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:
56.1%
Gain -0.39%
Monthly
1.14%
Yearly
14.63%
Drawdown
17.44%
$3.64B
Equity
Holdings
$3.64B
Investment
$2.68B
$1.48B
Profit -$12.57M
Realized
$518.27M
Unrealized
$966.06M
Dividends
$185.44M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.39%
Profit
-$12.57M
Win %
71%
This Week
Compared To Last Week
Gain
-0.34%
Profit
-$12.57M
Win %
71%
This Month
Compared to last month
Gain
-1.74%
Profit
-$64.59M
Win %
71%
This Year
Compared to last year
Gain
0.69%
Profit
$25.09M
Win %
68%
CRWD CrowdStrike Holdings, Inc.
+14.32%
+$1.76M 
PANW Palo Alto Networks, Inc.
+14.15%
+$3.12M 
IOT Samsara Inc. Class A Common Stock
+12.01%
+$39,825.79 
FTNT Fortinet Inc.
+9.01%
+$1.38M 
AVPT AvePoint, Inc.
+7.92%
+$114,297.28 
ADSK Autodesk, Inc.
+7.91%
+$794,791.67 
NOW ServiceNow, Inc.
+7.53%
+$682,195.17 
CTSH Cognizant Technology Solutions Corporation
+7.17%
+$408,333.55 
SPOT Spotify Technology S.A.
+6.53%
+$940,642.96 
FDS FactSet Research Systems Inc.
+6.46%
+$562,582.53 
PATH Uipath Inc.
+6.4%
+$21,384 
TDC Teradata Corporation
+6.32%
+$141,437.12 
CIBR First Trust NASDAQ Cybersecurity ETF
+6.31%
+$305,497.68 
COCO The Vita Coco Company, Inc.
+5.97%
+$222,457.73 
SAP SAP SE Sponsored ADR
+5.9%
+$380,653.26 
MDB MongoDB Inc.
+5.45%
+$15,428.86 
CHWY Chewy Inc.
+5.04%
+$342,048.58 
AVAV AeroVironment Inc.
+4.99%
+$82,086.37 
KRT Karat Packaging Inc.
+4.96%
+$18,026.47 
ADBE Adobe Inc.
+4.6%
+$15,544 
DT Dynatrace, Inc.
+4.57%
+$173,836.08 
CRM Salesforce Inc
+4.53%
+$326,423.46 
DDOG Datadog, Inc. Class A Common Stock
+4.51%
+$257,245.68 
DAVE Dave Inc. Class A Common Stock
+4.49%
+$108,397.38 
CELH Celsius Holdings Inc.
+4.38%
+$178,921.31 
DRI Darden Restaurants, Inc.
+4.36%
+$767,705.16 
OSCR Oscar Health, Inc.
+4.27%
+$15,408.4 
SHOP Shopify Inc.
+4.17%
+$87,429.75 
RHHBY Roche Holding AG
+4.15%
+$379,802.94 
FOXA Fox Corporation
+4.12%
+$321,570.03 
HURN Huron Consulting Group Inc.
+4.12%
+$57,954.81 
PLTR Palantir Technologies Inc.
+4.11%
+$126,369.37 
NFLX Netflix, Inc.
+3.92%
+$390,160.98 
BTI British American Tobacco p.l.c. ADR
+3.83%
+$340,201.98 
TOST Toast Inc.
+3.8%
+$113,521 
KR Kroger Co.
+3.64%
+$528,261.3 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+3.43%
+$47,072.88 
SFM Sprouts Farmers Market, Inc.
+3.31%
+$330,020.58 
CI The Cigna Group
+3.27%
+$441,469.86 
SNN Smith & Nephew plc ADR
+3.25%
+$168,788.05 
MCK McKesson Corporation
+3.21%
+$645,827.92 
MDT Medtronic plc
+3.19%
+$431,009.04 
ADP Automatic Data Processing Inc.
+3.12%
+$364,962.67 
GOOGL Alphabet Inc
+3.11%
+$888,954.14 
DOX Amdocs Limited
+3.04%
+$163,560.5 
GOOG Alphabet Inc
+2.97%
+$735,883.9 
META Meta Platforms Inc Class A
+2.91%
+$736,910.92 
LFST LifeStance Health Group, Inc.
+2.85%
+$67,122.81 
IBM International Business Machines Corporation
+2.81%
+$127,363.58 
ARKG ARK Genomic Revolution ETF
+2.8%
+$74,224.12 
TW Tradeweb Markets Inc.
+2.71%
+$283,417.75 
ELS Equity Lifestyle Properties Inc.
+2.69%
+$25,649.43 
UL Unilever PLC Sponsored American Depositary Receipt
+2.69%
+$216,636.48 
SOLV Solventum Corporation
+2.49%
+$10,269.98 
AXON Axon Enterprise, Inc.
+2.49%
+$149,292.02 
SGI Somnigroup International Inc.
+2.48%
+$107,374.74 
JKHY Jack Henry & Associates, Inc.
+2.47%
+$134,539.92 
EXPE Expedia Group, Inc.
