TJQ
Thomas J. Queeney Portfolio
Invests via Piscataqua Savings Bank | Managed by Thomas J. Queeney, Michael J. Rodier, George Rooney
Invests via Piscataqua Savings Bank
Managed by Thomas J. Queeney, Michael J. Rodier, George Rooney
Automatically Tracked
Thomas J. Queeney Profile
Thomas J. Queeney is a seasoned executive with a prominent track record in corporate leadership and strategic development across multiple industries. He has played pivotal roles in driving growth initiatives, enhancing operational efficiency, and fostering innovation within organizations facing evolving market challenges. With extensive experience that encompasses both private enterprises and publicly traded companies, his insights into organizational dynamics have made him a sought-after advisor on business strategy and transformation. In addition to his board-level engagement, he leverages industry connections to advance collaborative ventures aimed at maximizing value creation.
Thomas J. Queeney is a seasoned executive with a prominent track record in corporate leadership and strategic development across multiple industries. He has played pivotal roles in driving growth initiatives, enhancing operational efficiency, and fostering innovation within organizations facing evolving market challenges. With extensive experience that encompasses both private enterprises and publicly traded companies, his insights into organizational dynamics have made him a sought-after advisor on business strategy and transformation. In addition to his board-level engagement, he leverages industry connections to advance collaborative ventures aimed at maximizing value creation.
Investment Philosophy & Strategy
Operating within the technology sector, Thomas J. Queeney applies his extensive leadership experience to uncover high-potential growth opportunities. He focuses on identifying innovative companies that demonstrate operational scalability and strong market positioning. With a keen eye for transformational trends, he emphasizes the importance of adaptability in fostering sustainable business models that align with shifting consumer demands. His approach blends strategic foresight with entrepreneurial thinking, allowing him to navigate complex investment landscapes effectively and prioritize value creation through well-structured partnerships.
Operating within the technology sector, Thomas J. Queeney applies his extensive leadership experience to uncover high-potential growth opportunities. He focuses on identifying innovative companies that demonstrate operational scalability and strong market positioning. With a keen eye for transformational trends, he emphasizes the importance of adaptability in fostering sustainable business models that align with shifting consumer demands. His approach blends strategic foresight with entrepreneurial thinking, allowing him to navigate complex investment landscapes effectively and prioritize value creation through well-structured partnerships.
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:
13.52%
Gain +0.25%
Monthly
0.22%
Yearly
2.73%
Drawdown
16.57%
$145.42M
Equity
Holdings
$145.42M
Investment
$128.08M
$17.31M
Profit +$358,801.99
Realized
-$29,134.95
Unrealized
$17.34M
Dividends
$4.89M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.25%
Profit
$358,801.99
Win %
62%
This Week
Compared To Last Week
Gain
-1.14%
Profit
-$1.68M
Win %
62%
This Month
Compared to last month
Gain
-1.59%
Profit
-$2.35M
Win %
62%
This Year
Compared to last year
Gain
10.1%
Profit
$13.34M
Win %
62%
TMO Thermo Fisher Scientific Inc.
+4.19%
+$1,156.28 
QCOM QUALCOMM Incorporated
+4.12%
+$2,966 
MPC Marathon Petroleum Corporation
+3.5%
+$67,005.92 
PSX Phillips 66
+3.01%
+$5,855.22 
DHR Danaher Corporation
+2.88%
+$22,887.19 
DD DuPont de Nemours, Inc.
+2.88%
+$2,507.31 
COP ConocoPhillips
+2.82%
+$14,282.77 
DOW Dow Inc.
+2.68%
+$629.3 
MTCH Match Group, Inc.
+2.64%
+$54.72 
ZBH Zimmer Biomet Holdings, Inc.
+2.56%
+$735.08 
FTV Fortive Corporation
+2.5%
+$727.26 
SHEL Shell plc
+2.47%
+$157.41 
A Agilent Technologies Inc.
