Kathleen Thornhill Portfolio
Invests via Confluence Wealth Services Inc. | Managed by Kathleen Thornhill
Invests via Confluence Wealth Services Inc.
Managed by Kathleen Thornhill
Automatically Tracked
Kathleen Thornhill Profile
Kathleen Thornhill has a diverse professional background spanning investment banking and strategic advisory. With extensive experience in mergers and acquisitions, she plays a pivotal role in navigating complex financial transactions that drive corporate growth. Her expertise extends to identifying high-potential opportunities within dynamic markets, making her an invaluable asset to organizations seeking expansion through strategic partnerships. Known for her analytical rigor and exceptional negotiation skills, she fosters relationships across sectors to align interests among stakeholders. As an influential figure in the finance community, Thornhill's leadership significantly impacts business decisions at critical junctures.
Kathleen Thornhill has a diverse professional background spanning investment banking and strategic advisory. With extensive experience in mergers and acquisitions, she plays a pivotal role in navigating complex financial transactions that drive corporate growth. Her expertise extends to identifying high-potential opportunities within dynamic markets, making her an invaluable asset to organizations seeking expansion through strategic partnerships. Known for her analytical rigor and exceptional negotiation skills, she fosters relationships across sectors to align interests among stakeholders. As an influential figure in the finance community, Thornhill's leadership significantly impacts business decisions at critical junctures.
Investment Philosophy & Strategy
Through an entrepreneurial lens, Kathleen Thornhill approaches investment decisions with a focus on transformational growth and market leadership. Her background in investment banking has sharpened her ability to identify compelling business models that leverage competitive advantages. Driven by a deep understanding of sector dynamics, she emphasizes partnerships that can expand capabilities and foster innovation. Moreover, her adeptness at negotiating complex deals positions her uniquely in assessing high-value transactions that align with strategic objectives. By harnessing operational insights alongside financial acumen, she crafts strategies aimed at sustained corporate success.
Through an entrepreneurial lens, Kathleen Thornhill approaches investment decisions with a focus on transformational growth and market leadership. Her background in investment banking has sharpened her ability to identify compelling business models that leverage competitive advantages. Driven by a deep understanding of sector dynamics, she emphasizes partnerships that can expand capabilities and foster innovation. Moreover, her adeptness at negotiating complex deals positions her uniquely in assessing high-value transactions that align with strategic objectives. By harnessing operational insights alongside financial acumen, she crafts strategies aimed at sustained corporate success.
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:
233.24%
Gain -1.52%
Monthly
2.04%
Yearly
27.43%
Drawdown
33.64%
$3.44B
Equity
Holdings
$3.44B
Investment
$2.74B
$708.45M
Profit -$13.11M
Realized
$2.42M
Unrealized
$706.03M
Dividends
$135.03M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.52%
Profit
-$13.11M
Win %
76%
This Week
Compared To Last Week
Gain
-0.2%
Profit
-$6.9M
Win %
76%
This Month
Compared to last month
Gain
0.75%
Profit
$25.72M
Win %
76%
This Year
Compared to last year
Gain
0.49%
Profit
$16.65M
Win %
76%
CRWD CrowdStrike Holdings, Inc.
+6.85%
+$194,942.58 
PANW Palo Alto Networks, Inc.
+6.73%
+$57,240.36 
HAL Halliburton Company
+5.32%
+$10,466.45 
FANG Diamondback Energy Inc.
+4.91%
+$20,249.78 
DVN Devon Energy Corporation
+4.7%
+$26,652.78 
COP ConocoPhillips
+4.14%
+$226,697.85 
EOG EOG Resources, Inc.
+3.8%
+$99,401.83 
RRC Range Resources Corporation
+3.69%
+$18,409.68 
LNG Cheniere Energy Inc.
+3.65%
+$10,349.29 
PAA Plains All American Pipeline, L.P. Common Units
+3.36%
+$8,433.78 
OXY Occidental Petroleum Corp.
+3.31%
+$12,399.3 
MU Micron Technology Inc.
+3.05%
+$112,585.02 
FTNT Fortinet, Inc.
+3.02%
+$15,529.5 
DOW Dow Inc.
+2.83%
+$19,486.8 
XLE State Street Energy Select Sector SPDR ETF
+2.74%
+$15,145.95 
CACI CACI International, Inc.
+2.66%
+$8,275.49 
LMT Lockheed Martin Corporation
+2.64%
+$71,884.94 
CVX Chevron Corporation
+2.63%
+$480,776.13 
KMI Kinder Morgan Inc.
+2.62%
+$30,594.45 
OKE ONEOK, Inc.
+2.57%
+$10,666.66 
BP BP Plc Sponsored ADR
+2.56%
+$23,613.46 
TPL Texas Pacific Land Corporation
+2.54%
+$43,536.72 
ISRG Intuitive Surgical Inc.
+2.53%
+$13,810.71 
CF CF Industries Holdings, Inc.
+2.35%
+$46,612.53 
XOM ExxonMobil Holdings Corporation
+2.34%
+$1.23M 
SPCX Space Exploration Technologies Corp. Class A
+2.33%
+$4,032.34 
MRVL Marvell Technology Inc.
+2.28%
+$7,185.9 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.28%
+$21,217.64 
HONA Honeywell Aerospace Inc.
+2.24%
+$18,761 
SNPS Synopsys Inc.
