Jt Stratford LLC
CIK Number: 0001689013
565.6M
Market Value
288
# of Holdings
11 months
Avg. Holding Period
32.93%
Win Rate
17.44%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AGG | iShares Core U.... | 98.31 | +0.36% | 476.63K | +19.13K% | 46.19M | 96.91 | 7.59% |
| 2 | IWB | iShares Russell... | 331.42 | +0.24% | 99.45K | +11.09% | 32.04M | 220.98 | 5.27% |
| 3 | SPDW | SPDR Portfolio ... | 40.73 | +0.77% | 672.57K | -7.86% | 22.97M | 32.01 | 3.78% |
| 4 | VIG | Vanguard Divide... | 202.54 | +0.63% | 111.74K | +4.02% | 21.89M | 134.2 | 3.60% |
| 5 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 153.38K | +2.19% | 20.6M | 49.61 | 3.39% |
| 6 | VCIT | Vanguard Interm... | 81.90 | +0.34% | 210.33K | +5.86% | 16.88M | 78.6 | 2.78% |
| 7 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 30.3K | +1.24% | 15.49M | 367.94 | 2.55% |
| 8 | AAPL | Apple Inc. | 198.98 | +0.10% | 59.42K | +4.54% | 14.88M | 89.18 | 2.45% |
| 9 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 31.55K | +2.61% | 13.3M | 209.39 | 2.19% |
| 10 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 56.26K | +10.67% | 12.34M | 135.24 | 2.03% |
| 11 | GOOGL | Alphabet Inc. | 175.57 | -1% | 61.24K | +4.61% | 11.59M | 92.34 | 1.91% |
| 12 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 24.45K | +10.59% | 9.87M | 213.6 | 1.62% |
| 13 | IJR | iShares Core S&... | 108.32 | -0.46% | 85.22K | +11.07% | 9.82M | 91.02 | 1.61% |
| 14 | META | Meta Platforms,... | 693.11 | -0.15% | 14.86K | +4.99% | 8.7M | 260.82 | 1.43% |
| 15 | SCHD | Schwab U.S. Div... | 27.00 | +0.52% | 292.8K | +220.15% | 8M | 22.7 | 1.31% |
| 16 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 7.67K | -4.2% | 6.83M | 599 | 1.12% |
| 17 | IVV | iShares Core S&... | 606.23 | +0.32% | 11.48K | +7.59% | 6.77M | 418.12 | 1.11% |
| 18 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 46.28K | -3.79% | 6.69M | 149.46 | 1.10% |
| 19 | VEA | Vanguard Develo... | 56.86 | +0.78% | 110.8K | +2.19% | 5.3M | 45.48 | 0.87% |
| 20 | PLTR | Palantir Techno... | 135.06 | -0.98% | 69.87K | -17.58% | 5.28M | 20.89 | 0.87% |
| 21 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 20.73K | +6.34% | 4.97M | 120.98 | 0.82% |
| 22 | WMT | Walmart Inc. | 94.83 | -1.01% | 54.43K | +2.61% | 4.92M | 45.71 | 0.81% |
| 23 | PFF | iShares Preferr... | 30.34 | -0.21% | 150.68K | +5.68% | 4.74M | 31.28 | 0.78% |
| 24 | SPAB | SPDR Portfolio ... | 25.36 | +0.40% | 188.75K | +0.26% | 4.72M | 26.18 | 0.78% |
| 25 | IGSB | iShares 1-5 Yea... | 52.38 | +0.12% | 90.49K | +76.29% | 4.68M | 51.34 | 0.77% |
| 26 | HIGH | Simplify Enhanc... | 23.99 | +0.13% | 203.17K | -1.23% | 4.68M | 24.34 | 0.77% |
| 27 | SOUN | SoundHound AI, ... | 9.49 | -2.57% | 203.46K | -32.82% | 4.04M | 4.32 | 0.66% |
| 28 | JUCY | Aptus Enhanced ... | 22.30 | +0.15% | 173.73K | +58.96% | 3.96M | 23.91 | 0.65% |
