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:
44.35%
Gain +0.15%
Monthly
0.52%
Yearly
6.46%
Drawdown
17.38%
$237.37M
Equity
Holdings
$237.37M
Investment
$192.65M
$59.53M
Profit +$282,356.69
Realized
$14.81M
Unrealized
$44.72M
Dividends
$29.17M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.15%
Profit
$282,356.69
Win %
72%
This Week
Compared To Last Week
Gain
-0.9%
Profit
-$2.16M
Win %
72%
This Month
Compared to last month
Gain
-1.44%
Profit
-$3.47M
Win %
72%
This Year
Compared to last year
Gain
0.12%
Profit
$289,871.86
Win %
72%
QCOM QUALCOMM Incorporated
+4.25%
+$10,434.6 
XOM Exxon Mobil Corporation
+2.54%
+$10,949.4 
BNO United States Brent Oil Fund, LP
+2.27%
+$7,836.78 
VDE Vanguard Energy ETF
+2.22%
+$8,954.64 
XLE Energy Select Sector SPDR Fund
+2.19%
+$38,457.75 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.62%
+$3,597.44 
META Meta Platforms Inc Class A
+0.7%
+$1,758.56 
TOWN TowneBank
+0.64%
+$2,334 
MMT MFS Multimarket Income Trust
+0.57%
+$252.72 
NVDA NVIDIA Corporation
+0.57%
+$5,373.61 
ONEY SPDR Russell 1000 Yield Focus ETF
+0.57%
+$30,313.82 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.48%
+$2,487.13 
WEAT Teucrium Commodity Trust - Teucrium Wheat Fund
+0.46%
+$657.96 
AFL Aflac Inc.
+0.45%
+$2,047.49 
GLD SPDR Gold Shares
+0.33%
+$1,216 
GLDM SPDR Gold MiniShares Trust
+0.32%
+$12,548.79 
EPD Enterprise Products Partners L.P.
+0.31%
+$1,757.4 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$1,314.18 
RAAX VanEck Real Assets ETF
+0.27%
+$3,695.56 
IGLD FT Vest Gold Strategy Target Fund
+0.19%
+$894.64 
HDV iShares Core High Dividend ETF
+0.09%
+$907.62 
CORN Teucrium Corn Fund
+0.07%
+$49.32 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.05%
+$170.11 
LVHI Franklin International Low Volatility High Dividend ETF
+0.05%
+$382.12 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.05%
+$566.4 
PTY PIMCO Corporate & Income Opportunity Fund
+0.04%
+$158.35 
USFR WisdomTree Floating Rate Treasury Fund
+0.04%
+$627.98 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$1,478.46 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 ZJUL
ZJUL
0%
$0 KJUN
KJUN
0%
$0 
IBIT iShares Bitcoin Trust
-3.64%
-$13,515.96 
OKE ONEOK, Inc.
-2.32%
-$6,442.15 
AMZN Amazon.com Inc
-2.02%
-$7,828.48 
MCD McDonald's Corporation
-1.78%
-$49,812.08 
HD The Home Depot, Inc.
-1.72%
-$3,059.42 
MSFT Microsoft Corp.
-1.64%
-$12,575.93 
VMO Invesco Municipal Opportunity Trust
-1.6%
-$1,650 
EAPR Innovator Emerging Markets Power Buffer ETF - April
-1.49%
-$3,127.59 
GOOGL Alphabet Inc
-1.26%
-$3,505.95 
GOOG Alphabet Inc
-1.24%
-$2,687.84 
JPC Nuveen Preferred & Income Opportunities Fund
-1.2%
-$1,026.46 
XLU Utilities Select Sector SPDR Fund
-1.17%
-$6,270.04 
ITA iShares U.S. Aerospace & Defense ETF
-1.15%
-$4,062.05 
EAD Allspring Income Opportunities Fund
-1.05%
-$1,003.6 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.99%
-$2,596.38 
USMV iShares MSCI USA Min Vol Factor ETF
-0.99%
-$4,678.74 
IWM iShares Russell 2000 ETF
-0.95%
-$5,249.75 
WMT Walmart Inc.
