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:
43.57%
Gain +0.74%
Monthly
0.99%
Yearly
12.49%
Drawdown
14.21%
$436.08M
Equity
Holdings
$436.08M
Investment
$381M
$108.07M
Profit +$2.24M
Realized
$52.99M
Unrealized
$55.08M
Dividends
$15.04M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.74%
Profit
$2.24M
Win %
68%
This Week
Compared To Last Week
Gain
-0.75%
Profit
-$3.27M
Win %
68%
This Month
Compared to last month
Gain
-0.32%
Profit
-$1.4M
Win %
68%
This Year
Compared to last year
Gain
1.01%
Profit
$4.39M
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$621,405.67 
ETN Eaton Corporation plc
+7.32%
+$19,335.73 
GOOG Alphabet Inc
+6.88%
+$105,960.61 
GOOGL Alphabet Inc
+6.73%
+$279,459.39 
VRT Vertiv Holdings Co
+6.18%
+$60,669.88 
META Meta Platforms Inc Class A
+3.28%
+$52,792.45 
ONTO Onto Innovation Inc.
+3.22%
+$29,483.44 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$27,636 
MSFT Microsoft Corp.
+3.02%
+$182,589.59 
NVDA NVIDIA Corporation
+2.93%
+$237,262.21 
CVX Chevron Corporation
+2.35%
+$20,326.44 
GLW Corning Incorporated
+2.24%
+$5,896.38 
WDC Western Digital Corporation
+2.21%
+$6,206.83 
CSCO Cisco Systems, Inc.
+2.14%
+$17,155.8 
HII Huntington Ingalls Industries Inc.
+2.05%
+$11,193.98 
ORCL Oracle Corporation
+1.81%
+$5,985.21 
VZ Verizon Communications Inc.
+1.52%
+$3,620.4 
LMT Lockheed Martin Corporation
+1.5%
+$39,767.04 
RRC Range Resources Corporation
+1.49%
+$4,212.01 
CG The Carlyle Group Inc.
+1.46%
+$5,271.42 
GE General Electric Company
+1.42%
+$5,648.69 
KLAC KLA Corporation
+1.38%
+$3,314.2 
COP ConocoPhillips
+1.22%
+$3,104.45 
WFC Wells Fargo & Company
+1.19%
+$3,310.92 
AMAT Applied Materials, Inc.
+1.18%
+$9,664.23 
VUG Vanguard Growth ETF
+1.1%
+$2,533.32 
UNP Union Pacific Corporation
+0.92%
+$5,532.26 
IBM International Business Machines Corporation
+0.86%
+$2,645.32 
GEV GE Vernova Inc.
+0.85%
+$2,758.92 
MCD McDonald's Corporation
+0.82%
+$2,435.41 
FELC Fidelity Enhanced Large Cap Core ETF
+0.78%
+$653,676.21 
TSLA Tesla, Inc.
+0.76%
+$11,165.07 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$7,499.14 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,648.23 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$24,916.58 
VOO Vanguard S&P 500 ETF
+0.71%
+$56,002.24 
CAT Caterpillar Inc.
+0.7%
+$4,326.2 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$300,319.76 
IVV iShares Core S&P 500 ETF
+0.69%
+$78,868.48 
PLTR Palantir Technologies Inc.
+0.65%
+$2,177.59 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$51,086.64 
ACIO Aptus Collared Investment Opportunity ETF
+0.64%
+$68,611.68 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$1,741.47 
APH Amphenol Corporation
+0.55%
+$1,745.9 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$33,701.68 
Q Qnity Electronics Inc.
+0.51%
+$1,964.79 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$955.83 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,638.36 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$3,016.5 
RTX RTX Corporation
+0.39%
+$6,299.16 
AVGO Broadcom Inc.
+0.37%
+$9,787.68 
PG Procter & Gamble Co
+0.37%
+$2,159.22 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,663.02 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$10,088.67 
BAC Bank of America Corporation
+0.36%
+$1,924.12 
MRK Merck & Co., Inc.
+0.32%
+$1,419.04 
SMH VanEck Semiconductor ETF
+0.3%
+$1,564.81 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.28%
+$2,339.54 
DRSK Aptus Defined Risk ETF
+0.28%
+$21,763.92 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.28%
+$856.52 
JPM JPMorgan Chase & Co.
