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:
15.59%
Gain +0.99%
Monthly
0.26%
Yearly
3.21%
Drawdown
16.57%
$148.08M
Equity
Holdings
$148.08M
Investment
$128.08M
$19.98M
Profit +$1.46M
Realized
-$29,134.95
Unrealized
$20M
Dividends
$4.7M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.99%
Profit
$1.46M
Win %
68%
This Week
Compared To Last Week
Gain
0.99%
Profit
$1.46M
Win %
68%
This Month
Compared to last month
Gain
0.99%
Profit
$1.45M
Win %
68%
This Year
Compared to last year
Gain
12.12%
Profit
$16M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$542,426.57 
TLRY Tilray Brands, Inc.
+8.1%
+$7.14 
ETN Eaton Corporation plc
+7.32%
+$14,607.96 
GOOG Alphabet Inc
+6.88%
+$100,424.84 
GOOGL Alphabet Inc
+6.73%
+$599,679.36 
WY Weyerhaeuser Company
+6.51%
+$520.2 
CRDL Cardiol Therapeutics Inc.
+4.96%
+$300 
SAMG Silvercrest Asset Management Group Inc.
+3.84%
+$47.5 
TT Trane Technologies plc
+3.33%
+$1,467 
AGM Federal Agricultural Mortgage Corporation
+3.31%
+$146 
META Meta Platforms Inc Class A
+3.28%
+$1,414.4 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$708.82 
MSFT Microsoft Corp.
+3.02%
+$287,994.69 
NVDA NVIDIA Corporation
+2.93%
+$18,900.12 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$703.25 
EVR Evercore Inc.
+2.46%
+$1,384.2 
CVX Chevron Corporation
+2.35%
+$49,697.4 
ORLY O'Reilly Automotive Inc.
+2.28%
+$895.5 
CNC Centene Corporation
+2.27%
+$331.2 
FAST Fastenal Co.
+2.25%
+$1,260 
GLW Corning Incorporated
+2.24%
+$80,904.03 
CSCO Cisco Systems, Inc.
+2.14%
+$62,054.91 
GWW W.W. Grainger, Inc.
+1.97%
+$1,871.1 
PANW Palo Alto Networks, Inc.
+1.89%
+$1,451.4 
CRM Salesforce Inc
+1.83%
+$82.75 
ORCL Oracle Corporation
+1.81%
+$1,806.42 
EXE Expand Energy Corporation
+1.74%
+$837.2 
KMI Kinder Morgan, Inc.
+1.64%
+$520 
SHEL Shell plc
+1.62%
+$97.02 
ACN Accenture plc Class A
+1.61%
+$2,093.49 
BSX Boston Scientific Corporation
+1.59%
+$58.4 
VZ Verizon Communications Inc.
+1.52%
+$5,317.9 
IYC iShares U.S. Consumer Discretionary ETF
+1.5%
+$60 
LMT Lockheed Martin Corporation
+1.5%
+$4,056.1 
PH Parker-Hannifin Corporation
+1.43%
+$1,374.01 
PWR Quanta Services Inc.
+1.43%
+$140.7 
GE General Electric Company
+1.42%
+$21,075.69 
SLB Schlumberger Limited
+1.39%
+$296.48 
KLAC KLA Corporation
+1.38%
+$2,116.51 
BCC Boise Cascade Company
+1.33%
+$1,200 
CAH Cardinal Health Inc.
+1.3%
+$1,740.48 
FTV Fortive Corporation
+1.25%
+$384.71 
CMCSA Comcast Corp
+1.23%
+$6,556.51 
COP ConocoPhillips
+1.22%
+$5,372.25 
WFC Wells Fargo & Company
+1.19%
+$6,817.68 
AMAT Applied Materials, Inc.
+1.18%
+$312.7 
ITW Illinois Tool Works Inc.
+1.15%
+$2,275 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
+1.14%
+$138.04 
EOS Eaton Vance Enhanced Equity Income Fund II
+1.09%
+$94.3 
IMDX Insight Molecular Diagnostics Inc.
+1.09%
+$1.25 
ADBE Adobe Inc.
+1.01%
+$85.34 
TDY Teledyne Technologies Incorporated
+0.98%
+$3,904.3 
ADP Automatic Data Processing Inc.
+0.98%
+$3,449.87 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$1,161.44 
TTE TotalEnergies SE
+0.95%
+$132.8 
UNP Union Pacific Corporation
+0.92%
+$22,131.71 
WMB The Williams Companies, Inc.