| 29 | DGRW | WisdomTree U.S.... | 82.67 | +0.52% | 46.79K | +4.40% | 3.79M | 62.64 | 0.62% |
| 30 | SPTM | SPDR Portfolio ... | 73.20 | +0.33% | 52.74K | +1.57% | 3.77M | 41.37 | 0.62% |
| 31 | BND | Vanguard Total ... | 72.97 | +0.38% | 51.84K | -90.15% | 3.73M | 75.97 | 0.61% |
| 32 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 6.73K | +5.88% | 3.63M | 426.45 | 0.60% |
| 33 | IVW | iShares S&P 500... | 106.36 | +0.36% | 35.65K | +2.06% | 3.62M | 68.63 | 0.59% |
| 34 | CI | Cigna Corporati... | 314.96 | +1.53% | 12.6K | +117.36% | 3.48M | 289.59 | 0.57% |
| 35 | EMB | iShares J.P. Mo... | 91.46 | +0.14% | 37.87K | +5.82% | 3.37M | 88.7 | 0.55% |
| 36 | IEF | iShares 7-10 Ye... | 94.64 | +0.43% | 35.51K | +127.02% | 3.28M | 93.98 | 0.54% |
| 37 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 3.74K | -3.21% | 2.88M | 396.8 | 0.47% |
| 38 | TFC | Truist Financia... | 39.91 | -0.86% | 66.33K | -5.75% | 2.88M | 48.45 | 0.47% |
| 39 | JEPQ | JPMorgan Nasdaq... | 53.02 | +0.18% | 49.6K | -4.37% | 2.8M | 50.38 | 0.46% |
| 40 | ANET | Arista Networks... | 95.66 | +1.54% | 23.88K | +100.00% | 2.64M | 110.53 | 0.43% |
| 41 | FCNCA | First Citizens ... | 1840.98 | -1.61% | 1.25K | +0.40% | 2.63M | 1502.53 | 0.43% |
| 42 | VUG | Vanguard Growth... | 423.76 | +0.11% | 6.38K | +1.98% | 2.62M | 242.32 | 0.43% |
| 43 | VIGI | Vanguard Intern... | 91.18 | +0.96% | 32.45K | +4.42% | 2.6M | 75.97 | 0.43% |
| 44 | HD | The Home Depot,... | 362.78 | +0.64% | 6.61K | +3.69% | 2.57M | 258.45 | 0.42% |
| 45 | SPTI | SPDR Portfolio ... | 28.48 | +0.30% | 90.66K | -0.67% | 2.53M | 28 | 0.42% |
| 46 | OEF | iShares S&P 100... | 295.94 | +0.33% | 8.72K | +2.93% | 2.52M | 222.2 | 0.41% |
| 47 | ADBE | Adobe Inc. | 414.08 | +0.30% | 5.62K | +40.19% | 2.5M | 470.9 | 0.41% |
| 48 | SPYV | SPDR Portfolio ... | 51.73 | +0.29% | 47.46K | +4.75% | 2.43M | 40.25 | 0.40% |
| 49 | REGN | Regeneron Pharm... | 521.59 | +0.58% | 3.4K | +13.09% | 2.42M | 865.87 | 0.40% |
| 50 | RMD | ResMed Inc. | 251.88 | +0.21% | 10.45K | +75.40% | 2.39M | 206.09 | 0.39% |
| 51 | TSM | Taiwan Semicond... | 215.28 | +0.55% | 11.73K | -0.47% | 2.32M | 167.73 | 0.38% |
| 52 | LEN | Lennar Corporat... | 112.08 | +0.52% | 16.84K | +5.73% | 2.3M | 123.03 | 0.38% |
| 53 | PYPL | PayPal Holdings... | 74.77 | +0.21% | 26.87K | +42.05% | 2.29M | 69.92 | 0.38% |
| 54 | CAT | Caterpillar Inc... | 361.14 | -0.55% | 6.24K | -26.32% | 2.27M | 342.93 | 0.37% |
| 55 | BIP | Brookfield Infr... | 33.82 | +0.54% | 71.2K | +13.03% | 2.26M | 31.59 | 0.37% |
| 56 | QCOM | QUALCOMM Incorp... | 158.59 | -0.56% | 14.73K | +2.78% | 2.26M | 151 | 0.37% |
| 57 | PANW | Palo Alto Netwo... | 197.72 | +1.72% | 12.41K | +100.03% | 2.26M | 86.02 | 0.37% |
| 58 | EMXC | iShares MSCI Em... | 62.20 | +0.09% | 40.11K | +1.33% | 2.22M | 51.37 | 0.37% |
| 59 | CB | Chubb Limited | 289.24 | +1.27% | 7.98K | +5.23% | 2.21M | 219.6 | 0.36% |
