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:
43.76%
Gain -0.54%
Monthly
1.14%
Yearly
14.57%
Drawdown
17.2%
$90.78M
Equity
Holdings
$90.78M
Investment
$67.62M
$25.05M
Profit -$418,668.27
Realized
$1.89M
Unrealized
$23.16M
Dividends
$3.32M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.54%
Profit
-$418,668.27
Win %
71%
This Week
Compared To Last Week
Gain
-1.15%
Profit
-$1.05M
Win %
71%
This Month
Compared to last month
Gain
-0.46%
Profit
-$418,668.27
Win %
71%
This Year
Compared to last year
Gain
1.42%
Profit
$1.27M
Win %
69%
MCHP Microchip Technology Incorporated
+1.38%
+$115.54 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.19%
+$103.53 
MU Micron Technology, Inc.
+0.12%
+$146.73 
BRK-A Berkshire Hathaway Inc.
+0.1%
+$1,558.48 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.04%
+$1.51 
LLY Eli Lilly and Company
+0.04%
+$2,011 
ZM Zoom Video Communications, Inc.
+0.04%
+$1.28 
COIN Coinbase Global, Inc.
+0.03%
+$8.1 
UNP Union Pacific Corporation
+0.03%
+$11 
CMG Chipotle Mexican Grill, Inc.
+0.03%
+$20.5 
TSCO Tractor Supply Company
+0.03%
+$1.74 
SQM Quimica y Minera Chilena S.A. ADR
+0.03%
+$4.5 
DASH DoorDash, Inc.
+0.02%
+$3.5 
SHEL Shell plc
+0.02%
+$7.98 
MET MetLife Inc.
+0.02%
+$5.54 
IHG Intercontinental Hotels Group PLC ADR
+0.02%
+$4.23 
NFLX Netflix, Inc.
+0.02%
+$15.24 
VUG Vanguard Growth ETF
+0.02%
+$309.36 
AVGO Broadcom Inc.
+0.01%
+$43.32 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$265.49 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$11.11 
AVB AvalonBay Communities, Inc.
+0.01%
+$5.92 
CSX CSX Corporation
+0.01%
+$1.33 
HSBC HSBC Holdings plc Sponsored ADR
+0.01%
+$0.41 
META Meta Platforms Inc Class A
+0.01%
+$211.16 
CSCO Cisco Systems, Inc.
+0.01%
+$16.42 
EQIX Equinix, Inc.
+0.01%
+$6.7 
KMB Kimberly-Clark Corporation
+0.01%
+$0.83 
LOW Lowe's Companies Inc.
+0.01%
+$6.96 
VTV Vanguard Value ETF
+0.01%
+$194.04 
DUOL Duolingo, Inc.
+0.01%
+$0.27 
O Realty Income Corporation
+0.01%
+$4.79 
TTWO Take-Two Interactive Software, Inc.
+0.01%
+$1.44 
MRK Merck & Co., Inc.
+0.01%
+$6.71 
AMT American Tower Corporation
+0.01%
+$4.85 
AZN AstraZeneca PLC American Depositary Shares
+0.01%
+$0.86 
FDX FedEx Corporation
+0.01%
+$0.86 
CVX Chevron Corporation
+0.01%
+$3.8 
ADBE Adobe Inc.
0%
+$1.72 
AMZN Amazon.com Inc
0%
+$146.64 
JNJ Johnson & Johnson
0%
+$5.39 
MSFT Microsoft Corp.
0%
+$101.98 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
+$16.76 
RCL Royal Caribbean Group
0%
+$22.31 
ABNB Airbnb, Inc.
0%
$0 
ADC Agree Realty Corporation
0%
$0 
ARE Alexandria Real Estate Equities, Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
BCS Barclays PLC Sponsored ADR
0%
$0 
BRX Brixmor Property Group Inc.
0%
$0 
BV Brightview Holdings Inc.
0%
$0 
BXMT Blackstone Mortgage Trust Inc
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CCK Crown Holdings Inc.
0%
$0 
COLD Americold Realty Trust
0%
$0 
CWH Camping World Holdings Inc.
