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:
36.92%
Gain +0.1%
Monthly
0.94%
Yearly
11.82%
Drawdown
14.21%
$425.36M
Equity
Holdings
$425.36M
Investment
$381M
$96.57M
Profit +$367,687.43
Realized
$52.21M
Unrealized
$44.37M
Dividends
$14.58M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.1%
Profit
$367,687.43
Win %
65%
This Week
Compared To Last Week
Gain
-0.95%
Profit
-$4.09M
Win %
65%
This Month
Compared to last month
Gain
-1.45%
Profit
-$6.25M
Win %
65%
This Year
Compared to last year
Gain
-1.47%
Profit
-$6.32M
Win %
65%
VZ Verizon Communications Inc.
+5.84%
+$13,240.32 
IBM International Business Machines Corporation
+3.65%
+$10,442.91 
AAPL Apple Inc.
+3.53%
+$392,658.02 
PGR Progressive Corporation
+3.27%
+$24,396.81 
ACGL Arch Capital Group Ltd
+3.26%
+$12,352.15 
HD The Home Depot, Inc.
+2.55%
+$16,523.5 
LMT Lockheed Martin Corporation
+2.46%
+$64,557.85 
XYL Xylem Inc.
+2.46%
+$8,308.8 
CG The Carlyle Group Inc.
+2.23%
+$7,907.13 
MA Mastercard Incorporated
+1.77%
+$8,536.06 
NFLX Netflix, Inc.
+1.74%
+$5,347.18 
RTX RTX Corporation
+1.74%
+$27,221.3 
JNJ Johnson & Johnson
+1.59%
+$20,451.76 
GE General Electric Company
+1.35%
+$5,311.8 
KO The Coca-Cola Company
+1.33%
+$4,679.64 
BAC Bank of America Corporation
+1.26%
+$6,734.41 
CSCO Cisco Systems, Inc.
+1.25%
+$9,954.6 
AMGN Amgen Inc.
+1.22%
+$2,583.27 
BBY Best Buy Co., Inc.
+1.18%
+$3,194 
LIN Linde plc
+1.18%
+$2,616.45 
V Visa Inc. Class A
+1.18%
+$10,482.43 
WMT Walmart Inc.
+0.99%
+$14,729.62 
PM Philip Morris International Inc.
+0.98%
+$3,310.68 
UNP Union Pacific Corporation
+0.98%
+$6,195.32 
COST Costco Wholesale Corporation
+0.97%
+$6,485.33 
ABBV AbbVie Inc.
+0.95%
+$6,363.47 
JPM JPMorgan Chase & Co.
+0.95%
+$16,235.55 
USMV iShares MSCI USA Min Vol Factor ETF
+0.87%
+$6,590.64 
LLY Eli Lilly and Company
+0.86%
+$12,080.27 
IWD iShares Russell 1000 Value ETF
+0.84%
+$3,040.59 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$10,228.56 
PCYO Pure Cycle Corporation
+0.76%
+$2,506.64 
MCD McDonald's Corporation
+0.75%
+$2,169.74 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$1,425.54 
GOOGL Alphabet Inc
+0.65%
+$25,495.73 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
+0.63%
+$8,055.39 
VIG Vanguard Dividend Appreciation ETF
+0.59%
+$5,469.76 
VTV Vanguard Value ETF
+0.53%
+$83,933.25 
TJX The TJX Companies, Inc.
+0.48%
+$1,187.7 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.47%
+$1,442.56 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.46%
+$2,405.55 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.46%
+$140,122.33 
MRK Merck & Co., Inc.
+0.45%
+$2,042.01 
IJH iShares Core S&P Mid-Cap ETF
+0.42%
+$1,605.44 
RDVY First Trust Rising Dividend Achievers ETF
+0.41%
+$11,480.37 
FTLS First Trust Long/Short Equity ETF
+0.4%
+$63,281.31 
PG Procter & Gamble Co
+0.3%
+$1,792.56 
VO Vanguard Mid-Cap ETF
+0.29%
+$1,824.36 
RRC Range Resources Corporation
+0.26%
+$713.9 
GOOG Alphabet Inc
+0.24%
+$3,459.73 
C Citigroup Inc.
