Joseph J. Costigan Portfolio
Invests via apricus wealth LLC | Managed by Joseph J. Costigan, CFA, Jim Gibson, Ernest E. Cecilia, CFA, Ruston J. Wolfe, CFA, CFP
Invests via apricus wealth LLC
Managed by Joseph J. Costigan, CFA, Jim Gibson, Ernest E. Cecilia, CFA, Ruston J. Wolfe, CFA, CFP
Automatically Tracked
Joseph J. Costigan Profile
Joseph J. Costigan has a distinguished career in investment management, marked by his extensive experience in various leadership roles across financial services. His strategic insight and operational acumen have been pivotal in guiding institutional investments toward sustainable growth opportunities. With a robust background that includes managing multi-asset portfolios, he plays an essential role in optimizing capital allocations while navigating complex market landscapes. In addition to his professional pursuits, Costigan is recognized for fostering collaboration among industry leaders and enhancing client relationships through innovative approaches.
Joseph J. Costigan has a distinguished career in investment management, marked by his extensive experience in various leadership roles across financial services. His strategic insight and operational acumen have been pivotal in guiding institutional investments toward sustainable growth opportunities. With a robust background that includes managing multi-asset portfolios, he plays an essential role in optimizing capital allocations while navigating complex market landscapes. In addition to his professional pursuits, Costigan is recognized for fostering collaboration among industry leaders and enhancing client relationships through innovative approaches.
Investment Philosophy & Strategy
A deep understanding of market dynamics shapes Joseph J. Costigan's investment philosophy, where he seeks to capitalize on sustainable growth avenues within diverse asset classes. Leveraging his extensive experience in leadership positions, strategic foresight informs decision-making that prioritizes innovative and collaborative strategies. By focusing on operational excellence and fostering partnerships across the industry, he aims to drive performance while adapting to evolving economic conditions. The emphasis is not only on optimizing capital allocations but also on establishing long-lasting relationships that underpin success in complex financial landscapes.
A deep understanding of market dynamics shapes Joseph J. Costigan's investment philosophy, where he seeks to capitalize on sustainable growth avenues within diverse asset classes. Leveraging his extensive experience in leadership positions, strategic foresight informs decision-making that prioritizes innovative and collaborative strategies. By focusing on operational excellence and fostering partnerships across the industry, he aims to drive performance while adapting to evolving economic conditions. The emphasis is not only on optimizing capital allocations but also on establishing long-lasting relationships that underpin success in complex financial landscapes.
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:
85.06%
Gain -0.74%
Monthly
1.11%
Yearly
14.16%
Drawdown
15.43%
$219.7M
Equity
Holdings
$219.7M
Investment
$160.59M
$78.22M
Profit -$1.04M
Realized
$19.11M
Unrealized
$59.11M
Dividends
$19.31M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.74%
Profit
-$1.04M
Win %
80%
This Week
Compared To Last Week
Gain
-1.71%
Profit
-$3.83M
Win %
80%
This Month
Compared to last month
Gain
-1.18%
Profit
-$2.62M
Win %
80%
This Year
Compared to last year
Gain
5.13%
Profit
$10.75M
Win %
80%
AMZN Amazon.com Inc
+15.32%
+$132,305.32 
GOOG Alphabet Inc
+6.88%
+$152,612.68 
GOOGL Alphabet Inc
+6.73%
+$55,703.13 
CBOE Cboe Global Markets Inc.
+4.62%
+$23,211.06 
CACI Caci International Inc.
+4.27%
+$13,321.19 
SXI Standex International Corporation
+3.22%
+$16,048.75 
MSFT Microsoft Corp.
+3.02%
+$69,175.93 
LYB LyondellBasell Industries N.V.
+2.71%
+$56,891.67 
CVX Chevron Corporation
+2.35%
+$158,453.12 
GLW Corning Incorporated
+2.24%
+$14,822.76 
EOG EOG Resources, Inc.
+2.19%
+$6,560.36 
DVN Devon Energy Corporation
+2.17%
+$82,438.08 
CSCO Cisco Systems, Inc.
+2.14%
+$79,614.09 
OKE ONEOK, Inc.
+1.95%
+$84,668.4 
JCI Johnson Controls International plc
+1.93%
+$8,189.88 
EXE Expand Energy Corporation
+1.74%
+$67,426.76 
KMI Kinder Morgan, Inc.
+1.64%
+$60,498.36 
SHEL Shell plc
+1.62%
+$50,465.1 
VZ Verizon Communications Inc.
+1.52%
+$35,746.2 
HESM Hess Midstream LP
+1.39%
+$12,040 
SLB Schlumberger Limited
+1.39%
+$58,983.2 
KLAC KLA Corporation
+1.38%
+$2,988.01 
CMCSA Comcast Corp
+1.23%
+$20,608.85 
BRC Brady Corporation
+1.21%
+$2,610.3 
HONA Honeywell Aerospace Inc.
+1.18%
+$4,677.86 
BG Bunge Global S.A.
