VestGen Advisors LLC Portfolio
Invests via VestGen Advisors LLC | Managed by Bob Hostetter
Invests via VestGen Advisors LLC
Managed by Bob Hostetter
Automatically Tracked
Company Profile
Independent SEC-registered investment advisor focused on wealth management and advisor solutions, VestGen Advisors LLC emphasizes multi-family office services and outsourced CIO capabilities for high-net-worth clients and RIAs. The firm offers portfolio construction, risk management, manager selection and client reporting, blending quantitative asset allocation with discretionary oversight. Capitalizes on advisor partnerships and institutional operational infrastructure.
Independent SEC-registered investment advisor focused on wealth management and advisor solutions, VestGen Advisors LLC emphasizes multi-family office services and outsourced CIO capabilities for high-net-worth clients and RIAs. The firm offers portfolio construction, risk management, manager selection and client reporting, blending quantitative asset allocation with discretionary oversight. Capitalizes on advisor partnerships and institutional operational infrastructure.
Investment Philosophy & Strategy
Independent SEC-registered investment advisor focused on wealth management and advisor solutions, VestGen Advisors LLC emphasizes multi-family office services and outsourced CIO capabilities for high-net-worth clients and RIAs. The firm offers portfolio construction, risk management, manager selection and client reporting, blending quantitative asset allocation with discretionary oversight. Capitalizes on advisor partnerships and institutional operational infrastructure.
Independent SEC-registered investment advisor focused on wealth management and advisor solutions, VestGen Advisors LLC emphasizes multi-family office services and outsourced CIO capabilities for high-net-worth clients and RIAs. The firm offers portfolio construction, risk management, manager selection and client reporting, blending quantitative asset allocation with discretionary oversight. Capitalizes on advisor partnerships and institutional operational infrastructure.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
40.42%
Gain +0.03%
Monthly
2.02%
Yearly
27.02%
Drawdown
11.1%
$3.43B
Equity
Holdings
$3.43B
Investment
$2.87B
$925.54M
Profit +$1.44M
Realized
$367.53M
Unrealized
$558.01M
Dividends
$64.15M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.03%
Profit
$1.44M
Win %
66%
This Week
Compared To Last Week
Gain
0.04%
Profit
$1.44M
Win %
66%
This Month
Compared to last month
Gain
2.86%
Profit
$95.31M
Win %
66%
This Year
Compared to last year
Gain
0.92%
Profit
$31.61M
Win %
66%
FORM FormFactor Inc.
+64.89%
+$201,974.09 
IVES Amplify Bloomberg AI Value Chain ETF
+18.62%
+$86,242.96 QMFE
QMFE
+9.17%
+$308,921.49 
IMRX Immuneering Corporation
+5.96%
+$2,700 DLAG
DLAG
+5.68%
+$12,557.73 
MSOS AdvisorShares Pure US Cannabis ETF
+5.23%
+$17,781.3 
GNRC Generac Holdings Inc.
+4.74%
+$6,936.7 
KLAC KLA Corporation
+4.01%
+$228,189.3 
ASML ASML Holding N.V. New York Registry Shares
+3.8%
+$133,842.94 
QUIK QuickLogic Corporation
+3.42%
+$4,791.65 
ANET Arista Networks, Inc.
+3.31%
+$395,783.25 
ETN Eaton Corporation plc
+3.22%
+$203,543.46 
HUBB Hubbell Inc.
+2.92%
+$21,402.89 
Q Qnity Electronics Inc.
+2.88%
+$6,729.93 
BFC Bank First Corporation
+2.62%
+$9,010.47 
DRAM Roundhill Memory ETF
+2.6%
+$4,760.1 
MCK McKesson Corporation
+2.49%
+$49,121.7 
COP ConocoPhillips
+2.35%
+$41,188.29 HIMU
HIMU
+2.31%
+$5,429.33 RINT
RINT
+1.96%
+$9,277.08 
SBUX Starbucks Corporation
+1.92%
+$36,557.88 
CW Curtiss-Wright Corporation
+1.67%
+$27,724.73 
DUK Duke Energy Corporation
+1.65%
+$29,378 
MPWR Monolithic Power Systems, Inc.
+1.52%
+$30,170.39 
BSX Boston Scientific Corporation
+1.45%
+$9,926.54 
FANG Diamondback Energy Inc
+1.38%
+$14,305.54 RGLO
RGLO
+1.35%
+$14,180.79 
SWK Stanley Black & Decker Inc.
+1.32%
+$4,894.64 
SOLS Sollensys Corp
+1.31%
+$2,551.7 
LOW Lowe's Companies Inc.
+1.08%
+$21,543.3 
PR Permian Resources Corporation
+1.08%
+$3,026.57 
AYI Acuity Brands Inc.
+1.04%
+$5,210.89 
ARWR Arrowhead Pharmaceuticals Inc.
+1.03%
+$11,944.66 
ABT Abbott Laboratories
+1.01%
+$27,146.9 QCAP
QCAP
+1%
+$4,600.45 
HBAN Huntington Bancshares Incorporated
+0.97%
+$1,723.97 
GLW Corning Incorporated
+0.91%
+$31,514.56 
CVX Chevron Corporation
+0.9%
+$56,229.25 
VLTO Veralto Corporation
+0.89%
+$2,289.32 
ACN Accenture plc Class A
+0.88%
+$7,154.49 
TFC Truist Financial Corporation
+0.87%
+$5,475.6 
GRAL Grail, Inc.
+0.85%
+$3,316.48 
EOG EOG Resources, Inc.
+0.83%
+$4,602 
WBD Warner Bros. Discovery, Inc.
+0.74%
+$4,634 
META Meta Platforms Inc Class A
+0.71%
+$180,962.06 
BP BP p.l.c. Sponsored ADR
+0.65%
+$7,383.04 
TSLA Tesla, Inc.
+0.58%
+$89,189.16 
EMLP First Trust North American Energy Infrastructure Fund
+0.55%
+$14,658.24 
EQT EQT Corporation
+0.54%
+$1,460.14 
KMB Kimberly-Clark Corporation
+0.51%
+$1,046.11 
HTB Hometrust Bancshares Inc.
+0.51%
+$1,139.25 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.42%
+$28,884.68 
MDLZ Mondelez International, Inc.
+0.41%
+$3,223.75 
DIS The Walt Disney Company
+0.34%
+$6,182.4 
VXF Vanguard Extended Market ETF
+0.32%
+$1,114.62 
WU Western Union Co.
+0.28%
+$261.56 
IALT iShares Systematic Alternatives Active ETF
+0.24%
+$7,683.76 
MLPX Global X MLP & Energy Infrastructure ETF
+0.2%
+$2,663.25 
INTC Intel Corporation
+0.2%
+$10,193.5 
NSC Norfolk Southern Corporation
+0.2%
+$1,286.98 
BA Boeing Company
+0.19%
+$5,130.11 
FEZ SPDR Euro Stoxx 50 ETF
+0.18%
+$511.81 
CGW Invesco S&P Global Water Index ETF
+0.17%
+$733.5 
TLT iShares 20+ Year Treasury Bond ETF
+0.16%
+$1,916.36 
VGLT Vanguard Long-Term Treasury Fund
+0.15%
+$5,345.68 
IEF iShares 7-10 Year Treasury Bond ETF
+0.12%
+$3,810.07 
PM Philip Morris International Inc.
