KC
Kasey Cook Portfolio
Invests via Maripau Wealth Management LLC | Managed by Kasey Cook
Invests via Maripau Wealth Management LLC
Managed by Kasey Cook
Automatically Tracked
Kasey Cook Profile
Kasey Cook possesses a rich background in entrepreneurship and business leadership, having co-founded several successful startups that focus on innovative technology solutions. With extensive experience navigating the challenges of early-stage ventures, Cook has played a pivotal role in driving product development and market expansion strategies. Known for fostering collaborative environments, Kasey brings strong operational expertise to teams aiming to scale effectively. Her track record demonstrates an ability to leverage emerging trends and pivot as necessary to ensure sustained growth within competitive landscapes.
Kasey Cook possesses a rich background in entrepreneurship and business leadership, having co-founded several successful startups that focus on innovative technology solutions. With extensive experience navigating the challenges of early-stage ventures, Cook has played a pivotal role in driving product development and market expansion strategies. Known for fostering collaborative environments, Kasey brings strong operational expertise to teams aiming to scale effectively. Her track record demonstrates an ability to leverage emerging trends and pivot as necessary to ensure sustained growth within competitive landscapes.
Investment Philosophy & Strategy
Emphasizing a transformational approach, Kasey Cook harnesses her entrepreneurial spirit to identify disruptive opportunities in technology markets. With a keen sense for emerging trends and customer needs, she guides ventures toward innovative solutions that prioritize scalability and operational efficiency. Her leadership experience is characterized by fostering agile teams capable of adapting to rapid market changes. This flexibility enables an optimal response to competitive pressures while strategically navigating growth trajectories in dynamic industries.
Emphasizing a transformational approach, Kasey Cook harnesses her entrepreneurial spirit to identify disruptive opportunities in technology markets. With a keen sense for emerging trends and customer needs, she guides ventures toward innovative solutions that prioritize scalability and operational efficiency. Her leadership experience is characterized by fostering agile teams capable of adapting to rapid market changes. This flexibility enables an optimal response to competitive pressures while strategically navigating growth trajectories in dynamic industries.
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:
60.98%
Gain +1.2%
Monthly
0.67%
Yearly
8.37%
Drawdown
15.84%
$286.54M
Equity
Holdings
$286.54M
Investment
$239.65M
$54.66M
Profit +$2.11M
Realized
$7.77M
Unrealized
$46.89M
Dividends
$11.55M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.2%
Profit
$2.11M
Win %
70%
This Week
Compared To Last Week
Gain
-0.93%
Profit
-$2.7M
Win %
70%
This Month
Compared to last month
Gain
-0.44%
Profit
-$1.26M
Win %
70%
This Year
Compared to last year
Gain
2.28%
Profit
$6.4M
Win %
70%
HPE Hewlett Packard Enterprise Company
+11.18%
+$28,571.72 
ABTC Gryphon Digital Mining, Inc
+7.71%
+$1,682.95 
MSTR Strategy Inc.
+6.15%
+$72,368.59 
PWR Quanta Services Inc.
+4.05%
+$17,781.72 
GME Gamestop Corp.
+4.03%
+$50,127.75 
SHOP Shopify Inc.
+3.55%
+$11,229.49 
GEV GE Vernova Inc.
+3.41%
+$6,607.66 
APH Amphenol Corporation
+3.3%
+$40,025.6 
AMT American Tower Corporation
+2.67%
+$15,276.37 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.56%
+$38,887.48 
IBIT iShares Bitcoin Trust
+2.52%
+$130,277.4 
BA Boeing Company
+2.2%
+$8,824.5 
AMD Advanced Micro Devices, Inc.
+2.06%
+$5,210.4 
GOOGL Alphabet Inc
+1.99%
+$34,880.38 
GOOG Alphabet Inc
+1.93%
+$14,473.33 
SLV iShares Silver Trust
+1.78%
+$5,511.43 
AMZN Amazon.com Inc
+1.7%
+$63,819.42 
AAPL Apple Inc.
