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:
60.4%
Gain -0.02%
Monthly
1.26%
Yearly
16.18%
Drawdown
17.57%
$2.04B
Equity
Holdings
$2.04B
Investment
$1.56B
$609.24M
Profit -$208,395.43
Realized
$126.85M
Unrealized
$482.39M
Dividends
$117.93M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$208,395.43
Win %
73%
This Week
Compared To Last Week
Gain
0.05%
Profit
$1.07M
Win %
73%
This Month
Compared to last month
Gain
0.46%
Profit
$9.43M
Win %
73%
This Year
Compared to last year
Gain
7.6%
Profit
$144.22M
Win %
72%
WDC Western Digital Corporation
+12.51%
+$353,747.88 
MU Micron Technology, Inc.
+12.17%
+$558,197.17 
INTC Intel Corporation
+8.64%
+$356,684.16 
AMD Advanced Micro Devices, Inc.
+8.11%
+$147,218.54 
AMAT Applied Materials, Inc.
+7.39%
+$210,372.7 
GLW Corning Incorporated
+6.08%
+$139,240.21 
LRCX Lam Research Corporation
+4.97%
+$135,270.15 
APH Amphenol Corporation
+4.85%
+$246,740.34 
ORCL Oracle Corporation
+4.74%
+$657,662 
ORLY O'Reilly Automotive Inc.
+4.07%
+$104,022.16 
SOUN SoundHound AI Inc.
+3.96%
+$2,500 
CZFS Citizens Financial Services Inc.
+3.79%
+$44,154.03 
ASML ASML Holding N.V. New York Registry Shares
+3.59%
+$66,676.81 
CEG Constellation Energy Corporation
+3.44%
+$19,096.8 
TTE TotalEnergies SE
+3.38%
+$94,681.86 
C Citigroup Inc.
+3.2%
+$25,424.52 
ANET Arista Networks, Inc.
+3.09%
+$133,887.74 
EEM iShares MSCI Emerging Markets ETF
+2.8%
+$45,016.2 
CVS CVS Health Corporation
+2.78%
+$18,415.41 
IEMG iShares Core MSCI Emerging Markets ETF
+2.71%
+$54,532.28 
MS Morgan Stanley
+2.59%
+$364,902.72 
CGXU Capital Group International Focus Equity ETF
+2.56%
+$95,704.9 
JOBY Joby Aviation, Inc.
+2.54%
+$2,373.86 
TSLA Tesla, Inc.
+2.53%
+$218,059.69 
VGT Vanguard Information Technology ETF
+2.46%
+$8,028.64 
XOM Exxon Mobil Corporation
+2.26%
+$508,694.15 
AVGO Broadcom Inc.
+2.21%
+$1.42M 
XAR SPDR S&P Aerospace & Defense ETF
+2.16%
+$28,498.4 
NVDA NVIDIA Corporation
+1.97%
+$1.26M 
CW Curtiss-Wright Corporation
+1.84%
+$4,888.17 
BP BP p.l.c. Sponsored ADR
+1.81%
+$37,204.28 
EFG iShares MSCI EAFE Growth ETF
+1.73%
+$5,063.48 
JCI Johnson Controls International plc
+1.68%
+$6,084 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.66%
+$35,610.9 
HON Honeywell International Inc.
+1.63%
+$10,322.43 
VWO Vanguard FTSE Emerging Markets ETF
+1.6%
+$42,532.62 
COP ConocoPhillips
+1.57%
+$9,211.02 
MPC Marathon Petroleum Corporation
+1.41%
+$9,202.6 
BAC Bank of America Corporation
+1.32%
+$26,990.4 
BMY Bristol-Myers Squibb Company
+1.28%
+$135,255.89 
IRM Iron Mountain Inc.
+1.07%
+$39,834.83 
HIG The Hartford Insurance Group, Inc.
