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:
127.8%
Gain +0.73%
Monthly
1.66%
Yearly
21.89%
Drawdown
25.1%
$501.62M
Equity
Holdings
$501.62M
Investment
$346.46M
$156.81M
Profit +$154,061.56
Realized
$1.65M
Unrealized
$155.16M
Dividends
$21.86M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.73%
Profit
$154,061.56
Win %
83%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$1.13M
Win %
83%
This Month
Compared to last month
Gain
-1.07%
Profit
-$5.43M
Win %
83%
This Year
Compared to last year
Gain
-1.16%
Profit
-$5.79M
Win %
83%
LRMR Larimar Therapeutics Inc.
+5%
+$7,714.5 
GOLS Gabelli Opportunities in Live and Sports ETF
+3.68%
+$11,130.36 
AMD Advanced Micro Devices, Inc.
+3.58%
+$78,694.6 
INTC Intel Corporation
+3.3%
+$6,619.12 
STX Seagate Technology Holdings plc
+2.69%
+$21,429.1 
AVGO Broadcom Inc.
+2.24%
+$77,062.1 
GEV GE Vernova Inc.
+1.71%
+$229,725.35 
MSFT Microsoft Corp.
+1.71%
+$90,343.61 
CRM Salesforce Inc
+1.68%
+$7,490.34 
MPC Marathon Petroleum Corporation
+1.6%
+$10,925 
GOOG Alphabet Inc
+1.53%
+$146,147.13 
EPD Enterprise Products Partners L.P.
+1.47%
+$8,980.16 
GOOGL Alphabet Inc
+1.46%
+$68,886.09 
DOW Dow Inc.
+1.44%
+$34,865.63 
CPAY Corpay, Inc.
+1.28%
+$9,812.85 
CVX Chevron Corporation
+1.19%
+$13,165.38 
SD SandRidge Energy Inc.
+1.1%
+$2,189.25 
XOM Exxon Mobil Corporation
+0.9%
+$52,620.12 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.85%
+$1,906.24 
XLE Energy Select Sector SPDR Fund
+0.83%
+$5,072.16 
THQ Abrdn Healthcare Opportunities Fund
+0.81%
+$14,143.14 
IBM International Business Machines Corporation
+0.79%
+$38,838.47 
AMZN Amazon.com Inc
+0.77%
+$25,958.81 
SPMO Invesco S&P 500 Momentum ETF
+0.76%
+$74,362.54 
PWR Quanta Services Inc.
+0.66%
+$2,075 
V Visa Inc. Class A
+0.64%
+$7,916.53 
IYW iShares U.S. Technology ETF
+0.62%
+$4,650.94 
DSL DoubleLine Income Solutions Fund
+0.61%
+$1,404.13 
SEMI Columbia Select Technology ETF
+0.6%
+$4,040.3 
T AT&T Inc.
+0.55%
+$13,910.7 
BST BlackRock Science and Technology Trust
+0.54%
+$3,641.76 
VGT Vanguard Information Technology ETF
+0.52%
+$2,521.07 
HSY The Hershey Company
+0.47%
+$9,923.31 
DXJ WisdomTree Japan Hedged Equity Fund
+0.44%
+$9,888.36 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.44%
+$10,011.12 
QQQ Invesco QQQ Trust, Series 1
+0.41%
+$2,072.44 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
+0.41%
+$4,618.1 
PJIO PGIM Jennison International Opportunities Fund
+0.4%
+$949.81 
IEP Icahn Enterprises L.P.
+0.4%
+$1,200.9 
DBJP Xtrackers MSCI Japan Hedged Equity ETF
+0.4%
+$3,754.96 
CMCSA Comcast Corp
+0.36%
+$701.25 
META Meta Platforms Inc Class A
+0.35%
+$3,404.65 
IWF iShares Russell 1000 Growth ETF
+0.3%
+$22,639.32 
NVDA NVIDIA Corporation
+0.26%
+$4,502.43 
VONG Vanguard Russell 1000 Growth Fund
+0.26%
+$4,958.73 
MMM 3M Company
+0.25%
+$535.6 
QGRO American Century U.S. Quality Growth ETF
+0.23%
+$98,079.68 
DUSA Davis Select U.S. Equity ETF
+0.23%
+$60,044.14 
VUG Vanguard Growth ETF
+0.22%
+$4,747.53 
PGRO Putnam Focused Large Cap Growth ETF
+0.21%
+$25,540.85 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.2%
+$967.15 
BNY BlackRock New York Municipal Income Trust
+0.17%
+$1,338.97 
HYTI FT Vest High Yield & Target Income ETF
+0.16%
+$1,516.92 
KO The Coca-Cola Company
+0.14%
+$681.93 
TRGP Targa Resources Corp.
