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:
20.49%
Gain -0.58%
Monthly
0.16%
Yearly
1.95%
Drawdown
24.39%
$197.11M
Equity
Holdings
$197.11M
Investment
$138.95M
-$76.74M
Profit +$135,348.23
Realized
-$134.9M
Unrealized
$58.17M
Dividends
$49.39M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.58%
Profit
$135,348.23
Win %
81%
This Week
Compared To Last Week
Gain
-0.53%
Profit
-$1.04M
Win %
81%
This Month
Compared to last month
Gain
-0.5%
Profit
-$988,713.27
Win %
81%
This Year
Compared to last year
Gain
-0.5%
Profit
-$988,702.43
Win %
80%
INTC Intel Corporation
+2.99%
+$15,145.71 
AMD Advanced Micro Devices, Inc.
+2.47%
+$16,414.99 
AVGO Broadcom Inc.
+2.27%
+$23,974.36 
STX Seagate Technology Holdings plc
+2.13%
+$5,869.5 
MSFT Microsoft Corp.
+2.1%
+$101,239.44 
FIX Comfort Systems USA, Inc.
+2.06%
+$10,534.05 
MU Micron Technology, Inc.
+1.91%
+$50,423.72 
GEV GE Vernova Inc.
+1.91%
+$21,067.23 
GOOGL Alphabet Inc
+1.79%
+$19,034.03 
VLO Valero Energy Corporation
+1.76%
+$6,218.94 
EPD Enterprise Products Partners L.P.
+1.45%
+$11,242.08 
EL The Estée Lauder Companies Inc. Class A
+1.31%
+$2,848.75 
PSX Phillips 66
+1.29%
+$6,225.44 
DLR Digital Realty Trust, Inc.
+1.28%
+$2,921.52 
MPC Marathon Petroleum Corporation
+1.21%
+$3,069.9 
KMI Kinder Morgan, Inc.
+1.19%
+$3,085.01 
RYT Invesco S&P 500 Equal Weight ETF
+1.13%
+$57,237.93 
WMB The Williams Companies, Inc.
+1.12%
+$4,624.95 
AMZN Amazon.com Inc
+1.12%
+$25,619.73 
LNG Cheniere Energy Inc.
+1.08%
+$14,019.77 
CVX Chevron Corporation
+1.07%
+$21,567.78 
COP ConocoPhillips
+1.01%
+$4,584.32 
T AT&T Inc.
+0.94%
+$9,211.47 
XOM Exxon Mobil Corporation
+0.77%
+$16,243.86 
AMLP Alerian MLP ETF
+0.76%
+$4,375.52 
FCX Freeport-McMoRan Inc.
+0.72%
+$1,698.06 
TSN Tyson Foods Inc.
+0.71%
+$6,000.35 
COKE Coca-Cola Consolidated Inc.
+0.7%
+$2,520 
RTX RTX Corporation
+0.69%
+$2,624.09 
META Meta Platforms Inc Class A
+0.68%
+$2,612.21 
IBM International Business Machines Corporation
+0.65%
+$1,718.1 
DUK Duke Energy Corporation
+0.63%
+$3,932.07 
JKHY Jack Henry & Associates, Inc.
+0.56%
+$200,097.36 
FCUS Pinnacle Focused Opportunities ETF
+0.55%
+$7,988.4 
CASY Casey's General Stores Inc.
+0.48%
+$3,605 
TXN Texas Instruments Inc
+0.45%
+$1,405.89 
VOOG Vanguard S&P 500 Growth ETF
+0.4%
+$2,041.65 
NMZ Nuveen Municipal High Income Opportunity Fund
+0.34%
+$436.17 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+0.31%
+$2,143.36 
VUG Vanguard Growth ETF
+0.29%
+$1,975.68 
TMFC Motley Fool 100 Index ETF
+0.23%
+$14,534.1 
KO The Coca-Cola Company
+0.21%
+$973.59 
OKE ONEOK, Inc.
+0.2%
+$832.58 
IRM Iron Mountain Inc.
