MTW
Mary Therese Walsh Portfolio
Invests via WIN ADVISORS Inc. | Managed by Mary Therese Walsh, Denis Stephen Walsh
Invests via WIN ADVISORS Inc.
Managed by Mary Therese Walsh, Denis Stephen Walsh
Automatically Tracked
Mary Therese Walsh Profile
With a robust background in finance and corporate leadership, Mary Therese Walsh stands out as an accomplished executive and strategic advisor. She has held pivotal roles across multiple high-growth organizations, driving initiatives that enhance operational efficiency and market competitiveness. Her extensive experience in developing cross-functional teams enables her to influence significant organizational change effectively. Known for fostering strong client relationships, she plays a vital role in navigating complex business landscapes while guiding corporations toward sustainable growth avenues. Walsh’s insights into financial structuring make her a key contributor to the evolution of modern business practices.
With a robust background in finance and corporate leadership, Mary Therese Walsh stands out as an accomplished executive and strategic advisor. She has held pivotal roles across multiple high-growth organizations, driving initiatives that enhance operational efficiency and market competitiveness. Her extensive experience in developing cross-functional teams enables her to influence significant organizational change effectively. Known for fostering strong client relationships, she plays a vital role in navigating complex business landscapes while guiding corporations toward sustainable growth avenues. Walsh’s insights into financial structuring make her a key contributor to the evolution of modern business practices.
Investment Philosophy & Strategy
Mary Therese Walsh approaches investment opportunities with a focus on operational excellence and strategic growth. Leveraging her extensive leadership experience, she seeks to identify companies poised for transformative initiatives that enhance their competitive edge. By emphasizing strong organizational frameworks, she nurtures cross-functional collaboration and client engagement, ultimately steering firms towards sustainable financial practices. Her unique ability to navigate complex market dynamics enables her to evaluate investments through a lens of long-term value creation, making informed decisions that reflect both risk tolerance and opportunity potential.
Mary Therese Walsh approaches investment opportunities with a focus on operational excellence and strategic growth. Leveraging her extensive leadership experience, she seeks to identify companies poised for transformative initiatives that enhance their competitive edge. By emphasizing strong organizational frameworks, she nurtures cross-functional collaboration and client engagement, ultimately steering firms towards sustainable financial practices. Her unique ability to navigate complex market dynamics enables her to evaluate investments through a lens of long-term value creation, making informed decisions that reflect both risk tolerance and opportunity potential.
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:
37.57%
Gain -1.12%
Monthly
0.25%
Yearly
3.03%
Drawdown
19.79%
$253.29M
Equity
Holdings
$253.29M
Investment
$255.77M
-$12.09M
Profit -$2.85M
Realized
-$9.6M
Unrealized
-$2.48M
Dividends
$18.41M
Goals
Avg. 26% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.12%
Profit
-$2.85M
Win %
57%
This Week
Compared To Last Week
Gain
-5.41%
Profit
-$14.5M
Win %
57%
This Month
Compared to last month
Gain
-4.71%
Profit
-$12.53M
Win %
57%
This Year
Compared to last year
Gain
-9.69%
Profit
-$27.17M
Win %
63%
F Ford Motor Company
+2.41%
+$3,553.08 
SPG Simon Property Group, Inc.
+2.09%
+$3,809.7 
TROW T. Rowe Price Group, Inc.
+1.9%
+$4,424.49 
XLC Communication Services Select Sector SPDR Fund
+1.64%
+$40,464.06 
BNS Bank of Nova Scotia
+1.27%
+$3,155.61 
FNY First Trust Mid Cap Growth Fund
+0.81%
+$17,570.52 
TPIF Timothy Plan International ETF
+0.79%
+$4,646.09 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.74%
+$3,365.66 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.7%
+$6,931.87 
TPLC Timothy Plan US Large/Mid Cap Core ETF
+0.64%
+$3,903.8 
TPHD Timothy Plan High Dividend Stock ETF
+0.61%
+$3,801.98 
QGRO American Century U.S. Quality Growth ETF
+0.54%
+$23,856.84 
JSML Janus Henderson Small Cap Growth Alpha Fund
+0.47%
+$2,715.77 
SUSL iShares ESG MSCI USA Leaders ETF
+0.45%
+$2,086.51 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$25,470.76 
CATH Global X S&P 500 Catholic Values ETF
+0.35%
+$2,212.9 
SCHX Schwab U.S. Large-Cap ETF
+0.27%
+$631.43 
GSUS Goldman Sachs MarketBeta U.S.
