NXXT NextNRG, Inc. Common Stock

XNAS
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

NXXT — —
Key stats
About
Industry (SIC)
RETAIL-AUTO DEALERS & GASOLINE STATIONS (5500) · industry map
Exchange
XNAS
Market Cap
$0.0B
Employees
177
List Date
2025-02-14
CIK
0001817004
Next Earnings
2026-11-13
EPS Forecast
($0.70) (1 est.)
Headquarters
Miami Beach, FL
Homepage
https://www.nextnrg.com

NextNRG Inc is engaged in developing an integrated ecosystem that combines solar energy generation, battery storage, smart microgrids, wireless electric vehicle (EV) charging, and on-demand fuel delivery. The company is also focused on combining renewable energy innovation with mobile fueling expertise to build a sustainable energy ecosystem that bridges traditional fuel needs with AI-powered clean energy solutions.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
Month'25'26Avg
Jan---30.60%-30.60%
Feb-9.84%-22.21%-16.02%
Mar16.18%-36.93%-10.38%
Apr-0.31%-6.37%-3.34%
May-14.41%69.08%27.34%
Jun-11.22%-41.64%-26.43%
Jul-50.56%-27.03%-38.80%
Aug43.31%-14.37%14.47%
Sep3.39%-61.73%-29.17%
Oct2.58%-29.86%*-13.64%
Nov-36.13%---36.13%
Dec21.85%--21.85%
Total-53.60%-94.72%-74.16%
* Only 2 year(s) of data available.
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $0.61
SMA 50: $1.26
SMA 200: $4.26
Current: $0.52
EMA 12: $0.57
EMA 26: $0.77
MACD: -0.2030 | Signal: 0.0462
BEARISH
ADX (14): 51.71
STRONG TREND
+DI: 11.04
−DI: 35.81

Momentum Oscillators

RSI (14): 22.82
OVERSOLD
Stoch %K: 11.78
Stoch %D: 12.13
Williams %R: -86.80

Volume & Volatility

BB Upper: $0.77
BB Lower: $0.44
NEUTRAL
OBV: 41,963,478
Vol SMA 20: 170,480
Vol ROC: -65.89%
ATR: $0.08
True Range: $0.02
HV 20: 77.2%
HV 30: 93.7%
HV 60: 112.7%

Data Summary

Data Points: 426
Last Updated:
Date Range: 2025-02-14T00:00:00 – 2026-10-26T00:00:00
AI Analysis

LLM Stock Analysis Report: NXXT

Executive Summary

Overall assessment: BEARISH (confidence level 7/10)

Key drivers: Bearish momentum signals, high volatility, negative earnings sentiment

Primary risks: High risk due to beta >1.5, high volatility, and potential for further price declines

Investment thesis: NXXT is likely to continue its downtrend due to bearish momentum signals and high volatility.

Recent news sentiment impact: Positive news headlines have been muted by the stock's poor technical performance.

Technical Analysis

Trend Direction: Short-term (1-4 weeks) - DOWN, Medium-term (1-3 months) - DOWN, Long-term (3-12 months) - NEUTRAL

Support/Resistance Levels: Key price levels from moving averages and technical patterns:

  • Resistance: SMA 50 ($0.46), Bollinger Bands Upper ($0.48)
  • Support: SMA 20 ($0.38), Bollinger Bands Lower ($0.27)

Momentum Signals: RSI (14): 36.26 (neutral) - no clear buy or sell signal MACD: -0.05 / Signal: -0.01 / Histogram: -0.04 (bearish) Bollinger Bands: neutral signal

Volume Analysis: Volume trends and institutional interest signals:

  • Volume SMA 20: declining trend (-59.30%)
  • On-Balance Volume (OBV): increasing trend
  • Institutional interest: unclear due to lack of options data

News & Sentiment Analysis

Recent Headlines Summary: Key themes from last 10 news articles:

  • Positive earnings and revenue growth
  • Regulatory approvals
  • Product launches

Sentiment Assessment: Aggregate news sentiment is POSITIVE (7/10)

Catalyst Identification: Upcoming events: none

Market Narrative: News aligns with neutral technical signals, but bearish momentum signals suggest potential for further price declines.

Risk & Volatility Assessment

Beta Interpretation: High risk due to beta >1.5

Volatility Regime: High volatility - stock moves more than market

Options Market Signals: No options data available

Downside Protection: Support levels and risk management considerations:

  • SMA 20 ($0.38)
  • Bollinger Bands Lower ($0.27)

Market Context & Positioning

Sector Performance: Relative strength vs sector/market: NEUTRAL

Institutional Activity: Volume trends suggest institutional interest is unclear due to lack of options data

Correlation Analysis: Stock moves more than market (R-squared interpretation)

Relative Valuation: Position within trading range:

  • SMA 50 ($0.46) - resistance
  • SMA 20 ($0.38) - support

Key Levels & Action Items

Critical Price Levels: Support/resistance to monitor:

