SMK
Solomon M. Kilgroe Portfolio
Invests via Cyndeo Wealth Partners LLC | Managed by Solomon M. Kilgroe
Invests via Cyndeo Wealth Partners LLC
Managed by Solomon M. Kilgroe
Automatically Tracked
Solomon M. Kilgroe Profile
Solomon M. Kilgroe is a seasoned entrepreneur known for his role in scaling technology-driven ventures across various industries. His background includes significant operational leadership where he spearheaded multiple startups, focusing on innovation and market expansion. With expertise in leveraging emerging technologies, he has established himself as an influential figure within the tech entrepreneurship community. Beyond his founding endeavors, Solomon's keen insights into industry trends have positioned him as a sought-after advisor to early-stage companies looking to navigate growth challenges and capitalize on investment opportunities.
Solomon M. Kilgroe is a seasoned entrepreneur known for his role in scaling technology-driven ventures across various industries. His background includes significant operational leadership where he spearheaded multiple startups, focusing on innovation and market expansion. With expertise in leveraging emerging technologies, he has established himself as an influential figure within the tech entrepreneurship community. Beyond his founding endeavors, Solomon's keen insights into industry trends have positioned him as a sought-after advisor to early-stage companies looking to navigate growth challenges and capitalize on investment opportunities.
Investment Philosophy & Strategy
Innovation drives the core of Solomon M. Kilgroe's investment approach, reflecting his entrepreneurial roots and deep understanding of technology dynamics. By identifying early-stage companies poised for disruption, he focuses on transformative potential rather than mere financial metrics. This forward-looking philosophy fosters a keen emphasis on scalability and long-term value creation, informed by both market insights and operational rigor. His strategic involvement often extends beyond capital deployment to active mentorship, guiding ventures through their pivotal growth phases while maximizing impact within their sectors.
Innovation drives the core of Solomon M. Kilgroe's investment approach, reflecting his entrepreneurial roots and deep understanding of technology dynamics. By identifying early-stage companies poised for disruption, he focuses on transformative potential rather than mere financial metrics. This forward-looking philosophy fosters a keen emphasis on scalability and long-term value creation, informed by both market insights and operational rigor. His strategic involvement often extends beyond capital deployment to active mentorship, guiding ventures through their pivotal growth phases while maximizing impact within their sectors.
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:
70.4%
Gain -0.18%
Monthly
1.32%
Yearly
16.98%
Drawdown
17.54%
$2.17B
Equity
Holdings
$2.17B
Investment
$1.65B
$670.07M
Profit -$3M
Realized
$151.38M
Unrealized
$518.69M
Dividends
$123.71M
Goals
Avg. 78% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.18%
Profit
-$3M
Win %
69%
This Week
Compared To Last Week
Gain
-0.99%
Profit
-$21.7M
Win %
69%
This Month
Compared to last month
Gain
-1.03%
Profit
-$22.49M
Win %
69%
This Year
Compared to last year
Gain
2.81%
Profit
$59.45M
Win %
70%
XP Xp Inc.
+4.88%
+$179,099.4 
AAPL Apple Inc.
+3.56%
+$2.62M 
F Ford Motor Company
+3.42%
+$5,472.16 
APP AppLovin Corporation Class A Common Stock
+3.09%
+$5,403.39 
CMCSA Comcast Corp
+2.32%
+$5,407.59 
PM Philip Morris International Inc.
+2.17%
+$23,866.74 
UBER Uber Technologies, Inc.
+2.05%
+$7,337.96 
ISRG Intuitive Surgical, Inc.
+2.04%
+$60,229.24 
AZN AstraZeneca PLC American Depositary Shares
+1.71%
+$18,368.08 
ABBV AbbVie Inc.
+1.63%
+$562,565.1 
T AT&T Inc.
+1.61%
+$166,964.89 
DIS The Walt Disney Company
+1.6%
+$12,558.4 
OMC Omnicom Group Inc.
+1.5%
+$5,846.8 
HONA Honeywell Aerospace Inc.
+1.43%
+$6,195.35 
NXPI NXP Semiconductors N.V.
+1.41%
+$3,528.69 
CSX CSX Corporation
+1.39%
+$8,676.5 
FANG Diamondback Energy Inc
+1.36%
+$26,048.88 
MO Altria Group, Inc.
+1.35%
+$183,296.2 
NTRS Northern Trust Corporation
+1.35%
+$7,855 
ACN Accenture plc Class A
+1.22%
+$7,166.86 
MET MetLife Inc.
+1.14%
+$151,205.89 
WBD Warner Bros. Discovery, Inc.
+1.11%
+$2,695.14 
HGER Harbor Commodity All-Weather Fund
+1.08%
+$15,903.03 
LMT Lockheed Martin Corporation
+1.07%
+$37,603.29 
FTNT Fortinet Inc.
+1.04%
+$3,546.88 
PANW Palo Alto Networks, Inc.
+1%
+$98,008.21 
PNC The PNC Financial Services Group, Inc.
+0.94%
+$30,819.42 
SYY Sysco Corporation
+0.92%
+$2,599.5 
BP BP p.l.c. Sponsored ADR
+0.9%
+$20,272.86 
TD The Toronto-Dominion Bank
+0.86%
+$14,769.6 
RBLX Roblox Corporation
+0.81%
+$1,412.28 
ADP Automatic Data Processing Inc.
+0.8%
+$49,285.38 
UPS United Parcel Service, Inc.
+0.79%
+$17,100.72 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.75%
+$272,020.72 
CZFS Citizens Financial Services Inc.