+2.37%
+$963.96 
KHC The Kraft Heinz Company
+2.37%
+$201.25 
TTE TotalEnergies SE
+2.3%
+$335.2 
XOM Exxon Mobil Corporation
+2.28%
+$48,184.4 
CVX Chevron Corporation
+2.28%
+$53,105.85 
MMM 3M Company
+1.9%
+$595.58 
WAT Waters Corporation
+1.81%
+$744 
HON Honeywell International Inc.
+1.75%
+$2,441.96 
DELL Dell Technologies Inc.
+1.64%
+$1,738.44 
BDX Becton, Dickinson and Company
+1.5%
+$857.01 
SLB Schlumberger Limited
+1.21%
+$281.22 
RAL Ralliant Corporation
+1.1%
+$25.92 
JPM JPMorgan Chase & Co.
+1.09%
+$71,577.04 
LMT Lockheed Martin Corporation
+1.03%
+$2,573.24 
ESQ Esquire Financial Holdings Inc.
+0.99%
+$1,912 
EXE Expand Energy Corporation
+0.96%
+$467.9 
PANW Palo Alto Networks, Inc.
+0.94%
+$826 
T AT&T Inc.
+0.92%
+$1,498.42 
GD General Dynamics Corporation
+0.79%
+$2,875.85 
MET MetLife Inc.
+0.71%
+$17.37 
GIS General Mills, Inc.
+0.7%
+$174.93 
MFC Manulife Financial Corporation
+0.68%
+$160.78 
FITB Fifth Third Bancorp
+0.67%
+$54.75 
WFC Wells Fargo & Company
+0.67%
+$3,943.56 
FTRI First Trust Indxx Global Natural Resources Income ETF
+0.65%
+$26.68 
AMT American Tower Corporation
+0.59%
+$989.62 
BCC Boise Cascade Company
+0.59%
+$534 
META Meta Platforms Inc Class A
+0.58%
+$310.4 
PNR Pentair plc
+0.56%
+$4,548.28 
AFL Aflac Inc.
+0.56%
+$340.6 
NDSN Nordson Corporation
+0.56%
+$27,060.83 
TFC Truist Financial Corporation
+0.55%
+$99 
CTVA Corteva Inc.
+0.55%
+$262.35 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.51%
+$49.21 
GEV GE Vernova Inc.
+0.51%
+$4,062.85 
INGR Ingredion Inc.
+0.5%
+$20.79 
APD Air Products and Chemicals, Inc.
+0.47%
+$927.52 
NSC Norfolk Southern Corporation
+0.47%
+$528.95 
PLD Prologis Inc.
+0.46%
+$62 
NVDA NVIDIA Corporation
+0.43%
+$3,031.96 
FXZ First Trust Materials AlphaDEX Fund
+0.43%
+$135.99 
INDB Independent Bank Corp.
+0.4%
+$115.01 
ADI Analog Devices, Inc.
+0.33%
+$216.49 
AMX América Móvil, S.A.B. de C.V.
+0.32%
+$37.5 
TD The Toronto-Dominion Bank
+0.32%
+$102.57 
GLD SPDR Gold Shares
+0.29%
+$631.04 
BAC Bank of America Corporation
+0.27%
+$8,623.2 
EPD Enterprise Products Partners L.P.
+0.22%
+$255 
OGN Organon & Co.
+0.22%
+$0.6 
FDS FactSet Research Systems Inc.
+0.22%
+$17.55 
SJM The J.M. Smucker Company
+0.21%
+$32.5 
XLB Materials Select Sector SPDR Fund
+0.2%
+$1,184.4 
RTX RTX Corporation
+0.19%
+$4,940.98 
VZ Verizon Communications Inc.
+0.18%
+$721.72 
INTC Intel Corporation
+0.17%
+$774.18 
PAYX Paychex Inc.
+0.15%
+$19.77 
PG Procter & Gamble Co
+0.15%
+$1,046.4 
ADP Automatic Data Processing Inc.
