PB
Patricia Buchholtz Portfolio
Invests via ECLECTIC ASSOCIATES Inc. /ADV | Managed by Patricia Buchholtz
Invests via ECLECTIC ASSOCIATES Inc. /ADV
Managed by Patricia Buchholtz
Automatically Tracked
Patricia Buchholtz Profile
With a rich career in the financial services sector, Patricia Buchholtz has carved out a reputation as an influential operating executive. Her extensive experience spans various roles that emphasize corporate governance and strategic development within high-growth companies. Notably recognized for her contributions to enhancing operational efficiency and driving sustainable growth, she is adept at fostering key stakeholder relationships and implementing impactful business initiatives. This combination of leadership acumen and market insight positions her uniquely within the investment landscape, where she continues to inspire excellence in organizational performance.
With a rich career in the financial services sector, Patricia Buchholtz has carved out a reputation as an influential operating executive. Her extensive experience spans various roles that emphasize corporate governance and strategic development within high-growth companies. Notably recognized for her contributions to enhancing operational efficiency and driving sustainable growth, she is adept at fostering key stakeholder relationships and implementing impactful business initiatives. This combination of leadership acumen and market insight positions her uniquely within the investment landscape, where she continues to inspire excellence in organizational performance.
Investment Philosophy & Strategy
With a strong emphasis on operational improvement, Patricia Buchholtz strategically navigates the investment landscape by leveraging her extensive leadership experience. Her ability to integrate effective governance practices while driving transformative initiatives allows for enhanced capital deployment in dynamic market conditions. The focus remains on optimizing business performance through rigorous efficiency measures and fostering innovation across stakeholder relationships. This multidimensional approach ensures that emerging opportunities are captured effectively, enabling sustainable growth within the organizations she engages with.
With a strong emphasis on operational improvement, Patricia Buchholtz strategically navigates the investment landscape by leveraging her extensive leadership experience. Her ability to integrate effective governance practices while driving transformative initiatives allows for enhanced capital deployment in dynamic market conditions. The focus remains on optimizing business performance through rigorous efficiency measures and fostering innovation across stakeholder relationships. This multidimensional approach ensures that emerging opportunities are captured effectively, enabling sustainable growth within the organizations she engages with.
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:
106.93%
Gain -2.02%
Monthly
1.05%
Yearly
13.4%
Drawdown
24.86%
$873.59M
Equity
Holdings
$873.59M
Investment
$736.29M
$156.22M
Profit -$9.78M
Realized
$18.93M
Unrealized
$137.29M
Dividends
$39.67M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-2.02%
Profit
-$9.78M
Win %
70%
This Week
Compared To Last Week
Gain
-1.11%
Profit
-$9.78M
Win %
70%
This Month
Compared to last month
Gain
-1.24%
Profit
-$10.93M
Win %
70%
This Year
Compared to last year
Gain
-0.63%
Profit
-$5.37M
Win %
71%
MCHP Microchip Technology Incorporated
+6.05%
+$10,777.75 
TSLA Tesla, Inc.
+5.12%
+$45,270.63 
AVGO Broadcom Inc.
+3.28%
+$13,523.26 
AMD Advanced Micro Devices, Inc.
+3.07%
+$15,580.14 
SMH VanEck Semiconductor ETF
+2.76%
+$40,136.88 
LIN Linde plc
+2.55%
+$5,372.28 
CAT Caterpillar Inc.
+2.29%
+$16,506.96 
CSCO Cisco Systems, Inc.
+2.27%
+$6,822.14 
INTC Intel Corporation
+2.23%
+$29,627.4 
ORCL Oracle Corporation
+2.21%
+$10,898.06 
NVDA NVIDIA Corporation
+2.04%
+$25,925.2 
UNP Union Pacific Corporation
+2%
+$10,227.2 
LOAN Manhattan Bridge Capital Inc.
+1.88%
+$2,955.11 
HOOD Robinhood Markets, Inc.
+1.56%
+$5,548.86 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.38%
+$4,382.81 
GOOGL Alphabet Inc
+1.35%
+$10,698.88 
IJR iShares Core S&P Small-Cap ETF
+1.33%
+$3,650.92 
GOOG Alphabet Inc
+1.32%
+$10,686.4 
RMT Royce Micro-Cap Trust, Inc.