-0.91%
-$2,185.92 
JQC Nuveen Credit Strategies Income Fund
-0.86%
-$503.9 
IJR iShares Core S&P Small-Cap ETF
-0.83%
-$3,428.1 
DGRO iShares Core Dividend Growth ETF
-0.81%
-$3,746.61 
IUSV iShares Core S&P U.S. Value ETF
-0.77%
-$2,585.44 
MOAT VanEck Morningstar Wide Moat Fund
-0.75%
-$2,879.84 
IJH iShares Core S&P Mid-Cap ETF
-0.74%
-$3,343.57 
IWD iShares Russell 1000 Value ETF
-0.74%
-$3,278.72 
VUG Vanguard Growth ETF
-0.73%
-$3,644.16 
PMO Putnam Municipal Opportunities Fund
-0.72%
-$938 
SPEM SPDR Portfolio Emerging Markets ETF
-0.72%
-$8,546.25 
IWV ISHARES RUSSELL 3000 ETF
-0.71%
-$4,579.38 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.7%
-$1,510.81 
QUAL iShares MSCI USA Quality Factor ETF
-0.69%
-$1,644.63 
IUSG iShares Core S&P U.S. Growth ETF
-0.68%
-$2,503.89 
TSLA Tesla, Inc.
-0.67%
-$6,414.76 
QQQM Invesco NASDAQ 100 ETF
-0.66%
-$44,063.83 
QQQ Invesco QQQ Trust, Series 1
-0.65%
-$8,291.68 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$2,210.42 
VWO Vanguard FTSE Emerging Markets ETF
-0.65%
-$1,457.99 
AVEM Avantis Emerging Markets Equity ETF
-0.64%
-$56,260.22 
XLI Industrial Select Sector SPDR Fund
-0.62%
-$4,174.28 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.62%
-$14,147 
CVLC Calvert US Large Cap Core Responsible Index Fund
-0.59%
-$1,934.8 
QUS SPDR MSCI USA StrategicFactors ETF
-0.57%
-$2,361.67 
JEPI JPMorgan Equity Premium Income Fund
-0.57%
-$18,248.32 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.56%
-$4,141.29 
MLPX Global X MLP & Energy Infrastructure ETF
-0.54%
-$20,745.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.54%
-$46,292.94 
AAPL Apple Inc.
-0.52%
-$36,407.97 
VYMI Vanguard International High Dividend Yield Index Fund
-0.52%
-$2,646.6 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.52%
-$1,848.24 
CVIE Calvert International Responsible Index ETF
-0.52%
-$1,226.48 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
-0.51%
-$11,068.2 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.5%
-$11,496.6 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.49%
-$1,515.57 
PBUS Invesco MSCI USA ETF
-0.49%
-$1,409.62 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.47%
-$10,089.76 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.47%
-$1,518.42 
MHF Western Asset Municipal High Income Fund
-0.46%
-$450 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.46%
-$1,672.56 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.46%
-$2,578.05 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$5,190 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.45%
-$23,147.04 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.45%
-$1,510.94 
BALI iShares Adaptive Large Cap ETF
-0.44%
-$1,245 
VOO Vanguard S&P 500 ETF
-0.43%
-$3,815.99 
VIG Vanguard Dividend Appreciation ETF
-0.43%
-$5,049 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.42%
-$45,261.7 
VONV Vanguard Russell 1000 Value Index Fund
-0.42%
-$1,828.77 
AVGE FRCL 3 2022Q3 Hb Float
-0.41%
-$1,777.76 
VOE Vanguard Mid-Cap Value ETF
-0.41%
-$2,613.7 
IJUN Innovator International Developed Power Buffer ETF - June
-0.39%
-$2,241.25 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.39%
-$1,137.62 
KAPR Innovator U.S. Small Cap Power Buffer ETF
-0.38%
-$1,362.3 
RWR SPDR Dow Jones REIT ETF
-0.37%
-$892.98 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.37%
-$7,493.58 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.37%
-$1,080.54 
IEMG iShares Core MSCI Emerging Markets ETF
-0.37%
-$1,421.02 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.36%
-$27,824.25 
PCN PIMCO Corporate & Income Strategy Fund
-0.36%
-$399.56 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.35%
-$2,227.55 
IAPR Innovator International Developed Power Buffer ETF
-0.35%
-$877.56 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.35%
-$2,045.1 
VGT Vanguard Information Technology ETF
-0.34%
-$3,443.2 
FLMI Franklin Dynamic Municipal Bond ETF
-0.33%
-$3,313.84 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.33%
-$46,381.1 
PKW Invesco BuyBack Achievers ETF
-0.32%
-$3,340.32 
XLF Financial Select Sector SPDR Fund
-0.32%
-$1,311.84 
IYH iShares U.S. Healthcare ETF
-0.31%
-$704 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.3%
-$9,152.48 
DHY Credit Suisse High Yield Bond Fund
-0.3%
-$660.81 
BUFQ FT Nasdaq Buffer ETF July.
