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:
212.68%
Gain -0.45%
Monthly
2.13%
Yearly
28.78%
Drawdown
33.64%
$3.48B
Equity
Holdings
$3.48B
Investment
$2.74B
$742.29M
Profit -$5.11M
Realized
$2.41M
Unrealized
$739.87M
Dividends
$127.85M
Goals
Avg. 65% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.45%
Profit
-$5.11M
Win %
76%
This Week
Compared To Last Week
Gain
-1.06%
Profit
-$37.28M
Win %
76%
This Month
Compared to last month
Gain
-0.64%
Profit
-$22.3M
Win %
76%
This Year
Compared to last year
Gain
1.48%
Profit
$50.49M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$1.71M 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$213,877.91 
ETN Eaton Corporation plc
+7.32%
+$562,491.39 
GOOG Alphabet Inc
+6.88%
+$794,693.09 
GOOGL Alphabet Inc
+6.73%
+$1.32M 
GPMT Granite Point Mortgage Trust Inc.
+6.67%
+$1,855.08 
VRT Vertiv Holdings Co
+6.18%
+$32,079.62 
COHR Coherent Corp.
+5.55%
+$100,986.75 
ANET Arista Networks, Inc.
+5.46%
+$30,733.04 
GOOY YieldMax GOOGL Option Income Strategy ETF
+5.29%
+$19,200 
FTNT Fortinet Inc.
+4.99%
+$22,907.5 
SNPS Synopsys, Inc.
+4.41%
+$8,757.2 
CACI Caci International Inc.
+4.27%
+$10,240.79 
CGNX Cognex Corporation
+4.18%
+$84,722.94 
YUMC Yum China Holdings Inc.
+3.68%
+$11,388.6 
TT Trane Technologies plc
+3.33%
+$62,860.99 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$7,991.99 
META Meta Platforms Inc Class A
+3.28%
+$113,735.38 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$7,940.61 
LSTR Landstar System Inc.
+3.21%
+$50,205.78 
CRS Carpenter Technology Corporation
+3.17%
+$8,373.74 
ATI ATI Inc.
+3.05%
+$25,328.93 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$67,431.84 
MSFT Microsoft Corp.
+3.02%
+$1.15M 
NVDA NVIDIA Corporation
+2.93%
+$1.23M 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$6,532.55 
HIMS Hims & Hers Health, Inc.
+2.7%
+$7,794.2 
MMLP Martin Midstream Partners L.P.
+2.52%
+$2,178.3 
CVX Chevron Corporation
+2.35%
+$364,614.84 
MRVL Marvell Technology, Inc.
+2.32%
+$6,002.34 
ORLY O'Reilly Automotive Inc.
+2.28%
+$4,692.42 
BP BP p.l.c. Sponsored ADR
+2.26%
+$18,448 
FAST Fastenal Co.
+2.25%
+$60,218.55 
GLW Corning Incorporated
+2.24%
+$11,826.09 
WDC Western Digital Corporation
+2.21%
+$8,708.44 
EOG EOG Resources, Inc.
+2.19%
+$52,683.23 
DVN Devon Energy Corporation
+2.17%
+$11,076.48 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$4,356.76 
CDNS Cadence Design Systems, Inc.
+2.16%
+$4,010.39 
CSCO Cisco Systems, Inc.
+2.14%
+$268,573.32 
LNG Cheniere Energy Inc.
+2.13%
+$5,443.89 
PSA Public Storage Common Stock
+2.12%
+$45,205.44 
TPL Texas Pacific Land Corporation
+2.11%
+$42,716.19 
KEYS Keysight Technologies, Inc.
+2.04%
+$4,441.04 
OXY Occidental Petroleum Corporation
+2%
+$6,708.8 
CET Central Securities Corporation
+1.99%
+$7,310.16 
OKE ONEOK, Inc.
+1.95%
+$7,701.24 
JCI Johnson Controls International plc
+1.93%
+$15,782.06 
HAL Halliburton Company
+1.93%
+$3,617.3 
ROK Rockwell Automation, Inc.
+1.93%
+$34,656.38 
LHX L3Harris Technologies, Inc.
+1.9%
+$6,088.81 
PANW Palo Alto Networks, Inc.
