Molly Crider Portfolio
Invests via Walker Asset Management LLC | Managed by Molly Crider, Robin Walker
Invests via Walker Asset Management LLC
Managed by Molly Crider, Robin Walker
Automatically Tracked
Molly Crider Profile
Molly Crider is a seasoned entrepreneur known for her innovative approach in the tech startup landscape. With a strong foundation in software development and product management, she has successfully launched multiple ventures that bridge technology and consumer needs. Her leadership experience includes fostering high-performing teams and securing strategic partnerships that accelerate growth. Through her roles, Crider has established herself as a significant contributor to the evolution of digital solutions in emerging markets. Her forward-thinking perspective positions her as an influential figure among peers seeking to navigate the complexities of entrepreneurial ecosystems.
Molly Crider is a seasoned entrepreneur known for her innovative approach in the tech startup landscape. With a strong foundation in software development and product management, she has successfully launched multiple ventures that bridge technology and consumer needs. Her leadership experience includes fostering high-performing teams and securing strategic partnerships that accelerate growth. Through her roles, Crider has established herself as a significant contributor to the evolution of digital solutions in emerging markets. Her forward-thinking perspective positions her as an influential figure among peers seeking to navigate the complexities of entrepreneurial ecosystems.
Investment Philosophy & Strategy
Opportunity in the tech sector inspires strategic decisions aimed at disruptive innovation. With a robust background in software development and product management, this entrepreneur pursues investments that leverage technology to meet evolving consumer demands. Prioritizing scalability, she evaluates startups capable of transforming traditional paradigms through unique value propositions. Collaborations and partnerships serve as catalysts for growth, amplifying her impact on nascent businesses. Crider’s approach not only focuses on fostering high-performing teams but also emphasizes identifying market gaps where tailored digital solutions can thrive.
Opportunity in the tech sector inspires strategic decisions aimed at disruptive innovation. With a robust background in software development and product management, this entrepreneur pursues investments that leverage technology to meet evolving consumer demands. Prioritizing scalability, she evaluates startups capable of transforming traditional paradigms through unique value propositions. Collaborations and partnerships serve as catalysts for growth, amplifying her impact on nascent businesses. Crider’s approach not only focuses on fostering high-performing teams but also emphasizes identifying market gaps where tailored digital solutions can thrive.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
22.05%
Gain +0.01%
Monthly
0.16%
Yearly
1.97%
Drawdown
24.97%
$202.98M
Equity
Holdings
$202.98M
Investment
$138.95M
-$122.42M
Profit -$1.94M
Realized
-$186.45M
Unrealized
$64.03M
Dividends
$50.6M
Goals
Avg. 74.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
-$1.94M
Win %
80%
This Week
Compared To Last Week
Gain
-1.12%
Profit
-$2.29M
Win %
80%
This Month
Compared to last month
Gain
-1.05%
Profit
-$2.16M
Win %
80%
This Year
Compared to last year
Gain
2.46%
Profit
$4.88M
Win %
80%
AMZN Amazon.com Inc
+15.32%
+$333,703.83 
GOOGL Alphabet Inc
+6.73%
+$68,982.9 
META Meta Platforms Inc Class A
+3.28%
+$10,448.87 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$6,623.4 
MSFT Microsoft Corp.
+3.02%
+$166,531.62 
NVDA NVIDIA Corporation
+2.93%
+$192,204.55 
CVX Chevron Corporation
+2.35%
+$48,621.64 
ORLY O'Reilly Automotive Inc.
+2.28%
+$292,882.23 
GLW Corning Incorporated
+2.24%
+$31,618.05 
CSCO Cisco Systems, Inc.
+2.14%
+$19,680.57 
LNG Cheniere Energy Inc.
+2.13%
+$27,296.6 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$7,373.95 
OKE ONEOK, Inc.
+1.95%
+$7,624.68 
JCI Johnson Controls International plc
+1.93%
+$5,084.62 
ROK Rockwell Automation, Inc.
+1.93%
+$4,816.16 
FIX Comfort Systems USA, Inc.
+1.88%
+$9,746.09 
ORCL Oracle Corporation
+1.81%
+$12,885.18 
KMI Kinder Morgan, Inc.
+1.64%
+$4,166.76 
VZ Verizon Communications Inc.
