Jeremy Baltz Portfolio
Invests via Raleigh Capital Management Inc. | Managed by Jeremy Baltz, Brian Raleigh, Mikayla Raleigh, George Phipps, Nick DeBerardino, Shaelyn Raleigh
Invests via Raleigh Capital Management Inc.
Managed by Jeremy Baltz, Brian Raleigh, Mikayla Raleigh, George Phipps, Nick DeBerardino, Shaelyn Raleigh
Automatically Tracked
Jeremy Baltz Profile
With a dynamic career in investment management, Jeremy Baltz has established himself as a leading voice in corporate finance and private equity. His background includes significant contributions to innovative deal-making processes and transformative investments across diverse sectors. Known for his ability to forge strategic partnerships, he adeptly navigates the complexities of both emerging markets and established industries. As an operating executive, he brings extensive experience in driving growth initiatives that enhance operational efficiency while optimizing capital allocation. His insights into market trends make him an influential figure within financial circles.
With a dynamic career in investment management, Jeremy Baltz has established himself as a leading voice in corporate finance and private equity. His background includes significant contributions to innovative deal-making processes and transformative investments across diverse sectors. Known for his ability to forge strategic partnerships, he adeptly navigates the complexities of both emerging markets and established industries. As an operating executive, he brings extensive experience in driving growth initiatives that enhance operational efficiency while optimizing capital allocation. His insights into market trends make him an influential figure within financial circles.
Investment Philosophy & Strategy
Opportunities abound in emerging markets, and Jeremy Baltz leverages his robust network to identify key partnerships that catalyze growth. His approach emphasizes transformative investments where strategic alignment can unlock value and drive innovation. By understanding market dynamics, he focuses on sectors ripe for operational improvement while optimizing capital allocation through tailored investment strategies. This blend of entrepreneurial foresight and operational acumen allows him to capitalize on competitive advantages that lead to sustainable growth trajectories.
Opportunities abound in emerging markets, and Jeremy Baltz leverages his robust network to identify key partnerships that catalyze growth. His approach emphasizes transformative investments where strategic alignment can unlock value and drive innovation. By understanding market dynamics, he focuses on sectors ripe for operational improvement while optimizing capital allocation through tailored investment strategies. This blend of entrepreneurial foresight and operational acumen allows him to capitalize on competitive advantages that lead to sustainable growth trajectories.
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:
63.75%
Gain -0.44%
Monthly
0.56%
Yearly
6.97%
Drawdown
23.56%
$319.05M
Equity
Holdings
$319.05M
Investment
$262.64M
$78.3M
Profit -$963,711.61
Realized
$21.9M
Unrealized
$56.4M
Dividends
$30.16M
Goals
Avg. 74.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.44%
Profit
-$963,711.61
Win %
67%
This Week
Compared To Last Week
Gain
-1.36%
Profit
-$4.4M
Win %
67%
This Month
Compared to last month
Gain
-1.03%
Profit
-$3.32M
Win %
67%
This Year
Compared to last year
Gain
2.47%
Profit
$7.71M
Win %
66%
AMZN Amazon.com Inc
+15.32%
+$651,496.38 
GOOG Alphabet Inc
+6.88%
+$11,921.43 
GOOGL Alphabet Inc
+6.73%
+$396,258.45 
KBR KBR Inc.
+6.52%
+$2.24 
VRT Vertiv Holdings Co
+6.18%
+$26,676.74 
ANET Arista Networks, Inc.
+5.46%
+$13,621.81 
FTNT Fortinet Inc.
+4.99%
+$12,035.1 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$33.27 
CGNX Cognex Corporation
+4.18%
+$1,040.14 
ZM Zoom Video Communications, Inc.
+4.06%
+$948.75 
MDB MongoDB Inc.
+3.56%
+$69.6 
FFIV F5 Inc.
+3.56%
+$138.2 
FERG Ferguson Enterprises Inc
+3.52%
+$14,051.11 
TWLO Twilio Inc.
+3.36%
+$1,205.08 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$3.7 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$1,263.08 
META Meta Platforms Inc Class A
+3.28%
+$86,861.8 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$60.59 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$112.8 
MSFT Microsoft Corp.
+3.02%
+$175,820.45 
TEAM Atlassian Corporation Class A
+2.95%
+$6,638.23 
NVDA NVIDIA Corporation
+2.93%
+$220,948.72 
LDOS Leidos Holdings Inc.
+2.84%
+$545.49 
P Everpure Inc.
+2.81%
+$502.18 
LYB LyondellBasell Industries N.V.
+2.71%
+$14.76 
CVX Chevron Corporation
+2.35%
+$56,739.56 
MRVL Marvell Technology, Inc.
+2.32%
+$132.06 
CNC Centene Corporation
+2.27%
+$507.84 
FAST Fastenal Co.
