Danielle N. Annechiarico Portfolio
Invests via Old North State Wealth Management LLC | Managed by Paul D. Knott, Danielle N. Annechiarico
Invests via Old North State Wealth Management LLC
Managed by Paul D. Knott, Danielle N. Annechiarico
Automatically Tracked
Leads operational and governance priorities for institutional portfolios across equity and credit markets, with a track record in investment operations, compliance and portfolio oversight. Danielle N. Annechiarico brings experience working with asset managers and family offices on risk frameworks, reporting infrastructure and capital deployment strategy. Prior roles span senior operations and client-facing functions; education includes advanced business and finance credentials supporting execution of multi-asset investment programs.
Leads operational and governance priorities for institutional portfolios across equity and credit markets, with a track record in investment operations, compliance and portfolio oversight. Danielle N. Annechiarico brings experience working with asset managers and family offices on risk frameworks, reporting infrastructure and capital deployment strategy. Prior roles span senior operations and client-facing functions; education includes advanced business and finance credentials supporting execution of multi-asset investment programs.
Investment Philosophy & Strategy
Centers investment decision-making on governance, operational rigor and measurable risk controls, prioritizing capital preservation and scalable deployment across equity and credit sleeves. Uses robust reporting, compliance-adjacent procedures and stress testing to translate strategy into repeatable execution; favors diversified, liability-aware allocations with disciplined liquidity management and cost-conscious implementation. Seeks alignment between portfolio construction and stakeholder objectives, applying quantitative oversight and practical operational levers to optimize returns over intermediate to long-term horizons.
Centers investment decision-making on governance, operational rigor and measurable risk controls, prioritizing capital preservation and scalable deployment across equity and credit sleeves. Uses robust reporting, compliance-adjacent procedures and stress testing to translate strategy into repeatable execution; favors diversified, liability-aware allocations with disciplined liquidity management and cost-conscious implementation. Seeks alignment between portfolio construction and stakeholder objectives, applying quantitative oversight and practical operational levers to optimize returns over intermediate to long-term horizons.
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:
78.91%
Gain -0.67%
Monthly
0.94%
Yearly
11.93%
Drawdown
21.9%
$235.68M
Equity
Holdings
$235.68M
Investment
$181.94M
$67.99M
Profit -$1.06M
Realized
$14.26M
Unrealized
$53.73M
Dividends
$15.71M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.67%
Profit
-$1.06M
Win %
78%
This Week
Compared To Last Week
Gain
-0.45%
Profit
-$1.06M
Win %
78%
This Month
Compared to last month
Gain
3.62%
Profit
$8.23M
Win %
78%
This Year
Compared to last year
Gain
5.19%
Profit
$11.64M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$1.09M 
GOOG Alphabet Inc
+6.88%
+$15,343.96 
GOOGL Alphabet Inc
+6.73%
+$270,381.51 
TT Trane Technologies plc
+3.33%
+$15,022.09 
META Meta Platforms Inc Class A
+3.28%
+$19,341.91 
MSFT Microsoft Corp.
+3.02%
+$124,377.75 
NVDA NVIDIA Corporation
+2.93%
+$232,597.14 
LYB LyondellBasell Industries N.V.
+2.71%
+$194,338.6 
CVX Chevron Corporation
+2.35%
+$20,701.6 
GLW Corning Incorporated
+2.24%
+$101,689.83 
EOG EOG Resources, Inc.
+2.19%
+$5,523.68 
HII Huntington Ingalls Industries Inc.
+2.05%
+$22,460.02 
OXY Occidental Petroleum Corporation
+2%
+$9,443.84 
CRM Salesforce Inc
+1.83%
+$16,046.85 
ORCL Oracle Corporation
+1.81%
+$6,528.06 
VTR Ventas Inc.
+1.73%
+$68,171.25 
KMI Kinder Morgan, Inc.
+1.64%
+$43,889.56 
VZ Verizon Communications Inc.
+1.52%
+$7,831.6 
LMT Lockheed Martin Corporation
+1.5%
+$10,243.81 
NOC Northrop Grumman Corporation
+1.43%
+$9,835.07 
GE General Electric Company
+1.42%
+$10,975.46 
RS Reliance Inc.
+1.27%
+$3,159.77 
VUG Vanguard Growth ETF
+1.1%
+$4,769.04 
VEEV Veeva Systems Inc.
+1.1%
+$63,381 
ADBE Adobe Inc.
+1.01%
+$50,200.2 
GEV GE Vernova Inc.
+0.85%
+$30,389.67 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$1,717 
TSLA Tesla, Inc.
+0.76%
+$5,062.16 
VOO Vanguard S&P 500 ETF
+0.71%
+$13,413.71 
BMY Bristol-Myers Squibb Company
+0.69%
+$5,510.7 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,478.08 
PLTR Palantir Technologies Inc.
