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:
81.26%
Gain +1.51%
Monthly
0.88%
Yearly
11.06%
Drawdown
21.86%
$231.13M
Equity
Holdings
$231.13M
Investment
$181.94M
$63.46M
Profit +$2.3M
Realized
$14.27M
Unrealized
$49.19M
Dividends
$16.4M
Goals
Avg. 81.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.51%
Profit
$2.3M
Win %
73%
This Week
Compared To Last Week
Gain
0.96%
Profit
$2.2M
Win %
73%
This Month
Compared to last month
Gain
2.37%
Profit
$5.35M
Win %
73%
This Year
Compared to last year
Gain
3.17%
Profit
$7.1M
Win %
74%
THO Thor Industries Inc.
+6.87%
+$81,990 
VEEV Veeva Systems Inc.
+5.58%
+$474,072.46 
NXPI NXP Semiconductors N.V.
+4.65%
+$33,326.15 
CRM Salesforce Inc
+4.52%
+$51,728.16 
VTRS Viatris Inc.
+4.3%
+$38,313.75 
ADBE Adobe Inc.
+4.09%
+$196,800.2 
KMB Kimberly-Clark Corporation
+4.01%
+$14,615.37 
TMO Thermo Fisher Scientific Inc.
+3.94%
+$17,539.63 
MAR Marriott International Inc. - Class A
+3.94%
+$68,846.1 
LOW Lowe's Companies Inc.
+3.7%
+$8,164.08 
NFLX Netflix, Inc.
+3.19%
+$6,867 
ORCL Oracle Corporation
+3.03%
+$11,190.96 
GILD Gilead Sciences Inc.
+3.02%
+$115,499.13 
XHB SPDR S&P Homebuilders ETF
+2.88%
+$7,382.55 
BDX Becton, Dickinson and Company
+2.79%
+$187,824.08 
BMY Bristol-Myers Squibb Company
+2.73%
+$19,838.52 
HSY The Hershey Company
+2.73%
+$31,772.16 
BUD Anheuser-Busch InBev S.A. ADR
+2.58%
+$13,950.25 
KHC The Kraft Heinz Company
+2.58%
+$93,914.15 
GIS General Mills, Inc.
+2.51%
+$26,286.47 
MA Mastercard Incorporated
+2.42%
+$5,934.06 
OMC Omnicom Group Inc.
+2.28%
+$56,530.95 
SWK Stanley Black & Decker Inc.
+2.25%
+$147,166.88 
LYB LyondellBasell Industries N.V.
+2.09%
+$151,678.72 
LMT Lockheed Martin Corporation
+2.08%
+$12,902.71 
MHO M/I Homes Inc.
+1.99%
+$111,993.96 
BA Boeing Company
+1.9%
+$132,642.9 
BIIB Biogen Inc.
+1.84%
+$106,048.8 
COKE Coca-Cola Consolidated Inc.
+1.82%
+$7,141.68 
TD The Toronto-Dominion Bank
+1.75%
+$7,401.58 
PYPL PayPal Holdings Inc
+1.69%
+$87,813.43 
GE General Electric Company
+1.59%
+$10,626.36 
MDT Medtronic plc
+1.54%
+$75,366.09 
RY Royal Bank of Canada
+1.47%
+$11,504.84 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.46%
+$6,003.02 
VB Vanguard Small-Cap ETF
+1.43%
+$50,956.4 
MSFT Microsoft Corp.
+1.25%
+$60,910.44 
SCHD Schwab U.S. Dividend Equity ETF
+1.23%
+$5,806.68 
SDY SPDR S&P Dividend ETF
+1.22%
+$2,618.88 
VOT Vanguard Mid-Cap Growth ETF
+1.21%
+$4,631.37 
PFE Pfizer Inc.
+1.18%
+$42,902.13 
TOWN TowneBank
+1.09%
+$13,787.92 
SW Smurfit WestRock PLC
+0.98%
+$37,798 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.97%
+$15,045.27 
VTR Ventas Inc.
