MLG
Mary L. Gibbons Portfolio
Invests via RIA Advisory Group LLC | Managed by Mary Louise Gibbons, Brian Lee Vestal, Jeffrey Lawrence Gibbons, Dana Gene Rausch, Christopher John Hanson
Invests via RIA Advisory Group LLC
Managed by Mary Louise Gibbons, Brian Lee Vestal, Jeffrey Lawrence Gibbons, Dana Gene Rausch, Christopher John Hanson
Automatically Tracked
Mary L. Gibbons Profile
With a robust background in strategic leadership and innovation, Mary L. Gibbons stands out as a formidable figure in the corporate landscape. She has held pivotal roles across various industries, spearheading initiatives that drive operational excellence and market growth. Her insights into organizational dynamics have facilitated transformative changes within firms, enhancing efficiency and stakeholder value. Gibbons' influence extends to mentorship, where she fosters talent development among emerging leaders, ensuring sustained success for future generations. As an advocate for ethical business practices, her contributions resonate well beyond the organizations she serves.
With a robust background in strategic leadership and innovation, Mary L. Gibbons stands out as a formidable figure in the corporate landscape. She has held pivotal roles across various industries, spearheading initiatives that drive operational excellence and market growth. Her insights into organizational dynamics have facilitated transformative changes within firms, enhancing efficiency and stakeholder value. Gibbons' influence extends to mentorship, where she fosters talent development among emerging leaders, ensuring sustained success for future generations. As an advocate for ethical business practices, her contributions resonate well beyond the organizations she serves.
Investment Philosophy & Strategy
Mary L. Gibbons leverages her extensive experience in strategic leadership to identify and capitalize on innovative investment opportunities. Her entrepreneurial mindset allows for a keen focus on transformative initiatives that enhance organizational performance while fostering sustainable growth. Emphasizing ethical business practices, she adopts a holistic approach to decision-making, aligning operational efficiencies with market demands. This perspective enables her to navigate competitive landscapes adeptly, cultivating an environment where emerging talent can thrive under her guidance.
Mary L. Gibbons leverages her extensive experience in strategic leadership to identify and capitalize on innovative investment opportunities. Her entrepreneurial mindset allows for a keen focus on transformative initiatives that enhance organizational performance while fostering sustainable growth. Emphasizing ethical business practices, she adopts a holistic approach to decision-making, aligning operational efficiencies with market demands. This perspective enables her to navigate competitive landscapes adeptly, cultivating an environment where emerging talent can thrive under her guidance.
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:
39.29%
Gain +0.66%
Monthly
0.95%
Yearly
12.02%
Drawdown
14.62%
$441.85M
Equity
Holdings
$441.85M
Investment
$407.2M
$116.83M
Profit +$2.28M
Realized
$82.17M
Unrealized
$34.66M
Dividends
$26.43M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.66%
Profit
$2.28M
Win %
65%
This Week
Compared To Last Week
Gain
0.24%
Profit
$1.04M
Win %
65%
This Month
Compared to last month
Gain
-1.39%
Profit
-$6.23M
Win %
65%
This Year
Compared to last year
Gain
-1.4%
Profit
-$6.29M
Win %
67%
SYK Stryker Corporation
+3.15%
+$14,137.7 
SPCX Space Exploration Technologies Corp. Class A
+2.58%
+$144,279.68 
EXC Exelon Corporation
+1.24%
+$21,881.08 
VRT Vertiv Holdings Co
+0.96%
+$3,744 
CTAS Cintas Corporation
+0.94%
+$13,362.3 
WBD Warner Bros. Discovery, Inc.
+0.39%
+$795.2 
CTVA Corteva Inc.
+0.28%
+$1,217.25 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.08%
+$1,461.3 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.08%
+$169.2 
GPRO GoPro Inc.
+0.01%
+$1.57 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$4,170.09 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
0%
$0 
ADMA Adma Biologics Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
$0 
AEE Ameren Corporation
0%
$0 
AEP American Electric Power Company, Inc.
0%
-$0.09 
AGQ ProShares Ultra Silver
0%
$0 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
ASB Associated Banc-Corp
0%
$0 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CASY Casey's General Stores Inc.
0%
+$0.01 
CAT Caterpillar Inc.
0%
$0 
CBU Community Bank System, Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
+$0.01 
CGBL Capital Group Core Balanced ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
$0 
CMS CMS Energy Corporation
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
+$0.06 
DJT Trump Media & Technology Group Corp.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EVCM Evercommerce Inc.
0%
$0 
EVRG Evergy Inc.
0%
$0 
FE FirstEnergy Corp.
0%
$0 
FEOE First Eagle Overseas Equity ETF
0%
$0 
FEZ SPDR Euro Stoxx 50 ETF
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GEV GE Vernova Inc.
0%
-$0.01 
GOOG Alphabet Inc
0%
$0 
GPC Genuine Parts Company
0%
$0 
HOOD Robinhood Markets, Inc.
0%
$0 
HPQ HP Inc.
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IBMO iShares iBonds Dec 2026 Term ETF
0%
$0 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
0%
$0 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
IGV iShares Expanded Tech-Software Sector ETF
0%
+$0.11 
IHG Intercontinental Hotels Group PLC ADR
0%
+$0.02 
INTC Intel Corporation
0%
$0 
IWV ISHARES RUSSELL 3000 ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KDP Keurig Dr Pepper Inc.
0%
$0 
KNF Knife River Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
KOD Kodiak Sciences Inc.
