KS
Katie Smith Portfolio
Invests via Delos Wealth Advisors LLC | Managed by Cody Lummus, Andrew H. Smith, Etai Groff, Thomas P. Keeling, Cinthia E. Saenz, Armando Vega
Invests via Delos Wealth Advisors LLC
Managed by Cody Lummus, Andrew H. Smith, Etai Groff, Thomas P. Keeling, Cinthia E. Saenz, Armando Vega
Automatically Tracked
Katie Smith Profile
Katie Smith is a seasoned entrepreneur known for her innovative ventures in the tech industry. With a keen eye for market gaps, she founded several startups that successfully address emerging consumer needs through technology-driven solutions. Her background in software engineering and business development has equipped her with the necessary skills to navigate competitive landscapes effectively. As a leader, Katie has built strong teams focused on product innovation and user engagement, driving growth and expansion within their respective markets. Her insights into tech trends have positioned her as an influential figure among investors seeking fresh perspectives on disruptive ideas.
Katie Smith is a seasoned entrepreneur known for her innovative ventures in the tech industry. With a keen eye for market gaps, she founded several startups that successfully address emerging consumer needs through technology-driven solutions. Her background in software engineering and business development has equipped her with the necessary skills to navigate competitive landscapes effectively. As a leader, Katie has built strong teams focused on product innovation and user engagement, driving growth and expansion within their respective markets. Her insights into tech trends have positioned her as an influential figure among investors seeking fresh perspectives on disruptive ideas.
Investment Philosophy & Strategy
With a keen insight into technology trends, investment decisions are often driven by identifying and leveraging innovative solutions that address market demands. Katie Smith employs an entrepreneurial mindset to recognize disruptions within the tech landscape, ensuring her focus remains on scalable ventures with significant growth potential. Her robust experience in founding startups not only sharpens her operational strategies but also enhances competitive positioning against established players. By prioritizing customer engagement and fostering team collaboration around cutting-edge projects, she maximizes value creation while strategically aligning resources to capitalize on emerging opportunities.
With a keen insight into technology trends, investment decisions are often driven by identifying and leveraging innovative solutions that address market demands. Katie Smith employs an entrepreneurial mindset to recognize disruptions within the tech landscape, ensuring her focus remains on scalable ventures with significant growth potential. Her robust experience in founding startups not only sharpens her operational strategies but also enhances competitive positioning against established players. By prioritizing customer engagement and fostering team collaboration around cutting-edge projects, she maximizes value creation while strategically aligning resources to capitalize on emerging opportunities.
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:
26.69%
Gain +0.5%
Monthly
0.33%
Yearly
4.02%
Drawdown
12.98%
$161.37M
Equity
Holdings
$161.37M
Investment
$121.76M
$36.52M
Profit +$954,922.95
Realized
-$3.09M
Unrealized
$39.61M
Dividends
$11.31M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.5%
Profit
$954,922.95
Win %
72%
This Week
Compared To Last Week
Gain
-0.4%
Profit
-$646,237.58
Win %
72%
This Month
Compared to last month
Gain
-0.82%
Profit
-$1.34M
Win %
72%
This Year
Compared to last year
Gain
6.57%
Profit
$9.94M
Win %
72%
INTC Intel Corporation
+8.1%
+$104,556.62 
MOS Mosaic Company
+7.56%
+$231.28 
IREN IREN Limited
+6.89%
+$391 
APLD Applied Digital Corporation
+5.88%
+$566.1 
AEM Agnico Eagle Mines Limited
+4.12%
+$254,117.89 
BE Bloom Energy Corporation
+3.91%
+$3,896 
COPX Global X Copper Miners ETF
+3.69%
+$171.92 
GDX VanEck Gold Miners ETF
+3.5%
+$7,917.92 
MLTX MoonLake Immunotherapeutics
+3.04%
+$3,240 
MARA MARA Holdings Inc
+3.01%
+$410 
REAL The RealReal, Inc.
+2.95%
+$362.5 
GEV GE Vernova Inc.
+2.93%
+$212.8 
LRCX Lam Research Corporation
+2.92%
+$3,223.85 
LUV Southwest Airlines Co.
+2.78%
+$334.56 
SOLS Sollensys Corp.
+2.75%
+$111.62 
CG The Carlyle Group Inc.
+2.72%
+$1,213.63 
CEG Constellation Energy Corporation
+2.59%
+$1,144.7 
VZ Verizon Communications Inc.
