Jill Grimes Portfolio
Invests via Centurion Wealth Management LLC | Managed by Olac Pallan, Sterling D. Neblett, Wendy Ann Payne, Mark C. McKaig
Invests via Centurion Wealth Management LLC
Managed by Olac Pallan, Sterling D. Neblett, Wendy Ann Payne, Mark C. McKaig
Automatically Tracked
Jill Grimes Profile
Jill Grimes is a seasoned investor-operator with extensive experience in private equity and venture capital. Her career reflects a profound commitment to driving growth and innovation within diverse sectors. Known for her leadership roles at various investment firms, she has successfully nurtured early-stage startups into market leaders through strategic initiatives and operational enhancements. With an educational background from prestigious institutions, Grimes combines financial acumen with entrepreneurial insight. Her ability to identify emerging trends makes her a pivotal figure in shaping industry trajectories.
Jill Grimes is a seasoned investor-operator with extensive experience in private equity and venture capital. Her career reflects a profound commitment to driving growth and innovation within diverse sectors. Known for her leadership roles at various investment firms, she has successfully nurtured early-stage startups into market leaders through strategic initiatives and operational enhancements. With an educational background from prestigious institutions, Grimes combines financial acumen with entrepreneurial insight. Her ability to identify emerging trends makes her a pivotal figure in shaping industry trajectories.
Investment Philosophy & Strategy
Growth opportunities within emerging markets capture attention, as Jill Grimes leverages her substantial experience to catalyze transformation in startups. Her background emphasizes operational improvements and a strong leadership approach that identifies market trends early on. This depth of knowledge underpins investment strategies that prioritize innovation alongside financial viability. By fostering dynamic relationships across various sectors, she crafts tailored solutions for portfolio companies to realize their potential fully. Through a blend of strategic insight and hands-on management, the focus remains steadfast on navigating complex landscapes while driving sustainable success.
Growth opportunities within emerging markets capture attention, as Jill Grimes leverages her substantial experience to catalyze transformation in startups. Her background emphasizes operational improvements and a strong leadership approach that identifies market trends early on. This depth of knowledge underpins investment strategies that prioritize innovation alongside financial viability. By fostering dynamic relationships across various sectors, she crafts tailored solutions for portfolio companies to realize their potential fully. Through a blend of strategic insight and hands-on management, the focus remains steadfast on navigating complex landscapes while driving sustainable success.
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:
76.24%
Gain -0.05%
Monthly
1.55%
Yearly
20.28%
Drawdown
21.77%
$421.8M
Equity
Holdings
$421.8M
Investment
$334.21M
$138.99M
Profit -$222,303.91
Realized
$51.4M
Unrealized
$87.59M
Dividends
$26.89M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.05%
Profit
-$222,303.91
Win %
74%
This Week
Compared To Last Week
Gain
-0.92%
Profit
-$3.9M
Win %
74%
This Month
Compared to last month
Gain
-0.57%
Profit
-$2.42M
Win %
74%
This Year
Compared to last year
Gain
0.9%
Profit
$3.67M
Win %
73%
VVOS Vivos Therapeutics, Inc.
+6.7%
+$406.8 
ELV Elevance Health, Inc.
+4.95%
+$26,985.36 
AAPL Apple Inc.
+3.58%
+$426,164.59 
CMCSA Comcast Corp
+2.36%
+$5,124.3 
PM Philip Morris International Inc.
+2.21%
+$9,605.05 
SAIC Science Applications International Corporation Common Stock
+2.03%
+$28,761.6 
ABBV AbbVie Inc.
+1.62%
+$11,267.37 
DIS The Walt Disney Company
+1.56%
+$6,075.01 
MO Altria Group, Inc.
+1.35%
+$3,985.44 
UNM Unum Group
+1.34%
+$4,687.5 
ACN Accenture plc Class A
+1.22%
+$6,272.34 
LMT Lockheed Martin Corporation
+1.07%
+$4,057.63 
PANW Palo Alto Networks, Inc.
