KH
Kristine Harrell Portfolio
Invests via Uniting Wealth Partners LLC | Managed by Kristine Harrell
Invests via Uniting Wealth Partners LLC
Managed by Kristine Harrell
Automatically Tracked
Seasoned investment executive with expertise in corporate finance, portfolio oversight and operational leadership across asset management and private markets. Kristine Harrell is known for leading cross-functional teams on fund operations, investor relations and due diligence, and for shaping risk and compliance frameworks supporting institutional investors.
Seasoned investment executive with expertise in corporate finance, portfolio oversight and operational leadership across asset management and private markets. Kristine Harrell is known for leading cross-functional teams on fund operations, investor relations and due diligence, and for shaping risk and compliance frameworks supporting institutional investors.
Investment Philosophy & Strategy
Combines disciplined, process-driven portfolio management with a focus on capital preservation and operational scalability. Prefers diversified private market and credit-oriented allocations that benefit from active oversight, rigorous due diligence and robust compliance frameworks. Emphasizes mid-to-long-term time horizons, stress-tested scenario analysis and liquidity layering to balance return generation with downside protection. Leverages cross-functional operating experience to optimize governance, fees and manager selection, favoring strategies where operational improvements and transparent investor reporting create durable alpha. Decision-making is data-centric, collaborative and risk-calibrated.
Combines disciplined, process-driven portfolio management with a focus on capital preservation and operational scalability. Prefers diversified private market and credit-oriented allocations that benefit from active oversight, rigorous due diligence and robust compliance frameworks. Emphasizes mid-to-long-term time horizons, stress-tested scenario analysis and liquidity layering to balance return generation with downside protection. Leverages cross-functional operating experience to optimize governance, fees and manager selection, favoring strategies where operational improvements and transparent investor reporting create durable alpha. Decision-making is data-centric, collaborative and risk-calibrated.
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:
4.35%
Gain
Monthly
0.23%
Yearly
2.8%
Drawdown
27.36%
$494.1M
Equity
Holdings
$494.1M
Investment
$422.18M
$81.01M
Profit -$1.46M
Realized
$9.1M
Unrealized
$71.92M
Dividends
$6.62M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.46M
Win %
75%
This Week
Compared To Last Week
Gain
-0.16%
Profit
-$793,276.13
Win %
75%
This Month
Compared to last month
Gain
0.05%
Profit
$233,443.85
Win %
75%
This Year
Compared to last year
Gain
5.49%
Profit
$25.7M
Win %
74%
ALL Allstate Corporation
+3.2%
+$8,777.17 
MRK Merck & Co., Inc.
+2.94%
+$15,230.24 
NOC Northrop Grumman Corporation
+2.85%
+$5,991.98 
PANW Palo Alto Networks, Inc.
+2.79%
+$43,928.85 
GE General Electric Company
+2.44%
+$27,119.31 
JNJ Johnson & Johnson
+1.98%
+$28,852.26 
MO Altria Group, Inc.
+1.98%
+$12,937.08 
CSCO Cisco Systems, Inc.
+1.93%
+$7,152.88 
PSX Phillips 66
+1.91%
+$9,426.43 
ABBV AbbVie Inc.
+1.87%
+$12,437.88 
CRWD CrowdStrike Holdings, Inc.
+1.82%
+$12,626.24 
FANG Diamondback Energy Inc
+1.75%
+$4,379.08 
BSIN U.S. Energy Corp.
+1.53%
+$900 
MCK McKesson Corporation
+1.52%
+$8,600.96 
LMT Lockheed Martin Corporation
+1.44%
+$2,758.33 
PM Philip Morris International Inc.
+1.42%
+$16,451.1 
T AT&T Inc.
+1.32%
+$6,553.13 
RTX RTX Corporation
+1.28%
+$9,678.1 
XOM Exxon Mobil Corporation
+1.28%
+$85,006.46 
MPC Marathon Petroleum Corporation
+1.27%
+$9,312.98 
VZ Verizon Communications Inc.
+1.25%
+$4,860.9 
CVX Chevron Corporation
+1.24%
+$15,070.8 
GD General Dynamics Corporation
+1.17%
+$7,693.03 
VLO Valero Energy Corporation
+1.1%
+$2,750.61 
COP ConocoPhillips
+1.07%
+$7,289.04 
LLY Eli Lilly and Company
+1.02%
+$9,492.29 
WMT Walmart Inc.
