CB
Catherine Bluvol Portfolio
Invests via Next Level Private LLC | Managed by Catherine Bluvol, Barry P. Mitchell Jr.
Invests via Next Level Private LLC
Managed by Catherine Bluvol, Barry P. Mitchell Jr.
Automatically Tracked
Catherine Bluvol Profile
With a dynamic career spanning finance and entrepreneurship, Catherine Bluvol has established herself as a prominent leader in the investment community. She is known for her strategic insight and adeptness in navigating complex market landscapes. Her professional journey encompasses vital roles in corporate leadership where she has driven initiatives to foster innovation and growth within various sectors. An advocate for sustainable investing, her efforts have not only propelled financial success but also prioritized long-term societal benefits. As a thought leader, she actively engages with emerging trends that influence capital markets, making her insights highly relevant to investors seeking opportunities that align with modern economic shifts.
With a dynamic career spanning finance and entrepreneurship, Catherine Bluvol has established herself as a prominent leader in the investment community. She is known for her strategic insight and adeptness in navigating complex market landscapes. Her professional journey encompasses vital roles in corporate leadership where she has driven initiatives to foster innovation and growth within various sectors. An advocate for sustainable investing, her efforts have not only propelled financial success but also prioritized long-term societal benefits. As a thought leader, she actively engages with emerging trends that influence capital markets, making her insights highly relevant to investors seeking opportunities that align with modern economic shifts.
Investment Philosophy & Strategy
Market dynamics play a critical role in shaping investment decisions for Catherine Bluvol, who emphasizes the intersection of sustainability and profitability. Her approach leverages a diverse set of experiences across finance and entrepreneurship to identify high-potential opportunities that align with emerging trends. Focused on long-term value creation, she prioritizes sectors that promise both innovation and societal impact. By blending strategic foresight with operational acumen, her decision-making is rooted in careful analysis while fostering environments conducive to growth. Engaging actively with evolving market narratives ensures her perspectives resonate deeply within the investment landscape.
Market dynamics play a critical role in shaping investment decisions for Catherine Bluvol, who emphasizes the intersection of sustainability and profitability. Her approach leverages a diverse set of experiences across finance and entrepreneurship to identify high-potential opportunities that align with emerging trends. Focused on long-term value creation, she prioritizes sectors that promise both innovation and societal impact. By blending strategic foresight with operational acumen, her decision-making is rooted in careful analysis while fostering environments conducive to growth. Engaging actively with evolving market narratives ensures her perspectives resonate deeply within the investment landscape.
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:
29.83%
Gain +1.54%
Monthly
0.57%
Yearly
7.09%
Drawdown
15.51%
$415.95M
Equity
Holdings
$415.95M
Investment
$271.76M
$143.04M
Profit +$7.95M
Realized
-$1.15M
Unrealized
$144.19M
Dividends
$19.91M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.54%
Profit
$7.95M
Win %
85%
This Week
Compared To Last Week
Gain
-0.95%
Profit
-$4M
Win %
85%
This Month
Compared to last month
Gain
-0.54%
Profit
-$2.26M
Win %
85%
This Year
Compared to last year
Gain
9.29%
Profit
$35.35M
Win %
85%
AMAT Applied Materials, Inc.
+11.39%
+$253,261.26 
INTC Intel Corporation
+9.42%
+$140,374.08 
AMD Advanced Micro Devices, Inc.
+8.09%
+$164,207.62 
CRML Critical Metals Corp.
+6.6%
+$32,642.78 
STX Seagate Technology Holdings plc
+6.43%
+$53,089.52 
HWM Howmet Aerospace Inc.
+5.93%
+$20,321.45 
BA Boeing Company
+5.81%
+$424,734.94 
PWR Quanta Services Inc.
+4.89%
+$15,930.01 
LRMR Larimar Therapeutics Inc.
+4.8%
+$6,880.5 
CAT Caterpillar Inc.