+0.69%
+$9,337.17 
NOC Northrop Grumman Corporation
+0.68%
+$4,189.92 
XOM Exxon Mobil Corporation
+0.63%
+$159,159.52 
GOOG Alphabet Inc
+0.61%
+$72,772.05 
GOOGL Alphabet Inc
+0.6%
+$188,556.38 
PWRL Powerlaw Corp.
+0.59%
+$15,296.22 
LILAK Liberty Latin America Ltd.
+0.58%
+$552.15 
C Citigroup Inc.
+0.53%
+$4,485.12 
CRWD CrowdStrike Holdings, Inc.
+0.51%
+$5,584.08 
ITW Illinois Tool Works Inc.
+0.48%
+$4,222.72 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+0.48%
+$11,270.49 
FITB Fifth Third Bancorp
+0.46%
+$3,255.75 
GD General Dynamics Corporation
+0.46%
+$1,752.85 
SPCX Space Exploration Technologies Corp. Class A
+0.45%
+$5,876.64 
VZ Verizon Communications Inc.
+0.44%
+$58,052.06 
ADM Archer-Daniels-Midland Co
+0.42%
+$81,119.88 
SHEL Shell plc
+0.39%
+$5,431.97 
COP ConocoPhillips
+0.38%
+$2,649.4 
PAYX Paychex Inc.
+0.37%
+$1,704.67 
PGR Progressive Corporation
+0.35%
+$9,901.5 
UNP Union Pacific Corporation
+0.35%
+$37,737.2 
TFC Truist Financial Corporation
+0.34%
+$2,694.67 
RL Ralph Lauren Corporation
+0.33%
+$790.9 
KO The Coca-Cola Company
+0.32%
+$34,142.92 
AMP Ameriprise Financial, Inc.
+0.32%
+$2,831.5 
CB Chubb Limited
+0.31%
+$38,398.88 
RTX RTX Corporation
+0.28%
+$34,381.76 
QCOM QUALCOMM Incorporated
+0.27%
+$1,735.2 
ET Energy Transfer L.P.
+0.25%
+$1,410.97 
PG Procter & Gamble Co
+0.25%
+$8,158.97 
MRSH Marsh & McLennan Companies, Inc.
+0.25%
+$13,375.12 
TJX The TJX Companies, Inc.
+0.24%
+$34,129.5 
HUM Humana Inc.
+0.24%
+$932.9 
CINF Cincinnati Financial Corporation
+0.23%
+$720.48 
RF Regions Financial Corporation
+0.22%
+$514.48 
TRV The Travelers Companies, Inc.
+0.19%
+$8,695.98 
MSFT Microsoft Corp.
+0.18%
+$175,062.26 
HIG The Hartford Insurance Group, Inc.
+0.16%
+$6,414.95 
BRK-A Berkshire Hathaway Inc.
+0.16%
+$4,760.04 
CDNS Cadence Design Systems, Inc.
+0.12%
+$535.15 
IYK iShares U.S. Consumer Staples ETF
+0.12%
+$1,235.52 
MDLZ Mondelez International, Inc.
+0.11%
+$315.77 
BNY BlackRock New York Municipal Income Trust
+0.1%
+$877.88 
ROST Ross Stores, Inc.
+0.09%
+$1,639.89 
TDG TransDigm Group Inc.
+0.09%
+$2,273.68 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$1,340.4 
NOW ServiceNow, Inc.
+0.05%
+$200.48 
IBMO iShares iBonds Dec 2026 Term ETF
+0.04%
+$2,012.06 
EPD Enterprise Products Partners L.P.
+0.03%
+$267.44 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,104.05 
NVS Novartis AG Sponsored ADR
+0.01%
+$44.9 
CPNJ Calamos Nasdaq-100 Structured Alt Protection ETF – June
+0.01%
+$15.4 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
NFLX Netflix, Inc.
0%
+$0.05 
RNW Renew Energy Global Plc
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
HURA TuHURA Biosciences, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
OCTB Aptus October Buffer ETF
0%
$0 KMAR
KMAR
0%
$0 NMAR
NMAR
0%
$0 JULB
JULB
0%
$0 G200
G2004J103
0%
$0 
LILAV Liberty Latin America Ltd. Class A Common Stock
0%
$0 
SCCO Southern Copper Corporation
-7.21%
-$34,619.54 
CRWV CoreWeave, Inc.
-6.13%
-$24,455.64 
LRCX Lam Research Corporation
-5.67%
-$174,184.9 
VRT Vertiv Holdings Co
-5.61%
-$28,128.25 
INTC Intel Corporation
-5.57%
-$251,753.92 
PSLV Sprott Physical Silver Trust
-5.37%
-$683,414.99 
DELL Dell Technologies Inc.
-5.33%
-$102,465.95 
SIVR abrdn Physical Silver Shares ETF
-5.32%
-$29,355.6 
ORCL Oracle Corporation
-5.29%
-$1.01M 
NBIS Nebius Group N.V.
-5.09%
-$9,914.4 
MU Micron Technology, Inc.
-4.9%
-$140,504.4 
WDC Western Digital Corporation
-4.43%
-$121,097.2 
TEM Tempus AI, Inc.
-4.14%
-$15,270.48 
BSX Boston Scientific Corporation
-4.14%
-$111,209.4 
URA Global X Uranium ETF
-4.02%
-$567,209.69 
FBRT Franklin BSP Realty Trust Inc.
-4%
-$6,623.68 
OWL Blue Owl Capital Inc.
-3.96%
-$10,894.91 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-3.93%
-$14,010.45 
WPM Wheaton Precious Metals Corp.
-3.75%
-$11,833.92 
GDX VanEck Gold Miners ETF
-3.44%
-$141,485.4 
MRVL Marvell Technology, Inc.