+1.89%
+$14,741.55 
FIX Comfort Systems USA, Inc.
+1.88%
+$12,962.94 
TSCO Tractor Supply Company
+1.85%
+$8,658.72 
CRM Salesforce Inc
+1.83%
+$14,355.44 
ORCL Oracle Corporation
+1.81%
+$82,610.22 
HWM Howmet Aerospace Inc.
+1.8%
+$11,205.02 
ZTS Zoetis Inc.
+1.66%
+$16,638.31 
FLEX Flex Ltd.
+1.64%
+$2,377.28 
KMI Kinder Morgan, Inc.
+1.64%
+$17,976.4 
SHEL Shell plc
+1.62%
+$12,941.88 
ACN Accenture plc Class A
+1.61%
+$20,159.03 
FANG Diamondback Energy Inc
+1.59%
+$6,655.74 
VZ Verizon Communications Inc.
+1.52%
+$41,156.5 
LMT Lockheed Martin Corporation
+1.5%
+$39,767.04 
RRC Range Resources Corporation
+1.49%
+$6,704.76 
SUSL iShares ESG MSCI USA Leaders ETF
+1.47%
+$3,383.11 
MPLX MPLX LP
+1.46%
+$4,815.72 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$42,782.06 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$26,801.28 
PH Parker-Hannifin Corporation
+1.43%
+$25,281.69 
PWR Quanta Services Inc.
+1.43%
+$3,939.6 
GE General Electric Company
+1.42%
+$79,152.05 
MKSI MKS Instruments Inc.
+1.42%
+$3,946.67 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$3,955 
KLAC KLA Corporation
+1.38%
+$59,192.52 
CAH Cardinal Health Inc.
+1.3%
+$27,400.65 
CGUS Capital Group Core Equity ETF
+1.29%
+$39,803.67 
ADX Adams Diversified Equity Fund, Inc.
+1.27%
+$2,666.56 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+1.27%
+$2,493.54 
CGVV Capital Group U.S. Large Value ETF
+1.26%
+$3,243.24 
CMCSA Comcast Corp
+1.23%
+$5,132.42 
COP ConocoPhillips
+1.22%
+$54,512.79 
WFC Wells Fargo & Company
+1.19%
+$9,298.32 
HONA Honeywell Aerospace Inc.
+1.18%
+$12,438.8 
AMAT Applied Materials, Inc.
+1.18%
+$49,135.37 
ITW Illinois Tool Works Inc.
+1.15%
+$12,915.5 
MSI Motorola Solutions, Inc.
+1.14%
+$30,462.41 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$4,084.62 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$2,548.85 
VUG Vanguard Growth ETF
+1.1%
+$26,513.37 
VEEV Veeva Systems Inc.
+1.1%
+$2,624.04 
TKR Timken Co.
+1.06%
+$2,016 
NOW ServiceNow, Inc.
+1.05%
+$4,881.28 
XLE Energy Select Sector SPDR Fund
+1%
+$4,830.33 
TEX Terex Corporation
+1%
+$9,875.98 
URI United Rentals, Inc.
+0.99%
+$6,686.28 
ADP Automatic Data Processing Inc.
+0.98%
+$30,738 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$4,111.52 
OEF iShares S&P 100 ETF
+0.95%
+$8,103.29 
UNP Union Pacific Corporation
+0.92%
+$40,290.45 
BCAT BlackRock Capital Allocation Trust
+0.9%
+$1,871.94 
WMB The Williams Companies, Inc.
+0.89%
+$5,126.94 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$2,479.32 
SCHW Charles Schwab Corporation
+0.87%
+$3,316.95 
JAVA JPMorgan Active Value ETF
+0.87%
+$172,415.6 
NDSN Nordson Corporation
+0.86%
+$2,537.24 
IBM International Business Machines Corporation
+0.86%
+$37,756.48 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$8,579.1 
GEV GE Vernova Inc.
+0.85%
+$33,796.77 
FHI Federated Hermes Inc.
+0.82%
+$4,488.89 
MCD McDonald's Corporation
+0.82%
+$32,995.75 
STXF Strive 500 ETF
+0.8%
+$1,905.7 
EMR Emerson Electric Co.