+2.24%
+$5,036.84 
CDNS Cadence Design Systems, Inc.
+2.19%
+$3,776.47 
CGNX Cognex Corporation
+2.03%
+$35,894.07 
VLY Valley National Bancorp Common Stock
+2.03%
+$15,529.92 
STLD Steel Dynamics, Inc.
+1.97%
+$10,836.45 
AMD Advanced Micro Devices Inc.
+1.96%
+$71,251.43 
WMB The Williams Companies, Inc.
+1.96%
+$11,271.13 
DELL Dell Technologies Inc. Class C Common Stock
+1.96%
+$21,533.98 
EPD Enterprise Products Partners L.P.
+1.96%
+$15,016.43 
ET Energy Transfer LP
+1.87%
+$95,228.37 
TXN Texas Instruments Inc.
+1.82%
+$37,877.7 
MPLX MPLX LP
+1.65%
+$5,503.68 
KEYS Keysight Technologies, Inc.
+1.59%
+$3,450.68 
APH Amphenol Corp. Class A Common Stock
+1.57%
+$25,129.8 
ORCL Oracle Corporation
+1.53%
+$68,841.85 
INTC Intel Corporation
+1.42%
+$36,232.51 
FCX Freeport-McMoRan Inc.
+1.36%
+$6,101.92 
COHR Coherent Corp.
+1.29%
+$19,642.31 
JCI Johnson Controls International plc
+1.29%
+$10,502.45 
CSCO Cisco Systems, Inc.
+1.28%
+$148,102.16 
QCOM QUALCOMM Incorporated
+1.19%
+$36,490.64 
ADI Analog Devices, Inc.
+1.18%
+$67,482.41 
MKSI MKS Inc.
+1.17%
+$2,177.79 
ANET Arista Networks Inc.
+1.16%
+$6,555.04 
NUE Nucor Corporation
+1.14%
+$34,777.57 
USAC USA Compression Partners, L.P.
+1.12%
+$5,697.72 
AMAT Applied Materials Inc.
+1.02%
+$31,979.6 
SMH VanEck Semiconductor ETF
+1%
+$6,016.52 
Q Qnity Electronics Inc.
+0.99%
+$8,177.76 
DOV Dover Corporation
+0.99%
+$1,985.3 
GLW Corning Incorporated
+0.96%
+$4,644.57 
TROW T. Rowe Price Group Inc.
+0.91%
+$19,064.14 
ASML ASML Holding N.V. NY Registered Shares
+0.85%
+$4,180.67 
EMR Emerson Electric Co.
+0.8%
+$15,421.41 
NTRS Northern Trust Corporation
+0.76%
+$6,465.06 
ROK Rockwell Automation Inc.
+0.75%
+$12,150.78 
ABT Abbott Laboratories
+0.75%
+$33,982.83 
XLK State Street Technology Select Sector SPDR ETF
+0.72%
+$7,539.05 
TKR The Timken Company
+0.67%
+$1,022 
VGT Vanguard Information Technology ETF
+0.67%
+$11,372.05 
MSFT Microsoft Corporation Common Stock
+0.66%
+$290,736.97 
NOW ServiceNow Inc.
+0.64%
+$4,250.08 
MTUM iShares MSCI USA Momentum Factor ETF
+0.64%
+$1,779.94 
GPMT Granite Point Mortgage Trust Inc.
+0.62%
+$61.84 
IYW iShares U.S. Technology ETF
+0.62%
+$2,927.52 
DD DuPont de Nemours, Inc.
+0.56%
+$4,052.27 
VEEV Veeva Systems Inc.
+0.54%
+$2,068.51 
SHOP Shopify Inc.
+0.52%
+$6,816.48 
AVGO Broadcom Inc.
+0.45%
+$75,715.73 
IBM International Business Machines Corporation
+0.45%
+$22,535.52 
BA The Boeing Company
+0.44%
+$4,509.18 
EEM iShares MSCI Emerging Markets ETF
+0.44%
+$31,503.87 
PWR Quanta Services, Inc.
+0.44%
+$1,012.2 
NYT New York Times Co. Class A Common Stock
+0.42%
+$7,629.29 
HBAN HubSpot Inc.
+0.32%
+$2,150.9 
IEMG iShares Core MSCI Emerging Markets ETF
+0.3%
+$3,482.89 
PNFP Pinnacle Financial Partners Inc.
+0.29%
+$603.2 
SYK Stryker Corp.
+0.28%
+$4,769.41 
CMI Cummins Inc.
+0.28%
+$5,080.69 
DFAE Dimensional Emerging Core Equity Market ETF
+0.26%
+$53,777.32 
QQQ Invesco QQQ Trust, Series 1
+0.24%
+$9,252.97 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.24%
+$5,249.58 
PTNQ Pacer Trendpilot 100 ETF
+0.24%
+$1,931.71 
VCRM Vanguard Core Tax-Exempt Bond ETF
+0.23%
+$56,084.19 
LRCX Lam Research Corp.
+0.22%
+$1,864.5 
MPC Marathon Petroleum Corp.
+0.21%
+$28,467.84 
ABBV AbbVie Inc.
+0.19%
+$21,365.3 
CGHM Capital Group Municipal High-Income ETF
+0.18%
+$31,312.58 
RF Regions Financial Corp.
+0.18%
+$3,219.5 
FCF First Commonwealth Financial Corp.