+4.73%
+$55,915.72 
GEV GE Vernova Inc.
+4.6%
+$512,320.58 
SEMI Columbia Select Technology ETF
+4.45%
+$28,064.78 
AIRR First Trust RBA American Industrial Renaissance ETF
+4.43%
+$1.1M 
GE General Electric Company
+4.17%
+$723,892.8 
CSL Carlisle Companies Inc.
+4.13%
+$165,804.64 
AVGO Broadcom Inc.
+3.69%
+$122,228.08 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.65%
+$20,791.51 
VGT Vanguard Information Technology ETF
+3.37%
+$9,586.08 
IYW iShares U.S. Technology ETF
+3.36%
+$23,332.35 
QQQ Invesco QQQ Trust, Series 1
+3.34%
+$15,712.06 
C Citigroup Inc.
+3.29%
+$30,150.52 
GS The Goldman Sachs Group, Inc.
+3.23%
+$23,076.49 
PCAR PACCAR Inc.
+3.16%
+$11,091.6 
EFA iShares MSCI EAFE ETF
+3.14%
+$11,688.95 
HEDJ WisdomTree Europe Hedged Equity Fund
+3.02%
+$12,234.78 
NLY Annaly Capital Management, Inc.
+2.94%
+$7,069.23 
VXF Vanguard Extended Market ETF
+2.88%
+$14,120.62 
FDD First Trust STOXX European Select Dividend Index Fund
+2.83%
+$100,790.46 
IBB iShares Biotechnology ETF
+2.79%
+$5,518.96 
MS Morgan Stanley
+2.79%
+$151,729.92 
RDVY First Trust Rising Dividend Achievers ETF
+2.78%
+$691,778.78 
PJIO PGIM Jennison International Opportunities Fund
+2.76%
+$6,068.06 
RDVI FT Vest Rising Dividend Achievers Fund
+2.75%
+$34,610.4 
EPP iShares MSCI Pacific ex Japan ETF
+2.71%
+$19,449.99 
DEM WisdomTree Emerging Markets High Dividend Fund
+2.69%
+$27,209.25 
BST BlackRock Science and Technology Trust
+2.66%
+$17,931.6 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+2.61%
+$169,513 
DBJP Xtrackers MSCI Japan Hedged Equity ETF
+2.56%
+$23,668.9 
ICOW Pacer Developed Markets International ETF
+2.54%
+$12,899.06 
IJH iShares Core S&P Mid-Cap ETF
+2.48%
+$25,121.12 
HD The Home Depot, Inc.
+2.42%
+$49,449.79 
HSY The Hershey Company
+2.42%
+$52,434.28 
BMY Bristol-Myers Squibb Company
+2.41%
+$82,044.18 
CSCO Cisco Systems, Inc.
+2.4%
+$15,774.75 
ILOW AB International Low Volatility Equity ETF
+2.38%
+$22,008.35 
LLY Eli Lilly and Company
+2.37%
+$19,492.08 
NVDA NVIDIA Corporation
+2.32%
+$32,319.91 
PFE Pfizer Inc.
+2.29%
+$36,387.58 
QGRO American Century U.S. Quality Growth ETF
+2.24%
+$749,609.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$47,684.94 
CVS CVS Health Corporation
+2.23%
+$5,779.33 
IWR iShares Russell Mid-Cap ETF
+2.21%
+$18,045.85 
BKDV BNY Mellon Dynamic Value ETF
+2.07%
+$30,052.85 
IWD iShares Russell 1000 Value ETF
+1.98%
+$41,753.51 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.93%
+$8,221.95 
TFC Truist Financial Corporation
+1.93%
+$5,416.32 
AVUV Avantis U.S. Small Cap Value ETF
+1.93%
+$8,106.07 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.9%
+$13,291.02 
FELC Fidelity Enhanced Large Cap Core ETF
+1.89%
+$4,128.7 
VUG Vanguard Growth ETF
+1.88%
+$39,535.74 
DXJ WisdomTree Japan Hedged Equity Fund
+1.86%
+$40,727.11 
VO Vanguard Mid-Cap ETF
+1.85%
+$38,262.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$36,481.78 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.75%
+$6,091.11 
IWB iShares Russell 1000 ETF
+1.75%
+$15,668.75 
IVV iShares Core S&P 500 ETF
+1.74%
+$14,819.88 
AXP American Express Company
+1.74%
+$21,992.88 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.73%
+$5,160.87 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$194,680.16 
VOO Vanguard S&P 500 ETF
+1.7%
+$8,463.21 
GPIX S&P 500 Core Premium Income Fund
+1.69%
+$13,738.27 
VTV Vanguard Value ETF
+1.68%
+$45,069.73 
IWF iShares Russell 1000 Growth ETF
+1.67%
+$131,640 
BX Blackstone Inc.
+1.66%
+$61,867.85 
BALI iShares Adaptive Large Cap ETF
+1.59%
+$53,767.35 
VONG Vanguard Russell 1000 Growth Fund
+1.59%
+$32,347.84 
PSEC Prospect Capital Corporation
+1.56%
+$701.23 
PVAL Putnam Focused Large Cap Value ETF
+1.54%
+$4,414.42 
PGRO Putnam Focused Large Cap Growth ETF
+1.52%
+$57,849.02 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+1.49%
+$3,112.2 
MRK Merck & Co., Inc.
+1.45%
+$34,978.95 
JPM JPMorgan Chase & Co.
+1.43%
+$252,908.1 
DE Deere & Company
+1.42%
+$8,737.62 
SDVD FT Vest Smid Rising Dividend Fund
+1.42%
+$14,937.93 
AMZN Amazon.com Inc
+1.4%
+$37,728.64 
VIG Vanguard Dividend Appreciation ETF
+1.29%
+$3,856.12 
CAIE Calamos Autocallable Income ETF
+1.24%
+$4,455.33 
VYM Vanguard High Dividend Yield ETF
+1.22%
+$7,736.6 
VOE Vanguard Mid-Cap Value ETF
+1.22%
+$13,513.61 
VHT Vanguard Health Care ETF
+1.21%
+$2,839.34 
AAPL Apple Inc.
+1.19%
+$129,146.65 
DFNL Davis Select Financial ETF
+1.16%
+$44,130.42 
IBM International Business Machines Corporation
+1.09%
+$64,681.12 
SF Stifel Financial Corp.
+1.02%
+$1,760.4 
BAC Bank of America Corporation
+1.01%
+$17,295.3 
JEPI JPMorgan Equity Premium Income Fund
+0.98%
+$9,445.68 
DUSA Davis Select U.S. Equity ETF
+0.96%
+$197,658.2 
KRE SPDR S&P Regional Banking ETF
+0.96%
+$2,441.34 
MMM 3M Company
+0.94%
+$1,968.32 
THQ Abrdn Healthcare Opportunities Fund
+0.89%
+$10,255.91 
ESQ Esquire Financial Holdings Inc.
+0.85%
+$2,385.5 
DOGG Ft Vest Dow Jones Industrial Average Dogs 10 Target Mutual Fund
+0.83%
+$14,575.13 
INCM Franklin Income Focus ETF
+0.83%
+$74,526.96 
CPAY Corpay, Inc.
