GBW
Granite Bay Wealth Management LLC Portfolio
Invests via Granite Bay Wealth Management LLC | Managed by Granite Bay Wealth Management LLC, Joseph R. Skees, Paul S. Stanley, Peter Crawford Waitkun
Invests via Granite Bay Wealth Management LLC
Managed by Granite Bay Wealth Management LLC, Joseph R. Skees, Paul S. Stanley, Peter Crawford Waitkun
Automatically Tracked
Company Profile
Granite Bay Wealth Management LLC operates as a prominent advisory firm, focusing on delivering tailored financial solutions for high-net-worth individuals and families. With expertise in wealth planning and investment guidance, the firm is distinguished by its commitment to personalized service. The team brings extensive backgrounds in finance and investment management, enabling them to address complex financial needs effectively. Their integrated approach aims at fostering long-term relationships built on trust and transparency, allowing clients to navigate intricate markets confidently.
Granite Bay Wealth Management LLC operates as a prominent advisory firm, focusing on delivering tailored financial solutions for high-net-worth individuals and families. With expertise in wealth planning and investment guidance, the firm is distinguished by its commitment to personalized service. The team brings extensive backgrounds in finance and investment management, enabling them to address complex financial needs effectively. Their integrated approach aims at fostering long-term relationships built on trust and transparency, allowing clients to navigate intricate markets confidently.
Investment Philosophy & Strategy
At Granite Bay Wealth Management LLC, the drive to empower clients through personalized financial strategies shapes investment engagements. The firm's distinctive ethos emphasizes a holistic view of wealth that integrates both tactical and strategic insights. With an eye toward sustainable growth, decision-making prioritizes tailored solutions that align closely with each client’s unique aspirations. Emphasis on clear communication fosters an environment where complex financial concepts are distilled into actionable intelligence. Leveraging extensive experience in finance and advisory roles, the firm navigates dynamic market landscapes by focusing on capital preservation while enabling pathways for future expansion.
At Granite Bay Wealth Management LLC, the drive to empower clients through personalized financial strategies shapes investment engagements. The firm's distinctive ethos emphasizes a holistic view of wealth that integrates both tactical and strategic insights. With an eye toward sustainable growth, decision-making prioritizes tailored solutions that align closely with each client’s unique aspirations. Emphasis on clear communication fosters an environment where complex financial concepts are distilled into actionable intelligence. Leveraging extensive experience in finance and advisory roles, the firm navigates dynamic market landscapes by focusing on capital preservation while enabling pathways for future expansion.
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:
37.99%
Gain
Monthly
0.37%
Yearly
4.54%
Drawdown
22.79%
$510.19M
Equity
Holdings
$510.19M
Investment
$440.65M
$2.25B
Profit +$1.33M
Realized
$2.18B
Unrealized
$69.55M
Dividends
$169.53M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$1.33M
Win %
80%
This Week
Compared To Last Week
Gain
0.95%
Profit
$4.82M
Win %
80%
This Month
Compared to last month
Gain
-0.26%
Profit
-$1.32M
Win %
80%
This Year
Compared to last year
Gain
8.76%
Profit
$41.09M
Win %
79%
CHEV Charging Robotics Inc.
+369.88%
+$457.69 
PANW Palo Alto Networks, Inc.
+8.03%
+$98,175.48 
TSLA Tesla, Inc.
+7.68%
+$18,448.78 
CRWD CrowdStrike Holdings, Inc.
+6.68%
+$887,454.04 
GEV GE Vernova Inc.
+5.61%
+$20,106.66 
GOOG Alphabet Inc
+4.78%
+$486,207.69 
GOOGL Alphabet Inc
+4.52%
+$28,477.66 
BUG Global X Cybersecurity ETF
+4.32%
+$55,221.62 
AMZN Amazon.com Inc
+3.54%
+$413,239.4 
FTNT Fortinet Inc.
+3.23%
+$20,931.02 
AVGO Broadcom Inc.
+2.84%
+$14,999.1 
META Meta Platforms Inc Class A
+2.61%
+$24,776.74 
IYW iShares U.S. Technology ETF
+2.52%
+$10,881 
VUG Vanguard Growth ETF
+2.44%
+$29,475.84 
QQQ Invesco QQQ Trust, Series 1
+2.34%
+$74,056.36 
IWF iShares Russell 1000 Growth ETF
+2.28%
+$6,428.12 
XLK State Street Technology Select Sector SPDR ETF
+2.19%
+$17,865 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+2.17%
+$210,410.87 
BOTZ Global X Robotics & Artificial Intelligence ETF
+2.17%
+$10,205.52 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.9%
+$9,388.75 
IVV iShares Core S&P 500 ETF
+1.83%
+$21,247.44 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+1.77%
+$59,068.8 
V Visa Inc. Class A
+1.64%
+$13,568.5 
SPY SPDR S&P 500 ETF Trust
+1.52%
+$30,702.6 
VOO Vanguard S&P 500 ETF
+1.49%
+$14,001.94 
SCHX Schwab U.S. Large-Cap ETF
+1.3%
+$5,463.75 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.28%
+$2,917.87 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.19%
+$3,788.64 
GE General Electric Company
+1.15%
+$5,895.84 
NFLX Netflix, Inc.