+0.89%
+$88.2 
NDSN Nordson Corporation
+0.86%
+$40,039.94 
IBM International Business Machines Corporation
+0.86%
+$5,600.06 
GEV GE Vernova Inc.
+0.85%
+$7,587.03 
MCD McDonald's Corporation
+0.82%
+$7,950.84 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$153.7 
EMR Emerson Electric Co.
+0.79%
+$1,305.09 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$729.99 
TSLA Tesla, Inc.
+0.76%
+$9.44 
MPC Marathon Petroleum Corporation
+0.76%
+$11,546.15 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,314.36 
VNT Vontier Corporation
+0.75%
+$19.2 
STT State Street Corp
+0.73%
+$5,051.76 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,341.19 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,765.82 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,731.34 
CAT Caterpillar Inc.
+0.7%
+$2,528.82 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,925.55 
CARR Carrier Global Corporation
+0.68%
+$3,099.18 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$632.79 
XT iShares Future Exponential Technologies ETF
+0.67%
+$26.5 
DOW Dow Inc.
+0.67%
+$162.4 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$710.4 
IWB iShares Russell 1000 ETF
+0.64%
+$64.5 
SYY Sysco Corporation
+0.63%
+$163.24 
MO Altria Group, Inc.
+0.57%
+$1,383.33 
EXC Exelon Corporation
+0.53%
+$48 
GM General Motors Company
+0.52%
+$126.5 
PSX Phillips 66
+0.51%
+$816.46 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$611 
MSOS AdvisorShares Pure US Cannabis ETF
+0.47%
+$6.3 
HON Honeywell International Inc.
+0.47%
+$788.62 
NSC Norfolk Southern Corporation
+0.46%
+$550.26 
IWD iShares Russell 1000 Value ETF
+0.44%
+$321.9 
HPI John Hancock Preferred Income Fund
+0.44%
+$28 
PAYX Paychex Inc.
+0.44%
+$57.63 
CSX CSX Corporation
+0.42%
+$2,965.41 
PFE Pfizer Inc.
+0.4%
+$59.9 
RTX RTX Corporation
+0.39%
+$11,217.36 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$111.72 
AVGO Broadcom Inc.
+0.37%
+$619.2 
PG Procter & Gamble Co
+0.37%
+$2,579.51 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$8,719.68 
OTIS Otis Worldwide Corporation
+0.36%
+$213.72 
BAC Bank of America Corporation
+0.36%
+$11,856.9 
GD General Dynamics Corporation
+0.32%
+$1,241.96 
MRK Merck & Co., Inc.
+0.32%
+$1,285.38 
SMH VanEck Semiconductor ETF
+0.3%
+$9,499.7 
KD Kyndryl Holdings Inc.
+0.3%
+$1 
PHO Invesco Water Resources ETF
+0.27%
+$66.5 
JPM JPMorgan Chase & Co.
+0.27%
+$17,590.22 
MTCH Match Group, Inc.
+0.25%
+$4.8 
AMP Ameriprise Financial, Inc.
+0.25%
+$75.9 
CME CME Group Inc.
+0.21%
+$86.07 
SO The Southern Company
+0.21%
+$128 
JNJ Johnson & Johnson
+0.21%
+$1,515.8 
ADI Analog Devices, Inc.
+0.2%
+$134.68 
KBWB Invesco KBW Bank ETF
+0.2%
+$34.2 
CMI Cummins Inc.
+0.19%
+$340.39 
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF
+0.19%
+$7.2 
OGE Oge Energy Corp.
+0.19%
+$18 
INTU Intuit Inc.
+0.18%
+$37.05 
USB U.S. Bancorp
+0.17%
+$29.59 
T AT&T Inc.
+0.17%
+$244.64 
MS Morgan Stanley
+0.17%
+$484.2 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$22.25 
PBW Invesco WilderHill Clean Energy ETF
+0.16%
+$3.55 
DELL Dell Technologies Inc.
+0.14%
+$110.88 
TD The Toronto-Dominion Bank
+0.13%
+$42.08 
MMM 3M Company
+0.12%
+$40.74 
AMX América Móvil, S.A.B. de C.V.
+0.12%
+$15 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$24 
BDX Becton, Dickinson and Company
+0.1%
+$52.98 
ISRG Intuitive Surgical, Inc.
+0.1%
+$10.08 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$4.02 
C Citigroup Inc.
+0.1%
+$35.1 
WM Waste Management, Inc.
+0.1%
+$1,195.04 
AFL Aflac Inc.
+0.09%
+$62.4 
WMT Walmart Inc.
+0.09%
+$108.5 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.09%
+$6.45 
ABT Abbott Laboratories
+0.09%
+$653.67 
ATR AptarGroup, Inc.
