AG
Ainsley Gleason Portfolio
Invests via Spinnaker Trust | Managed by Ainsley Gleason
Invests via Spinnaker Trust
Managed by Ainsley Gleason
Automatically Tracked
Ainsley Gleason Profile
Ainsley Gleason brings a diverse background in technology and finance, shaping her as a notable entrepreneur in the startup ecosystem. With substantial experience founding and scaling innovative companies, she has established herself as a thought leader dedicated to driving progress through digital transformation. Her journey is marked by creating cutting-edge solutions that address key market needs while fostering sustainable business growth. As an active investor, Ainsley focuses on empowering emerging technologies with potential for disruption across industries, enabling them to unlock new value propositions.
Ainsley Gleason brings a diverse background in technology and finance, shaping her as a notable entrepreneur in the startup ecosystem. With substantial experience founding and scaling innovative companies, she has established herself as a thought leader dedicated to driving progress through digital transformation. Her journey is marked by creating cutting-edge solutions that address key market needs while fostering sustainable business growth. As an active investor, Ainsley focuses on empowering emerging technologies with potential for disruption across industries, enabling them to unlock new value propositions.
Investment Philosophy & Strategy
Emerging technologies represent a transformative opportunity in today’s fast-paced market. Ainsley Gleason adopts an entrepreneurial mindset, focusing on ventures that harness innovative solutions to solve pressing challenges. Her strategic vision prioritizes scalability and adaptability, allowing startups to thrive amidst evolving industry dynamics. Through meticulous analysis and support, she seeks companies poised for disruption, aiming to unlock significant growth potential. This approach not only positions her as a catalyst within the tech landscape but also fosters sustainable advancements that contribute positively across sectors.
Emerging technologies represent a transformative opportunity in today’s fast-paced market. Ainsley Gleason adopts an entrepreneurial mindset, focusing on ventures that harness innovative solutions to solve pressing challenges. Her strategic vision prioritizes scalability and adaptability, allowing startups to thrive amidst evolving industry dynamics. Through meticulous analysis and support, she seeks companies poised for disruption, aiming to unlock significant growth potential. This approach not only positions her as a catalyst within the tech landscape but also fosters sustainable advancements that contribute positively across sectors.
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:
0%
Gain +1.04%
Monthly
-1.93%
Yearly
-20.91%
Drawdown
99.6%
$0
Equity
Holdings
$0
Investment
$0
$300.66M
Profit +$13.76M
Realized
$300.66M
Unrealized
$0
Dividends
$138.31M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.04%
Profit
$13.76M
Win %
55%
This Week
Compared To Last Week
Gain
1.09%
Profit
$14.14M
Win %
55%
This Month
Compared to last month
Gain
1.18%
Profit
$15.36M
Win %
55%
This Year
Compared to last year
Gain
2.38%
Profit
$30.55M
Win %
55%
MDY SPDR S&P MidCap 400 ETF Trust
+$205.22M
SPY SPDR S&P 500 ETF Trust
+$85.14M
MMM 3M Company
+$74.34M
XLK State Street Technology Select Sector SPDR ETF
+$48.64M
0004
0004013Q1
+$47.44M
XLF Financial Select Sector SPDR Fund
+$15.64M
XLY Consumer Discretionary Select Sector SPDR Fund
+$13.04M
MSFT Microsoft Corp.
+$12.83M
AAPL Apple Inc.
+$12.04M
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+$10.53M
EWJ iShares MSCI Japan ETF
+$8.78M
0088
0088579Y1
+$8.64M
STT State Street Corp
+$8.48M
XLI Industrial Select Sector SPDR Fund
+$8.04M
ABT Abbott Laboratories
+$7.72M
GE General Electric Company
+$7.23M
ESGD iShares ESG Aware MSCI EAFE ETF
+$7.12M
SUSA iShares MSCI USA ESG Select ETF
+$5.63M
XBI SPDR S&P Biotech ETF
+$5.56M
IEFA iShares Core MSCI EAFE ETF
+$5.09M
0057
0057636Q1
+$4.93M
FTEC Fidelity MSCI Information Technology Index ETF
+$4.81M
IYC iShares U.S. Consumer Discretionary ETF
+$4.63M
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+$4.36M
V Visa Inc. Class A
+$4.36M
WFC Wells Fargo & Company
+$4.11M
SHY iShares 1-3 Year Treasury Bond ETF
+$4.06M
XLP Consumer Staples Select Sector SPDR Fund
+$4.04M
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
+$4.01M
IEI iShares 3-7 Year Treasury Bond ETF
+$3.99M
QQQ Invesco QQQ Trust, Series 1
+$3.85M
FNCL Fidelity MSCI Financials Index ETF
+$3.77M
JNJ Johnson & Johnson
+$3.69M
IHI iShares U.S. Medical Devices ETF
+$3.61M
0081
0081369Y8
+$3.43M
FENY Fidelity MSCI Energy Index ETF
+$3.36M
GOOG Alphabet Inc
+$3.09M
IHE iShares U.S. Pharmaceuticals ETF
+$3.07M
UNP Union Pacific Corporation
+$2.82M
TLT iShares 20+ Year Treasury Bond ETF
+$2.71M
STI
STI
+$2.62M
CSCO Cisco Systems, Inc.