+2.45%
+$172,874.01 
BFH Bread Financial Holdings Inc.
+2.45%
+$180,487.42 
CON Concentra Group Holdings Inc.
+2.43%
+$23,377.55 
CACI Caci International Inc.
+2.43%
+$98,482.33 
SE Sea Ltd.
+2.42%
+$151,655.7 
IMAX Imax Corporation
+2.41%
+$47,800.44 
ISRG Intuitive Surgical, Inc.
+2.35%
+$63,315.41 
SYK Stryker Corporation
+2.34%
+$93,366.38 
CRSP Crispr Therapeutics AG
+2.33%
+$42,671.66 
MSI Motorola Solutions, Inc.
+2.32%
+$475,275.6 
WM Waste Management, Inc.
+2.3%
+$110,102.31 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+2.28%
+$184,843.38 
MSFT Microsoft Corp.
+2.25%
+$1.08M 
RMD ResMed Inc.
+2.24%
+$202,793.19 
WMT Walmart Inc.
+2.19%
+$437,058.76 
PLMR Palomar Holdings Inc.
+2.15%
+$47,277.51 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
+2.07%
+$7,664.43 
LLY Eli Lilly and Company
+2.06%
+$480,142.96 
DEO Diageo plc Sponsored ADR
+2.04%
+$158,376.06 
LOPE Grand Canyon Education Inc.
+2.04%
+$43,692.88 
AVB AvalonBay Communities, Inc.
+2.02%
+$7,823.25 
GM General Motors Company
+2.01%
+$127,412.44 
YAHOY Z Holdings Corporation ADR
+1.98%
+$1,476.72 
NSRGY Nestle S.A. Sponsored ADR
+1.96%
+$155,272.8 
T AT&T Inc.
+1.94%
+$408,454.91 
VSNT Versant Media Group, Inc.
+1.9%
+$10,466.88 
DGX Quest Diagnostics Inc.
+1.89%
+$463,957.8 
OTIS Otis Worldwide Corporation
+1.88%
+$187,698.19 
STOK Stoke Therapeutics Inc.
+1.88%
+$26,157.06 
CCEP Coca-Cola Europacific Partners PLC
+1.86%
+$90,176.83 
SPGI S&P Global Inc.
+1.8%
+$168,217.03 
MNST Monster Beverage Corporation
+1.77%
+$241,085.46 
ANAB AnaptysBio Inc.
+1.75%
+$3,742.14 
DXCM DexCom, Inc.
+1.73%
+$41,205.6 
MAR Marriott International Inc. - Class A
+1.72%
+$4,947.84 
COR Cencora, Inc.
+1.71%
+$309,774.57 
CME CME Group Inc.
+1.71%
+$355,615.34 
ABBV AbbVie Inc.
+1.7%
+$8,159.94 
ACGL Arch Capital Group Ltd
+1.7%
+$107,704.14 
DHR Danaher Corporation
+1.61%
+$4,904.06 
FINX GLOBAL X FINTECH ETF
+1.61%
+$32,599.44 
COST Costco Wholesale Corporation
+1.59%
+$224,879.59 
CL Colgate-Palmolive Company
+1.58%
+$3,682.56 
MILN Global X Millennial Consumer ETF
+1.56%
+$30,500.76 
STNG Scorpio Tankers Inc.
+1.56%
+$3,879.48 
REGN Regeneron Pharmaceuticals, Inc.
+1.55%
+$52,030.04 
SBIO ALPS Medical Breakthroughs ETF
+1.54%
+$33,179.25 
ORLY O'Reilly Automotive Inc.
+1.53%
+$52,176.57 
NTDOY Nintendo Co., Ltd.
+1.51%
+$93,166.2 
LHX L3Harris Technologies, Inc.
+1.5%
+$42,924.44 
AFL Aflac Inc.
+1.47%
+$3,225.59 
ELV Elevance Health, Inc.
+1.41%
+$220,578.93 
ROL Rollins, Inc.
+1.41%
+$130,163.6 
ACM Aecom
+1.4%
+$72,989.79 
PGR Progressive Corporation
+1.39%
+$130,829.34 
IQV IQVIA Holdings Inc.
+1.38%
+$274,925.28 
RSG Republic Services, Inc.
+1.36%
+$286,926.42 
VVX V2X Inc.
+1.33%
+$3,065.28 
PGNY Progyny Inc.
+1.3%
+$32,563.8 
UBER Uber Technologies, Inc.
+1.26%
+$81,715.16 
UNH UnitedHealth Group Incorporated
+1.26%
+$6,882.97 
KTB Kontoor Brands Inc.
+1.24%
+$25,764.75 
AMTM Amentum Holdings, Inc.
+1.23%
+$3,618.24 
SNOW Snowflake Inc.
+1.14%
+$4,899.41 
RELY Remitly Global, Inc.
+1.13%
+$3,291.33 
AVY Avery Dennison Corporation
+1.13%
+$51,982.56 
ODFL Old Dominion Freight Line, Inc.
+1.13%
+$72,865.93 
LMT Lockheed Martin Corporation
+1.12%
+$198,512.82 
KO The Coca-Cola Company
+1.12%
+$53,495.35 
ACIW ACI Worldwide, Inc.