-0.3%
-$1,574.52 
AVDE Avantis International Equity ETF
-0.29%
-$837 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.29%
-$1,356.75 
XYLD Global X S&P 500 Covered Call ETF
-0.29%
-$1,107 
XLK State Street Technology Select Sector SPDR ETF
-0.28%
-$1,361.36 
PFFD Global X U.S. Preferred ETF
-0.28%
-$1,141.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.27%
-$1,259.89 
JMUB JPMorgan Municipal Bond ETF
-0.26%
-$2,481 
JQUA JPMorgan U.S. Quality Factor ETF
-0.26%
-$14,030.36 
FTCS First Trust Capital Strength ETF
-0.26%
-$721.25 
MUB iShares National Muni Bond ETF
-0.25%
-$1,238.38 
BUFF Innovator Laddered Allocation Fund
-0.2%
-$43,906.83 
BALT Inn Defined Wealth Shield Mutual Fund
-0.2%
-$427.21 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.2%
-$1,425.1 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.19%
-$743.1 
VYM Vanguard High Dividend Yield ETF
-0.18%
-$2,592 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
-0.18%
-$486.45 
NAPR Innovator Growth 100 Power Buffer Fund
-0.18%
-$710.05 
VHT Vanguard Health Care ETF
-0.18%
-$1,006.86 
HYBL SPDR Blackstone High Income Fund
-0.16%
-$824.89 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.16%
-$486.71 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.14%
-$363.11 
HYLS FT Tactical High Yield ETF
-0.12%
-$349.7 
CVMC Calvert US Mid-Cap Core Responsible Index Fund
-0.12%
-$329.59 
AVUV Avantis U.S. Small Cap Value ETF
-0.12%
-$13,715.43 
LLY Eli Lilly and Company
-0.11%
-$344.5 
DON WisdomTree U.S. MidCap Dividend Fund
-0.11%
-$1,044.36 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
-0.1%
-$351.81 
XLRE The Real Estate Select Sector SPDR Fund
-0.09%
-$252.88 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.09%
-$1,605.6 
UPS United Parcel Service, Inc.
-0.08%
-$427.84 
VTV Vanguard Value ETF
-0.07%
-$285.67 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$228.84 
MGV Vanguard Mega Cap Value ETF
-0.07%
-$528.77 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.06%
-$167.58 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.05%
-$126.5 
XLV Health Care Select Sector SPDR Fund
-0.05%
-$212.72 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.05%
-$522.57 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.04%
-$6,045.54 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$95.37 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.04%
-$114.14 
EMCB WisdomTree Emerging Markets Corporate Bond Fund
-0.03%
-$62.04 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$136.02 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.02%
-$182.86 
GSY Invesco Ultra Short Duration ETF
-0.02%
-$86.6 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$75.9 
SCHD Schwab U.S. Dividend Equity ETF
-0.01%
-$51.99 Events
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Dividends
Dividend Analysis
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| Trades 2940 | Longs Won 1799/2940 61% | Profit Factor 3.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $126,270.84 |
| Average Win $44,288.03 | Best Trade (Sep 18) $3.08M | Sharpe Ratio -9.66 |
| Average Loss -$17,656.37 | Worst Trade (Sep 30) -$538,706.24 | Z-Score 5.25 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 4w | Expectancy $20,247.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,514 | 12,162 | 10,811 | 9,459 | 8,108 | 6,757 | 5,405 | 4,054 | 2,703 | 1,351 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,924 | $3.37M | $6.93M | - | $3.57M | 105.96% | -0.522% |