+2.25%
+$794.85 
GLW Corning Incorporated
+2.24%
+$1,305.93 
TTEK Tetra Tech, Inc.
+2.19%
+$0.71 
EOG EOG Resources, Inc.
+2.19%
+$661.44 
DVN Devon Energy Corporation
+2.17%
+$81.6 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$14.9 
CDNS Cadence Design Systems, Inc.
+2.16%
+$1,288.8 
CSCO Cisco Systems, Inc.
+2.14%
+$31,728.51 
LNG Cheniere Energy Inc.
+2.13%
+$33.06 
HII Huntington Ingalls Industries Inc.
+2.05%
+$13.1 
KEYS Keysight Technologies, Inc.
+2.04%
+$70.29 
OKE ONEOK, Inc.
+1.95%
+$33.06 
JCI Johnson Controls International plc
+1.93%
+$7,731.18 
HAL Halliburton Company
+1.93%
+$624.64 
LHX L3Harris Technologies, Inc.
+1.9%
+$10,314.86 
PANW Palo Alto Networks, Inc.
+1.89%
+$1,365.3 
CRM Salesforce Inc
+1.83%
+$877.15 
ORCL Oracle Corporation
+1.81%
+$11,141.13 
HWM Howmet Aerospace Inc.
+1.8%
+$5,448.13 
EXE Expand Energy Corporation
+1.74%
+$70.84 
PEGA Pegasystems Inc.
+1.73%
+$6.24 
HCA HCA Healthcare Inc.
+1.72%
+$34 
CINF Cincinnati Financial Corporation
+1.69%
+$241.9 
ZTS Zoetis Inc.
+1.66%
+$28.98 
FLEX Flex Ltd.
+1.64%
+$349.6 
KMI Kinder Morgan, Inc.
+1.64%
+$8,019.96 
ACN Accenture plc Class A
+1.61%
+$2,090.86 
FANG Diamondback Energy Inc
+1.59%
+$8,010.42 
BSX Boston Scientific Corporation
+1.59%
+$3,938.35 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$1.66 
VZ Verizon Communications Inc.
+1.52%
+$51,950.5 
LMT Lockheed Martin Corporation
+1.5%
+$5,212.52 
PR Permian Resources Corporation
+1.48%
+$0.31 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$35,199.36 
NOC Northrop Grumman Corporation
+1.43%
+$137.34 
PH Parker-Hannifin Corporation
+1.43%
+$19,868.11 
IHAK iShares Cybersecurity and Tech ETF
+1.43%
+$742.05 
GE General Electric Company
+1.42%
+$9,164.66 
WDAY Workday Inc.
+1.41%
+$31.22 
SLB Schlumberger Limited
+1.39%
+$6,177.12 
FBOT Fidelity Disruptive Automation ETF
+1.37%
+$585.48 
OVV Ovintiv Inc.
+1.36%
+$1,997.52 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$11,985.31 
CAH Cardinal Health Inc.
+1.3%
+$4,434.07 
AKAM Akamai Technologies Inc.
+1.26%
+$42.9 
CMCSA Comcast Corp
+1.23%
+$1,917.19 
COP ConocoPhillips
+1.22%
+$8,111.31 
WFC Wells Fargo & Company
+1.19%
+$12,425.64 
AMAT Applied Materials, Inc.
+1.18%
+$5,551.92 
MWA Mueller Water Products Inc.
+1.16%
+$216.05 
RMD ResMed Inc.
+1.16%
+$31.46 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$862.92 
ITW Illinois Tool Works Inc.
+1.15%
+$198.25 
VUG Vanguard Growth ETF
+1.1%
+$8,989.38 
EQT EQT Corporation
+1.1%
+$5.8 
NOW ServiceNow, Inc.
+1.05%
+$10,992.16 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$37.6 
ADBE Adobe Inc.
+1.01%
+$399.09 
OLLI Ollie's Bargain Outlet Holdings Inc.
+1%
+$7.3 
XLE Energy Select Sector SPDR Fund
+1%
+$304.44 
BKR Baker Hughes Company
+0.98%
+$1.77 
ADP Automatic Data Processing Inc.
+0.98%
+$17,386.6 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,713.2 
TTE TotalEnergies SE
+0.95%
+$26,237.16 
OEF iShares S&P 100 ETF
+0.95%
+$31.14 
SCEP Sterling Capital Hedged Equity Premium Income ETF
+0.94%
+$8,673.82 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$6,377.16 
WMB The Williams Companies, Inc.
+0.89%
+$18.9 
SCHW Charles Schwab Corporation
+0.87%
+$75.53 
IBM International Business Machines Corporation
+0.86%
+$3,067.43 
GEV GE Vernova Inc.
+0.85%
+$41.55 
FIDU Fidelity MSCI Industrials Index ETF
+0.83%
+$0.78 
MCD McDonald's Corporation
+0.82%
+$3,722.42 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$1.45 
ESS Essex Property Trust, Inc.
