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:
69.02%
Gain -0.1%
Monthly
0.64%
Yearly
7.96%
Drawdown
15.88%
$284.6M
Equity
Holdings
$284.6M
Investment
$239.45M
$53.03M
Profit -$147,532.58
Realized
$7.88M
Unrealized
$45.15M
Dividends
$11.97M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$147,532.58
Win %
67%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$120,097.29
Win %
67%
This Month
Compared to last month
Gain
-0.11%
Profit
-$305,557.95
Win %
67%
This Year
Compared to last year
Gain
1.59%
Profit
$4.46M
Win %
68%
AMT American Tower Corporation
+5.24%
+$31,411.5 
FANG Diamondback Energy Inc.
+4.8%
+$26,568.55 
HPE Hewlett Packard Enterprise Company
+4.49%
+$11,521.23 
MU Micron Technology Inc.
+3.93%
+$19,026.38 
STLD Steel Dynamics, Inc.
+2.97%
+$14,894.59 
CIBR First Trust Nasdaq Cybersecurity ETF
+2.8%
+$9,227.52 
XOM ExxonMobil Holdings Corporation
+2.7%
+$11,414.13 
AMD Advanced Micro Devices Inc.
+2.68%
+$6,808.6 
APH Amphenol Corp. Class A Common Stock
+2.11%
+$23,260.16 
AMAT Applied Materials Inc.
+2.03%
+$2,368.27 
MSTR Strategy Inc.
+2.01%
+$26,852.31 
ORCL Oracle Corporation
+1.69%
+$5,091.5 
SMH VanEck Semiconductor ETF
+1.63%
+$33,147.66 
BAI iShares A.I. Innovation and Tech Active ETF
+1.54%
+$11,404.9 
GLW Corning Incorporated
+1.52%
+$1,632.41 
LRCX Lam Research Corp.
+1.39%
+$2,657.28 
GEVO Gevo Inc.
+1.32%
+$219 
LMT Lockheed Martin Corporation
+1.24%
+$3,198.85 
MTUM iShares MSCI USA Momentum Factor ETF
+1.16%
+$3,361.68 
VGT Vanguard Information Technology ETF
+1.01%
+$22,608 
AVGO Broadcom Inc.
+0.94%
+$8,887.02 
FRDM Freedom 100 Emerging Markets ETF
+0.91%
+$26,475.87 
MSFT Microsoft Corporation Common Stock
+0.78%
+$29,158.12 
SPMO Invesco S&P 500 Momentum ETF
+0.63%
+$2,448.15 
QQQ Invesco QQQ Trust, Series 1
+0.58%
+$15,163.98 
FAAR First Trust Alternative Absolute Return Strategy ETF
+0.55%
+$1,208.34 
QQQM Invesco NASDAQ 100 ETF
+0.52%
+$19,559.36 
GEV GE Vernova Inc.
+0.45%
+$785.4 
IEMG iShares Core MSCI Emerging Markets ETF
+0.36%
+$3,873.42 
IDUB Aptus International Enhanced Yield ETF
+0.35%
+$9,457.34 
FTLS First Trust Long/Short Equity ETF
+0.35%
+$767.44 
AVEM Avantis Emerging Markets Equity ETF
+0.33%
+$895.75 
NVDA NVIDIA Corporation
+0.31%
+$13,613.97 
SHOP Shopify Inc.
+0.31%
+$1,300.52 
SCHH Schwab U.S. REIT ETF
+0.31%
+$1,246.98 
FBTC Fidelity Wise Origin Bitcoin Fund
+0.28%
+$4,521.8 
IBIT iShares Bitcoin Trust ETF
+0.26%
+$14,211.96 
IWY iShares Russell Top 200 Growth ETF
+0.23%
+$1,032.96 
PWR Quanta Services, Inc.
+0.16%
+$616.83 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$1,058.92 
IALT iShares Systematic Alternatives Active ETF
+0.15%
+$975.42 
ADME Aptus Drawdown Managed Equity ETF
+0.14%
+$4,894.96 
VNQ Vanguard Real Estate ETF
+0.12%
+$531.52 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.12%
+$449.77 
THRO iShares U.S. Thematic Rotation Active ETF
+0.1%
+$521.5 
SFLR Innovator Equity Managed Floor ETF
+0.1%
+$556.16 
ACIO Aptus Collared Investment Opportunity ETF
+0.1%
+$10,257.34 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+0.08%
+$550.3 
IVW iShares S&P 500 Growth ETF
+0.07%
+$1,377.8 
VUG Vanguard Morningstar Growth ETF
+0.05%
+$910.64 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.03%
+$65.95 
BNDX Vanguard Total International Bond ETF
+0.02%
+$181.09 
NOW ServiceNow Inc.