+0.79%
+$14,161.3 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$58,340.03 
XVV iShares ESG Screened S&P 500
+0.78%
+$3,907.18 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$1,624 
SHLD Global X Defense Tech ETF
+0.77%
+$2,647.68 
TSLA Tesla, Inc.
+0.76%
+$20,243.91 
MPC Marathon Petroleum Corporation
+0.76%
+$70,873.45 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1.35M 
IWX iShares Russell Top 200 Value ETF
+0.74%
+$4,451.76 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$8,480.03 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$26,721.51 
VOO Vanguard S&P 500 ETF
+0.71%
+$24,888.26 
NRGV Energy Vault Holdings Inc.
+0.71%
+$267.74 
CAT Caterpillar Inc.
+0.7%
+$53,428.32 
BMY Bristol-Myers Squibb Company
+0.69%
+$7,315.2 
IVV iShares Core S&P 500 ETF
+0.69%
+$63,580.16 
CARR Carrier Global Corporation
+0.68%
+$2,438.1 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,565.35 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$4,730.37 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$7,173.81 
DOW Dow Inc.
+0.67%
+$4,330.4 
PLTR Palantir Technologies Inc.
+0.65%
+$3,131.19 
CGGR Capital Group Growth ETF
+0.65%
+$388,691.93 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$24,024.84 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,946.14 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$1,990.99 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$3,289.5 
IWB iShares Russell 1000 ETF
+0.64%
+$3,155.35 
ACIO Aptus Collared Investment Opportunity ETF
+0.64%
+$1,618.2 
CGDV Capital Group Dividend Value ETF
+0.63%
+$2.16M 
SYY Sysco Corporation
+0.63%
+$3,542.52 
PTNQ Pacer Trendpilot 100 ETF
+0.62%
+$4,896.07 
JGRO JPMorgan Active Growth ETF
+0.61%
+$4,781.28 
DWLD Davis Select Worldwide ETF
+0.61%
+$1,826.35 
ET Energy Transfer L.P.
+0.59%
+$30,473.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,661.48 
RJF Raymond James Financial Inc.
+0.58%
+$2,492.68 
MO Altria Group, Inc.
+0.57%
+$22,237.02 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$12,374.01 
BALI iShares Adaptive Large Cap ETF
+0.56%
+$8,869.01 
APH Amphenol Corporation
+0.55%
+$4,807.39 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$71,056.38 
EXC Exelon Corporation
+0.53%
+$2,726.4 
STX Seagate Technology Holdings plc
+0.52%
+$2,883.61 
GM General Motors Company
+0.52%
+$1,744.32 
PSX Phillips 66
+0.51%
+$9,065.35 
Q Qnity Electronics Inc.
+0.51%
+$4,997.44 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$33,223.27 
NSC Norfolk Southern Corporation
+0.46%
+$8,213.56 
IYW iShares U.S. Technology ETF
+0.46%
+$2,053.05 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$96,233.09 
IWD iShares Russell 1000 Value ETF
+0.44%
+$37,619.01 
PAYX Paychex Inc.
+0.44%
+$4,310.52 
EBAY eBay Inc.
+0.43%
+$3,672.07 
CSX CSX Corporation
+0.42%
+$6,436.92 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$858 
CASY Casey's General Stores Inc.
+0.4%
+$9,793 
PFE Pfizer Inc.
+0.4%
+$9,642.6 
RTX RTX Corporation
+0.39%
+$17,678.64 
VLO Valero Energy Corporation
+0.38%
+$11,381.16 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$811.2 
AVGO Broadcom Inc.
+0.37%
+$74,684.16 
PG Procter & Gamble Co
+0.37%
+$33,832.02 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$34,943.82 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$7,373.28 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$3,921.62 
BAC Bank of America Corporation
+0.36%
+$5,643 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$13,394.52 
SNA Snap-on Inc.
+0.33%
+$9,435.76 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$535,710.7 
NULV Nuveen ESG Large-Cap Value ETF
+0.33%
+$1,755.42 
RF Regions Financial Corporation
+0.32%
+$6,439 
GD General Dynamics Corporation
+0.32%
+$8,319.18 
MRK Merck & Co., Inc.
