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:
61.14%
Gain -0.27%
Monthly
0.85%
Yearly
10.65%
Drawdown
21.87%
$225.17M
Equity
Holdings
$225.17M
Investment
$184.35M
$57.96M
Profit -$327,527.83
Realized
$14.74M
Unrealized
$43.23M
Dividends
$15.52M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.27%
Profit
-$327,527.83
Win %
72%
This Week
Compared To Last Week
Gain
0.25%
Profit
$553,010.07
Win %
72%
This Month
Compared to last month
Gain
0.62%
Profit
$1.39M
Win %
72%
This Year
Compared to last year
Gain
0.51%
Profit
$1.14M
Win %
74%
STX Seagate Technology Holdings plc
+5.66%
+$22,012.73 
LYB LyondellBasell Industries N.V.
+2.37%
+$162,343.63 
OXY Occidental Petroleum Corporation
+2.25%
+$10,202.72 
GEV GE Vernova Inc.
+2.09%
+$79,064.34 
CVX Chevron Corporation
+1.92%
+$16,121.6 
ORCL Oracle Corporation
+1.77%
+$6,217.2 
JNJ Johnson & Johnson
+1.23%
+$13,652.26 
VTR Ventas Inc.
+1.11%
+$45,447.37 
ALB Albemarle Corporation
+1.1%
+$40,240.2 
EOG EOG Resources, Inc.
+1.03%
+$2,483.89 
XOM Exxon Mobil Corporation
+0.97%
+$12,729.48 
GE General Electric Company
+0.9%
+$6,764.16 
ADBE Adobe Inc.
+0.82%
+$38,800 
DOC Healthpeak Properties, Inc.
+0.81%
+$19,157.04 
CTVA Corteva Inc.
+0.75%
+$6,609.85 
ET Energy Transfer L.P.
+0.59%
+$37,398.72 
NOC Northrop Grumman Corporation
+0.56%
+$3,763.87 
EPD Enterprise Products Partners L.P.
+0.53%
+$3,615.6 
BMY Bristol-Myers Squibb Company
+0.38%
+$2,816.58 
AAPL Apple Inc.
+0.14%
+$15,488.16 
ICSH iShares Short Treasury Bond ETF
+0.04%
+$444.52 
ABBV AbbVie Inc.
+0.04%
+$95.81 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-7.26%
-$16,480.8 
LOW Lowe's Companies Inc.
-3.44%
-$8,715.39 
IR Ingersoll Rand Inc.
-3%
-$6,228.08 
OMC Omnicom Group Inc.
-2.9%
-$77,274.8 
META Meta Platforms Inc Class A
-2.79%
-$20,271.79 
TSLA Tesla, Inc.
-2.61%
-$21,921.9 
TXN Texas Instruments Inc
-2.47%
-$16,560.03 
GLW Corning Incorporated
-2.39%
-$126,860.58 
XHB SPDR S&P Homebuilders ETF
-2.3%
-$7,050.75 
MHO M/I Homes Inc.
-2.22%
-$154,333.14 
NVDA NVIDIA Corporation
-2.21%
-$186,973.24 
GOOG Alphabet Inc
-2.17%
-$5,136.92 
GOOGL Alphabet Inc
-2.17%
-$92,533.77 
INTC Intel Corporation
-2%
-$8,091.74 
TMO Thermo Fisher Scientific Inc.
-1.97%
-$7,079.32 
HSY The Hershey Company
-1.89%
-$23,403.6 
GIS General Mills, Inc.
-1.89%
-$23,837.42 
MSFT Microsoft Corp.
-1.81%
-$66,480.96 
PEP PepsiCo, Inc.
-1.66%
-$10,937.8 
PLTR Palantir Technologies Inc.
-1.53%
-$4,873.96 
NXPI NXP Semiconductors N.V.
-1.53%
-$13,401.85 
QQQ Invesco QQQ Trust, Series 1
-1.5%
-$4,148.5 
THO Thor Industries Inc.
-1.5%
-$21,135.2 
VUG Vanguard Growth ETF
-1.49%
-$6,615.12 
GILD Gilead Sciences Inc.
-1.48%
-$50,281.84 
MA Mastercard Incorporated
-1.44%
-$3,231.58 
IYW iShares U.S. Technology ETF
-1.43%
-$17,912.37 
VONG Vanguard Russell 1000 Growth Fund
-1.42%
-$3,009 
BIIB Biogen Inc.
-1.4%
-$72,429.35 
ADI Analog Devices, Inc.
-1.36%
-$2,802.15 
KHC The Kraft Heinz Company
-1.33%
-$56,187.95 
MAR Marriott International Inc. - Class A
-1.32%
-$23,034.99 
SWK Stanley Black & Decker Inc.
