Fund Universe

← Fund Universe

☆ARMSTRONG ADVISORY GROUP, INC

CIK 0001932952 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.601
AUM ($M)
1,643
Positions
985
Turnover
0.20
Top-10 wt
63%
Herfindahl
0.060
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 500 of 1023 positions (showing top 500 by weight) · portfolio value $1,643M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SCHK funds › SCHWAB STRATEGIC TR ADD — 14.3% +9.1% 235.1 6,518,923 +4,041,006 5 —
☆IVV funds › ISHARES TR TRIM — 13.9% -4.7% 227.9 304,339 -119,900 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 7.5% +1.5% 122.8 1,027,235 +899,479 5 —
☆SCHP funds › SCHWAB STRATEGIC TR ADD — 5.7% -0.4% 93.5 3,527,518 +119,464 5 —
☆IEI funds › ISHARES TR TRIM — 4.7% -3.9% 77.2 657,428 -427,059 5 —
☆VBIL funds › VANGUARD INSTL INDEX FD TRIM — 4.5% -1.8% 73.2 967,024 -258,400 5 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 4.5% +4.4% 73.1 1,455,422 +1,449,939 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 3.9% -0.3% 63.8 869,739 +26,604 5 —
☆VOX funds › VANGUARD WORLD FD ADD — 2.1% -0.1% 35.2 191,215 +4,890 5 —
☆VHT funds › VANGUARD WORLD FD ADD — 2.1% +0.0% 35.1 117,430 +567 5 —
☆XLY funds › SELECT SECTOR SPDR TR ADD — 2.1% -0.0% 34.0 289,741 +3,315 5 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 1.8% +0.1% 29.8 160,828 +4,761 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 1.8% +0.4% 29.7 139,600 +27,322 5 —
☆EWZ funds › ISHARES INC ADD — 1.6% -0.3% 26.1 755,740 +23,250 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 1.6% +0.1% 26.0 34,862 -77 5 —
☆SPYV funds › SPDR SERIES TRUST ADD — 1.5% +0.3% 24.6 403,951 +79,878 2 —
☆AAPL funds › APPLE INC TRIM — 1.3% +0.0% 22.2 76,572 -420 5 —
☆ROBO funds › EXCHANGE TRADED CONCEPTS TRU ADD — 1.1% +1.1% 18.6 217,296 +210,454 4 —
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 1.1% -0.0% 18.5 345,867 -4,281 5 —
☆GRID funds › FIRST TR EXCHANGE-TRADED FD ADD — 1.1% +1.1% 18.1 94,143 +92,101 2 —
☆XLP funds › SELECT SECTOR SPDR TR ADD — 1.0% -0.1% 16.6 199,398 +4,077 5 —
☆XAR funds › SPDR SERIES TRUST ADD — 0.8% +0.0% 13.7 48,295 +1,902 5 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.8% -0.2% 13.0 244,158 +4,464 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.7% -0.0% 11.7 23,469 +444 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.6% -0.1% 10.0 26,691 -835 5 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 0.5% -0.1% 8.6 189,318 +3,055 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.5% +0.0% 8.6 35,918 +604 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 0.5% +0.0% 8.1 11,818 -19 5 —
☆LLY funds › ELI LILLY & CO TRIM — 0.5% +0.1% 8.1 6,723 -28 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.4% +0.1% 7.2 9,759 +194 5 —
☆XLRE funds › SELECT SECTOR SPDR TR ADD — 0.4% -0.0% 6.4 145,903 +1,970 5 —
☆XLB funds › SELECT SECTOR SPDR TR ADD — 0.4% -0.0% 6.0 117,242 +2,268 5 —
☆SPYM funds › SPDR SERIES TRUST TRIM — 0.4% +0.0% 5.9 66,850 -206 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.4% +0.0% 5.9 29,321 -1,071 5 —
☆DE funds › DEERE & CO TRIM — 0.3% -0.0% 5.6 8,806 -234 5 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.3% +0.0% 5.2 33,189 +1,173 5 —
☆TJX funds › TJX COS INC NEW ADD — 0.3% -0.0% 4.8 31,909 +596 5 —
☆VXF funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 4.3 17,438 +1,112 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.3% +0.1% 4.3 75,535 +28,517 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.2% +0.0% 3.6 15,082 +426 5 —
☆KO funds › COCA COLA CO ADD — 0.2% -0.0% 3.4 41,312 +10 5 —
☆SGOV funds › ISHARES TR TRIM — 0.2% -0.1% 3.3 32,657 -12,429 5 —
☆TLTW funds › ISHARES TR ADD — 0.2% +0.0% 3.0 135,889 +17,043 3 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.2% +0.0% 3.0 35,467 +8,035 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.2% +0.1% 3.0 8,140 +2,440 5 —
☆UPS funds › UNITED PARCEL SVCS INC TRIM — 0.2% -0.0% 2.9 27,371 -7,162 5 —
☆CPRT funds › COPART INC TRIM — 0.2% -0.1% 2.9 104,195 -20,180 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.2% +0.0% 2.9 36,966 +6,572 5 —
☆GOVT funds › ISHARES TR ADD — 0.2% -0.0% 2.9 128,111 +85 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.2% -0.1% 2.9 21,116 -267 5 —
☆GLD funds › SPDR GOLD TR TRIM — 0.2% -0.1% 2.8 7,594 -375 5 —
☆AIQ funds › GLOBAL X FDS TRIM — 0.2% +0.0% 2.8 42,095 -1,260 5 —
☆LQDW funds › ISHARES TR ADD — 0.2% +0.0% 2.5 102,894 +10,597 3 —
☆PFF funds › ISHARES TR ADD — 0.1% -0.0% 2.4 79,209 +5,524 5 —
