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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
FDRS Founder-Led ETF 24.58 -4.06% — — ★★☆☆☆ ★★⯪☆☆ ☆☆☆☆☆ -1.8 -0.0% -0.0% 51% +0.00% 31.4 — — — — — — —
CLDT Chatham Lodging Trust (REIT) 14.05 -0.64% 3.2% Buy ★★⯪☆☆ ★☆☆☆☆ ★★⯪☆☆ 0.2 -0.0% -0.0% 51% +0.00% 175.6 1.13 4.10% 3.92% 2.90% Nov 4 Real Estate +124.1% 688.0M
GWW W.W. Grainger, Inc. 1330.70 -0.04% 3.1% Hold ★★★⯪☆ ★★★★⯪ ★★⯪☆☆ 2.1 +0.1% +0.0% 51% +0.00% 33.9 1.01 0.82% 0.83% 0.99% Nov 4 Industrials +37.1% 62.8B
JEPQ JPMorgan Nasdaq Equity Premium 58.81 -2.15% — — ★★★★☆ ★★★⯪☆ ★★★★⯪ 3.2 +0.5% +0.2% 51% +0.00% 27.1 — 11.72% 10.93% — — — —
FFIV F5, Inc. 442.03 -3.19% 2.9% Hold ★★★★☆ ★★★⯪☆ ★☆☆☆☆ 2.4 +2.3% +1.2% 51% +0.00% 35.2 1.03 — — — Oct 27 Technology +51.7% 25.0B
EDGE MRBL Enhanced Equity ETF 51.94 -1.15% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ 0.7 +1.9% +1.0% 51% +0.00% 24.2 — — — — — — —
AIG American International Group, I 80.74 +2.05% 2.5% Buy ★★⯪☆☆ ★★★⯪☆ ★★★★☆ 2.0 -0.0% -0.0% 51% +0.00% 14.8 0.53 2.45% 2.23% 2.28% Nov 3 Financial Services +2.3% 42.2B
MEM Matthews Emerging Markets Equit 40.44 -1.28% — — ★★⯪☆☆ ★★★⯪☆ ★★⯪☆☆ 2.4 +2.2% +1.1% 51% +0.00% 12.2 — 3.71% 3.84% — — — —
SFBC Sound Financial Bancorp, Inc. 43.17 -0.83% 0.2% — ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 0.9 -1.1% -0.6% 51% +0.00% 13.8 0.02 1.85% 1.76% 1.82% Oct 27 Financial Services -3.9% 110.9M
SPWO SP Funds S&P World (ex-US) ETF 31.58 -1.80% — — ★★★⯪☆ ★★★⯪☆ ★★⯪☆☆ 2.8 +2.1% +1.1% 51% +0.00% 21.9 — 1.12% — — — — —
KIE State Street SPDR S&P Insurance 62.59 +1.18% — — ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 1.5 +0.0% +0.0% 51% +0.00% 10.5 — 1.69% 1.60% 1.69% — — —
HPF John Hancock Pfd Income Fund II 13.10 +0.92% — — ★★⯪☆☆ ★☆☆☆☆ ★★⯪☆☆ -2.8 -0.6% -0.3% 51% +0.00% 21.8 0.66 9.54% 9.23% 9.04% Feb 15 Financial Services -22.0% 284.1M
ROKT State Street SPDR S&P Kensho Fi 100.55 -0.31% — — ★★⯪☆☆ ★★⯪☆☆ ★☆☆☆☆ -1.0 +0.0% +0.0% 51% +0.00% 23.5 — 0.20% 0.53% 0.54% — — —
LPSN LivePerson, Inc. 3.10 — 5.5% — ⯪☆☆☆☆ ⯪☆☆☆☆ ☆☆☆☆☆ -28.0 -44.5% -22.5% 51% +44.22% — 1.44 — — — — Technology -49.2% 38.2M
VONG Vanguard Russell 1000 Growth ET 125.04 -2.23% — — ★★⯪☆☆ ★★★★⯪ ★★☆☆☆ 2.5 -0.0% -0.0% 51% +0.00% 28.0 — 0.48% 0.56% 0.67% — — —
IVEP Dan IVES Wedbush AI Power & Inf 24.32 -0.98% — — ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -2.5 -1.9% -1.0% 51% +0.00% 31.7 — — — — — — —