0%
$0 
DOC Healthpeak Properties, Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
ELS Equity Lifestyle Properties Inc.
0%
$0 
EPRT Essential Properties Realty Trust, Inc.
0%
$0 
EXR Extra Space Storage Inc.
0%
$0 
FC Franklin Covey Co.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GLPI Gaming and Leisure Properties, Inc.
0%
$0 
GMED Globus Medical Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GXO GXO Logistics Inc.
0%
$0 
HR Healthcare Realty Trust Incorporated
0%
$0 
HST Host Hotels & Resorts Inc.
0%
$0 
IBRX ImmunityBio, Inc.
0%
$0 
ING ING Groep N.V. Sponsored ADR
0%
$0 
INVH Invitation Homes Inc.
0%
$0 
J Jacobs Solutions Inc.
0%
$0 
KRC Kilroy Realty Corporation
0%
$0 
LAMR Lamar Advertising Company
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MO Altria Group, Inc.
0%
$0 
MPLX MPLX LP
0%
$0 
NAK Northern Dynasty Minerals Ltd.
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NGG National Grid plc Sponsored ADR
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NNN NNN REIT, Inc.
0%
$0 
OSG Octave Specialty Group, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PLD Prologis Inc.
0%
$0 
PNW Pinnacle West Capital Corporation
0%
$0 
RACE Ferrari N.V.
0%
$0 
REAL The RealReal, Inc.
0%
$0 
REXR Rexford Industrial Realty, Inc.
0%
$0 
RXO Rxo Inc.
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SOLS Sollensys Corp
0%
$0 
SUI Sun Communities Inc.
0%
$0 
TRP TC Energy Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
+$0.02 
UDR UDR Inc.
0%
$0 
UMC United Microelectronics Corp. Sponsored ADR
0%
$0 
VTR Ventas Inc.
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WM Waste Management, Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
XPO XPO Inc.
0%
$0 
YUMC Yum China Holdings Inc.
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
ARKX ARK Space & Defense Innovation ETF
0%
$0 
AMLP Alerian MLP ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
FEZ SPDR Euro Stoxx 50 ETF
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FNDA Schwab Fundamental U.S. Small Company ETF
0%
$0 
FPE First Trust Preferred Securities and Income ETF
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
0%
$0 
HMOP Hartford Municipal Opportunities ETF
0%
$0 
HYD VanEck High Yield Muni ETF
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
KSA iShares MSCI Saudi Arabia ETF
0%
$0 
MLPA Global X MLP ETF
0%
$0 
MMIT NYLI MacKay Muni Intermediate ETF
0%
$0 
NTSX WisdomTree U.S. Efficient Core Fund
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
0%
$0 
PSCH Invesco S&P SmallCap Health Care ETF
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
TMFC Motley Fool 100 Index ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VXF Vanguard Extended Market ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
0%
$0 
XHS SPDR S&P Health Care Services ETF
0%
$0 
XMMO Invesco S&P MidCap Momentum ETF
0%
$0 
XMHQ Invesco S&P MidCap Quality ETF
0%
$0 
DTCR Global X Data Center & Digital Infrastructure ETF
0%
$0 
GRAL Grail, Inc.
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PRSU Pursuit Attractions and Hospitality
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 G200
G2004J103
0%
$0 
AIAI AIAI Holdings Corporation
0%
$0 
FDXF FedEx Freight Holding Company Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
PM Philip Morris International Inc.
-3.08%
-$270.02 
TGT Target Corporation
-2.25%
-$208.2 
CCI Crown Castle Inc.
-2.03%
-$485.1 
PYPL PayPal Holdings Inc
-1.93%
-$265.37 
TOL Toll Brothers Inc
-1.9%
-$552.72 
PEGA Pegasystems Inc.
-1.36%
-$77.88 
MMM 3M Company
-1.34%
-$331.84 
TSLA Tesla, Inc.
-0.87%
-$3,463.01 
GBCI Glacier Bancorp Inc.
