BK
Brian Kellett Portfolio
Invests via Kellett Wealth Advisors LLC | Managed by Brian Kellett, David Bodnar, Jared Kline
Invests via Kellett Wealth Advisors LLC
Managed by Brian Kellett, David Bodnar, Jared Kline
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Brian Kellett Profile
With an extensive background in corporate development, Brian Kellett has made significant contributions as a strategic leader within the technology sector. His experience encompasses scaling innovative products and managing growth initiatives that drive market expansion. Leveraging his expertise in identifying emerging trends, he plays a pivotal role in aligning cross-functional teams to achieve ambitious organizational objectives. Known for fostering collaborative environments, Kellett has been instrumental in building partnerships that enhance competitive positioning while responding effectively to evolving consumer demands.
With an extensive background in corporate development, Brian Kellett has made significant contributions as a strategic leader within the technology sector. His experience encompasses scaling innovative products and managing growth initiatives that drive market expansion. Leveraging his expertise in identifying emerging trends, he plays a pivotal role in aligning cross-functional teams to achieve ambitious organizational objectives. Known for fostering collaborative environments, Kellett has been instrumental in building partnerships that enhance competitive positioning while responding effectively to evolving consumer demands.
Investment Philosophy & Strategy
Capitalizing on emerging market dynamics, Brian Kellett employs a strategic mindset shaped by his leadership in corporate development. With a proven track record of driving innovation within technology ventures, he prioritizes operational agility and partnerships to maximize growth potential. This approach allows for nimble responses to shifts in consumer behavior and market trends. By focusing on collaborative strategies, the emphasis is placed not only on immediate returns but also on long-term value creation through scalable initiatives that disrupt traditional industry standards.
Capitalizing on emerging market dynamics, Brian Kellett employs a strategic mindset shaped by his leadership in corporate development. With a proven track record of driving innovation within technology ventures, he prioritizes operational agility and partnerships to maximize growth potential. This approach allows for nimble responses to shifts in consumer behavior and market trends. By focusing on collaborative strategies, the emphasis is placed not only on immediate returns but also on long-term value creation through scalable initiatives that disrupt traditional industry standards.
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:
42.52%
Gain +0.32%
Monthly
0.5%
Yearly
6.19%
Drawdown
15.22%
$202.83M
Equity
Holdings
$202.83M
Investment
$160.51M
$52.52M
Profit +$739,043.74
Realized
$10.2M
Unrealized
$42.32M
Dividends
$8.31M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.32%
Profit
$739,043.74
Win %
84%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$639,775.23
Win %
84%
This Month
Compared to last month
Gain
-0.79%
Profit
-$1.61M
Win %
84%
This Year
Compared to last year
Gain
4.62%
Profit
$9.88M
Win %
84%
AMD Advanced Micro Devices, Inc.
+4.75%
+$24,179.6 
JPM JPMorgan Chase & Co.
+2.3%
+$20,743.12 
USB U.S. Bancorp
+2.27%
+$11,639.35 
AXP American Express Company
+2.18%
+$6,303.66 
TSLA Tesla, Inc.
+1.88%
+$13,696.64 
CAT Caterpillar Inc.
+1.48%
+$4,568.76 
XLF Financial Select Sector SPDR Fund
+1.39%
+$3,369.68 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+1.37%
+$64,107.73 
ADI Analog Devices, Inc.
+1.35%
+$4,071.67 
ABBV AbbVie Inc.
+1.3%
+$9,706.95 
AFG American Financial Group Inc.
+1.28%
+$4,765.8 
DIVB iShares Core Dividend ETF
+1.24%
+$22,686 
VPU Vanguard Utilities ETF
+1.16%
+$3,717.22 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.09%
+$2,438 
JNJ Johnson & Johnson
+1.05%
+$6,015 
V Visa Inc. Class A
+1.03%
+$6,829.52 
IJR iShares Core S&P Small-Cap ETF
+1%
+$19,099.13 
VO Vanguard Mid-Cap ETF
+0.97%
+$12,772.71 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$2,103.7 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$4,467.09 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$99,322.1 
PG Procter & Gamble Co
+0.85%
+$73,810.32 
XMMO Invesco S&P MidCap Momentum ETF
+0.8%
+$50,240.32 
CVX Chevron Corporation
+0.75%
+$1,826.99 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$4,176.21 
HD The Home Depot, Inc.