+0.81%
+$104.88 
EMR Emerson Electric Co.
+0.79%
+$354 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$18,887.61 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$58,364.67 
SHLD Global X Defense Tech ETF
+0.77%
+$115.68 
TSLA Tesla, Inc.
+0.76%
+$8,351.97 
MPC Marathon Petroleum Corporation
+0.76%
+$9.56 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$13,469.05 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$117,389.86 
CAT Caterpillar Inc.
+0.7%
+$5,550.92 
BMY Bristol-Myers Squibb Company
+0.69%
+$292.05 
IVV iShares Core S&P 500 ETF
+0.69%
+$66,913.28 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$4,443.29 
DOW Dow Inc.
+0.67%
+$0.2 
PLTR Palantir Technologies Inc.
+0.65%
+$2,189.59 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$621.6 
AA Alcoa Corporation
+0.65%
+$140.94 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$58.14 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$6,068.61 
AMH American Homes 4 Rent
+0.63%
+$0.21 
SYY Sysco Corporation
+0.63%
+$2,341.01 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$2,615.2 
XLSR SPDR SSGA US Sector Rotation ETF
+0.6%
+$56,786.44 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$85 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$139.2 
MO Altria Group, Inc.
+0.57%
+$8,887.32 
SSD Simpson Manufacturing Co., Inc.
+0.57%
+$21.4 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$297.68 
APH Amphenol Corporation
+0.55%
+$8,631.82 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$194 
GM General Motors Company
+0.52%
+$53.82 
PSX Phillips 66
+0.51%
+$1,279.78 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
+0.5%
+$1,194.83 
FDD First Trust STOXX European Select Dividend Index Fund
+0.5%
+$69.8 
SNDA Sonida Senior Living Inc.
+0.5%
+$59.2 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$13,569.56 
BMO Bank of Montreal
+0.47%
+$4.98 
NSC Norfolk Southern Corporation
+0.46%
+$3.1 
OHI Omega Healthcare Investors Inc.
+0.46%
+$108.79 
IYW iShares U.S. Technology ETF
+0.46%
+$22.68 
SNY Sanofi American Depositary Receipt
+0.44%
+$12,044.99 
PAYX Paychex Inc.
+0.44%
+$13,626.18 
CSX CSX Corporation
+0.42%
+$2,159.01 
CTA Simplify Managed Futures Strategy ETF
+0.41%
+$309.21 
CASY Casey's General Stores Inc.
+0.4%
+$21 
PFE Pfizer Inc.
+0.4%
+$11,464.4 
RTX RTX Corporation
+0.39%
+$476.28 
AVGO Broadcom Inc.
+0.37%
+$13,893.12 
PG Procter & Gamble Co
+0.37%
+$3,708.41 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$0.32 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$145.87 
BAC Bank of America Corporation
+0.36%
+$1,853.5 
ZION Zions Bancorporation, National Association
+0.35%
+$7.44 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.33%
+$2,749.15 
RF Regions Financial Corporation
+0.32%
+$5,183.7 
GD General Dynamics Corporation
+0.32%
+$1,644.56 
TTC The Toro Company
+0.32%
+$0.29 
MRK Merck & Co., Inc.
+0.32%
+$6,150.15 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$2,434.61 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$472.79 
JPM JPMorgan Chase & Co.
+0.27%
+$4,801.52 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$246.96 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$997.32 
CM Canadian Imperial Bank of Commerce
+0.24%
+$2.24 
CME CME Group Inc.
+0.21%
+$4,789.79 
SO The Southern Company
+0.21%
+$2,357.2 
JNJ Johnson & Johnson
+0.21%
+$1,976.9 
ADI Analog Devices, Inc.
+0.2%
+$1,416.34 
CMI Cummins Inc.
+0.19%
+$873.54 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$227.21 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$278.64 
USB U.S. Bancorp
+0.17%
+$6,332.71 
T AT&T Inc.
+0.17%
+$611.44 
MS Morgan Stanley
+0.17%
+$464.76 
AWI Armstrong World Industries, Inc.
+0.17%
+$3.19 
FLRG Fidelity U.S. Multifactor ETF
+0.16%
+$0.07 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,821.74 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$309.52 
DELL Dell Technologies Inc.
+0.14%
+$1,524.32 
EA Electronic Arts Inc.
+0.13%
+$5.67 
MMM 3M Company
+0.12%
+$3.36 
PECO Phillips Edison & Company, Inc.
+0.12%
+$468.4 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$14.6 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$34.24 
RSPC Invesco S&P 500 Equal Weight Communication Services ETF
+0.11%
+$12.04 
FTSL First Trust Senior Loan ETF
+0.11%
+$33.5 
FDCF Fidelity Disruptive Communications ETF
+0.11%
+$47.37 
BDX Becton, Dickinson and Company
+0.1%
+$226.1 
ISRG Intuitive Surgical, Inc.
