Ashley Buboltz Portfolio
Invests via Moran Wealth Management LLC | Managed by Moran Wealth Management LLC
Invests via Moran Wealth Management LLC
Managed by Moran Wealth Management LLC
Automatically Tracked
Ashley Buboltz Profile
Ashley Buboltz leverages extensive operational expertise in the consumer goods sector, emphasizing brand strategy and market entry initiatives. With a solid track record in driving growth for innovative products, she has played key roles in various startup environments, where her entrepreneurial mindset fueled significant expansion efforts. This unique blend of hands-on experience and leadership positions within fast-paced organizations enhances her credibility as an influential figure in shaping market dynamics. Buboltz is recognized for cultivating robust networks that support venture acceleration and collaborative projects across the industry.
Ashley Buboltz leverages extensive operational expertise in the consumer goods sector, emphasizing brand strategy and market entry initiatives. With a solid track record in driving growth for innovative products, she has played key roles in various startup environments, where her entrepreneurial mindset fueled significant expansion efforts. This unique blend of hands-on experience and leadership positions within fast-paced organizations enhances her credibility as an influential figure in shaping market dynamics. Buboltz is recognized for cultivating robust networks that support venture acceleration and collaborative projects across the industry.
Investment Philosophy & Strategy
A growth-oriented mindset drives Ashley Buboltz's investment philosophy, particularly within the consumer goods landscape. Her expertise in brand strategy positions her to identify emerging trends and viable market opportunities that promise substantial returns. By focusing on innovative startups, she seeks to catalyze their expansion through strategic partnerships and insightful guidance. This approach fosters collaboration while capitalizing on industry dynamics to enhance value creation. Ultimately, the interplay between operational insight and entrepreneurial spirit enables her to navigate complexities inherent in scaling businesses effectively.
A growth-oriented mindset drives Ashley Buboltz's investment philosophy, particularly within the consumer goods landscape. Her expertise in brand strategy positions her to identify emerging trends and viable market opportunities that promise substantial returns. By focusing on innovative startups, she seeks to catalyze their expansion through strategic partnerships and insightful guidance. This approach fosters collaboration while capitalizing on industry dynamics to enhance value creation. Ultimately, the interplay between operational insight and entrepreneurial spirit enables her to navigate complexities inherent in scaling businesses effectively.
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:
49.8%
Gain +0.46%
Monthly
1.13%
Yearly
14.47%
Drawdown
17.4%
$3.58B
Equity
Holdings
$3.58B
Investment
$2.58B
$1.41B
Profit +$13.56M
Realized
$416.5M
Unrealized
$996.47M
Dividends
$182.49M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$13.56M
Win %
70%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$11.47M
Win %
70%
This Month
Compared to last month
Gain
-0.97%
Profit
-$35.19M
Win %
70%
This Year
Compared to last year
Gain
11.09%
Profit
$357.02M
Win %
69%
ASTS AST SpaceMobile, Inc.
+10.36%
+$364,419.65 
WDC Western Digital Corporation
+10.23%
+$50,298.67 
SNDK SanDisk Corporation
+8.57%
+$62,445.14 
COHR Coherent Corp.
+8.26%
+$23,899.98 
UCTT Ultra Clean Holdings, Inc.
+8.07%
+$29,617.77 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+7.71%
+$1.1M 
AMAT Applied Materials, Inc.
+7.69%
+$2.06M 
MU Micron Technology, Inc.
+7.09%
+$1.38M 
SMR NuScale Power Corporation
+6.51%
+$56,219.55 
CENX Century Aluminum Company
+6.26%
+$11,384.64 
VIAV Viavi Solutions Inc.
+6.06%
+$138,890.07 
VVX V2X Inc.
+5.53%
+$13,198.35 
AMD Advanced Micro Devices, Inc.
+5.41%
+$773,670.2 
SEI Solaris Energy Infrastructure Inc.
+4.97%
+$57,990.66 
SANM Sanmina Corporation
+4.97%
+$194,772.57 
STRL Sterling Infrastructure, Inc.
+4.58%
+$108,233.6 
SCCO Southern Copper Corporation
+4.5%
+$77,562.84 
CRDO Credo Technology Group Holding Ltd.
+4.5%
+$460,486.26 
FCX Freeport-McMoRan Inc.
+4.37%
+$150,815.31 
SBSW Sibanye Stillwater Ltd - ADR
+4.31%
+$71,551.96 
UMC United Microelectronics Corp. Sponsored ADR
+4.31%
+$796,614 
ORLY O'Reilly Automotive Inc.
+4.25%
+$144,418.34 
SOXX iShares Semiconductor ETF
+4.18%
+$118,860.6 
PSIX Power Solutions International, Inc.
+4.15%
+$19,749.48 
ANET Arista Networks, Inc.
+4.13%
+$1.28M 
FLEX Flex Ltd.
