KIS
Kimberly I. Swope Portfolio
Invests via Zimmermann Investment Management & Planning LLC | Managed by Merit Financial Group LLC (dba Merit Financial Advisors)
Invests via Zimmermann Investment Management & Planning LLC
Managed by Merit Financial Group LLC (dba Merit Financial Advisors)
Automatically Tracked
Kimberly I. Swope Profile
With a notable career in corporate leadership, Kimberly I. Swope has established herself as a dynamic force in the finance and investment sectors. She currently serves in executive roles where she drives operational strategies and innovation for portfolio companies. Leveraging her extensive experience across various industries, Swope is adept at identifying growth opportunities and enhancing organizational performance. Her academic background complements her professional endeavors, ensuring that she integrates cutting-edge practices within her teams. Recognized for her contributions to business development and strategic planning, she continues to impact how organizations navigate complex market challenges.
With a notable career in corporate leadership, Kimberly I. Swope has established herself as a dynamic force in the finance and investment sectors. She currently serves in executive roles where she drives operational strategies and innovation for portfolio companies. Leveraging her extensive experience across various industries, Swope is adept at identifying growth opportunities and enhancing organizational performance. Her academic background complements her professional endeavors, ensuring that she integrates cutting-edge practices within her teams. Recognized for her contributions to business development and strategic planning, she continues to impact how organizations navigate complex market challenges.
Investment Philosophy & Strategy
Operating from a foundation of innovation and leadership, Kimberly I. Swope excels in the competitive landscape of investments. Her extensive experience across multiple sectors empowers her to pinpoint promising ventures that align with strategic growth objectives. A key focus lies on transforming underperforming assets into market leaders through methodical operational enhancements and rigorous performance tracking. By fostering an entrepreneurial spirit within teams, she cultivates environments conducive to creativity and agility in decision-making. Swope's investment approach reflects a commitment to unlocking value while navigating dynamic industry shifts.
Operating from a foundation of innovation and leadership, Kimberly I. Swope excels in the competitive landscape of investments. Her extensive experience across multiple sectors empowers her to pinpoint promising ventures that align with strategic growth objectives. A key focus lies on transforming underperforming assets into market leaders through methodical operational enhancements and rigorous performance tracking. By fostering an entrepreneurial spirit within teams, she cultivates environments conducive to creativity and agility in decision-making. Swope's investment approach reflects a commitment to unlocking value while navigating dynamic industry shifts.
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:
52.36%
Gain -0.33%
Monthly
0.57%
Yearly
7.02%
Drawdown
16.31%
$422.86M
Equity
Holdings
$422.86M
Investment
$271.9M
$145.2M
Profit -$1.56M
Realized
-$5.76M
Unrealized
$150.96M
Dividends
$18.89M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.33%
Profit
-$1.56M
Win %
85%
This Week
Compared To Last Week
Gain
-2.08%
Profit
-$8.99M
Win %
85%
This Month
Compared to last month
Gain
-2.29%
Profit
-$9.93M
Win %
85%
This Year
Compared to last year
Gain
9.14%
Profit
$35.4M
Win %
85%
AMD Advanced Micro Devices, Inc.
+3.58%
+$29,505.63 
SCHW Charles Schwab Corporation
+2.45%
+$12,596.85 
ET Energy Transfer L.P.
+1.76%
+$12,861.09 
QCOM QUALCOMM Incorporated
+1.73%
+$4,336.92 
V Visa Inc. Class A
+1.25%
+$10,908.03 
FCX Freeport-McMoRan Inc.
+1.14%
+$11,750.82 
HSY The Hershey Company
+1.09%
+$5,693.3 
NFTY First Trust India Nifty 50 Equal Weight ETF
+1%
+$23,959.06 
JPM JPMorgan Chase & Co.
+0.96%
+$23,142 
PNC The PNC Financial Services Group, Inc.
+0.93%
+$3,253.99 
KKR KKR & Co. Inc.
+0.92%
+$12,805.76 
INDA ISHARES MSCI INDIA ETF
+0.88%
+$5,244.96 
KCE SPDR S&P Capital Markets ETF
+0.82%
+$59,716.25 
LVS Las Vegas Sands Corp.
+0.73%
+$1,972.84 
ILF iShares Latin America 40 ETF
+0.7%
+$18,369.36 
XLB Materials Select Sector SPDR Fund
+0.69%
+$31,359.99 
AXP American Express Company
+0.68%
+$3,921.21 
CAT Caterpillar Inc.
+0.68%
+$3,472.38 
PRU Prudential Financial, Inc.