+0.1%
+$159.12 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$12.69 
C Citigroup Inc.
+0.1%
+$341.48 
FSK FS KKR Capital Corp.
+0.1%
+$27.62 
AFL Aflac Inc.
+0.09%
+$14.64 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$19.44 
WMT Walmart Inc.
+0.09%
+$958.82 
ABT Abbott Laboratories
+0.09%
+$174.78 
ATR AptarGroup, Inc.
+0.07%
+$0.09 
OC Owens Corning
+0.06%
+$0.08 
AEP American Electric Power Company, Inc.
+0.06%
+$182.21 
HDV iShares Core High Dividend ETF
+0.04%
+$274.2 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$0.06 
DIS The Walt Disney Company
+0.03%
+$142.14 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$610.72 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$1,045.22 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$248.36 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$9.98 
AFG American Financial Group Inc.
+0.01%
+$0.02 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 FSSL
FSSL
0%
$0 G200
G2004J103
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$186.85 
OLN Olin Corporation
-16.51%
-$329.4 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$635.8 
CAR Avis Budget Group, Inc.
-9.58%
-$189.28 
RIVN Rivian Automotive, Inc.
-9.57%
-$243.11 
AAPL Apple Inc.
-7.35%
-$639,873.92 
EIX Edison International
-6.81%
-$1,570.48 
PPC Pilgrim's Pride Corporation
-6.75%
-$1.98 
NXPI NXP Semiconductors N.V.
-6.53%
-$672 
SYK Stryker Corporation
-6.42%
-$2,613.78 
TROW T. Rowe Price Group, Inc.
-6.31%
-$1,167.15 
LIN Linde plc
-5.95%
-$26,174.91 
MU Micron Technology, Inc.
-5.9%
-$27,880.17 
WMG Warner Music Group Corp.
-5.81%
-$371.2 
SPOT Spotify Technology S.A.
-4.34%
-$1,518.89 
SHOP Shopify Inc.
-4.29%
-$15,555.75 
VKTX Viking Therapeutics Inc.
-4.14%
-$669.93 
NUAI New Era Energy & Digital, Inc.
-3.52%
-$85 
CAG Conagra Brands Inc.
-3.46%
-$3.64 
RING iShares MSCI Global Gold Miners ETF
-3.07%
-$904.96 
ES Eversource Energy
-3.05%
-$576 
CI The Cigna Group
-2.99%
-$6,767.47 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$169.95 
IBIT iShares Bitcoin Trust
-2.89%
-$148.4 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$48,674.34 
TOL Toll Brothers Inc
-2.76%
-$149.04 
IBKR Interactive Brokers Group Inc.
-2.75%
-$13,050.09 
AJG Arthur J. Gallagher & Co.
-2.75%
-$10,827.5 
QCOM QUALCOMM Incorporated
-2.63%
-$10,832.88 
ABBV AbbVie Inc.
-2.51%
-$117,048.77 
DLR Digital Realty Trust, Inc.
-2.42%
-$60.71 
SJM The J.M. Smucker Company
-2.41%
-$7,867.65 
AFRM Affirm Holdings, Inc.
-2.37%
-$22.62 
FMAT Fidelity MSCI Materials Index ETF
-2.33%
-$1.36 
BA Boeing Company
-2.15%
-$42.84 
NEM Newmont Corporation
-2.14%
-$43.05 
GPK Graphic Packaging Holding Company
-2.1%
-$0.69 
APLD Applied Digital Corporation
-2.07%
-$58 
KHC The Kraft Heinz Company
-2.01%
-$0.53 
LH Labcorp Holdings Inc.
-2.01%
-$879.87 
NFLX Netflix, Inc.
-2%
-$1,191.36 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$8.32 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$63.76 
FBRT Franklin BSP Realty Trust Inc.
-1.94%
-$1,701.75 
AWK American Water Works Company, Inc.
-1.93%
-$670.56 
AMD Advanced Micro Devices, Inc.
-1.9%
-$12,058.23 
RBC RBC Bearings Incorporated
-1.89%
-$7,465.96 
IBB iShares Biotechnology ETF
-1.87%
-$912.35 
IRM Iron Mountain Inc.
-1.86%
-$6.96 
DEI Douglas Emmett Inc.
-1.83%
-$877.58 
KRC Kilroy Realty Corporation
-1.82%
-$0.72 
APD Air Products and Chemicals, Inc.
-1.77%
-$345.15 
PHM PulteGroup Inc.
-1.76%
-$7,840.61 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$42,297.84 
FLO Flowers Foods, Inc.
-1.68%
-$0.12 
UNH UnitedHealth Group Incorporated
-1.68%
-$5,641.87 
ADM Archer-Daniels-Midland Co
-1.66%
-$408.7 
DRI Darden Restaurants, Inc.