+0.73%
+$2,031.49 
QQQM Invesco NASDAQ 100 ETF
+0.72%
+$8,368.81 
MO Altria Group, Inc.
+0.72%
+$2,183.6 
UNH UnitedHealth Group Incorporated
+0.71%
+$5,309.45 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$3,819.01 
CSQ Calamos Strategic Total Return Fund
+0.65%
+$1,752.01 
WMB The Williams Companies, Inc.
+0.65%
+$1,953 
DUK Duke Energy Corporation
+0.64%
+$7,494.47 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$64,019.2 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.62%
+$4,952.82 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$2,959.2 
VGT Vanguard Information Technology ETF
+0.6%
+$12,566.4 
CEF Sprott Physical Gold and Silver Trust
+0.6%
+$4,022.72 
IVV iShares Core S&P 500 ETF
+0.58%
+$2,313.41 
VOO Vanguard S&P 500 ETF
+0.58%
+$3,957.53 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$213,322.63 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$63,185.64 
GOOGL Alphabet Inc
+0.56%
+$9,404.05 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$5,675.48 
UAPR Innovator U.S. Equity Ultra ETF
+0.51%
+$13,548.71 
GOOG Alphabet Inc
+0.46%
+$4,908.52 
WMT Walmart Inc.
+0.45%
+$2,890.68 
VIS Vanguard Industrials ETF
+0.42%
+$1,386.73 
PEP PepsiCo, Inc.
+0.4%
+$1,583.98 
SFLR Innovator Equity Managed Floor ETF
+0.34%
+$6,808.36 
WM Waste Management, Inc.
+0.29%
+$641.29 
XOM Exxon Mobil Corporation
+0.29%
+$3,306.42 
UMAR Innovator U.S. Equity Ultra Fund
+0.19%
+$3,831.44 
NVDA NVIDIA Corporation
+0.14%
+$2,696.8 
UOCT Innovator U.S. Equity Ultra Fund
+0.14%
+$630.25 
PALL abrdn Physical Palladium Shares ETF
+0.13%
+$400.2 
ENB Enbridge Inc.
+0.11%
+$722.76 
MSFT Microsoft Corp.
+0.1%
+$2,645.6 
KO The Coca-Cola Company
+0.1%
+$431.68 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$227.7 
GLD SPDR Gold Shares
+0.06%
+$366.14 
IVES Amplify Bloomberg AI Value Chain ETF
+0.03%
+$78.8 
USEP Innovator U.S. Equity Ultra ETF
+0.02%
+$5,154.04 
UDEC Innovator U.S. Equity Ultra Fund
0%
+$2.97 
CTAS Cintas Corporation
-3.09%
-$17,860.36 
LLY Eli Lilly and Company
-2.41%
-$9,588.55 
JKH iShares Morningstar Mid-Cap Growth ETF
-2.31%
-$121,730.85 
AAPL Apple Inc.
-1.52%
-$66,343.5 
MRK Merck & Co., Inc.
-1.41%
-$4,811.51 
AMZN Amazon.com Inc
-1.21%
-$27,152.22 
IBM International Business Machines Corporation
-0.97%
-$4,215.95 
AVGO Broadcom Inc.
-0.94%
-$16,695.49 
CSCO Cisco Systems, Inc.
-0.6%
-$2,829.48 
PBA Pembina Pipeline Corporation
-0.57%
-$1,512 
MCK McKesson Corporation
-0.36%
-$6,479.2 
META Meta Platforms Inc Class A
-0.23%
-$587.6 
IPKW Invesco International Buyback Achievers ETF
-0.11%
-$21,532.54 
JCPB JPMorgan Core Plus Bond ETF
-0.07%
-$5,349.68 
UNOV Innovator U.S. Equity Ultra Fund
-0.07%
-$2,073.53 Events
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Dividends
Dividend Analysis
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| Trades 1074 | Longs Won 694/1074 64% | Profit Factor 5.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $344,969.18 |
| Average Win $90,877.77 | Best Trade (Jun 12) $13.1M | Sharpe Ratio -16.15 |
| Average Loss -$27,757.48 | Worst Trade (Dec 31) -$1.39M | Z-Score 6.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 3d | Expectancy $48,902.54 |
| 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 | 7,299 | 6,569 | 5,839 | 5,109 | 4,380 | 3,650 | 2,920 | 2,190 | 1,460 | 730 |
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Returns
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