+0.07%
+$22.77 
FDS FactSet Research Systems Inc.
+0.07%
+$4.93 
AEP American Electric Power Company, Inc.
+0.06%
+$35 
AVNS Avanos Medical Inc.
+0.04%
+$0.4 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$7.89 
DIS The Walt Disney Company
+0.03%
+$260.91 
FBIN Fortune Brands Innovations Inc.
+0.02%
+$0.3 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$2 
CGC
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
OGN Organon & Co.
0%
$0 
SEE Sealed Air Corporation
0%
$0 
UL
0%
$0 
ZIMV Zimvie Inc.
0%
$0 
CTVA Corteva Inc.
-11.9%
-$6,197.29 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$1,132.5 
AAPL Apple Inc.
-7.35%
-$925,384.8 
SYK Stryker Corporation
-6.42%
-$78,525.1 
TROW T. Rowe Price Group, Inc.
-6.31%
-$1,814.73 
LIN Linde plc
-5.95%
-$8,533.32 
MRNA Moderna, Inc.
-5.35%
-$775 
VFC V.F. Corporation
-4.28%
-$44.8 
GERN Geron Corporation
-3.73%
-$625 
ES Eversource Energy
-3.05%
-$450 
CI The Cigna Group
-2.99%
-$5,682.61 
AVY Avery Dennison Corporation
-2.91%
-$25.45 
AJG Arthur J. Gallagher & Co.
-2.75%
-$528 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$908.16 
LCTX Lineage Cell Therapeutics Inc.
-2.7%
-$374.97 
QCOM QUALCOMM Incorporated
-2.63%
-$1,596 
ABBV AbbVie Inc.
-2.51%
-$74,262.66 
ALGN Align Technology, Inc.
-2.45%
-$4,377.5 
RAL Ralliant Corporation
-2.43%
-$58.68 
ICE Intercontinental Exchange, Inc.
-2.42%
-$1,951.85 
SJM The J.M. Smucker Company
-2.41%
-$368.75 
HLN Haleon Plc - ADR
-2.37%
-$163.68 
XLB Materials Select Sector SPDR Fund
-2.34%
-$14,331.24 
BAX Baxter International Inc.
-2.21%
-$461.38 
BA Boeing Company
-2.15%
-$690.2 
CRON Cronos Group Inc.
-2.08%
-$79.8 
KHC The Kraft Heinz Company
-2.01%
-$185.5 
NFLX Netflix, Inc.
-2%
-$116.8 
EFX Equifax Inc.
-1.99%
-$1,182.87 
IYM iShares U.S. Basic Materials ETF
-1.96%
-$3,590.4 
SER Serina Therapeutics Inc.
-1.96%
-$1.12 
AWK American Water Works Company, Inc.
-1.93%
-$6,452.16 
IRM Iron Mountain Inc.
-1.86%
-$818.96 
GIS General Mills, Inc.
-1.84%
-$459.62 
SYF Synchrony Financial
-1.79%
-$81.42 
APD Air Products and Chemicals, Inc.
-1.77%
-$3,621.42 
TOST Toast Inc.
-1.77%
-$638 
FXZ First Trust Materials AlphaDEX Fund
-1.69%
-$514.8 
UNH UnitedHealth Group Incorporated
-1.68%
-$37,174.11 
LRCX Lam Research Corporation
-1.58%
-$423 
GLD SPDR Gold Shares
-1.49%
-$3,057.27 
NVS Novartis AG Sponsored ADR
-1.45%
-$3,272.42 
ASTE Astec Industries Inc.
-1.44%
-$1,258 
LUV Southwest Airlines Co.
-1.38%
-$315 
NKE Nike, Inc. - Class B
-1.37%
-$2,733.54 
PPG PPG Industries Inc.
-1.35%
-$649.3 
DD DuPont de Nemours, Inc.
-1.32%
-$1,288.67 
DAL Delta Air Lines, Inc.
-1.3%
-$575 
FCX Freeport-McMoRan Inc.
-1.28%
-$2,430 
GRMN Garmin Ltd.
-1.27%
-$188.5 
CLX The Clorox Company
-1.24%
-$600 
WTRG Essential Utilities Inc.
-1.24%
-$375 
HSY The Hershey Company
-1.23%
-$109 
MDLZ Mondelez International, Inc.
-1.22%
-$1,356.74 
F Ford Motor Company
-1.21%
-$180 
TJX The TJX Companies, Inc.