+0.12%
+$426.24 
MSOS AdvisorShares Pure US Cannabis ETF
+0.1%
+$1.57 
AMP Ameriprise Financial, Inc.
+0.09%
+$26.95 
UPS United Parcel Service, Inc.
+0.09%
+$22.5 
DE Deere & Company
+0.08%
+$20.52 
BRK-B Berkshire Hathaway Inc.
+0.07%
+$1,781.44 
SMH VanEck Semiconductor ETF
+0.07%
+$2,272.92 
AVNS Avanos Medical Inc.
+0.04%
+$0.4 
CRL Charles River Laboratories International, Inc.
+0.03%
+$3.99 
PRU Prudential Financial, Inc.
+0.03%
+$261.54 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
+0.02%
+$2.38 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$2.63 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.01%
+$1.98 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.01%
+$0.55 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
SEE Sealed Air Corporation
0%
$0 
WAB Wabtec Corporation
0%
$0 
ZIMV Zimvie Inc.
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
IMDX Insight Molecular Diagnostics Inc.
0%
$0 CGC
CGC
0%
$0 UL
UL
0%
$0 
CRDL Cardiol Therapeutics Inc.
-7.29%
-$725 
SER Serina Therapeutics Inc.
-5.1%
-$3.5 
SYY Sysco Corporation
-4.87%
-$1,253.56 
GERN Geron Corporation
-4.38%
-$750 
ALNY Alnylam Pharmaceuticals Inc
-4.2%
-$525 
TLRY Tilray Brands, Inc.
-3.75%
-$3.26 
TOST Toast Inc.
-3.56%
-$1,303.5 
ALGN Align Technology, Inc.
-3.23%
-$5,088.2 
ORCL Oracle Corporation
-3.19%
-$3,608.93 
EMBC Embecta Corp.
-3.15%
-$1.65 
NFLX Netflix, Inc.
-3.09%
-$198.4 
GE General Electric Company
-3%
-$39,846.9 
CARR Carrier Global Corporation
-2.93%
-$12,396.72 
KD Kyndryl Holdings Inc.
-2.87%
-$9.75 
CNC Centene Corporation
-2.81%
-$468 
TGT Target Corporation
-2.77%
-$6,336 
INTU Intuit Inc.
-2.74%
-$604.5 
VFC V.F. Corporation
-2.68%
-$24.5 
EFX Equifax Inc.
-2.64%
-$1,531.66 
F Ford Motor Company
-2.56%
-$355 
MRNA Moderna, Inc.
-2.52%
-$924.1 
BSX Boston Scientific Corporation
-2.46%
-$88.8 
GM General Motors Company
-2.36%
-$566.5 
ADBE Adobe Inc.
-2.35%
-$212.5 
NVO Novo Nordisk A/S Sponsored ADR
-2.35%
-$255 
ORLY O'Reilly Automotive Inc.
-2.35%
-$920.25 
SBUX Starbucks Corporation
-2.34%
-$719.2 
AMZN Amazon.com Inc
-2.32%
-$88,550.26 
CLX The Clorox Company
-2.25%
-$1,005 
NKE Nike, Inc. - Class B
-2.23%
-$3,888.22 
DIS The Walt Disney Company
-2.22%
-$20,959.77 
RCL Royal Caribbean Group
-2.16%
-$36,166.97 
BKNG Booking Holdings Inc.
-2.07%
-$1,089 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-2.05%
-$141.96 
ROST Ross Stores, Inc.
-2.03%
-$982.8 
OTIS Otis Worldwide Corporation
-2.02%
-$1,167.24 
FBIN Fortune Brands Innovations Inc.
-2.01%
-$24.6 
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF
-2%
-$75.48 
IYC iShares U.S. Consumer Discretionary ETF
-2%
-$79.2 
NZF Nuveen Municipal Credit Income Fund
-2%
-$1,094.8 
COST Costco Wholesale Corporation
-2%
-$3,287.34 
BR Broadridge Financial Solutions, Inc.
-1.99%
-$746.05 
XEL Xcel Energy Inc.
