NICOLE MARTIN Portfolio
Invests via Arlington Trust Co LLC | Managed by NICOLE MARTIN
Invests via Arlington Trust Co LLC
Managed by NICOLE MARTIN
Automatically Tracked
NICOLE MARTIN Profile
Growth-stage investor and operating executive with a background in corporate finance, strategic partnerships and technology commercialization. Nicole Martin combines operating experience at scale-ups with venture investing across SaaS, fintech and health-tech, advising boards on go-to-market, M&A and capital strategy. Known for sourcing cross-border deals, driving revenue operations and leading due diligence for Series A–C investments.
Growth-stage investor and operating executive with a background in corporate finance, strategic partnerships and technology commercialization. Nicole Martin combines operating experience at scale-ups with venture investing across SaaS, fintech and health-tech, advising boards on go-to-market, M&A and capital strategy. Known for sourcing cross-border deals, driving revenue operations and leading due diligence for Series A–C investments.
Investment Philosophy & Strategy
Combines operator-first discipline with growth-stage venture investing, favoring SaaS, fintech and health‑tech opportunities where go-to-market and revenue operations drive scalable unit economics. Pursues Series A–C capital allocation with a bias toward cross-border founders, prioritizing companies with clear commercialization paths and repeatable revenue models. Investment decisions blend hands-on diligence on commercial traction and capital strategy with board-level support for M&A and partnerships, emphasizing measurable KPIs, margin improvement, and exit optionality over a 3–7 year horizon.
Combines operator-first discipline with growth-stage venture investing, favoring SaaS, fintech and health‑tech opportunities where go-to-market and revenue operations drive scalable unit economics. Pursues Series A–C capital allocation with a bias toward cross-border founders, prioritizing companies with clear commercialization paths and repeatable revenue models. Investment decisions blend hands-on diligence on commercial traction and capital strategy with board-level support for M&A and partnerships, emphasizing measurable KPIs, margin improvement, and exit optionality over a 3–7 year horizon.
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:
67.68%
Gain -0.98%
Monthly
1.45%
Yearly
18.87%
Drawdown
18.55%
$1.24B
Equity
Holdings
$1.24B
Investment
$1.13B
$207.18M
Profit -$7.61M
Realized
$97.49M
Unrealized
$109.7M
Dividends
$28.65M
Goals
Avg. 93.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.98%
Profit
-$7.61M
Win %
67%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$2.05M
Win %
67%
This Month
Compared to last month
Gain
1.31%
Profit
$15.94M
Win %
67%
This Year
Compared to last year
Gain
4.33%
Profit
$51.32M
Win %
68%
IR Ingersoll Rand Inc.
+22.52%
+$2,669.95 
BTC Grayscale Bitcoin Mini Trust ETF
+21.71%
+$1,172 
CGEH Capstone Green Energy Corporation
+13.49%
+$417 
MTDR Matador Resources Company
+6.27%
+$168.5 
AR Antero Resources Corporation
+5.57%
+$615.09 
FANG Diamondback Energy Inc
+4.03%
+$3,079.48 
EQNR Equinor ASA Sponsored ADR
+3.97%
+$3,812.76 
RRC Range Resources Corporation
+3.91%
+$84.24 
KMI Kinder Morgan, Inc.
+3.7%
+$551.61 
DTM Dt Midstream Inc.
+3.69%
+$83.41 
TS Tenaris S.A.
+3.67%
+$21 
BP BP p.l.c. Sponsored ADR
+3.61%
+$110.25 
EQT EQT Corporation
+3.59%
+$803.01 
APA APA Corporation
+3.56%
+$84 
RTX RTX Corporation
+3.49%
+$16,397.33 
TRGP Targa Resources Corp.
+3.45%
+$5,856.01 
NOC Northrop Grumman Corporation
+3.32%
+$996 
LMT Lockheed Martin Corporation
+3.29%
+$227.76 
NI NiSource Inc.
+3.27%
+$47.25 
EOG EOG Resources, Inc.
+3.22%
+$2,366.62 
COP ConocoPhillips
+3.13%
+$1,656.12 
BTI British American Tobacco p.l.c. ADR
+3.1%
+$747 
MGY Magnolia Oil & Gas Corp.
+3.1%
+$1,738.88 
EXE Expand Energy Corporation
+2.94%
+$53.4 
LNG Cheniere Energy Inc.
+2.89%
+$128.88 
OKE ONEOK, Inc.
+2.87%
+$265.71 
TTE TotalEnergies SE
+2.87%
+$159.71 
E Eni S.p.A. Sponsored ADR
+2.85%
+$129.56 
SHEL Shell plc
+2.8%
+$552.95 
DVN Devon Energy Corporation
+2.79%
+$100.37 
OXY Occidental Petroleum Corporation
+2.74%
+$36.63 
USO United States Oil Fund, LP
+2.74%
+$5,844.36 
CMS CMS Energy Corporation
+2.72%
+$29.12 
EPD Enterprise Products Partners L.P.
+2.71%
+$193 
AM Antero Midstream Corporation
+2.66%
+$37.1 
HONA Honeywell Aerospace Inc.
+2.63%
+$626.33 
ALL Allstate Corporation
+2.6%
+$735.14 
PM Philip Morris International Inc.
+2.54%
+$447.04 
MLPX Global X MLP & Energy Infrastructure ETF
+2.54%
+$40,305.08 
NGG National Grid plc Sponsored ADR
+2.53%
+$44 
NBR Nabors Industries Ltd.
+2.5%
+$43.93 
CVX Chevron Corporation
+2.44%
+$20,672.4 
SLB Schlumberger Limited
+2.43%
+$823.67 
WEC WEC Energy Group Inc.
+2.35%
+$42.33 
NEM Newmont Corporation
+2.32%
+$4,247.51 
IDXX IDEXX Laboratories, Inc.
+2.29%
+$751.2 
XLE Energy Select Sector SPDR Fund
+2.26%
+$204.68 
EXC Exelon Corporation
+2.23%
+$197.5 
LHX L3Harris Technologies, Inc.
+2.21%
+$595.84 
ORI Old Republic International Corp.
+2.21%
+$162.45 
AEE Ameren Corporation
+2.21%
+$48.09 
BKR Baker Hughes Company
+2.19%
+$15.47 
AMT American Tower Corporation
+2.16%
+$2,038.4 
OII Oceaneering International, Inc.
+2.16%
+$43.71 
XOM Exxon Mobil Corporation
+2.13%
+$3,950.65 
LYB LyondellBasell Industries N.V.
+2.11%
+$51.48 
ED Consolidated Edison, Inc.
+2.08%
+$1,019.16 
WMB The Williams Companies, Inc.
+2.07%
+$1,617.33 
AEP American Electric Power Company, Inc.
+2.06%
+$383.25 
UL Unilever PLC Sponsored American Depositary Receipt
+2.04%
+$92.4 
EVRG Evergy Inc.
+2.02%
+$59.4 
DUK Duke Energy Corporation
+2.01%
+$57.36 
GRFS Grifols, S.A. American Depositary Receipt
+1.99%
+$2.1 
PEP PepsiCo, Inc.
+1.98%
+$1,833.88 
ATMP iPath Select MLP ETN
+1.98%
+$11,987.5 
FDXF FedEx Freight Holding Company Inc.
+1.98%
+$277.5 
HAL Halliburton Company
+1.98%
+$185.25 
GD General Dynamics Corporation
+1.92%
+$1,578.68 
PODD Insulet Corporation
+1.91%
+$15.92 
PEG Public Service Enterprise Group Incorporated
+1.83%
+$74.53 
SO The Southern Company
+1.83%
+$8,210.31 
SBAC SBA Communications Corporation
+1.82%
+$23.41 
PTEN Patterson-UTI Energy Inc.
+1.81%
+$16.61 
CNP CenterPoint Energy Inc.
+1.81%
+$320.4 
WDS Woodside Energy Group Ltd American Depositary Receipt
+1.78%
+$56.85 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.77%
+$16.8 
TFC Truist Financial Corporation
+1.73%
+$5,700.52 
BSM Black Stone Minerals, L.P.
