Christian Keedy Portfolio
Invests via Guardian Wealth Advisors LLC / Nc | Managed by Christian Keedy, Michael Hensley, Todd Misenheimer, Rand Millwood, Russell Smith, Greg Rhinehardt, Marissa Pratt, Maddy Carlson
Invests via Guardian Wealth Advisors LLC / Nc
Managed by Christian Keedy, Michael Hensley, Todd Misenheimer, Rand Millwood, Russell Smith, Greg Rhinehardt, Marissa Pratt, Maddy Carlson
Automatically Tracked
Christian Keedy Profile
Christian Keedy has built a robust career as a technology commercialization leader, focusing on bridging innovative products to market success. With extensive experience in developing and scaling tech-based ventures, he brings significant expertise in aligning product development with consumer demand. His leadership extends across various startups and established firms where he has orchestrated successful go-to-market strategies and partnerships. Keedy's background encompasses diverse sectors, including software and digital solutions, positioning him as a pivotal figure for organizations seeking transformative growth through technological advancement.
Christian Keedy has built a robust career as a technology commercialization leader, focusing on bridging innovative products to market success. With extensive experience in developing and scaling tech-based ventures, he brings significant expertise in aligning product development with consumer demand. His leadership extends across various startups and established firms where he has orchestrated successful go-to-market strategies and partnerships. Keedy's background encompasses diverse sectors, including software and digital solutions, positioning him as a pivotal figure for organizations seeking transformative growth through technological advancement.
Investment Philosophy & Strategy
Innovation plays a central role in shaping Christian Keedy's investment approach. With a rich history in technology commercialization, his strategies focus on identifying startups poised to disrupt conventional markets. Emphasizing scalability and strategic market fit, he carefully evaluates ventures that harness emerging technologies to fulfill evolving consumer needs. This perspective allows him to leverage operational expertise while fostering partnerships that enhance growth trajectories. His commitment to guiding businesses through pivotal transitions enables the realization of value-driven innovations.
Innovation plays a central role in shaping Christian Keedy's investment approach. With a rich history in technology commercialization, his strategies focus on identifying startups poised to disrupt conventional markets. Emphasizing scalability and strategic market fit, he carefully evaluates ventures that harness emerging technologies to fulfill evolving consumer needs. This perspective allows him to leverage operational expertise while fostering partnerships that enhance growth trajectories. His commitment to guiding businesses through pivotal transitions enables the realization of value-driven innovations.
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:
134.06%
Gain -0.66%
Monthly
1.39%
Yearly
17.99%
Drawdown
27.89%
$1.77B
Equity
Holdings
$1.77B
Investment
$1.31B
$467.05M
Profit -$4.41M
Realized
$11.8M
Unrealized
$455.24M
Dividends
$83.23M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.66%
Profit
-$4.41M
Win %
78%
This Week
Compared To Last Week
Gain
-1.1%
Profit
-$19.56M
Win %
78%
This Month
Compared to last month
Gain
-0.72%
Profit
-$12.78M
Win %
78%
This Year
Compared to last year
Gain
0.86%
Profit
$14.98M
Win %
77%
CPRT Copart Inc.
+7.54%
+$131,142.88 
SNDK SanDisk Corporation
+7.36%
+$36,546.27 
AMD Advanced Micro Devices, Inc.
+6.49%
+$235,701.68 
STX Seagate Technology Holdings plc
+5.62%
+$12,888.24 
HAL Halliburton Company
+4.8%
+$12,198.37 
GLW Corning Incorporated
+4.65%
+$15,432.8 
WDC Western Digital Corporation
+4.63%
+$16,927.49 
F Ford Motor Company
+3.42%
+$9,475.3 
URI United Rentals, Inc.
+3.06%
+$19,814.23 
MIST Milestone Pharmaceuticals Inc.
+2.8%
+$10,183.5 
MU Micron Technology, Inc.
+2.42%
+$109,792.85 
SNPS Synopsys, Inc.
+2.38%
+$7,612.56 
KMI Kinder Morgan, Inc.
+2.34%
+$7,916.23 
CVS CVS Health Corporation
+2.29%
+$5,901.26 
TXN Texas Instruments Inc
+2.27%
+$16,245.41 
ADI Analog Devices, Inc.