-1.96%
-$833.75 
MSFT Microsoft Corp.
-1.92%
-$205,106.5 
UNH UnitedHealth Group Incorporated
-1.9%
-$38,383.4 
HD The Home Depot, Inc.
-1.89%
-$19,787.77 
PWR Quanta Services Inc.
-1.86%
-$173.55 
EL The Estée Lauder Companies Inc. Class A
-1.82%
-$357 
FXD First Trust Consumer Discretionary AlphaDEX Fund
-1.81%
-$562.32 
DEO Diageo plc Sponsored ADR
-1.78%
-$483.56 
CMCSA Comcast Corp
-1.71%
-$9,608.68 
CME CME Group Inc.
-1.69%
-$714.23 
LOW Lowe's Companies Inc.
-1.69%
-$1,867.06 
EVR Evercore Inc.
-1.67%
-$826.2 
NU Nu Holdings Ltd.
-1.63%
-$705 
CRM Salesforce Inc
-1.63%
-$105.75 
CEG Constellation Energy Corporation
-1.57%
-$273.9 
CRON Cronos Group Inc.
-1.55%
-$66.5 
AMGN Amgen Inc.
-1.54%
-$2,773.44 
MCD McDonald's Corporation
-1.52%
-$14,166.88 
ELV Elevance Health, Inc.
-1.52%
-$445.05 
AVGO Broadcom Inc.
-1.5%
-$2,227.4 
FNF Fidelity National Financial, Inc.
-1.5%
-$34.48 
EOS Eaton Vance Enhanced Equity Income Fund II
-1.48%
-$129.15 
BNY BlackRock New York Municipal Income Trust
-1.48%
-$208.26 
GOOGL Alphabet Inc
-1.46%
-$136,108.8 
HSY The Hershey Company
-1.45%
-$125.5 
HLN Haleon Plc - ADR
-1.44%
-$92.07 
GOOG Alphabet Inc
-1.43%
-$21,619.5 
MCK McKesson Corporation
-1.42%
-$129.5 
ES Eversource Energy
-1.42%
-$194 
LCTX Lineage Cell Therapeutics Inc.
-1.4%
-$187.49 
LRCX Lam Research Corporation
-1.38%
-$340.2 
MAR Marriott International Inc. - Class A
-1.35%
-$230.18 
ASTE Astec Industries Inc.
-1.35%
-$943.5 
TJX The TJX Companies, Inc.
-1.33%
-$43,650.5 
STT State Street Corp
-1.31%
-$9,330.75 
WEC WEC Energy Group Inc.
-1.31%
-$521.64 
GS The Goldman Sachs Group, Inc.
-1.28%
-$304.08 
HIG The Hartford Insurance Group, Inc.
-1.25%
-$1,715 
DAL Delta Air Lines, Inc.
-1.24%
-$495 
MTB M&T Bank Corporation
-1.23%
-$267.09 
IWP iShares Russell Mid-Cap Growth ETF
-1.2%
-$49.35 
FISV Fiserv, Inc.
-1.18%
-$213 
BRO Brown & Brown Inc.
-1.14%
-$159.12 
AXP American Express Company
-1.13%
-$23,306.22 
VRTX Vertex Pharmaceuticals Incorporated
-1.13%
-$58.7 
AEP American Electric Power Company, Inc.
-1.11%
-$680 
FDX FedEx Corporation
-1.11%
-$242.9 
IHE iShares U.S. Pharmaceuticals ETF
-1.1%
-$560.25 
IWM iShares Russell 2000 ETF
-1.1%
-$4,338.68 
CVS CVS Health Corporation
-1.08%
-$942.45 
DVY iShares Select Dividend ETF
-1.08%
-$2,957.5 
TSLA Tesla, Inc.
-1.07%
-$15.32 
WMT Walmart Inc.
-1.06%
-$1,258.6 
EMR Emerson Electric Co.
