Mack, Connie Portfolio
Invests via Clarity Financial LLC | Managed by Connie Mack
Invests via Clarity Financial LLC
Managed by Connie Mack
Automatically Tracked
Mack, Connie Profile
A prominent figure in the realm of entrepreneurial ventures, Connie Mack has significantly shaped several successful businesses across various sectors. Her background as a dynamic leader includes spearheading innovative initiatives that drive growth and enhance market positioning. Renowned for her strategic insight, she engages actively with emerging markets to identify transformative opportunities and foster partnerships that leverage collective strengths. Mack's commitment to cultivating talent within organizations reinforces her reputation as a mentor in the business community, inspiring future generations of entrepreneurs. As she continues to influence multiple industries through collaboration and foresight, her impact resonates strongly within both established enterprises and startups.
A prominent figure in the realm of entrepreneurial ventures, Connie Mack has significantly shaped several successful businesses across various sectors. Her background as a dynamic leader includes spearheading innovative initiatives that drive growth and enhance market positioning. Renowned for her strategic insight, she engages actively with emerging markets to identify transformative opportunities and foster partnerships that leverage collective strengths. Mack's commitment to cultivating talent within organizations reinforces her reputation as a mentor in the business community, inspiring future generations of entrepreneurs. As she continues to influence multiple industries through collaboration and foresight, her impact resonates strongly within both established enterprises and startups.
Investment Philosophy & Strategy
Operating with a focus on innovation and strategic partnerships, Connie Mack is poised to drive transformative change within entrepreneurial ecosystems. Her knack for identifying growth opportunities in nascent markets allows her to leverage diverse insights across various sectors. In addition, she actively champions initiatives that prioritize the development of new ideas and technologies, underpinning her belief in cultivating competitive advantages through collaboration. This multifaceted approach not only enhances market positioning but also contributes significantly to sustainable business practices and community engagement. By fostering a culture of mentorship, she prepares the next generation of leaders for success while continuing to redefine traditional business frameworks.
Operating with a focus on innovation and strategic partnerships, Connie Mack is poised to drive transformative change within entrepreneurial ecosystems. Her knack for identifying growth opportunities in nascent markets allows her to leverage diverse insights across various sectors. In addition, she actively champions initiatives that prioritize the development of new ideas and technologies, underpinning her belief in cultivating competitive advantages through collaboration. This multifaceted approach not only enhances market positioning but also contributes significantly to sustainable business practices and community engagement. By fostering a culture of mentorship, she prepares the next generation of leaders for success while continuing to redefine traditional business frameworks.
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:
58.8%
Gain -0.06%
Monthly
0.74%
Yearly
9.23%
Drawdown
18.67%
$1.2B
Equity
Holdings
$1.2B
Investment
$981.84M
$338.14M
Profit -$1.34M
Realized
$118M
Unrealized
$220.14M
Dividends
$81.34M
Goals
Avg. 78.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.06%
Profit
-$1.34M
Win %
78%
This Week
Compared To Last Week
Gain
-0.11%
Profit
-$1.34M
Win %
78%
This Month
Compared to last month
Gain
-1.45%
Profit
-$17.7M
Win %
78%
This Year
Compared to last year
Gain
2.85%
Profit
$33.3M
Win %
76%
PANW Palo Alto Networks, Inc.
+13.09%
+$75,844.1 
PLTR Palantir Technologies Inc.
+3.64%
+$1.81M 
GOOGL Alphabet Inc
+3.22%
+$26,136 
ADP Automatic Data Processing Inc.
+3.12%
+$8,562.51 
GOOG Alphabet Inc
+3.07%
+$1.56M 
META Meta Platforms Inc Class A
+2.71%
+$30,027.13 
MO Altria Group, Inc.
+2.38%
+$20,372.08 
XLC Communication Services Select Sector SPDR Fund
+2.18%
+$377,128.5 
UPS United Parcel Service, Inc.
+2.15%
+$8,495.28 
PM Philip Morris International Inc.
+2%
+$9,873.23 
MSFT Microsoft Corp.
+1.97%
+$1.49M 
LLY Eli Lilly and Company
+1.92%
+$786,078.15 
WMT Walmart Inc.
+1.8%
+$381,885.24 
ABBV AbbVie Inc.