+2.51%
+$310.34 
SYK Stryker Corporation
+2.5%
+$908.57 
T AT&T Inc.
+2.37%
+$407.66 
SMH VanEck Semiconductor ETF
+2.34%
+$104,508.99 
CCJ Cameco Corporation
+2.33%
+$231 
UWMC UWM Holdings Corporation
+2.3%
+$0.55 
APD Air Products and Chemicals, Inc.
+2.28%
+$69.69 
AAL American Airlines Group Inc.
+2.25%
+$135.59 
HCA HCA Healthcare Inc.
+2.24%
+$1,154.64 
QTEC First Trust NASDAQ-100 Technology Index Fund
+2.19%
+$83,241.12 
BLOX Nicholas Crypto Income ETF
+2.15%
+$80.5 
MLM Martin Marietta Materials, Inc.
+2.15%
+$24.26 
BX Blackstone Inc.
+2.1%
+$1,628.14 
ACN Accenture plc Class A
+2.1%
+$530.76 
SPHB Invesco S&P 500 High Beta ETF
+2.05%
+$1,164 
XLB Materials Select Sector SPDR Fund
+2%
+$828.2 
HON Honeywell International Inc.
+2%
+$889.14 
NUE Nucor Corporation
+1.98%
+$954.6 
FVRR Fiverr International Ltd.
+1.96%
+$34.74 
ADI Analog Devices, Inc.
+1.9%
+$179.63 
LOCL Local Bounti Corporation
+1.87%
+$5.61 
JPM JPMorgan Chase & Co.
+1.86%
+$93.52 
AXP American Express Company
+1.78%
+$169.95 
VST Vistra Corp
+1.76%
+$2,203.32 
COP ConocoPhillips
+1.74%
+$2,538.63 
CAT Caterpillar Inc.
+1.72%
+$4,419.8 
RPG Invesco S&P 500 Pure Growth ETF
+1.67%
+$53,458.96 
KD Kyndryl Holdings Inc.
+1.64%
+$77.7 
VLO Valero Energy Corporation
+1.64%
+$4,179.99 
STLD Steel Dynamics Inc.
+1.59%
+$4,223.06 
FXL First Trust Technology AlphaDEX Fund
+1.55%
+$4,069.23 
PM Philip Morris International Inc.
+1.54%
+$1,009.14 
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF
+1.53%
+$7,570.95 
KBWB Invesco KBW Bank ETF
+1.48%
+$49,160.14 
GOOGL Alphabet Inc
+1.41%
+$52,353.45 
INDA ISHARES MSCI INDIA ETF
+1.38%
+$29,958.06 
TXN Texas Instruments Inc
+1.35%
+$1,118.95 
ZM Zoom Video Communications, Inc.
+1.35%
+$75 
AUR Aurora Innovation, Inc.
+1.34%
+$240 
NSC Norfolk Southern Corporation
+1.31%
+$16.28 
LIN Linde plc
+1.31%
+$26.92 
PAYX Paychex Inc.
+1.3%
+$39.99 
IWM iShares Russell 2000 ETF
+1.28%
+$34,592.02 
SHW The Sherwin-Williams Company
+1.28%
+$352.35 
XLK State Street Technology Select Sector SPDR ETF
+1.27%
+$348 
GOOG Alphabet Inc
+1.23%
+$7,537.98 
WFC Wells Fargo & Company
+1.18%
+$25.22 
HOOD Robinhood Markets, Inc.
+1.17%
+$698.75 
IWD iShares Russell 1000 Value ETF
+1.16%
+$184.14 
RPV Invesco S&P 500 Pure Value ETF
+1.14%
+$2,731.26 
MPC Marathon Petroleum Corporation
+1.14%
+$441.04 
HLT Hilton Worldwide Holdings Inc.
+1.13%
+$15.44 
MTZ MasTec, Inc. Common Stock
+1.13%
+$101.13 
JMOM JPMorgan U.S. Momentum Factor ETF
+1.12%
+$41,498.91 
SPGI S&P Global Inc.
+1.11%
+$45.85 
IR Ingersoll Rand Inc.
+1.11%
+$7.29 
IWO iShares Russell 2000 Growth ETF
+1.09%
+$107.06 
WOOD iShares Global Timber & Forestry ETF
+1.07%
+$21.7 
ABBV AbbVie Inc.
