Mga Batayang Estadistika
Nilai Portofolio $ 287,569,337
Posisi Saat Ini 165
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Fernwood Investment Management, LLC telah mengungkapkan total kepemilikan 165 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 287,569,337 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Fernwood Investment Management, LLC adalah Texas Pacific Land Corporation (US:TPL) , Apple Inc. (US:AAPL) , Meta Platforms, Inc. (US:META) , Vanguard World Fund - Vanguard Mega Cap Growth ETF (US:MGK) , and NVIDIA Corporation (US:NVDA) . Posisi baru Fernwood Investment Management, LLC meliputi: AppLovin Corporation (US:APP) , Comstock Resources, Inc. (US:CRK) , Global X Funds - Global X Data Center REITs & Digital Infrastructure ETF (US:VPN) , Concentra Group Holdings Parent, Inc. (US:CON) , and .

Fernwood Investment Management, LLC - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.02 27.10 9.4254 2.3865
0.01 6.23 2.1649 0.7973
0.05 5.45 1.8951 0.7210
0.08 10.35 3.5991 0.5396
0.04 9.03 3.1414 0.5118
0.00 1.40 0.4860 0.4860
0.28 7.64 2.6558 0.4839
0.04 7.76 2.6998 0.4641
0.03 11.50 3.9977 0.4218
0.04 1.68 0.5828 0.4073
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.00 0.35 0.1216 -2.7225
0.00 0.00 -0.3908
0.00 0.00 -0.3286
0.00 0.00 -0.3247
0.01 1.12 0.3883 -0.3096
0.00 0.00 -0.2945
0.00 0.00 -0.2841
0.02 0.79 0.2761 -0.2649
0.01 6.87 2.3895 -0.2266
0.01 0.85 0.2958 -0.2221
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-02-13 untuk periode pelaporan 2024-12-31. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
TPL / Texas Pacific Land Corporation 0.02 0.40 27.10 25.50 9.4254 2.3865
AAPL / Apple Inc. 0.05 -10.47 12.44 -3.77 4.3249 0.1123
META / Meta Platforms, Inc. 0.02 -2.56 11.79 -0.33 4.1007 0.2443
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF 0.03 -1.76 11.50 4.79 3.9977 0.4218
NVDA / NVIDIA Corporation 0.08 -0.29 10.35 10.27 3.5991 0.5396
AMZN / Amazon.com, Inc. 0.04 -4.90 9.03 11.97 3.1414 0.5118
GOOGL / Alphabet Inc. 0.04 -0.83 7.76 13.18 2.6998 0.4641
BBIO / BridgeBio Pharma, Inc. 0.28 6.34 7.64 14.62 2.6558 0.4839
LLY / Eli Lilly and Company 0.01 -1.75 6.87 -14.39 2.3895 -0.2266
AXON / Axon Enterprise, Inc. 0.01 -0.24 6.23 48.39 2.1649 0.7973
MSCI / MSCI Inc. 0.01 1.40 6.21 4.37 2.1603 0.2203
PLRX / Pliant Therapeutics, Inc. 0.43 -17.09 5.60 -2.61 1.9483 0.0735
MSFT / Microsoft Corporation 0.01 -4.07 5.49 -6.03 1.9088 0.0047
MRVL / Marvell Technology, Inc. 0.05 -1.21 5.45 51.28 1.8951 0.7210
ARCC / Ares Capital Corporation 0.23 0.74 5.09 5.32 1.7704 0.1948
IYK / iShares Trust - iShares U.S. Consumer Staples ETF 0.08 -2.38 4.95 -9.26 1.7206 -0.0568
MDB / MongoDB, Inc. 0.02 -1.46 4.72 -15.13 1.6421 -0.1716
PM / Philip Morris International Inc. 0.03 4.44 4.18 3.54 1.4548 0.1378
CMG / Chipotle Mexican Grill, Inc. 0.07 -2.37 3.98 2.18 1.3834 0.1143
GOOG / Alphabet Inc. 0.02 -1.28 3.82 12.46 1.3278 0.2210
MO / Altria Group, Inc. 0.07 -0.77 3.63 1.65 1.2612 0.0984
V / Visa Inc. 0.01 -3.22 3.62 11.26 1.2579 0.1980
GNRC / Generac Holdings Inc. 0.02 -0.86 3.20 -3.24 1.1129 0.0348