+2.16%
+$5,359.44 
GE General Electric Company
+2.13%
+$17,833.06 
DIS The Walt Disney Company
+1.97%
+$10,168.06 
NOC Northrop Grumman Corporation
+1.95%
+$4,667.53 
PWR Quanta Services Inc.
+1.94%
+$87,110.2 
COP ConocoPhillips
+1.81%
+$11,256.96 
LMT Lockheed Martin Corporation
+1.76%
+$12,621 
CI The Cigna Group
+1.64%
+$5,045.29 
COF Capital One Financial Corporation
+1.57%
+$4,759.56 
FANG Diamondback Energy Inc
+1.49%
+$41,770.22 
MCK McKesson Corporation
+1.46%
+$19,888.41 
AHR American Healthcare REIT, Inc.
+1.32%
+$3,301.5 
GEV GE Vernova Inc.
+1.32%
+$6,541.57 
T AT&T Inc.
+1.22%
+$11,849.7 
IXC iShares Global Energy ETF
+1.2%
+$10,788.34 
CVX Chevron Corporation
+1.17%
+$26,419.41 
LHX L3Harris Technologies, Inc.
+1.15%
+$4,059.29 
RTX RTX Corporation
+1.12%
+$21,335.86 
APD Air Products and Chemicals, Inc.
+1.1%
+$3,561.61 
TILL Teucrium Agricultural Strategy No K-1 ETF
+1.06%
+$8,610.2 
FCNCA First Citizens BancShares, Inc.
+1.02%
+$28,910.55 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.99%
+$22,971.99 
DG Dollar General Corporation
+0.99%
+$2,245.76 
OILK ProShares K-1 Free Crude Oil Strategy ETF
+0.99%
+$11,711.13 
LIN Linde plc
+0.97%
+$5,183.64 
CME CME Group Inc.
+0.96%
+$3,118.08 
MO Altria Group, Inc.
+0.95%
+$2,551.91 
SCHW Charles Schwab Corporation
+0.94%
+$3,629.71 
XOM Exxon Mobil Corporation
+0.93%
+$24,362.21 
SCHA Schwab U.S. Small-Cap ETF
+0.88%
+$5,495.06 
CFG Citizens Financial Group, Inc.
+0.85%
+$1,824.48 
AIG American International Group Inc.
+0.81%
+$1,878.6 
AMT American Tower Corporation
+0.8%
+$15,267 
PM Philip Morris International Inc.
+0.79%
+$6,298.19 
FNB F.N.B. Corporation
+0.78%
+$3,379.65 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.77%
+$27,674.71 
UMBF UMB Financial Corporation
+0.77%
+$2,355.95 
CEF Sprott Physical Gold and Silver Trust
+0.77%
+$2,881.16 
WFC Wells Fargo & Company
+0.77%
+$5,834.02 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+0.76%
+$51,452.4 
EPRX Eupraxia Pharmaceuticals Inc.
+0.75%
+$525 
APH Amphenol Corporation
+0.75%
+$17,621.78 
GIS General Mills, Inc.
+0.74%
+$4,026.36 
VTWG Vanguard Russell 2000 Growth ETF
+0.74%
+$1,767.88 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.74%
+$6,429.77 
RY Royal Bank of Canada
+0.73%
+$6,981.47 
GD General Dynamics Corporation
+0.71%
+$2,226.78 
BNL Broadstone Net Lease Inc.
+0.71%
+$2,872.2 
PHYS Sprott Physical Gold Trust
+0.7%
+$22,869.13 
TSLA Tesla, Inc.
+0.69%
+$74,803.19 
UNH UnitedHealth Group Incorporated
+0.69%
+$12,394.26 
QS QuantumScape Corp
+0.65%
+$551.28 
PNC The PNC Financial Services Group, Inc.
+0.65%
+$3,489.77 
QCOM QUALCOMM Incorporated
+0.64%
+$6,690.85 
BAC Bank of America Corporation
+0.62%
+$15,497.35 
VMI Valmont Industries, Inc.