+1.79%
+$917,286.63 
COST Costco Wholesale Corporation
+1.56%
+$744,584.12 
AFL Aflac Inc.
+1.48%
+$4,504.14 
XLV Health Care Select Sector SPDR Fund
+1.43%
+$260,825.61 
VZ Verizon Communications Inc.
+1.36%
+$284,484.24 
V Visa Inc. Class A
+1.32%
+$6,495.28 
XLP Consumer Staples Select Sector SPDR Fund
+1.25%
+$212,958.72 
KO The Coca-Cola Company
+1.22%
+$3,551.8 
BXSL Blackstone Secured Lending Fund
+0.98%
+$172,354.56 
KMB Kimberly-Clark Corporation
+0.95%
+$2,327.79 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$8,998.28 
VRTX Vertex Pharmaceuticals Incorporated
+0.83%
+$2,771.34 
BKNG Booking Holdings Inc.
+0.81%
+$1,771.58 
DMLP Dorchester Minerals, L.P.
+0.74%
+$2,327.6 
HD The Home Depot, Inc.
+0.7%
+$1,579.76 
PG Procter & Gamble Co
+0.59%
+$2,585.16 
USMV iShares MSCI USA Min Vol Factor ETF
+0.58%
+$1,634.72 
OKE ONEOK, Inc.
+0.36%
+$64,342.5 
KMI Kinder Morgan, Inc.
+0.34%
+$51,168.07 
EDV Vanguard Extended Duration Treasury ETF
+0.34%
+$1,220.2 
JNJ Johnson & Johnson
+0.3%
+$1,645.67 
CBRE CBRE Group Inc.
+0.27%
+$2,341.56 
MAIN Main Street Capital Corporation
+0.27%
+$5,494.8 
BIZD VanEck BDC Income ETF
+0.23%
+$6,423.75 
AAPL Apple Inc.
+0.22%
+$109,678.16 
MPC Marathon Petroleum Corporation
+0.15%
+$493.25 
CAH Cardinal Health Inc.
+0.13%
+$472.57 
MELI MercadoLibre, Inc.
+0.09%
+$208.8 
TLT iShares 20+ Year Treasury Bond ETF
+0.09%
+$12,925.92 
RSP Invesco S&P 500 Equal Weight ETF
+0.08%
+$270.47 
DOV Dover Corporation
+0.06%
+$161.28 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$64.68 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$212.9 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
AEHR Aehr Test Systems
-11.96%
-$86,360.28 
GEV GE Vernova Inc.
-8.63%
-$2.07M 
VRT Vertiv Holdings Co
-7.64%
-$1.43M 
ETN Eaton Corporation plc
-7.59%
-$29,494.78 
APLD Applied Digital Corporation
-6.96%
-$519,018 
KLAC KLA Corporation
-6.39%
-$18,041.1 
ANET Arista Networks, Inc.
-5.9%
-$79,338.3 
SLB Schlumberger Limited
-4.89%
-$25,323.09 
SMH VanEck Semiconductor ETF
-4.89%
-$53,559.88 
AVGO Broadcom Inc.
-4.71%
-$1.07M 
AMD Advanced Micro Devices, Inc.
-4.4%
-$27,582.08 
PWR Quanta Services Inc.
-4.4%
-$40,983.87 
HPQ HP Inc.
-4.09%
-$14,166.5 
ROM ProShares Ultra Technology ETF
-3.67%
-$13,022.24 
MS Morgan Stanley
-3.63%
-$7,943.38 
NVDA NVIDIA Corporation
-3.35%
-$1.72M 
PSLV Sprott Physical Silver Trust
-2.53%
-$7,574.23 
CSCO Cisco Systems, Inc.
-1.84%
-$4,183.86 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$633,451.77 
CEF Sprott Physical Gold and Silver Trust
-1.81%
-$7,200 
MMM 3M Company
-1.78%
-$8,255.52 
TSLA Tesla, Inc.
-1.77%
-$3,176.77 
JPM JPMorgan Chase & Co.
