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:
16.5%
Gain -0.21%
Monthly
0.54%
Yearly
6.69%
Drawdown
26.48%
$594.62M
Equity
Holdings
$594.62M
Investment
$483.28M
$112.27M
Profit -$1.11M
Realized
$932,831.42
Unrealized
$111.34M
Dividends
$26.95M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.21%
Profit
-$1.11M
Win %
60%
This Week
Compared To Last Week
Gain
-0.19%
Profit
-$1.11M
Win %
60%
This Month
Compared to last month
Gain
-0.85%
Profit
-$5.12M
Win %
60%
This Year
Compared to last year
Gain
9.51%
Profit
$51.62M
Win %
60%
AJG Arthur J. Gallagher & Co.
+5.44%
+$15,159.71 
HOFT Hooker Furnishings Corporation
+5.42%
+$7,179.35 
ADBE Adobe Inc.
+4.59%
+$7,032.1 
CRM Salesforce Inc
+4.5%
+$9,611.3 
ADP Automatic Data Processing Inc.
+3.12%
+$57,090.44 
GOOGL Alphabet Inc
+3.08%
+$378,251.64 
GOOG Alphabet Inc
+2.97%
+$76,246.77 
BDX Becton, Dickinson and Company
+2.79%
+$41,564.48 
IBM International Business Machines Corporation
+2.71%
+$35,600.45 
PAYX Paychex Inc.
+2.4%
+$5,115.2 
MO Altria Group, Inc.
+2.32%
+$69,774.4 
MSFT Microsoft Corp.
+2.27%
+$279,349.4 
WMT Walmart Inc.
+2.27%
+$19,277.19 
DIS The Walt Disney Company
+2.19%
+$6,423.81 
T AT&T Inc.
+2.07%
+$18,523.11 
LLY Eli Lilly and Company
+2.04%
+$65,852.85 
MCD McDonald's Corporation
+1.96%
+$15,415.68 
TGT Target Corporation
+1.96%
+$7,686.72 
HRL Hormel Foods Corporation
+1.87%
+$6,545 
NOC Northrop Grumman Corporation
+1.74%
+$6,126.87 
ABBV AbbVie Inc.
+1.73%
+$77,233.8 
PM Philip Morris International Inc.
+1.7%
+$34,126.94 
COST Costco Wholesale Corporation
+1.58%
+$13,938.48 
AFL Aflac Inc.
+1.5%
+$38,611.87 
KMB Kimberly-Clark Corporation
+1.49%
+$2,651.65 
LHX L3Harris Technologies, Inc.
+1.46%
+$15,781.64 
VHT Vanguard Health Care ETF
+1.41%
+$3,779.94 
VZ Verizon Communications Inc.
+1.4%
+$11,565.19 
UNH UnitedHealth Group Incorporated
+1.32%
+$13,189.46 
GIS General Mills, Inc.
+1.3%
+$2,907.64 
AMGN Amgen Inc.
+1.18%
+$10,902.48 
IDXX IDEXX Laboratories, Inc.
+1.15%
+$4,056.5 
KO The Coca-Cola Company
+1.1%
+$15,643.19 
CVS CVS Health Corporation
+1.09%
+$4,175.62 
LOW Lowe's Companies Inc.
+1.06%
+$2,979.47 
V Visa Inc. Class A
+1.05%
+$8,454.5 
HD The Home Depot, Inc.
+1%
+$1,631.53 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$11,811.95 
ABT Abbott Laboratories
+0.87%
+$12,678.94 
AWR American States Water Co.
+0.75%
+$1,806 
DE Deere & Company
+0.69%
+$2,909.29 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.63%
+$50,253.63 
HALO Halozyme Therapeutics Inc.
+0.6%
+$6,834.09 
SYY Sysco Corporation
+0.58%
+$1,472.16 
JNJ Johnson & Johnson
+0.58%
+$29,132.92 
RPM RPM International Inc.
+0.56%
+$1,904 
AAPL Apple Inc.
+0.54%
+$103,806.26 
PG Procter & Gamble Co
+0.52%
+$27,040.33 
MRK Merck & Co., Inc.
+0.44%
+$1,943.58 
SBUX Starbucks Corporation
+0.35%
+$4,653.02 
VGLT Vanguard Long-Term Treasury Fund
+0.2%
+$6,487.22 
UNP Union Pacific Corporation
+0.18%
+$781.52 
NSC Norfolk Southern Corporation
+0.16%
+$2,630.05 
BLV Vanguard Long-Term Bond ETF
+0.15%
+$6,930.8 
D Dominion Energy, Inc.
+0.15%
+$910.29 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.12%
+$1,471.27 
KMI Kinder Morgan, Inc.
+0.11%
+$260.75 
PFE Pfizer Inc.
+0.05%
+$122.43 
PEP PepsiCo, Inc.
