Katherine Saltonstall Portfolio
Invests via Sandy Cove Advisors LLC | Managed by Katherine (Kate) Saltonstall
Invests via Sandy Cove Advisors LLC
Managed by Katherine (Kate) Saltonstall
Automatically Tracked
Katherine Saltonstall Profile
Katherine Saltonstall has established herself as a formidable force in the financial sector through her extensive leadership experience and dedication to entrepreneurial initiatives. Known for her strategic acumen, she plays an influential role in guiding startups towards sustainable growth by leveraging her deep understanding of market dynamics. Her commitment to fostering innovation not only enhances business capabilities but also supports long-term value creation within emerging industries. By actively engaging with portfolio companies, she facilitates crucial connections that drive operational success and expand market presence.
Katherine Saltonstall has established herself as a formidable force in the financial sector through her extensive leadership experience and dedication to entrepreneurial initiatives. Known for her strategic acumen, she plays an influential role in guiding startups towards sustainable growth by leveraging her deep understanding of market dynamics. Her commitment to fostering innovation not only enhances business capabilities but also supports long-term value creation within emerging industries. By actively engaging with portfolio companies, she facilitates crucial connections that drive operational success and expand market presence.
Investment Philosophy & Strategy
Growth opportunities within evolving markets frequently capture attention. Katherine Saltonstall’s investment approach focuses on nurturing startups that demonstrate scalability and disruptive potential. Drawing from her entrepreneurial background, she identifies innovative business models poised to challenge conventional paradigms. Engaging with founding teams allows her to craft tailored strategies aimed at market penetration while ensuring adaptability amidst shifting consumer demands. Her perspective not only embraces immediate expansion but also emphasizes the importance of sustainable practices for lasting impact across sectors.
Growth opportunities within evolving markets frequently capture attention. Katherine Saltonstall’s investment approach focuses on nurturing startups that demonstrate scalability and disruptive potential. Drawing from her entrepreneurial background, she identifies innovative business models poised to challenge conventional paradigms. Engaging with founding teams allows her to craft tailored strategies aimed at market penetration while ensuring adaptability amidst shifting consumer demands. Her perspective not only embraces immediate expansion but also emphasizes the importance of sustainable practices for lasting impact across sectors.
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:
122.01%
Gain -0.94%
Monthly
1.39%
Yearly
18.02%
Drawdown
25.93%
$405.75M
Equity
Holdings
$405.75M
Investment
$293.69M
$121.88M
Profit -$1.62M
Realized
$9.82M
Unrealized
$112.06M
Dividends
$15.67M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.94%
Profit
-$1.62M
Win %
77%
This Week
Compared To Last Week
Gain
-0.77%
Profit
-$3.16M
Win %
77%
This Month
Compared to last month
Gain
-0.3%
Profit
-$1.22M
Win %
77%
This Year
Compared to last year
Gain
1.73%
Profit
$6.91M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$663,041.98 
ETN Eaton Corporation plc
+7.32%
+$24,205.05 
GOOG Alphabet Inc
+6.88%
+$298,357.33 
GOOGL Alphabet Inc
+6.73%
+$337,791.51 
VRT Vertiv Holdings Co
+6.18%
+$9,623.89 
META Meta Platforms Inc Class A
+3.28%
+$78,004.12 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$7,512.48 
MSFT Microsoft Corp.
+3.02%
+$221,243.12 
NVDA NVIDIA Corporation
+2.93%
+$152,428.64 
CVX Chevron Corporation
+2.35%
+$21,144.56 
EOG EOG Resources, Inc.
+2.19%
+$7,116.86 
CSCO Cisco Systems, Inc.
+2.14%
+$8,728.56 
PANW Palo Alto Networks, Inc.
+1.89%
+$5,713.35 
CRM Salesforce Inc
+1.83%
+$4,448.63 
ORCL Oracle Corporation
+1.81%
+$7,803.18 
VZ Verizon Communications Inc.
+1.52%
+$3,315.2 
LMT Lockheed Martin Corporation
+1.5%
+$3,633.23 
GE General Electric Company
+1.42%
+$7,399.13 
KLAC KLA Corporation
+1.38%
+$2,821.18 
WFC Wells Fargo & Company
+1.19%
+$3,764.82 
AMAT Applied Materials, Inc.