+0.12%
+$5,835.72 
IEI iShares 3-7 Year Treasury Bond ETF
+0.09%
+$214.4 
MEAR iShares Short Maturity Bond ETF
+0.08%
+$931.04 
NOW ServiceNow, Inc.
+0.08%
+$3,307.4 
CGBL Capital Group Core Balanced ETF
+0.08%
+$1,159.44 
PBE Invesco Biotechnology & Genome ETF
+0.07%
+$172.13 
BKAG BNY Mellon Core Bond ETF
+0.07%
+$1,172.82 
BNDX Vanguard Total International Bond ETF
+0.06%
+$11,303.61 
JBND JPMorgan Active Bond ETF
+0.06%
+$171.18 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.04%
+$2,079.09 
BSJX Invesco BulletShares 2033 High Yield Corporate Bond ETF
+0.04%
+$73.57 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.02%
+$438.93 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$557.12 
DTD WisdomTree U.S. Total Dividend Fund
+0.01%
+$32.92 
GQRE FlexShares Global Quality Real Estate Index Fund
0%
+$7.71 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
0%
+$12.6 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
0%
+$15.06 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
0%
+$59.13 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
0%
+$15.89 
FMAY FT Vest U.S. Equity Buffer ETF
0%
+$1.59 
TIME Clockwise Core Equity & Innovation ETF
0%
+$4.17 
PUSH PGIM Ultra Short Municipal Bond ETF
0%
+$4.75 
GRNI Fundstrat Granny Shots US Large Cap & Income ETF
0%
+$5.43 
BCTK Baron Technology ETF
0%
+$53.23 
A Agilent Technologies Inc.
0%
$0 
ABCL AbCellera Biologics Inc.
0%
$0 
ABBV AbbVie Inc.
0%
$0 
ABCB Ameris Bancorp
0%
$0 
ABEV Ambev S.A.
0%
$0 
ABNB Airbnb, Inc.
0%
$0 
ADBE Adobe Inc.
0%
+$0.03 
AEHR Aehr Test Systems
0%
$0 
AEE Ameren Corporation
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
AIG American International Group Inc.
0%
$0 
AIP Arteris Inc
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
+$0.03 
AKAM Akamai Technologies Inc.
0%
$0 
ALL Allstate Corporation
0%
-$0.1 
ALIT Alight Inc.
0%
$0 
AME Ametek Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$0.07 
AMH American Homes 4 Rent
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
AMKR Amkor Technology Inc.
0%
$0 
AMSF Amerisafe Inc.
0%
$0 
AMP Ameriprise Financial, Inc.
0%
$0 
APH Amphenol Corporation
0%
$0 
APA APA Corporation
0%
$0 
APD Air Products and Chemicals, Inc.
0%
+$0.11 
APP AppLovin Corporation Class A Common Stock
0%
$0 
ARE Alexandria Real Estate Equities, Inc.
0%
$0 
ARI Apollo Commercial Real Estate Finance Inc.
0%
$0 
ARM Arm Holdings plc American Depositary Receipt
0%
$0 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
0%
$0 
ASTS AST SpaceMobile, Inc.
0%
$0 
ATI ATI Inc.
0%
$0 
AUR Aurora Innovation, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.94 
AVT Avnet Inc.
0%
$0 
AXON Axon Enterprise, Inc.
0%
-$0.02 
AXP American Express Company
0%
$0 
AXTI AXT, Inc.
0%
$0 
AZO AutoZone Inc.
0%
$0 
B BARRICK MINING CORP Common Stock (ABR0)
0%
$0 
BAC Bank of America Corporation
0%
$0 
BALL Ball Corp.
0%
$0 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
0%
$0 
BDX Becton, Dickinson and Company
0%
$0 
BE Bloom Energy Corporation
0%
$0 
BIIB Biogen Inc.
0%
$0 
BJ BJ's Wholesale Club Holdings, Inc.
0%
$0 
BKR Baker Hughes Company
0%
$0 
BLK BlackRock, Inc.
0%
-$0.03 
BMY Bristol-Myers Squibb Company
0%
$0 
BMO Bank of Montreal
0%
$0 
BMNR Bitmine Immersion Technologies, Inc.
0%
$0 
BRSP BrightSpire Capital Inc.
0%
$0 
BTI British American Tobacco p.l.c. ADR
0%
$0 
BUFF Innovator Laddered Allocation Fund
0%
$0 
BURL Burlington Stores Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CACI Caci International Inc.
0%
+$0.01 
CAG Conagra Brands Inc.
0%
$0 
CAMT Camtek Ltd.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
-$0.3 
CB Chubb Limited
0%
+$0.08 
CBOE Cboe Global Markets Inc.
0%
+$0.01 
CBRE CBRE Group Inc.
0%
$0 
CBSH Commerce Bancshares, Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CCJ Cameco Corporation
0%
$0 
CDW CDW Corporation
0%
+$0.02 
CDNS Cadence Design Systems, Inc.
0%
$0 
CELH Celsius Holdings Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CF CF Industries Holdings, Inc.
0%
$0 
CG The Carlyle Group Inc.
0%
$0 
CHTR Charter Communications Inc
0%
+$0.03 
CI The Cigna Group
0%
+$0.02 
CLH Clean Harbors Inc.
0%
$0 
CLS Celestica Inc.
0%
$0 
CLF Cleveland-Cliffs Inc.
0%
$0 
CLX The Clorox Company
0%
$0 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
CMI Cummins Inc.
0%
-$0.02 
CMC Commercial Metals Company
0%
$0 
CMCSA Comcast Corp
0%
$0 
CM Canadian Imperial Bank of Commerce
0%
$0 
CME CME Group Inc.
0%
+$0.26 
CMS CMS Energy Corporation
0%
+$0.01 
CNC Centene Corporation
0%
$0 
CNP CenterPoint Energy Inc.
0%
+$0.01 
COF Capital One Financial Corporation
0%
$0 
COIN Coinbase Global, Inc.
0%
+$0.02 
COHR Coherent Corp.
0%
$0 
COKE Coca-Cola Consolidated Inc.
0%
$0 
CP Canadian Pacific Kansas City Limited
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CPRT Copart Inc.
0%
$0 
CPZ Calamos Long/Short Equity & Dynamic Income Trust
0%
$0 
CRDO Credo Technology Group Holding Ltd.
0%
$0 
CRK Comstock Resources Inc.
0%
$0 
CRM Salesforce Inc
0%
+$0.12 
CRS Carpenter Technology Corporation
0%
$0 
CSGP CoStar Group, Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CTVA Corteva Inc.
0%
$0 
CVS CVS Health Corporation
0%
$0 
CVE Cenovus Energy Inc.
0%
$0 
CVLT Commvault Systems Inc.
0%
+$0.01 
CWK Cushman & Wakefield Ltd.
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DE Deere & Company
0%
-$0.28 
DHI D.R. Horton, Inc.
