SS
Sandra Stickney Portfolio
Invests via Collaborative Wealth Managment Inc. | Managed by Sandra Stickney
Invests via Collaborative Wealth Managment Inc.
Managed by Sandra Stickney
Automatically Tracked
Sandra Stickney Profile
Sandra Stickney has made a significant mark in the entrepreneurial landscape with her innovative approach to business development. She is recognized for her ability to identify market opportunities and effectively execute growth strategies that have driven success across various ventures. With extensive experience in managing operations and fostering partnerships, Stickney's leadership extends beyond conventional roles, establishing her as a key player in advancing industry standards. Her academic background supports her hands-on expertise, enabling a blend of theoretical knowledge with practical application that resonates within capital markets.
Sandra Stickney has made a significant mark in the entrepreneurial landscape with her innovative approach to business development. She is recognized for her ability to identify market opportunities and effectively execute growth strategies that have driven success across various ventures. With extensive experience in managing operations and fostering partnerships, Stickney's leadership extends beyond conventional roles, establishing her as a key player in advancing industry standards. Her academic background supports her hands-on expertise, enabling a blend of theoretical knowledge with practical application that resonates within capital markets.
Investment Philosophy & Strategy
Growth potential in emerging markets often dictates the investment approach adopted by Sandra Stickney. With a keen ability to discern untapped opportunities, she targets sectors ripe for disruption and innovation. Leveraging her entrepreneurial acumen, strategic initiatives typically prioritize scalability and adaptability. Strong operational insights inform her decision-making process as she fosters collaborations that enhance competitive positioning. By aligning capital deployment with transformative trends, an emphasis on sustainable growth underscores her vision in navigating dynamic market landscapes.
Growth potential in emerging markets often dictates the investment approach adopted by Sandra Stickney. With a keen ability to discern untapped opportunities, she targets sectors ripe for disruption and innovation. Leveraging her entrepreneurial acumen, strategic initiatives typically prioritize scalability and adaptability. Strong operational insights inform her decision-making process as she fosters collaborations that enhance competitive positioning. By aligning capital deployment with transformative trends, an emphasis on sustainable growth underscores her vision in navigating dynamic market landscapes.
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:
27.65%
Gain +1.81%
Monthly
0.34%
Yearly
4.19%
Drawdown
17.31%
$311.11M
Equity
Holdings
$311.11M
Investment
$235.29M
$73.11M
Profit +$6.42M
Realized
-$2.72M
Unrealized
$75.83M
Dividends
$27.63M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.81%
Profit
$6.42M
Win %
79%
This Week
Compared To Last Week
Gain
1.46%
Profit
$4.48M
Win %
79%
This Month
Compared to last month
Gain
1.42%
Profit
$4.36M
Win %
79%
This Year
Compared to last year
Gain
9.77%
Profit
$27.68M
Win %
79%
KLAC KLA Corporation
+5.55%
+$310,323.2 
AMD Advanced Micro Devices, Inc.
+4.73%
+$24,738.4 
QCOM QUALCOMM Incorporated
+4.32%
+$12,553.08 
PWR Quanta Services Inc.
+3.7%
+$12,912.97 
T AT&T Inc.
+2.46%
+$10,496.57 
VZ Verizon Communications Inc.
+2.45%
+$7,004.65 
JPM JPMorgan Chase & Co.
+2.3%
+$18,145.72 
RAAX VanEck Real Assets ETF
+2.24%
+$6,409.8 
SYK Stryker Corporation
+2.09%
+$4,861.56 
TSLA Tesla, Inc.
+1.82%
+$25,916.8 
TMUS T-Mobile US, Inc.
+1.76%
+$4,231.2 
MTUM iShares MSCI USA Momentum Factor ETF
+1.7%
+$5,902.31 
OKE ONEOK, Inc.
+1.56%
+$3,985.13 
BAC Bank of America Corporation
+1.5%
+$5,937.82 
COF Capital One Financial Corporation
+1.47%
+$4,282.64 
XLF Financial Select Sector SPDR Fund
+1.4%
+$8,204.07 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.35%
+$4,690 
NEE NextEra Energy, Inc.
+1.3%
+$5,748.6 
ABBV AbbVie Inc.
+1.29%
+$3,132.76 
EQIX Equinix, Inc.
+1.22%
+$4,130.42 
AFL Aflac Inc.