-0.64%
-$23.36 
VRT Vertiv Holdings Co
-0.48%
-$35.25 
TMO Thermo Fisher Scientific Inc.
-0.47%
-$578.24 
AEE Ameren Corporation
-0.25%
-$90.99 
KIM Kimco Realty Corporation
-0.2%
-$48.25 
SPCX Space Exploration Technologies Corp. Class A
-0.16%
-$14.49 
SYK Stryker Corporation
-0.16%
-$91.3 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.13%
-$6.42 
ORCL Oracle Corporation
-0.12%
-$160.38 
AAPL Apple Inc.
-0.11%
-$6,797.42 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.1%
-$739.05 
NVDA NVIDIA Corporation
-0.07%
-$1,482.6 
TRNO Terreno Realty Corporation
-0.06%
-$18.28 
VICI Vici Properties Inc.
-0.06%
-$22.27 
NUE Nucor Corporation
-0.05%
-$551.59 
MGM MGM Resorts International
-0.04%
-$11.8 
AKAM Akamai Technologies Inc.
-0.04%
-$3 
T AT&T Inc.
-0.04%
-$2.81 
V Visa Inc. Class A
-0.04%
-$77.74 
F Ford Motor Company
-0.04%
-$1.77 
NET Cloudflare Inc.
-0.04%
-$13.31 
FPX First Trust US Equity Opportunities ETF
-0.03%
-$76.64 
VZ Verizon Communications Inc.
-0.03%
-$1.43 
LMT Lockheed Martin Corporation
-0.03%
-$18.87 
WELL Welltower Inc.
-0.03%
-$39.65 
FIS Fidelity National Information Services, Inc.
-0.02%
-$0.48 
SWK Stanley Black & Decker Inc.
-0.02%
-$1.22 
VNQ Vanguard Real Estate ETF
-0.02%
-$186.02 
PFE Pfizer Inc.
-0.02%
-$2.63 
COST Costco Wholesale Corporation
-0.02%
-$34.82 
ALL Allstate Corporation
-0.01%
-$21.92 
AXP American Express Company
-0.01%
-$13.36 
BX Blackstone Inc.
-0.01%
-$179.17 
LITE Lumentum Holdings Inc.
-0.01%
-$6.71 
AWK American Water Works Company, Inc.
-0.01%
-$0.51 
JPM JPMorgan Chase & Co.
-0.01%
-$257.38 
CRM Salesforce Inc
-0.01%
-$1.56 
GD General Dynamics Corporation
-0.01%
-$1.32 
DGX Quest Diagnostics Inc.
-0.01%
-$6.82 
RTX RTX Corporation
-0.01%
-$14.98 
SBUX Starbucks Corporation
-0.01%
-$2.13 
UAL United Airlines Holdings, Inc.
-0.01%
-$4.28 
VWO Vanguard FTSE Emerging Markets ETF
-0.01%
-$1.06 
C Citigroup Inc.
-0.01%
-$1.09 
MCD McDonald's Corporation
-0.01%
-$92.19 
GOOGL Alphabet Inc
-0.01%
-$273.36 
KO The Coca-Cola Company
-0.01%
-$78.9 
DLR Digital Realty Trust, Inc.
-0.01%
-$2.47 
SPY SPDR S&P 500 ETF Trust
-0.01%
-$1.44 
ABBV AbbVie Inc.