☆XYLD funds › GLOBAL X FDS ADD — 0.1% -0.0% 2.3 56,923 +2,880 5 —
☆ABBV funds › ABBVIE INC TRIM — 0.1% +0.0% 2.3 9,193 -72 5 —
☆AGG funds › ISHARES TR ADD — 0.1% +0.0% 2.2 22,249 +2,601 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.1% +0.0% 2.2 6,147 +85 5 —
☆CAT funds › CATERPILLAR INC TRIM — 0.1% +0.0% 2.1 1,944 -116 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.1% +0.0% 1.9 38,128 +4,213 5 —
☆GSLC funds › GOLDMAN SACHS ETF TR TRIM — 0.1% +0.0% 1.9 13,115 -28 5 —
☆GOOG funds › ALPHABET INC TRIM — 0.1% +0.0% 1.8 5,210 -43 5 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.1% +0.1% 1.8 1,560 +22 5 —
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 0.1% +0.0% 1.8 60,963 -320 5 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.1% -0.0% 1.8 7,854 -521 5 —
☆ORCL funds › ORACLE CORP HOLD — 0.1% -0.0% 1.7 11,508 +0 5 —
☆BAC funds › BANK OF AMER CORP ADD — 0.1% +0.0% 1.6 28,350 +23 5 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% +0.0% 1.6 26,704 +8,073 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.1% +0.1% 1.6 2,710 +94 5 —
☆IJH funds › ISHARES TR ADD — 0.1% +0.0% 1.5 20,077 +15 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.1% -0.0% 1.5 4,650 -67 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.1% -0.0% 1.5 34,354 +1,658 5 —
☆GE funds › GE AEROSPACE TRIM — 0.1% +0.0% 1.5 3,886 -33 5 —
☆SMH funds › VANECK ETF TRUST ADD — 0.1% +0.0% 1.4 2,176 +552 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.1% +0.0% 1.4 2,945 -47 5 —
☆INTC funds › INTEL CORP HOLD — 0.1% +0.1% 1.4 9,996 +0 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.1% -0.0% 1.4 3,891 -138 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.1% -0.0% 1.4 5,400 +64 5 —
☆GEV funds › GE VERNOVA INC HOLD — 0.1% +0.0% 1.4 1,159 +0 5 —
☆LONZ funds › PIMCO ETF TR ADD — 0.1% +0.0% 1.3 26,982 +3,405 5 —
☆MTUM funds › ISHARES TR TRIM — 0.1% +0.0% 1.3 3,829 -133 5 —
☆IEF funds › ISHARES TR TRIM — 0.1% -0.0% 1.3 13,733 -5,700 5 —
☆SPYD funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 1.2 25,247 +1,648 3 —
☆DVYE funds › ISHARES INC ADD — 0.1% -0.0% 1.2 37,061 +2,044 5 —
☆NANR funds › SPDR INDEX SHS FDS ADD — 0.1% -0.0% 1.2 15,671 +1,480 4 —
☆USMV funds › ISHARES TR ADD — 0.1% -0.0% 1.1 11,814 +215 5 —
☆WMT funds › WALMART INC TRIM — 0.1% -0.0% 1.1 9,784 -3,032 5 —
☆QQQI funds › NEOS ETF TRUST ADD — 0.1% +0.1% 1.1 19,304 +15,486 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 1.1 12,563 +10,421 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC TRIM — 0.1% -0.0% 1.1 7,890 -18 5 —
☆AVGO funds › BROADCOM INC HOLD — 0.1% +0.0% 1.1 2,813 +0 5 —
☆RSPA funds › INVESCO ACTIVELY MANAGED EXC ADD — 0.1% -0.0% 1.1 19,809 +561 2 —
☆RTX funds › RTX CORPORATION ADD — 0.1% -0.0% 1.0 5,523 +3 5 —
☆SDY funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 1.0 6,799 -129 5 —
☆ADI funds › ANALOG DEVICES INC HOLD — 0.1% +0.0% 1.0 2,594 +0 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.1% -0.0% 1.0 1,059 -1 5 —
☆TER funds › TERADYNE INC ADD — 0.1% +0.0% 1.0 2,002 +783 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.1% -0.0% 1.0 6,562 +3 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 1.0 5,003 +325 5 —
☆ED funds › CONSOLIDATED EDISON INC TRIM — 0.1% -0.0% 0.9 8,560 -103 5 —
☆SCHM funds › SCHWAB STRATEGIC TR HOLD — 0.1% +0.0% 0.9 24,990 +0 5 —
☆MCD funds › MCDONALDS CORP TRIM — 0.1% -0.0% 0.9 3,349 -13 5 —
☆HACK funds › AMPLIFY ETF TR TRIM — 0.1% +0.0% 0.9 8,528 -1,298 5 —
☆IDV funds › ISHARES TR ADD — 0.1% -0.0% 0.9 21,452 +1,736 5 —
☆CB funds › CHUBB LIMITED TRIM — 0.1% -0.0% 0.9 2,597 -12 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.1% +0.0% 0.9 3,085 +2 5 —
☆AVB funds › AVALONBAY CMNTYS INC ADD — 0.1% +0.0% 0.8 4,480 +47 5 —
☆DTCR funds › GLOBAL X FDS TRIM — 0.1% -0.1% 0.8 27,803 -39,518 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -2.5% 0.8 14,494 -646,677 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.1% +0.0% 0.8 7,117 +4 5 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.0% +0.0% 0.8 1,948 -363 5 —
☆IJR funds › ISHARES TR ADD — 0.0% +0.0% 0.8 5,456 +1 5 —
☆SPHY funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.8 34,224 -1,373 5 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.0% -0.0% 0.8 6,275 +14 5 —
☆VLO funds › VALERO ENERGY CORP TRIM — 0.0% -0.0% 0.8 2,978 -39 5 —
☆V funds › VISA INC TRIM — 0.0% +0.0% 0.8 2,236 -13 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.0% -0.0% 0.8 4,609 -64 5 —