+1.52%
+$5,135.2 
LMT Lockheed Martin Corporation
+1.5%
+$15,672.08 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+1.45%
+$10,247.94 
PH Parker-Hannifin Corporation
+1.43%
+$4,451.78 
GE General Electric Company
+1.42%
+$19,964.06 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$7,098.66 
KLAC KLA Corporation
+1.38%
+$6,777.81 
COP ConocoPhillips
+1.22%
+$5,730.4 
WFC Wells Fargo & Company
+1.19%
+$5,042.88 
BN Brookfield Corporation
+1.19%
+$4,076.01 
TMFC Motley Fool 100 Index ETF
+1.19%
+$73,477.95 
AMAT Applied Materials, Inc.
+1.18%
+$11,929.84 
VUG Vanguard Growth ETF
+1.1%
+$7,499.52 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$26,354.56 
FCUS Pinnacle Focused Opportunities ETF
+0.98%
+$13,979.7 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$3,967.5 
AMLP Alerian MLP ETF
+0.89%
+$5,229.28 
WMB The Williams Companies, Inc.
+0.89%
+$3,531.78 
IBM International Business Machines Corporation
+0.86%
+$2,377.93 
GEV GE Vernova Inc.
+0.85%
+$8,683.95 
CP Canadian Pacific Kansas City Limited
+0.83%
+$3,806.22 
MCD McDonald's Corporation
+0.82%
+$2,279.21 
SHLD Global X Defense Tech ETF
+0.77%
+$4,302.24 
TSLA Tesla, Inc.
+0.76%
+$26,639.45 
MPC Marathon Petroleum Corporation
+0.76%
+$1,935.91 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,514.84 
VOO Vanguard S&P 500 ETF
+0.71%
+$13,219.31 
CAT Caterpillar Inc.
+0.7%
+$2,642.22 
BMY Bristol-Myers Squibb Company
+0.69%
+$3,877.2 
UTG Reaves Utility Income Fund
+0.65%
+$1,291.5 
ET Energy Transfer L.P.
+0.59%
+$1,639.08 
MO Altria Group, Inc.
+0.57%
+$5,056.35 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$29,046.03 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,207.72 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+0.53%
+$8,108.76 
STX Seagate Technology Holdings plc
+0.52%
+$1,557.5 
PSX Phillips 66
+0.51%
+$2,522.83 
CSX CSX Corporation
+0.42%
+$5,482.05 
CASY Casey's General Stores Inc.
+0.4%
+$3,062.5 
PFE Pfizer Inc.
+0.4%
+$1,488.2 
RTX RTX Corporation
+0.39%
+$1,657.32 
VLO Valero Energy Corporation
+0.38%
+$1,355.41 
AVGO Broadcom Inc.
+0.37%
+$4,102.56 
PG Procter & Gamble Co
+0.37%
+$5,786.01 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$6,629.76 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,551.24 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$5,654.92 
BAC Bank of America Corporation
+0.36%
+$2,098.36 
ZION Zions Bancorporation, National Association
+0.35%
+$874.8 
MRK Merck & Co., Inc.
+0.32%
+$1,215.27 
JPM JPMorgan Chase & Co.
+0.27%
+$2,332.14 
AMP Ameriprise Financial, Inc.
+0.25%
+$763.15 
JNJ Johnson & Johnson
+0.21%
+$1,659.96 
ADI Analog Devices, Inc.
+0.2%
+$483.95 
USB U.S. Bancorp
+0.17%
+$581.34 
T AT&T Inc.
+0.17%
+$1,797.36 
MS Morgan Stanley
+0.17%
+$445.32 
VICI Vici Properties Inc.
+0.15%
+$355.4 
PGF Invesco Financial Preferred ETF
+0.15%
+$669.4 
DELL Dell Technologies Inc.
+0.14%
+$738.64 
BBN BlackRock Taxable Municipal Bond Trust
+0.13%
+$632.42 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$2,156.5 
RSPC Invesco S&P 500 Equal Weight Communication Services ETF
+0.11%
+$1,000 
C Citigroup Inc.
+0.1%
+$321.34 
AFL Aflac Inc.
+0.09%
+$220.08 
WMT Walmart Inc.
+0.09%
+$13,250.16 
FEGE First Eagle Global Equity ETF
+0.08%
+$836.12 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$436.3 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$509,255.88 
MU Micron Technology, Inc.
-5.9%
-$160,207.71 
TSN Tyson Foods Inc.
