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SPXE

ProShares - S&P 500 Ex-Energy ETF
1W: -0.6% 1M: -4.9% 3M: -5.3% YTD: -4.8% 1Y: +15.0% 3Y: +72.6% 5Y: +75.5%
$70.28
+0.46 (+0.66%)
After Hours: $77.17 (+6.89, +9.80%)
ETF AMEX · AUM $75.5M
ETF-Level Metrics
AUM$76M
Holdings481
Top 10 Wt38.6%
Beta1.02
% Profitable93%
Coverage100%
Portfolio Valuation
P/E33.5
P/B11.3
P/S7.9
EV/EBITDA23.2
P/FCF42.2
PEG1.38
Profitability & Returns
Gross Margin51.5%
Net Margin23.6%
ROE37.3%
ROA12.3%
ROIC31.8%
Div Yield1.16%
Leverage & Liquidity
Debt/Equity0.56
Debt/Assets0.19
Net Debt/EBITDA-0.0x
Interest Cov12.2x
Current Ratio1.19
Quick Ratio1.12
Growth (YoY)
Revenue+17.3%
Net Income+30.9%
EPS+31.9%
FCF+33.2%
EBITDA+26.1%
Rev CAGR 3Y+14.9%
Quality Scores
Piotroski F6.9
Altman Z12.14
IS Quality77.0
IS Overall65.1
IS Value45.2
Median P/E23.6

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 81 35.1% 18.8
Financial Services 70 12.5% 17.2
Communication Services 23 11.0% 14.1
Consumer Cyclical 51 10.3% 35.1
Healthcare 60 9.9% 25.7
Industrials 76 8.5% 33.8
Consumer Defensive 36 5.5% 17.1
Utilities 32 3.0% 24.0
Real Estate 31 2.0% 121.3
Basic Materials 20 1.9% 0.3
Other 1 0.3%
Energy 1 0.0% 13.6