+3.98%
+$761,292.57 
KALU Kaiser Aluminum Corporation
+3.93%
+$10,957.92 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+3.88%
+$390,698.59 
KLAC KLA Corporation
+3.87%
+$826,110 
GLW Corning Incorporated
+3.83%
+$17,585.89 
CECO CECO Environmental Corp.
+3.82%
+$171,713.3 
ARTY iShares Future AI & Tech ETF
+3.77%
+$113,273.32 
LRCX Lam Research Corporation
+3.75%
+$1.02M 
AVAV AeroVironment Inc.
+3.71%
+$120,853.08 
BLOK Amplify Transformational Data Sharing ETF
+3.71%
+$61,757.71 
WPM Wheaton Precious Metals Corp.
+3.66%
+$134,833.04 
FET Forum Energy Technologies Inc.
+3.66%
+$12,256.29 
ORN Orion Group Holdings Inc.
+3.59%
+$11,570.19 
TSLA Tesla, Inc.
+3.54%
+$59,625.29 
GM General Motors Company
+3.52%
+$208,149.83 
JOBY Joby Aviation, Inc.
+3.48%
+$27,187.16 
ORCL Oracle Corporation
+3.45%
+$6,833.89 
LAZ Lazard Ltd.
+3.42%
+$66,623.04 
MPWR Monolithic Power Systems, Inc.
+3.4%
+$711,557.04 
ASML ASML Holding N.V. New York Registry Shares
+3.4%
+$308,710.96 
UFOX Defiance Connective Technologies ETF
+3.4%
+$77,602.25 
FDX FedEx Corporation
+3.37%
+$776,996.8 
BHE Benchmark Electronics Inc.
+3.36%
+$10,858.97 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+3.29%
+$372,313.32 
KN Knowles Corporation
+3.27%
+$51,613.04 
PLXS Plexus Corp.
+3.26%
+$144,167.8 
CRSP Crispr Therapeutics AG
+3.21%
+$38,206.02 
AGI Alamos Gold Inc.
+3.12%
+$54,801.12 
LIT GLOBAL X LITHIUM & BATTERY T
+3.09%
+$65,436.84 
EMXC iShares MSCI Emerging Markets ex China ETF
+3.09%
+$16,017.8 
KEYS Keysight Technologies, Inc.
+3.07%
+$12,008.61 
WT WisdomTree, Inc.
+3.04%
+$46,791.04 
JBL Jabil Inc.
+3.03%
+$358,934.4 
IBKR Interactive Brokers Group Inc.
+3.01%
+$458,121.36 
VSEC VSE Corporation
+2.98%
+$31,581 
DGII Digi International Inc.
+2.98%
+$11,964.24 
NBIX Neurocrine Biosciences Inc.
+2.97%
+$120,820.84 
SNSR Global X Internet of Things ETF
+2.94%
+$65,123.16 
STNG Scorpio Tankers Inc.
+2.94%
+$6,611.23 
TXN Texas Instruments Inc
+2.91%
+$925,186.08 
NEM Newmont Corporation
+2.86%
+$62,987.55 
B BARRICK MINING CORP Common Stock (ABR0)
+2.76%
+$257,374.27 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+2.71%
+$43,385.12 
Q Qnity Electronics Inc.
+2.7%
+$10,828.67 
URA Global X Uranium ETF
+2.66%
+$22,503.44 
BHP BHP Group Ltd.
+2.64%
+$322,906.5 
BTU Peabody Energy Corporation
+2.62%
+$54,121.2 
APH Amphenol Corporation
+2.6%
+$765,918.17 
VRT Vertiv Holdings Co
+2.58%
+$20,016.5 
NTAP NetApp, Inc.
+2.58%
+$936,163.05 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+2.58%
+$215,619.26 
UNH UnitedHealth Group Incorporated
+2.56%
+$11,362.35 
EQX Equinox Gold Corp.
+2.54%
+$43,814.76 
FNV Franco-Nevada Corporation
+2.52%
+$69,533.45 
SPMO Invesco S&P 500 Momentum ETF
+2.49%
+$8,254.8 
UI Ubiquiti Inc.
+2.49%
+$4,346 
ADEA Adeia Inc.
+2.48%
+$38,117.3 
SOLS Sollensys Corp
+2.47%
+$7,549.74 
IBIT iShares Bitcoin Trust
+2.45%
+$17,010.38 
GHM Graham Corporation
+2.42%
+$6,934.2 
CNR Core Natural Resources, Inc.
+2.32%
+$63,404.25 
CAT Caterpillar Inc.
+2.31%
+$945,277.87 
CDNS Cadence Design Systems, Inc.
+2.29%
+$788,020.48 
RGLD Royal Gold Inc.
+2.27%
+$58,958.54 
CCJ Cameco Corporation
+2.26%
+$78,708.48 
AIQ Global X Artificial Intelligence & Technology ETF
+2.26%
+$63,200.24 
ARKG ARK Genomic Revolution ETF
+2.25%
+$42,315.44 
ECG Everus Construction Group, Inc.