☆PPA funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.7 4,223 +0 5 —
☆FIX funds › COMFORT SYS USA INC ADD — 0.0% +0.0% 0.7 364 +11 5 —
☆DELL funds › DELL TECHNOLOGIES INC ADD — 0.0% +0.0% 0.7 1,635 +2 5 —
☆BAR funds › GRANITESHARES GOLD TR ADD — 0.0% +0.0% 0.7 17,792 +4,393 4 —
☆TAN funds › INVESCO EXCH TRADED FD TR II NEW — 0.0% +0.0% 0.7 11,756 +11,756 1 —
☆HPE funds › HEWLETT PACKARD ENTERPRISE C HOLD — 0.0% +0.0% 0.7 15,320 +0 5 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% +0.0% 0.7 11,110 -43 5 —
☆COF funds › CAPITAL ONE FINL CORP ADD — 0.0% -0.0% 0.7 3,356 +2 5 —
☆MUB funds › ISHARES TR ADD — 0.0% +0.0% 0.7 6,196 +516 5 —
☆ES funds › EVERSOURCE ENERGY ADD — 0.0% -0.0% 0.6 8,870 +17 5 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP HOLD — 0.0% -0.0% 0.6 7,896 +0 5 —
☆META funds › META PLATFORMS INC TRIM — 0.0% -0.0% 0.6 1,137 -53 5 —
☆RWL funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% +0.0% 0.6 4,859 +0 5 —
☆T funds › AT&T INC TRIM — 0.0% -0.0% 0.6 29,888 -2,918 5 —
☆CHAT funds › TIDAL TRUST II TRIM — 0.0% +0.0% 0.6 6,231 -1,098 5 —
☆SHV funds › ISHARES TR TRIM — 0.0% -0.0% 0.6 5,497 -223 5 —
☆D funds › DOMINION ENERGY INC HOLD — 0.0% +0.0% 0.6 8,666 +0 5 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.0% -0.0% 0.6 8,169 -467 5 —
☆SPXT funds › PROSHARES TR TRIM — 0.0% -1.5% 0.6 5,349 -214,656 5 —
☆PEP funds › PEPSICO INC TRIM — 0.0% -0.0% 0.6 4,227 -82 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.0% +0.0% 0.6 563 +5 5 —
☆IWO funds › ISHARES TR ADD — 0.0% +0.0% 0.6 1,438 +70 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 0.5 17,111 +726 5 —
☆KMI funds › KINDER MORGAN INC DEL ADD — 0.0% -0.0% 0.5 16,759 +57 5 —
☆PHYS funds › SPROTT ASSET MANAGEMENT LP HOLD — 0.0% -0.0% 0.5 17,591 +0 5 —
☆SO funds › SOUTHERN CO ADD — 0.0% -0.0% 0.5 5,351 +5 5 —
☆IVW funds › ISHARES TR HOLD — 0.0% +0.0% 0.5 3,705 +0 5 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.5 3,816 -330 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.0% -0.0% 0.5 1,005 -2 5 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.5 17,129 +41 5 —
☆IRM funds › IRON MTN INC DEL HOLD — 0.0% +0.0% 0.5 3,894 +0 5 —
☆IJK funds › ISHARES TR HOLD — 0.0% +0.0% 0.5 4,117 +0 5 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.0% +0.0% 0.5 1,418 -274 5 —
☆CSX funds › CSX CORP ADD — 0.0% +0.0% 0.5 10,171 +1 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.5 2,205 +1 5 —
☆IWM funds › ISHARES TR ADD — 0.0% +0.0% 0.5 1,599 +280 5 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L ADD — 0.0% -0.0% 0.5 12,749 +79 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.0% -0.0% 0.5 3,985 +610 5 —
☆GDX funds › VANECK ETF TRUST ADD — 0.0% +0.0% 0.5 5,985 +2,812 5 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.0% -0.0% 0.4 1,309 -47 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 0.4 1,977 +1,977 1 —
☆ENB funds › ENBRIDGE INC HOLD — 0.0% -0.0% 0.4 8,123 +0 5 —
☆SRLN funds › SSGA ACTIVE ETF TR TRIM — 0.0% -0.0% 0.4 10,853 -851 5 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.4 1,970 +1,970 1 —
☆PM funds › PHILIP MORRIS INTL INC HOLD — 0.0% -0.0% 0.4 2,407 +0 5 —
☆NFLX funds › NETFLIX INC. ADD — 0.0% -0.0% 0.4 6,068 +182 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.4 1,425 +2 5 —
☆AXON funds › AXON ENTERPRISE INC ADD — 0.0% +0.0% 0.4 767 +67 5 —
☆IWD funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 1,756 -185 5 —
☆NBIS funds › NEBIUS GROUP N.V. ADD — 0.0% +0.0% 0.4 1,530 +1,170 5 —
☆DGRO funds › ISHARES TR HOLD — 0.0% -0.0% 0.4 5,558 +0 5 —
☆EMXC funds › ISHARES INC TRIM — 0.0% -0.0% 0.4 4,053 -4,901 5 —
☆LRCX funds › LAM RESEARCH CORP HOLD — 0.0% +0.0% 0.4 954 +0 5 —
☆EWJ funds › ISHARES INC TRIM — 0.0% -0.0% 0.4 4,417 -4,068 5 —
☆PWR funds › QUANTA SVCS INC HOLD — 0.0% +0.0% 0.4 564 +0 5 —
☆O funds › REALTY INCOME CORP ADD — 0.0% -0.0% 0.4 6,548 +502 5 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.0% -0.0% 0.4 4,622 -68 5 —
☆HMOP funds › HARTFORD FDS EXCHANGE TRADED TRIM — 0.0% -0.0% 0.4 10,350 -150 5 —
☆HR funds › HEALTHCARE RLTY TR TRIM — 0.0% +0.0% 0.4 19,443 -1,104 5 —
☆BX funds › BLACKSTONE INC ADD — 0.0% -0.0% 0.4 3,317 +6 5 —
☆NSC funds › NORFOLK SOUTHN CORP HOLD — 0.0% -0.0% 0.4 1,238 +0 5 —
☆HDV funds › ISHARES TR ADD — 0.0% -0.0% 0.4 14,047 +11,284 5 —
☆AMLP funds › ALPS ETF TR TRIM ETP 0.0% -0.0% 0.4 7,423 -171 5 —
☆TSLA funds › TESLA INC TRIM — 0.0% -0.0% 0.4 913 -56 5 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.0% -0.0% 0.4 4,215 -177 5 —