+0.32%
+$20,309.44 
NPO EnPro Industries Inc.
+0.31%
+$641.17 
SMH VanEck Semiconductor ETF
+0.3%
+$1,867.99 
DOV Dover Corporation
+0.27%
+$574.56 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$795.41 
JPM JPMorgan Chase & Co.
+0.27%
+$58,870.32 
NRG NRG Energy, Inc.
+0.24%
+$1,829.7 
VSLU Applied Finance Valuation Large Cap ETF
+0.23%
+$1,859.44 
SLF Sun Life Financial Inc.
+0.22%
+$909.18 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$46,556.04 
CME CME Group Inc.
+0.21%
+$1,662.15 
SO The Southern Company
+0.21%
+$4,762.8 
JNJ Johnson & Johnson
+0.21%
+$26,154.97 
ADI Analog Devices, Inc.
+0.2%
+$10,999.21 
CMI Cummins Inc.
+0.19%
+$4,274.99 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$1,130.7 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$646.42 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$486.18 
USB U.S. Bancorp
+0.17%
+$1,199.64 
T AT&T Inc.
+0.17%
+$3,152.84 
MS Morgan Stanley
+0.17%
+$1,644.49 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$4,031.72 
USAC Usa Compression Partners L.P.
+0.15%
+$813.96 
CB Chubb Limited
+0.15%
+$11,522.73 
UMBF UMB Financial Corporation
+0.15%
+$534.18 
DELL Dell Technologies Inc.
+0.14%
+$1,358 
DTE DTE Energy Company
+0.12%
+$401.54 
MMM 3M Company
+0.12%
+$1,033.17 
BDX Becton, Dickinson and Company
+0.1%
+$851.7 
ISRG Intuitive Surgical, Inc.
+0.1%
+$443.51 
C Citigroup Inc.
+0.1%
+$889 
NUE Nucor Corporation
+0.1%
+$2,947.26 
WM Waste Management, Inc.
+0.1%
+$2,382.16 
AFL Aflac Inc.
+0.09%
+$1,446.96 
WMT Walmart Inc.
+0.09%
+$11,471.63 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$338.79 
ABT Abbott Laboratories
+0.09%
+$3,997.98 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$2,079.66 
JVAL JPMorgan U.S. Value Factor ETF
+0.06%
+$1,861.37 
AEP American Electric Power Company, Inc.
+0.06%
+$766.5 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$4,663.24 
DIS The Walt Disney Company
+0.03%
+$372.18 
CGNG Capital Group New Geography Equity ETF
+0.03%
+$6,637.85 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$281.82 
AFG American Financial Group Inc.
+0.01%
+$237.6 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$242.67 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VTGN VistaGen Therapeutics Inc.
0%
$0 
VUZI Vuzix Corporation
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 MFSB
MFSB
0%
$0 VUSV
VUSV
0%
$0 2817
28176E306
0%
$0 
CTVA Corteva Inc.
-11.9%
-$65,502.06 
AAPL Apple Inc.
-7.35%
-$6.23M 
KRYS Krystal Biotech Inc.
-7.01%
-$97,568.2 
NXPI NXP Semiconductors N.V.
-6.53%
-$71,664 
SYK Stryker Corporation
-6.42%
-$122,467.87 
TROW T. Rowe Price Group, Inc.
-6.31%
-$152,715.93 
CLS Celestica Inc.
-6%
-$12,182.4 
LIN Linde plc
-5.95%
-$161,255.59 
MU Micron Technology, Inc.
-5.9%
-$222,370.16 
SHOP Shopify Inc.
-4.29%
-$40,666.5 
CHRS Coherus Biosciences Inc.
-4.08%
-$1,188.18 
WPM Wheaton Precious Metals Corp.
-3.84%
-$18,544.05 
GDX VanEck Gold Miners ETF
-3.49%
-$25,272.42 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$4,569.19 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$9,539.4 
CI The Cigna Group
-2.99%
-$15,351.65 
MLM Martin Marietta Materials, Inc.
-2.75%
-$19,392.29 
AJG Arthur J. Gallagher & Co.
-2.75%
-$6,265.59 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$6,147.85 
QCOM QUALCOMM Incorporated
-2.63%
-$70,850.61 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$26,057.11 
ABBV AbbVie Inc.