+0.62%
+$18,461.59 
GLD SPDR Gold Shares
+0.62%
+$8,249.8 
BNY BlackRock New York Municipal Income Trust
+0.61%
+$4,893.62 
EME EMCOR Group, Inc.
+0.61%
+$2,342.78 
EXC Exelon Corporation
+0.59%
+$1,234.98 
BA Boeing Company
+0.58%
+$6,285.58 
AVUV Avantis U.S. Small Cap Value ETF
+0.56%
+$2,934.74 
MKL Markel Group Inc.
+0.56%
+$3,098.52 
SLV iShares Silver Trust
+0.53%
+$3,225.55 
PSLV Sprott Physical Silver Trust
+0.53%
+$13,595.23 
IWM iShares Russell 2000 ETF
+0.52%
+$1,421.99 
VZ Verizon Communications Inc.
+0.51%
+$2,746.94 
VTWO Vanguard Russell 2000 ETF
+0.51%
+$1,328.66 
JSMD Janus Small-Mid Cap Growth Alpha Fund
+0.49%
+$1,419.18 
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$6,005.52 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.48%
+$1,053.08 
TT Trane Technologies plc
+0.47%
+$1,936.83 
DVY iShares Select Dividend ETF
+0.45%
+$6,711.89 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.45%
+$114,332.6 
OSCV Opus Small Cap Value ETF
+0.43%
+$289,009.78 
GM General Motors Company
+0.43%
+$1,821.51 
UBSI United Bankshares, Inc.
+0.43%
+$1,132.52 
C Citigroup Inc.
+0.42%
+$2,178.91 
SCHM Schwab U.S. Mid-Cap ETF
+0.41%
+$1,819.5 
MA Mastercard Incorporated
+0.39%
+$5,050.57 
USB U.S. Bancorp
+0.35%
+$1,547.67 
FNDF Schwab Fundamental International Large Company Index ETF
+0.34%
+$10,056.89 
ALL Allstate Corporation
+0.34%
+$1,203.27 
PGR Progressive Corporation
+0.33%
+$9,762.12 
MSI Motorola Solutions, Inc.
+0.33%
+$801.04 
KO The Coca-Cola Company
+0.33%
+$4,257.61 
CDNS Cadence Design Systems, Inc.
+0.32%
+$2,332.09 
MDY SPDR S&P MidCap 400 ETF Trust
+0.32%
+$759.99 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+0.32%
+$2,207.96 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$6,859 
MTB M&T Bank Corporation
+0.3%
+$861.63 
AFL Aflac Inc.
+0.3%
+$1,413.37 
VTWV Vanguard Russell 2000 Value Index Fund
+0.27%
+$609.66 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.26%
+$814.44 
VO Vanguard Mid-Cap ETF
+0.26%
+$16,583.6 
SH ProShares Short S&P500
+0.25%
+$18,649.76 
ISCB iShares Morningstar Small-Cap ETF
+0.25%
+$767.79 
VB Vanguard Small-Cap ETF
+0.24%
+$7,254 
SCHD Schwab U.S. Dividend Equity ETF
+0.23%
+$2,265.84 
CAT Caterpillar Inc.
+0.23%
+$5,701.7 
MRK Merck & Co., Inc.
+0.22%
+$2,858.5 
AAPL Apple Inc.
+0.22%
+$72,120.81 
MET MetLife Inc.
+0.21%
+$1,356.18 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.21%
+$465.72 
VTV Vanguard Value ETF
+0.21%
+$2,345.75 
NEE NextEra Energy, Inc.
+0.21%
+$2,138.74 
MCD McDonald's Corporation
+0.21%
+$1,899.52 
PG Procter & Gamble Co
+0.2%
+$2,989.42 
TFC Truist Financial Corporation
+0.2%
+$7,875.18 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.18%
+$1,120.79 
REET iShares Global REIT ETF
+0.18%
+$953 
FVD First Trust Value Line Dividend Index Fund
+0.18%
+$382.5 
JEPI JPMorgan Equity Premium Income Fund
+0.17%
+$18,086.1 
AEP American Electric Power Company, Inc.
+0.17%
+$346.8 
SPLV Invesco S&P 500 Low Volatility ETF
+0.17%
+$866.58 
GILD Gilead Sciences Inc.