0%
$0 
DINO HF Sinclair Corporation
0%
$0 
DHR Danaher Corporation
0%
$0 
DKNG DraftKings Inc.
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DOCN DigitalOcean Holdings Inc.
0%
$0 
DPZ Domino's Pizza Inc.
0%
$0 
DOW Dow Inc.
0%
$0 
DOV Dover Corporation
0%
-$0.02 
DRH DiamondRock Hospitality Company
0%
$0 
DRI Darden Restaurants, Inc.
0%
$0 
DTE DTE Energy Company
0%
$0 
DTM Dt Midstream Inc.
0%
+$0.09 
EBAY eBay Inc.
0%
$0 
ECL Ecolab Inc.
0%
+$0.03 
ED Consolidated Edison, Inc.
0%
$0 
EFC ELLINGTON FINANCIAL INC 1EL REIT
0%
$0 
EFX Equifax Inc.
0%
+$0.01 
EG Everest Group, Ltd.
0%
+$0.01 
EHC Encompass Health Corporation
0%
$0 
EIX Edison International
0%
$0 
ELAN Elanco Animal Health Incorporated
0%
$0 
ELV Elevance Health, Inc.
0%
$0 
EME EMCOR Group, Inc.
0%
-$0.06 
EMR Emerson Electric Co.
0%
-$0.12 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ENTG Entegris, Inc.
0%
-$0.02 
EPD Enterprise Products Partners L.P.
0%
$0 
EQIX Equinix, Inc.
0%
$0 
EQR Equity Residential
0%
$0 
ET Energy Transfer L.P.
0%
$0 
ETR Entergy Corporation
0%
$0 
EVR Evercore Inc.
0%
$0 
EVER EverQuote Inc.
0%
$0 
EVRG Evergy Inc.
0%
+$0.01 
EXPE Expedia Group, Inc.
0%
-$0.01 
EXEL Exelixis Inc.
0%
$0 
EW Edwards Lifesciences Corporation
0%
+$0.01 
EWBC East West Bancorp Inc.
0%
$0 
EXC Exelon Corporation
0%
$0 
EXR Extra Space Storage Inc.
0%
$0 
F Ford Motor Company
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FBRT Franklin BSP Realty Trust Inc.
0%
$0 
FDX FedEx Corporation
0%
+$0.03 
FDS FactSet Research Systems Inc.
0%
$0 
FDUS Fidus Investment Corporation
0%
$0 
FFIV F5 Inc.
0%
+$0.01 
FITB Fifth Third Bancorp
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
FLEX Flex Ltd.
0%
$0 
FN Fabrinet
0%
-$0.01 
FNF Fidelity National Financial, Inc.
0%
$0 
FNV Franco-Nevada Corporation
0%
+$0.06 
FR First Industrial Realty Trust Inc.
0%
$0 
FRME First Merchants Corporation
0%
$0 
FRSH Freshworks Inc. Class A Common Stock
0%
$0 
FSS Federal Signal Corp.
0%
$0 
FSBC Five Star Bancorp
0%
+$0.01 
FTI TechnipFMC plc
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GBTC Grayscale Bitcoin Trust ETF
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
-$0.16 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
+$0.04 
GIS General Mills, Inc.
0%
$0 
GL Globe Life Inc.
0%
$0 
GM General Motors Company
0%
$0 
GLPI Gaming and Leisure Properties, Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPK Graphic Packaging Holding Company
0%
$0 
GOSS Gossamer Bio Inc.
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
-$0.06 
GRMN Garmin Ltd.
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
GWW W.W. Grainger, Inc.
0%
+$0.07 
HAL Halliburton Company
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HLN Haleon Plc - ADR
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
$0 
HPQ HP Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HR Healthcare Realty Trust Incorporated
0%
$0 
HSY The Hershey Company
0%
$0 
HSBC HSBC Holdings plc Sponsored ADR
0%
$0 
HUBG Hub Group Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
+$0.05 
IBKR Interactive Brokers Group Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
-$0.01 
IESC Ies Holdings Inc.
0%
-$0.05 
INTA Intapp, Inc.
0%
$0 
INTU Intuit Inc.
0%
+$0.02 
IONQ IonQ, Inc.
0%
$0 
IP International Paper Company
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
IREN IREN Limited
0%
$0 
IRDM Iridium Communications Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
IT Gartner Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
+$0.07 
IVZ Invesco Ltd.
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JBL Jabil Inc.
0%
$0 
JBHT J.B. Hunt Transport Services, Inc.
0%
-$0.02 
JEF Jefferies Financial Group Inc.
0%
$0 
JLL Jones Lang LaSalle Inc.
0%
-$0.02 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KLIC Kulicke & Soffa Industries, Inc.
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
KVUE Kenvue Inc.
0%
-$0.02 
LAMR Lamar Advertising Company
0%
$0 
LCID Lucid Group, Inc.
0%
$0 
LBRDK Liberty Broadband Corporation
0%
$0 
LH Labcorp Holdings Inc.
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LILAK Liberty Latin America Ltd.
0%
$0 
LITE Lumentum Holdings Inc.
0%
-$0.02 
LLY Eli Lilly and Company
0%
-$0.51 
LNG Cheniere Energy Inc.
0%
$0 
LMT Lockheed Martin Corporation
0%
+$0.2 
LNT Alliant Energy Corporation
0%
$0 
LPLA LPL Financial Holdings Inc.
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LSCC Lattice Semiconductor Corporation
0%
-$0.02 
LSTR Landstar System Inc.
0%
-$0.02 
LYG Lloyds Banking Group Plc ADR
0%
$0 
LYB LyondellBasell Industries N.V.
0%
$0 
MAA Mid-America Apartment Communities, Inc.
0%
$0 
MA Mastercard Incorporated
0%
+$0.27 
MAIN Main Street Capital Corporation
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MCD McDonald's Corporation
0%
$0 
MCHP Microchip Technology Incorporated
0%
$0 
MDB MongoDB Inc.
0%
-$0.01 
MCO Moody's Corporation
0%
-$0.01 
MDT Medtronic plc
0%
$0 
MEDP Medpace Holdings Inc.
0%
+$0.01 
MELI MercadoLibre, Inc.
0%
$0 
MET MetLife Inc.
0%
+$0.01 
MHK Mohawk Industries, Inc.
0%
$0 
MKC McCormick & Company, Incorporated
0%
$0 
MKSI MKS Instruments Inc.
0%
-$0.01 
MLI Mueller Industries Inc.
0%
$0 
MMM 3M Company
0%
+$0.04 
MNST Monster Beverage Corporation
0%
$0 
MOH Molina Healthcare Inc.
0%
$0 
MOMO Hello Group Inc. Sponsored ADR
0%
$0 
MORN Morningstar, Inc.
0%
$0 
MPLX MPLX LP
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.2 
MSTR Strategy Inc.
0%
$0 
MSI Motorola Solutions, Inc.
0%
-$0.06 
MTZ MasTec, Inc. Common Stock
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NBIX Neurocrine Biosciences Inc.
0%
$0 
NAT Nordic American Tankers Ltd.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NET Cloudflare Inc.