+1.69%
+$94,471.8 
GLW Corning Incorporated
+1.62%
+$2,286.23 
SMH VanEck Semiconductor ETF
+1.44%
+$31,422.58 
UPSD Aptus Large Cap Upside ETF
+1.43%
+$63,894.93 
GLD SPDR Gold Shares
+1.33%
+$13,160.52 
JNJ Johnson & Johnson
+1.31%
+$3,454.49 
CORO Ishares International Country Rotational Active ETF
+1.3%
+$12,445.97 
IAUM iShares Gold Trust Micro
+1.29%
+$8,129.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.24%
+$184,639.39 
IEMG iShares Core MSCI Emerging Markets ETF
+1.21%
+$14,130.81 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.21%
+$10,438.4 
META Meta Platforms Inc Class A
+1.21%
+$16,640.4 
VGT Vanguard Information Technology ETF
+1.2%
+$27,129.6 
NVDA NVIDIA Corporation
+1.2%
+$54,606.35 
AVEM Avantis Emerging Markets Equity ETF
+1.2%
+$3,551.59 
PH Parker-Hannifin Corporation
+1.19%
+$2,531.94 
PG Procter & Gamble Co
+1.16%
+$2,277.52 
MTUM iShares MSCI USA Momentum Factor ETF
+1.14%
+$3,472.56 
TT Trane Technologies plc
+1.11%
+$2,440.2 
EFV iShares MSCI EAFE Value ETF
+1.11%
+$5,075.24 
VUG Vanguard Growth ETF
+1.07%
+$21,288.49 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+1.07%
+$7,965.48 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.05%
+$22,888.32 
FRDM Freedom 100 Emerging Markets ETF
+1.05%
+$33,843.07 
IXUS iShares Core International Stock ETF
+1.05%
+$6,118.75 
EFG iShares MSCI EAFE Growth ETF
+1.04%
+$5,267.23 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.03%
+$6,768.69 
DIS The Walt Disney Company
+1.02%
+$3,030.43 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+1.02%
+$4,185.62 
BLCR iShares Large Cap Core ACT ETF
+1.01%
+$6,853.27 
DFAW Dimensional World Equity ETF
+1%
+$2,992.08 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.98%
+$18,738.08 
DFAI Dimensional International Core Equity Market ETF
+0.98%
+$3,081.79 
IALT iShares Systematic Alternatives Active ETF
+0.98%
+$6,177.66 
F Ford Motor Company
+0.97%
+$6,234.7 
IWY iShares Russell Top 200 Growth ETF
+0.97%
+$4,462.71 
XLSR SPDR SSGA US Sector Rotation ETF
+0.97%
+$1,995.85 
IDUB Aptus International Enhanced Fund
+0.96%
+$27,026.75 
THRO iShares U.S. Thematic Rotation Active ETF
+0.95%
+$4,809.44 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.94%
+$7,138.69 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.93%
+$16,964.39 
IVV iShares Core S&P 500 ETF
+0.92%
+$44,749.98 
SPY SPDR S&P 500 ETF Trust
+0.92%
+$63,739.5 
VOO Vanguard S&P 500 ETF
+0.91%
+$68,852.83 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.91%
+$66,361.4 
BAI iShares A.I. Innovation and Tech Active ETF
+0.91%
+$7,358 
VT Vanguard Total World Stock ETF
+0.91%
+$3,670.56 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.9%
+$3,712.18 
AMAT Applied Materials, Inc.
+0.88%
+$1,240.89 
XLC Communication Services Select Sector SPDR Fund
+0.88%
+$5,301.8 
QQQM Invesco NASDAQ 100 ETF
+0.86%
+$32,427.36 
QQQ Invesco QQQ Trust, Series 1
+0.86%
+$22,413.71 
FELC Fidelity Enhanced Large Cap Core ETF
+0.84%
+$24,330.53 
IWX iShares Russell Top 200 Value ETF
+0.84%
+$2,485.23 
IVE ISHARES S&P 500 VALUE ETF
+0.83%
+$13,194.76 
JPM JPMorgan Chase & Co.
