Stocks on a uptrend

Screening Filters

1. Market Cap ≥ $5,000,000,000

   • Purpose: Focus on larger, established companies.
   • Rationale:
     • Bigger companies tend to have more stable trends and less random price “noise” than tiny microcaps.
     • For identifying reliable uptrends, large- and mid-cap stocks are usually better because their price moves are more likely driven by fundamentals and institutional participation, not illiquidity or speculation.

2. Monthly Average Dollar Volume ≥ $1,000,000

   • Purpose: Ensure the stocks are sufficiently liquid and actively traded.
   • Rationale:
     • A minimum dollar volume filter removes thinly traded names where prices can move on very small orders, creating misleading “trends.”
     • In an uptrend search, decent liquidity supports the idea that the move is backed by real buying demand and that investors can enter/exit without extreme slippage.

3. PriceAboveMA20 (Price above 20-day moving average)

   • Purpose: Capture short-term upward momentum.
   • Rationale:
     • The 20-day moving average is a common short-term trend indicator (about one trading month).
     • If the current price is above the 20-day MA, it suggests the stock is in a short-term uptrend or at least in a positive momentum phase, aligning with "currently on an uptrend."

4. PriceAboveMA200 (Price above 200-day moving average)

   • Purpose: Confirm a long-term uptrend.
   • Rationale:
     • The 200-day MA is one of the most widely used measures of a stock’s long-term trend.
     • Price trading above the 200-day MA is a classic definition of a bullish long-term trend, helping exclude stocks that are only bouncing in a broader downtrend.

5. Quarter Price Change % ≥ 60%

   • Purpose: Require strong recent performance over the last ~3 months.
   • Rationale:
     • A minimum +60% move over the past quarter is a strong momentum threshold, ensuring we’re not just picking mildly rising stocks but those with a significant recent uptrend.
     • This aligns with finding stocks “currently on an uptrend” in a meaningful way, not just marginally higher prices.

6. List Exchange in [XNYS, XNAS, XASE] (NYSE, NASDAQ, NYSE American)

   • Purpose: Restrict results to major US stock exchanges.
   • Rationale:
     • The user asked for the US market, and these are the primary US listing venues.
     • This filter ensures we exclude OTC or foreign exchanges and stay within the mainstream US equity universe.

Why Results Match Your Request

• The moving average filters (20-day and 200-day) directly target stocks that are above both short- and long-term trend lines, a standard technical definition of being in an uptrend.
• The quarterly price change ≥ 60% ensures the trend is not only technically up but also strong and recent, reflecting clear upward momentum.
• The market cap and liquidity filters refine the universe to tradable, established US stocks, reducing noise from illiquid or highly speculative names.
• Limiting to NYSE, NASDAQ, and NYSE American guarantees that the results are indeed from the US stock market, consistent with your request.