+1.73%
+$1,593.75 
PNW Pinnacle West Capital Corporation
+1.71%
+$38.28 
CCEP Coca-Cola Europacific Partners PLC
+1.7%
+$55.95 
ACGL Arch Capital Group Ltd
+1.7%
+$11.79 
LNT Alliant Energy Corporation
+1.68%
+$50.82 
AIG American International Group Inc.
+1.68%
+$275.31 
PSO Pearson plc Sponsored ADR
+1.68%
+$21.6 
SR Spire Inc.
+1.67%
+$159.3 
ESLT Elbit Systems Ltd.
+1.67%
+$49.52 
DMLP Dorchester Minerals, L.P.
+1.59%
+$1,615 
PGR Progressive Corporation
+1.58%
+$539.2 
PPC Pilgrim's Pride Corporation
+1.57%
+$4.55 
CASY Casey's General Stores Inc.
+1.56%
+$105.05 
ET Energy Transfer L.P.
+1.56%
+$1,684.85 
NWE NorthWestern Energy Group, Inc.
+1.56%
+$12.65 
GSG iShares S&P GSCI Commodity-Indexed Trust
+1.54%
+$3,531.25 
HII Huntington Ingalls Industries Inc.
+1.53%
+$8.17 
TRV The Travelers Companies, Inc.
+1.52%
+$111.15 
CB Chubb Limited
+1.51%
+$511.68 
AON Aon plc
+1.5%
+$258 
RELX Relx PLC Sponsored ADR
+1.5%
+$51.17 
VMC Vulcan Materials Company
+1.5%
+$188.75 
FE FirstEnergy Corp.
+1.49%
+$148.92 
HIG The Hartford Insurance Group, Inc.
+1.49%
+$9.9 
SUI Sun Communities Inc.
+1.48%
+$234.96 
AMTM Amentum Holdings, Inc.
+1.47%
+$3.08 
HLN Haleon Plc - ADR
+1.46%
+$118.9 
CRH CRH plc
+1.45%
+$260.61 
BRO Brown & Brown Inc.
+1.44%
+$3.92 
MDLZ Mondelez International, Inc.
+1.44%
+$123.99 
PSX Phillips 66
+1.43%
+$534.06 
AZO AutoZone Inc.
+1.42%
+$260.88 
SRE Sempra
+1.42%
+$26.68 
MO Altria Group, Inc.
+1.41%
+$29.12 
WTW Willis Towers Watson Public Limited Company
+1.41%
+$83.03 
KR Kroger Co.
+1.4%
+$119 
TJX The TJX Companies, Inc.
+1.39%
+$4,908.42 
MKC McCormick & Company, Incorporated
+1.39%
+$3.81 
HLIT Harmonic Inc.
+1.37%
+$43.5 
NOV Nov Inc.
+1.37%
+$9.44 
MPLX MPLX LP
+1.35%
+$2,541 
MSI Motorola Solutions, Inc.
+1.34%
+$85.82 
BUD Anheuser-Busch InBev S.A. ADR
+1.29%
+$800.47 
XEL Xcel Energy Inc.
+1.28%
+$120 
AWK American Water Works Company, Inc.
+1.27%
+$30.42 
L Loews Corporation
+1.26%
+$78.09 
ES Eversource Energy
+1.26%
+$18.26 
AFL Aflac Inc.
+1.25%
+$595.35 
COF Capital One Financial Corporation
+1.24%
+$622.38 
ICE Intercontinental Exchange, Inc.
+1.23%
+$323.7 
COST Costco Wholesale Corporation
+1.2%
+$6,831.3 
VRSK Verisk Analytics Inc.
+1.18%
+$37.66 
D Dominion Energy, Inc.
+1.16%
+$365 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+1.16%
+$3.6 
STZ Constellation Brands, Inc.
+1.15%
+$14.95 
TM Toyota Motor Corporation
+1.15%
+$137.33 
GSK GSK plc Sponsored ADR
+1.15%
+$185.32 
AJG Arthur J. Gallagher & Co.
+1.15%
+$19,943.56 
GEL Genesis Energy L.P.
+1.15%
+$2,445.12 
PG Procter & Gamble Co
+1.15%
+$1,828.8 
VTR Ventas Inc.
+1.13%
+$42.24 
AGO Assured Guaranty Ltd.
+1.12%
+$7.8 
EXR Extra Space Storage Inc.
+1.11%
+$15.25 
NEE NextEra Energy, Inc.
+1.11%
+$1,348.37 
F Ford Motor Company
+1.1%
+$274.32 
KO The Coca-Cola Company
+1.08%
+$2,905.4 
ETR Entergy Corporation
+1.07%
+$73.26 
AMLP Alerian MLP ETF
+1.06%
+$500.5 
ELS Equity Lifestyle Properties Inc.
+1.02%
+$4.3 
SJM The J.M. Smucker Company
+1.02%
+$11.52 
TMUS T-Mobile US, Inc.
+1%
+$113.04 
HSY The Hershey Company
+0.99%
+$450.58 
FERG Ferguson Enterprises Inc
+0.99%
+$9.08 
MRSH Marsh & McLennan Companies, Inc.
+0.99%
+$138.75 
CMCSA Comcast Corp
+0.99%
+$492.35 
HST Host Hotels & Resorts Inc.
+0.99%
+$20.26 
JPM JPMorgan Chase & Co.
+0.99%
+$12,749.49 
CI The Cigna Group
+0.96%
+$1,607.04 
KIM Kimco Realty Corporation
+0.95%
+$15.91 
IX Orix Corporation Sponsored ADR
+0.94%
+$33.47 
VSNT Versant Media Group, Inc.
+0.93%
+$0.58 
O Realty Income Corporation
+0.93%
+$12.36 
PNC The PNC Financial Services Group, Inc.
+0.92%
+$84.71 
SPG Simon Property Group, Inc.
+0.91%
+$284.9 
BFH Bread Financial Holdings Inc.
+0.91%
+$4.6 
MET MetLife Inc.
+0.91%
+$214.76 
NRG NRG Energy, Inc.
+0.9%
+$35.34 
MLM Martin Marietta Materials, Inc.
+0.9%
+$53.04 
CL Colgate-Palmolive Company
+0.89%
+$410.82 
VZ Verizon Communications Inc.
+0.88%
+$104.91 
BRX Brixmor Property Group Inc.
+0.87%
+$3.84 
IHG Intercontinental Hotels Group PLC ADR
+0.87%
+$14.4 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.86%
+$120.4 
MRK Merck & Co., Inc.
+0.85%
+$2,152.5 
FAST Fastenal Co.
+0.84%
+$88.83 
PKG Packaging Corporation of America
+0.84%
+$120.9 
MCBS MetroCity Bankshares Inc.
+0.83%
+$4.93 
HWM Howmet Aerospace Inc.
+0.83%
+$420.9 
LIN Linde plc
+0.83%
+$271.26 
AROC Archrock Inc.
+0.82%
+$33.6 
MAR Marriott International Inc. - Class A
+0.82%
+$132.93 
ACN Accenture plc Class A
+0.82%
+$522.56 
CF CF Industries Holdings, Inc.
+0.82%
+$756.56 
LAMR Lamar Advertising Company
+0.82%
+$4.84 
CNS Cohen & Steers Inc.
+0.81%
+$56.66 
WFC Wells Fargo & Company
+0.8%
+$416.46 
XLP Consumer Staples Select Sector SPDR Fund
+0.79%
+$58.23 
DTE DTE Energy Company
+0.79%
+$35.35 
KVUE Kenvue Inc.
+0.78%
+$73.37 
KDP Keurig Dr Pepper Inc.
+0.78%
+$14.31 
CME CME Group Inc.
+0.77%
+$303.96 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.77%
+$1,390.04 
UFPI UFP Industries, Inc.
+0.76%
+$212.35 
BLK BlackRock, Inc.
+0.76%
+$896.76 
WM Waste Management, Inc.
+0.74%
+$203.74 
KXI iShares Global Consumer Staples ETF
+0.74%
+$52 
JNJ Johnson & Johnson
+0.74%
+$1,445.62 
BRK-B Berkshire Hathaway Inc.
+0.73%
+$31,250.56 
CPRI Capri Holdings Ltd.
+0.73%
+$5.87 
GE General Electric Company
+0.72%
+$940.65 
DOW Dow Inc.
+0.71%
+$19.11 
FNF Fidelity National Financial, Inc.