+1.11%
+$26,295.46 
EAT Brinker International Inc.
+1.11%
+$3,694.2 
CBOE Cboe Global Markets Inc.
+1.1%
+$54,092.05 
ZTS Zoetis Inc.
+1.06%
+$318,340.55 
V Visa Inc. Class A
+1.06%
+$313,101.33 
IDXX IDEXX Laboratories, Inc.
+1.05%
+$67,601.11 
ENVA Enova International Inc.
+1.03%
+$33,201.63 
UFPI UFP Industries, Inc.
+1%
+$19,010.7 
PRG Prog Holdings Inc.
+1%
+$54,199.82 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$167,244.09 
HD The Home Depot, Inc.
+0.97%
+$146,659.99 
SSNC SS&C Technologies Holdings Inc.
+0.97%
+$153,524.65 
CVCO Cavco Industries Inc.
+0.96%
+$11,650.78 
MUSA Murphy USA Inc.
+0.96%
+$73,573.63 
WSM Williams-Sonoma, Inc.
+0.96%
+$351,924.09 
CASY Casey's General Stores Inc.
+0.95%
+$157,018.59 
CBT Cabot Corporation
+0.94%
+$20,997 
AXP American Express Company
+0.93%
+$169,006.75 
FDXF FedEx Freight Holding Company Inc.
+0.93%
+$45,487.68 
CB Chubb Limited
+0.93%
+$2,361.89 
VEEV Veeva Systems Inc.
+0.91%
+$58,843.37 
BKNG Booking Holdings Inc.
+0.87%
+$52,788.66 
MEDP Medpace Holdings Inc.
+0.87%
+$95,103.63 
NMIH NMI Holdings Inc.
+0.87%
+$19,006.46 
PHM PulteGroup Inc.
+0.85%
+$148,626 
ABEV Ambev S.A.
+0.83%
+$72,246 
CPAY Corpay, Inc.
+0.82%
+$130,448.64 
KFY Korn Ferry
+0.82%
+$19,581.49 
HSIC Henry Schein, Inc.
+0.77%
+$30,417.04 
GL Globe Life Inc.
+0.77%
+$2,056.7 
YOU Clear Secure Inc.
+0.76%
+$1,623.04 
SNA Snap-on Inc.
+0.74%
+$96,217.57 
HCI HCI Group, Inc.
+0.73%
+$40,601.25 
VICI Vici Properties Inc.
+0.7%
+$5,757.68 
HST Host Hotels & Resorts Inc.
+0.69%
+$8,351.8 
IIPR Innovative Industrial Properties Inc.
+0.69%
+$6,653.79 
PYPL PayPal Holdings Inc
+0.68%
+$77,305.18 
SYY Sysco Corporation
+0.65%
+$83,175.12 
NBIX Neurocrine Biosciences Inc.
+0.63%
+$50,051.43 
CVSA Adtalem Global Education Inc.
+0.63%
+$9,389.94 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$78,951.39 
MA Mastercard Incorporated
+0.6%
+$96,512.4 
PSA-PL Public Storage
+0.59%
+$5,729.2 
HALO Halozyme Therapeutics Inc.
+0.59%
+$50,503.38 
RPRX Royalty Pharma plc
+0.58%
+$63,468.48 
DSEEY Daiwa Securities Group Inc. Spon ADR
+0.58%
+$798.49 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.58%
+$80,109.9 
CPT Camden Property Trust
+0.56%
+$5,557.54 
ULTA Ulta Beauty Inc.
+0.55%
+$55,518.14 
JNJ Johnson & Johnson
+0.55%
+$129,663.49 
EOG EOG Resources, Inc.
+0.53%
+$212,827.68 
MRK Merck & Co., Inc.
+0.51%
+$155,982.35 
PG Procter & Gamble Co
+0.5%
+$94,762.76 
LVMUY LVMH Moët Hennessy Louis Vuitton SE
+0.49%
+$24,265.63 
AAPL Apple Inc.
+0.49%
+$104,108.39 
OUT OUTFRONT Media Inc.
+0.45%
+$1,031.42 
MAA Mid-America Apartment Communities, Inc.
+0.45%
+$4,190.81 
PAG Penske Automotive Group Inc.
+0.45%
+$99,503.04 
BROS Dutch Bros Inc.
+0.44%
+$18,496.14 
OXY Occidental Petroleum Corporation
+0.44%
+$15,366.51 
CMS-PC CMS Energy Corporation
+0.43%
+$4,281.62 
ASTS AST SpaceMobile, Inc.
+0.39%
+$15,522.22 
TTEK Tetra Tech, Inc.
+0.38%
+$10,491.46 
GD General Dynamics Corporation
+0.38%
+$35,892.86 
HLNE Hamilton Lane Inc.
+0.37%
+$25,842.96 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.37%
+$5,600.66 
ATO Atmos Energy Corporation
+0.32%
+$11,032.32 
KIM-PM Kimco Realty Corporation
+0.25%
+$3,023.6 
ATH-PA Athene Holding Ltd.