-2.51%
-$251,333.62 
ICE Intercontinental Exchange, Inc.
-2.42%
-$24,979.89 
YUM Yum! Brands, Inc.
-2.37%
-$22,915.2 
DFTX Definium Therapeutics, Inc.
-2.18%
-$4,652.12 
BA Boeing Company
-2.15%
-$26,175.19 
NEM Newmont Corporation
-2.14%
-$10,940.85 
DKS Dick's Sporting Goods, Inc.
-2%
-$43,328 
WSM Williams-Sonoma, Inc.
-2%
-$9,264.1 
NFLX Netflix, Inc.
-2%
-$45,052.68 
AWK American Water Works Company, Inc.
-1.93%
-$21,265.2 
AMD Advanced Micro Devices, Inc.
-1.9%
-$66,001.46 
JLL Jones Lang LaSalle Inc.
-1.85%
-$18,972.84 
GIS General Mills, Inc.
-1.84%
-$7,910.02 
APD Air Products and Chemicals, Inc.
-1.77%
-$29,226.24 
UNH UnitedHealth Group Incorporated
-1.68%
-$55,966.2 
LEN Lennar Corporation
-1.67%
-$19,629.4 
DRI Darden Restaurants, Inc.
-1.64%
-$10,536.12 
AGX Argan Inc.
-1.63%
-$4,720.01 
LRCX Lam Research Corporation
-1.58%
-$17,526.34 
GLD SPDR Gold Shares
-1.49%
-$102,390.6 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$16,355.36 
IAU iShares Gold Trust
-1.46%
-$37,833.53 
NVS Novartis AG Sponsored ADR
-1.45%
-$4,408.27 
NKE Nike, Inc. - Class B
-1.37%
-$15,477.3 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$7,091.02 
PPG PPG Industries Inc.
-1.35%
-$15,554.5 
DD DuPont de Nemours, Inc.
-1.32%
-$9,810.88 
FCX Freeport-McMoRan Inc.
-1.28%
-$5,616.54 
GRMN Garmin Ltd.
-1.27%
-$29,326.75 
CLX The Clorox Company
-1.24%
-$9,656.4 
NYT New York Times Co.
-1.24%
-$24,310.28 
HSY The Hershey Company
-1.23%
-$12,776.96 
MDLZ Mondelez International, Inc.
-1.22%
-$15,503.22 
F Ford Motor Company
-1.21%
-$2,697.3 
TJX The TJX Companies, Inc.
-1.21%
-$23,331.72 
VPV Invesco Pennsylvania Value Municipal Income Trust
-1.19%
-$7,986.94 
SHW The Sherwin-Williams Company
-1.16%
-$6,850.81 
SRE Sempra
-1.15%
-$10,462.74 
NEE NextEra Energy, Inc.
-1.15%
-$57,205.39 
WRB W.R. Berkley Corporation
-1.15%
-$3,515.4 
OMC Omnicom Group Inc.
-1.14%
-$4,157.79 
DE Deere & Company
-1.13%
-$75,507.09 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$5,492.52 
VTRS Viatris Inc.
-1.13%
-$3,192.2 
DEO Diageo plc Sponsored ADR
-1.12%
-$4,186 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$9,308.13 
TXN Texas Instruments Inc
-1.08%
-$22,429.69 
LOW Lowe's Companies Inc.
-1.08%
-$23,206.23 
PLD Prologis Inc.
-1.08%
-$2,565.92 
MCK McKesson Corporation
-1.08%
-$29,311.43 
CTAS Cintas Corporation
-1.04%
-$25,656.36 
INTC Intel Corporation
-1.02%
-$27,733.53 
KO The Coca-Cola Company
-1.02%
-$39,712.5 
SWK Stanley Black & Decker Inc.
-1.01%
-$8,519.51 
PAA Plains All American Pipeline, L.P.
-1.01%
-$2,423.5 
UPS United Parcel Service, Inc.
-1%
-$8,281.35 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$7,296.4 
PPL PPL Corporation
-0.98%
-$7,136.5 
XOM Exxon Mobil Corporation
-0.97%
-$449,940.87 
RACE Ferrari N.V.