+0.71%
+$3.64 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.7%
+$26.68 
ROK Rockwell Automation, Inc.
+0.7%
+$142.56 
CHD Church & Dwight Co., Inc.
+0.7%
+$32.4 
IDV iShares International Select Dividend ETF
+0.7%
+$0.29 
ZTS Zoetis Inc.
+0.69%
+$448.2 
NHI National Health Investors, Inc.
+0.69%
+$1.35 
HLT Hilton Worldwide Holdings Inc.
+0.67%
+$29.77 
AEG Aegon N.V.
+0.67%
+$21.89 
PCG PG&E Corporation
+0.66%
+$7.39 
DOV Dover Corporation
+0.65%
+$72.39 
ABBV AbbVie Inc.
+0.64%
+$2,070.01 
DRI Darden Restaurants, Inc.
+0.64%
+$8.16 
EPR EPR Properties
+0.64%
+$77.7 
SPGI S&P Global Inc.
+0.63%
+$202.16 
C Citigroup Inc.
+0.62%
+$257.64 
SCHD Schwab U.S. Dividend Equity ETF
+0.62%
+$630 
FRT Federal Realty Investment Trust
+0.59%
+$6.82 
DINO HF Sinclair Corporation
+0.58%
+$15.22 
WMT Walmart Inc.
+0.58%
+$3,060.31 
GDX VanEck Gold Miners ETF
+0.56%
+$1,234.81 
ZBH Zimmer Biomet Holdings, Inc.
+0.56%
+$2.12 
BRK-A Berkshire Hathaway Inc.
+0.56%
+$4,409.77 
WCN Waste Connections Inc.
+0.56%
+$575.01 
IFRA iShares U.S. Infrastructure
+0.55%
+$200.88 
TDG TransDigm Group Inc.
+0.53%
+$48.4 
LOW Lowe's Companies Inc.
+0.52%
+$159.58 
AIZ Assurant Inc.
+0.51%
+$182.88 
RYAAY Ryanair Holdings plc American Depositary Receipt
+0.51%
+$0.8 
BLKB Blackbaud Inc.
+0.51%
+$14.59 
MNST Monster Beverage Corporation
+0.5%
+$122.4 
RF Regions Financial Corporation
+0.49%
+$10.53 
BA Boeing Company
+0.49%
+$102.67 
VICI Vici Properties Inc.
+0.49%
+$5.29 
DFIV Dimensional International Value ETF
+0.49%
+$277.75 
CPRT Copart Inc.
+0.49%
+$21.46 
ADP Automatic Data Processing Inc.
+0.48%
+$1.37 
AVDV Avantis International Small Cap Value ETF
+0.47%
+$499.8 
ORLY O'Reilly Automotive Inc.
+0.47%
+$784.35 
NUE Nucor Corporation
+0.47%
+$88.06 
GLPI Gaming and Leisure Properties, Inc.
+0.46%
+$1.08 
EWU iShares MSCI United Kingdom ETF
+0.46%
+$168.3 
SYK Stryker Corporation
+0.45%
+$838.4 
SCHH Schwab U.S. REIT ETF
+0.45%
+$24.2 
FISV Fiserv, Inc.
+0.44%
+$3.92 
TBBK The Bancorp, Inc.
+0.43%
+$63 
FMAT Fidelity MSCI Materials Index ETF
+0.42%
+$24 
HMC Honda Motor Co., Ltd.
+0.41%
+$6.58 
V Visa Inc. Class A
+0.41%
+$7,140.96 
EIX Edison International
+0.4%
+$1.32 
ING ING Groep N.V. Sponsored ADR
+0.39%
+$35.1 
DGP Deutsche Bank AG London DB Gold Double Long Exchange Traded Note
+0.38%
+$9,720 
LLY Eli Lilly and Company
+0.38%
+$1,321.89 
DFAR Dimensional US Real Estate ETF
+0.36%
+$65.52 
MAS Masco Corporation
+0.36%
+$17.68 
BNY BlackRock New York Municipal Income Trust
+0.35%
+$6.5 
FHN First Horizon Corporation
+0.35%
+$61.52 
BBCA JPMorgan BetaBuilders Canada ETF
+0.33%
+$853.18 
CARR Carrier Global Corporation
+0.33%
+$11.34 
BALL Ball Corp.
+0.33%
+$1.84 
BHP BHP Group Ltd.
+0.33%
+$33.75 
PFE Pfizer Inc.
+0.32%
+$26.6 
PNFP Pinnacle Financial Partners Inc.
+0.32%
+$2.44 
MCK McKesson Corporation
+0.32%
+$265.44 
APD Air Products and Chemicals, Inc.
+0.31%
+$20.46 
XLRE The Real Estate Select Sector SPDR Fund
+0.31%
+$3.77 
ROST Ross Stores, Inc.
+0.31%
+$32.4 
SPIP SPDR Portfolio TIPS ETF
+0.3%
+$42.98 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.3%
+$25 
HD The Home Depot, Inc.
+0.29%
+$1,112.94 
ORRF Orrstown Financial Services Inc.
+0.28%
+$512.67 
LYG Lloyds Banking Group Plc ADR
+0.27%
+$2.1 
FNDF Schwab Fundamental International Large Company Index ETF
+0.27%
+$393.38 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.26%
+$113 
BSX Boston Scientific Corporation
+0.26%
+$22.31 
NWG NatWest Group plc Sponsored ADR
+0.26%
+$12.96 
TXN Texas Instruments Inc
+0.25%
+$183.4 
PUK Prudential plc ADR
+0.25%
+$1.38 
GL Globe Life Inc.
+0.25%
+$474.35 
ELV Elevance Health, Inc.
+0.24%
+$34.65 
NXPI NXP Semiconductors N.V.
+0.24%
+$145.6 
AAPL Apple Inc.
+0.24%
+$20,688.6 
TT Trane Technologies plc
+0.23%
+$85.86 
HEI.A Heico Corporation
+0.23%
+$81.62 
EFV iShares MSCI EAFE Value ETF
+0.22%
+$745.15 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.22%
+$74.55 
KGC Kinross Gold Corporation
+0.21%
+$271.5 
MCHP Microchip Technology Incorporated
+0.21%
+$8.99 
HAS Hasbro Inc.
+0.2%
+$12.6 
DFGR Dimensional Global Real Estate ETF
+0.2%
+$49.94 
SLGN Silgan Holdings Inc.
+0.2%
+$16.87 
CP Canadian Pacific Kansas City Limited
+0.2%
+$7.14 
RSG Republic Services, Inc.
+0.2%
+$11.25 
ITW Illinois Tool Works Inc.
+0.19%
+$6.83 
VYMI Vanguard International High Dividend Yield Index Fund
+0.19%
+$1,025.89 
CVS CVS Health Corporation
+0.18%
+$64.94 
SYF Synchrony Financial
+0.18%
+$2.6 
NSC Norfolk Southern Corporation
+0.17%
+$22.4 
DGRO iShares Core Dividend Growth ETF
+0.17%
+$49.95 
T AT&T Inc.
+0.15%
+$58.13 
WELL Welltower Inc.
+0.14%
+$25.5 
XLF Financial Select Sector SPDR Fund
+0.14%
+$711.04 
SKT Tanger Factory Outlet Centers, Inc.
+0.14%
+$1.35 
MAA Mid-America Apartment Communities, Inc.
+0.14%
+$2.08 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+0.13%
+$356.18 
AVDE Avantis International Equity ETF
+0.13%
+$203.16 
DIHP Dimensional International High Profitability Portfolio
+0.13%
+$129.2 
PPH VanEck Pharmaceutical ETF
+0.13%
+$12.32 
BMOP BNY Mellon Municipal Opportunities ETF
+0.13%
+$194.55 
VLO Valero Energy Corporation
+0.12%
+$285.58 
CNO CNO Financial Group Inc.
+0.12%
+$0.84 
STLD Steel Dynamics Inc.
+0.12%
+$281.97 
VALE Vale S.A.
