SBC
Steven B. Crockett Portfolio
Invests via SOUTH PLAINS FINANCIAL Inc. | Managed by Steven B. Crockett
Invests via SOUTH PLAINS FINANCIAL Inc.
Managed by Steven B. Crockett
Automatically Tracked
Steven B. Crockett Profile
With a distinguished career in real estate investment, Steven B. Crockett has significantly influenced the development of commercial properties across several markets. His experience encompasses overseeing large-scale projects and forging strategic partnerships that drive value creation in both urban and suburban settings. Leveraging his extensive network, he identifies innovative opportunities while maintaining an eye on evolving market trends. As a leader known for fostering collaboration among diverse stakeholders, Crockett plays a pivotal role in shaping property strategies that resonate with today’s investors and tenants alike.
With a distinguished career in real estate investment, Steven B. Crockett has significantly influenced the development of commercial properties across several markets. His experience encompasses overseeing large-scale projects and forging strategic partnerships that drive value creation in both urban and suburban settings. Leveraging his extensive network, he identifies innovative opportunities while maintaining an eye on evolving market trends. As a leader known for fostering collaboration among diverse stakeholders, Crockett plays a pivotal role in shaping property strategies that resonate with today’s investors and tenants alike.
Investment Philosophy & Strategy
Opportunities within the real estate sector can be transformative, particularly for someone with Steven B. Crockett's expansive background in commercial property development. Drawing from his extensive leadership experience, he prioritizes building synergies that elevate project outcomes while adapting to dynamic market conditions. His approach intertwines collaboration with a commitment to innovation, positioning investments not only as financial assets but as integral components of thriving communities. By keenly observing market evolutions and utilizing strategic partnerships, he consistently uncovers potential pathways for value enhancement in diverse real estate environments.
Opportunities within the real estate sector can be transformative, particularly for someone with Steven B. Crockett's expansive background in commercial property development. Drawing from his extensive leadership experience, he prioritizes building synergies that elevate project outcomes while adapting to dynamic market conditions. His approach intertwines collaboration with a commitment to innovation, positioning investments not only as financial assets but as integral components of thriving communities. By keenly observing market evolutions and utilizing strategic partnerships, he consistently uncovers potential pathways for value enhancement in diverse real estate environments.
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:
30.24%
Gain +0.26%
Monthly
1.26%
Yearly
16.18%
Drawdown
15.46%
$190.44M
Equity
Holdings
$190.44M
Investment
$152.91M
$38.53M
Profit +$346,791.78
Realized
$997,529.93
Unrealized
$37.54M
Dividends
$5.1M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.26%
Profit
$346,791.78
Win %
66%
This Week
Compared To Last Week
Gain
0.18%
Profit
$346,791.78
Win %
66%
This Month
Compared to last month
Gain
0.55%
Profit
$1.03M
Win %
66%
This Year
Compared to last year
Gain
2.02%
Profit
$3.82M
Win %
67%
PLTR Palantir Technologies Inc.
+4.66%
+$31,186.64 
VLO Valero Energy Corporation
+3.85%
+$1,093.06 
INTC Intel Corporation
+3.58%
+$10.83 
CMCSA Comcast Corp
+2.79%
+$2,372.11 
META Meta Platforms Inc Class A
+2.79%
+$51,761.38 
MRVL Marvell Technology, Inc.
+2.35%
+$44,211.88 
BLK BlackRock, Inc.
+1.89%
+$26,096.66 
PSA Public Storage Common Stock
+1.59%
+$10,835.14 
UNP Union Pacific Corporation
+1.38%
+$9,845.48 
AAPL Apple Inc.
+1%
+$81,908.12 
GOOGL Alphabet Inc
+0.82%
+$54,163.55 
TJX The TJX Companies, Inc.
+0.79%
+$558 
PGR Progressive Corporation
+0.72%
+$90 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$7,729.27 
VBK Vanguard Small-Cap Growth ETF
+0.55%
+$97.51 
EPD Enterprise Products Partners L.P.
+0.26%
+$417.5 
OXY-WT Occidental Petroleum Corporation
+0.19%
+$8.75 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ADBE Adobe Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMT American Tower Corporation
0%
+$0.01 
AMP Ameriprise Financial, Inc.
0%
-$0.01 
AMZN Amazon.com Inc
0%
$0 
APD Air Products and Chemicals, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.11 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BKNG Booking Holdings Inc.
0%
+$0.04 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CB Chubb Limited
0%
+$0.02 
CCI Crown Castle Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CHD Church & Dwight Co., Inc.
0%
$0 
CMI Cummins Inc.
