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:
33.99%
Gain -3.06%
Monthly
1.47%
Yearly
19.2%
Drawdown
19.06%
$490.07M
Equity
Holdings
$490.07M
Investment
$422.01M
$80.63M
Profit -$7.97M
Realized
$12.56M
Unrealized
$68.06M
Dividends
$7.23M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-3.06%
Profit
-$7.97M
Win %
72%
This Week
Compared To Last Week
Gain
-1.6%
Profit
-$7.97M
Win %
72%
This Month
Compared to last month
Gain
1.04%
Profit
$5.02M
Win %
72%
This Year
Compared to last year
Gain
-0.21%
Profit
-$1.01M
Win %
71%
JULB
JULB
+9.87%
+$1.04M 
XLE Energy Select Sector SPDR Fund
+3.91%
+$10,913.28 
CRK Comstock Resources Inc.
+2.31%
+$5,850 
AMD Advanced Micro Devices, Inc.
+2.21%
+$34,951.48 
FANG Diamondback Energy Inc
+1.86%
+$4,394.2 
QCOM QUALCOMM Incorporated
+1.82%
+$3,174.6 
ETN Eaton Corporation plc
+1.76%
+$4,615.65 
ET Energy Transfer L.P.
+1.62%
+$7,887.99 
AVGO Broadcom Inc.
+1.54%
+$25,921 
COP ConocoPhillips
+1.5%
+$9,544.27 
TJX The TJX Companies, Inc.
+1.34%
+$3,565.24 
AVUV Avantis U.S. Small Cap Value ETF
+1.18%
+$24,711.16 
CVX Chevron Corporation
+1.12%
+$13,346.74 
XMMO Invesco S&P MidCap Momentum ETF
+1.01%
+$61,915.39 
META Meta Platforms Inc Class A
+0.9%
+$6,847.57 
EPD Enterprise Products Partners L.P.
+0.87%
+$3,685.76 
BMY Bristol-Myers Squibb Company
+0.82%
+$1,922.44 
NOW ServiceNow, Inc.
+0.79%
+$10,513.76 
HOOD Robinhood Markets, Inc.
+0.77%
+$1,448.4 
CHRW C.H. Robinson Worldwide, Inc.
+0.75%
+$60,357.23 
COST Costco Wholesale Corporation
+0.62%
+$1,722.84 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.52%
+$41,666.11 
DE Deere & Company
+0.46%
+$1,422.84 
AAPL Apple Inc.
+0.45%
+$28,253.38 
VZ Verizon Communications Inc.
+0.45%
+$1,795.71 
GD General Dynamics Corporation
+0.44%
+$2,908.12 
GOOG Alphabet Inc
+0.43%
+$5,556.75 
PAYX Paychex Inc.
+0.31%
+$1,959.52 
EIM Eaton Vance Municipal Bond Fund
+0.31%
+$2,286.69 
V Visa Inc. Class A
+0.28%
+$2,367.73 
ADX Adams Diversified Equity Fund, Inc.
+0.27%
+$1,623.44 
DDS Dillard's Inc.
+0.26%
+$636.01 
PEP PepsiCo, Inc.
+0.23%
+$653.14 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.2%
+$11,821.53 
LYG Lloyds Banking Group Plc ADR
+0.16%
+$107.59 
FVD First Trust Value Line Dividend Index Fund
+0.12%
+$320.22 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$9,611 
MA Mastercard Incorporated
+0.11%
+$1,767.61 
CSQ Calamos Strategic Total Return Fund
+0.05%
+$225.19 
USMV iShares MSCI USA Min Vol Factor ETF
+0.01%
+$35.85 
JANB Aptus January Buffer ETF
0%
+$150.31 
ADSK Autodesk, Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
APLD Applied Digital Corporation
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
BAC Bank of America Corporation
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EQT EQT Corporation
0%
$0 
F Ford Motor Company
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
KRP Kimbell Royalty Partners, LP
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LNG Cheniere Energy Inc.
0%
$0 
MCD McDonald's Corporation
0%
$0 
MO Altria Group, Inc.
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
OCGN Ocugen Inc.
0%
$0 
OGE Oge Energy Corp.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
ORCL Oracle Corporation
0%
$0 
OXY Occidental Petroleum Corporation
0%
$0 
PB Prosperity Bancshares Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PSX Phillips 66
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
SA Seabridge Gold Inc.
