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:
33.52%
Gain +0.21%
Monthly
0.36%
Yearly
4.44%
Drawdown
14.54%
$228.85M
Equity
Holdings
$228.85M
Investment
$187.22M
$47.63M
Profit +$565,670.6
Realized
$6M
Unrealized
$41.63M
Dividends
$10.61M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.21%
Profit
$565,670.6
Win %
70%
This Week
Compared To Last Week
Gain
-1.18%
Profit
-$2.72M
Win %
70%
This Month
Compared to last month
Gain
-1.63%
Profit
-$3.79M
Win %
70%
This Year
Compared to last year
Gain
6.58%
Profit
$14.12M
Win %
70%
UPSD Aptus Large Cap Upside ETF
+1.84%
+$59,904.38 
V Visa Inc. Class A
+1.45%
+$11,716 
JKH iShares Morningstar Mid-Cap Growth ETF
+1.18%
+$28,003.71 
SYK Stryker Corporation
+0.97%
+$1,761.18 
JPM JPMorgan Chase & Co.
+0.94%
+$8,879.77 
WFC Wells Fargo & Company
+0.9%
+$3,676.57 
FMF First Trust Managed Futures Strategy Fund
+0.77%
+$1,973.01 
BTHM iShares U.S. Thematic Rotation Active ETF
+0.73%
+$4,750.92 
LIN Linde plc
+0.66%
+$2,766.78 
CI The Cigna Group
+0.63%
+$1,931.71 
PWR Quanta Services Inc.
+0.62%
+$4,950.12 
VNQ Vanguard Real Estate ETF
+0.57%
+$1,704.64 
OSCV Opus Small Cap Value ETF
+0.54%
+$14,580.94 
XOM Exxon Mobil Corporation
+0.52%
+$2,546.76 
XLU Utilities Select Sector SPDR Fund
+0.5%
+$2,313.96 
CPNQ Calamos Nasdaq-100 Structured Alt Protection ETF – December
+0.39%
+$2,291.75 
HD The Home Depot, Inc.
+0.34%
+$798.6 
DFAT Dimensional US Targeted Value ETF
+0.31%
+$2,106.78 
SCHD Schwab U.S. Dividend Equity ETF
+0.25%
+$7,263.28 
CPSD Calamos S&P 500 Structured Alt Protection ETF – December
+0.21%
+$765.22 
ROP Roper Technologies Inc.
+0.18%
+$352.23 
STLD Steel Dynamics Inc.
+0.16%
+$1,202.85 
VYM Vanguard High Dividend Yield ETF
+0.14%
+$400.89 
WMT Walmart Inc.
+0.12%
+$2,032.35 
DIS The Walt Disney Company
+0.12%
+$258.84 
CPRY Calamos Russell 2000 Structured Alt Protection ETF - January
+0.11%
+$736.08 
IWX iShares Russell Top 200 Value ETF
+0.1%
+$347.16 
VTV Vanguard Value ETF
+0.1%
+$1,525.48 
SPEM SPDR Portfolio Emerging Markets ETF
+0.1%
+$376.8 
F-PD Ford Motor Company 6.500% Notes
+0.09%
+$917.14 
IWM iShares Russell 2000 ETF
+0.07%
+$158.46 
LVHB Innovator Lunt Low Vol/High Beta Tactical ETF
+0.06%
+$277.49 
COST Costco Wholesale Corporation
+0.06%
+$380.8 
LOW Lowe's Companies Inc.
+0.04%
+$101.28 
BINC iShares Flexible Income Active ETF
+0.04%
+$255.3 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.03%
+$76.02 
VWO Vanguard FTSE Emerging Markets ETF
+0.03%
+$777.43 
DFAW Dimensional World Equity ETF
+0.02%
+$68.26 
VB Vanguard Small-Cap ETF
+0.02%
+$941.92 
GD General Dynamics Corporation
+0.02%
+$61.05 
MTUM iShares MSCI USA Momentum Factor ETF
+0.01%
+$33.14 
ANTM Anthem Inc
0%
$0 
BEMO Aptus Behavioral Momentum ETF
0%
$0 
DUBS Aptus Large Cap Enhanced Yield ETF
0%
$0 
FTLS First Trust Long/Short Equity ETF
0%
$0 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
0%
$0 
NOW ServiceNow, Inc.