+1.05%
+$46,344.72 
IJR iShares Core S&P Small-Cap ETF
+1.01%
+$7,768.9 
XLE Energy Select Sector SPDR Fund
+0.97%
+$6,572.16 
VUG Vanguard Growth ETF
+0.94%
+$184,944 
IWB iShares Russell 1000 ETF
+0.84%
+$2,055.41 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$132,669.69 
PVAL Putnam Focused Large Cap Value ETF
+0.83%
+$6,867.53 
VOO Vanguard S&P 500 ETF
+0.83%
+$15,180.07 
VTV Vanguard Value ETF
+0.77%
+$87,805.2 
PFE Pfizer Inc.
+0.77%
+$98,182.69 
TFC Truist Financial Corporation
+0.74%
+$6,414.4 
CB Chubb Limited
+0.64%
+$65,734.66 
AMGN Amgen Inc.
+0.57%
+$3,643.18 
VIG Vanguard Dividend Appreciation ETF
+0.43%
+$2,646.9 
ETN Eaton Corporation plc
+0.38%
+$40,488.14 
AAPL Apple Inc.
+0.35%
+$259,690.7 
DOW Dow Inc.
+0.33%
+$511.3 
TRV The Travelers Companies, Inc.
+0.31%
+$14,943.12 
IYG iShares U.S. Financial Services ETF
+0.27%
+$4,031.27 
SUN Sunoco L.P.
+0.15%
+$348.81 
CMCSA Comcast Corp
+0.13%
+$285.12 
PNC The PNC Financial Services Group, Inc.
+0.1%
+$405.84 
F Ford Motor Company
+0.07%
+$121.39 
DRSK Aptus Defined Risk ETF
+0.07%
+$1,866.4 
SRE Sempra
+0.07%
+$244.86 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.07%
+$286.98 
ABT Abbott Laboratories
+0.06%
+$9,777 
USMV iShares MSCI USA Min Vol Factor ETF
+0.05%
+$1,665.35 
CF CF Industries Holdings, Inc.
+0.05%
+$188.64 
DUK Duke Energy Corporation
+0.05%
+$5,038.68 
BRK-B Berkshire Hathaway Inc.
+0.04%
+$625.86 
UPS United Parcel Service, Inc.
+0.04%
+$883.44 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.03%
+$251.7 
CPNJ Calamos Nasdaq-100 Structured Alt Protection ETF – June
+0.02%
+$45.66 
PLD Prologis Inc.
+0.02%
+$1,978.02 
ROST Ross Stores, Inc.
+0.01%
+$225.24 
MRK Merck & Co., Inc.
+0.01%
+$1,044.97 
ABLD Aba Fcf Real Asset Laddered ETF
+0.01%
+$81 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
+0.01%
+$71.1 
FDT First Trust Developed Markets ex-US Fund
0%
+$9.14 
FIXD First Trust TCW Opportunistic Fixed Income Fund
0%
+$5.26 
FTXO First Trust Nasdaq Bank ETF
0%
+$12.45 
AA Alcoa Corporation
0%
$0 
ABBV AbbVie Inc.
0%
$0 
ABFL Abacus FCF Leaders ETF
0%
$0 
ACIO Aptus Collared Investment Opportunity ETF
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
ADM Archer-Daniels-Midland Co
0%
$0 
AFL Aflac Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AIQ Global X Artificial Intelligence & Technology ETF
0%
$0 
AMLP Alerian MLP ETF
0%
$0 
AMP Ameriprise Financial, Inc.
0%
+$0.05 
AMT American Tower Corporation
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
-$0.01 
ARKB Ark 21Shares Bitcoin ETF
0%
$0 
ARKK ARK Innovation ETF Fund
0%
$0 
ATEC Alphatec Holdings Inc.