+0.17%
+$910.25 
CGNG Capital Group New Geography Equity ETF
+0.16%
+$36,508.18 
UMBF UMB Financial Corporation
+0.16%
+$801.24 
SWK Stanley Black & Decker Inc.
+0.15%
+$1,317.45 
JGRO JPMorgan Active Growth ETF
+0.14%
+$1,067.25 
CGMU Capital Group Municipal Income ETF
+0.13%
+$40,909.08 
GEV GE Vernova Inc.
+0.13%
+$4,351.77 
DE Deere & Company
+0.12%
+$8,216.96 
VTEB Vanguard Tax-Exempt Bond ETF
+0.11%
+$410.52 
STX Seagate Technology Holdings plc
+0.11%
+$440.64 
CME CME Group Inc. Class A Common Stock
+0.1%
+$845.61 
NDSN Nordson Corporation
+0.08%
+$258.71 
MUB iShares National Muni Bond ETF
+0.08%
+$9,061.44 
MSI Motorola Solutions, Inc.
+0.07%
+$1,915.49 
GEHC GE HealthCare Technologies Inc.
+0.04%
+$96.06 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$563.64 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$849.35 
LEN Lennar Corp. Class A Common Stock
+0.03%
+$350.52 
SPMB State Street SPDR Portfolio Mortgage Backed Bond ETF
+0.02%
+$119.72 
JMST JPMorgan Ultra-Short Municipal Income ETF
+0.02%
+$87.12 
CGSM Capital Group Short Duration Municipal Income ETF
+0.02%
+$171.31 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
JHG Janus Henderson Group plc
0%
$0 
STBA S&T Bancorp Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 MFSB
MFSB
0%
$0 VUSV
VUSV
0%
$0 2817
28176E306
0%
$0 
FIX Comfort Systems USA Inc.
-8.54%
-$44,493.24 
T AT&T Inc.
-6.57%
-$117,837.4 
TMUS T-Mobile US Inc.
-6.2%
-$61,237.39 
ACN Accenture plc
-4.42%
-$87,764.17 
MET MetLife, Inc.
-4.3%
-$55,905.35 
DKS DICK'S Sporting Goods, Inc.
-4.13%
-$66,562.64 
VTGN Vistagen Therapeutics Inc.
-3.96%
-$241.31 
HWM Howmet Aerospace Inc.
-3.94%
-$17,144.98 
NVS Novartis AG Sponsored ADR
-3.85%
-$11,578.87 
CHRS Coherus Oncology, Inc.
-3.85%
-$800.04 
NEM Newmont Corporation
-3.8%
-$23,135.9 
TSCO Tractor Supply Company
-3.71%
-$19,945.98 
CL Colgate-Palmolive Co.
-3.68%
-$73,744.42 
AXP American Express Company
-3.66%
-$97,277.39 
WSM Williams-Sonoma, Inc.
-3.63%
-$18,806.46 
JLL Jones Lang LaSalle Incorporated
-3.62%
-$32,046.77 
TGT Target Corp.
-3.46%
-$41,320.38 
YUM Yum! Brands, Inc.
-3.44%
-$32,709.6 
GGG Graco Inc.
-3.38%
-$8,770.3 
HSY The Hershey Company Common Stock
-3.31%
-$34,052.41 
NRGV Energy Vault Holdings, Inc.
-3.28%
-$1,137.89 
MMLP Martin Midstream Partners L.P.
-3.23%
-$2,541.35 
CLS Celestica Inc.
-3.07%
-$4,763.53 
HD The Home Depot, Inc.
-3.06%
-$198,099.44 
LOW Lowe's Companies, Inc.
-3.04%
-$63,484.83 
LLY Eli Lilly and Company
-2.99%
-$520,725.52 
CLX The Clorox Company
-2.89%
-$20,600.32 
ATI ATI Inc.
-2.89%
-$21,351.24 
CASY Casey's General Stores, Inc.
-2.88%
-$57,443 
VOYA Voya Financial Inc.
-2.85%
-$52,956.4 
PRU Prudential Financial, Inc.
-2.83%
-$36,262.38 
SYY Sysco Corp.
-2.82%
-$15,841.08 
CI The Cigna Group
-2.77%
-$15,601.25 
ALV Autoliv Inc.
-2.75%
-$12,203.64 
PG The Procter & Gamble Company
-2.73%
-$288,529.68 
DRI Darden Restaurants, Inc.
-2.72%
-$18,414.9 
F Ford Motor Co.
-2.72%
-$4,870.12 
MFC Manulife Financial Corporation
-2.71%
-$6,903.65 
WDC Western Digital Corp.
-2.66%
-$6,951.96 
CMG Chipotle Mexican Grill, Inc.
-2.63%
-$5,430.12 
KO The Coca-Cola Company
-2.62%
-$110,312.5 
CTVA Corteva Inc.
-2.6%
-$2,064.27 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.57%
-$33,678.14 
LSTR Landstar System, Inc.
-2.54%
-$39,740.23 
WRB W. R. Berkley Corporation
-2.54%
-$8,014.27 
PEP PepsiCo, Inc.
-2.5%
-$137,391.18 
GIS General Mills Inc.
-2.46%
-$10,212.19 
CAT Caterpillar Inc.
-2.38%
-$157,788.02 
HIMS Hims & Hers Health, Inc. Class A Common Stock
-2.33%
-$7,260.36 
CRS Carpenter Technology Corporation
-2.31%
-$3,538.51 
VTRS Viatris Inc.