-0.97%
-$4,041.43 
MET MetLife Inc.
-0.97%
-$11,809.22 
MCHP Microchip Technology Incorporated
-0.96%
-$7,811.3 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$7,553.2 
IGRO iShares International Dividend Growth ETF
-0.91%
-$119,248.08 
FNF Fidelity National Financial, Inc.
-0.9%
-$19,545.46 
MAS Masco Corporation
-0.87%
-$1,755.18 
PGR Progressive Corporation
-0.87%
-$5,129.88 
O Realty Income Corporation
-0.87%
-$15,888.88 
ATO Atmos Energy Corporation
-0.85%
-$5,193.28 
VOYA Voya Financial Inc.
-0.84%
-$15,886.92 
FE FirstEnergy Corp.
-0.82%
-$4,322 
GILD Gilead Sciences Inc.
-0.81%
-$11,943.23 
D Dominion Energy, Inc.
-0.8%
-$10,552.08 
ALV Autoliv, Inc.
-0.8%
-$3,694.68 
GGG Graco Inc.
-0.76%
-$2,281.4 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$6,475.59 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$221,590.98 
CVS CVS Health Corporation
-0.75%
-$12,409.32 
SPGI S&P Global Inc.
-0.74%
-$8,138.6 
ED Consolidated Edison, Inc.
-0.74%
-$2,517.48 
MA Mastercard Incorporated
-0.74%
-$28,407.03 
GSK GSK plc Sponsored ADR
-0.73%
-$1,475.16 
BLK BlackRock, Inc.
-0.73%
-$9,623.87 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$13,278.2 
MAR Marriott International Inc. - Class A
-0.71%
-$6,569.4 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$43,292.26 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.69%
-$1,500.19 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$341,574.12 
DUK Duke Energy Corporation
-0.67%
-$14,786.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$15,382.03 
CGCB Capital Group Core Bond ETF
-0.66%
-$2,305.03 
LEO BNY Mellon Strategic Municipals, Inc.
-0.65%
-$500 
AMGN Amgen Inc.
-0.64%
-$43,648.18 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$46,660.32 
GS The Goldman Sachs Group, Inc.
-0.63%
-$5,041.43 
EFA iShares MSCI EAFE ETF
-0.62%
-$503,235.48 
PM Philip Morris International Inc.
-0.61%
-$33,476.32 
ECL Ecolab Inc.
-0.61%
-$1,733.94 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$2,456.96 
DHR Danaher Corporation
-0.61%
-$2,525.18 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$1,619.21 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$3,828.22 
WEC WEC Energy Group Inc.
-0.57%
-$5,007.26 
SBUX Starbucks Corporation
-0.57%
-$4,383 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$2,453.53 
PRU Prudential Financial, Inc.
-0.56%
-$7,491.31 
DGX Quest Diagnostics Inc.
-0.55%
-$1,536.4 
CGHM Capital Group Municipal High-Income ETF
-0.55%
-$97,416.9 
WAB Wabtec Corporation
-0.55%
-$2,787.2 
COF Capital One Financial Corporation
-0.54%
-$5,052.25 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$437,541.12 
LLY Eli Lilly and Company
-0.53%
-$81,596.43 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$2,901.98 
CGIC Capital Group International Core Equity ETF
-0.53%
-$40,137.69 
FTCS First Trust Capital Strength ETF
-0.51%
-$8,019.75 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$811,162.59 
WELL Welltower Inc.
-0.51%
-$1,130.5 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$1,917.1 
STLD Steel Dynamics Inc.
-0.49%
-$2,840.86 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,426.31 
ALL Allstate Corporation
-0.49%
-$12,802.53 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$1,376 
IWM iShares Russell 2000 ETF
-0.47%
-$10,965.63 
FNB F.N.B. Corporation
-0.47%
-$1,878.03 
DFIV Dimensional International Value ETF
-0.47%
-$559,510.2 
CF CF Industries Holdings, Inc.
-0.46%
-$9,690.06 
PEP PepsiCo, Inc.
-0.46%
-$25,340.16 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.45%
-$2,394.4 
DVY iShares Select Dividend ETF
-0.45%
-$1,278.68 
CGMU Capital Group Municipal Income ETF
-0.44%
-$140,259.72 
TRV The Travelers Companies, Inc.
