Victoria Latham Portfolio
Invests via Fiduciary Alliance LLC | Managed by Greg Towner, Gina Rose Salamin
Invests via Fiduciary Alliance LLC
Managed by Greg Towner, Gina Rose Salamin
Automatically Tracked
Victoria Latham Profile
With a strong background in corporate finance and strategic development, Victoria Latham has made significant strides in the investment landscape. She has held key leadership positions at various financial institutions where she focused on driving growth through innovative capital allocation strategies. Known for her exceptional analytical skills, she excels in identifying market opportunities and enhancing operational efficiencies within organizations. Her extensive experience also includes advising high-profile clients on complex financial transactions that span multiple sectors. As a recognized expert, Latham contributes to discussions around emerging trends affecting the capital markets.
With a strong background in corporate finance and strategic development, Victoria Latham has made significant strides in the investment landscape. She has held key leadership positions at various financial institutions where she focused on driving growth through innovative capital allocation strategies. Known for her exceptional analytical skills, she excels in identifying market opportunities and enhancing operational efficiencies within organizations. Her extensive experience also includes advising high-profile clients on complex financial transactions that span multiple sectors. As a recognized expert, Latham contributes to discussions around emerging trends affecting the capital markets.
Investment Philosophy & Strategy
Market dynamics often reveal untapped potential, and Victoria Latham possesses an astute ability to discern these opportunities. With a foundation in corporate finance paired with strategic foresight, she leverages her leadership experience to navigate investment complexities. Focusing on innovative capital deployment, Latham emphasizes growth sectors while remaining attentive to operational enhancements. Her approach prioritizes nuanced understanding of market trends and sectoral shifts, ensuring informed decision-making that aligns with evolving economic landscapes. By actively engaging in diverse discussions around financial innovations, she seeks not only returns but also the transformational impacts of investments within various industries.
Market dynamics often reveal untapped potential, and Victoria Latham possesses an astute ability to discern these opportunities. With a foundation in corporate finance paired with strategic foresight, she leverages her leadership experience to navigate investment complexities. Focusing on innovative capital deployment, Latham emphasizes growth sectors while remaining attentive to operational enhancements. Her approach prioritizes nuanced understanding of market trends and sectoral shifts, ensuring informed decision-making that aligns with evolving economic landscapes. By actively engaging in diverse discussions around financial innovations, she seeks not only returns but also the transformational impacts of investments within various industries.
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:
81.42%
Gain
Monthly
1.66%
Yearly
21.86%
Drawdown
25.84%
$1.47B
Equity
Holdings
$1.47B
Investment
$1.21B
$427.32M
Profit -$2.53M
Realized
$174.28M
Unrealized
$253.05M
Dividends
$54.19M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.53M
Win %
72%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$4.65M
Win %
72%
This Month
Compared to last month
Gain
-0.02%
Profit
-$232,845.94
Win %
72%
This Year
Compared to last year
Gain
-0.13%
Profit
-$1.95M
Win %
71%
BKLC BNY Mellon US Large Cap Core Equity ETF
+199.97%
+$816,562.71 
VUSV
+5.21%
+$17,907.57 
VUSG
+5.05%
+$16,750.45 
VDIG
+4.22%
+$13,112.08 
MSTR Strategy Inc.
+3.13%
+$19,070.37 
COHR Coherent Corp.
+2.81%
+$4,742.39 
ELV Elevance Health, Inc.
+2.44%
+$30,342.27 
KWEB KraneShares CSI China Internet ETF
+2.35%
+$10,565.1 
FIX Comfort Systems USA, Inc.
+2.28%
+$4,193.19 
ISRG Intuitive Surgical, Inc.
+2.24%
+$5,928.74 
MSFT Microsoft Corp.
+2.15%
+$745,223.6 
WDC Western Digital Corporation
+2.14%
+$8,812.8 
INTC Intel Corporation
+2.12%
+$33,560.26 
GEV GE Vernova Inc.
+2.02%
+$51,813.59 
CLS Celestica Inc.
+1.99%
+$4,410 
AVGO Broadcom Inc.
+1.98%
+$150,375.16 
MU Micron Technology, Inc.
+1.95%
+$32,970.45 
STX Seagate Technology Holdings plc
+1.88%
+$17,245.17 
PLTR Palantir Technologies Inc.
+1.87%
+$101,368.8 
EL The Estée Lauder Companies Inc. Class A
+1.84%
+$24,384.99 
EFX Equifax Inc.
+1.69%
+$11,840.99 
WDAY Workday Inc.
+1.69%
+$46,457.6 
VST Vistra Corp
+1.64%
+$32,397.75 
AMD Advanced Micro Devices, Inc.