+2.23%
+$9,651.42 
DAVE Dave Inc. Class A Common Stock
+2.21%
+$47,132.3 
NLR VanEck Uranium and Nuclear ETF
+2.2%
+$33,668.25 
FIX Comfort Systems USA, Inc.
+2.17%
+$422,368.8 
LGND Ligand Pharmaceuticals Inc.
+2.13%
+$120,759.03 
IRM Iron Mountain Inc.
+2.09%
+$449,869.2 
APAM Artisan Partners Asset Management Inc.
+2.08%
+$40,412 
ADI Analog Devices, Inc.
+2.06%
+$12,861.87 
MC Moelis & Company
+2.04%
+$45,449.75 
RL Ralph Lauren Corporation
+2.01%
+$4,548 
CSTM Constellium SE
+2%
+$6,118.87 
INBX Inhibrx Biosciences, Inc.
+1.98%
+$5,266.4 
IESC Ies Holdings Inc.
+1.97%
+$106,851.35 
CNXN PC Connection, Inc.
+1.97%
+$54,858.94 
AEM Agnico Eagle Mines Limited
+1.94%
+$42,200.4 
PATH Uipath Inc.
+1.89%
+$3,305.62 
VCTR Victory Capital Holdings, Inc. Class A
+1.87%
+$59,643.6 
ISRG Intuitive Surgical, Inc.
+1.85%
+$30,860.78 
WS Worthington Steel, Inc.
+1.84%
+$5,218.85 
CTRE CareTrust REIT Inc.
+1.83%
+$25,205.33 
MTZ MasTec, Inc. Common Stock
+1.81%
+$335,523.85 
HWM Howmet Aerospace Inc.
+1.81%
+$777,635.52 
SEG Seaport Entertainment Group, Inc.
+1.81%
+$5,139.45 
USLM United States Lime & Minerals Inc.
+1.78%
+$67,549.38 
TDY Teledyne Technologies Incorporated
+1.78%
+$66,290.1 
FINX GLOBAL X FINTECH ETF
+1.76%
+$40,438.65 
IBN ICICI Bank Limited Sponsored ADR
+1.71%
+$98,641.14 
CI The Cigna Group
+1.69%
+$232,683.75 
TCMD Tactile Systems Technology Inc.
+1.66%
+$4,970.72 
ALNT Alliant Energy Corporation
+1.65%
+$22,664.07 
COCO The Vita Coco Company, Inc.
+1.62%
+$86,600.4 
TEX Terex Corporation
+1.62%
+$46,475.28 
SNOW Snowflake Inc.
+1.61%
+$6,602.11 
BROS Dutch Bros Inc.
+1.55%
+$54,444.77 
CMRE Costamare Inc.
+1.54%
+$3,833.41 
EQIX Equinix, Inc.
+1.52%
+$38,387.9 
DBD Diebold Nixdorf Inc.
+1.44%
+$3,534.12 
TM Toyota Motor Corporation
+1.43%
+$93,582.45 
ELV Elevance Health, Inc.
+1.43%
+$200,990.55 
EOG EOG Resources, Inc.
+1.42%
+$603,962 
SCHA Schwab U.S. Small-Cap ETF
+1.42%
+$10,920.48 
XOM Exxon Mobil Corporation
+1.4%
+$155,012 
RRC Range Resources Corporation
+1.39%
+$38,589.15 
DEM WisdomTree Emerging Markets High Dividend Fund
+1.39%
+$45,909.7 
AVGO Broadcom Inc.
+1.38%
+$990,912.21 
RIO Rio Tinto Plc Sponsored ADR
+1.37%
+$144,346.65 
FANG Diamondback Energy Inc
+1.36%
+$133,180.88 
LLY Eli Lilly and Company
+1.35%
+$175,113.86 
COLO Global X MSCI Colombia ETF
+1.33%
+$173,962.09 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.32%
+$24,988.86 
ACM Aecom
+1.29%
+$45,151.92 
PBR Petrobras S.A. Sponsored ADR
+1.29%
+$164,374.27 
NU Nu Holdings Ltd.
+1.29%
+$64,825.92 
RAL Ralliant Corporation
+1.27%
+$4,854.06 
EWK iShares MSCI Belgium ETF
+1.26%
+$113,163.93 
OXY Occidental Petroleum Corporation
+1.26%
+$39,679.64 
DVA DaVita Inc.
+1.24%
+$4,391.19 
SBIO ALPS Medical Breakthroughs ETF
+1.24%
+$23,184.92 
AZZ Azz Inc.
+1.24%
+$15,377.45 
ANAB AnaptysBio Inc.
+1.23%
+$3,779.52 
GEV GE Vernova Inc.
+1.23%
+$9,036.84 
HALO Halozyme Therapeutics Inc.
+1.22%
+$28,596.57 
MRK Merck & Co., Inc.
+1.2%
+$329,336.54 
TROW T. Rowe Price Group, Inc.