+1%
+$2,853.28 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
+0.85%
+$3,703.59 
ITRN Ituran Location and Control Ltd.
+0.84%
+$2,472.5 
ADP Automatic Data Processing Inc.
+0.82%
+$2,814.38 
SCHW Charles Schwab Corporation
+0.74%
+$4,506.95 
WF Woori Financial Group Inc. Sponsored ADR
+0.67%
+$3,425 
NOC Northrop Grumman Corporation
+0.62%
+$1,424 
GOOG Alphabet Inc
+0.62%
+$15,946.87 
GOOGL Alphabet Inc
+0.59%
+$10,994.1 
BKNG Booking Holdings Inc.
+0.5%
+$1,293.7 
CRWD CrowdStrike Holdings, Inc.
+0.5%
+$1,580.8 
GD General Dynamics Corporation
+0.42%
+$2,649.18 
SHEL Shell plc
+0.39%
+$2,925.96 
COP ConocoPhillips
+0.38%
+$1,682.72 
TFC Truist Financial Corporation
+0.35%
+$1,670.2 
KO The Coca-Cola Company
+0.33%
+$3,156.37 
RTX RTX Corporation
+0.28%
+$1,100.55 
ET Energy Transfer L.P.
+0.28%
+$743.82 
PG Procter & Gamble Co
+0.26%
+$3,470.97 
HUM Humana Inc.
+0.24%
+$766.65 
QCOM QUALCOMM Incorporated
+0.23%
+$684.72 
MSFT Microsoft Corp.
+0.16%
+$9,126.08 
BRK-A Berkshire Hathaway Inc.
+0.16%
+$1,190.01 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$1,252 
FLTR VanEck IG Floating Rate ETF
+0.06%
+$300 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$171.66 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
INFY Infosys Limited
0%
$0 
NFLX Netflix, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VRIG Invesco Variable Rate Investment Grade ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
SCCO Southern Copper Corporation
-7.21%
-$22,769.18 
INTC Intel Corporation
-5.64%
-$20,557.68 
DELL Dell Technologies Inc.
-5.33%
-$51,075.95 
BHP BHP Group Ltd.
-5.3%
-$21,271.5 
ORCL Oracle Corporation
-5.29%
-$28,436.82 
WDC Western Digital Corporation
-4.42%
-$21,300 
SNDK SanDisk Corporation
-4.09%
-$24,052.6 
IOVA Iovance Biotherapeutics, Inc.
-3.44%
-$20,058.72 
GDX VanEck Gold Miners ETF
-3.44%
-$119,700 
AMD Advanced Micro Devices, Inc.
-3.36%
-$17,040.13 
AMAT Applied Materials, Inc.
-3.19%
-$27,044.57 
GLW Corning Incorporated
-3.15%
-$5,527.71 
KLAC KLA Corporation
-3.13%
-$4,312.88 
BAI iShares A.I. Innovation and Tech Active ETF
-2.9%
-$109,970.9 
GEV GE Vernova Inc.
-2.9%
-$11,617.66 
SGDM Sprott Gold Miners ETF
-2.75%
-$14,748.83 
STX Seagate Technology Holdings plc
-2.58%
-$26,459.58 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-2.57%
-$25,594.33 
DTCR Global X Data Center & Digital Infrastructure ETF
-2.53%
-$41,368.32 
CBRS Cerebras Systems Inc.
-2.48%
-$14,487.66 
IBM International Business Machines Corporation
-2.46%
-$5,935.4 
ASML ASML Holding N.V. New York Registry Shares
-2.45%
-$13,778.38 
NVDA NVIDIA Corporation
-2.36%
-$184,191.77 
MGNR American Beacon GLG Natural Resources ETF
-2.35%
-$8,089.25 
FICO Fair Isaac Corporation
-2.3%
-$7,151.08 
AMGN Amgen Inc.
