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:
76.82%
Gain +0.25%
Monthly
0.69%
Yearly
8.56%
Drawdown
23.1%
$1.12B
Equity
Holdings
$1.12B
Investment
$1.02B
$2.31B
Profit +$1.43M
Realized
$2.21B
Unrealized
$101.59M
Dividends
$168.79M
Goals
Avg. 83% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.25%
Profit
$1.43M
Win %
66%
This Week
Compared To Last Week
Gain
0.13%
Profit
$1.43M
Win %
66%
This Month
Compared to last month
Gain
-0.4%
Profit
-$4.45M
Win %
66%
This Year
Compared to last year
Gain
3.28%
Profit
$35.53M
Win %
67%
SOXL Direxion Daily Semiconductor Bull 3X Shares
+10.06%
+$23,190 
TSLA Tesla, Inc.
+5.58%
+$74,375.73 
AMD Advanced Micro Devices, Inc.
+4.8%
+$17,880.79 
PACB Pacific Biosciences of California, Inc.
+3.98%
+$2,751.7 
AVGO Broadcom Inc.
+3.73%
+$142,861.51 
SOXX iShares Semiconductor ETF
+3.36%
+$11,337.29 
ASML ASML Holding N.V. New York Registry Shares
+2.98%
+$6,837.68 
MRVL Marvell Technology, Inc.
+2.9%
+$15,333.79 
SMH VanEck Semiconductor ETF
+2.87%
+$23,700.64 
NVDA NVIDIA Corporation
+2.84%
+$588,346.72 
ARES Ares Management Corporation
+2.81%
+$145,897.98 
ARKK ARK Innovation ETF Fund
+2.7%
+$6,383.69 
PANW Palo Alto Networks, Inc.
+2.45%
+$65,281 
BX Blackstone Inc.
+2.42%
+$146,520.96 
AMAT Applied Materials, Inc.
+2.26%
+$6,145.75 
TRFK Pacer Data and Digital Revolution ETF
+2.13%
+$14,094.15 
BUG Global X Cybersecurity ETF
+2.02%
+$34,865.54 
GOOG Alphabet Inc
+2%
+$266,662.51 
CSCO Cisco Systems, Inc.
+1.95%
+$12,442.55 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.94%
+$149,082.85 
CAT Caterpillar Inc.
+1.84%
+$6,086.01 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.83%
+$9,080.5 
GOOGL Alphabet Inc
+1.82%
+$98,024.69 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.82%
+$8,950.9 
IYW iShares U.S. Technology ETF
+1.79%
+$8,586 
EWJ iShares MSCI Japan ETF
+1.78%
+$375,465.36 
XLK State Street Technology Select Sector SPDR ETF
+1.74%
+$31,211.12 
CRWD CrowdStrike Holdings, Inc.
+1.72%
+$282,476.33 
IGM iShares Expanded Tech Sector ETF
+1.67%
+$4,583.3 
GBTC Grayscale Bitcoin Trust ETF
+1.67%
+$4,801.45 
IWF iShares Russell 1000 Growth ETF
+1.66%
+$13,898.5 
IBIT iShares Bitcoin Trust
+1.65%
+$8,797.44 
D Dominion Energy, Inc.
+1.65%
+$3,674 
AMZN Amazon.com Inc
+1.6%
+$836,874.6 
CIBR First Trust NASDAQ Cybersecurity ETF
+1.6%
+$59,487.76 
SHOP Shopify Inc.
+1.59%
+$11,999.33 
VUG Vanguard Growth ETF
+1.58%
+$1.38M 
NEE NextEra Energy, Inc.
+1.58%
+$6,656.42 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.51%
+$29,160 
IJR iShares Core S&P Small-Cap ETF
+1.51%
+$880,858.79 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+1.48%
+$55,916.08 
TMUS T-Mobile US, Inc.
+1.43%
+$198,599.94 
MPB Mid Penn Bancorp Inc.
+1.42%
+$3,925.98 
O Realty Income Corporation
+1.42%
+$6,905.36 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.42%
+$12,247.65 
IWM iShares Russell 2000 ETF
+1.41%
+$29,502.8 
SCHF Schwab International Equity ETF
+1.39%
+$3,073.82 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.36%
+$14,946.02 
EEM iShares MSCI Emerging Markets ETF
+1.36%
+$691,166.84 
FEZ SPDR Euro Stoxx 50 ETF
+1.35%
+$43,043.86 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.34%
+$56,580.48 
PLTR Palantir Technologies Inc.
+1.32%
+$8,190.15 
OEF iShares S&P 100 ETF
+1.31%
+$104,550.4 
DCI Donaldson Company, Inc.
+1.22%
+$14,980 
LLY Eli Lilly and Company
+1.22%
+$65,542.84 
EPD Enterprise Products Partners L.P.
+1.21%
+$8,439.18 
IWP iShares Russell Mid-Cap Growth ETF
+1.2%
+$5,638.08 
AAPL Apple Inc.
+1.19%
+$603,354.31 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.19%
+$9,416.85 
EFA iShares MSCI EAFE ETF
+1.18%
+$6,945.4 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+1.17%
+$183,208.08 
IJH iShares Core S&P Mid-Cap ETF
+1.17%
+$135,174.65 
MDY SPDR S&P MidCap 400 ETF Trust
+1.13%
+$15,408.48 
VB Vanguard Small-Cap ETF
+1.13%
+$14,462.5 
SCHX Schwab U.S. Large-Cap ETF
+1.1%
+$4,396.59 
IWB iShares Russell 1000 ETF
+1.08%
+$2,530.11 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.08%
+$7,315.2 
IVV iShares Core S&P 500 ETF
+1.07%
+$26,977.5 
VT Vanguard Total World Stock ETF
+1.07%
+$25,433.47 
DFAT Dimensional US Targeted Value ETF
+1.07%
+$2,676.24 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+1.07%
+$46,654.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.07%
+$6,890.28 
IJK iShares S&P Mid-Cap 400 Growth ETF
+1.07%
+$2,662.7 
SPY SPDR S&P 500 ETF Trust
+1.05%
+$226,173.26 
SCHM Schwab U.S. Mid-Cap ETF
+1.03%
+$4,986.33 
VOO Vanguard S&P 500 ETF
+1.03%
+$139,142.38 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+1.01%
+$19,438.49 
JHMM John Hancock Multifactor Mid Cap ETF
+0.97%
+$470,332.1 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.95%
+$198,520.14 
ANET Arista Networks, Inc.
+0.94%
+$4,364.14 
DUK Duke Energy Corporation
+0.91%
+$3,240.64 
ETN Eaton Corporation plc
+0.91%
+$1,898.46 
VWO Vanguard FTSE Emerging Markets ETF
+0.9%
+$14,222.05 
IGV iShares Expanded Tech-Software Sector ETF
+0.88%
+$4,320.6 
TOPC iShares S&P 500 3% Capped ETF
+0.87%
+$2,053.8 
MSFT Microsoft Corp.
+0.85%
+$254,863.35 
IWR iShares Russell Mid-Cap ETF
+0.85%
+$3,930.56 
META Meta Platforms Inc Class A
+0.84%
+$40,790.47 
BTG B2Gold Corp
+0.77%
+$585.56 
HD The Home Depot, Inc.
+0.72%
+$53,056.34 
EFV iShares MSCI EAFE Value ETF
+0.72%
+$2,898.56 
MLPX Global X MLP & Energy Infrastructure ETF
+0.72%
+$1,655.39 
BALI iShares Adaptive Large Cap ETF
+0.71%
+$76,145.51 
DFIV Dimensional International Value ETF
+0.71%
+$1,978.47 
VIG Vanguard Dividend Appreciation ETF
+0.69%
+$61,048.08 
UNH UnitedHealth Group Incorporated
+0.67%
+$2,738.6 
BNY BlackRock New York Municipal Income Trust
+0.64%
+$3,016.68 
SCHV Schwab U.S. Large-Cap Value ETF
+0.63%
+$1,636.32 
VYM Vanguard High Dividend Yield ETF
+0.62%
+$2,700.45 
IAUX I-80 Gold Corp.
+0.62%
+$400 
VTEB Vanguard Tax-Exempt Bond ETF
+0.61%
+$2,094.96 
SDG iShares MSCI Global Sustainable Development Goals ETF
+0.61%
+$1,575 
VONV Vanguard Russell 1000 Value Index Fund
+0.59%
+$3,117.87 
TLT iShares 20+ Year Treasury Bond ETF
+0.58%
+$201,608.1 
IWD iShares Russell 1000 Value ETF
+0.57%
+$2,879.22 
RSP Invesco S&P 500 Equal Weight ETF
+0.56%
+$214,585.02 
VO Vanguard Mid-Cap ETF
+0.55%
+$1,353.29 
WTPI WisdomTree Equity Premium Income Fund
+0.55%
+$226,728.72 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.48%
+$35,743.37 
QAI NYLI Hedge Multi-Strategy Tracker ETF
+0.47%
+$2,401.08 
JHCB John Hancock Corporate Bond ETF
+0.45%
+$167,625.72 
MOAT VanEck Morningstar Wide Moat Fund
+0.44%
+$908.04 
VZ Verizon Communications Inc.