-1.64%
-$12,875.22 
SNOW Snowflake Inc.
-1.62%
-$17,626.78 
LRCX Lam Research Corporation
-1.58%
-$19,223.04 
NLY Annaly Capital Management, Inc.
-1.56%
-$1,206.36 
GATX GATX Corporation
-1.56%
-$2.83 
NET Cloudflare Inc.
-1.56%
-$52.92 
POR Portland General Electric Company
-1.52%
-$126.16 
GLD SPDR Gold Shares
-1.49%
-$38,637.43 
IAU iShares Gold Trust
-1.46%
-$1,550.36 
KDP Keurig Dr Pepper Inc.
-1.43%
-$1,237.95 
NI NiSource Inc.
-1.42%
-$504.32 
RWX SPDR Dow Jones International Real Estate ETF
-1.41%
-$0.4 
NKE Nike, Inc. - Class B
-1.37%
-$142.1 
MUSA Murphy USA Inc.
-1.35%
-$33.36 
PPG PPG Industries Inc.
-1.35%
-$765.57 
MNST Monster Beverage Corporation
-1.3%
-$3,166.11 
DAL Delta Air Lines, Inc.
-1.3%
-$6,440 
NYT New York Times Co.
-1.24%
-$0.94 
WTRG Essential Utilities Inc.
-1.24%
-$0.5 
HSY The Hershey Company
-1.23%
-$10,106.47 
MDLZ Mondelez International, Inc.
-1.22%
-$15,426.22 
STE STERIS plc
-1.22%
-$134.88 
F Ford Motor Company
-1.21%
-$21.06 
TJX The TJX Companies, Inc.
-1.21%
-$6,971.48 
GNTX Gentex Corporation
-1.18%
-$0.28 
IQV IQVIA Holdings Inc.
-1.17%
-$7,639.62 
AIZ Assurant Inc.
-1.16%
-$369.51 
NEE NextEra Energy, Inc.
-1.15%
-$968.59 
WRB W.R. Berkley Corporation
-1.15%
-$473.76 
OMC Omnicom Group Inc.
-1.14%
-$286.65 
DE Deere & Company
-1.13%
-$54.4 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$2,152.77 
RCL Royal Caribbean Group
-1.13%
-$589.68 
DEO Diageo plc Sponsored ADR
-1.12%
-$8 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$2,986.71 
NU Nu Holdings Ltd.
-1.1%
-$27.68 
TXN Texas Instruments Inc
-1.08%
-$5,568.92 
LOW Lowe's Companies Inc.
-1.08%
-$111.23 
PLD Prologis Inc.
-1.08%
-$31,971.3 
MCK McKesson Corporation
-1.08%
-$4,641.36 
DINO HF Sinclair Corporation
-1.05%
-$2,057.37 
CTAS Cintas Corporation
-1.04%
-$900.72 
DOC Healthpeak Properties, Inc.
-1.04%
-$1,388.27 
CRH CRH plc
-1.03%
-$111.87 
INTC Intel Corporation
-1.02%
-$873.27 
NDAQ Nasdaq, Inc.
-1.02%
-$303.61 
COKE Coca-Cola Consolidated Inc.
-1.02%
-$13.51 
KO The Coca-Cola Company
-1.02%
-$7,234.2 
UPS United Parcel Service, Inc.
-1%
-$1,040.55 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$312.8 
PPL PPL Corporation
-0.98%
-$15,650.95 
EW Edwards Lifesciences Corporation
-0.98%
-$16.15 
TRP TC Energy Corporation
-0.97%
-$20,185.32 
MET MetLife Inc.
-0.97%
-$6,533 
MCHP Microchip Technology Incorporated
-0.96%
-$163.44 
SN SharkNinja, Inc.
-0.95%
-$28.08 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$547.4 
WDIV SPDR S&P Global Dividend ETF
-0.95%
-$1,300 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$647.92 
FNF Fidelity National Financial, Inc.
-0.9%
-$1,315.53 
VSTS Vestis Corporation
-0.89%
-$35.88 
O Realty Income Corporation
-0.87%
-$7,425.04 
SAIA Saia, Inc.
-0.86%
-$21 
ATO Atmos Energy Corporation
-0.85%
-$133.2 
VOYA Voya Financial Inc.
-0.84%
-$0.84 
FE FirstEnergy Corp.
-0.82%
-$22,607.6 
IHE iShares U.S. Pharmaceuticals ETF
-0.82%
-$326.76 
GILD Gilead Sciences Inc.
-0.81%
-$2,158.17 
SON Sonoco Products Co.
-0.81%
-$0.46 
PCAR PACCAR Inc.
-0.81%
-$1.08 
MCO Moody's Corporation
-0.81%
-$419.04 
D Dominion Energy, Inc.