+0.02%
+$153.06 
HYD VanEck High Yield Muni ETF
+0.01%
+$30.3 
CPSD Calamos S&P 500 Structured Alt Protection ETF - December
0%
$0 
DSCO DoubleLine Securitized Credit ETF
0%
$0 BMNU
BMNU
0%
$0 
LOW Lowe's Companies, Inc.
-2.91%
-$5,734.66 
F Ford Motor Co.
-2.89%
-$15,933.14 
BKNG Booking Holdings Inc.
-2.74%
-$32,663.87 
PG The Procter & Gamble Company
-2.63%
-$5,981.92 
CI The Cigna Group
-2.07%
-$7,489.91 
LLY Eli Lilly and Company
-1.95%
-$9,694.52 
JNJ Johnson & Johnson
-1.72%
-$4,550.06 
MNST Monster Beverage Corporation
-1.62%
-$3,664.35 
PH Parker-Hannifin Corporation
-1.59%
-$3,237.6 
V Visa Inc. Class A
-1.45%
-$17,169.68 
MS Morgan Stanley Common Stock
-1.41%
-$2,631.44 
ABTC Gryphon Digital Mining, Inc
-1.36%
-$293.41 
VCR Vanguard Consumer Discretionary ETF
-1.33%
-$5,012.48 
JPM JPMorgan Chase & Co.
-1.29%
-$12,686.93 
C Citigroup Inc.
-1.13%
-$2,271.48 
COST Costco Wholesale Corp
-1.12%
-$14,898.15 
XLC State Street Communication Services Select Sector SPDR ETF
-1.06%
-$6,167.4 
PGR The Progressive Corporation
-0.98%
-$5,600.28 
SLV iShares Silver Trust
-0.94%
-$2,500.3 
WMT Walmart Inc.
-0.94%
-$11,996.22 
VHT Vanguard Health Care ETF
-0.87%
-$7,849.8 
CPRT Copart, Inc.
-0.79%
-$3,631.47 
WFC Wells Fargo & Company
-0.78%
-$3,494.41 
UPSD Aptus Large Cap Upside ETF
-0.73%
-$33,826.72 
GD General Dynamics Corp.
-0.7%
-$2,013.91 
IAUM iShares Gold Trust Micro
-0.62%
-$3,663.46 
BA The Boeing Company
-0.62%
-$2,274.76 
IDEF iShares Defense Industrials Active ETF
-0.6%
-$1,457.1 
XLU State Street Utilities Select Sector SPDR ETF
-0.58%
-$3,840.5 
GLD SPDR Gold Shares
-0.56%
-$5,179.14 
VIG Vanguard Dividend Appreciation ETF
-0.55%
-$1,146.15 
EFG iShares MSCI EAFE Growth ETF
-0.54%
-$2,665.09 
RSP Invesco S&P 500 Equal Weight ETF
-0.53%
-$30,508.35 
TT Trane Technologies plc
-0.52%
-$1,170.3 
GME GameStop Corp. Class A
-0.51%
-$7,923.89 
CHE Chemed Corp.
-0.51%
-$2,982.81 
META Meta Platforms Inc Class A
-0.49%
-$6,889.7 
AMZN Amazon.com Inc
-0.48%
-$18,084.66 
IWX iShares Russell Top 200 Value ETF
-0.47%
-$1,435.32 
NFLX Netflix Inc.
-0.46%
-$1,523.35 
JEPI JPMorgan Equity Premium Income ETF
-0.45%
-$3,515.2 
SPHQ Invesco S&P 500 Quality ETF
-0.45%
-$1,558.38 
DIS The Walt Disney Company
-0.45%
-$1,437.69 
DFIS DFA International Small Company I
-0.45%
-$1,420.32 
QUAL iShares MSCI USA Quality Factor ETF
-0.44%
-$2,045.85 
SHLD Global X Defense Tech ETF
-0.41%
-$1,441.52 
VTV Vanguard Morningstar Value ETF
-0.4%
-$5,726.63 
DFAI Dimensional International Core Equity Market ETF
-0.4%
-$1,225.29 
VFMV Vanguard U.S. Minimum Volatility ETF
-0.39%
-$4,142.61 
BRK-B Berkshire Hathaway Inc.
-0.39%
-$6,413 
TSLA Tesla, Inc.