☆CMG funds › CHIPOTLE MEXICAN GRILL INC TRIM — 0.0% -0.0% 0.4 11,134 -156 5 —
☆GD funds › GENERAL DYNAMICS CORP HOLD — 0.0% -0.0% 0.4 1,051 +0 5 —
☆UFOX funds › ETF SER SOLUTIONS ADD — 0.0% +0.0% 0.4 3,889 +1 5 —
☆CPK funds › CHESAPEAKE UTILS CORP HOLD — 0.0% -0.0% 0.4 3,000 +0 4 —
☆CMI funds › CUMMINS INC TRIM — 0.0% +0.0% 0.4 513 -66 5 —
☆LOW funds › LOWES COS INC TRIM — 0.0% -0.0% 0.4 1,632 -248 5 —
☆SI funds › SHOULDER INNOVATIONS INC NEW — 0.0% +0.0% 0.4 17,290 +17,290 1 —
☆SOXX funds › ISHARES TR ADD — 0.0% +0.0% 0.3 541 +266 5 —
☆BLK funds › BLACKROCK INC HOLD — 0.0% -0.0% 0.3 358 +0 5 —
☆MS funds › MORGAN STANLEY HOLD — 0.0% +0.0% 0.3 1,638 +0 5 —
☆MFC funds › MANULIFE FINL CORP ADD — 0.0% +0.0% 0.3 8,372 +977 5 —
☆HUBS funds › HUBSPOT INC ADD — 0.0% +0.0% 0.3 1,821 +880 5 —
☆MTB funds › M & T BK CORP TRIM — 0.0% +0.0% 0.3 1,395 -23 5 —
☆NYF funds › ISHARES TR ADD — 0.0% -0.0% 0.3 6,149 +49 5 —
☆IWF funds › ISHARES TR ADD — 0.0% -0.0% 0.3 2,660 +1,641 5 —
☆LEN funds › LENNAR CORP HOLD — 0.0% -0.0% 0.3 3,607 +0 5 —
☆QCOM funds › QUALCOMM INC ADD — 0.0% +0.0% 0.3 1,730 +4 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F NEW — 0.0% +0.0% 0.3 3,812 +3,812 1 —
☆AGNC funds › AGNC INVT CORP ADD REIT 0.0% -0.0% 0.3 28,490 +35 5 —
☆SNDA funds › SONIDA SENIOR LIVING INC TRIM — 0.0% +0.0% 0.3 7,569 -1,019 2 —
☆ROK funds › ROCKWELL AUTOMATION INC HOLD — 0.0% +0.0% 0.3 621 +0 5 —
☆MCK funds › MCKESSON CORP HOLD — 0.0% -0.0% 0.3 401 +0 5 —
☆BSX funds › BOSTON SCIENTIFIC CORP TRIM — 0.0% -0.0% 0.3 7,041 -1,481 5 —
☆NLY funds › ANNALY CAPITAL MANAGEMENT IN ADD — 0.0% -0.0% 0.3 13,293 +14 5 —
☆WTRG funds › ESSENTIAL UTILS INC HOLD — 0.0% -0.0% 0.3 7,751 +0 5 —
☆IVE funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 1,303 +0 5 —
☆WPM funds › WHEATON PRECIOUS METALS CORP ADD — 0.0% +0.0% 0.3 2,616 +1,162 5 —
☆DIS funds › DISNEY WALT CO TRIM — 0.0% -0.0% 0.3 3,043 -48 5 —
☆EFA funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 2,716 +0 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.3 6,279 +7 5 —
☆HPQ funds › HP INC HOLD — 0.0% +0.0% 0.3 12,433 +0 5 —
☆PNW funds › PINNACLE WEST CAP CORP HOLD — 0.0% -0.0% 0.3 2,526 +0 5 —
☆SHW funds › SHERWIN WILLIAMS CO HOLD — 0.0% -0.0% 0.3 779 +0 5 —
☆BCI funds › ABRDN ETFS TRIM — 0.0% -0.6% 0.3 11,836 -384,291 2 —
☆VRT funds › VERTIV HOLDINGS CO ADD — 0.0% +0.0% 0.3 778 +106 5 —
☆JCI funds › JOHNSON CONTROLS INTERNATION HOLD — 0.0% +0.0% 0.3 1,775 +0 5 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.0% +0.0% 0.3 355 +112 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC ADD — 0.0% +0.0% 0.3 330 +50 5 —
☆PFE funds › PFIZER INC ADD — 0.0% -0.0% 0.3 10,400 +40 5 —
☆SNSR funds › GLOBAL X FDS HOLD — 0.0% +0.0% 0.2 4,983 +0 5 —
☆HYGW funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 8,495 -996 3 —
☆EFG funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 1,967 +0 5 —
☆IYW funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 959 +0 5 —
☆F funds › FORD MTR CO ADD — 0.0% +0.0% 0.2 17,332 +2,285 5 —
☆MRK funds › MERCK & CO INC HOLD — 0.0% -0.0% 0.2 1,833 +0 5 —
☆OKE funds › ONEOK INC NEW HOLD — 0.0% -0.0% 0.2 2,685 +0 5 —
☆COP funds › CONOCOPHILLIPS HOLD — 0.0% -0.0% 0.2 2,244 +0 5 —
☆NUE funds › NUCOR CORP ADD — 0.0% +0.0% 0.2 1,039 +2 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO TRIM — 0.0% -0.0% 0.2 4,009 -601 5 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% -0.0% 0.2 2,607 -3,373 5 —
☆FPS funds › FORGENT POWER SOLUTIONS INC NEW — 0.0% +0.0% 0.2 4,084 +4,084 1 —
☆BNDX funds › VANGUARD CHARLOTTE FDS NEW — 0.0% +0.0% 0.2 4,708 +4,708 1 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC ADD — 0.0% -0.0% 0.2 784 +25 5 —
☆CPSU funds › CALAMOS ETF TR NEW — 0.0% +0.0% 0.2 8,115 +8,115 1 —
☆VICI funds › VICI PPTYS INC TRIM — 0.0% -0.0% 0.2 8,435 -77 5 —
☆VDE funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 0.2 1,489 +2 5 —
☆MAR funds › MARRIOTT INTL INC NEW HOLD — 0.0% +0.0% 0.2 582 +0 5 —
☆ANET funds › ARISTA NETWORKS INC ADD — 0.0% +0.0% 0.2 1,252 +768 5 —
☆IEFA funds › ISHARES TR HOLD — 0.0% -0.0% 0.2 2,201 +0 5 —
☆SLV funds › ISHARES SILVER TR ADD — 0.0% -0.0% 0.2 3,952 +75 5 —
☆VIS funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.2 581 +237 5 —
☆GILD funds › GILEAD SCIENCES INC HOLD — 0.0% -0.0% 0.2 1,606 +0 5 —
☆MSEX funds › MIDDLESEX WTR CO ADD — 0.0% -0.0% 0.2 3,553 +6 5 —
☆BSSX funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.0% -0.0% 0.2 7,700 +0 5 —