+1.2%
+$179,222.4 
VC Visteon Corporation
+1.19%
+$28,870.6 
PAHC Phibro Animal Health Corporation
+1.18%
+$3,533.01 
KTB Kontoor Brands Inc.
+1.16%
+$32,994.55 
POST Post Holdings Inc.
+1.16%
+$53,425.97 
CVCO Cavco Industries Inc.
+1.15%
+$11,610.61 
PCAR PACCAR Inc.
+1.13%
+$311,074.03 
HCC Warrior Met Coal Inc.
+1.13%
+$34,196.47 
JPM JPMorgan Chase & Co.
+1.12%
+$329,349.08 
AR Antero Resources Corporation
+1.11%
+$22,086.41 
CSCO Cisco Systems, Inc.
+1.11%
+$336,783.12 
CRUS Cirrus Logic, Inc.
+1.09%
+$32,791.33 
EME EMCOR Group, Inc.
+1.07%
+$175,593.1 
ETN Eaton Corporation plc
+1.05%
+$229,958.3 
CMDB Costamare Bulkers Holdings Limited
+1.05%
+$3,993.01 
PRG Prog Holdings Inc.
+1.04%
+$74,886.98 
AMG Affiliated Managers Group Inc.
+1.01%
+$85,462.29 
CVSA Adtalem Global Education Inc.
+1%
+$11,003.2 
EXEL Exelixis Inc.
+0.99%
+$35,147.75 
EWP iShares MSCI Spain ETF
+0.99%
+$96,277.68 
NVDA NVIDIA Corporation
+0.97%
+$620,031.89 
PH Parker-Hannifin Corporation
+0.96%
+$567,274.29 
PWR Quanta Services Inc.
+0.95%
+$199,939.88 
ULTA Ulta Beauty Inc.
+0.93%
+$63,179.77 
MDB MongoDB Inc.
+0.93%
+$2,674.54 
CMG Chipotle Mexican Grill, Inc.
+0.92%
+$66,237.46 
AA Alcoa Corporation
+0.92%
+$24,344.8 
VYMI Vanguard International High Dividend Yield Index Fund
+0.92%
+$122,207.28 
IDCC InterDigital, Inc.
+0.91%
+$27,975.44 
ACWI iShares MSCI ACWI ETF
+0.91%
+$22,877.62 
GCT GigaCloud Technology Inc Class A Ordinary Shares
+0.89%
+$1,850.62 
BAC Bank of America Corporation
+0.89%
+$13,541.39 
EQT EQT Corporation
+0.86%
+$1,633.8 
GE General Electric Company
+0.85%
+$3,445.2 
JLL Jones Lang LaSalle Inc.
+0.84%
+$39,586.39 
SNPS Synopsys, Inc.
+0.81%
+$2,808.96 
ABEV Ambev S.A.
+0.81%
+$73,341.15 
TIGO Millicom International Cellular S.A.
+0.8%
+$2,714.99 
EXP Eagle Materials Inc.
+0.79%
+$67,356.8 
PLD Prologis Inc.
+0.77%
+$28,262.88 
CON Concentra Group Holdings Inc.
+0.77%
+$3,222.96 
GD General Dynamics Corporation
+0.75%
+$76,682.92 
LFST LifeStance Health Group, Inc.
+0.75%
+$12,720.33 
EWI iShares MSCI Italy ETF
+0.72%
+$75,825.34 
IWMI Neos Russell 2000 High Income ETF
+0.7%
+$11,882.92 
BX Blackstone Inc.
+0.66%
+$110,300.13 
SE Sea Ltd.
+0.65%
+$34,063.92 
TRNO Terreno Realty Corporation
+0.65%
+$7,832.64 
WELL Welltower Inc.
+0.62%
+$4,037.67 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
+0.62%
+$16,802.75 
VOO Vanguard S&P 500 ETF
+0.62%
+$5,986.59 
ODFL Old Dominion Freight Line, Inc.
+0.59%
+$58,710.72 
REGN Regeneron Pharmaceuticals, Inc.
+0.59%
+$17,438.07 
CBRE CBRE Group Inc.
+0.59%
+$1,616.96 
SPYI NEOS S&P 500 High Income ETF
+0.58%
+$16,055.83 
JNJ Johnson & Johnson
+0.57%
+$128,627.74 
CURB Curbline Properties Corp.
+0.56%
+$3,351.43 
BFH Bread Financial Holdings Inc.
+0.55%
+$40,597.7 
RPRX Royalty Pharma plc
+0.54%
+$54,504.82 
HWKN Hawkins Inc.
+0.52%
+$20,208 
BLK BlackRock, Inc.
+0.5%
+$51,393.04 
CUZ Cousins Properties Incorporated
+0.49%
+$5,929.52 
EXE Expand Energy Corporation
+0.48%
+$12,560.11 
VYM Vanguard High Dividend Yield ETF
+0.46%
+$6,327.74 
SPG Simon Property Group, Inc.