0%
$0 
NEM Newmont Corporation
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NFG National Fuel Gas Company
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NNN NNN REIT, Inc.
0%
$0 
NOK Nokia Corporation Sponsored ADR
0%
$0 
NRG NRG Energy, Inc.
0%
$0 
NTRA NATERA INC (Common Stock) – ticker 45E
0%
-$0.01 
NTRS Northern Trust Corporation
0%
$0 
NUE Nucor Corporation
0%
+$0.02 
NTNX Nutanix, Inc.
0%
$0 
NVS Novartis AG Sponsored ADR
0%
+$0.02 
NVT nVent Electric plc
0%
$0 
NVMI Nova Ltd.
0%
+$0.03 
NVR NVR, Inc.
0%
+$0.01 
NXPI NXP Semiconductors N.V.
0%
+$0.07 
NWSA News Corporation
0%
$0 
O Realty Income Corporation
0%
$0 
OC Owens Corning
0%
$0 
OHI Omega Healthcare Investors Inc.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OKTA Okta Inc.
0%
$0 
OMF OneMain Holdings Inc.
0%
$0 
ON ON Semiconductor Corporation
0%
$0 
ORA Ormat Technologies Inc.
0%
$0 
ORI Old Republic International Corp.
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
OWL Blue Owl Capital Inc.
0%
$0 
OXY Occidental Petroleum Corporation
0%
$0 
PAAS Pan American Silver Corp.
0%
$0 
PAA Plains All American Pipeline, L.P.
0%
$0 
PATH Uipath Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.21 
PAYX Paychex Inc.
0%
$0 
PBI Pitney Bowes Inc.
0%
$0 
PCG PG&E Corporation
0%
$0 
PDO PIMCO Dynamic Income Opportunities Fund
0%
$0 
PENN PENN Entertainment, Inc.
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFLT PennantPark Floating Rate Capital Ltd.
0%
$0 
PFE Pfizer Inc.
0%
+$0.07 
PGR Progressive Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PHM PulteGroup Inc.
0%
-$0.01 
PII Polaris Inc.
0%
$0 
PKG Packaging Corporation of America
0%
$0 
PLD Prologis Inc.
0%
+$0.06 
PLNT Planet Fitness Inc.
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
+$0.12 
POOL Pool Corporation
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PTEN Patterson-UTI Energy Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PWR Quanta Services Inc.
0%
+$0.08 
QCOM QUALCOMM Incorporated
0%
$0 
RCAT Red Cat Holdings, Inc.
0%
$0 
RCL Royal Caribbean Group
0%
$0 
RIG Transocean Ltd.
0%
$0 
RIO Rio Tinto Plc Sponsored ADR
0%
$0 
RLI RLI Corp.
0%
$0 
RL Ralph Lauren Corporation
0%
-$0.01 
RNW Renew Energy Global Plc
0%
$0 
ROKU Roku, Inc.
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
ROIV Roivant Sciences Ltd
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RTO Rentokil Initial plc Sponsored ADR
0%
$0 
RTX RTX Corporation
0%
$0 
RUM Rumble Inc.
0%
$0 
S SentinelOne Inc.
0%
$0 
RY Royal Bank of Canada
0%
$0 
SAN Banco Santander S.A. Sponsored ADR
0%
$0 
SAR Saratoga Investment Corp.
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SE Sea Ltd.
0%
$0 
SEDG SolarEdge Technologies Inc.
0%
$0 
SHOP Shopify Inc.
0%
+$0.12 
SHEL Shell plc
0%
$0 
SHW The Sherwin-Williams Company
0%
+$0.03 
SLF Sun Life Financial Inc.
0%
$0 
SLB Schlumberger Limited
0%
$0 
SMPL Simply Good Foods Co.
0%
$0 
SNA Snap-on Inc.
0%
$0 
SNAP Snap Inc.
0%
$0 
SNDR Schneider National, Inc.
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
+$0.02 
SO The Southern Company
0%
$0 
SNX TD Synnex Corporation
0%
-$0.05 
SON Sonoco Products Co.
0%
$0 
SOUN SoundHound AI Inc.
0%
$0 
SPGI S&P Global Inc.
0%
$0 
SPG Simon Property Group, Inc.
0%
$0 
SPOT Spotify Technology S.A.
0%
$0 
SRE Sempra
0%
$0 
STAG Stag Industrial Inc.
0%
$0 
STT State Street Corp
0%
$0 
STIM Neuronetics Inc.
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
SYK Stryker Corporation
0%
$0 
SYF Synchrony Financial
0%
$0 
SYY Sysco Corporation
0%
$0 
T AT&T Inc.
0%
+$0.13 
TAP Molson Coors Beverage Company
0%
$0 
TDG TransDigm Group Inc.
0%
+$0.02 
TEAM Atlassian Corporation Class A
0%
$0 
TER Teradyne, Inc.
0%
-$0.02 
TEL TE Connectivity plc
0%
$0 
TEVA Teva Pharmaceutical Industries Ltd. ADR
0%
$0 
TGT Target Corporation
0%
-$0.03 
TMUS T-Mobile US, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TM Toyota Motor Corporation
0%
$0 
TPL Texas Pacific Land Corporation
0%
$0 
TRGP Targa Resources Corp.
0%
$0 
TROW T. Rowe Price Group, Inc.
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TRUP Trupanion Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTD The Trade Desk, Inc. Class A
0%
$0 
TT Trane Technologies plc
0%
+$0.03 
TSN Tyson Foods Inc.
0%
$0 
TTWO Take-Two Interactive Software, Inc.
0%
-$0.02 
TWLO Twilio Inc.
0%
$0 
TXRH Texas Roadhouse Inc.
0%
-$0.01 
TXN Texas Instruments Inc
0%
$0 
UAL United Airlines Holdings, Inc.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UGP Ultrapar Participacoes S.A. Sponsored ADR
0%
$0 
ULTA Ulta Beauty Inc.
0%
+$0.03 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
UNM Unum Group
0%
$0 
UNP Union Pacific Corporation
0%
+$0.24 
UNH UnitedHealth Group Incorporated
0%
+$0.17 
UPS United Parcel Service, Inc.
0%
$0 
URI United Rentals, Inc.
0%
-$0.05 
USB U.S. Bancorp
0%
$0 
UTHR United Therapeutics Corporation
0%
+$0.03 
V Visa Inc. Class A
0%
-$0.17 
VALE Vale S.A.
0%
$0 
VMC Vulcan Materials Company
0%
$0 
VLY Valley National Bancorp
0%
$0 
VLO Valero Energy Corporation
0%
-$0.04 
VST Vistra Corp
0%
$0 
VRRM Verra Mobility Corporation
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
+$0.07 
VRSK Verisk Analytics Inc.
0%
+$0.01 
VRSN Verisign Inc.
0%
$0 
VRT Vertiv Holdings Co
0%
-$0.08 
VSH Vishay Intertechnology Inc.
0%
$0 
VTRS Viatris Inc.
0%
$0 
VTR Ventas Inc.
0%
$0 
VZ Verizon Communications Inc.