+0.13%
+$1,131.64 
SYFI AB Short Duration High Yield ETF
+0.07%
+$6,364.07 
OAKM Oakmark U.S. Large Cap ETF
+0.07%
+$326.18 
EVLN Eaton Vance Floating-Rate ETF
+0.06%
+$273.69 
BALI iShares Adaptive Large Cap ETF
+0.06%
+$3,915.92 
CPSN Calamos S&P 500 Structured Alt Protection ETF – November
+0.05%
+$125.78 
CVS CVS Health Corporation
+0.05%
+$145.47 
C Citigroup Inc.
+0.04%
+$379.92 
DGLO
0%
$0 
PIEQ
0%
$0 
XAGG
0%
$0 
CRML Critical Metals Corp.
-4.84%
-$16,720.65 
CSL Carlisle Companies Inc.
-4.78%
-$203,245.56 
TFC Truist Financial Corporation
-2.98%
-$9,017.53 
BX Blackstone Inc.
-2.77%
-$111,789.99 
TSLA Tesla, Inc.
-2.52%
-$7,835.38 
GE General Electric Company
-2.44%
-$462,220.96 
TD The Toronto-Dominion Bank
-2.29%
-$14,215.09 
AAPL Apple Inc.
-2.09%
-$620,625.81 
MRK Merck & Co., Inc.
-2.08%
-$54,523.75 
DE Deere & Company
-2.05%
-$13,438.24 
SAR Saratoga Investment Corp.
-2.04%
-$17,410.8 
LLY Eli Lilly and Company
-2.04%
-$17,421.77 
SDVD FT Vest Smid Rising Dividend Fund
-2.01%
-$24,804.97 
WOLF Wolfspeed, Inc.
-1.99%
-$5,356.78 
MS Morgan Stanley
-1.94%
-$110,600.64 
HD The Home Depot, Inc.
-1.92%
-$44,892.96 
CAT Caterpillar Inc.
-1.9%
-$19,849.2 
BA Boeing Company
-1.72%
-$131,415.66 
PEP PepsiCo, Inc.
-1.68%
-$3,815.53 
WMT Walmart Inc.
-1.66%
-$9,492.4 
F Ford Motor Company
-1.48%
-$39,686.22 
JNJ Johnson & Johnson
-1.43%
-$17,845.5 
DIS The Walt Disney Company
-1.35%
-$2,764.13 
NLY Annaly Capital Management, Inc.
-1.3%
-$3,570.6 
ED Consolidated Edison, Inc.
-1.25%
-$2,897.11 
WFC Wells Fargo & Company
-1.22%
-$4,340.99 
SHEL Shell plc
-1.17%
-$17,543.9 
PFE Pfizer Inc.
-1.14%
-$19,751.92 
KRE SPDR S&P Regional Banking ETF
-1.13%
-$3,086.32 
NWBI Northwest Bancshares Inc.
-1.13%
-$3,059.18 
IBB iShares Biotechnology ETF
-1.05%
-$2,368.12 
PCAR PACCAR Inc.
-0.93%
-$3,670.29 
BAC Bank of America Corporation
-0.92%
-$16,942.65 
AXP American Express Company
-0.92%
-$14,198.38 
GS The Goldman Sachs Group, Inc.
-0.91%
-$6,971.78 
FDD First Trust STOXX European Select Dividend Index Fund
-0.91%
-$33,284.12 
VHT Vanguard Health Care ETF
-0.87%
-$2,196.85 
PANW Palo Alto Networks, Inc.
-0.81%
-$1,754.62 
DOGG Ft Vest Dow Jones Industrial Average Dogs 10 Target Mutual Fund
-0.78%
-$18,978.8 
JPM JPMorgan Chase & Co.
-0.77%
-$153,141.7 
COST Costco Wholesale Corporation
-0.77%
-$3,357.53 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.72%
-$32,281.02 
BMY Bristol-Myers Squibb Company
-0.7%
-$31,129.97 
ICOW Pacer Developed Markets International ETF
-0.68%
-$3,499.14 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.68%
-$3,014.55 
ILOW AB International Low Volatility Equity ETF
-0.67%
-$6,805.16 
DVY iShares Select Dividend ETF
-0.62%
-$7,609.86 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.62%
-$79,118.55 
VIG Vanguard Dividend Appreciation ETF
-0.61%
-$1,898 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.61%
-$2,524.67 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.61%
-$1,845.19 
EFA iShares MSCI EAFE ETF
-0.61%
-$2,311.47 
DFNL Davis Select Financial ETF
-0.6%
-$25,109.11 
EFV iShares MSCI EAFE Value ETF
-0.58%
-$1,704.88 
DGRO iShares Core Dividend Growth ETF
-0.58%
-$1,554.38 
IDMO Invesco S&P International Developed Momentum ETF
-0.58%
-$5,294.82 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.55%
-$5,552.05 
IJH iShares Core S&P Mid-Cap ETF
-0.54%
-$5,694.08 
IVE ISHARES S&P 500 VALUE ETF
-0.54%
-$1,113.03 
PM Philip Morris International Inc.
-0.54%
-$2,029.04 
HWM Howmet Aerospace Inc.