-0.39%
-$4,013.57 
DUBS Aptus Large Cap Enhanced Yield ETF
-0.37%
-$10,690.24 
IDEV iShares Core MSCI International Developed Markets ETF
-0.37%
-$1,493.25 
VYM Vanguard High Dividend Yield ETF
-0.37%
-$1,789.23 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.36%
-$1,317.44 
IVE iShares S&P 500 Value ETF
-0.35%
-$5,796.15 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.33%
-$1,490.94 
USMV iShares MSCI USA Min Vol Factor ETF
-0.33%
-$1,318.86 
TLH iShares 10-20 Year Treasury Bond ETF
-0.32%
-$1,264.8 
GOOGL Alphabet Inc
-0.32%
-$5,471.44 
DISV Dimensional International Small Cap Value ETF
-0.32%
-$1,538.6 
DRSK Aptus Defined Risk ETF
-0.31%
-$17,939.67 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
-0.31%
-$853.65 
BLV Vanguard Long-Term Bond ETF
-0.29%
-$1,119.48 
VGLT Vanguard Long-Term Treasury ETF
-0.29%
-$2,327.1 
XTEN BondBloxx Bloomberg Ten Year Target Duration U.S. Treasury ETF
-0.29%
-$1,094.25 
FELC Fidelity Enhanced Large Cap Core ETF
-0.28%
-$7,999.08 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.26%
-$4,771.98 
TLT iShares 20+ Year Treasury Bond ETF
-0.26%
-$736.16 
SCHD Schwab U.S. Dividend Equity ETF
-0.25%
-$12,641.58 
JUCY Aptus Enhanced Yield ETF
-0.25%
-$5,279.78 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.25%
-$1,073.28 
VB Vanguard Small-Cap ETF
-0.25%
-$11,191.18 
DFAW Dimensional World Equity ETF
-0.25%
-$730.21 
GOOG Alphabet Inc
-0.24%
-$1,778.05 
DFAT Dimensional U.S. Targeted Value ETF
-0.22%
-$2,805.45 
BUFF Innovator Laddered Allocation Buffer ETF
-0.2%
-$2,800.05 
DFGX Dimensional Global ex U.S. Core Fixed Income ETF
-0.19%
-$521.5 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.19%
-$1,443.78 
EFV iShares MSCI EAFE Value ETF
-0.19%
-$841.19 
BKAG BNY Mellon Core Bond ETF
-0.18%
-$12,736.05 
BIV Vanguard Intermediate-Term Bond ETF
-0.18%
-$729.4 
IWM iShares Russell 2000 ETF
-0.18%
-$653.18 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.16%
-$1,357.84 
DMBS DoubleLine Mortgage ETF
-0.16%
-$5,881.2 
PGF Invesco Financial Preferred ETF
-0.16%
-$1,197.32 
GOVT iShares U.S. Treasury Bond ETF
-0.16%
-$1,968.05 
IJR iShares Core S&P Small-Cap ETF
-0.15%
-$322.33 
IVV iShares Core S&P 500 ETF
-0.15%
-$7,170.05 
IUSB iShares Core Universal USD Bond ETF
-0.14%
-$3,964.87 
XLSR SPDR SSGA U.S. Sector Rotation ETF
-0.14%
-$299.73 
BLCR iShares Large Cap Core Active ETF
-0.14%
-$942.84 
SYSB iShares Systematic Bond ETF
-0.14%
-$350.05 
VEA Vanguard FTSE Developed Markets ETF
-0.14%
-$19,598.6 
VT Vanguard Total World Stock ETF
-0.13%
-$535.29 
VOO Vanguard S&P 500 ETF
-0.13%
-$9,758.59 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.13%
-$33,370.36 
ACWX iShares MSCI ACWI ex U.S. ETF
-0.12%
-$874.26 
SPY State Street SPDR S&P 500 ETF Trust
-0.12%
-$8,150.8 
FMF First Trust Managed Futures Strategy Fund
-0.12%
-$261.54 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.11%
-$911.15 
VMBS Vanguard Mortgage-Backed Securities ETF
-0.11%
-$562.5 
VXUS Vanguard Total International Stock ETF
-0.11%
-$2,263.68 
PFF iShares Preferred and Income Securities ETF
-0.1%
-$210.96 
VTI Vanguard Total Stock Market ETF
-0.1%
-$7,221.66 
VV Vanguard Morningstar Large-Cap ETF
-0.1%
-$403.24 
CPRY Calamos Russell 2000 Structured Alt Protection ETF - January
-0.1%
-$632.35 
LIN Linde plc
-0.08%
-$348.5 
AAPL Apple Inc.