-4.43%
-$39,368.15 
QCOM QUALCOMM Incorporated
-2.63%
-$9,775.52 
ABBV AbbVie Inc.
-2.51%
-$16,065.01 
DLR Digital Realty Trust, Inc.
-2.42%
-$6,145.72 
AMD Advanced Micro Devices, Inc.
-1.9%
-$12,381.63 
RSPM Invesco S&P 500 Equal Weight Materials ETF
-1.89%
-$7,200.75 
IRM Iron Mountain Inc.
-1.86%
-$6,296.48 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,895.58 
BHP BHP Group Ltd.
-1.64%
-$4,349.85 
LRCX Lam Research Corporation
-1.58%
-$18,804.74 
GLD SPDR Gold Shares
-1.49%
-$6,294.39 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,423.51 
FCX Freeport-McMoRan Inc.
-1.28%
-$3,274.83 
F Ford Motor Company
-1.21%
-$2,866.14 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$2,597 
NEE NextEra Energy, Inc.
-1.15%
-$5,118.68 
DE Deere & Company
-1.13%
-$2,305.2 
TXN Texas Instruments Inc
-1.08%
-$3,343.16 
INTC Intel Corporation
-1.02%
-$4,959.69 
COKE Coca-Cola Consolidated Inc.
-1.02%
-$3,860.02 
KO The Coca-Cola Company
-1.02%
-$5,154.3 
XOM Exxon Mobil Corporation
-0.97%
-$21,800.97 
O Realty Income Corporation
-0.87%
-$4,175.92 
ATO Atmos Energy Corporation
-0.85%
-$3,899.77 
GILD Gilead Sciences Inc.
-0.81%
-$4,992.57 
D Dominion Energy, Inc.
-0.8%
-$3,662.96 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
-0.78%
-$4,286.06 
UNM Unum Group
-0.76%
-$1,588.62 
CVS CVS Health Corporation
-0.75%
-$1,580 
MUA BlackRock MuniAssets Fund, Inc.
-0.69%
-$1,144.64 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
-0.68%
-$4,110.54 
DUK Duke Energy Corporation
-0.67%
-$4,207.56 
AMGN Amgen Inc.
-0.64%
-$3,499.29 
GS The Goldman Sachs Group, Inc.
-0.63%
-$5,514.47 
PM Philip Morris International Inc.
-0.61%
-$8,849.92 
WEC WEC Energy Group Inc.
-0.57%
-$1,105.66 
SBUX Starbucks Corporation
-0.57%
-$13,643.4 
COF Capital One Financial Corporation
-0.54%
-$2,411.43 
LLY Eli Lilly and Company
-0.53%
-$4,113.23 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
-0.47%
-$6,176.2 
PEP PepsiCo, Inc.
-0.46%
-$977.28 
TRV The Travelers Companies, Inc.
-0.43%
-$1,323.56 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
-0.43%
-$6,836.55 
HD The Home Depot, Inc.
-0.42%
-$4,354.93 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.4%
-$1,361.25 
AXP American Express Company
-0.38%
-$1,995.15 
CMS CMS Energy Corporation
-0.37%
-$765.72 
FDX FedEx Corporation
-0.37%
-$1,214.4 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,005.17 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$1,605.78 
EVRG Evergy Inc.
-0.29%
-$1,098.23 
RSPF Invesco S&P 500 Equal Weight Financials ETF
-0.28%
-$5,223.76 
BX Blackstone Inc.
-0.25%
-$2,601.66 
COST Costco Wholesale Corporation
-0.24%
-$1,162.78 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$983.73 
EPD Enterprise Products Partners L.P.