+1.27%
+$2,797.69 
CGXU Capital Group International Focus Equity ETF
+1.26%
+$735,205.83 
EDF Virtus Stone Harbor Emerging Markets Income Fund
+1.24%
+$7,620.12 
VGT Vanguard Information Technology ETF
+1.24%
+$8,272.32 
IJK iShares S&P Mid-Cap 400 Growth ETF
+1.23%
+$3,958.5 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+1.23%
+$3,362.58 
XLK State Street Technology Select Sector SPDR ETF
+1.21%
+$77,721.6 
VBK Vanguard Small-Cap Growth ETF
+1.19%
+$78,667 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.18%
+$3,280 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.15%
+$25,556.9 
IMCG iShares Morningstar Mid-Cap Growth ETF
+1.15%
+$286,053.74 
DFAE Dimensional Emerging Core Equity Market ETF
+1.13%
+$231,325.24 
QQQ Invesco QQQ Trust, Series 1
+1.12%
+$28,653.39 
VUG Vanguard Growth ETF
+1.1%
+$96,545.85 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.07%
+$7,189.44 
VB Vanguard Small-Cap ETF
+1.06%
+$26,782.05 
VOT Vanguard Mid-Cap Growth ETF
+1.04%
+$74,801.7 
MGK Vanguard Mega Cap Growth ETF
+1.01%
+$3,115.16 
FPAG FPA Global Equity ETF
+1.01%
+$128,447.26 
IWM iShares Russell 2000 ETF
+1.01%
+$4,035.18 
EEM iShares MSCI Emerging Markets ETF
+1%
+$9,041.65 
GWX SPDR S&P International Small Cap ETF
+1%
+$3,253.77 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.98%
+$18,297.62 
FYC First Trust Small Cap Growth Fund
+0.97%
+$177,282.56 
RVT Royce Small-Cap Trust, Inc.
+0.96%
+$3,654.42 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.96%
+$26,406.75 
AMZN Amazon.com Inc
+0.94%
+$18,764.46 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.94%
+$81,230.16 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.92%
+$39,650.62 
VEU Vanguard FTSE All-World ex-US ETF
+0.92%
+$11,567.2 
DIS The Walt Disney Company
+0.9%
+$7,210.2 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.89%
+$40,125.01 
DFAT Dimensional US Targeted Value ETF
+0.88%
+$217,858.68 
XLG Invesco S&P 500 Top 50 ETF
+0.85%
+$1,965.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.84%
+$46,581.68 
EFA iShares MSCI EAFE ETF
+0.83%
+$33,132.96 
OHI Omega Healthcare Investors Inc.
+0.83%
+$1,596.75 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.8%
+$46,437.85 
IEFA iShares Core MSCI EAFE ETF
+0.79%
+$2,478.66 
DFIS Dimensional International Small Cap ETF
+0.77%
+$165,845.35 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.76%
+$99,955.1 
IWR iShares Russell Mid-Cap ETF
+0.75%
+$2,430.81 
DFAU Dimensional US Core Equity Market ETF
+0.75%
+$2,935.64 
IVV iShares Core S&P 500 ETF
+0.75%
+$4,099.1 
IWV ISHARES RUSSELL 3000 ETF
+0.74%
+$3,229.66 
CGGR Capital Group Growth ETF
+0.74%
+$280,682.15 
CGUS Capital Group Core Equity ETF
+0.71%
+$2,206.57 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.7%
+$27,737.64 
SPY SPDR S&P 500 ETF Trust
+0.69%
+$9,165.08 
VOO Vanguard S&P 500 ETF
+0.67%
+$47,533.52 
PIM Putnam Master Intermediate Income Trust
+0.67%
+$1,348.82 
AAPL Apple Inc.
+0.65%
+$93,015.65 
VWO Vanguard FTSE Emerging Markets ETF
+0.64%
+$17,667.39 
IWC iShares Micro-Cap ETF
+0.64%
+$6,182.85 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.6%
+$61,628.91 
UNH UnitedHealth Group Incorporated
+0.6%
+$21,409.34 
VIG Vanguard Dividend Appreciation ETF
+0.58%
+$305,888.48 
VO Vanguard Mid-Cap ETF
+0.58%
+$18,328.24 
DFIV Dimensional International Value ETF
+0.54%
+$244,180.35 
AVMV Avantis U.S. Mid Cap Value ETF
+0.53%
+$199,296.66 
SPYI NEOS S&P 500 High Income ETF
+0.53%
+$2,822.4 
HD The Home Depot, Inc.
+0.5%
+$14,590.68 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$1,122 
META Meta Platforms Inc Class A
+0.48%
+$2,976.2 
XLU Utilities Select Sector SPDR Fund
+0.48%
+$1,868.46 
PFF iShares Preferred and Income Securities ETF
+0.47%
+$2,161.74 
SPG Simon Property Group, Inc.
+0.47%
+$981.75 
MNST Monster Beverage Corporation
+0.45%
+$3,264.96 
JAVA JPMorgan Active Value ETF
+0.44%
+$1,267.7 
VNQ Vanguard Real Estate ETF
+0.4%
+$5,576.69 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.38%
+$16,877.86 
BP BP p.l.c. Sponsored ADR
+0.37%
+$1,063.59 
VOE Vanguard Mid-Cap Value ETF
+0.35%
+$25,365.42 
ABBV AbbVie Inc.