+1.57%
+$28,584.56 
WRB W.R. Berkley Corporation
+1.56%
+$8,752.8 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.56%
+$37,958.97 
GOOG Alphabet Inc
+1.52%
+$141,676.5 
GOOGL Alphabet Inc
+1.5%
+$263,605.28 
NOW ServiceNow, Inc.
+1.41%
+$4,818 
DLR Digital Realty Trust, Inc.
+1.36%
+$26,311.74 
CVX Chevron Corporation
+1.22%
+$53,629.51 
VLO Valero Energy Corporation
+1.18%
+$12,121.95 
INTU Intuit Inc.
+0.94%
+$14,706.53 
CI The Cigna Group
+0.89%
+$2,482.52 
KMI Kinder Morgan, Inc.
+0.87%
+$86,537.92 
EOG EOG Resources, Inc.
+0.86%
+$2,769.6 
TJX The TJX Companies, Inc.
+0.8%
+$18,467.17 
P Everpure Inc.
+0.79%
+$7,821.55 
MA Mastercard Incorporated
+0.71%
+$44,525.03 
KO The Coca-Cola Company
+0.69%
+$10,484.32 
DUK Duke Energy Corporation
+0.67%
+$23,058.79 
EFR Eaton Vance Senior Floating-Rate Trust
+0.66%
+$1,515.15 
HLT Hilton Worldwide Holdings Inc.
+0.66%
+$1,434.79 
MO Altria Group, Inc.
+0.61%
+$8,150.85 
V Visa Inc. Class A
+0.56%
+$14,469.99 
GD General Dynamics Corporation
+0.55%
+$4,591.48 
HST Host Hotels & Resorts Inc.
+0.5%
+$9,837.48 
RTX RTX Corporation
+0.48%
+$18,221.69 
ACHR Archer Aviation Inc.
+0.45%
+$236.48 
CEG Constellation Energy Corporation
+0.44%
+$5,080.47 
ANET Arista Networks, Inc.
+0.44%
+$2,195.58 
VDE Vanguard Energy ETF
+0.43%
+$3,721.9 
ETN Eaton Corporation plc
+0.35%
+$33,887.12 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.32%
+$10,430.32 
IALT iShares Systematic Alternatives Active ETF
+0.28%
+$4,209.44 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.25%
+$993.52 
NVDA NVIDIA Corporation
+0.23%
+$72,568.47 
MAR Marriott International Inc. - Class A
+0.19%
+$1,916.16 
IUSG iShares Core S&P U.S. Growth ETF
+0.18%
+$999.21 
IBM International Business Machines Corporation
+0.15%
+$8,387.28 
CPER United States Copper Index Fund
+0.13%
+$591.5 
VGT Vanguard Information Technology ETF
+0.12%
+$3,634.21 
CPS Cooper-Standard Holdings Inc.
+0.11%
+$9,183.48 
XRAY Dentsply Sirona Inc.
+0.11%
+$4,105.12 
QQQM Invesco NASDAQ 100 ETF
+0.09%
+$961.74 
ARKK ARK Innovation ETF Fund
+0.09%
+$440.58 
XAR SPDR S&P Aerospace & Defense ETF
+0.09%
+$433.4 
CASY Casey's General Stores Inc.
+0.08%
+$5,299.78 
NXG NXG NextGen Infrastructure Income Fund
+0.08%
+$178.34 
IWF iShares Russell 1000 Growth ETF
+0.07%
+$783.45 
QXO Qxo Inc.
+0.07%
+$1,629.38 
HL Hecla Mining Company
+0.07%
+$100.06 
BRK-B Berkshire Hathaway Inc.
+0.07%
+$12,120.66 
MLPX Global X MLP & Energy Infrastructure ETF
+0.06%
+$5,490.99 
VIK Viking Holdings Ltd
+0.05%
+$149.99 
HLN Haleon Plc - ADR
+0.05%
+$55.42 
TTE TotalEnergies SE
+0.05%
+$142 
NLY Annaly Capital Management, Inc.
+0.04%
+$286.84 
VOT Vanguard Mid-Cap Growth ETF
+0.04%
+$110.5 
KLAC KLA Corporation
+0.04%
+$714.78 
SCHW Charles Schwab Corporation
+0.04%
+$504.08 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.04%
+$614.84 
PYLD PIMCO Multisector Bond Active ETF
+0.04%
+$4,011.4 
MOO VanEck Agribusiness ETF
+0.04%
+$1,264.35 
SDY SPDR S&P Dividend ETF
+0.04%
+$99.79 
IVE ISHARES S&P 500 VALUE ETF
+0.04%
+$555.59 
VUG Vanguard Growth ETF
+0.04%
+$3,158.58 
RBC RBC Bearings Incorporated
+0.03%
+$607.67 
SAP SAP SE Sponsored ADR
+0.03%
+$811.2 
CGXU Capital Group International Focus Equity ETF
+0.03%
+$665.01 
SOFI SoFi Technologies, Inc.