+0.16%
+$669.24 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.16%
+$643.28 
HIG The Hartford Insurance Group, Inc.
+0.15%
+$367.72 
WM Waste Management, Inc.
+0.15%
+$1,050.91 
MDLZ Mondelez International, Inc.
+0.14%
+$477.09 
UFOX Defiance Connective Technologies ETF
+0.13%
+$3,021.16 
PEP PepsiCo, Inc.
+0.13%
+$1,075.32 
LOW Lowe's Companies Inc.
+0.12%
+$1,084.36 
JUDB Aptus July Deep Buffer ETF
+0.11%
+$1,139.61 
ABUF Aptus Laddered Buffer ETF
+0.11%
+$604.38 
FEOE First Eagle Overseas Equity ETF
+0.11%
+$273.6 
IWR iShares Russell Mid-Cap ETF
+0.1%
+$1,050.61 
TRV The Travelers Companies, Inc.
+0.1%
+$917.38 
NXTG First Trust Indxx NextG ETF
+0.08%
+$549.86 
MSIF MSC Income Fund Inc.
+0.08%
+$117.97 
EFV iShares MSCI EAFE Value ETF
+0.07%
+$10,510.68 
DFAI Dimensional International Core Equity Market ETF
+0.07%
+$10,132.29 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.07%
+$29,304.35 
UBER Uber Technologies, Inc.
+0.06%
+$184.72 
OCTB Aptus October Buffer ETF
+0.05%
+$662.12 
IEV iShares Europe ETF
+0.05%
+$435.36 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$2,024.89 
CSX CSX Corporation
+0.05%
+$183.95 
DDFN Innovator Equity Dual Directional 15 Buffer ETF – November
+0.05%
+$111.7 
DDFF Innovator Equity Dual Directional 15 Buffer ETF - February
+0.05%
+$113 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$1,418.56 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.04%
+$1,423.52 
SCHF Schwab International Equity ETF
+0.04%
+$271.55 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$144.28 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.03%
+$979.5 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.03%
+$9,169.08 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$126.45 
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
+0.03%
+$112.46 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$1,840.74 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$294.56 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.02%
+$366.75 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$72.39 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$436.36 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$2,804.66 
RSP Invesco S&P 500 Equal Weight ETF
+0.02%
+$101.2 
JANB Aptus January Buffer ETF
+0.02%
+$602.68 
FTCS First Trust Capital Strength ETF
+0.01%
+$382.81 
SO The Southern Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BALT Inn Defined Wealth Shield Mutual Fund
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
JUCY Aptus Enhanced Yield ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 BPRE
BPRE
0%
$0 DDFS
DDFS
0%
$0 KHPI
KHPI
0%
$0 JULB
JULB
0%
$0 
APDB Aptus April Deep Buffer ETF
0%
$0 
PGEN Precigen Inc.
-6.01%
-$17,315.61 
AVGO Broadcom Inc.
-5.93%
-$1.05M 
AMAT Applied Materials, Inc.
-5.13%
-$90,491.54 
CRWD CrowdStrike Holdings, Inc.
-3.82%
-$25,382.28 
ORCL Oracle Corporation
-3.76%
-$70,307.16 
ADUR Aduro Clean Technologies Inc.
-3.58%
-$24,000 
FIG Figma Inc. Class A Common Stock
-3.57%
-$62,155.62 
FTNT Fortinet Inc.
-3.29%
-$10,863.68 
PANW Palo Alto Networks, Inc.
-2.95%
-$14,985.43 
BN Brookfield Corporation
-2.79%
-$5,930.82 
PLTR Palantir Technologies Inc.
-2.78%
-$52,816.21 
KLAC KLA Corporation
-2.68%
-$7,171.12 
SHOP Shopify Inc.
-2.64%
-$25,273.22 
CRM Salesforce Inc
-2.57%
-$22,854.16 
CIBR First Trust NASDAQ Cybersecurity ETF
-2.54%
-$7,966.4 
NOW ServiceNow, Inc.
-2.53%
-$58,717.54 
ANET Arista Networks, Inc.
-2.37%
-$12,794.7 
LLY Eli Lilly and Company
-2.35%
-$138,956.26 
DAL Delta Air Lines, Inc.