+0.34%
+$4,850.31 
MSFT Microsoft Corp.
+0.32%
+$7,204.18 
VTEB Vanguard Tax-Exempt Bond ETF
+0.32%
+$7,520.85 
JPRE JPMorgan Realty Income ETF
+0.3%
+$29,842.35 
BHK BlackRock Core Bond Trust
+0.3%
+$2,237.93 
DFLV Dimensional US Large Cap Value ETF
+0.3%
+$123,909.6 
BWX SPDR Bloomberg International Treasury Bond ETF
+0.28%
+$1,479.48 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.26%
+$15,919.02 
IGR CBRE Global Real Estate Income Fund
+0.26%
+$425.09 
NAC Nuveen California Quality Municipal Income Fund
+0.24%
+$615.92 
GEV GE Vernova Inc.
+0.23%
+$532.44 
RTX RTX Corporation
+0.23%
+$2,453.98 
CMF iShares California Muni Bond ETF
+0.23%
+$955.75 
FPX First Trust US Equity Opportunities ETF
+0.23%
+$1,392.8 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.22%
+$999.24 
JEPI JPMorgan Equity Premium Income Fund
+0.21%
+$448.32 
BRK-B Berkshire Hathaway Inc.
+0.21%
+$4,139.1 
BNDX Vanguard Total International Bond ETF
+0.19%
+$94,209.66 
VTV Vanguard Value ETF
+0.16%
+$26,317.7 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.15%
+$11,039.14 
BA Boeing Company
+0.13%
+$1,090.01 
PG Procter & Gamble Co
+0.11%
+$492.16 
PGX Invesco Preferred ETF
+0.1%
+$172.82 
IAGG iShares International Aggregate Bond Fund
+0.09%
+$2,028.11 
MCD McDonald's Corporation
+0.09%
+$218 
WFC Wells Fargo & Company
+0.06%
+$680.58 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$114.35 
PSK SPDR ICE Preferred Securities ETF
+0.04%
+$117.94 
BINC iShares Flexible Income Active ETF
+0.03%
+$5,919.45 
RLY SPDR SSGA Multi-Asset Real Return ETF
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
+$39.11 
JADE JPMorgan Active Developing Markets Equity ETF
0%
$0 
BGT BlackRock Floating Rate Income Trust
0%
$0 
CAH Cardinal Health Inc.
-1.39%
-$3,264 
KO The Coca-Cola Company
-0.78%
-$16,703.55 
JNJ Johnson & Johnson
-0.69%
-$14,430.98 
SNOW Snowflake Inc.
-0.68%
-$1,843.37 
NOC Northrop Grumman Corporation
-0.61%
-$10,643.4 
BWG BrandywineGlobal Global Income Opportunities Fund Inc.
-0.58%
-$1,777.64 
PAA Plains All American Pipeline, L.P.
-0.53%
-$1,489.75 
JPM JPMorgan Chase & Co.
-0.51%
-$23,722.53 
SCD LMP Capital and Income Fund Inc.
-0.41%
-$967.5 
VCV Invesco California Value Municipal Income Trust
-0.33%
-$307.62 
AGD Abrdn Global Dynamic Dividend Fund
-0.3%
-$980.31 
CVX Chevron Corporation
-0.28%
-$3,294.09 
AKRE Akre Focus ETF
-0.26%
-$1,390.14 
BAC Bank of America Corporation
-0.25%
-$598.59 
MCN XAI Madison Equity Premium Income Fund
-0.19%
-$168.49 
PFIG Invesco Fundamental Investment Grade Corporate Bond ETF
-0.17%
-$2,813.36 
WOOD iShares Global Timber & Forestry ETF
-0.17%
-$1,581.8 
PLTR Palantir Technologies Inc.
-0.15%
-$4,323.51 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.14%
-$568.09 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$3,441.78 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.12%
-$43,094.94 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$292.64 
COST Costco Wholesale Corporation
-0.12%
-$1,157.41 
WMT Walmart Inc.
-0.12%
-$656.28 
AGG iShares Core U.S. Aggregate Bond ETF
-0.1%
-$2,609.65 
EHI Western Asset Global High Income Fund Inc.