-0.18%
-$1,417.94 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$2,981.97 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
-0.14%
-$546.96 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$46,810.38 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.1%
-$124.62 
HYLS FT Tactical High Yield ETF
-0.05%
-$378.94 
RSPR Invesco S&P 500 Equal Weight Real Estate ETF
-0.04%
-$116.61 Events
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Dividends
Dividend Analysis
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| Trades 2234 | Longs Won 1310/2234 58% | Profit Factor 0.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.47M |
| Average Win $146,704.39 | Best Trade (Sep 30) $37.68M | Sharpe Ratio 0.89 |
| Average Loss -$340,481.17 | Worst Trade (Sep 30) -$25.4M | Z-Score 5.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 5d | Expectancy -$54,799.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 1.73T% | 1.43B% | 22.58M% | 1.19M% | 120,852.11% | 18,685.96% | 3,855.19% | 982.35% | 294.11% |
| Consecutive Losing Trades | 596 | 537 | 477 | 417 | 358 | 298 | 239 | 179 | 119 | 60 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,769 | $3.07M | $6.42M | - | $3.34M | 108.73% | -7.354% |
| ABBV AbbVie Inc. | 2,483 | $394,491.99 | $623,084.02 | - | $228,592.03 | 57.95% | -2.513% |
| ADI Analog Devices, Inc. | 654 | $208,221.62 | $240,286.14 | - | $32,064.52 | 15.4% | +0.202% |
| AFL Aflac Inc. | 1,834 | $153,379.66 | $233,798.32 | - | $80,418.66 | 52.43% | +0.094% |
| AMAT Applied Materials, Inc. | 2,022 | $330,603.61 | $1.03M | - | $695,905.15 | 210.5% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,340 | $216,798.6 | $638,040.99 | - | $421,242.39 | 194.3% | -1.904% |
| AMGN Amgen Inc. | 1,411 | $409,271.6 | $543,460.76 | - | $134,189.16 | 32.79% | -0.64% |
| AMLP Alerian MLP ETF | 10,672 | $372,826.47 | $590,375.04 | - | $217,548.57 | 58.35% | +0.894% |
| AMP Ameriprise Financial, Inc. | 553 | $211,796.05 | $301,849.54 | - | $90,053.49 | 42.52% | +0.253% |
| AMZN Amazon.com Inc | 9,249 | $1.15M | $2.51M | - | $1.36M | 118.38% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 108 | $214,859.51 | $175,932 | - | -$38,927.51 | -18.12% | -1.359% |
| ATO Atmos Energy Corporation | 2,635 | $310,695.45 | $455,275.3 | - | $144,579.85 | 46.53% | -0.849% |
| AVGO Broadcom Inc. | 2,849 | $330,705.5 | $1.11M | - | $778,353.22 | 235.36% | +0.371% |
| AXP American Express Company | 1,571 | $304,630.97 | $528,248.75 | - | $223,617.78 | 73.41% | -0.376% |
| BAC Bank of America Corporation | 9,538 | $327,915.92 | $590,879.1 | - | $262,963.18 | 80.19% | +0.356% |
| BBN BlackRock Taxable Municipal Bond Trust | 31,621 | $605,858.36 | $500,244.22 | - | -$105,614.14 | -17.43% | +0.127% |
| BHP BHP Group Ltd. | 3,085 | $224,402.9 | $260,651.65 | - | $36,248.75 | 16.15% | -1.641% |
| BMY Bristol-Myers Squibb Company | 8,616 | $533,632.66 | $562,710.96 | - | $29,078.3 | 5.45% | +0.694% |
| BN Brookfield Corporation | 8,152 | $218,066 | $346,704.56 | - | $128,638.56 | 58.99% | +1.19% |
| BRK-B Berkshire Hathaway Inc. | 834 | $332,275.36 | $426,624.36 | - | $94,349 | 28.39% | +0.365% |
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FAQ
Which stocks have generated the highest profits for Molly Crider?
The largest contributions to the portfolio's profits come from the following stocks: Jack Henry & Associates, Inc - $46.9M, O'Reilly Automotive Inc - $37.91M, Walmart Inc - $11.76M, Starbucks Corporation - $10.37M, and Alerian MLP ETF - $2.71M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Tyson Foods Inc - $25.31M, AT&T Inc - $13.76M, Microsoft Corp - $12.32M, BlackRock Taxable Municipal Bond Trust - $11.32M, and Procter & Gamble Co - $9.69M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Molly Crider's portfolio generate?
The portfolio generates substantial dividend income, with a total of $50.6M earned over time. The largest contributors to dividend income include Jack Henry & Associates, Inc - $9.71M, First Trust Preferred Securities and Income ETF - $4.16M, First Trust Institutional Preferred Securities and Income ETF - $2.94M, Invesco Financial Preferred ETF - $1.47M, and iShares TIPS Bond ETF - $1.44M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Molly Crider's monthly returns?
Molly Crider's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Molly Crider's strategy be considered aggressive or moderate?
Molly Crider's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Molly Crider's strategy?
Molly Crider's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
