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:
44.6%
Gain +1.03%
Monthly
0.76%
Yearly
9.48%
Drawdown
15.91%
$2.15B
Equity
Holdings
$2.15B
Investment
$1.63B
$1.34B
Profit +$16.35M
Realized
$819.4M
Unrealized
$521.33M
Dividends
$476.87M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.03%
Profit
$16.35M
Win %
68%
This Week
Compared To Last Week
Gain
1.13%
Profit
$23.92M
Win %
68%
This Month
Compared to last month
Gain
2.17%
Profit
$45.64M
Win %
68%
This Year
Compared to last year
Gain
4.27%
Profit
$88.08M
Win %
68%
STRL Sterling Infrastructure, Inc.
+7.01%
+$299,227.04 
GLW Corning Incorporated
+5.42%
+$23,784.28 
SUN Sunoco L.P.
+4.77%
+$16,284.81 
QXO Qxo Inc.
+4.12%
+$12,240.2 
XPOF Xponential Fitness Inc.
+3.98%
+$5,535 
GNRC Generac Holdings Inc.
+3.54%
+$869,211.87 
ZBRA Zebra Technologies Corporation
+3.37%
+$217,311.84 
UI Ubiquiti Inc.
+2.83%
+$120,350.72 
FTNT Fortinet Inc.
+2.8%
+$1.19M 
ETN Eaton Corporation plc
+2.53%
+$842,854.35 
CLX The Clorox Company
+2.38%
+$447,135 
GIL Gildan Activewear Inc.
+2.3%
+$124,528.91 
INTU Intuit Inc.
+2.2%
+$101,211.84 
CSCO Cisco Systems, Inc.
+2.15%
+$2.14M 
CAT Caterpillar Inc.
+2.13%
+$984,987.95 
LOW Lowe's Companies Inc.
+1.93%
+$288,766.46 
SPGI S&P Global Inc.
+1.91%
+$125,007.05 
PG Procter & Gamble Co
+1.86%
+$569,486.4 
TSCO Tractor Supply Company
+1.81%
+$433,032.99 
HD The Home Depot, Inc.
+1.78%
+$566,034.15 
VENU Venu Holding Corp.
+1.75%
+$5,465.82 
LLY Eli Lilly and Company
+1.68%
+$345,385.89 
MRK Merck & Co., Inc.
+1.63%
+$709,984.22 
AMZN Amazon.com Inc
+1.55%
+$7,393.68 
CB Chubb Limited
+1.55%
+$833,921.63 
MSFT Microsoft Corp.
+1.47%
+$932,226.17 
HXL Hexcel Corporation
+1.46%
+$47,878.25 
BMI Badger Meter Inc.
+1.41%
+$32,354.08 
DCI Donaldson Company, Inc.
+1.39%
+$101,363.8 
ALGN Align Technology, Inc.
+1.39%
+$54,668.53 
DRI Darden Restaurants, Inc.
+1.35%
+$330,480 
SO The Southern Company
+1.31%
+$4,891.7 
WMT Walmart Inc.
+1.23%
+$2,364.67 
MSM MSC Industrial Direct Co., Inc.
+1.17%
+$47,512.16 
SHW The Sherwin-Williams Company
+1.11%
+$101,363.44 
AOS A. O. Smith Corporation
+1.11%
+$48,022.38 
NVDA NVIDIA Corporation
+1.08%
+$215,564.74 
AEP American Electric Power Company, Inc.
+1.07%
+$259,888.64 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.06%
+$2,970.64 
COP ConocoPhillips
+1.05%
+$370,174.09 
ADP Automatic Data Processing Inc.
+1.04%
+$402,710.84 
AVY Avery Dennison Corporation
+1.03%
+$60,476.5 
VO Vanguard Mid-Cap ETF
+1.03%
+$8,472.13 
AFL Aflac Inc.
+1.01%
+$369,980.16 
PEP PepsiCo, Inc.
+1.01%
+$302,745.7 
HUBB Hubbell Inc.
+1%
+$156,743.17 
SHEL Shell plc
+0.97%
+$274,487.52 
LOGI Logitech International S.A.
+0.96%
+$69,876.86 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.85%
+$4,211.91 
PAYX Paychex Inc.