Smart Money Overlap

71 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 2.78% 4 Bullish 1 10 -0.9%
META Meta Platforms, Inc. 2.47% 4 Bullish 42 14 +0.2%
JPM JPMorgan Chase & Co. 1.41% 4 Bullish 14 9 -3.5%
JNJ Johnson & Johnson 1.06% 4 Bullish 12 2 -0.9%
WMT Walmart Inc. 1.00% 4 Bullish 21 3 +2.2%
V Visa Inc. 0.95% 4 Bullish 7 12 -3.7%
MA Mastercard Incorporated 0.75% 4 Bullish 13 3 -2.8%
NFLX Netflix, Inc. 0.73% 4 Bullish 71 13 -5.0%
CAT Caterpillar Inc. 0.59% 4 Bullish 10 6 -4.4%
CSCO Cisco Systems, Inc. 0.56% 4 Bullish 5 6 +3.7%
MRK Merck & Co., Inc. 0.52% 4 Bullish 11 2 +0.9%
RTX RTX Corporation 0.50% 4 Bullish 18 3 -0.4%
UNH UnitedHealth Group Incorporated 0.47% 4 Bullish 7 8 -4.1%
IBM International Business Machines Corporation 0.42% 4 Bullish 10 8 -0.2%
MCD McDonald's Corporation 0.42% 4 Bullish 11 1 -4.3%
LIN Linde plc 0.42% 4 Bullish 10 3 +2.1%
GEV GE Vernova Inc. 0.41% 4 Bullish 8 7 +5.7%
INTC Intel Corporation 0.37% 4 Bullish 2 2 +3.4%
T AT&T Inc. 0.36% 4 Bullish 29 5 +3.0%
C Citigroup Inc. 0.35% 4 Bullish 36 9 -2.5%
Showing 50 of 482 holdings · Page 1 of 10
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 8.06% $6.0M 32,517 36.2 $4.3T Technology
2 APPLE INC AAPL 6.76% $5.0M 19,773 31.6 $3.7T Technology
3 MICROSOFT CORP MSFT 5.38% $4.0M 9,946 23.1 $2.8T Technology
4 AMAZON.COM INC AMZN 3.73% $2.8M 13,019 29.2 $2.3T Consumer Cyclical
5 ALPHABET INC-CL A GOOGL 3.22% $2.4M 7,786 26.6 $3.5T Communication Services
6 BROADCOM INC AVGO 2.78% $2.1M 6,319 60.5 $1.5T Technology
7 ALPHABET INC-CL C GOOG 2.56% $1.9M 6,221 26.6 $3.5T Communication Services
8 META PLATFORMS INC-CLASS A META 2.47% $1.8M 2,914 24.8 $1.5T Communication Services
9 TESLA INC TSLA 2.01% $1.5M 3,761 328.7 $1.4T Consumer Cyclical
10 BERKSHIRE HATHAWAY INC-CL B BRK-B 1.63% $1.2M 2,454 15.3 $1.0T Financial Services
11 ELI LILLY & CO LLY 1.42% $1.1M 1,062 39.9 $865.9B Healthcare
12 JPMORGAN CHASE & CO JPM 1.41% $1.0M 3,643 14.4 $796.8B Financial Services
13 JOHNSON & JOHNSON JNJ 1.06% $784,045 3,224 21.7 $578.2B Healthcare
14 WALMART INC WMT 1.00% $739,435 5,869 44.8 $981.1B Consumer Defensive
15 VISA INC-CLASS A SHARES V 0.95% $700,228 2,258 28.1 $587.9B Financial Services
16 MICRON TECHNOLOGY INC MU 0.90% $663,584 1,502 17.8 $430.9B Technology
17 COSTCO WHOLESALE CORP COST 0.80% $594,032 593 50.6 $432.5B Consumer Defensive
18 MASTERCARD INC - A MA 0.75% $557,824 1,097 30.1 $448.7B Financial Services
19 NETFLIX INC NFLX 0.73% $539,879 5,671 35.5 $391.0B Communication Services
20 ABBVIE INC ABBV 0.71% $523,729 2,365 87.3 $366.3B Healthcare
21 PROCTER & GAMBLE CO/THE PG 0.64% $475,679 3,127 21.2 $336.3B Consumer Defensive
22 PALANTIR TECHNOLOGIES INC-A PLTR 0.63% $466,865 3,057 227.6 $355.1B Technology
23 HOME DEPOT INC HD 0.62% $456,659 1,333 23.3 $331.2B Consumer Cyclical
24 CATERPILLAR INC CAT 0.59% $438,062 626 37.8 $336.5B Industrials
25 GENERAL ELECTRIC GE 0.58% $429,248 1,412 36.4 $312.8B Industrials
26 ADVANCED MICRO DEVICES AMD 0.58% $428,151 2,178 82.8 $359.1B Technology
27 BANK OF AMERICA CORP BAC 0.57% $423,116 8,991 11.8 $356.0B Financial Services
28 CISCO SYSTEMS INC CSCO 0.56% $416,040 5,273 29.2 $323.3B Technology
29 COCA-COLA CO/THE KO 0.55% $403,108 5,180 24.7 $323.6B Consumer Defensive
30 MERCK & CO. INC. MRK 0.52% $383,343 3,321 16.3 $295.1B Healthcare
31 RTX CORP RTX 0.50% $369,466 1,793 39.0 $261.7B Industrials
32 LAM RESEARCH CORP LRCX 0.50% $368,811 1,681 47.3 $291.5B Technology
33 APPLIED MATERIALS INC AMAT 0.50% $368,682 1,065 37.4 $293.1B Technology
34 PHILIP MORRIS INTERNATIONAL PM 0.49% $364,242 2,084 22.7 $257.6B Consumer Defensive
35 ORACLE CORP ORCL 0.47% $351,088 2,251 25.7 $419.8B Technology
36 UNITEDHEALTH GROUP INC UNH 0.47% $346,299 1,213 20.4 $245.6B Healthcare
37 GOLDMAN SACHS GROUP INC GS 0.43% $319,498 402 15.3 $252.5B Financial Services
38 WELLS FARGO & CO WFC 0.43% $318,226 4,201 12.0 $247.7B Financial Services
39 INTL BUSINESS MACHINES CORP IBM 0.42% $311,812 1,251 21.3 $226.4B Technology
40 MCDONALD'S CORP MCD 0.42% $311,297 953 26.0 $222.4B Consumer Cyclical
41 LINDE PLC LIN 0.42% $310,881 625 33.1 $228.1B Basic Materials
42 GE VERNOVA INC GEV 0.41% $300,154 363 51.4 $250.6B Utilities
43 PEPSICO INC PEP 0.39% $288,470 1,829 25.2 $207.5B Consumer Defensive
44 VERIZON COMMUNICATIONS INC VZ 0.39% $287,573 5,642 12.4 $212.4B Communication Services
45 INTEL CORP INTC 0.37% $274,560 6,000 -858.1 $235.7B Technology
46 AMGEN INC AMGN 0.36% $264,066 721 24.7 $190.8B Healthcare
47 AT&T INC T 0.36% $263,047 9,486 9.4 $204.4B Communication Services
48 NEXTERA ENERGY INC NEE 0.35% $258,597 2,786 27.9 $189.9B Utilities
49 CITIGROUP INC C 0.35% $256,996 2,394 14.6 $200.3B Financial Services
50 ABBOTT LABORATORIES ABT 0.35% $255,854 2,327 28.1 $182.2B Healthcare
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms