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:
49.13%
Gain -0.3%
Monthly
1.04%
Yearly
13.2%
Drawdown
14.63%
$454.35M
Equity
Holdings
$454.35M
Investment
$407.2M
$136.9M
Profit -$1.07M
Realized
$89.75M
Unrealized
$47.16M
Dividends
$27.8M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.3%
Profit
-$1.07M
Win %
68%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$1.07M
Win %
68%
This Month
Compared to last month
Gain
-1.29%
Profit
-$5.94M
Win %
68%
This Year
Compared to last year
Gain
1.39%
Profit
$6.21M
Win %
68%
EVCM Evercommerce Inc.
+20.21%
+$21,694.12 
FTNT Fortinet Inc.
+9.04%
+$28,629.39 
IGV iShares Expanded Tech-Software Sector ETF
+5.18%
+$197,535.45 
PLTR Palantir Technologies Inc.
+4.13%
+$18,954.13 
ADP Automatic Data Processing Inc.
+3.12%
+$25,982.88 
GOOGL Alphabet Inc
+3.08%
+$31,988.16 
GOOG Alphabet Inc
+2.97%
+$188,233.91 
META Meta Platforms Inc Class A
+2.91%
+$21,070.74 
IBM International Business Machines Corporation
+2.73%
+$12,011.78 
SOLV Solventum Corporation
+2.58%
+$6,334.78 
SYK Stryker Corporation
+2.43%
+$9,720.57 
IBIT iShares Bitcoin Trust
+2.4%
+$44,286.9 
DJT Trump Media & Technology Group Corp.
+2.36%
+$3,425.36 
MO Altria Group, Inc.
+2.3%
+$15,444.24 
MSFT Microsoft Corp.
+2.27%
+$212,443.55 
WMT Walmart Inc.
+2.27%
+$25,186.95 
HOOD Robinhood Markets, Inc.
+2.16%
+$5,175.9 
UPS United Parcel Service, Inc.
+2.05%
+$6,491.06 
LLY Eli Lilly and Company
+2.04%
+$5,879.31 
MCD McDonald's Corporation
+2.02%
+$114,612.3 
TGT Target Corporation
+1.96%
+$12,564.36 
MNST Monster Beverage Corporation
+1.67%
+$5,826.41 
COST Costco Wholesale Corporation
+1.58%
+$25,984.08 
ORLY O'Reilly Automotive Inc.
+1.56%
+$11,230.02 
KOD Kodiak Sciences Inc.
+1.35%
+$38,607.56 
WTRG Essential Utilities Inc.
+1.27%
+$4,456.4 
CBU Community Bank System, Inc.
+1.25%
+$3,251.82 
IDXX IDEXX Laboratories, Inc.
+1.15%
+$2,474.47 
KO The Coca-Cola Company
+1.1%
+$106,090.84 
V Visa Inc. Class A
+1.05%
+$83,737.94 
CASY Casey's General Stores Inc.
+0.94%
+$5,548.8 
UBSI United Bankshares, Inc.
+0.89%
+$3,956.39 
ORI Old Republic International Corp.
+0.88%
+$2,054.52 
IHG Intercontinental Hotels Group PLC ADR
+0.86%
+$2,532.32 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
+0.79%
+$3,291.26 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$20,912.22 
JNJ Johnson & Johnson
+0.58%
+$48,599.24 
AAPL Apple Inc.
+0.55%
+$50,687.62 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.55%
+$2,077.31 
PG Procter & Gamble Co
+0.52%
+$34,404.6 
WBD Warner Bros. Discovery, Inc.
+0.34%
+$755.44 
ATO Atmos Energy Corporation
+0.33%
+$641.83 
FDX FedEx Corporation
+0.27%
+$605.64 
KDP Keurig Dr Pepper Inc.
+0.2%
+$721.11 
FEOE First Eagle Overseas Equity ETF
+0.2%
+$39,151.42 
UNP Union Pacific Corporation
+0.18%
+$728.01 
CAH Cardinal Health Inc.
+0.1%
+$241.03 
XOVR ERShares Private-Public Crossover ETF
+0.1%
+$1,482.78 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$61,261.8 
PEP PepsiCo, Inc.
+0.07%
+$514.92 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.06%
+$1,029.4 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.05%
+$100.52 
IBMO iShares iBonds Dec 2026 Term ETF
+0.02%
+$376.07 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$365.32 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$4,170.09 
SHV iShares Short Treasury Bond ETF
0%
+$100.66 
EA Electronic Arts Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
LITE Lumentum Holdings Inc.
-9.93%
-$29,630.44 
GEV GE Vernova Inc.
-8.66%
-$19,481.5 
VRT Vertiv Holdings Co
-7.17%
-$23,978.5 
CEG Constellation Energy Corporation
-6.79%
-$20,190.96 
MRVL Marvell Technology, Inc.
