TG
Tabitha Granzow Portfolio
Invests via Iowa State Bank | Managed by Tabitha Granzow
Invests via Iowa State Bank
Managed by Tabitha Granzow
Automatically Tracked
Tabitha Granzow Profile
With a rich professional history in financial consulting and strategic operations, Tabitha Granzow has emerged as a significant contributor to investment leadership. She is recognized for her ability to identify transformative opportunities within various industries, emphasizing sustainable growth and organizational efficiency. Her experience spans both the public and private sectors, allowing her to navigate complex market dynamics effectively. In addition, she leverages robust analytical skills developed through extensive education in finance and economics to drive performance-enhancing initiatives. As an advocate for innovation in business processes, Granzow remains at the forefront of fostering adaptive strategies that align with emerging market trends.
With a rich professional history in financial consulting and strategic operations, Tabitha Granzow has emerged as a significant contributor to investment leadership. She is recognized for her ability to identify transformative opportunities within various industries, emphasizing sustainable growth and organizational efficiency. Her experience spans both the public and private sectors, allowing her to navigate complex market dynamics effectively. In addition, she leverages robust analytical skills developed through extensive education in finance and economics to drive performance-enhancing initiatives. As an advocate for innovation in business processes, Granzow remains at the forefront of fostering adaptive strategies that align with emerging market trends.
Investment Philosophy & Strategy
Identifying opportunities amidst shifting market dynamics is a hallmark of Granzow's investment approach. Her focus lies in supporting innovative solutions that drive operational efficiencies, reflecting a keen understanding of the need for agility in today's fast-paced environment. By leveraging her extensive expertise across both public and private sectors, she aims to unlock value through strategic transformations that prioritize sustainable growth. This emphasis on adaptability not only defines her decision-making but also positions her as an advocate for evolving business practices aligned with contemporary trends.
Identifying opportunities amidst shifting market dynamics is a hallmark of Granzow's investment approach. Her focus lies in supporting innovative solutions that drive operational efficiencies, reflecting a keen understanding of the need for agility in today's fast-paced environment. By leveraging her extensive expertise across both public and private sectors, she aims to unlock value through strategic transformations that prioritize sustainable growth. This emphasis on adaptability not only defines her decision-making but also positions her as an advocate for evolving business practices aligned with contemporary trends.
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:
-0.84%
Gain -0.17%
Monthly
-0.04%
Yearly
-0.42%
Drawdown
27.08%
$596.41M
Equity
Holdings
$596.41M
Investment
$475.07M
-$29.35M
Profit -$2.61M
Realized
-$150.69M
Unrealized
$121.33M
Dividends
$97.95M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.17%
Profit
-$2.61M
Win %
69%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$912,678.05
Win %
69%
This Month
Compared to last month
Gain
0.79%
Profit
$4.69M
Win %
69%
This Year
Compared to last year
Gain
0.79%
Profit
$4.69M
Win %
68%
PANW Palo Alto Networks, Inc.
+6.37%
+$480,039.57 
MU Micron Technology Inc.
+3.35%
+$173,458.26 
XLE State Street Energy Select Sector SPDR ETF
+2.53%
+$7,838.64 
HONA Honeywell Aerospace Inc.
+2.4%
+$71,888.58 
CVX Chevron Corporation
+2.37%
+$232,936.81 
TXN Texas Instruments Inc.
+1.77%
+$30,045.08 
ORCL Oracle Corporation
+1.56%
+$70,329.32 
INTC Intel Corporation
+1.56%
+$2,354.1 
SPCX Space Exploration Technologies Corp. Class A
+1.55%
+$31,529.25 
CSCO Cisco Systems, Inc.
+1.29%
+$165,912.3 
FCX Freeport-McMoRan Inc.
+1.27%
+$41,118.08 
ADI Analog Devices, Inc.
+1.24%
+$47,895.47 
JCI Johnson Controls International plc
+1.15%
+$32,865.6 
QCOM QUALCOMM Incorporated
+1.12%
+$3,171.9 
ABT Abbott Laboratories
+0.85%
+$16,087.17 
EMR Emerson Electric Co.