+1.18%
+$17,151.36 
ITW Illinois Tool Works Inc.
+1.15%
+$12,840.75 
VUG Vanguard Growth ETF
+1.1%
+$57,631.17 
NOW ServiceNow, Inc.
+1.05%
+$2,533.44 
UNP Union Pacific Corporation
+0.92%
+$2,301.55 
WMB The Williams Companies, Inc.
+0.89%
+$1,910.79 
IBM International Business Machines Corporation
+0.86%
+$7,914.96 
PSCT Invesco S&P SmallCap Information Technology ETF
+0.86%
+$1,632 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$3,306.29 
GEV GE Vernova Inc.
+0.85%
+$3,232.59 
EMR Emerson Electric Co.
+0.79%
+$3,305.21 
TSLA Tesla, Inc.
+0.76%
+$5,616.75 
MPC Marathon Petroleum Corporation
+0.76%
+$2,081.7 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$6,820.07 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$35,917.04 
VOO Vanguard S&P 500 ETF
+0.71%
+$230,497.12 
CAT Caterpillar Inc.
+0.7%
+$7,648.82 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,769.4 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$26,147.32 
IVV iShares Core S&P 500 ETF
+0.69%
+$230,164.48 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$2,690.48 
IYY iShares Dow Jones U.S. ETF
+0.66%
+$2,307.58 
PLTR Palantir Technologies Inc.
+0.65%
+$1,692.8 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$35,453.4 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$1,425 
IGPT Invesco AI and Next Gen Software ETF
+0.59%
+$3,596.52 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$3,172.49 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$85,982.74 
PSX Phillips 66
+0.51%
+$2,331.68 
RTX RTX Corporation
+0.39%
+$3,298.68 
AVGO Broadcom Inc.
+0.37%
+$5,836.32 
PG Procter & Gamble Co
+0.37%
+$2,104.63 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$66,963.72 
BAC Bank of America Corporation
+0.36%
+$1,839.64 
MRK Merck & Co., Inc.
+0.32%
+$946.71 
SMH VanEck Semiconductor ETF
+0.3%
+$1,189.91 
JPM JPMorgan Chase & Co.
+0.27%
+$9,533.48 
DTD WisdomTree U.S. Total Dividend Fund
+0.26%
+$1,249.25 
AMP Ameriprise Financial, Inc.
+0.25%
+$3,310.64 
JNJ Johnson & Johnson
+0.21%
+$4,097.43 
ADI Analog Devices, Inc.
+0.2%
+$488.39 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$471.5 
MS Morgan Stanley
+0.17%
+$12,595.75 
CB Chubb Limited
+0.15%
+$1,155.4 
BDX Becton, Dickinson and Company
+0.1%
+$667.59 
C Citigroup Inc.
+0.1%
+$324.33 
WMT Walmart Inc.
+0.09%
+$346.61 
JPLD JPMorgan Limited Duration ETF
+0.04%
+$131.43 
SHV iShares Short Treasury Bond ETF
+0.03%
+$236.13 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
EVV Eaton Vance Limited Duration Income Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.52M 
MU Micron Technology, Inc.
-5.9%
-$47,344.66 
SPOT Spotify Technology S.A.
-4.34%
-$15,438.26 
RING iShares MSCI Global Gold Miners ETF
-3.07%
-$33,964.28 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$9,108 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$20,402.34 
ABBV AbbVie Inc.
-2.51%
-$11,257.8 
RVMD Revolution Medicines Inc.
-2.42%
-$125,317.12 
YUM Yum! Brands, Inc.
-2.37%
-$4,929 
BA Boeing Company
-2.15%
-$5,121.75 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$14,190.03 
NFLX Netflix, Inc.
-2%
-$19,206.3 
PSLV Sprott Physical Silver Trust
-1.98%
-$5,833 
NNVC Nanoviricides Inc.
-1.94%
-$300 
AMD Advanced Micro Devices, Inc.
