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:
74.21%
Gain 0%
Monthly
0.76%
Yearly
9.56%
Drawdown
23.1%
$1.14B
Equity
Holdings
$1.14B
Investment
$1.02B
$2.32B
Profit -$12,526.83
Realized
$2.21B
Unrealized
$117.62M
Dividends
$166.24M
Goals
Avg. 97.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.003%
Profit
-$12,526.83
Win %
76%
This Week
Compared To Last Week
Gain
2.12%
Profit
$23.64M
Win %
76%
This Month
Compared to last month
Gain
4.2%
Profit
$45.86M
Win %
76%
This Year
Compared to last year
Gain
4.75%
Profit
$51.57M
Win %
76%
AMD Advanced Micro Devices, Inc.
+6.5%
+$18,984.9 
STX Seagate Technology Holdings plc
+5.65%
+$11,819.89 
TPL Texas Pacific Land Corporation
+3.31%
+$52,279.83 
EPD Enterprise Products Partners L.P.
+2.31%
+$17,270.88 
MU Micron Technology, Inc.
+2.3%
+$12,312.09 
GE General Electric Company
+2.15%
+$36,006.43 
GLP Global Partners L.P.
+2.01%
+$5,000 
MLPX Global X MLP & Energy Infrastructure ETF
+1.89%
+$4,589.2 
LMT Lockheed Martin Corporation
+1.78%
+$7,170.23 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.6%
+$9,280.67 
ITA iShares U.S. Aerospace & Defense ETF
+1.41%
+$19,880.96 
BTG B2Gold Corp
+1.38%
+$1,024.73 
GEV GE Vernova Inc.
+1.32%
+$24,603.5 
IAUX I-80 Gold Corp.
+1.21%
+$800 
CVX Chevron Corporation
+1.16%
+$28,911 
XOM Exxon Mobil Corporation
+0.94%
+$45,989.16 
PM Philip Morris International Inc.
+0.78%
+$5,280.64 
TSLA Tesla, Inc.
+0.68%
+$8,692.53 
UNH UnitedHealth Group Incorporated
+0.67%
+$3,009.1 
GLD SPDR Gold Shares
+0.63%
+$75,346.08 
BAC Bank of America Corporation
+0.62%
+$1,596.02 
BNY BlackRock New York Municipal Income Trust
+0.61%
+$3,246.24 
BA Boeing Company
+0.58%
+$5,393.5 
SLV iShares Silver Trust
+0.55%
+$38,875.84 
VZ Verizon Communications Inc.
+0.54%
+$3,520.14 
IWM iShares Russell 2000 ETF
+0.52%
+$11,905.89 
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$307,127.52 
DFAT Dimensional US Targeted Value ETF
+0.46%
+$1,226.61 
SCHM Schwab U.S. Mid-Cap ETF
+0.41%
+$2,106.9 
MA Mastercard Incorporated
+0.4%
+$4,275 
WTPI WisdomTree Equity Premium Income Fund
+0.39%
+$163,748.52 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.36%
+$966.21 
D Dominion Energy, Inc.
+0.34%
+$845.02 
MDY SPDR S&P MidCap 400 ETF Trust
+0.32%
+$4,733.17 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$39,757.25 
DFIV Dimensional International Value ETF
+0.29%
+$862.41 
SCHD Schwab U.S. Dividend Equity ETF
+0.26%
+$1,037.25 
VO Vanguard Mid-Cap ETF
+0.26%
+$684.42 
JHMM John Hancock Multifactor Mid Cap ETF
+0.26%
+$134,380.6 
DCI Donaldson Company, Inc.
+0.25%
+$3,360 
VB Vanguard Small-Cap ETF
+0.24%
+$3,337.5 
MPB Mid Penn Bancorp Inc.
+0.23%
+$692.82 
CAT Caterpillar Inc.
+0.23%
+$788.01 
AAPL Apple Inc.
+0.22%
+$102,601.12 
SDG iShares MSCI Global Sustainable Development Goals ETF
+0.21%
+$591 
MCD McDonald's Corporation
+0.21%
+$1,620.49 
NEE NextEra Energy, Inc.
+0.21%
+$994.31 
VTV Vanguard Value ETF
+0.2%
+$65,188.44 
PG Procter & Gamble Co
+0.2%
+$1,422.79 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.18%
+$13,557.83 
JEPI JPMorgan Equity Premium Income Fund
+0.17%
+$15,847.5 
GILD Gilead Sciences Inc.
+0.16%
+$576.62 
SCHV Schwab U.S. Large-Cap Value ETF
+0.11%
+$311.68 
QAI NYLI Hedge Multi-Strategy Tracker ETF
+0.11%
+$564.96 
IWR iShares Russell Mid-Cap ETF
+0.1%
+$471.46 
IWP iShares Russell Mid-Cap Growth ETF
+0.1%
+$469.84 
FEZ SPDR Euro Stoxx 50 ETF
+0.08%
+$2,901.69 
EFV iShares MSCI EAFE Value ETF
+0.07%
+$310.56 
WRB W.R. Berkley Corporation
+0.06%
+$528.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.05%
+$2,407.68 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$363.7 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$3,575.7 
SCHF Schwab International Equity ETF
+0.04%
+$80.89 
GMMF iShares Government Money Market ETF
+0.03%
+$189.42 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.02%
+$67.47 
RSP Invesco S&P 500 Equal Weight ETF
+0.02%
+$7,336.24 
BTCL
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
PACB Pacific Biosciences of California, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$276,805.06 
AMAT Applied Materials, Inc.
-5.12%
-$14,035.67 
CRWD CrowdStrike Holdings, Inc.
-3.8%
-$529,180.08 
ARES Ares Management Corporation
-3.63%
-$241,900.89 
BX Blackstone Inc.
-3.61%
-$290,349.6 
COIN Coinbase Global, Inc.
-3.53%
-$7,433.66 
BUG Global X Cybersecurity ETF
-3.08%
-$50,814.67 
PANW Palo Alto Networks, Inc.
-2.96%
-$78,942.97 
PLTR Palantir Technologies Inc.
-2.78%
-$16,217.11 
SHOP Shopify Inc.
-2.66%
-$21,315.18 
CIBR First Trust NASDAQ Cybersecurity ETF
-2.54%
-$93,173.6 
SNOW Snowflake Inc.
-2.51%
-$1.07M 
LLY Eli Lilly and Company
-2.38%
-$135,259.46 
ANET Arista Networks, Inc.
-2.36%
-$10,910.38 
IGV iShares Expanded Tech-Software Sector ETF
-2.07%
-$10,005.59 
VRTX Vertex Pharmaceuticals Incorporated
-2.07%
-$9,781.35 
ARKK ARK Innovation ETF Fund
-1.84%
-$4,059.92 
CSCO Cisco Systems, Inc.
-1.58%
-$10,530.57 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$270,895.47 
IBM International Business Machines Corporation
-1.19%
-$47,313.79 
AMZN Amazon.com Inc
-0.94%
-$521,471.7 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-0.87%
-$33,803.81 
META Meta Platforms Inc Class A
-0.86%
-$34,406.33 
HD The Home Depot, Inc.
-0.83%
-$74,226.76 
ACM Aecom
-0.79%
-$2,626.5 
GBTC Grayscale Bitcoin Trust ETF
-0.75%
-$1,629.85 
IBIT iShares Bitcoin Trust
-0.7%
-$2,784 
TLT iShares 20+ Year Treasury Bond ETF
-0.67%
-$246,409.45 
JNJ Johnson & Johnson
-0.66%
-$8,123.97 
AMGN Amgen Inc.
-0.63%
-$64,095.97 
IGM iShares Expanded Tech Sector ETF
-0.6%
-$1,611 
XLV Health Care Select Sector SPDR Fund
-0.6%
-$3,683.47 
MOAT VanEck Morningstar Wide Moat Fund
-0.59%
-$1,294.44 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$62,982.2 
ABBV AbbVie Inc.
-0.54%
-$3,983.44 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$46,351.32 
DUK Duke Energy Corporation
-0.46%
-$1,776.12 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.44%
-$93,799.03 
VUG Vanguard Growth ETF
-0.43%
-$375,976.38 
IYW iShares U.S. Technology ETF
-0.42%
-$1,962 
TMUS T-Mobile US, Inc.
-0.42%
-$66,199.98 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.42%
-$3,602.25 
ETN Eaton Corporation plc
-0.4%
-$868.13 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$6,895.53 
BNDX Vanguard Total International Bond ETF
-0.4%
-$3,864.98 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.39%
-$7,559.86 
WMT Walmart Inc.
