KMW
Kelli M. Wright Portfolio
Invests via Willis Investment Counsel | Managed by Kelli M. Wright
Invests via Willis Investment Counsel
Managed by Kelli M. Wright
Automatically Tracked
Kelli M. Wright Profile
Kelli M. Wright is a distinguished entrepreneur with extensive experience in the health and wellness sector, where she has successfully founded and led multiple ventures focused on holistic care solutions. With an emphasis on innovation, her companies have consistently set new standards in client engagement and service delivery within the industry. Known for her ability to identify emerging market trends, Wright has adeptly positioned her businesses to capitalize on shifting consumer preferences toward preventative health measures. Her thought leadership not only drives operational success but also fosters a strong network of strategic partnerships that enhance overall business growth.
Kelli M. Wright is a distinguished entrepreneur with extensive experience in the health and wellness sector, where she has successfully founded and led multiple ventures focused on holistic care solutions. With an emphasis on innovation, her companies have consistently set new standards in client engagement and service delivery within the industry. Known for her ability to identify emerging market trends, Wright has adeptly positioned her businesses to capitalize on shifting consumer preferences toward preventative health measures. Her thought leadership not only drives operational success but also fosters a strong network of strategic partnerships that enhance overall business growth.
Investment Philosophy & Strategy
In the evolving landscape of health and wellness, strategic foresight is crucial for tapping into transformative opportunities. Kelli M. Wright’s entrepreneurial acumen enables her to navigate shifting market dynamics with precision. Her approach emphasizes innovation-driven growth while prioritizing holistic care solutions that resonate with contemporary consumer preferences. By leveraging a robust network of partnerships, she actively enhances operational capabilities and service offerings in her ventures. This ability to identify key trends positions her companies at the forefront of preventative health initiatives, fostering sustainable business practices that prioritize long-term client engagement.
In the evolving landscape of health and wellness, strategic foresight is crucial for tapping into transformative opportunities. Kelli M. Wright’s entrepreneurial acumen enables her to navigate shifting market dynamics with precision. Her approach emphasizes innovation-driven growth while prioritizing holistic care solutions that resonate with contemporary consumer preferences. By leveraging a robust network of partnerships, she actively enhances operational capabilities and service offerings in her ventures. This ability to identify key trends positions her companies at the forefront of preventative health initiatives, fostering sustainable business practices that prioritize long-term client engagement.
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:
40.44%
Gain +3.87%
Monthly
0.78%
Yearly
9.82%
Drawdown
15.91%
$2.19B
Equity
Holdings
$2.19B
Investment
$1.63B
$1.38B
Profit +$63.17M
Realized
$819.4M
Unrealized
$561.04M
Dividends
$471.21M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
3.87%
Profit
$63.17M
Win %
75%
This Week
Compared To Last Week
Gain
3.51%
Profit
$74.2M
Win %
75%
This Month
Compared to last month
Gain
3.51%
Profit
$74.2M
Win %
75%
This Year
Compared to last year
Gain
6.2%
Profit
$127.79M
Win %
74%
QXO Qxo Inc.
+6.52%
+$24,730.2 
MXCT MaxCyte, Inc.
+6.31%
+$60,393.06 
GLW Corning Incorporated
+5.41%
+$23,453.59 
NRC National Research Corporation
+4.42%
+$373,915.1 
FDS FactSet Research Systems Inc.
+4.01%
+$561,741.72 
PAR Par Technology Corporation
+3.88%
+$27,967.9 
ZBRA Zebra Technologies Corporation
+3.34%
+$208,848 
LOGI Logitech International S.A.
+3.24%
+$240,606.92 
SMMT Summit Therapeutics Inc.
+3.1%
+$4,200 
BHP BHP Group Ltd.
+2.86%
+$831,409.89 
TXN Texas Instruments Inc
+2.76%
+$1.82M 
ACN Accenture plc Class A
+2.67%
+$1.22M 
ALGN Align Technology, Inc.
+2.66%
+$126,297.9 
NVDA NVIDIA Corporation
+2.28%
+$417,377.73 
IAU iShares Gold Trust
+2.25%
+$4,950 
LOW Lowe's Companies Inc.
+2.25%
+$409,434.22 
AMAT Applied Materials, Inc.
+2.24%
+$368,016.01 
FLO Flowers Foods, Inc.
+2.14%
+$1,595.57 
PFE Pfizer Inc.
+2.1%
+$1M 
STRL Sterling Infrastructure, Inc.
+2.03%
+$88,699.14 
ADBE Adobe Inc.
