NC
Neil Christ Portfolio
Invests via Oak Hill Wealth Advisors LLC | Managed by Neil Christ
Invests via Oak Hill Wealth Advisors LLC
Managed by Neil Christ
Automatically Tracked
Neil Christ Profile
With a strong foundation in technology and entrepreneurship, Neil Christ has built an impressive career that integrates innovation with operational excellence. His leadership experience spans multiple startups, where he not only founded but also steered the strategic direction and growth trajectories of pioneering projects. His contributions are particularly significant in the realm of software development and digital solutions, creating competitive advantages that resonate within his sector. Known for forging meaningful partnerships and cultivating talent, he continues to play a vital role in shaping emerging market trends through entrepreneurial initiatives and tech-driven investments.
With a strong foundation in technology and entrepreneurship, Neil Christ has built an impressive career that integrates innovation with operational excellence. His leadership experience spans multiple startups, where he not only founded but also steered the strategic direction and growth trajectories of pioneering projects. His contributions are particularly significant in the realm of software development and digital solutions, creating competitive advantages that resonate within his sector. Known for forging meaningful partnerships and cultivating talent, he continues to play a vital role in shaping emerging market trends through entrepreneurial initiatives and tech-driven investments.
Investment Philosophy & Strategy
Opportunity detection is at the forefront of Neil Christ's investment approach, driven by his entrepreneurial insights and technology background. His experience in building successful startups enables a focus on innovation-led sectors where transformative potential can yield significant returns. With an emphasis on fostering strategic partnerships and nurturing talent, he seeks out investments that not only enhance competitive positioning but also drive market evolution. This proactive mindset cultivates pathways to capitalize on disruptive trends while maintaining operational agility within dynamic environments.
Opportunity detection is at the forefront of Neil Christ's investment approach, driven by his entrepreneurial insights and technology background. His experience in building successful startups enables a focus on innovation-led sectors where transformative potential can yield significant returns. With an emphasis on fostering strategic partnerships and nurturing talent, he seeks out investments that not only enhance competitive positioning but also drive market evolution. This proactive mindset cultivates pathways to capitalize on disruptive trends while maintaining operational agility within dynamic environments.
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:
32.58%
Gain
Monthly
0.84%
Yearly
10.51%
Drawdown
14.69%
$583.72M
Equity
Holdings
$583.72M
Investment
$424.39M
$188.48M
Profit -$33,220.21
Realized
$28.73M
Unrealized
$159.75M
Dividends
$27.37M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$33,220.21
Win %
79%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$33,220.21
Win %
79%
This Month
Compared to last month
Gain
-0.53%
Profit
-$3.14M
Win %
79%
This Year
Compared to last year
Gain
7.52%
Profit
$40.85M
Win %
79%
AMD Advanced Micro Devices, Inc.
+4.73%
+$63,718.72 
QCOM QUALCOMM Incorporated
+4.32%
+$39,971.83 
GEV GE Vernova Inc.
+3.73%
+$18,730.1 
AYI Acuity Brands Inc.
+2.99%
+$7,387.18 
GS The Goldman Sachs Group, Inc.
+2.62%
+$13,555 
T AT&T Inc.
+2.52%
+$19,895.16 
VZ Verizon Communications Inc.
+2.49%
+$19,058.13 
JPM JPMorgan Chase & Co.
+2.31%
+$80,202.5 
GIS General Mills, Inc.
+2.04%
+$4,314.57 
PM Philip Morris International Inc.
+1.95%
+$37,181.49 
TGT Target Corporation
+1.95%
+$6,506.08 
TFC Truist Financial Corporation
+1.93%
+$14,204.12 
KMI Kinder Morgan, Inc.
+1.85%
+$4,321 
D Dominion Energy, Inc.
+1.83%
+$11,690.04 
UNP Union Pacific Corporation
+1.65%
+$6,908.48 
WFC Wells Fargo & Company
+1.61%
+$6,334.79 
BX Blackstone Inc.
+1.58%
+$7,540.68 
LIN Linde plc
+1.58%
+$3,650.37 
BAC Bank of America Corporation
+1.56%
+$5,316.52 
DE Deere & Company
+1.55%
+$5,542.66 
BLK BlackRock, Inc.