0%
+$0.05 
WAL Western Alliance Bancorporation
0%
$0 
WAB Wabtec Corporation
0%
$0 
WCN Waste Connections Inc.
0%
$0 
WCC Wesco International Inc.
0%
+$0.02 
WEC WEC Energy Group Inc.
0%
$0 
WES Western Midstream Partners, LP
0%
$0 
WELL Welltower Inc.
0%
+$0.06 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
-$0.12 
WMT Walmart Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
WT WisdomTree, Inc.
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.7 
XYLD Global X S&P 500 Covered Call ETF
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
ZBRA Zebra Technologies Corporation
0%
+$0.02 
AIQ Global X Artificial Intelligence & Technology ETF
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
AMLP Alerian MLP ETF
0%
+$0.01 
ARKW ARK Next Generation Internet ETF
0%
$0 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
+$0.78 
ARKK ARK Innovation ETF Fund
0%
$0 
ARKQ Ark Autonomous Technology & Robotics ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BBUS JPMorgan Betabuilders U.S. Equity Fund
0%
-$0.19 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BSJS Invesco BulletShares 2028 High Yield Fund
0%
$0 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
0%
$0 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
0%
$0 
BOND PIMCO Active Bond Exchange-Traded Fund
0%
$0 
BSJT Invesco BulletShares 2029 High Yield Fund
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
0%
$0 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSJU Invesco BulletShares 2030 High Yield Fund
0%
$0 
BLV Vanguard Long-Term Bond ETF
0%
$0 
BSMW Invesco BulletShares 2032 Municipal Bond ETF
0%
$0 
BLOK Amplify Transformational Data Sharing ETF
0%
-$0.02 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BSMV Invesco BulletShares 2031 Municipal Bond ETF
0%
+$5.06 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
0%
$0 
BNDC FlexShares Core Select Bond Fund
0%
$0 
BSJR Invesco Bulletshares 2027 High Yield Fund
0%
$0 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
0%
$0 
BOTZ Global X Robotics & Artificial Intelligence ETF
0%
$0 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
0%
$0 
BSJV Invesco BulletShares 2031 High Yield Fund
0%
$0 
BLDG Cambria Global Real Estate ETF
0%
$0 
BKIE BNY Mellon International Equity ETF
0%
$0 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
BUFQ FT Nasdaq Buffer ETF July.
0%
$0 
BUG Global X Cybersecurity ETF
0%
$0 
BUFB Innovator Laddered Allocation Buffer ETF
0%
$0 
CGDG Capital Group Dividend Growers ETF
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
$0 
CGSM Capital Group Short Duration Municipal Income ETF
0%
$0 
CGUS Capital Group Core Equity ETF
0%
$0 
CGMU Capital Group Municipal Income ETF
0%
$0 
CGGO Capital Group Global Growth Equity ETF
0%
$0 
CHAT Roundhill Generative AI & Technology ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
+$0.03 
CLIP Global X 1-3 Month T-Bill ETF
0%
$0 
CMF iShares California Muni Bond ETF
0%
$0 
CGMS Capital Group U.S. Multi-Sector Income ETF
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
+$0.42 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
0%
$0 
CWI SPDR MSCI ACWI ex-US ETF
0%
$0 
DBMF iMGP DBi Managed Futures Strategy ETF
0%
$0 
CWB SPDR Bloomberg Convertible Securities ETF
0%
$0 
DBA Invesco DB Agriculture Fund
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DES WisdomTree U.S. SmallCap Dividend Fund
0%
-$0.01 
DDEC FT Vest U.S. Equity Deep Buffer Fund
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DEM WisdomTree Emerging Markets High Dividend Fund
0%
$0 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DBP Invesco DB Precious Metals Fund
0%
+$2.32 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
0%
$0 
DMAR FT Vest US Equity Deep Buffer Fund
0%
$0 
DTH WisdomTree International High Dividend Fund
0%
$0 
DIVO Amplify CWP Enhanced Dividend Income ETF
0%
$0 
DJUN FT VEST US Equity Deep Buffer Fund
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
+$0.03 
DVYE iShares Emerging Markets Dividend ETF
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
$0 
DVY iShares Select Dividend ETF
0%
-$0.06 
DXJ WisdomTree Japan Hedged Equity Fund
0%
-$0.07 
EFA iShares MSCI EAFE ETF
0%
$0 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFAV iShares MSCI EAFE Min Vol Factor ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
ESGV Vanguard ESG U.S. Stock ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
-$0.04 
EYLD Cambria Emerging Shareholder Yield Fund
0%
$0 
EWT iShares MSCI Taiwan ETF
0%
$0 
FBND Fidelity Total Bond ETF
0%
$0 
FAPR FT Vest U.S. Equity Buffer ETF
0%
$0 
EWW iShares MSCI Mexico ETF
0%
$0 
EWY iShares MSCI South Korea ETF
0%
$0 
EZU iShares MSCI Eurozone ETF
0%
$0 
FDTX Fidelity Disruptive Technology ETF
0%
$0 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
0%
$0 
FDCF Fidelity Disruptive Communications ETF
0%
-$1.15 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FJUN FT Vest US Equity Buffer ETF - June
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
$0 
FOCT FT Vest U.S. Equity Buffer ETF
0%
$0 
FRNW Fidelity Clean Energy ETF
0%
+$2.31 
FXI iShares China Large-Cap ETF
0%
$0 
FNGS MicroSectors FANG+ ETN
0%
-$4.04 
FTLS First Trust Long/Short Equity ETF
0%
$0 
FWD AB Disruptors ETF
0%
+$0.3 
FPX First Trust US Equity Opportunities ETF
0%
$0 
FYX First Trust Small Cap Core AlphaDEX Fund
0%
-$1.59 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
0%
$0 
GCOW Pacer Global Cash Cows Dividend ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GTO Invesco Total Return Bond ETF
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
GOVI Invesco Equal Weight 0-30 Yr GovI Mutual Fund
0%
$0 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
0%
$0 
GSEP FT Vest US Equity Moderate B Fund
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HACK Amplify Cybersecurity ETF
0%
$0 
HCMT Direxion HCM Tactical Enhanced US ETF
0%
$0 
HEGD Swan Hedged Equity US Large Cap Fund
0%
$0 
HGER Harbor Commodity All-Weather Fund
0%
$0 
HYD VanEck High Yield Muni ETF
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
0%
+$0.05 
HYBL SPDR Blackstone High Income Fund
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
ICLN iShares Global Clean Energy ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGF iShares Global Infrastructure ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.03 
IGV iShares Expanded Tech-Software Sector ETF
0%
$0 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
+$0.01 
ILTB iShares Core 10+ Year USD Bond ETF
0%
+$0.03 
IEV iShares Europe ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IHF iShares U.S. Healthcare Providers ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
-$0.03 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
-$0.02 
ILCG iShares Morningstar Growth ETF
0%
+$0.06 
IMCB iShares Morningstar Mid-Cap ETF
0%
$0 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
0%
$0 
IQDF FlexShares International Quality Dividend Index Fund
0%
$0 
IQDG WisdomTree International Quality Dividend Growth Fund
0%
$0 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
-$0.81 
IVV iShares Core S&P 500 ETF
0%
+$0.56 
IWB iShares Russell 1000 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWN iShares Russell 2000 Value ETF
0%
+$0.06 
IWM iShares Russell 2000 ETF
0%
-$0.49 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IVLU iShares MSCI International Value Factor ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IWO iShares Russell 2000 Growth ETF
0%
+$0.1 