-4.21%
-$11,739.71 
OPEN Opendoor Technologies Inc.
-3.47%
-$2,548.66 
MU Micron Technology, Inc.
-2.75%
-$29,368.01 
AMZN Amazon.com Inc
-2.56%
-$63,975.76 
PLTR Palantir Technologies Inc.
-2.31%
-$4,163.22 
SHLD Global X Defense Tech ETF
-2.13%
-$4,305.91 
SHOP Shopify Inc.
-2.09%
-$4,784.01 
BAI iShares A.I. Innovation and Tech Active ETF
-1.72%
-$21,152.04 
GME Gamestop Corp.
-1.71%
-$23,644.74 
MSFT Microsoft Corp.
-1.58%
-$33,246.15 
MSTY YieldMax MSTR Option Income Strategy ETF
-1.54%
-$4,223.96 
CPRT Copart Inc.
-1.48%
-$4,521.34 
BR Broadridge Financial Solutions, Inc.
-1.46%
-$4,392.64 
AVGO Broadcom Inc.
-1.43%
-$8,162.27 
ORCL Oracle Corporation
-1.43%
-$4,807.64 
SLV iShares Silver Trust
-1.27%
-$3,538.92 
BA Boeing Company
-1.22%
-$3,693.6 
NFLX Netflix, Inc.
-1.11%
-$3,456.9 
AAPL Apple Inc.
-1.09%
-$44,858.24 
TSLA Tesla, Inc.
-1.02%
-$9,096.16 
LMT Lockheed Martin Corporation
-1%
-$2,479.5 
LLY Eli Lilly and Company
-0.99%
-$5,053.86 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.91%
-$2,423.46 
IBIT iShares Bitcoin Trust
-0.88%
-$43,300.61 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
-0.83%
-$3,265.65 
QQQ Invesco QQQ Trust, Series 1
-0.81%
-$8,147.24 
VGT Vanguard Information Technology ETF
-0.8%
-$14,805.6 
IWY iShares Russell Top 200 Growth ETF
-0.77%
-$4,133.8 
FRDM Freedom 100 Emerging Markets ETF
-0.76%
-$25,790.87 
AVEM Avantis Emerging Markets Equity ETF
-0.73%
-$3,283 
VCR Vanguard Consumer Discretionary ETF
-0.73%
-$2,293.72 
QQQM Invesco NASDAQ 100 ETF
-0.71%
-$23,745.94 
GEVO Gevo Inc.
-0.69%
-$129.64 
VUG Vanguard Growth ETF
-0.69%
-$13,820.16 
GE General Electric Company
-0.69%
-$1,625.9 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.69%
-$1,089.08 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.67%
-$87,329.76 
XLC Communication Services Select Sector SPDR Fund
-0.67%
-$2,921.25 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.65%
-$3,666.96 
SMH VanEck Semiconductor ETF
-0.64%
-$14,923.44 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.62%
-$11,879.79 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.6%
-$118,197.04 
TLT iShares 20+ Year Treasury Bond ETF
-0.58%
-$2,045 
META Meta Platforms Inc Class A
-0.58%
-$5,700.64 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.57%
-$2,152.92 
XLG Invesco S&P 500 Top 50 ETF
-0.56%
-$5,302.64 
IXUS iShares Core International Stock ETF
-0.54%
-$3,300.44 
GOOG Alphabet Inc
-0.52%
-$3,293.09 
IEMG iShares Core MSCI Emerging Markets ETF
-0.52%
-$10,813.64 
OEF iShares S&P 100 ETF
-0.52%
-$3,494.61 
VGLT Vanguard Long-Term Treasury Fund
-0.52%
-$3,510.91 
AMT American Tower Corporation
-0.51%
-$2,640.24 
GLD SPDR Gold Shares
-0.51%
-$5,031 
FAAR First Trust Alternative Absolute Return Strategy ETF
-0.5%
-$1,395.08 
BLV Vanguard Long-Term Bond ETF
-0.49%
-$1,976.08 
TLH iShares 10-20 Year Treasury Bond ETF
-0.47%
-$2,231.09 
FANG Diamondback Energy Inc
-0.46%
-$3,134.56 
IAU iShares Gold Trust
-0.46%
-$1,798.56 
GLDM SPDR Gold MiniShares Trust
-0.45%
-$1,834.34 
JUCY Aptus Enhanced Yield ETF
-0.41%
-$8,030.25 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.41%
-$9,468.63 
IAUM iShares Gold Trust Micro
-0.41%
-$2,356.54 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.4%