+0.83%
+$8,555.6 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$4,102.92 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.81%
+$2,892.64 
DFIS Dimensional International Small Cap ETF
+0.8%
+$2,618.72 
SFLR Innovator Equity Managed Floor ETF
+0.79%
+$4,240.72 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.78%
+$1,983.28 
VFMV Vanguard U.S. Minimum Volatility ETF
+0.78%
+$7,907.64 
SPMO Invesco S&P 500 Momentum ETF
+0.74%
+$3,067.26 
VYM Vanguard High Dividend Yield ETF
+0.73%
+$3,503.85 
VCR Vanguard Consumer Discretionary ETF
+0.72%
+$2,657.99 
VO Vanguard Mid-Cap ETF
+0.72%
+$3,202.76 
VIG Vanguard Dividend Appreciation ETF
+0.71%
+$1,443.3 
VTV Vanguard Value ETF
+0.71%
+$9,942.94 
SPEM SPDR Portfolio Emerging Markets ETF
+0.71%
+$4,300.51 
XOM Exxon Mobil Corporation
+0.7%
+$2,752.68 
PFF iShares Preferred and Income Securities ETF
+0.7%
+$1,476.72 
VWO Vanguard FTSE Emerging Markets ETF
+0.7%
+$24,375.12 
QUAL iShares MSCI USA Quality Factor ETF
+0.7%
+$3,167.43 
JEPI JPMorgan Equity Premium Income Fund
+0.68%
+$5,205.2 
NFLX Netflix, Inc.
+0.66%
+$2,479.6 
PLTR Palantir Technologies Inc.
+0.66%
+$2,176.31 
ACIO Aptus Collared Investment Opportunity ETF
+0.66%
+$69,522.01 
WFC Wells Fargo & Company
+0.65%
+$3,144.96 
VB Vanguard Small-Cap ETF
+0.65%
+$29,817.06 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.65%
+$168,302.66 
AVGO Broadcom Inc.
+0.63%
+$6,687.27 
MSFT Microsoft Corp.
+0.63%
+$22,236.3 
RSP Invesco S&P 500 Equal Weight ETF
+0.63%
+$35,548.86 
FTLS First Trust Long/Short Equity ETF
+0.62%
+$1,361.12 
IWM iShares Russell 2000 ETF
+0.61%
+$2,332.76 
BUFR FT Vestladder Buffer ETF-USD I
+0.6%
+$10,187.1 
ORCL Oracle Corporation
+0.6%
+$2,204.32 
VNQ Vanguard Real Estate ETF
+0.58%
+$2,657.6 
SCHH Schwab U.S. REIT ETF
+0.56%
+$2,315.82 
TLT iShares 20+ Year Treasury Bond ETF
+0.56%
+$1,536.01 
MS Morgan Stanley
+0.55%
+$1,188.72 
LIN Linde plc
+0.54%
+$2,060.66 
SPHQ Invesco S&P 500 Quality ETF
+0.54%
+$1,845.45 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.53%
+$2,280.72 
USMV iShares MSCI USA Min Vol Factor ETF
+0.52%
+$1,997.68 
VGLT Vanguard Long-Term Treasury Fund
+0.5%
+$4,033.64 
IJR iShares Core S&P Small-Cap ETF
+0.49%
+$1,074.5 
BLV Vanguard Long-Term Bond ETF
+0.49%
+$1,885.44 
PSFF Pacer Swan SOS Fund of Funds
+0.49%
+$103,544.62 
WMT Walmart Inc.
+0.46%
+$5,156.27 
LOW Lowe's Companies Inc.
+0.42%
+$799.29 
HYD VanEck High Yield Muni ETF
+0.42%
+$1,242.51 
PGF Invesco Financial Preferred ETF
+0.42%
+$3,292.63 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
+0.42%
+$1,138.2 
V Visa Inc. Class A
+0.41%
+$4,338.99 
TLH iShares 10-20 Year Treasury Bond ETF
+0.41%
+$1,570.8 
VHT Vanguard Health Care ETF
+0.35%
+$2,923.65 
BUFF Innovator Laddered Allocation Fund
+0.34%
+$4,581.9 
SCHD Schwab U.S. Dividend Equity ETF
+0.32%
+$15,450.82 
VTEB Vanguard Tax-Exempt Bond ETF
+0.29%
+$1,976.66 
XLU Utilities Select Sector SPDR Fund
+0.27%
+$1,748.2 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.26%
+$1,006.71 
NOW ServiceNow, Inc.
