Monthly Return
+0.02%
Portfolio Value
$13,262,278.76M
S&P 400 MidCap
$4,262,008.29M
Portfolio Holdings
Stock positions for January 2025
| Company | Ticker | Start Price | End Price | Dividends | Gain |
|---|---|---|---|---|---|
Vistra Corp | VST | $137.87 | $160.81 | - | +0.17% |
Kyndryl Holdngs | KD | $34.60 | $37.72 | - | +0.09% |
Targa Resources | TRGP | $178.50 | $191.98 | - | +0.08% |
United Airlines | UAL | $97.10 | $103.72 | - | +0.07% |
Williams Cos | WMB | $54.12 | $56.39 | - | +0.04% |
Exelixis Inc | EXEL | $33.30 | $34.50 | - | +0.04% |
Interactive Brk | IBKR | $176.67 | $182.52 | - | +0.03% |
Kinder Morgan | KMI | $27.40 | $28.29 | - | +0.03% |
Shift4 Payments | FOUR | $103.78 | $106.51 | - | +0.03% |
Jefferies Finl | JEF | $78.40 | $80.13 | - | +0.02% |
Fox Corp-B | FOX | $45.74 | $46.61 | - | +0.02% |
Intl Paper | IP | $53.82 | $54.68 | - | +0.02% |
Synchrony Fin | SYF | $65.00 | $65.79 | - | +0.01% |
Columbia Bk Sys | COLB | $27.01 | $27.16 | - | +0.01% |
Kkr & Co Inc | KKR | $147.91 | $148.24 | - | +0.00% |
Royal Caribbean | RCL | $230.69 | $227.22 | - | -0.01% |
Iron Mountain | IRM | $105.11 | $102.85 | - | -0.02% |
T-Mobile Us Inc | TMUS | $220.73 | $215.52 | - | -0.02% |
Carnival Corp | CCL | $24.92 | $24.18 | - | -0.03% |
Cnx Resources | CNX | $36.67 | $31.24 | - | -0.15% |