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SLI Standard Lithium Ltd.
0%
$0 
T AT&T Inc.
0%
$0 
TRIN Trinity Capital Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
$0 
TSN Tyson Foods Inc.
0%
$0 
VLO Valero Energy Corporation
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
DIVO Amplify CWP Enhanced Dividend Income ETF
0%
$0 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
0%
$0 
FSMB First Trust Short Duration Managed Municipal ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
JHPI John Hancock Preferred Income ETF
0%
$0 
JUCY Aptus Enhanced Yield ETF
0%
$0 
PAVE Global X U.S. Infrastructure Development ETF
0%
$0 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
0%
$0 
PVAL Putnam Focused Large Cap Value ETF
0%
$0 
SDVD FT Vest Smid Rising Dividend Fund
0%
$0 
SPGP Invesco S&P 500 GARP ETF
0%
$0 
TDVI FT Vest Technology Dividend Mutual Fund
0%
$0 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
GOF Guggenheim Strategic Opportunities Fund
0%
$0 
UTF Cohen & Steers Infrastructure Fund, Inc.
0%
$0 
CORZ Core Scientific, Inc.
0%
$0 
MMKT Texas Capital Government Money Market Fund
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
OCTB Aptus October Buffer ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 DLMY
DLMY
0%
$0 BPRE
BPRE
-21.67%
-$553,358.51 
ACAD Acadia Pharmaceuticals Inc.
-10.17%
-$32,230 
UPRO ProShares UltraPro S&P500
-8.46%
-$336,960.26 
ZENA ZenaTech, Inc.
-7.91%
-$1,100 
ABSI Absci Corporation
-7.38%
-$55,335 
EWY iShares MSCI South Korea ETF
-7.12%
-$12,039.99 
BSIN U.S. Energy Corp.
-5%
-$2,700 
PHYS Sprott Physical Gold Trust
-4.79%
-$12,320 
IAU iShares Gold Trust
-4.61%
-$156,959.36 
BA Boeing Company
-3.35%
-$8,401.81 
MSTB LHA Market State Tactical Fund
-3.17%
-$259,951.83 
ILMN Illumina, Inc.
-3%
-$12,010 
SPYM State Street SPDR Portfolio S&P 500 ETF
-2.99%
-$209,946.41 
ACIO Aptus Collared Investment Opportunity ETF
-2.83%
-$375,485.42 
HUMA Humacyte, Inc.
-2.66%
-$302.81 
KBWB Invesco KBW Bank ETF
-2.63%
-$191,321 
MU Micron Technology, Inc.
-2.6%
-$148,874.4 
LIN Linde plc
-2.58%
-$5,486.1 
EQWL Invesco S&P 100 Equal Weight ETF
-2.43%
-$10,342.08 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$7,425.16 
IJR iShares Core S&P Small-Cap ETF
-2.34%
-$50,519.01 
RDVI FT Vest Rising Dividend Achievers Fund
-2.21%
-$25,437.72 
KKR KKR & Co. Inc.
-2.18%
-$34,500 
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF
-2.14%
-$75,612.17 
VIG Vanguard Dividend Appreciation ETF
-2.13%
-$8,049.45 
UNH UnitedHealth Group Incorporated
-2.13%
-$5,689.44 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-2.11%
-$101,434.25 
SFNC Simmons First National Corporation
-2%
-$6,115.21 
BX Blackstone Inc.
-1.9%
-$31,104.47 
ROK Rockwell Automation, Inc.
-1.83%
-$13,678.48 
AKRE Akre Focus ETF
-1.79%
-$5,752.95 
GE General Electric Company
-1.75%
-$23,124.89 
GEV GE Vernova Inc.
-1.74%
-$15,311.24 
BGIG Bahl & Gaynor Income Growth ETF
-1.62%
-$5,315.4 
PFE Pfizer Inc.
-1.55%
-$4,794 
NEE NextEra Energy, Inc.
-1.5%
-$14,200.32 
HPE Hewlett Packard Enterprise Company
-1.48%
-$18,977.38 
APO Apollo Global Management, Inc.
