Mga Batayang Estadistika
Nilai Portofolio $ 874,283,347
Posisi Saat Ini 185
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Synergy Financial Management, LLC telah mengungkapkan total kepemilikan 185 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 874,283,347 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Synergy Financial Management, LLC adalah Microsoft Corporation (US:MSFT) , SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF (US:BIL) , iShares Trust - iShares 0-3 Month Treasury Bond ETF (US:SGOV) , NVIDIA Corporation (US:NVDA) , and Apple Inc. (US:AAPL) . Posisi baru Synergy Financial Management, LLC meliputi: Iridium Communications Inc. (US:IRDM) , Doximity, Inc. (US:DOCS) , Agnico Eagle Mines Limited (US:AEM) , Global X Funds - Global X SuperDividend ETF (US:SDIV) , and Innovator ETFs Trust - Innovator IBD 50 ETF (US:FFTY) .

Synergy Financial 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
0.66 19.98 2.2851 2.2851
0.05 20.29 2.3209 2.2078
0.33 19.02 2.1750 2.1750
0.30 18.54 2.1206 2.1206
0.03 20.94 2.3953 1.9676
0.09 24.59 2.8125 1.3833
0.09 28.48 3.2573 1.3280
0.28 43.70 4.9989 0.9746
0.04 27.40 3.1345 0.7033
0.07 5.13 0.5871 0.5871
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
0.04 1.37 0.1562 -2.1572
0.00 0.55 0.0632 -1.9876
0.01 2.66 0.3040 -1.5256
0.00 0.55 0.0624 -1.4422
0.16 32.89 3.7622 -1.1609
0.22 22.40 2.5618 -0.7794
0.33 23.66 2.7062 -0.6432
0.05 3.18 0.3635 -0.4971
0.05 1.93 0.2204 -0.4212
0.02 2.47 0.2821 -0.4050
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-21 untuk periode pelaporan 2025-06-30. 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
(%)
MSFT / Microsoft Corporation 0.16 -11.06 78.80 17.86 9.0128 0.5826
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 0.64 19.59 58.51 19.59 6.6918 0.5232
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF 0.44 2.22 44.35 2.24 5.0723 -0.3969
NVDA / NVIDIA Corporation 0.28 -6.07 43.70 36.93 4.9989 0.9746
AAPL / Apple Inc. 0.16 -8.79 32.89 -15.76 3.7622 -1.1609
AMZN / Amazon.com, Inc. 0.14 -6.23 31.67 8.13 3.6225 -0.0706
GOOGL / Alphabet Inc. 0.17 -1.37 30.14 12.40 3.4473 0.0664
TSLA / Tesla, Inc. 0.09 51.84 28.48 86.12 3.2573 1.3280
META / Meta Platforms, Inc. 0.04 10.98 27.40 42.12 3.1345 0.7033
AVGO / Broadcom Inc. 0.09 31.76 24.59 116.93 2.8125 1.3833
KO / The Coca-Cola Company 0.33 -9.84 23.66 -10.93 2.7062 -0.6432
AXS / AXIS Capital Holdings Limited 0.22 -18.39 22.40 -15.48 2.5618 -0.7794
LLY / Eli Lilly and Company 0.03 554.13 20.94 517.39 2.3953 1.9676
ELV / Elevance Health, Inc. 0.05 2,431.15 20.29 2,164.51 2.3209 2.2078
IRDM / Iridium Communications Inc. 0.66 19.98 2.2851 2.2851
NEM / Newmont Corporation 0.33 19.02 2.1750 2.1750
CORT / Corcept Therapeutics Incorporated 0.26 51.39 18.97 -2.72 2.1702 -0.2890
DOCS / Doximity, Inc. 0.30 18.54 2.1206 2.1206
LDOS / Leidos Holdings, Inc. 0.12 -17.39 18.42 -3.42 2.1064 -0.2979
BRK.B / Berkshire Hathaway Inc. 0.02 -2.85 11.47 -11.38 1.3119 -0.3201
MDT / Medtronic plc 0.13 31.11 11.24 27.19 1.2852 0.1713
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.04 22.12 10.86 35.05 1.2421 0.2282