-1.21%
-$50,034.94 
FXD First Trust Consumer Discretionary AlphaDEX Fund
-1.16%
-$381.3 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$196 
NEE NextEra Energy, Inc.
-1.15%
-$8,789.02 
DE Deere & Company
-1.13%
-$258.4 
RCL Royal Caribbean Group
-1.13%
-$23,849.35 
VTRS Viatris Inc.
-1.13%
-$56.2 
DEO Diageo plc Sponsored ADR
-1.12%
-$308 
NU Nu Holdings Ltd.
-1.1%
-$480 
PNR Pentair plc
-1.1%
-$10,540.47 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$305.91 
TXN Texas Instruments Inc
-1.08%
-$16,782.25 
LOW Lowe's Companies Inc.
-1.08%
-$1,268.93 
PLD Prologis Inc.
-1.08%
-$158 
MCK McKesson Corporation
-1.08%
-$93.2 
UTL Unitil Corporation
-1.03%
-$168 
INTC Intel Corporation
-1.02%
-$4,363.56 
KO The Coca-Cola Company
-1.02%
-$2,477.7 
UPS United Parcel Service, Inc.
-1%
-$262.5 
XOM Exxon Mobil Corporation
-0.97%
-$19,606.95 
MET MetLife Inc.
-0.97%
-$23.5 
MCHP Microchip Technology Incorporated
-0.96%
-$4,365.37 
FTRI First Trust Indxx Global Natural Resources Income ETF
-0.96%
-$36.8 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$46 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$234.78 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.93%
-$82.88 
FNF Fidelity National Financial, Inc.
-0.9%
-$24.37 
CRL Charles River Laboratories International, Inc.
-0.9%
-$116.05 
O Realty Income Corporation
-0.87%
-$224 
INGR Ingredion Inc.
-0.87%
-$36.54 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$243 
IYK iShares U.S. Consumer Staples ETF
-0.82%
-$186 
IHE iShares U.S. Pharmaceuticals ETF
-0.82%
-$418.32 
GILD Gilead Sciences Inc.
-0.81%
-$6,700.28 
D Dominion Energy, Inc.
-0.8%
-$849.52 
KMB Kimberly-Clark Corporation
-0.8%
-$868.56 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$1,140 
WAT Waters Corporation
-0.79%
-$299 
VHT Vanguard Health Care ETF
-0.76%
-$769.86 
CVS CVS Health Corporation
-0.75%
-$722.85 
MA Mastercard Incorporated
-0.74%
-$22,049.02 
NZF Nuveen Municipal Credit Income Fund
-0.73%
-$428.4 
GSK GSK plc Sponsored ADR
-0.73%
-$207.1 
BLK BlackRock, Inc.
-0.73%
-$14,587.42 
MAR Marriott International Inc. - Class A
-0.71%
-$132.5 
VPU Vanguard Utilities ETF
-0.71%
-$8,242.96 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$186 
MCR MFS Charter Income Trust
-0.67%
-$22.52 
DUK Duke Energy Corporation
-0.67%
-$864.36 
BRO Brown & Brown Inc.
-0.66%
-$95.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$361.43 
IHF iShares U.S. Healthcare Providers ETF
-0.65%
-$148 
INDB Independent Bank Corp.
-0.65%
-$188.1 
AMGN Amgen Inc.
-0.64%
-$1,168.08 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,156.68 
GS The Goldman Sachs Group, Inc.
-0.63%
-$155.52 
AMT American Tower Corporation
-0.63%
-$1,041.71 
EFA iShares MSCI EAFE ETF
-0.62%
-$3,079.56 
PM Philip Morris International Inc.
-0.61%
-$1,250.79 
ECL Ecolab Inc.
-0.61%
-$285.57 
DHR Danaher Corporation
-0.61%
-$4,651.71 
ROST Ross Stores, Inc.
-0.59%
-$315 
WEC WEC Energy Group Inc.
-0.57%
-$238.14 
VLTO Veralto Corporation
-0.57%
-$765.72 
SBUX Starbucks Corporation
-0.57%
-$186 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$51.7 
PRU Prudential Financial, Inc.
-0.56%
-$6,015.4 
ICF iShares Cohen & Steers Realty Majors ETF
-0.55%
-$114 
WAB Wabtec Corporation
-0.55%
-$206.4 
EMBC Embecta Corp.
-0.55%
-$0.2 
VNQ Vanguard Real Estate ETF
-0.54%
-$3,576.42 
COF Capital One Financial Corporation
-0.54%
-$629.41 
LLY Eli Lilly and Company
-0.53%
-$10,139.02 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$176.3 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$9.43 
WELL Welltower Inc.