-2.3%
-$6,783.43 
BMY Bristol-Myers Squibb Company
-2.27%
-$23,246.08 
BLK BlackRock, Inc.
-2.15%
-$29,559.11 
MO Altria Group, Inc.
-2.14%
-$92,939.34 
XLP State Street Consumer Staples Select Sector SPDR ETF
-2.12%
-$6,486.36 
MAS Masco Corporation
-2.11%
-$4,596.91 
NKE Nike, Inc. Class B Common Stock
-2.11%
-$21,614.85 
NSC Norfolk Southern Corp.
-2.11%
-$37,781.92 
GE General Electric Company
-2.09%
-$96,540.52 
SLF Sun Life Financial Inc.
-2.07%
-$8,460.42 
AFL Aflac Incorporated
-2.05%
-$30,506.74 
PPG PPG Industries, Inc.
-2.02%
-$23,486.24 
MCD McDonald's Corporation
-1.99%
-$75,289.96 
FHI Federated Hermes, Inc. Common Stock
-1.99%
-$10,489.34 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.97%
-$17,273.81 
KRYS Krystal Biotech, Inc.
-1.92%
-$23,244.96 
NRG NRG Energy, Inc.
-1.86%
-$10,063.68 
GM General Motors Co.
-1.83%
-$5,346.72 
MA Mastercard Inc. Class A Common Stock
-1.82%
-$76,932.97 
CB Chubb Limited
-1.81%
-$143,273.19 
SHW The Sherwin-Williams Company
-1.81%
-$10,748.42 
UNH UnitedHealth Group Inc.
-1.8%
-$60,636.64 
WPM Wheaton Precious Metals Corp.
-1.8%
-$9,463.86 
ALL The Allstate Corporation
-1.79%
-$45,793.3 
ORLY O'Reilly Automotive Inc.
-1.78%
-$3,855.33 
TEX Terex Corporation Common Stock
-1.75%
-$14,495.39 
BX Blackstone Inc.
-1.73%
-$6,444.48 
XEL Xcel Energy Inc.
-1.71%
-$4,727.7 
FDX FedEx Corp.
-1.7%
-$15,180.75 
KR The Kroger Co.
-1.69%
-$16,795.75 
VZ Verizon Communications Inc.
-1.69%
-$44,978.18 
MS Morgan Stanley Common Stock
-1.68%
-$14,115.12 
PH Parker-Hannifin Corporation
-1.68%
-$27,600.04 
JNJ Johnson & Johnson
-1.67%
-$220,342.79 
RTX RTX Corporation
-1.65%
-$67,452.64 
UNP Union Pacific Corp.
-1.63%
-$73,488.24 
OSK Oshkosh Corporation
-1.59%
-$5,326.44 
MRK Merck & Co., Inc.
-1.58%
-$115,167.05 
CAH Cardinal Health, Inc.
-1.57%
-$37,213.14 
FNF Fidelity National Financial, Inc.
-1.57%
-$27,030.9 
COF Capital One Financial Corp.
-1.55%
-$14,105.96 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.54%
-$3,834 
BR Broadridge Financial Solutions, Inc.
-1.54%
-$10,121.54 
AMGN Amgen Inc. Common Stock
-1.5%
-$118,096 
VCR Vanguard Consumer Discretionary ETF
-1.5%
-$3,639.75 
GDX VanEck Gold Miners ETF
-1.44%
-$11,127.4 
WMT Walmart Inc.
-1.44%
-$199,602.36 
MLM Martin Marietta Materials, Inc.
-1.43%
-$9,683.07 
AEP American Electric Power Company, Inc.
-1.4%
-$20,038.5 
COR Cencora Inc.
-1.39%
-$4,342.63 
JPM JPMorgan Chase & Co.
-1.38%
-$290,594.55 
PPL PPL Corporation
-1.36%
-$9,787.2 
PFE Pfizer Inc.
-1.35%
-$39,534.66 
WEC WEC Energy Group Inc.
-1.35%
-$12,001.48 
URI United Rentals Inc.
-1.34%
-$9,359.53 
AFG American Financial Group Inc
-1.34%
-$24,354.12 
ZTS Zoetis Inc. Class A Common Stock
-1.32%
-$14,261.4 
MAR Marriott International, Inc. Class A Common Stock
-1.31%
-$12,878.38 
FTCS First Trust Capital Strength ETF
-1.31%
-$21,013.32 
SBUX Starbucks Corp.
-1.28%
-$9,569.55 
COST Costco Wholesale Corp
-1.28%
-$104,179.96 
PEG Public Service Enterprise Group Inc.
-1.27%
-$9,896.58 
TJX The TJX Companies, Inc.
-1.27%
-$22,724.24 
NFLX Netflix Inc.
-1.24%
-$25,612.23 
CSX CSX Corporation
-1.23%
-$19,464.02 
CVS CVS Health Corporation Common Stock
-1.23%
-$18,221.28 
V Visa Inc. Class A
-1.23%
-$170,214.69 
SEIC SEI Investments Company
-1.23%
-$20,656.64 
TRV The Travelers Companies, Inc.
-1.22%
-$7,019.1 
C Citigroup Inc.
