TAF
Tred Avon Family Wealth LLC Portfolio
Invests via Tred Avon Family Wealth LLC | Managed by Frances Elizabeth (Beth) Spurry
Invests via Tred Avon Family Wealth LLC
Managed by Frances Elizabeth (Beth) Spurry
Automatically Tracked
Company Profile
A boutique wealth-management and family-office advisory firm serving high-net-worth individuals and multi-generational families in the Mid‑Atlantic, Tred Avon Family Wealth LLC offers investment management, financial planning, trust and estate coordination and philanthropic advisory. The firm emphasizes discretionary portfolio management, tax-aware asset allocation and multi-asset solutions including equities, fixed income and alternatives. Positioning highlights personalized service, fee-based advisory models and collaboration with custodians, CPA and local estate counsel.
A boutique wealth-management and family-office advisory firm serving high-net-worth individuals and multi-generational families in the Mid‑Atlantic, Tred Avon Family Wealth LLC offers investment management, financial planning, trust and estate coordination and philanthropic advisory. The firm emphasizes discretionary portfolio management, tax-aware asset allocation and multi-asset solutions including equities, fixed income and alternatives. Positioning highlights personalized service, fee-based advisory models and collaboration with custodians, CPA and local estate counsel.
Investment Philosophy & Strategy
Adopts a multi-generational, fiduciary-first wealth stewardship approach focused on capital preservation, tax-aware growth and intergenerational liquidity planning. Portfolios emphasize discretionary, customized asset allocation across equities, core fixed income and diversifying alternatives, blending liquid public markets with selective private investments and real assets to damp volatility and enhance real returns. Risk discipline centers on low-turnover, tax-efficient harvesting, disciplined rebalancing and concentrated manager selection for idiosyncratic skill. Governance leverages collaborative advisory relationships with custodians, CPAs and estate counsel to align investment decisions with holistic family goals and legacy outcomes.
Adopts a multi-generational, fiduciary-first wealth stewardship approach focused on capital preservation, tax-aware growth and intergenerational liquidity planning. Portfolios emphasize discretionary, customized asset allocation across equities, core fixed income and diversifying alternatives, blending liquid public markets with selective private investments and real assets to damp volatility and enhance real returns. Risk discipline centers on low-turnover, tax-efficient harvesting, disciplined rebalancing and concentrated manager selection for idiosyncratic skill. Governance leverages collaborative advisory relationships with custodians, CPAs and estate counsel to align investment decisions with holistic family goals and legacy outcomes.
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:
13.41%
Gain -0.11%
Monthly
1.15%
Yearly
13.41%
Drawdown
8.18%
$340.31M
Equity
Holdings
$340.31M
Investment
$298.83M
$38.56M
Profit -$344,406.11
Realized
-$2.93M
Unrealized
$41.48M
Dividends
$5.26M
Goals
Avg. 92% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$344,406.11
Win %
71%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$344,406.11
Win %
71%
This Month
Compared to last month
Gain
2.7%
Profit
$8.96M
Win %
71%
This Year
Compared to last year
Gain
4.21%
Profit
$13.78M
Win %
68%
PSX Phillips 66
+5.69%
+$48,111.84 
UBER Uber Technologies, Inc.
+4.01%
+$23,044.58 
ISRG Intuitive Surgical, Inc.
+3.85%
+$17,003.19 
NEM Newmont Corporation
+3.79%
+$15,523.56 
TRGP Targa Resources Corp.
+3.64%
+$20,996.32 
NFLX Netflix, Inc.
+2.9%
+$26,040.8 
MDT Medtronic plc
+2.58%
+$12,316.5 
TTE TotalEnergies SE
+2.48%
+$21,538.56 
CASY Casey's General Stores Inc.
+2.46%
+$7,875.84 
DHR Danaher Corporation
+2.25%
+$30,993.1 
SYK Stryker Corporation
+2%
+$16,143.18 
MRK Merck & Co., Inc.
+1.82%
+$10,806.12 
FCX Freeport-McMoRan Inc.