+0.82%
+$81,354.41 
MSFT Microsoft Corporation Common Stock
+0.64%
+$144,951.92 
DD DuPont de Nemours, Inc.
+0.53%
+$18,030.71 
IBM International Business Machines Corporation
+0.45%
+$25,464.55 
AVGO Broadcom Inc.
+0.45%
+$25,753.14 
ABBV AbbVie Inc.
+0.36%
+$44,960.58 
IEMG iShares Core MSCI Emerging Markets ETF
+0.25%
+$54,245 
QQQ Invesco QQQ Trust, Series 1
+0.22%
+$1,560.88 
MUB iShares National Muni Bond ETF
+0.09%
+$381.15 
DFNM Dimensional National Municipal Bond ETF
+0.07%
+$394.49 
TFC Truist Financial Corporation
+0.01%
+$316.38 
CATX Perspective Therapeutics Inc.
-26.77%
-$11,531.91 
MET MetLife, Inc.
-4.65%
-$168,632.52 
YUM Yum! Brands, Inc.
-3.66%
-$159,680.3 
HD The Home Depot, Inc.
-3.02%
-$17,881.14 
PRU Prudential Financial, Inc.
-2.99%
-$139,456.18 
LOW Lowe's Companies, Inc.
-2.98%
-$70,723.17 
SYY Sysco Corp.
-2.93%
-$43,719.12 
LLY Eli Lilly and Company
-2.86%
-$186,862.95 
CASY Casey's General Stores, Inc.
-2.85%
-$75,515.94 
PG The Procter & Gamble Company
-2.64%
-$100,012.5 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.62%
-$50,178.24 
PEP PepsiCo, Inc.
-2.55%
-$64,576.68 
KO The Coca-Cola Company
-2.53%
-$110,426.2 
DRI Darden Restaurants, Inc.
-2.45%
-$39,511.29 
CAT Caterpillar Inc.
-2.37%
-$116,383.65 
BMY Bristol-Myers Squibb Company
-2.27%
-$40,737.84 
BLK BlackRock, Inc.
-2.26%
-$89,117.32 
AFL Aflac Incorporated
-2.15%
-$6,685.95 
NKE Nike, Inc. Class B Common Stock
-2.1%
-$29,164.35 
ING ING Groep N.V. Sponsored ADR
-2.06%
-$21,109.69 
MAS Masco Corporation
-1.93%
-$4,718.18 
MCD McDonald's Corporation
-1.92%
-$47,743.4 
MS Morgan Stanley Common Stock
-1.83%
-$179,978.22 
PH Parker-Hannifin Corporation
-1.82%
-$21,693.75 
PFG Principal Financial Group Inc.
-1.79%
-$13,410.25 
RTX RTX Corporation
-1.69%
-$109,660.57 
WMT Walmart Inc.
-1.59%
-$49,687.85 
CAH Cardinal Health, Inc.
-1.58%
-$152,035.78 
JNJ Johnson & Johnson
-1.56%
-$130,524.37 
COR Cencora Inc.
-1.42%
-$32,222.05 
JPM JPMorgan Chase & Co.
-1.42%
-$280,070.35 
AMGN Amgen Inc. Common Stock
-1.35%
-$57,860.88 
VZ Verizon Communications Inc.
-1.33%
-$40,818 
COST Costco Wholesale Corp
-1.32%
-$30,105.49 
TJX The TJX Companies, Inc.
-1.32%
-$30,225 
SBUX Starbucks Corp.
-1.31%
-$45,667.2 
V Visa Inc. Class A
-1.28%
-$87,455.48 
CRM Salesforce, Inc.
-1.2%
-$58,809.18 
CVS CVS Health Corporation Common Stock
-1.2%
-$22,714.76 
PFE Pfizer Inc.
-1.2%
-$31,137.06 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.19%
-$93,343.75 
EXC Exelon Corp.
-1.11%
-$15,614 
XLV State Street Health Care Select Sector SPDR ETF
-1.09%
-$3,970 
NFLX Netflix Inc.