+0.24%
+$2,647.33 
L Loews Corporation
+0.23%
+$8,161.69 
FDX FedEx Corporation
+0.22%
+$53,424.31 
TMUS T-Mobile US, Inc.
+0.21%
+$7,371.24 
UNP Union Pacific Corporation
+0.19%
+$2,441.49 
XYZ Block, Inc.
+0.19%
+$15,574.8 
GS-PD The Goldman Sachs Group, Inc.
+0.19%
+$1,766.1 
MCRI Monarch Casino & Resort Inc.
+0.18%
+$490.2 
NDAQ Nasdaq, Inc.
+0.17%
+$12,805.79 
EWK iShares MSCI Belgium ETF
+0.15%
+$14,137.72 
EXEL Exelixis Inc.
+0.14%
+$11,348.46 
MTB-PH M&T Bank Corporation
+0.12%
+$701.46 
MS-PA Morgan Stanley
+0.11%
+$988.24 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$44,679.58 
TJX The TJX Companies, Inc.
+0.1%
+$3,755.25 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.08%
+$7,674.48 
FIS Fidelity National Information Services, Inc.
+0.08%
+$4,538.16 
FANG Diamondback Energy Inc
+0.07%
+$7,289.1 
BLDR Builders FirstSource, Inc.
+0.04%
+$2,101.78 
REG Regency Centers Corporation
+0.04%
+$456.51 
SEG Seaport Entertainment Group, Inc.
+0.04%
+$143.3 
PCAR PACCAR Inc.
+0.03%
+$4,567.68 
PEP PepsiCo, Inc.
+0.03%
+$3,865.07 
CVSB Calvert Ultra-Short Investment Grade ETF
+0.02%
+$1,035.8 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CNXN PC Connection, Inc.
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
EQR Equity Residential
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
RNA Avidity Biosciences Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBUY Amplify Online Retail ETF
0%
$0 
BDKNX Bramshill Multi-Strategy Income Fund Institutional Class
0%
$0 
GLBAV GCI Liberty, Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 G200
G2004J103
0%
$0 OSW
OSW
0%
$0 
GLW Corning Incorporated
-14%
-$77,122.97 
VIAV Viavi Solutions Inc.
-12.41%
-$257,229.18 
COHR Coherent Corp.
-11.85%
-$40,335.12 
SEI Solaris Energy Infrastructure Inc.
-9.74%
-$146,471.71 
CECO CECO Environmental Corp.
-9.62%
-$440,759.83 
NVT nVent Electric plc
-9.5%
-$19,241.21 
MRAM Everspin Technologies Inc.
-9.12%
-$13,783.24 
SANM Sanmina Corporation
-9.02%
-$331,978.16 
GEV GE Vernova Inc.
-8.67%
-$182,617.01 
CIEN Ciena Corporation
-8.6%
-$14,273.75 
LRCX Lam Research Corporation
-7.84%
-$2.78M 
ADEA Adeia Inc.
-7.67%
-$140,552.1 
ALNT Alliant Energy Corporation
-7.53%
-$145,667.61 
ETN Eaton Corporation plc
-7.43%
-$1.67M 
IESC Ies Holdings Inc.
-7.29%
-$420,099.27 
MPWR Monolithic Power Systems, Inc.
-7.08%
-$1.15M 
VRT Vertiv Holdings Co
-7.04%
-$53,057.96 
Q Qnity Electronics Inc.
-7.03%
-$34,519.87 
MYRG Myr Group Inc.
-6.95%
-$12,234.02 
ASML ASML Holding N.V. New York Registry Shares
-6.94%
-$571,156.28 
ECG Everus Construction Group, Inc.
-6.92%
-$32,724.39 
KEYS Keysight Technologies, Inc.
-6.92%
-$31,780.94 
DY Dycom Industries Inc.
-6.71%
-$292,262.4 
BHE Benchmark Electronics Inc.
-6.68%
-$21,221.2 
AMAT Applied Materials, Inc.
-6.67%
-$1.41M 
MRVL Marvell Technology, Inc.
-6.65%
-$1.29M 
BE Bloom Energy Corporation
-6.47%
-$294,632.27 
KLAC KLA Corporation
-6.41%
-$1.1M 
FIX Comfort Systems USA, Inc.
-6.25%
-$1.12M 
KN Knowles Corporation
-6.07%
-$114,569.28 
FLEX Flex Ltd.
-5.67%
-$802,747.2 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-5.62%
-$669,920.52 
APH Amphenol Corporation
-5.61%
-$3.52M 
SOLS Sollensys Corp
-5.6%
-$22,478.99 
JBL Jabil Inc.
-5.55%
-$629,740.67 
PLXS Plexus Corp.
-5.49%
-$218,758.5 
ANET Arista Networks, Inc.
-5.43%
-$1.87M 
BAC Bank of America Corporation
-5.39%
-$26,610.74 
SOXX iShares Semiconductor ETF
-5.34%
-$129,384.84 
INTC Intel Corporation
-5.25%
-$254,664.93 
SBSW Sibanye Stillwater Ltd - ADR
-5.22%
-$133,773.92 
MTZ MasTec, Inc. Common Stock
-5.19%
-$437,996.28 
DELL Dell Technologies Inc.