+1.06%
+$500.85 
EUFN iShares MSCI Europe Financials ETF
+1.04%
+$38.4 
XLE Energy Select Sector SPDR Fund
+1.01%
+$760.15 
MS Morgan Stanley
+1%
+$1,125.72 
GEHC GE HealthCare Technologies Inc.
+0.99%
+$41.6 
RSP Invesco S&P 500 Equal Weight ETF
+0.98%
+$30,413.84 
NXPI NXP Semiconductors N.V.
+0.97%
+$462.94 
NEE NextEra Energy, Inc.
+0.95%
+$871.56 
VTV Vanguard Value ETF
+0.95%
+$10.22 
ET Energy Transfer L.P.
+0.93%
+$10,764.46 
JQUA JPMorgan U.S. Quality Factor ETF
+0.92%
+$47,385 
BAC Bank of America Corporation
+0.92%
+$16.66 
ITW Illinois Tool Works Inc.
+0.9%
+$38.76 
TSLL Direxion Daily TSLA Bull 2X Shares
+0.88%
+$23 
PSX Phillips 66
+0.86%
+$305 
HD The Home Depot, Inc.
+0.84%
+$292.03 
IJH iShares Core S&P Mid-Cap ETF
+0.83%
+$1,260 
EPP iShares MSCI Pacific ex Japan ETF
+0.82%
+$49.84 
MCD McDonald's Corporation
+0.81%
+$2,271.29 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.81%
+$30,973.53 
BFST Business First Bancshares, Inc.
+0.81%
+$295.63 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.81%
+$141.12 
ICE Intercontinental Exchange, Inc.
+0.79%
+$310.2 
QQQ Invesco QQQ Trust, Series 1
+0.77%
+$548.5 
BBAX JPMorgan BetaBuilders Developed Markets ETF
+0.76%
+$87.86 
TUR iShares MSCI Turkey ETF
+0.74%
+$145 
CVX Chevron Corporation
+0.73%
+$2,138.94 
IPAC iShares Core MSCI Pacific ETF
+0.73%
+$6 
PG Procter & Gamble Co
+0.73%
+$1,263.6 
EWJ iShares MSCI Japan ETF
+0.72%
+$134.64 
XLU Utilities Select Sector SPDR Fund
+0.68%
+$246 
SDY SPDR S&P Dividend ETF
+0.68%
+$175.1 
IWV ISHARES RUSSELL 3000 ETF
+0.68%
+$79.66 
BBCA JPMorgan BetaBuilders Canada ETF
+0.67%
+$134.32 
EWC iShares MSCI Canada ETF
+0.67%
+$55.38 
VBK Vanguard Small-Cap Growth ETF
+0.64%
+$82.69 
XLI Industrial Select Sector SPDR Fund
+0.63%
+$1,101.13 
JNJ Johnson & Johnson
+0.62%
+$3,423.24 
IVV iShares Core S&P 500 ETF
+0.61%
+$1,948.33 
MA Mastercard Incorporated
+0.6%
+$321 
DGRO iShares Core Dividend Growth ETF
+0.6%
+$6,130.22 
REGN Regeneron Pharmaceuticals, Inc.
+0.6%
+$3.65 
MRSH Marsh & McLennan Companies, Inc.
+0.57%
+$142.82 
XOM Exxon Mobil Corporation
+0.57%
+$3,217.16 
VEU Vanguard FTSE All-World ex-US ETF
+0.56%
+$35.72 
BBJP JPMorgan BetaBuilders Japan Fund
+0.56%
+$86.52 
IXUS iShares Core International Stock ETF
+0.55%
+$744.12 
QUAL iShares MSCI USA Quality Factor ETF
+0.55%
+$28,507.88 
SPY SPDR S&P 500 ETF Trust
+0.55%
+$459.99 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.53%
+$0.96 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.53%
+$1,424.28 
TSLA Tesla, Inc.
+0.51%
+$202 
EFV iShares MSCI EAFE Value ETF
+0.5%
+$62.02 
FXU First Trust Utilities AlphaDEX Fund
+0.47%
+$34,989.97 
AOA iShares Core Aggressive Allocation ETF
+0.42%
+$4.92 
FTCS First Trust Capital Strength ETF
+0.41%
+$13,465.53 
ADP Automatic Data Processing Inc.