-0.54%
-$2,006.04 
FVD First Trust Value Line Dividend Index Fund
-0.53%
-$18,633.74 
ABBV AbbVie Inc.
-0.52%
-$5,805.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.51%
-$3,153.47 
UNH UnitedHealth Group Incorporated
-0.5%
-$3,180.96 
VOE Vanguard Mid-Cap Value ETF
-0.49%
-$3,983.76 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.46%
-$30,724 
CSCO Cisco Systems, Inc.
-0.45%
-$3,500 
PSEC Prospect Capital Corporation
-0.44%
-$220.11 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.44%
-$125,339.26 
IWD iShares Russell 1000 Value ETF
-0.41%
-$9,151.44 
VXF Vanguard Extended Market ETF
-0.41%
-$1,981.14 
XLF Financial Select Sector SPDR Fund
-0.4%
-$11,176.2 
EPP iShares MSCI Pacific ex Japan ETF
-0.39%
-$2,939.7 
VTV Vanguard Value ETF
-0.39%
-$10,961.6 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
-0.38%
-$1,044.22 
VYM Vanguard High Dividend Yield ETF
-0.37%
-$2,357.64 
ESQ Esquire Financial Holdings Inc.
-0.36%
-$1,100 
QUAL iShares MSCI USA Quality Factor ETF
-0.35%
-$834.69 
GLW Corning Incorporated
-0.35%
-$1,532.56 
IWR iShares Russell Mid-Cap ETF
-0.34%
-$2,931.51 
TPL Texas Pacific Land Corporation
-0.33%
-$1,370 
AVUV Avantis U.S. Small Cap Value ETF
-0.32%
-$1,573.83 
AMAT Applied Materials, Inc.
-0.32%
-$7,577.96 
VZ Verizon Communications Inc.
-0.28%
-$2,716.48 
RDVY First Trust Rising Dividend Achievers ETF
-0.28%
-$85,184.32 
RDVI FT Vest Rising Dividend Achievers Fund
-0.26%
-$3,723.75 
INCM Franklin Income Focus ETF
-0.26%
-$32,952 
BKDV BNY Mellon Dynamic Value ETF
-0.26%
-$8,185.93 
VO Vanguard Mid-Cap ETF
-0.24%
-$5,184.27 
COWZ Pacer US Cash Cows 100 ETF
-0.24%
-$3,915.76 
MUB iShares National Muni Bond ETF
-0.16%
-$538.48 
PVAL Putnam Focused Large Cap Value ETF
-0.16%
-$510.08 
MO Altria Group, Inc.
-0.14%
-$4,170 
CAIE Calamos Autocallable Income ETF
-0.11%
-$816.99 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.1%
-$685.57 
GJUL FT Vest US Equity Moderate Class B
-0.09%
-$245.01 
IWB iShares Russell 1000 ETF
-0.07%
-$680.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.06%
-$1,094.75 
SPY SPDR S&P 500 ETF Trust
-0.06%
-$6,596.1 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.06%
-$126.85 
VOO Vanguard S&P 500 ETF
-0.05%
-$355.36 
GPIX S&P 500 Core Premium Income Fund
-0.04%
-$362.15 
IVV iShares Core S&P 500 ETF
-0.04%
-$945.6 
BRK-B Berkshire Hathaway Inc.
-0.03%
-$819.68 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.01%
-$30.13 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.01%
-$51.55 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$32.87 
YEAR AB Ultra Short Income ETF
-0.01%
-$47.1 Events
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Dividends
Dividend Analysis
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| Trades 2031 | Longs Won 1380/2031 67% | Profit Factor 8.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $563,874.43 |
| Average Win $128,644.45 | Best Trade (Jul 27) $16.66M | Sharpe Ratio -11.74 |
| Average Loss -$31,820.13 | Worst Trade (Sep 30) -$1.2M | Z-Score 15.89 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 2d | Expectancy $77,210.45 |
| 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 | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Catherine Bluvol?
The largest contributions to the portfolio's profits come from the following stocks: Carlisle Companies Inc - $2.49M, First Trust Value Line Dividend Index Fund - $2.48M, Exxon Mobil Corporation - $1.42M, JPMorgan Chase & Co - $1.41M, and AT&T Inc - $1.08M. 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: Pfizer Inc - $762,807.25, Alphabet Inc - $539,965.07, SPDR S&P 500 ETF Trust - $526,421.09, Berkshire Hathaway Inc - $525,581.6, and Alphabet Inc - $422,510.81. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Catherine Bluvol's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.86M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $1.14M, First Trust Morningstar Dividend Leaders Index Fund - $1.14M, Franklin Income Focus ETF - $927,739.77, First Trust Value Line Dividend Index Fund - $869,600.26, and Exxon Mobil Corporation - $746,735.42. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Catherine Bluvol's monthly returns?
Catherine Bluvol'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 Catherine Bluvol's strategy be considered aggressive or moderate?
Catherine Bluvol'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 Catherine Bluvol's strategy?
Catherine Bluvol'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.