+0.26%
+$1,734.68 
DFAT Dimensional US Targeted Value ETF
+0.21%
+$2,805.45 
MBB iShares MBS ETF
+0.21%
+$2,335.86 
LLY Eli Lilly and Company
+0.19%
+$826.77 
SYSB iShares Systematic Bond ETF
+0.19%
+$462.88 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.17%
+$843.75 
FMF First Trust Managed Futures Strategy Fund
+0.15%
+$335.21 
GD General Dynamics Corporation
+0.15%
+$424.83 
COST Costco Wholesale Corporation
+0.14%
+$1,661.16 
CPRY Calamos Russell 2000 Structured Alt Protection ETF - January
+0.14%
+$925.27 
JUCY Aptus Enhanced Yield ETF
+0.14%
+$2,879.88 
DMBS DoubleLine Mortgage ETF
+0.14%
+$5,097.04 
BKAG BNY Mellon Core Bond ETF
+0.14%
+$9,339.77 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.12%
+$486.27 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.12%
+$312.9 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$1,405.75 
IUSB iShares Core Universal USD Bond ETF
+0.11%
+$3,049.9 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.11%
+$911.15 
DRSK Aptus Defined Risk ETF
+0.11%
+$6,331.65 
OSCV Opus Small Cap Value ETF
+0.1%
+$3,280.64 
CI The Cigna Group
+0.09%
+$275.28 
SHLD Global X Defense Tech ETF
+0.08%
+$282.65 
BNDX Vanguard Total International Bond ETF
+0.06%
+$543.27 
TSLA Tesla, Inc.
+0.06%
+$609.24 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$484 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.03%
+$65.95 
BSV Vanguard Short-Term Bond ETF
+0.02%
+$159.94 
ADME Aptus Drawdown Managed Equity Fund
0%
$0 
DUBS Aptus Large Cap Enhanced Yield ETF
0%
$0 
CPNQ Calamos Nasdaq-100 Structured Alt Protection ETF – December
0%
$0 
CPSD Calamos S&P 500 Structured Alt Protection ETF – December
0%
$0 
DSCO DoubleLine Securitized Credit ETF
0%
$0 BMNU
BMNU
0%
$0 
FANG Diamondback Energy Inc
-1.56%
-$8,992 
GEVO Gevo Inc.
-0.95%
-$219 
LMT Lockheed Martin Corporation
-0.74%
-$1,717.41 
STLD Steel Dynamics Inc.
-0.65%
-$3,219.98 
BKNG Booking Holdings Inc.
-0.56%
-$7,279.08 
CPRT Copart Inc.
-0.44%
-$2,131.51 
FAAR First Trust Alternative Absolute Return Strategy ETF
-0.42%
-$906.25 
C Citigroup Inc.
-0.28%
-$641.94 
PGR Progressive Corporation
-0.22%
-$1,189.44 
SCHP Schwab U.S. TIPS ETF
-0.14%
-$2,841.34 
CHE Chemed Corporation
-0.13%
-$747.12 
LRCX Lam Research Corporation
-0.13%
-$316.62 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.11%
-$320.4 
MNST Monster Beverage Corporation
-0.07%
-$143.7 
MU Micron Technology, Inc.