UNP / Union Pacific Corporation 0.01 -2.96 3.06 -10.24 1.0640 -0.0468
GLNG / Golar LNG Limited 0.07 -2.96 3.05 11.70 1.0622 0.1711
ESTC / Elastic N.V. 0.03 4.50 2.76 34.91 0.9596 0.2928
ORLY / O'Reilly Automotive, Inc. 0.00 -4.54 2.50 -1.69 0.8680 0.0404
XOM / Exxon Mobil Corporation 0.02 -1.91 2.43 -10.00 0.8457 -0.0349
TSLA / Tesla, Inc. 0.01 -10.69 2.42 37.83 0.8413 0.2693
CRWD / CrowdStrike Holdings, Inc. 0.01 -1.07 2.37 20.71 0.8228 0.1838
ABBV / AbbVie Inc. 0.01 -2.03 2.21 -11.85 0.7682 -0.0486
COR / Cencora, Inc. 0.01 -6.44 2.12 -6.65 0.7376 -0.0027
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund 0.06 -3.07 2.02 2.85 0.7038 0.0624
MCD / McDonald's Corporation 0.01 -3.48 1.93 -8.14 0.6711 -0.0134
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.02 4.83 1.88 2.22 0.6555 0.0547
PSX / Phillips 66 0.02 -2.37 1.88 -15.37 0.6532 -0.0703
JNJ / Johnson & Johnson 0.01 -3.21 1.86 -13.62 0.6466 -0.0550
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF 0.02 0.28 1.86 8.73 0.6453 0.0892
ACN / Accenture plc 0.01 -7.20 1.81 -7.64 0.6307 -0.0094
STZ / Constellation Brands, Inc. 0.01 -3.00 1.79 -16.82 0.6209 -0.0787
BSX / Boston Scientific Corporation 0.02 -1.29 1.70 5.19 0.5924 0.0646
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.01 0.00 1.68 -10.72 0.5852 -0.0289
ZWS / Zurn Elkay Water Solutions Corporation 0.04 199.87 1.68 211.52 0.5828 0.4073
DAY / Dayforce Inc. 0.02 -5.08 1.63 12.65 0.5668 0.0949
HE / Hawaiian Electric Industries, Inc. 0.17 24.84 1.62 25.45 0.5625 0.1423
MSGS / Madison Square Garden Sports Corp. 0.01 0.00 1.49 8.37 0.5180 0.0700
SAFT / Safety Insurance Group, Inc. 0.02 5.41 1.48 6.25 0.5140 0.0604
CBOE / Cboe Global Markets, Inc. 0.01 -6.21 1.48 -10.55 0.5130 -0.0245
BRK.B / Berkshire Hathaway Inc. 0.00 1.57 1.47 0.07 0.5099 0.0321
NEO / NeoGenomics, Inc. 0.09 -1.45 1.45 10.08 0.5055 0.0752
APP / AppLovin Corporation 0.00 1.40 0.4860 0.4860
YUM / Yum! Brands, Inc. 0.01 -0.96 1.39 -4.87 0.4829 0.0070
COP / ConocoPhillips 0.01 -3.46 1.30 -9.10 0.4519 -0.0139
MDU / MDU Resources Group, Inc. 0.07 -3.57 1.21 -36.64 0.4224 -0.2021
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.01 -1.93 1.18 0.94 0.4107 0.0296
JSPR / Jasper Therapeutics, Inc. 0.05 0.00 1.13 13.68 0.3933 0.0690
YUMC / Yum China Holdings, Inc. 0.02 -1.35 1.13 5.51 0.3928 0.0440
DVY / iShares Trust - iShares Select Dividend ETF 0.01 -46.35 1.12 -47.87 0.3883 -0.3096
GILD / Gilead Sciences, Inc. 0.01 -6.05 1.11 3.45 0.3866 0.0365
OLED / Universal Display Corporation 0.01 -2.25 1.11 -31.92 0.3859 -0.1454
CLOU / Global X Funds - Global X Cloud Computing ETF 0.05 -2.95 1.09 13.15 0.3802 0.0653
SLG / SL Green Realty Corp. 0.02 0.00 1.05 -2.51 0.3648 0.0144
WMB / The Williams Companies, Inc. 0.02 0.00 1.01 18.61 0.3503 0.0734
SBAC / SBA Communications Corporation 0.00 -5.80 0.99 -20.24 0.3455 -0.0605
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF 0.03 0.00 0.98 -0.41 0.3420 0.0202
K / Kellanova 0.01 -1.62 0.98 -1.31 0.3417 0.0172
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 0.01 -2.05 0.96 -2.44 0.3335 0.0131
