KL
Kathryn Lutz Portfolio
Invests via Wiser Advisor Group LLC | Managed by Larry Lytle, Zach Lytle
Invests via Wiser Advisor Group LLC
Managed by Larry Lytle, Zach Lytle
Automatically Tracked
Kathryn Lutz Profile
Operating executive and investor focused on growth-stage healthcare and technology companies, Kathryn Lutz brings cross-functional experience in corporate strategy, M&A integration and scaling commercial operations. Works with boards and PE sponsors to drive margin expansion, EBITDA growth and go-to-market acceleration. Prior experience spans strategic roles at mid-market healthcare services firms and growth-stage tech companies; holds an MBA and is active as an independent director and advisor to venture and buyout funds.
Operating executive and investor focused on growth-stage healthcare and technology companies, Kathryn Lutz brings cross-functional experience in corporate strategy, M&A integration and scaling commercial operations. Works with boards and PE sponsors to drive margin expansion, EBITDA growth and go-to-market acceleration. Prior experience spans strategic roles at mid-market healthcare services firms and growth-stage tech companies; holds an MBA and is active as an independent director and advisor to venture and buyout funds.
Investment Philosophy & Strategy
Growth-stage healthcare and technology investor with a hands-on, operationally driven approach to capital allocation. Prioritizes businesses where commercial scale, margin expansion and EBITDA conversion can be accelerated through go-to-market optimization, strategic M&A and rigorous operational KPIs. Favors control or influential minority positions alongside PE sponsors and boards, with a medium-term horizon focused on scalable revenue and margin uplift. Risk discipline centers on validated unit economics, repeatable sales motion and executable integration plans.
Growth-stage healthcare and technology investor with a hands-on, operationally driven approach to capital allocation. Prioritizes businesses where commercial scale, margin expansion and EBITDA conversion can be accelerated through go-to-market optimization, strategic M&A and rigorous operational KPIs. Favors control or influential minority positions alongside PE sponsors and boards, with a medium-term horizon focused on scalable revenue and margin uplift. Risk discipline centers on validated unit economics, repeatable sales motion and executable integration plans.
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:
3.36%
Gain
Monthly
0.11%
Yearly
1.31%
Drawdown
28.67%
$91.87M
Equity
Holdings
$91.87M
Investment
$68.37M
$25.5M
Profit -$171,175.34
Realized
$2M
Unrealized
$23.5M
Dividends
$3.21M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$171,175.34
Win %
75%
This Week
Compared To Last Week
Gain
0.26%
Profit
$239,743.33
Win %
75%
This Month
Compared to last month
Gain
1.45%
Profit
$1.31M
Win %
75%
This Year
Compared to last year
Gain
13.03%
Profit
$10.59M
Win %
72%
ABT Abbott Laboratories
+10.66%
+$11,100.44 
REXR Rexford Industrial Realty, Inc.
+7.47%
+$2,195.56 
XPO XPO Inc.
+5.31%
+$4,206.69 
RXO Rxo Inc.
+4.32%
+$452.79 
EPRT Essential Properties Realty Trust, Inc.
+4.23%
+$624.08 
WM Waste Management, Inc.
+4.1%
+$4,689.05 
PEGA Pegasystems Inc.
+4.06%
+$224.79 
SYK Stryker Corporation
+3.99%
+$2,098.24 
MRK Merck & Co., Inc.
+3.86%
+$3,172.05 
ADBE Adobe Inc.
+3.83%
+$1,479.2 
PLD Prologis Inc.
+3.69%
+$35,284.3 
CRM Salesforce Inc
+3.56%
+$464.1 
TRNO Terreno Realty Corporation
+3.48%
+$1,135 
CCK Crown Holdings Inc.
+3.42%
+$171.9 
PRSU Pursuit Attractions and Hospitality
+3.31%
+$172.5 
PYPL PayPal Holdings Inc
+3.29%
+$405.15 
PM Philip Morris International Inc.
+3.26%
+$271.12 
ABBV AbbVie Inc.
+3.23%
+$803.76 
MO Altria Group, Inc.
+3.18%
+$556.76 
NKE Nike, Inc. - Class B
+3.15%
+$168.12 
GBCI Glacier Bancorp Inc.
+3.11%
+$118.08 
ADC Agree Realty Corporation
+3.1%
+$1,108.6 
O Realty Income Corporation
+3.1%
+$1,856.12 
FIS Fidelity National Information Services, Inc.
+3.07%
+$60.48 
T AT&T Inc.
+3%
+$180.51 
SBUX Starbucks Corporation
+2.96%
+$659.32 
NDAQ Nasdaq, Inc.