-4.99%
-$38,458.53 
GTX Garrett Motion Inc.
-4.92%
-$12,108.08 
SLB Schlumberger Limited
-4.91%
-$527,117.44 
AVGO Broadcom Inc.
-4.79%
-$3.03M 
MU Micron Technology, Inc.
-4.76%
-$1.11M 
WT WisdomTree, Inc.
-4.7%
-$100,876.5 
NTAP NetApp, Inc.
-4.6%
-$1.92M 
GHM Graham Corporation
-4.56%
-$10,746.8 
PWR Quanta Services Inc.
-4.48%
-$915,836.25 
ADI Analog Devices, Inc.
-4.47%
-$34,655.71 
ORCL Oracle Corporation
-4.47%
-$20,366.6 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-4.36%
-$94,570.87 
SNDK SanDisk Corporation
-4.3%
-$46,742.84 
FTI TechnipFMC plc
-4.21%
-$644,285.52 
CAT Caterpillar Inc.
-4.18%
-$1.34M 
EQX Equinox Gold Corp.
-4.11%
-$98,962.95 
EME EMCOR Group, Inc.
-4.11%
-$665,232.44 
AU AngloGold Ashanti plc
-4.1%
-$582,294 
WS Worthington Steel, Inc.
-4.01%
-$14,467.68 
EFNL iShares MSCI Finland ETF
-3.96%
-$354,927.17 
GS The Goldman Sachs Group, Inc.
-3.93%
-$12,937.62 
LAZ Lazard Ltd.
-3.88%
-$67,950.1 
AMD Advanced Micro Devices, Inc.
-3.88%
-$578,268.99 
EQIX Equinix, Inc.
-3.83%
-$35,332.97 
SNPS Synopsys, Inc.
-3.82%
-$17,214.12 
VSEC VSE Corporation
-3.78%
-$49,102.46 
AIR AAR Corp.
-3.74%
-$60,838.68 
TT Trane Technologies plc
-3.73%
-$1.81M 
GVA Granite Construction Incorporated
-3.73%
-$8,106.9 
AZZ Azz Inc.
-3.71%
-$60,634.96 
WDC Western Digital Corporation
-3.71%
-$18,492.11 
VALE Vale S.A.
-3.68%
-$58,151.52 
ARTY iShares Future AI & Tech ETF
-3.55%
-$113,583.76 
DGII Digi International Inc.
-3.54%
-$15,645.56 
CCJ Cameco Corporation
-3.53%
-$102,995.64 
CDNS Cadence Design Systems, Inc.
-3.44%
-$944,377.2 
MS Morgan Stanley
-3.39%
-$17,525.64 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.15%
-$14,420.33 
UFOX Defiance Connective Technologies ETF
-3.12%
-$65,535.9 
HWKN Hawkins Inc.
-3.1%
-$107,103.15 
NLR VanEck Uranium and Nuclear ETF
-3.07%
-$70,393.07 
URA Global X Uranium ETF
-3.04%
-$38,088.45 
KOID KraneShares Global Healthcare & Environmental Index ETF
-3.04%
-$61,211.13 
AYI Acuity Brands Inc.
-3.01%
-$175,939.02 
CSTM Constellium SE
-3%
-$8,848.52 
NEM Newmont Corporation
-2.92%
-$89,636.2 
WPM Wheaton Precious Metals Corp.
-2.85%
-$151,078.12 
NVDA NVIDIA Corporation
-2.84%
-$1.95M 
B BARRICK MINING CORP Common Stock (ABR0)
-2.8%
-$355,564.83 
FET Forum Energy Technologies Inc.
-2.78%
-$14,647.71 
AA Alcoa Corporation
-2.69%
-$71,212.7 
SCCO Southern Copper Corporation
-2.69%
-$50,512.62 
SNX TD Synnex Corporation
-2.63%
-$8,644.68 
BURL Burlington Stores Inc.
-2.63%
-$69,481.84 
SNSR Global X Internet of Things ETF
-2.62%
-$61,260.32 
BHP BHP Group Ltd.
-2.59%
-$320,388.9 
UMC United Microelectronics Corp. Sponsored ADR
-2.58%
-$292,573.12 
SPMO Invesco S&P 500 Momentum ETF
-2.56%
-$8,686.8 
PH Parker-Hannifin Corporation
-2.51%
-$1.41M 
BTU Peabody Energy Corporation
-2.45%
-$63,622.14 
EPAC Enerpac Tool Group Corp.
-2.41%
-$103,345.55 
ITT Itt Inc.
-2.29%
-$267,588.36 
FCX Freeport-McMoRan Inc.
-2.25%
-$91,521.6 
SF Stifel Financial Corp.
-2.23%
-$359,960.5 
CSL Carlisle Companies Inc.
-2.18%
-$206,777.97 
IDCC InterDigital, Inc.