+0.12%
+$3 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$784.02 
IQLT iShares MSCI International Quality Factor ETF
+0.11%
+$79.75 
BBEU JPMorgan BetaBuilders Europe Fund
+0.1%
+$57.6 
KEY KeyCorp
+0.1%
+$2.24 
NVS Novartis AG Sponsored ADR
+0.1%
+$43.2 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$7.69 
SBUX Starbucks Corporation
+0.1%
+$63.84 
TLH iShares 10-20 Year Treasury Bond ETF
+0.1%
+$102.06 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$182,691.41 
SHY iShares 1-3 Year Treasury Bond ETF
+0.09%
+$8.25 
VTEB Vanguard Tax-Exempt Bond ETF
+0.08%
+$30 
NGVC Natural Grocers by Vitamin Cottage, Inc.
+0.08%
+$0.37 
FITB Fifth Third Bancorp
+0.08%
+$37.32 
IYF iShares U.S. Financials ETF
+0.08%
+$80 
BCPC Balchem Corporation
+0.08%
+$6.37 
VYM Vanguard High Dividend Yield ETF
+0.07%
+$55,122.24 
TPR Tapestry Inc.
+0.07%
+$14.48 
UNM Unum Group
+0.07%
+$1.26 
HSBC HSBC Holdings plc Sponsored ADR
+0.06%
+$8.88 
ABT Abbott Laboratories
+0.06%
+$87.78 
GPC Genuine Parts Company
+0.05%
+$3.08 
MCD McDonald's Corporation
+0.05%
+$13.32 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.04%
+$2.27 
HEI Heico Corporation
+0.04%
+$9.57 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.03%
+$41.43 
JCPB JPMorgan Core Plus Bond ETF
+0.03%
+$1.94 
VTV Vanguard Value ETF
+0.03%
+$53.76 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$12.85 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$257.35 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+0.02%
+$0.3 
BND Vanguard Total Bond Market Index Fund
+0.02%
+$49.05 
BCPL BNY Mellon Core Plus ETF
+0.02%
+$50 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.02%
+$10.22 
TDS Telephone and Data Systems, Inc.
+0.01%
+$0.35 
DFCF Dimensional Core Fixed Income ETF
+0.01%
+$3.98 
GBCI Glacier Bancorp Inc.
+0.01%
+$0.58 
IUSB iShares Core Universal USD Bond ETF
+0.01%
+$30.33 
JPIE JPMorgan Income ETF
+0.01%
+$3.69 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$0.18 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$34.63 
PCAR PACCAR Inc.
+0.01%
+$1.07 
GDXJ VanEck Junior Gold Miners ETF
+0.01%
+$7.65 
BCS Barclays PLC Sponsored ADR
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FBIN Fortune Brands Innovations Inc.
0%
$0 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
0%
$0 
QRVO Qorvo Inc.
0%
$0 
SATS EchoStar Corporation
0%
$0 
SXC SunCoke Energy Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BPRE
BPRE
0%
$0 G364
G3643J108
0%
$0 
EOSE Eos Energy Enterprises Inc.
-13.66%
-$7.67 
NBIS Nebius Group N.V.
-12.43%
-$93.64 
SHAZ SharonAI Holdings Inc.
-12.28%
-$190.5 
CIFR Cipher Mining Inc.
-10.66%
-$44,418.91 
MARA MARA Holdings Inc
-10.26%
-$427.5 
MSTR Strategy Inc.
-10.24%
-$1,564.99 
MRNA Moderna, Inc.
-9.92%
-$1,408.2 
INFQ Infleqtion Inc.
-9.92%
-$188 
HUT Hut 8 Corp.
-9.87%
-$2,065.25 
BOIL ProShares Ultra Bloomberg Natural Gas
-8.86%
-$3.9 
ASTS AST SpaceMobile, Inc.
-8.29%
-$22.11 
MDB MongoDB Inc.
-7.81%
-$744.38 
PANW Palo Alto Networks, Inc.
-7.35%
-$19,132.14 
CRWD CrowdStrike Holdings, Inc.
-7.14%
-$15,508.93 
BBAI BigBear.ai Holdings Inc.
-7.08%
-$6.6 
FTNT Fortinet Inc.
-7.05%
-$641 
PLTR Palantir Technologies Inc.
-7.05%
-$10,074.69 
UCTT Ultra Clean Holdings, Inc.
-6.64%
-$185.5 
STX Seagate Technology Holdings plc
-6.6%
-$3,100.46 
COIN Coinbase Global, Inc.
-6.6%
-$230.47 
WULF TeraWulf Inc.
-6.5%
-$65.6 
AXON Axon Enterprise, Inc.
-6.43%
-$751.52 
FIG Figma Inc. Class A Common Stock
-6.33%
-$29.1 
P Everpure Inc.
-6.21%
-$107.64 
LUMN Lumen Technologies Inc.
-5.96%
-$137.46 
BE Bloom Energy Corporation
-5.89%
-$83.58 
COMP Compass Inc.
-5.87%
-$7,905.48 
INTC Intel Corporation
-5.63%
-$3,640.86 
HPE Hewlett Packard Enterprise Company
-5.56%
-$280.36 
SNDK SanDisk Corporation
-5.52%
-$924.19 
RGTI Rigetti Computing Inc
-5.5%
-$6.25 
ANY Sphere 3D Corp.
-5.47%
-$62.5 
WDC Western Digital Corporation
-5.46%
-$1,479.34 
SHOP Shopify Inc.
-5.37%
-$12,785.52 
RGEN Repligen Corporation
-5.37%
-$899.08 
SMR NuScale Power Corporation
-5.12%
-$63 
AMD Advanced Micro Devices, Inc.
-5.08%
-$26,109.51 
SNAP Snap Inc.
-5.05%
-$162.5 
MU Micron Technology, Inc.
-5.02%
-$12,903 
NOW ServiceNow, Inc.
-4.96%
-$5,490.66 
UAL United Airlines Holdings, Inc.
-4.92%
-$69.72 
STRL Sterling Infrastructure, Inc.
-4.89%
-$109.19 
IGV iShares Expanded Tech-Software Sector ETF
-4.89%
-$1,093.44 
DUOL Duolingo, Inc.
-4.8%
-$57.2 
TEAM Atlassian Corporation Class A
-4.79%
-$218.4 
MRVL Marvell Technology, Inc.
-4.78%
-$3,090.04 
ORCL Oracle Corporation
-4.7%
-$7,091.04 
LRCX Lam Research Corporation
-4.37%
-$1,998.15 
NTAP NetApp, Inc.
-4.21%
-$289.28 
META Meta Platforms Inc Class A
-4.2%
-$49,070.04 
KLAC KLA Corporation
-4.14%
-$2,166 
AVGO Broadcom Inc.
-4.13%
-$72,280.26 
AESI Atlas Energy Solutions Inc.
-4.12%
-$1,044.65 
HROW Harrow Inc.
-4.1%
-$24.78 
AMAT Applied Materials, Inc.
-4.07%
-$13,057.57 
NEO NeoGenomics Inc.
-4.06%
-$75.6 
LITE Lumentum Holdings Inc.
-4.05%
-$70.4 
GLW Corning Incorporated
-4.04%
-$44.72 
NOK Nokia Corporation Sponsored ADR
-3.87%
-$610.5 
OPTU Altice USA Inc.
-3.86%
-$259 
FUTU Futu Holdings Limited - ADR
-3.69%
-$52.72 
SE Sea Ltd.
-3.62%
-$60.01 
FDN First Trust Dow Jones Internet Index Fund
-3.52%
-$517 
AAL American Airlines Group Inc.
-3.5%
-$15.05 
DAL Delta Air Lines, Inc.
-3.46%
-$3,348.79 
RBA Rb Global Inc.
-3.43%
-$589.03 
AFRM Affirm Holdings, Inc.
-3.4%
-$136.74 
HUBS HubSpot, Inc.
-3.38%
-$484.8 
MHK Mohawk Industries, Inc.
-3.38%
-$16.74 
HUM Humana Inc.
-3.32%
-$344.16 
TARS Tarsus Pharmaceuticals Inc.
-3.25%
-$64.68 
NFLX Netflix, Inc.
-3.22%
-$1,357.2 
CHRW C.H. Robinson Worldwide, Inc.
-3.19%
-$59.62 
AIQ Global X Artificial Intelligence & Technology ETF
-3.18%
-$8,302.78 
SNPS Synopsys, Inc.