AXP American Express Company 313.59 -0.09% 2.1% Buy ★★⯪☆☆ ★★★★⯪ ★★★☆☆ 2.8 -0.0% -0.0% 51% +0.00% 19.0 1.08 1.11% 1.13% 1.23% Oct 23 Financial Services -9.4% 211.8B
UIVM VictoryShares International Val 73.21 +0.62% — — ★★⯪☆☆ ★★★⯪☆ ★★★★☆ 3.3 +2.6% +1.3% 51% +0.00% 12.2 — 4.33% 4.49% 4.19% — — —
PTY Pimco Corporate & Income Opport 10.71 -1.02% — — ★★⯪☆☆ ★⯪☆☆☆ ★★☆☆☆ -2.6 -1.2% -0.6% 51% +0.00% 10.5 0.79 11.74% 10.67% 10.74% Apr 1 Financial Services -22.1% 2.4B
JAKK JAKKS Pacific, Inc. 28.53 -1.76% 4.3% Strong Buy ★★★⯪☆ ★★⯪☆☆ ★★★☆☆ 4.9 +4.7% +2.4% 51% +0.00% 20.2 1.31 4.78% 2.79% 1.67% Oct 22 Consumer Cyclical +49.8% 326.5M
ITA iShares U.S. Aerospace & Defens 209.07 +1.04% — — ★★★⯪☆ ★★★★☆ ★★⯪☆☆ 2.5 +0.0% +0.0% 51% +0.00% 32.2 — 0.25% 0.70% 0.80% — — —
AIFD TCW Artificial Intelligence ETF 48.90 -4.11% — — ★★★⯪☆ ★★⯪☆☆ ☆☆☆☆☆ -1.0 +0.0% +0.0% 51% +0.00% 30.9 — — — — — — —
AAT American Assets Trust, Inc. 21.28 -0.79% 6.7% Underperform ★★☆☆☆ ★★☆☆☆ ★★★⯪☆ -1.7 -0.4% -0.2% 51% +0.00% 73.4 0.98 6.49% 6.23% 5.68% Oct 27 Real Estate +10.3% 1.7B
MPB Mid Penn Bancorp 36.04 +0.19% 3.1% Buy ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 2.5 -0.0% -0.0% 51% +0.00% 12.6 0.48 2.81% 3.07% 3.05% Oct 21 Financial Services +31.0% 913.1M
CGNG Capital Group New Geography Equ 34.54 -1.54% — — ★★★⯪☆ ★★⯪☆☆ ★★☆☆☆ 1.0 +2.0% +1.0% 51% +0.00% 16.4 — 0.67% — — — — —
SBUX Starbucks Corporation 97.52 +0.66% 4.1% Buy ★★⯪☆☆ ★★⯪☆☆ ★★☆☆☆ 0.8 +0.0% +0.0% 51% +0.84% 56.4 0.97 2.55% 2.53% 2.38% Oct 29 Consumer Cyclical +13.5% 111.2B
NACP Impact Shares NAACP Minority Em 59.88 -1.58% — — ★★★⯪☆ ★★★⯪☆ ★★⯪☆☆ 2.9 +2.2% +1.1% 51% +0.00% 23.8 — 0.61% 1.53% 2.31% — — —
SGA Saga Communications, Inc. 8.32 +1.96% 0.4% — ★★☆☆☆ ★☆☆☆☆ ★★☆☆☆ -3.0 -0.0% -0.0% 51% +0.00% — -0.07 9.76% 11.31% 11.86% Nov 12 Communication Services -33.9% 52.9M
APD Air Products and Chemicals, Inc 299.59 +1.01% 2.3% Buy ★★☆☆☆ ★★★☆☆ ★★⯪☆☆ 1.9 +0.0% +0.0% 51% +0.00% — 0.76 2.59% 2.60% 2.53% Nov 5 Basic Materials +17.1% 66.7B
QTOC Innovator Growth Accelerated Pl 38.25 -2.17% — — ★★★⯪☆ ★★⯪☆☆ ☆☆☆☆☆ 0.5 +3.1% +1.5% 51% +0.00% 33.3 — — — — — — —
GIND Goldman Sachs India Equity ETF 23.95 -0.73% — — ★★⯪☆☆ ★★⯪☆☆ ★★☆☆☆ -0.5 -0.0% -0.0% 51% +0.00% 27.3 — — — — — — —
IGE iShares North American Natural 66.26 +2.10% — — ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 3.9 +4.7% +2.4% 51% +0.00% 18.2 — 2.09% 2.37% 2.64% — — —
DE Deere & Company 641.86 -1.35% 2.1% Buy ★★★⯪☆ ★★★★⯪ ★★☆☆☆ 6.2 +6.1% +3.1% 51% +0.00% 35.7 0.87 1.13% 1.34% 1.30% Nov 25 Industrials +40.7% 173.1B