+1.52%
+$16,884.88 
CVS CVS Health Corporation
+1.47%
+$5,999.92 
RSPT Invesco S&P 500 Equal Weight ETF
+1.46%
+$19,681.2 
CAT Caterpillar Inc.
+1.44%
+$28,713.88 
PAYX Paychex Inc.
+1.37%
+$2,502.4 
NEE NextEra Energy, Inc.
+1.35%
+$9,612.85 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.34%
+$4,933.93 
ABBV AbbVie Inc.
+1.32%
+$51,489.2 
O Realty Income Corporation
+1.31%
+$9,059.85 
C Citigroup Inc.
+1.27%
+$14,321.06 
HRL Hormel Foods Corporation
+1.27%
+$5,270 
APD Air Products and Chemicals, Inc.
+1.26%
+$5,649 
DVY iShares Select Dividend ETF
+1.19%
+$2,749.08 
AFL Aflac Inc.
+1.16%
+$30,130.65 
AWR American States Water Co.
+1.16%
+$2,492 
NSC Norfolk Southern Corporation
+1.09%
+$17,778.8 
JNJ Johnson & Johnson
+1.07%
+$48,364.14 
V Visa Inc. Class A
+1.05%
+$7,277.91 
VO Vanguard Mid-Cap ETF
+0.97%
+$254,256.09 
VTV Vanguard Value ETF
+0.94%
+$466,883.42 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$7,106.03 
PG Procter & Gamble Co
+0.86%
+$45,485.05 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$182,205.01 
SO The Southern Company
+0.78%
+$3,266.75 
CGDG Capital Group Dividend Growers ETF
+0.77%
+$23,044.56 
VDE Vanguard Energy ETF
+0.77%
+$1,983.98 
GE General Electric Company
+0.76%
+$5,587.96 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$126,032.51 
PSX Phillips 66
+0.76%
+$11,346.67 
CVX Chevron Corporation
+0.75%
+$17,856.87 
SBUX Starbucks Corporation
+0.74%
+$10,250.13 
MO Altria Group, Inc.
+0.74%
+$23,112.77 
KMB Kimberly-Clark Corporation
+0.74%
+$1,357.5 
UNH UnitedHealth Group Incorporated
+0.73%
+$7,811.1 
HD The Home Depot, Inc.
+0.73%
+$1,256.64 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$8,092.94 
VB Vanguard Small-Cap ETF
+0.7%
+$173,988.82 
EMR Emerson Electric Co.
+0.69%
+$5,058.82 
COST Costco Wholesale Corporation
+0.68%
+$6,473.5 
CGDV Capital Group Dividend Value ETF
+0.66%
+$19,199.68 
DUK Duke Energy Corporation
+0.63%
+$5,574.66 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$1,614.5 
AEP American Electric Power Company, Inc.
+0.58%
+$2,887.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$16,613.9 
IVV iShares Core S&P 500 ETF
+0.55%
+$2,085.91 
VOO Vanguard S&P 500 ETF
+0.55%
+$4,237.11 
HON Honeywell International Inc.
+0.54%
+$2,065.6 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$52,411.86 
GOOGL Alphabet Inc
+0.53%
+$69,201.21 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$206,286.25 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$2,079.02 
YLD Principal Active High Yield ETF
+0.47%
+$1,350.18 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$152,208 
GOOG Alphabet Inc
+0.45%
+$12,260.8 
WMT Walmart Inc.
+0.45%
+$4,283.83 
VXF Vanguard Extended Market ETF
+0.44%
+$30,837.45 
CSX CSX Corporation
+0.42%
+$1,593.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$2,879.12 
PEP PepsiCo, Inc.
+0.38%
+$3,338.82 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$177,808.32 
AMGN Amgen Inc.
+0.32%
+$2,793.03 
XOM Exxon Mobil Corporation
+0.28%
+$13,204.78 
MMM 3M Company
+0.26%
+$1,601.09 
ADP Automatic Data Processing Inc.
+0.2%
+$3,004.83 
VUG Vanguard Growth ETF
+0.18%
+$64,357.2 
BNDX Vanguard Total International Bond ETF
+0.17%
+$35,472.48 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.16%
+$3,391.96 
NVDA NVIDIA Corporation
+0.16%
+$4,043.52 
PFE Pfizer Inc.