-0.05%
-$293.8 Events
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Dividends
Dividend Analysis
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| Trades 2173 | Longs Won 1273/2173 58% | Profit Factor 3.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $137,732.27 |
| Average Win $59,131.11 | Best Trade (Sep 03) $3.29M | Sharpe Ratio -9.81 |
| Average Loss -$22,904.45 | Worst Trade (Aug 17) -$1.02M | Z-Score -2.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 1d | Expectancy $25,154.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,099 | $3.89M | $5.68M | - | $1.79M | 45.93% | +1.692% |
| ABTC Gryphon Digital Mining, Inc | 2,719.26 | $37,514.5 | $23,518.63 | - | -$13,995.87 | -37.31% | +7.707% |
| ACIO Aptus Collared Investment Opportunity ETF | 227,941 | $9.21M | $10.69M | - | $1.48M | 16.1% | +0.655% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 9,714 | $677,662.46 | $752,349.3 | - | $74,686.84 | 11.02% | +1.07% |
| ADME Aptus Drawdown Managed Equity Fund | 61,187 | $2.91M | $3.41M | - | $500,671.27 | 17.19% | 0.0 |
| AMAT Applied Materials, Inc. | 311 | $224,853 | $142,438 | - | -$82,415 | -36.65% | +0.879% |
| AMD Advanced Micro Devices, Inc. | 501 | $291,035.89 | $257,514 | - | -$33,521.89 | -11.52% | +2.065% |
| AMT American Tower Corporation | 3,303 | $680,582.77 | $586,629.31 | - | -$93,953.46 | -13.8% | +2.674% |
| AMZN Amazon.com Inc | 14,946 | $3.32M | $3.83M | - | $509,644.41 | 15.36% | +1.695% |
| APH Amphenol Corporation | 15,104 | $486,848.91 | $1.25M | - | $765,272.69 | 157.19% | +3.302% |
| AVEM Avantis Emerging Markets Equity ETF | 3,143 | $244,216.98 | $299,433.61 | - | $55,216.63 | 22.61% | +1.2% |
| AVGO Broadcom Inc. | 2,933 | $901,045.47 | $1.07M | - | $163,956.16 | 18.2% | +0.632% |
| BA Boeing Company | 1,961 | $420,590.87 | $410,437.3 | - | -$10,153.57 | -2.41% | +2.197% |
| BAI iShares A.I. Innovation and Tech Active ETF | 18,395 | $607,408.05 | $817,013.92 | - | $209,605.87 | 34.51% | +0.909% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 5,403 | $404,344.74 | $401,145.73 | - | -$3,199.01 | -0.79% | +0.121% |
| BKAG BNY Mellon Core Bond ETF | 169,814 | $7.13M | $6.93M | - | -$204,937.28 | -2.87% | +0.135% |
| BKNG Booking Holdings Inc. | 7,390 | $1.32M | $1.28M | - | -$36,137.1 | -2.74% | -0.565% |
| BLCR iShares Large Cap Core ACT ETF | 13,845 | $575,027.7 | $682,489.27 | - | $107,461.57 | 18.69% | +1.014% |
| BLV Vanguard Long-Term Bond ETF | 5,892 | $403,768.48 | $383,863.8 | - | -$19,904.68 | -4.93% | +0.494% |
| BMNU BMNU | 11,000 | $7.35 | $7.35 | - | - | - | 0.0 |
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FAQ
Which stocks have generated the highest profits for Kasey Cook?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $1.85M, iShares MSCI USA Quality Factor ETF - $1.64M, iShares MSCI EAFE Value ETF - $1.13M, iShares U.S. Technology ETF - $894,079.39, and NVIDIA Corporation - $862,768.62. 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 20+ Year Treasury Bond ETF - $1.3M, Rpar Risk Parity ETF - $977,771.93, iShares ESG Aware MSCI USA ETF - $931,539.02, iShares U.S. Treasury Bond ETF - $465,442.02, and Ford Motor Company - $199,470.77. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kasey Cook's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.55M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $764,419, iShares Core Universal USD Bond ETF - $603,321.56, iShares MSCI EAFE Value ETF - $562,519.67, BNY Mellon Core Bond ETF - $405,532.76, and iShares Core S&P 500 ETF - $403,070.11. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kasey Cook's monthly returns?
Kasey Cook'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 Kasey Cook's strategy be considered aggressive or moderate?
Kasey Cook'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 Kasey Cook's strategy?
Kasey Cook'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.