-0.8%
-$3.92 
KMB Kimberly-Clark Corporation
-0.8%
-$9,885.92 
ALV Autoliv, Inc.
-0.8%
-$77.22 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$704.52 
ADC Agree Realty Corporation
-0.78%
-$0.61 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$9,652.47 
FXU First Trust Utilities AlphaDEX Fund
-0.76%
-$184.63 
CVS CVS Health Corporation
-0.75%
-$52.93 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$11.9 
ED Consolidated Edison, Inc.
-0.74%
-$171.72 
MA Mastercard Incorporated
-0.74%
-$5,686.51 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$209.72 
GSK GSK plc Sponsored ADR
-0.73%
-$3.42 
BLK BlackRock, Inc.
-0.73%
-$4,987.49 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$232.32 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$29,985.04 
MAR Marriott International Inc. - Class A
-0.71%
-$487.6 
RPM RPM International Inc.
-0.7%
-$0.76 
FID First Trust S&P International Dividend ETF
-0.7%
-$188.16 
ELS Equity Lifestyle Properties Inc.
-0.7%
-$0.46 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.7%
-$359.89 
FUTY Fidelity MSCI Utilities Index ETF
-0.7%
-$0.4 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$6,519.75 
DASH DoorDash, Inc.
-0.69%
-$3,814.08 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$0.31 
BJ BJ's Wholesale Club Holdings, Inc.
-0.68%
-$147.4 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$19,970.41 
GWX SPDR S&P International Small Cap ETF
-0.67%
-$10,543.78 
DUK Duke Energy Corporation
-0.67%
-$11,386.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$5,267.25 
WPC W. P. Carey Inc.
-0.65%
-$1,356.97 
AMGN Amgen Inc.
-0.64%
-$9,969.64 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$5,617.08 
GS The Goldman Sachs Group, Inc.
-0.63%
-$4,879.43 
AMT American Tower Corporation
-0.63%
-$15,366.04 
BALL Ball Corp.
-0.63%
-$1,630.98 
FREL Fidelity MSCI Real Estate Index ETF
-0.63%
-$0.19 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$505.23 
LGOV First Trust Long Duration Opportunities ETF
-0.62%
-$253.76 
EME EMCOR Group, Inc.
-0.62%
-$3,181.37 
PM Philip Morris International Inc.
-0.61%
-$18,830.28 
ECL Ecolab Inc.
-0.61%
-$6.84 
DHR Danaher Corporation
-0.61%
-$967.47 
AMCR Amcor plc
-0.6%
-$13,165.74 
REET iShares Global REIT ETF
-0.59%
-$161.67 
ROST Ross Stores, Inc.
-0.59%
-$1,789.5 
HUT Hut 8 Corp.
-0.59%
-$64 
CARY Angel Oak Income ETF
-0.59%
-$716.26 
WEC WEC Energy Group Inc.
-0.57%
-$12,431.85 
SBUX Starbucks Corporation
-0.57%
-$15.6 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$1,723.69 
PRU Prudential Financial, Inc.
-0.56%
-$2,967.68 
DGX Quest Diagnostics Inc.
-0.55%
-$10.32 
COF Capital One Financial Corporation
-0.54%
-$596.64 
LLY Eli Lilly and Company
-0.53%
-$10,359.7 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$628.12 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$4,178.74 
NGG National Grid plc Sponsored ADR
-0.52%
-$10,925.04 
RGA Reinsurance Group of America, Inc.
-0.51%
-$4.84 
SBAC SBA Communications Corporation
-0.51%
-$6.44 
WELL Welltower Inc.
-0.51%
-$11.9 
ALL Allstate Corporation
-0.49%
-$1,553.52 
ARMK Aramark
-0.49%
-$80.36 
IWM iShares Russell 2000 ETF
-0.47%
-$642.18 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$752.37 
PEP PepsiCo, Inc.
-0.46%
-$10,131.2 
TRV The Travelers Companies, Inc.
-0.43%
-$55.42 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.43%
-$665.55 
QSR Restaurant Brands International Inc.
-0.43%
-$1,948.5 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
-0.43%
-$165.3 
LAMR Lamar Advertising Company
-0.43%
-$1,544.18 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$180.31 
HD The Home Depot, Inc.
-0.42%
-$3,356.9 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$475.4 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$689.32 
FDFF Fidelity Disruptive Finance ETF
-0.41%
-$158.99 
MBB iShares MBS ETF
-0.4%
-$1,339.03 
RWR SPDR Dow Jones REIT ETF
-0.4%
-$265.88 
ETR Entergy Corporation
-0.38%
-$3.69 
AXP American Express Company
-0.38%
-$2,857.48 
FDX FedEx Corporation
-0.37%
-$12.65 
MDT Medtronic plc
-0.37%
-$9,626.88 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.37%
-$8,173.52 
GPC Genuine Parts Company
-0.37%
-$263.58 
RSG Republic Services, Inc.
