Timothy J. Landolt Portfolio
Invests via Endowment Wealth Management Inc. | Managed by Robert L. Riedl, Prateek Mehrotra
Invests via Endowment Wealth Management Inc.
Managed by Robert L. Riedl, Prateek Mehrotra
Automatically Tracked
Timothy J. Landolt Profile
Timothy J. Landolt has established himself as a prominent figure in the financial services sector, particularly known for his leadership roles within innovative investment firms. His extensive experience encompasses operational management and strategic oversight, which have been pivotal in driving growth initiatives and enhancing client service platforms. Having navigated through diverse market conditions, he combines keen industry insight with an entrepreneurial mindset to support organizations in adapting to evolving economic landscapes. As a seasoned executive, Timothy continues to influence practices that define excellence in asset management and drive competitive advantage.
Timothy J. Landolt has established himself as a prominent figure in the financial services sector, particularly known for his leadership roles within innovative investment firms. His extensive experience encompasses operational management and strategic oversight, which have been pivotal in driving growth initiatives and enhancing client service platforms. Having navigated through diverse market conditions, he combines keen industry insight with an entrepreneurial mindset to support organizations in adapting to evolving economic landscapes. As a seasoned executive, Timothy continues to influence practices that define excellence in asset management and drive competitive advantage.
Investment Philosophy & Strategy
Growth opportunities in the evolving financial landscape attract attention from seasoned executives like Timothy J. Landolt. His strategic thinking, shaped by extensive operational management experience, prioritizes innovation and client engagement. By leveraging industry insights gained through diverse market conditions, he focuses on cultivating sustainable growth initiatives tailored to dynamic investor needs. This entrepreneurial mindset not only enhances competitive positioning but also fosters adaptability within firms navigating transitional economic phases.
Growth opportunities in the evolving financial landscape attract attention from seasoned executives like Timothy J. Landolt. His strategic thinking, shaped by extensive operational management experience, prioritizes innovation and client engagement. By leveraging industry insights gained through diverse market conditions, he focuses on cultivating sustainable growth initiatives tailored to dynamic investor needs. This entrepreneurial mindset not only enhances competitive positioning but also fosters adaptability within firms navigating transitional economic phases.
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:
67.43%
Gain -0.88%
Monthly
0.75%
Yearly
9.34%
Drawdown
21.59%
$261.88M
Equity
Holdings
$261.88M
Investment
$228.24M
$44.38M
Profit -$1.38M
Realized
$10.73M
Unrealized
$33.65M
Dividends
$18.05M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.88%
Profit
-$1.38M
Win %
67%
This Week
Compared To Last Week
Gain
-1.59%
Profit
-$4.22M
Win %
67%
This Month
Compared to last month
Gain
-1.23%
Profit
-$3.26M
Win %
67%
This Year
Compared to last year
Gain
2.08%
Profit
$5.33M
Win %
66%
MSI Motorola Solutions, Inc.
+8.14%
+$22,067.34 
PH Parker-Hannifin Corporation
+7.31%
+$36,814.49 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+6.31%
+$44,850.09 
BE Bloom Energy Corporation
+5.6%
+$14,928.81 
CPNG Coupang Inc.
+4.87%
+$14,142.96 
RC Ready Capital Corporation
+3.25%
+$1,258.15 
MLPX Global X MLP & Energy Infrastructure ETF
+2.83%
+$8,855.46 
AMD Advanced Micro Devices, Inc.
+2.21%
+$8,408.34 
CHRS Coherus Biosciences Inc.
+2.07%
+$345.63 
AMLP Alerian MLP ETF
+1.77%
+$12,296.64 
ETN Eaton Corporation plc
+1.76%
+$7,156.23 
MLPA Global X MLP ETF
+1.68%
+$12,940.98 
AVGO Broadcom Inc.
+1.54%
+$12,545.12 
TJX The TJX Companies, Inc.
+1.34%
+$5,260.12 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+1.24%
+$1,251 
CVX Chevron Corporation
+1.12%
+$4,171.64 
META Meta Platforms Inc Class A
+0.9%
+$2,119.99 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
+0.77%
+$1,766.52 
PLXS Plexus Corp.
+0.76%
+$2,792.24 
COST Costco Wholesale Corporation
+0.62%
+$1,482.58 
IBB iShares Biotechnology ETF
+0.61%
+$6,658.47 
SHLD Global X Defense Tech ETF
+0.61%
+$6,584.6 
SPMO Invesco S&P 500 Momentum ETF
+0.6%
+$60,211.8 
KMI Kinder Morgan, Inc.