+1.01%
+$929,177.4 
OXY Occidental Petroleum Corporation
+0.99%
+$6,678 
BP BP p.l.c. Sponsored ADR
+0.93%
+$3,983.92 
EQT EQT Corporation
+0.92%
+$2,137.14 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.84%
+$58,395.07 
LTTI FT Vest 20+ Year Treasury & Target Income ETF
+0.84%
+$7,730.43 
XLE Energy Select Sector SPDR Fund
+0.83%
+$2,024.92 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.83%
+$2,814.05 
ORCL Oracle Corporation
+0.81%
+$7,714.38 
OKE ONEOK, Inc.
+0.8%
+$4,555.44 
SO The Southern Company
+0.79%
+$3,141.84 
PHYS Sprott Physical Gold Trust
+0.75%
+$1,800 
ET Energy Transfer L.P.
+0.74%
+$3,583.8 
HON Honeywell International Inc.
+0.73%
+$1,032.9 
PFE Pfizer Inc.
+0.72%
+$2,416.5 
DUK Duke Energy Corporation
+0.7%
+$2,417.36 
IAU iShares Gold Trust
+0.69%
+$22,159.8 
TSN Tyson Foods Inc.
+0.67%
+$1,565.07 
BRK-B Berkshire Hathaway Inc.
+0.65%
+$7,292.34 
EPD Enterprise Products Partners L.P.
+0.63%
+$2,688.48 
JPM JPMorgan Chase & Co.
+0.57%
+$10,399.63 
DDS Dillard's Inc.
+0.56%
+$1,232 
NEE NextEra Energy, Inc.
+0.56%
+$5,333.81 
BAC Bank of America Corporation
+0.5%
+$1,458.51 
PG Procter & Gamble Co
+0.47%
+$1,549.44 
F Ford Motor Company
+0.39%
+$808.77 
OGE Oge Energy Corp.
+0.39%
+$3,375.35 
LNG Cheniere Energy Inc.
+0.36%
+$893 
FVD First Trust Value Line Dividend Index Fund
+0.3%
+$800.55 
GEV GE Vernova Inc.
+0.27%
+$2,518.3 
TIP iShares TIPS Bond ETF
+0.27%
+$791.12 
TJX The TJX Companies, Inc.
+0.27%
+$719.14 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.26%
+$12,690.3 
SCHD Schwab U.S. Dividend Equity ETF
+0.24%
+$18,640.24 
BGIG Bahl & Gaynor Income Growth ETF
+0.21%
+$702.52 
AGG iShares Core U.S. Aggregate Bond ETF
+0.2%
+$865.8 
UPSD Aptus Large Cap Upside ETF
+0.19%
+$14,581.1 
COST Costco Wholesale Corporation
+0.18%
+$484.74 
NZF Nuveen Municipal Credit Income Fund
+0.16%
+$207.3 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.16%
+$16,567.33 
AAPL Apple Inc.
+0.15%
+$10,904.61 
MDT Medtronic plc
+0.13%
+$321.42 
TWLO Twilio Inc.
+0.07%
+$300 
SCIO First Trust Structured Credit Income Opportunities ETF
+0.05%
+$2,719.11 
NUW Nuveen AMT-Free Municipal Value Fund
+0.04%
+$149 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$339.71 
USMV iShares MSCI USA Min Vol Factor ETF
+0.01%
+$35.2 
BPRE
0%
$0 
CRWU
0%
$0 
DLAG
0%
$0 
FTF Franklin Limited Duration Income Trust
0%
$0 
JULB
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.2%
-$76,745.48 
NFLX Netflix, Inc.
-9.17%
-$27,811.96 
APLD Applied Digital Corporation
-6.62%
-$187,607 
HOOD Robinhood Markets, Inc.
-5.78%
-$24,765.2 
META Meta Platforms Inc Class A
-5.47%
-$80,399.82 
AMAT Applied Materials, Inc.
-5.47%
-$37,049.36 
TQQQ ProShares UltraPro QQQ
-5.29%
-$104,860 
KLAC KLA Corporation
-4.77%
-$17,066.1 
IBM International Business Machines Corporation
-3.46%
-$40,431.93 
FRDM Freedom 100 Emerging Markets ETF
-3.37%
-$117,222.6 
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF
-3.28%
-$112,585.97 
AMD Advanced Micro Devices, Inc.
-3.19%
-$54,172.2 
UBER Uber Technologies, Inc.
-3.05%
-$10,511.26 
TSLA Tesla, Inc.