+0.23%
+$853.12 
JIVE JPMorgan International Value ETF
+0.23%
+$599.5 
DD DuPont de Nemours, Inc.
+0.22%
+$824.43 
FSMB First Trust Short Duration Managed Municipal ETF
+0.2%
+$423.68 
FELC Fidelity Enhanced Large Cap Core ETF
+0.19%
+$158,466.96 
CVX Chevron Corporation
+0.19%
+$1,663.85 
HII Huntington Ingalls Industries Inc.
+0.17%
+$854.51 
BA Boeing Company
+0.14%
+$418.47 
WFC Wells Fargo & Company
+0.14%
+$389.52 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$3,499.5 
IVV iShares Core S&P 500 ETF
+0.1%
+$11,398.81 
SCIO First Trust Structured Credit Income Opportunities ETF
+0.1%
+$279.54 
GPIX S&P 500 Core Premium Income Fund
+0.09%
+$256.1 
FBND Fidelity Total Bond ETF
+0.09%
+$14,452.2 
FMB First Trust Managed Municipal Fund
+0.08%
+$2,745.05 
VOO Vanguard S&P 500 ETF
+0.08%
+$6,107.42 
LMBS First Trust Low Duration Opportunities ETF
+0.07%
+$5,206.53 
SYZ Lazard U.S. Systematic Small Cap Equity ETF
+0.07%
+$10,636.47 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.06%
+$12,639.37 
COP ConocoPhillips
+0.05%
+$128.46 
FTCB First Trust Core Investment Grade ETF
+0.05%
+$114.71 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$1,171.56 
TBLL Invesco Short Term Treasury ETF
+0.04%
+$1,438 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$95.73 
XOM Exxon Mobil Corporation
+0.03%
+$360.35 
MSFT Microsoft Corp.
+0.03%
+$1,608.99 
VNLA Janus Henderson Short Duration Income ETF
+0.03%
+$283.83 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$79.46 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$1,910.75 
BUFR FT Vestladder Buffer ETF-USD I
+0.03%
+$201.1 
SHV iShares Short Treasury Bond ETF
+0.03%
+$138.63 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$1,416.21 
ACIO Aptus Collared Investment Opportunity ETF
+0.02%
+$2,365.92 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
INTC Intel Corporation
-7.89%
-$36,457.19 
MU Micron Technology, Inc.
-6.99%
-$97,587.35 
WDC Western Digital Corporation
-6.9%
-$20,251 
ONTO Onto Innovation Inc.
-6.4%
-$68,221.66 
GLW Corning Incorporated
-6.03%
-$18,311.88 
AMAT Applied Materials, Inc.
-4.72%
-$43,488.88 
LRCX Lam Research Corporation
-4.56%
-$26,196.88 
VRT Vertiv Holdings Co
-4.5%
-$58,988.24 
SOXX iShares Semiconductor ETF
-4.36%
-$8,645.4 
AXP American Express Company
-4.3%
-$17,237.24 
ORCL Oracle Corporation
-4.21%
-$13,084.55 
KLAC KLA Corporation
-3.75%
-$10,927.51 
AMD Advanced Micro Devices, Inc.
-3.29%
-$46,851.31 
SMH VanEck Semiconductor ETF
-3.28%
-$18,283.18 
MCHP Microchip Technology Incorporated
-3.06%
-$9,837.99 
APH Amphenol Corporation
-3.02%
-$9,443.82 
AVGO Broadcom Inc.
-2.69%
-$71,708.28 
ETN Eaton Corporation plc
-2.66%
-$7,553.98 
Q Qnity Electronics Inc.