JIRE JPMorgan International Research Enhanced Equity ETF
0%
$0 
JHML John Hancock Multifactor Large Cap ETF
0%
$0 
IXN iShares Global Tech ETF
0%
$0 
IYZ iShares U.S. Telecommunications ETF
0%
$0 
JIG JPMorgan International Growth ETF
0%
+$1.64 
IWV ISHARES RUSSELL 3000 ETF
0%
$0 
JMBS Janus Henderson Mortgage-Backed Securities ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
IWY iShares Russell Top 200 Growth ETF
0%
-$0.19 
IYH iShares U.S. Healthcare ETF
0%
$0 
JGRO JPMorgan Active Growth ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
-$0.25 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
IWS iShares Russell Mid-Cap Value ETF
0%
+$0.21 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JPUS JPMorgan Diversified Return U.S. Equity ETF
0%
-$0.57 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
KRE SPDR S&P Regional Banking ETF
0%
+$0.01 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
LIT GLOBAL X LITHIUM & BATTERY T
0%
$0 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
0%
+$0.01 
LMBS First Trust Low Duration Opportunities ETF
0%
$0 
LGH HCM Defender 500 Index ETF
0%
$0 
LSAT LeaderShares AlphaFactor Tactical Focused ETF
0%
$0 
LVHI Franklin International Low Volatility High Dividend ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.03 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
MOAT VanEck Morningstar Wide Moat Fund
0%
+$0.06 
MGV Vanguard Mega Cap Value ETF
0%
$0 
MMIT NYLI MacKay Muni Intermediate ETF
0%
+$0.07 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
NFLT Virtus Newfleet Multi-Sector Bond ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
-$0.17 
MUB iShares National Muni Bond ETF
0%
$0 
NUSC Nuveen ESG Small-Cap ETF
0%
$0 
NULG Nuveen ESG Large-Cap Growth ETF
0%
$0 
NULV Nuveen ESG Large-Cap Value ETF
0%
$0 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
0%
$0 
NUMV Nuveen ESG Mid-Cap Value ETF
0%
$0 
OEF iShares S&P 100 ETF
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
PICK iShares MSCI Global Metals & Mining Producers ETF
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
OUNZ VanEck Merk Gold Trust
0%
$0 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
0%
$0 
PDBA Invesco Agriculture Commodity Fund
0%
$0 
PREF Principal Spectrum Preferred Securities Active ETF
0%
$0 
PMAR Innovator U.S. Equity Power Buffer ETF
0%
$0 
PSI Invesco Semiconductors ETF
0%
$0 
PRF Invesco FTSE RAFI US 1000 ETF
0%
-$0.01 
QGRW WisdomTree U.S. Quality Growth Fund
0%
$0 
QQH HCM Defender 100 Index ETF
0%
$0 
QEFA SPDR MSCI EAFE StrategicFactors ETF
0%
$0 
QGRO American Century U.S. Quality Growth ETF
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
PXH Invesco FTSE RAFI Emerging Markets ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
-$0.88 
QDF FlexShares Quality Dividend Index Fund
0%
$0 
QLC FlexShares US Quality Large Cap Fund
0%
$0 
REMG Russell Investments Emerging Markets Equity Active ETF
0%
-$0.97 
REMX VanEck Rare Earth and Strategic Metals ETF
0%
$0 
QTUM Defiance Quantum ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
QSPT FT Vest Nasdaq-100 Buffer ETF
0%
+$0.72 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RPV Invesco S&P 500 Pure Value ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SDIV Global X SuperDividend ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
+$0.11 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
0%
-$2.71 
SGDM Sprott Gold Miners ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SKYY First Trust Cloud Computing ETF
0%
$0 
SIVR abrdn Physical Silver Shares ETF
0%
$0 
SFLR Innovator Equity Managed Floor ETF
0%
$0 
SIL Global X Silver Miners UCITS ETF USD Accumulating
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SOXS Direxion Daily Semiconductor Bear 3X Shares
0%
$0 
SOXX iShares Semiconductor ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SOXQ Invesco PHLX Semiconductor ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SLV iShares Silver Trust
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
-$0.1 
SMH VanEck Semiconductor ETF
0%
+$0.31 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SMIN iShares MSCI India Small-Cap ETF
0%
$0 
SPHB Invesco S&P 500 High Beta ETF
0%
+$0.01 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPYI NEOS S&P 500 High Income ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPTL SPDR Portfolio Long Term Treasury ETF
0%
+$0.01 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
SYLD Cambria Shareholder Yield ETF
0%
$0 
SUSA iShares MSCI USA ESG Select ETF
0%
-$0.02 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
TCHP T. Rowe Price Blue Chip Growth ETF
0%
$0 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
0%
$0 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
0%
+$0.03 
TIP iShares TIPS Bond ETF
0%
$0 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
0%
$0 
TLH iShares 10-20 Year Treasury Bond ETF
0%
$0 
TOTL SPDR DoubleLine Total Return Tactical ETF
0%
$0 
UCON First Trust TCW Unconstrained Plus Bond ETF
0%
$0 
URA Global X Uranium ETF
0%
$0 
URNM Sprott Uranium Miners ETF
0%
$0 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
USRT iShares Core U.S. REIT ETF
0%
$0 
VDC VANGUARD CONSUMER STAPLES ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VABS Virtus Newfleet ABS/MBS ETF
0%
$0 
VEMY Virtus Stone Harbor Emerging Markets High Yield Bond ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
-$0.08 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VB Vanguard Small-Cap ETF
0%
+$0.69 
VIS Vanguard Industrials ETF
0%
-$0.01 
VOO Vanguard S&P 500 ETF
0%
-$0.35 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
+$0.07 
VGK Vanguard FTSE Europe ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VOT Vanguard Mid-Cap Growth ETF
0%
$0 
VLUE iShares MSCI USA Value Factor ETF
0%
-$0.05 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.4 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
VSGX Vanguard ESG International Stock ETF
0%
$0 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTV Vanguard Value ETF
0%
-$1.68 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VRIG Invesco Variable Rate Investment Grade ETF
0%
+$0.01 
XAR SPDR S&P Aerospace & Defense ETF
0%
$0 
XBI SPDR S&P Biotech ETF
0%
+$0.01 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.23 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
-$0.13 
XLE Energy Select Sector SPDR Fund
0%
$0 
XSD SPDR S&P Semiconductor ETF
0%
-$0.01 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
0%
+$0.06 
XMMO Invesco S&P MidCap Momentum ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XME SPDR S&P Metals & Mining ETF
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
0%
$0 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
0%
+$3.35 
XT iShares Future Exponential Technologies ETF
0%
$0 
XSMO Invesco S&P SmallCap Momentum ETF
0%
$0 
XSW SPDR S&P Software & Services ETF
0%
$0 
ARCC Ares Capital Corporation
0%
$0 
SDCP Virtus Newfleet Short Duration Core Plus Bond ETF
0%
$0 
FENI Fidelity Enhanced International ETF
0%
$0 
FESM Fidelity Enhanced Small Cap ETF
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
VSHY Virtus Newfleet Short Duration High Yield Bond ETF
0%
$0 
PHYS Sprott Physical Gold Trust
0%
$0 
PDI Pimco Dynamic Income Fund
0%
$0 
PTY PIMCO Corporate & Income Opportunity Fund
0%
$0 
RBC RBC Bearings Incorporated
0%
$0 
MAGS Roundhill Magnificent Seven Fund
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
0%
-$0.01 
DTCR Global X Data Center & Digital Infrastructure ETF
0%
$0 
GEV GE Vernova Inc.