+1.17%
+$7,285.52 
SVOL Simplify Volatility Premium ETF
+1.14%
+$2,982.06 
VOE Vanguard Mid-Cap Value ETF
+1.12%
+$14,406.99 
IWS iShares Russell Mid-Cap Value ETF
+1.12%
+$4,541.29 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.09%
+$2,589.05 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$16,818.72 
V Visa Inc. Class A
+1.03%
+$2,775.82 
ONEY SPDR Russell 1000 Yield Focus ETF
+1.03%
+$43,279.94 
ORLY O'Reilly Automotive Inc.
+1.02%
+$2,295.4 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$5,682.16 
DON WisdomTree U.S. MidCap Dividend Fund
+1.02%
+$10,902.96 
SCHV Schwab U.S. Large-Cap Value ETF
+1.01%
+$2,446.39 
IWD iShares Russell 1000 Value ETF
+1.01%
+$2,724.92 
NUSC Nuveen ESG Small-Cap ETF
+1.01%
+$2,484.21 
IJR iShares Core S&P Small-Cap ETF
+0.99%
+$4,466.88 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$8,186.4 
VO Vanguard Mid-Cap ETF
+0.97%
+$4,185.7 
XLRE The Real Estate Select Sector SPDR Fund
+0.97%
+$7,699.5 
VONV Vanguard Russell 1000 Value Index Fund
+0.96%
+$3,941.02 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.96%
+$3,838.76 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$14,813.2 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$108,490.59 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$2,484.72 
VTV Vanguard Value ETF
+0.94%
+$6,799.94 
CIF MFS Intermediate High Income Fund
+0.94%
+$427.1 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.92%
+$6,409 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$6,158.84 
PRF Invesco FTSE RAFI US 1000 ETF
+0.92%
+$2,489.2 
RWR SPDR Dow Jones REIT ETF
+0.91%
+$2,254.67 
SPEM SPDR Portfolio Emerging Markets ETF
+0.91%
+$11,729.79 
IWM iShares Russell 2000 ETF
+0.9%
+$14,630.08 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$11,911.75 
HDV iShares Core High Dividend ETF
+0.89%
+$11,345.95 
MGV Vanguard Mega Cap Value ETF
+0.88%
+$6,952.32 
RSPR Invesco S&P 500 Equal Weight Real Estate ETF
+0.88%
+$2,941.09 
LEAD Siren DIVCON Leaders Dividend ETF
+0.87%
+$4,888.48 
NLR VanEck Uranium and Nuclear ETF
+0.86%
+$3,357.59 
PG Procter & Gamble Co
+0.86%
+$3,211.52 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.85%
+$11,959.15 
VYM Vanguard High Dividend Yield ETF
+0.82%
+$12,531.46 
VDE Vanguard Energy ETF
+0.81%
+$2,935.69 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.81%
+$22,885.38 
VOT Vanguard Mid-Cap Growth ETF
+0.79%
+$4,747.86 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.79%
+$3,824.35 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$2,242.51 
CVMC Calvert US Mid-Cap Core Responsible Index Fund
+0.77%
+$1,992.72 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.77%
+$4,482.18 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$1,821.96 
XLE Energy Select Sector SPDR Fund
+0.76%
+$12,366.18 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.74%
+$1,871.1 
IJH iShares Core S&P Mid-Cap ETF
+0.74%
+$3,970.96 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.74%
+$16,269 
JQUA JPMorgan U.S. Quality Factor ETF
+0.74%
+$62,799.36 
CVX Chevron Corporation
+0.74%
+$4,115.48 
ARKW ARK Next Generation Internet ETF
+0.73%
+$1,794.26 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.73%
+$85,542.35 
VB Vanguard Small-Cap ETF
+0.73%
+$1,975.84 
UNH UnitedHealth Group Incorporated
+0.72%
+$1,958.04 
HD The Home Depot, Inc.