CVX / Chevron Corporation 0.07 31.52 10.10 12.58 1.1553 0.0240
HON / Honeywell International Inc. 0.04 3.90 8.59 14.27 0.9821 0.0346
GAUG / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - August 0.20 205.51 7.37 225.33 0.8432 0.5575
ETN / Eaton Corporation plc 0.02 -22.45 6.78 1.85 0.7758 -0.0639
SPGI / S&P Global Inc. 0.01 4.10 6.66 8.03 0.7614 -0.0156
ADI / Analog Devices, Inc. 0.03 4.20 6.25 22.97 0.7147 0.0741
CSCO / Cisco Systems, Inc. 0.09 5.05 6.20 18.12 0.7092 0.0472
CMCSA / Comcast Corporation 0.17 7.53 5.98 4.00 0.6842 -0.0410
ABT / Abbott Laboratories 0.04 1.38 5.72 3.94 0.6543 -0.0396
MA / Mastercard Incorporated 0.01 4.08 5.58 6.71 0.6382 -0.0211
EVRG / Evergy, Inc. 0.07 5.13 0.5871 0.5871
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.05 24.39 5.11 24.73 0.5850 0.0680
AMCR / Amcor plc 0.55 5.09 0.5827 0.5827
IBIT / iShares Bitcoin Trust ETF 0.08 5.07 0.5796 0.5796
GE / General Electric Company 0.02 -24.39 4.92 -2.77 0.5624 -0.0752
UNH / UnitedHealth Group Incorporated 0.01 59.60 4.08 -4.94 0.4664 -0.0744
COST / Costco Wholesale Corporation 0.00 0.54 3.89 5.22 0.4446 -0.0211
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 0.20 3.84 0.4395 0.4395
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF 0.13 3.84 0.4394 0.4394
IBND / SPDR Series Trust - SPDR Bloomberg International Corporate Bond ETF 0.12 3.82 0.4371 0.4371
O / Realty Income Corporation 0.06 -41.52 3.74 -41.93 0.4273 -0.3838
ABBV / AbbVie Inc. 0.02 95.86 3.69 73.54 0.4224 0.1541
AEM / Agnico Eagle Mines Limited 0.03 3.62 0.4138 0.4138
FTXP / Foothills Exploration, Inc. 0.00 -22.16 3.61 2.59 0.4125 -0.0308
GPC / Genuine Parts Company 0.03 3.52 0.4022 0.4022
LMT / Lockheed Martin Corporation 0.01 -22.17 3.40 -19.32 0.3884 -0.1422
RIO / Rio Tinto Group - Depositary Receipt (Common Stock) 0.06 3.22 0.3682 0.3682
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF 0.05 -53.47 3.18 -53.45 0.3635 -0.4971
MRK / Merck & Co., Inc. 0.04 8.98 3.00 -3.87 0.3436 -0.0505
USB / U.S. Bancorp 0.06 -42.54 2.71 -38.42 0.3104 -0.2453
VZ / Verizon Communications Inc. 0.06 -28.94 2.68 -32.22 0.3071 -0.1923
ADBE / Adobe Inc. 0.01 -81.84 2.66 -81.69 0.3040 -1.5256
ES / Eversource Energy 0.04 2.63 0.3009 0.3009
KMB / Kimberly-Clark Corporation 0.02 -50.07 2.47 -54.74 0.2821 -0.4050
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund 0.03 2.44 0.2789 0.2789
OEF / iShares Trust - iShares S&P 100 ETF 0.01 2.42 0.2772 0.2772
IPKW / Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 0.05 2.42 0.2771 0.2771
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.04 358.78 2.07 415.71 0.2365 0.1859
MSM / MSC Industrial Direct Co., Inc. 0.02 2.07 0.2365 0.2365
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 2.93 2.05 21.71 0.2340 0.0220
GLD / SPDR Gold Trust 0.01 -5.11 2.04 0.39 0.2335 -0.0229
SPY / SPDR S&P 500 ETF 0.00 6.82 2.04 17.98 0.2335 0.0153
SDIV / Global X Funds - Global X SuperDividend ETF 0.09 1.97 0.2257 0.2257
IMOM / EA Series Trust - Alpha Architect International Quantitative Momentum ETF 0.06 1.96 0.2240 0.2240