+0.46%
+$9,693.84 
EPRT Essential Properties Realty Trust, Inc.
+0.45%
+$5,355.9 
IWR iShares Russell Mid-Cap ETF
+0.44%
+$1,416.96 
SCHW Charles Schwab Corporation
+0.44%
+$1,435.05 
SKYY First Trust Cloud Computing ETF
+0.41%
+$5,886.33 
FTI TechnipFMC plc
+0.4%
+$59,994.78 
MEDP Medpace Holdings Inc.
+0.39%
+$26,717.6 
REXR Rexford Industrial Realty, Inc.
+0.38%
+$3,194.24 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.37%
+$23,395.74 
EGP EastGroup Properties Inc.
+0.34%
+$4,268.32 
GNRC Generac Holdings Inc.
+0.34%
+$11,595.16 
DVN Devon Energy Corporation
+0.33%
+$7,741.69 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.32%
+$3,959.12 
VSNT Versant Media Group, Inc.
+0.32%
+$657.92 
IVT InvenTrust Properties Corp.
+0.32%
+$4,296.98 
AXON Axon Enterprise, Inc.
+0.28%
+$19,223.19 
VNQ Vanguard Real Estate ETF
+0.25%
+$8,745.03 
BNL Broadstone Net Lease Inc.
+0.24%
+$6,430.44 
META Meta Platforms Inc Class A
+0.22%
+$50,356.6 
RSP Invesco S&P 500 Equal Weight ETF
+0.21%
+$97,897.05 
FR First Industrial Realty Trust Inc.
+0.2%
+$2,758.7 
IYRI Neos Real Estate High Income ETF
+0.2%
+$3,643.3 
CVX Chevron Corporation
+0.19%
+$32,998.19 
HLNE Hamilton Lane Inc.
+0.19%
+$7,387.2 
EIX Edison International
+0.18%
+$507.5 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+0.18%
+$15,170.24 
VALE Vale S.A.
+0.18%
+$2,655.28 
CVNA Carvana Co.
+0.17%
+$365.2 
SNA Snap-on Inc.
+0.17%
+$17,176.17 
D Dominion Energy, Inc.
+0.16%
+$453.09 
WAB Wabtec Corporation
+0.15%
+$23,814.18 
PHM PulteGroup Inc.
+0.15%
+$28,269.36 
NFLX Netflix, Inc.
+0.13%
+$10,676.25 
GRMN Garmin Ltd.
+0.13%
+$24,014.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.13%
+$13,301.02 
VONV Vanguard Russell 1000 Value Index Fund
+0.13%
+$10,182.48 
PFF iShares Preferred and Income Securities ETF
+0.12%
+$3,475.64 
T AT&T Inc.
+0.11%
+$25,265.35 
EPAC Enerpac Tool Group Corp.
+0.1%
+$4,476.92 
VMI Valmont Industries, Inc.
+0.1%
+$7,826.22 
UAL United Airlines Holdings, Inc.
+0.09%
+$3,847.03 
MAA Mid-America Apartment Communities, Inc.
+0.09%
+$937.12 
IWS iShares Russell Mid-Cap Value ETF
+0.08%
+$299.12 
STOK Stoke Therapeutics Inc.
+0.04%
+$462.29 
SF Stifel Financial Corp.
+0.04%
+$6,131.16 
UFCS United Fire Group, Inc.
+0.04%
+$110.3 
STAG Stag Industrial Inc.
+0.04%
+$406.31 
PKG Packaging Corporation of America
+0.03%
+$4,006.43 
AAPL Apple Inc.
+0.02%
+$3,175.2 
COR Cencora, Inc.
+0.01%
+$1,764.72 
LHX L3Harris Technologies, Inc.
0%
+$59.59 
BLD TopBuild Corp
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
GLBAV GCI Liberty, Inc.
0%
$0 
H5919C104
0%
$0 
IBUY Amplify Online Retail ETF
0%
$0 
ION ProShares S&P Global Core Battery Metals ETF
0%
$0 
JHG Janus Henderson Group plc
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
OSW
0%
$0 
PAG Penske Automotive Group Inc.
0%
$0 
TPH Tri Pointe Homes Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DHR Danaher Corporation
-12.55%
-$29,567.75 
CELH Celsius Holdings Inc.
-3.77%
-$275,113.5 
DT Dynatrace, Inc.
-3.12%
-$110,669.54 
ANF Abercrombie & Fitch Co.
-3.02%
-$158,881.8 
IMAX Imax Corporation
-2.69%
-$31,256.16 
CRWD CrowdStrike Holdings, Inc.
-2.69%
-$374,400.52 
SPGI S&P Global Inc.
-2.34%
-$255,269.64 
PANW Palo Alto Networks, Inc.
-2.32%
-$594,963.46 
BR Broadridge Financial Solutions, Inc.
-2.28%
-$233,259.62 
RSG Republic Services, Inc.
-2.21%
-$477,678.82 
MICC The Magnum Ice Cream Company N.V.