| AFL Aflac Inc. | 3,900 | $202,478.3 | $458,386.5 | - | $255,908.2 | 126.39% | +0.449% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 18,090 | $425,986 | $463,646.7 | - | $37,660.7 | 8.84% | -0.292% |
| AMZN Amazon.com Inc | 1,529 | $353,472.74 | $379,834.18 | - | $26,361.44 | 7.46% | -2.019% |
| AVDE Avantis International Equity ETF | 3,100 | $257,757.64 | $284,766 | - | $27,008.36 | 10.48% | -0.293% |
| AVEM Avantis Emerging Markets Equity ETF | 94,555 | $6.49M | $8.75M | - | $2.26M | 34.87% | -0.639% |
| AVGE FRCL 3 2022Q3 Hb Float | 4,336 | $351,659.32 | $431,518.72 | - | $79,859.4 | 22.71% | -0.41% |
| AVUV Avantis U.S. Small Cap Value ETF | 91,438 | $7.83M | $11.33M | - | $3.49M | 44.58% | -0.121% |
| BALI iShares Adaptive Large Cap ETF | 8,300 | $280,789 | $283,528 | - | $2,739 | 0.98% | -0.437% |
| BALT Inn Defined Wealth Shield Mutual Fund | 6,103 | $204,511.53 | $211,652.04 | - | $7,140.51 | 3.49% | -0.201% |
| BND Vanguard Total Bond Market Index Fund | 6,801 | $547,619.94 | $483,891.15 | - | -$63,728.79 | -11.64% | -0.028% |
| BNO United States Brent Oil Fund, LP | 5,558 | $226,155.02 | $353,322.06 | - | $127,167.04 | 56.23% | +2.268% |
| BRK-B Berkshire Hathaway Inc. | 894 | $416,027.37 | $461,679.48 | - | $45,652.11 | 10.97% | +0.285% |
| BSV Vanguard Short-Term Bond ETF | 3,179 | $249,265.39 | $243,797.51 | - | -$5,467.88 | -2.19% | -0.039% |
| BUFF Innovator Laddered Allocation Fund | 399,153 | $19.66M | $21.37M | - | $1.71M | 8.7% | -0.205% |
| BUFQ FT Nasdaq Buffer ETF July. | 13,121 | $473,879.8 | $519,066.76 | - | $45,186.96 | 9.54% | -0.302% |
| CORN Teucrium Corn Fund | 3,288 | $60,455.92 | $65,875.08 | - | $5,419.16 | 8.96% | +0.075% |
| CVIE Calvert International Responsible Index ETF | 2,826 | $192,817.98 | $235,971 | - | $43,153.02 | 22.38% | -0.517% |
| CVLC Calvert US Large Cap Core Responsible Index Fund | 3,455 | $253,393.15 | $326,739.35 | - | $73,346.2 | 28.95% | -0.589% |
| CVMC Calvert US Mid-Cap Core Responsible Index Fund | 3,544 | $201,373.07 | $266,260.72 | - | $64,887.65 | 32.22% | -0.124% |
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FAQ
Which stocks have generated the highest profits for Sandra Stickney?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Growth ETF - $2.5M, SPDR Portfolio S&P 500 Value ETF - $2.36M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $1.68M, Invesco NASDAQ 100 ETF - $1.67M, and Apple Inc - $1.57M. 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: Invesco WilderHill Clean Energy ETF - $556,670.76, First Trust TCW Opportunistic Fixed Income Fund - $393,193.5, ARK Innovation ETF Fund - $302,624.75, First Trust International Equity Opportunities Fund - $275,609.51, and Vanguard S&P Small-Cap 600 Value ETF - $275,419.58. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sandra Stickney's portfolio generate?
The portfolio generates substantial dividend income, with a total of $29.17M earned over time. The largest contributors to dividend income include Global X U.S. Preferred ETF - $1.66M, WisdomTree U.S. High Yield Corporate Bond Fund - $1.2M, SPDR Nuveen ICE High Yield Municipal Bond ETF - $1.12M, SPDR Portfolio Developed World ex-US ETF - $890,079.62, and Global X Nasdaq 100 Covered Call ETF - $805,306.39. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sandra Stickney's monthly returns?
Sandra Stickney'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 Sandra Stickney's strategy be considered aggressive or moderate?
Sandra Stickney'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 Sandra Stickney's strategy?
Sandra Stickney'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.