+0.27%
+$4,610.7 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
+0.24%
+$3,068.72 
JNJ Johnson & Johnson
+0.21%
+$2,624.56 
CMI Cummins Inc.
+0.19%
+$1,282.25 
MS Morgan Stanley
+0.17%
+$426.96 
XYL Xylem Inc.
+0.13%
+$432.75 
C Citigroup Inc.
+0.1%
+$357.73 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$706.14 
WMT Walmart Inc.
+0.09%
+$1,376.63 
SOXX iShares Semiconductor ETF
+0.07%
+$129.6 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$95.73 
SHV iShares Short Treasury Bond ETF
+0.03%
+$138.63 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$52.98 
TBLL Invesco Short Term Treasury ETF
+0.02%
+$719 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-7.35%
-$847,533.8 
LIN Linde plc
-5.95%
-$13,284.14 
MU Micron Technology, Inc.
-5.9%
-$72,746.59 
FBT First Trust NYSE Arca Biotechnology Index Fund
-3.01%
-$12,623.6 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$7,482.75 
QCOM QUALCOMM Incorporated
-2.63%
-$6,012.95 
ABBV AbbVie Inc.
-2.51%
-$16,873.76 
BA Boeing Company
-2.15%
-$6,868.67 
ARKF Ark Fintech Innovation ETF
-2.1%
-$8,817.9 
CCJ Cameco Corporation
-2.1%
-$18,860.75 
NFLX Netflix, Inc.
-2%
-$6,505.76 
AMD Advanced Micro Devices, Inc.
-1.9%
-$24,402.89 
PCYO Pure Cycle Corporation
-1.87%
-$6,266.6 
BBY Best Buy Co., Inc.
-1.78%
-$4,982.64 
UNH UnitedHealth Group Incorporated
-1.68%
-$22,100.85 
LRCX Lam Research Corporation
-1.58%
-$8,450.62 
DD DuPont de Nemours, Inc.
-1.32%
-$5,056.32 
TJX The TJX Companies, Inc.
-1.21%
-$3,081.58 
SRE Sempra
-1.15%
-$3,296 
TXN Texas Instruments Inc
-1.08%
-$2,585.14 
INTC Intel Corporation
-1.02%
-$4,286.37 
KO The Coca-Cola Company
-1.02%
-$3,899.7 
XOM Exxon Mobil Corporation
-0.97%
-$11,026.71 
MCHP Microchip Technology Incorporated
-0.96%
-$2,844.73 
PGR Progressive Corporation
-0.87%
-$6,712.74 
MA Mastercard Incorporated
-0.74%
-$3,871.75 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.65%
-$3,493.79 
AMGN Amgen Inc.
-0.64%
-$1,411.13 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,110.4 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$200,715.77 
PM Philip Morris International Inc.
-0.61%
-$2,077.96 
ACGL Arch Capital Group Ltd
-0.6%
-$2,311.29 
SCHF Schwab International Equity ETF
-0.58%
-$4,604 
LLY Eli Lilly and Company
-0.53%
-$7,288.57 
JIVE JPMorgan International Value ETF
-0.46%
-$1,196.8 
HD The Home Depot, Inc.