-1.38%
-$4,660.66 
IBM International Business Machines Corporation
-1.35%
-$14,224.14 
GOOGL Alphabet Inc
-1.29%
-$12,163.29 
FRDM Freedom 100 Emerging Markets ETF
-1.23%
-$44,827.47 
CRWD CrowdStrike Holdings, Inc.
-1.18%
-$2,964 
ARES Ares Management Corporation
-1.15%
-$9,600 
JNJ Johnson & Johnson
-1.03%
-$14,736.46 
NULG Nuveen ESG Large-Cap Growth ETF
-1%
-$2,860.65 
ABBV AbbVie Inc.
-0.97%
-$6,480 
MHD BlackRock MuniHoldings Fund Inc.
-0.95%
-$6,213.02 
NZF Nuveen Municipal Credit Income Fund
-0.89%
-$1,148.73 
PANW Palo Alto Networks, Inc.
-0.87%
-$6,393.89 
JPM JPMorgan Chase & Co.
-0.82%
-$14,838.13 
ALL Allstate Corporation
-0.77%
-$2,174.13 
SPGI S&P Global Inc.
-0.77%
-$1,915.4 
TQQQ ProShares UltraPro QQQ
-0.71%
-$14,420 
LOW Lowe's Companies Inc.
-0.7%
-$2,357.74 
RJF Raymond James Financial Inc.
-0.68%
-$5,809.64 
MCK McKesson Corporation
-0.67%
-$3,937.04 
AXP American Express Company
-0.65%
-$2,697.24 
TSLA Tesla, Inc.
-0.63%
-$7,419.42 
APH Amphenol Corporation
-0.53%
-$2,331.45 
VO Vanguard Mid-Cap ETF
-0.51%
-$1,263.36 
FPE First Trust Preferred Securities and Income ETF
-0.5%
-$28,236.96 
FMHI First Trust Municipal High Income Fund
-0.48%
-$1,559.49 
FAUG FT Vest U.S. Equity Buffer ETF
-0.46%
-$1,338.52 
FMB First Trust Managed Municipal Fund
-0.46%
-$17,842.94 
LTTI FT Vest 20+ Year Treasury & Target Income ETF
-0.44%
-$4,982.64 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.44%
-$3,510.55 
SCIO First Trust Structured Credit Income Opportunities ETF
-0.44%
-$48,475.53 
FTF Franklin Limited Duration Income Trust
-0.35%
-$200 
WMT Walmart Inc.
-0.33%
-$293,033.71 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$1,266.75 
KO The Coca-Cola Company
-0.31%
-$9,365.49 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$30,834.26 
DRSK Aptus Defined Risk ETF
-0.28%
-$11,520.16 
ACWI iShares MSCI ACWI ETF
-0.24%
-$3,444.59 
IIM Invesco Value Municipal Income Trust
-0.24%
-$417.78 
HMOP Hartford Municipal Opportunities ETF
-0.23%
-$10,361.79 
SO The Southern Company
-0.21%
-$709.79 
NUW Nuveen AMT-Free Municipal Value Fund
-0.21%
-$893.97 
JMUB JPMorgan Municipal Bond ETF
-0.2%
-$10,429.3 
RDVY First Trust Rising Dividend Achievers ETF
-0.17%
-$38,923.64 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$827.78 
IVV iShares Core S&P 500 ETF
-0.16%
-$455.1 
WCMI First Trust WCM International Equity ETF
-0.15%
-$11,008.02 
AMZN Amazon.com Inc
-0.14%
-$5,241.47 
PM Philip Morris International Inc.