+0.03%
+$954.95 
BIDU Baidu Inc.
+0.03%
+$174.63 
UBER Uber Technologies, Inc.
+0.03%
+$221.12 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.03%
+$280.53 
NSC Norfolk Southern Corporation
+0.03%
+$217.98 
PREF Principal Spectrum Preferred Securities Active ETF
+0.03%
+$812.26 
WWJD Inspire International ETF
+0.03%
+$3,570.61 
BAC Bank of America Corporation
+0.02%
+$959.37 
CME CME Group Inc.
+0.02%
+$454.48 
DG Dollar General Corporation
+0.02%
+$79.68 
DUHP Dimensional US High Profitability ETF
+0.02%
+$140.74 
DFTX Definium Therapeutics, Inc.
+0.02%
+$60 
SHEL Shell plc
+0.02%
+$95.1 
EXC Exelon Corporation
+0.02%
+$133.03 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.02%
+$252.23 
XLI Industrial Select Sector SPDR Fund
+0.02%
+$93.76 
IYG iShares U.S. Financial Services ETF
+0.02%
+$55.3 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$213.06 
IWM iShares Russell 2000 ETF
+0.02%
+$310.51 
SLV iShares Silver Trust
+0.02%
+$137.15 
XOM Exxon Mobil Corporation
+0.02%
+$1,410.54 
DASH DoorDash, Inc.
+0.02%
+$130.03 
GXO GXO Logistics Inc.
+0.02%
+$542.3 
PYPL PayPal Holdings Inc
+0.02%
+$1,818.32 
TXN Texas Instruments Inc
+0.02%
+$1,705.48 
IYW iShares U.S. Technology ETF
+0.02%
+$66.06 
JD JD.com Inc.
+0.02%
+$334 
STRL Sterling Infrastructure, Inc.
+0.02%
+$112.07 
XLE Energy Select Sector SPDR Fund
+0.02%
+$331.41 
RGLD Royal Gold Inc.
+0.02%
+$39.51 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.02%
+$1,114.56 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.01%
+$1,060.62 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.01%
+$113.2 
TMO Thermo Fisher Scientific Inc.
+0.01%
+$86.74 
BLK BlackRock, Inc.
+0.01%
+$75.62 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.01%
+$402.42 
IWY iShares Russell Top 200 Growth ETF
+0.01%
+$50.97 
UNH UnitedHealth Group Incorporated
+0.01%
+$936.87 
VTV Vanguard Value ETF
+0.01%
+$248.16 
APH Amphenol Corporation
+0.01%
+$299.94 
GPN Global Payments Inc.
+0.01%
+$36.22 
MMM 3M Company
+0.01%
+$58.62 
OUST Ouster, Inc.
+0.01%
+$31.9 
SGOL abrdn Physical Gold Shares ETF
+0.01%
+$956.89 
UTES Virtus Reaves Utilities ETF
+0.01%
+$105.1 
ALL Allstate Corporation
+0.01%
+$35.58 
AMZN Amazon.com Inc
+0.01%
+$3,373.99 
DEO Diageo plc Sponsored ADR
+0.01%
+$182.54 
LEN Lennar Corporation
+0.01%
+$186.44 
XLP Consumer Staples Select Sector SPDR Fund
+0.01%
+$61.87 
XLV Health Care Select Sector SPDR Fund
+0.01%
+$49.51 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,231.5 
FBND Fidelity Total Bond ETF
+0.01%
+$401.94 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.01%
+$129.18 
NDAQ Nasdaq, Inc.
+0.01%
+$252.26 
PEP PepsiCo, Inc.
+0.01%
+$238.84 
CRWD CrowdStrike Holdings, Inc.
+0.01%
+$317.65 
FXU First Trust Utilities AlphaDEX Fund
+0.01%
+$489.04 
HOOD Robinhood Markets, Inc.
+0.01%
+$721.89 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$735.14 
SO The Southern Company
+0.01%
+$250.6 
WTV WisdomTree U.S. Value Fund
+0.01%
+$26.49 
AEP American Electric Power Company, Inc.
+0.01%
+$50.52 
PNC The PNC Financial Services Group, Inc.
+0.01%
+$88.08 
VISN Vistance Networks, Inc.
+0.01%
+$11.23 
IYF iShares U.S. Financials ETF
+0.01%
+$20.28 
CLH Clean Harbors Inc.
+0.01%
+$47.17 
GH Guardant Health Inc.