FFTY / Innovator ETFs Trust - Innovator IBD 50 ETF 0.06 1.96 0.2237 0.2237
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.03 -1.51 1.95 9.13 0.2230 -0.0022
WTRG / Essential Utilities, Inc. 0.05 -59.70 1.93 -62.15 0.2204 -0.4212
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF 0.04 8.90 1.91 11.29 0.2187 0.0021
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF 0.03 1.63 0.1859 0.1859
BAC / Bank of America Corporation 0.03 3.27 1.61 17.07 0.1837 0.0108
SHLD / Global X Funds - Global X Defense Tech ETF 0.03 1.56 0.1783 0.1783
BSX / Boston Scientific Corporation 0.01 15.10 1.47 22.53 0.1687 0.0169
COP / ConocoPhillips 0.02 34.70 1.47 15.08 0.1686 0.0071
QMAR / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - March 0.05 -1.01 1.47 8.39 0.1686 -0.0028
GLDM / World Gold Trust - SPDR Gold MiniShares Trust 0.02 1.44 0.1650 0.1650
TMO / Thermo Fisher Scientific Inc. 0.00 1.43 0.1630 0.1630
FPA / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Asia Pacific Ex-Japan AlphaDEX Fund 0.04 1.42 0.1630 0.1630
SLB / Schlumberger Limited 0.04 -90.79 1.37 -92.55 0.1562 -2.1572
FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July 0.03 -1.42 1.35 7.09 0.1539 -0.0045
MCD / McDonald's Corporation 0.00 40.23 1.34 31.24 0.1528 0.0244
FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January 0.03 -1.52 1.33 5.55 0.1523 -0.0067
PLTR / Palantir Technologies Inc. 0.01 37.14 1.31 121.45 0.1500 0.0754
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 46.42 1.28 61.90 0.1463 0.0467
ICE / Intercontinental Exchange, Inc. 0.01 -29.69 1.26 -25.22 0.1441 -0.0684
LHX / L3Harris Technologies, Inc. 0.00 1.22 0.1393 0.1393
VICI / VICI Properties Inc. 0.04 -21.74 1.16 -21.79 0.1331 -0.0545
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0.01 -6.77 1.15 -5.80 0.1320 -0.0225
BGC / BGC Group, Inc. 0.11 1.13 0.1292 0.1292
GL / Globe Life Inc. 0.01 1.11 0.1274 0.1274
PEP / PepsiCo, Inc. 0.01 1.11 0.1274 0.1274
QSPT / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - September 0.04 -1.56 1.09 9.84 0.1252 -0.0004
CAT / Caterpillar Inc. 0.00 -4.44 1.02 12.60 0.1166 0.0023
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.01 0.99 0.96 1.06 0.1096 -0.0098
QQQ / Invesco QQQ Trust, Series 1 0.00 5.46 0.94 24.11 0.1072 0.0119
APO / Apollo Global Management, Inc. 0.01 0.93 0.1061 0.1061
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF 0.03 1.29 0.88 8.50 0.1009 -0.0016
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.01 0.85 0.0968 0.0968
ADP / Automatic Data Processing, Inc. 0.00 0.00 0.83 0.85 0.0948 -0.0087
JNJ / Johnson & Johnson 0.01 5.64 0.82 -2.74 0.0935 -0.0124
FTSD / Franklin U.S. Core Dividend Tilt Index ETF - Franklin Short Duration U.S. Government ETF 0.01 1.07 0.81 1.13 0.0925 -0.0083
USTB / Victory Portfolios II - VictoryShares Short-Term Bond ETF 0.02 0.33 0.80 0.63 0.0912 -0.0087
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF 0.01 0.00 0.80 0.00 0.0910 -0.0094
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 0.00 0.75 5.49 0.0859 -0.0039
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.02 0.74 0.0851 0.0851