+0.16%
+$542.8 
XLG Invesco S&P 500 Top 50 ETF
+0.14%
+$3,500.22 
BBN BlackRock Taxable Municipal Bond Trust
+0.13%
+$632.42 
NVDA NVIDIA Corporation
+0.12%
+$8,078.64 
LMT Lockheed Martin Corporation
+0.09%
+$817.2 
EMLP First Trust North American Energy Infrastructure Fund
+0.08%
+$1,450.26 
SHLD Global X Defense Tech ETF
+0.07%
+$403.33 
USB U.S. Bancorp
+0.02%
+$79.28 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.01%
+$40.74 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$109.08 
BRK-B Berkshire Hathaway Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
-3.74%
-$8,019.9 
DELL Dell Technologies Inc.
-3.23%
-$16,870.01 
ORCL Oracle Corporation
-3.18%
-$22,433.04 
BX Blackstone Inc.
-2.77%
-$28,536.3 
BN Brookfield Corporation
-2.46%
-$8,763.4 
TSLA Tesla, Inc.
-2.45%
-$105,429.92 
MRK Merck & Co., Inc.
-2.38%
-$9,010.56 
LLY Eli Lilly and Company
-2.29%
-$18,116.99 
GE General Electric Company
-2.21%
-$30,561.26 
FDX FedEx Corporation
-2.14%
-$7,059.36 
MS Morgan Stanley
-2.11%
-$5,615.97 
DE Deere & Company
-2.08%
-$4,217.16 
LRCX Lam Research Corporation
-1.94%
-$24,286.03 
CAT Caterpillar Inc.
-1.92%
-$7,856.77 
KLAC KLA Corporation
-1.8%
-$10,398.07 
F Ford Motor Company
-1.76%
-$3,980.75 
CP Canadian Pacific Kansas City Limited
-1.75%
-$8,524.89 
HD The Home Depot, Inc.
-1.72%
-$18,265.39 
AAPL Apple Inc.
-1.71%
-$118,175.4 
CSX CSX Corporation
-1.58%
-$20,884 
WMT Walmart Inc.
-1.54%
-$233,198.24 
ORLY O'Reilly Automotive Inc.
-1.49%
-$188,386.56 
PEP PepsiCo, Inc.
-1.47%
-$3,084.54 
WFC Wells Fargo & Company
-1.46%
-$6,328.32 
JNJ Johnson & Johnson
-1.3%
-$10,304.31 
BAC Bank of America Corporation
-1.23%
-$7,201.19 
RIO Rio Tinto Plc Sponsored ADR
-1.19%
-$5,206.62 
PFE Pfizer Inc.
-1.08%
-$4,018.14 
ROK Rockwell Automation, Inc.
-1.06%
-$2,596.59 
CMS CMS Energy Corporation
-1.03%
-$2,155.36 
SBUX Starbucks Corporation
-1.01%
-$24,330.73 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
-0.99%
-$3,828.72 
JCI Johnson Controls International plc
-0.99%
-$2,542.31 
PH Parker-Hannifin Corporation
-0.96%
-$2,961.36 
RSPM Invesco S&P 500 Equal Weight Materials ETF
-0.96%
-$3,540.85 
NEE NextEra Energy, Inc.
-0.94%
-$4,206.44 
AXP American Express Company
-0.91%
-$5,066.49 
UNH UnitedHealth Group Incorporated
-0.91%
-$2,132.37 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
-0.88%
-$13,673.1 
O Realty Income Corporation
-0.87%
-$4,287.77 
D Dominion Energy, Inc.
-0.84%
-$3,924.6 
ZION Zions Bancorporation, National Association
-0.8%
-$2,114.1 
BMY Bristol-Myers Squibb Company
-0.79%
-$4,135.68 
JPM JPMorgan Chase & Co.
-0.79%
-$6,661.46 
WEC WEC Energy Group Inc.
-0.77%
-$1,535.62 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
-0.77%
-$9,721.87 
PG Procter & Gamble Co
-0.75%
-$12,336.21 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
-0.73%
-$11,303.12 
MUA BlackRock MuniAssets Fund, Inc.
-0.69%
-$1,226.4 
COF Capital One Financial Corporation
-0.67%
-$2,966.24 
GS The Goldman Sachs Group, Inc.
-0.63%
-$5,727.23 
AMAT Applied Materials, Inc.
-0.6%
-$6,409.74 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.59%
-$2,041.87 
VIG Vanguard Dividend Appreciation ETF
-0.58%
-$3,086.61 
QCOM QUALCOMM Incorporated
-0.57%
-$2,413.25 
ABBV AbbVie Inc.