-2.28%
-$21,595.87 
BOE BlackRock Enhanced Global Dividend Trust
-2.19%
-$23,371.47 
ANET Arista Networks, Inc.
-2.02%
-$7,400.48 
IEMG iShares Core MSCI Emerging Markets ETF
-2.01%
-$133,261.33 
MTUM iShares MSCI USA Momentum Factor ETF
-1.98%
-$46,882.32 
AVEM Avantis Emerging Markets Equity ETF
-1.96%
-$19,512.53 
DLR Digital Realty Trust, Inc.
-1.94%
-$13,608.37 
SPMO Invesco S&P 500 Momentum ETF
-1.91%
-$11,164.3 
MRK Merck & Co., Inc.
-1.91%
-$11,610.92 
DGX Quest Diagnostics Inc.
-1.86%
-$4,850.71 
CSCO Cisco Systems, Inc.
-1.83%
-$18,226 
COF Capital One Financial Corporation
-1.79%
-$7,720.96 
IAU iShares Gold Trust
-1.72%
-$39,821.62 
SGOL abrdn Physical Gold Shares ETF
-1.72%
-$66,459.6 
PWB Invesco Large Cap Growth ETF
-1.71%
-$6,174.72 
GHY PGIM Global High Yield Fund, Inc.
-1.7%
-$5,219.18 
AIQ Global X Artificial Intelligence & Technology ETF
-1.61%
-$102,524.14 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-1.59%
-$12,059.31 
UBS UBS Group AG
-1.55%
-$5,525 
JCE Nuveen Core Equity Alpha Fund
-1.54%
-$3,384.32 
HD The Home Depot, Inc.
-1.54%
-$6,701.86 
EVR Evercore Inc.
-1.53%
-$3,646.5 
STLD Steel Dynamics Inc.
-1.5%
-$4,310.34 
ETN Eaton Corporation plc
-1.46%
-$7,538.3 
RVT Royce Small-Cap Trust, Inc.
-1.43%
-$3,497.26 
META Meta Platforms Inc Class A
-1.42%
-$20,351.66 
AGX Argan Inc.
-1.41%
-$5,650 
IBIT iShares Bitcoin Trust
-1.4%
-$13,214.68 
ICVT iShares Convertible Bond ETF
-1.4%
-$8,272.03 
AMT American Tower Corporation
-1.39%
-$6,309.81 
XLK State Street Technology Select Sector SPDR ETF
-1.39%
-$8,534.7 
CAT Caterpillar Inc.
-1.33%
-$20,154.63 
CORO Ishares International Country Rotational Active ETF
-1.27%
-$16,340.49 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.25%
-$14,468.52 
MS Morgan Stanley
-1.23%
-$2,989.21 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-1.23%
-$6,245.16 
AOD Abrdn Total Dynamic Dividend Fund
-1.22%
-$3,268.46 
UNH UnitedHealth Group Incorporated
-1.22%
-$12,206.39 
AVK Advent Convertible and Income Fund
-1.22%
-$4,922.25 
BLCR iShares Large Cap Core ACT ETF
-1.22%
-$10,791.6 
NVO Novo Nordisk A/S Sponsored ADR
-1.21%
-$2,359.8 
EFG iShares MSCI EAFE Growth ETF
-1.18%
-$12,724.67 
TLH iShares 10-20 Year Treasury Bond ETF
-1.17%
-$36,887.2 
BIEAX Brandes International Equity Fund Class A
-1.16%
-$7,528.15 
TSLA Tesla, Inc.
-1.13%
-$13,411.84 
TGT Target Corporation
-1.12%
-$2,780.67 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-1.12%
-$37,227.81 
NCDL Nuveen Churchill Direct Lending Corp.
-1.11%
-$42,161.58 
VXF Vanguard Extended Market ETF
-1.1%
-$2,667 
FBCG Fidelity Blue Chip Growth Fund
-1.07%
-$21,886.26 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$11,544.37 
FTEC Fidelity MSCI Information Technology Index ETF
-1.06%
-$4,938.82 
TXN Texas Instruments Inc
-1.06%
-$3,775.51 
FNDF Schwab Fundamental International Large Company Index ETF
-1.02%
-$36,072.45 
TT Trane Technologies plc
-1.02%
-$6,591.16 
LOW Lowe's Companies Inc.