+0.66%
+$1,692.7 
CEG Constellation Energy Corporation
+0.66%
+$3,264.28 
XLF Financial Select Sector SPDR Fund
+0.64%
+$1,871.64 
XOM Exxon Mobil Corporation
+0.62%
+$3,580.14 
IYF iShares U.S. Financials ETF
+0.58%
+$3,904.77 
XLE Energy Select Sector SPDR Fund
+0.56%
+$5,255.04 
URA Global X Uranium ETF
+0.5%
+$3,020.85 
XMMO Invesco S&P MidCap Momentum ETF
+0.42%
+$39,100.41 
AN AutoNation Inc.
+0.42%
+$1,427.86 
UNH UnitedHealth Group Incorporated
+0.38%
+$1,037.19 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.38%
+$9,664.64 
MLPX Global X MLP & Energy Infrastructure ETF
+0.32%
+$1,048.81 
BRK-B Berkshire Hathaway Inc.
+0.3%
+$781.75 
OC Owens Corning
+0.29%
+$748.34 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.29%
+$2,886.12 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.27%
+$1,957.35 
PAVE Global X U.S. Infrastructure Development ETF
+0.24%
+$25,236.82 
IRM Iron Mountain Inc.
+0.22%
+$1,640.25 
HD The Home Depot, Inc.
+0.21%
+$394.39 
TTE TotalEnergies SE
+0.2%
+$665.28 
QJUN FT Vest Nasdaq-100 Buffer ETF
+0.18%
+$880.95 
WMT Walmart Inc.
+0.17%
+$4,494.42 
EPD Enterprise Products Partners L.P.
+0.15%
+$461.21 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.15%
+$437.13 
AOHY Angel Oak High Yield Opportunities ETF
+0.09%
+$3,030.72 
ETN Eaton Corporation plc
+0.07%
+$845.44 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.06%
+$148.65 
APRJ Innovator Premium Income 30 Barrier ETF - April Series
+0.06%
+$224.61 
SPMO Invesco S&P 500 Momentum ETF
+0.04%
+$335.1 
VFMO Vanguard U.S. Momentum Factor Fund
+0.04%
+$1,127.43 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.03%
+$4,718.37 
BINC iShares Flexible Income Active ETF
+0.03%
+$2,371.09 
FAUG FT Vest U.S. Equity Buffer ETF
+0.02%
+$114.5 
IVE ISHARES S&P 500 VALUE ETF
+0.02%
+$468 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$34.83 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$29.43 
MCK McKesson Corporation
0%
+$43.65 
BTC
0%
$0 
FJUN FT Vest US Equity Buffer ETF - June
0%
$0 
JANJ
0%
$0 
JCI
0%
$0 
JULJ Innovative Premium Income Fund.
0%
$0 
OCTJ Inn Premier Income Fund
0%
$0 
QWLD SPDR MSCI World StrategicFactors ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
XFEB
0%
$0 
XMHQ Invesco S&P MidCap Quality ETF
0%
$0 
AXON Axon Enterprise, Inc.
-2.94%
-$7,860 
AMZN Amazon.com Inc
-2.81%
-$208,703.92 
IBM International Business Machines Corporation
-2.49%
-$8,050.68 
CRM Salesforce Inc
-2.3%
-$5,350.51 
PLTR Palantir Technologies Inc.
-2.23%
-$20,460.26 
SHLD Global X Defense Tech ETF
-1.9%
-$180,075.28 
MSFT Microsoft Corp.
-1.84%
-$63,480.51 
BSX Boston Scientific Corporation
-1.8%
-$2,227.85 
ORCL Oracle Corporation
-1.68%
-$4,005.21 
AAPL Apple Inc.
-1.37%
-$221,899.3 
AVGO Broadcom Inc.
-1.25%
-$76,946.64 
BA Boeing Company
-1.23%
-$4,277.91 
LMT Lockheed Martin Corporation
-1.21%
-$4,792.25 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.14%
-$16,512.52 
XAR SPDR S&P Aerospace & Defense ETF
-1.11%
-$35,458.25 
PANW Palo Alto Networks, Inc.
-1.04%
-$44,073.48 
ONON On Holding AG
-0.99%
-$2,964.39 
BUG Global X Cybersecurity ETF
-0.97%
-$68,867.37 
META Meta Platforms Inc Class A
-0.89%
-$10,150.34 
MDT Medtronic plc
-0.85%
-$3,412.92 
PSN Parsons Corporation
-0.85%
-$1,177.1 
LLY Eli Lilly and Company
-0.82%
-$16,031.8 
TMO Thermo Fisher Scientific Inc.
-0.8%
-$1,883.26 
IWY iShares Russell Top 200 Growth ETF
-0.79%
-$189,713.73 
TSLA Tesla, Inc.