+0.41%
+$16.56 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.39%
+$7,496.9 
LNT Alliant Energy Corporation
+0.39%
+$19,326.42 
EFA iShares MSCI EAFE ETF
+0.39%
+$965.55 
XEL Xcel Energy Inc.
+0.39%
+$366 
JEPI JPMorgan Equity Premium Income Fund
+0.38%
+$61.11 
WCC Wesco International Inc.
+0.37%
+$15.12 
USMV iShares MSCI USA Min Vol Factor ETF
+0.36%
+$11,766.23 
IYT iShares U.S. Transportation ETF
+0.36%
+$26.04 
BBEU JPMorgan BetaBuilders Europe Fund
+0.34%
+$222.6 
GD General Dynamics Corporation
+0.33%
+$18.72 
POWA Invesco Bloomberg Pricing Power ETF
+0.28%
+$9,519.74 
IGRO iShares International Dividend Growth ETF
+0.28%
+$593.5 
VUG Vanguard Growth ETF
+0.28%
+$7.2 
DIS The Walt Disney Company
+0.27%
+$358.6 
FXH First Trust Health Care AlphaDEX Fund
+0.26%
+$510.88 
IONQ IonQ, Inc.
+0.26%
+$11.4 
GLD SPDR Gold Shares
+0.26%
+$18,919.7 
XLP Consumer Staples Select Sector SPDR Fund
+0.25%
+$9,040.1 
VGK Vanguard FTSE Europe ETF
+0.24%
+$99.11 
MCK McKesson Corporation
+0.22%
+$83.52 
IQLT iShares MSCI International Quality Factor ETF
+0.22%
+$21.56 
IAK iShares U.S. Insurance ETF
+0.22%
+$2,618.12 
COST Costco Wholesale Corporation
+0.19%
+$1.88 
BNDX Vanguard Total International Bond ETF
+0.18%
+$99.19 
CDNS Cadence Design Systems, Inc.
+0.17%
+$1.34 
TSCO Tractor Supply Company
+0.16%
+$24.99 
PGR Progressive Corporation
+0.15%
+$2.4 
RITM-PD Rithm Capital Corp.
+0.12%
+$35.45 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.1%
+$9.38 
SO The Southern Company
+0.07%
+$1.17 
PH Parker-Hannifin Corporation
+0.07%
+$4.17 
NVDL Graniteshares 2x Long Nvidia Daily ETF
+0.04%
+$8.28 
UUP Invesco DB US Dollar Index Bullish Fund
+0.04%
+$33.08 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.03%
+$4.59 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$707.31 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$2,994.53 
FE FirstEnergy Corp.
+0.01%
+$1.55 
IAGG iShares International Aggregate Bond Fund
+0.01%
+$1.44 
NVDA NVIDIA Corporation
+0.01%
+$8.66 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$2.75 
BITF Bitfarms Ltd.
0%
$0 
FYBR Frontier Communications Parent, Inc.
0%
$0 
VG
0%
$0 
SBEV Splash Beverage Group Inc.
-14.29%
-$0.5 
RDW Redwire Corporation
-8.6%
-$751.17 
DPRO Draganfly Inc.
-7.45%
-$181.87 
OPENZ Opendoor Technologies Inc. Series Z Warrant
-5.09%
-$1.03 
OPENW Opendoor Technologies Inc. Series K Warrants (Exercise Price $9.00)
-4.66%
-$2.04 
VSAT Viasat Inc.
-2.84%
-$2,478 
DKNG DraftKings Inc.
-2.75%
-$742.5 
TLRY Tilray Brands, Inc.
-2.46%
-$12.59 
PLTR Palantir Technologies Inc.
-2.29%
-$300 
MKC-V McCormick & Company, Incorporated
-2.24%
-$233.1 
BBAI BigBear.ai Holdings Inc.
-1.97%
-$203.75 
ABT Abbott Laboratories
-1.91%
-$403.02 
AMZN Amazon.com Inc
-1.91%
-$52,037.57 
OPENL Opendoor Technologies Inc. Series A Warrant
-1.85%
-$0.39 
TTAN ServiceTitan, Inc.
-1.82%
-$53.32 
FIVE Five Below, Inc.
-1.73%
-$111.46 
TIGR UP Fintech Holding Ltd
-1.56%
-$36.6 
LLY Eli Lilly and Company
-1.47%
-$17.06 
AAPL Apple Inc.
-1.42%
-$110,159.29 
CLX The Clorox Company
-1.39%
-$23.2 
INTU Intuit Inc.