CRK / Comstock Resources, Inc. 0.05 0.96 0.3335 0.3335
NFLX / Netflix, Inc. 0.00 0.00 0.95 25.66 0.3287 0.0835
DIS / The Walt Disney Company 0.01 -25.88 0.88 -14.19 0.3050 -0.0282
MDT / Medtronic plc 0.01 -39.66 0.85 -46.51 0.2958 -0.2221
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF 0.02 -10.28 0.85 -21.10 0.2954 -0.0555
ATEC / Alphatec Holdings, Inc. 0.09 0.77 0.84 66.47 0.2936 0.1282
RVMD / Revolution Medicines, Inc. 0.02 0.00 0.81 -3.58 0.2815 0.0079
CVS / CVS Health Corporation 0.02 -33.00 0.79 -52.20 0.2761 -0.2649
HD / The Home Depot, Inc. 0.00 -3.35 0.78 -7.22 0.2728 -0.0028
INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF 0.02 -1.30 0.77 0.00 0.2671 0.0167
RLAY / Relay Therapeutics, Inc. 0.19 0.00 0.77 -41.83 0.2661 -0.1625
PLTR / Palantir Technologies Inc. 0.01 -9.93 0.76 83.37 0.2647 0.1292
SWKS / Skyworks Solutions, Inc. 0.01 -9.50 0.76 -18.72 0.2644 -0.0406
DHR / Danaher Corporation 0.00 0.00 0.72 -17.39 0.2512 -0.0340
MKC / McCormick & Company, Incorporated 0.01 0.00 0.71 -7.30 0.2474 -0.0029
CAT / Caterpillar Inc. 0.00 0.00 0.71 -7.32 0.2469 -0.0026
AVGO / Broadcom Inc. 0.00 48.65 0.70 99.72 0.2439 0.1295
PYPL / PayPal Holdings, Inc. 0.01 -8.42 0.67 0.15 0.2341 0.0151
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 0.01 0.00 0.66 -1.04 0.2312 0.0123
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund 0.00 -7.90 0.65 3.16 0.2273 0.0207
WMT / Walmart Inc. 0.01 0.70 0.65 12.82 0.2264 0.0381
HON / Honeywell International Inc. 0.00 9.39 0.65 19.52 0.2260 0.0488
TT / Trane Technologies plc 0.00 0.00 0.65 -5.00 0.2248 0.0030
CTVA / Corteva, Inc. 0.01 -5.29 0.63 -8.26 0.2204 -0.0047
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 0.03 -2.01 0.62 -1.75 0.2146 0.0099
JXN / Jackson Financial Inc. 0.01 -6.83 0.59 -11.08 0.2067 -0.0111
UPS / United Parcel Service, Inc. 0.00 3.92 0.58 -3.95 0.2034 0.0051
OKE / ONEOK, Inc. 0.01 0.00 0.58 10.23 0.2025 0.0302
WAT / Waters Corporation 0.00 0.00 0.57 3.10 0.1967 0.0179
WFC.PRL / Wells Fargo & Company - Preferred Stock 0.00 0.00 0.56 -6.82 0.1948 -0.0012
HTD / John Hancock Tax-Advantaged Dividend Income Fund 0.03 -18.47 0.56 -22.70 0.1931 -0.0410
KAR / OPENLANE, Inc. 0.03 0.00 0.54 17.43 0.1877 0.0380
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund 0.01 0.00 0.53 -8.01 0.1838 -0.0034
MA / Mastercard Incorporated 0.00 -7.32 0.53 -1.13 0.1831 0.0095
KNF / Knife River Corporation 0.01 0.00 0.52 13.88 0.1798 0.0316
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.01 -43.13 0.52 -39.70 0.1792 -0.0993
UNH / UnitedHealth Group Incorporated 0.00 -6.09 0.51 -18.80 0.1791 -0.0275
VRNT / Verint Systems Inc. 0.02 -3.61 0.51 4.48 0.1785 0.0183
IBIT / iShares Bitcoin Trust ETF 0.01 0.00 0.51 46.82 0.1768 0.0639
CAG / Conagra Brands, Inc. 0.02 0.00 0.50 -14.70 0.1737 -0.0171
ARES / Ares Management Corporation 0.00 0.00 0.50 13.53 0.1724 0.0301
KVUE / Kenvue Inc. 0.02 -2.48 0.50 -10.00 0.1723 -0.0071
CYTK / Cytokinetics, Incorporated 0.01 0.00 0.47 -10.98 0.1636 -0.0085
HOG / Harley-Davidson, Inc. 0.02 0.00 0.46 -21.88 0.1593 -0.0316
MSGE / Madison Square Garden Entertainment Corp. 0.01 0.00 0.46 -8.82 0.1584 -0.0043
