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Symbol Name Price Day % Short % Analyst Short-Term Long-Term Div Score Composite Naive Forecast Adjusted Forecast Reliability Surprise % P/E Beta Div Yield (1yr) Div Yield (3yr) Div Yield (5yr) Next Earnings Sector 52W % Mkt Cap
ASCE Allspring SMID Core ETF 33.69 -0.89% ★★★☆☆ ★★⯪☆☆ ★★⯪☆☆ 1.4 +2.8% +1.4% 52% +0.00% 16.7
WWD Woodward, Inc. 392.88 -0.31% 3.0% Strong Buy ★★★★☆ ★★★★⯪ ★★⯪☆☆ 4.2 +0.0% +0.0% 43% +0.00% 47.2 0.85 0.39% 0.55% 0.61% Jul 29 Industrials +52.0% 23.4B
SPGI S&P Global Inc. 450.84 -1.43% 1.2% Strong Buy ★★★★⯪ ★★★★⯪ ★★⯪☆☆ 7.2 +5.8% +2.8% 48% +0.00% 28.9 1.08 0.83% 0.81% 0.83% Jul 28 Financial Services -9.1% 133.4B
ESRT Empire State Realty Trust, Inc. 5.77 +0.35% 6.7% Hold ★★☆☆☆ ★⯪☆☆☆ ★★⯪☆☆ -0.6 -0.1% -0.0% 47% +0.00% 27.5 1.36 2.28% 1.76% 1.79% Jul 29 Real Estate -24.5% 1.8B
RL Ralph Lauren Corporation 380.45 -1.97% 10.1% ★★★⯪☆ ★★★★☆ ★★⯪☆☆ 4.0 +3.4% +1.5% 45% +0.00% 25.7 1.35 1.07% 1.53% 2.02% Aug 6 Consumer Cyclical +31.4% 22.6B
DPST Direxion Daily Regional Banks B 150.35 -4.67% ★★★★☆ ★★⯪☆☆ ★★⯪☆☆ 1.2 +2.3% +0.7% 32% +0.00% 14.3 1.97% 2.24% 1.88%
SAR Saratoga Investment Corp New 19.61 +1.03% 4.2% Hold ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.1 -0.5% -0.2% 35% +0.00% 19.8 0.59 14.15% 13.67% 11.80% Oct 6 Financial Services -22.0% 319.9M
CON Concentra Group Holdings Parent 31.61 -0.09% 4.0% Strong Buy ★★⯪☆☆ ★★★☆☆ ★★⯪☆☆ 2.4 -1.5% -0.6% 38% +0.00% 22.7 1.11% Aug 6 Healthcare +61.6% 4.0B
POWL Powell Industries, Inc. 232.79 -1.27% 9.1% ★★★⯪☆ ★★★★⯪ ★★⯪☆☆ 9.2 +16.0% +6.0% 37% +0.00% 46.1 1.14 0.29% 0.61% 1.79% Aug 4 Industrials +206.0% 8.5B
SPGM State Street SPDR Portfolio MSC 84.54 -0.79% ★★★⯪☆ ★★★★⯪ ★★⯪☆☆ 5.5 +3.4% +2.3% 67% +0.00% 22.3 1.94% 1.96% 2.12%
SAV Saratoga Investment Corp 7.50% 24.38 -0.97% ★★☆☆☆ ★★☆☆☆ ★★⯪☆☆ -1.8 -0.8% -0.6% 73% +0.00%
EFIV State Street SPDR S&P 500 ESG E 71.62 -1.15% ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 2.4 +1.5% +0.9% 59% +0.00% 25.6 1.05% 1.21% 1.34%
CVSB Calvert Ultra-Short Investment 50.73 +0.00% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.1 +0.1% +0.1% 92% +0.00% 4.31% 4.93%
EVN Eaton Vance Municipal Income Tr 11.06 +0.09% Underperform ★★⯪☆☆ ★☆☆☆☆ ★★★☆☆ -3.4 -1.5% -0.8% 51% +0.00% 1106.0 0.63 5.61% 5.57% 5.23% Financial Services +7.5% 441.4M
STXT Strive Total Return Bond ETF 19.52 -0.13% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.1% +0.0% 73% +0.00% 4.59%
OILT Texas Capital Texas Oil Index E 29.23 +1.76% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.0% +0.0% 46% +0.00% 15.8 2.96%
CTIF Castellan Targeted Income ETF 52.83 -0.65% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.1 -0.1% -0.1% 65% +0.00% 24.2
ERIC Ericsson 9.82 -0.71% 2.1% Underperform ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 4.0 +8.4% +4.1% 49% +9.41% 12.9 0.52 3.25% 3.93% 3.71% Oct 15 Technology +32.6% 32.4B
FDEV Fidelity International Multifac 36.50 +0.27% ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 1.5 -0.0% -0.0% 56% +0.00% 16.6 3.17% 3.00% 2.99%
GEME Pacific North of South EM Equit 40.89 -0.79% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 4.5 +9.0% +4.5% 50% +0.00% 14.4
USVM VictoryShares US Small Mid Cap 110.13 -0.23% ★★★⯪☆ ★★★⯪☆ ★★★☆☆ 1.6 -0.7% -0.4% 54% +0.00% 14.2 2.06% 1.87% 1.69%
LDRC iShares iBonds 1-5 Year Corpora 25.10 +0.14% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.0% +0.0% 86% +0.00% 4.18%
DUKH Ocean Park High Income ETF 23.86 -0.03% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.1 -0.1% -0.1% 84% +0.00% 15.7 5.45%
AGMI Themes Silver Miners ETF 57.85 -0.88% ★★☆☆☆ ★★★⯪☆ ★★★☆☆ 1.2 -0.0% -0.0% 36% +0.00% 15.1 4.64%