0%
$0 
CME CME Group Inc.
0%
-$0.01 
CPRT Copart Inc.
0%
$0 
CRM Salesforce Inc
0%
-$0.05 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
-$0.07 
DE Deere & Company
0%
$0 
DGX Quest Diagnostics Inc.
0%
$0 
DIS The Walt Disney Company
0%
$0 
DHR Danaher Corporation
0%
+$0.02 
DLR Digital Realty Trust, Inc.
0%
$0 
DOW Dow Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
ECL Ecolab Inc.
0%
+$0.02 
EMR Emerson Electric Co.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
ET Energy Transfer L.P.
0%
$0 
ETN Eaton Corporation plc
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
FLEX Flex Ltd.
0%
$0 
FTV Fortive Corporation
0%
$0 
GD General Dynamics Corporation
0%
+$0.04 
GE General Electric Company
0%
$0 
GM General Motors Company
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPC Genuine Parts Company
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$0.01 
HAL Halliburton Company
0%
$0 
HAS Hasbro Inc.
0%
$0 
HBAN Huntington Bancshares Incorporated
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
INGR Ingredion Inc.
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JNJ Johnson & Johnson
0%
+$0.07 
JPM JPMorgan Chase & Co.
0%
+$0.08 
KO The Coca-Cola Company
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LIN Linde plc
0%
$0 
LLY Eli Lilly and Company
0%
-$0.02 
LNG Cheniere Energy Inc.
0%
$0 
LMT Lockheed Martin Corporation
0%
+$0.01 
LOW Lowe's Companies Inc.
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MAS Masco Corporation
0%
$0 
MAR Marriott International Inc. - Class A
0%
+$0.03 
MCD McDonald's Corporation
0%
-$0.03 
MCHP Microchip Technology Incorporated
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MDT Medtronic plc
0%
$0 
MO Altria Group, Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.15 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NOC Northrop Grumman Corporation
0%
-$0.01 
NVDA NVIDIA Corporation
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
ORCL Oracle Corporation
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.05 
PAYX Paychex Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
-$0.02 
PLD Prologis Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
-$0.05 
PRU Prudential Financial, Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
RTX RTX Corporation
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SNA Snap-on Inc.
0%
$0 
SO The Southern Company
0%
$0 
SPFI South Plains Financial Inc.
0%
$0 
STLD Steel Dynamics Inc.
0%
$0 
SYK Stryker Corporation
0%
+$0.02 
SYY Sysco Corporation
0%
$0 
TEL TE Connectivity plc
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TGT Target Corporation
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
-$0.03 
TRP TC Energy Corporation
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TSLA Tesla, Inc.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
URI United Rentals, Inc.
0%
-$0.03 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
-$0.07 
VZ Verizon Communications Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
-$0.01 
WMB The Williams Companies, Inc.
0%
$0 
WSM Williams-Sonoma, Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
ZTS Zoetis Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
CATH Global X S&P 500 Catholic Values ETF
0%
-$0.03 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DES WisdomTree U.S. SmallCap Dividend Fund
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DEM WisdomTree Emerging Markets High Dividend Fund
0%
$0 
DVY iShares Select Dividend ETF
0%
-$0.01 
EFA iShares MSCI EAFE ETF
0%
$0 
FV First Trust Dorsey Wright Focus 5 ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GVI iShares Intermediate Government Bond ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
0%
$0 
IAU iShares Gold Trust
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
+$0.22 
IEFA iShares Core MSCI EAFE ETF
0%
-$0.32 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
IEUR iShares Core MSCI Europe ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.13 
IJH iShares Core S&P Mid-Cap ETF
0%
+$0.19 
ISTB iShares Core 1-5 Year USD Bond ETF
0%
+$0.05 
IVV iShares Core S&P 500 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
-$0.13 
IWM iShares Russell 2000 ETF
0%
+$0.02 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
-$0.07 
IYZ iShares U.S. Telecommunications ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.01 
MUB iShares National Muni Bond ETF
0%
$0 
PREF Principal Spectrum Preferred Securities Active ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SLV iShares Silver Trust
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
SMMD iShares Russell 2500 ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
-$0.11 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VTV Vanguard Value ETF
0%
+$0.01 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
XLB Materials Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
+$0.01 
ANET Arista Networks, Inc.
-3.27%
-$6,260.8 
MCK McKesson Corporation
-2.51%
-$330.6 
AMAT Applied Materials, Inc.
-2.48%
-$12,670.93 
COP ConocoPhillips
-2.18%
-$14,089.04 
UNH UnitedHealth Group Incorporated
-1.61%
-$326.5 
SLB Schlumberger Limited
-1.04%
-$651.75 
ACN Accenture plc Class A
-0.92%
-$99 
WMT Walmart Inc.