+0.23%
+$1,492.56 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.22%
+$2,202.09 
SPHQ Invesco S&P 500 Quality ETF
+0.19%
+$15,657.6 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.16%
+$1,696.58 
MEAR iShares Short Maturity Bond ETF
+0.14%
+$1,360.17 
GSY Invesco Ultra Short Duration ETF
+0.11%
+$505.76 
AGZD WisdomTree Trust
+0.08%
+$7,851.6 
MGC Vanguard Mega Cap ETF
+0.08%
+$7,175.48 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$125.22 
NULG Nuveen ESG Large-Cap Growth ETF
+0.02%
+$2,475.37 
MU Micron Technology, Inc.
+0.02%
+$841.5 
DELL Dell Technologies Inc.
-8.41%
-$257,438.24 
COHR Coherent Corp.
-6.76%
-$15,566.25 
VRT Vertiv Holdings Co
-5.94%
-$183,473.64 
KEYS Keysight Technologies, Inc.
-5.76%
-$32,378.31 
STX Seagate Technology Holdings plc
-5.42%
-$132,375.6 
WDC Western Digital Corporation
-4.93%
-$83,124.1 
FLEX Flex Ltd.
-4.66%
-$16,637.4 
LRCX Lam Research Corporation
-4.33%
-$95,845.14 
INTC Intel Corporation
-3.8%
-$160,326.59 
CSCO Cisco Systems, Inc.
-3.73%
-$26,644.16 
SNDK SanDisk Corporation
-3.59%
-$143,553.35 
JBL Jabil Inc.
-3.43%
-$75,997.88 
AMAT Applied Materials, Inc.
-3.42%
-$86,321.31 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-3.22%
-$83,606.16 
BE Bloom Energy Corporation
-3.13%
-$14,837.69 
MRVL Marvell Technology, Inc.
-2.98%
-$69,159.91 
AMD Advanced Micro Devices, Inc.
-2.87%
-$159,884.55 
CRWD CrowdStrike Holdings, Inc.
-2.76%
-$187,303.41 
GEV GE Vernova Inc.
-2.64%
-$65,627.36 
CAT Caterpillar Inc.
-2.6%
-$11,178.65 
MTZ MasTec, Inc. Common Stock
-2.13%
-$22,873.56 
AVGO Broadcom Inc.
-2.07%
-$36,043.59 
FTNT Fortinet Inc.
-2.02%
-$52,856.37 
MTUM iShares MSCI USA Momentum Factor ETF
-1.7%
-$264,856.08 
PANW Palo Alto Networks, Inc.
-1.69%
-$50,177.98 
XMMO Invesco S&P MidCap Momentum ETF
-1.6%
-$175,645.29 
PWB Invesco Large Cap Growth ETF
-1.24%
-$234,123.54 
SPMO Invesco S&P 500 Momentum ETF
-1.19%
-$102,994.72 
ILCB iShares Morningstar U.S. Equity ETF
-1.09%
-$45,392.24 
BIBL Inspire 100 ETF
-0.66%
-$3,098.8 
VFMO Vanguard U.S. Momentum Factor Fund
-0.5%
-$59,408.31 
ILCG iShares Morningstar Growth ETF
-0.41%
-$45,343.72 
QQQ Invesco QQQ Trust, Series 1
-0.4%
-$7,136.5 
ADI Analog Devices, Inc.
-0.4%
-$817.6 
GARP iShares MSCI USA Quality GARP ETF
-0.39%
-$12,381.85 
FPX First Trust US Equity Opportunities ETF
-0.34%
-$5,088.44 
TGRT T. Rowe Price Growth ETF
-0.25%
-$1,052.71 
VONG Vanguard Russell 1000 Growth Fund
-0.18%
-$25,693.26 
VUG Vanguard Growth ETF
-0.17%
-$15,830.29 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.17%
-$6,589.38 
FTC First Trust Large Cap Growth Fund
-0.16%
-$2,665.77 
FLQL Franklin U.S. Large Cap Multisector Fund
-0.15%
-$14,177.43 
PTL Inspire 500 ETF
-0.13%
-$823.44 
USXF iShares ESG Aware MSCI USA ETF
-0.09%
-$468.19 
D Dominion Energy, Inc.