+$2.61M
DD DuPont de Nemours, Inc.
+$2.57M
AMLP Alerian MLP ETF
+$2.45M
ITW Illinois Tool Works Inc.
+$2.38M
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+$2.36M
XLV Health Care Select Sector SPDR Fund
+$2.3M
QABA First Trust NASDAQ ABA Community Bank ETF
+$2.27M
DES WisdomTree U.S. SmallCap Dividend Fund
+$2.23M
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+$2.23M
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+$2.21M
PSCT
PSCT
+$2.15M
IJR iShares Core S&P Small-Cap ETF
+$2.12M
XLE Energy Select Sector SPDR Fund
+$2.01M
INTC Intel Corporation
+$1.97M
DXJ WisdomTree Japan Hedged Equity Fund
+$1.94M
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+$1.92M
GLW Corning Incorporated
+$1.88M
IDXX IDEXX Laboratories, Inc.
+$1.78M
CELG Celgene Corp
+$1.73M
CHD Church & Dwight Co., Inc.
+$1.7M
ELV Elevance Health, Inc.
+$1.66M
C Citigroup Inc.
+$1.65M
XOM Exxon Mobil Corporation
+$1.63M
CRM Salesforce Inc
+$1.62M
CVX Chevron Corporation
+$1.62M
MCD McDonald's Corporation
+$1.57M
PSCI
PSCI
+$1.56M
NVDA NVIDIA Corporation
+$1.56M
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+$1.54M
XHS SPDR S&P Health Care Services ETF
+$1.51M
TXN Texas Instruments Inc
+$1.51M
AAXJ iShares MSCI All Country Asia ex Japan ETF
+$1.5M
AMZN Amazon.com Inc
+$1.42M
EWT iShares MSCI Taiwan ETF
+$1.39M
EZU iShares MSCI Eurozone ETF
+$1.37M
BOND PIMCO Active Bond Exchange-Traded Fund
+$1.33M
WHR Whirlpool Corporation
+$1.31M
SRLN SPDR Blackstone Senior Loan ETF
+$1.3M
MRK Merck & Co., Inc.
+$1.29M
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
+$1.29M
VOO Vanguard S&P 500 ETF
+$1.27M
MOO
MOO
+$1.26M
WM Waste Management, Inc.
+$1.25M
PG Procter & Gamble Co
+$1.25M
UPS United Parcel Service, Inc.
+$1.23M
DIM WisdomTree International MidCap Dividend Fund
+$1.23M
VOX Vanguard Communication Services ETF
+$1.23M
GOOGL Alphabet Inc
+$1.2M
EUFN iShares MSCI Europe Financials ETF
+$1.17M
BRK-B Berkshire Hathaway Inc.
+$1.16M
XLB Materials Select Sector SPDR Fund
+$1.16M
IHF iShares U.S. Healthcare Providers ETF
+$1.13M
0030
0030231G1
+$1.12M
EOG EOG Resources, Inc.
+$1.09M
UTX United Technologies Corp
+$1.06M
CVS CVS Health Corporation
+$1.06M
INDA ISHARES MSCI INDIA ETF
+$1.03M
GILD Gilead Sciences Inc.
+$1M
PEP PepsiCo, Inc.
+$1M
HEDJ WisdomTree Europe Hedged Equity Fund
+$994,017.99
ADP Automatic Data Processing Inc.
+$987,540.34
NSRGY Nestle S.A. Sponsored ADR
+$976,680.07
DIS The Walt Disney Company
+$957,205.99
ESGU iShares ESG Aware MSCI USA ETF
+$918,624.32
IAU iShares Gold Trust
+$916,810.51
JPM JPMorgan Chase & Co.
+$913,645.78
VGSH Vanguard Short-Term Treasury Fund
+$910,562.87
HEWG iShares Currency Hedged MSCI Germany ETF
+$891,238.91
FXI iShares China Large-Cap ETF
+$882,178.54
FIDU Fidelity MSCI Industrials Index ETF
+$867,488.38
VCLT Vanguard Long-Term Corporate Bond Fund
+$858,113.37
STLD Steel Dynamics Inc.