+0.04%
+$370.92 
DOV Dover Corporation
+0.02%
+$52 
VCRB Vanguard Core Bond ETF
+0.01%
+$207.8 
HBI Hanesbrands Inc.
0%
$0 
CGCP Capital Group Core Plus Income ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 TRI
TRI
0%
$0 
GEV GE Vernova Inc.
-8.66%
-$45,843.71 
ETN Eaton Corporation plc
-7.5%
-$41,948.5 
BAC Bank of America Corporation
-5.3%
-$20,555.15 
AVGO Broadcom Inc.
-4.79%
-$62,490.52 
ORCL Oracle Corporation
-4.42%
-$16,819.72 
CAT Caterpillar Inc.
-4.15%
-$75,423.83 
GS The Goldman Sachs Group, Inc.
-3.97%
-$20,445.03 
AMD Advanced Micro Devices, Inc.
-3.9%
-$55,492.06 
AYI Acuity Brands Inc.
-3.05%
-$8,329.84 
NVDA NVIDIA Corporation
-2.85%
-$78,469.43 
EMR Emerson Electric Co.
-2.59%
-$20,312.47 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$6,393.42 
GE General Electric Company
-1.98%
-$14,124 
CCI Crown Castle Inc.
-1.97%
-$3,874 
WFC Wells Fargo & Company
-1.94%
-$8,335.25 
JPM JPMorgan Chase & Co.
-1.72%
-$68,111.13 
MMM 3M Company
-1.71%
-$11,012.1 
CSCO Cisco Systems, Inc.
-1.65%
-$16,677.75 
APD Air Products and Chemicals, Inc.
-1.56%
-$7,319.51 
C Citigroup Inc.
-1.47%
-$16,599.56 
RTX RTX Corporation
-1.32%
-$13,238.81 
VDE Vanguard Energy ETF
-1.3%
-$3,832 
BLK BlackRock, Inc.
-1.28%
-$15,143.85 
AMZN Amazon.com Inc
-1.22%
-$132,181.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$626,033.46 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$194,649.35 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$8,213.96 
PSX Phillips 66
-1.1%
-$24,038.3 
QCOM QUALCOMM Incorporated
-0.99%
-$8,259.03 
BWXT Bwx Technologies Inc.
-0.96%
-$2,970.45 
CVX Chevron Corporation
-0.94%
-$25,637.52 
XOM Exxon Mobil Corporation
-0.85%
-$45,735.68 
AEP American Electric Power Company, Inc.
-0.84%
-$4,004 
RYT Invesco S&P 500 Equal Weight ETF
-0.8%
-$11,371.36 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$169,394.12 
NEE NextEra Energy, Inc.
-0.69%
-$4,764.63 
LIN Linde plc
-0.62%
-$1,288.63 
CGDV Capital Group Dividend Value ETF
-0.55%
-$16,199.73 
HON Honeywell International Inc.
-0.54%
-$946.01 
TFC Truist Financial Corporation
-0.54%
-$3,913.38 
AMT American Tower Corporation
-0.49%
-$3,366.88 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.49%
-$1,939.36 
VTV Vanguard Value ETF
-0.46%
-$239,249.43 
DUK Duke Energy Corporation
-0.45%
-$3,823.64 
VO Vanguard Mid-Cap ETF
-0.43%
-$115,571.4 
SO The Southern Company
-0.43%
-$1,678.12 
CSX CSX Corporation
-0.38%
-$1,473.71 
O Realty Income Corporation
-0.37%
-$2,460.7 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$141,923.29 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$115,107.3 
VOO Vanguard S&P 500 ETF
-0.34%
-$2,688.04 
CGDG Capital Group Dividend Growers ETF
-0.33%
-$9,933 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$9,828.01 
IVV iShares Core S&P 500 ETF
-0.32%
-$1,264.79 
VB Vanguard Small-Cap ETF
-0.32%
-$78,549.57 
CGGR Capital Group Growth ETF
-0.3%
-$5,459.56 
VXF Vanguard Extended Market ETF
-0.28%
-$19,824.08 
APLU Allspring Core Plus ETF
-0.21%
-$6,474.45 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.2%
-$4,008.68 
BX Blackstone Inc.