| 60 | USFR | WisdomTree Floa... | 50.40 | +0.04% | 43.26K | +3.62% | 2.18M | 50.31 | 0.36% |
| 61 | AGGY | WisdomTree Yiel... | 43.36 | +0.44% | 49.74K | +13.66% | 2.13M | 43.56 | 0.35% |
| 62 | STRL | Sterling Infras... | 204.10 | -0.18% | 12.46K | +0.98% | 2.1M | 112.17 | 0.35% |
| 63 | DELL | Dell Technologi... | 113.35 | +1.90% | 18.1K | +13.21% | 2.09M | 118.15 | 0.34% |
| 64 | ACI | Albertsons Comp... | 21.38 | +0.54% | 105.01K | -1.64% | 2.06M | 19.62 | 0.34% |
| 65 | IUSB | iShares Core To... | 45.79 | +0.34% | 45.41K | -11.7% | 2.05M | 45.32 | 0.34% |
| 66 | CSCO | Cisco Systems, ... | 65.09 | +1.41% | 34.48K | +2.20% | 2.04M | 47.6 | 0.34% |
| 67 | ACGL | Arch Capital Gr... | 91.84 | +2.74% | 22.08K | +6.63% | 2.04M | 93.51 | 0.34% |
| 68 | OPRA | Opera Limited | 19.02 | -0.42% | 106.89K | +15.33% | 2.02M | 15.69 | 0.33% |
| 69 | MNST | Monster Beverag... | 63.68 | +1.74% | 37.56K | +100.00% | 1.97M | 52.56 | 0.32% |
| 70 | CPNG | Coupang, Inc. | 28.32 | +0.12% | 89.2K | +12.70% | 1.96M | 19.69 | 0.32% |
| 71 | GRMN | Garmin Ltd. | 208.32 | -0.38% | 9.45K | +5.01% | 1.95M | 140.63 | 0.32% |
| 72 | FOUR | Shift4 Payments... | 93.40 | -2.23% | 18.48K | +15.92% | 1.92M | 81.84 | 0.32% |
| 73 | AMAT | Applied Materia... | 174.97 | +1.26% | 11.78K | +0.69% | 1.92M | 135.55 | 0.31% |
| 74 | KEYS | Keysight Techno... | 161.98 | -0.32% | 11.88K | +4.96% | 1.91M | 154.2 | 0.31% |
| 75 | ADM | Archer-Daniels-... | 49.69 | +2.09% | 37.73K | +40.37% | 1.91M | 57.09 | 0.31% |
| 76 | BMY | Bristol-Myers S... | 50.66 | +0.99% | 33.55K | +215.80% | 1.9M | 51.73 | 0.31% |
| 77 | JQUA | JPMorgan U.S. Q... | 59.68 | +0.21% | 32.44K | +22.51% | 1.86M | 47.25 | 0.31% |
| 78 | NU | Nu Holdings Ltd... | 12.03 | -5.72% | 177.55K | +1.19% | 1.84M | 8.83 | 0.30% |
| 79 | CME | CME Group Inc. | 270.83 | +0.44% | 7.89K | -4.2% | 1.83M | 188.47 | 0.30% |
| 80 | SOLV | Solventum Corpo... | 74.13 | -0.38% | 26.69K | +17.46% | 1.76M | 66.53 | 0.29% |
| 81 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 7.5K | +6.64% | 1.74M | 103.6 | 0.29% |
| 82 | TROW | T. Rowe Price G... | 94.49 | -0.64% | 15.35K | +4.48% | 1.74M | 113.71 | 0.29% |
| 83 | PCAR | PACCAR Inc | 93.55 | -0.35% | 16.69K | +4.48% | 1.74M | 103.6 | 0.29% |
| 84 | DECK | Deckers Outdoor... | 107.66 | -0.25% | 8.54K | +100.00% | 1.73M | 203.09 | 0.29% |
| 85 | LVHD | Franklin U.S. L... | 40.05 | +0.46% | 44.29K | +5.37% | 1.7M | 37.7 | 0.28% |
| 86 | CSL | Carlisle Compan... | 366.47 | -0.63% | 4.5K | +2.76% | 1.66M | 447.58 | 0.27% |
| 87 | FOXA | Fox Corporation | 53.80 | -1.57% | 33.9K | +100.00% | 1.65M | 48.58 | 0.27% |
| 88 | VRTX | Vertex Pharmace... | 459.61 | +1.58% | 3.96K | -55.54% | 1.59M | 361.95 | 0.26% |
| 89 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 2.61K | +1.63% | 1.53M | 516.77 | 0.25% |