0%
$0 
AVK Advent Convertible and Income Fund
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AXP American Express Company
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
BBH VanEck Biotech ETF
0%
$0 
BIBL Inspire 100 ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BIT BlackRock Multi-Sector Income Trust
0%
$0 
BITO ProShares Bitcoin ETF
0%
$0 
BLK BlackRock, Inc.
0%
+$0.09 
BLOK Amplify Transformational Data Sharing ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
BOND PIMCO Active Bond Exchange-Traded Fund
0%
$0 
BRO Brown & Brown Inc.
0%
$0 
BRTR iShares Total Return Act ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
BX Blackstone Inc.
0%
$0 
BXSL Blackstone Secured Lending Fund
0%
$0 
CASY Casey's General Stores Inc.
0%
-$0.05 
CAT Caterpillar Inc.
0%
$0 
CCL Carnival Corporation Ltd.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CGCP Capital Group Core Plus Income ETF
0%
$0 
CGCV Capital Group Conservative Equity ETF
0%
$0 
CGSD Capital Group Short Duration Income ETF
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
CINF Cincinnati Financial Corporation
0%
$0 
CLX The Clorox Company
0%
$0 
CME CME Group Inc.
0%
$0 
CMI Cummins Inc.
0%
+$0.01 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
CRM Salesforce Inc
0%
$0 
CRSP Crispr Therapeutics AG
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
-$0.06 
CRWV CoreWeave, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DEA Easterly Government Properties, Inc.
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFGR Dimensional Global Real Estate ETF
0%
$0 
DFLV Dimensional US Large Cap Value ETF
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DHR Danaher Corporation
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
$0 
ED Consolidated Edison, Inc.
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EFX Equifax Inc.
0%
$0 
EGP EastGroup Properties Inc.
0%
$0 
EIS iShares MSCI Israel ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
EMGF iShares MSCI Emerging Markets Multifactor ETF
0%
$0 
EMOP AB Emerging Markets Opportunities ETF
0%
$0 
EMR Emerson Electric Co.
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
ET Energy Transfer L.P.
0%
$0 
ETH Ethan Allen Interiors Inc
0%
$0 
ETHE Grayscale Ethereum Trust ETF
0%
$0 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
0%
$0 
EVV Eaton Vance Limited Duration Income Fund
0%
$0 
EWH iShares MSCI Hong Kong ETF
0%
$0 
EWI iShares MSCI Italy ETF
0%
$0 
EWO iShares MSCI Austria ETF
0%
$0 
EWP iShares MSCI Spain ETF
0%
$0 
EYPT EyePoint Pharmaceuticals Inc.
0%
$0 
FANG Diamondback Energy Inc
0%
$0 
FBCG Fidelity Blue Chip Growth Fund
0%
+$0.12 
FBND Fidelity Total Bond ETF
0%
$0 
FBT First Trust NYSE Arca Biotechnology Index Fund
0%
$0 
FDEM Fidelity Emerging Markets Multi-Asset Fund
0%
$0 
FDL First Trust Morningstar Dividend Leaders Index Fund
0%
$0 
FDVV Fidelity High Dividend ETF
0%
$0 
FGD First Trust Dow Jones Global Select Dividend Index Fund
0%
$0 
FICO Fair Isaac Corporation
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
FMDE Fidelity Enhanced Mid Cap ETF
0%
$0 
FMHI First Trust Municipal High Income Fund
0%
-$18.4 
FPE First Trust Preferred Securities and Income ETF
0%
$0 
FQAL Fidelity Quality Factor ETF
0%
$0 
FTCB First Trust Core Investment Grade ETF
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
FTGC First Trust Global Tactical Commodity Strategy Fund
0%
$0 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
0%
$0 
FTLS First Trust Long/Short Equity ETF
0%
$0 
FTSL First Trust Senior Loan ETF
0%
$0 
FTXL First Trust Nasdaq Semiconductor ETF
0%
$0 
FV First Trust Dorsey Wright Focus 5 ETF
0%
$0 
FVAL Fidelity Value Factor ETF
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
FXL First Trust Technology AlphaDEX Fund
0%
$0 
GBTC Grayscale Bitcoin Trust ETF
0%
$0 
GD General Dynamics Corporation
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GE General Electric Company
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GIS General Mills, Inc.
