TM
Tracy Murray Portfolio
Invests via EdgeRock Capital LLC | Managed by Kyle F. O'Dell
Invests via EdgeRock Capital LLC
Managed by Kyle F. O'Dell
Automatically Tracked
Tracy Murray Profile
With a dynamic career spanning several key sectors, Tracy Murray has established herself as a prominent operating executive. She possesses extensive experience in corporate leadership, driving strategic initiatives and fostering growth across diverse environments. Her involvement with various entrepreneurial ventures showcases her adeptness at navigating the complexities of business development while optimizing organizational performance. By combining strong operational expertise with an innovative mindset, she is well-positioned to contribute significantly to investments that align with market evolution and changing consumer needs.
With a dynamic career spanning several key sectors, Tracy Murray has established herself as a prominent operating executive. She possesses extensive experience in corporate leadership, driving strategic initiatives and fostering growth across diverse environments. Her involvement with various entrepreneurial ventures showcases her adeptness at navigating the complexities of business development while optimizing organizational performance. By combining strong operational expertise with an innovative mindset, she is well-positioned to contribute significantly to investments that align with market evolution and changing consumer needs.
Investment Philosophy & Strategy
Growth-oriented investments are the hallmark of Tracy Murray's approach, reflecting her keen understanding of market dynamics and evolving consumer preferences. With a solid track record in corporate leadership and entrepreneurship, she leverages operational acumen to identify sectors poised for expansion. Focusing on strategic initiatives that foster innovation, her investment decisions reflect a commitment to enhancing organizational performance and capturing new opportunities. This entrepreneurial mindset equips her to navigate the complexities of business development effectively, making insightful contributions toward projects that align with emerging trends.
Growth-oriented investments are the hallmark of Tracy Murray's approach, reflecting her keen understanding of market dynamics and evolving consumer preferences. With a solid track record in corporate leadership and entrepreneurship, she leverages operational acumen to identify sectors poised for expansion. Focusing on strategic initiatives that foster innovation, her investment decisions reflect a commitment to enhancing organizational performance and capturing new opportunities. This entrepreneurial mindset equips her to navigate the complexities of business development effectively, making insightful contributions toward projects that align with emerging trends.
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:
31.18%
Gain +0.01%
Monthly
0.77%
Yearly
9.65%
Drawdown
13.48%
$412.08M
Equity
Holdings
$412.08M
Investment
$364.48M
$99.51M
Profit +$23,260.55
Realized
$51.91M
Unrealized
$47.6M
Dividends
$13.5M
Goals
Avg. 95% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$23,260.55
Win %
72%
This Week
Compared To Last Week
Gain
0.01%
Profit
$23,260.55
Win %
72%
This Month
Compared to last month
Gain
-0.86%
Profit
-$3.57M
Win %
72%
This Year
Compared to last year
Gain
4.48%
Profit
$18.89M
Win %
71%
ONTO Onto Innovation Inc.
+6.7%
+$74,460.65 
AMD Advanced Micro Devices, Inc.
+4.73%
+$32,437.36 
GEV GE Vernova Inc.
+3.73%
+$10,059.39 
DPZ Domino's Pizza Inc.
+3.72%
+$17,569.42 
HDSN Hudson Technologies Inc.
+3.4%
+$17,198.23 
DD DuPont de Nemours Inc.
+3.03%
+$14,786.46 
REMX VanEck Rare Earth and Strategic Metals ETF
+2.73%
+$6,847.84 
CG The Carlyle Group Inc.
+2.69%
+$9,654 
AMAT Applied Materials, Inc.
+2.64%
+$24,208.75 
GS The Goldman Sachs Group, Inc.
+2.62%
+$11,115.1 
VZ Verizon Communications Inc.
+2.49%
+$6,134.31 
MCHP Microchip Technology Incorporated
+2.48%
+$9,006.8 
JPM JPMorgan Chase & Co.
+2.31%
+$31,183.03 
CCJ Cameco Corporation
+2.01%
+$20,288.05 
PM Philip Morris International Inc.
+1.95%
+$5,718.6 
BBY Best Buy Co., Inc.
+1.85%
+$4,656.09 
TSLA Tesla, Inc.
+1.82%
+$32,920.16 
SMH VanEck Semiconductor ETF
+1.73%
+$10,026.55 
VRT Vertiv Holdings Co
+1.68%
+$28,757.37 
UNP Union Pacific Corporation
+1.65%
+$9,551.64 
WFC Wells Fargo & Company
+1.61%
+$5,617.92 
PCYO Pure Cycle Corporation
+1.61%
+$5,326.61 
LIN Linde plc
+1.58%
+$3,544.68 
BAC Bank of America Corporation
+1.56%
+$6,729.5 
RRC Range Resources Corporation
+1.55%
+$3,541.77 
CAT Caterpillar Inc.
+1.44%
+$7,996.93 
COP ConocoPhillips
+1.4%
+$3,662.82 
ABBV AbbVie Inc.
+1.32%
+$7,172.08 
C Citigroup Inc.
+1.27%
+$4,892.78 
LRCX Lam Research Corporation
+1.18%
+$5,787.22 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$29,135.94 
JNJ Johnson & Johnson
+1.07%
+$9,367.52 
V Visa Inc. Class A
+1.05%
+$7,555.13 
SYZ Lazard U.S. Systematic Small Cap Equity ETF
+0.98%
+$155,176.2 
IWD iShares Russell 1000 Value ETF
+0.98%
+$5,682.3 
VO Vanguard Mid-Cap ETF
+0.97%
+$6,107.62 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$12,242.07 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
+0.94%
+$9,168.3 
VTV Vanguard Value ETF
+0.94%
+$141,716.64 
APH Amphenol Corporation
+0.88%
+$2,805.94 
PG Procter & Gamble Co
+0.86%
+$4,771.39 
GE General Electric Company
+0.76%
+$2,616.18 
CVX Chevron Corporation
+0.75%
+$5,895.36 
UNH UnitedHealth Group Incorporated
+0.73%
+$9,183.24 
HD The Home Depot, Inc.