-0.43%
-$2,311.34 
TEL TE Connectivity plc
-0.43%
-$1,981.14 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$12,624.32 
HD The Home Depot, Inc.
-0.42%
-$27,426.48 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$895.83 
ETR Entergy Corporation
-0.38%
-$3,006.11 
VGT Vanguard Information Technology ETF
-0.38%
-$6,189.85 
AXP American Express Company
-0.38%
-$10,385.98 
FDX FedEx Corporation
-0.37%
-$3,383.3 
MDT Medtronic plc
-0.37%
-$890.88 
ARCC Ares Capital Corporation
-0.37%
-$1,488.97 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$881,049.07 
RSG Republic Services, Inc.
-0.37%
-$2,338.44 
ABNB Airbnb, Inc.
-0.37%
-$1,038.24 
TMUS T-Mobile US, Inc.
-0.36%
-$3,916.65 
OSK Oshkosh Corporation
-0.36%
-$1,269.39 
ELAN Elanco Animal Health Incorporated
-0.34%
-$949.77 
CL Colgate-Palmolive Company
-0.33%
-$6,179.7 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.33%
-$675.36 
CEG Constellation Energy Corporation
-0.31%
-$3,483.81 
CGSM Capital Group Short Duration Municipal Income ETF
-0.3%
-$3,342.56 
VXF Vanguard Extended Market ETF
-0.3%
-$6,894.81 
VST Vistra Corp
-0.29%
-$1,579.39 
MTB M&T Bank Corporation
-0.29%
-$1,498.12 
COR Cencora, Inc.
-0.28%
-$820.59 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,440.56 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$805.38 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$280,458.95 
FCF First Commonwealth Financial Corporation
-0.28%
-$1,560.42 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,368.05 
VTV Vanguard Value ETF
-0.27%
-$5,647.38 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$3,400.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$924.54 
BX Blackstone Inc.
-0.25%
-$1,003.54 
MFC Manulife Financial Corporation
-0.25%
-$614.9 
COST Costco Wholesale Corporation
-0.24%
-$18,285.36 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$260,395.19 
HBAN Huntington Bancshares Incorporated
-0.23%
-$1,720.68 
CGDG Capital Group Dividend Growers ETF
-0.23%
-$292,733.91 
VB Vanguard Small-Cap ETF
-0.22%
-$2,936.91 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$165,632.16 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$603.18 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,186.84 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$690.43 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$6,488.64 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$1,101.7 
VLY Valley National Bancorp
-0.21%
-$1,663.92 
KR Kroger Co.
-0.21%
-$1,752.6 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,095.84 
NFG National Fuel Gas Company
-0.19%
-$894.4 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,150.62 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,944.43 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$179,776.4 
EPD Enterprise Products Partners L.P.
-0.18%
-$1,470.16 
VPLS Vanguard Core-Plus Bond ETF
-0.18%
-$2,870.64 
NTRS Northern Trust Corporation
-0.17%
-$1,641.87 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$173,028.22 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$8,980.77 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$2,516.87 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$61,001.82 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$727.68 
ELV Elevance Health, Inc.
-0.15%
-$854.54 
IXUS iShares Core International Stock ETF
-0.15%
-$1,208.76 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$327.99 
STBA S&T Bancorp, Inc.
-0.12%
-$1,956.42 
MUB iShares National Muni Bond ETF
-0.11%
-$13,592.16 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$2,858.16 
XLF Financial Select Sector SPDR Fund
-0.1%
-$253.2 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$373.2 
JPIE JPMorgan Income ETF
-0.09%
-$29,632.08 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$500.32 
CGCV Capital Group Conservative Equity ETF
-0.06%
-$8,321 
SEIC SEI Investments Company
-0.06%
-$968.3 
CGBL Capital Group Core Balanced ETF
-0.05%
-$11,243.68 
VO Vanguard Mid-Cap ETF
-0.05%
-$253.48 
JHG Janus Henderson Group plc
-0.04%
-$447.2 
V Visa Inc. Class A
-0.04%
-$4,681.41 
XEL Xcel Energy Inc.