+0.84%
+$392,857.92 
IJH iShares Core S&P Mid-Cap ETF
+0.84%
+$10,021.68 
OEF iShares S&P 100 ETF
+0.84%
+$5,295.89 
RSP Invesco S&P 500 Equal Weight ETF
+0.82%
+$160,682.4 
DUK Duke Energy Corporation
+0.8%
+$146,525.36 
VOO Vanguard S&P 500 ETF
+0.8%
+$6,876.66 
DTD WisdomTree U.S. Total Dividend Fund
+0.79%
+$3,643.8 
QQQ Invesco QQQ Trust, Series 1
+0.77%
+$1,744.92 
EMR Emerson Electric Co.
+0.71%
+$161,472 
IBM International Business Machines Corporation
+0.68%
+$2,937 
KO The Coca-Cola Company
+0.68%
+$7,408.44 
TXN Texas Instruments Inc
+0.64%
+$445,348.58 
FLO Flowers Foods, Inc.
+0.62%
+$360.29 
MA Mastercard Incorporated
+0.61%
+$104,508.56 
KEYS Keysight Technologies, Inc.
+0.6%
+$220,542.89 
SNY Sanofi American Depositary Receipt
+0.59%
+$141,540.5 
WM Waste Management, Inc.
+0.59%
+$83,380.59 
AXP American Express Company
+0.56%
+$115,726.7 
LMT Lockheed Martin Corporation
+0.55%
+$269,570 
FTDR Frontdoor, Inc.
+0.55%
+$50,957.07 
IAU iShares Gold Trust
+0.54%
+$1,155 
VRSN Verisign Inc.
+0.51%
+$22,787.91 
GOOGL Alphabet Inc
+0.49%
+$84,161.91 
IEFA iShares Core MSCI EAFE ETF
+0.48%
+$1,237.98 
PFE Pfizer Inc.
+0.46%
+$227,313.5 
CVX Chevron Corporation
+0.45%
+$92,884.61 
WFC Wells Fargo & Company
+0.42%
+$952 
HSY The Hershey Company
+0.4%
+$123,981 
DE Deere & Company
+0.37%
+$86,525.66 
TTC The Toro Company
+0.31%
+$14,698.65 
JNJ Johnson & Johnson
+0.3%
+$233,665.02 
ABBV AbbVie Inc.
+0.3%
+$808.95 
ZTS Zoetis Inc.
+0.27%
+$32,631.74 
GOOG Alphabet Inc
+0.26%
+$1,214.33 
MSI Motorola Solutions, Inc.
+0.22%
+$33,089 
GD General Dynamics Corporation
+0.19%
+$41,895 
MMM 3M Company
+0.19%
+$45,520.4 
MU Micron Technology, Inc.
+0.13%
+$965.6 
MCD McDonald's Corporation
+0.12%
+$24,501.24 
META Meta Platforms Inc Class A
+0.1%
+$14,525.25 
BHP BHP Group Ltd.
+0.09%
+$26,499.12 
ADBE Adobe Inc.
+0.09%
+$21,799.46 
UPS United Parcel Service, Inc.
+0.08%
+$8,182.05 
T AT&T Inc.
+0.06%
+$15,210.15 
AAPL Apple Inc.
+0.06%
+$22,257 
JBTM JBT Marel Corporation
+0.02%
+$685.02 
JPM JPMorgan Chase & Co.
0%
+$777.98 
PAR Par Technology Corporation
0%
$0 PSWS
PSWS
0%
$0 6284
62847T202
0%
$0 3023
30233Q108
0%
$0 F426
F42674113
0%
$0 
MEDP Medpace Holdings Inc.
-2.44%
-$224,904.7 
AMAT Applied Materials, Inc.
-2.15%
-$362,723.68 
DGX Quest Diagnostics Inc.
-1.49%
-$524,190 
MXCT MaxCyte, Inc.
-1.39%
-$12,941.37 
QLYS Qualys, Inc.
-1.31%
-$148,605.6 
DLB Dolby Laboratories Inc.
-1.16%
-$27,499.26 
SMMT Summit Therapeutics Inc.
-1.04%
-$1,800 
NRC National Research Corporation
-0.91%
-$82,609.15 
WAT Waters Corporation
-0.88%
-$151,732.41 
ABT Abbott Laboratories
-0.87%
-$302,179.68 
VZ Verizon Communications Inc.
-0.81%
-$207,181.69 
VLO Valero Energy Corporation
-0.63%
-$275,352 
FDS FactSet Research Systems Inc.
-0.33%
-$46,939.32 
ROST Ross Stores, Inc.
-0.31%
-$32,370.8 
LH Labcorp Holdings Inc.