+1.89%
+$509,667.82 
WAT Waters Corporation
+1.82%
+$286,146.81 
AVY Avery Dennison Corporation
+1.79%
+$107,820.61 
HD The Home Depot, Inc.
+1.74%
+$685,109.89 
SHW The Sherwin-Williams Company
+1.72%
+$178,741.21 
IBM International Business Machines Corporation
+1.59%
+$7,283.76 
AOS A. O. Smith Corporation
+1.52%
+$73,176.96 
VENU Venu Holding Corp.
+1.5%
+$6,558.99 
TSCO Tractor Supply Company
+1.44%
+$372,256.43 
MDT Medtronic plc
+1.43%
+$509,882.97 
TTC The Toro Company
+1.43%
+$66,381 
SNY Sanofi American Depositary Receipt
+1.42%
+$367,403 
DLB Dolby Laboratories Inc.
+1.36%
+$33,078.82 
IJH iShares Core S&P Mid-Cap ETF
+1.36%
+$16,891.38 
DRI Darden Restaurants, Inc.
+1.35%
+$348,838.78 
GD General Dynamics Corporation
+1.33%
+$341,143.54 
BMI Badger Meter Inc.
+1.26%
+$31,802.41 
HUBB Hubbell Inc.
+1.25%
+$207,463.72 
UPS United Parcel Service, Inc.
+1.24%
+$139,640.32 
MMM 3M Company
+1.21%
+$320,109.73 
KEYS Keysight Technologies, Inc.
+1.2%
+$383,099.86 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$2,509.5 
IEFA iShares Core MSCI EAFE ETF
+1.09%
+$2,871.07 
INTU Intuit Inc.
+1.02%
+$52,869.2 
FTDR Frontdoor, Inc.
+0.99%
+$106,710.11 
QLYS Qualys, Inc.
+0.99%
+$102,880.8 
DE Deere & Company
+0.96%
+$202,805.66 
JNJ Johnson & Johnson
+0.88%
+$696,343.5 
LMT Lockheed Martin Corporation
+0.87%
+$488,114.25 
MEDP Medpace Holdings Inc.
+0.87%
+$75,314.95 
EMR Emerson Electric Co.
+0.84%
+$183,744 
ABBV AbbVie Inc.
+0.83%
+$2,068.48 
JBTM JBT Marel Corporation
+0.8%
+$26,853.09 
AMZN Amazon.com Inc
+0.8%
+$4,126.72 
DUK Duke Energy Corporation
+0.78%
+$154,532.2 
LH Labcorp Holdings Inc.
+0.77%
+$184,532.3 
COP ConocoPhillips
+0.73%
+$233,070.85 
SPGI S&P Global Inc.
+0.72%
+$49,098.35 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$3,533.83 
RSP Invesco S&P 500 Equal Weight ETF
+0.69%
+$140,248.43 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.69%
+$1,871.13 
VRSN Verisign Inc.
+0.67%
+$30,052.71 
VO Vanguard Mid-Cap ETF
+0.67%
+$5,647.4 
VOO Vanguard S&P 500 ETF
+0.59%
+$5,086.15 
LAMR Lamar Advertising Company
+0.58%
+$31,443.89 
OEF iShares S&P 100 ETF
+0.55%
+$3,416.72 
TECH Bio-Techne Corporation
+0.55%
+$14,875.31 
GNRC Generac Holdings Inc.
+0.49%
+$118,555.94 
CSCO Cisco Systems, Inc.
+0.45%
+$477,469.08 
HXL Hexcel Corporation
+0.43%
+$16,786 
PEP PepsiCo, Inc.
+0.42%
+$139,397.87 
DTD WisdomTree U.S. Total Dividend Fund
+0.41%
+$1,956.4 
AEP American Electric Power Company, Inc.
+0.39%
+$99,488.62 
T AT&T Inc.
+0.36%
+$86,190.85 
ROST Ross Stores, Inc.
+0.34%
+$40,231.82 
JPM JPMorgan Chase & Co.
+0.33%
+$91,024.44 
META Meta Platforms Inc Class A
+0.33%
+$37,087.42 
AAPL Apple Inc.
+0.28%
+$99,042.54 
DCI Donaldson Company, Inc.
+0.26%
+$21,253.7 
KO The Coca-Cola Company
+0.24%
+$2,596.12 
MRK Merck & Co., Inc.
+0.16%
+$62,556.53 
VZ Verizon Communications Inc.
+0.13%
+$33,478.84 
LQDT Liquidity Services Inc.