-2.15%
-$7,644 
SKYY First Trust Cloud Computing ETF
-2.11%
-$30,016.56 
VRTX Vertex Pharmaceuticals Incorporated
-2.11%
-$11,445.4 
HONA Honeywell Aerospace Inc.
-2.03%
-$4,281.45 
JBL Jabil Inc.
-1.96%
-$7,267.24 
INTC Intel Corporation
-1.93%
-$26,920.54 
RKT Rocket Companies, Inc. Class A
-1.86%
-$4,602.64 
ARKK ARK Innovation ETF Fund
-1.84%
-$6,405.28 
NVO Novo Nordisk A/S Sponsored ADR
-1.79%
-$6,444.53 
ISRG Intuitive Surgical, Inc.
-1.7%
-$47,617.1 
CSCO Cisco Systems, Inc.
-1.57%
-$36,781.92 
LRCX Lam Research Corporation
-1.41%
-$28,131.66 
LH Labcorp Holdings Inc.
-1.38%
-$7,983.4 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-1.35%
-$31,983.6 
UNP Union Pacific Corporation
-1.35%
-$15,145.81 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$7,710.64 
NUE Nucor Corporation
-1.29%
-$7,848.38 
BMY Bristol-Myers Squibb Company
-1.24%
-$3,728 
NKE Nike, Inc. - Class B
-1.21%
-$2,489 
ADP Automatic Data Processing Inc.
-1.18%
-$3,664.25 
IBM International Business Machines Corporation
-1.16%
-$4,799.64 
TJX The TJX Companies, Inc.
-1.1%
-$4,989.5 
NSC Norfolk Southern Corporation
-1.01%
-$13,133.47 
AKRE Akre Focus ETF
-0.95%
-$26,661.18 
ILMN Illumina, Inc.
-0.93%
-$2,631.6 
AMZN Amazon.com Inc
-0.93%
-$132,920.58 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.91%
-$945.27 
CARR Carrier Global Corporation
-0.9%
-$3,278.07 
ACN Accenture plc Class A
-0.89%
-$3,815.72 
META Meta Platforms Inc Class A
-0.85%
-$25,077.36 
HD The Home Depot, Inc.
-0.85%
-$50,431.35 
SBUX Starbucks Corporation
-0.8%
-$4,925.94 
CHE Chemed Corporation
-0.78%
-$18,306.21 
BLK BlackRock, Inc.
-0.75%
-$8,027.69 
DELL Dell Technologies Inc.
-0.75%
-$6,210.27 
DRSK Aptus Defined Risk ETF
-0.74%
-$993,665.82 
IBIT iShares Bitcoin Trust
-0.73%
-$3,210.04 
DHI D.R. Horton, Inc.
-0.72%
-$2,021.76 
BR Broadridge Financial Solutions, Inc.
-0.72%
-$6,624.13 
MCO Moody's Corporation
-0.72%
-$2,527.21 
SYK Stryker Corporation
-0.71%
-$2,864.97 
CGDV Capital Group Dividend Value ETF
-0.7%
-$461,337.8 
SHW The Sherwin-Williams Company
-0.68%
-$1,457.74 
TGT Target Corporation
-0.66%
-$2,172.25 
EMR Emerson Electric Co.
-0.66%
-$4,570.6 
JNJ Johnson & Johnson
-0.66%
-$17,194.81 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.64%
-$1,745.45 
AMGN Amgen Inc.
-0.63%
-$3,718.83 
CGGR Capital Group Growth ETF
-0.61%
-$44,908.82 
DE Deere & Company
-0.6%
-$2,671.81 
QUAL iShares MSCI USA Quality Factor ETF
-0.59%
-$51,735.67 
MOAT VanEck Morningstar Wide Moat Fund
-0.59%
-$14,545.03 
BKNG Booking Holdings Inc.
-0.58%
-$2,263.5 
CTAS Cintas Corporation
-0.58%
-$2,918.59 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$80,379.3 
ABBV AbbVie Inc.
-0.55%
-$16,311.34 
NVS Novartis AG Sponsored ADR
-0.53%
-$2,213.73 
FCX Freeport-McMoRan Inc.