-1.04%
-$1,714.3 
AGM Federal Agricultural Mortgage Corporation
-1.03%
-$46.4 
O Realty Income Corporation
-1.01%
-$240 
ABT Abbott Laboratories
-1.01%
-$7,553.52 
OGE Oge Energy Corp.
-1.01%
-$93 
SO The Southern Company
-0.99%
-$550.4 
CAH Cardinal Health Inc.
-0.97%
-$1,346.52 
IYK iShares U.S. Consumer Staples ETF
-0.97%
-$217.5 
IHF iShares U.S. Healthcare Providers ETF
-0.97%
-$224 
XLU Utilities Select Sector SPDR Fund
-0.94%
-$237 
IJR iShares Core S&P Small-Cap ETF
-0.93%
-$2,415.66 
LUV Southwest Airlines Co.
-0.92%
-$182.5 
KLAC KLA Corporation
-0.92%
-$1,326 
IWR iShares Russell Mid-Cap ETF
-0.92%
-$909 
CMI Cummins Inc.
-0.92%
-$1,388.03 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.91%
-$190.67 
COR Cencora, Inc.
-0.91%
-$3,324.39 
CL Colgate-Palmolive Company
-0.9%
-$9,383.62 
EXC Exelon Corporation
-0.88%
-$75.3 
TT Trane Technologies plc
-0.87%
-$371 
PFE Pfizer Inc.
-0.87%
-$143.76 
PBW Invesco WilderHill Clean Energy ETF
-0.85%
-$18.46 
AAPL Apple Inc.
-0.84%
-$106,237.61 
AMAT Applied Materials, Inc.
-0.84%
-$188.68 
VPU Vanguard Utilities ETF
-0.83%
-$9,061.19 
IWD iShares Russell 1000 Value ETF
-0.82%
-$609 
AJG Arthur J. Gallagher & Co.
-0.82%
-$155.25 
VXF Vanguard Extended Market ETF
-0.81%
-$508.8 
ERTH Invesco MSCI Sustainable Future ETF
-0.81%
-$71.44 
SCHA Schwab U.S. Small-Cap ETF
-0.81%
-$185.76 
STZ Constellation Brands, Inc.
-0.8%
-$3,685.34 
MO Altria Group, Inc.
-0.8%
-$2,004.06 
IJH iShares Core S&P Mid-Cap ETF
-0.79%
-$1,342.58 
VBK Vanguard Small-Cap Growth ETF
-0.78%
-$1,056 
IWB iShares Russell 1000 ETF
-0.78%
-$81 
IWF iShares Russell 1000 Growth ETF
-0.78%
-$3,500.56 
EFR Eaton Vance Senior Floating-Rate Trust
-0.77%
-$126.88 
XLP Consumer Staples Select Sector SPDR Fund
-0.76%
-$177.37 
VLTO Veralto Corporation
-0.76%
-$1,042.23 
KO The Coca-Cola Company
-0.75%
-$1,847.54 
ESGV Vanguard ESG U.S. Stock ETF
-0.75%
-$718.11 
DUK Duke Energy Corporation
-0.75%
-$915.81 
TEL TE Connectivity plc
-0.74%
-$15,387.85 
BLK BlackRock, Inc.
-0.74%
-$14,450.43 
QQQ Invesco QQQ Trust, Series 1
-0.73%
-$825.6 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.72%
-$492.96 
ICF iShares Cohen & Steers Realty Majors ETF
-0.71%
-$141 
VO Vanguard Mid-Cap ETF
-0.71%
-$278.16 
VWO Vanguard FTSE Emerging Markets ETF
-0.7%
-$860.71 
MRK Merck & Co., Inc.
-0.69%
-$3,135 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.69%
-$121.6 
CTSH Cognizant Technology Solutions Corporation
-0.69%
-$213.4 
HPI John Hancock Preferred Income Fund
-0.67%
-$40 
MCR MFS Charter Income Trust
-0.67%
-$22.52 
MKC McCormick & Company, Incorporated
-0.61%
-$149.42 
ATR AptarGroup, Inc.