+0.53%
+$1,107.32 
AAPL Apple Inc.
+0.45%
+$8,206.14 
VZ Verizon Communications Inc.
+0.45%
+$1,053.78 
GOOG Alphabet Inc
+0.43%
+$1,317.5 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.42%
+$1,970.98 
PSP Invesco Global Listed Private Equity ETF
+0.36%
+$53,425.09 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.31%
+$5,788.3 
SMH VanEck Semiconductor ETF
+0.31%
+$4,128.98 
V Visa Inc. Class A
+0.28%
+$944.99 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.28%
+$11,221.35 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.27%
+$1,503.25 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.26%
+$4,766.04 
RWO SPDR Dow Jones Global Real Estate ETF
+0.22%
+$584.09 
HYEM VanEck Emerging Markets High Yield Bond Fund
+0.2%
+$500.29 
RXRX Recursion Pharmaceuticals, Inc.
+0.16%
+$62.4 
JEPI JPMorgan Equity Premium Income Fund
+0.14%
+$697.2 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.12%
+$3,505.79 
MA Mastercard Incorporated
+0.11%
+$367.66 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.08%
+$212.82 
USB U.S. Bancorp
+0.03%
+$71.84 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
+$25.81 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CASY Casey's General Stores Inc.
0%
$0 
CION Cion Investment Corporation
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
HSY The Hershey Company
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MCO Moody's Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
ORCL Oracle Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
PSX Phillips 66
0%
$0 
RTX RTX Corporation
0%
$0 
SHEL Shell plc
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
T AT&T Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BLOK Amplify Transformational Data Sharing ETF
0%
$0 
BOTZ Global X Robotics & Artificial Intelligence ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
DBMF iMGP DBi Managed Futures Strategy ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EMLP First Trust North American Energy Infrastructure Fund
0%
$0 
EZU iShares MSCI Eurozone ETF
0%
$0 
FEMB First Trust Emerging Markets Local Currency Bond ETF
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
$0 
GHYG iShares US & Intl High Yield Corp Bond ETF
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
PICK iShares MSCI Global Metals & Mining Producers ETF
0%
$0 
PAVE Global X U.S. Infrastructure Development ETF
0%
$0 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
0%
$0 
QAI NYLI Hedge Multi-Strategy Tracker ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
JSI Janus Henderson Securitized Income ETF
0%
$0 
FLY Firefly Aerospace Inc.
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
CRCL Circle Internet Group, Inc.
0%
$0 
OTF Blue Owl Technology Finance Corp.
0%
$0 
IDEQ Lazard International Dynamic Equity ETF
0%
$0 
DFTX Definium Therapeutics, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
AISP Airship AI Holdings Inc.
-8.38%
-$1,600 
CHAT Roundhill Generative AI & Technology ETF
-8.02%
-$82,031.95 
VGZ Vista Gold Corp.
-7.04%
-$1,750 
SKYY First Trust Cloud Computing ETF
-6.83%
-$67,543.6 
CIBR First Trust NASDAQ Cybersecurity ETF
-5.88%
-$82,259.94 
ROKT SPDR S&P Kensho Final Frontiers ETF
-5.8%
-$44,046.73 
KTB Kontoor Brands Inc.
-5.8%
-$18,202.05 
JTEK JPMorgan U.S. Tech Leaders ETF
-5.58%
-$42,891.55 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-5.34%
-$21,945.25 
IAU iShares Gold Trust
-4.61%
-$28,615.68 
AMGN Amgen Inc.
-4.37%
-$10,757.24 
IUSG iShares Core S&P U.S. Growth ETF
-4.2%
-$299,181.23 
QQQM Invesco NASDAQ 100 ETF
-4.08%
-$36,662.4 
KMB Kimberly-Clark Corporation
-3.1%
-$10,008.48 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-3.03%
-$18,307.26 
AIQ Global X Artificial Intelligence & Technology ETF
-2.87%
-$36,766.6 
HUMA Humacyte, Inc.
