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:
3.54%
Gain -45%
Monthly
0.14%
Yearly
1.63%
Drawdown
46.24%
$786.87M
Equity
Holdings
$786.87M
Investment
$653.9M
$147.1M
Profit +$3.59M
Realized
$14.13M
Unrealized
$132.97M
Dividends
$33.27M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-45%
Profit
$3.59M
Win %
78%
This Week
Compared To Last Week
Gain
0.49%
Profit
$3.86M
Win %
78%
This Month
Compared to last month
Gain
-0.17%
Profit
-$1.32M
Win %
78%
This Year
Compared to last year
Gain
8.59%
Profit
$62.24M
Win %
78%
MSFT Microsoft Corp.
+5.71%
+$99,310.39 
HOOD Robinhood Markets, Inc.
+5.58%
+$16,594.38 
PLTR Palantir Technologies Inc.
+5.28%
+$83,892.52 
JNJ Johnson & Johnson
+3.99%
+$79,824.36 
SPGI S&P Global Inc.
+3.29%
+$8,476.01 
AAPL Apple Inc.
+3.14%
+$378,727.55 
UNH UnitedHealth Group Incorporated
+2.98%
+$120,955.06 
VHT Vanguard Health Care ETF
+2.87%
+$9,827.99 
KO The Coca-Cola Company
+2.75%
+$57,263.31 
PFE Pfizer Inc.
+2.62%
+$5,483.28 
AMZN Amazon.com Inc
+2.5%
+$45,161.72 
XBI SPDR S&P Biotech ETF
+2.5%
+$38,260.05 
BRK-B Berkshire Hathaway Inc.
+2.22%
+$46,470.55 
AKRE Akre Focus ETF
+2%
+$18,270 
IGR CBRE Global Real Estate Income Fund
+2%
+$3,752.82 
MCD McDonald's Corporation
+1.97%
+$5,642.82 
V Visa Inc. Class A
+1.73%
+$5,150.44 
FYC First Trust Small Cap Growth Fund
+1.68%
+$326,447.51 
VNQ Vanguard Real Estate ETF
+1.52%
+$23,672.6 
JPRE JPMorgan Realty Income ETF
+1.38%
+$126,092.21 
CAH Cardinal Health Inc.
+1.35%
+$3,233.4 
IWC iShares Micro-Cap ETF
+1.25%
+$12,170.45 
TSLA Tesla, Inc.
+1.22%
+$11,263.84 
HD The Home Depot, Inc.
+1.12%
+$42,135.65 
COST Costco Wholesale Corporation
+1.09%
+$11,134.29 
PAA Plains All American Pipeline, L.P.
+1.06%
+$2,741.14 
HII Huntington Ingalls Industries Inc.
+1.04%
+$1,548.6 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.88%
+$20,556.1 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.86%
+$4,990.08 
IWY iShares Russell Top 200 Growth ETF
+0.8%
+$1,975.73 
IJR iShares Core S&P Small-Cap ETF
+0.78%
+$2,286.84 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.76%
+$2,617.84 
DIS The Walt Disney Company
+0.76%
+$6,270.73 
RTX RTX Corporation
+0.75%
+$7,592.25 
NAC Nuveen California Quality Municipal Income Fund
+0.67%
+$1,963.84 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.66%
+$15,298.36 
MNST Monster Beverage Corporation
+0.57%
+$4,725.6 
VCV Invesco California Value Municipal Income Trust
+0.56%
+$791.82 
DFAT Dimensional US Targeted Value ETF
+0.45%
+$108,389.95 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.37%
+$1,104.86 
PG Procter & Gamble Co
+0.35%
+$1,592.25 
IWM iShares Russell 2000 ETF
+0.31%
+$1,307.31 
UNP Union Pacific Corporation
+0.23%
+$1,178.62 
BWX SPDR Bloomberg International Treasury Bond ETF
+0.23%
+$1,655.2 
PSK SPDR ICE Preferred Securities ETF
+0.2%
+$706.02 
SCD LMP Capital and Income Fund Inc.