-3.42%
-$51,600.5 
AMD Advanced Micro Devices, Inc.
-3.32%
-$56,567.04 
AMAT Applied Materials, Inc.
-3.17%
-$198,277.24 
GLW Corning Incorporated
-3.16%
-$81,616.43 
KLAC KLA Corporation
-3.13%
-$5,208.57 
MSTR Strategy Inc.
-3.12%
-$11,687.22 
WMB The Williams Companies, Inc.
-3.09%
-$147,923.2 
GIS General Mills, Inc.
-3.06%
-$272,159.38 
BAI iShares A.I. Innovation and Tech Active ETF
-2.9%
-$117,282.31 
GEV GE Vernova Inc.
-2.88%
-$25,892 
BX Blackstone Inc.
-2.84%
-$110,883.36 
SOXX iShares Semiconductor ETF
-2.77%
-$52,859.56 
JBL Jabil Inc.
-2.74%
-$24,552.5 
HQH Tekla Healthcare Investors
-2.71%
-$23,176.34 
MOMO Hello Group Inc. Sponsored ADR
-2.7%
-$1,610.98 
CEG Constellation Energy Corporation
-2.7%
-$13,045.14 
STX Seagate Technology Holdings plc
-2.66%
-$180,770.17 
IGPT Invesco AI and Next Gen Software ETF
-2.6%
-$6,080.76 
FTXL First Trust Nasdaq Semiconductor ETF
-2.56%
-$48,240 
IBM International Business Machines Corporation
-2.46%
-$78,080.6 
ASML ASML Holding N.V. New York Registry Shares
-2.45%
-$52,018.69 
SMH VanEck Semiconductor ETF
-2.45%
-$37,177.06 
ADBE Adobe Inc.
-2.37%
-$9,141.48 
NVDA NVIDIA Corporation
-2.36%
-$1.67M 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.35%
-$8,355.44 
EMOP AB Emerging Markets Opportunities ETF
-2.33%
-$107,667.44 
FICO Fair Isaac Corporation
-2.3%
-$10,206.13 
NTLA Intellia Therapeutics Inc.
-2.29%
-$7,120.4 
CARR Carrier Global Corporation
-2.27%
-$7,079.96 
AMGN Amgen Inc.
-2.25%
-$15,329.6 
CRSP Crispr Therapeutics AG
-2.23%
-$8,303.82 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-2.23%
-$4,888.02 
CSL Carlisle Companies Inc.
-2.17%
-$4,457.88 
PLTR Palantir Technologies Inc.
-2.17%
-$300,081.22 
CF CF Industries Holdings, Inc.
-2.16%
-$9,354.22 
AIFD TCW Artificial Intelligence ETF
-2.16%
-$4,927.03 
BLOK Amplify Transformational Data Sharing ETF
-2.15%
-$7,863.24 
EEM iShares MSCI Emerging Markets ETF
-2.15%
-$38,211.18 
EIS iShares MSCI Israel ETF
-2.13%
-$8,932.28 
DHR Danaher Corporation
-2.11%
-$12,858.25 
CGXU Capital Group International Focus Equity ETF
-2.11%
-$86,898 
EYPT EyePoint Pharmaceuticals Inc.
-2.07%
-$2,177.1 
ANET Arista Networks, Inc.
-2.03%
-$105,778.75 
IEMG iShares Core MSCI Emerging Markets ETF
-2.01%
-$44,012.3 
OTIS Otis Worldwide Corporation
-2.01%
-$3,898.95 
IRM Iron Mountain Inc.
-1.99%
-$64,190.99 
MTUM iShares MSCI USA Momentum Factor ETF
-1.98%
-$16,250.66 
SYK Stryker Corporation
-1.93%
-$57,552.6 
DLR Digital Realty Trust, Inc.
-1.93%
-$19,177.78 
SUN Sunoco L.P.
-1.93%
-$4,756.5 
FDT First Trust Developed Markets ex-US Fund
-1.92%
-$19,134.34 
MRK Merck & Co., Inc.
-1.92%
-$307,387.71 
PMO Putnam Municipal Opportunities Fund
-1.9%
-$7,096.5 
SPGI S&P Global Inc.
-1.88%
-$75,100.95 
BRSP BrightSpire Capital Inc.
-1.86%
-$2,219.61 
CSCO Cisco Systems, Inc.
-1.83%
-$284,144 
ARKK ARK Innovation ETF Fund
-1.8%
-$11,170.48 
SJM The J.M. Smucker Company
-1.79%
-$210,182.05 
FDEM Fidelity Emerging Markets Multi-Asset Fund
-1.79%
-$7,567.48 
REGN Regeneron Pharmaceuticals, Inc.
-1.78%
-$9,727.64 
COF Capital One Financial Corporation
-1.77%
-$4,166.36 
ABT Abbott Laboratories
-1.77%
-$303,047.94 
FDIG Fidelity Crypto Industry & Digital Payments ETF
-1.76%
-$20,645.5 
PHYS Sprott Physical Gold Trust
-1.74%
-$338,171.32 
GLD SPDR Gold Shares
-1.73%
-$85,999.44 
IAU iShares Gold Trust
-1.72%
-$352,097.55 
IDE Voya Infrastructure, Industrials and Materials Fund
-1.7%
-$4,471.06 
MPC Marathon Petroleum Corporation
-1.7%
-$14,000.36 
HOOD Robinhood Markets, Inc.
-1.69%
-$14,749.8 
IDXX IDEXX Laboratories, Inc.
-1.67%
-$4,965.12 
JOBY Joby Aviation, Inc.