-0.04%
-$105.06 
CGIE Capital Group International Equity ETF
-0.03%
-$1,360.91 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$515.03 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$88 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.02%
-$4,288.26 
TGT Target Corporation
-0.01%
-$150.93 Events
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Dividends
Dividend Analysis
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| Trades 6312 | Longs Won 3771/6312 59% | Profit Factor 9.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $880,279.07 |
| Average Win $219,014.61 | Best Trade (Aug 14) $31.25M | Sharpe Ratio -31.07 |
| Average Loss -$32,907.28 | Worst Trade (Sep 30) -$6.42M | Z-Score 17.57 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 2d | Expectancy $117,599.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 111,111 | 100,000 | 88,889 | 77,778 | 66,667 | 55,556 | 44,444 | 33,333 | 22,222 | 11,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2817 28176E306 | 3,981 | $360.12 | $360.12 | - | - | - | 0.0 |
| AAPL Apple Inc. | 253,919 | $52.47M | $78.44M | - | $25.97M | 49.49% | -7.354% |
| ABBV AbbVie Inc. | 38,846 | $7.86M | $9.75M | - | $1.88M | 23.97% | -2.513% |
| ABNB Airbnb, Inc. | 1,854 | $265,307.42 | $280,918.08 | - | $15,610.66 | 5.88% | -0.368% |
| ABT Abbott Laboratories | 44,422 | $5M | $4.7M | - | -$308,848.26 | -6.17% | +0.085% |
| ACIO Aptus Collared Investment Opportunity ETF | 5,580 | $243,846 | $256,289.4 | - | $12,443.4 | 5.1% | +0.635% |
| ACN Accenture plc Class A | 7,665 | $1.99M | $1.27M | - | -$717,401.98 | -36.07% | +1.611% |
| ADI Analog Devices, Inc. | 14,864 | $4.65M | $5.46M | - | $813,046.4 | 17.49% | +0.202% |
| ADP Automatic Data Processing Inc. | 11,868 | $2.89M | $3.16M | - | $269,362.08 | 9.31% | +0.982% |
| ADX Adams Diversified Equity Fund, Inc. | 8,333 | $212,908.15 | $212,658.16 | - | -$249.99 | -0.12% | +1.27% |
| AEP American Electric Power Company, Inc. | 10,950 | $1.21M | $1.4M | - | $189,303.83 | 15.64% | +0.055% |
| AFG American Financial Group Inc. | 11,880 | $1.51M | $1.68M | - | $171,500.44 | 11.34% | +0.014% |
| AFL Aflac Inc. | 12,058 | $1.06M | $1.54M | - | $478,899.2 | 45.25% | +0.094% |
| AGX Argan Inc. | 500 | $395,780 | $285,214.99 | - | -$110,565.01 | -27.94% | -1.628% |
| AJG Arthur J. Gallagher & Co. | 890 | $204,317.31 | $221,983.8 | - | $17,666.49 | 8.65% | -2.745% |
| ALL Allstate Corporation | 9,848 | $1.43M | $2.6M | - | $1.17M | 82.04% | -0.49% |
| ALV Autoliv, Inc. | 3,732 | $385,695.06 | $459,670.44 | - | $73,975.38 | 19.18% | -0.797% |
| AMAT Applied Materials, Inc. | 8,328 | $2.41M | $4.23M | - | $1.82M | 75.58% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 7,143 | $2.88M | $3.4M | - | $516,468.19 | 17.9% | -1.904% |
| AMGN Amgen Inc. | 17,600 | $6.02M | $6.78M | - | $754,564.7 | 12.53% | -0.64% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 Fund - $23.32M, Vanguard International High Dividend Yield Index Fund - $10.3M, Exxon Mobil Corporation - $9.34M, Capital Group Dividend Value ETF - $7.57M, and Vanguard Dividend Appreciation ETF - $5.92M. 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 - $6.83M, Alphabet Inc - $3.44M, 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 $127.85M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $23.32M, Vanguard International High Dividend Yield Index Fund - $10.3M, Capital Group Dividend Value ETF - $7.57M, Vanguard Dividend Appreciation ETF - $5.93M, and Dimensional International Value ETF - $5.46M. 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.