-1.01%
-$2,204.42 
GDV Gabelli Dividend & Income Trust
-1.01%
-$2,736.6 
AVGO Broadcom Inc.
-1.01%
-$10,767.78 
GRAB Grab Holdings Limited
-0.99%
-$687.03 
DSI iShares MSCI KLD 400 Social ETF
-0.98%
-$2,405.26 
IYW iShares U.S. Technology ETF
-0.98%
-$4,647.52 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.98%
-$11,694.71 
IWF iShares Russell 1000 Growth ETF
-0.97%
-$1,927.8 
QGRW WisdomTree U.S. Quality Growth Fund
-0.97%
-$104,980.85 
KLIC Kulicke & Soffa Industries, Inc.
-0.97%
-$10,327.5 
XLU Utilities Select Sector SPDR Fund
-0.95%
-$13,028.98 
IJH iShares Core S&P Mid-Cap ETF
-0.95%
-$6,259.36 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.94%
-$19,507.88 
NUE Nucor Corporation
-0.94%
-$3,691.46 
MMM 3M Company
-0.94%
-$5,268.42 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.91%
-$3,812.05 
VLO Valero Energy Corporation
-0.91%
-$10,589.68 
VO Vanguard Mid-Cap ETF
-0.91%
-$2,544.12 
IEFA iShares Core MSCI EAFE ETF
-0.91%
-$5,860.8 
EOD Allspring Global Dividend Opportunity Fund
-0.9%
-$1,205.58 
MCN XAI Madison Equity Premium Income Fund
-0.89%
-$4,229.74 
GS The Goldman Sachs Group, Inc.
-0.88%
-$3,154.96 
BLK BlackRock, Inc.
-0.87%
-$5,003.6 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.86%
-$21,986.88 
IJR iShares Core S&P Small-Cap ETF
-0.86%
-$9,272.97 
CMI Cummins Inc.
-0.85%
-$9,527.42 
DUK Duke Energy Corporation
-0.85%
-$2,827.97 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.84%
-$8,149.8 
LHX L3Harris Technologies, Inc.
-0.84%
-$1,644.3 
JQC Nuveen Credit Strategies Income Fund
-0.84%
-$2,658.6 
WDI Western Asset Diversified Income Fund
-0.84%
-$2,271.26 
EFA iShares MSCI EAFE ETF
-0.83%
-$2,669.11 
SBUX Starbucks Corporation
-0.82%
-$1,918.8 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.81%
-$6,270 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$62,509.44 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.8%
-$106,308.48 
MBB iShares MBS ETF
-0.8%
-$25,367.2 
IUSG iShares Core S&P U.S. Growth ETF
-0.78%
-$3,225.85 
IEF iShares 7-10 Year Treasury Bond ETF
-0.78%
-$1,766.16 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.78%
-$1,594.77 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.78%
-$1,902.78 
FENI Fidelity Enhanced International ETF
-0.77%
-$4,016.25 
LAMR Lamar Advertising Company
-0.76%
-$2,775.28 
MMTM SPDR S&P 1500 Momentum Tilt ETF
-0.76%
-$2,431.97 
WM Waste Management, Inc.