☆PH funds › PARKER-HANNIFIN CORP TRIM — 0.0% -0.0% 0.2 203 -5 5 —
☆ETR funds › ENTERGY CORP NEW HOLD — 0.0% -0.0% 0.2 1,728 +0 5 —
☆PRU funds › PRUDENTIAL FINL INC ADD — 0.0% +0.0% 0.2 1,836 +4 5 —
☆IFRA funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 3,132 +0 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% +0.0% 0.2 645 +478 5 —
☆OIH funds › VANECK ETF TRUST TRIM — 0.0% -0.0% 0.2 522 -71 2 —
☆MSI funds › MOTOROLA SOLUTIONS INC ADD — 0.0% -0.0% 0.2 467 +13 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.0% +0.0% 0.2 1,129 +1,129 1 —
☆REMX funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.2 2,164 +0 4 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.0% -0.0% 0.2 365 -88 5 —
☆IUSG funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 992 -219 5 —
☆APP funds › APPLOVIN CORP ADD — 0.0% +0.0% 0.2 361 +336 3 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.0% +0.0% 0.2 624 +1 5 —
☆CL funds › COLGATE PALMOLIVE CO NEW — 0.0% +0.0% 0.2 2,027 +2,027 1 —
☆HIG funds › HARTFORD INSURANCE GROUP INC TRIM — 0.0% -0.0% 0.2 1,395 -31 5 —
☆GLW funds › CORNING INC ADD — 0.0% +0.0% 0.2 711 +80 5 —
☆FLEX funds › FLEX LTD ADD — 0.0% +0.0% 0.2 1,109 +1,000 5 —
☆BA funds › BOEING CO HOLD — 0.0% -0.0% 0.2 830 +0 5 —
☆NKE funds › NIKE INC TRIM — 0.0% -0.0% 0.2 4,359 -451 5 —
☆C funds › CITIGROUP INC ADD — 0.0% +0.0% 0.2 1,269 +135 5 —
☆MMM funds › 3M CO HOLD — 0.0% +0.0% 0.2 1,095 +0 5 —
☆FTNT funds › FORTINET INC TRIM — 0.0% +0.0% 0.2 1,148 -86 5 —
☆CMCSA funds › COMCAST CORP NEW TRIM — 0.0% -0.0% 0.2 7,140 -752 5 —
☆XYL funds › XYLEM INC HOLD — 0.0% -0.0% 0.2 1,475 +0 5 —
☆MGC funds › VANGUARD WORLD FD HOLD — 0.0% +0.0% 0.2 634 +0 5 —
☆APH funds › AMPHENOL CORP NEW — 0.0% +0.0% 0.2 979 +979 1 —
☆XLC funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.2 1,604 +165 5 —
☆NWE funds › NORTHWESTERN ENERGY GROUP IN HOLD — 0.0% -0.0% 0.2 2,364 +0 5 —
☆PSX funds › PHILLIPS 66 HOLD — 0.0% -0.0% 0.2 993 +0 5 —
☆KMB funds › KIMBERLY-CLARK CORP HOLD — 0.0% +0.0% 0.2 1,526 +0 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% +0.0% 0.2 1,300 +0 5 —
☆IWB funds › ISHARES TR ADD — 0.0% +0.0% 0.2 403 +294 5 —
☆CVS funds › CVS HEALTH CORP TRIM — 0.0% -0.0% 0.2 1,571 -600 5 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.0% -0.0% 0.2 1,966 -369 5 —
☆RPG funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.2 2,502 +0 5 —
☆WBD funds › WARNER BROS DISCOVERY INC TRIM — 0.0% -0.0% 0.2 5,978 -189 5 —
☆VBK funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.2 427 +0 5 —
☆VMC funds › VULCAN MATLS CO TRIM — 0.0% -0.0% 0.2 526 -30 5 —
☆XOP funds › SPDR SERIES TRUST TRIM — 0.0% -0.4% 0.2 1,006 -28,650 5 —
☆UNP funds › UNION PAC CORP HOLD — 0.0% +0.0% 0.2 568 +0 5 —
☆APO funds › APOLLO GLOBAL MGMT INC HOLD — 0.0% -0.0% 0.2 1,304 +0 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% +0.0% 0.2 2,556 +0 5 —
☆FLBR funds › FRANKLIN TEMPLETON ETF TR ADD — 0.0% +0.0% 0.2 7,124 +2,394 5 —
☆IGM funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 930 +0 4 —
☆DGRW funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.2 1,570 +0 5 —
☆CFG funds › CITIZENS FINL GROUP INC HOLD — 0.0% +0.0% 0.1 2,138 +0 5 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.0% -0.0% 0.1 294 -33 5 —
☆OTTR funds › OTTER TAIL CORP HOLD — 0.0% -0.0% 0.1 1,660 +0 5 —
☆BIL funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.1 1,628 -39 5 —
☆STRL funds › STERLING INFRASTRUCTURE INC TRIM — 0.0% +0.0% 0.1 176 -94 5 —
☆QUAL funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 671 +0 5 —
☆OXY funds › OCCIDENTAL PETE CORP HOLD — 0.0% -0.0% 0.1 3,014 +0 5 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.0% -0.0% 0.1 1,517 +2 5 —
☆BSCR funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.0% -0.0% 0.1 7,418 +0 5 —
☆SPYG funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.1 1,219 +300 5 —
☆FDVV funds › FIDELITY COVINGTON TRUST TRIM — 0.0% -0.0% 0.1 2,373 -1 5 —
☆ETN funds › EATON CORP PLC ADD — 0.0% +0.0% 0.1 333 +70 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF HOLD — 0.0% -0.0% 0.1 4,227 +0 5 —
☆EFV funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 1,838 +0 5 —
☆VFH funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.1 1,062 -96 5 —
☆AKRE funds › PROFESIONALLY MANAGED PORTFO HOLD — 0.0% -0.0% 0.1 2,601 +0 3 —
☆VOE funds › VANGUARD INDEX FDS ADD — 0.0% -0.0% 0.1 700 +1 5 —
☆EW funds › EDWARDS LIFESCIENCES CORP ADD — 0.0% +0.0% 0.1 1,518 +508 2 —