-0.51%
-$402.22 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$115.5 
ALL Allstate Corporation
-0.49%
-$942.51 
IWM iShares Russell 2000 ETF
-0.47%
-$1,908.46 
EFR Eaton Vance Senior Floating-Rate Trust
-0.47%
-$79.3 
PEP PepsiCo, Inc.
-0.46%
-$5,215.36 
DVY iShares Select Dividend ETF
-0.45%
-$1,216.77 
TRV The Travelers Companies, Inc.
-0.43%
-$355.34 
TEL TE Connectivity plc
-0.43%
-$9,039.73 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$111.15 
HD The Home Depot, Inc.
-0.42%
-$4,685.76 
AIG American International Group Inc.
-0.39%
-$99.82 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$89.44 
VGT Vanguard Information Technology ETF
-0.38%
-$430 
AXP American Express Company
-0.38%
-$7,978.08 
FDX FedEx Corporation
-0.37%
-$80.5 
MDT Medtronic plc
-0.37%
-$206.72 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$131.72 
ERTH Invesco MSCI Sustainable Future ETF
-0.37%
-$34 
ADSK Autodesk, Inc.
-0.33%
-$92.4 
CL Colgate-Palmolive Company
-0.33%
-$3,563.4 
TFC Truist Financial Corporation
-0.33%
-$61.2 
PNW Pinnacle West Capital Corporation
-0.33%
-$23.1 
EG Everest Group, Ltd.
-0.32%
-$67.76 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$13.2 
ESQ Esquire Financial Holdings Inc.
-0.31%
-$648 
CEG Constellation Energy Corporation
-0.31%
-$53.46 
VXF Vanguard Extended Market ETF
-0.3%
-$188.15 
MTB M&T Bank Corporation
-0.29%
-$64.61 
COR Cencora, Inc.
-0.28%
-$1,001.26 
SDY SPDR S&P Dividend ETF
-0.28%
-$226.6 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$279 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$368 
VTV Vanguard Value ETF
-0.27%
-$94.4 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$156.42 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$180.12 
MFC Manulife Financial Corporation
-0.25%
-$59.95 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$25.8 
A Agilent Technologies Inc.
-0.24%
-$94.18 
FISV Fiserv, Inc.
-0.24%
-$46.15 
COST Costco Wholesale Corporation
-0.24%
-$408.11 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$36 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$112.48 
EPD Enterprise Products Partners L.P.
-0.18%
-$210 
BKNG Booking Holdings Inc.
-0.18%
-$102.01 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$151.7 
FITB Fifth Third Bancorp
-0.16%
-$13.5 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$17.6 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$46.8 
ELV Elevance Health, Inc.
-0.15%
-$38.64 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$77.28 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$48.72 
MKC McCormick & Company, Incorporated
-0.12%
-$28.92 
STZ Constellation Brands, Inc.
-0.12%
-$550.05 
CFG Citizens Financial Group, Inc.
-0.11%
-$6 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.11%
-$24.87 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$183.6 
TIP iShares TIPS Bond ETF
-0.1%
-$20.24 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$19.8 
PGX Invesco Preferred ETF
-0.09%
-$25.78 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$12.8 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$7.5 
VO Vanguard Mid-Cap ETF
-0.05%
-$19.52 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$160 
V Visa Inc. Class A
-0.04%
-$736.07 
XEL Xcel Energy Inc.
-0.04%
-$17.25 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$73.46 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$1.68 
TGT Target Corporation
-0.01%
-$28.77 Events
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Dividends
Dividend Analysis
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| Trades 1656 | Longs Won 966/1656 58% | Profit Factor 2.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $163,258.9 |
| Average Win $51,056.69 | Best Trade (Aug 03) $3.3M | Sharpe Ratio -10.3 |
| Average Loss -$28,485.95 | Worst Trade (Jun 29) -$1.6M | Z-Score -5.79 (100%) |
| Commissions $0 | Avg. Trade Length 6m 3w 1d | Expectancy $12,062.25 |
| 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 | 5,208 | 4,688 | 4,167 | 3,646 | 3,125 | 2,604 | 2,083 | 1,563 | 1,042 | 521 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $1.32M, JPMorgan Chase & Co - $1.27M, AbbVie Inc - $1.15M, RTX Corporation - $908,731.03, 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 - $814,319.3, Microsoft Corp - $591,254.48, 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 $4.7M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $259,914.05, AbbVie Inc - $209,537.55, Chevron Corporation - $169,448.07, Microsoft Corp - $169,050.07, and Bank of America Corporation - $134,907.63. 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.