-1.25%
-$82,645.44 
FE FirstEnergy Corp.
-1.18%
-$4,491.52 
TOWN TowneBank
-1.15%
-$15,420.7 
CRM Salesforce Inc
-1.11%
-$9,259.63 
BDX Becton, Dickinson and Company
-1.1%
-$62,845.72 
BUD Anheuser-Busch InBev S.A. ADR
-1.09%
-$6,056.45 
AMZN Amazon.com Inc
-1.06%
-$80,382.54 
TT Trane Technologies plc
-1.06%
-$5,140.47 
SW Smurfit WestRock PLC
-1.05%
-$44,412.65 
IVV iShares Core S&P 500 ETF
-1.02%
-$3,726.8 
IWB iShares Russell 1000 ETF
-1.02%
-$9,574.15 
VOO Vanguard S&P 500 ETF
-1.01%
-$19,237.28 
VEEV Veeva Systems Inc.
-1.01%
-$56,814.5 
AVGO Broadcom Inc.
-0.97%
-$9,109.62 
SCHB Schwab U.S. Broad Market ETF
-0.96%
-$5,010.06 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.96%
-$38,505.8 
COKE Coca-Cola Consolidated Inc.
-0.94%
-$3,355 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.94%
-$9,115.95 
LMT Lockheed Martin Corporation
-0.93%
-$5,638.29 
DUK Duke Energy Corporation
-0.87%
-$33,570.84 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.85%
-$14,232.05 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.82%
-$10,160.91 
VOT Vanguard Mid-Cap Growth ETF
-0.76%
-$2,925.77 
KMI Kinder Morgan, Inc.
-0.74%
-$20,256.72 
HII Huntington Ingalls Industries Inc.
-0.71%
-$6,583.64 
VZ Verizon Communications Inc.
-0.66%
-$3,244.52 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.66%
-$2,838.43 
VIG Vanguard Dividend Appreciation ETF
-0.64%
-$11,769.36 
SDY SPDR S&P Dividend ETF
-0.62%
-$1,365.76 
JPM JPMorgan Chase & Co.
-0.6%
-$7,045.78 
KMB Kimberly-Clark Corporation
-0.59%
-$2,344.32 
VB Vanguard Small-Cap ETF
-0.57%
-$21,409.07 
ES Eversource Energy
-0.56%
-$3,107.59 
USMV iShares MSCI USA Min Vol Factor ETF
-0.55%
-$1,248.15 
CGBL Capital Group Core Balanced ETF
-0.54%
-$3,809.8 
BWA BorgWarner Inc.
-0.53%
-$1,563.54 
VOOV Vanguard S&P 500 Value ETF
-0.52%
-$1,370.09 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.51%
-$1,633.8 
DTE DTE Energy Company
-0.48%
-$1,761.12 
VO Vanguard Mid-Cap ETF
-0.46%
-$1,148.48 
BRK-B Berkshire Hathaway Inc.
-0.45%
-$57,871.06 
RTX RTX Corporation
-0.44%
-$9,894.12 
MDT Medtronic plc
-0.43%
-$18,647.28 
VTV Vanguard Value ETF
-0.43%
-$19,612.16 
SCHD Schwab U.S. Dividend Equity ETF
-0.39%
-$1,818.97 
BAC Bank of America Corporation
-0.36%
-$1,867.14 
PFE Pfizer Inc.
-0.36%
-$11,191.98 
PYPL PayPal Holdings Inc
-0.3%
-$15,713.95 
VOE Vanguard Mid-Cap Value ETF
-0.3%
-$1,743.99 
RY Royal Bank of Canada
-0.3%
-$2,592.71 
TD The Toronto-Dominion Bank
-0.24%
-$1,077.9 
VTRS Viatris Inc.
-0.23%
-$2,043.4 
BA Boeing Company
-0.14%
-$11,714.94 
MRK Merck & Co., Inc.
-0.1%
-$2,294.24 
GD General Dynamics Corporation
-0.07%
-$823.75 
RS Reliance Inc.
-0.02%
-$55.98 Events
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Dividends
Dividend Analysis
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| Trades 1637 | Longs Won 1129/1637 68% | Profit Factor 3.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $215,556.5 |
| Average Win $73,841.07 | Best Trade (Jul 18) $3.59M | Sharpe Ratio -9.01 |
| Average Loss -$50,006.91 | Worst Trade (Mar 30) -$2.36M | Z-Score 10.62 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2d | Expectancy $35,408.1 |
| 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 | 4,505 | 4,054 | 3,604 | 3,153 | 2,703 | 2,252 | 1,802 | 1,351 | 901 | 450 |
Hover over the desired column for a detailed explanation.
Returns
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