-3.14%
-$647.53 
THC Tenet Healthcare Corporation
-3.13%
-$43.05 
SPCX Space Exploration Technologies Corp. Class A
-3.1%
-$875.9 
XYZ Block, Inc.
-3.09%
-$172.9 
NICE Nice Ltd. Sponsored ADR
-3.09%
-$53.25 
HCA HCA Healthcare Inc.
-3.09%
-$12,826.02 
JBHT J.B. Hunt Transport Services, Inc.
-3.06%
-$100.94 
DELL Dell Technologies Inc.
-3.05%
-$216.53 
TSLA Tesla, Inc.
-3.01%
-$70,489.51 
FEPI Rex FANG Innovation Premium Income ETF
-2.98%
-$1,882.5 
RAL Ralliant Corporation
-2.95%
-$6.09 
MTCH Match Group, Inc.
-2.95%
-$62.4 
AIPO Defiance AI & Power Infrastructure ETF
-2.9%
-$616 
FFIV F5 Inc.
-2.89%
-$448.12 
GMED Globus Medical Inc.
-2.88%
-$317.8 
BNTX BioNTech SE
-2.86%
-$129 
ADBE Adobe Inc.
-2.84%
-$1,863.54 
MGM MGM Resorts International
-2.83%
-$147.79 
JBL Jabil Inc.
-2.81%
-$48.48 
ALB Albemarle Corporation
-2.79%
-$63.02 
XLK State Street Technology Select Sector SPDR ETF
-2.79%
-$1,686.4 
ELF Elf Beauty Inc.
-2.78%
-$161.25 
ARGX argenx SE American Depositary Receipt
-2.78%
-$563.76 
YOU Clear Secure Inc.
-2.77%
-$6,654.52 
VSXY Victoria's Secret & Co.
-2.74%
-$29.76 
ADSK Autodesk, Inc.
-2.68%
-$32.85 
LH Labcorp Holdings Inc.
-2.68%
-$339.3 
IXN iShares Global Tech ETF
-2.66%
-$7,520.2 
SMH VanEck Semiconductor ETF
-2.65%
-$4,665.16 
ETN Eaton Corporation plc
-2.64%
-$2,697.48 
KEYS Keysight Technologies, Inc.
-2.64%
-$81.18 
VGT Vanguard Information Technology ETF
-2.63%
-$6,774.88 
GOOGL Alphabet Inc
-2.58%
-$79,971.16 
SCHW Charles Schwab Corporation
-2.57%
-$663.08 
BSY Bentley Systems, Incorporated Class B
-2.57%
-$241.8 
HOG Harley-Davidson Inc.
-2.56%
-$27.5 
MSFT Microsoft Corp.
-2.51%
-$102,186.38 
QQQ Invesco QQQ Trust, Series 1
-2.51%
-$30,474.36 
NLR VanEck Uranium and Nuclear ETF
-2.51%
-$677.6 
GNRC Generac Holdings Inc.
-2.49%
-$19.74 
QCOM QUALCOMM Incorporated
-2.48%
-$4,966.02 
GRAB Grab Holdings Limited
-2.48%
-$4.02 
GOOG Alphabet Inc
-2.47%
-$47,613.45 
LULU lululemon athletica inc.
-2.44%
-$12.1 
NCLH Norwegian Cruise Line Holdings Ltd.
-2.44%
-$59.62 
ICUI Icu Medical Inc.
-2.41%
-$338.52 
NAVI Navient Corporation
-2.41%
-$3.45 
HPQ HP Inc.
-2.4%
-$39.96 
CMG Chipotle Mexican Grill, Inc.
-2.39%
-$109.5 
GMAB Genmab A/S Sponsored ADR
-2.38%
-$21.6 
INSM Insmed Inc.
-2.38%
-$103.84 
CYTK Cytokinetics, Incorporated
-2.36%
-$31.71 
IWO iShares Russell 2000 Growth ETF
-2.34%
-$910.56 
VTWG Vanguard Russell 2000 Growth ETF
-2.33%
-$1,646.6 
EMN Eastman Chemical Company
-2.32%
-$68.08 
HYDR Global X Hydrogen ETF
-2.31%
-$35.2 
CBRE CBRE Group Inc.
-2.31%
-$118.94 
DGX Quest Diagnostics Inc.
-2.29%
-$93.16 
EL The Estée Lauder Companies Inc. Class A
-2.29%
-$443.45 
MGK Vanguard Mega Cap Growth ETF
-2.25%
-$2,070 
IWF iShares Russell 1000 Growth ETF
-2.22%
-$17,299.68 
INTU Intuit Inc.
-2.22%
-$623.05 
VONG Vanguard Russell 1000 Growth Fund
-2.21%
-$3,226.2 
CRM Salesforce Inc
-2.19%
-$799.94 
Q Qnity Electronics Inc.
-2.17%
-$108.78 
CWB SPDR Bloomberg Convertible Securities ETF
-2.13%
-$2,070 
AMZN Amazon.com Inc
-2.12%
-$43,901.55 
EBAY eBay Inc.
-2.12%
-$4,625.4 
UA Under Armour Inc.
-2.1%
-$68.4 
STT State Street Corp
-2.09%
-$24.5 
IVZ Invesco Ltd.
-2.08%
-$46.8 
VUG Vanguard Growth ETF
-2.06%
-$5,661 
BCRX BioCryst Pharmaceuticals Inc.
-2.06%
-$24.75 
PSBD Palmer Square Capital BDC Inc.
-2.05%
-$1,039.6 
CSCO Cisco Systems, Inc.
-2.05%
-$13,774.5 
VXF Vanguard Extended Market ETF
-2.05%
-$1,888 
EW Edwards Lifesciences Corporation
-2.04%
-$2,970 
DLB Dolby Laboratories Inc.
-2.04%
-$260.4 
JMOM JPMorgan U.S. Momentum Factor ETF
-2.03%
-$832.5 
IZRL Ark Israel Innovative Technology ETF
-2.03%
-$339.15 
VRTX Vertex Pharmaceuticals Incorporated
-2.01%
-$992.33 
APH Amphenol Corporation
-2%
-$2,236.36 
MTB M&T Bank Corporation
-1.96%
-$28,924.17 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.96%
-$660 
UAA Under Armour Inc.
-1.95%
-$26.7 
TRTX Tpg Re Finance Trust Inc.
-1.94%
-$6.33 
IUSG iShares Core S&P U.S. Growth ETF
-1.94%
-$937.5 
STM STMicroelectronics N.V.
-1.94%
-$76.92 
TXRH Texas Roadhouse Inc.
-1.93%
-$795.3 
PBI Pitney Bowes Inc.
-1.91%
-$22.11 
ILMN Illumina, Inc.
-1.9%
-$509 
DXCM DexCom, Inc.
-1.89%
-$232.4 
VOOG Vanguard S&P 500 Growth ETF
-1.88%
-$979.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.87%
-$23,280.14 
SF Stifel Financial Corp.
-1.86%
-$108.8 
XT iShares Future Exponential Technologies ETF
-1.86%
-$178.25 
USAU U.S. Gold Corp.
-1.86%
-$3.83 
PRKS United Parks & Resorts Inc.
-1.83%
-$3 
TGT Target Corporation
-1.81%
-$266.02 
RL Ralph Lauren Corporation
-1.8%
-$169.44 
NAT Nordic American Tankers Ltd.
-1.79%
-$14.56 
ARE Alexandria Real Estate Equities, Inc.
-1.78%
-$24.91 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.76%
-$1,235.04 
DE Deere & Company
-1.71%
-$4,062.59 
CEG Constellation Energy Corporation
-1.71%
-$473.69 
BKNG Booking Holdings Inc.
-1.69%
-$490 
EEM iShares MSCI Emerging Markets ETF
-1.69%
-$11,416.68 
WYNN Wynn Resorts, Limited
-1.68%
-$25.8 
CHWY Chewy Inc.
-1.67%
-$220.1 
A Agilent Technologies Inc.
-1.66%
-$17.46 
SPOT Spotify Technology S.A.
-1.65%
-$245.84 
DECK Deckers Outdoor Corporation
-1.62%
-$92.73 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.62%
-$4,111.8 
CDNS Cadence Design Systems, Inc.