+1.1%
+$56,094.12 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$2,895.2 
NDSN Nordson Corporation
+0.86%
+$2,486.24 
IBM International Business Machines Corporation
+0.86%
+$1,365.64 
STT State Street Corp
+0.73%
+$30,947.07 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$3,233.98 
AME Ametek Inc.
+0.71%
+$3,179.03 
CAT Caterpillar Inc.
+0.7%
+$8,051.39 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,969.6 
PLTR Palantir Technologies Inc.
+0.65%
+$4,039.99 
SYY Sysco Corporation
+0.63%
+$1,584.17 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,253.38 
EXC Exelon Corporation
+0.53%
+$1,188 
PSX Phillips 66
+0.51%
+$1,727.97 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$1,339.5 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$17,417.25 
NSC Norfolk Southern Corporation
+0.46%
+$2,506.38 
PFE Pfizer Inc.
+0.4%
+$1,115.4 
AVGO Broadcom Inc.
+0.37%
+$828 
PG Procter & Gamble Co
+0.37%
+$1,282.6 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,335.66 
BAC Bank of America Corporation
+0.36%
+$17,299.7 
MRK Merck & Co., Inc.
+0.32%
+$16,944.89 
DOV Dover Corporation
+0.27%
+$560 
JPM JPMorgan Chase & Co.
+0.27%
+$3,133.96 
SO The Southern Company
+0.21%
+$6,749.4 
JNJ Johnson & Johnson
+0.21%
+$10,448.42 
ADI Analog Devices, Inc.
+0.2%
+$764.41 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$501.61 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$647.94 
T AT&T Inc.
+0.17%
+$1,466.64 
CB Chubb Limited
+0.15%
+$5,980.52 
DELL Dell Technologies Inc.
+0.14%
+$834.4 
C Citigroup Inc.
+0.1%
+$3,412.24 
NUE Nucor Corporation
+0.1%
+$2,944.01 
AFL Aflac Inc.
+0.09%
+$298.32 
ABT Abbott Laboratories
+0.09%
+$536.76 
OC Owens Corning
+0.06%
+$3,124.58 
AEP American Electric Power Company, Inc.
+0.06%
+$187.39 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$45.71 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CTVA Corteva Inc.
-11.9%
-$28,988.01 
AAPL Apple Inc.
-7.35%
-$362,135.88 
SYK Stryker Corporation
-6.42%
-$50,265 
TSN Tyson Foods Inc.
-4.43%
-$172,993.9 
MDXG MiMedx Group, Inc.
-3.28%
-$63,272.3 
CI The Cigna Group
-2.99%
-$134,703.64 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$104,094.9 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$94,114.25 
ABBV AbbVie Inc.
-2.51%
-$169,733.98 
SJM The J.M. Smucker Company
-2.41%
-$86,818.5 
NEM Newmont Corporation
-2.14%
-$77,244 
KT KT Corporation
-2.11%
-$60,762 
AWK American Water Works Company, Inc.
-1.93%
-$4,036.56 
ADM Archer-Daniels-Midland Co
-1.66%
-$81,835.14 
MQ Marqeta, Inc. Class A
-1.64%
-$1,087.5 
DRI Darden Restaurants, Inc.
-1.64%
-$3,356.1 
PHYS Sprott Physical Gold Trust
-1.61%
-$7,850 
GLD SPDR Gold Shares
-1.49%
-$4,333.01 
NVS Novartis AG Sponsored ADR
-1.45%
-$56,879.27 
TM Toyota Motor Corporation
-1.28%
-$45,322.86 
WTRG Essential Utilities Inc.
-1.24%
-$13,131 
HSY The Hershey Company
-1.23%
-$5,955.75 
STE STERIS plc
-1.22%
-$4,231.89 
TJX The TJX Companies, Inc.
-1.21%
-$3,893.74 
NEE NextEra Energy, Inc.
-1.15%
-$3,304.72 
LOW Lowe's Companies Inc.
-1.08%
-$2,322.21 
KO The Coca-Cola Company
-1.02%
-$6,425.1 
UPS United Parcel Service, Inc.
-1%
-$2,936.85 
XOM Exxon Mobil Corporation
-0.97%
-$15,956.37 
TRP TC Energy Corporation
-0.97%
-$21,468.35 
SOBO South Bow Corporation
-0.85%
-$4,912.03 
KMB Kimberly-Clark Corporation
-0.8%
-$42,197.76 
UNM Unum Group
-0.76%
-$25,192.2 
RLMD Relmada Therapeutics Inc.
-0.75%
-$1,898.48 
MA Mastercard Incorporated
-0.74%
-$3,786.75 
DUK Duke Energy Corporation
-0.67%
-$18,804.24 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.66%
-$2,771.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,603.93 
AMGN Amgen Inc.
-0.64%
-$31,258.05 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,495.62 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,458 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,440.78 
WEC WEC Energy Group Inc.
-0.57%
-$17,447.93 
PRU Prudential Financial, Inc.
-0.56%
-$2,425.34 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$1,539.64 
PEP PepsiCo, Inc.
-0.46%
-$3,253.76 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,223.03 
VGT Vanguard Information Technology ETF
-0.38%
-$1,935 
AXP American Express Company
-0.38%
-$999.48 
FDX FedEx Corporation
-0.37%
-$1,702 
MDT Medtronic plc
-0.37%
-$10,884.8 
ABNB Airbnb, Inc.