+2.93%
+$1,752.72 
ELS Equity Lifestyle Properties Inc.
+2.9%
+$767.75 
AWK American Water Works Company, Inc.
+2.9%
+$127.16 
NNN NNN REIT, Inc.
+2.85%
+$623.7 
EXR Extra Space Storage Inc.
+2.82%
+$493.68 
KO The Coca-Cola Company
+2.81%
+$36,419.36 
VZ Verizon Communications Inc.
+2.8%
+$112.81 
CSX CSX Corporation
+2.74%
+$361.79 
VICI Vici Properties Inc.
+2.7%
+$1,038.02 
GMED Globus Medical Inc.
+2.62%
+$251.32 
COST Costco Wholesale Corporation
+2.6%
+$4,613.32 
KIM Kimco Realty Corporation
+2.59%
+$620.75 
WMT Walmart Inc.
+2.58%
+$42,757.6 
WELL Welltower Inc.
+2.57%
+$3,954.01 
DGX Quest Diagnostics Inc.
+2.53%
+$1,734 
BRX Brixmor Property Group Inc.
+2.52%
+$662.02 
YUMC Yum China Holdings Inc.
+2.51%
+$79.2 
KMB Kimberly-Clark Corporation
+2.51%
+$221.61 
SWK Stanley Black & Decker Inc.
+2.45%
+$131.46 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.39%
+$74.75 
AVB AvalonBay Communities, Inc.
+2.33%
+$1,297.99 
LOW Lowe's Companies Inc.
+2.32%
+$1,681.56 
MCD McDonald's Corporation
+2.31%
+$27,995.97 
TSCO Tractor Supply Company
+2.3%
+$119.54 
UDR UDR Inc.
+2.27%
+$1,210.04 
OSG Octave Specialty Group, Inc.
+2.24%
+$65 
GXO GXO Logistics Inc.
+2.22%
+$448.92 
SUI Sun Communities Inc.
+2.17%
+$927 
ARE Alexandria Real Estate Equities, Inc.
+2.14%
+$174.72 
GLPI Gaming and Leisure Properties, Inc.
+2.11%
+$303.18 
DOC Healthpeak Properties, Inc.
+2.07%
+$915.3 
INVH Invitation Homes Inc.
+2.01%
+$415.8 
TGT Target Corporation
+1.99%
+$165 
HR Healthcare Realty Trust Incorporated
+1.99%
+$578.51 
FC Franklin Covey Co.
+1.98%
+$724.8 
J Jacobs Solutions Inc.
+1.93%
+$162.5 
VTR Ventas Inc.
+1.81%
+$651.3 
MSFT Microsoft Corp.
+1.8%
+$30,800.22 
PG Procter & Gamble Co
+1.79%
+$367.66 
V Visa Inc. Class A
+1.77%
+$3,749.16 
VNQ Vanguard Real Estate ETF
+1.7%
+$15,459.58 
RACE Ferrari N.V.
+1.63%
+$30.55 
PSCH Invesco S&P SmallCap Health Care ETF
+1.56%
+$1,518.03 
REAL The RealReal, Inc.
+1.51%
+$136 
AMLP Alerian MLP ETF
+1.5%
+$239.2 
AAPL Apple Inc.
+1.49%
+$106,647.52 
ZM Zoom Video Communications, Inc.
+1.49%
+$44.16 
HD The Home Depot, Inc.
+1.45%
+$18,747.3 
MPLX MPLX LP
+1.38%
+$613.08 
LLY Eli Lilly and Company
+1.35%
+$66,997.65 
XHS SPDR S&P Health Care Services ETF
+1.35%
+$203.28 
COLD Americold Realty Trust
+1.33%
+$145.95 
BXMT Blackstone Mortgage Trust Inc
+1.28%
+$136.18 
MET MetLife Inc.
+1.26%
+$320.16 
LAMR Lamar Advertising Company
+1.23%
+$208.82 
CVX Chevron Corporation
+1.2%
+$815.92 
KRC Kilroy Realty Corporation
+1.18%
+$368.95 
JNJ Johnson & Johnson
+1.15%
+$1,527.92 
CARR Carrier Global Corporation
+1.14%
+$117.78 
MLPA Global X MLP ETF
+1.07%
+$21,065.26 
PFE Pfizer Inc.
+1.07%
+$137 
CWH Camping World Holdings Inc.