+0.19%
+$483.75 
PGX Invesco Preferred ETF
+0.18%
+$345.64 
MCN XAI Madison Equity Premium Income Fund
+0.18%
+$168.49 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.18%
+$5,676.58 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.18%
+$817.15 
EHI Western Asset Global High Income Fund Inc.
+0.17%
+$119.13 
JEPI JPMorgan Equity Premium Income Fund
+0.16%
+$336.24 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.15%
+$50,082.67 
BSV Vanguard Short-Term Bond ETF
+0.14%
+$3,568.26 
NOC Northrop Grumman Corporation
+0.14%
+$2,551.53 
SHAG WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
+0.14%
+$5,399.23 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.13%
+$41,628.36 
BWG BrandywineGlobal Global Income Opportunities Fund Inc.
+0.13%
+$409.3 
PFIG Invesco Fundamental Investment Grade Corporate Bond ETF
+0.12%
+$1,931.19 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.12%
+$335.08 
PYLD PIMCO Multisector Bond Active ETF
+0.11%
+$24,530.4 
BHK BlackRock Core Bond Trust
+0.11%
+$870.66 
VUSB Vanguard Ultra-Short Bond ETF
+0.1%
+$15,261.8 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.1%
+$4,566.72 
BND Vanguard Total Bond Market Index Fund
+0.1%
+$235.34 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$2,215.89 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.07%
+$4,513.25 
CMF iShares California Muni Bond ETF
+0.07%
+$310.32 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.07%
+$618.68 
VTEB Vanguard Tax-Exempt Bond ETF
+0.06%
+$1,619.16 
BNDX Vanguard Total International Bond ETF
+0.04%
+$21,132.34 
DFIS Dimensional International Small Cap ETF
+0.03%
+$5,709.06 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$82.76 
87283Q867
0%
$0 
CHEV Charging Robotics Inc.
0%
$0 
FPAG
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
PIM Putnam Master Intermediate Income Trust
0%
$0 
RMT Royce Micro-Cap Trust, Inc.
0%
$0 
SPDE Speedus Corp
0%
$0 
CAT Caterpillar Inc.
-5.63%
-$52,395.24 
CSCO Cisco Systems, Inc.
-4.37%
-$15,839.2 
GEV GE Vernova Inc.
-3.71%
-$10,719.78 
AVGO Broadcom Inc.
-3.67%
-$17,056.93 
INTC Intel Corporation
-3.42%
-$51,969.99 
REMX VanEck Rare Earth and Strategic Metals ETF
-3%
-$7,734.48 
ORCL Oracle Corporation
-2.58%
-$14,996.92 
FPX First Trust US Equity Opportunities ETF
-2.56%
-$18,555.4 
GOOG Alphabet Inc
-2.19%
-$19,267.5 
XLK State Street Technology Select Sector SPDR ETF
-1.87%
-$144,756.44 
GOOGL Alphabet Inc
-1.84%
-$13,088.68 
JPM JPMorgan Chase & Co.