-$2,353.32 
GOOGL Alphabet Inc
-0.39%
-$7,413.9 
NVDA NVIDIA Corporation
-0.37%
-$15,848.28 
IDUB Aptus International Enhanced Fund
-0.36%
-$8,699.8 
PGF Invesco Financial Preferred ETF
-0.36%
-$3,071.25 
MBB iShares MBS ETF
-0.36%
-$3,768.22 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.35%
-$715.77 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$18,254.19 
VOO Vanguard S&P 500 ETF
-0.33%
-$12,868.44 
IVV iShares Core S&P 500 ETF
-0.32%
-$10,355.51 
QUAL iShares MSCI USA Quality Factor ETF
-0.32%
-$4,068.4 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.31%
-$1,631.68 
CHE Chemed Corporation
-0.29%
-$1,140.8 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.28%
-$2,174.7 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.28%
-$10,999.68 
FELC Fidelity Enhanced Large Cap Core ETF
-0.28%
-$5,805.77 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.27%
-$1,099.41 
USMV iShares MSCI USA Min Vol Factor ETF
-0.25%
-$1,016.4 
SPMO Invesco S&P 500 Momentum ETF
-0.25%
-$1,459.28 
EFV iShares MSCI EAFE Value ETF
-0.24%
-$4,017.74 
DRSK Aptus Defined Risk ETF
-0.24%
-$13,903.96 
DFAI Dimensional International Core Equity Market ETF
-0.23%
-$672.5 
IUSB iShares Core Universal USD Bond ETF
-0.23%
-$4,635.33 
BKAG BNY Mellon Core Bond ETF
-0.23%
-$12,917.72 
DFIS Dimensional International Small Cap ETF
-0.22%
-$643.04 
PH Parker-Hannifin Corporation
-0.22%
-$466.48 
BRK-B Berkshire Hathaway Inc.
-0.21%
-$2,268.24 
GOVT iShares U.S. Treasury Bond ETF
-0.2%
-$918.4 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.19%
-$475.26 
PGR Progressive Corporation
-0.17%
-$665.7 
VHT Vanguard Health Care ETF
-0.15%
-$880.88 
ACIO Aptus Collared Investment Opportunity ETF
-0.15%
-$13,495.72 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.15%
-$370 
SCHP Schwab U.S. TIPS ETF
-0.14%
-$2,815.93 
BUFR FT Vestladder Buffer ETF-USD I
-0.14%
-$1,941.8 
IAGG iShares International Aggregate Bond Fund
-0.13%
-$721.43 
JEPI JPMorgan Equity Premium Income Fund
-0.1%
-$505.89 
BSV Vanguard Short-Term Bond ETF
-0.09%
-$735.07 
DMBS DoubleLine Mortgage ETF
-0.08%
-$3,037.76 
VO Vanguard Mid-Cap ETF
-0.08%
-$184.01 
PSFF Pacer Swan SOS Fund of Funds
-0.07%
-$14,454.92 
VFMV Vanguard U.S. Minimum Volatility ETF
-0.06%
-$297.65 
IVE ISHARES S&P 500 VALUE ETF
-0.05%
-$1,083.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.02%
-$978.75 
BNDX Vanguard Total International Bond ETF
-0.01%
-$87.58 
LMBS First Trust Low Duration Opportunities ETF
-0.01%
-$20.44 Events
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Dividends
Dividend Analysis
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| Trades 1834 | Longs Won 993/1834 54% | Profit Factor 3.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $141,727.55 |
| Average Win $66,721.77 | Best Trade (Jun 11) $3.01M | Sharpe Ratio -9.17 |
| Average Loss -$22,148.6 | Worst Trade (Dec 30) -$609,702.94 | Z-Score -4.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 6d | Expectancy $25,969.33 |
| 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 | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
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Returns
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