-0.61%
-$193.54 
LIN Linde plc
-0.61%
-$800.88 
BMY Bristol-Myers Squibb Company
-0.61%
-$1,668.81 
USB U.S. Bancorp
-0.61%
-$102.22 
CFG Citizens Financial Group, Inc.
-0.59%
-$31.5 
ECL Ecolab Inc.
-0.59%
-$272.21 
PEP PepsiCo, Inc.
-0.59%
-$6,519.2 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.58%
-$169.5 
XLI Industrial Select Sector SPDR Fund
-0.58%
-$104.41 
SPY SPDR S&P 500 ETF Trust
-0.56%
-$5,372.07 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.55%
-$702 
ALL Allstate Corporation
-0.54%
-$1,015 
PPG PPG Industries Inc.
-0.54%
-$245.1 
VOO Vanguard S&P 500 ETF
-0.54%
-$2,107.5 
AWK American Water Works Company, Inc.
-0.53%
-$1,796.34 
ACN Accenture plc Class A
-0.53%
-$815.9 
VSGX Vanguard ESG International Stock ETF
-0.53%
-$167.7 
SAMG Silvercrest Asset Management Group Inc.
-0.52%
-$6.25 
KMB Kimberly-Clark Corporation
-0.52%
-$503.37 
IBM International Business Machines Corporation
-0.51%
-$3,752.96 
ETN Eaton Corporation plc
-0.51%
-$1,026.84 
D Dominion Energy, Inc.
-0.5%
-$493.02 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$176.12 
MS Morgan Stanley
-0.49%
-$1,371.9 
RSP Invesco S&P 500 Equal Weight ETF
-0.49%
-$430.5 
GILD Gilead Sciences Inc.
-0.48%
-$4,446.02 
KMI Kinder Morgan, Inc.
-0.47%
-$145 
AIG American International Group Inc.
-0.47%
-$114.31 
VONV Vanguard Russell 1000 Value Index Fund
-0.46%
-$138.32 
MA Mastercard Incorporated
-0.46%
-$13,748.2 
PNW Pinnacle West Capital Corporation
-0.46%
-$30.8 
CSX CSX Corporation
-0.46%
-$3,171.58 
MDY SPDR S&P MidCap 400 ETF Trust
-0.46%
-$171.36 
BA Boeing Company
-0.45%
-$137.75 
EFA iShares MSCI EAFE ETF
-0.45%
-$2,216.35 
PH Parker-Hannifin Corporation
-0.45%
-$414 
WTRG Essential Utilities Inc.
-0.45%
-$138.75 
VGT Vanguard Information Technology ETF
-0.45%
-$530.1 
WELL Welltower Inc.
-0.44%
-$351.52 
UTL Unitil Corporation
-0.44%
-$69 
VEU Vanguard FTSE All-World ex-US ETF
-0.43%
-$73 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$780.3 
GWW W.W. Grainger, Inc.
-0.43%
-$383.25 
NEE NextEra Energy, Inc.
-0.42%
-$2,958.68 
WMB The Williams Companies, Inc.
-0.42%
-$42 
SDY SPDR S&P Dividend ETF
-0.4%
-$314.15 
XLK State Street Technology Select Sector SPDR ETF
-0.37%
-$204.24 
PM Philip Morris International Inc.
-0.37%
-$763.2 
KBWB Invesco KBW Bank ETF
-0.36%
-$62.1 
MRSH Marsh & McLennan Companies, Inc.
-0.33%
-$77.4 
VHT Vanguard Health Care ETF
-0.33%
-$343.81 
ADSK Autodesk, Inc.
-0.33%
-$90.17 
IEMG iShares Core MSCI Emerging Markets ETF
-0.32%
-$622.7 
ICE Intercontinental Exchange, Inc.
-0.32%
-$260.07 
SYK Stryker Corporation
-0.32%
-$3,145.93 
LLY Eli Lilly and Company
-0.31%
-$5,755.92 
EEM iShares MSCI Emerging Markets ETF
-0.29%
-$284.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.29%
-$157.65 
CI The Cigna Group
-0.28%
-$534.6 
MDLZ Mondelez International, Inc.