0%
+$0.19 
RBRK Rubrik, Inc.
0%
$0 
BWLP BW LPG Limited
0%
$0 
VIK Viking Holdings Ltd
0%
$0 
QXO Qxo Inc.
0%
$0 
WAY Waystar Holding Corp.
0%
$0 
BSJW Invesco BulletShares 2032 High Yield Corporate Bond ETF
0%
-$1.7 
CGHM Capital Group Municipal High-Income ETF
0%
$0 
CGGE Capital Group Global Equity ETF
0%
$0 
FCTE SMI 3Fourteen FC Trend ETF
0%
+$5.65 
DUKZ Ocean Park Diversified Income ETF
0%
$0 
ETHA iShares Ethereum Trust
0%
$0 
ARTY iShares Future AI & Tech ETF
0%
+$0.01 
NBIS Nebius Group N.V.
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
0%
$0 
EMEQ Macquarie Focused Emerging Markets Equity ETF
0%
-$2.35 
DNP DNP Select Income Fund Inc.
0%
$0 
EXE Expand Energy Corporation
0%
$0 
WCMI First Trust WCM International Equity ETF
0%
$0 
PENG Penguin Solutions, Inc.
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
ECG Everus Construction Group, Inc.
0%
$0 
GRNY Fundstrat Granny Shots US Large Cap ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PCLO Virtus Seix AAA Private Credit CLO ETF
0%
$0 
VOLT Tema Electrification Fund
0%
$0 
CORO Ishares International Country Rotational Active ETF
0%
$0 
ZAP Global X U.S. Electrification ETF
0%
$0 
JBTM JBT Marel Corporation
0%
$0 
CGMM Capital Group U.S. Small and Mid Cap ETF
0%
-$0.01 
PMMF iShares Prime Money Market ETF
0%
$0 
SNDK SanDisk Corporation
0%
$0 
RSMR FT Vest U.S. Equity Equal Weight Buffer ETF - March
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
GTM ZoomInfo Technologies Inc.
0%
$0 
IDEF iShares U.S. Defense & Aerospace Index ETF
0%
$0 
CAIE Calamos Autocallable Income ETF
0%
$0 
ASCE Allspring SMID Core ETF
0%
$0 
NOWL GraniteShares 2x Long NOW Daily ETF
0%
$0 
TCAI Tortoise AI Infrastructure ETF
0%
$0 
NML Neuberger Berman Energy Infrastructure and Income Fund Inc.
0%
$0 
SYSB iShares Systematic Bond ETF
0%
-$0.01 
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF
0%
$0 
VEXC Vanguard Emerging Markets Ex-China ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
+$0.03 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
0%
$0 
DHY Credit Suisse High Yield Bond Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
-$0.21 
GNT GAMCO Natural Resources, Gold & Income Trust
0%
$0 
GGN GAMCO Global Gold, Natural Resources & Income Trust
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
+$0.25 
NUV Nuveen Municipal Value Fund, Inc.
0%
$0 
NASA Tema Space Innovators ETF
0%
$0 APXM
APXM
0%
$0 G200
G2004J103
0%
$0 
LILAV Liberty Latin America Ltd. Class A Common Stock
0%
$0 
HONA Honeywell Aerospace Inc.
0%
+$0.02 
TLNE TALEN ENERGY CORP NEW
-9.14%
-$34,968.96 
UAA Under Armour Inc.
-9.03%
-$9,965.06 
HIMS Hims & Hers Health, Inc.
-3.97%
-$7,275.24 
GOOGL Alphabet Inc
-3.84%
-$743,856.7 
ORCL Oracle Corporation
-3.69%
-$235,549.86 
BABA Alibaba Group Holding Limited SP ADR
-3.38%
-$12,162.9 
MPT Medical Properties Trust, Inc.
-3.13%
-$1,481.87 
TPR Tapestry Inc.
-2.57%
-$29,862.32 
CGNX Cognex Corporation
-2.27%
-$9,459.34 
AMZN Amazon.com Inc
-2.09%
-$1.32M 
GNL Global Net Lease, Inc.
-2.05%
-$6,949.06 
CQQQ Invesco China Technology ETF
-1.97%
-$15,369.12 
AZN AstraZeneca PLC American Depositary Shares
-1.95%
-$10,507 
TJX The TJX Companies, Inc.
-1.94%
-$84,675.63 
AMX América Móvil, S.A.B. de C.V.
-1.93%
-$3,801.44 
HST Host Hotels & Resorts Inc.
-1.68%
-$5,258.44 
OPTT Ocean Power Technologies Inc.
-1.63%
-$63.34 
NU Nu Holdings Ltd.
-1.51%
-$5,084.31 
ALB Albemarle Corporation
-1.41%
-$9,775.45 
NVO Novo Nordisk A/S Sponsored ADR
-1.17%
-$6,476.4 
AAPL Apple Inc.
-1.09%
-$1.04M 
SIRI Sirius XM Holdings Inc.
-0.94%
-$4,501.71 
CL Colgate-Palmolive Company
-0.9%
-$10,272.36 
IBIT iShares Bitcoin Trust
-0.8%
-$31,567.08 
MO Altria Group, Inc.
-0.78%
-$14,473.29 
BHP BHP Group Ltd.
-0.65%
-$4,105.81 
ZTEK Zentek Ltd.
-0.63%
-$43 
THRO iShares U.S. Thematic Rotation Active ETF
-0.56%
-$19,526.5 
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund
-0.56%
-$19,453.48 
ABIG Argent Large Cap ETF
-0.48%
-$1,370.73 
KR Kroger Co.
-0.41%
-$1,020.28 
LIN Linde plc
-0.39%
-$7,826.11 
NOC Northrop Grumman Corporation
-0.38%
-$13,776.46 
XLSR SPDR SSGA US Sector Rotation ETF
-0.35%
-$2,759.14 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$237,982.8 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$183,085.96 
GSAT Globalstar, Inc.
-0.31%
-$1,550.12 
LSAF LeaderShares AlphaFactor US Core Equity ETF
-0.3%
-$1,725.51 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.27%
-$2,715.08 
RGLD Royal Gold Inc.
-0.27%
-$2,914.62 
VNO Vornado Realty Trust
-0.23%
-$634.05 
KNX Knight-Swift Transportation Holdings Inc.