0%
$0 
GLD SPDR Gold Shares
0%
$0 
GLRY Inspire Faithward Mid Cap Momentum ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
HCA HCA Healthcare Inc.
0%
-$0.09 
HD The Home Depot, Inc.
0%
$0 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
0%
$0 
HGER Harbor Commodity All-Weather Fund
0%
$0 
HOOD Robinhood Markets, Inc.
0%
$0 
HQH Tekla Healthcare Investors
0%
$0 
HSIC Henry Schein, Inc.
0%
$0 
HURA TuHURA Biosciences, Inc.
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBD Inspire Corporate Bond ETF
0%
$0 
IBMO iShares iBonds Dec 2026 Term ETF
0%
$0 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
0%
$0 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
0%
-$16.08 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
0%
$0 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
0%
$0 
IDE Voya Infrastructure, Industrials and Materials Fund
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEI iShares 3-7 Year Treasury Bond ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJS iShares S&P Small-Cap 600 Value ETF
0%
$0 
INMU iShares Intermediate Muni Income Active ETF
0%
$0 
INTU Intuit Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IVLU iShares MSCI International Value Factor ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.25 
IWD iShares Russell 1000 Value ETF
0%
-$0.11 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IWS iShares Russell Mid-Cap Value ETF
0%
$0 
IWX iShares Russell Top 200 Value ETF
0%
$0 
IWY iShares Russell Top 200 Growth ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
IYF iShares U.S. Financials ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
JAVA JPMorgan Active Value ETF
0%
$0 
JBL Jabil Inc.
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JFR Nuveen Floating Rate Income Fund
0%
$0 
JIRE JPMorgan International Research Enhanced Equity ETF
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JSMD Janus Small-Mid Cap Growth Alpha Fund
0%
-$1.65 
JUCY Aptus Enhanced Yield ETF
0%
$0 
JULB
0%
$0 
KMAR
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
KRE SPDR S&P Regional Banking ETF
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
-$0.07 
LOW Lowe's Companies Inc.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MBB iShares MBS ETF
0%
$0 
MCD McDonald's Corporation
0%
-$0.33 
MCO Moody's Corporation
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
MET MetLife Inc.
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MGV Vanguard Mega Cap Value ETF
0%
$0 
MMM 3M Company
0%
$0 
MNST Monster Beverage Corporation
0%
$0 
MO Altria Group, Inc.
0%
$0 
MPLX MPLX LP
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
-$0.3 
MRVL Marvell Technology, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MSTR Strategy Inc.
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NMAR
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NTLA Intellia Therapeutics Inc.
0%
$0 
NTRS Northern Trust Corporation
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
O Realty Income Corporation
0%
$0 
OCTB Aptus October Buffer ETF
0%
$0 
OEF iShares S&P 100 ETF
0%
+$0.03 
OMC Omnicom Group Inc.
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
OWL Blue Owl Capital Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PAVE Global X U.S. Infrastructure Development ETF
0%
$0 
PAYX Paychex Inc.
0%
$0 
PDI Pimco Dynamic Income Fund
0%
$0 
PDP Invesco Dorsey Wright Momentum ETF
0%
-$1.72 
PEP PepsiCo, Inc.