-1.22%
-$10,224.31 
XLF State Street Financial Select Sector SPDR ETF
-1.19%
-$2,848.5 
DEO Diageo plc Sponsored ADR
-1.18%
-$4,772.04 
GSK GSK plc ADR
-1.17%
-$2,329.2 
ITW Illinois Tool Works Inc.
-1.17%
-$12,955.2 
MMM 3M Company
-1.16%
-$10,036.8 
RACE Ferrari N.V.
-1.16%
-$4,837.14 
RSG Republic Services Inc.
-1.14%
-$8,274.45 
EXC Exelon Corp.
-1.14%
-$5,793.6 
MPWR Monolithic Power Systems Inc.
-1.13%
-$25,778.38 
ABNB Airbnb Inc. Class A Common Stock
-1.12%
-$3,652.36 
DTE DTE Energy Company
-1.12%
-$3,519.38 
SO The Southern Company
-1.11%
-$24,885.63 
PM Philip Morris International Inc.
-1.1%
-$63,265.38 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1.09%
-$11,401.67 
ECL Ecolab Inc.
-1.08%
-$3,194.09 
FE FirstEnergy Corp.
-1.06%
-$5,348.48 
CRM Salesforce, Inc.
-1.06%
-$11,536.38 
RDVY First Trust Rising Dividend Achievers ETF
-1.04%
-$11,224.09 
SDY State Street SPDR S&P Dividend ETF
-1.02%
-$5,369.36 
TMO Thermo Fisher Scientific Inc.
-1.02%
-$35,265.8 
AJG Arthur J. Gallagher & Co.
-1%
-$2,416.36 
MCK McKesson Corporation
-1%
-$31,827.49 
ADP Automatic Data Processing Inc.
-0.99%
-$36,197.4 
ETR Entergy Corporation Common Stock
-0.97%
-$7,661.94 
ED Consolidated Edison Inc.
-0.95%
-$3,449.88 
SCHW The Charles Schwab Corporation
-0.95%
-$3,152.93 
BRK-B Berkshire Hathaway Inc.
-0.94%
-$97,128.79 
DHR Danaher Corp.
-0.94%
-$4,583.52 
AZN AstraZeneca PLC American Depositary Shares
-0.93%
-$6,867.24 
GS The Goldman Sachs Group, Inc.
-0.93%
-$6,418.5 
FAST Fastenal Co.
-0.92%
-$27,815.24 
DVY iShares Select Dividend ETF
-0.92%
-$2,655.12 
B BARRICK MINING CORP Common Stock (ABR0)
-0.92%
-$9,536.36 
ITA iShares U.S. Aerospace & Defense ETF
-0.92%
-$4,020.5 
ATO Atmos Energy Corporation
-0.91%
-$5,544.22 
WAB Wabtec Corporation
-0.9%
-$4,320.16 
CGIE Capital Group International Equity ETF
-0.89%
-$43,549.12 
DFTX Definium Therapeutics Inc.
-0.88%
-$1,511.7 
VPV Invesco Pennsylvania Value Municipal Income Trust
-0.86%
-$5,523.28 
EBAY eBay Inc.
-0.83%
-$7,634.14 
ARCC Ares Capital Corp.
-0.82%
-$3,297.01 
DGRO iShares Core Dividend Growth ETF
-0.82%
-$841,384.5 
VSLU Applied Finance Valuation Large Cap ETF
-0.81%
-$6,761.6 
AWK American Water Works Company, Inc.
-0.8%
-$9,182.7 
WFC Wells Fargo & Company
-0.8%
-$6,016.58 
VIG Vanguard Dividend Appreciation ETF
-0.79%
-$1.91M 
SRE Sempra
-0.78%
-$6,704.28 
CGCV Capital Group Conservative Equity ETF
-0.77%
-$106,092.75 
PAYX Paychex Inc.
-0.77%
-$7,691.32 
IGRO iShares International Dividend Growth ETF
-0.77%
-$100,083.21 
O Realty Income Corp.
-0.75%
-$12,200.42 
D Dominion Energy, Inc.
-0.75%
-$9,233.07 
BAC Bank of America Corporation
-0.74%
-$9,747 
DUK Duke Energy Corporation
-0.74%
-$16,370.79 
GLDM SPDR Gold MiniShares Trust
-0.73%
-$7,971.52 
AVDV Avantis International Small Cap Value ETF
-0.72%
-$2,105.28 
QUAL iShares MSCI USA Quality Factor ETF
-0.71%
-$2,561.36 
TSLA Tesla, Inc.
-0.7%
-$22,645.92 
VST Vistra Corp.
-0.7%
-$3,636.27 
RSP Invesco S&P 500 Equal Weight ETF
-0.7%
-$37,136.16 
IEUR iShares Core MSCI Europe ETF
-0.69%
-$2,547.72 
IAU iShares Gold Trust
-0.68%
-$17,242.72 
GLD SPDR Gold Shares
-0.68%
-$45,547.5 
SPGI S&P Global Inc.
-0.67%
-$8,085.58 
WELL Welltower Inc.
-0.67%
-$1,510.5 
ELV Elevance Health, Inc.
-0.67%
-$4,547.48 
USB U.S. Bancorp
-0.67%
-$4,362.4 
IWX iShares Russell Top 200 Value ETF
-0.67%
-$4,176.97 
JEPI JPMorgan Equity Premium Income ETF
-0.66%
-$1.07M 
SUSL iShares ESG MSCI USA Leaders ETF
-0.66%
-$1,576.8 
RJF Raymond James Financial, Inc.