+0.41%
+$2,572.41 
JEPI JPMorgan Equity Premium Income Fund
+0.37%
+$33,279.75 
BA Boeing Company
+0.36%
+$2,797.37 
BNDX Vanguard Total International Bond ETF
+0.35%
+$3,356.43 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.35%
+$1,079.52 
GLP Global Partners L.P.
+0.3%
+$700 
JHPI John Hancock Preferred Income ETF
+0.3%
+$54,933.58 
SLV iShares Silver Trust
+0.27%
+$18,223.05 
BRK-B Berkshire Hathaway Inc.
+0.27%
+$28,993.31 
USMV iShares MSCI USA Min Vol Factor ETF
+0.27%
+$2,969.45 
VTV Vanguard Value ETF
+0.26%
+$79,362.08 
PG Procter & Gamble Co
+0.25%
+$1,766.16 
SCHD Schwab U.S. Dividend Equity ETF
+0.24%
+$922 
AGG iShares Core U.S. Aggregate Bond ETF
+0.24%
+$28,627.18 
XLF Financial Select Sector SPDR Fund
+0.24%
+$11,063.39 
MA Mastercard Incorporated
+0.24%
+$2,508 
IEF iShares 7-10 Year Treasury Bond ETF
+0.23%
+$9,243.15 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.22%
+$868.16 
BND Vanguard Total Bond Market Index Fund
+0.21%
+$1,591.24 
BAC Bank of America Corporation
+0.18%
+$379.05 
IAGG iShares International Aggregate Bond Fund
+0.17%
+$25,304.84 
ABBV AbbVie Inc.
+0.17%
+$1,318.08 
XLV Health Care Select Sector SPDR Fund
+0.17%
+$1,021.16 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.14%
+$4,066.3 
ACM Aecom
+0.13%
+$420.24 
MCD McDonald's Corporation
+0.07%
+$419.1 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$393.52 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$121.64 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$3,575.7 
V Visa Inc. Class A
+0.03%
+$880.01 
GMMF iShares Government Money Market ETF
+0.03%
+$157.85 
GLD SPDR Gold Shares
+0.02%
+$1,793.64 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 BTCL
BTCL
0%
$0 
STX Seagate Technology Holdings plc
-11.59%
-$24,870.12 
GILD Gilead Sciences Inc.
-1.11%
-$4,298.44 
GE General Electric Company
-0.91%
-$13,165.21 
IBM International Business Machines Corporation
-0.79%
-$29,948.73 
CVX Chevron Corporation
-0.77%
-$20,112.13 
NFLX Netflix, Inc.
-0.71%
-$3,806.76 
LMT Lockheed Martin Corporation
-0.68%
-$2,294.88 
GEV GE Vernova Inc.
-0.65%
-$11,358.93 
XOM Exxon Mobil Corporation
-0.64%
-$32,408.56 
AMGN Amgen Inc.
-0.51%
-$50,935.15 
COST Costco Wholesale Corporation
-0.41%
-$4,795.49 
VRTX Vertex Pharmaceuticals Incorporated
-0.38%
-$1,756.79 
WRB W.R. Berkley Corporation
-0.38%
-$3,434.6 
JNJ Johnson & Johnson
-0.28%
-$3,381.12 
COWZ Pacer US Cash Cows 100 ETF
-0.25%
-$9,321.61 
ITA iShares U.S. Aerospace & Defense ETF
-0.22%
-$2,534.4 
JPM JPMorgan Chase & Co.
-0.21%
-$23,870.36 
TPL Texas Pacific Land Corporation
-0.18%
-$2,823.43 
SNOW Snowflake Inc.
-0.17%
-$72,424.59 
TMO Thermo Fisher Scientific Inc.
-0.16%
-$36,179.02 
MU Micron Technology, Inc.
-0.13%
-$778.33 
WMT Walmart Inc.
-0.08%
-$792.48 
PM Philip Morris International Inc.
-0.06%
-$392.44 
COIN Coinbase Global, Inc.