0%
-$0.14 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
PG Procter & Gamble Co
0%
$0 
PGR Progressive Corporation
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PHYS Sprott Physical Gold Trust
0%
$0 
PJAN Innovator U.S. Equity Power Buffer ETF - January
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PMAR Innovator U.S. Equity Power Buffer ETF
0%
$0 
PMO Putnam Municipal Opportunities Fund
0%
$0 
PSLV Sprott Physical Silver Trust
0%
$0 
PSX Phillips 66
0%
$0 
PWRD TCW Transform Systems ETF
0%
$0 
QCOM QUALCOMM Incorporated
0%
-$0.04 
QGRO American Century U.S. Quality Growth ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
+$0.01 
QTEC First Trust NASDAQ-100 Technology Index Fund
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
REET iShares Global REIT ETF
0%
$0 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
REZI Resideo Technologies Inc.
0%
$0 
RL Ralph Lauren Corporation
0%
-$0.01 
RNEM Emerging Markets Equity Select Mutual Fund
0%
+$0.48 
ROK Rockwell Automation, Inc.
0%
$0 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RTX RTX Corporation
0%
$0 
SCCO Southern Copper Corporation
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SHEL Shell plc
0%
$0 
SHOP Shopify Inc.
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SIL Global X Silver Miners UCITS ETF USD Accumulating
0%
$0 
SIVR abrdn Physical Silver Shares ETF
0%
$0 
SJM The J.M. Smucker Company
0%
$0 
SLB Schlumberger Limited
0%
$0 
SLDE Slide Insurance Holdings, Inc.
0%
$0 
SMH VanEck Semiconductor ETF
0%
-$0.05 
SMLF iShares U.S. Small-Cap Equity Factor ETF
0%
$0 
SNPE Xtrackers S&P 500 ESG ETF
0%
$0 
SOXX iShares Semiconductor ETF
0%
-$0.04 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPGI S&P Global Inc.
0%
$0 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
SYY Sysco Corporation
0%
$0 
T AT&T Inc.
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TDG TransDigm Group Inc.
0%
$0 
TER Teradyne, Inc.
0%
$0 
TETH 21Shares Ethereum ETF
0%
$0 
TGT Target Corporation
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
TLH iShares 10-20 Year Treasury Bond ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UCON First Trust TCW Unconstrained Plus Bond ETF
0%
$0 
UNH UnitedHealth Group Incorporated
0%
+$0.03 
UNP Union Pacific Corporation
0%
$0 
URA Global X Uranium ETF
0%
$0 
UTF Cohen & Steers Infrastructure Fund, Inc.
0%
$0 
V Visa Inc. Class A
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
$0 
VDE Vanguard Energy ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VLO Valero Energy Corporation
0%
$0 
VLUE iShares MSCI USA Value Factor ETF
0%
$0 
VMI Valmont Industries, Inc.
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VONE Vanguard Russell 1000 ETF
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
VPU Vanguard Utilities ETF
0%
$0 
VRT Vertiv Holdings Co
0%
-$0.02 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
WPM Wheaton Precious Metals Corp.
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.1 
XLU Utilities Select Sector SPDR Fund
0%
$0 
YLD Principal Active High Yield ETF
0%
$0 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
0%
$0 
CELH Celsius Holdings Inc.
-4.76%
-$10,764.6 
ADP Automatic Data Processing Inc.
-3.53%
-$209,697.19 
ADBE Adobe Inc.
-3.23%
-$11,824.82 
ACN Accenture plc Class A
-2.67%
-$16,482.33 
PM Philip Morris International Inc.
-2.43%
-$28,744.56 
NOC Northrop Grumman Corporation
-2.23%
-$13,257.14 
ICE Intercontinental Exchange, Inc.
-2.05%
-$37,111.43 
OKE ONEOK, Inc.
-1.85%
-$205,416.74 
WMT Walmart Inc.