-0.09%
-$59.56 
V Visa Inc. Class A
-0.09%
-$258.93 
XOM Exxon Mobil Corporation
-0.08%
-$2,213.81 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$1,547.24 
VHT Vanguard Health Care ETF
-0.07%
-$237.3 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.07%
-$2,069.95 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$23,870.13 
PYLD PIMCO Multisector Bond Active ETF
-0.06%
-$13,625.92 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.04%
-$328.71 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.03%
-$1,132.5 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$82.93 
GE General Electric Company
-0.02%
-$73.76 
SHAG WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
-0.01%
-$487.98 Events
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Dividends
Dividend Analysis
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| Trades 1924 | Longs Won 1338/1924 69% | Profit Factor 7.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $491,730.88 |
| Average Win $134,564.66 | Best Trade (Aug 14) $16.31M | Sharpe Ratio -13.37 |
| Average Loss -$40,657.73 | Worst Trade (Oct 06) -$2.02M | Z-Score 13.43 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 3w 1d | Expectancy $81,196.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 43,063 | $8.09M | $14.32M | - | $6.22M | 76.91% | +0.654% |
| ABBV AbbVie Inc. | 5,575 | $1.01M | $1.45M | - | $445,550.99 | 44.18% | +0.335% |
| AGD Abrdn Global Dynamic Dividend Fund | 28,251 | $318,257.62 | $323,623.68 | - | $5,366.06 | 1.69% | -0.302% |
| AGG iShares Core U.S. Aggregate Bond ETF | 27,470 | $2.73M | $2.59M | - | -$141,340.14 | -5.17% | -0.101% |
| AKRE Akre Focus ETF | 10,001 | $528,552.85 | $533,163.31 | - | $4,610.46 | 0.87% | -0.26% |
| AMD Advanced Micro Devices, Inc. | 825 | $479,250.73 | $523,557.37 | - | $44,306.64 | 9.24% | +3.067% |
| AMZN Amazon.com Inc | 8,019 | $1.3M | $2.01M | - | $712,168.11 | 54.9% | +0.943% |
| AVGO Broadcom Inc. | 1,201 | $221,437.64 | $426,234.9 | - | $204,797.26 | 92.49% | +3.277% |
| AVMV Avantis U.S. Mid Cap Value ETF | 486,208 | $34.73M | $37.67M | - | $2.93M | 8.44% | +0.532% |
| BA Boeing Company | 4,449 | $882,989.11 | $856,543.72 | - | -$26,445.39 | -2.99% | +0.127% |
| BAC Bank of America Corporation | 4,434 | $194,428.32 | $237,640.23 | - | $43,211.91 | 22.23% | -0.251% |
| BGT BlackRock Floating Rate Income Trust | 15,096 | $162,396.16 | $157,753.2 | - | -$4,642.96 | -2.86% | 0.0 |
| BHK BlackRock Core Bond Trust | 89,517 | $842,883.54 | $737,172.49 | - | -$105,711.05 | -12.54% | +0.305% |
| BINC iShares Flexible Income Active ETF | 394,630 | $20.74M | $19.96M | - | -$783,827.15 | -3.78% | +0.03% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 38,242 | $2.86M | $2.78M | - | -$77,738.93 | -2.72% | -0.124% |
| BND Vanguard Total Bond Market Index Fund | 3,443 | $253,471.61 | $241,027.21 | - | -$12,444.4 | -4.91% | -0.121% |
| BNDX Vanguard Total International Bond ETF | 1.08M | $57.33M | $50.65M | - | -$6.68M | -11.65% | +0.186% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 410,428 | $38.01M | $35.55M | - | -$2.46M | -6.47% | -0.121% |
| BP BP p.l.c. Sponsored ADR | 6,446 | $226,107.34 | $287,910.59 | - | $61,803.25 | 27.33% | +0.371% |
| BRK-B Berkshire Hathaway Inc. | 3,942 | $1.63M | $1.98M | - | $347,627.39 | 21.33% | +0.21% |
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FAQ
Which stocks have generated the highest profits for Patricia Buchholtz?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Total International Bond ETF - $6.7M, Palantir Technologies Inc - $3.98M, Vanguard Dividend Appreciation ETF - $3.89M, Capital Group International Focus Equity ETF - $3.7M, and NVIDIA Corporation - $2.87M. 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: Intel Corporation - $509,893.79, The Walt Disney Company - $432,117.01, SPDR Portfolio Corporate Bond ETF - $366,909.56, Vanguard Small-Cap ETF - $159,666.89, and SPDR Portfolio Aggregate Bond ETF - $148,665.19. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Patricia Buchholtz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $39.67M earned over time. The largest contributors to dividend income include Vanguard Total International Bond ETF - $7.61M, Capital Group International Focus Equity ETF - $3.7M, Vanguard Dividend Appreciation ETF - $3.37M, PIMCO Multisector Bond Active ETF - $1.6M, and PIMCO Active Bond Exchange-Traded Fund - $1.59M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Patricia Buchholtz's monthly returns?
Patricia Buchholtz'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 Patricia Buchholtz's strategy be considered aggressive or moderate?
Patricia Buchholtz'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 Patricia Buchholtz's strategy?
Patricia Buchholtz'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.
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