-0.14%
-$1,632.6 
NVDA NVIDIA Corporation
-0.1%
-$11,782.44 
MMU Western Asset Managed Municipals Fund
-0.1%
-$150.65 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.06%
-$2,107.47 
DMAR FT Vest US Equity Deep Buffer Fund
-0.04%
-$347.45 
BUFR FT Vestladder Buffer ETF-USD I
-0.04%
-$5,688.61 
SUB iShares Short-Term National Muni Bond ETF
-0.04%
-$187.4 Events
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Dividends
Dividend Analysis
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| Trades 905 | Longs Won 601/905 66% | Profit Factor 9.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $485,343.5 |
| Average Win $151,496.02 | Best Trade (Aug 13) $20.32M | Sharpe Ratio -16.35 |
| Average Loss -$32,673.46 | Worst Trade (Aug 07) -$553,358.51 | Z-Score 10.72 (100%) |
| Commissions $0 | Avg. Trade Length 8m 4w 1d | Expectancy $89,093.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,038 | $5.08M | $6.26M | - | $1.18M | 23.23% | +0.453% |
| ABBV AbbVie Inc. | 2,700 | $624,928.27 | $658,260 | - | $33,331.73 | 5.33% | -0.975% |
| ABSI Absci Corporation | 89,250 | $1.03M | $694,365 | - | -$340,043 | -32.87% | -7.381% |
| ACAD Acadia Pharmaceuticals Inc. | 11,000 | $201,850 | $284,570 | - | $82,720 | 40.98% | -10.174% |
| ACIO Aptus Collared Investment Opportunity ETF | 280,213 | $11.76M | $12.87M | - | $1.11M | 9.4% | -2.835% |
| ACWI iShares MSCI ACWI ETF | 8,947 | $1.24M | $1.43M | - | $195,638.08 | 15.82% | -0.24% |
| ADSK Autodesk, Inc. | 1,099 | $327,019.3 | $263,792.97 | - | -$63,226.33 | -19.33% | 0.0 |
| ADX Adams Diversified Equity Fund, Inc. | 23,192 | $473,766.94 | $601,600.48 | - | $127,833.54 | 26.98% | +0.271% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,415 | $438,317.02 | $431,389.65 | - | -$6,927.37 | -1.58% | 0.0 |
| AKRE Akre Focus ETF | 5,479 | $358,929.38 | $314,987.71 | - | -$43,941.67 | -12.24% | -1.794% |
| ALL Allstate Corporation | 1,071 | $230,942.86 | $281,201.76 | - | $50,258.9 | 21.76% | -0.767% |
| AMAT Applied Materials, Inc. | 1,197 | $246,823.31 | $639,485.27 | - | $392,661.96 | 159.09% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 3,288 | $504,918.29 | $1.62M | - | $1.12M | 220.83% | +2.205% |
| AMZN Amazon.com Inc | 13,440 | $2.94M | $3.66M | - | $720,989.16 | 24.54% | -0.143% |
| APH Amphenol Corporation | 5,124 | $349,794.39 | $438,947.46 | - | $89,153.07 | 25.49% | -0.528% |
| APLD Applied Digital Corporation | 106,727 | $1.27M | $3.19M | - | $1.92M | 151.97% | 0.0 |
| APO Apollo Global Management, Inc. | 2,611 | $377,968 | $334,090.5 | - | -$43,877.5 | -11.61% | -1.376% |
| ARES Ares Management Corporation | 6,000 | $654,600 | $829,020 | - | $174,420 | 26.65% | -1.145% |
| ASML ASML Holding N.V. New York Registry Shares | 120 | $238,733 | $201,386.4 | - | -$37,346.6 | -15.64% | 0.0 |
| AVGO Broadcom Inc. | 4,025 | $1.32M | $1.71M | - | $390,174.36 | 29.57% | +1.54% |
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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 Kristine Harrell?
The largest contributions to the portfolio's profits come from the following stocks: Walmart Inc - $4.57M, VanEck Gold Miners ETF - $1.74M, Aptus Collared Investment Opportunity ETF - $1.56M, Invesco S&P 500 Equal Weight Utilities ETF - $1.31M, and NVIDIA Corporation - $1.02M. 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: Accenture plc Class A - $684,453.74, ServiceNow, Inc - $470,521.42, Illumina, Inc - $325,740, Invesco S&P SmallCap Momentum ETF - $264,914.22, and Invesco S&P MidCap Value with Momentum ETF - $237,700.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kristine Harrell's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.23M earned over time. The largest contributors to dividend income include Walmart Inc - $1.3M, Vanguard Intermediate-Term Corporate Bond Fund - $345,246.15, Aptus Defined Risk ETF - $311,644.75, Exxon Mobil Corporation - $277,732.74, and First Trust Preferred Securities and Income ETF - $277,143.2. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kristine Harrell's monthly returns?
Kristine Harrell's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kristine Harrell's strategy be considered aggressive or moderate?
Kristine Harrell's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Kristine Harrell's strategy?
Kristine Harrell's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