+0.72%
+$6,961.5 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$83,033.8 
MA Mastercard Incorporated
+0.72%
+$2,844.35 
EPP iShares MSCI Pacific ex Japan ETF
+0.72%
+$1,677.39 
DGRO iShares Core Dividend Growth ETF
+0.7%
+$3,373.65 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$5,674.92 
COST Costco Wholesale Corporation
+0.68%
+$2,957.04 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$70,073.87 
AVGE FRCL 3 2022Q3 Hb Float
+0.66%
+$21,409.05 
QYLG Global X Nasdaq 100 Covered Call Growth ETF
+0.66%
+$2,062.6 
PCN PIMCO Corporate & Income Strategy Fund
+0.65%
+$755.33 
PKW Invesco BuyBack Achievers ETF
+0.62%
+$6,023.01 
AVDE Avantis International Equity ETF
+0.61%
+$2,173.05 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$3,424.91 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.61%
+$1,740.8 
DUK Duke Energy Corporation
+0.61%
+$1,407.52 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$15,772.84 
XLI Industrial Select Sector SPDR Fund
+0.6%
+$4,624.2 
VGT Vanguard Information Technology ETF
+0.59%
+$6,419.76 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$10,452.94 
IVV iShares Core S&P 500 ETF
+0.58%
+$5,938.32 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$4,799.25 
VOO Vanguard S&P 500 ETF
+0.58%
+$6,940.42 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$6,992.17 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$7,586.32 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.56%
+$6,134.9 
XYLD Global X S&P 500 Covered Call ETF
+0.56%
+$10,222.65 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.54%
+$7,429.05 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$3,127.68 
GOOGL Alphabet Inc
+0.53%
+$10,449.61 
PBUS Invesco MSCI USA ETF
+0.53%
+$1,525.29 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.52%
+$45,971.17 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$4,282.08 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
+0.5%
+$1,870.74 
QUAL iShares MSCI USA Quality Factor ETF
+0.5%
+$1,125.64 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.49%
+$1,806.42 
MLPX Global X MLP & Energy Infrastructure ETF
+0.49%
+$12,044.52 
CVLC Calvert US Large Cap Core Responsible Index Fund
+0.49%
+$1,562.16 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$41,530.18 
CLF Cleveland-Cliffs Inc.
+0.47%
+$2,918.82 
QUS SPDR MSCI USA StrategicFactors ETF
+0.47%
+$1,807.73 
VT Vanguard Total World Stock ETF
+0.46%
+$3,045.6 
GOOG Alphabet Inc
+0.45%
+$1,967.99 
JEPI JPMorgan Equity Premium Income Fund
+0.45%
+$4,151.25 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$57,905.64 
CSX CSX Corporation
+0.43%
+$1,171.37 
MOAT VanEck Morningstar Wide Moat Fund
+0.43%
+$13,570.04 
WMT Walmart Inc.
+0.41%
+$3,574 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.4%
+$2,064.96 
FTCS First Trust Capital Strength ETF
+0.39%
+$1,610.61 
PTY PIMCO Corporate & Income Opportunity Fund
+0.39%
+$1,342.26 
PMO Putnam Municipal Opportunities Fund
+0.38%
+$536 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
+0.37%
+$9,698.06 
KAPR Innovator U.S. Small Cap Power Buffer ETF
+0.36%
+$1,332.31 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.36%
+$1,953.21 
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$1,161.6 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.35%
+$17,727.57 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.35%
+$1,621.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$2,039.52 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
+0.32%
+$1,447.2 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.32%
+$894.66 
CVIE Calvert International Responsible Index ETF
+0.31%
+$778.44 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$36,575.85 
SCHY Schwab International Dividend Equity ETF
+0.29%
+$1,388.9 
XOM Exxon Mobil Corporation
+0.28%
+$2,180.38 
PFFD Global X U.S. Preferred ETF
+0.27%
+$9,628.4 
ARKK ARK Innovation ETF Fund
+0.27%
+$892.4 
NJAN Innovator Growth 100 Power Buffer ETF - January
+0.27%
+$1,182.96 
BMAY Innovator U.S. Equity Buffer Fund
+0.26%
+$4,933.51 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
+0.26%
+$1,394.3 
NAPR Innovator Growth 100 Power Buffer Fund
+0.25%
+$1,188.29 
WTPI WisdomTree Equity Premium Income Fund
+0.23%
+$720.75 
VUG Vanguard Growth ETF
+0.22%
+$1,927.74 
CAIE Calamos Autocallable Income ETF
+0.22%
+$587.76 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.19%
+$1,694.72 
KJUL Innovator U.S. Small Cap Power Buffer ETF
+0.18%
+$387.48 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.17%
+$604.17 
PFE Pfizer Inc.
+0.15%
+$747.04 
NVDA NVIDIA Corporation
+0.14%
+$2,819.34 
IJAN Innovator International Developed Power Buffer ETF - January
+0.12%
+$306.95 
GLDM SPDR Gold MiniShares Trust
+0.12%
+$3,239.8 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
+0.1%
+$2,738.5 
MSFT Microsoft Corp.
+0.1%
+$1,626 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.09%
+$876.83 
SPHY SPDR Portfolio High Yield Bond ETF
+0.09%
+$402.54 
BUFQ FT Nasdaq Buffer ETF July.
+0.08%
+$253.77 
IWF iShares Russell 1000 Growth ETF
+0.07%
+$219.96 
GLD SPDR Gold Shares
+0.06%
+$293.7 
BALT Inn Defined Wealth Shield Mutual Fund
+0.06%
+$145.02 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+0.05%
+$124.45 
VMO Invesco Municipal Opportunity Trust
+0.05%
+$55 
TJX The TJX Companies, Inc.