-0.51%
-$1,349.12 
IXN iShares Global Tech ETF
-0.51%
-$3,960.24 
CPHC Canterbury Park Holding Corporation
-0.51%
-$3,065.52 
VIG Vanguard Dividend Appreciation ETF
-0.48%
-$30,040.36 
CSQ Calamos Strategic Total Return Fund
-0.48%
-$2,282.22 
MS Morgan Stanley
-0.47%
-$2,552.32 
TQQQ ProShares UltraPro QQQ
-0.47%
-$2,883.24 
MRSH Marsh & McLennan Companies, Inc.
-0.46%
-$1,383.28 
DUK Duke Energy Corporation
-0.46%
-$5,475.42 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.44%
-$17,864.54 
IYW iShares U.S. Technology ETF
-0.42%
-$2,121.14 
VUG Vanguard Growth ETF
-0.42%
-$5,757 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.42%
-$2,031.15 
ETN Eaton Corporation plc
-0.4%
-$857.21 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.39%
-$1,195.02 
XLK State Street Technology Select Sector SPDR ETF
-0.39%
-$1,314.74 
V Visa Inc. Class A
-0.39%
-$30,808.37 
WMT Walmart Inc.
-0.39%
-$25,489.35 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.39%
-$1,911.84 
VWO Vanguard FTSE Emerging Markets ETF
-0.39%
-$825.09 
VOOG Vanguard S&P 500 Growth ETF
-0.39%
-$1,213.08 
AXP American Express Company
-0.35%
-$3,523.36 
GS The Goldman Sachs Group, Inc.
-0.35%
-$9,196.44 
VLO Valero Energy Corporation
-0.35%
-$2,277.62 
DMBS DoubleLine Mortgage ETF
-0.34%
-$1,592.41 
EMKT Lazard Emerging Markets Opportunities ETF
-0.34%
-$6,712.86 
VGT Vanguard Information Technology ETF
-0.33%
-$9,167.19 
EFG iShares MSCI EAFE Growth ETF
-0.32%
-$1,727.2 
MBB iShares MBS ETF
-0.31%
-$6,029.68 
REGN Regeneron Pharmaceuticals, Inc.
-0.3%
-$1,057.78 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$1,852.32 
MSFT Microsoft Corp.
-0.29%
-$59,938.43 
IWF iShares Russell 1000 Growth ETF
-0.29%
-$1,290.56 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.29%
-$26,497.25 
PHM PulteGroup Inc.
-0.29%
-$776.72 
VONG Vanguard Russell 1000 Growth Fund
-0.29%
-$19,842.73 
MUB iShares National Muni Bond ETF
-0.28%
-$5,330.7 
MPC Marathon Petroleum Corporation
-0.27%
-$2,284.8 
COWZ Pacer US Cash Cows 100 ETF
-0.27%
-$2,195.45 
CB Chubb Limited
-0.27%
-$1,035.01 
DFCF Dimensional Core Fixed Income ETF
-0.26%
-$14,498.99 
DUBS Aptus Large Cap Enhanced Yield ETF
-0.25%
-$53,683.08 
ESGU iShares ESG Aware MSCI USA ETF
-0.25%
-$541.38 
RSG Republic Services, Inc.
-0.24%
-$618.28 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$728.31 
USMV iShares MSCI USA Min Vol Factor ETF
-0.24%
-$7,688.88 
SPEM SPDR Portfolio Emerging Markets ETF
-0.23%
-$1,166.88 
SCHX Schwab U.S. Large-Cap ETF
-0.23%
-$199,487.75 
JCPB JPMorgan Core Plus Bond ETF
-0.23%
-$64,846.64 
XCEM Columbia EM Core ex-China ETF
-0.22%
-$16,180.93 
ADME Aptus Drawdown Managed Equity Fund
-0.22%
-$52,518.16 
AGG iShares Core U.S. Aggregate Bond ETF
-0.21%
-$1,151.22 
DGRO iShares Core Dividend Growth ETF
-0.21%
-$10,574 
ASML ASML Holding N.V. New York Registry Shares
-0.21%
-$1,723.81 
DBND DoubleLine Opportunistic Bond ETF
-0.21%
-$29,164.45 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.2%
-$8,096.22 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$35,558.13 
FBND Fidelity Total Bond ETF
-0.2%
-$4,824.68 
AMP Ameriprise Financial, Inc.