-0.37%
-$14,534.29 
CEG Constellation Energy Corporation
-0.31%
-$3,464.37 
MTB M&T Bank Corporation
-0.29%
-$852.01 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$654.05 
VTV Vanguard Value ETF
-0.27%
-$2,308.04 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$1,943.32 
HUBB Hubbell Inc.
-0.24%
-$855.01 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$557.1 
KR Kroger Co.
-0.21%
-$9,174.6 
EPD Enterprise Products Partners L.P.
-0.18%
-$425.26 
ORRF Orrstown Financial Services Inc.
-0.14%
-$383.64 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1552 | Longs Won 1032/1552 66% | Profit Factor 5.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $214,973.26 |
| Average Win $93,480.3 | Best Trade (Aug 31) $2.68M | Sharpe Ratio -10.63 |
| Average Loss -$35,105.04 | Worst Trade (Aug 02) -$843,159.95 | Z-Score 7.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 1d | Expectancy $50,397.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,250 | 5,625 | 5,000 | 4,375 | 3,750 | 3,125 | 2,500 | 1,875 | 1,250 | 625 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,769 | $2.43M | $4.56M | - | $2.14M | 88.05% | -7.354% |
| ABBV AbbVie Inc. | 26,234 | $4.31M | $6.58M | - | $2.28M | 52.85% | -2.513% |
| ABNB Airbnb, Inc. | 25,954 | $2.22M | $3.93M | - | $1.71M | 76.87% | -0.368% |
| ABT Abbott Laboratories | 5,964 | $676,744.64 | $630,394.8 | - | -$46,349.84 | -6.85% | +0.085% |
| ADI Analog Devices, Inc. | 1,033 | $220,061.31 | $379,534.53 | - | $159,473.22 | 72.47% | +0.202% |
| ADM Archer-Daniels-Midland Co | 61,071 | $3.59M | $4.84M | - | $1.25M | 34.67% | -1.662% |
| AEP American Electric Power Company, Inc. | 2,677 | $230,171.79 | $342,254.45 | - | $112,082.66 | 48.7% | +0.055% |
| AFL Aflac Inc. | 2,486 | $190,662.18 | $316,915.28 | - | $126,253.1 | 66.22% | +0.094% |
| AME Ametek Inc. | 1,870 | $308,617.3 | $451,997.72 | - | $143,380.42 | 46.46% | +0.708% |
| AMGN Amgen Inc. | 12,604 | $2.98M | $4.85M | - | $1.87M | 62.73% | -0.64% |
| AMZN Amazon.com Inc | 3,667 | $649,703.02 | $995,883.82 | - | $346,180.8 | 53.28% | +15.321% |
| AVGO Broadcom Inc. | 575 | $217,206.25 | $223,836 | - | $6,629.75 | 3.05% | +0.371% |
| AWK American Water Works Company, Inc. | 1,529 | $208,081.61 | $205,145.93 | - | -$2,935.68 | -1.41% | -1.93% |
| AXP American Express Company | 787 | $213,434.4 | $264,628.75 | - | $51,194.35 | 23.99% | -0.376% |
| B BARRICK MINING CORP Common Stock (ABR0) | 97,025 | $2.37M | $3.56M | - | $1.2M | 50.57% | -2.573% |
| BAC Bank of America Corporation | 78,635 | $2.92M | $4.87M | - | $1.95M | 66.62% | +0.356% |
| BG Bunge Global S.A. | 48,357 | $4.06M | $5.14M | - | $1.08M | 26.67% | +1.104% |
| BRC Brady Corporation | 2,310 | $164,811.59 | $217,763.7 | - | $52,952.11 | 32.13% | +1.213% |
| BRK-B Berkshire Hathaway Inc. | 2,331 | $873,568.94 | $1.19M | - | $318,830.8 | 36.5% | +0.365% |
| C Citigroup Inc. | 26,250 | $1.7M | $3.48M | - | $1.78M | 104.78% | +0.098% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Joseph J. Costigan?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Chase & Co - $3.42M, Unum Group - $3.23M, Kinder Morgan, Inc - $2.19M, State Street Corp - $2.11M, and Coterra Energy Inc - $2.05M. 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: Pfizer Inc - $1.3M, ChargePoint Holdings, Inc - $605,378.75, Stellantis N.V - $384,868.77, Quest Diagnostics Inc - $366,557.4, and Intel Corporation - $329,057.61. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joseph J. Costigan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.31M earned over time. The largest contributors to dividend income include Kinder Morgan, Inc - $874,910.56, Chevron Corporation - $799,502.14, TC Energy Corporation - $673,285.53, LyondellBasell Industries N.V - $671,280.41, and AbbVie Inc - $618,551.03. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joseph J. Costigan's monthly returns?
Joseph J. Costigan'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 Joseph J. Costigan's strategy be considered aggressive or moderate?
Joseph J. Costigan'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 Joseph J. Costigan's strategy?
Joseph J. Costigan'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.