☆QTUM funds › ETF SER SOLUTIONS HOLD — 0.0% +0.0% 0.1 824 +0 5 —
☆AZN funds › ASTRAZENECA PLC HOLD — 0.0% -0.0% 0.1 715 +0 2 —
☆BBCA funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.1 1,358 +0 5 —
☆BOTZ funds › GLOBAL X FDS HOLD — 0.0% +0.0% 0.1 3,545 +0 5 —
☆FCX funds › FREEPORT MCMORAN INC ADD — 0.0% -0.0% 0.1 2,130 +2 5 —
☆TIP funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 1,221 +0 5 —
☆ARM funds › ARM HOLDINGS PLC ADD — 0.0% +0.0% 0.1 373 +34 5 —
☆RIO funds › RIO TINTO PLC HOLD — 0.0% -0.0% 0.1 1,387 +0 5 —
☆AMGN funds › AMGEN INC HOLD — 0.0% -0.0% 0.1 360 +0 5 —
☆HWM funds › HOWMET AEROSPACE INC ADD — 0.0% +0.0% 0.1 481 +100 5 —
☆SON funds › SONOCO PRODS CO HOLD — 0.0% -0.0% 0.1 2,260 +0 5 —
☆HTGC funds › HERCULES CAPITAL INC TRIM — 0.0% -0.0% 0.1 7,916 -1,691 5 —
☆AMX funds › AMERICA MOVIL SAB DE CV TRIM — 0.0% -0.0% 0.1 4,706 -76 5 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.1 767 +141 5 —
☆NGG funds › NATIONAL GRID PLC TRIM — 0.0% -0.0% 0.1 1,456 -1 5 —
☆PSCT funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% +0.0% 0.1 1,305 +0 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND HOLD — 0.0% +0.0% 0.1 230 +0 5 —
☆DVY funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 766 +0 5 —
☆ITT funds › ITT INC HOLD — 0.0% -0.0% 0.1 601 +0 5 —
☆ITOT funds › ISHARES TR ADD — 0.0% +0.0% 0.1 708 +1 5 —
☆XME funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.1 1,087 -38 4 —
☆DAL funds › DELTA AIR LINES INC TRIM — 0.0% +0.0% 0.1 1,225 -148 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% -0.0% 0.1 1,382 +0 5 —
☆PAA funds › PLAINS ALL AMERN PIPELINE L HOLD — 0.0% -0.0% 0.1 5,076 +0 5 —
☆TEL funds › TE CONNECTIVITY PLC HOLD — 0.0% -0.0% 0.1 556 +0 5 —
☆RCL funds › ROYAL CARIBBEAN GROUP TRIM — 0.0% -0.0% 0.1 352 -34 5 —
☆PGR funds › PROGRESSIVE CORP TRIM — 0.0% -0.0% 0.1 502 -24 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.1 4,739 +4,739 1 —
☆FTAI funds › FTAI AVIATION LTD HOLD — 0.0% +0.0% 0.1 400 +0 5 —
☆ITA funds › ISHARES TR ADD — 0.0% +0.0% 0.1 440 +111 5 —
☆AMP funds › AMERIPRISE FINL INC TRIM — 0.0% -0.0% 0.1 231 -9 5 —
☆ARCC funds › ARES CAPITAL CORP ADD — 0.0% +0.0% 0.1 5,691 +1,018 5 —
☆AXSM funds › AXSOME THERAPEUTICS INC. HOLD — 0.0% +0.0% 0.1 423 +0 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL HOLD — 0.0% +0.0% 0.1 105 +0 3 —
☆COR funds › CENCORA INC HOLD — 0.0% -0.0% 0.1 358 +0 5 —
☆FBCG funds › FIDELITY COVINGTON TRUST HOLD — 0.0% +0.0% 0.1 1,609 +0 5 —
☆LIN funds › LINDE PLC HOLD — 0.0% -0.0% 0.1 189 +0 5 —
☆HE funds › HAWAIIAN ELEC INDS INC MTN B HOLD — 0.0% -0.0% 0.1 7,224 +0 5 —
☆HRB funds › BLOCK H & R INC HOLD — 0.0% +0.0% 0.1 2,566 +0 5 —
☆KRE funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.1 1,286 -275 5 —
☆ITB funds › ISHARES TR NEW — 0.0% +0.0% 0.1 919 +919 1 —
☆BIIB funds › BIOGEN INC NEW — 0.0% +0.0% 0.1 443 +443 1 —
☆CLH funds › CLEAN HARBORS INC TRIM — 0.0% -0.0% 0.1 320 -322 5 —
☆STLD funds › STEEL DYNAMICS INC HOLD — 0.0% +0.0% 0.1 414 +0 5 —
☆XJH funds › ISHARES TR ADD — 0.0% +0.0% 0.1 1,810 +687 5 —
☆BBJP funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.1 1,236 +0 5 —
☆CTVA funds › CORTEVA INC HOLD — 0.0% -0.0% 0.1 1,098 +0 5 —
☆CEG funds › CONSTELLATION ENERGY CORP ADD — 0.0% -0.0% 0.1 368 +67 5 —
☆ATO funds › ATMOS ENERGY CORP HOLD — 0.0% -0.0% 0.1 527 +0 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.1 1,124 +843 5 —
☆NOBL funds › PROSHARES TR ADD — 0.0% -0.0% 0.1 1,590 +795 5 —
☆BBEU funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.1 1,140 +0 5 —
☆SBUX funds › STARBUCKS CORP HOLD — 0.0% +0.0% 0.1 865 +0 5 —
☆EMR funds › EMERSON ELEC CO HOLD — 0.0% -0.0% 0.1 608 +0 5 —
☆FNDX funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.1 2,773 +0 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC HOLD — 0.0% +0.0% 0.1 284 +0 5 —
☆IAU funds › ISHARES GOLD TR HOLD — 0.0% -0.0% 0.1 1,105 +0 5 —
☆RCS funds › PIMCO STRATEGIC INCOME FD HOLD — 0.0% -0.0% 0.1 15,231 +0 5 —
☆BBAX funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.1 1,366 +0 5 —
☆SUB funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 763 +0 5 —
☆CHRW funds › C H ROBINSON WORLDWIDE IN ADD — 0.0% +0.0% 0.1 420 +46 5 —
☆FE funds › FIRSTENERGY CORP ADD — 0.0% -0.0% 0.1 1,642 +3 5 —
☆JBL funds › JABIL INC HOLD — 0.0% +0.0% 0.1 200 +0 5 —
☆QYLD funds › GLOBAL X FDS ADD — 0.0% -0.0% 0.1 4,150 +23 5 —
☆IJS funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 550 +0 5 —