-0.2%
-$548.05 
IGRO iShares International Dividend Growth ETF
-0.19%
-$1,257.3 
VOO Vanguard S&P 500 ETF
-0.19%
-$135,432.18 
SCHK Schwab 1000 Index ETF
-0.19%
-$5,397.91 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.19%
-$19,147.78 
EDOW First Trust Dow 30 Equal Weight ETF
-0.18%
-$7,247.91 
IVV iShares Core S&P 500 ETF
-0.18%
-$35,814.15 
BKAG BNY Mellon Core Bond ETF
-0.18%
-$7,709.02 
UUP Invesco DB US Dollar Index Bullish Fund
-0.18%
-$2,679.1 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$682.3 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.15%
-$22,074.26 
IWB iShares Russell 1000 ETF
-0.15%
-$5,916.65 
VONE Vanguard Russell 1000 ETF
-0.14%
-$681.84 
GOOGL Alphabet Inc
-0.14%
-$21,070.12 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$9,826.86 
QQQM Invesco NASDAQ 100 ETF
-0.14%
-$2,103.71 
SCHB Schwab U.S. Broad Market ETF
-0.13%
-$560.73 
PLD Prologis Inc.
-0.13%
-$486.21 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$1,102.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$9,369.93 
GOOG Alphabet Inc
-0.12%
-$6,593.84 
APRB Aptus April Buffer ETF
-0.11%
-$1,314.03 
IWV ISHARES RUSSELL 3000 ETF
-0.1%
-$2,172.65 
COST Costco Wholesale Corporation
-0.1%
-$2,078.45 
TYL Tyler Technologies Inc.
-0.09%
-$456.03 
LQTI FT Vest Investment Grade & Target Income ETF
-0.09%
-$34,349.88 
CMI Cummins Inc.
-0.09%
-$170.8 
JPM JPMorgan Chase & Co.
-0.09%
-$8,856.39 
NFLX Netflix, Inc.
-0.08%
-$629.39 
CGSD Capital Group Short Duration Income ETF
-0.08%
-$456.98 
SCHP Schwab U.S. TIPS ETF
-0.08%
-$172.8 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$620.46 
ACIO Aptus Collared Investment Opportunity ETF
-0.06%
-$136,299.69 
NVDA NVIDIA Corporation
-0.06%
-$27,507.9 
FRDM Freedom 100 Emerging Markets ETF
-0.06%
-$24,409 
PFE Pfizer Inc.
-0.06%
-$563.57 
ITW Illinois Tool Works Inc.
-0.06%
-$120.32 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$1,624.93 
IWD iShares Russell 1000 Value ETF
-0.05%
-$867.23 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$505.46 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.05%
-$245.88 
MRVL Marvell Technology, Inc.
-0.04%
-$126.38 
ATO Atmos Energy Corporation
-0.04%
-$97.03 
UMAR Innovator U.S. Equity Ultra Fund
-0.04%
-$122.75 
RDVY First Trust Rising Dividend Achievers ETF
-0.04%
-$19,965.27 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.03%
-$2,264.93 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.03%
-$200.3 
ABT Abbott Laboratories
-0.02%
-$136.28 
ICSH iShares Short Treasury Bond ETF
-0.02%
-$603.67 
IEFA iShares Core MSCI EAFE ETF
-0.02%
-$318.36 
IXUS iShares Core International Stock ETF
-0.02%
-$204.31 
DIHP Dimensional International High Profitability Portfolio
-0.01%
-$58.06 
XJUL FT Vest US Equity Enhanced Fund
-0.01%
-$29.32 
GJUL FT Vest US Equity Moderate Class B
-0.01%
-$45 Events
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Dividends
Dividend Analysis
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| Trades 5987 | Longs Won 4120/5987 68% | Profit Factor 10.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $758,353.03 |
| Average Win $125,471.43 | Best Trade (Aug 15) $34.48M | Sharpe Ratio -8.76 |
| Average Loss -$26,725.58 | Worst Trade (Sep 02) -$2.62M | Z-Score 19.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 6d | Expectancy $78,010.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 107,643 | $18.89M | $32.93M | - | $14.04M | 74.29% | +0.219% |