-2.17%
-$93,394.95 
CMDB Costamare Bulkers Holdings Limited
-2.16%
-$14,151 
GFF Griffon Corporation
-2.15%
-$116,748.44 
NASA Tema Space Innovators ETF
-2.13%
-$29,135.5 
BCO Brink's Company
-2.1%
-$52,247.55 
IRM Iron Mountain Inc.
-2.09%
-$393,933.78 
NGLOY Anglo American plc Sponsored American Depositary Receipt
-2.05%
-$20,513.77 
RAL Ralliant Corporation
-2.02%
-$9,782.48 
MC Moelis & Company
-2.01%
-$39,075.57 
GE General Electric Company
-2%
-$10,468.46 
RIO Rio Tinto Plc Sponsored ADR
-1.99%
-$222,949.65 
LIT GLOBAL X LITHIUM & BATTERY T
-1.94%
-$47,373.98 
VCTR Victory Capital Holdings, Inc. Class A
-1.93%
-$62,945.76 
TXN Texas Instruments Inc
-1.87%
-$507,920.21 
WFC Wells Fargo & Company
-1.84%
-$4,428.88 
VMI Valmont Industries, Inc.
-1.82%
-$117,136.8 
OSIS Osi Systems Inc.
-1.81%
-$56,802.4 
ANF Abercrombie & Fitch Co.
-1.78%
-$135,860.22 
EWP iShares MSCI Spain ETF
-1.75%
-$242,640.54 
JPM JPMorgan Chase & Co.
-1.71%
-$530,444.67 
CSCO Cisco Systems, Inc.
-1.69%
-$435,627.99 
RGLD Royal Gold Inc.
-1.69%
-$57,817 
USLM United States Lime & Minerals Inc.
-1.67%
-$72,830.9 
EWI iShares MSCI Italy ETF
-1.65%
-$244,958.6 
AMG Affiliated Managers Group Inc.
-1.64%
-$264,990.54 
HCC Warrior Met Coal Inc.
-1.57%
-$57,956.36 
JOBY Joby Aviation, Inc.
-1.56%
-$12,215.3 
AIT Applied Industrial Technologies Inc.
-1.55%
-$125,181.61 
CTRE CareTrust REIT Inc.
-1.55%
-$19,128.6 
WAB Wabtec Corporation
-1.54%
-$250,373 
FNV Franco-Nevada Corporation
-1.52%
-$56,817.45 
UNF UniFirst Corp.
-1.52%
-$41,093.58 
EEFT Euronet Worldwide, Inc.
-1.52%
-$29,895.69 
EXE Expand Energy Corporation
-1.5%
-$238,063 
WMB The Williams Companies, Inc.
-1.48%
-$172,630.44 
TSLA Tesla, Inc.
-1.47%
-$40,344.72 
BLD TopBuild Corp
-1.45%
-$37,206.22 
SPCX Space Exploration Technologies Corp. Class A
-1.45%
-$19,445.1 
AEM Agnico Eagle Mines Limited
-1.44%
-$39,634.75 
CRUS Cirrus Logic, Inc.
-1.39%
-$32,538 
RTX RTX Corporation
-1.35%
-$4,549.66 
FISV Fiserv, Inc.
-1.35%
-$5,423.78 
C Citigroup Inc.
-1.34%
-$6,508.17 
BLK BlackRock, Inc.
-1.29%
-$189,226.31 
AS Amer Sports, Inc.
-1.28%
-$2,876.04 
AMZN Amazon.com Inc
-1.28%
-$325,057.84 
KEX Kirby Corporation
-1.28%
-$36,233.68 
RHLD Resolute Holdings Management Inc.
-1.28%
-$3,218.74 
LEA Lear Corporation
-1.27%
-$3,117.48 
POST Post Holdings Inc.
-1.27%
-$51,376.25 
SBAC SBA Communications Corporation
-1.21%
-$178,389 
WTS Watts Water Technologies Inc.
-1.21%
-$2,981.54 
SEIC SEI Investments Company
-1.19%
-$52,081.43 
PRIM Primoris Services Corporation
-1.17%
-$10,218.56 
IOSP Innospec Inc.
-1.16%
-$25,537.21 
NU Nu Holdings Ltd.
-1.13%
-$69,261.72 
TDY Teledyne Technologies Incorporated
-1.12%
-$38,020.23 
TIGO Millicom International Cellular S.A.
-1.09%
-$3,902.45 
JLL Jones Lang LaSalle Inc.
-1.07%
-$51,439.15 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.07%
-$3,350.6 
IBKR Interactive Brokers Group Inc.
-1.06%
-$151,870.73 
EXP Eagle Materials Inc.
-1.05%
-$77,508.6 
NI NiSource Inc.
-1.05%
-$42,045.79 
EWZ iShares MSCI Brazil ETF
-1.05%
-$145,975.2 
SCHA Schwab U.S. Small-Cap ETF
-0.98%
-$8,635.77 
CVX Chevron Corporation
-0.97%
-$181,439.46 
CURB Curbline Properties Corp.
-0.95%
-$6,395.76 
HWM Howmet Aerospace Inc.
-0.95%
-$326,132.61 
AR Antero Resources Corporation
-0.95%
-$24,676.56 
DVN Devon Energy Corporation
-0.93%
-$133,911.63 
APAM Artisan Partners Asset Management Inc.
