Christopher M. Marks Portfolio
Invests via Sterling Investment Counsel LLC | Managed by Cynthia E. Vance, Christopher M. Marks, Phillip K. Vance, Chelsea Blasch
Invests via Sterling Investment Counsel LLC
Managed by Cynthia E. Vance, Christopher M. Marks, Phillip K. Vance, Chelsea Blasch
Automatically Tracked
Christopher M. Marks Profile
Christopher M. Marks has cultivated a distinguished career in corporate finance and investment management, where he excels as a strategic advisor to growth-focused enterprises. With significant expertise in guiding companies through pivotal development phases, his leadership impacts various sectors ranging from technology to healthcare. He has been instrumental in fostering innovation while maximizing operational efficiencies for firms at critical inflection points. His extensive background includes influential roles within both public and private markets, positioning him as a valuable asset in enhancing corporate value and navigating complex market landscapes.
Christopher M. Marks has cultivated a distinguished career in corporate finance and investment management, where he excels as a strategic advisor to growth-focused enterprises. With significant expertise in guiding companies through pivotal development phases, his leadership impacts various sectors ranging from technology to healthcare. He has been instrumental in fostering innovation while maximizing operational efficiencies for firms at critical inflection points. His extensive background includes influential roles within both public and private markets, positioning him as a valuable asset in enhancing corporate value and navigating complex market landscapes.
Investment Philosophy & Strategy
Focused on identifying transformative opportunities, Christopher M. Marks leverages his profound expertise in corporate finance to optimize the strategic positioning of growth-oriented ventures. His approach emphasizes innovation as a core driver for enhancing enterprise value across diverse industries, including technology and healthcare. By fostering strong operational efficiencies and guiding firms through critical developmental stages, he ensures they capitalize effectively on market dynamics. This unique blend of skills allows for dynamic decision-making that aligns closely with the evolving needs of each organization.
Focused on identifying transformative opportunities, Christopher M. Marks leverages his profound expertise in corporate finance to optimize the strategic positioning of growth-oriented ventures. His approach emphasizes innovation as a core driver for enhancing enterprise value across diverse industries, including technology and healthcare. By fostering strong operational efficiencies and guiding firms through critical developmental stages, he ensures they capitalize effectively on market dynamics. This unique blend of skills allows for dynamic decision-making that aligns closely with the evolving needs of each organization.
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:
92.02%
Gain +0.58%
Monthly
1.22%
Yearly
15.63%
Drawdown
20.73%
$432.42M
Equity
Holdings
$432.42M
Investment
$346.87M
$144.63M
Profit +$1.77M
Realized
$59.08M
Unrealized
$85.54M
Dividends
$17.83M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.58%
Profit
$1.77M
Win %
80%
This Week
Compared To Last Week
Gain
2.62%
Profit
$11.03M
Win %
80%
This Month
Compared to last month
Gain
2.62%
Profit
$11.03M
Win %
80%
This Year
Compared to last year
Gain
1.76%
Profit
$7.49M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$1.11M 
PRPL Purple Innovation Inc.
+11.42%
+$332 
ETN Eaton Corporation plc
+7.32%
+$147,834.82 
GOOG Alphabet Inc
+6.88%
+$178,752.54 
GOOGL Alphabet Inc
+6.73%
+$721,893.69 
GOAI Eva Live Inc.
+3.68%
+$1,750 
TT Trane Technologies plc
+3.33%
+$15,535.54 
META Meta Platforms Inc Class A
+3.28%
+$138,381.29 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$15,543.84 
MSFT Microsoft Corp.
+3.02%
+$244,342.62 
NVDA NVIDIA Corporation
+2.93%
+$275,382.22 
CVX Chevron Corporation
+2.35%
+$9,247.92 
GLW Corning Incorporated
+2.24%
+$17,558.85 
CSCO Cisco Systems, Inc.
+2.14%
+$7,430.94 
PANW Palo Alto Networks, Inc.
+1.89%
+$80,460.45 
CRM Salesforce Inc
+1.83%
+$22,094.21 
HCA HCA Healthcare Inc.
+1.72%
+$5,827.59 
CINF Cincinnati Financial Corporation
+1.69%
+$8,790.97 
BUG Global X Cybersecurity ETF
+1.52%
+$16,650.9 
VZ Verizon Communications Inc.
+1.52%
+$3,458.7 
LMT Lockheed Martin Corporation
+1.5%
+$5,005.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$552,702.72 
PH Parker-Hannifin Corporation
+1.43%
+$20,871.14 
PWR Quanta Services Inc.
+1.43%
+$4,549.3 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$10,416.34 
KLAC KLA Corporation
+1.38%
+$2,689.21 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$27,711.21 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$13,150.85 
CAH Cardinal Health Inc.
+1.3%
+$16,883.79 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$12,868.25 
ODC Oil-Dri Corporation of America
+1.18%
+$4,470.63 
AMAT Applied Materials, Inc.
+1.18%
+$11,092.04 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$6,442.9 
NOW ServiceNow, Inc.
+1.05%
+$23,370.52 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$88,084.58 
XLE Energy Select Sector SPDR Fund
+1%
+$18,593.85 
ADP Automatic Data Processing Inc.