| 90 | WRB | W. R. Berkley C... | 73.77 | +1.91% | 26.02K | +4.94% | 1.52M | 50.78 | 0.25% |
| 91 | HIG | The Hartford Fi... | 126.25 | +1.51% | 13.92K | +100.00% | 1.52M | 109.4 | 0.25% |
| 92 | KMI | Kinder Morgan, ... | 27.63 | +0.40% | 54.68K | +0.56% | 1.5M | 18.85 | 0.25% |
| 93 | EA | Electronic Arts... | 150.02 | +1.58% | 10.15K | +4.66% | 1.49M | 137.83 | 0.24% |
| 94 | SPTS | SPDR Portfolio ... | 29.14 | +0.09% | 50.94K | -3.98% | 1.48M | 29.03 | 0.24% |
| 95 | WFC | Wells Fargo & C... | 73.92 | -1.34% | 20.98K | +5.76% | 1.47M | 46.32 | 0.24% |
| 96 | TOL | Toll Brothers, ... | 110.49 | +1.01% | 11.63K | +0.12% | 1.47M | 53.88 | 0.24% |
| 97 | TRV | The Travelers C... | 265.91 | +1.78% | 6.04K | +0.82% | 1.46M | 224.9 | 0.24% |
| 98 | FCTE | SMI 3Fourteen F... | 26.30 | +0.44% | 55.1K | +100.00% | 1.43M | 25.93 | 0.23% |
| 99 | FNY | First Trust Mid... | 80.06 | -0.21% | 17.66K | +100.00% | 1.41M | 80 | 0.23% |
| 100 | CTSH | Cognizant Techn... | 80.42 | -0.29% | 18.33K | +4.99% | 1.41M | 68.28 | 0.23% |
| 101 | SFM | Sprouts Farmers... | 157.02 | -1.8% | 11.09K | +0.91% | 1.41M | 48.82 | 0.23% |
| 102 | PHM | PulteGroup, Inc... | 104.08 | +0.64% | 12.89K | +3.58% | 1.4M | 106.32 | 0.23% |
| 103 | SCHG | Schwab U.S. Lar... | 28.26 | +0.14% | 50.36K | +430.43% | 1.4M | 26.23 | 0.23% |
| 104 | BNDX | Vanguard Total ... | 49.48 | +0.23% | 28.5K | -5.47% | 1.4M | 49.23 | 0.23% |
| 105 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 3.06K | -12.86% | 1.39M | 282.97 | 0.23% |
| 106 | BIL | SPDR Bloomberg ... | 91.54 | +0.01% | 14.89K | -72.12% | 1.36M | 91.8 | 0.22% |
| 107 | CMCSA | Comcast Corpora... | 35.26 | +0.20% | 35.46K | -15.63% | 1.33M | 40.44 | 0.22% |
| 108 | VYM | Vanguard High D... | 131.86 | +0.45% | 10.25K | -0.35% | 1.31M | 86.34 | 0.21% |
| 109 | LULU | Lululemon Athle... | 247.00 | -2.09% | 3.42K | -4.45% | 1.31M | 271.35 | 0.21% |
| 110 | SMR | NuScale Power C... | 40.30 | -3.14% | 72.77K | -38.73% | 1.3M | 10.93 | 0.21% |
| 111 | BLDR | Builders FirstS... | 114.89 | +0.46% | 9.06K | +66.28% | 1.3M | 172.95 | 0.21% |
| 112 | KO | The Coca-Cola C... | 72.20 | +0.18% | 20.71K | -1.74% | 1.29M | 57.57 | 0.21% |
| 113 | DUK | Duke Energy Cor... | 117.22 | +0.75% | 11.84K | -0.82% | 1.28M | 91.27 | 0.21% |
| 114 | KJAN | Innovator U.S. ... | 37.10 | -0.19% | 33.55K | -5.57% | 1.25M | 35.16 | 0.21% |
| 115 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 7.05K | -0.83% | 1.25M | 115.58 | 0.21% |
| 116 | SNPS | Synopsys, Inc. | 495.14 | -1.12% | 2.55K | -10.53% | 1.24M | 591.31 | 0.20% |
| 117 | TDY | Teledyne Techno... | 495.01 | -0.65% | 2.67K | +6.47% | 1.24M | 439.27 | 0.20% |
| 118 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 2.41K | +2.86% | 1.22M | 344 | 0.20% |
| 119 | TLH | iShares 10-20 Y... | 100.52 | +0.96% | 12.11K | -0.3% | 1.2M | 105.01 | 0.20% |
| 120 | COST | Costco Wholesal... | 1002.64 | +0.59% | 1.31K | -0.46% | 1.2M | 445.13 | 0.20% |