+0.82%
+$6,024.15 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$31,371.72 
BCHP Principal Focused Blue Chip ETF
+0.79%
+$8,090.3 
COWZ Pacer US Cash Cows 100 ETF
+0.79%
+$16,333 
XLF Financial Select Sector SPDR Fund
+0.72%
+$18,509.25 
DVY iShares Select Dividend ETF
+0.64%
+$6,679.01 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.59%
+$19,600.39 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.56%
+$1,508.33 
GOOG Alphabet Inc
+0.54%
+$52,187.03 
FVD First Trust Value Line Dividend Index Fund
+0.5%
+$17,415.84 
WFC Wells Fargo & Company
+0.48%
+$1,593.43 
SYFI AB Short Duration High Yield ETF
+0.44%
+$7,184.56 
DSL DoubleLine Income Solutions Fund
+0.42%
+$925.25 
CPSN Calamos S&P 500 Structured Alt Protection ETF – November
+0.36%
+$838.5 
VZ Verizon Communications Inc.
+0.36%
+$2,178.21 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
+0.25%
+$2,514.6 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.25%
+$31,499.12 
GJUL FT Vest US Equity Moderate Class B
+0.24%
+$641.55 
MUB iShares National Muni Bond ETF
+0.23%
+$759.25 
NWBI Northwest Bancshares Inc.
+0.21%
+$509.07 
OAKM Oakmark U.S. Large Cap ETF
+0.2%
+$744.42 
GOOGL Alphabet Inc
+0.16%
+$7,723.28 
ABBV AbbVie Inc.
+0.11%
+$838.75 
YEAR AB Ultra Short Income ETF
+0.09%
+$313.15 
JNJ Johnson & Johnson
+0.09%
+$945.79 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$178.22 
HYTI FT Vest High Yield & Target Income ETF
+0.05%
+$260.92 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.04%
+$130.06 
BK The Bank of New York Mellon Corporation
0%
$0 
CMCSA Comcast Corp
0%
$0 
PIEQ
0%
$0 
SDRDW Sandridge Energy, Inc.
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
ORCL Oracle Corporation
-8.46%
-$18,023.02 
PBF PBF Energy Inc.
-3.61%
-$102,323.1 
XOM Exxon Mobil Corporation
-2.61%
-$154,834.14 
MO Altria Group, Inc.
-2.37%
-$65,039.94 
DOW Dow Inc.
-2.16%
-$41,350.46 
CVX Chevron Corporation
-2.01%
-$20,112.3 
XLE Energy Select Sector SPDR Fund
-1.97%
-$12,174.78 
MSFT Microsoft Corp.
-1.85%
-$96,380.42 
TPL Texas Pacific Land Corporation
-1.5%
-$5,075.99 
EPD Enterprise Products Partners L.P.
-1.31%
-$7,725.47 
KO The Coca-Cola Company
-1.18%
-$5,531.76 
TRGP Targa Resources Corp.
-1.16%
-$9,326.17 
V Visa Inc. Class A
-1.1%
-$12,039.89 
MPC Marathon Petroleum Corporation
-1.07%
-$5,805.46 
PM Philip Morris International Inc.
-1.04%
-$2,582.32 
COST Costco Wholesale Corporation
-0.74%
-$3,330.6 
META Meta Platforms Inc Class A
-0.55%
-$4,613.57 
UNH UnitedHealth Group Incorporated
-0.47%
-$2,691.83 
T AT&T Inc.
-0.43%
-$11,219.7 
SHEL Shell plc
-0.41%
-$5,951.8 
EVLN Eaton Vance Floating-Rate ETF
-0.15%
-$953.55 
WMT Walmart Inc.
-0.14%
-$677.95 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
-0.12%
-$561.5 
SAR Saratoga Investment Corp.
-0.11%
-$1,088.17 
BRK-B Berkshire Hathaway Inc.
0%
-$59.04 Events
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Dividends
Dividend Analysis
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| Trades 1709 | Longs Won 1141/1709 66% | Profit Factor 8.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $569,799.66 |
| Average Win $142,055.45 | Best Trade (Jun 11) $15.55M | Sharpe Ratio -6.94 |
| Average Loss -$33,526 | Worst Trade (Sep 30) -$1.2M | Z-Score 17.07 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 4d | Expectancy $83,699.53 |
| 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 | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
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Returns
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