+0.98%
+$2,390.56 
OEF iShares S&P 100 ETF
+0.95%
+$2,228.23 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$14,417.92 
WMB The Williams Companies, Inc.
+0.89%
+$3,739.05 
SCHW Charles Schwab Corporation
+0.87%
+$7,423.78 
IBM International Business Machines Corporation
+0.86%
+$2,689.25 
GEV GE Vernova Inc.
+0.85%
+$25,229.16 
MCD McDonald's Corporation
+0.82%
+$12,372.86 
SPXE ProShares S&P 500 Ex-Energy ETF
+0.8%
+$2,834.56 
TSLA Tesla, Inc.
+0.76%
+$5,409.07 
MPC Marathon Petroleum Corporation
+0.76%
+$3,979.37 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$19,007.73 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$21,717.9 
LRGF iShares U.S. Equity Factor ETF
+0.71%
+$6,685.72 
VOO Vanguard S&P 500 ETF
+0.71%
+$10,764.99 
CAT Caterpillar Inc.
+0.7%
+$3,974.66 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$238,336.76 
IVV iShares Core S&P 500 ETF
+0.69%
+$59,294.72 
CATH Global X S&P 500 Catholic Values ETF
+0.68%
+$2,837.4 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$9,901.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,522.58 
MO Altria Group, Inc.
+0.57%
+$1,549.47 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,471.8 
APH Amphenol Corporation
+0.55%
+$10,280.04 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$4,195.33 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,616.02 
EXC Exelon Corporation
+0.53%
+$1,099.2 
STX Seagate Technology Holdings plc
+0.52%
+$7,783.07 
TMP Tompkins Financial Corporation
+0.47%
+$1,864.96 
CSX CSX Corporation
+0.42%
+$1,650.81 
AVGO Broadcom Inc.
+0.37%
+$9,813.6 
PG Procter & Gamble Co
+0.37%
+$1,653.07 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$20,402.34 
BAC Bank of America Corporation
+0.36%
+$1,674.2 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$104,735.79 
RF Regions Financial Corporation
+0.32%
+$1,004.7 
MRK Merck & Co., Inc.
+0.32%
+$5,471.17 
JPM JPMorgan Chase & Co.
+0.27%
+$13,641.28 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$2,334.92 
JNJ Johnson & Johnson
+0.21%
+$2,211.16 
ADI Analog Devices, Inc.
+0.2%
+$3,838.33 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$449.21 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$384.73 
USB U.S. Bancorp
+0.17%
+$864.81 
T AT&T Inc.
+0.17%
+$853.92 
C Citigroup Inc.
+0.1%
+$1,801.79 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$300.42 
WMT Walmart Inc.
+0.09%
+$3,548.37 
AEP American Electric Power Company, Inc.
+0.06%
+$934.85 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$61.6 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$370.38 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$57.9 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$138.02 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$27.15 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.45M 
EIX Edison International
-6.81%
-$26,730.32 
SYK Stryker Corporation
-6.42%
-$58,240.38 
LIN Linde plc
-5.95%
-$19,305.89 
MU Micron Technology, Inc.
-5.9%
-$57,102.71 
ES Eversource Energy
-3.05%
-$10,235.25 
XBI SPDR S&P Biotech ETF
-2.94%
-$7,115.57 
IBIT iShares Bitcoin Trust
-2.89%
-$7,810.08 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$6,670.95 
EQIX Equinix, Inc.
-2.7%
-$25,792.25 
ABBV AbbVie Inc.
-2.51%
-$59,789.27 
XLB Materials Select Sector SPDR Fund
-2.34%
-$32,528.43 
NFLX Netflix, Inc.
-2%
-$4,974.22 
AMD Advanced Micro Devices, Inc.
-1.9%
-$6,560.41 
IBB iShares Biotechnology ETF
-1.87%
-$4,299.06 
GHC Graham Holdings Co.
-1.79%
-$8,901.89 
BBY Best Buy Co., Inc.
-1.78%
-$5,068.44 
UNH UnitedHealth Group Incorporated
-1.68%
-$7,176.06 
GLD SPDR Gold Shares
-1.49%
-$5,417.67 
BIP Brookfield Infrastructure Partners L.P.
-1.49%
-$4,227.93 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$13,448.7 
EPP iShares MSCI Pacific ex Japan ETF
-1.26%
-$4,186.8 
F Ford Motor Company
-1.21%
-$5,120.82 
TJX The TJX Companies, Inc.
-1.21%
-$3,323.5 
IQV IQVIA Holdings Inc.
-1.17%
-$10,429 
DE Deere & Company
-1.13%
-$11,145.18 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$3,093.72 
LOW Lowe's Companies Inc.
-1.08%
-$4,219.93 
PLD Prologis Inc.
-1.08%
-$5,901.3 
CTAS Cintas Corporation
-1.04%
-$7,162.53 
ARKW ARK Next Generation Internet ETF
-1.02%
-$16,045.8 
KO The Coca-Cola Company
-1.02%
-$35,951.4 
UPS United Parcel Service, Inc.