+0.65%
+$1,892.8 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,736.04 
IWB iShares Russell 1000 ETF
+0.64%
+$5,895.32 
ET Energy Transfer L.P.
+0.59%
+$37,398.72 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$3,041.81 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$5,578.46 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$20,924.84 
STX Seagate Technology Holdings plc
+0.52%
+$2,322.91 
IYW iShares U.S. Technology ETF
+0.46%
+$5,591.07 
PFE Pfizer Inc.
+0.4%
+$12,435.4 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$2,313.7 
RTX RTX Corporation
+0.39%
+$9,777.6 
AVGO Broadcom Inc.
+0.37%
+$3,618.72 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$48,705.96 
BAC Bank of America Corporation
+0.36%
+$1,867.14 
GD General Dynamics Corporation
+0.32%
+$4,187.04 
MRK Merck & Co., Inc.
+0.32%
+$7,235.86 
JPM JPMorgan Chase & Co.
+0.27%
+$3,230.78 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$813.44 
JNJ Johnson & Johnson
+0.21%
+$2,356.91 
ADI Analog Devices, Inc.
+0.2%
+$401.07 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$839.52 
TD The Toronto-Dominion Bank
+0.13%
+$574.88 
DTE DTE Energy Company
+0.12%
+$415.82 
BDX Becton, Dickinson and Company
+0.1%
+$6,070.36 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$211.95 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$186.72 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
CTVA Corteva Inc.
-11.9%
-$108,096.47 
AAPL Apple Inc.
-7.35%
-$791,186.84 
NXPI NXP Semiconductors N.V.
-6.53%
-$51,920 
MHO M/I Homes Inc.
-3.44%
-$236,735.2 
SW Smurfit WestRock PLC
-3.26%
-$146,467.25 
ES Eversource Energy
-3.05%
-$16,647.75 
ABBV AbbVie Inc.
-2.51%
-$6,198.26 
BIIB Biogen Inc.
-2.4%
-$123,105.35 
BA Boeing Company
-2.15%
-$179,880.02 
KHC The Kraft Heinz Company
-2.01%
-$85,084.61 
NFLX Netflix, Inc.
-2%
-$4,455.92 
GIS General Mills, Inc.
-1.84%
-$21,878.18 
HSY The Hershey Company
-1.23%
-$15,460.54 
THO Thor Industries Inc.
-1.15%
-$15,851.4 
OMC Omnicom Group Inc.
-1.14%
-$28,819.7 
VTRS Viatris Inc.
-1.13%
-$10,217 
IR Ingersoll Rand Inc.
-1.11%
-$2,304.88 
TXN Texas Instruments Inc
-1.08%
-$6,946.05 
LOW Lowe's Companies Inc.
-1.08%
-$2,662.71 
DOC Healthpeak Properties, Inc.
-1.04%
-$24,478.33 
BWA BorgWarner Inc.
-1.04%
-$3,174.46 
INTC Intel Corporation
-1.02%
-$3,879.03 
COKE Coca-Cola Consolidated Inc.
-1.02%
-$3,786.68 
SWK Stanley Black & Decker Inc.
-1.01%
-$70,321.12 
XOM Exxon Mobil Corporation
-0.97%
-$13,812.84 
FE FirstEnergy Corp.
-0.82%
-$3,097.6 
GILD Gilead Sciences Inc.
-0.81%
-$26,634.19 
KMB Kimberly-Clark Corporation
-0.8%
-$3,223.44 
XHB SPDR S&P Homebuilders ETF
-0.79%
-$2,294.95 
TOWN TowneBank
-0.79%
-$10,885.2 
PYPL PayPal Holdings Inc
-0.76%
-$40,671.4 
MA Mastercard Incorporated
-0.74%
-$1,729.75 
MAR Marriott International Inc. - Class A
-0.71%
-$12,457.74 
DUK Duke Energy Corporation
-0.67%
-$25,635.96 
PEP PepsiCo, Inc.
-0.46%
-$3,030.4 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,632.69 
MDT Medtronic plc
-0.37%
-$16,575.36 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$6,891.25 
RY Royal Bank of Canada
-0.29%
-$2,471.15 
SDY SPDR S&P Dividend ETF
-0.28%
-$619.52 
VTV Vanguard Value ETF
-0.27%
-$12,309.55 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$4,066.3 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,372.29 
VB Vanguard Small-Cap ETF
-0.22%
-$8,262.95 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$2,650.68 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$550.38 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$846.24 
EPD Enterprise Products Partners L.P.