-0.42%
-$2,777.26 
AXP American Express Company
-0.38%
-$1,492.24 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,477.22 
VNLA Janus Henderson Short Duration Income ETF
-0.36%
-$3,311.35 
FTCB First Trust Core Investment Grade ETF
-0.34%
-$802.97 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$9,958.26 
FTLS First Trust Long/Short Equity ETF
-0.31%
-$48,515.51 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$16,994.52 
FBND Fidelity Total Bond ETF
-0.27%
-$43,356.6 
VTV Vanguard Value ETF
-0.27%
-$42,689.32 
SCIO First Trust Structured Credit Income Opportunities ETF
-0.24%
-$698.85 
COST Costco Wholesale Corporation
-0.24%
-$1,648.42 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$570.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,507.14 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$433.44 
SYZ Lazard U.S. Systematic Small Cap Equity ETF
-0.11%
-$17,908.34 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$401.36 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$6,001.76 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$16,852.5 
FMB First Trust Managed Municipal Fund
-0.08%
-$2,758.84 
FSMB First Trust Short Duration Managed Municipal ETF
-0.05%
-$105.92 
VO Vanguard Mid-Cap ETF
-0.05%
-$317.28 
V Visa Inc. Class A
-0.04%
-$354.45 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$316.56 Events
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Dividends
Dividend Analysis
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| Trades 1706 | Longs Won 1079/1706 63% | Profit Factor 11.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $540,383.86 |
| Average Win $109,813.43 | Best Trade (Aug 14) $17.88M | Sharpe Ratio -10.35 |
| Average Loss -$16,612.79 | Worst Trade (Dec 30) -$986,117.76 | Z-Score -4.77 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 5d | Expectancy $63,348.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 34,565 | $8.28M | $10.68M | - | $2.4M | 29.01% | -7.354% |
| ABBV AbbVie Inc. | 2,608 | $599,600.62 | $654,451.52 | - | $54,850.9 | 9.15% | -2.513% |
| ACGL Arch Capital Group Ltd | 3,789 | $363,443.4 | $380,908.17 | - | $17,464.77 | 4.81% | -0.603% |
| ACIO Aptus Collared Investment Opportunity ETF | 236,592 | $10.34M | $10.87M | - | $526,605.76 | 5.09% | +0.635% |
| AMAT Applied Materials, Inc. | 1,638 | $333,450.05 | $831,563.48 | - | $498,113.43 | 149.38% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 2,641 | $1.02M | $1.26M | - | $239,080.86 | 23.48% | -1.904% |
| AMGN Amgen Inc. | 569 | $206,046.28 | $219,156.04 | - | $13,109.76 | 6.36% | -0.64% |
| AMZN Amazon.com Inc | 17,223 | $3.4M | $4.68M | - | $1.27M | 37.38% | +15.321% |
| APH Amphenol Corporation | 7,936 | $195,923.97 | $318,828.8 | - | $122,904.83 | 62.73% | +0.551% |
| ARKF Ark Fintech Innovation ETF | 10,374 | $407,967.68 | $411,329.1 | - | $3,361.42 | 0.82% | -2.099% |
| AVGO Broadcom Inc. | 6,797 | $2.37M | $2.65M | - | $279,772.67 | 11.82% | +0.371% |
| AXP American Express Company | 1,175 | $397,443.75 | $395,093.75 | - | -$2,350 | -0.59% | -0.376% |
| BA Boeing Company | 1,443 | $304,123.66 | $311,890.02 | - | $7,766.36 | 2.55% | -2.155% |
| BAC Bank of America Corporation | 8,746 | $380,681.85 | $541,814.7 | - | $161,132.85 | 42.33% | +0.356% |
| BBY Best Buy Co., Inc. | 3,194 | $326,062.88 | $275,514.44 | - | -$50,548.44 | -15.5% | -1.776% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 3,191 | $291,593.58 | $292,550.88 | - | $957.3 | 0.33% | +0.033% |
| BRK-B Berkshire Hathaway Inc. | 2,507 | $1.18M | $1.28M | - | $107,328.9 | 9.13% | +0.365% |
| BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December | 27,524 | $777,277.76 | $822,554.74 | - | $45,276.98 | 5.83% | +0.285% |
| BUFR FT Vestladder Buffer ETF-USD I | 20,110 | $688,968.6 | $739,444.7 | - | $50,476.1 | 7.33% | +0.41% |
| C Citigroup Inc. | 2,752 | $284,234.82 | $364,502.4 | - | $80,267.58 | 28.24% | +0.098% |
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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 - $9.65M, iShares Core S&P 500 ETF - $5.6M, NVIDIA Corporation - $4.8M, and iShares MSCI USA Quality Factor ETF - $3.37M. 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 - $873,894.57, UnitedHealth Group Incorporated - $278,278.66, Hudson Technologies Inc - $196,128.68, Alibaba Group Holding Limited SP ADR - $139,680.26, 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 $15.04M earned over time. The largest contributors to dividend income include First Trust TCW Unconstrained Plus Bond ETF - $2.7M, First Trust Enhanced Short Maturity Fund - $958,355.54, Fidelity Total Bond ETF - $937,586.19, iShares Core S&P 500 ETF - $899,042.67, and Vanguard Value ETF - $741,930.39. 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.