☆STM funds › STMICROELECTRONICS N V HOLD — 0.0% +0.0% 0.1 1,000 +0 5 —
☆IJJ funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 506 +0 5 —
☆VBR funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.1 306 +0 5 —
☆GNRC funds › GENERAC HLDGS INC HOLD — 0.0% +0.0% 0.1 250 +0 5 —
☆PFGC funds › PERFORMANCE FOOD GROUP CO HOLD — 0.0% +0.0% 0.1 651 +0 5 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -1.4% 0.1 789 -286,038 5 —
☆IWS funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 424 +0 5 —
☆AVY funds › AVERY DENNISON CORP ADD — 0.0% +0.0% 0.1 419 +286 5 —
☆WPC funds › WP CAREY INC HOLD — 0.0% -0.0% 0.1 951 +0 5 —
☆SCCO funds › SOUTHERN COPPER CORP ADD — 0.0% -0.0% 0.1 388 +16 5 —
☆AZO funds › AUTOZONE INC HOLD — 0.0% -0.0% 0.1 21 +0 5 —
☆ET funds › ENERGY TRANSFER L P ADD — 0.0% -0.0% 0.1 3,499 +36 5 —
☆FV funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.0% -0.0% 0.1 881 -280 5 —
☆SMCI funds › SUPER MICRO COMPUTER INC ADD — 0.0% +0.0% 0.1 2,273 +1,733 4 —
☆LUV funds › SOUTHWEST AIRLS CO HOLD — 0.0% +0.0% 0.1 1,294 +0 5 —
☆URA funds › GLOBAL X FDS TRIM — 0.0% -0.0% 0.1 1,515 -3,692 4 —
☆GAM funds › GENERAL AMERN INVS CO INC HOLD — 0.0% -0.0% 0.1 1,026 +0 5 —
☆FDX funds › FEDEX CORP TRIM — 0.0% -0.0% 0.1 208 -94 5 —
☆IDXX funds › IDEXX LABS INC HOLD — 0.0% -0.0% 0.1 123 +0 5 —
☆DRI funds › DARDEN RESTAURANTS INC TRIM — 0.0% -0.0% 0.1 314 -28 5 —
☆KBE funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.1 938 +0 5 —
☆BP funds › BP PLC TRIM — 0.0% -0.0% 0.1 1,708 -475 5 —
☆SOLS funds › SOLSTICE ADVANCED MATLS INC TRIM — 0.0% +0.0% 0.1 707 -21 3 —
☆MAIN funds › MAIN STR CAP CORP HOLD — 0.0% -0.0% 0.1 1,203 +0 5 —
☆SWK funds › STANLEY BLACK & DECKER INC HOLD — 0.0% +0.0% 0.1 651 +0 5 —
☆DLN funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.1 636 +0 5 —
☆HYD funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.1 1,188 +0 5 —
☆MET funds › METLIFE INC HOLD — 0.0% +0.0% 0.1 719 +0 5 —
☆CRWV funds › COREWEAVE INC ADD — 0.0% +0.0% 0.1 611 +45 5 —
☆MGA funds › MAGNA INTL INC HOLD — 0.0% +0.0% 0.1 912 +0 4 —
☆EXC funds › EXELON CORP HOLD — 0.0% -0.0% 0.1 1,275 +0 5 —
☆APLD funds › APPLIED DIGITAL CORP ADD — 0.0% +0.0% 0.1 1,566 +989 5 —
☆MTZ funds › MASTEC INC ADD — 0.0% +0.0% 0.1 140 +100 5 —
☆SYM funds › SYMBOTIC INC HOLD — 0.0% -0.0% 0.1 1,290 +0 5 —
☆UBER funds › UBER TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.1 802 -158 5 —
☆BKR funds › BAKER HUGHES COMPANY ADD — 0.0% -0.0% 0.1 1,028 +122 4 —
☆ICLN funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 2,778 +0 5 —
☆SHEL funds › SHELL PLC ADD — 0.0% -0.0% 0.1 733 +3 5 —
☆BR funds › BROADRIDGE FINL SOLUTIONS IN HOLD — 0.0% -0.0% 0.1 414 +0 5 —
☆MRP funds › MILLROSE PPTYS INC HOLD — 0.0% -0.0% 0.1 1,876 +0 5 —
☆VANI funds › VIVANI MEDICAL INC TRIM — 0.0% -0.0% 0.1 45,000 -20,000 2 —
☆VLUE funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 279 +0 5 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF HOLD — 0.0% +0.0% 0.1 1,179 +0 4 —
☆CI funds › THE CIGNA GROUP TRIM — 0.0% -0.0% 0.1 201 -16 5 —
☆AFL funds › AFLAC INC ADD Common Stock 0.0% -0.0% 0.1 472 +2 5 —
☆CVNA funds › CARVANA CO ADD — 0.0% -0.0% 0.1 800 +640 5 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.0% -0.0% 0.1 167 -50 5 —
☆NI funds › NISOURCE INC HOLD — 0.0% -0.0% 0.1 1,102 +0 5 —
☆VDC funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.1 232 +0 5 —
☆WBS funds › WEBSTER FINL CORP HOLD — 0.0% -0.0% 0.1 682 +0 5 —
☆CPSL funds › CALAMOS ETF TR HOLD — 0.0% -0.0% 0.1 1,864 +0 4 —
☆CRS funds › CARPENTER TECHNOLOGY CORP TRIM — 0.0% +0.0% 0.1 84 -34 5 —
☆SGOL funds › ETFS GOLD TR HOLD — 0.0% -0.0% 0.1 1,350 +0 5 —
☆GEHC funds › GE HEALTHCARE TECHNOLOGIES I HOLD — 0.0% -0.0% 0.1 795 +0 5 —
☆BC funds › BRUNSWICK CORP HOLD — 0.0% +0.0% 0.1 600 +0 5 —
☆EXR funds › EXTRA SPACE STORAGE INC HOLD — 0.0% +0.0% 0.1 346 +0 5 —
☆USHY funds › ISHARES TR ADD — 0.0% -0.0% 0.1 1,355 +113 5 —
☆CPSM funds › CALAMOS ETF TR NEW — 0.0% +0.0% 0.1 1,714 +1,714 1 —
☆BSTZ funds › BLACKROCK SCIENCE & TECHNOLO ADD — 0.0% +0.0% 0.0 1,627 +27 5 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.0 542 +0 5 —
☆CARR funds › CARRIER GLOBAL CORPORATION HOLD — 0.0% +0.0% 0.0 652 +0 5 —
☆MPC funds › MARATHON PETE CORP HOLD — 0.0% -0.0% 0.0 185 +0 5 —
☆ERIC funds › TELEFONAKTIEBOLAGET LM ERICS HOLD — 0.0% -0.0% 0.0 4,232 +0 5 —
☆VTHR funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% +0.0% 0.0 142 +0 2 —
☆MKSI funds › MKS INC. HOLD — 0.0% +0.0% 0.0 105 +0 5 —