+1.12%
+$1,962.71 
NVDA NVIDIA Corporation
+1.09%
+$113,521.44 
RSP Invesco S&P 500 Equal Weight ETF
+1.08%
+$415,051.2 
GLP Global Partners L.P.
+0.96%
+$2,225 
BALI iShares Adaptive Large Cap ETF
+0.93%
+$95,297.41 
VWO Vanguard FTSE Emerging Markets ETF
+0.91%
+$3,829.53 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.9%
+$17,121.6 
SDG iShares MSCI Global Sustainable Development Goals ETF
+0.75%
+$1,981.5 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.66%
+$3,004.68 
JNJ Johnson & Johnson
+0.63%
+$2,039.87 
SCHV Schwab U.S. Large-Cap Value ETF
+0.59%
+$1,590.18 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.56%
+$23,359.77 
TOPC iShares S&P 500 3% Capped ETF
+0.48%
+$1,120.01 
JPM JPMorgan Chase & Co.
+0.48%
+$45,115.52 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$1,320 
WTPI WisdomTree Equity Premium Income Fund
+0.39%
+$150,468.62 
LLY Eli Lilly and Company
+0.36%
+$1,344.66 
VRTX Vertex Pharmaceuticals Incorporated
+0.34%
+$1,537.9 
EWJ iShares MSCI Japan ETF
+0.31%
+$64,161.92 
JHMM John Hancock Multifactor Mid Cap ETF
+0.3%
+$148,938.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.26%
+$2,669.74 
AMGN Amgen Inc.
+0.25%
+$19,710 
JHPI John Hancock Preferred Income ETF
+0.22%
+$40,772.85 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.2%
+$528.04 
VB Vanguard Small-Cap ETF
+0.18%
+$1,077.81 
XOM Exxon Mobil Corporation
+0.18%
+$998.13 
PM Philip Morris International Inc.
+0.15%
+$426.44 
JHCB John Hancock Corporate Bond ETF
+0.14%
+$53,677.08 
WRB-PF W.R. Berkley Corporation 5.10%
+0.11%
+$324.2 
DFIV Dimensional International Value ETF
+0.1%
+$279.01 
EEM iShares MSCI Emerging Markets ETF
+0.07%
+$17,895.28 
USMV iShares MSCI USA Min Vol Factor ETF
+0.04%
+$357.96 
TLT iShares 20+ Year Treasury Bond ETF
+0.03%
+$5,259.48 
GMMF iShares Government Money Market ETF
+0.01%
+$39.54 
BNDX Vanguard Total International Bond ETF
+0.01%
+$13.52 
IAGG iShares International Aggregate Bond Fund
0%
-$27.54 
TMUS T-Mobile US, Inc.
-4%
-$276,699.2 
UNH UnitedHealth Group Incorporated
-2.52%
-$11,916.85 
TMO Thermo Fisher Scientific Inc.
-1.88%
-$148,909.08 
ARES Ares Management Corporation
-1.57%
-$76,886.88 
DCI Donaldson Company, Inc.
-1.36%
-$16,800 
SLV iShares Silver Trust
-1.27%
-$77,901.07 
PG Procter & Gamble Co
-1.2%
-$3,499.45 
GLD SPDR Gold Shares
-1.17%
-$81,854.47 
BX Blackstone Inc.
-1.16%
-$61,164.3 
SHOP Shopify Inc.
-1.06%
-$6,284.32 
WMT Walmart Inc.
-0.9%
-$1,702.09 
MSFT Microsoft Corp.
-0.9%
-$86,225.65 
AAPL Apple Inc.
-0.82%
-$93,839.36 
IWM iShares Russell 2000 ETF
-0.77%
-$5,774.48 
COST Costco Wholesale Corporation
-0.63%
-$2,802.56 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$53,775.66 
DFAT Dimensional US Targeted Value ETF
-0.55%
-$1,427.7 
IJR iShares Core S&P Small-Cap ETF
-0.5%
-$127,200.82 
XLV Health Care Select Sector SPDR Fund
-0.28%
-$1,625.14 
VTV Vanguard Value ETF
-0.1%
-$585 
RTX RTX Corporation
-0.1%
-$8,365.32 
IWD iShares Russell 1000 Value ETF
-0.1%
-$327.36 
MDY SPDR S&P MidCap 400 ETF Trust
-0.1%
-$1,454.52 
HD The Home Depot, Inc.
-0.06%
-$4,690.98 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.04%
-$92.58 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$101.75 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$732.05 
BND Vanguard Total Bond Market Index Fund
-0.01%
-$21.22 Events
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Dividends
Dividend Analysis
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| Trades 1620 | Longs Won 945/1620 58% | Profit Factor 22.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $9.93M |
| Average Win $2.49M | Best Trade (Mar 31) $249.16M | Sharpe Ratio 0.92 |
| Average Loss -$155,738.73 | Worst Trade (Sep 30) -$27.75M | Z-Score -12.27 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1d | Expectancy $1.39M |
| 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% | 0.07% | 0.62% | 4.16% | 22.29% |
| Consecutive Losing Trades | 3,279 | 2,951 | 2,623 | 2,295 | 1,967 | 1,639 | 1,311 | 984 | 656 | 328 |
Hover over the desired column for a detailed explanation.
Returns
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