-1.81%
-$87,833.07 
AIA iShares Asia 50 ETF
-1.75%
-$14,373.84 
NVDA NVIDIA Corporation
-1.64%
-$18,313.11 
BP BP p.l.c. Sponsored ADR
-1.56%
-$3,208.42 
WOOD iShares Global Timber & Forestry ETF
-1.41%
-$13,318.13 
VGT Vanguard Information Technology ETF
-1.39%
-$11,798.08 
QQQ Invesco QQQ Trust, Series 1
-1.38%
-$40,021.66 
VOT Vanguard Mid-Cap Growth ETF
-1.32%
-$95,173.23 
EEM iShares MSCI Emerging Markets ETF
-1.13%
-$10,441.2 
DFAE Dimensional Emerging Core Equity Market ETF
-1.13%
-$236,832.3 
WFC Wells Fargo & Company
-1.04%
-$13,719.2 
CGXU Capital Group International Focus Equity ETF
-0.91%
-$532,247.31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.84%
-$76,650.6 
VOO Vanguard S&P 500 ETF
-0.81%
-$60,037.31 
JKH iShares Morningstar Mid-Cap Growth ETF
-0.78%
-$188,841 
VO Vanguard Mid-Cap ETF
-0.77%
-$24,770.24 
BGT BlackRock Floating Rate Income Trust
-0.76%
-$1,178.24 
VEU Vanguard FTSE All-World ex-US ETF
-0.74%
-$9,436.4 
XOM Exxon Mobil Corporation
-0.73%
-$17,292.38 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$9,180.99 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.71%
-$12,385.28 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.7%
-$40,087.33 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.66%
-$18,620.13 
JAVA JPMorgan Active Value ETF
-0.64%
-$2,073.15 
GE General Electric Company
-0.64%
-$2,914.59 
EFA iShares MSCI EAFE ETF
-0.59%
-$23,134.25 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.59%
-$2,018.23 
IEFA iShares Core MSCI EAFE ETF
-0.56%
-$1,714.5 
BAC Bank of America Corporation
-0.53%
-$1,499.47 
DFLV Dimensional US Large Cap Value ETF
-0.53%
-$140,648.13 
LIN Linde plc
-0.51%
-$1,194.35 
AGD Abrdn Global Dynamic Dividend Fund
-0.5%
-$1,803.36 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.48%
-$28,068.64 
AVMV Avantis U.S. Mid Cap Value ETF
-0.45%
-$148,851.02 
CGUS Capital Group Core Equity ETF
-0.43%
-$1,638.75 
SPEM SPDR Portfolio Emerging Markets ETF
-0.41%
-$1,031.1 
IWR iShares Russell Mid-Cap ETF
-0.41%
-$1,350.45 
BA Boeing Company
-0.4%
-$4,050.72 
VWO Vanguard FTSE Emerging Markets ETF
-0.37%
-$10,749.64 
VOE Vanguard Mid-Cap Value ETF
-0.36%
-$26,610.47 
SPYI NEOS S&P 500 High Income ETF
-0.36%
-$1,094.4 
EDF Virtus Stone Harbor Emerging Markets Income Fund
-0.36%
-$2,469.56 
VUG Vanguard Growth ETF
-0.35%
-$27,855.95 
DFIV Dimensional International Value ETF
-0.33%
-$142,438.39 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.33%
-$1,001.44 
VDE Vanguard Energy ETF
-0.31%
-$36,969.8 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.28%
-$37,445.25 
PFF iShares Preferred and Income Securities ETF
-0.26%
-$1,252.88 
VIG Vanguard Dividend Appreciation ETF
-0.26%
-$130,602.83 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.24%
-$9,504.33 
DFAU Dimensional US Core Equity Market ETF
-0.24%
-$899.28 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.23%
-$1,763.36 
IWV ISHARES RUSSELL 3000 ETF
-0.21%
-$1,034.19 
FB ProShares S&P 500 Dynamic Buffer ETF
-0.21%
-$93.91 
GWX SPDR S&P International Small Cap ETF
-0.21%
-$702.09 
RVT Royce Small-Cap Trust, Inc.
-0.16%
-$688.62 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.14%
-$5,090.8 
EFV iShares MSCI EAFE Value ETF
-0.12%
-$269.29 
MGK Vanguard Mega Cap Growth ETF
-0.1%
-$418.8 
CGGR Capital Group Growth ETF
-0.09%
-$30,572 
WMT Walmart Inc.
-0.08%
-$515.34 
VBK Vanguard Small-Cap Growth ETF
-0.07%
-$5,340.67 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.05%
-$440.05 
VB Vanguard Small-Cap ETF
-0.04%
-$1,059.24 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$2,045.88 
BINC iShares Flexible Income Active ETF
-0.02%
-$3,446.7 Events
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Dividends
Dividend Analysis
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| Trades 1776 | Longs Won 1256/1776 70% | Profit Factor 10.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $500,069.99 |
| Average Win $129,935.04 | Best Trade (Jun 30) $14.66M | Sharpe Ratio -11.98 |
| Average Loss -$30,968.3 | Worst Trade (Jun 28) -$1.72M | Z-Score 12.9 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3d | Expectancy $82,824.67 |
| 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 | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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