☆VSGX funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.0 565 -461 5 —
☆QXO funds › QXO INC ADD — 0.0% +0.0% 0.0 2,680 +2,587 4 —
☆YUM funds › YUM BRANDS INC HOLD — 0.0% -0.0% 0.0 285 +0 5 —
☆CMC funds › COMMERCIAL METALS CO HOLD — 0.0% -0.0% 0.0 724 +0 5 —
☆CRM funds › SALESFORCE INC TRIM — 0.0% -0.0% 0.0 289 -26 5 —
☆DOW funds › DOW HLDGS INC TRIM — 0.0% -0.0% 0.0 1,653 -333 5 —
☆SPGP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 0.0 369 -327 5 —
☆RPM funds › RPM INTL INC ADD — 0.0% +0.0% 0.0 405 +2 5 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD HOLD — 0.0% +0.0% 0.0 337 +0 4 —
☆HSY funds › HERSHEY CO ADD — 0.0% -0.0% 0.0 255 +15 5 —
☆FXZ funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% -0.0% 0.0 563 +0 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS HOLD — 0.0% +0.0% 0.0 624 +0 5 —
☆STT funds › STATE STR CORP ADD — 0.0% +0.0% 0.0 261 +1 5 —
☆DRIV funds › GLOBAL X FDS HOLD — 0.0% +0.0% 0.0 1,140 +0 5 —
☆CPER funds › UNITED STS COMMODITY INDEX F HOLD — 0.0% -0.0% 0.0 1,161 +0 4 —
☆TSCO funds › TRACTOR SUPPLY CO HOLD — 0.0% -0.0% 0.0 1,375 +0 5 —
☆GSIE funds › GOLDMAN SACHS ETF TR HOLD — 0.0% -0.0% 0.0 949 +0 5 —
☆BXSL funds › BLACKSTONE SECD LENDING FD HOLD — 0.0% -0.0% 0.0 1,812 +0 5 —
☆OHI funds › OMEGA HEALTHCARE INVS INC HOLD — 0.0% -0.0% 0.0 900 +0 5 —
☆SCHF funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 1,542 +1,542 1 —
☆TMUS funds › T-MOBILE US INC HOLD — 0.0% -0.0% 0.0 250 +0 5 —
☆ABNB funds › AIRBNB INC TRIM — 0.0% -0.0% 0.0 292 -69 5 —
☆BSCQ funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.0% -0.0% 0.0 2,140 +0 5 —
☆DBA funds › INVESCO DB MULTI-SECTOR COMM HOLD — 0.0% -0.0% 0.0 1,565 +0 5 —
☆PAYX funds › PAYCHEX INC HOLD — 0.0% -0.0% 0.0 424 +0 5 —
☆THQ funds › ABRDN HEALTHCARE OPPORTUNITI NEW — 0.0% +0.0% 0.0 2,208 +2,208 1 —
☆TDC funds › TERADATA CORP DEL HOLD — 0.0% +0.0% 0.0 1,182 +0 5 —
☆IBDR funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 1,670 +0 5 —
☆TY funds › TRI CONTL CORP ADD — 0.0% +0.0% 0.0 1,173 +14 5 —
☆VAW funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.0 175 +0 5 —
☆AEE funds › AMEREN CORP HOLD — 0.0% -0.0% 0.0 350 +0 5 —
☆EBF funds › ENNIS INC HOLD — 0.0% -0.0% 0.0 1,860 +0 5 —
☆UEC funds › URANIUM ENERGY CORP HOLD — 0.0% -0.0% 0.0 3,704 +0 5 —
☆AGD funds › ABRDN GLOBAL DYNAMIC DIVIDEN ADD — 0.0% +0.0% 0.0 3,243 +93 5 —
☆TSN funds › TYSON FOODS INC HOLD — 0.0% -0.0% 0.0 685 +0 5 —
☆EIX funds › EDISON INTL HOLD — 0.0% -0.0% 0.0 524 +0 5 —
☆FAST funds › FASTENAL CO HOLD — 0.0% -0.0% 0.0 799 +0 5 —
☆EME funds › EMCOR GROUP INC TRIM — 0.0% -0.0% 0.0 46 -10 4 —
☆ESML funds › ISHARES TR ADD — 0.0% +0.0% 0.0 681 +244 5 —
☆FTK funds › FLOTEK INDUSTRIES INC HOLD — 0.0% +0.0% 0.0 1,609 +0 4 —
☆ASML funds › ASML HLDG NV HOLD — 0.0% +0.0% 0.0 19 +0 5 —
☆PSA funds › PUBLIC STORAGE HOLD — 0.0% +0.0% 0.0 118 +0 5 —
☆RACE funds › FERRARI N V HOLD — 0.0% -0.0% 0.0 100 +0 5 —
☆ONDS funds › ONDAS INC ADD — 0.0% +0.0% 0.0 4,494 +3,794 3 —
☆UNF funds › UNIFIRST CORP MASS HOLD — 0.0% -0.0% 0.0 140 +0 5 —
☆EAGG funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 777 -85 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN HOLD — 0.0% +0.0% 0.0 164 +0 5 —
☆HPK funds › HIGHPEAK ENERGY INC HOLD — 0.0% -0.0% 0.0 5,229 +0 5 —
☆TSEM funds › TOWER SEMICONDUCTOR LTD ADD — 0.0% +0.0% 0.0 140 +50 3 —
☆PLD funds › PROLOGIS INC. HOLD — 0.0% -0.0% 0.0 269 +0 5 —
☆CLX funds › CLOROX CO DEL ADD — 0.0% -0.0% 0.0 379 +3 5 —
☆ZTS funds › ZOETIS INC HOLD — 0.0% -0.0% 0.0 500 +0 5 —
☆IBB funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 187 +0 5 —
☆HAS funds › HASBRO INC HOLD — 0.0% -0.0% 0.0 428 +0 5 —
☆PHG funds › KONINKLIJKE PHILIPS N V ADD — 0.0% -0.0% 0.0 1,286 +46 5 —
☆MDLZ funds › MONDELEZ INTL INC TRIM — 0.0% -0.0% 0.0 604 -27 5 —
☆LQD funds › ISHARES TR ADD — 0.0% -0.0% 0.0 320 +4 5 —
☆BNS funds › BANK NOVA SCOTIA B C HOLD — 0.0% +0.0% 0.0 400 +0 5 —
☆RGTI funds › RIGETTI COMPUTING INC HOLD — 0.0% +0.0% 0.0 1,796 +0 5 —
☆NVO funds › NOVO-NORDISK A S ADD — 0.0% +0.0% 0.0 715 +600 5 —
☆FANG funds › DIAMONDBACK ENERGY INC HOLD — 0.0% -0.0% 0.0 195 +0 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 1,643 985 0.20 63% 0.060 0.599 — in
2026Q1 1,491 958 0.24 62% 0.062 0.509 — in
2025Q4 1,480 952 0.09 56% 0.043 0.680 — in
2025Q3 1,418 940 0.05 58% 0.045 0.766 — in
2025Q2 1,321 925 0.30 59% 0.046 0.327 — entered
2025Q1 1,253 842 0.00 63% 0.054 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status