+0.01%
+$71.69 
IEMG iShares Core MSCI Emerging Markets ETF
+0.01%
+$77.34 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.01%
+$111.53 
PWR Quanta Services Inc.
+0.01%
+$351.34 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$34.02 
VBK Vanguard Small-Cap Growth ETF
+0.01%
+$107.21 
VGK Vanguard FTSE Europe ETF
+0.01%
+$43.52 
STT State Street Corp
+0.01%
+$101.32 
TMUS T-Mobile US, Inc.
+0.01%
+$16.7 
IJS iShares S&P Small-Cap 600 Value ETF
0%
+$7.87 
SYK Stryker Corporation
0%
+$55.66 
URI United Rentals, Inc.
0%
+$25.95 
META Meta Platforms Inc Class A
0%
+$85.31 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
0%
+$4.23 
GVLU Gotham 1000 Value ETF
0%
+$7.01 
SPYH Neos S&P 500 Hedged Equity Income ETF
0%
+$1.61 
AAP Advance Auto Parts Inc.
0%
$0 
ADUR Aduro Clean Technologies Inc.
0%
$0 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
BAX Baxter International Inc.
0%
$0 
BIBL Inspire 100 ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
-$1.2 
BOTZ Global X Robotics & Artificial Intelligence ETF
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
BUCK Simplify Treasury Option Income ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
$0 
CGMS Capital Group U.S. Multi-Sector Income ETF
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
CLIP Global X 1-3 Month T-Bill ETF
0%
$0 
CMI Cummins Inc.
0%
$0 
COP ConocoPhillips
0%
$0 
CRK Comstock Resources Inc.
0%
$0 
CTVA Corteva Inc.
0%
$0 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
0%
$0 
DIVO Amplify CWP Enhanced Dividend Income ETF
0%
$0 
DTCR Global X Data Center & Digital Infrastructure ETF
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ES Eversource Energy
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
ESGV Vanguard ESG U.S. Stock ETF
0%
$0 
ETHA iShares Ethereum Trust
0%
$0 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
0%
$0 
EXPE Expedia Group, Inc.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FIG Figma Inc. Class A Common Stock
0%
$0 
FLBL Franklin Senior Loan ETF
0%
$0 
GIS General Mills, Inc.
0%
$0 
GNL Global Net Lease, Inc.
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
GRRR Gorilla Technology Group Inc.
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
0%
$0 
HALO Halozyme Therapeutics Inc.
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEI iShares 3-7 Year Treasury Bond ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IGOV iShares International Treasury Bond ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IXJ iShares Global Healthcare ETF
0%
$0 
IYY iShares Dow Jones U.S. ETF
0%
$0 
IYZ iShares U.S. Telecommunications ETF
0%
$0 
JAZZ Jazz Pharmaceuticals plc
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JPIB JPMorgan International Bond ETF
0%
$0 
JPIE JPMorgan Income ETF
0%
$0 
JQUA JPMorgan U.S. Quality Factor ETF
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
LGH HCM Defender 500 Index ETF
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
MDXG MiMedx Group, Inc.
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NANR SPDR S&P North American Natural Resources ETF
0%
$0 
NI NiSource Inc.
0%
$0 
NOV Nov Inc.
0%
$0 
PAAA PGIM AAA CLO ETF
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PDBA Invesco Agriculture Commodity Fund
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PJUN Innovator U.S. Equity Power Buffer ETF - June
0%
$0 
PMAR Innovator U.S. Equity Power Buffer ETF
0%
$0 
PNOV Innovator U.S. Equity Power Buffer ETF – November
0%
$0 
PTL Inspire 500 ETF
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
QQH HCM Defender 100 Index ETF
0%
$0 
QTUM Defiance Quantum ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SECT Main Sector Rotation ETF
0%
$0 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
0%
$0 
SPD Simplify US Equity PLUS Downside Convexity ETF
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
TECB iShares U.S. Tech Breakthrough Multisector ETF
0%
$0 
TIGO Millicom International Cellular S.A.
0%
$0 
TMDX TransMedics Group Inc.
0%
$0 
TMFC Motley Fool 100 Index ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USB U.S. Bancorp
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
UTHR United Therapeutics Corporation
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VFC V.F. Corporation
0%
$0 
VRIG Invesco Variable Rate Investment Grade ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
WY Weyerhaeuser Company
0%
$0 
XHR Xenia Hotels & Resorts Inc.
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
BPRE
-13.27%
-$42,987 
ORCL Oracle Corporation
-3.99%
-$74,818.8 
WBD Warner Bros. Discovery, Inc.
-3.76%
-$8,364.82 
WMS Advanced Drainage Systems, Inc.
-3.06%
-$7,960.15 
SWK Stanley Black & Decker Inc.