-0.92%
-$16,331.7 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
-0.9%
-$77,552.02 
XOM Exxon Mobil Corporation
-0.9%
-$98,389.83 
VC Visteon Corporation
-0.88%
-$19,558.64 
AMLP Alerian MLP ETF
-0.88%
-$36,358 
BLOK Amplify Transformational Data Sharing ETF
-0.84%
-$15,621.12 
UTI Universal Technical Institute Inc.
-0.79%
-$7,458.08 
AGI Alamos Gold Inc.
-0.75%
-$16,647.66 
LKQ LKQ Corporation
-0.73%
-$28,656.63 
RRC Range Resources Corporation
-0.73%
-$22,596.3 
VYM Vanguard High Dividend Yield ETF
-0.72%
-$12,485.32 
LPX Louisiana-Pacific Corporation
-0.68%
-$8,333.36 
NEE NextEra Energy, Inc.
-0.67%
-$9,283.49 
ACWI iShares MSCI ACWI ETF
-0.67%
-$2,444.04 
LGND Ligand Pharmaceuticals Inc.
-0.66%
-$37,403.1 
IWP iShares Russell Mid-Cap Growth ETF
-0.66%
-$16,130.66 
PLOW Douglas Dynamics Inc.
-0.62%
-$8,422.75 
TROW T. Rowe Price Group, Inc.
-0.61%
-$81,019.25 
COF Capital One Financial Corporation
-0.59%
-$42,897.48 
MRP Millrose Properties Inc.
-0.57%
-$2,367.59 
PLD Prologis Inc.
-0.57%
-$19,219.2 
DUK-PA Duke Energy Corporation
-0.56%
-$13,950.95 
AIQ Global X Artificial Intelligence & Technology ETF
-0.56%
-$16,686.42 
LIN Linde plc
-0.54%
-$123,641.28 
CNR Core Natural Resources, Inc.
-0.53%
-$16,873.48 
TM Toyota Motor Corporation
-0.52%
-$42,075.86 
CM Canadian Imperial Bank of Commerce
-0.51%
-$1,886.74 
IBN ICICI Bank Limited Sponsored ADR
-0.49%
-$30,960.83 
VNQ Vanguard Real Estate ETF
-0.49%
-$39,510.12 
TOL Toll Brothers Inc
-0.48%
-$58,047.42 
MOS Mosaic Company
-0.48%
-$9,896.4 
HQY HealthEquity Inc.
-0.46%
-$32,645.36 
ADC Agree Realty Corporation
-0.45%
-$4,553.28 
ECL Ecolab Inc.
-0.44%
-$15,355.04 
FERG Ferguson Enterprises Inc
-0.44%
-$24,310.86 
DUK Duke Energy Corporation
-0.43%
-$13,185.54 
GRMN Garmin Ltd.
-0.39%
-$78,207.41 
IYRI Neos Real Estate High Income ETF
-0.39%
-$8,905.16 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-0.39%
-$35,381.43 
ZM Zoom Video Communications, Inc.
-0.37%
-$39,335.78 
LINC Lincoln Educational Services Corporation
-0.36%
-$390.42 
BNL Broadstone Net Lease Inc.
-0.34%
-$7,755.51 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
-0.34%
-$12,127.45 
VOO Vanguard S&P 500 ETF
-0.34%
-$10,141.23 
IWB iShares Russell 1000 ETF
-0.32%
-$3,353.4 
WELL Welltower Inc.
-0.3%
-$2,214.41 
CTAS Cintas Corporation
-0.29%
-$32,845.19 
UAL United Airlines Holdings, Inc.
-0.27%
-$10,306.5 
FR First Industrial Realty Trust Inc.
-0.26%
-$3,106.88 
PSA Public Storage Common Stock
-0.26%
-$2,986.04 
SPYI NEOS S&P 500 High Income ETF
-0.25%
-$9,200.66 
BA Boeing Company
-0.25%
-$657.8 
MET-PA MetLife, Inc.
-0.24%
-$2,396 
IWR iShares Russell Mid-Cap ETF
-0.23%
-$738 
EZPW EzCorp Inc.
-0.22%
-$668.03 
IVT InvenTrust Properties Corp.
-0.22%
-$2,536.94 
STAG Stag Industrial Inc.
-0.21%
-$2,145.04 
BX Blackstone Inc.
-0.21%
-$36,750.21 
OKE ONEOK, Inc.
-0.21%
-$14,624.2 
TRNO Terreno Realty Corporation
-0.2%
-$2,097.16 
PKG Packaging Corporation of America
-0.19%
-$23,056.14 
ROST Ross Stores, Inc.
-0.19%
-$20,598.77 
BF-B Brown-Forman Corporation
-0.15%
-$11,440.12 
EGP EastGroup Properties Inc.
-0.15%
-$1,723.5 
VYMI Vanguard International High Dividend Yield Index Fund
-0.15%
-$24,551.53 
SPG-PJ Simon Property Group, Inc.
-0.14%
-$1,329.68 
AMP Ameriprise Financial, Inc.