-0.25%
-$4,150.22 
BP BP p.l.c. Sponsored ADR
-0.23%
-$110 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$255.76 
COST Costco Wholesale Corporation
0%
-$3.89 Events
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Dividends
Dividend Analysis
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| Trades 1097 | Longs Won 729/1097 66% | Profit Factor 7.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $195,711.39 |
| Average Win $60,915.05 | Best Trade (Aug 26) $4.15M | Sharpe Ratio -10.22 |
| Average Loss -$15,962.89 | Worst Trade (Oct 02) -$506,191.31 | Z-Score 7.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1d | Expectancy $35,125.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 27,212 | $6.74M | $8.31M | - | $1.57M | 23.28% | +0.996% |
| ABBV AbbVie Inc. | 6,346 | $1.17M | $1.58M | - | $405,705.35 | 34.59% | 0.0 |
| ABT Abbott Laboratories | 4,535 | $519,246.74 | $502,976.85 | - | -$16,269.89 | -3.13% | 0.0 |
| ACN Accenture plc Class A | 60 | $7,465 | $10,709.4 | - | $3,244.4 | 43.46% | -0.916% |
| ADBE Adobe Inc. | 1,521 | $645,814.46 | $393,558.75 | - | -$252,255.71 | -39.06% | 0.0 |
| AEP American Electric Power Company, Inc. | 1,483 | $141,118.97 | $184,855.95 | - | $43,736.98 | 30.99% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 13,009 | $1.27M | $1.27M | - | $223.82 | 0.02% | 0.0 |
| ALL Allstate Corporation | 366 | $76,715.31 | $93,637.44 | - | $16,922.13 | 22.06% | 0.0 |
| AMAT Applied Materials, Inc. | 931 | $148,429.82 | $497,656.74 | - | $349,226.92 | 235.28% | -2.483% |
| AMD Advanced Micro Devices, Inc. | 1,780 | $362,089 | $859,615.38 | - | $497,526.38 | 137.4% | 0.0 |
| AMP Ameriprise Financial, Inc. | 1,103 | $558,871.25 | $623,272.21 | - | $64,400.96 | 11.52% | 0.0 |
| AMT American Tower Corporation | 1,296 | $249,336.64 | $220,877.28 | - | -$28,459.36 | -11.41% | 0.0 |
| AMZN Amazon.com Inc | 19,310 | $4.21M | $5.16M | - | $953,235.32 | 22.65% | 0.0 |
| ANET Arista Networks, Inc. | 910 | $152,233.15 | $185,294.2 | - | $33,061.05 | 21.72% | -3.268% |
| APD Air Products and Chemicals, Inc. | 97 | $27,448.39 | $29,494.79 | - | $2,046.4 | 7.46% | 0.0 |
| AVEM Avantis Emerging Markets Equity ETF | 8,783 | $667,234.49 | $821,210.5 | - | $153,976.01 | 23.08% | 0.0 |
| AVGO Broadcom Inc. | 9,577 | $2.62M | $3.98M | - | $1.37M | 52.36% | 0.0 |
| AXP American Express Company | 708 | $210,119.63 | $243,608.63 | - | $33,489 | 15.94% | 0.0 |
| BAC Bank of America Corporation | 20,300 | $892,311.95 | $1.32M | - | $423,331.05 | 47.44% | 0.0 |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 1,720 | $132,749 | $129,894.4 | - | -$2,854.6 | -2.15% | 0.0 |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Steven B. Crockett?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core MSCI EAFE ETF - $744,398.92, Applied Materials, Inc - $447,743.45, Alphabet Inc - $312,095.44, iShares Core MSCI Emerging Markets ETF - $311,404.17, and Johnson & Johnson - $240,802.88. 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: UnitedHealth Group Incorporated - $442,602.77, Adobe Inc - $340,780.65, PayPal Holdings Inc - $232,475.23, Accenture plc Class A - $212,122.25, and Dow Inc - $58,988.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Steven B. Crockett's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.1M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $698,156.75, Vanguard Short-Term Treasury Fund - $217,274.97, iShares MSCI EAFE ETF - $156,816.96, iShares Core MSCI Emerging Markets ETF - $150,854.44, and iShares Core S&P Mid-Cap ETF - $135,758.64. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Steven B. Crockett's monthly returns?
Steven B. Crockett'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 Steven B. Crockett's strategy be considered aggressive or moderate?
Steven B. Crockett'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 Steven B. Crockett's strategy?
Steven B. Crockett'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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