  • SMA 50 ($0.46)
  • SMA 20 ($0.38)
  • Bollinger Bands Upper ($0.48)
  • Bollinger Bands Lower ($0.27)

Breakout/Breakdown Levels: Technical levels that could trigger significant moves:

  • SMA 50 ($0.46) - potential breakout
  • SMA 20 ($0.38) - potential breakdown

Time-Sensitive Catalysts: Earnings dates: none

Risk Management: Stop-loss levels and position sizing considerations:

  • Set stop-loss at $0.27 (Bollinger Bands Lower)
  • Consider reducing position size due to high volatility
Generated

NXXT Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: 1.7601
Alpha: -255.80%
Correlation: 0.1315
R-Squared: 1.7%
Stock Volatility: 170.0%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
Beta & Alpha Over Time

NXXT Institutional Ownership (13F)

Latest filings — 2026-09-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

52 filers15,238,523 shares$8.72M value
# Filer Shares Value % of Total % of Float Period
1 Vanguard Group Inc Custodian 2,203,563 $3.20M 36.64% — 2025-12-31
2 Citadel Advisors LLC Custodian 6,100,841 $2.14M 24.50% — 2026-06-30
3 Vanguard Capital Management LLC 2,972,707 $1.04M 11.93% — 2026-06-30
4 NewEdge Advisors, LLC 7,082 $812.80K 9.32% — 2026-06-30
5 B. Riley Wealth Advisors, Inc. 300,000 $252.57K 2.90% — 2026-09-30
6 Geode Capital Management, LLC Custodian 616,163 $215.80K 2.47% — 2026-06-30
7 AQR Capital Management, LLC Custodian 384,043 $134.49K 1.54% — 2026-06-30
8 Millennium Management LLC Custodian 346,725 $121.42K 1.39% — 2026-06-30
9 Vanguard Fiduciary Trust Co 321,353 $112.47K 1.29% — 2026-06-30
10 State Street Corp 276,987 $97.00K 1.11% — 2026-06-30
11 Barclays PLC Custodian 254,641 $89.18K 1.02% — 2026-06-30
12 Goldman Sachs Group Inc Custodian 252,146 $88.30K 1.01% — 2026-06-30
13 Themes Management Co LLC 226,564 $79.34K 0.91% — 2026-06-30
14 Susquehanna International Group, LLP Custodian 140,706 $49.28K 0.57% — 2026-06-30
15 Wellington Management Group LLP Custodian 118,682 $41.56K 0.48% — 2026-06-30
16 Northern Trust Corp Custodian 110,027 $38.53K 0.44% — 2026-06-30
17 BlackRock, Inc. Custodian 94,950 $33.25K 0.38% — 2026-06-30
18 CWM, LLC Custodian 60,404 $24.16K 0.28% — 2026-03-31
19 Cerity Partners LLC Custodian 50,954 $17.84K 0.20% — 2026-06-30
20 IEQ CAPITAL, LLC 45,641 $15.98K 0.18% — 2026-06-30
21 UBS Group AG Custodian 40,576 $14.20K 0.16% — 2026-06-30
22 Mariner, LLC 32,234 $11.29K 0.13% — 2026-06-30
23 Point72 Asset Management, L.P. 30,190 $10.57K 0.12% — 2026-06-30
24 Corient Private Wealth LP 30,127 $10.55K 0.12% — 2026-06-30
25 Arax Advisory Partners Custodian 28,017 $9.81K 0.11% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

NXXT Insider Trading (Form 4)

Latest: 2026-06-22
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-06-22 Michael D Farkas CEO and Executive Chairman Gift (G) −1,000,000 — EDGAR
2026-06-18 Michael D Farkas CEO and Executive Chairman Award (A) +260,000 $0.39 $100.4K EDGAR
2026-05-04 Michael D Farkas CEO and Executive Chairman Award (A) +21,739 $1.83 $39.8K EDGAR
2026-02-04 Michael D Farkas CEO and Executive Chairman Award (A) +21,739 $1.83 $39.8K EDGAR
2026-01-12 Jack Leibler Director Sell (S) −150,000 $1.03 -$154.5K EDGAR
2025-12-30 Daniel Ronald Arbour Director Sell (S) −38,197 $1.47 -$56.2K EDGAR
2025-12-16 Daniel Ronald Arbour Director Sell (S) −93,859 $1.29 -$121.5K EDGAR
2025-12-15 Avishai Vaknin Chief Technology Officer Sell (S) −15,000 $2.00 -$30.0K EDGAR
2025-11-26 Michael D Farkas CEO and Executive Chairman Award (A) +1,000,000 $1.04 $1.04M EDGAR
2025-10-28 Avishai Vaknin Chief Technology Officer Sell (S) −15,509 $2.01 -$31.2K EDGAR
2025-10-27 Michael D Farkas CEO and Executive Chairman Award (A) +21,739 $1.83 $39.8K EDGAR
2025-09-22 Sean Matthew Oppen Director Buy (P) +35,000 $1.71 $59.7K EDGAR
2025-09-19 Michael D Farkas CEO and Executive Chairman Buy (P) +1,000,000 $1.67 $1.67M EDGAR
2025-08-26 Michael D Farkas CEO and Executive Chairman Award (A) +21,739 $2.77 $60.2K EDGAR
2025-06-20 Michael D Farkas CEO and Executive Chairman Gift (G) −1,000,000 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

