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:
33.5%
Gain +0.5%
Monthly
0.82%
Yearly
10.3%
Drawdown
11.38%
$441.27M
Equity
Holdings
$441.27M
Investment
$374.08M
$127.43M
Profit +$2.33M
Realized
$60.24M
Unrealized
$67.19M
Dividends
$25.56M
Goals
Avg. 28% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.5%
Profit
$2.33M
Win %
71%
This Week
Compared To Last Week
Gain
-2.19%
Profit
-$9.87M
Win %
71%
This Month
Compared to last month
Gain
-2.57%
Profit
-$11.63M
Win %
71%
This Year
Compared to last year
Gain
-8.84%
Profit
-$31.33M
Win %
71%
AXTI AXT, Inc.
+10.01%
+$81,513.64 
INTC Intel Corporation
+6.48%
+$101,549.26 
AMD Advanced Micro Devices, Inc.
+4.75%
+$76,947.75 
SILJ Amplify Junior Silver Miners ETF
+3.34%
+$63,096.88 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+3.26%
+$43,798.15 
GDXJ VanEck Junior Gold Miners ETF
+3.19%
+$125,502.64 
GDX VanEck Gold Miners ETF
+2.98%
+$108,796.4 
CEG Constellation Energy Corporation
+2.85%
+$7,344.53 
VZ Verizon Communications Inc.
+2.46%
+$5,489.72 
JPM JPMorgan Chase & Co.
+2.3%
+$10,129.86 
HPQ HP Inc.
+2.23%
+$6,802.95 
CAG Conagra Brands Inc.
+2.16%
+$10,442.32 
SYK Stryker Corporation
+2.09%
+$12,192.18 
ASB Associated Banc-Corp
+2.06%
+$53,460.75 
TGT Target Corporation
+1.94%
+$11,113.7 
TSLA Tesla, Inc.
+1.88%
+$48,887.64 
TSEM Tower Semiconductor Ltd.
+1.77%
+$11,445.42 
VRT Vertiv Holdings Co
+1.64%
+$6,332.55 
WFC Wells Fargo & Company
+1.62%
+$23,195.62 
IHG Intercontinental Hotels Group PLC ADR
+1.59%
+$5,004.2 
UNP Union Pacific Corporation
+1.58%
+$6,188 
LIN Linde plc
+1.58%
+$19,658.34 
EXC Exelon Corporation
+1.54%
+$26,107.2 
KDP Keurig Dr Pepper Inc.
+1.54%
+$5,399.04 
UBSI United Bankshares, Inc.
+1.49%
+$6,367.68 
CAT Caterpillar Inc.
+1.49%
+$4,172.29 
GPC Genuine Parts Company
+1.46%
+$4,686.82 
AGQ ProShares Ultra Silver
+1.43%
+$4,019.2 
PSLV Sprott Physical Silver Trust
+1.43%
+$138,617.01 
QLD ProShares Ultra QQQ
+1.41%
+$26,829.4 
KNF Knife River Corporation
+1.36%
+$2,944.77 
NEE NextEra Energy, Inc.
+1.3%
+$4,480.77 
EVRG Evergy Inc.
+1.26%
+$15,286.96 
CBU Community Bank System, Inc.
+1.25%
+$3,432.52 
XEL Xcel Energy Inc.
+1.21%
+$15,297.85 
CAH Cardinal Health Inc.
+1.21%
+$3,244.05 
SSO ProShares Ultra S&P500
+1.11%
+$16,530.85 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$5,404.09 
JNJ Johnson & Johnson
+1.05%
+$77,102.5 
V Visa Inc. Class A
+1.05%
+$70,677.99 
ATO Atmos Energy Corporation
+1.03%
+$2,062.16 
WTRG Essential Utilities Inc.
+1.02%
+$3,266.1 
ORLY O'Reilly Automotive Inc.
+1.02%
+$11,756.68 
PNW Pinnacle West Capital Corporation
+1.01%
+$12,549.52 
ORI Old Republic International Corp.
+0.93%
+$2,033.44 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$3,111.16 
PRF Invesco FTSE RAFI US 1000 ETF
+0.92%
+$5,216.05 
NDSN Nordson Corporation
+0.9%
+$3,570.72 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$25,477.95 
MNST Monster Beverage Corporation
+0.87%
+$3,772 
PG Procter & Gamble Co
+0.85%
+$56,260.39 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$2,705.54 
SO The Southern Company
+0.8%
+$6,357.09 
SLV iShares Silver Trust
+0.77%
+$130,550.49 
CVX Chevron Corporation
+0.75%
+$2,584.38 
FE FirstEnergy Corp.
+0.75%
+$7,771.75 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$3,716.41 
MO Altria Group, Inc.
+0.72%
+$4,815.77 
AEE Ameren Corporation
+0.71%
+$7,769.3 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$5,209.27 
COST Costco Wholesale Corporation
+0.68%
+$11,555.1 
LNT Alliant Energy Corporation
+0.68%
+$9,068.43 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$9,854.48 
DUK Duke Energy Corporation
+0.64%
+$7,978.62 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$7,117.72 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$369,066.88 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.62%
+$2,448.12 
GGG Graco Inc.