-1.9%
-$42,762.81 
UNH UnitedHealth Group Incorporated
-1.68%
-$5,571.17 
AON Aon plc
-1.64%
-$6,405.3 
BHP BHP Group Ltd.
-1.64%
-$6,058.77 
PHYS Sprott Physical Gold Trust
-1.61%
-$20,900.5 
LRCX Lam Research Corporation
-1.58%
-$4,394.51 
GLD SPDR Gold Shares
-1.49%
-$9,570.84 
IAU iShares Gold Trust
-1.46%
-$7,028.6 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$12,925.41 
MDLZ Mondelez International, Inc.
-1.22%
-$3,449.61 
TJX The TJX Companies, Inc.
-1.21%
-$3,296.62 
NEE NextEra Energy, Inc.
-1.15%
-$2,404.81 
DEO Diageo plc Sponsored ADR
-1.12%
-$6,189 
TXN Texas Instruments Inc
-1.08%
-$4,892.43 
PLD Prologis Inc.
-1.08%
-$6,089.32 
INTC Intel Corporation
-1.02%
-$12,928.86 
KO The Coca-Cola Company
-1.02%
-$15,118.2 
XOM Exxon Mobil Corporation
-0.97%
-$18,083.07 
PGR Progressive Corporation
-0.87%
-$2,524.02 
WAT Waters Corporation
-0.79%
-$1,623.56 
MA Mastercard Incorporated
-0.74%
-$4,760 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$2,176 
RPM RPM International Inc.
-0.7%
-$1,406 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$63,497.4 
EBC Eastern Bankshares, Inc.
-0.65%
-$9,029.7 
AMGN Amgen Inc.
-0.64%
-$3,913.46 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$55,252.89 
GS The Goldman Sachs Group, Inc.
-0.63%
-$6,266.15 
EFA iShares MSCI EAFE ETF
-0.62%
-$9,680.88 
EME EMCOR Group, Inc.
-0.62%
-$4,446.01 
PM Philip Morris International Inc.
-0.61%
-$1,630.75 
DHR Danaher Corporation
-0.61%
-$6,542.62 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,315.32 
LLY Eli Lilly and Company
-0.53%
-$14,000.92 
EFR Eaton Vance Senior Floating-Rate Trust
-0.47%
-$500 
PEP PepsiCo, Inc.
-0.46%
-$3,111.04 
VGK Vanguard FTSE Europe ETF
-0.44%
-$5,813.2 
HD The Home Depot, Inc.
-0.42%
-$3,989.36 
TCAI Tortoise AI Infrastructure ETF
-0.41%
-$950.01 
VGT Vanguard Information Technology ETF
-0.38%
-$5,993.77 
AXP American Express Company
-0.38%
-$2,082.78 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$31,614.51 
CL Colgate-Palmolive Company
-0.33%
-$3,675.6 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$768.69 
SDY SPDR S&P Dividend ETF
-0.28%
-$2,197.36 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,081.59 
VTV Vanguard Value ETF
-0.27%
-$5,350.62 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$1,420.8 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$30,456.75 
BX Blackstone Inc.