CBOE Cboe Global Markets, Inc. 273.41 -1.61% 3.0% Hold ★★★⯪☆ ★★★★☆ ★★★☆☆ 1.6 +0.8% +0.3% 35% +0.00% 23.4 0.44 0.46% 0.97% 1.22% Jul 31 Financial Services +16.5% 28.6B
BSCY Invesco BulletShares 2034 Corpo 20.57 +0.07% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 77% +0.00% 4.84%
GIC Global Industrial Company 34.45 -1.52% 4.1% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.0% +0.0% 53% +0.00% 18.2 0.75 3.60% 3.26% 3.40% Aug 4 Industrials +30.0% 1.3B
EOI Eaton Vance Enhance Equity Inco 19.70 -1.60% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 57% +0.00% 8.3 1.07 7.95% 8.29% 8.10% May 28 Financial Services -3.2% 807.7M
FSTA Fidelity MSCI COnsumer Staples 53.64 -0.89% ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 0.9 -1.0% -0.6% 67% +0.00% 25.5 2.29% 2.40% 2.25%
MUSI American Century Multisector In 43.44 +0.06% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.0% +0.0% 80% +0.00% 5.38% 5.72%
TBB AT&T Inc. 5.350% Global Notes d 20.30 -0.03% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.4 -0.6% -0.4% 60% +0.00% 4.0 7.59% 5.94% 5.77% Jul 23
TMNL T. Rowe Price Long Municipal In 50.22 -0.02% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.7 -0.9% -0.7% 84% +0.00%
BAMD Brookstone Dividend Stock ETF 34.00 -0.47% ★★★⯪☆ ★★⯪☆☆ ★★★☆☆ 0.9 +0.8% +0.4% 52% +0.00% 16.8 3.63%
VMBS Vanguard Mortgage-Backed Securi 46.50 +0.11% ★★☆☆☆ ★☆☆☆☆ ★★★☆☆ -2.5 -0.0% -0.0% 79% +0.00% 4.17% 4.03% 3.29%
BTGD STKd 100% Bitcoin & 100% Gold E 20.96 +0.58% ★★☆☆☆ ★★⯪☆☆ ★★★☆☆ -0.2 +0.0% +0.0% 35% +0.00% 3.32%
LMAT LeMaitre Vascular, Inc. 101.63 -1.36% 7.5% ★★★☆☆ ★★★★☆ ★★★☆☆ 3.7 +2.5% +1.2% 48% +0.00% 37.4 0.52 0.93% 0.91% 0.95% Aug 4 Healthcare +27.4% 2.3B
JBK Lehman ABS 3.50 3.50% Adjustabl 25.95 +0.00% ★★⯪☆☆ ★★★☆☆ ★★★☆☆ 0.8 +0.0% +0.0% 61% +0.00% 6.15% 5.12% 5.37%
DYLD LeaderShares Dynamic Yield ETF 22.38 +0.07% ★★☆☆☆ ★★☆☆☆ ★★★☆☆ -1.0 -0.0% -0.0% 86% +0.00% 3.99% 4.22%
MSFO YieldMax MSFT Option Income Str 10.69 -1.75% ★★☆☆☆ ★☆☆☆☆ ★★★☆☆ -5.5 -5.8% -3.0% 51% +0.00% 33.01%
ALC Alcon Inc. 70.26 -0.51% Buy ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 1.6 -2.8% -1.4% 51% +0.00% 42.3 0.70 0.48% 0.38% 0.34% May 5 Healthcare -19.6% 34.3B
NUV Nuveen Municipal Value Fund, In 9.13 -0.54% 0.2% ★★⯪☆☆ ★★☆☆☆ ★★★☆☆ -0.8 -0.1% -0.1% 67% +0.00% 17.9 0.38 4.38% 4.28% 4.00% Jun 30 Financial Services +6.3% 1.9B
BDVL iShares Disciplined Volatility 25.86 -0.68% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.0% +0.0% 71% +0.00% 21.3
XFIV BondBloxx Bloomberg Five Year T 48.42 +0.06% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 80% +0.00% 3.76% 3.95%
VT Vanguard Total World Stock Inde 154.78 -0.86% ★★★★☆ ★★★★⯪ ★★★☆☆ 6.0 +3.4% +2.2% 65% +0.00% 22.3 1.74% 1.92% 2.02%
RBIL F/m Ultrashort Treasury Inflati 49.96 +0.13% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.1 -0.1% -0.1% 85% +0.00% 4.58%
MPB Mid Penn Bancorp 35.44 -1.39% 3.4% Buy ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 2.1 -1.2% -0.6% 50% +0.00% 16.3 0.46 2.94% 3.16% 3.08% Apr 22 Financial Services +22.4% 898.2M
WTFCN Wintrust Financial Corporation 26.13 +0.08% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 78% +0.00% 0.84 Jul 15 Financial Services +0.1%
WABF Western Asset Bond ETF 24.72 +0.12% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.1% +0.0% 73% +0.00% 5.11%
DIAX Nuveen Dow 30SM Dynamic Overwri 14.10 0.0% ★★⯪☆☆ ★★★☆☆ ★★★☆☆ 2.4 +3.1% +1.6% 51% +0.00% 9.8 0.73 6.40% 8.36% 8.80% Financial Services +9.9% 512.8M
UTRE US Treasury 3 Year Note ETF 49.08 -0.01% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.1% -0.0% 74% +0.00% 3.45% 3.86%