-0.65%
-$2,566.72 
CEG Constellation Energy Corporation
-0.65%
-$7,075.19 
EFG iShares MSCI EAFE Growth ETF
-0.64%
-$5,291.88 
VTV Vanguard Morningstar Value ETF
-0.63%
-$13,687.96 
MDT Medtronic plc
-0.63%
-$1,684.32 
BDX Becton, Dickinson and Company
-0.61%
-$6,162.3 
LEO BNY Mellon Strategic Municipals, Inc.
-0.61%
-$437.5 
KLAC KLA Corporation
-0.61%
-$21,394.8 
PNC The PNC Financial Services Group, Inc.
-0.61%
-$39,238.17 
GOOGL Alphabet Inc
-0.6%
-$114,889.32 
VOOV Vanguard S&P 500 Value ETF
-0.6%
-$3,269.88 
CGVV Capital Group U.S. Large Value ETF
-0.6%
-$1,580.04 
PLD Prologis, Inc.
-0.6%
-$1,234.24 
ELAN Elanco Animal Health Incorporated
-0.59%
-$1,424.65 
IWD iShares Russell 1000 Value ETF
-0.59%
-$52,192.14 
UPS United Parcel Service, Inc. Class B Common Stock
-0.59%
-$4,732.2 
IEFA iShares Core MSCI EAFE ETF
-0.58%
-$41,475.84 
IVE iShares S&P 500 Value ETF
-0.57%
-$3,490.3 
VYM Vanguard High Dividend Yield ETF
-0.57%
-$23,364.58 
PRF Invesco RAFI US 1000 ETF
-0.56%
-$3,577.53 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.56%
-$9,058.32 
SNA Snap-on Incorporated
-0.56%
-$13,771.86 
VLO Valero Energy Corporation
-0.55%
-$22,571.04 
EFA iShares MSCI EAFE ETF
-0.55%
-$434,612.46 
CGUS Capital Group Core Equity ETF
-0.55%
-$17,108.6 
AMZN Amazon.com Inc
-0.55%
-$65,250.54 
PGR The Progressive Corporation
-0.55%
-$3,475.08 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.54%
-$3,658.59 
DFIC Dimensional International Core Equity 2 ETF
-0.53%
-$3,480.2 
DFAS Dimensional U.S. Small Cap ETF
-0.53%
-$519,080.94 
FDXF FedEx Freight Holding Company, Inc.
-0.53%
-$862.58 
STXF Strive 500 ETF
-0.53%
-$1,303.9 
CARR Carrier Global Corp.
-0.52%
-$1,712.47 
ICE Intercontinental Exchange, Inc.
-0.52%
-$5,602.35 
AAPL Apple Inc.
-0.51%
-$450,706.22 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.51%
-$1,013.04 
IJH iShares Core S&P Mid-Cap ETF
-0.51%
-$13,218.99 
JAVA JPMorgan Active Value ETF
-0.51%
-$103,449.36 
VBR Vanguard Small-Cap Value ETF
-0.51%
-$2,785.26 
YUMC Yum China Holdings, Inc.
-0.5%
-$1,498.5 
CGBL Capital Group Core Balanced ETF
-0.5%
-$104,004.04 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.5%
-$10,368.67 
LHX L3Harris Technologies, Inc.
-0.49%
-$1,469.1 
CGDG Capital Group Dividend Growers ETF
-0.49%
-$601,734.07 
GOOG Alphabet Inc
-0.48%
-$53,625.7 
MTB M&T Bank Corporation
-0.48%
-$2,236.6 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.47%
-$2,439.74 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.47%
-$900.45 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.47%
-$1,654.44 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.47%
-$1,168.7 
XAR State Street SPDR S&P Aerospace & Defense ETF
-0.46%
-$808 
OEF iShares S&P 100 ETF
-0.46%
-$4,110.21 
CGXU Capital Group International Focus Equity ETF
-0.46%
-$352,463.68 
SCHD Schwab U.S. Dividend Equity ETF
-0.45%
-$1,296.48 
CGDV Capital Group Dividend Value ETF
-0.45%
-$1.53M 
IWO iShares Russell 2000 Growth ETF
-0.45%
-$123,018.48 
META Meta Platforms Inc Class A
-0.44%
-$18,333.92 
VB Vanguard Small-Cap ETF
-0.42%
-$5,429 
ESGV Vanguard ESG U.S. Stock ETF
-0.41%
-$2,976.4 
VOO Vanguard S&P 500 ETF
-0.41%
-$14,646.01 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.41%
-$4,438.03 
NPO Enpro Inc.
-0.4%
-$713.88 
VYMI Vanguard International High Dividend Yield ETF
-0.4%
-$627,507.87 
GOOY YieldMax GOOGL Option Income Strategy ETF
-0.4%
-$1,350 
IVV iShares Core S&P 500 ETF
-0.4%
-$38,247.07 
DFUV Dimensional US Marketwide Value ETF
-0.4%
-$87,292.57 
DFAT Dimensional U.S. Targeted Value ETF
-0.4%
-$152,504.55 
PSA Public Storage
-0.4%
-$8,206.94 
XVV iShares ESG Select Screened S&P 500 ETF
-0.39%
-$2,042.4 
SPY State Street SPDR S&P 500 ETF Trust
-0.39%
-$14,836.96 
LIN Linde plc
-0.38%
-$10,231.63 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.37%
-$1,110.27 
NFG National Fuel Gas Company
-0.36%
-$1,649.05 
VV Vanguard Morningstar Large-Cap ETF
-0.36%
-$1,414.79 
CGGO Capital Group Global Growth Equity ETF
-0.36%
-$31,476.87 
NULV Nuveen ESG Large-Cap Value ETF
-0.36%
-$2,013.57 
CGIC Capital Group International Core Equity ETF
-0.36%
-$26,406.37 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.36%
-$6,454.7 
ADX Adams Diversified Equity Fund, Inc.