-0.37%
-$250.38 
ABNB Airbnb, Inc.
-0.37%
-$14 
KVUE Kenvue Inc.
-0.36%
-$100.87 
TMUS T-Mobile US, Inc.
-0.36%
-$185.85 
IRT Independence Realty Trust Inc.
-0.36%
-$0.06 
OSK Oshkosh Corporation
-0.36%
-$0.51 
DG Dollar General Corporation
-0.35%
-$277.65 
FTCB First Trust Core Investment Grade ETF
-0.34%
-$551.74 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$196.52 
CL Colgate-Palmolive Company
-0.33%
-$58.8 
TFC Truist Financial Corporation
-0.33%
-$3,532.9 
PNW Pinnacle West Capital Corporation
-0.33%
-$3.96 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.33%
-$1,017.94 
SWKS Skyworks Solutions Inc.
-0.32%
-$7.4 
CEG Constellation Energy Corporation
-0.31%
-$5.67 
EVRG Evergy Inc.
-0.29%
-$37.2 
CBSH Commerce Bancshares, Inc.
-0.29%
-$0.17 
COR Cencora, Inc.
-0.28%
-$617.67 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$5,314.4 
CCI Crown Castle Inc.
-0.27%
-$553.98 
VTV Vanguard Value ETF
-0.27%
-$1,650.2 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$1,063.38 
MSIF MSC Income Fund Inc.
-0.27%
-$175.29 
CNP CenterPoint Energy Inc.
-0.26%
-$677.92 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.26%
-$32,376.76 
BX Blackstone Inc.
-0.25%
-$7.04 
SCIO First Trust Structured Credit Income Opportunities ETF
-0.24%
-$72.7 
COST Costco Wholesale Corporation
-0.24%
-$1,358.86 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.24%
-$3,217.8 
HBAN Huntington Bancshares Incorporated
-0.23%
-$0.4 
BNDX Vanguard Total International Bond ETF
-0.23%
-$844.47 
VB Vanguard Small-Cap ETF
-0.22%
-$451.43 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.22%
-$9,316.28 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$0.21 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$1,994.2 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$2,377.9 
PFG Principal Financial Group, Inc.
-0.22%
-$2,708.25 
SYSB iShares Systematic Bond ETF
-0.22%
-$102.22 
FR First Industrial Realty Trust Inc.
-0.21%
-$0.14 
KR Kroger Co.
-0.21%
-$74.4 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$1,990.5 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$324.6 
NFG National Fuel Gas Company
-0.19%
-$0.16 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$4,147.11 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$535.85 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$88.29 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$257.89 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$325.2 
UGI UGI Corporation
-0.17%
-$0.06 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$94.29 
FITB Fifth Third Bancorp
-0.16%
-$717.3 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.16%
-$125.72 
LNT Alliant Energy Corporation
-0.15%
-$19.03 
ELV Elevance Health, Inc.
-0.15%
-$111.44 
IXUS iShares Core International Stock ETF
-0.15%
-$737.8 
TPR Tapestry Inc.
-0.14%
-$17.64 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$0.91 
ICVT iShares Convertible Bond ETF
-0.13%
-$0.9 
BBDC Barings BDC Inc.
-0.12%
-$226.65 
KIM Kimco Realty Corporation
-0.12%
-$1,750.74 
MKC McCormick & Company, Incorporated
-0.12%
-$11.1 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$148.2 
MUB iShares National Muni Bond ETF
-0.11%
-$411.96 
CFG Citizens Financial Group, Inc.
-0.11%
-$220.96 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$20.56 
XLF Financial Select Sector SPDR Fund
-0.1%
-$0.06 
FEMB First Trust Emerging Markets Local Currency Bond ETF
-0.1%
-$30.96 
LMUB iShares Long-Term National Muni Bond ETF
-0.1%
-$158.9 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.1%
-$57.18 
BCE BCE Inc.
-0.09%
-$0.14 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$0.03 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$0.05 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$47.56 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.08%
-$2,066.76 
BINC iShares Flexible Income Active ETF
-0.08%
-$2.8 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$268.02 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$1,495.87 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$0.08 
WTFC Wintrust Financial Corporation
-0.07%
-$23.1 
SMA SmartStop Self Storage REIT Inc.
-0.06%
-$53.42 
ROKU Roku, Inc.
-0.06%
-$127.28 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.05%
-$15.81 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.05%
-$1,312.89 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$24.84 
HYLS FT Tactical High Yield ETF
-0.05%
-$30.28 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$3.5 
VO Vanguard Mid-Cap ETF
-0.05%
-$47.68 
HOOD Robinhood Markets, Inc.