+$846,860.1
V107
V107SC
+$830,779.45
NKE Nike, Inc. - Class B
+$828,089.18
MO Altria Group, Inc.
+$827,400.88
VSGX Vanguard ESG International Stock ETF
+$801,718.21
EMR Emerson Electric Co.
+$782,180.94
COF Capital One Financial Corporation
+$781,467.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+$757,589.43
CBI
CBI
+$754,189.7
FDX FedEx Corporation
+$750,635.93
AON Aon plc
+$747,454.75
AMGN Amgen Inc.
+$747,250.6
KRBN KraneShares Global Carbon Strategy ETF
+$745,392.05
0081
0081369Y2
+$728,774.53
IBM International Business Machines Corporation
+$703,809.76
EWA iShares MSCI Australia ETF
+$703,399.08
EXPE Expedia Group, Inc.
+$695,725.46
TIP iShares TIPS Bond ETF
+$693,108.22
MA Mastercard Incorporated
+$674,695.75
VEU Vanguard FTSE All-World ex-US ETF
+$663,147.58
CAT Caterpillar Inc.
+$654,697.08
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+$645,199.28
CSM ProShares Large Cap Core Plus
+$644,100.27
DOL WisdomTree International LargeCap Dividend Fund
+$629,654.78
VCSH Vanguard Short-Term Corporate Bond ETF
+$625,894.41
CMCSA Comcast Corp
+$594,526.62
PHO
PHO
+$592,966.11
EWZ iShares MSCI Brazil ETF
+$586,864.41
KIE SPDR S&P Insurance ETF
+$574,802.76
0081
0081369Y5
+$568,458.25
ITRI Itron Inc.
+$552,803.7
COST Costco Wholesale Corporation
+$551,409.71
ACN Accenture plc Class A
+$546,204.79
PXQ Invesco Dynamic Networking ETF
+$540,904.78
EWC iShares MSCI Canada ETF
+$534,875.27
BBJP JPMorgan BetaBuilders Japan Fund
+$533,984.4
IEZ iShares U.S. Oil Equipment & Services ETF
+$529,236.72
STZ Constellation Brands, Inc.
+$525,966.48
T AT&T Inc.
+$523,551.16
USXF iShares ESG Aware MSCI USA ETF
+$518,445.11
BDX Becton, Dickinson and Company
+$514,789.16
PSA Public Storage Common Stock
+$511,549.69
0081
0081369Y6
+$507,197.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+$503,286.19
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
+$502,896.46
HD The Home Depot, Inc.
+$489,906.32
EQR Equity Residential
+$485,991.32
SLB Schlumberger Limited
+$481,953.28
0046
0046059W1
+$478,411.63
FCG First Trust Natural Gas ETF
+$473,229.95
DEM WisdomTree Emerging Markets High Dividend Fund
+$467,375.83
EWI iShares MSCI Italy ETF
+$463,558.74
0081
0081369Y1
+$458,600.72
FRG
FRG
+$456,000
HAIN The Hain Celestial Group, Inc.
+$443,672.4
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+$440,655.01
VWO Vanguard FTSE Emerging Markets ETF
+$434,227.13
QAI NYLI Hedge Multi-Strategy Tracker ETF
+$401,683.87
EMLP First Trust North American Energy Infrastructure Fund
+$397,211.46
IWM iShares Russell 2000 ETF
+$395,636.18
NSC Norfolk Southern Corporation
+$388,430.55
META Meta Platforms Inc Class A
+$384,089.12
EEM iShares MSCI Emerging Markets ETF
+$382,854.46
BAC Bank of America Corporation
+$380,269.15
HRS
HRS
+$379,865.95
WEC WEC Energy Group Inc.
+$354,358.47
IJH iShares Core S&P Mid-Cap ETF
+$351,992.11
WELL Welltower Inc.
+$351,694.6
LO
LO
+$347,824.51
QQQ
QQQ
+$346,708.65
DOW Dow Inc.
+$345,906.65
CCI Crown Castle Inc.
+$344,485.26
IWD iShares Russell 1000 Value ETF
+$341,907.28
ORCL Oracle Corporation
+$340,672.12
VMBS Vanguard Mortgage-Backed Securities Fund
+$338,883.72
FISV Fiserv, Inc.
+$336,691.8
KO The Coca-Cola Company
+$333,622.89
SPG Simon Property Group, Inc.
+$328,893.93
NEAR iShares Short Maturity Bond ETF
+$327,819.4
BHP BHP Group Ltd.
+$323,482.38
PSP Invesco Global Listed Private Equity ETF
+$316,677.51
BBCA JPMorgan BetaBuilders Canada ETF
+$315,248.75
WEX Wex Inc.