-6.59%
-$12,767.41 
INTC Intel Corporation
-5.3%
-$29,036.97 
AVGO Broadcom Inc.
-4.79%
-$19,277.15 
MU Micron Technology, Inc.
-4.76%
-$40,990.96 
SNDK SanDisk Corporation
-4.42%
-$13,127.66 
CAT Caterpillar Inc.
-4.15%
-$10,638.87 
AMD Advanced Micro Devices, Inc.
-3.9%
-$42,223.1 
SILJ Amplify Junior Silver Miners ETF
-3.64%
-$79,730.19 
GDXJ VanEck Junior Gold Miners ETF
-3.51%
-$171,912.4 
AGQ ProShares Ultra Silver
-3.41%
-$16,204.7 
HPQ HP Inc.
-3.34%
-$14,621.72 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-3.29%
-$53,934.38 
GDX VanEck Gold Miners ETF
-3.1%
-$141,364.56 
NVDA NVIDIA Corporation
-2.85%
-$253,777.45 
AIRR First Trust RBA American Industrial Renaissance ETF
-2.3%
-$234,823.3 
PSLV Sprott Physical Silver Trust
-2.1%
-$200,502.72 
WFC Wells Fargo & Company
-1.94%
-$30,376.5 
NDSN Nordson Corporation
-1.81%
-$14,213.62 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$16,561.02 
JPM JPMorgan Chase & Co.
-1.72%
-$9,504.74 
SLV iShares Silver Trust
-1.72%
-$281,345 
MMM 3M Company
-1.7%
-$32,753.36 
XEL Xcel Energy Inc.
-1.66%
-$23,615 
CSCO Cisco Systems, Inc.
-1.65%
-$4,623.15 
KNF Knife River Corporation
-1.56%
-$2,565 
PHYS Sprott Physical Gold Trust
-1.45%
-$11,521.55 
TSLA Tesla, Inc.
-1.4%
-$34,365.44 
GLD SPDR Gold Shares
-1.35%
-$21,320.9 
XLU Utilities Select Sector SPDR Fund
-1.33%
-$8,210.58 
GPRO GoPro Inc.
-1.31%
-$284.17 
ADMA Adma Biologics Inc.
-1.3%
-$1,359.84 
SPCX Space Exploration Technologies Corp. Class A
-1.29%
-$94,653.76 
AMZN Amazon.com Inc
-1.22%
-$97,858.1 
CTVA Corteva Inc.
-1.22%
-$4,990.73 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$2,640.62 
SCHF Schwab International Equity ETF
-1.12%
-$2,309.58 
FEZ SPDR Euro Stoxx 50 ETF
-1.11%
-$2,714.05 
WCMI First Trust WCM International Equity ETF
-1.02%
-$3,094.89 
FE FirstEnergy Corp.
-0.98%
-$10,968.3 
AEE Ameren Corporation
-0.97%
-$11,205.72 
CVX Chevron Corporation
-0.94%
-$5,246.09 
EXC Exelon Corporation
-0.9%
-$14,713.14 
XOM Exxon Mobil Corporation
-0.85%
-$6,534.89 
AEP American Electric Power Company, Inc.
-0.85%
-$14,082.6 
GPC Genuine Parts Company
-0.83%
-$3,458.73 
EVRG Evergy Inc.
-0.74%
-$9,505.51 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$2,518.04 
NEE NextEra Energy, Inc.
-0.69%
-$2,654.49 
PNW Pinnacle West Capital Corporation
-0.68%
-$8,425.92 
CGBL Capital Group Core Balanced ETF
-0.65%
-$8,904.28 
LIN Linde plc
-0.58%
-$7,171.2 
QQQM Invesco NASDAQ 100 ETF
-0.57%
-$9,261.84 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$258,116.16 
XLG Invesco S&P 500 Top 50 ETF
-0.52%
-$21,992.78 
CMS CMS Energy Corporation
-0.52%
-$5,838.7 
LNT Alliant Energy Corporation
-0.51%
-$6,754.95 
SO The Southern Company
-0.43%
-$3,214.87 
DUK Duke Energy Corporation
-0.43%
-$5,525.34 
TOPT iShares Top 20 U.S. Stocks ETF
-0.4%
-$5,475.47 
WEC WEC Energy Group Inc.
-0.39%
-$4,423.08 
DFUS Dimensional U.S. Equity Market ETF
-0.38%
-$3,584 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$1,932.53 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$1,683.77 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$13,057.28 
VOO Vanguard S&P 500 ETF
-0.33%
-$3,259.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$21,591.15 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.32%
-$7,147.92 
CSX CSX Corporation
-0.32%
-$1,993.14 
IWV ISHARES RUSSELL 3000 ETF
-0.31%
-$940.95 
WELL Welltower Inc.