-1.61%
-$110,603.67 
CL Colgate-Palmolive Company
-1.56%
-$17,481.75 
GOOG Alphabet Inc
-1.47%
-$186,899.58 
SYK Stryker Corporation
-1.43%
-$56,379.96 
GOOGL Alphabet Inc
-1.37%
-$490,397.47 
LIN Linde plc
-1.37%
-$158,848.29 
BSX Boston Scientific Corporation
-1.32%
-$33,867.36 
IBM International Business Machines Corporation
-1.17%
-$34,502.5 
MDT Medtronic plc
-1.13%
-$7,342.34 
AMZN Amazon.com Inc
-0.98%
-$476,377.79 
ALL Allstate Corporation
-0.78%
-$4,316.31 
COST Costco Wholesale Corporation
-0.7%
-$23,990.64 
CTAS Cintas Corporation
-0.69%
-$1,911.25 
MDLZ Mondelez International, Inc.
-0.68%
-$1,905.68 
UGI UGI Corporation
-0.65%
-$60,185.28 
SO The Southern Company
-0.65%
-$4,912.94 
DTE DTE Energy Company
-0.63%
-$64,576.64 
KMI Kinder Morgan, Inc.
-0.61%
-$64,896.6 
EPD Enterprise Products Partners L.P.
-0.57%
-$6,553.14 
TMO Thermo Fisher Scientific Inc.
-0.53%
-$2,445.89 
AEP American Electric Power Company, Inc.
-0.43%
-$47,232.16 
TJX The TJX Companies, Inc.
-0.42%
-$73,280.35 
SBUX Starbucks Corporation
-0.34%
-$2,301.48 
FXU First Trust Utilities AlphaDEX Fund
-0.32%
-$5,589.28 
MCK McKesson Corporation
-0.32%
-$2,420.9 
DIS The Walt Disney Company
-0.28%
-$1,867.86 
KHC The Kraft Heinz Company
-0.27%
-$28,325.71 
COF Capital One Financial Corporation
-0.27%
-$620.4 
PCN PIMCO Corporate & Income Strategy Fund
-0.26%
-$2,100 
RJF Raymond James Financial Inc.
-0.23%
-$3,271.79 
APD Air Products and Chemicals, Inc.
-0.08%
-$313.68 
NEE NextEra Energy, Inc.
-0.08%
-$9,369.43 
DELL Dell Technologies Inc.
-0.04%
-$611.49 
JSI Janus Henderson Securitized Income ETF
-0.04%
-$79 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.03%
-$217.45 
MLN VanEck Long Muni ETF
-0.03%
-$2,118.42 
FXO First Trust Financials AlphaDEX Fund
-0.02%
-$399.9 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
-0.02%
-$82.04 
SYSB iShares Systematic Bond ETF
-0.02%
-$86.81 
HYD VanEck High Yield Muni ETF
-0.01%
-$575.96 
IYK iShares U.S. Consumer Staples ETF
-0.01%
-$82.02 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.01%
-$14.47 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
0%
-$33.34 
BRK-A Berkshire Hathaway Inc.
0%
-$53.52 
FYX First Trust Small Cap Core AlphaDEX Fund
0%
-$27.58 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
0%
-$3.81 
DCOR Dimensional US Core Equity 1 ETF
0%
-$33.58 
FDIG Fidelity Crypto Industry & Digital Payments ETF
0%
-$10.52 Events
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Dividends
Dividend Analysis
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| Trades 5063 | Longs Won 3435/5063 67% | Profit Factor 6.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $864,338.84 |
| Average Win $210,937.2 | Best Trade (Jul 22) $35.38M | Sharpe Ratio -11.56 |
| Average Loss -$70,842.21 | Worst Trade (Dec 30) -$5.11M | Z-Score 7.36 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 1d | Expectancy $120,331.46 |
| 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 | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
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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, Global X Uranium ETF - $6.03M, and Palantir Technologies Inc - $5.63M. 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 - $2.52M, 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 $117.93M earned over time. The largest contributors to dividend income include First Trust Global Tactical Commodity Strategy Fund - $5.08M, First Trust Senior Loan ETF - $3.98M, Principal Active High Yield ETF - $3.72M, AbbVie Inc - $2.94M, and Nuveen Floating Rate Income Fund - $2.8M. 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.