-2.96%
-$115,157.1 
TSLA Tesla, Inc.
-2.96%
-$96,809.3 
TFC Truist Financial Corporation
-2.86%
-$106,854 
LLY Eli Lilly and Company
-2.74%
-$376,828.94 
VMC Vulcan Materials Company
-2.67%
-$16,252.66 
CARR Carrier Global Corporation
-2.49%
-$5,427.54 
NUE Nucor Corporation
-2.48%
-$13,612.53 
PHM PulteGroup Inc.
-2.3%
-$6,710.6 
GE General Electric Company
-2.16%
-$27,981.44 
AAPL Apple Inc.
-2.14%
-$1.25M 
ALB Albemarle Corporation
-2.14%
-$5,614.08 
BA Boeing Company
-2.13%
-$34,397.99 
EMR Emerson Electric Co.
-2.12%
-$25,449.99 
MS Morgan Stanley
-2.12%
-$340,663.92 
LRCX Lam Research Corporation
-2.09%
-$36,081.12 
NFLX Netflix, Inc.
-1.96%
-$25,354.35 
LOW Lowe's Companies Inc.
-1.93%
-$31,034.4 
LII Lennox International Inc.
-1.9%
-$12,347.54 
DE Deere & Company
-1.88%
-$62,797.82 
UNP Union Pacific Corporation
-1.82%
-$11,572 
CAT Caterpillar Inc.
-1.81%
-$49,729.85 
WMT Walmart Inc.
-1.79%
-$206,666.28 
AMT American Tower Corporation
-1.76%
-$11,057.99 
HD The Home Depot, Inc.
-1.72%
-$159,433.01 
RF Regions Financial Corporation
-1.71%
-$5,174.82 
GWW W.W. Grainger, Inc.
-1.71%
-$3,711.24 
CHTR Charter Communications Inc
-1.68%
-$9,531.73 
JNJ Johnson & Johnson
-1.67%
-$290,960.08 
AMCR Amcor plc
-1.62%
-$7,103.55 
FAST Fastenal Co.
-1.6%
-$11,105.49 
ECL Ecolab Inc.
-1.53%
-$3,979.35 
DTE DTE Energy Company
-1.51%
-$6,545.28 
INCY Incyte Corporation
-1.36%
-$4,363.2 
WFC Wells Fargo & Company
-1.35%
-$20,369.16 
DHR Danaher Corporation
-1.33%
-$80,803.04 
CAH Cardinal Health Inc.
-1.21%
-$3,822.6 
PFE Pfizer Inc.
-1.2%
-$126,848.28 
RIO Rio Tinto Plc Sponsored ADR
-1.2%
-$3,973.32 
MDLZ Mondelez International, Inc.
-1.2%
-$4,725.29 
ETR Entergy Corporation
-1.17%
-$5,153.75 
AA Alcoa Corporation
-1.14%
-$11,238.5 
CSCO Cisco Systems, Inc.
-1.11%
-$28,703.52 
MCO Moody's Corporation
-1.07%
-$7,455.41 
IJJ iShares S&P Mid-Cap 400 Value ETF
-1.07%
-$7,659.84 
ADBE Adobe Inc.
-1.06%
-$2,899.05 
FITB Fifth Third Bancorp
-1.05%
-$10,033.25 
EQT EQT Corporation
-1.03%
-$14,227.98 
AXP American Express Company
-0.96%
-$36,512.03 
D Dominion Energy, Inc.
-0.96%
-$4,679.09 
GS The Goldman Sachs Group, Inc.
-0.96%
-$25,311.89 
BMY Bristol-Myers Squibb Company
-0.95%
-$5,122.56 
AHR American Healthcare REIT, Inc.
-0.87%
-$2,778.5 
IFRA iShares U.S. Infrastructure
-0.85%
-$3,757.52 
RSG Republic Services, Inc.
-0.8%
-$52,228.76 
GILD Gilead Sciences Inc.
-0.8%
-$2,577.63 
KR Kroger Co.
-0.78%
-$3,718.18 
ADI Analog Devices, Inc.
-0.77%
-$12,765.76 
AMAT Applied Materials, Inc.
-0.75%
-$28,511.78 
IYJ iShares U.S. Industrials ETF
-0.74%
-$2,134.44 
SDIV Global X SuperDividend ETF
-0.72%
-$6,240.6 
IVLU iShares MSCI International Value Factor ETF
-0.71%
-$2,305.8 
WEC WEC Energy Group Inc.
-0.71%
-$10,840 
HTGC Hercules Capital Inc.
-0.68%
-$1,543.52 
ROK Rockwell Automation, Inc.
-0.68%
-$5,033.44 
NKE Nike, Inc. - Class B
-0.66%
-$2,237.06 
JPM JPMorgan Chase & Co.