+0.73%
+$4,533.9 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$2,324.16 
MA Mastercard Incorporated
+0.71%
+$3,275.68 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$8,387.04 
COST Costco Wholesale Corporation
+0.68%
+$5,268.04 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$302,879.21 
DOW Dow Inc.
+0.65%
+$1,415.48 
JIVE JPMorgan International Value ETF
+0.63%
+$1,808.34 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$2,808.5 
CMI Cummins Inc.
+0.59%
+$4,753.6 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$51,463.27 
ACGL Arch Capital Group Ltd
+0.58%
+$2,036.79 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$35,697.74 
IVV iShares Core S&P 500 ETF
+0.55%
+$60,086.51 
GPIX S&P 500 Core Premium Income Fund
+0.55%
+$1,534.5 
VOO Vanguard S&P 500 ETF
+0.55%
+$45,332.29 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$18,832.75 
GOOGL Alphabet Inc
+0.53%
+$23,884.55 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$4,883.75 
FTLS First Trust Long/Short Equity ETF
+0.49%
+$72,534.96 
FELC Fidelity Enhanced Large Cap Core ETF
+0.48%
+$383,736.4 
GOOG Alphabet Inc
+0.45%
+$6,420.8 
WMT Walmart Inc.
+0.45%
+$7,389.91 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$3,216.88 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.43%
+$1,441.6 
PGR Progressive Corporation
+0.42%
+$3,176.49 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$2,846.82 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$1,046.1 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.3%
+$1,603.72 
ACIO Aptus Collared Investment Opportunity ETF
+0.3%
+$32,325.44 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.29%
+$86,994 
SCHF Schwab International Equity ETF
+0.29%
+$2,302 
XOM Exxon Mobil Corporation
+0.28%
+$2,159.8 
BUFR FT Vestladder Buffer ETF-USD I
+0.28%
+$2,051 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.17%
+$1,376.2 
NVDA NVIDIA Corporation
+0.16%
+$12,711.36 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.11%
+$291.24 
KO The Coca-Cola Company
+0.11%
+$424.26 
MSFT Microsoft Corp.
+0.1%
+$4,621.48 
FDX FedEx Corporation
+0.09%
+$178.25 
TJX The TJX Companies, Inc.
+0.04%
+$117.18 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$99.39 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$360.64 
SHV iShares Short Treasury Bond ETF
+0.03%
+$127.38 
FTCB First Trust Core Investment Grade ETF
+0.02%
+$56.08 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$45.83 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$632.57 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$1,441.82 
VNLA Janus Henderson Short Duration Income ETF
+0.02%
+$117.22 
CLTL Invesco Treasury Collateral ETF
+0.02%
+$659.86 
ORCL Oracle Corporation
+0.02%
+$82.92 
MCD McDonald's Corporation
+0.01%
+$46.57 
ARKF Ark Fintech Innovation ETF
0%
$0 
Q
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$27,670.45 
PLTR Palantir Technologies Inc.
-2.36%
-$6,692.94 
ABT Abbott Laboratories
-1.64%
-$3,025.26 
AAPL Apple Inc.
-1.52%
-$131,503.5 
LMT Lockheed Martin Corporation
-1.52%
-$40,196.76 
MU Micron Technology, Inc.
-1.43%
-$13,518.49 
MRK Merck & Co., Inc.
-1.42%
-$4,451.12 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$13,068.87 
AMZN Amazon.com Inc
-1.23%
-$49,002.63 
BA Boeing Company
-1.16%
-$3,031.5 
NFLX Netflix, Inc.
-1.14%
-$4,980.15 
HII Huntington Ingalls Industries Inc.
-1.09%
-$4,950.81 
IBM International Business Machines Corporation
-0.95%
-$3,560.07 
AVGO Broadcom Inc.
-0.91%
-$21,871.52 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.72%
-$2,771.02 
CSCO Cisco Systems, Inc.
-0.6%
-$5,492.54 
ETN Eaton Corporation plc
-0.57%
-$1,498.5 
ISRG Intuitive Surgical, Inc.
-0.45%
-$1,000.96 
DHR Danaher Corporation
-0.38%
-$1,845.7 
RTX RTX Corporation
-0.37%
-$5,166.72 
META Meta Platforms Inc Class A
-0.26%
-$4,305.08 
DRSK Aptus Defined Risk ETF
-0.14%
-$10,483.92 
FBND Fidelity Total Bond ETF
-0.13%
-$21,245.76 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$15,810.72 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.08%
-$210.46 
FMB First Trust Managed Municipal Fund
-0.04%
-$1,527.24 
FSMB First Trust Short Duration Managed Municipal ETF
-0.03%
-$52.97 
FTSM First Trust Enhanced Short Maturity Fund
-0.01%
-$448.15 Events
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Dividends
Dividend Analysis
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| Trades 1583 | Longs Won 645/1583 40% | Profit Factor 13.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $491,015.91 |
| Average Win $166,885.96 | Best Trade (Jun 14) $12.95M | Sharpe Ratio -9.84 |
| Average Loss -$8,670.14 | Worst Trade (Jun 14) -$1.02M | Z-Score -14.05 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2w 3d | Expectancy $62,860.99 |
| 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 | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
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Returns
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