0%
$0 
LIN Linde plc
0%
-$0.03 
LITE Lumentum Holdings Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LNT Alliant Energy Corporation
0%
$0 
MMM 3M Company
0%
$0 
MO Altria Group, Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
-$0.01 
MSFT Microsoft Corp.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NDSN Nordson Corporation
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
OEF iShares S&P 100 ETF
0%
-$0.11 
ORI Old Republic International Corp.
0%
$0 
PEP PepsiCo, Inc.
0%
+$0.06 
PHYS Sprott Physical Gold Trust
0%
$0 
PNW Pinnacle West Capital Corporation
0%
$0 
PRF Invesco FTSE RAFI US 1000 ETF
0%
$0 
PSLV Sprott Physical Silver Trust
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
REG Regency Centers Corporation
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
SIL Global X Silver Miners UCITS ETF USD Accumulating
0%
$0 
SILJ Amplify Junior Silver Miners ETF
0%
$0 
SLV iShares Silver Trust
0%
$0 
SNDK SanDisk Corporation
0%
$0 
SO The Southern Company
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
TOPT iShares Top 20 U.S. Stocks ETF
0%
$0 
TSLA Tesla, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UBSI United Bankshares, Inc.
0%
$0 
UNP Union Pacific Corporation
0%
$0 
V Visa Inc. Class A
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.02 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
+$0.02 
WAT Waters Corporation
0%
$0 
WCMI First Trust WCM International Equity ETF
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WMT Walmart Inc.
0%
$0 
WTRG Essential Utilities Inc.
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
XOVR ERShares Private-Public Crossover ETF
0%
-$0.07 
GOOGL Alphabet Inc
-7.13%
-$74,761.59 
AMZN Amazon.com Inc
-4.57%
-$348,736.66 
META Meta Platforms Inc Class A
-3.36%
-$23,577.31 
GDXJ VanEck Junior Gold Miners ETF
-2.94%
-$115,650.16 
TGT Target Corporation
-2.49%
-$14,124.64 
MNST Monster Beverage Corporation
-2.21%
-$8,473.76 
GLD SPDR Gold Shares
-2%
-$30,118.8 
QQQM Invesco NASDAQ 100 ETF
-1.87%
-$29,990.78 
FDX FedEx Corporation
-1.68%
-$3,893.39 
NVDA NVIDIA Corporation
-1.56%
-$134,857.72 
PG Procter & Gamble Co
-1.52%
-$103,441.63 
AAPL Apple Inc.
-1.3%
-$117,162.54 
SPY SPDR S&P 500 ETF Trust
-1.24%
-$46,712.88 
VOO Vanguard S&P 500 ETF
-1.23%
-$11,830.14 
SCHX Schwab U.S. Large-Cap ETF
-1.19%
-$33,322.1 
AVGO Broadcom Inc.
-1.09%
-$4,830.42 
SCHF Schwab International Equity ETF
-0.99%
-$1,979.64 
PLTR Palantir Technologies Inc.
-0.96%
-$3,291.6 
SOLV Solventum Corporation
-0.52%
-$1,121.2 
ORLY O'Reilly Automotive Inc.
-0.48%
-$3,533.04 
MCD McDonald's Corporation
-0.29%
-$17,304.43 
ATO Atmos Energy Corporation
-0.24%
-$520.73 
COST Costco Wholesale Corporation
-0.14%
-$2,265 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
-0.12%
-$497.12 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.03%
-$54.91 
UPS United Parcel Service, Inc.
0%
-$15.76 
EMPB Efficient Market Portfolio Plus ETF
0%
-$14.57 Events
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Dividends
Dividend Analysis
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| Trades 1756 | Longs Won 949/1756 54% | Profit Factor 4.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $484,621.21 |
| Average Win $154,434.45 | Best Trade (Mar 31) $10.42M | Sharpe Ratio -9.84 |
| Average Loss -$36,841.01 | Worst Trade (Jul 30) -$2.82M | Z-Score -10.18 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 5d | Expectancy $66,530.52 |
| 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 | 12,048 | 10,843 | 9,639 | 8,434 | 7,229 | 6,024 | 4,819 | 3,614 | 2,410 | 1,205 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Mary L. Gibbons?
The largest contributions to the portfolio's profits come from the following stocks: iShares Silver Trust - $15.25M, VANGUARD TOTAL STOCK MKT ETF - $13.22M, Principal Financial Group, Inc - $9.03M, Invesco QQQ Trust, Series 1 - $8.21M, and iShares S&P 100 ETF - $6.71M. 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: IsoRay Inc - $1.27M, Marathon Petroleum Corporation - $984,623.12, iShares Ethereum Trust - $647,970.37, United Parcel Service, Inc - $570,096.96, and iShares 20+ Year Treasury Bond ETF - $550,479.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mary L. Gibbons's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.43M earned over time. The largest contributors to dividend income include ProShares Short S&P500 - $4.11M, SPDR Bloomberg 1-3 Month T-Bill ETF - $3.62M, iShares 0-3 Month Treasury Bond ETF - $3.61M, Vanguard Total Bond Market Index Fund - $1.6M, and VANGUARD TOTAL STOCK MKT ETF - $1.25M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mary L. Gibbons's monthly returns?
Mary L. Gibbons's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Mary L. Gibbons's strategy be considered aggressive or moderate?
Mary L. Gibbons's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Mary L. Gibbons's strategy?
Mary L. Gibbons's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