+0.05%
+$168.88 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.04%
+$3,206.58 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$154.07 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$106.86 
EZU iShares MSCI Eurozone ETF
+0.01%
+$231.61 
SRLN SPDR Blackstone Senior Loan ETF
+0.01%
+$50.72 
GSY Invesco Ultra Short Duration ETF
0%
$0 
HYD VanEck High Yield Muni ETF
0%
$0 
HYLS FT Tactical High Yield ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
XAGG
0%
$0 
ZJUL
0%
$0 
CTAS Cintas Corporation
-3.08%
-$8,181.6 
LLY Eli Lilly and Company
-2.41%
-$21,717.15 
AAPL Apple Inc.
-1.52%
-$127,003.5 
MRK Merck & Co., Inc.
-1.42%
-$3,558.68 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$3,185.27 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.25%
-$2,928.2 
AMZN Amazon.com Inc
-1.23%
-$14,196.16 
BA Boeing Company
-1.12%
-$4,275.33 
IBM International Business Machines Corporation
-0.96%
-$2,613.26 
AVGO Broadcom Inc.
-0.91%
-$6,608 
ITA iShares U.S. Aerospace & Defense ETF
-0.86%
-$3,223.2 
RNDV First Trust US Equity Dividend Select ETF
-0.71%
-$2,228.26 
MLPA Global X MLP ETF
-0.7%
-$7,881.2 
CSCO Cisco Systems, Inc.
-0.6%
-$4,127.42 
UPS United Parcel Service, Inc.
-0.52%
-$4,062.35 
ISRG Intuitive Surgical, Inc.
-0.44%
-$702.28 
LVHB Innovator Lunt Low Vol/High Beta Tactical ETF
-0.42%
-$6,092.02 
DIS The Walt Disney Company
-0.31%
-$698.43 
DHY Credit Suisse High Yield Bond Fund
-0.29%
-$554.49 
AMLP Alerian MLP ETF
-0.27%
-$762.72 
META Meta Platforms Inc Class A
-0.26%
-$1,961.85 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$781.3 
SHEL Shell plc
-0.22%
-$1,729.76 
MHF Western Asset Municipal High Income Fund
-0.22%
-$225 
CRM Salesforce Inc
-0.22%
-$299.16 
IYH iShares U.S. Healthcare ETF
-0.2%
-$451.1 
JPC Nuveen Preferred & Income Opportunities Fund
-0.19%
-$154.35 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$1,124.47 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.17%
-$3,589.88 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.16%
-$2,642.04 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.16%
-$6,747.23 
EAD Allspring Income Opportunities Fund
-0.16%
-$154.4 
JMUB JPMorgan Municipal Bond ETF
-0.14%
-$1,347.15 
VHT Vanguard Health Care ETF
-0.13%
-$698.44 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$727.56 
FLMI Franklin Dynamic Municipal Bond ETF
-0.12%
-$1,174.41 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$269 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.1%
-$3,307.4 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.1%
-$5,671.85 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$207 
HYBL SPDR Blackstone High Income Fund
-0.07%
-$2,210.22 
EPD Enterprise Products Partners L.P.
-0.07%
-$398.62 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.07%
-$1,588.32 
EMCB WisdomTree Emerging Markets Corporate Bond Fund
-0.06%
-$974.08 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.06%
-$165.48 
DIAL Columbia Diversified Fixed Income Allocation ETF
-0.06%
-$306.65 
IGLD FT Vest Gold Strategy Target Fund
-0.04%
-$160.62 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.04%
-$482.48 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.03%
-$206.25 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.03%
-$127.25 
IBIT iShares Bitcoin Trust
-0.03%
-$50.72 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$61.41 
MCD McDonald's Corporation
-0.02%
-$718.98 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$656.52 
CLOI VanEck CLO ETF
-0.02%
-$53.66 
SPIP SPDR Portfolio TIPS ETF
-0.02%
-$54.19 
MUB iShares National Muni Bond ETF
-0.01%
-$303.12 
ORCL Oracle Corporation
-0.01%
-$12.12 Events
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Dividends
Dividend Analysis
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| Trades 2658 | Longs Won 1662/2658 62% | Profit Factor 5.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $190,122.31 |
| Average Win $54,088.99 | Best Trade (Jun 12) $5.62M | Sharpe Ratio -12.41 |
| Average Loss -$16,853.9 | Worst Trade (Sep 30) -$538,706.24 | Z-Score 12 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 3w 4d | Expectancy $27,505.42 |
| 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 | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
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