FWONK Liberty Media Corporation - Ser 90.81 +0.00% 4.2% Strong Buy ★★⯪☆☆ ★★★★☆ ☆☆☆☆☆ 2.8 -0.0% -0.0% 51% +0.00% 110.7 0.68 — — — Nov 5 Communication Services -8.2% 22.8B
ROP Roper Technologies, Inc. 382.71 +0.07% 5.3% Buy ★★★☆☆ ★★★★☆ ★★⯪☆☆ 2.0 +0.0% +0.0% 51% +0.00% 15.9 0.75 0.98% 0.72% 0.67% Oct 22 Technology -24.4% 37.9B
TM Toyota Motor Corporation 194.61 +1.39% 0.1% — ★★★⯪☆ ★★★★☆ ★★★★☆ 3.2 -0.0% -0.0% 51% +0.00% 8.6 0.38 — 1.52% 1.99% Nov 5 Consumer Cyclical -4.1% 229.2B
NTCT NetScout Systems, Inc. 38.07 -1.78% 5.7% Buy ★★★☆☆ ★★★⯪☆ ☆☆☆☆☆ 1.9 -0.3% -0.1% 50% +0.00% 23.8 0.69 — — — Nov 5 Technology +46.4% 2.8B
CNA CNA Financial Corporation 47.90 +1.25% 17.7% Underperform ★★☆☆☆ ★★★☆☆ ★★★⯪☆ -1.1 -0.0% -0.0% 50% +0.00% 10.6 0.27 8.34% 8.26% 7.89% Nov 2 Financial Services +3.9% 13.0B
IWO iShares Russell 2000 Growth Fun 338.83 -2.54% — — ★★⯪☆☆ ★★★⯪☆ ★★☆☆☆ 1.0 -0.0% -0.0% 50% +0.23% 20.9 — 0.48% 0.64% 0.66% — — —
UVSP Univest Financial Corporation 41.25 +0.49% 3.6% Hold ★★⯪☆☆ ★★★☆☆ ★★★☆☆ 0.4 -0.0% -0.0% 50% +0.00% 11.9 0.66 2.49% 3.12% 3.23% Oct 28 Financial Services +39.8% 1.1B
ACGR American Century Large Cap Grow 68.87 -2.34% — — ★★⯪☆☆ ★★⯪☆☆ ★☆☆☆☆ -0.4 +1.2% +0.6% 50% +0.00% — — 0.11% 0.18% 0.27% — — —
OTF Blue Owl Technology Finance Cor 9.13 -3.28% 1.2% — ★★☆☆☆ ★☆☆☆☆ ★☆☆☆☆ -3.5 +0.0% +0.0% 50% +0.00% 11.9 — 13.89% — — Nov 4 Financial Services -33.4% 4.2B
MGRC McGrath RentCorp 113.03 +0.30% 2.3% — ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 1.5 -0.0% -0.0% 50% +0.00% 18.2 0.47 2.13% 1.71% 1.86% Oct 28 Industrials -5.6% 2.8B
MORT VanEck Mortgage REIT Income ETF 7.68 -1.41% — — ★☆☆☆☆ ★☆☆☆☆ ★★☆☆☆ -3.4 +0.2% +0.1% 50% +7.18% 5.3 — 14.99% 12.80% 12.56% — — —
CPT Camden Property Trust 98.59 +0.41% 5.4% Hold ★★⯪☆☆ ★⯪☆☆☆ ★★☆☆☆ -0.7 -0.6% -0.3% 50% +0.00% 32.5 0.81 4.08% 3.86% 3.57% Nov 5 Real Estate -4.1% 11.4B
DEC Diversified Energy Company 14.83 +2.77% 10.9% Strong Buy ★★⯪☆☆ ★★★★⯪ ★★★☆☆ 4.1 -0.1% -0.1% 50% +0.00% 2.4 0.35 8.04% 44.34% 140.43% Nov 5 Energy +14.3% 1.0B
XYLG Global X S&P 500 Covered Call & 29.45 -1.11% — — ★★⯪☆☆ ★★⯪☆☆ ★★☆☆☆ -0.5 -0.0% -0.0% 50% +0.00% 24.2 — 13.55% 14.12% 11.39% — — —
MAGS Roundhill Magnificent Seven ETF 71.28 -1.97% — — ★★★⯪☆ ★★★⯪☆ ★★⯪☆☆ 1.8 +0.1% +0.1% 50% +0.00% — — 1.47% — — — — —
CBTL Calamos Laddered Bitcoin 80 Ser 19.54 -0.29% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.2 +0.0% +0.0% 50% +0.00% — — — — — — — —
PLTS Platinum Analytics Cayman Limit 17.50 — 0.1% — ⯪☆☆☆☆ ⯪☆☆☆☆ ☆☆☆☆☆ -5.5 -0.0% -0.0% 50% +0.00% 1750.0 — — — — — Technology +8.0% 316.0M