-2.6%
-$10,717.21 
QCOM QUALCOMM Incorporated
-2.42%
-$6,238.98 
TSLA Tesla, Inc.
-2.08%
-$31,508.46 
TXN Texas Instruments Inc
-1.9%
-$4,630.96 
META Meta Platforms Inc Class A
-1.8%
-$32,577.19 
IEMG iShares Core MSCI Emerging Markets ETF
-1.78%
-$6,620.59 
CCJ Cameco Corporation
-1.65%
-$14,986.65 
GEV GE Vernova Inc.
-1.59%
-$5,458.06 
GS The Goldman Sachs Group, Inc.
-1.25%
-$6,475.2 
QQQM Invesco NASDAQ 100 ETF
-1.14%
-$503,113 
QQQ Invesco QQQ Trust, Series 1
-1.12%
-$89,057.02 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.99%
-$2,539.6 
NVDA NVIDIA Corporation
-0.92%
-$79,779.42 
IWF iShares Russell 1000 Growth ETF
-0.79%
-$7,920.44 
UNH UnitedHealth Group Incorporated
-0.67%
-$8,815.35 
AMZN Amazon.com Inc
-0.66%
-$26,695.65 
CAT Caterpillar Inc.
-0.65%
-$4,433.03 
ARKF Ark Fintech Innovation ETF
-0.6%
-$2,489.76 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.57%
-$2,375.25 
SRE Sempra
-0.49%
-$1,472 
PLTR Palantir Technologies Inc.
-0.36%
-$1,224.9 
VUG Vanguard Growth ETF
-0.36%
-$817.2 
MS Morgan Stanley
-0.33%
-$830.19 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.26%
-$1,842.06 
VEU Vanguard FTSE All-World ex-US ETF
-0.23%
-$602.3 
DRSK Aptus Defined Risk ETF
-0.18%
-$13,602.45 
SCHF Schwab International Equity ETF
-0.15%
-$1,150.97 
CRWD CrowdStrike Holdings, Inc.
-0.08%
-$686 
CMI Cummins Inc.
-0.06%
-$399.39 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$158.32 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.01%
-$30.96 Events
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Dividends
Dividend Analysis
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| Trades 1706 | Longs Won 701/1706 41% | Profit Factor 10.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $471,368.37 |
| Average Win $152,851.53 | Best Trade (Jul 25) $13.7M | Sharpe Ratio -13.84 |
| Average Loss -$10,526.29 | Worst Trade (Jul 25) -$1.1M | Z-Score -14.73 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2w 2d | Expectancy $56,608.78 |
| 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 | 40,000 | 36,000 | 32,000 | 28,000 | 24,000 | 20,000 | 16,000 | 12,000 | 8,000 | 4,000 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Tracy Murray?
The largest contributions to the portfolio's profits come from the following stocks: Invesco NASDAQ 100 ETF - $9.97M, Invesco QQQ Trust, Series 1 - $9.61M, iShares Core S&P 500 ETF - $5.66M, NVIDIA Corporation - $4.8M, and iShares MSCI USA Quality Factor ETF - $3.41M. 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: Vanguard Growth ETF - $873,882.53, UnitedHealth Group Incorporated - $278,278.66, Hudson Technologies Inc - $196,128.68, Alibaba Group Holding Limited SP ADR - $156,057.72, and Kratos Defense & Security Solutions, Inc - $116,395.08. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tracy Murray's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.58M earned over time. The largest contributors to dividend income include First Trust TCW Unconstrained Plus Bond ETF - $2.47M, iShares Core S&P 500 ETF - $951,119.17, First Trust Enhanced Short Maturity Fund - $888,406.93, Fidelity Total Bond ETF - $877,474.5, and Vanguard Value ETF - $803,518.01. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tracy Murray's monthly returns?
Tracy Murray's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Tracy Murray's strategy be considered aggressive or moderate?
Tracy Murray's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Tracy Murray's strategy?
Tracy Murray's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