| 121 | GS | The Goldman Sac... | 625.32 | +0.18% | 2.09K | +4.24% | 1.2M | 373.63 | 0.20% |
| 122 | MCD | McDonald's Corp... | 302.86 | +0.38% | 4.11K | -10% | 1.19M | 252.27 | 0.20% |
| 123 | CTRA | Coterra Energy ... | 26.13 | +1.34% | 46.18K | -7.98% | 1.18M | 26.37 | 0.19% |
| 124 | QUAL | iShares MSCI US... | 181.07 | +0.28% | 6.59K | -19.91% | 1.17M | 134 | 0.19% |
| 125 | SFIG | WisdomTree U.S.... | 47.87 | +0.24% | 24.39K | -2% | 1.17M | 46.7 | 0.19% |
| 126 | GCT | GigaCloud Techn... | 18.51 | -1.23% | 62.66K | +100.00% | 1.16M | 18.52 | 0.19% |
| 127 | DDLS | WisdomTree Dyna... | 39.22 | +0.65% | 31.85K | +2.78% | 1.11M | 32.31 | 0.18% |
| 128 | DFIV | Dimensional Int... | 43.23 | +0.90% | 31.34K | -5.72% | 1.11M | 32 | 0.18% |
| 129 | VBK | Vanguard Small ... | 271.60 | -0.18% | 3.97K | +100.00% | 1.11M | 280.06 | 0.18% |
| 130 | NEE | NextEra Energy,... | 73.84 | +1.15% | 15.44K | +534.17% | 1.11M | 73.71 | 0.18% |
| 131 | DHS | WisdomTree U.S.... | 96.34 | +0.40% | 11.53K | -1.74% | 1.08M | 83.04 | 0.18% |
| 132 | NOC | Northrop Grumma... | 497.08 | +1.76% | 2.26K | -3.87% | 1.06M | 419.52 | 0.17% |
| 133 | BWXT | BWX Technologie... | 137.89 | +1.54% | 9.47K | +0.05% | 1.05M | 72.45 | 0.17% |
| 134 | VTV | Vanguard Value ... | 174.72 | +0.57% | 6.18K | +0.50% | 1.05M | 131.17 | 0.17% |
| 135 | VICI | VICI Properties... | 32.59 | +0.35% | 35.36K | +1.68% | 1.03M | 30.44 | 0.17% |
| 136 | SCHW | The Charles Sch... | 88.46 | +0.07% | 13.74K | -2.83% | 1.02M | 65.56 | 0.17% |
| 137 | A | Agilent Technol... | 118.94 | -0.65% | 7.51K | +100.00% | 1.01M | 134.34 | 0.17% |
| 138 | VLO | Valero Energy C... | 133.46 | -0.45% | 8.13K | -0.61% | 996.9K | 64 | 0.16% |
| 139 | MP | MP Materials Co... | 29.20 | +13.88% | 63.69K | +0.67% | 993.49K | 15.08 | 0.16% |
| 140 | DAL | Delta Air Lines... | 48.86 | -0.62% | 16.2K | +0.37% | 980.28K | 42.17 | 0.16% |
| 141 | TPL | Texas Pacific L... | 1097.22 | -0.25% | 875 | +100.00% | 967.72K | 1105.96 | 0.16% |
| 142 | V | Visa Inc. | 371.03 | -0.61% | 3.04K | -70.43% | 960.76K | 242.08 | 0.16% |
| 143 | DFUS | Dimensional U.S... | 65.40 | +0.25% | 14.95K | -0.09% | 953.06K | 48.28 | 0.16% |
| 144 | ZM | Zoom Video Comm... | 77.39 | -0.99% | 11.45K | +100.00% | 934.19K | 81.61 | 0.15% |
| 145 | DIA | SPDR Dow Jones ... | 430.26 | +0.15% | 2.14K | -9.06% | 909.29K | 338.38 | 0.15% |
| 146 | GTO | Invesco Total R... | 46.58 | +0.36% | 19.54K | +67.67% | 906.75K | 47.53 | 0.15% |
| 147 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 5.95K | -8.8% | 904.45K | 147.74 | 0.15% |
| 148 | VB | Vanguard Small ... | 233.32 | -0.21% | 3.69K | +1.77% | 889.03K | 237.26 | 0.15% |
| 149 | MPC | Marathon Petrol... | 165.05 | +0.24% | 6.32K | -0.61% | 882.06K | 78.67 | 0.14% |
| 150 | MA | Mastercard Inco... | 588.62 | -0.36% | 1.65K | -5.61% | 867.79K | 288.3 | 0.14% |