+1.28%
+$14,679.66 
NOC Northrop Grumman Corporation
+1.1%
+$9,023.27 
AMP Ameriprise Financial, Inc.
+1%
+$2,475.31 
GOOGL Alphabet Inc
+0.91%
+$41,795.73 
ABT Abbott Laboratories
+0.75%
+$20,004.57 
WMT Walmart Inc.
+0.72%
+$13,492.17 
TSLA Tesla, Inc.
+0.7%
+$3,378.71 
JPM JPMorgan Chase & Co.
+0.64%
+$34,131.87 
BBY Best Buy Co., Inc.
+0.52%
+$4,513.28 
COST Costco Wholesale Corporation
+0.52%
+$8,129.55 
RTX RTX Corporation
+0.49%
+$4,489.71 
IX Orix Corporation Sponsored ADR
+0.25%
+$2,401.5 
CEG Constellation Energy Corporation
+0.2%
+$730.07 
BMY Bristol-Myers Squibb Company
+0.18%
+$2,751.12 
GBDC Golub Capital BDC, Inc.
+0.11%
+$3,764.85 
TSLX Sixth Street Specialty Lending Inc.
+0.1%
+$1,035.22 
SNDK SanDisk Corporation
+0.1%
+$190.79 
EMLP First Trust North American Energy Infrastructure Fund
+0.09%
+$847.04 
HEI Heico Corporation
+0.07%
+$254.36 
MRP Millrose Properties Inc.
+0.07%
+$811.68 
EPD Enterprise Products Partners L.P.
+0.07%
+$928.85 
FLNG Flex LNG Ltd.
+0.07%
+$669.46 
CWEN Clearway Energy Inc.
+0.06%
+$475.82 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.06%
+$475.43 
GSK GSK plc Sponsored ADR
+0.06%
+$498.96 
DSI iShares MSCI KLD 400 Social ETF
+0.04%
+$472.36 
MPLX MPLX LP
+0.03%
+$406.84 
ESE Esco Technologies Inc.
+0.03%
+$86.21 
HMC Honda Motor Co., Ltd.
+0.03%
+$229.7 
AMAT Applied Materials, Inc.
+0.03%
+$108.31 
IWR iShares Russell Mid-Cap ETF
+0.03%
+$130.05 
AMD Advanced Micro Devices, Inc.
+0.03%
+$62.29 
ET Energy Transfer L.P.
+0.03%
+$256.15 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+0.02%
+$242.24 
AMCR Amcor plc
+0.02%
+$234.16 
MAR Marriott International Inc. - Class A
+0.02%
+$160.85 
APTV Aptiv PLC
+0.02%
+$58.03 
BSX Boston Scientific Corporation
+0.02%
+$51.83 
WCN Waste Connections Inc.
+0.02%
+$53.85 
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.02%
+$74.97 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$685.06 
AEP American Electric Power Company, Inc.
+0.02%
+$80.66 
HUBB Hubbell Inc.
+0.02%
+$132.67 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$34.65 
DUK Duke Energy Corporation
+0.01%
+$36.99 
VEU Vanguard FTSE All-World ex-US ETF
+0.01%
+$411.34 
CP Canadian Pacific Kansas City Limited
+0.01%
+$55.42 
RIO Rio Tinto Plc Sponsored ADR
+0.01%
+$84.97 
VNQ Vanguard Real Estate ETF
+0.01%
+$28.37 
ILCG iShares Morningstar Growth ETF
+0.01%
+$17.3 
IVV iShares Core S&P 500 ETF
+0.01%
+$970.5 
ADP Automatic Data Processing Inc.
+0.01%
+$37.9 
AMGN Amgen Inc.
+0.01%
+$38.34 
APD Air Products and Chemicals, Inc.
+0.01%
+$16.13 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$63.75 
VST Vistra Corp
+0.01%
+$15.02 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$49.96 
NVS Novartis AG Sponsored ADR
+0.01%
+$36.12 
QCOM QUALCOMM Incorporated
+0.01%
+$51.46 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$125.02 
CAT Caterpillar Inc.