0%
-$1.03 
ABT Abbott Laboratories
0%
-$5.47 
BA Boeing Company
0%
-$0.51 
IWM iShares Russell 2000 ETF
0%
-$0.2 
QQQ Invesco QQQ Trust, Series 1
0%
-$12.37 
VT Vanguard Total World Stock ETF
0%
-$0.68 
VOO Vanguard S&P 500 ETF
0%
-$123.46 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2009 | Longs Won 1211/2009 60% | Profit Factor 10.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $107,566.18 |
| Average Win $22,785.71 | Best Trade (Aug 31) $2.4M | Sharpe Ratio -9.48 |
| Average Loss -$3,187.34 | Worst Trade (Mar 30) -$542,104 | Z-Score 0.16 (12.78%) |
| Commissions $0 | Avg. Trade Length 10m 2w 4d | Expectancy $12,468.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,993 | $3.84M | $6.11M | - | $2.27M | 58.92% | -0.111% |
| ABBV AbbVie Inc. | 103 | $23,837.65 | $25,693.35 | - | $1,855.7 | 7.78% | -0.004% |
| ABNB Airbnb, Inc. | 224 | $27,198 | $41,229.44 | - | $14,031.44 | 51.59% | 0.0 |
| ABT Abbott Laboratories | 1,094 | $146,475.56 | $121,702.03 | - | -$24,773.53 | -16.91% | -0.004% |
| ADBE Adobe Inc. | 172 | $60,673 | $45,413.16 | - | -$15,259.84 | -25.15% | +0.004% |
| ADC Agree Realty Corporation | 465 | $33,050.98 | $34,754.1 | - | $1,703.12 | 5.15% | 0.0 |
| AEE Ameren Corporation | 337 | $35,176 | $36,891.39 | - | $1,715.39 | 4.88% | -0.246% |
| AGG iShares Core U.S. Aggregate Bond ETF | 296 | $29,694.93 | $28,854.08 | - | -$840.85 | -2.83% | 0.0 |
| AIAI AIAI Holdings Corporation | 274 | $3,811 | $1,611.12 | - | -$2,199.88 | -57.72% | 0.0 |
| AIRR First Trust RBA American Industrial Renaissance ETF | 70 | $6,884 | $8,732.5 | - | $1,848.5 | 26.85% | 0.0 |
| AKAM Akamai Technologies Inc. | 60 | $7,093 | $7,496.4 | - | $403.4 | 5.69% | -0.04% |
| ALL Allstate Corporation | 548 | $117,569.35 | $143,230.76 | - | $25,661.41 | 21.83% | -0.015% |
| AMLP Alerian MLP ETF | 305 | $14,390.44 | $16,762.8 | - | $2,372.36 | 16.49% | 0.0 |
| AMT American Tower Corporation | 485 | $93,012.88 | $85,161.15 | - | -$7,851.73 | -8.44% | +0.006% |
| AMZN Amazon.com Inc | 14,649 | $2.43M | $3.85M | - | $1.41M | 58.1% | +0.004% |
| ARE Alexandria Real Estate Equities, Inc. | 171 | $14,108.86 | $8,231.94 | - | -$5,876.92 | -41.65% | 0.0 |
| ARKX ARK Space & Defense Innovation ETF | 6,691 | $193,905.36 | $233,248.26 | - | $39,342.9 | 20.29% | 0.0 |
| AVB AvalonBay Communities, Inc. | 296 | $56,990.05 | $54,487.68 | - | -$2,502.37 | -4.39% | +0.011% |
| AVGO Broadcom Inc. | 722 | $238,169.61 | $283,782.09 | - | $45,612.48 | 19.15% | +0.015% |
| AWK American Water Works Company, Inc. | 34 | $4,684 | $4,630.29 | - | -$53.71 | -1.15% | -0.011% |
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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 Kathryn Lutz?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $441,870.05, Apple Inc - $400,453.23, Vanguard Growth ETF - $344,812.36, Global X MLP ETF - $294,760.09, and JPMorgan Chase & Co - $253,024.07. 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: Akre Focus ETF - $542,104, Ferrari N.V - $138,886.2, Zoetis Inc - $131,028.63, Illumina, Inc - $40,999.23, and Adobe Inc - $36,648. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kathryn Lutz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.32M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $227,134.85, Xtrackers USD High Yield Corporate Bond ETF - $203,958.86, New York Life Investments FTSE International Equity Currency Neutral ETF - $197,519.89, Global X MLP ETF - $196,436.9, and First Trust Preferred Securities and Income ETF - $168,165.31. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kathryn Lutz's monthly returns?
Kathryn Lutz'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 Kathryn Lutz's strategy be considered aggressive or moderate?
Kathryn Lutz'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 Kathryn Lutz's strategy?
Kathryn Lutz's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