-2.85%
-$48,626.1 
HUMA Humacyte, Inc.
-2.82%
-$308.93 
CORZ Core Scientific, Inc.
-2.81%
-$17,333.61 
MSFT Microsoft Corp.
-2.73%
-$129,170.62 
UPRO ProShares UltraPro S&P500
-2.7%
-$100,750 
ILMN Illumina, Inc.
-2.69%
-$10,250 
GOOGL Alphabet Inc
-2.33%
-$48,660.68 
GOOG Alphabet Inc
-2.32%
-$29,602 
KO The Coca-Cola Company
-2.15%
-$63,790.14 
APO Apollo Global Management, Inc.
-2.13%
-$6,853.87 
V Visa Inc. Class A
-1.98%
-$18,893.35 
NVDA NVIDIA Corporation
-1.96%
-$256,011.14 
PLTR Palantir Technologies Inc.
-1.81%
-$48,742.93 
ROK Rockwell Automation, Inc.
-1.71%
-$13,247.42 
DDOG Datadog, Inc. Class A Common Stock
-1.7%
-$8,940 
GS The Goldman Sachs Group, Inc.
-1.7%
-$8,621.07 
MA Mastercard Incorporated
-1.68%
-$26,186.75 
SPGI S&P Global Inc.
-1.6%
-$3,523.2 
AVGO Broadcom Inc.
-1.54%
-$27,165.16 
KKR KKR & Co. Inc.
-1.52%
-$23,868 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.47%
-$91,163.52 
WCMI First Trust WCM International Equity ETF
-1.42%
-$71,891.28 
AXP American Express Company
-1.39%
-$5,714.73 
AKRE Akre Focus ETF
-1.37%
-$4,332.12 
NULG Nuveen ESG Large-Cap Growth ETF
-1.34%
-$3,783.53 
TDVI FT Vest Technology Dividend Mutual Fund
-1.34%
-$3,205.57 
CSQ Calamos Strategic Total Return Fund
-1.29%
-$6,091.82 
WMB The Williams Companies, Inc.
-1.28%
-$3,572.16 
CRM Salesforce Inc
-1.12%
-$2,615.12 
BX Blackstone Inc.
-1.12%
-$17,360.64 
OCGN Ocugen Inc.
-1.09%
-$150 
TT Trane Technologies plc
-1.03%
-$2,572.84 
ACWI iShares MSCI ACWI ETF
-0.99%
-$14,652.15 
APH Amphenol Corporation
-0.95%
-$2,981.2 
VBK Vanguard Small-Cap Growth ETF
-0.93%
-$2,367.15 
NOW ServiceNow, Inc.
-0.92%
-$6,006.72 
ADX Adams Diversified Equity Fund, Inc.
-0.92%
-$5,461.44 
ARES Ares Management Corporation
-0.89%
-$6,720 
IVV iShares Core S&P 500 ETF
-0.89%
-$2,576.68 
XMMO Invesco S&P MidCap Momentum ETF
-0.89%
-$53,923.8 
ACIO Aptus Collared Investment Opportunity ETF
-0.87%
-$133,400.92 
LOW Lowe's Companies Inc.
-0.87%
-$2,885.95 
VOO Vanguard S&P 500 ETF
-0.87%
-$25,098.1 
IWB iShares Russell 1000 ETF
-0.86%
-$5,587.68 
PAYX Paychex Inc.
-0.86%
-$6,683.8 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.86%
-$57,994.84 
SPY SPDR S&P 500 ETF Trust
-0.86%
-$4,631.1 
IEFA iShares Core MSCI EAFE ETF
-0.82%
-$3,427.02 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$18,817.98 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.76%
-$2,405.89 
ADSK Autodesk, Inc.
-0.72%
-$1,714.44 
RDVI FT Vest Rising Dividend Achievers Fund
-0.63%
-$2,499.91 
ACAD Acadia Pharmaceuticals Inc.
-0.62%
-$1,760 
RDVY First Trust Rising Dividend Achievers ETF
-0.61%
-$133,648.52 
AVUV Avantis U.S. Small Cap Value ETF
-0.61%
-$13,208.58 
EIM Eaton Vance Municipal Bond Fund
-0.6%
-$4,570.2 
SPGP Invesco S&P 500 GARP ETF
-0.59%
-$1,475.33 
GDX VanEck Gold Miners ETF
-0.55%
-$25,199.17 
IJH iShares Core S&P Mid-Cap ETF
-0.53%
-$3,052.49 
GOF Guggenheim Strategic Opportunities Fund
-0.51%
-$550 
MHD BlackRock MuniHoldings Fund Inc.