-0.75%
-$3,982.09 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.74%
-$64,606.08 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.74%
-$1,447.46 
MUB iShares National Muni Bond ETF
-0.73%
-$7,071.8 
GMOI GMO International Value ETF
-0.73%
-$3,375 
VTV Vanguard Value ETF
-0.72%
-$2,966.22 
ASGI abrdn Global Infrastructure Fund
-0.72%
-$4,113.28 
MAR Marriott International Inc. - Class A
-0.71%
-$2,632.23 
SYSB iShares Systematic Bond ETF
-0.7%
-$1,652.49 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.7%
-$9,188.48 
VTEB Vanguard Tax-Exempt Bond ETF
-0.7%
-$9,578.48 
JMUB JPMorgan Municipal Bond ETF
-0.7%
-$1,717.68 
FBND Fidelity Total Bond ETF
-0.68%
-$10,274.23 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$1,401.6 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.67%
-$4,640.61 
RSPG Invesco S&P 500 Equal Weight Energy ETF
-0.66%
-$3,565 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.66%
-$2,008.12 
VPLS Vanguard Core-Plus Bond ETF
-0.66%
-$9,362 
FALN iShares Fallen Angels USD Bond ETF
-0.66%
-$7,109.37 
BND Vanguard Total Bond Market Index Fund
-0.66%
-$7,541.15 
MLPA Global X MLP ETF
-0.65%
-$9,130.5 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.64%
-$59,171.21 
JPIB JPMorgan International Bond ETF
-0.63%
-$3,480.3 
IUSB iShares Core Universal USD Bond ETF
-0.63%
-$43,963.25 
DBND DoubleLine Opportunistic Bond ETF
-0.63%
-$8,406.16 
SPXE ProShares S&P 500 Ex-Energy ETF
-0.63%
-$1,657.34 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.62%
-$3,797.19 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.62%
-$2,694.49 
NTAP NetApp, Inc.
-0.62%
-$1,491.56 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.62%
-$1,910.65 
THRO iShares U.S. Thematic Rotation Active ETF
-0.62%
-$17,613.18 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.61%
-$20,221.76 
JCPB JPMorgan Core Plus Bond ETF
-0.61%
-$3,666.04 
VOO Vanguard S&P 500 ETF
-0.6%
-$47,514.06 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$12,045.32 
LYG Lloyds Banking Group Plc ADR
-0.59%
-$696.22 
IVV iShares Core S&P 500 ETF
-0.59%
-$93,122.72 
JFR Nuveen Floating Rate Income Fund
-0.59%
-$1,076.58 
FFA First Trust Enhanced Equity Income Fund
-0.59%
-$3,756.64 
GOVT iShares U.S. Treasury Bond ETF
-0.58%
-$12,179.05 
JBND JPMorgan Active Bond ETF
-0.57%
-$43,778.1 
VYM Vanguard High Dividend Yield ETF
-0.55%
-$13,400.1 
IHAK iShares Cybersecurity and Tech ETF
-0.55%
-$3,511.18 
APD Air Products and Chemicals, Inc.
-0.54%
-$1,442.89 
ITA iShares U.S. Aerospace & Defense ETF
-0.54%
-$3,653.07 
QUAL iShares MSCI USA Quality Factor ETF
-0.53%
-$30,240.04 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.52%
-$5,300.85 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.52%
-$11,513.5 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.52%
-$130,126.5 
SNOW Snowflake Inc.
-0.51%
-$1,507.91 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.51%
-$4,435.34 
SPYI NEOS S&P 500 High Income ETF
-0.51%
-$51,093.18 
PFE Pfizer Inc.
-0.5%
-$1,383.2 
JEPI JPMorgan Equity Premium Income Fund
-0.49%
-$28,084.28 
FVD First Trust Value Line Dividend Index Fund
-0.49%
-$8,014.32 
SPLV Invesco S&P 500 Low Volatility ETF
-0.49%
-$1,460.51 
CVX Chevron Corporation
-0.48%
-$1,959.06 
USMV iShares MSCI USA Min Vol Factor ETF
-0.46%
-$8,380.74 
OEF iShares S&P 100 ETF
-0.46%
-$15,812.2 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.46%
-$956.63 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$23,045.4 
LVHI Franklin International Low Volatility High Dividend ETF
-0.45%
-$4,374.56 
BINC iShares Flexible Income Active ETF
-0.45%
-$12,841.59 
IAGG iShares International Aggregate Bond Fund
-0.43%
-$11,798.56 
FLTB Fidelity Limited Term Bond ETF
-0.43%
-$3,860.54 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.41%
-$2,114.8 
GE General Electric Company
-0.4%
-$1,997.77 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-0.4%
-$1,981.44 
PFFV Global X Variable Rate Preferred ETF
-0.39%
-$985.66 
MA Mastercard Incorporated
-0.39%
-$1,438.83 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.38%
-$1,475.9 
FNDB Schwab Fundamental U.S. Broad Market ETF
-0.37%
-$10,968.7 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$6,867.6 
VOOV Vanguard S&P 500 Value ETF
-0.34%
-$1,747.98 
EFV iShares MSCI EAFE Value ETF
-0.34%
-$15,324.12 
AXP American Express Company
-0.33%
-$1,878.9 
JPM JPMorgan Chase & Co.