-0.65%
-$224,350.16 
SBUX Starbucks Corporation
-0.65%
-$9,252.76 
COF Capital One Financial Corporation
-0.61%
-$14,662.61 
AMGN Amgen Inc.
-0.58%
-$54,967.62 
PG Procter & Gamble Co
-0.56%
-$8,359.68 
NEM Newmont Corporation
-0.56%
-$1,511.5 
SPGI S&P Global Inc.
-0.55%
-$19,566.42 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.55%
-$21,160.51 
SCHA Schwab U.S. Small-Cap ETF
-0.53%
-$3,655.24 
LHX L3Harris Technologies, Inc.
-0.52%
-$4,052.99 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$20,449.74 
CRS Carpenter Technology Corporation
-0.47%
-$15,584.04 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.46%
-$4,989.4 
ABBV AbbVie Inc.
-0.44%
-$24,381.37 
HRL Hormel Foods Corporation
-0.43%
-$28,823.19 
HIMS Hims & Hers Health, Inc.
-0.43%
-$20,395.62 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$33,953.26 
SPHQ Invesco S&P 500 Quality ETF
-0.29%
-$17,516 
GOF Guggenheim Strategic Opportunities Fund
-0.28%
-$1,382.91 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$2,082.65 
PH Parker-Hannifin Corporation
-0.25%
-$498.52 
ARCO Arcos Dorados Holdings Inc.
-0.24%
-$6,080.78 
BNDX Vanguard Total International Bond ETF
-0.23%
-$2,581.04 
GLD SPDR Gold Shares
-0.22%
-$2,335.23 
VZ Verizon Communications Inc.
-0.21%
-$3,003.12 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$25,523.95 
TRGP Targa Resources Corp.
-0.2%
-$1,104.88 
EAGL Eagle Capital Select Equity ETF
-0.18%
-$7,521.9 
USA Liberty All Star Equity Fund
-0.17%
-$108.97 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$30,292.3 
NUKZ Range Nuclear Renaissance ETF
-0.16%
-$6,338.6 
PM Philip Morris International Inc.
-0.14%
-$1,142.96 
SOXX iShares Semiconductor ETF
-0.13%
-$1,109.52 
TRV The Travelers Companies, Inc.
-0.13%
-$440.65 
XEL Xcel Energy Inc.
-0.13%
-$690.2 
SPYI NEOS S&P 500 High Income ETF
-0.11%
-$1,024.62 
WM Waste Management, Inc.
-0.11%
-$1,901.38 
F Ford Motor Company
-0.1%
-$659.67 
FSCO FS Credit Opportunities Corp.
-0.1%
-$80.84 
LBRDK Liberty Broadband Corporation
-0.1%
-$237.27 
ASTS AST SpaceMobile, Inc.
-0.09%
-$255.1 
OSCR Oscar Health, Inc.
-0.09%
-$8,592.06 
SMH VanEck Semiconductor ETF
-0.09%
-$1,613.42 
ZS Zscaler Inc.
-0.08%
-$207.6 
FBNC First Bancorp, Inc.
-0.08%
-$498.75 
CTA Simplify Managed Futures Strategy ETF
-0.07%
-$3,052.58 
ET Energy Transfer L.P.
-0.07%
-$665.84 
TT Trane Technologies plc
-0.07%
-$829.87 
CGDV Capital Group Dividend Value ETF
-0.07%
-$1,113.53 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.07%
-$962.43 
CGCP Capital Group Core Plus Income ETF
-0.07%
-$1,139.49 
PECO Phillips Edison & Company, Inc.
-0.07%
-$411.82 
EIPI FT Energy Income Partners Enhanced Income ETF
-0.07%
-$252.85 
PKE Park Aerospace Corp
-0.06%
-$238.2 
RYLD Global X Russell 2000 Covered Call ETF
-0.06%
-$541.23 
SVOL Simplify Volatility Premium ETF
-0.06%
-$137.24 
PDI Pimco Dynamic Income Fund
-0.06%
-$503.24 
IWO iShares Russell 2000 Growth ETF
-0.06%
-$698.62 
NNN NNN REIT, Inc.
-0.06%
-$140.85 
DFAU Dimensional US Core Equity Market ETF
-0.06%
-$118.68 
TER Teradyne, Inc.
-0.06%
-$98.46 
CDNS Cadence Design Systems, Inc.
-0.06%
-$462.75 
CPRT Copart Inc.