-2.66%
-$2,045.11 
BIZD VanEck BDC Income ETF
-2.52%
-$10,820.48 
CALF Pacer US Small Cap Cash Cows 100 ETF
-2.5%
-$54,582.52 
EEM iShares MSCI Emerging Markets ETF
-2.48%
-$14,402.72 
KBWD Invesco KBW High Dividend Yield Financial ETF
-2.36%
-$15,216.01 
SCZ iShares MSCI EAFE Small-Cap ETF
-2.35%
-$101,319.16 
IJR iShares Core S&P Small-Cap ETF
-2.34%
-$112,720.36 
SPHQ Invesco S&P 500 Quality ETF
-2.29%
-$211,830.3 
SRVR Pacer Data & Infrastructure Real Estate ETF
-2.09%
-$5,058.24 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-2%
-$10,704.1 
WOOD iShares Global Timber & Forestry ETF
-1.9%
-$11,984.58 
IUSV iShares Core S&P U.S. Value ETF
-1.53%
-$23,273.26 
NFLX Netflix, Inc.
-1.43%
-$11,090.78 
AME Ametek Inc.
-1.33%
-$4,106.69 
GOOGL Alphabet Inc
-1.29%
-$5,452.19 
PCY Invesco Emerging Markets Sovereign Debt ETF
-1.23%
-$20,156.5 
NDAQ Nasdaq, Inc.
-0.99%
-$2,842.56 
ABBV AbbVie Inc.
-0.97%
-$8,385.6 
WST West Pharmaceutical Services, Inc.
-0.88%
-$40,782.13 
NVS Novartis AG Sponsored ADR
-0.76%
-$2,141.1 
XBI SPDR S&P Biotech ETF
-0.74%
-$7,242.13 
MCK McKesson Corporation
-0.67%
-$2,222.99 
BBAI BigBear.ai Holdings Inc.
-0.66%
-$243.4 
TSLA Tesla, Inc.
-0.63%
-$1,611.95 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.58%
-$8,149.68 
PGHY Invesco Global ex-US High Yield Corporate Bond ETF
-0.56%
-$1,542.53 
KLAR Klarna Group Plc
-0.54%
-$1,171.72 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.54%
-$4,149.87 
APH Amphenol Corporation
-0.53%
-$1,875.53 
FPE First Trust Preferred Securities and Income ETF
-0.5%
-$939.6 
ABEV Ambev S.A.
-0.49%
-$220.26 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
-0.49%
-$3,296 
WTMF WisdomTree Managed Futures Strategy Fund
-0.48%
-$3,519.24 
JPM JPMorgan Chase & Co.
-0.48%
-$2,863.8 
VRP Invesco Variable Rate Preferred ETF
-0.45%
-$1,677.83 
BNDW Vanguard Total World Bond ETF
-0.44%
-$1,092.9 
LMBS First Trust Low Duration Opportunities ETF
-0.44%
-$13,041.6 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.42%
-$1,079.2 
SRLN SPDR Blackstone Senior Loan ETF
-0.4%
-$1,231.36 
IEF iShares 7-10 Year Treasury Bond ETF
-0.39%
-$1,380.96 
INDA ISHARES MSCI INDIA ETF
-0.38%
-$6,804.85 
REM iShares Mortgage Real Estate ETF
-0.33%
-$797.16 
BND Vanguard Total Bond Market Index Fund
-0.32%
-$5,928.94 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.23%
-$635.76 
CME CME Group Inc.
-0.16%
-$428.7 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$413.27 
IVV iShares Core S&P 500 ETF
-0.16%
-$477.24 
DGRO iShares Core Dividend Growth ETF
-0.15%
-$9,081.96 
MUB iShares National Muni Bond ETF
-0.15%
-$403.52 
AMZN Amazon.com Inc
-0.14%
-$799.48 
PM Philip Morris International Inc.