-1.59%
-$460.13 
ARES Ares Management Corporation
-1.59%
-$52.63 
MELI MercadoLibre, Inc.
-1.59%
-$177.3 
EQIX Equinix, Inc.
-1.58%
-$502.4 
IEMG iShares Core MSCI Emerging Markets ETF
-1.56%
-$741.76 
AVEM Avantis Emerging Markets Equity ETF
-1.56%
-$2,213.7 
VTWO Vanguard Russell 2000 ETF
-1.56%
-$30,705.7 
EXPD Expeditors International of Washington, Inc.
-1.55%
-$36.96 
UBER Uber Technologies, Inc.
-1.55%
-$1,379.04 
GDDY Godaddy Inc.
-1.55%
-$1.66 
ECL Ecolab Inc.
-1.49%
-$2,337.12 
VOYA Voya Financial Inc.
-1.48%
-$394.8 
GAP Gap Inc.
-1.47%
-$31.74 
LYV Live Nation Entertainment, Inc.
-1.47%
-$172.38 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-1.45%
-$7.91 
LOGI Logitech International S.A.
-1.43%
-$37.5 
EXPE Expedia Group, Inc.
-1.41%
-$16.4 
JQUA JPMorgan U.S. Quality Factor ETF
-1.4%
-$889.34 
VST Vistra Corp
-1.4%
-$81.7 
PWR Quanta Services Inc.
-1.38%
-$728.16 
VB Vanguard Small-Cap ETF
-1.36%
-$351.9 
MTD Mettler-Toledo International Inc.
-1.35%
-$133.14 
BATRK Atlanta Braves Holdings, Inc.
-1.34%
-$1.32 
SAN Banco Santander S.A. Sponsored ADR
-1.34%
-$65.34 
OEF iShares S&P 100 ETF
-1.33%
-$3,840 
SGRY Surgery Partners Inc.
-1.33%
-$5.68 
VWO Vanguard FTSE Emerging Markets ETF
-1.31%
-$4,407.48 
CLH Clean Harbors Inc.
-1.3%
-$83.2 
SCHE Schwab Emerging Markets Equity ETF
-1.29%
-$324.57 
APAM Artisan Partners Asset Management Inc.
-1.28%
-$2.94 
GS The Goldman Sachs Group, Inc.
-1.28%
-$1,540.35 
BKLC BNY Mellon US Large Cap Core Equity ETF
-1.28%
-$10,725.75 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$2,795.94 
SHW The Sherwin-Williams Company
-1.26%
-$1,015.75 
SCHB Schwab U.S. Broad Market ETF
-1.25%
-$6,255.59 
SCHM Schwab U.S. Mid-Cap ETF
-1.25%
-$1,290 
MBC MasterBrand, Inc.
-1.24%
-$0.85 
WLK Westlake Corporation
-1.24%
-$3.16 
JCI Johnson Controls International plc
-1.24%
-$80.52 
WDFC WD-40 Company
-1.23%
-$223.2 
SCHK Schwab 1000 Index ETF
-1.23%
-$500.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.23%
-$909,432.68 
NVO Novo Nordisk A/S Sponsored ADR
-1.22%
-$94.56 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.22%
-$8,633.03 
DVA DaVita Inc.
-1.21%
-$6.84 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-1.2%
-$346.92 
SPY SPDR S&P 500 ETF Trust
-1.19%
-$19,009.41 
SCHX Schwab U.S. Large-Cap ETF
-1.19%
-$2,336.04 
STE STERIS plc
-1.18%
-$31.8 
UNH UnitedHealth Group Incorporated
-1.17%
-$2,043.7 
DHR Danaher Corporation
-1.17%
-$1,174.5 
VEEV Veeva Systems Inc.
-1.17%
-$598.6 
IWB iShares Russell 1000 ETF
-1.17%
-$54.07 
IVV iShares Core S&P 500 ETF
-1.17%
-$64,438.08 
RMD ResMed Inc.
-1.16%
-$208.68 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-1.16%
-$9,147.64 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.16%
-$3,243.19 
VOO Vanguard S&P 500 ETF
-1.16%
-$71,520.89 
IWR iShares Russell Mid-Cap ETF
-1.15%
-$2,082.78 
TYL Tyler Technologies Inc.
-1.15%
-$366.96 
ESGU iShares ESG Aware MSCI USA ETF
-1.14%
-$926.4 
DFAU Dimensional US Core Equity Market ETF
-1.14%
-$832.48 
LEN Lennar Corporation
-1.14%
-$105.31 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.13%
-$485 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.12%
-$9,429.9 
PYPL PayPal Holdings Inc
-1.12%
-$57.6 
BWA BorgWarner Inc.
-1.11%
-$131.95 
ASTL Algoma Steel Group Inc.
-1.1%
-$4.5 
ADI Analog Devices, Inc.
-1.1%
-$132.9 
ALG Alamo Group Inc.
-1.09%
-$19.92 
IBIT iShares Bitcoin Trust
-1.08%
-$429.25 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-1.08%
-$132.72 
NVDA NVIDIA Corporation
-1.05%
-$44,403.1 
BBWI Bath & Body Works, Inc.
-1.05%
-$7.74 
ODFL Old Dominion Freight Line, Inc.
-1.04%
-$15.76 
EMR Emerson Electric Co.
-1.04%
-$581.36 
VIOO Vanguard S&P Small-Cap 600 ETF
-1.04%
-$1,061.34 
VIRT Virtu Financial, Inc.
-1.04%
-$2.38 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.02%
-$2,581.12 
GILD Gilead Sciences Inc.
-1.01%
-$337.08 
DK Delek US Holdings Inc.
-1.01%
-$78.28 
R Ryder System Inc.
-1.01%
-$14.52 
DB Deutsche Bank AG
-1%
-$63.03 
PLD Prologis Inc.
-1%
-$488.95 
IJH iShares Core S&P Mid-Cap ETF
-1%
-$38,557.14 
ALSN Allison Transmission Holdings Inc.
-0.99%
-$56 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.98%
-$1,025.5 
VT Vanguard Total World Stock ETF
-0.98%
-$11,191 
GBTC Grayscale Bitcoin Trust ETF
-0.96%
-$551.44 
URI United Rentals, Inc.
-0.96%
-$803.2 
ACWI iShares MSCI ACWI ETF
-0.95%
-$18,497.5 
IJR iShares Core S&P Small-Cap ETF
-0.95%
-$14,144 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.95%
-$2,116.89 
BBY Best Buy Co., Inc.
-0.94%
-$5.34 
MDT Medtronic plc
-0.94%
-$1,041.3 
RCL Royal Caribbean Group
-0.94%
-$68.38 
AZN AstraZeneca PLC American Depositary Shares
-0.92%
-$149.38 
NLY Annaly Capital Management, Inc.
-0.92%
-$3.91 
SPYI NEOS S&P 500 High Income ETF
-0.92%
-$594 
RITM Rithm Capital Corp.
-0.92%
-$6 
QUAL iShares MSCI USA Quality Factor ETF
-0.91%
-$579.6 
BMY Bristol-Myers Squibb Company
-0.91%
-$335.5 
CVU CPI Aerostructures Inc.
-0.9%
-$89.4 
MOS Mosaic Company
-0.9%
-$13.26 
JPY Lazard Japanese Equity Fund
-0.9%
-$24.21 
MMM 3M Company
-0.89%
-$227.85 
GEHC GE HealthCare Technologies Inc.
-0.88%
-$73.16 
AQEC AQE Core ETF
-0.88%
-$5.32M 
SUNB Sunbelt Rentals Holdings, Inc.
-0.88%
-$46.9 
MS Morgan Stanley
-0.87%
-$454.74 
SAP SAP SE Sponsored ADR
-0.87%
-$128.7 
IBM International Business Machines Corporation
-0.86%
-$84.84 
CSL Carlisle Companies Inc.
-0.85%
-$71 
FIS Fidelity National Information Services, Inc.
-0.82%
-$47.49 
REGN Regeneron Pharmaceuticals, Inc.
-0.81%
-$25.64 
VO Vanguard Mid-Cap ETF
-0.8%
-$2,530.45 
AXTA Axalta Coating Systems Ltd.
-0.8%
-$2.43 
MLI Mueller Industries Inc.