+0.01%
+$9 
AME Ametek Inc.
0%
+$13.71 
EG Everest Group, Ltd.
0%
+$7.04 
MCD McDonald's Corporation
0%
+$29.59 
BLK BlackRock, Inc.
0%
+$15.47 
BASV Brown Advisory Sustainable Value Fund
0%
+$4.15 
BN Brookfield Corporation
0%
$0 
CMCSA Comcast Corp
0%
$0 
COP ConocoPhillips
0%
$0 
CSL Carlisle Companies Inc.
0%
$0 
DKS Dick's Sporting Goods, Inc.
0%
$0 
DOCU DocuSign Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FANG Diamondback Energy Inc
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
INTC Intel Corporation
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KVUE Kenvue Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NXT Nextracker Inc.
0%
$0 
O Realty Income Corporation
0%
$0 
PPG PPG Industries Inc.
0%
$0 
SBRA Sabra Health Care REIT, Inc.
0%
$0 
SHEL Shell plc
0%
$0 
SRE Sempra
0%
$0 
SYY Sysco Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
VICI Vici Properties Inc.
0%
$0 
WTRG Essential Utilities Inc.
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGF iShares Global Infrastructure ETF
0%
$0 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SMMD iShares Russell 2500 ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
LAMR Lamar Advertising Company
-3.91%
-$44,765.86 
MCHPP MICROCHIP TECHNOLOGY DEP SHS REPSTG 1/20TH PFD CONV SER A
-3.56%
-$27,601.8 
NVDA NVIDIA Corporation
-2.86%
-$186,999.22 
PSTL Postal Realty Trust, Inc.
-2.73%
-$25,395.3 
Q Qnity Electronics Inc.
-2.63%
-$9,949.83 
CAG Conagra Brands Inc.
-2.25%
-$6,133.94 
AFL Aflac Inc.
-2.14%
-$23,760.33 
PM Philip Morris International Inc.
-1.88%
-$30,216.56 
MDLZ Mondelez International, Inc.
-1.73%
-$4,506.84 
AAPL Apple Inc.
-1.62%
-$201,223.23 
ADI Analog Devices, Inc.
-1.54%
-$7,043.85 
FLEX Flex Ltd.
-1.36%
-$6,900.3 
XPO XPO Inc.
-1.04%
-$5,008.5 
WSO Watsco Inc.
-1.03%
-$4,407.01 
VGT Vanguard Information Technology ETF
-0.99%
-$7,680 
PEP PepsiCo, Inc.
-0.93%
-$14,587.37 
SBUX Starbucks Corporation
-0.88%
-$2,597.49 
ETD Ethan Allen Interiors Inc.
-0.84%
-$6,661.8 
BA Boeing Company
-0.69%
-$3,290.97 
AXP American Express Company
-0.6%
-$7,826.9 
EFA iShares MSCI EAFE ETF
-0.5%
-$4,474.98 
G Genpact Ltd.
-0.47%
-$2,200.32 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.44%
-$5,498.6 
IBM International Business Machines Corporation
-0.41%
-$3,214.58 
D Dominion Energy, Inc.
-0.36%
-$4,652.4 
IWF iShares Russell 1000 Growth ETF
-0.34%
-$2,079.48 
AUB Atlantic Union Bankshares Corporation
-0.31%
-$1,913.47 
IEI iShares 3-7 Year Treasury Bond ETF
-0.26%
-$3,629.7 
KO The Coca-Cola Company
-0.21%
-$2,842.97 
AMBP Ardagh Metal Packaging S.A.
-0.2%
-$1,669.85 
MTRN Materion Corporation
-0.19%
-$1,220.35 
WU Western Union Co.
-0.14%
-$784.1 
AJG Arthur J. Gallagher & Co.
-0.1%
-$800.5 
URI United Rentals, Inc.
-0.1%
-$517.32 
SHBI Shore Bancshares Inc.
-0.08%
-$1,244.86 
FTAI FTAI Aviation Ltd.