-1.08%
-$18,336.36 
BRK-A Berkshire Hathaway Inc.
-1.01%
-$57,889.16 
BRK-B Berkshire Hathaway Inc.
-1.01%
-$82,434.81 
SCHW The Charles Schwab Corporation
-1.01%
-$28,161.2 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.89%
-$1,249.16 
BAC Bank of America Corporation
-0.81%
-$36,266.61 
VIG Vanguard Dividend Appreciation ETF
-0.81%
-$2,340.32 
DUK Duke Energy Corporation
-0.77%
-$36,566.4 
GLD SPDR Gold Shares
-0.76%
-$1,472.79 
UPS United Parcel Service, Inc. Class B Common Stock
-0.75%
-$24,277.44 
RY Royal Bank of Canada
-0.68%
-$2,127.61 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.64%
-$2,865.9 
VTV Vanguard Morningstar Value ETF
-0.6%
-$12,002.85 
PRF Invesco RAFI US 1000 ETF
-0.58%
-$1,567.5 
IEFA iShares Core MSCI EAFE ETF
-0.58%
-$204,676.08 
GOOGL Alphabet Inc
-0.57%
-$97,919.63 
AAPL Apple Inc.
-0.57%
-$169,363.26 
AMZN Amazon.com Inc
-0.57%
-$64,255 
MDT Medtronic plc
-0.56%
-$7,089.12 
IHF iShares U.S. Healthcare Providers ETF
-0.55%
-$3,350 
VBR Vanguard Small-Cap Value ETF
-0.54%
-$2,739.2 
ICE Intercontinental Exchange, Inc.
-0.53%
-$17,863.71 
IJH iShares Core S&P Mid-Cap ETF
-0.52%
-$147,190.5 
META Meta Platforms Inc Class A
-0.5%
-$40,235.06 
DIS The Walt Disney Company
-0.44%
-$17,266 
IVV iShares Core S&P 500 ETF
-0.42%
-$10,444.08 
SPY State Street SPDR S&P 500 ETF Trust
-0.4%
-$29,520.56 
LIN Linde plc
-0.39%
-$10,630.84 
VEA Vanguard FTSE Developed Markets ETF
-0.39%
-$2,077.11 
CWI State Street SPDR MSCI ACWI ex-US ETF
-0.38%
-$2,568.9 
VTI Vanguard Total Stock Market ETF
-0.36%
-$5,637.51 
IWL iShares Russell Top 200 ETF
-0.36%
-$837.07 
IWB iShares Russell 1000 ETF
-0.36%
-$1,196 
IJR iShares Core S&P Small-Cap ETF
-0.33%
-$46,682.88 
IWM iShares Russell 2000 ETF
-0.3%
-$26,466.2 
APD Air Products and Chemicals Inc.
-0.3%
-$3,680 
DFIV Dimensional International Value ETF
-0.27%
-$2,303.55 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.22%
-$6,321.31 
DLR Digital Realty Trust Inc.
-0.2%
-$5,040.35 
SPHY SPDR Portfolio High Yield Bond ETF
-0.16%
-$53,725.28 
AGG iShares Core U.S. Aggregate Bond ETF
-0.15%
-$2,422.56 
NVDA NVIDIA Corporation
-0.14%
-$27,249.34 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.11%
-$8,120.12 
ETN Eaton Corporation plc
-0.07%
-$4,824.6 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.05%
-$158.13 
GILD Gilead Sciences Inc.