-1.26%
-$206.21 
ISRG Intuitive Surgical, Inc.
-1.25%
-$1,079.4 
NOW ServiceNow, Inc.
-1.22%
-$31.5 
AXON Axon Enterprise, Inc.
-1.2%
-$214.2 
TMO Thermo Fisher Scientific Inc.
-1.16%
-$11.02 
AVGO Broadcom Inc.
-1.06%
-$28.63 
ORCL Oracle Corporation
-1.04%
-$4,864.13 
UPS United Parcel Service, Inc.
-1.02%
-$83.25 
OPEN Opendoor Technologies Inc.
-1.01%
-$112.5 
NNE Nano Nuclear Energy Inc.
-0.91%
-$42.82 
ASML ASML Holding N.V. New York Registry Shares
-0.9%
-$17.16 
ETHA iShares Ethereum Trust
-0.87%
-$44 
CRM Salesforce Inc
-0.81%
-$42.88 
QBTS D-Wave Quantum Inc.
-0.76%
-$162 
IBM International Business Machines Corporation
-0.71%
-$8,291.53 
AJG Arthur J. Gallagher & Co.
-0.62%
-$5.52 
MSFT Microsoft Corp.
-0.62%
-$32,583.2 
NFLX Netflix, Inc.
-0.56%
-$45.05 
KO The Coca-Cola Company
-0.52%
-$1,935 
ETN Eaton Corporation plc
-0.52%
-$8.14 
COIN Coinbase Global, Inc.
-0.48%
-$0.77 
BSX Boston Scientific Corporation
-0.43%
-$3.48 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-0.35%
-$2,674.1 
TLT iShares 20+ Year Treasury Bond ETF
-0.32%
-$2,602.87 
VGLT Vanguard Long-Term Treasury Fund
-0.32%
-$22.05 
FXY Invesco CurrencyShares Japanese Yen Trust
-0.3%
-$228.72 
TRV The Travelers Companies, Inc.
-0.28%
-$85.5 
PEP PepsiCo, Inc.
-0.21%
-$933.3 
WMT Walmart Inc.
-0.19%
-$11,851.21 
META Meta Platforms Inc Class A
-0.16%
-$66.96 
LOW Lowe's Companies Inc.
-0.16%
-$13.65 
CRL Charles River Laboratories International, Inc.
-0.15%
-$8.41 
MBB iShares MBS ETF
-0.15%
-$39.62 
WCN Waste Connections Inc.
-0.15%
-$1.15 
TJX The TJX Companies, Inc.
-0.14%
-$1.61 
BND Vanguard Total Bond Market Index Fund
-0.13%
-$28.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$3,326.88 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.12%
-$5.22 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.11%
-$20.79 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.1%
-$4,313.5 
IEI iShares 3-7 Year Treasury Bond ETF
-0.1%
-$33.96 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.1%
-$28.95 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$10.12 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$9.9 
ITB iShares U.S. Home Construction ETF
-0.06%
-$0.6 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$11.58 
FMB First Trust Managed Municipal Fund
-0.06%
-$390.9 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.06%
-$9.15 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
-0.06%
-$3,402.74 
MDT Medtronic plc
-0.05%
-$12.4 
RF-PF Regions Financial Corporation
-0.05%
-$6.61 
NLY Annaly Capital Management, Inc.
-0.04%
-$14.73 
BRK-B Berkshire Hathaway Inc.
-0.04%
-$117.99 
XLV Health Care Select Sector SPDR Fund
-0.04%
-$1,964.69 
WM Waste Management, Inc.
-0.04%
-$41.2 
UDN Invesco DB US Dollar Index Bearish Fund
-0.03%
-$15.43 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$6.23 
MUB iShares National Muni Bond ETF
-0.01%
-$20.65 
FDN First Trust Dow Jones Internet Index Fund
0%
-$0.05 Events
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Dividends
Dividend Analysis
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| Trades 2661 | Longs Won 1289/2661 48% | Profit Factor 3.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $112,763.42 |
| Average Win $39,046.43 | Best Trade (Jun 12) $2.35M | Sharpe Ratio -16.29 |
| Average Loss -$10,067.84 | Worst Trade (Sep 29) -$762,899.94 | Z-Score 0.75 (54.61%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 3d | Expectancy $13,723.33 |
| 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 | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
Hover over the desired column for a detailed explanation.
Returns
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