-0.33%
-$5,577.28 
SCHD Schwab U.S. Dividend Equity ETF
-0.32%
-$6,011.39 
LVHD Franklin U.S. Low Volatility ETF
-0.32%
-$3,021.34 
DGRO iShares Core Dividend Growth ETF
-0.32%
-$7,535.78 
FDVV Fidelity High Dividend ETF
-0.32%
-$1,191.8 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.31%
-$1,283.3 
IVE ISHARES S&P 500 VALUE ETF
-0.31%
-$19,334.88 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.3%
-$1,058.68 
MDT Medtronic plc
-0.29%
-$860.22 
JPIE JPMorgan Income ETF
-0.28%
-$9,221.16 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.27%
-$5,086.57 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
-0.27%
-$2,816.1 
JNJ Johnson & Johnson
-0.27%
-$4,433.24 
WFC Wells Fargo & Company
-0.25%
-$917.33 
SHY iShares 1-3 Year Treasury Bond ETF
-0.25%
-$576.66 
FELV Fidelity Enhanced Large Cap Value ETF
-0.25%
-$1,128.02 
VGSH Vanguard Short-Term Treasury Fund
-0.24%
-$3,641.96 
CSIO Cohen & Steers Infrastructure Opportunities Active ETF
-0.23%
-$10,732.06 
NEE NextEra Energy, Inc.
-0.23%
-$1,934.39 
NEAR iShares Short Maturity Bond ETF
-0.23%
-$2,426.04 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.23%
-$1,210.23 
JPC Nuveen Preferred & Income Opportunities Fund
-0.21%
-$880.98 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.18%
-$5,568.84 
MCD McDonald's Corporation
-0.18%
-$829.03 
AMZN Amazon.com Inc
-0.17%
-$6,966.8 
EWJV iShares MSCI Japan Value ETF
-0.16%
-$388 
BAC Bank of America Corporation
-0.15%
-$869.15 
SHOP Shopify Inc.
-0.15%
-$475.19 
LLY Eli Lilly and Company
-0.13%
-$2,633.68 
JPST JPMorgan Ultra-Short Income ETF
-0.1%
-$323.4 
WMT Walmart Inc.
-0.08%
-$460.96 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.07%
-$397.32 
WELL Welltower Inc.
-0.06%
-$189 
SHLD Global X Defense Tech ETF
-0.05%
-$120.66 
D Dominion Energy, Inc.
-0.05%
-$157.73 
PEP PepsiCo, Inc.
-0.04%
-$99.55 
V Visa Inc. Class A
-0.03%
-$502.44 
COST Costco Wholesale Corporation
-0.02%
-$126.39 
GRMN Garmin Ltd.