-0.19%
-$947.48 
YLD Principal Active High Yield ETF
-0.19%
-$525.07 
VUG Vanguard Growth ETF
-0.16%
-$60,065.43 
VYMI Vanguard International High Dividend Yield Index Fund
-0.14%
-$14,558.85 
CGHM Capital Group Municipal High-Income ETF
-0.14%
-$772.73 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$1,156 
BNDX Vanguard Total International Bond ETF
-0.09%
-$17,736.24 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$2,852.64 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.06%
-$651.01 
CGSD Capital Group Short Duration Income ETF
-0.06%
-$325.62 
CGMU Capital Group Municipal Income ETF
-0.06%
-$1,417.34 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.06%
-$1,580.07 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.06%
-$2,805.2 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.05%
-$839.1 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$160.53 
VPLS Vanguard Core-Plus Bond ETF
-0.05%
-$808.5 
DVY iShares Select Dividend ETF
-0.03%
-$73.75 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$473.01 
FLBL Franklin Senior Loan ETF
-0.02%
-$227.31 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$1,358.73 
CGSM Capital Group Short Duration Municipal Income ETF
-0.02%
-$132.76 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$107.3 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$658.52 Events
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Dividends
Dividend Analysis
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| Trades 1057 | Longs Won 624/1057 59% | Profit Factor 11.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $886,085.44 |
| Average Win $303,080.09 | Best Trade (Sep 04) $14.38M | Sharpe Ratio -9.03 |
| Average Loss -$37,744.64 | Worst Trade (Sep 10) -$889,745.56 | Z-Score 1.16 (75.46%) |
| Commissions $0 | Avg. Trade Length 10m 2w | Expectancy $106,219.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 57,992 | $14.52M | $19.37M | - | $4.86M | 33.46% | +0.539% |
| ABBV AbbVie Inc. | 17,395 | $3.09M | $4.55M | - | $1.46M | 47.19% | +1.727% |
| ABT Abbott Laboratories | 14,246 | $1.61M | $1.47M | - | -$146,756.06 | -9.11% | +0.873% |
| ADBE Adobe Inc. | 607 | $269,920.76 | $160,135.7 | - | -$109,785.06 | -40.67% | +4.593% |
| ADP Automatic Data Processing Inc. | 6,829 | $2M | $1.89M | - | -$110,095.67 | -5.51% | +3.116% |
| AEP American Electric Power Company, Inc. | 3,850 | $363,937.99 | $470,816.5 | - | $106,878.51 | 29.37% | -0.843% |
| AFL Aflac Inc. | 22,319 | $2.31M | $2.61M | - | $302,860.94 | 13.12% | +1.501% |
| AJG Arthur J. Gallagher & Co. | 1,159 | $329,057 | $293,690.6 | - | -$35,366.4 | -10.75% | +5.443% |
| AMD Advanced Micro Devices, Inc. | 2,756 | $333,963.54 | $1.37M | - | $1.03M | 309.31% | -3.901% |
| AMGN Amgen Inc. | 2,450 | $639,221.6 | $935,410 | - | $296,188.4 | 46.34% | +1.179% |
| AMT American Tower Corporation | 3,826 | $795,004.97 | $677,087.22 | - | -$117,917.75 | -14.83% | -0.495% |
| AMZN Amazon.com Inc | 42,096 | $9.2M | $10.68M | - | $1.47M | 16.01% | -1.223% |
| APD Air Products and Chemicals, Inc. | 1,614 | $468,124.93 | $463,048.51 | - | -$5,076.42 | -1.08% | -1.556% |
| APLU Allspring Core Plus ETF | 129,489 | $3.23M | $3.09M | - | -$143,917.01 | -4.46% | -0.209% |
| AVGO Broadcom Inc. | 3,608 | $836,478.33 | $1.24M | - | $407,091.03 | 48.67% | -4.785% |
| AWR American States Water Co. | 2,800 | $217,616 | $243,950 | - | $26,334 | 12.1% | +0.746% |
| AYI Acuity Brands Inc. | 855 | $249,771 | $264,380.96 | - | $14,609.96 | 5.85% | -3.054% |
| BAC Bank of America Corporation | 6,182 | $272,663.81 | $366,994.43 | - | $94,330.62 | 34.6% | -5.304% |
| BDX Becton, Dickinson and Company | 8,379.94 | $1.49M | $1.53M | - | $37,315.85 | 2.5% | +2.789% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 63,392 | $4.77M | $4.69M | - | -$73,946.65 | -1.55% | -0.061% |
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FAQ
Which stocks have generated the highest profits for Neil Christ?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Large-Cap Index Fund ETF Shares - $15.76M, Vanguard Mid-Cap ETF - $9.81M, Vanguard Dividend Appreciation ETF - $8.68M, Apple Inc - $5.46M, and Vanguard High Dividend Yield ETF - $4.14M. 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: American Water Works Company, Inc - $546,216.85, Dominion Energy, Inc - $501,747.45, Pfizer Inc - $480,655.73, NextEra Energy, Inc - $377,978.72, and Chevron Corporation - $273,373.65. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Neil Christ's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.95M earned over time. The largest contributors to dividend income include Vanguard Dividend Appreciation ETF - $1.84M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.82M, Vanguard Large-Cap Index Fund ETF Shares - $1.66M, Vanguard High Dividend Yield ETF - $1.64M, and Vanguard Value ETF - $1.4M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Neil Christ's monthly returns?
Neil Christ'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 Neil Christ's strategy be considered aggressive or moderate?
Neil Christ's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Neil Christ's strategy?
Neil Christ'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.