-1.71%
-$444,704.71 
PHYS Sprott Physical Gold Trust
-1.54%
-$6,392.29 
IAU iShares Gold Trust
-1.44%
-$8,019.28 
XLI Industrial Select Sector SPDR Fund
-1.4%
-$116,508.48 
XLU Utilities Select Sector SPDR Fund
-1.37%
-$140,390.16 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.33%
-$4,351.42 
RYT Invesco S&P 500 Equal Weight ETF
-1.33%
-$3,182 
BLK BlackRock, Inc.
-1.28%
-$270,661.22 
AMZN Amazon.com Inc
-1.25%
-$671,532 
RTX RTX Corporation
-1.17%
-$372,413.36 
IGM iShares Expanded Tech Sector ETF
-1.07%
-$3,553.3 
XLB Materials Select Sector SPDR Fund
-0.94%
-$67,892.64 
PSX Phillips 66
-0.93%
-$9,343.62 
XLE Energy Select Sector SPDR Fund
-0.92%
-$2,989.2 
NUV Nuveen Municipal Value Fund, Inc.
-0.92%
-$980.4 
CVX Chevron Corporation
-0.89%
-$6,978.01 
IJH iShares Core S&P Mid-Cap ETF
-0.89%
-$9,884.16 
AEP American Electric Power Company, Inc.
-0.88%
-$130,918.81 
EFA iShares MSCI EAFE ETF
-0.81%
-$6,675.32 
AMLP Alerian MLP ETF
-0.79%
-$49,486.8 
VT Vanguard Total World Stock ETF
-0.76%
-$1,588.44 
DKL Delek Logistics Partners L.P.
-0.74%
-$2,520 
VYM Vanguard High Dividend Yield ETF
-0.74%
-$14,288.4 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.7%
-$1,367.1 
VOT Vanguard Mid-Cap Growth ETF
-0.68%
-$4,516.45 
BHK BlackRock Core Bond Trust
-0.67%
-$2,035.97 
XOM Exxon Mobil Corporation
-0.55%
-$102,910.48 
VO Vanguard Mid-Cap ETF
-0.52%
-$1,160.88 
EPD Enterprise Products Partners L.P.
-0.51%
-$2,094.6 
VTV Vanguard Value ETF
-0.49%
-$34,394.8 
MGV Vanguard Mega Cap Value ETF
-0.49%
-$1,417.5 
IVV iShares Core S&P 500 ETF
-0.47%
-$6,052.71 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$9,579.8 
VOO Vanguard S&P 500 ETF
-0.46%
-$3,177.9 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.45%
-$16,823.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$7,015.16 
SCHX Schwab U.S. Large-Cap ETF
-0.43%
-$1,682.85 
VIG Vanguard Dividend Appreciation ETF
-0.38%
-$2,244.95 
PSA Public Storage Common Stock
-0.38%
-$983.36 
EFV iShares MSCI EAFE Value ETF
-0.38%
-$975.26 
XLF Financial Select Sector SPDR Fund
-0.37%
-$85,504.23 
VUG Vanguard Growth ETF
-0.36%
-$3,886.04 
MGK Vanguard Mega Cap Growth ETF
-0.34%
-$96,611.5 
DUK Duke Energy Corporation
-0.31%
-$2,490.75 
NLY Annaly Capital Management, Inc.