DD / DuPont de Nemours, Inc. 0.01 0.29 0.45 -14.07 0.1572 -0.0145
HSY / The Hershey Company 0.00 -13.22 0.44 -23.45 0.1546 -0.0345
RTX / RTX Corporation 0.00 -12.12 0.43 -15.95 0.1502 -0.0175
UBER / Uber Technologies, Inc. 0.01 -0.43 0.42 -20.23 0.1470 -0.0254
TSCO / Tractor Supply Company 0.01 400.00 0.42 -8.79 0.1444 -0.0040
WDAY / Workday, Inc. 0.00 0.00 0.41 5.37 0.1436 0.0161
BIIB / Biogen Inc. 0.00 -3.62 0.41 -23.97 0.1415 -0.0329
ABT / Abbott Laboratories 0.00 -7.71 0.41 -8.35 0.1413 -0.0033
PPL / PPL Corporation 0.01 0.41 0.1411 0.1411
IBB / iShares Trust - iShares Biotechnology ETF 0.00 -14.31 0.39 -22.29 0.1348 -0.0276
WY / Weyerhaeuser Company 0.01 0.00 0.38 -16.78 0.1329 -0.0169
ILMN / Illumina, Inc. 0.00 -18.46 0.35 -16.31 0.1231 -0.0150
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 -96.07 0.35 -96.00 0.1216 -2.7225
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.00 0.00 0.33 8.09 0.1164 0.0154
MSGE / Madison Square Garden Entertainment Corp. 0.01 0.00 0.33 -16.20 0.1151 -0.0138
NUE / Nucor Corporation 0.00 0.00 0.33 -22.51 0.1140 -0.0236
TCOM / Trip.com Group Limited - Depositary Receipt (Common Stock) 0.00 -22.88 0.32 -10.74 0.1127 -0.0059
MTD / Mettler-Toledo International Inc. 0.00 0.00 0.32 -18.41 0.1111 -0.0165
ORCL / Oracle Corporation 0.00 0.00 0.31 -2.21 0.1081 0.0045
NVIR / Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF 0.01 -4.67 0.31 -1.61 0.1065 0.0051
KO / The Coca-Cola Company 0.00 0.00 0.30 -13.37 0.1039 -0.0085
CL / Colgate-Palmolive Company 0.00 0.00 0.29 -12.65 0.1012 -0.0071
CIVI / Civitas Resources, Inc. 0.01 -3.07 0.29 -12.42 0.1008 -0.0069
COIN / Coinbase Global, Inc. 0.00 -10.32 0.29 25.11 0.1006 0.0252
AMLP / ALPS ETF Trust - Alerian MLP ETF 0.01 -0.84 0.28 1.43 0.0989 0.0074
THRM / Gentherm Incorporated 0.01 0.00 0.28 -14.07 0.0978 -0.0091
LYB / LyondellBasell Industries N.V. 0.00 -11.70 0.28 -31.54 0.0975 -0.0361
VNT / Vontier Corporation 0.01 0.00 0.28 8.20 0.0965 0.0128
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF 0.00 -4.10 0.26 11.39 0.0921 0.0148
DECK / Deckers Outdoor Corporation 0.00 0.26 0.0918 0.0918
INDA / iShares Trust - iShares MSCI India ETF 0.01 -9.09 0.26 -18.07 0.0915 -0.0134
EXPE / Expedia Group, Inc. 0.00 0.00 0.26 25.60 0.0907 0.0232
QQQ / Invesco QQQ Trust, Series 1 0.00 -27.74 0.25 -24.25 0.0880 -0.0210
VPN / Global X Funds - Global X Data Center REITs & Digital Infrastructure ETF 0.01 0.24 0.0844 0.0844
F / Ford Motor Company 0.02 -2.06 0.24 -8.08 0.0832 -0.0017
RDY / Dr. Reddy's Laboratories Limited - Depositary Receipt (Common Stock) 0.01 400.00 0.24 -0.84 0.0824 0.0047
ECL / Ecolab Inc. 0.00 0.00 0.24 -8.56 0.0821 -0.0017
NSC / Norfolk Southern Corporation 0.00 0.00 0.23 -5.65 0.0816 0.0006
CSCO / Cisco Systems, Inc. 0.00 -1.25 0.23 9.91 0.0813 0.0119
ALGN / Align Technology, Inc. 0.00 0.00 0.22 -18.35 0.0761 -0.0109
CON / Concentra Group Holdings Parent, Inc. 0.01 0.22 0.0757 0.0757
SOXX / iShares Trust - iShares Semiconductor ETF 0.00 -0.80 0.21 -7.36 0.0746 -0.0008