+0.95%
+$34,300 
VIG Vanguard Dividend Appreciation ETF
+0.95%
+$17,576.61 
VO Vanguard Mid-Cap ETF
+0.94%
+$2,327.99 
USMV iShares MSCI USA Min Vol Factor ETF
+0.92%
+$2,190.15 
VTV Vanguard Value ETF
+0.82%
+$37,763.84 
CGBL Capital Group Core Balanced ETF
+0.79%
+$5,524.21 
VOE Vanguard Mid-Cap Value ETF
+0.78%
+$4,545.81 
DOC Healthpeak Properties, Inc.
+0.77%
+$15,432.06 
VOOV Vanguard S&P 500 Value ETF
+0.75%
+$1,978.99 
HII Huntington Ingalls Industries Inc.
+0.67%
+$6,035.04 
GD General Dynamics Corporation
+0.64%
+$7,293 
BAC Bank of America Corporation
+0.58%
+$2,546.1 
GOOGL Alphabet Inc
+0.58%
+$24,426.87 
NOC Northrop Grumman Corporation
+0.52%
+$3,312.73 
GOOG Alphabet Inc
+0.51%
+$1,175.69 
SCHB Schwab U.S. Broad Market ETF
+0.51%
+$2,683.95 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.5%
+$20,277.68 
IWB iShares Russell 1000 ETF
+0.5%
+$4,764.23 
ADI Analog Devices, Inc.
+0.49%
+$1,067.74 
AMZN Amazon.com Inc
+0.44%
+$33,996.31 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.44%
+$4,421.95 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.43%
+$1,377.06 
BWA BorgWarner Inc.
+0.42%
+$1,160.81 
VOO Vanguard S&P 500 ETF
+0.39%
+$7,672.83 
IVV iShares Core S&P 500 ETF
+0.34%
+$1,289.85 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.34%
+$4,196.91 
ALB Albemarle Corporation
+0.34%
+$10,060.05 
ABBV AbbVie Inc.
+0.27%
+$728.07 
META Meta Platforms Inc Class A
+0.19%
+$1,564.44 
FE FirstEnergy Corp.
+0.12%
+$425.92 
VUG Vanguard Growth ETF
+0.1%
+$435.88 
JNJ Johnson & Johnson
+0.08%
+$911.63 
VONG Vanguard Russell 1000 Growth Fund
+0.06%
+$136 
QQQ Invesco QQQ Trust, Series 1
+0.06%
+$172.04 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$8,248.07 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$333.39 
RTX RTX Corporation
+0.01%
+$116.4 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CTVA Corteva Inc.
-4.66%
-$6,355.62 
STX Seagate Technology Holdings plc
-3.76%
-$14,000.04 
TT Trane Technologies plc
-2.91%
-$14,028.81 
GLW Corning Incorporated
-2.32%
-$109,744.47 
IR Ingersoll Rand Inc.
-2.29%
-$4,595.11 
NVDA NVIDIA Corporation
-1.74%
-$156,789.02 
OXY Occidental Petroleum Corporation
-1.73%
-$8,937.92 
XOM Exxon Mobil Corporation
-1.64%
-$26,181.2 
ET Energy Transfer L.P.
-1.63%
-$102,846.48 
EOG EOG Resources, Inc.
-1.52%
-$4,081.95 
CVX Chevron Corporation
-1.48%
-$15,068.2 
INTC Intel Corporation
-1.43%
-$5,839.4 
GEV GE Vernova Inc.
-1.42%
-$49,003.91 
KMI Kinder Morgan, Inc.
-1.41%
-$39,669.41 
ES Eversource Energy
-1.11%
-$5,475.26 
TSLA Tesla, Inc.
-1.01%
-$7,936.48 
PEP PepsiCo, Inc.
-0.69%
-$4,202.79 
EPD Enterprise Products Partners L.P.
-0.6%
-$3,886.77 
AVGO Broadcom Inc.
-0.5%
-$4,347.49 
DUK Duke Energy Corporation
-0.49%
-$18,006.21 
MRK Merck & Co., Inc.
-0.4%
-$10,412.32 
TXN Texas Instruments Inc
-0.39%
-$2,495.5 
PLTR Palantir Technologies Inc.