-0.27%
-$552.3 
XHB SPDR S&P Homebuilders ETF
-0.21%
-$402.57 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.2%
-$401.2 
MBB iShares MBS ETF
-0.17%
-$181,662.95 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.12%
-$14,934.92 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$1,131.48 
IEI iShares 3-7 Year Treasury Bond ETF
-0.08%
-$48,281.04 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$1,361.33 
IWD iShares Russell 1000 Value ETF
-0.07%
-$419.71 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.04%
-$90.5 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$8,000.85 
QUAL iShares MSCI USA Quality Factor ETF
-0.02%
-$98.65 
TIP iShares TIPS Bond ETF
-0.01%
-$52.88 Events
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Dividends
Dividend Analysis
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| Trades 2247 | Longs Won 1365/2247 60% | Profit Factor 3.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $956,514.59 |
| Average Win $354,763.73 | Best Trade (Sep 04) $12.69M | Sharpe Ratio -0.07 |
| Average Loss -$165,661.58 | Worst Trade (Sep 30) -$10.89M | Z-Score -5.31 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 1d | Expectancy $150,484.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,246 | 6,522 | 5,797 | 5,072 | 4,348 | 3,623 | 2,899 | 2,174 | 1,449 | 725 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 150,242 | $39.06M | $50.03M | - | $10.97M | 28.09% | +0.22% |
| ABBV AbbVie Inc. | 198,762 | $33.12M | $52.02M | - | $18.9M | 57.08% | +1.795% |
| ADP Automatic Data Processing Inc. | 1,023 | $246,363.62 | $282,992.49 | - | $36,628.87 | 14.87% | +3.12% |
| AEHR Aehr Test Systems | 7,629 | $282,883.75 | $636,029.73 | - | $353,145.98 | 124.84% | -11.955% |
| AEP American Electric Power Company, Inc. | 120,109 | $16.43M | $14.68M | - | -$1.75M | -10.65% | -0.884% |
| AFL Aflac Inc. | 2,634 | $219,364.5 | $308,151.66 | - | $88,787.16 | 40.47% | +1.483% |
| AGG iShares Core U.S. Aggregate Bond ETF | 18,151 | $1.79M | $1.74M | - | -$47,811.3 | -2.67% | -0.078% |
| AMD Advanced Micro Devices, Inc. | 1,214 | $168,013.79 | $598,999.74 | - | $430,985.95 | 256.52% | -4.402% |
| AMLP Alerian MLP ETF | 112,470 | $5.57M | $6.24M | - | $672,322.92 | 12.08% | -0.787% |
| AMZN Amazon.com Inc | 209,200 | $39.16M | $53.05M | - | $13.89M | 35.46% | -1.25% |
| ANET Arista Networks, Inc. | 6,735 | $744,920.2 | $1.26M | - | $519,980.15 | 69.8% | -5.902% |
| APLD Applied Digital Corporation | 282,075 | $10.52M | $6.93M | - | -$3.59M | -34.1% | -6.964% |
| AVGO Broadcom Inc. | 62,704 | $23.45M | $21.63M | - | -$1.82M | -7.77% | -4.713% |
| BHK BlackRock Core Bond Trust | 34,508 | $361,367.78 | $299,909.03 | - | -$61,458.75 | -17.01% | -0.674% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 42,579 | $3.91M | $3.9M | - | -$9,030.54 | -0.23% | +0.005% |
| BIZD VanEck BDC Income ETF | 214,125 | $2.71M | $2.8M | - | $89,932.01 | 3.32% | +0.23% |
| BKNG Booking Holdings Inc. | 1,252 | $210,853.08 | $219,519.42 | - | $8,666.34 | 4.11% | +0.814% |
| BLK BlackRock, Inc. | 19,606 | $21.48M | $20.9M | - | -$585,445.68 | -2.73% | -1.279% |
| BRK-B Berkshire Hathaway Inc. | 1,982 | $996,251.65 | $1.02M | - | $24,299.97 | 2.44% | +0.89% |
| BXSL Blackstone Secured Lending Fund | 718,144 | $17.03M | $17.7M | - | $675,057.59 | 3.96% | +0.983% |
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FAQ
Which stocks have generated the highest profits for Mack, Connie?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $19.16M, Palo Alto Networks, Inc - $16.24M, GE Vernova Inc - $14.86M, AbbVie Inc - $14.43M, and NVIDIA Corporation - $10.88M. 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: iShares 20+ Year Treasury Bond ETF - $22.39M, Meta Platforms Inc Class A - $7.42M, Nine Energy Service, Inc - $6.49M, iShares Gold Trust - $2.85M, and NextEra Energy, Inc - $2.78M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mack, Connie's portfolio generate?
The portfolio generates substantial dividend income, with a total of $81.34M earned over time. The largest contributors to dividend income include iShares 3-7 Year Treasury Bond ETF - $7.68M, iShares 1-3 Year Treasury Bond ETF - $5.38M, AbbVie Inc - $4.69M, iShares 20+ Year Treasury Bond ETF - $4.5M, and SPDR Bloomberg 1-3 Month T-Bill ETF - $4.09M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mack, Connie's monthly returns?
Mack, Connie's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Mack, Connie's strategy be considered aggressive or moderate?
Mack, Connie'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 Mack, Connie's strategy?
Mack, Connie's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