-1.64%
-$1,311.87 
ATEC Alphatec Holdings Inc.
-1.61%
-$6,791.94 
AIQ Global X Artificial Intelligence & Technology ETF
-1.61%
-$13,757.71 
FIX Comfort Systems USA, Inc.
-1.6%
-$12,857.39 
EWX SPDR S&P Emerging Markets Small Cap ETF
-1.6%
-$3,953.87 
XBI SPDR S&P Biotech ETF
-1.59%
-$3,314.7 
PH Parker-Hannifin Corporation
-1.59%
-$67,631.63 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-1.59%
-$143,527.83 
QTEC First Trust NASDAQ-100 Technology Index Fund
-1.58%
-$34,927.08 
VWO Vanguard FTSE Emerging Markets ETF
-1.54%
-$42,623.36 
SPEM SPDR Portfolio Emerging Markets ETF
-1.54%
-$6,678.93 
HD The Home Depot, Inc.
-1.53%
-$221,968.32 
FTC First Trust Large Cap Growth Fund
-1.52%
-$2,779.18 
PWRD TCW Transform Systems ETF
-1.52%
-$61,330.43 
ETN Eaton Corporation plc
-1.5%
-$167,531.52 
MCO Moody's Corporation
-1.48%
-$8,619.67 
PAVE Global X U.S. Infrastructure Development ETF
-1.48%
-$25,148 
VBK Vanguard Small-Cap Growth ETF
-1.45%
-$20,511.15 
KMI Kinder Morgan, Inc.
-1.45%
-$153,430.55 
JCI Johnson Controls International plc
-1.44%
-$6,664.32 
META Meta Platforms Inc Class A
-1.43%
-$302,136.61 
BITO ProShares Bitcoin ETF
-1.43%
-$2,201.55 
ARKB Ark 21Shares Bitcoin ETF
-1.41%
-$232,841.53 
GBTC Grayscale Bitcoin Trust ETF
-1.41%
-$29,860.5 
UGI UGI Corporation
-1.4%
-$139,417.74 
AMT American Tower Corporation
-1.39%
-$3,569.71 
XLK State Street Technology Select Sector SPDR ETF
-1.39%
-$28,104.48 
APH Amphenol Corporation
-1.38%
-$159,143.04 
PDP Invesco Dorsey Wright Momentum ETF
-1.36%
-$7,958.7 
BIBL Inspire 100 ETF
-1.35%
-$7,602.02 
IXUS iShares Core International Stock ETF
-1.32%
-$49,336.05 
PDI Pimco Dynamic Income Fund
-1.31%
-$185,490.4 
EMR Emerson Electric Co.
-1.3%
-$8,888.6 
ELCV Eventide High Dividend ETF
-1.3%
-$2,847 
CAT Caterpillar Inc.
-1.29%
-$108,620.16 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.29%
-$32,751.92 
JBI Janus International Group, Inc.
-1.29%
-$618.42 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.28%
-$65,041.13 
DTE DTE Energy Company
-1.26%
-$126,225.64 
GLRY Inspire Faithward Mid Cap Momentum ETF
-1.26%
-$3,802.89 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
-1.26%
-$36,176.85 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
-1.26%
-$6,317.08 
JSMD Janus Small-Mid Cap Growth Alpha Fund
-1.24%
-$8,323.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$34,681.5 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-1.23%
-$2,040 
MS Morgan Stanley
-1.23%
-$187,014.96 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.22%
-$27,446.21 
SRE Sempra
-1.22%
-$4,162.78 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.22%
-$10,657.4 
AVK Advent Convertible and Income Fund
-1.22%
-$22,968.9 
MCK McKesson Corporation
-1.21%
-$9,809.2 
VLUE iShares MSCI USA Value Factor ETF
-1.21%
-$9,955.62 
VRSK Verisk Analytics Inc.
-1.2%
-$2,449.5 
UNH UnitedHealth Group Incorporated
-1.19%
-$14,815.71 
UTF Cohen & Steers Infrastructure Fund, Inc.
-1.18%
-$12,974.74 
EFG iShares MSCI EAFE Growth ETF
-1.18%
-$4,678.91 
TLH iShares 10-20 Year Treasury Bond ETF
-1.17%
-$28,044.8 
TLT iShares 20+ Year Treasury Bond ETF
-1.16%
-$11,868.35 
PCN PIMCO Corporate & Income Strategy Fund
-1.16%
-$9,450 
TSLA Tesla, Inc.
-1.15%
-$105,652.32 
BBH VanEck Biotech ETF
-1.14%
-$3,425.5 
TGT Target Corporation
-1.12%
-$4,706.43 
EVV Eaton Vance Limited Duration Income Fund
-1.11%
-$39,123.7 
ARI Apollo Commercial Real Estate Finance Inc.
-1.11%
-$952.27 
ROK Rockwell Automation, Inc.
-1.1%
-$13,272.44 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
-1.09%
-$12,171.11 
RJF Raymond James Financial Inc.
-1.08%
-$15,999.9 
LIN Linde plc
-1.08%
-$147,318.64 
TXN Texas Instruments Inc
-1.08%
-$130,078.14 
FBCG Fidelity Blue Chip Growth Fund
-1.07%
-$69,284.82 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$57,257.64 
CGGR Capital Group Growth ETF
-1.06%
-$3,465.99 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-1.05%
-$22,470.63 
SLDE Slide Insurance Holdings, Inc.
-1.05%
-$10,316.02 
VPU Vanguard Utilities ETF
-1.05%
-$3,065.4 
ADI Analog Devices, Inc.