-0.2%
-$628.6 
PSA Public Storage Common Stock
-0.19%
-$495.92 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.16%
-$1,710.57 
SAMT Strategas Macro Thematic Opportunities ETF
-0.16%
-$1,667.96 
HOOD Robinhood Markets, Inc.
-0.15%
-$3,555.58 
AON Aon plc
-0.14%
-$4,116.72 
IBB iShares Biotechnology ETF
-0.14%
-$1,358.02 
QUS SPDR MSCI USA StrategicFactors ETF
-0.12%
-$994.79 
FFEB FT Vest US Equity Buffer ETF
-0.1%
-$960.38 
WDC Western Digital Corporation
-0.09%
-$3,546.91 
SPMO Invesco S&P 500 Momentum ETF
-0.09%
-$8,880.76 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.07%
-$156.34 
GJUN FT Vest US Equity Moderate Fund
-0.06%
-$2,188.52 
ES Eversource Energy
-0.06%
-$366.56 
DGX Quest Diagnostics Inc.
-0.06%
-$202.28 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.05%
-$949.2 
CIEN Ciena Corporation
-0.04%
-$79.56 
RKLB Rocket Lab Corporation
-0.04%
-$99.99 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.03%
-$727.86 
NVDA NVIDIA Corporation
-0.02%
-$22,182.75 
WTMF WisdomTree Managed Futures Strategy Fund
-0.01%
-$68.94 
TTE TotalEnergies SE
-0.01%
-$63.04 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.01%
-$130.67 
ITM VanEck Intermediate Muni ETF
-0.01%
-$51.41 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-0.01%
-$141.19 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.01%
-$225.87 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
-0.01%
-$23.76 
EMCB WisdomTree Emerging Markets Corporate Bond Fund
-0.01%
-$52.03 
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
-0.01%
-$29.99 
ACGL Arch Capital Group Ltd
-0.01%
-$16.98 
BKNG Booking Holdings Inc.
-0.01%
-$44.27 
RAVI FlexShares Ultra-Short Income Fund
0%
-$9.37 
TRV The Travelers Companies, Inc.
0%
-$31.7 
AIVL WisdomTree U.S. AI Enhanced Value Fund
0%
-$16.05 
ADP Automatic Data Processing Inc.
0%
-$15.59 
ROST Ross Stores, Inc.
0%
-$11.09 
BSSX Invesco BulletShares 2033 Municipal Bond ETF
0%
-$13.58 
DUKH Ocean Park High Income ETF
0%
-$140.94 
ADI Analog Devices, Inc.
0%
-$17.64 
FV First Trust Dorsey Wright Focus 5 ETF
0%
-$18.39 
FTGS First Trust Growth Strength ETF
0%
-$137.05 
VNLA Janus Henderson Short Duration Income ETF
0%
-$4.54 
INEQ Columbia International Equity Income ETF
0%
-$3.5 Events
Loading...
Dividends
Dividend Analysis
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No Data
| Trades 4497 | Longs Won 2988/4497 66% | Profit Factor 10.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.28M |
| Average Win $344,271.79 | Best Trade (Aug 28) $31.1M | Sharpe Ratio -30.34 |
| Average Loss -$67,956.3 | Worst Trade (Sep 01) -$13.95M | Z-Score 11.51 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 2d | Expectancy $205,812.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 4,357 | $494,617.96 | $647,973.04 | - | $153,355.08 | 31% | 0.0 |
| AAPL Apple Inc. | 310,981 | $73.78M | $94.82M | - | $21.04M | 28.52% | -1.087% |
| ABBV AbbVie Inc. | 47,682 | $10.1M | $11.82M | - | $1.73M | 17.11% | 0.0 |
| ABCB Ameris Bancorp | 2,407 | $187,721.93 | $210,780.99 | - | $23,059.06 | 12.28% | 0.0 |
| ABCL AbCellera Biologics Inc. | 19,652 | $73,538.43 | $183,549.68 | - | $110,011.25 | 149.6% | 0.0 |
| ABEV Ambev S.A. | 12,588 | $39,526 | $37,008.72 | - | -$2,517.28 | -6.37% | 0.0 |
| ABIG Argent Large Cap ETF | 7,905 | $273,427 | $283,857.48 | - | $10,430.48 | 3.81% | -0.481% |
| ABNB Airbnb, Inc. | 5,736 | $730,733.71 | $1.06M | - | $328,705.49 | 44.98% | 0.0 |
| ABT Abbott Laboratories | 24,679 | $3.1M | $2.71M | - | -$395,938.99 | -12.76% | +1.013% |
| ACGL Arch Capital Group Ltd | 3,395 | $329,519 | $333,541.77 | - | $4,022.77 | 1.22% | -0.005% |
| ACN Accenture plc Class A | 4,557 | $1.23M | $819,439.74 | - | -$413,391.05 | -33.53% | +0.881% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 162,155 | $3.37M | $3.35M | - | -$16,025.98 | -0.48% | 0.0 |
| ADBE Adobe Inc. | 2,870 | $975,011.09 | $783,395.2 | - | -$191,615.89 | -19.65% | 0.0 |
| ADI Analog Devices, Inc. | 3,527 | $1.12M | $1.35M | - | $232,023.66 | 20.68% | -0.001% |
| ADP Automatic Data Processing Inc. | 3,125 | $933,604.91 | $855,234.37 | - | -$78,370.54 | -8.39% | -0.002% |
| AEE Ameren Corporation | 5,322 | $538,324.71 | $569,454 | - | $31,129.29 | 5.78% | 0.0 |
| AEHR Aehr Test Systems | 4,352 | $267,595.09 | $462,182.4 | - | $194,587.31 | 72.72% | 0.0 |
| AEP American Electric Power Company, Inc. | 5,751 | $679,535.71 | $706,452.84 | - | $26,917.13 | 3.96% | 0.0 |
| AFL Aflac Inc. | 7,803 | $869,721.66 | $951,497.82 | - | $81,776.16 | 9.4% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 21,892 | $2.16M | $2.13M | - | -$35,806.66 | -1.65% | 0.0 |
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FAQ
Which stocks have generated the highest profits for VestGen Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $47.57M, Vanguard Growth ETF - $36.83M, Invesco QQQ Trust, Series 1 - $31.46M, iShares Russell 1000 Growth ETF - $20.07M, and Vanguard Information Technology ETF - $19.29M. 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: UnitedHealth Group Incorporated - $3.1M, ServiceNow, Inc - $1.59M, Fiserv, Inc - $1.56M, Strategy Inc - $1.32M, and IonQ, Inc - $919,765.75. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does VestGen Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $64.15M earned over time. The largest contributors to dividend income include Gaming and Leisure Properties, Inc - $6.23M, VANGUARD TOTAL STOCK MKT ETF - $2.23M, Calamos Autocallable Income ETF - $2.22M, Vanguard Value ETF - $1.65M, and FT Vest Rising Dividend Achievers Fund - $1.58M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are VestGen Advisors LLC's monthly returns?
VestGen Advisors LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can VestGen Advisors LLC's strategy be considered aggressive or moderate?
VestGen Advisors LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow VestGen Advisors LLC's strategy?
VestGen Advisors 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.