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.00 27.10 0.74 30.28 0.0847 0.0130
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 0.01 23.43 0.74 50.10 0.0843 0.0224
QMAG / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Moderate Buffer ETF - August 0.03 -75.15 0.70 -72.66 0.0800 -0.2425
MMM / 3M Company 0.00 -1.35 0.68 2.27 0.0775 -0.0060
MUB / iShares Trust - iShares National Muni Bond ETF 0.01 0.63 0.0721 0.0721
BUFS / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Small Cap Moderate Buffer ETF 0.03 -14.72 0.61 -11.35 0.0697 -0.0170
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.01 86.67 0.61 89.66 0.0693 0.0289
QDEC / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - December 0.02 -0.96 0.60 11.23 0.0691 0.0006
SLV / iShares Silver Trust 0.02 -31.81 0.60 -27.87 0.0690 -0.0364
IEV / iShares Trust - iShares Europe ETF 0.01 0.59 0.0673 0.0673
BWXT / BWX Technologies, Inc. 0.00 30.10 0.56 90.51 0.0643 0.0270
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.00 -96.37 0.55 -96.61 0.0632 -1.9876
GILD / Gilead Sciences, Inc. 0.00 -95.38 0.55 -95.43 0.0624 -1.4422
GDX / VanEck ETF Trust - VanEck Gold Miners ETF 0.01 23.28 0.54 39.49 0.0623 0.0131
FDG / American Century ETF Trust - American Century Focused Dynamic Growth ETF 0.00 6.16 0.54 27.76 0.0622 0.0085
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 0.02 48.54 0.51 50.00 0.0587 0.0155
XOM / Exxon Mobil Corporation 0.00 -1.41 0.51 -10.78 0.0579 -0.0135
ANET / Arista Networks Inc 0.00 18.51 0.50 56.88 0.0575 0.0170
ICVT / iShares Trust - iShares Convertible Bond ETF 0.01 1.55 0.47 9.28 0.0539 -0.0004
PM / Philip Morris International Inc. 0.00 -22.80 0.45 -11.35 0.0519 -0.0127
A417BX / OR Royalties Inc. 0.02 0.45 0.0518 0.0518
ILF / iShares Trust - iShares Latin America 40 ETF 0.02 -24.92 0.43 -16.44 0.0495 -0.0158
QMMY / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Moderate Buffer ETF - May 0.02 -28.98 0.43 -19.85 0.0490 -0.0184
PGR / The Progressive Corporation 0.00 -5.42 0.43 -10.83 0.0490 -0.0116
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF 0.01 0.42 0.0482 0.0482
FFIV / F5, Inc. 0.00 26.17 0.41 39.19 0.0472 0.0099
NEE / NextEra Energy, Inc. 0.01 0.00 0.40 -1.98 0.0453 -0.0057
PHYS / Sprott Physical Gold Trust 0.02 2.97 0.39 8.56 0.0450 -0.0007
WPM / Wheaton Precious Metals Corp. 0.00 42.75 0.39 65.25 0.0447 0.0149
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 32.52 0.39 38.71 0.0443 0.0090
EME / EMCOR Group, Inc. 0.00 -6.61 0.39 35.56 0.0440 0.0081
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 0.01 0.00 0.38 6.70 0.0437 -0.0015
HODL / VanEck Bitcoin ETF 0.01 0.00 0.37 30.82 0.0418 0.0066
PSLV / Sprott Physical Silver Trust 0.03 0.84 0.37 6.41 0.0418 -0.0015
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF 0.01 28.89 0.36 43.08 0.0415 0.0095
SBUX / Starbucks Corporation 0.00 -3.24 0.35 -9.49 0.0404 -0.0089
FXF / Invesco CurrencyShares Swiss Franc Trust 0.00 0.35 0.0395 0.0395
VRT / Vertiv Holdings Co 0.00 0.34 0.0384 0.0384
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF 0.01 0.89 0.34 14.33 0.0384 0.0013