-1.05%
-$148,521.6 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-1.04%
-$2,608.97 
MLN VanEck Long Muni ETF
-1.04%
-$76,677.12 
VB Vanguard Small-Cap ETF
-1.04%
-$312,749.64 
FXL First Trust Technology AlphaDEX Fund
-1.03%
-$5,838.85 
IWY iShares Russell Top 200 Growth ETF
-1.03%
-$50,101.1 
PTNQ Pacer Trendpilot 100 ETF
-1.03%
-$2,223.22 
VGT Vanguard Information Technology ETF
-1.03%
-$3,617.08 
BMY Bristol-Myers Squibb Company
-1.02%
-$123,063.6 
XEL Xcel Energy Inc.
-1.02%
-$2,400.06 
CW Curtiss-Wright Corporation
-1.01%
-$1,899.94 
DRSK Aptus Defined Risk ETF
-1.01%
-$29,622.62 
LOW Lowe's Companies Inc.
-1.01%
-$9,635.94 
VONG Vanguard Russell 1000 Growth Fund
-1.01%
-$4,216.4 
IWM iShares Russell 2000 ETF
-1%
-$8,130.57 
CGIC Capital Group International Core Equity ETF
-1%
-$12,096.04 
SHW The Sherwin-Williams Company
-1%
-$16,980.09 
TT Trane Technologies plc
-0.99%
-$64,942.92 
IYW iShares U.S. Technology ETF
-0.98%
-$16,281.2 
AVGO Broadcom Inc.
-0.97%
-$606,080.85 
IWF iShares Russell 1000 Growth ETF
-0.97%
-$90,956.46 
SNPE Xtrackers S&P 500 ESG ETF
-0.97%
-$2,356.88 
AEP American Electric Power Company, Inc.
-0.96%
-$103,360.8 
SCHV Schwab U.S. Large-Cap Value ETF
-0.96%
-$7,269.24 
XLU Utilities Select Sector SPDR Fund
-0.95%
-$2,236.14 
IJH iShares Core S&P Mid-Cap ETF
-0.95%
-$2,931.59 
ABFL Abacus FCF Leaders ETF
-0.94%
-$43,620.5 
CLX The Clorox Company
-0.94%
-$73,312.2 
MMM 3M Company
-0.94%
-$6,784.35 
KHC The Kraft Heinz Company
-0.94%
-$97,666.05 
PLD Prologis Inc.
-0.93%
-$85,601.29 
XAR SPDR S&P Aerospace & Defense ETF
-0.93%
-$11,674.42 
MDY SPDR S&P MidCap 400 ETF Trust
-0.92%
-$86,143.8 
QGRO American Century U.S. Quality Growth ETF
-0.92%
-$28,728.43 
VO Vanguard Mid-Cap ETF
-0.91%
-$16,763.22 
IWR iShares Russell Mid-Cap ETF
-0.91%
-$6,144 
IEFA iShares Core MSCI EAFE ETF
-0.91%
-$30,711.6 
RDVI FT Vest Rising Dividend Achievers Fund
-0.9%
-$4,303.78 
VLO Valero Energy Corporation
-0.9%
-$6,069 
O Realty Income Corporation
-0.9%
-$85,106.7 
VMI Valmont Industries, Inc.
-0.89%
-$4,005.26 
GS The Goldman Sachs Group, Inc.
-0.89%
-$28,583.19 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.88%
-$26,370.33 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.88%
-$2,953.26 
FMHI First Trust Municipal High Income Fund
-0.88%
-$37,720 
CMI Cummins Inc.
-0.87%
-$5,009.4 
BLK BlackRock, Inc.
-0.87%
-$83,547.94 
RDVY First Trust Rising Dividend Achievers ETF
-0.87%
-$5,967.5 
IJR iShares Core S&P Small-Cap ETF
-0.86%
-$9,496.83 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.86%
-$13,823.04 
FV First Trust Dorsey Wright Focus 5 ETF
-0.86%
-$4,882.5 
PFFD Global X U.S. Preferred ETF
-0.85%
-$15,304.39 
DUK Duke Energy Corporation
-0.85%
-$88,867.5 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.84%
-$1,771.74 
BIT BlackRock Multi-Sector Income Trust
-0.84%
-$91,513.1 
PSX Phillips 66
-0.84%
-$6,902.88 
EWH iShares MSCI Hong Kong ETF
-0.84%
-$2,744.93 
AMLP Alerian MLP ETF
-0.84%
-$51,358.31 
EFA iShares MSCI EAFE ETF
-0.83%
-$11,674.13 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.83%
-$12,720.56 
CGCP Capital Group Core Plus Income ETF
-0.82%
-$17,343.54 
FMDE Fidelity Enhanced Mid Cap ETF
-0.82%
-$7,695.9 
SBUX Starbucks Corporation
-0.82%
-$5,298.84 
IJS iShares S&P Small-Cap 600 Value ETF
-0.81%
-$6,839.36 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$1,787.19 
IBD Inspire Corporate Bond ETF
-0.81%
-$4,736.89 
LHX L3Harris Technologies, Inc.
-0.81%
-$2,634.08 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.81%
-$1,703.16 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$3,672.48 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.8%
-$4,553.76 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
-0.8%
-$6,995.52 
MBB iShares MBS ETF
-0.8%
-$9,474.22 
CTAS Cintas Corporation
-0.8%
-$2,137.6 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.8%
-$2,126.25 
REET iShares Global REIT ETF
-0.79%
-$4,401.05 
FXU First Trust Utilities AlphaDEX Fund
-0.79%
-$14,280.93 
IEF iShares 7-10 Year Treasury Bond ETF
-0.78%
-$13,371.84 
WM Waste Management, Inc.