+0.99%
+$21.32 
AZN AstraZeneca PLC American Depositary Shares
+0.99%
+$142.76 
FDX FedEx Corporation
+0.96%
+$126 
PNW Pinnacle West Capital Corporation
+0.94%
+$33.33 
DUK Duke Energy Corporation
+0.92%
+$182.4 
VNM VanEck Vietnam ETF
+0.81%
+$1,631.14 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.79%
+$41.89 
TRP TC Energy Corporation
+0.77%
+$3,835.6 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$1,426.05 
IJR iShares Core S&P Small-Cap ETF
+0.67%
+$3,430 
AEE Ameren Corporation
+0.66%
+$249.38 
WEC WEC Energy Group Inc.
+0.55%
+$68.82 
MMM 3M Company
+0.49%
+$105.97 
HON Honeywell International Inc.
+0.48%
+$51.3 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.46%
+$41.33 
NET Cloudflare Inc.
+0.44%
+$145.2 
SHEL Shell plc
+0.42%
+$142.2 
AMT American Tower Corporation
+0.39%
+$314.4 
GD General Dynamics Corporation
+0.38%
+$46.03 
TMO Thermo Fisher Scientific Inc.
+0.34%
+$380.64 
AXP American Express Company
+0.33%
+$313.88 
LMT Lockheed Martin Corporation
+0.29%
+$167.2 
VTV Vanguard Value ETF
+0.29%
+$6,520.1 
GOOG Alphabet Inc
+0.27%
+$814.06 
ALL Allstate Corporation
+0.27%
+$348.8 
HSBC HSBC Holdings plc Sponsored ADR
+0.24%
+$9.84 
NFLX Netflix, Inc.
+0.24%
+$177.8 
GOOGL Alphabet Inc
+0.23%
+$12,132.15 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.23%
+$1,547.28 
BX Blackstone Inc.
+0.21%
+$2,362.2 
IJH iShares Core S&P Mid-Cap ETF
+0.21%
+$41.92 
AMZN Amazon.com Inc
+0.21%
+$7,015.7 
BRK-B Berkshire Hathaway Inc.
+0.2%
+$1,354.12 
MAR Marriott International Inc. - Class A
+0.16%
+$123 
XMHQ Invesco S&P MidCap Quality ETF
+0.15%
+$4,018.87 
VB Vanguard Small-Cap ETF
+0.07%
+$1,521.52 
IHG Intercontinental Hotels Group PLC ADR
+0.07%
+$15.4 
TOL Toll Brothers Inc
+0.07%
+$19.6 
BRK-A Berkshire Hathaway Inc.
+0.06%
+$851.96 
BAC Bank of America Corporation
+0.04%
+$12.97 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UMC United Microelectronics Corp. Sponsored ADR
-11.32%
-$4,142.58 
LITE Lumentum Holdings Inc.
-7.45%
-$3,419.05 
SQM Quimica y Minera Chilena S.A. ADR
-7.02%
-$1,129.5 
MU Micron Technology, Inc.
-6.96%
-$8,250.38 
NAK Northern Dynasty Minerals Ltd.
-5.66%
-$9.5 
MCHP Microchip Technology Incorporated
-5.39%
-$488.25 
FCX Freeport-McMoRan Inc.
-5.35%
-$267.32 
VRT Vertiv Holdings Co
-5.31%
-$404.5 
ORCL Oracle Corporation
-5.01%
-$5,900.76 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
-5.01%
-$655.2 
AVGO Broadcom Inc.
-4.66%
-$13,512.96 
IBRX ImmunityBio, Inc.
-4.66%
-$1,080 
GRAL Grail, Inc.
-3.5%
-$2.6 
COIN Coinbase Global, Inc.
-3.27%
-$922.74 
SOLS Sollensys Corp
-3.23%
-$45.31 
DTCR Global X Data Center & Digital Infrastructure ETF
-3.07%
-$74,972.25 
NVDA NVIDIA Corporation
-3.06%
-$64,501.08 
FPX First Trust US Equity Opportunities ETF
-3.03%
-$6,749.77 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.89%
-$67,023.86 
CSCO Cisco Systems, Inc.
-2.75%
-$5,037.87 
ARKX ARK Space & Defense Innovation ETF
-2.61%
-$5,520.07 
DUOL Duolingo, Inc.
-2.3%
-$81.54 
C Citigroup Inc.
-2.14%
-$314.46 
XMMO Invesco S&P MidCap Momentum ETF
-2%
-$484.71 
DLR Digital Realty Trust, Inc.
-1.92%
-$828.1 
META Meta Platforms Inc Class A
-1.92%
-$45,897.72 
IAU iShares Gold Trust
-1.89%
-$38.88 
TSLA Tesla, Inc.
-1.86%
-$8,571.95 
EQIX Equinix, Inc.
-1.66%
-$1,136.32 
QQQ Invesco QQQ Trust, Series 1
-1.57%
-$6,958.68 
UAL United Airlines Holdings, Inc.