-0.14%
-$296.52 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.14%
-$21,767.2 
IEUR iShares Core MSCI Europe ETF
-0.12%
-$551.88 
FTSL First Trust Senior Loan ETF
-0.11%
-$1,961.6 
NVDA NVIDIA Corporation
-0.1%
-$8,951.6 
MOAT VanEck Morningstar Wide Moat Fund
-0.1%
-$1,965.81 
IWC iShares Micro-Cap ETF
-0.1%
-$2,201.53 
MDT Medtronic plc
-0.09%
-$220.2 
VUG Vanguard Growth ETF
-0.08%
-$217.84 
MDIV FT Multi-Asset Diversified Income Fund
-0.07%
-$509.39 
GSY Invesco Ultra Short Duration ETF
-0.06%
-$1,771.53 
IEI iShares 3-7 Year Treasury Bond ETF
-0.04%
-$1,239.7 
UNP Union Pacific Corporation
-0.03%
-$62.17 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$964.39 
PCEF Invesco CEF Income Composite ETF
-0.01%
-$76.55 Events
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Dividends
Dividend Analysis
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| Trades 2527 | Longs Won 1544/2527 61% | Profit Factor 2.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $236,656.15 |
| Average Win $43,158.64 | Best Trade (Dec 31) $8.48M | Sharpe Ratio -12.24 |
| Average Loss -$22,644.34 | Worst Trade (Aug 07) -$6.67M | Z-Score 6.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 4d | Expectancy $17,561.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,820 | $1.02M | $1.82M | - | $798,281.6 | 78.27% | +0.453% |
| ABBV AbbVie Inc. | 3,494 | $621,254.85 | $851,837.2 | - | $230,582.35 | 37.12% | -0.975% |
| ABEV Ambev S.A. | 14,684 | $35,301.4 | $44,272.26 | - | $8,970.86 | 25.41% | -0.495% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,580 | $354,655.49 | $349,801.8 | - | -$4,853.69 | -1.37% | 0.0 |
| AIQ Global X Artificial Intelligence & Technology ETF | 20,540 | $910,682.13 | $1.24M | - | $333,425.67 | 36.61% | -2.87% |
| AISP Airship AI Holdings Inc. | 10,000 | $23,900 | $17,500 | - | -$6,400 | -26.78% | -8.377% |
| AMD Advanced Micro Devices, Inc. | 791 | $168,628 | $389,709.88 | - | $221,081.88 | 131.11% | +2.205% |
| AME Ametek Inc. | 1,215 | $260,447.4 | $305,426.7 | - | $44,979.3 | 17.27% | -1.327% |
| AMGN Amgen Inc. | 604 | $212,517.4 | $235,572.07 | - | $23,054.67 | 10.85% | -4.367% |
| AMLP Alerian MLP ETF | 12,809 | $488,262.32 | $708,593.88 | - | $220,331.56 | 45.13% | +1.766% |
| AMZN Amazon.com Inc | 2,050 | $394,886.43 | $558,133 | - | $163,246.57 | 41.34% | -0.143% |
| APH Amphenol Corporation | 8,244 | $363,395.52 | $353,111.13 | - | -$10,284.39 | -2.83% | -0.528% |
| ASML ASML Holding N.V. New York Registry Shares | 216 | $231,089.76 | $362,495.51 | - | $131,405.75 | 56.86% | 0.0 |
| AVGO Broadcom Inc. | 1,948 | $648,646.28 | $827,354.56 | - | $178,708.28 | 27.55% | +1.54% |
| BABA Alibaba Group Holding Limited SP ADR | 2,188 | $232,844.05 | $281,223.64 | - | $48,379.59 | 20.78% | 0.0 |
| BAI iShares A.I. Innovation and Tech Active ETF | 7,859 | $414,326.48 | $347,760.75 | - | -$66,565.73 | -16.07% | 0.0 |
| BBAI BigBear.ai Holdings Inc. | 12,170 | $44,663.9 | $36,631.7 | - | -$8,032.2 | -17.98% | -0.66% |
| BE Bloom Energy Corporation | 1,137 | $344,169.91 | $281,362.02 | - | -$62,807.89 | -18.25% | +5.603% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 6,013 | $550,852.87 | $551,271.84 | - | $418.97 | 0.08% | +0.273% |
| BINC iShares Flexible Income Active ETF | 12,988 | $682,895.59 | $675,116.24 | - | -$7,779.35 | -1.14% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Timothy J. Landolt?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $8.66M, Invesco Global Listed Private Equity ETF - $2.66M, FS KKR Capital Corp - $988,564.46, iShares Core S&P U.S. Value ETF - $962,814.76, and Vanguard Russell 1000 ETF - $958,574.86. 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: Circle Internet Group, Inc - $4.34M, West Pharmaceutical Services, Inc - $374,545.68, Coupang Inc - $358,203.26, WisdomTree New Economy Real Estate Fund - $206,096.8, and iShares Emerging Markets Dividend ETF - $155,252. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Timothy J. Landolt's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.05M earned over time. The largest contributors to dividend income include Invesco Global Listed Private Equity ETF - $2.25M, FS KKR Capital Corp - $940,317.47, NYLI Hedge Multi-Strategy Tracker ETF - $606,821.3, iShares Core MSCI EAFE ETF - $516,574.76, and iShares 0-5 Year High Yield Corporate Bond ETF - $443,255.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Timothy J. Landolt's monthly returns?
Timothy J. Landolt'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 Timothy J. Landolt's strategy be considered aggressive or moderate?
Timothy J. Landolt'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 Timothy J. Landolt's strategy?
Timothy J. Landolt'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.