+$312,778.3
EFX Equifax Inc.
+$309,555.75
NXPI NXP Semiconductors N.V.
+$308,222.75
GOOG
GOOG
+$303,635.16
ITA iShares U.S. Aerospace & Defense ETF
+$303,497.57
0078
0078462F1
+$297,624.73
EPD Enterprise Products Partners L.P.
+$293,436.18
0977
097717W77
+$289,702.93
0020
0020825C1
+$285,908.5
8633
86330E700
+$280,404.66
BA Boeing Company
+$273,888.17
PBD
PBD
+$273,441.28
AXP American Express Company
+$271,795.81
IGV iShares Expanded Tech-Software Sector ETF
+$268,702.82
GD General Dynamics Corporation
+$267,604.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+$264,360.36
TSLA Tesla, Inc.
+$258,412.68
WMT Walmart Inc.
+$257,516.91
SIAL
SIAL
+$256,533.41
KMB Kimberly-Clark Corporation
+$256,054.08
SYK Stryker Corporation
+$254,763.69
ED Consolidated Edison, Inc.
+$253,395.65
OKE ONEOK, Inc.
+$251,605.8
PFE Pfizer Inc.
+$248,017.29
PFF iShares Preferred and Income Securities ETF
+$247,936.43
AVB AvalonBay Communities, Inc.
+$242,572.88
BRK-A Berkshire Hathaway Inc.
+$241,725
KXI iShares Global Consumer Staples ETF
+$240,869.82
XLU Utilities Select Sector SPDR Fund
+$239,187.27
BMET
BMET
+$235,840.42
CRL Charles River Laboratories International, Inc.
+$229,267.94
VGK Vanguard FTSE Europe ETF
+$228,652.29
CABO Cable One Inc.
+$223,507.3
FBND Fidelity Total Bond ETF
+$220,717.47
TYL Tyler Technologies Inc.
+$219,743.76
MUB iShares National Muni Bond ETF
+$219,732.21
LOW Lowe's Companies Inc.
+$217,257.92
EA Electronic Arts Inc.
+$216,781.18
VZ Verizon Communications Inc.
+$215,383.37
BK The Bank of New York Mellon Corporation
+$213,337.93
PLD Prologis Inc.
+$211,401.08
GIS General Mills, Inc.
+$209,911.88
APD Air Products and Chemicals, Inc.
+$208,593.52
MGV Vanguard Mega Cap Value ETF
+$208,154.16
VTI VANGUARD TOTAL STOCK MKT ETF
+$206,998.59
AGG iShares Core U.S. Aggregate Bond ETF
+$205,921.93
EWU iShares MSCI United Kingdom ETF
+$204,929.8
NVS Novartis AG Sponsored ADR
+$204,384.22
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+$202,862.17
PBA Pembina Pipeline Corporation
+$201,972.5
PSX Phillips 66
+$198,663.05
GDW
GDW
+$197,420.62
UNM Unum Group
+$196,220.22
EFAV iShares MSCI EAFE Min Vol Factor ETF
+$195,507.94
OIHY
OIHYL
+$194,865.42
MDLZ Mondelez International, Inc.
+$189,550.38
CL Colgate-Palmolive Company
+$182,587.49
VO Vanguard Mid-Cap ETF
+$178,287.92
PM Philip Morris International Inc.
+$173,614.55
PPG PPG Industries Inc.
+$173,162.5
BAX Baxter International Inc.
+$169,741.41
WEC
WEC
+$169,140.52
EWD iShares MSCI Sweden ETF
+$168,603.8
XLRE The Real Estate Select Sector SPDR Fund
+$166,121.78
KRFT
KRFT
+$158,936.03
TWI Titan International Inc.
+$158,889.08
IWF iShares Russell 1000 Growth ETF
+$158,194.27
CMI Cummins Inc.
+$154,899.98
RPMGX T. Rowe Price Mid-Cap Growth Fund
+$149,149.51
FPE First Trust Preferred Securities and Income ETF
+$141,705.99
SCHW Charles Schwab Corporation
+$140,621.18
IR Ingersoll Rand Inc.
+$140,320.4
ABBV AbbVie Inc.
+$134,870.07
CSL Carlisle Companies Inc.
+$134,781.2
D Dominion Energy, Inc.
+$132,102.36
R Ryder System Inc.
+$131,700.2
BMY Bristol-Myers Squibb Company
+$129,636.48
HCA HCA Healthcare Inc.
+$126,203.37
FSTA Fidelity MSCI Consumer Staples Index ETF
+$124,123.98
DLN WisdomTree U.S. LargeCap Dividend Fund
+$121,502.35
HON Honeywell International Inc.