-2.15%
-$7,731.2 
PGR Progressive Corporation
-2.05%
-$469,367.08 
RNG RingCentral Inc.
-2.04%
-$4,672.9 
BLDR Builders FirstSource, Inc.
-2.03%
-$102,528.73 
SFM Sprouts Farmers Market, Inc.
-2%
-$215,158.86 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
-1.96%
-$5,733.51 
IOT Samsara Inc. Class A Common Stock
-1.96%
-$6,259.7 
SQ Block, Inc.
-1.94%
-$170,009.58 
TW Tradeweb Markets Inc.
-1.83%
-$143,792.82 
LPX Louisiana-Pacific Corporation
-1.79%
-$23,545.6 
WM Waste Management, Inc.
-1.78%
-$98,022.6 
SBAC SBA Communications Corporation
-1.72%
-$255,442.43 
HURN Huron Consulting Group Inc.
-1.65%
-$12,010.02 
TMUS T-Mobile US, Inc.
-1.64%
-$62,816 
SSNC SS&C Technologies Holdings Inc.
-1.63%
-$233,685.15 
MNST Monster Beverage Corporation
-1.58%
-$250,258.55 
JKHY Jack Henry & Associates, Inc.
-1.57%
-$56,201.2 
DXCM DexCom, Inc.
-1.55%
-$35,221.8 
APOG Apogee Enterprises Inc.
-1.53%
-$37,973.85 
SAP SAP SE Sponsored ADR
-1.52%
-$67,270.26 
LULU lululemon athletica inc.
-1.52%
-$59,015.34 
SLB Schlumberger Limited
-1.51%
-$125,003.9 
EEFT Euronet Worldwide, Inc.
-1.46%
-$35,341.83 
PYPL PayPal Holdings Inc
-1.45%
-$178,577.02 
TJX The TJX Companies, Inc.
-1.45%
-$72,878.22 
WSM Williams-Sonoma, Inc.
-1.44%
-$556,504.27 
WMB The Williams Companies, Inc.
-1.42%
-$175,653.28 
OTIS Otis Worldwide Corporation
-1.41%
-$113,661.63 
TXRH Texas Roadhouse Inc.
-1.37%
-$153,042.17 
CME CME Group Inc.
-1.37%
-$259,507.75 
ACIW ACI Worldwide, Inc.
-1.37%
-$38,431.12 
FDS FactSet Research Systems Inc.
-1.36%
-$110,650.45 
DFIN Donnelley Financial Solutions Inc.
-1.35%
-$30,025.38 
PBH Prestige Consumer Healthcare Inc.
-1.33%
-$23,026.56 
FERG Ferguson Enterprises Inc
-1.29%
-$76,761.68 
PPC Pilgrim's Pride Corporation
-1.29%
-$58,061.62 
UL Unilever PLC Sponsored American Depositary Receipt
-1.26%
-$92,476.8 
OKE ONEOK, Inc.
-1.25%
-$94,475.68 
UTI Universal Technical Institute Inc.
-1.24%
-$18,684.38 
FTNT Fortinet Inc.
-1.24%
-$259,808.71 
ADSK Autodesk, Inc.
-1.23%
-$101,973.62 
UFPI UFP Industries, Inc.
-1.23%
-$26,908.06 
LKQ LKQ Corporation
-1.22%
-$51,218.35 
ANGI Angi Inc. Class A Common Stock
-1.2%
-$2,513.15 
NMIH NMI Holdings Inc.
-1.14%
-$26,158.96 
FIS Fidelity National Information Services, Inc.
-1.14%
-$50,727.84 
CACI Caci International Inc.
-1.13%
-$35,011.5 
ACGL Arch Capital Group Ltd
-1.12%
-$78,279.98 
IQV IQVIA Holdings Inc.
-1.11%
-$181,780.84 
CRM Salesforce Inc
-1.1%
-$53,352.96 
PG Procter & Gamble Co
-1.09%
-$219,396.37 
HD The Home Depot, Inc.
-1.08%
-$144,984.36 
KMI Kinder Morgan, Inc.
-1.06%
-$56,406.81 
SHOO Steven Madden Ltd.
-1.04%
-$31,207.68 
SHOP Shopify Inc.
-1.03%
-$7,938.73 
WMT Walmart Inc.
-1.03%
-$186,221.8 
VEEV Veeva Systems Inc.
-1.02%
-$49,482.36 
KR Kroger Co.
-1.02%
-$152,663.32 
PLMR Palomar Holdings Inc.
-1.01%
-$24,947.13 
SNN Smith & Nephew plc ADR
-1%
-$52,871.44 
LOW Lowe's Companies Inc.
-0.99%
-$136,119.62 
CBT Cabot Corporation
-0.99%
-$27,387.36 
HRTG Heritage Insurance Holdings, Inc.