-0.05%
-$15.36 
SCMC Sterling Capital Multi-Strategy Income ETF
-0.04%
-$336.39 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.04%
-$132.36 
VFQY Vanguard U.S. Quality Factor Fund
-0.04%
-$8.64 
V Visa Inc. Class A
-0.04%
-$525.52 
XEL Xcel Energy Inc.
-0.04%
-$344.07 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$5.6 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$3.79 
TGT Target Corporation
-0.01%
-$10.01 
UBER Uber Technologies, Inc.
-0.01%
-$78.59 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$0.01 Events
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Dividends
Dividend Analysis
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| Trades 11568 | Longs Won 6387/11568 55% | Profit Factor 2.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $55,695.96 |
| Average Win $18,580.42 | Best Trade (Sep 03) $1.89M | Sharpe Ratio -28.87 |
| Average Loss -$7,791.8 | Worst Trade (Sep 30) -$1.07M | Z-Score -3.43 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 3d | Expectancy $6,769 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 486 | $25,891.99 | $21,996.36 | - | -$3,895.63 | -15.05% | +0.645% |
| AAPL Apple Inc. | 26,096 | $5.82M | $8.06M | - | $2.24M | 38.57% | -7.354% |
| ABBV AbbVie Inc. | 18,091 | $3.13M | $4.54M | - | $1.41M | 45.05% | -2.513% |
| ABNB Airbnb, Inc. | 25 | $3,157 | $3,788 | - | $631 | 19.99% | -0.368% |
| ABT Abbott Laboratories | 1,942 | $192,144.66 | $205,269.4 | - | $13,124.74 | 6.83% | +0.085% |
| ACN Accenture plc Class A | 795 | $217,642.77 | $131,906.4 | - | -$85,736.37 | -39.39% | +1.611% |
| ADBE Adobe Inc. | 159 | $55,648.41 | $39,815.19 | - | -$15,833.22 | -28.45% | +1.013% |
| ADC Agree Realty Corporation | 1 | $73.06 | $77.8 | - | $4.74 | 6.49% | -0.778% |
| ADI Analog Devices, Inc. | 1,914 | $487,659.27 | $703,222.74 | - | $215,563.47 | 44.2% | +0.202% |
| ADM Archer-Daniels-Midland Co | 305 | $15,573.1 | $24,177.35 | - | $8,604.25 | 55.25% | -1.662% |
| ADP Automatic Data Processing Inc. | 6,713 | $1.52M | $1.79M | - | $271,727.48 | 17.91% | +0.982% |
| AEP American Electric Power Company, Inc. | 2,603 | $224,174.36 | $332,793.55 | - | $108,619.19 | 48.45% | +0.055% |
| AFG American Financial Group Inc. | 1 | $131.34 | $141.72 | - | $10.38 | 7.9% | +0.014% |
| AFL Aflac Inc. | 122 | $13,452.38 | $15,552.56 | - | $2,100.18 | 15.61% | +0.094% |
| AFRM Affirm Holdings, Inc. | 13 | $967.59 | $929.63 | - | -$37.96 | -3.92% | -2.375% |
| AIZ Assurant Inc. | 113 | $19,143.2 | $31,548.47 | - | $12,405.27 | 64.8% | -1.158% |
| AJG Arthur J. Gallagher & Co. | 1,538 | $271,058.53 | $383,607.96 | - | $112,549.43 | 41.52% | -2.745% |
| AKAM Akamai Technologies Inc. | 30 | $3,445.5 | $3,455.4 | - | $9.9 | 0.29% | +1.257% |
| ALL Allstate Corporation | 1,195 | $257,127.08 | $315,575.58 | - | $58,448.5 | 22.73% | -0.49% |
| ALV Autoliv, Inc. | 78 | $8,497.28 | $9,607.26 | - | $1,109.98 | 13.06% | -0.797% |
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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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FAQ
Which stocks have generated the highest profits for Jeremy Baltz?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $3.1M, Gilead Sciences Inc - $2.51M, iShares Core S&P 500 ETF - $2.02M, SPDR S&P 500 ETF Trust - $1.82M, and SPDR Portfolio Developed World ex-US ETF - $1.78M. 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: Crown Castle Inc - $997,750.88, BCE Inc - $809,948.6, KeyCorp - $639,064.77, Alexandria Real Estate Equities, Inc - $608,625.76, and Walgreens Boots Alliance Inc - $585,359.02. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeremy Baltz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $30.16M earned over time. The largest contributors to dividend income include SPDR SSGA Fixed Income Sector Rotation ETF - $1.31M, Verizon Communications Inc - $868,418.04, Mechanics Bank - $766,084, Philip Morris International Inc - $594,213.58, and TotalEnergies SE - $558,329.72. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeremy Baltz's monthly returns?
Jeremy Baltz'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 Jeremy Baltz's strategy be considered aggressive or moderate?
Jeremy Baltz'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 Jeremy Baltz's strategy?
Jeremy Baltz'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.