+0.15%
+$326.48 
CCI Crown Castle Inc.
+0.13%
+$312 
CGGR Capital Group Growth ETF
+0.11%
+$1,948.45 
KO The Coca-Cola Company
+0.11%
+$1,451.43 
MSFT Microsoft Corp.
+0.1%
+$9,910.15 
CGHM Capital Group Municipal High-Income ETF
+0.04%
+$220.78 
ORCL Oracle Corporation
+0.02%
+$76.02 
MCD McDonald's Corporation
+0.01%
+$124.35 
VPLS Vanguard Core-Plus Bond ETF
+0.01%
+$207.9 
VCRB Vanguard Core Bond ETF
0%
+$37.4 
APLU
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CGSM Capital Group Short Duration Municipal Income ETF
0%
$0 
FLBL Franklin Senior Loan ETF
0%
$0 
HBI Hanesbrands Inc.
0%
$0 
TRI
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
VCRM
0%
$0 
VTEI
0%
$0 
ADBE Adobe Inc.
-6.75%
-$8,971.46 
LLY Eli Lilly and Company
-2.41%
-$81,082.8 
HALO Halozyme Therapeutics Inc.
-1.74%
-$13,161 
ABT Abbott Laboratories
-1.64%
-$20,941.62 
AAPL Apple Inc.
-1.52%
-$260,964 
MRK Merck & Co., Inc.
-1.42%
-$5,275.34 
LHX L3Harris Technologies, Inc.
-1.4%
-$19,254.48 
HOFT Hooker Furnishings Corporation
-1.29%
-$2,066 
AMZN Amazon.com Inc
-1.23%
-$124,603.74 
AMT American Tower Corporation
-1.12%
-$8,149.42 
AJG Arthur J. Gallagher & Co.
-1%
-$2,561.38 
IBM International Business Machines Corporation
-0.95%
-$14,078.45 
AVGO Broadcom Inc.
-0.91%
-$12,628.01 
BDX Becton, Dickinson and Company
-0.75%
-$9,301.73 
BWXT Bwx Technologies Inc.
-0.63%
-$2,546.08 
CSCO Cisco Systems, Inc.
-0.6%
-$6,580.97 
ETN Eaton Corporation plc
-0.57%
-$2,958.75 
SYY Sysco Corporation
-0.56%
-$1,380.15 
DOV Dover Corporation
-0.5%
-$1,430.01 
RPM RPM International Inc.
-0.45%
-$1,631.99 
NOC Northrop Grumman Corporation
-0.4%
-$1,482.63 
RTX RTX Corporation
-0.37%
-$3,436.09 
CRM Salesforce Inc
-0.34%
-$482.72 
DIS The Walt Disney Company
-0.3%
-$827.1 
VGLT Vanguard Long-Term Treasury Fund
-0.27%
-$9,267.45 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$17,300.43 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$10,098.72 
BLV Vanguard Long-Term Bond ETF
-0.19%
-$9,010.04 
JMUB JPMorgan Municipal Bond ETF
-0.16%
-$513.68 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.13%
-$6,339.2 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$8,152.38 
LOW Lowe's Companies Inc.
-0.12%
-$385.83 
VHT Vanguard Health Care ETF
-0.12%
-$293.42 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.09%
-$1,211.63 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$858.4 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.07%
-$2,106.76 
CGMU Capital Group Municipal Income ETF
-0.07%
-$1,889.78 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$9,436.08 
CGCP Capital Group Core Plus Income ETF
-0.04%
-$660.95 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$630.68 
CGSD Capital Group Short Duration Income ETF
-0.02%
-$108.54 Events
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Dividends
Dividend Analysis
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| Trades 1023 | Longs Won 666/1023 65% | Profit Factor 22.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.04M |
| Average Win $296,244.86 | Best Trade (Dec 31) $12.98M | Sharpe Ratio -8.32 |
| Average Loss -$24,988.27 | Worst Trade (Dec 30) -$593,242 | Z-Score 5.83 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 5d | Expectancy $184,245.85 |
| 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 | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
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Returns
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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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