-0.05%
-$174 
IAT iShares U.S. Regional Banks ETF
-0.05%
-$229.25 
AIQ Global X Artificial Intelligence & Technology ETF
-0.05%
-$1,685.88 
DFAS Dimensional U.S. Small Cap ETF
-0.05%
-$463.5 
FDUS Fidus Investment Corporation
-0.05%
-$123.01 
SPMO Invesco S&P 500 Momentum ETF
-0.05%
-$651.19 
ZETA Zeta Global Holdings Corp.
-0.05%
-$1,265.71 
XLU Utilities Select Sector SPDR Fund
-0.04%
-$321.94 
ATI ATI Inc.
-0.04%
-$91.44 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.04%
-$97.6 
VIG Vanguard Dividend Appreciation ETF
-0.04%
-$1,390.54 
IBIT iShares Bitcoin Trust
-0.04%
-$1,453.55 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.04%
-$62.5 
O Realty Income Corporation
-0.04%
-$495.65 
SCHB Schwab U.S. Broad Market ETF
-0.04%
-$153.25 
SON Sonoco Products Co.
-0.04%
-$176.06 
PSX Phillips 66
-0.03%
-$434.62 
VHT Vanguard Health Care ETF
-0.03%
-$165.92 
MRVL Marvell Technology, Inc.
-0.03%
-$57.41 
SCHY Schwab International Dividend Equity ETF
-0.03%
-$1,820.31 
PZZA Papa John's International, Inc.
-0.03%
-$1,492.85 
RKLB Rocket Lab Corporation
-0.03%
-$60.96 
SCHV Schwab U.S. Large-Cap Value ETF
-0.03%
-$3,245.28 
GNR SPDR S&P Global Natural Resources ETF
-0.03%
-$1,214.68 
ILF iShares Latin America 40 ETF
-0.03%
-$1,133.17 
LMT Lockheed Martin Corporation
-0.03%
-$984.23 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.03%
-$227.14 
SCHE Schwab Emerging Markets Equity ETF
-0.03%
-$152.55 
GGG Graco Inc.
-0.03%
-$155.02 
VB Vanguard Small-Cap ETF
-0.03%
-$437.63 
XLF Financial Select Sector SPDR Fund
-0.03%
-$167.24 
EPD Enterprise Products Partners L.P.
-0.03%
-$125.55 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.03%
-$158.46 
CCI Crown Castle Inc.
-0.03%
-$395.12 
HUM Humana Inc.
-0.03%
-$663.47 
XLG Invesco S&P 500 Top 50 ETF
-0.03%
-$64.62 
BKLN Invesco Senior Loan ETF
-0.02%
-$611.34 
DFCF Dimensional Core Fixed Income ETF
-0.02%
-$587.79 
FDVV Fidelity High Dividend ETF
-0.02%
-$232.57 
MDT Medtronic plc
-0.02%
-$146.18 
MFC Manulife Financial Corporation
-0.02%
-$84.49 
T AT&T Inc.
-0.02%
-$369.5 
XLK State Street Technology Select Sector SPDR ETF
-0.02%
-$438.48 
XSMO Invesco S&P SmallCap Momentum ETF
-0.02%
-$1,279.22 
FDX FedEx Corporation
-0.02%
-$173.97 
LIN Linde plc
-0.02%
-$169.81 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$41.57 
CSX CSX Corporation
-0.02%
-$46.81 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$64.85 
MTB M&T Bank Corporation
-0.02%
-$666.03 
OHI Omega Healthcare Investors Inc.
-0.02%
-$817.06 
SCHH Schwab U.S. REIT ETF
-0.02%
-$1,001.53 
SPEM SPDR Portfolio Emerging Markets ETF
-0.02%
-$1,387.38 
VTEB Vanguard Tax-Exempt Bond ETF
-0.02%
-$295.84 
CGCB Capital Group Core Bond ETF
-0.02%
-$678.46 
GLW Corning Incorporated
-0.02%
-$452.52 
HDV iShares Core High Dividend ETF
-0.02%
-$49 
ILCG iShares Morningstar Growth ETF
-0.02%
-$53.84 
BLOK Amplify Transformational Data Sharing ETF
-0.02%
-$46.11 
IDMO Invesco S&P International Developed Momentum ETF
-0.02%
-$83.52 
IDU iShares U.S. Utilities ETF
-0.02%
-$94.62 
SCHX Schwab U.S. Large-Cap ETF
-0.02%
-$117.45 
UPS United Parcel Service, Inc.
-0.02%
-$642.64 
OEF iShares S&P 100 ETF
-0.02%
-$41.11 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.01%
-$46.29 
SCHD Schwab U.S. Dividend Equity ETF
-0.01%
-$1,582.81 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.01%
-$2,366.14 
GDX VanEck Gold Miners ETF
-0.01%
-$37.88 
DFSV Dimensional US Small Cap Value ETF
-0.01%
-$163.25 
DGRO iShares Core Dividend Growth ETF
-0.01%
-$1,075.69 
GLDM SPDR Gold MiniShares Trust
-0.01%
-$202.51 
GM General Motors Company
-0.01%
-$26.05 
IJH iShares Core S&P Mid-Cap ETF
-0.01%
-$60.03 
FTNT Fortinet Inc.