-0.8%
-$238.62 
OLED Universal Display Corporation
-0.79%
-$4.34 
PVH PVH Corp.
-0.78%
-$2 
NWSA News Corporation
-0.78%
-$11.28 
FHLC Fidelity MSCI Health Care Index ETF
-0.76%
-$390 
YUM Yum! Brands, Inc.
-0.76%
-$4.6 
BAC Bank of America Corporation
-0.75%
-$3,203.07 
BXP Boston Properties, Inc.
-0.75%
-$11.25 
J Jacobs Solutions Inc.
-0.74%
-$70.35 
ITB iShares U.S. Home Construction ETF
-0.74%
-$11.52 
GPN Global Payments Inc.
-0.74%
-$217 
SLV iShares Silver Trust
-0.73%
-$22.8 
CFG Citizens Financial Group, Inc.
-0.72%
-$35.42 
WAB Wabtec Corporation
-0.72%
-$39.52 
SEIC SEI Investments Company
-0.72%
-$188.48 
WSM Williams-Sonoma, Inc.
-0.72%
-$360 
NMR Nomura Holdings Inc. Sponsored ADR
-0.7%
-$17.55 
IJS iShares S&P Small-Cap 600 Value ETF
-0.69%
-$818.92 
POWI Power Integrations Inc.
-0.69%
-$33.17 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
-0.69%
-$130.09 
MFG Mizuho Financial Group Inc. ADR
-0.69%
-$3.57 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.68%
-$889.85 
ALC Alcon Inc.
-0.68%
-$552.15 
AOS A. O. Smith Corporation
-0.67%
-$602.8 
DHI D.R. Horton, Inc.
-0.66%
-$26.82 
JHX James Hardie Industries plc
-0.66%
-$0.85 
FIVE Five Below, Inc.
-0.65%
-$1,539.68 
BGC BGC Group, Inc.
-0.65%
-$4.5 
FWONA Liberty Media Corporation
-0.65%
-$3.77 
IP International Paper Company
-0.65%
-$70.4 
PSLV Sprott Physical Silver Trust
-0.65%
-$2,532.12 
EWJ iShares MSCI Japan ETF
-0.64%
-$294.63 
HUBB Hubbell Inc.
-0.63%
-$229.89 
SOLS Sollensys Corp
-0.62%
-$16.28 
FCX Freeport-McMoRan Inc.
-0.61%
-$2,039.91 
IEX IDEX Corporation
-0.61%
-$4.33 
FDX FedEx Corporation
-0.61%
-$455.93 
SIVR abrdn Physical Silver Shares ETF
-0.59%
-$2,400 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.58%
-$334.8 
CTVA Corteva Inc.
-0.58%
-$156.6 
ROP Roper Technologies Inc.
-0.58%
-$8.88 
RJF Raymond James Financial Inc.
-0.58%
-$3.64 
RSP Invesco S&P 500 Equal Weight ETF
-0.56%
-$356,325.64 
IXUS iShares Core International Stock ETF
-0.56%
-$9,798.6 
VEU Vanguard FTSE All-World ex-US ETF
-0.56%
-$434.52 
BKMC BNY Mellon US Mid Cap Core Equity ETF
-0.55%
-$805.52 
ABNB Airbnb, Inc.
-0.54%
-$4.72 
PHIN Phinia Inc.
-0.54%
-$8.06 
IYH iShares U.S. Healthcare ETF
-0.54%
-$112 
AMGN Amgen Inc.
-0.53%
-$582.93 
PRF Invesco FTSE RAFI US 1000 ETF
-0.53%
-$457.25 
DLTR Dollar Tree, Inc.
-0.52%
-$1,266.85 
BBJP JPMorgan BetaBuilders Japan Fund
-0.52%
-$2,294.38 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.51%
-$9,349.15 
EPAM Epam Systems Inc.
-0.5%
-$65.88 
COR Cencora, Inc.
-0.49%
-$32.11 
RACE Ferrari N.V.
-0.49%
-$25.61 
EFG iShares MSCI EAFE Growth ETF
-0.49%
-$69.61 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.48%
-$404.8 
APO Apollo Global Management, Inc.
-0.48%
-$806.78 
PAVE Global X U.S. Infrastructure Development ETF
-0.47%
-$62.5 
AVLV Avantis U.S. Large Cap Value ETF
-0.47%
-$601.04 
AMP Ameriprise Financial, Inc.
-0.47%
-$656.08 
CAT Caterpillar Inc.
-0.46%
-$1,876.81 
MBI MBIA Inc.
-0.46%
-$0.14 
SYY Sysco Corporation
-0.46%
-$234.75 
FTV Fortive Corporation
-0.45%
-$2.6 
VLTO Veralto Corporation
-0.45%
-$68.4 
USMV iShares MSCI USA Min Vol Factor ETF
-0.44%
-$157.5 
DIS The Walt Disney Company
-0.43%
-$440.16 
OMC Omnicom Group Inc.
-0.42%
-$105.74 
SCCO Southern Copper Corporation
-0.41%
-$4.2 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.4%
-$335.96 
XLV Health Care Select Sector SPDR Fund
-0.4%
-$52.5 
SFBS ServisFirst Bancshares Inc.
-0.39%
-$5,022 
DGT SPDR Global Dow ETF
-0.39%
-$73.93 
XME SPDR S&P Metals & Mining ETF
-0.39%
-$7.9 
WST West Pharmaceutical Services, Inc.
-0.39%
-$241.38 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.38%
-$485.62 
ASML ASML Holding N.V. New York Registry Shares
-0.38%
-$514.75 
PFG Principal Financial Group, Inc.
-0.38%
-$2.05 
UBS UBS Group AG
-0.37%
-$31.5 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.36%
-$30 
JNK SPDR Bloomberg High Yield Bond ETF
-0.36%
-$10.05 
PRU Prudential Financial, Inc.
-0.36%
-$65.57 
AVUV Avantis U.S. Small Cap Value ETF
-0.36%
-$492.35 
ADM Archer-Daniels-Midland Co
-0.36%
-$2.36 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.35%
-$125 
MAC The Macerich Company
-0.35%
-$31.36 
NDAQ Nasdaq, Inc.
-0.34%
-$217.28 
GWW W.W. Grainger, Inc.
-0.34%
-$67.8 
EQH Equitable Holdings, Inc.
-0.33%
-$1.93 
AVY Avery Dennison Corporation
-0.32%
-$5.7 
NKE Nike, Inc. - Class B
-0.32%
-$5.64 
AME Ametek Inc.
-0.32%
-$359.2 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-0.32%
-$1.74 
EVTC Evertec, Inc.
-0.32%
-$1.3 
IWD iShares Russell 1000 Value ETF
-0.31%
-$1,451.46 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-0.3%
-$33.45 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.3%
-$53.1 
JEPI JPMorgan Equity Premium Income Fund
-0.3%
-$160.82 
ISRG Intuitive Surgical, Inc.
-0.3%
-$764.05 
DFSV Dimensional US Small Cap Value ETF
-0.29%
-$316.18 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.28%
-$85.32 
FOXA Fox Corporation
-0.28%
-$7.2 
TEL TE Connectivity plc
-0.28%
-$21.83 
SNN Smith & Nephew plc ADR
-0.28%
-$1.36 
MA Mastercard Incorporated
-0.27%
-$809.51 
UPBD Upbound Group, Inc.
-0.27%
-$1.98 
EHC Encompass Health Corporation
-0.27%
-$228.14 
GEV GE Vernova Inc.
-0.27%
-$312.42 
CLF Cleveland-Cliffs Inc.
-0.25%
-$5.55 
FEZ SPDR Euro Stoxx 50 ETF
-0.24%
-$820.66 
LVS Las Vegas Sands Corp.
-0.23%
-$44.1 
PHM PulteGroup Inc.
-0.23%
-$36.14 
BKIE BNY Mellon International Equity ETF
-0.23%
-$225 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$4,900.22 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.2%
-$94,242.96 
AES AES Corporation
-0.2%
-$6.66 
VIG Vanguard Dividend Appreciation ETF
-0.19%
-$62,494.42 
IUSV iShares Core S&P U.S. Value ETF
-0.19%
-$105.6 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.19%
-$17,699.78 
XLI Industrial Select Sector SPDR Fund
-0.19%
-$113.92 
CAH Cardinal Health Inc.