+0.12%
+$9,672.57 
ETN Eaton Corporation plc
+0.11%
+$36,947.81 
MSFT Microsoft Corp.
+0.01%
+$3,636.83 
30233Q108
0%
$0 
62847T202
0%
$0 
F42674113
0%
$0 
PSWS
0%
$0 
XPOF Xponential Fitness Inc.
-20.91%
-$39,900 
ZTS Zoetis Inc.
-5.97%
-$791,749.06 
SUN Sunoco L.P.
-4.02%
-$14,453.68 
EVTC Evertec, Inc.
-3.54%
-$164,879.62 
MA Mastercard Incorporated
-2.29%
-$397,557.9 
CAT Caterpillar Inc.
-1.72%
-$803,818.28 
AFL Aflac Inc.
-1.63%
-$668,560.64 
VLO Valero Energy Corporation
-1.56%
-$493,336.91 
CVX Chevron Corporation
-1.42%
-$267,670.36 
MSI Motorola Solutions, Inc.
-1.4%
-$216,789.9 
SHEL Shell plc
-1.23%
-$321,208.8 
GIL Gildan Activewear Inc.
-1.14%
-$87,902.76 
CB Chubb Limited
-1.05%
-$605,894.84 
GOOGL Alphabet Inc
-0.98%
-$174,289.5 
GOOG Alphabet Inc
-0.91%
-$4,392.79 
PG Procter & Gamble Co
-0.82%
-$252,290.85 
MSM MSC Industrial Direct Co., Inc.
-0.81%
-$31,258 
ADP Automatic Data Processing Inc.
-0.79%
-$321,283 
JKHY Jack Henry & Associates, Inc.
-0.67%
-$51,017.4 
MCD McDonald's Corporation
-0.64%
-$149,962.56 
WM Waste Management, Inc.
-0.58%
-$91,958.46 
LLY Eli Lilly and Company
-0.58%
-$123,596.33 
AXP American Express Company
-0.47%
-$108,282.28 
CLX The Clorox Company
-0.46%
-$110,064 
PAYC Paycom Software, Inc.
-0.45%
-$38,035.42 
MU Micron Technology, Inc.
-0.44%
-$2,658.78 
GWW W.W. Grainger, Inc.
-0.42%
-$108,951.43 
HSY The Hershey Company
-0.41%
-$143,055.76 
WFC Wells Fargo & Company
-0.41%
-$994 
FTNT Fortinet Inc.
-0.3%
-$112,433.2 
WMT Walmart Inc.
-0.22%
-$456.5 
SO The Southern Company
-0.21%
-$889.4 
UI Ubiquiti Inc.
-0.2%
-$7,897.17 
ABT Abbott Laboratories
-0.14%
-$51,802.35 
DGX Quest Diagnostics Inc.
-0.12%
-$42,420 
PAYX Paychex Inc.
-0.07%
-$39,754.42 Events
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Dividends
Dividend Analysis
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| Trades 5370 | Longs Won 3558/5370 66% | Profit Factor 4.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.37M |
| Average Win $504,151.53 | Best Trade (Aug 10) $52.02M | Sharpe Ratio -17.71 |
| Average Loss -$228,107.18 | Worst Trade (Sep 30) -$10.34M | Z-Score 2.97 (99.7%) |
| Commissions $0 | Avg. Trade Length 2y 2m 3d | Expectancy $257,065.35 |
| 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 | 9,615 | 8,654 | 7,692 | 6,731 | 5,769 | 4,808 | 3,846 | 2,885 | 1,923 | 962 |
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 Kelli M. Wright?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $78.69M, Caterpillar Inc - $53.38M, Cisco Systems, Inc - $48.51M, Johnson & Johnson - $38.14M, and Texas Instruments Inc - $37.69M. 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: Occidental Petroleum Corporation - $21.55M, Wells Fargo & Company - $8.42M, Advance Auto Parts Inc - $5.51M, Truist Financial Corporation - $4.92M, and Diamond Offshore Drilling, Inc - $4.61M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kelli M. Wright's portfolio generate?
The portfolio generates substantial dividend income, with a total of $471.21M earned over time. The largest contributors to dividend income include Pfizer Inc - $18.72M, Johnson & Johnson - $14.86M, Cisco Systems, Inc - $14.41M, BHP Group Ltd - $13.71M, and Verizon Communications Inc - $13.31M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kelli M. Wright's monthly returns?
Kelli M. Wright'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 Kelli M. Wright's strategy be considered aggressive or moderate?
Kelli M. Wright's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Kelli M. Wright's strategy?
Kelli M. Wright's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