-0.14%
-$53,759.61 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.14%
-$11,063.45 
KMI Kinder Morgan, Inc.
-0.11%
-$5,620.69 
BAC-PS Bank of America Corporation
-0.11%
-$3,016.5 
TFC-PI Truist Financial Corporation
-0.11%
-$989.5 
IWMI Neos Russell 2000 High Income ETF
-0.11%
-$2,318.36 
IWS iShares Russell Mid-Cap Value ETF
-0.1%
-$12,928.12 
ADUS Addus HomeCare Corporation
-0.05%
-$1,109.46 
PBR Petrobras S.A. Sponsored ADR
-0.05%
-$6,639.55 
IWN iShares Russell 2000 Value ETF
-0.04%
-$1,742.04 
JHG Janus Henderson Group plc
-0.04%
-$113.94 
EPRT Essential Properties Realty Trust, Inc.
-0.04%
-$354.44 
TXRH Texas Roadhouse Inc.
-0.03%
-$2,726.7 
AIZ Assurant Inc.
-0.03%
-$70.49 
SPG Simon Property Group, Inc.
-0.02%
-$368.76 
VONV Vanguard Russell 1000 Value Index Fund
-0.02%
-$1,126.87 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 6299 | Longs Won 4005/6299 63% | Profit Factor 4.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.45M |
| Average Win $479,543.96 | Best Trade (Sep 03) $52.88M | Sharpe Ratio -16.98 |
| Average Loss -$190,164.98 | Worst Trade (Sep 01) -$7.66M | Z-Score 7.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 2d | Expectancy $235,646.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 54,779 | $3.06M | $2.57M | - | -$488,187.67 | -15.95% | -2.694% |
| AAPL Apple Inc. | 64,463 | $13.98M | $21.52M | - | $7.54M | 53.98% | +0.486% |
| ABBV AbbVie Inc. | 1,863 | $468,805 | $487,174.5 | - | $18,369.5 | 3.92% | +1.703% |
| ABEV Ambev S.A. | 2.89M | $7.91M | $8.8M | - | $889,558.02 | 11.25% | +0.828% |
| ACGL Arch Capital Group Ltd | 66,076 | $6.02M | $6.46M | - | $440,727.31 | 7.33% | +1.696% |
| ACIW ACI Worldwide, Inc. | 45,337 | $2.37M | $2.39M | - | $14,975.76 | 0.63% | +1.113% |
| ACM Aecom | 82,011 | $6.9M | $5.28M | - | -$1.61M | -23.38% | +1.401% |
| ACWI iShares MSCI ACWI ETF | 2,263 | $320,191.87 | $360,201.71 | - | $40,009.84 | 12.5% | -0.674% |
| ADBE Adobe Inc. | 1,340 | $274,727 | $353,532.2 | - | $78,805.2 | 28.68% | +4.599% |
| ADC Agree Realty Corporation | 14,229 | $939,170.34 | $1.01M | - | $69,808.05 | 7.43% | -0.449% |
| ADEA Adeia Inc. | 68,562 | $1.74M | $1.69M | - | -$45,093.73 | -2.6% | -7.675% |
| ADI Analog Devices, Inc. | 2,047 | $680,467.07 | $740,706.95 | - | $60,239.88 | 8.85% | -4.47% |
| ADP Automatic Data Processing Inc. | 43,682 | $9.78M | $12.08M | - | $2.3M | 23.52% | +3.115% |
| ADSK Autodesk, Inc. | 47,309 | $11.77M | $10.84M | - | -$928,459.18 | -7.89% | +7.91% |
| ADUS Addus HomeCare Corporation | 18,491 | $2.14M | $2.16M | - | $28,299.86 | 1.33% | -0.051% |
| AEM Agnico Eagle Mines Limited | 13,786 | $1.24M | $2.72M | - | $1.48M | 119.2% | -1.435% |
| AFL Aflac Inc. | 1,903 | $169,956.59 | $222,603.42 | - | $52,646.83 | 30.98% | +1.47% |
| AGI Alamos Gold Inc. | 61,658 | $1.18M | $2.2M | - | $1.02M | 86.21% | -0.752% |
| AIQ Global X Artificial Intelligence & Technology ETF | 47,004 | $2.12M | $2.99M | - | $875,596.47 | 41.4% | -0.555% |
| AIR AAR Corp. | 12,972 | $1.85M | $1.57M | - | -$287,200.12 | -15.49% | -3.738% |
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 Ashley Buboltz?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $33.18M, Comfort Systems USA, Inc - $32.86M, Trane Technologies plc - $26.25M, Williams-Sonoma, Inc - $25.36M, and Garmin Ltd - $23.67M. 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 - $10.4M, Molina Healthcare Inc - $8.52M, General Mills, Inc - $8.52M, Humana Inc - $6.15M, 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 $185.44M earned over time. The largest contributors to dividend income include EOG Resources, Inc - $4.79M, TotalEnergies SE - $3.75M, Lockheed Martin Corporation - $3.46M, BHP Group Ltd - $3.11M, and Merck & Co., Inc - $2.88M. 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.