-0.08%
-$501.15 
FICO Fair Isaac Corporation
-0.08%
-$256.19 
PAGP Plains GP Holdings, L.P.
-0.08%
-$232.6 
XOM Exxon Mobil Corporation
-0.06%
-$2,258.7 
ABBV AbbVie Inc.
-0.06%
-$1,587.53 
KNTK Kinetik Holdings Inc.
-0.06%
-$718.83 
LH Labcorp Holdings Inc.
-0.06%
-$371.26 
HTGC Hercules Capital Inc.
-0.06%
-$653.37 
AVGO Broadcom Inc.
-0.06%
-$2,889.57 
ORCL Oracle Corporation
-0.05%
-$501.39 
IBIT iShares Bitcoin Trust
-0.05%
-$232.9 
LLY Eli Lilly and Company
-0.05%
-$2,068.3 
LHX L3Harris Technologies, Inc.
-0.05%
-$208.08 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.05%
-$332.7 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.05%
-$210 
COLB Columbia Banking System, Inc.
-0.05%
-$479.52 
META Meta Platforms Inc Class A
-0.05%
-$1,156.43 
TRIP Tripadvisor Inc.
-0.05%
-$126.28 
VB Vanguard Small-Cap ETF
-0.05%
-$701.89 
LUV Southwest Airlines Co.
-0.04%
-$102.9 
GS The Goldman Sachs Group, Inc.
-0.04%
-$220.95 
FISV Fiserv, Inc.
-0.04%
-$118.2 
MO Altria Group, Inc.
-0.04%
-$91.28 
PFE Pfizer Inc.
-0.04%
-$479.94 
MA Mastercard Incorporated
-0.04%
-$468.02 
XLE Energy Select Sector SPDR Fund
-0.04%
-$334.32 
ITW Illinois Tool Works Inc.
-0.03%
-$271.8 
TJX The TJX Companies, Inc.
-0.03%
-$548.67 
KMI Kinder Morgan, Inc.
-0.03%
-$144.74 
VTR Ventas Inc.
-0.03%
-$237.09 
MLM Martin Marietta Materials, Inc.
-0.03%
-$71.06 
ZBH Zimmer Biomet Holdings, Inc.
-0.03%
-$127.86 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$762.94 
CLX The Clorox Company
-0.03%
-$193.14 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$642.06 
MS Morgan Stanley
-0.03%
-$100.98 
V Visa Inc. Class A
-0.03%
-$892.99 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.03%
-$116.7 
OMAH VistaShares Target 15 Berkshire Select Income ETF
-0.03%
-$795 
RHP Ryman Hospitality Properties, Inc.
-0.03%
-$279.06 
UL Unilever PLC Sponsored American Depositary Receipt
-0.02%
-$271.17 
GILD Gilead Sciences Inc.
-0.02%
-$214.91 
GOOG Alphabet Inc
-0.02%
-$1,619.16 
RSG Republic Services, Inc.
-0.02%
-$412.43 
INTU Intuit Inc.
-0.02%
-$86.88 
PANW Palo Alto Networks, Inc.
-0.02%
-$1,001.31 
PWR Quanta Services Inc.
-0.02%
-$44.54 
TMO Thermo Fisher Scientific Inc.
-0.02%
-$710.19 
VRT Vertiv Holdings Co
-0.02%
-$114.64 
DD DuPont de Nemours, Inc.
-0.02%
-$54.99 
GXO GXO Logistics Inc.
-0.02%
-$80.27 
VZ Verizon Communications Inc.
-0.02%
-$354.68 
EWJ iShares MSCI Japan ETF
-0.02%
-$63.6 
ACGL Arch Capital Group Ltd
-0.02%
-$312.84 
CSX CSX Corporation
-0.02%
-$100.01 
LIN Linde plc
-0.02%
-$229.82 
MSFT Microsoft Corp.
-0.02%
-$2,505.3 
SLB Schlumberger Limited
-0.02%
-$70.24 
UNP Union Pacific Corporation
-0.02%
-$180.82 
GEV GE Vernova Inc.
-0.02%
-$35.2 
EMR Emerson Electric Co.