+0.62%
+$1,304.56 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
+0.61%
+$2,569.11 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$273,608.08 
AEP American Electric Power Company, Inc.
+0.59%
+$10,057.08 
VOO Vanguard S&P 500 ETF
+0.58%
+$1,764.58 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$90,411.81 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$2,931.32 
IWV ISHARES RUSSELL 3000 ETF
+0.56%
+$1,635.61 
GOOGL Alphabet Inc
+0.53%
+$5,126.44 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$1,265.22 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$2,771.86 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$12,405.54 
GOOG Alphabet Inc
+0.45%
+$28,995.02 
CSX CSX Corporation
+0.43%
+$2,079.32 
WMT Walmart Inc.
+0.41%
+$9,239 
PEP PepsiCo, Inc.
+0.38%
+$2,792.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$785.25 
WEC WEC Energy Group Inc.
+0.33%
+$3,668.55 
CGBL Capital Group Core Balanced ETF
+0.32%
+$4,230.12 
FEOE First Eagle Overseas Equity ETF
+0.3%
+$20,735.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$6,575.43 
MMM 3M Company
+0.29%
+$5,361.3 
XOM Exxon Mobil Corporation
+0.29%
+$2,164.05 
OEF iShares S&P 100 ETF
+0.27%
+$114,184.46 
KOD Kodiak Sciences Inc.
+0.27%
+$7,620.48 
ADP Automatic Data Processing Inc.
+0.23%
+$2,227.68 
OCTW AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.22%
+$495 
PHYS Sprott Physical Gold Trust
+0.2%
+$1,591.79 
EXPD Expeditors International of Washington, Inc.
+0.17%
+$783.72 
CGGR Capital Group Growth ETF
+0.15%
+$1,148.14 
IBMO iShares iBonds Dec 2026 Term ETF
+0.14%
+$2,076.48 
NVDA NVIDIA Corporation
+0.14%
+$10,829.41 
XLG Invesco S&P 500 Top 50 ETF
+0.13%
+$5,252.32 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.12%
+$1,581.18 
MSFT Microsoft Corp.
+0.1%
+$7,400.8 
KO The Coca-Cola Company
+0.1%
+$8,575.44 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.07%
+$162.43 
GLD SPDR Gold Shares
+0.06%
+$904.55 
FDX FedEx Corporation
+0.05%
+$221.04 
ORCL Oracle Corporation
+0.05%
+$971.26 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.04%
+$561.39 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$224.35 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$11,974.29 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,980.03 
SHV iShares Short Treasury Bond ETF
+0.03%
+$1,667.28 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
EMPB
0%
$0 
DJT Trump Media & Technology Group Corp.
-5.46%
-$7,601.4 
RUM Rumble Inc.
-5.04%
-$4,425.1 
CTAS Cintas Corporation
-3.08%
-$32,412.8 
EVCM Evercommerce Inc.
-2.87%
-$4,753.35 
PLTR Palantir Technologies Inc.
-2.35%
-$33,519.66 
GPRO GoPro Inc.
-1.78%
-$218.23 
AAPL Apple Inc.
-1.52%
-$117,603 
MU Micron Technology, Inc.
-1.42%
-$8,794.7 
ADMA Adma Biologics Inc.
-1.32%
-$1,194.16 
AMZN Amazon.com Inc
-1.23%
-$90,978.56 
SDS ProShares UltraShort S&P500
-1.02%
-$3,531 
IBM International Business Machines Corporation
-0.97%
-$5,147.78 
REGCO Regency Centers Corporation - 5.875% Series B Cumulative Redeemable Preferred Stock
-0.63%
-$2,063.01 
CSCO Cisco Systems, Inc.
-0.6%
-$4,042.01 
UPS United Parcel Service, Inc.
-0.52%
-$2,103.49 
WK Workiva Inc.
-0.35%
-$584.8 
DIS The Walt Disney Company
-0.31%
-$751.44 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$1,081.92 
META Meta Platforms Inc Class A
-0.26%
-$1,882.1 
IGV iShares Expanded Tech-Software Sector ETF
-0.18%
-$11,075.04 
TOPT iShares Top 20 U.S. Stocks ETF
-0.11%
-$1,601.67 
CMSD CMS Energy Corp. 5.875% Preferred Stock
-0.09%
-$308.02 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.07%
-$155.18 
IBIT iShares Bitcoin Trust
-0.03%
-$440.6 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$58.13 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$58.27 
MCD McDonald's Corporation
-0.02%
-$1,269.54 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$285.97 Events
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Dividends
Dividend Analysis
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| Trades 1611 | Longs Won 875/1611 54% | Profit Factor 6.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $534,509.99 |
| Average Win $172,831.14 | Best Trade (Mar 31) $10.42M | Sharpe Ratio -9.83 |
| Average Loss -$32,334.54 | Worst Trade (Jun 11) -$1.43M | Z-Score -8.19 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 6d | Expectancy $79,099.33 |
| 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 | 13,699 | 12,329 | 10,959 | 9,589 | 8,219 | 6,849 | 5,479 | 4,110 | 2,740 | 1,370 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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