-0.56%
-$3,538.28 
PGF Invesco Financial Preferred ETF
-0.55%
-$2,510.25 
ASML ASML Holding N.V. New York Registry Shares
-0.54%
-$1,021.68 
PM Philip Morris International Inc.
-0.53%
-$7,649.93 
C Citigroup Inc.
-0.53%
-$1,680.98 
AMGN Amgen Inc.
-0.52%
-$2,709.12 
GILD Gilead Sciences Inc.
-0.51%
-$3,219.54 
VOOV Vanguard S&P 500 Value ETF
-0.51%
-$2,365.09 
CSCO Cisco Systems, Inc.
-0.5%
-$4,494.94 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
-0.5%
-$2,765.2 
JBHT J.B. Hunt Transport Services, Inc.
-0.46%
-$2,077.46 
FVD First Trust Value Line Dividend Index Fund
-0.44%
-$7,289.26 
VICI Vici Properties Inc.
-0.37%
-$888.5 
AFL Aflac Inc.
-0.37%
-$843.64 
EVRG Evergy Inc.
-0.32%
-$1,258.4 
COST Costco Wholesale Corporation
-0.3%
-$1,443.3 
RSPF Invesco S&P 500 Equal Weight Financials ETF
-0.29%
-$5,382.74 
ADI Analog Devices, Inc.
-0.27%
-$660.54 
MCD McDonald's Corporation
-0.25%
-$704.49 
RSPR Invesco S&P 500 Equal Weight Real Estate ETF
-0.24%
-$788.38 
RDVY First Trust Rising Dividend Achievers ETF
-0.23%
-$3,607.5 
GLD SPDR Gold Shares
-0.22%
-$907.2 
TRV The Travelers Companies, Inc.
-0.2%
-$592.76 
AMP Ameriprise Financial, Inc.
-0.19%
-$558.53 
RSPC Invesco S&P 500 Equal Weight Communication Services ETF
-0.19%
-$1,697.5 
UTG Reaves Utility Income Fund
-0.18%
-$361.1 
GLW Corning Incorporated
-0.17%
-$2,713.1 
BHP BHP Group Ltd.
-0.16%
-$401.05 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.16%
-$2,271.36 
ATO Atmos Energy Corporation
-0.14%
-$658.75 
ET Energy Transfer L.P.
-0.11%
-$315.52 
HYLS FT Tactical High Yield ETF
-0.11%
-$852.62 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
-0.08%
-$489.35 
UNM Unum Group
-0.06%
-$132.38 
CVS CVS Health Corporation
-0.06%
-$130 
VZ Verizon Communications Inc.
-0.06%
-$183.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.05%
-$227.61 
FEGE First Eagle Global Equity ETF
-0.04%
-$418.06 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$353.78 
FPE First Trust Preferred Securities and Income ETF
-0.03%
-$539.12 
VOO Vanguard S&P 500 ETF
-0.03%
-$503.2 
MO Altria Group, Inc.
-0.01%
-$129.65 Events
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Dividends
Dividend Analysis
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| Trades 2234 | Longs Won 1226/2234 54% | Profit Factor 0.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.47M |
| Average Win $141,388.87 | Best Trade (Sep 30) $37.68M | Sharpe Ratio 0.85 |
| Average Loss -$248,094.49 | Worst Trade (Sep 30) -$25.4M | Z-Score 7.1 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4w | Expectancy -$34,349.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 181.29M% | 2.37M% | 187,229.38% | 30,935.69% | 7,655.26% | 2,445.76% | 932.04% | 404.11% | 193.36% |
| Consecutive Losing Trades | 794 | 715 | 635 | 556 | 477 | 397 | 318 | 238 | 159 | 79 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $11.73M, Starbucks Corporation - $10.36M, and Alerian MLP ETF - $2.7M. 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 - $13.77M, Microsoft Corp - $12.33M, BlackRock Taxable Municipal Bond Trust - $11.32M, and Procter & Gamble Co - $9.7M. 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 $49.39M earned over time. The largest contributors to dividend income include Jack Henry & Associates, Inc - $9.71M, First Trust Preferred Securities and Income ETF - $4.14M, First Trust Institutional Preferred Securities and Income ETF - $2.93M, Invesco Financial Preferred ETF - $1.46M, 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.