-0.77%
-$4,502.32 
DFGR Dimensional Global Real Estate ETF
-0.77%
-$12,800.04 
HSIC Henry Schein, Inc.
-0.76%
-$2,696.08 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.76%
-$2,324.71 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.76%
-$156,052.65 
IWS iShares Russell Mid-Cap Value ETF
-0.75%
-$2,222.5 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.74%
-$2,547.72 
GNMA iShares GNMA Bond ETF
-0.74%
-$1,535.36 
XLI Industrial Select Sector SPDR Fund
-0.74%
-$1,650.99 
MUB iShares National Muni Bond ETF
-0.73%
-$10,136.88 
DFAS Dimensional U.S. Small Cap ETF
-0.73%
-$3,388.96 
MGV Vanguard Mega Cap Value ETF
-0.73%
-$7,170.93 
VTV Vanguard Value ETF
-0.72%
-$84,492.72 
JSI Janus Henderson Securitized Income ETF
-0.72%
-$1,536.29 
MAR Marriott International Inc. - Class A
-0.71%
-$4,495.85 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.7%
-$14,029.02 
SYSB iShares Systematic Bond ETF
-0.7%
-$2,521.13 
VTEB Vanguard Tax-Exempt Bond ETF
-0.7%
-$17,756.84 
JMUB JPMorgan Municipal Bond ETF
-0.7%
-$1,996.82 
BXSL Blackstone Secured Lending Fund
-0.7%
-$9,877.51 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.69%
-$5,159.98 
BRTR iShares Total Return Act ETF
-0.69%
-$34,218.8 
NAT Nordic American Tankers Ltd.
-0.69%
-$697.15 
DAL Delta Air Lines, Inc.
-0.69%
-$2,067.66 
DFUV Dimensional US Marketwide Value ETF
-0.69%
-$2,394.99 
FBND Fidelity Total Bond ETF
-0.68%
-$202,157.36 
ALL Allstate Corporation
-0.68%
-$3,605.32 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$3,194.48 
IVLU iShares MSCI International Value Factor ETF
-0.67%
-$2,673.88 
PFF iShares Preferred and Income Securities ETF
-0.66%
-$3,365 
ORLY O'Reilly Automotive Inc.
-0.66%
-$18,084.96 
FTCB First Trust Core Investment Grade ETF
-0.66%
-$167,274.18 
IWB iShares Russell 1000 ETF
-0.66%
-$28,476.25 
SO The Southern Company
-0.66%
-$4,787.32 
BND Vanguard Total Bond Market Index Fund
-0.66%
-$10,551.5 
JFR Nuveen Floating Rate Income Fund
-0.65%
-$99,971 
RSG Republic Services, Inc.
-0.64%
-$17,533.23 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.64%
-$1,547.28 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.64%
-$48,524.58 
DFLV Dimensional US Large Cap Value ETF
-0.64%
-$29,655.35 
IUSB iShares Core Universal USD Bond ETF
-0.63%
-$12,087.14 
AGG iShares Core U.S. Aggregate Bond ETF
-0.63%
-$15,616 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.63%
-$2,673.15 
VONE Vanguard Russell 1000 ETF
-0.63%
-$2,347.92 
EGP EastGroup Properties Inc.
-0.62%
-$2,892.96 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.62%
-$16,711.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.61%
-$78,524.43 
HYD VanEck High Yield Muni ETF
-0.61%
-$34,649.7 
WTV WisdomTree U.S. Value Fund
-0.6%
-$7,816.11 
FPE First Trust Preferred Securities and Income ETF
-0.6%
-$2,459.94 
VOO Vanguard S&P 500 ETF
-0.6%
-$19,353.4 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$94,346.73 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.59%
-$4,812.15 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.59%
-$2,405.7 
IVV iShares Core S&P 500 ETF
-0.59%
-$117,358.09 
GOVT iShares U.S. Treasury Bond ETF
-0.58%
-$27,340.3 
FLJP Franklin FTSE Japan ETF
-0.58%
-$3,034.08 
XLE Energy Select Sector SPDR Fund
-0.57%
-$5,038.66 
VYM Vanguard High Dividend Yield ETF
-0.55%
-$3,225.6 
DCOR Dimensional US Core Equity 1 ETF
-0.55%
-$32,792.94 
XLG Invesco S&P 500 Top 50 ETF
-0.55%
-$5,089.1 
HUBB Hubbell Inc.
-0.55%
-$1,021.34 
XLV Health Care Select Sector SPDR Fund
-0.55%
-$1,354.99 
APD Air Products and Chemicals, Inc.
-0.54%
-$2,089.7 
IYG iShares U.S. Financial Services ETF
-0.54%
-$5,459.48 
IEI iShares 3-7 Year Treasury Bond ETF
-0.54%
-$18,704.78 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.54%
-$3,397.77 
ITA iShares U.S. Aerospace & Defense ETF
-0.54%
-$7,057.05 
QUAL iShares MSCI USA Quality Factor ETF
-0.53%
-$5,914.84 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.52%
-$1,793.25 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.51%
-$109,108.25 
PFE Pfizer Inc.