-0.26%
-$290.73 
PHO Invesco Water Resources ETF
-0.26%
-$63 
GRMN Garmin Ltd.
-0.25%
-$35.5 
PFF iShares Preferred and Income Securities ETF
-0.25%
-$10.05 
BAX Baxter International Inc.
-0.23%
-$43.01 
ITW Illinois Tool Works Inc.
-0.22%
-$406 
UNP Union Pacific Corporation
-0.21%
-$5,056.29 
VNQ Vanguard Real Estate ETF
-0.21%
-$1,324.6 
WM Waste Management, Inc.
-0.21%
-$2,498.72 
FCX Freeport-McMoRan Inc.
-0.21%
-$435 
CAT Caterpillar Inc.
-0.21%
-$726.98 
MCHP Microchip Technology Incorporated
-0.21%
-$896.11 
ISRG Intuitive Surgical, Inc.
-0.2%
-$21.28 
WBD Warner Bros. Discovery, Inc.
-0.2%
-$46.97 
XT iShares Future Exponential Technologies ETF
-0.18%
-$7.5 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.18%
-$10.92 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.18%
-$18.06 
GLW Corning Incorporated
-0.17%
-$6,675.25 
TLH iShares 10-20 Year Treasury Bond ETF
-0.17%
-$15.51 
VNT Vontier Corporation
-0.17%
-$4.4 
TDY Teledyne Technologies Incorporated
-0.17%
-$604.89 
NVS Novartis AG Sponsored ADR
-0.16%
-$314.38 
IYM iShares U.S. Basic Materials ETF
-0.16%
-$295.8 
FPE First Trust Preferred Securities and Income ETF
-0.14%
-$30 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.14%
-$540 
MDT Medtronic plc
-0.13%
-$80.75 
VTRS Viatris Inc.
-0.13%
-$5.99 
TROW T. Rowe Price Group, Inc.
-0.12%
-$31.33 
AVY Avery Dennison Corporation
-0.12%
-$1.05 
CSCO Cisco Systems, Inc.
-0.12%
-$3,319.81 
VTV Vanguard Value ETF
-0.12%
-$41.6 
COF Capital One Financial Corporation
-0.12%
-$133.68 
WY Weyerhaeuser Company
-0.11%
-$8.5 
TXN Texas Instruments Inc
-0.11%
-$1,583.74 
C Citigroup Inc.
-0.1%
-$35.1 
EG Everest Group, Ltd.
-0.08%
-$17.92 
ABBV AbbVie Inc.
-0.08%
-$2,410.38 
XLRE The Real Estate Select Sector SPDR Fund
-0.06%
-$1.02 
TRV The Travelers Companies, Inc.
-0.06%
-$45.78 
IRM Iron Mountain Inc.
-0.05%
-$21.18 
SYF Synchrony Financial
-0.05%
-$2.06 
GOVT iShares U.S. Treasury Bond ETF
-0.04%
-$26.07 
V Visa Inc. Class A
-0.03%
-$630.96 
TIP iShares TIPS Bond ETF
-0.02%
-$4.6 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.02%
-$9.66 
JNJ Johnson & Johnson
-0.01%
-$114.4 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$1.51 
FAST Fastenal Co.
-0.01%
-$6 
GEHC GE HealthCare Technologies Inc.