-0.35%
-$749.97 
SCHA Schwab U.S. Small-Cap ETF
-0.35%
-$792.47 
CMCSA Comcast Corp. Class A Common Stock
-0.35%
-$1,415.84 
DGX Quest Diagnostics Incorporated
-0.35%
-$1,012.35 
IWB iShares Russell 1000 ETF
-0.35%
-$1,773.35 
APD Air Products and Chemicals Inc.
-0.35%
-$5,889.28 
IWM iShares Russell 2000 ETF
-0.35%
-$7,573.52 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.35%
-$258,800.25 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$2,173.94 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.34%
-$1,343.65 
JVAL JPMorgan U.S. Value Factor ETF
-0.34%
-$10,636.4 
CET Central Securities Corporation
-0.34%
-$1,335.51 
BALI iShares U.S. Large Cap Premium Income Active ETF
-0.33%
-$5,368.09 
SCHX Schwab U.S. Large-Cap ETF
-0.33%
-$1,550.62 
IJR iShares Core S&P Small-Cap ETF
-0.33%
-$5,924.21 
MCHP Microchip Technology Inc.
-0.33%
-$2,658.01 
DIS The Walt Disney Company
-0.33%
-$4,590.22 
IWR iShares Russell Mid-Cap ETF
-0.33%
-$935.28 
FLEX Flex Ltd.
-0.33%
-$323 
VTI Vanguard Total Stock Market ETF
-0.33%
-$44,684.57 
NXPI NXP Semiconductors N.V.
-0.32%
-$3,404 
WM Waste Management Inc.
-0.32%
-$8,283.53 
NEE NextEra Energy Inc.
-0.32%
-$14,726.14 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.32%
-$3,853.9 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.31%
-$972.87 
VEA Vanguard FTSE Developed Markets ETF
-0.31%
-$7,036.52 
DWLD Davis Select Worldwide ETF
-0.31%
-$854.36 
IJS iShares S&P Small-Cap 600 Value ETF
-0.3%
-$1,100.97 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.29%
-$787.49 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.29%
-$860.87 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.28%
-$17,089.05 
TLH iShares 10-20 Year Treasury Bond ETF
-0.28%
-$1,182.16 
VXUS Vanguard Total International Stock ETF
-0.26%
-$7,750.32 
CGCP Capital Group Core Plus Income ETF
-0.26%
-$125,244.68 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.25%
-$512.26 
VUZI Vuzix Corporation
-0.24%
-$54.71 
FNDF Schwab Fundamental International Equity ETF
-0.24%
-$657.8 
VUG Vanguard Morningstar Growth ETF
-0.24%
-$5,986.89 
VBK Vanguard Small-Cap Growth ETF
-0.23%
-$1,130.12 
GD General Dynamics Corp.
-0.22%
-$5,250.7 
OMC Omnicom Group Inc.
-0.22%
-$822.42 
CGCB Capital Group Core Bond ETF
-0.22%
-$745.75 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
-0.21%
-$197,754.04 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.21%
-$6,532.59 
BNY Bank of New York Mellon Corp.
-0.21%
-$4,838.2 
IVW iShares S&P 500 Growth ETF
-0.2%
-$3,908.52 
TT Trane Technologies plc
-0.2%
-$3,856.46 
BUFR FT Vest Laddered Buffer ETF
-0.2%
-$429 
JQUA JPMorgan U.S. Quality Factor ETF
-0.2%
-$5,199.15 
IXUS iShares Core MSCI Total International Stock ETF
-0.19%
-$1,554.12 
VOOG Vanguard S&P 500 Growth ETF
-0.19%
-$560 
DFIV Dimensional International Value ETF
-0.19%
-$217,587.3 
CGGR Capital Group Growth ETF
-0.18%
-$113,926.95 
TEL TE Connectivity plc
-0.18%
-$845.88 
GILD Gilead Sciences Inc.
-0.18%
-$3,125.36 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$697.36 
NVDA NVIDIA Corporation
-0.15%
-$66,508.64 
AGX Argan Inc.
-0.13%
-$220 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.13%
-$483.7 
BCAT BlackRock Capital Allocation Term Trust
-0.11%
-$200.56 
FNB F.N.B. Corporation
-0.11%
-$417.34 
JCPB JPMorgan Core Plus Bond ETF
-0.1%
-$106,525.3 
GRMN Garmin Ltd.