-1%
-$3,958.5 
XOM Exxon Mobil Corporation
-0.97%
-$6,597.36 
MET MetLife Inc.
-0.97%
-$3,949.88 
EWJ iShares MSCI Japan ETF
-0.96%
-$6,039.9 
FNF Fidelity National Financial, Inc.
-0.9%
-$4,418.95 
FE FirstEnergy Corp.
-0.82%
-$2,073.2 
GILD Gilead Sciences Inc.
-0.81%
-$9,643.82 
D Dominion Energy, Inc.
-0.8%
-$2,385.04 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$2,838.61 
VHT Vanguard Health Care ETF
-0.76%
-$1,848.59 
UNM Unum Group
-0.76%
-$2,008.38 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$1,632.61 
MA Mastercard Incorporated
-0.74%
-$7,675.51 
BLK BlackRock, Inc.
-0.73%
-$9,504.17 
EWC iShares MSCI Canada ETF
-0.67%
-$3,160 
DUK Duke Energy Corporation
-0.67%
-$1,995.84 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$1,431.67 
AMGN Amgen Inc.
-0.64%
-$2,284.09 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,714.86 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,836.15 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$1,982.2 
PM Philip Morris International Inc.
-0.61%
-$3,764.17 
EWU iShares MSCI United Kingdom ETF
-0.56%
-$1,792.26 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$157,784.94 
LLY Eli Lilly and Company
-0.53%
-$14,264.51 
IWM iShares Russell 2000 ETF
-0.47%
-$2,618.74 
PEP PepsiCo, Inc.
-0.46%
-$2,673.92 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$7,632.39 
HD The Home Depot, Inc.
-0.42%
-$6,805.54 
MELI MercadoLibre, Inc.
-0.41%
-$3,602.15 
ETR Entergy Corporation
-0.38%
-$1,250.5 
VGT Vanguard Information Technology ETF
-0.38%
-$2,782.96 
AXP American Express Company
-0.38%
-$1,145.53 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,390.18 
TMUS T-Mobile US, Inc.
-0.36%
-$772.37 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$34,118.93 
JTNY JPMorgan New York Tax Free Bond ETF
-0.34%
-$43,126.62 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$911.69 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$877.77 
MTB M&T Bank Corporation
-0.29%
-$2,993.4 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$2,140.55 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$6,640.86 
VTV Vanguard Value ETF
-0.27%
-$1,437.81 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$730.92 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$843.4 
COST Costco Wholesale Corporation
-0.24%
-$3,584.11 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,156.78 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$934.04 
BNDX Vanguard Total International Bond ETF
-0.23%
-$624.58 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$984.93 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$812.54 
MKL Markel Group Inc.
-0.2%
-$504.25 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$843.36 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$4,382.9 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$469.3 
SOUN SoundHound AI Inc.
-0.16%
-$166.97 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$410.7 
FITB Fifth Third Bancorp
-0.16%
-$778.14 
IXUS iShares Core International Stock ETF
-0.15%
-$3,361.26 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$643.24 
EZU iShares MSCI Eurozone ETF
-0.12%
-$1,489.44 
CFG Citizens Financial Group, Inc.
-0.11%
-$2,630.72 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$16,206.8 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$247.15 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$742.34 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$206.08 
NYF iShares New York Muni Bond ETF
-0.04%
-$146.76 
V Visa Inc. Class A
-0.04%
-$1,590.15 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$2,768.03 
UBER Uber Technologies, Inc.
-0.01%
-$198.13 Events
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Dividends
Dividend Analysis
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| Trades 2491 | Longs Won 1724/2491 69% | Profit Factor 6.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $338,235.58 |
| Average Win $100,435.17 | Best Trade (Aug 05) $6.15M | Sharpe Ratio -9.13 |
| Average Loss -$37,189.66 | Worst Trade (Sep 30) -$4.36M | Z-Score 7.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 5d | Expectancy $58,059.32 |
| 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 | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Christopher M. Marks?
The largest contributions to the portfolio's profits come from the following stocks: Invesco NASDAQ 100 ETF - $8.75M, ISHARES S&P 500 GROWTH ETF (3IS8) - $8.67M, Capital Group International Focus Equity ETF - $5.27M, JPMorgan Equity Premium Income Fund - $4.1M, and Apple Inc - $3.9M. 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: iShares U.S. Consumer Discretionary ETF - $1.21M, UnitedHealth Group Incorporated - $617,340.99, Prologis Inc - $404,554.62, Thermo Fisher Scientific Inc - $371,159.32, and Purple Innovation Inc - $351,880.23. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christopher M. Marks's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.83M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $3.98M, Capital Group International Focus Equity ETF - $1.77M, ISHARES S&P 500 GROWTH ETF (3IS8) - $753,716.09, iShares MSCI Emerging Markets ex China ETF - $437,755, and Invesco NASDAQ 100 ETF - $418,902.04. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christopher M. Marks's monthly returns?
Christopher M. Marks'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 Christopher M. Marks's strategy be considered aggressive or moderate?
Christopher M. Marks'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 Christopher M. Marks's strategy?
Christopher M. Marks'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.