+$121,452.91
SO The Southern Company
+$118,607.03
PSCT Invesco S&P SmallCap Information Technology ETF
+$118,312.75
NVO Novo Nordisk A/S Sponsored ADR
+$117,816.76
BKNG Booking Holdings Inc.
+$115,239.5
DLR Digital Realty Trust, Inc.
+$113,364.07
PGJ Invesco Golden Dragon China Portfolio
+$110,887.84
ROOF IQ U.S. Real Estate Small Cap ETF
+$110,792.04
FMAT Fidelity MSCI Materials Index ETF
+$109,708.78
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+$109,348.92
0017
0017275R1
+$107,571.63
MMP Magellan Midstream Partners LP
+$107,526.46
WTR Aqua America Inc
+$106,737.35
BP BP p.l.c. Sponsored ADR
+$105,128.46
HE Hawaiian Electric Industries Inc.
+$103,133.66
CTSH Cognizant Technology Solutions Corporation
+$101,125.89
DON WisdomTree U.S. MidCap Dividend Fund
+$100,676.87
0081
0081369Y4
+$99,771.57
CRBN iShares MSCI ACWI Low Carbon Target ETF
+$98,256.19
ACWI iShares MSCI ACWI ETF
+$95,690.79
KEY KeyCorp
+$94,292.13
FREL Fidelity MSCI Real Estate Index ETF
+$93,515.77
IYW iShares U.S. Technology ETF
+$93,014.73
AVGO Broadcom Inc.
+$88,748.96
IEUR iShares Core MSCI Europe ETF
+$87,683
NEU NewMarket Corporation
+$84,070.75
YUM Yum! Brands, Inc.
+$82,271.85
BUD Anheuser-Busch InBev S.A. ADR
+$81,699.2
INTU Intuit Inc.
+$81,506.54
IVV iShares Core S&P 500 ETF
+$77,713.33
ARI Apollo Commercial Real Estate Finance Inc.
+$74,055.96
IACI
IACI
+$73,843.54
ETN Eaton Corporation plc
+$73,642.72
GCI Gannett Co., Inc.
+$73,161.42
ISTB iShares Core 1-5 Year USD Bond ETF
+$73,069.61
TJX The TJX Companies, Inc.
+$66,846.22
LNG Cheniere Energy Inc.
+$66,720.25
AFL Aflac Inc.
+$62,110.4
AMT American Tower Corporation
+$61,875.13
FAST Fastenal Co.
+$60,133.94
BCR
BCR
+$59,842.89
0081
0081369Y7
+$58,960.63
MCO Moody's Corporation
+$58,662.15
ROST Ross Stores, Inc.
+$58,012
VB Vanguard Small-Cap ETF
+$57,810.89
PX
PX
+$54,000
PEAF
PEAFVLPCH
+$51,000
IWB iShares Russell 1000 ETF
+$49,283.42
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+$49,131.01
NOW ServiceNow, Inc.
+$48,690.4
WFM
WFM
+$45,712.12
ARCC Ares Capital Corporation
+$45,661.07
ASH Ashland Inc.
+$44,012.18
FDS FactSet Research Systems Inc.
+$43,493.56
NUS Nu Skin Enterprises Inc.
+$43,002.12
PBI Pitney Bowes Inc.
+$42,689.3
IWV ISHARES RUSSELL 3000 ETF
+$41,669.5
VBR VANGUARD SMALL-CAP VALUE ETF
+$40,541.01
TT Trane Technologies plc
+$40,352
0081
0081369Y3
+$39,394.65
MDT Medtronic plc
+$37,365.56
EPI WisdomTree India Earnings Fund
+$36,592.78
HPQ HP Inc.
+$33,807.14
ADBE Adobe Inc.
+$33,593.08
IRY
IRY
+$33,044.75
RWX SPDR Dow Jones International Real Estate ETF
+$33,017.39
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+$32,620.96
XHE SPDR S&P Health Care Equipment ETF
+$32,381.69
VRTX Vertex Pharmaceuticals Incorporated
+$32,234.7
IWO iShares Russell 2000 Growth ETF
+$31,482.31
KIM Kimco Realty Corporation
+$31,239.46
APC Arko Petroleum Corp.
+$31,121.89
TMO Thermo Fisher Scientific Inc.
+$29,371.21
BSV Vanguard Short-Term Bond ETF
+$29,286.41
GSK GSK plc Sponsored ADR
+$29,200.02
CERN Cerner Corp
+$29,000
SDTTU SandRidge Mississippian Trust I
+$28,931.85
K Kellanova Inc.
+$28,631.7
FUTY Fidelity MSCI Utilities Index ETF
+$27,264.56
FSP Franklin Street Properties Corp.