-0.75%
-$14,710.8 
XLC Communication Services Select Sector SPDR Fund
-0.74%
-$6,938.8 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.69%
-$6,013.35 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.66%
-$23,738.88 
XHB SPDR S&P Homebuilders ETF
-0.6%
-$1,674.42 
IOO iShares Global 100 ETF
-0.58%
-$41,137.6 
QQQ Invesco QQQ Trust, Series 1
-0.58%
-$222,744.18 
XLG Invesco S&P 500 Top 50 ETF
-0.57%
-$2,343.25 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.55%
-$1,944.96 
FTEC Fidelity MSCI Information Technology Index ETF
-0.54%
-$2,511.6 
PTNQ Pacer Trendpilot 100 ETF
-0.48%
-$2,318.05 
PCAR PACCAR Inc.
-0.47%
-$1,432.45 
CL Colgate-Palmolive Company
-0.47%
-$1,984.5 
OEF iShares S&P 100 ETF
-0.47%
-$111,112.38 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.47%
-$15,075.28 
PSEC Prospect Capital Corporation
-0.44%
-$212.99 
CRWD CrowdStrike Holdings, Inc.
-0.43%
-$5,619 
NVDA NVIDIA Corporation
-0.43%
-$88,849.59 
GOOG Alphabet Inc
-0.43%
-$3,588.2 
GLD SPDR Gold Shares
-0.4%
-$6,246.28 
IWL iShares Russell Top 200 ETF
-0.4%
-$52,578.98 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.38%
-$5,187.82 
XLK State Street Technology Select Sector SPDR ETF
-0.38%
-$1,527.68 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.35%
-$9,493.23 
SCHX Schwab U.S. Large-Cap ETF
-0.34%
-$9,898.5 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.33%
-$1,201.59 
FISV Fiserv, Inc.
-0.32%
-$648.38 
NVO Novo Nordisk A/S Sponsored ADR
-0.32%
-$734.86 
XLV Health Care Select Sector SPDR Fund
-0.3%
-$4,413.2 
PH Parker-Hannifin Corporation
-0.29%
-$1,307.38 
EVTR Eaton Vance Total Return Fund
-0.28%
-$4,128.73 
CWS AdvisorShares Focused Equity ETF
-0.27%
-$3,878.21 
GOOGL Alphabet Inc
-0.26%
-$27,997.35 
USCI United States Commodity Index Fund
-0.26%
-$2,403.58 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.25%
-$1,185.58 
FTGS First Trust Growth Strength ETF
-0.22%
-$9,476.68 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.22%
-$5,300.4 
JQUA JPMorgan U.S. Quality Factor ETF
-0.21%
-$734.72 
BSTP Innovator Buffer Step-Up Strategy ETF
-0.2%
-$1,326.93 
SMH VanEck Semiconductor ETF
-0.18%
-$40,359.6 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.17%
-$7,908.39 
COWZ Pacer US Cash Cows 100 ETF
-0.17%
-$3,886.3 
JEPI JPMorgan Equity Premium Income Fund
-0.16%
-$14,689.8 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
-0.14%
-$3,541.9 
FJUL FT Vest US Equity Buffer ETF
-0.12%
-$353.69 
IAGG iShares International Aggregate Bond Fund
-0.12%
-$5,436.06 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.1%
-$1,571.98 
KIE SPDR S&P Insurance ETF
-0.07%
-$914.92 
USTB VictoryShares Short-Term Bond ETF
-0.07%
-$1,992.2 
ROK Rockwell Automation, Inc.
-0.06%
-$193.5 
GRPM Invesco S&P MidCap 400 GARP ETF
-0.05%
-$3,827.72 
COST Costco Wholesale Corporation
-0.05%
-$1,030.4 
RSP Invesco S&P 500 Equal Weight ETF
-0.02%
-$72.76 
FSEP FT Vest U.S. Equity Buffer E Fund
-0.01%
-$558.62 
IGHG ProShares Investment Grade Interest Rate Hedged ETF
-0.01%
-$196.05 Events
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Dividends
Dividend Analysis
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| Trades 1257 | Longs Won 800/1257 63% | Profit Factor 5.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $661,512.04 |
| Average Win $221,516 | Best Trade (Jun 11) $13.85M | Sharpe Ratio -9.36 |
| Average Loss -$70,049.65 | Worst Trade (Mar 31) -$2.42M | Z-Score 3.59 (99.97%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 4d | Expectancy $115,513.21 |
| 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 | 6,024 | 5,422 | 4,819 | 4,217 | 3,614 | 3,012 | 2,410 | 1,807 | 1,205 | 602 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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