-0.25%
-$4,146.01 
TDVG T. Rowe Price Dividend Growth ETF
-0.24%
-$10,464 
COST Costco Wholesale Corporation
-0.24%
-$1,709.98 
VB Vanguard Small-Cap ETF
-0.22%
-$21,820.26 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$50,438.96 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$448.13 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$324.12 
IXUS iShares Core International Stock ETF
-0.15%
-$2,062.76 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$314.07 
MUB iShares National Muni Bond ETF
-0.11%
-$443.16 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$22,744.88 
BINC iShares Flexible Income Active ETF
-0.08%
-$609.74 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$431.94 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$274.96 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$156.46 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$497.9 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$114.95 
VO Vanguard Mid-Cap ETF
-0.05%
-$10,883.4 
V Visa Inc. Class A
-0.04%
-$346.48 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$3,743.7 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$364.51 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$227.2 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2284 | Longs Won 1327/2284 58% | Profit Factor 9.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $314,763.82 |
| Average Win $102,129.1 | Best Trade (Aug 14) $7.4M | Sharpe Ratio -10.71 |
| Average Loss -$14,257.73 | Worst Trade (Sep 10) -$650,094 | Z-Score 6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 4d | Expectancy $53,362.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 62,103 | $12.07M | $19.18M | - | $7.12M | 59% | -7.354% |
| ABBV AbbVie Inc. | 1,740 | $334,106.64 | $436,635.6 | - | $102,528.96 | 30.69% | -2.513% |
| ADI Analog Devices, Inc. | 660 | $262,132.21 | $242,490.6 | - | -$19,641.61 | -7.49% | +0.202% |
| AGG iShares Core U.S. Aggregate Bond ETF | 121,827 | $12.08M | $11.86M | - | -$215,414.32 | -1.78% | -0.256% |
| AMAT Applied Materials, Inc. | 2,907 | $382,642.99 | $1.48M | - | $1.09M | 285.69% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 4,628 | $610,872.51 | $2.2M | - | $1.59M | 260.73% | -1.904% |
| AMGN Amgen Inc. | 1,578 | $388,800.31 | $607,782.48 | - | $218,982.17 | 56.32% | -0.64% |
| AMP Ameriprise Financial, Inc. | 2,399 | $733,909.76 | $1.31M | - | $575,560.47 | 78.42% | +0.253% |
| AMZN Amazon.com Inc | 18,377 | $3.2M | $4.99M | - | $1.79M | 55.94% | +15.321% |
| AON Aon plc | 1,064 | $346,771.21 | $383,625.19 | - | $36,853.98 | 10.63% | -1.642% |
| ASML ASML Holding N.V. New York Registry Shares | 576 | $782,193.6 | $938,304 | - | $156,110.4 | 19.96% | -1.359% |
| AVGO Broadcom Inc. | 4,053 | $833,677.08 | $1.58M | - | $744,074.76 | 89.25% | +0.371% |
| AXP American Express Company | 1,640 | $363,663.59 | $551,450 | - | $187,786.41 | 51.64% | -0.376% |
| BA Boeing Company | 1,076 | $226,072.47 | $232,566.64 | - | $6,494.17 | 2.87% | -2.155% |
| BAC Bank of America Corporation | 8,362 | $357,383.16 | $518,025.9 | - | $160,642.74 | 44.95% | +0.356% |
| BDX Becton, Dickinson and Company | 3,927 | $755,139.04 | $650,389.74 | - | -$104,749.3 | -13.87% | +0.103% |
| BHP BHP Group Ltd. | 4,297 | $314,836.33 | $363,053.53 | - | $48,217.2 | 15.32% | -1.641% |
| BINC iShares Flexible Income Active ETF | 15,244 | $806,444.7 | $792,535.56 | - | -$13,909.14 | -1.72% | -0.077% |
| BMY Bristol-Myers Squibb Company | 3,932 | $237,942.52 | $256,798.92 | - | $18,856.4 | 7.92% | +0.694% |
| BRK-B Berkshire Hathaway Inc. | 36,002 | $16.57M | $18.42M | - | $1.85M | 11.16% | +0.365% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Katherine Saltonstall?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Dividend Appreciation ETF - $2.42M, iShares Core S&P 500 ETF - $2.04M, Invesco QQQ Trust, Series 1 - $1.84M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.79M, and Vanguard S&P 500 ETF - $1.77M. 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: QUALCOMM Incorporated - $322,818.28, Pfizer Inc - $313,348.22, Fiserv, Inc - $155,071.35, Snowflake Inc - $154,392.9, and Zoetis Inc - $151,155.93. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Katherine Saltonstall's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.67M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $1.44M, Vanguard S&P 500 ETF - $1.36M, iShares Core S&P 500 ETF - $1.03M, VANGUARD FTSE DEVELOPED MARKETS ETF - $954,532.59, and Vanguard Mid-Cap ETF - $742,371.92. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Katherine Saltonstall's monthly returns?
Katherine Saltonstall'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 Katherine Saltonstall's strategy be considered aggressive or moderate?
Katherine Saltonstall'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 Katherine Saltonstall's strategy?
Katherine Saltonstall'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.