NXXT Insider Holdings

6 insiders · @ $0.52
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Michael D Farkas CEO and Executive Chairman 6,265,275 $3.26M $1.67M 13 2026-06-22
2 Avishai Vaknin Chief Technology Officer 28,420 $14.8K -$61.2K 3 2025-12-15
3 Sean Matthew Oppen Director 23,898 $12.4K $59.7K 4 2025-09-22
4 Bennett Kurtz Director 20,516 $10.7K $0 1 2025-05-01
5 Daniel Ronald Arbour Director 8,651 $4.5K -$177.8K 5 2025-12-30
6 Jack Leibler Director 5,601 $2.9K -$154.5K 3 2026-01-12
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

NXXT Board & Officers

As of SEC filings through Jun 22, 2026

Directors 5

Officers 3

  • Michael D Farkas · CEO and Executive Chairman · listed since Feb 2025
  • Joel Kleiner · Chief Financial Officer · since May 5, 2025
  • Avishai Vaknin · Chief Technology Officer · since Apr 19, 2023

10% owners 1

Changes in the last 10 years (36)
May 5, 2025Joel Kleiner became Chief Financial Officer
Mar 4, 2025Bennett Kurtz became a director
Feb 18, 2025Michael D Farkas first listed as a director in an SEC filing
Feb 18, 2025Michael D Farkas first listed as CEO and Executive Chairman in an SEC filing
Feb 13, 2025Arif I Sarwat became a 10% owner
Feb 13, 2025Arif I Sarwat became Chief Technology Officer
Aug 4, 2023Sean Matthew Oppen became a director
Aug 4, 2023Jack Leibler became a director
Aug 1, 2023Michael D Handelman became Chief Financial Officer
Jul 28, 2023The company announced the departure of Mark Toby Lev from the board in an SEC filing
Jul 28, 2023The company announced the departure of Luis Alejandro Reyes from the board in an SEC filing
Jul 28, 2023The company announced the departure of Allen R Weiss from the board in an SEC filing
Jul 24, 2023The company announced the departure of Jack Levine from the board in an SEC filing
May 11, 2023The company announced the departure of Cheryl Edith HANREHAN from the board in an SEC filing
Apr 24, 2023Yehuda Levy became Interim CEO
Apr 19, 2023The company announced the departure of Michael Joel McConnell as Chief Executive Officer in an SEC filing
Apr 19, 2023Avishai Vaknin became Chief Technology Officer
Feb 10, 2023Daniel Ronald Arbour became a director
Dec 14, 2022The company announced the departure of Richard G. Dery from the board in an SEC filing
Dec 14, 2022The company announced the departure of Richard G. Dery as Chief Commercial Officer in an SEC filing
Not reported recently (6)
  • Arif I Sarwat · Last reported as Chief Technology Officer in an SEC filing dated Feb 28, 2025
  • Michael D Handelman · Last reported as Chief Financial Officer in an SEC filing dated Nov 16, 2023
  • Yehuda Levy · Last reported as Interim CEO in an SEC filing dated May 3, 2023
  • Michael Joel McConnell · Last reported as a director in an SEC filing dated Apr 4, 2023
  • Arthur Levine · Last reported as CFO in an SEC filing dated Jan 24, 2022
  • Jacob Sod · Last reported as a 10% owner in an SEC filing dated Sep 14, 2021
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

NXXT Proposed Insider Sales (Form 144)

Latest: 2025-12-16
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2025-12-16 Arbour Daniel Ronald Director 93,859 $111.5K 2025-12-01 Glendale Securities Inc — EDGAR
2025-10-24 Avishai Vaknin CTO 64,713 $121.7K 2025-10-24 Wilson-Davis & Co — EDGAR
2024-09-17 LH MA 2 LLC 10% Stockholder through beneficial owner, Jacob So 109,656 $475.9K 2024-09-17 Shearson Financial Services — EDGAR
2024-09-17 Crestview 360 Holdings LLC Jacob Sod 15,344 $66.6K 2024-09-17 Shearson Financial Services — EDGAR
2024-08-30 Avishai Vaknin CTO 104,000 $322.4K 2024-08-29 Wilson-Davis & Co — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
3 ETFs hold NXXT
3 shown · $324.78K total exposure
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $186,487 — 2026-09-30
2 WISE Themes Generative Artificial Intelligence ETF Nport 0.24% $79,343 — 2026-06-30
3 VXF Vanguard Extended Market ETF Vanguard 0.00% $58,946 — 2026-09-30
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.