-1.55%
-$800.36 
ING ING Groep N.V. Sponsored ADR
-1.52%
-$49.99 
RTX RTX Corporation
-1.43%
-$2,096.27 
DASH DoorDash, Inc.
-1.35%
-$179.55 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.34%
-$9.28 
CMG Chipotle Mexican Grill, Inc.
-1.27%
-$902 
VWO Vanguard FTSE Emerging Markets ETF
-1.27%
-$147.98 
IXUS iShares Core International Stock ETF
-1.23%
-$21.06 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
-1.19%
-$38,074.64 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.17%
-$597.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.14%
-$897.48 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.13%
-$97.3 
BA Boeing Company
-1.07%
-$119.08 
VUG Vanguard Growth ETF
-1.05%
-$21,229.92 
YUM Yum! Brands, Inc.
-1.02%
-$289.23 
RCL Royal Caribbean Group
-1%
-$6,534.98 
SCHA Schwab U.S. Small-Cap ETF
-0.97%
-$16,603.94 
NGG National Grid plc Sponsored ADR
-0.88%
-$39.42 
JPM JPMorgan Chase & Co.
-0.85%
-$18,927.66 
FNDF Schwab Fundamental International Large Company Index ETF
-0.83%
-$61.85 
CCL Carnival Corporation Ltd.
-0.75%
-$1.8 
VT Vanguard Total World Stock ETF
-0.69%
-$145.8 
CCI Crown Castle Inc.
-0.69%
-$169.5 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.69%
-$88.89 
TMFC Motley Fool 100 Index ETF
-0.59%
-$79.52 
ESGU iShares ESG Aware MSCI USA ETF
-0.59%
-$62.72 
FEZ SPDR Euro Stoxx 50 ETF
-0.57%
-$691.86 
HST Host Hotels & Resorts Inc.
-0.55%
-$316.55 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.53%
-$254.36 
BCS Barclays PLC Sponsored ADR
-0.48%
-$40.77 
VOO Vanguard S&P 500 ETF
-0.47%
-$26,913.25 
VXF Vanguard Extended Market ETF
-0.47%
-$9 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$125.46 
IVV iShares Core S&P 500 ETF
-0.46%
-$1,734.13 
TTWO Take-Two Interactive Software, Inc.
-0.46%
-$79.92 
SCHB Schwab U.S. Broad Market ETF
-0.45%
-$60.84 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$57.05 
NTSX WisdomTree U.S. Efficient Core Fund
-0.44%
-$4.94 
F Ford Motor Company
-0.42%
-$21.06 
SCHX Schwab U.S. Large-Cap ETF
-0.42%
-$9,580.5 
ABNB Airbnb, Inc.
-0.41%
-$136.64 
MGM MGM Resorts International
-0.36%
-$100.3 
NUE Nucor Corporation
-0.32%
-$3,251.25 
PLTR Palantir Technologies Inc.
-0.32%
-$239.51 
HMOP Hartford Municipal Opportunities ETF
-0.29%
-$5,200.76 
SCHW Charles Schwab Corporation
-0.26%
-$145.75 
HYD VanEck High Yield Muni ETF
-0.23%
-$496.2 
KSA iShares MSCI Saudi Arabia ETF
-0.23%
-$18.11 
BUFR FT Vestladder Buffer ETF-USD I
-0.22%
-$9,289.28 
PGX Invesco Preferred ETF
-0.18%
-$541.96 
IWM iShares Russell 2000 ETF
-0.17%
-$10 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.16%
-$701.41 
BNDX Vanguard Total International Bond ETF
-0.16%
-$8.4 
MMIT NYLI MacKay Muni Intermediate ETF
-0.12%
-$152.98 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.11%
-$3.57 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.11%
-$5.3 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.11%
-$417.12 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.1%
-$2.15 
FPE First Trust Preferred Securities and Income ETF
-0.08%
-$654.78 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.08%
-$327.08 
NEE NextEra Energy, Inc.
-0.06%
-$36.15 
BND Vanguard Total Bond Market Index Fund
-0.05%
-$945.14 
RDVY First Trust Rising Dividend Achievers ETF
-0.03%
-$23.07 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$5.86 Events
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Dividends
Dividend Analysis
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| Trades 1864 | Longs Won 1102/1864 59% | Profit Factor 14.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $118,943.43 |
| Average Win $24,800.05 | Best Trade (Jul 17) $2.92M | Sharpe Ratio -9.19 |
| Average Loss -$2,406.32 | Worst Trade (Jul 17) -$138,840.32 | Z-Score -2.32 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 1d | Expectancy $13,678.13 |
| 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 | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
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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