-0.98%
-$2,972.97 
AMZN Amazon.com Inc
-0.98%
-$226,537.58 
SYK Stryker Corporation
-0.97%
-$45,888.79 
BTI British American Tobacco p.l.c. ADR
-0.94%
-$95,041.92 
COF Capital One Financial Corporation
-0.94%
-$69,766.28 
RMD ResMed Inc.
-0.92%
-$79,874.01 
ECL Ecolab Inc.
-0.91%
-$31,910.45 
AFL Aflac Inc.
-0.91%
-$211,843.12 
CTSH Cognizant Technology Solutions Corporation
-0.91%
-$38,879.6 
TOST Toast Inc.
-0.89%
-$12,329.62 
SSD Simpson Manufacturing Co., Inc.
-0.88%
-$49,956.34 
IDXX IDEXX Laboratories, Inc.
-0.88%
-$64,852.32 
RHLD Resolute Holdings Management Inc.
-0.87%
-$1,698.24 
USFD US Foods Holding Corp
-0.85%
-$77,355.81 
ZBRA Zebra Technologies Corporation
-0.84%
-$19,035.37 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.84%
-$40,964.77 
ZM Zoom Video Communications, Inc.
-0.82%
-$80,700.75 
V Visa Inc. Class A
-0.78%
-$237,681.04 
SGI Somnigroup International Inc.
-0.78%
-$36,625.09 
ROL Rollins, Inc.
-0.76%
-$88,906.26 
COST Costco Wholesale Corporation
-0.75%
-$107,086 
GPS Gap Inc-The
-0.73%
-$1,261.2 
DEO Diageo plc Sponsored ADR
-0.73%
-$51,670.18 
ATO Atmos Energy Corporation
-0.73%
-$28,004.61 
PSA Public Storage Common Stock
-0.73%
-$9,050.12 
CPAY Corpay, Inc.
-0.72%
-$101,393.87 
GOOG Alphabet Inc
-0.72%
-$195,499.49 
MA Mastercard Incorporated
-0.72%
-$113,771.85 
NOW ServiceNow, Inc.
-0.71%
-$49,702.1 
GOOGL Alphabet Inc
-0.71%
-$205,094.51 
CTAS Cintas Corporation
-0.7%
-$83,548.54 
IBM International Business Machines Corporation
-0.7%
-$29,508 
BF-B Brown-Forman Corporation
-0.7%
-$49,546.89 
FISV Fiserv, Inc.
-0.7%
-$2,953.44 
LMT Lockheed Martin Corporation
-0.67%
-$141,902.4 
MILN Global X Millennial Consumer ETF
-0.65%
-$10,695.7 
CCEP Coca-Cola Europacific Partners PLC
-0.64%
-$33,047.14 
MSI Motorola Solutions, Inc.
-0.64%
-$121,633.83 
AIT Applied Industrial Technologies Inc.
-0.62%
-$54,640.97 
FOXA Fox Corporation
-0.59%
-$42,244.66 
PEP PepsiCo, Inc.
-0.59%
-$79,068.8 
ZTS Zoetis Inc.
-0.59%
-$111,286.8 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
-0.57%
-$8,010.72 
AVPT AvePoint, Inc.
-0.57%
-$6,322.05 
NI NiSource Inc.
-0.53%
-$23,632.56 
LIN Linde plc
-0.52%
-$137,807.77 
MUSA Murphy USA Inc.
-0.51%
-$50,092.34 
MDT Medtronic plc
-0.5%
-$61,543.86 
FHI Federated Hermes Inc.
-0.49%
-$1,103.81 
INGR Ingredion Inc.
-0.49%
-$23,184 
PRIM Primoris Services Corporation
-0.46%
-$3,452.8 
CSL Carlisle Companies Inc.
-0.46%
-$45,490.56 
DUK Duke Energy Corporation
-0.46%
-$15,087.54 
OC Owens Corning
-0.44%
-$39,385.5 
IOSP Innospec Inc.
-0.43%
-$9,731.16 
AYI Acuity Brands Inc.
-0.42%
-$27,000.75 
GFF Griffon Corporation
-0.41%
-$22,340.23 
INTU Intuit Inc.
-0.41%
-$44,231.96 
UNP Union Pacific Corporation
-0.41%
-$5,019.08 
CBOE Cboe Global Markets Inc.
-0.4%
-$32,994 
ETR Entergy Corporation
-0.36%
-$1,187.46 
ADC Agree Realty Corporation
-0.36%
-$4,156.57 
AFRM Affirm Holdings, Inc.
-0.36%
-$9,705.96 
AXP American Express Company
-0.36%
-$73,202.22 
TOL Toll Brothers Inc
-0.35%
-$46,533.76 
UBER Uber Technologies, Inc.
-0.35%
-$19,039 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.34%
-$2,283.42 
SPOT Spotify Technology S.A.
-0.33%
-$46,007.2 
ELS Equity Lifestyle Properties Inc.