-0.3%
-$689.41 
CGGR Capital Group Growth ETF
-0.3%
-$2,357.18 
OEF iShares S&P 100 ETF
-0.29%
-$12,490.24 
CTAS Cintas Corporation
-0.29%
-$4,100.6 
SCHX Schwab U.S. Large-Cap ETF
-0.28%
-$8,092.51 
ASB Associated Banc-Corp
-0.25%
-$6,738.75 
EMPB Efficient Market Portfolio Plus ETF
-0.21%
-$2,098.15 
PRF Invesco FTSE RAFI US 1000 ETF
-0.19%
-$1,074.26 
VUG Vanguard Growth ETF
-0.16%
-$386.81 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.15%
-$1,550.3 
WAT Waters Corporation
-0.1%
-$241.23 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
-0.08%
-$169.2 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.06%
-$1,130.91 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.03%
-$54.91 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
-0.02%
-$55 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$41.31 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.02%
-$94.28 
REG Regency Centers Corporation
-0.01%
-$77.97 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$36.77 Events
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Dividends
Dividend Analysis
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| Trades 1756 | Longs Won 1063/1756 60% | Profit Factor 4.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $518,064.98 |
| Average Win $161,043.1 | Best Trade (Mar 31) $10.42M | Sharpe Ratio -9.74 |
| Average Loss -$49,473.04 | Worst Trade (Aug 06) -$3.03M | Z-Score -3.72 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 1d | Expectancy $77,963.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,174 | 8,257 | 7,339 | 6,422 | 5,505 | 4,587 | 3,670 | 2,752 | 1,835 | 917 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 27,698 | $6.21M | $9.25M | - | $3.05M | 49.13% | +0.551% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 10,052 | $204,859.66 | $208,076.4 | - | $3,216.74 | 1.57% | +0.048% |
| ADMA Adma Biologics Inc. | 11,332 | $101,797.13 | $103,234.52 | - | $1,437.39 | 1.41% | -1.3% |
| ADP Automatic Data Processing Inc. | 3,108 | $801,235.6 | $859,734.96 | - | $58,499.36 | 7.3% | +3.116% |
| AEE Ameren Corporation | 10,986 | $1.21M | $1.14M | - | -$69,149.57 | -5.71% | -0.972% |
| AEP American Electric Power Company, Inc. | 13,412 | $1.4M | $1.64M | - | $235,636.54 | 16.78% | -0.851% |
| AGQ ProShares Ultra Silver | 6,185 | $582,351.52 | $458,741.45 | - | -$123,610.07 | -21.23% | -3.412% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 95,263 | $12.69M | $9.99M | - | -$2.71M | -21.33% | -2.298% |
| AMD Advanced Micro Devices, Inc. | 2,097 | $297,564.28 | $1.04M | - | $742,537.23 | 249.54% | -3.901% |
| AMZN Amazon.com Inc | 31,165 | $5.94M | $7.9M | - | $1.96M | 33.07% | -1.223% |
| ASB Associated Banc-Corp | 89,850 | $1.62M | $2.69M | - | $1.08M | 66.66% | -0.25% |
| ATO Atmos Energy Corporation | 1,211 | $223,369.23 | $198,264.92 | - | -$25,104.31 | -11.24% | +0.325% |
| AVGO Broadcom Inc. | 1,113 | $420,504 | $383,617.71 | - | -$36,886.29 | -8.77% | -4.785% |
| AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF | 5,500 | $203,555 | $229,955 | - | $26,400 | 12.97% | -0.024% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 222,603 | $20.39M | $20.37M | - | -$24,351.64 | -0.12% | 0.0 |
| BND Vanguard Total Bond Market Index Fund | 2,754 | $202,200 | $196,098.57 | - | -$6,101.43 | -3.02% | -0.021% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 3,771 | $429,366.19 | $445,600.21 | - | $16,234.02 | 3.78% | -0.021% |
| BRK-B Berkshire Hathaway Inc. | 1,806 | $689,528.57 | $905,167.2 | - | $215,638.63 | 31.27% | -1.797% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 11,970 | $233,773.12 | $234,073.35 | - | $300.23 | 0.13% | 0.0 |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 11,839 | $232,335.26 | $232,162.79 | - | -$172.47 | -0.07% | 0.0 |
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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 - $13.13M, Principal Financial Group, Inc - $9.01M, Invesco QQQ Trust, Series 1 - $8.23M, 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, MongoDB Inc - $693,651.15, iShares Ethereum Trust - $647,970.37, and United Parcel Service, Inc - $564,929.32. 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 $27.8M earned over time. The largest contributors to dividend income include ProShares Short S&P500 - $4.89M, iShares 0-3 Month Treasury Bond ETF - $3.87M, SPDR Bloomberg 1-3 Month T-Bill ETF - $3.74M, Vanguard Total Bond Market Index Fund - $1.6M, and VANGUARD TOTAL STOCK MKT ETF - $1.16M. 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.