-0.02%
-$68.74 
KKR KKR & Co. Inc.
-0.02%
-$139.78 
UPS United Parcel Service, Inc.
-0.02%
-$156.72 
DFUV Dimensional US Marketwide Value ETF
-0.02%
-$424.37 
PG Procter & Gamble Co
-0.02%
-$294.16 
RPG Invesco S&P 500 Pure Growth ETF
-0.02%
-$72.72 
BAC Bank of America Corporation
-0.02%
-$2,867.61 
CARR Carrier Global Corporation
-0.02%
-$47.16 
WDC Western Digital Corporation
-0.02%
-$36.6 
AMZN Amazon.com Inc
-0.01%
-$1,270.48 
BX Blackstone Inc.
-0.01%
-$269.58 
REGN Regeneron Pharmaceuticals, Inc.
-0.01%
-$63.72 
VOO Vanguard S&P 500 ETF
-0.01%
-$424.75 
DIS The Walt Disney Company
-0.01%
-$155.97 
CTVA Corteva Inc.
-0.01%
-$61.48 
AMT American Tower Corporation
-0.01%
-$92.53 
NGG National Grid plc Sponsored ADR
-0.01%
-$97.33 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$62.82 
C Citigroup Inc.
-0.01%
-$51.05 
CL Colgate-Palmolive Company
-0.01%
-$30.41 
TER Teradyne, Inc.
-0.01%
-$71.1 
VUG Vanguard Growth ETF
-0.01%
-$97.08 
CRM Salesforce Inc
-0.01%
-$85.16 
DE Deere & Company
-0.01%
-$52.08 
DLR Digital Realty Trust, Inc.
-0.01%
-$135.62 
SWK Stanley Black & Decker Inc.
-0.01%
-$154 
DELL Dell Technologies Inc.
-0.01%
-$166.76 
SCHW Charles Schwab Corporation
-0.01%
-$77.07 
CSCO Cisco Systems, Inc.
-0.01%
-$197.03 
GE General Electric Company
-0.01%
-$77.49 
HD The Home Depot, Inc.
-0.01%
-$109.41 
MDY SPDR S&P MidCap 400 ETF Trust
-0.01%
-$42.42 
APH Amphenol Corporation
-0.01%
-$98.91 
TT Trane Technologies plc
-0.01%
-$109.74 
DFAS Dimensional U.S. Small Cap ETF
-0.01%
-$16.05 
VYM Vanguard High Dividend Yield ETF
-0.01%
-$14.28 
CVX Chevron Corporation
-0.01%
-$54.21 
LMT Lockheed Martin Corporation
-0.01%
-$27.78 
UNH UnitedHealth Group Incorporated
-0.01%
-$32.22 
JNJ Johnson & Johnson
0%
-$257.74 
ETN Eaton Corporation plc
0%
-$51.03 
QQQ Invesco QQQ Trust, Series 1
0%
-$29.76 
MU Micron Technology, Inc.
0%
-$8.99 
PH Parker-Hannifin Corporation
0%
-$14.18 
BAFE Brown Flex Equity ETF
0%
-$28.3 
BASG Brown Advisory Sustainable Growth ETF
0%
-$12.01 Events
Loading...