-0.5%
-$75,139.96 
MGK Vanguard Mega Cap Growth ETF
-0.5%
-$6,498.45 
VUG Vanguard Growth ETF
-0.5%
-$103,093.76 
RNEM Emerging Markets Equity Select Mutual Fund
-0.5%
-$1,364.58 
JEPI JPMorgan Equity Premium Income Fund
-0.49%
-$6,507.76 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.49%
-$4,966.62 
CGCV Capital Group Conservative Equity ETF
-0.49%
-$2,632.64 
FVD First Trust Value Line Dividend Index Fund
-0.49%
-$1,462.8 
SPLV Invesco S&P 500 Low Volatility ETF
-0.49%
-$1,255.31 
VDE Vanguard Energy ETF
-0.48%
-$1,260.24 
CVX Chevron Corporation
-0.48%
-$72,008.33 
INMU iShares Intermediate Muni Income Active ETF
-0.47%
-$10,006.37 
USMV iShares MSCI USA Min Vol Factor ETF
-0.46%
-$15,113.76 
OEF iShares S&P 100 ETF
-0.46%
-$6,106.9 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.46%
-$6,144.48 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$2,678.86 
BINC iShares Flexible Income Active ETF
-0.45%
-$25,621.08 
ICE Intercontinental Exchange, Inc.
-0.44%
-$9,758.67 
TIP iShares TIPS Bond ETF
-0.44%
-$1,158.08 
OSCV Opus Small Cap Value ETF
-0.44%
-$1,098 
FQAL Fidelity Quality Factor ETF
-0.43%
-$1,436.06 
CRM Salesforce Inc
-0.43%
-$2,967.3 
TMO Thermo Fisher Scientific Inc.
-0.42%
-$2,119.68 
GE General Electric Company
-0.42%
-$6,200.24 
ACIO Aptus Collared Investment Opportunity ETF
-0.42%
-$12,566.58 
DFSV Dimensional US Small Cap Value ETF
-0.42%
-$3,552.95 
TTE TotalEnergies SE
-0.41%
-$13,312.92 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.41%
-$1,958.04 
AVUV Avantis U.S. Small Cap Value ETF
-0.4%
-$8,098.5 
FTLS First Trust Long/Short Equity ETF
-0.4%
-$4,196.19 
YLD Principal Active High Yield ETF
-0.4%
-$83,441.77 
EWI iShares MSCI Italy ETF
-0.39%
-$1,433.04 
JAVA JPMorgan Active Value ETF
-0.39%
-$29,822.08 
MA Mastercard Incorporated
-0.39%
-$25,999.68 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
-0.38%
-$16,708.03 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.38%
-$3,213.72 
INTU Intuit Inc.
-0.37%
-$10,499.58 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$18,104.4 
IUSV iShares Core S&P U.S. Value ETF
-0.34%
-$2,041.26 
EFV iShares MSCI EAFE Value ETF
-0.34%
-$14,271.6 
AXP American Express Company
-0.34%
-$33,161.07 
JPM JPMorgan Chase & Co.
-0.33%
-$91,795.25 
ABLD Aba Fcf Real Asset Laddered ETF
-0.33%
-$4,835.71 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.33%
-$6,015.19 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.32%
-$1,435.53 
DGRO iShares Core Dividend Growth ETF
-0.32%
-$3,652.01 
FDVV Fidelity High Dividend ETF
-0.32%
-$7,600.8 
CGSD Capital Group Short Duration Income ETF
-0.31%
-$3,153.44 
XLF Financial Select Sector SPDR Fund
-0.31%
-$1,056.66 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.3%
-$3,404.32 
DEA Easterly Government Properties, Inc.
-0.29%
-$1,260.56 
REZI Resideo Technologies Inc.
-0.29%
-$750.8 
BRO Brown & Brown Inc.
-0.29%
-$3,200.36 
IWD iShares Russell 1000 Value ETF
-0.28%
-$8,867.45 
MDT Medtronic plc
-0.28%
-$1,871.95 
JNJ Johnson & Johnson
-0.27%
-$57,148.49 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.27%
-$2,304.79 
PVAL Putnam Focused Large Cap Value ETF
-0.26%
-$2,235.38 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.25%
-$651.56 
VONV Vanguard Russell 1000 Value Index Fund
-0.25%
-$1,857.8 
MKL Markel Group Inc.
-0.25%
-$465.34 
WFC Wells Fargo & Company
-0.25%
-$3,168.26 
FTCS First Trust Capital Strength ETF
-0.24%
-$1,281.33 
AFL Aflac Inc.
-0.23%
-$1,250.37 
NEE NextEra Energy, Inc.
-0.23%
-$25,820.62 
CME CME Group Inc.
-0.23%
-$1,382.85 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.23%
-$1,553.2 
KMB Kimberly-Clark Corporation
-0.22%
-$995.28 
CASY Casey's General Stores Inc.
-0.22%
-$3,399.94 
FVAL Fidelity Value Factor ETF
-0.2%
-$822.56 
EWP iShares MSCI Spain ETF
-0.19%
-$677 
ABUF Aptus Laddered Buffer ETF
-0.18%
-$500 
AMZN Amazon.com Inc
-0.17%
-$87,788.12 
MCD McDonald's Corporation
-0.17%
-$15,012.8 
CL Colgate-Palmolive Company
-0.17%
-$1,847.84 
FXO First Trust Financials AlphaDEX Fund
-0.17%
-$3,431.89 
BAC Bank of America Corporation
-0.16%
-$3,410.3 
STIP iShares 0-5 Year TIPS Bond ETF
-0.16%
-$464.96 
SHOP Shopify Inc.
-0.15%
-$603.72 
IWX iShares Russell Top 200 Value ETF
-0.15%
-$562.82 
LLY Eli Lilly and Company
-0.13%
-$26,979.42 
TMUS T-Mobile US, Inc.
-0.13%
-$396.98 
OKE ONEOK, Inc.
-0.1%
-$12,349.7 
ETHE Grayscale Ethereum Trust ETF
-0.1%
-$612 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$530.14 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.09%
-$258.12 
TETH 21Shares Ethereum ETF
-0.08%
-$726.68 
CVS CVS Health Corporation
-0.08%
-$493.8 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.08%
-$3,590.26 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.07%
-$581.32 
FTSL First Trust Senior Loan ETF
-0.07%
-$14,079.78 
WMT Walmart Inc.