+$27,011.13
IUSB iShares Core Universal USD Bond ETF
+$26,220.73
EW Edwards Lifesciences Corporation
+$24,836.59
APU AmeriGas Partners LP
+$23,576
CAIBX American Funds Capital Income Builder Class A
+$23,166.44
BNY BlackRock New York Municipal Income Trust
+$23,000
VXF Vanguard Extended Market ETF
+$22,979.23
OEF iShares S&P 100 ETF
+$22,947.18
IIVI II-VI Inc
+$22,706.2
NEM Newmont Corporation
+$21,341.74
IVE ISHARES S&P 500 VALUE ETF
+$20,103.95
WYE
WYE
+$20,043.38
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+$19,905.68
TXU
TXU
+$19,230.72
0000
0000206R1
+$18,702.93
OTIS Otis Worldwide Corporation
+$17,874.64
RESP WisdomTree U.S. ESG Fund
+$17,642.17
SPGI S&P Global Inc.
+$16,467.99
EQM EQM Midstream Partners LP
+$16,144.89
IWR iShares Russell Mid-Cap ETF
+$13,388.8
SIEMX SEI Institutional International Trust Emerging Markets Equity Fund Class F
+$12,897.28
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
+$12,401.7
ESGE iShares ESG Aware MSCI EM ETF
+$11,799.12
CTVA Corteva Inc.
+$11,718.14
COP ConocoPhillips
+$11,478.89
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+$11,071.73
HUBB Hubbell Inc.
+$10,073.52
BRK.B Berkshire Hathaway Inc.
+$9,698
Q079
Q0793X100
+$9,335
BPL Buckeye Partners LP
+$8,711.25
EV
EV
+$8,687
DJP iPath Bloomberg Commodity Index Total Return ETN
+$8,440.7
ELD WisdomTree Emerging Markets Local Debt Fund
+$8,057.5
STWD Starwood Property Trust Inc.
+$7,211.31
DUK Duke Energy Corporation
+$7,057.18
MMAB
MMAB
+$7,000
HDV iShares Core High Dividend ETF
+$6,425.66
ROP Roper Technologies Inc.
+$6,009.7
RY Royal Bank of Canada
+$5,936.67
0611
061166W10
+$4,083.01
CEIX Core Natural Resources Inc.
+$3,982
VIG Vanguard Dividend Appreciation ETF
+$3,769.65
SUB iShares Short-Term National Muni Bond ETF
+$2,807.82
VFC V.F. Corporation
+$2,675.34
IBDP iShares iBonds Dec 2024 Term Corporate ETF
+$2,345.31
TEVA Teva Pharmaceutical Industries Ltd. ADR
+$1,845.33
IBDO iShares iBonds Dec 2023 Term Corporate ETF
+$1,748.26
AZO AutoZone Inc.
+$1,180.65
CDK CDK Global Inc
+$892.38
IBML iShares iBonds Dec 2023 Term Muni Bond ETF
+$875.3
HPE Hewlett Packard Enterprise Company
+$866.75
BSCJ
BSCJ
+$798.73
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF
+$794.73
DENN Denny's Corporation
+$691.4
0046
0046625H1
+$628
NTRS Northern Trust Corporation
+$599
PXD Pioneer Natural Resources Co
+$445.31
PBJ
PBJ
+$155.87
HNZ
HNZ
$0
KFT
KFT
$0
IPK
IPK
$0
IBMM iShares iBonds Dec 2024 Term Muni Bond ETF
$0
EMC
EMC
$0
GDCR
GDCRF
$0
AINV
AINV
$0
CLCL Calcol Inc.
$0
IPN
IPN
$0
MHFI
MHFI
$0
NCT
NCT
$0
CBE
CBE
$0
BSCD
BSCD
$0
PXF
PXF
$0
PLGT
PLGTF
$0
DWDP
DWDP
$0
AT
AT
$0
SYT
SYT
$0
FLT Corpay Inc.
$0
GSJ
GSJ
$0
0401
04013Q109
$0
0042
0042217K1
$0
0059
0059156R1
$0
0033
003364628
$0
0091
0091529Y1
$0
0087
0087160A1
$0
0097
0097717W3
$0
0092
0092826C8
$0
DELL Dell Technologies Inc.