-0.04%
-$102.66 Events
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Dividends
Dividend Analysis
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| Trades 1782 | Longs Won 1144/1782 64% | Profit Factor 18.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $9.48M |
| Average Win $2.13M | Best Trade (Mar 31) $249.16M | Sharpe Ratio 0.9 |
| Average Loss -$206,381.2 | Worst Trade (Sep 30) -$27.75M | Z-Score -12.61 (100%) |
| Commissions $0 | Avg. Trade Length 8m 6d | Expectancy $1.29M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.08% | 3.38% |
| Consecutive Losing Trades | 5,435 | 4,891 | 4,348 | 3,804 | 3,261 | 2,717 | 2,174 | 1,630 | 1,087 | 543 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 153,136 | $42.9M | $51.19M | - | $8.28M | 19.31% | +1.193% |
| ABBV AbbVie Inc. | 2,929 | $744,873.99 | $762,653.02 | - | $17,779.03 | 2.39% | +0.173% |
| ACM Aecom | 5,253 | $366,659.4 | $313,499.04 | - | -$53,160.36 | -14.5% | +0.134% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 208,191 | $15.85M | $15.83M | - | -$14,573.37 | -0.09% | +1.171% |
| AGG iShares Core U.S. Aggregate Bond ETF | 124,466 | $12.28M | $11.78M | - | -$498,249.04 | -4.06% | +0.244% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 4,711 | $627,740.75 | $500,685.08 | - | -$127,055.67 | -20.24% | +1.82% |
| AMAT Applied Materials, Inc. | 513 | $370,899 | $277,676.64 | - | -$93,222.36 | -25.13% | +2.263% |
| AMD Advanced Micro Devices, Inc. | 605 | $351,450.53 | $390,397.42 | - | $38,946.89 | 11.08% | +4.8% |
| AMGN Amgen Inc. | 24,371 | $7.51M | $9.87M | - | $2.36M | 31.48% | -0.513% |
| AMZN Amazon.com Inc | 210,270 | $48.08M | $53.03M | - | $4.95M | 10.3% | +1.603% |
| ANET Arista Networks, Inc. | 2,273 | $386,137.24 | $469,169.93 | - | $83,032.69 | 21.5% | +0.939% |
| ARES Ares Management Corporation | 44,549 | $6.43M | $5.34M | - | -$1.09M | -16.99% | +2.809% |
| ARKK ARK Innovation ETF Fund | 2,671 | $215,870.22 | $242,980.87 | - | $27,110.65 | 12.56% | +2.698% |
| ASML ASML Holding N.V. New York Registry Shares | 127 | $252,658.87 | $236,515.91 | - | -$16,142.96 | -6.39% | +2.977% |
| AVGO Broadcom Inc. | 11,148 | $4.1M | $3.97M | - | -$124,777.8 | -3.04% | +3.729% |
| BA Boeing Company | 4,025 | $871,291.75 | $776,724.37 | - | -$94,567.38 | -10.85% | +0.361% |
| BAC Bank of America Corporation | 3,990 | $227,350.2 | $214,761.75 | - | -$12,588.45 | -5.54% | +0.177% |
| BALI iShares Adaptive Large Cap ETF | 310,798 | $9.87M | $10.75M | - | $876,035.7 | 8.88% | +0.714% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 5,426 | $417,443.8 | $395,826.7 | - | -$21,617.1 | -5.18% | +0.22% |
| BND Vanguard Total Bond Market Index Fund | 10,608 | $781,534.32 | $745,105.92 | - | -$36,428.4 | -4.66% | +0.214% |
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FAQ
Which stocks have generated the highest profits for Granite Bay Wealth Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P MidCap 400 ETF Trust - $338.2M, Health Care Select Sector SPDR Fund - $147.07M, Berkshire Hathaway Inc - $115.94M, Global X Robotics & Artificial Intelligence ETF - $112.56M, and State Street Technology Select Sector SPDR ETF - $109.91M. 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: Marathon Petroleum Corporation - $12.11M, iShares U.S. Oil & Gas Exploration & Production ETF - $5.97M, Industrial Select Sector SPDR Fund - $3.07M, Alphabet Inc - $2.49M, and Pfizer Inc - $2.24M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Granite Bay Wealth Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $168.79M earned over time. The largest contributors to dividend income include John Hancock Corporate Bond ETF - $28.17M, John Hancock Preferred Income ETF - $27.51M, SPDR S&P MidCap 400 ETF Trust - $11.59M, Consumer Staples Select Sector SPDR Fund - $9.51M, and Health Care Select Sector SPDR Fund - $8.74M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Granite Bay Wealth Management LLC's monthly returns?
Granite Bay Wealth Management LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Granite Bay Wealth Management LLC's strategy be considered aggressive or moderate?
Granite Bay Wealth Management LLC's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Granite Bay Wealth Management LLC's strategy?
Granite Bay Wealth Management LLC's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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