-0.51%
-$3,387.9 
CRWV CoreWeave, Inc.
-0.49%
-$4,609.8 
DRSK Aptus Defined Risk ETF
-0.47%
-$57,449.39 
EQWL Invesco S&P 100 Equal Weight ETF
-0.47%
-$1,947.12 
AMZN Amazon.com Inc
-0.46%
-$18,351.7 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.46%
-$36,676.2 
BUFR FT Vestladder Buffer ETF-USD I
-0.43%
-$59,507.1 
PB Prosperity Bancshares Inc.
-0.43%
-$1,091.52 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.41%
-$900.9 
TRIN Trinity Capital Inc.
-0.39%
-$3,640 
PEP PepsiCo, Inc.
-0.37%
-$1,031.03 
JANB Aptus January Buffer ETF
-0.36%
-$36,737 
RJF Raymond James Financial Inc.
-0.33%
-$3,363.36 
CRK Comstock Resources Inc.
-0.3%
-$780 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.3%
-$2,453.99 
HD The Home Depot, Inc.
-0.29%
-$2,517.36 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.29%
-$2,108.03 
PAVE Global X U.S. Infrastructure Development ETF
-0.28%
-$4,389.76 
MSTB LHA Market State Tactical Fund
-0.28%
-$21,681.12 
IIM Invesco Value Municipal Income Trust
-0.27%
-$485.56 
FAUG FT Vest U.S. Equity Buffer ETF
-0.25%
-$707.14 
OCTB Aptus October Buffer ETF
-0.24%
-$32,942.23 
MU Micron Technology, Inc.
-0.23%
-$11,924.41 
SLI Standard Lithium Ltd.
-0.23%
-$100 
MCD McDonald's Corporation
-0.23%
-$574.27 
SA Seabridge Gold Inc.
-0.23%
-$854.15 
DMAR FT Vest US Equity Deep Buffer Fund
-0.22%
-$1,866.13 
VO Vanguard Mid-Cap ETF
-0.22%
-$529.9 
CAT Caterpillar Inc.
-0.21%
-$2,553.39 
PVAL Putnam Focused Large Cap Value ETF
-0.21%
-$14,976.94 
MLN VanEck Long Muni ETF
-0.2%
-$770.21 
MMU Western Asset Managed Municipals Fund
-0.19%
-$300.64 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.19%
-$617.49 
VIG Vanguard Dividend Appreciation ETF
-0.19%
-$1,134.45 
CHRW C.H. Robinson Worldwide, Inc.
-0.18%
-$16,144.3 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$2,166.24 
SHW The Sherwin-Williams Company
-0.15%
-$806.42 
HMOP Hartford Municipal Opportunities ETF
-0.15%
-$7,306.14 
FMHI First Trust Municipal High Income Fund
-0.14%
-$425.1 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.13%
-$657 
SFNC Simmons First National Corporation
-0.11%
-$318.5 
KRP Kimbell Royalty Partners, LP
-0.1%
-$181.54 
FLMI Franklin Dynamic Municipal Bond ETF
-0.1%
-$1,316.08 
HAL Halliburton Company
-0.1%
-$203.03 
JUCY Aptus Enhanced Yield ETF
-0.09%
-$3,790.86 
FMB First Trust Managed Municipal Fund
-0.08%
-$3,038.95 
MMKT Texas Capital Government Money Market Fund
-0.06%
-$878.4 
FSMB First Trust Short Duration Managed Municipal ETF
-0.05%
-$176.26 
FPE First Trust Preferred Securities and Income ETF
-0.03%
-$1,448 
JHPI John Hancock Preferred Income ETF
-0.02%
-$697.07 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$70.28 
JMUB JPMorgan Municipal Bond ETF
-0.01%
-$535.81 
RSG Republic Services, Inc.
0%
-$13.22 Events
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Dividends
Dividend Analysis
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| Trades 733 | Longs Won 479/733 65% | Profit Factor 12.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $815,787.36 |
| Average Win $184,454.28 | Best Trade (Jul 17) $20.63M | Sharpe Ratio -15.51 |
| Average Loss -$28,893.97 | Worst Trade (Jul 17) -$612,651.83 | Z-Score 8.53 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 2d | Expectancy $110,524.6 |
| 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 | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
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Returns
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