BA / The Boeing Company 0.00 -0.37 0.34 22.71 0.0383 0.0038
GBTC / Grayscale Bitcoin Trust (BTC) 0.00 -3.54 0.34 25.94 0.0383 0.0047
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.00 0.00 0.32 10.10 0.0362 0.0000
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF 0.01 0.00 0.31 0.00 0.0353 -0.0036
EMB CL / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF 0.00 0.30 0.0348 0.0348
GOOG / Alphabet Inc. 0.00 -2.35 0.30 11.03 0.0346 0.0002
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 0.01 0.00 0.29 8.89 0.0337 -0.0005
FPXI / First Trust Exchange Traded Fund II - First Trust International Equity Opportunities ETF 0.01 19.06 0.29 42.93 0.0335 0.0076
GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January 0.01 -46.63 0.29 -43.31 0.0330 -0.0312
MSTR / Strategy Inc 0.00 -92.96 0.29 -90.15 0.0327 -0.3321
V / Visa Inc. 0.00 19.01 0.28 20.51 0.0323 0.0028
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 1.37 0.28 12.24 0.0315 0.0005
GSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - September 0.01 -48.81 0.27 -45.58 0.0310 -0.0319
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund 0.01 1.64 0.27 2.27 0.0310 -0.0024
JPM / JPMorgan Chase & Co. 0.00 0.27 0.0309 0.0309
PFF / iShares Trust - iShares Preferred and Income Securities ETF 0.01 3.66 0.27 3.50 0.0305 -0.0020
GAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - April 0.01 -48.55 0.26 -47.50 0.0301 -0.0332
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.00 -19.06 0.26 -6.25 0.0293 -0.0050
GEV / GE Vernova Inc. 0.00 0.25 0.0285 0.0285
PCAR / PACCAR Inc 0.00 -13.67 0.25 -15.59 0.0285 -0.0088
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF 0.01 0.24 0.0279 0.0279
TMFM / The RBB Fund, Inc. - Motley Fool Mid-Cap Growth ETF 0.01 0.24 0.0275 0.0275
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF 0.00 0.23 0.0269 0.0269
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF 0.00 0.23 0.0261 0.0261
SPOT / Spotify Technology S.A. 0.00 0.23 0.0261 0.0261
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 0.23 0.0258 0.0258
AMD / Advanced Micro Devices, Inc. 0.00 0.22 0.0252 0.0252
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 0.22 0.0246 0.0246
CCJ / Cameco Corporation 0.00 0.21 0.0242 0.0242
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF 0.00 0.21 0.0239 0.0239
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF 0.01 0.21 0.0239 0.0239
T / AT&T Inc. 0.01 0.21 0.0238 0.0238
YUM / Yum! Brands, Inc. 0.00 0.21 0.0237 0.0237
VFQY / Vanguard Wellington Fund - Vanguard U.S. Quality Factor ETF 0.00 0.21 0.0236 0.0236
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF 0.00 0.21 0.0235 0.0235
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF 0.00 0.20 0.0234 0.0234
SPPP / Sprott Physical Platinum and Palladium Trust 0.02 0.19 0.0221 0.0221
CDE / Coeur Mining, Inc. 0.01 -26.09 0.13 10.62 0.0144 0.0000
IAG / IAMGOLD Corporation 0.02 -15.52 0.12 -0.81 0.0141 -0.0015
MVIS / MicroVision, Inc. 0.04 0.00 0.04 -8.51 0.0050 -0.0010
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF 0.00 -100.00 0.00 0.0000
BMY / Bristol-Myers Squibb Company 0.00 -100.00 0.00 0.0000