-0.07%
-$135.9 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.03%
-$275.45 
SECT Main Sector Rotation ETF
-0.01%
-$67.67 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1368 | Longs Won 622/1368 45% | Profit Factor 0.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $517,374.94 |
| Average Win $187,614.32 | Best Trade (Oct 14) $3.82M | Sharpe Ratio -10.74 |
| Average Loss -$172,629.33 | Worst Trade (Jun 30) -$5.75M | Z-Score -13.36 (100%) |
| Commissions $0 | Avg. Trade Length 5m 3w 3d | Expectancy -$8,834.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 5.67E% | 51.35T% | 57.58B% | 464.59M% | 11.05M% | 521,007% | 39,374.97% | 4,203.64% | 584.28% |
| Consecutive Losing Trades | 1,466 | 1,320 | 1,173 | 1,026 | 880 | 733 | 587 | 440 | 293 | 147 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADI Analog Devices, Inc. | 511 | $202,953.88 | $205,406.67 | - | $2,452.79 | 1.21% | -0.396% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 23,903 | $1.04M | $997,472.19 | - | -$41,131.1 | -3.96% | +0.7% |
| AGZD WisdomTree Trust | 441,101 | $9.97M | $9.96M | - | -$8,822.02 | -0.09% | +0.079% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 8,637 | $4.17M | $2.51M | - | -$1.66M | -39.84% | -3.224% |
| AMAT Applied Materials, Inc. | 5,653 | $2.56M | $2.44M | - | -$116,575.12 | -4.56% | -3.419% |
| AMD Advanced Micro Devices, Inc. | 9,755 | $5.67M | $5.41M | - | -$258,312.11 | -4.56% | -2.871% |
| AVGO Broadcom Inc. | 5,027 | $1.9M | $1.7M | - | -$194,394.09 | -10.24% | -2.071% |
| BE Bloom Energy Corporation | 1,981 | $599,648.72 | $459,294.85 | - | -$140,353.87 | -23.41% | -3.129% |
| BIBL Inspire 100 ETF | 8,729 | $497,116.55 | $465,473.92 | - | -$31,642.63 | -6.37% | -0.661% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 6,261 | $573,758.04 | $573,100.63 | - | -$657.41 | -0.11% | +0.022% |
| BNS Bank of Nova Scotia | 2,756 | $239,331.04 | $251,333.42 | - | $12,002.38 | 5.01% | +1.272% |
| CAT Caterpillar Inc. | 574 | $490,063 | $418,735.87 | - | -$71,327.13 | -14.55% | -2.6% |
| CATH Global X S&P 500 Catholic Values ETF | 6,961 | $572,403.03 | $639,228.63 | - | $66,825.6 | 11.67% | +0.347% |
| COHR Coherent Corp. | 875 | $345,161.25 | $214,838.75 | - | -$130,322.5 | -37.76% | -6.756% |
| COWG Pacer U.S. Large Cap Cash Cows Growth ETF | 11,336 | $411,311.5 | $457,520.96 | - | $46,209.46 | 11.23% | +0.741% |
| CRWD CrowdStrike Holdings, Inc. | 27,264 | $5.2M | $6.61M | - | $1.41M | 27.06% | -2.756% |
| CSCO Cisco Systems, Inc. | 6,284 | $738,118.64 | $687,469.6 | - | -$50,649.04 | -6.86% | -3.731% |
| CWB SPDR Bloomberg Convertible Securities ETF | 74,914 | $6.86M | $7.23M | - | $376,817.42 | 5.5% | +0.353% |
| D Dominion Energy, Inc. | 3,020 | $206,235.8 | $189,520.1 | - | -$16,715.7 | -8.11% | -0.072% |
| DELL Dell Technologies Inc. | 6,029 | $2.23M | $2.8M | - | $574,386.09 | 25.75% | -8.407% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Mary Therese Walsh?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Bloomberg 1-3 Month T-Bill ETF - $6.45M, iShares Russell Top 200 Growth ETF - $3.2M, American Century U.S. Quality Growth ETF - $3.03M, Invesco Large Cap Growth ETF - $2.84M, and Invesco S&P 500 Momentum ETF - $2.65M. 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: First Trust US Equity Opportunities ETF - $6.06M, iShares MSCI USA ESG Select ETF - $5.61M, iShares MSCI KLD 400 Social ETF - $5.2M, Invesco Dorsey Wright SmallCap Momentum ETF - $3.74M, and First Trust Rising Dividend Achievers ETF - $3.59M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mary Therese Walsh's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.41M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $6.21M, WisdomTree Floating Rate Treasury Fund - $1.03M, Goldman Sachs Access Treasury 0-1 Year ETF - $636,273.87, WisdomTree Trust - $583,443.54, and WisdomTree U.S. Quality Dividend Growth Fund - $353,364.53. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mary Therese Walsh's monthly returns?
Mary Therese Walsh'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 Mary Therese Walsh's strategy be considered aggressive or moderate?
Mary Therese Walsh's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Mary Therese Walsh's strategy?
Mary Therese Walsh'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.
2026 © Marketlog. All Rights Reserved.