-0.01%
-$30 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2431 | Longs Won 1723/2431 70% | Profit Factor 11.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $266,784.22 |
| Average Win $88,439.88 | Best Trade (Sep 04) $5.78M | Sharpe Ratio -11.51 |
| Average Loss -$18,715.3 | Worst Trade (Jun 30) -$1.58M | Z-Score 16.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 6d | Expectancy $57,174.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 37,697 | $6.6M | $12.31M | - | $5.71M | 86.54% | +3.585% |
| ABBV AbbVie Inc. | 2,765 | $537,510.37 | $705,033.52 | - | $167,523.15 | 31.17% | +1.624% |
| ACN Accenture plc Class A | 2,931 | $705,644.18 | $521,542.14 | - | -$184,102.04 | -26.09% | +1.217% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 14,916 | $1.03M | $1.14M | - | $111,883.04 | 10.85% | -1.25% |
| ADP Automatic Data Processing Inc. | 1,291 | $290,120.21 | $345,213.4 | - | $55,093.19 | 18.99% | +0.822% |
| AGX Argan Inc. | 1,000 | $270,050 | $396,480 | - | $126,430 | 46.82% | -1.405% |
| AIQ Global X Artificial Intelligence & Technology ETF | 99,538 | $4.46M | $6.28M | - | $1.82M | 40.88% | -1.607% |
| AMAT Applied Materials, Inc. | 1,809 | $507,030.53 | $821,105.1 | - | $314,074.57 | 61.94% | -3.189% |
| AMD Advanced Micro Devices, Inc. | 974 | $208,592.39 | $490,506.4 | - | $281,914.01 | 135.15% | -3.357% |
| AMGN Amgen Inc. | 2,417 | $699,588.23 | $924,103.69 | - | $224,515.46 | 32.09% | -2.284% |
| AMT American Tower Corporation | 2,586 | $553,767.69 | $447,352.14 | - | -$106,415.55 | -19.22% | -1.391% |
| AMZN Amazon.com Inc | 15,834 | $2.32M | $3.99M | - | $1.67M | 72.12% | -0.174% |
| ANET Arista Networks, Inc. | 1,900 | $210,108.1 | $359,166.5 | - | $149,058.4 | 70.94% | -2.019% |
| AOD Abrdn Total Dynamic Dividend Fund | 25,142 | $213,821.43 | $264,242.42 | - | $50,420.99 | 23.58% | -1.222% |
| APD Air Products and Chemicals, Inc. | 899 | $253,411.1 | $263,977.86 | - | $10,566.76 | 4.17% | -0.544% |
| ASGI abrdn Global Infrastructure Fund | 25,708 | $516,624.64 | $564,804.76 | - | $48,180.12 | 9.33% | -0.723% |
| ASML ASML Holding N.V. New York Registry Shares | 325 | $272,160.6 | $548,315.62 | - | $276,155.02 | 101.47% | -2.451% |
| AVEM Avantis Emerging Markets Equity ETF | 10,379 | $811,881.21 | $977,286.64 | - | $165,405.43 | 20.37% | -1.958% |
| AVGO Broadcom Inc. | 2,934 | $881,682.93 | $1.06M | - | $176,640.21 | 20.03% | -1.007% |
| AVK Advent Convertible and Income Fund | 32,815 | $370,097.06 | $400,014.85 | - | $29,917.79 | 8.08% | -1.216% |
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 Jill Grimes?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $8.41M, iShares Core S&P 500 ETF - $4.97M, Apple Inc - $4.88M, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $4.28M, and JPMorgan Equity Premium Income Fund - $3.42M. 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: iShares Bitcoin Trust - $1.73M, iShares Cybersecurity and Tech ETF - $514,506.4, Strategy Inc - $451,280, UnitedHealth Group Incorporated - $363,633.87, and The Trade Desk, Inc. Class A - $360,436.88. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jill Grimes's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.89M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $3.03M, JPMorgan Nasdaq Equity Premium Income ETF - $2.72M, iShares Core Universal USD Bond ETF - $1.26M, iShares Treasury Floating Rate Bond ETF - $965,668.53, and JPMorgan Active Bond ETF - $784,873.74. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jill Grimes's monthly returns?
Jill Grimes'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 Jill Grimes's strategy be considered aggressive or moderate?
Jill Grimes'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 Jill Grimes's strategy?
Jill Grimes'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.