-0.33%
-$3,422.37 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.32%
-$10,811.62 
L Loews Corporation
-0.32%
-$12,432.37 
MCK McKesson Corporation
-0.32%
-$62,172.14 
AVY Avery Dennison Corporation
-0.31%
-$14,173.83 
BKNG Booking Holdings Inc.
-0.31%
-$20,104 
AMLP Alerian MLP ETF
-0.28%
-$9,670.92 
SWX Southwest Gas Holdings Inc.
-0.28%
-$862.68 
MSFT Microsoft Corp.
-0.28%
-$101,739.27 
KO The Coca-Cola Company
-0.27%
-$11,352.15 
PLTR Palantir Technologies Inc.
-0.27%
-$1,430.4 
IR Ingersoll Rand Inc.
-0.27%
-$36,878.52 
PBF PBF Energy Inc.
-0.26%
-$972.51 
HIG The Hartford Insurance Group, Inc.
-0.26%
-$15,401.23 
KFY Korn Ferry
-0.26%
-$6,762.2 
REG Regency Centers Corporation
-0.26%
-$3,223.5 
ROST Ross Stores, Inc.
-0.25%
-$29,039.21 
BRK-B Berkshire Hathaway Inc.
-0.24%
-$40,086.34 
DGX Quest Diagnostics Inc.
-0.24%
-$54,175.5 
ROKU Roku, Inc.
-0.22%
-$10,112 
GIS General Mills, Inc.
-0.21%
-$20,718.96 
CM Canadian Imperial Bank of Commerce
-0.21%
-$755.25 
CASY Casey's General Stores Inc.
-0.2%
-$50,747.08 
SYY Sysco Corporation
-0.2%
-$26,260.41 
TTEK Tetra Tech, Inc.
-0.19%
-$5,048.7 
SEIC SEI Investments Company
-0.19%
-$7,946.86 
HCI HCI Group, Inc.
-0.18%
-$10,526.34 
UNF UniFirst Corp.
-0.18%
-$5,541.15 
MRP Millrose Properties Inc.
-0.17%
-$523.1 
EQR Equity Residential
-0.16%
-$1,760.88 
SOLV Solventum Corporation
-0.15%
-$427.92 
BSX Boston Scientific Corporation
-0.15%
-$8,601.84 
CMCSA Comcast Corp
-0.15%
-$6,941.9 
CPT Camden Property Trust
-0.15%
-$1,588.29 
HST Host Hotels & Resorts Inc.
-0.14%
-$1,954.22 
ENVA Enova International Inc.
-0.14%
-$5,290.56 
UHS Universal Health Services, Inc.
-0.12%
-$8,419.68 
CCL Carnival Corporation Ltd.
-0.12%
-$8,911.05 
MOS Mosaic Company
-0.11%
-$2,061.93 
ITT Itt Inc.
-0.11%
-$12,949.86 
OPFI OppFi Inc.
-0.11%
-$109.08 
EZPW EzCorp Inc.
-0.09%
-$273.48 
AVB AvalonBay Communities, Inc.
-0.09%
-$1,014.48 
ADUS Addus HomeCare Corporation
-0.07%
-$1,495.35 
AMTM Amentum Holdings, Inc.
-0.05%
-$195.85 
EWZ iShares MSCI Brazil ETF
-0.04%
-$5,348.76 
TT Trane Technologies plc
-0.03%
-$13,844.88 
HSIC Henry Schein, Inc.
-0.02%
-$711.86 
AMP Ameriprise Financial, Inc.
-0.01%
-$5,280.9 
OSIS Osi Systems Inc.
-0.01%
-$440.28 Events
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Dividends
Dividend Analysis
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| Trades 5809 | Longs Won 3624/5809 62% | Profit Factor 4.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.53M |
| Average Win $499,377.01 | Best Trade (Jul 29) $40.05M | Sharpe Ratio -16.37 |
| Average Loss -$181,590.24 | Worst Trade (Jul 23) -$7.04M | Z-Score -8.77 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4d | Expectancy $243,237.67 |
| 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 | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Ashley Buboltz?
The largest contributions to the portfolio's profits come from the following stocks: Comfort Systems USA, Inc - $31.45M, Broadcom Inc - $28.64M, Trane Technologies plc - $24.36M, Garmin Ltd - $23.42M, and Williams-Sonoma, Inc - $23.41M. 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: Dollar General Corporation - $10.33M, Molina Healthcare Inc - $8.52M, General Mills, Inc - $6.31M, Humana Inc - $6.16M, and The Hershey Company - $5.8M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ashley Buboltz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $182.49M earned over time. The largest contributors to dividend income include EOG Resources, Inc - $4.51M, TotalEnergies SE - $3.77M, Lockheed Martin Corporation - $3.46M, BHP Group Ltd - $3.11M, and Merck & Co., Inc - $3.03M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ashley Buboltz's monthly returns?
Ashley Buboltz's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Ashley Buboltz's strategy be considered aggressive or moderate?
Ashley Buboltz's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Ashley Buboltz's strategy?
Ashley Buboltz'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.