-0.01%
-$77.44 
MGK Vanguard Mega Cap Growth ETF
-0.01%
-$654.27 
MGV Vanguard Mega Cap Value ETF
-0.01%
-$1,001.92 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.01%
-$27.57 
VO Vanguard Mid-Cap ETF
-0.01%
-$680.46 
VYM Vanguard High Dividend Yield ETF
-0.01%
-$221.8 
CL Colgate-Palmolive Company
-0.01%
-$38.13 
IEF iShares 7-10 Year Treasury Bond ETF
-0.01%
-$85.12 
NEE NextEra Energy, Inc.
-0.01%
-$1,476.54 
SRE Sempra
-0.01%
-$27.15 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.01%
-$34.58 
ABT Abbott Laboratories
-0.01%
-$150.46 
BINC iShares Flexible Income Active ETF
-0.01%
-$39.76 
DIS The Walt Disney Company
-0.01%
-$49.65 
EFA iShares MSCI EAFE ETF
-0.01%
-$28.28 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$86.39 
RPM RPM International Inc.
-0.01%
-$91.07 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.01%
-$2,795.2 
BABA Alibaba Group Holding Limited SP ADR
-0.01%
-$672.12 
IVV iShares Core S&P 500 ETF
-0.01%
-$311.77 
JBND JPMorgan Active Bond ETF
-0.01%
-$417.48 
MELI MercadoLibre, Inc.
-0.01%
-$413.84 
VWO Vanguard FTSE Emerging Markets ETF
-0.01%
-$36.93 
PRU Prudential Financial, Inc.
-0.01%
-$21.57 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$1,922.91 
LITE Lumentum Holdings Inc.
-0.01%
-$11.7 
MSI Motorola Solutions, Inc.
-0.01%
-$79.41 
RFG Invesco S&P MidCap 400 Pure Growth ETF
-0.01%
-$28.64 
TGT Target Corporation
-0.01%
-$48.59 
WPC W. P. Carey Inc.
-0.01%
-$126.62 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.01%
-$15.03 
QCOM QUALCOMM Incorporated
-0.01%
-$52.77 
VOO Vanguard S&P 500 ETF
-0.01%
-$595.86 
XBI SPDR S&P Biotech ETF
-0.01%
-$546.36 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.01%
-$192.57 
AJG Arthur J. Gallagher & Co.
0%
-$88.24 
MCD McDonald's Corporation
0%
-$72.88 
QQQ Invesco QQQ Trust, Series 1
0%
-$327.24 
CB Chubb Limited
0%
-$8.2 
COST Costco Wholesale Corporation
0%
-$158.98 
TDY Teledyne Technologies Incorporated
0%
-$11.14 
ALLW SPDR Bridgewater All Weather Mutual Fund
0%
-$18.41 
SPYC Simplify US Equity PLUS Convexity ETF
0%
-$5.1 Events
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Dividends
Dividend Analysis
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| Trades 6170 | Longs Won 3084/6170 49% | Profit Factor 5.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $526,093.81 |
| Average Win $168,668.83 | Best Trade (Jun 30) $17.16M | Sharpe Ratio -33.46 |
| Average Loss -$30,088.83 | Worst Trade (Jun 30) -$2.81M | Z-Score -18.17 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w | Expectancy $69,258.07 |
| 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 | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
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 Victoria Latham?
The largest contributions to the portfolio's profits come from the following stocks: Intel Corporation - $27.75M, SPDR S&P 500 ETF Trust - $15.91M, Palantir Technologies Inc - $15.61M, Apple Inc - $12.02M, and iShares Core S&P Small-Cap ETF - $11.03M. 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: Strategy Inc - $6.1M, PayPal Holdings Inc - $2.48M, Crown Castle Inc - $1.97M, Grayscale Bitcoin Trust ETF - $1.84M, and Coinbase Global, Inc - $1.66M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Victoria Latham's portfolio generate?
The portfolio generates substantial dividend income, with a total of $54.19M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $2.06M, SPDR Portfolio Developed World ex-US ETF - $2.03M, ConocoPhillips - $1.84M, SPDR S&P 500 ETF Trust - $1.41M, and Johnson & Johnson - $1.28M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Victoria Latham's monthly returns?
Victoria Latham'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 Victoria Latham's strategy be considered aggressive or moderate?
Victoria Latham's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Victoria Latham's strategy?
Victoria Latham'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.