-0.33%
-$1,561.56 
IYW iShares U.S. Technology ETF
-0.31%
-$4,193.42 
DTE DTE Energy Company
-0.27%
-$831.64 
JPM JPMorgan Chase & Co.
-0.15%
-$1,752.87 
AAPL Apple Inc.
-0.1%
-$10,648.11 
VZ Verizon Communications Inc.
-0.09%
-$447.52 
RS Reliance Inc.
-0.02%
-$43.54 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1637 | Longs Won 1136/1637 69% | Profit Factor 3.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $219,656.73 |
| Average Win $79,021.34 | Best Trade (Oct 14) $3.13M | Sharpe Ratio -10.83 |
| Average Loss -$52,527.62 | Worst Trade (Mar 30) -$2.36M | Z-Score 11.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 1d | Expectancy $38,763.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,405 | 3,965 | 3,524 | 3,084 | 2,643 | 2,203 | 1,762 | 1,322 | 881 | 441 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 32,267 | $6.64M | $11.06M | - | $4.41M | 66.42% | -0.096% |
| ABBV AbbVie Inc. | 958 | $241,885 | $272,301.92 | - | $30,416.92 | 12.57% | +0.268% |
| ADBE Adobe Inc. | 20,000 | $5M | $5.01M | - | $10,728.9 | 0.21% | +4.088% |
| ADI Analog Devices, Inc. | 542 | $215,564 | $219,802.68 | - | $4,238.68 | 1.97% | +0.488% |
| ALB Albemarle Corporation | 30,485 | $3.27M | $3M | - | -$275,061.27 | -8.41% | +0.337% |
| AMZN Amazon.com Inc | 30,219 | $4.52M | $7.71M | - | $3.19M | 70.51% | +0.443% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 4,668 | $324,519 | $320,528.22 | - | -$3,990.78 | -1.23% | +0.431% |
| AVGO Broadcom Inc. | 2,513 | $598,364.68 | $865,778.76 | - | $267,414.08 | 44.69% | -0.5% |
| BA Boeing Company | 37,790 | $7.33M | $7.11M | - | -$218,110.16 | -2.98% | +1.901% |
| BAC Bank of America Corporation | 8,487 | $257,455.84 | $438,693.03 | - | $181,237.19 | 70.4% | +0.584% |
| BDX Becton, Dickinson and Company | 35,708 | $6.4M | $6.93M | - | $537,146.47 | 8.4% | +2.785% |
| BIIB Biogen Inc. | 24,720 | $4.84M | $5.86M | - | $1.02M | 21.03% | +1.843% |
| BMY Bristol-Myers Squibb Company | 12,246 | $630,958.23 | $745,781.4 | - | $114,823.17 | 18.2% | +2.733% |
| BRK-B Berkshire Hathaway Inc. | 26,186 | $9.16M | $13.79M | - | $4.63M | 50.48% | +0.06% |
| BUD Anheuser-Busch InBev S.A. ADR | 6,805 | $422,062.5 | $554,947.75 | - | $132,885.25 | 31.48% | +2.579% |
| BWA BorgWarner Inc. | 4,738 | $143,917.67 | $278,333.81 | - | $134,416.14 | 93.4% | +0.419% |
| CGBL Capital Group Core Balanced ETF | 19,049 | $723,115 | $706,908.39 | - | -$16,206.61 | -2.24% | +0.788% |
| COKE Coca-Cola Consolidated Inc. | 1,962 | $219,680.88 | $399,541.68 | - | $179,860.8 | 81.87% | +1.82% |
| CRM Salesforce Inc | 4,848 | $970,512.81 | $1.2M | - | $225,100.95 | 23.19% | +4.522% |
| CTVA Corteva Inc. | 10,169 | $615,491.26 | $129,908.97 | - | -$485,582.29 | -78.89% | -4.664% |
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 Danielle N. Annechiarico?
The largest contributions to the portfolio's profits come from the following stocks: Gilead Sciences Inc - $3.2M, Huntington Ingalls Industries Inc - $2.38M, Corning Incorporated - $2.26M, 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 $16.4M 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, Gilead Sciences Inc - $703,629.44, and CVS Health Corporation - $696,393.98. 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.
2026 © Marketlog. All Rights Reserved.