$0
00G2
00G219901
$0
0098
0098419M1
$0
0401
04014T102
$0
00G2
00G241401
$0
0044
0044919P3
$0
0045
0045256B1
$0
MVK
MVK
$0
NU
NU
$0
8660
866005101
$0
HPQ
HPQ
$0
B011
B01165156
$0
99GR
99GREYSTR
$0
N457
N4578E413
$0
J021
J02100113
$0
LIN
LIN
$0
99SA
99SALSAL2
$0
PEAF
PEAFVLPSS
$0
099N
099NETALL
$0
99SA
99SALSAL3
$0
IPU
IPU
$0
HHH
HHH
$0
0POR
0PORTLAND
$0
99NE
99NETPEDG
$0
NPBC
NPBC
$0
PORT
PORTLANDA
$0
NBN
NBN
$0
CLNY Colony Capital Inc
$0
UL
UL
$0
AVGO
AVGO
$0
GSTP
GSTPRA
$0
AVVC
AVVCL
$0
MHRG
MHRGQ
$0
BLS
BLS
$0
7846
78463V107
$0
MTLG
MTLG
$0
HACK
HACK
$0
JOY
JOY
$0
9234
92343E102
$0
SGP
SGP
$0
LEHM
LEHMQ
$0
GOOG
GOOGL
-$319.29M
6294
62942J109
-$79.34M
1030
103034104
-$77.65M
LVNV
LVNVF
-$70.65M
2648
264844101
-$42.03M
TYG
TYG
-$32.29M
6097
60975V106
-$31.81M
ECA Encana Corp
-$11.13M
BGMZ
BGMZF
-$4.3M
IDND International Dispensing Corp.
-$2.7M
IEMG iShares Core MSCI Emerging Markets ETF
-$2.5M
RAI
RAI
-$2.21M
8613
861308104
-$1.81M
WB
WB
-$1.46M
IBB iShares Biotechnology ETF
-$1.43M
EFA iShares MSCI EAFE ETF
-$1.42M
RYN Rayonier Inc.
-$1.06M
BID Sotheby's
-$946,861.47
MXI iShares Global Materials ETF
-$840,060.56
BSX Boston Scientific Corporation
-$819,382.75
NEE NextEra Energy, Inc.
-$636,195.05
PBW
PBW
-$604,950.77
FRK
FRK
-$602,300.45
LLY Eli Lilly and Company
-$587,050.19
GS The Goldman Sachs Group, Inc.
-$585,893.52
TGT Target Corporation
-$516,496.79
MGA Magna International Inc.
-$515,143.1
AZN
AZN
-$482,717.03
IEO iShares U.S. Oil & Gas Exploration & Production ETF
-$479,321.18
GYI
GYI
-$474,161.63
KCE SPDR S&P Capital Markets ETF
-$470,572.62
LHO
LHO
-$470,083.72
AIG American International Group Inc.
-$458,521.63
BLK BlackRock, Inc.
-$449,740.24
KMI Kinder Morgan, Inc.
-$396,400.41
SPLV Invesco S&P 500 Low Volatility ETF
-$373,044.56
COH
COH
-$359,297.41
CCJ Cameco Corporation
-$336,031.99
MS Morgan Stanley
-$333,431.95
STX Seagate Technology Holdings plc
-$322,243.38
DE Deere & Company
-$314,365.98
UNH UnitedHealth Group Incorporated
-$306,321.44
HCN
HCN
-$298,513.01
ICLN iShares Global Clean Energy ETF
-$293,355.2
URA Global X Uranium ETF
-$287,693.6
CLZR
CLZR
-$273,709.63
ITB iShares U.S. Home Construction ETF
-$253,325.42
VNQ Vanguard Real Estate ETF
-$233,807.96
BPPTU BP Prudhoe Bay Royalty Trust
-$223,614.1
RTX RTX Corporation
-$200,429.76
K728
K72807132
-$186,000
GDX
GDX
-$179,589.94
FHLC Fidelity MSCI Health Care Index ETF
-$175,022.55
CHKR Chesapeake Granite Wash Trust
-$165,742.12
GHC Graham Holdings Co.
-$154,527.21
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-$154,190.59
GOV
GOV
-$149,564.36
PII Polaris Inc.
-$134,942.07
FDC First Data Corp
-$128,357.81
FXY Invesco CurrencyShares Japanese Yen Trust
-$119,548.88
PNC The PNC Financial Services Group, Inc.
-$102,798.65
BBBYQ BED BATH & BEYOND INC
-$99,057.08
CI The Cigna Group
-$95,117.48
HAL Halliburton Company
-$95,032.32
BKLN
BKLN
-$89,735.66
CB Chubb Limited
-$86,231.27
0024
0024702R1
-$86,103
ASTE Astec Industries Inc.
-$73,529.05
MET MetLife Inc.
-$67,726.12
ODVYX Invesco Developing Markets Fund Class Y
-$67,652.13
DHR Danaher Corporation
-$64,783.43
OIH
OIH
-$59,492.65
JPHF JPMorgan Diversified Alternative ETF
-$58,634.22
APA APA Corporation
-$58,388.73
IPXL
IPXL
-$57,624.08
OXY Occidental Petroleum Corporation
-$55,965.89
IPF SPDR S&P International Financia
-$55,355.78
2254
22542D472
-$55,000
AAIC Arlington Asset Investment Corp.