| ABBV AbbVie Inc. | 11,906 | $2.02M | $2.97M | - | $951,064.12 | 47.11% | -0.546% |
| ABT Abbott Laboratories | 5,451 | $623,403.48 | $606,396.49 | - | -$17,006.99 | -2.73% | -0.022% |
| ABUF Aptus Laddered Buffer ETF | 20,146 | $545,553.68 | $558,044.2 | - | $12,490.52 | 2.29% | +0.108% |
| ACIO Aptus Collared Investment Opportunity ETF | 4.54M | $156.36M | $216.17M | - | $59.81M | 38.25% | -0.063% |
| ACN Accenture plc Class A | 2,415 | $793,802.39 | $427,237.65 | - | -$366,564.74 | -46.18% | -0.885% |
| ADI Analog Devices, Inc. | 652 | $160,655.4 | $253,882.29 | - | $93,226.89 | 58.03% | +2.157% |
| ADME Aptus Drawdown Managed Equity Fund | 423,537 | $18.79M | $24.18M | - | $5.39M | 28.67% | -0.217% |
| ADP Automatic Data Processing Inc. | 1,124 | $277,777.29 | $306,818.28 | - | $29,040.99 | 10.45% | -1.18% |
| ADUR Aduro Clean Technologies Inc. | 40,000 | $630,400 | $646,800 | - | $16,400 | 2.6% | -3.578% |
| AEP American Electric Power Company, Inc. | 1,613 | $181,462.5 | $202,584.73 | - | $21,122.23 | 11.64% | +0.171% |
| AFL Aflac Inc. | 3,926 | $271,078.71 | $476,851.96 | - | $205,773.25 | 75.91% | +0.297% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,482 | $545,152.5 | $534,385.36 | - | -$10,767.14 | -1.98% | -0.215% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 16,082 | $411,538.38 | $412,985.76 | - | $1,447.38 | 0.35% | +0.156% |
| AHR American Healthcare REIT, Inc. | 4,650 | $242,497.5 | $252,541.5 | - | $10,044 | 4.14% | +1.325% |
| AIG American International Group Inc. | 3,030 | $216,825.64 | $232,249.5 | - | $15,423.86 | 7.11% | +0.815% |
| AKRE Akre Focus ETF | 46,774 | $3.06M | $2.79M | - | -$276,434.34 | -9.02% | -0.947% |
| ALL Allstate Corporation | 1,352 | $249,120.62 | $353,372.24 | - | $104,251.62 | 41.85% | +0.342% |
| AMAT Applied Materials, Inc. | 3,299 | $466,278.55 | $1.67M | - | $1.21M | 258.79% | -5.132% |
| AMD Advanced Micro Devices, Inc. | 7,516 | $862,298.38 | $3.87M | - | $3M | 348.34% | +6.493% |
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FAQ
Which stocks have generated the highest profits for Christian Keedy?
The largest contributions to the portfolio's profits come from the following stocks: Aptus Defined Risk ETF - $6.39M, JPMorgan Equity Premium Income Fund - $5.57M, Aptus Enhanced Yield ETF - $4.89M, JPMorgan Core Plus Bond ETF - $3.18M, and Pacer US Cash Cows 100 ETF - $3.08M. 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: Aptus Drawdown Managed Equity Fund - $1.52M, Aptus International Enhanced Fund - $1.13M, Dollar General Corporation - $672,409.49, ARK Innovation ETF Fund - $487,249.5, and SPDR Portfolio Developed World ex-US ETF - $430,099.84. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christian Keedy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $83.23M earned over time. The largest contributors to dividend income include Aptus Defined Risk ETF - $12.53M, Aptus Enhanced Yield ETF - $6.97M, JPMorgan Equity Premium Income Fund - $4.87M, JPMorgan Core Plus Bond ETF - $3.18M, and Aptus Collared Investment Opportunity ETF - $3.07M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christian Keedy's monthly returns?
Christian Keedy'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 Christian Keedy's strategy be considered aggressive or moderate?
Christian Keedy'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 Christian Keedy's strategy?
Christian Keedy's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