-0.08%
-$4,702.23 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$533.15 
OSCV Opus Small Cap Value ETF
-0.06%
-$2,050.4 
BUFR FT Vest Laddered Buffer ETF
-0.05%
-$905.52 
IXUS iShares Core MSCI Total International Stock ETF
-0.04%
-$242.88 
CORO iShares International Country Rotation Active ETF
-0.04%
-$392.2 
SPEM SPDR Portfolio Emerging Markets ETF
-0.04%
-$232.46 
MBB iShares MBS ETF
-0.04%
-$430.29 
VWO Vanguard FTSE Emerging Markets ETF
-0.03%
-$870.54 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$405.9 
PSFF Pacer Swan SOS Fund of Funds ETF
-0.01%
-$3,045.43 
CPNQ Calamos Nasdaq-100 Structured Alt Protection ETF - December
0%
-$4.28 Events
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Dividends
Dividend Analysis
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| Trades 2173 | Longs Won 1254/2173 57% | Profit Factor 3.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $134,450.73 |
| Average Win $58,759.72 | Best Trade (Oct 15) $3.39M | Sharpe Ratio -9.81 |
| Average Loss -$22,476.71 | Worst Trade (Oct 19) -$872,858.88 | Z-Score -2.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4w 1d | Expectancy $24,403.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,099 | $3.89M | $5.95M | - | $2.06M | 52.89% | -0.079% |
| ABTC Gryphon Digital Mining, Inc | 2,719.26 | $37,514.5 | $21,324.72 | - | -$16,189.78 | -43.16% | -1.357% |
| ACIO Aptus Collared Investment Opportunity ETF | 227,941 | $9.21M | $10.65M | - | $1.45M | 15.71% | +0.096% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 9,714 | $677,662.46 | $714,561.84 | - | $36,899.38 | 5.45% | -0.122% |
| ADME Aptus Drawdown Managed Equity ETF | 61,187 | $2.91M | $3.44M | - | $524,430.18 | 18.01% | +0.143% |
| AMAT Applied Materials Inc. | 311 | $224,853 | $119,173.64 | - | -$105,679.36 | -47% | +2.028% |
| AMD Advanced Micro Devices Inc. | 501 | $291,035.89 | $261,281.52 | - | -$29,754.37 | -10.22% | +2.676% |
| AMT American Tower Corporation | 3,303 | $680,582.77 | $631,137.24 | - | -$49,445.53 | -7.27% | +5.238% |
| AMZN Amazon.com Inc | 14,946 | $3.32M | $3.72M | - | $405,171.87 | 12.21% | -0.483% |
| APH Amphenol Corp. Class A Common Stock | 15,104 | $486,848.91 | $1.13M | - | $640,060.53 | 131.47% | +2.108% |
| AVEM Avantis Emerging Markets Equity ETF | 3,143 | $244,216.98 | $275,091.07 | - | $30,874.09 | 12.64% | +0.327% |
| AVGO Broadcom Inc. | 2,933 | $901,045.47 | $956,949.91 | - | $55,904.44 | 6.2% | +0.937% |
| BA The Boeing Company | 1,961 | $420,590.87 | $365,510.79 | - | -$55,080.08 | -13.1% | -0.619% |
| BAI iShares A.I. Innovation and Tech Active ETF | 18,395 | $607,408.05 | $749,412.3 | - | $142,004.25 | 23.38% | +1.545% |
| BIV Vanguard Intermediate-Term Bond ETF | 5,403 | $404,344.74 | $399,470.8 | - | -$4,873.94 | -1.21% | -0.182% |
| BKAG BNY Mellon Core Bond ETF | 169,814 | $7.13M | $6.89M | - | -$240,598.22 | -3.37% | -0.185% |
| BKNG Booking Holdings Inc. | 7,390 | $1.32M | $1.16M | - | -$159,328.47 | -12.1% | -2.744% |
| BLCR iShares Large Cap Core Active ETF | 13,845 | $575,027.7 | $669,293.61 | - | $94,265.91 | 16.39% | -0.141% |
| BLV Vanguard Long-Term Bond ETF | 5,892 | $403,768.48 | $383,156.76 | - | -$20,611.72 | -5.1% | -0.291% |
| 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 - $1.86M, iShares MSCI USA Quality Factor ETF - $1.64M, iShares MSCI EAFE Value ETF - $1.13M, iShares U.S. Technology ETF - $894,079.39, and Vanguard FTSE Developed Markets ETF - $874,999.78. 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 - $465,438.81, and Ford Motor Co - $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 $11.97M earned over time. The largest contributors to dividend income include Vanguard FTSE Developed Markets ETF - $801,037.43, iShares Core Universal USD Bond ETF - $603,320.34, iShares MSCI EAFE Value ETF - $562,519.67, iShares Core S&P 500 ETF - $417,171.22, and BNY Mellon Core Bond ETF - $405,532.76. 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.
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