-0.1%
-$2,178.04 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.09%
-$665.38 
IWY iShares Russell Top 200 Growth ETF
-0.09%
-$883.68 
IWF iShares Russell 1000 Growth ETF
-0.07%
-$136,364.82 
VPLS Vanguard Core-Plus Bond ETF
-0.07%
-$1,169.52 
VWO Vanguard FTSE Emerging Markets ETF
-0.07%
-$293.68 
MGK Vanguard Mega Cap Growth ETF
-0.07%
-$160.97 
VRT Vertiv Holdings Co Class A Common Stock
-0.07%
-$296.4 
CWB SPDR Bloomberg Convertible Securities ETF
-0.06%
-$2,232.42 
VXF Vanguard Extended Market ETF
-0.06%
-$1,359.54 
VLUE iShares MSCI USA Value Factor ETF
-0.06%
-$275.88 
SHLD Global X Defense Tech ETF
-0.05%
-$165.48 
PSX Phillips 66
-0.05%
-$1,091.22 
JPIE JPMorgan Income ETF
-0.04%
-$14,816.04 
ACIO Aptus Collared Investment Opportunity ETF
-0.04%
-$111.6 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$422.27 
CTAS Cintas Corporation
-0.01%
-$237.48 
ETN Eaton Corporation plc
0%
-$297.84 Events
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Dividends
Dividend Analysis
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| Trades 6312 | Longs Won 3776/6312 59% | Profit Factor 8.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $871,759.4 |
| Average Win $212,626 | Best Trade (Oct 20) $28.15M | Sharpe Ratio -11.67 |
| Average Loss -$37,233.43 | Worst Trade (Sep 30) -$6.42M | Z-Score 19.15 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 4w | Expectancy $112,238.88 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2817 28176E306 | 3,981 | $360.12 | $360.12 | - | - | - | 0.0 |
| AAPL Apple Inc. | 253,919 | $52.47M | $87.97M | - | $35.5M | 67.66% | -0.51% |
| ABBV AbbVie Inc. | 38,846 | $7.86M | $11.1M | - | $3.24M | 41.16% | +0.193% |
| ABNB Airbnb Inc. Class A Common Stock | 1,854 | $265,307.42 | $322,206.66 | - | $56,899.24 | 21.45% | -1.121% |
| ABT Abbott Laboratories | 44,422 | $5M | $4.59M | - | -$416,571.61 | -8.32% | +0.746% |
| ACIO Aptus Collared Investment Opportunity ETF | 5,580 | $243,846 | $260,418.6 | - | $16,572.6 | 6.8% | -0.043% |
| ACN Accenture plc | 7,665 | $1.99M | $1.9M | - | -$93,700.93 | -4.71% | -4.425% |
| ADI Analog Devices, Inc. | 14,864 | $4.65M | $5.8M | - | $1.15M | 24.81% | +1.177% |
| ADP Automatic Data Processing Inc. | 11,868 | $2.89M | $3.62M | - | $725,449.44 | 25.08% | -0.99% |
| ADX Adams Diversified Equity Fund, Inc. | 8,333 | $212,908.15 | $211,574.87 | - | -$1,333.28 | -0.63% | -0.353% |
| AEP American Electric Power Company, Inc. | 10,950 | $1.21M | $1.41M | - | $199,815.83 | 16.5% | -1.401% |
| AFG American Financial Group Inc | 11,880 | $1.51M | $1.8M | - | $286,617.64 | 18.95% | -1.336% |
| AFL Aflac Incorporated | 12,058 | $1.06M | $1.46M | - | $397,628.28 | 37.57% | -2.052% |
| AGX Argan Inc. | 500 | $395,780 | $164,930 | - | -$230,850 | -58.33% | -0.133% |
| AJG Arthur J. Gallagher & Co. | 890 | $204,317.31 | $238,755.85 | - | $34,438.54 | 16.86% | -1.002% |
| ALL The Allstate Corporation | 9,848 | $1.43M | $2.51M | - | $1.08M | 75.4% | -1.795% |
| ALV Autoliv Inc. | 3,732 | $385,695.06 | $431,456.52 | - | $45,761.46 | 11.86% | -2.751% |
| AMAT Applied Materials Inc. | 8,328 | $2.41M | $3.16M | - | $751,797.37 | 31.22% | +1.022% |
| AMD Advanced Micro Devices Inc. | 7,143 | $2.88M | $3.7M | - | $814,724.22 | 28.24% | +1.964% |
| AMGN Amgen Inc. Common Stock | 17,600 | $6.02M | $7.75M | - | $1.73M | 28.71% | -1.5% |
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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 Kathleen Thornhill?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Equity Premium Income ETF - $23.32M, Vanguard International High Dividend Yield ETF - $11.55M, ExxonMobil Holdings Corporation - $9.34M, Capital Group Dividend Value ETF - $7.57M, and Vanguard Dividend Appreciation ETF - $6.84M. 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: Alphabet Inc - $6.81M, Alphabet Inc - $3.43M, Intel Corporation - $1.12M, PayPal Holdings, Inc - $854,893.96, and The Walt Disney Company - $722,702.69. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kathleen Thornhill's portfolio generate?
The portfolio generates substantial dividend income, with a total of $135.03M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income ETF - $23.32M, Vanguard International High Dividend Yield ETF - $11.55M, Capital Group Dividend Value ETF - $7.57M, Vanguard Dividend Appreciation ETF - $6.85M, and Dimensional International Value ETF - $6.04M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kathleen Thornhill's monthly returns?
Kathleen Thornhill'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 Kathleen Thornhill's strategy be considered aggressive or moderate?
Kathleen Thornhill's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Kathleen Thornhill's strategy?
Kathleen Thornhill's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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