Dividends
Dividend Analysis
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No Data
| Trades 863 | Longs Won 554/863 64% | Profit Factor 3.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $243,024.51 |
| Average Win $98,367.45 | Best Trade (Aug 13) $3.79M | Sharpe Ratio -13.16 |
| Average Loss -$51,539.62 | Worst Trade (Jun 29) -$1.63M | Z-Score 10.06 (100%) |
| Commissions $0 | Avg. Trade Length 6m 3w 5d | Expectancy $44,676.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,623 | 5,960 | 5,298 | 4,636 | 3,974 | 3,311 | 2,649 | 1,987 | 1,325 | 662 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 39,689 | $10.16M | $12.23M | - | $2.08M | 20.43% | -1.618% |
| ABBV AbbVie Inc. | 10,584 | $2.44M | $2.6M | - | $163,796.04 | 6.72% | -0.061% |
| ABT Abbott Laboratories | 24,697 | $3.3M | $2.68M | - | -$622,352.36 | -18.83% | +0.751% |
| ACGL Arch Capital Group Ltd | 15,642 | $1.45M | $1.54M | - | $86,904.54 | 5.98% | -0.02% |
| ADI Analog Devices, Inc. | 1,173 | $288,660.51 | $450,344.02 | - | $161,683.51 | 56.01% | -1.54% |
| ADP Automatic Data Processing Inc. | 1,896 | $532,348.03 | $514,460.64 | - | -$17,887.39 | -3.36% | +0.007% |
| AEP American Electric Power Company, Inc. | 4,033 | $453,713 | $507,149.75 | - | $53,436.75 | 11.78% | +0.016% |
| AFL Aflac Inc. | 8,899 | $994,018 | $1.09M | - | $91,126.06 | 9.17% | -2.143% |
| AJG Arthur J. Gallagher & Co. | 3,202 | $990,106.17 | $793,679.74 | - | -$196,426.43 | -19.84% | -0.101% |
| AMAT Applied Materials, Inc. | 677 | $231,392 | $365,106.09 | - | $133,714.09 | 57.79% | +0.03% |
| AMBP Ardagh Metal Packaging S.A. | 166,985 | $667,131.58 | $839,934.55 | - | $172,802.97 | 25.9% | -0.198% |
| AMCR Amcor plc | 23,416 | $932,496.26 | $1.12M | - | $188,427.66 | 20.21% | +0.021% |
| AMD Advanced Micro Devices, Inc. | 519 | $301,492 | $250,926.13 | - | -$50,565.87 | -16.77% | +0.025% |
| AME Ametek Inc. | 1,371 | $260,225.87 | $347,781.57 | - | $87,555.7 | 33.65% | +0.004% |
| AMGN Amgen Inc. | 1,278 | $363,855.13 | $525,232.45 | - | $161,377.32 | 44.35% | +0.007% |
| AMP Ameriprise Financial, Inc. | 446 | $218,691.23 | $248,658.38 | - | $29,967.15 | 13.7% | +1.005% |
| AMT American Tower Corporation | 4,629 | $841,713.06 | $798,595.08 | - | -$43,117.98 | -5.12% | -0.012% |
| AMZN Amazon.com Inc | 31,754 | $7.01M | $8.71M | - | $1.7M | 24.28% | -0.015% |
| APD Air Products and Chemicals, Inc. | 807 | $220,102.5 | $244,892.21 | - | $24,789.71 | 11.26% | +0.007% |
| APH Amphenol Corporation | 19,802 | $1.28M | $1.67M | - | $390,479.8 | 30.4% | -0.006% |
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FAQ
Which stocks have generated the highest profits for Tred Avon Family Wealth LLC?
The largest contributions to the portfolio's profits come from the following stocks: Clearway Energy, Inc - $424,897.58, LyondellBasell Industries N.V - $420,001.41, Johnson & Johnson - $399,020.86, Teradyne, Inc - $321,969.31, and Golub Capital BDC, Inc - $255,331.95. 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: Strategy Inc - $1.9M, Fidelity Wise Origin Bitcoin Index Fund - $1.64M, Ark 21Shares Bitcoin ETF - $485,722, iShares Bitcoin Trust - $368,066.93, and Boston Scientific Corporation - $298,927.82. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tred Avon Family Wealth LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.26M earned over time. The largest contributors to dividend income include Bank of America Corporation - $260,763.16, Golub Capital BDC, Inc - $255,331.95, Johnson & Johnson - $114,666.76, Hercules Capital Inc - $112,036.25, and iShares Core S&P 500 ETF - $102,322.22. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tred Avon Family Wealth LLC's monthly returns?
Tred Avon Family Wealth LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Tred Avon Family Wealth LLC's strategy be considered aggressive or moderate?
Tred Avon Family Wealth LLC's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Tred Avon Family Wealth LLC's strategy?
Tred Avon Family Wealth LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