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF 0.00 -100.00 0.00 0.0000
OR / OR Royalties Inc. 0.00 -100.00 0.00 0.0000
NFG / National Fuel Gas Company 0.00 -100.00 0.00 0.0000
SLVP / iShares, Inc. - iShares MSCI Global Silver and Metals Miners ETF 0.00 -100.00 0.00 0.0000
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF 0.00 -100.00 0.00 0.0000
BGLD / First Trust Exchange-Traded Fund - FT Vest Gold Strategy Quarterly Buffer ETF 0.00 -100.00 0.00 0.0000
ESPR / Esperion Therapeutics, Inc. 0.00 -100.00 0.00 -100.00 -0.0056
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF 0.00 -100.00 0.00 0.0000
AFG / American Financial Group, Inc. 0.00 -100.00 0.00 0.0000
WFC / Wells Fargo & Company 0.00 -100.00 0.00 0.0000
GPK / Graphic Packaging Holding Company 0.00 -100.00 0.00 0.0000
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.00 -100.00 0.00 0.0000
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 -100.00 0.00 0.0000
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF 0.00 -100.00 0.00 0.0000
GVAL / Cambria ETF Trust - Cambria Global Value ETF 0.00 -100.00 0.00 0.0000
EMHY / iShares, Inc. - iShares J.P. Morgan EM High Yield Bond ETF 0.00 -100.00 0.00 0.0000
COR / Cencora, Inc. 0.00 -100.00 0.00 0.0000
RING / iShares, Inc. - iShares MSCI Global Gold Miners ETF 0.00 -100.00 0.00 0.0000
DDIV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Momentum & Dividend ETF 0.00 -100.00 0.00 0.0000
MO / Altria Group, Inc. 0.00 -100.00 0.00 0.0000
TECK / Teck Resources Limited 0.00 -100.00 0.00 0.0000
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF 0.00 -100.00 0.00 0.0000
HCA / HCA Healthcare, Inc. 0.00 -100.00 0.00 0.0000
NBIX / Neurocrine Biosciences, Inc. 0.00 -100.00 0.00 0.0000
URI / United Rentals, Inc. 0.00 -100.00 0.00 0.0000
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 0.00 -100.00 0.00 0.0000
PVAL / Putnam ETF Trust - Putnam Focused Large Cap Value ETF 0.00 -100.00 0.00 0.0000
TIP / iShares Trust - iShares TIPS Bond ETF 0.00 -100.00 0.00 0.0000
FDT / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Developed Markets ex-US AlphaDEX Fund 0.00 -100.00 0.00 0.0000
KIE / SPDR Series Trust - SPDR S&P Insurance ETF 0.00 -100.00 0.00 0.0000
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF 0.00 -100.00 0.00 0.0000
CHE / Chemed Corporation 0.00 -100.00 0.00 0.0000
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF 0.00 -100.00 0.00 0.0000
GHYG / iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 0.00 -100.00 0.00 0.0000
ABSI / Absci Corporation 0.00 -100.00 0.00 0.0000
CLX / The Clorox Company 0.00 -100.00 0.00 0.0000
DRD / DRDGOLD Limited - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
UGA / United States Gasoline Fund, LP - Limited Partnership 0.00 -100.00 0.00 0.0000
CLSK / CleanSpark, Inc. 0.00 -100.00 0.00 -100.00 -0.0099
EMTL / SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF 0.00 -100.00 0.00 0.0000
BUFQ / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Nasdaq Buffer ETF 0.00 -100.00 0.00 0.0000
RSG / Republic Services, Inc. 0.00 -100.00 0.00 0.0000