-0.18%
-$1,265.48 
ALB Albemarle Corporation
-0.1%
-$3,658.2 
CGBL Capital Group Core Balanced ETF
-0.05%
-$380.98 
VO Vanguard Mid-Cap ETF
-0.05%
-$124.16 Events
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Dividends
Dividend Analysis
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| Trades 1637 | Longs Won 1190/1637 72% | Profit Factor 3.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $220,702.13 |
| Average Win $77,130.87 | Best Trade (Aug 13) $4.01M | Sharpe Ratio -9.84 |
| Average Loss -$53,210.6 | Worst Trade (Mar 30) -$2.36M | Z-Score 19.47 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 6d | Expectancy $41,534.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,425 | 3,982 | 3,540 | 3,097 | 2,655 | 2,212 | 1,770 | 1,327 | 885 | 442 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 32,267 | $6.64M | $9.97M | - | $3.32M | 50.04% | -7.354% |
| ABBV AbbVie Inc. | 958 | $241,885 | $240,400.52 | - | -$1,484.48 | -0.61% | -2.513% |
| ADBE Adobe Inc. | 20,000 | $5M | $5.01M | - | $8,528.9 | 0.17% | +1.013% |
| ADI Analog Devices, Inc. | 542 | $215,564 | $199,136.22 | - | -$16,427.78 | -7.62% | +0.202% |
| ALB Albemarle Corporation | 30,485 | $3.27M | $3.59M | - | $314,518.63 | 9.61% | -0.102% |
| AMZN Amazon.com Inc | 30,219 | $4.52M | $8.21M | - | $3.68M | 81.45% | +15.321% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 4,668 | $324,519 | $319,898.04 | - | -$4,620.96 | -1.42% | +0.058% |
| AVGO Broadcom Inc. | 2,513 | $598,364.68 | $978,260.64 | - | $379,895.96 | 63.49% | +0.371% |
| BA Boeing Company | 37,790 | $7.33M | $8.17M | - | $838,876.14 | 11.45% | -2.155% |
| BAC Bank of America Corporation | 8,487 | $257,455.84 | $525,769.65 | - | $268,313.81 | 104.22% | +0.356% |
| BDX Becton, Dickinson and Company | 35,708 | $6.4M | $5.91M | - | -$481,602.77 | -7.53% | +0.103% |
| BIIB Biogen Inc. | 24,720 | $4.84M | $5.02M | - | $173,953.31 | 3.59% | -2.395% |
| BMY Bristol-Myers Squibb Company | 12,246 | $630,958.23 | $799,786.26 | - | $168,828.03 | 26.76% | +0.694% |
| BRK-B Berkshire Hathaway Inc. | 26,186 | $9.16M | $13.4M | - | $4.23M | 46.16% | +0.365% |
| BUD Anheuser-Busch InBev S.A. ADR | 6,805 | $422,062.5 | $588,496.4 | - | $166,433.9 | 39.43% | +0.395% |
| BWA BorgWarner Inc. | 4,738 | $143,917.67 | $302,000.12 | - | $158,082.45 | 109.84% | -1.04% |
| CGBL Capital Group Core Balanced ETF | 19,049 | $723,115 | $709,194.27 | - | -$13,920.73 | -1.93% | -0.054% |
| COKE Coca-Cola Consolidated Inc. | 1,962 | $219,680.88 | $368,659.78 | - | $148,978.9 | 67.82% | -1.017% |
| CRM Salesforce Inc | 4,848 | $970,512.81 | $892,128.98 | - | -$78,383.83 | -8.08% | +1.832% |
| CTVA Corteva Inc. | 10,169 | $615,491.26 | $800,401.99 | - | $184,910.73 | 30.04% | -11.898% |
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FAQ
Which stocks have generated the highest profits for Danielle N. Annechiarico?
The largest contributions to the portfolio's profits come from the following stocks: Gilead Sciences Inc - $3.18M, Huntington Ingalls Industries Inc - $2.38M, Corning Incorporated - $2.25M, BorgWarner Inc - $2.04M, and Phinia Inc - $1.89M. 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: FMC Corporation - $4.42M, Hanesbrands Inc - $1.48M, Big Lots, Inc - $1.09M, Taiwan Semiconductor Manufacturing Company Limited - $1.04M, and Intel Corporation - $1M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Danielle N. Annechiarico's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.71M earned over time. The largest contributors to dividend income include Energy Transfer L.P - $1.55M, Ford Motor Company - $1.39M, Kinder Morgan, Inc - $801,088.43, CVS Health Corporation - $696,393.98, and Gilead Sciences Inc - $683,218. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Danielle N. Annechiarico's monthly returns?
Danielle N. Annechiarico'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 Danielle N. Annechiarico's strategy be considered aggressive or moderate?
Danielle N. Annechiarico'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 Danielle N. Annechiarico's strategy?
Danielle N. Annechiarico'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.