-0.39%
-$4,457.7 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$6,171.82 
V Visa Inc. Class A
-0.36%
-$9,534.35 
O Realty Income Corporation
-0.33%
-$1,908.06 
OEF iShares S&P 100 ETF
-0.33%
-$26,635.5 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-0.32%
-$6,552.3 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.32%
-$3,518.55 
VYM Vanguard High Dividend Yield ETF
-0.3%
-$1,419.84 
VTEB Vanguard Tax-Exempt Bond ETF
-0.3%
-$1,083.6 
MSFT Microsoft Corp.
-0.3%
-$86,315.66 
IWF iShares Russell 1000 Growth ETF
-0.29%
-$2,460.5 
JHCB John Hancock Corporate Bond ETF
-0.29%
-$111,750.48 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-0.28%
-$615 
TOPC iShares S&P 500 3% Capped ETF
-0.28%
-$684.6 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$11,443.86 
COWZ Pacer US Cash Cows 100 ETF
-0.27%
-$10,418.27 
EWJ iShares MSCI Japan ETF
-0.26%
-$56,428.32 
TRFK Pacer Data and Digital Revolution ETF
-0.26%
-$1,688.7 
IAGG iShares International Aggregate Bond Fund
-0.24%
-$35,724.48 
USMV iShares MSCI USA Min Vol Factor ETF
-0.24%
-$2,741.04 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$1,803.36 
SCHX Schwab U.S. Large-Cap ETF
-0.23%
-$932.61 
SMH VanEck Semiconductor ETF
-0.22%
-$1,736.79 
AGG iShares Core U.S. Aggregate Bond ETF
-0.21%
-$26,137.86 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.21%
-$1,117.6 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.21%
-$868.16 
ASML ASML Holding N.V. New York Registry Shares
-0.21%
-$485.15 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$43,374.8 
VOO Vanguard S&P 500 ETF
-0.19%
-$25,717.66 
IVV iShares Core S&P 500 ETF
-0.18%
-$4,676.07 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.18%
-$1,209.62 
XLF Financial Select Sector SPDR Fund
-0.17%
-$8,510.3 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.16%
-$12,359.2 
IWB iShares Russell 1000 ETF
-0.15%
-$347.82 
GOOGL Alphabet Inc
-0.13%
-$7,325.96 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$771.27 
GOOG Alphabet Inc
-0.12%
-$15,896 
EEM iShares MSCI Emerging Markets ETF
-0.1%
-$53,166.68 
NFLX Netflix, Inc.
-0.1%
-$627.92 
VT Vanguard Total World Stock ETF
-0.09%
-$2,100.7 
COST Costco Wholesale Corporation
-0.08%
-$948.01 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$182.46 
JPM JPMorgan Chase & Co.
-0.07%
-$9,206.93 
MRVL Marvell Technology, Inc.
-0.07%
-$316.13 
NVDA NVIDIA Corporation
-0.06%
-$12,556.18 
SOXX iShares Semiconductor ETF
-0.06%
-$187.21 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.05%
-$8,327.64 
IWD iShares Russell 1000 Value ETF
-0.05%
-$265.46 
EFA iShares MSCI EAFE ETF
-0.05%
-$287 
BALI iShares Adaptive Large Cap ETF
-0.03%
-$3,107.98 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.03%
-$234.25 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$580.9 
JHPI John Hancock Preferred Income ETF
-0.01%
-$1,690.26 Events
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Dividends
Dividend Analysis
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| Trades 1782 | Longs Won 1187/1782 66% | Profit Factor 20.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $9.48M |
| Average Win $2.06M | Best Trade (Mar 31) $249.16M | Sharpe Ratio 0.87 |
| Average Loss -$197,950.86 | Worst Trade (Sep 30) -$27.75M | Z-Score -9.33 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 2d | Expectancy $1.3M |
| 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% | 0.07% | 3.14% |
| Consecutive Losing Trades | 5,747 | 5,172 | 4,598 | 4,023 | 3,448 | 2,874 | 2,299 | 1,724 | 1,149 | 575 |
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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Option values are updated at end of day.
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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 - $2.5M, 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 $166.24M earned over time. The largest contributors to dividend income include John Hancock Corporate Bond ETF - $27.83M, John Hancock Preferred Income ETF - $27.35M, 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.