-0.07%
-$4,178.16 
GSY Invesco Ultra Short Duration ETF
-0.06%
-$12,573.87 
V Visa Inc. Class A
-0.04%
-$5,414.47 
EWO iShares MSCI Austria ETF
-0.04%
-$175.16 
WELL Welltower Inc.
-0.04%
-$147.69 
JAAA Janus Henderson AAA CLO ETF
-0.04%
-$257.4 
PEP PepsiCo, Inc.
-0.03%
-$541.12 
COST Costco Wholesale Corporation
-0.02%
-$714.13 
ETH Ethan Allen Interiors Inc
-0.02%
-$64.94 
EFX Equifax Inc.
-0.02%
-$73.34 
DIVB iShares Core Dividend ETF
-0.01%
-$35.77 
NSC Norfolk Southern Corporation
-0.01%
-$73.86 Events
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Dividends
Dividend Analysis
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| Trades 5535 | Longs Won 3731/5535 67% | Profit Factor 6.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $883,869.8 |
| Average Win $212,099.74 | Best Trade (Aug 10) $38.79M | Sharpe Ratio -11.66 |
| Average Loss -$67,374.31 | Worst Trade (Dec 30) -$5.11M | Z-Score 6.1 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 2d | Expectancy $121,059.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 233,368 | $43.66M | $76.21M | - | $32.55M | 74.55% | +3.561% |
| ABBV AbbVie Inc. | 137,211 | $22.26M | $34.99M | - | $12.73M | 57.16% | +1.634% |
| ABFL Abacus FCF Leaders ETF | 56,650 | $3.56M | $4.58M | - | $1.02M | 28.67% | -0.944% |
| ABLD Aba Fcf Real Asset Laddered ETF | 43,961 | $1.32M | $1.44M | - | $128,358.64 | 9.76% | -0.334% |
| ABT Abbott Laboratories | 162,929 | $17.9M | $16.84M | - | -$1.05M | -5.89% | -1.768% |
| ABUF Aptus Laddered Buffer ETF | 10,000 | $270,776 | $275,900 | - | $5,124 | 1.89% | -0.181% |
| ACIO Aptus Collared Investment Opportunity ETF | 64,444 | $2.82M | $3M | - | $179,248.09 | 6.35% | -0.417% |
| ACN Accenture plc Class A | 3,349 | $1.13M | $595,921.06 | - | -$536,122.88 | -47.36% | +1.217% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 26,507 | $551,075 | $548,429.83 | - | -$2,645.17 | -0.48% | -0.097% |
| ADBE Adobe Inc. | 1,516 | $741,983.13 | $377,226.28 | - | -$364,756.85 | -49.16% | -2.366% |
| ADI Analog Devices, Inc. | 38,880 | $8.85M | $14.05M | - | $5.2M | 58.75% | -1.046% |
| ADM Archer-Daniels-Midland Co | 225,333 | $20.91M | $19.58M | - | -$1.33M | -6.35% | +0.416% |
| ADP Automatic Data Processing Inc. | 23,358 | $5.96M | $6.24M | - | $287,163.52 | 4.82% | +0.796% |
| AEP American Electric Power Company, Inc. | 86,134 | $10.12M | $10.63M | - | $512,195.22 | 5.06% | -0.963% |
| AFL Aflac Inc. | 4,631 | $390,405.26 | $530,110.57 | - | $139,705.31 | 35.78% | -0.235% |
| AGG iShares Core U.S. Aggregate Bond ETF | 25,600 | $2.53M | $2.46M | - | -$72,154.66 | -2.85% | -0.631% |
| AIFD TCW Artificial Intelligence ETF | 4,341 | $240,646 | $223,561.5 | - | -$17,084.5 | -7.1% | -2.156% |
| AIQ Global X Artificial Intelligence & Technology ETF | 13,357 | $764,076.82 | $842,559.56 | - | $78,482.74 | 10.27% | -1.607% |
| ALL Allstate Corporation | 2,084 | $343,651.63 | $524,855.4 | - | $181,203.77 | 52.73% | -0.682% |
| AMAT Applied Materials, Inc. | 13,361 | $7.27M | $6.07M | - | -$1.2M | -16.53% | -3.165% |
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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 Solomon M. Kilgroe?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $9.9M, Sprott Physical Silver Trust - $8.51M, The Williams Companies, Inc - $6.72M, Exxon Mobil Corporation - $6.26M, and Global X Uranium ETF - $6.05M. 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: UnitedHealth Group Incorporated - $5.19M, iShares iBonds Dec 2024 Term Muni Bond ETF - $4.99M, First Trust Developed International Equity Select ETF - $4.96M, United Parcel Service, Inc - $2.49M, and Vanguard Extended Duration Treasury ETF - $2.48M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Solomon M. Kilgroe's portfolio generate?
The portfolio generates substantial dividend income, with a total of $123.71M earned over time. The largest contributors to dividend income include First Trust Global Tactical Commodity Strategy Fund - $5.08M, First Trust Senior Loan ETF - $4.19M, Principal Active High Yield ETF - $4.11M, AbbVie Inc - $3.18M, and Nuveen Floating Rate Income Fund - $2.96M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Solomon M. Kilgroe's monthly returns?
Solomon M. Kilgroe'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 Solomon M. Kilgroe's strategy be considered aggressive or moderate?
Solomon M. Kilgroe'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 Solomon M. Kilgroe's strategy?
Solomon M. Kilgroe'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.