-0.01%
-$2.37 Events
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Dividends
Dividend Analysis
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| Trades 1656 | Longs Won 946/1656 57% | Profit Factor 2.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $168,476.16 |
| Average Win $51,199.14 | Best Trade (Aug 05) $3.59M | Sharpe Ratio -10.3 |
| Average Loss -$30,187.34 | Worst Trade (Jun 29) -$1.6M | Z-Score -7.06 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2d | Expectancy $10,453.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,808 | 4,327 | 3,846 | 3,365 | 2,885 | 2,404 | 1,923 | 1,442 | 962 | 481 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 277 | $35,552.95 | $41,627.56 | - | $6,074.61 | 17.09% | +2.371% |
| AAPL Apple Inc. | 37,740 | $9.61M | $12.46M | - | $2.85M | 29.7% | -0.845% |
| ABBV AbbVie Inc. | 11,478 | $2.66M | $3M | - | $344,569.56 | 12.97% | -0.08% |
| ABT Abbott Laboratories | 7,263 | $972,806.22 | $741,189.15 | - | -$231,617.07 | -23.81% | -1.009% |
| ACN Accenture plc Class A | 796 | $196,293.6 | $154,404.1 | - | -$41,889.5 | -21.34% | -0.526% |
| ADBE Adobe Inc. | 34 | $11,993.5 | $8,817.9 | - | -$3,175.6 | -26.48% | -2.353% |
| ADI Analog Devices, Inc. | 182 | $44,717.4 | $65,922.13 | - | $21,204.73 | 47.42% | +0.329% |
| ADP Automatic Data Processing Inc. | 1,332 | $390,942 | $368,897.4 | - | -$22,044.6 | -5.64% | +0.116% |
| ADSK Autodesk, Inc. | 120 | $38,120.4 | $27,381.43 | - | -$10,738.97 | -28.17% | -0.328% |
| AEP American Electric Power Company, Inc. | 500 | $56,250 | $60,435 | - | $4,185 | 7.44% | -1.113% |
| AFL Aflac Inc. | 520 | $58,084 | $61,185.8 | - | $3,101.8 | 5.34% | +0.56% |
| AGM Federal Agricultural Mortgage Corporation | 20 | $3,359.6 | $4,457.8 | - | $1,098.2 | 32.69% | -1.03% |
| AIG American International Group Inc. | 322 | $25,289.88 | $24,449.46 | - | -$840.42 | -3.32% | -0.465% |
| AJG Arthur J. Gallagher & Co. | 75 | $23,230.5 | $18,842.25 | - | -$4,388.25 | -18.89% | -0.817% |
| ALGN Align Technology, Inc. | 1,030 | $128,976.6 | $152,501.8 | - | $23,525.2 | 18.24% | -3.229% |
| ALL Allstate Corporation | 725 | $155,621.25 | $186,383 | - | $30,761.75 | 19.77% | -0.542% |
| ALNY Alnylam Pharmaceuticals Inc | 50 | $22,800 | $11,974.5 | - | -$10,825.5 | -47.48% | -4.2% |
| AMAT Applied Materials, Inc. | 53 | $10,851.22 | $22,294.45 | - | $11,443.23 | 105.46% | -0.839% |
| AMGN Amgen Inc. | 471 | $132,916.2 | $176,913.06 | - | $43,996.86 | 33.1% | -1.543% |
| AMP Ameriprise Financial, Inc. | 55 | $27,018.75 | $30,746.65 | - | $3,727.9 | 13.8% | +0.088% |
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FAQ
Which stocks have generated the highest profits for Thomas J. Queeney?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $1.33M, JPMorgan Chase & Co - $1.27M, AbbVie Inc - $1.15M, RTX Corporation - $918,479.45, and Berkshire Hathaway Inc - $883,527.9. 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: Alphabet Inc - $808,447.94, Microsoft Corp - $572,012.53, Align Technology, Inc - $385,983.04, Danaher Corporation - $372,498.73, and Constellation Brands, Inc - $355,279.93. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas J. Queeney's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.89M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $259,914.05, AbbVie Inc - $209,537.55, Chevron Corporation - $189,019.17, Microsoft Corp - $188,292.02, and Exxon Mobil Corporation - $148,052.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas J. Queeney's monthly returns?
Thomas J. Queeney's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Thomas J. Queeney's strategy be considered aggressive or moderate?
Thomas J. Queeney's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Thomas J. Queeney's strategy?
Thomas J. Queeney'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.