-$53,747.07
ROYTL Pacific Coast Oil Trust
-$50,909
MFIN Medallion Financial Corp.
-$49,500
WTRG Essential Utilities Inc.
-$48,840.1
SCHV Schwab U.S. Large-Cap Value ETF
-$46,280.21
JCI
JCI
-$42,822.6
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-$39,913.18
SBUX Starbucks Corporation
-$39,582.98
RDS-A Shell plc
-$38,834.64
TRV The Travelers Companies, Inc.
-$38,210.91
BSCF
BSCF
-$36,520.84
DG Dollar General Corporation
-$35,540
PSTL
PSTL
-$35,197.14
BSG
BSG
-$34,666
GG
GG
-$33,134.91
A Agilent Technologies Inc.
-$31,086.74
0045
0045245A1
-$27,934
USB U.S. Bancorp
-$27,837.32
KIE
KIE
-$26,969.4
ES Eversource Energy
-$25,195.16
ORI Old Republic International Corp.
-$25,015.5
CAC Camden National Corporation
-$24,780.5
LHX L3Harris Technologies, Inc.
-$24,302.86
IMN
IMN
-$24,000
KEYS Keysight Technologies, Inc.
-$20,843.24
MSA Msa Safety Inc.
-$18,800.32
IPD
IPD
-$18,357.12
HLMEX Harding Loevner Institutional Emerging Markets Portfolio Class I
-$18,145.17
GLP Global Partners L.P.
-$17,064.56
DPZ Domino's Pizza Inc.
-$16,467.4
NBN
NBN
-$15,672
ADM Archer-Daniels-Midland Co
-$12,733.01
IPS
IPS
-$12,290.07
AWK American Water Works Company, Inc.
-$12,125.06
WTMF WisdomTree Managed Futures Strategy Fund
-$11,680.2
EL The Estée Lauder Companies Inc. Class A
-$11,121.12
XTN SPDR S&P Transportation ETF
-$10,003.2
JXI iShares Global Utilities ETF
-$8,900.05
MKL Markel Group Inc.
-$8,582.75
VHT Vanguard Health Care ETF
-$7,942.12
GENZ
GENZ
-$5,256.1
QCOM QUALCOMM Incorporated
-$5,125.48
PBKS
PBKS
-$4,914.99
PAYC Paycom Software, Inc.
-$4,872.2
BSCH
BSCH
-$4,407.67
AMP Ameriprise Financial, Inc.
-$4,091.25
3814
38143H530
-$4,000
ALL Allstate Corporation
-$3,051.36
BSCI
BSCI
-$2,326.81
FITB Fifth Third Bancorp
-$1,707.03
PCL
PCL
-$1,498.29
LMT Lockheed Martin Corporation
-$773.45
PAYX Paychex Inc.
-$556.24
KHC The Kraft Heinz Company
-$305.02
SONS
SONS
-$100
TXT Textron Inc.
-$50
GRNH Greengro Technologies Inc.
-$8
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 4401 | Longs Won 2784/4401 63% | Profit Factor 1.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.7M |
| Average Win $297,902.65 | Best Trade (Jun 29) $99.36M | Sharpe Ratio -6.79 |
| Average Loss -$507,758.03 | Worst Trade (Dec 30) -$319.2M | Z-Score -23.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 6d | Expectancy $68,317.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|
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 Ainsley Gleason?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P MidCap 400 ETF Trust - $205.22M, SPDR S&P 500 ETF Trust - $85.14M, 3M Company - $74.34M, State Street Technology Select Sector SPDR ETF - $48.64M, and 0004013Q1 - $47.44M. 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: GOOGL - $319.29M, 62942J109 - $79.34M, 103034104 - $77.65M, LVNVF - $70.65M, and 264844101 - $42.03M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ainsley Gleason's portfolio generate?
The portfolio generates substantial dividend income, with a total of $138.31M earned over time. The largest contributors to dividend income include 3M Company - $16.14M, SPDR S&P MidCap 400 ETF Trust - $10.22M, SPDR S&P 500 ETF Trust - $9.5M, General Electric Company - $6.99M, and iShares 1-5 Year Investment Grade Corporate Bond ETF - $5.43M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ainsley Gleason's monthly returns?
Ainsley Gleason's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Ainsley Gleason's strategy be considered aggressive or moderate?
It is difficult to clearly classify Ainsley Gleason's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Ainsley Gleason's strategy?
It is difficult to determine whether Ainsley Gleason's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