-0.18%
-$7.05 
DOC Healthpeak Properties, Inc.
-0.18%
-$3.29 
IVE ISHARES S&P 500 VALUE ETF
-0.18%
-$16,911.47 
CSX CSX Corporation
-0.17%
-$57.88 
BKLN Invesco Senior Loan ETF
-0.17%
-$7 
IFF International Flavors & Fragrances Inc.
-0.17%
-$53.25 
BNDX Vanguard Total International Bond ETF
-0.16%
-$82.8 
DG Dollar General Corporation
-0.13%
-$80.82 
AAAU Goldman Sachs Physical Gold ETF
-0.13%
-$248.16 
MCO Moody's Corporation
-0.13%
-$2.56 
EFA iShares MSCI EAFE ETF
-0.12%
-$17.76 
IAU iShares Gold Trust
-0.12%
-$3,024 
AER AerCap Holdings N.V.
-0.11%
-$1.65 
GLD SPDR Gold Shares
-0.11%
-$2,835.35 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.11%
-$4.05 
ICL ICL Group Ltd.
-0.1%
-$0.42 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$15.97 
CWEN Clearway Energy Inc.
-0.1%
-$0.24 
SNY Sanofi American Depositary Receipt
-0.1%
-$1.52 
IHE iShares U.S. Pharmaceuticals ETF
-0.1%
-$45 
UNP Union Pacific Corporation
-0.1%
-$54.04 
RBC RBC Bearings Incorporated
-0.1%
-$45.59 
CSGP CoStar Group, Inc.
-0.09%
-$3.3 
LOPE Grand Canyon Education Inc.
-0.09%
-$22.65 
IEFA iShares Core MSCI EAFE ETF
-0.09%
-$263.79 
CTAS Cintas Corporation
-0.08%
-$6.12 
PH Parker-Hannifin Corporation
-0.08%
-$143.64 
TSCO Tractor Supply Company
-0.07%
-$12 
IGEB iShares Investment Grade Corporate Bond ETF
-0.07%
-$263.39 
MBB iShares MBS ETF
-0.07%
-$260.98 
AXP American Express Company
-0.07%
-$130.5 
GNL Global Net Lease, Inc.
-0.07%
-$21.07 
TRMK Trustmark Corporation
-0.07%
-$178.5 
HBAN Huntington Bancshares Incorporated
-0.07%
-$1.16 
DFLV Dimensional US Large Cap Value ETF
-0.06%
-$3.52 
GM General Motors Company
-0.06%
-$7.45 
AMCR Amcor plc
-0.06%
-$0.23 
MPC Marathon Petroleum Corporation
-0.06%
-$25.38 
FOX Fox Corporation Class B Common Stock
-0.05%
-$0.45 
QGEN QIAGEN N.V.
-0.04%
-$0.06 
COWZ Pacer US Cash Cows 100 ETF
-0.04%
-$38.4 
RWO SPDR Dow Jones Global Real Estate ETF
-0.04%
-$1.56 
BBAX JPMorgan BetaBuilders Developed Markets ETF
-0.04%
-$68.62 
PPLT abrdn Physical Platinum Shares ETF
-0.03%
-$16.6 
OLN Olin Corporation
-0.03%
-$35.42 
GRMN Garmin Ltd.
-0.03%
-$1.19 
PNR Pentair plc
-0.02%
-$0.38 
RIO Rio Tinto Plc Sponsored ADR
-0.02%
-$0.47 
PHYS Sprott Physical Gold Trust
-0.02%
-$26.03 
CHKP Check Point Software Technologies Ltd.
-0.01%
-$0.06 
CMI Cummins Inc.
0%
-$1.14 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
0%
-$27.1 Events
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Dividends
Dividend Analysis
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| Trades 4116 | Longs Won 2820/4116 68% | Profit Factor 18.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $481,994.61 |
| Average Win $77,736.82 | Best Trade (Oct 16) $18.14M | Sharpe Ratio -13.41 |
| Average Loss -$9,282.69 | Worst Trade (Oct 15) -$2.86M | Z-Score 7.83 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 5d | Expectancy $50,336.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 125,000 | 112,500 | 100,000 | 87,500 | 75,000 | 62,500 | 50,000 | 37,500 | 25,000 | 12,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 6 | $684 | $1,035.84 | - | $351.84 | 51.44% | -1.658% |
| AAAU Goldman Sachs Physical Gold ETF | 4,512 | $117,425 | $185,420.64 | - | $67,995.64 | 57.91% | -0.134% |
| AAL American Airlines Group Inc. | 35 | $376 | $414.75 | - | $38.75 | 10.31% | -3.502% |
| AAPL Apple Inc. | 25,230 | $5.34M | $8.65M | - | $3.31M | 61.94% | +0.24% |
| ABBV AbbVie Inc. | 1,150 | $237,172.58 | $327,980 | - | $90,807.42 | 38.29% | +0.635% |
| ABNB Airbnb, Inc. | 5 | $631.39 | $866.67 | - | $235.28 | 37.26% | -0.542% |
| ABT Abbott Laboratories | 1,463 | $185,623.73 | $153,234.62 | - | -$32,389.11 | -17.45% | +0.057% |
| ACGL Arch Capital Group Ltd | 7 | $672 | $706.96 | - | $34.96 | 5.2% | +1.697% |
| ACN Accenture plc Class A | 284 | $45,310.58 | $64,399.84 | - | $19,089.26 | 42.13% | +0.818% |
| ACWI iShares MSCI ACWI ETF | 12,250 | $1.25M | $1.93M | - | $685,387.74 | 54.98% | -0.948% |
| ADBE Adobe Inc. | 261 | $109,520.26 | $63,822.33 | - | -$45,697.93 | -41.73% | -2.837% |
| ADI Analog Devices, Inc. | 30 | $9,544 | $11,985.6 | - | $2,441.6 | 25.58% | -1.097% |
| ADM Archer-Daniels-Midland Co | 8 | $582 | $661.08 | - | $79.08 | 13.59% | -0.356% |
| ADP Automatic Data Processing Inc. | 1 | $203 | $287.02 | - | $84.02 | 41.39% | +0.48% |
| ADSK Autodesk, Inc. | 5 | $1,197 | $1,192.95 | - | -$4.05 | -0.34% | -2.68% |
| AEE Ameren Corporation | 21 | $2,308 | $2,227.05 | - | -$80.95 | -3.51% | +2.207% |
| AEG Aegon N.V. | 398 | $2,889 | $3,313.35 | - | $424.35 | 14.69% | +0.665% |
| AEP American Electric Power Company, Inc. | 150 | $18,763.44 | $19,026.75 | - | $263.31 | 1.4% | +2.056% |
| AER AerCap Holdings N.V. | 10 | $1,372 | $1,457.55 | - | $85.55 | 6.24% | -0.113% |
| AES AES Corporation | 222 | $3,128 | $3,316.68 | - | $188.68 | 6.03% | -0.2% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for NICOLE MARTIN?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard International High Dividend Yield Index Fund - $11.35M, VANGUARD FTSE DEVELOPED MARKETS ETF - $10.29M, NVIDIA Corporation - $6.32M, Vanguard High Dividend Yield ETF - $5.24M, and Schwab U.S. Large-Cap ETF - $5.12M. 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: lululemon athletica inc - $1.22M, Adobe Inc - $624,256.25, UnitedHealth Group Incorporated - $339,666.12, Aon plc - $289,879.68, and Constellation Brands, Inc - $242,697.03. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does NICOLE MARTIN's portfolio generate?
The portfolio generates substantial dividend income, with a total of $28.65M earned over time. The largest contributors to dividend income include Vanguard High Dividend Yield ETF - $4.45M, Vanguard Short-Term Treasury Fund - $4.1M, VANGUARD FTSE DEVELOPED MARKETS ETF - $4.01M, Vanguard International High Dividend Yield Index Fund - $2.44M, and Vanguard Dividend Appreciation ETF - $1.62M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are NICOLE MARTIN's monthly returns?
NICOLE MARTIN'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 NICOLE MARTIN's strategy be considered aggressive or moderate?
NICOLE MARTIN's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow NICOLE MARTIN's strategy?
NICOLE MARTIN's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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