-0.04%
-$1,103.52 
MEAR iShares Short Maturity Municipal Bond Active ETF
-0.01%
-$22.6 Events
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Dividends
Dividend Analysis
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| Trades 4894 | Longs Won 3233/4894 66% | Profit Factor 0.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $13.23M |
| Average Win $786,314.23 | Best Trade (Dec 30) $300.52M | Sharpe Ratio -7.2 |
| Average Loss -$1.94M | Worst Trade (Jun 29) -$405.29M | Z-Score -18.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 5d | Expectancy -$5,997.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 307 | 276 | 245 | 215 | 184 | 153 | 123 | 92 | 61 | 31 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 85,537 | $20.99M | $29.62M | - | $8.63M | 41.12% | -0.569% |
| ABBV AbbVie Inc. | 44,079 | $8.7M | $12.62M | - | $3.92M | 45.04% | +0.358% |
| ABT Abbott Laboratories | 18,491 | $2.29M | $1.91M | - | -$375,457.6 | -16.42% | +0.849% |
| ADI Analog Devices, Inc. | 10,041 | $2.43M | $3.92M | - | $1.49M | 61.2% | +1.237% |
| AFL Aflac Incorporated | 2,523 | $282,071.4 | $304,324.26 | - | $22,252.86 | 7.89% | -2.15% |
| AGG iShares Core U.S. Aggregate Bond ETF | 17,304 | $1.75M | $1.66M | - | -$86,759.34 | -4.96% | -0.146% |
| AMGN Amgen Inc. Common Stock | 9,548 | $3.08M | $4.21M | - | $1.13M | 36.71% | -1.355% |
| AMZN Amazon.com Inc | 45,250 | $8.5M | $11.27M | - | $2.77M | 32.53% | -0.567% |
| APD Air Products and Chemicals Inc. | 4,000 | $1.11M | $1.23M | - | $116,279.96 | 10.45% | -0.298% |
| AVGO Broadcom Inc. | 17,884 | $3.31M | $5.81M | - | $2.5M | 75.47% | +0.445% |
| BAC Bank of America Corporation | 87,389 | $3.5M | $4.43M | - | $925,058.4 | 26.41% | -0.812% |
| BDJ BlackRock Enhanced Equity Dividend Trust | 14,696 | $127,120.4 | $139,391.56 | - | $12,271.16 | 9.65% | -0.888% |
| BLK BlackRock, Inc. | 3,473 | $3.29M | $3.86M | - | $573,309.59 | 17.44% | -2.256% |
| BMY Bristol-Myers Squibb Company | 28,488 | $1.51M | $1.75M | - | $247,042.18 | 16.39% | -2.27% |
| BRK-A Berkshire Hathaway Inc. | 7 | $4.84M | $5.69M | - | $847,350.84 | 17.51% | -1.008% |
| BRK-B Berkshire Hathaway Inc. | 14,961 | $6.89M | $8.1M | - | $1.21M | 17.64% | -1.007% |
| CAH Cardinal Health, Inc. | 37,726 | $4.17M | $9.49M | - | $5.32M | 127.63% | -1.576% |
| CASY Casey's General Stores, Inc. | 3,710 | $2.66M | $2.57M | - | -$86,802.18 | -3.26% | -2.852% |
| CAT Caterpillar Inc. | 6,967 | $2.77M | $4.79M | - | $2.02M | 72.66% | -2.373% |
| CATX Perspective Therapeutics Inc. | 19,061 | $254,464.35 | $31,545.95 | - | -$222,918.4 | -87.6% | -26.77% |
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FAQ
Which stocks have generated the highest profits for Tabitha Granzow?
The largest contributions to the portfolio's profits come from the following stocks: Twitter Inc - $329.17M, Meredith Corp - $317.13M, QQQ - $179.05M, Alexion Pharmaceuticals Inc - $163.35M, and SHPG - $87.31M. 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: NOV - $794.06M, United Technologies Corp - $344.99M, KMPH - $299.64M, Invesco BulletShares 2025 Corporate Bond ETF - $138.62M, and 002656001 - $136.31M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tabitha Granzow's portfolio generate?
The portfolio generates substantial dividend income, with a total of $97.95M earned over time. The largest contributors to dividend income include United Parcel Service, Inc. Class B Common Stock - $4.25M, Invesco Preferred ETF - $3.86M, General Electric Company - $3.43M, AbbVie Inc - $3.31M, and iShares Core MSCI EAFE ETF - $3.11M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tabitha Granzow's monthly returns?
Tabitha Granzow'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 Tabitha Granzow's strategy be considered aggressive or moderate?
Tabitha Granzow'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 Tabitha Granzow's strategy?
Tabitha Granzow'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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