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 0.00 0.21 1.43 0.0742 0.0055
CVX / Chevron Corporation 0.00 0.00 0.21 -1.90 0.0723 0.0034
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.01 0.21 0.0717 0.0717
ZTS / Zoetis Inc. 0.00 -10.84 0.20 -25.64 0.0708 -0.0185
VGRSX / Vanguard REIT Index Fund 0.00 1.77 0.20 0.50 0.0705 0.0048
FFIV / F5, Inc. 0.00 0.20 0.0700 0.0700
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 0.20 0.0698 0.0698
CISO / CISO Global Inc. 0.03 0.00 0.09 394.74 0.0330 0.0267
VVR / Invesco Senior Income Trust 0.02 0.00 0.06 -3.23 0.0212 0.0007
HTZ / Hertz Global Holdings, Inc. 0.01 0.00 0.04 9.09 0.0127 0.0020
DHF / BNY Mellon High Yield Strategies Fund 0.01 0.00 0.04 -5.41 0.0123 0.0001
SMG / The Scotts Miracle-Gro Company 0.00 -100.00 0.00 -100.00 -0.2841
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.00 -100.00 0.00 0.0000
DLTR / Dollar Tree, Inc. 0.00 -100.00 0.00 -100.00 -0.0674
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 -100.00 0.00 0.0000
AMD / Advanced Micro Devices, Inc. 0.00 -100.00 0.00 0.0000
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF 0.00 -100.00 0.00 -100.00 -0.2945
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund 0.00 -100.00 0.00 -100.00 -0.0655
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.00 -100.00 0.00 0.0000
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF 0.00 -100.00 0.00 -100.00 -0.1246
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.00 -100.00 0.00 0.0000
BC / Brunswick Corporation 0.00 -100.00 0.00 -100.00 -0.0710
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF 0.00 -100.00 0.00 0.0000
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.00 -100.00 0.00 0.0000
PFE / Pfizer Inc. 0.00 -100.00 0.00 -100.00 -0.0769
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF 0.00 -100.00 0.00 0.0000
DOC / Healthpeak Properties, Inc. 0.00 -100.00 0.00 -100.00 -0.0710
TRUP / Trupanion, Inc. 0.00 -100.00 0.00 0.0000
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 -100.00 -0.1516
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.00 -100.00 0.00 0.0000
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 -100.00 0.00 0.0000
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.00 -100.00 0.00 -100.00 -0.1063
CARR / Carrier Global Corporation 0.00 -100.00 0.00 0.0000
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 0.00 -100.00 0.00 -100.00 -0.1279
SPY / SPDR S&P 500 ETF 0.00 -100.00 0.00 -100.00 -0.3286
GSSC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF 0.00 -100.00 0.00 0.0000
ACGL / Arch Capital Group Ltd. 0.00 -100.00 0.00 0.0000
CGNT / Cognyte Software Ltd. 0.00 -100.00 0.00 -100.00 -0.0356
NRIX / Nurix Therapeutics, Inc. 0.00 -100.00 0.00 -100.00 -0.0709
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.00 -100.00 0.00 0.0000
DOW / Dow Inc. 0.00 -100.00 0.00 -100.00 -0.1129
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF 0.00 -100.00 0.00 -100.00 -0.3247
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.00 -100.00 0.00 0.0000
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0.00 -100.00 0.00 -100.00 -0.3908