-0.3%
-$69,292.73 
LQDT Liquidity Services Inc.
-0.29%
-$24,180.12 
MDT Medtronic plc
-0.21%
-$76,689.71 
TECH Bio-Techne Corporation
-0.17%
-$4,519.08 
GWW W.W. Grainger, Inc.
-0.16%
-$41,811.56 
JKHY Jack Henry & Associates, Inc.
-0.15%
-$10,689.36 
PAYC Paycom Software, Inc.
-0.08%
-$7,131.6 
LAMR Lamar Advertising Company
-0.07%
-$3,550.16 
EVTC Evertec, Inc.
-0.02%
-$752.87 
ACN Accenture plc Class A
-0.01%
-$5,320.26 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5370 | Longs Won 3495/5370 65% | Profit Factor 4.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.36M |
| Average Win $509,297.72 | Best Trade (Aug 13) $53.59M | Sharpe Ratio -17.71 |
| Average Loss -$234,274.35 | Worst Trade (Sep 30) -$10.34M | Z-Score -0.15 (12.27%) |
| Commissions $0 | Avg. Trade Length 2y 2m 1w 5d | Expectancy $249,670.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,174 | 8,257 | 7,339 | 6,422 | 5,505 | 4,587 | 3,670 | 2,752 | 1,835 | 917 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 3023 30233Q108 | 246,874 | $33,752.61 | $33,752.61 | - | - | - | 0.0 |
| 6284 62847T202 | 10,360 | $6 | $6 | - | - | - | 0.0 |
| AAPL Apple Inc. | 111,285 | $16.43M | $37.07M | - | $20.64M | 125.6% | +0.06% |
| ABBV AbbVie Inc. | 1,024 | $207,007.06 | $272,947.2 | - | $65,940.14 | 31.85% | +0.297% |
| ABT Abbott Laboratories | 345,349 | $39.37M | $34.27M | - | -$5.1M | -12.96% | -0.874% |
| ACN Accenture plc Class A | 265,973 | $59.84M | $51.87M | - | -$7.97M | -13.32% | -0.01% |
| ADBE Adobe Inc. | 103,802 | $26.95M | $24.81M | - | -$2.14M | -7.93% | +0.088% |
| ADP Automatic Data Processing Inc. | 148,056 | $31.54M | $38.94M | - | $7.39M | 23.44% | +1.045% |
| AEP American Electric Power Company, Inc. | 203,038 | $17.99M | $24.57M | - | $6.57M | 36.54% | +1.069% |
| AFL Aflac Inc. | 324,544 | $17.63M | $36.84M | - | $19.21M | 108.99% | +1.014% |
| ALGN Align Technology, Inc. | 28,035 | $4.76M | $4M | - | -$761,520.91 | -16% | +1.386% |
| AMAT Applied Materials, Inc. | 31,135 | $7.47M | $16.52M | - | $9.06M | 121.29% | -2.148% |
| AMZN Amazon.com Inc | 1,893 | $441,063.22 | $483,293.88 | - | $42,230.66 | 9.57% | +1.554% |
| AOS A. O. Smith Corporation | 76,226 | $5.25M | $4.39M | - | -$860,102 | -16.38% | +1.106% |
| AVY Avery Dennison Corporation | 34,558 | $5.79M | $5.94M | - | $144,645.38 | 2.5% | +1.029% |
| AXP American Express Company | 67,676 | $13.48M | $20.69M | - | $7.22M | 53.55% | +0.562% |
| BHP BHP Group Ltd. | 331,239 | $17.4M | $28.79M | - | $11.39M | 65.46% | +0.092% |
| BMI Badger Meter Inc. | 18,383 | $2.73M | $2.33M | - | -$399,462.59 | -14.64% | +1.409% |
| CAT Caterpillar Inc. | 54,570 | $18.71M | $47.27M | - | $28.56M | 152.67% | +2.128% |
| CB Chubb Limited | 162,875 | $32.15M | $54.66M | - | $22.52M | 70.04% | +1.549% |
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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 - $78.8M, Caterpillar Inc - $53.38M, Cisco Systems, Inc - $48.51M, Johnson & Johnson - $38.56M, 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 $476.87M earned over time. The largest contributors to dividend income include Pfizer Inc - $18.72M, Johnson & Johnson - $15.27M, Cisco Systems, Inc - $14.41M, BHP Group Ltd - $14.37M, 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.
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