David Kronour Portfolio
Invests via Kapstone Financial Advisors LLC | Managed by David Kronour
Invests via Kapstone Financial Advisors LLC
Managed by David Kronour
Automatically Tracked
David Kronour Profile
David Kronour leverages an extensive background in corporate leadership and operational strategy within high-growth technology sectors. With a strong track record of steering organizations through pivotal transitions, he has played a crucial role in enhancing efficiency and scaling operations at various firms. His expertise encompasses team development, product innovation, and market expansion, aligning business objectives with industry trends to drive profitability. Known for his ability to navigate complex environments, Kronour is positioned as a significant player in the tech investment landscape.
David Kronour leverages an extensive background in corporate leadership and operational strategy within high-growth technology sectors. With a strong track record of steering organizations through pivotal transitions, he has played a crucial role in enhancing efficiency and scaling operations at various firms. His expertise encompasses team development, product innovation, and market expansion, aligning business objectives with industry trends to drive profitability. Known for his ability to navigate complex environments, Kronour is positioned as a significant player in the tech investment landscape.
Investment Philosophy & Strategy
In the fast-paced realm of technology investing, identifying disruptive innovations presents significant opportunities. David Kronour's acute understanding of operational dynamics fosters an environment where scalable solutions thrive. His hands-on experience in guiding organizations through transformative phases allows for a keen discernment of high-potential investments. By prioritizing market trends and aligning resources efficiently, he enhances value creation and seizes timely prospects within the sector. This proactive approach facilitates strategic initiatives that not only bolster profitability but also strengthen competitive advantages over time.
In the fast-paced realm of technology investing, identifying disruptive innovations presents significant opportunities. David Kronour's acute understanding of operational dynamics fosters an environment where scalable solutions thrive. His hands-on experience in guiding organizations through transformative phases allows for a keen discernment of high-potential investments. By prioritizing market trends and aligning resources efficiently, he enhances value creation and seizes timely prospects within the sector. This proactive approach facilitates strategic initiatives that not only bolster profitability but also strengthen competitive advantages over time.
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:
93.86%
Gain +0.18%
Monthly
1.71%
Yearly
22.59%
Drawdown
25.15%
$252.52M
Equity
Holdings
$252.52M
Investment
$163.21M
$104.2M
Profit +$155,941.48
Realized
$14.9M
Unrealized
$89.31M
Dividends
$9.83M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.18%
Profit
$155,941.48
Win %
78%
This Week
Compared To Last Week
Gain
0.47%
Profit
$1.18M
Win %
78%
This Month
Compared to last month
Gain
0.76%
Profit
$1.9M
Win %
78%
This Year
Compared to last year
Gain
5.49%
Profit
$13.14M
Win %
76%
MPC Marathon Petroleum Corporation
+3.5%
+$62,276.26 
VLO Valero Energy Corporation
+3.35%
+$13,693.89 
XOM Exxon Mobil Corporation
+2.34%
+$59,431.59 
AMD Advanced Micro Devices, Inc.
+2.31%
+$6,640.62 
CVX Chevron Corporation
+2.31%
+$20,009.88 
KR Kroger Co.
+2.05%
+$6,228.75 
XLE Energy Select Sector SPDR Fund
+1.99%
+$10,772.16 
MLM Martin Marietta Materials, Inc.
+1.51%
+$8,750.45 
NUE Nucor Corporation
+1.39%
+$4,560.15 
JPM JPMorgan Chase & Co.
+1.18%
+$39,224.14 
IGA Voya Global Advantage and Premium Opportunity Fund
+1.14%
+$1,234.8 
LMT Lockheed Martin Corporation
+1.1%
+$8,546.78 
WFC Wells Fargo & Company
+0.82%
+$1,866.61 
FITB Fifth Third Bancorp
+0.75%
+$2,519.86 
LCNB Lcnb Corporation
+0.62%
+$10,280.04 
DHI D.R. Horton, Inc.
+0.62%
+$2,270.4 
META Meta Platforms Inc Class A
+0.56%
+$30,493.6 
NVDA NVIDIA Corporation
+0.47%
+$20,179.89 
ADI Analog Devices, Inc.
+0.41%
+$4,878 
EPD Enterprise Products Partners L.P.
+0.34%
+$787.8 
GLD SPDR Gold Shares
+0.32%
+$2,025 
RTX RTX Corporation
+0.28%
+$876.15 
NPWR Net Power Inc.
+0.28%
+$86.97 
BAC Bank of America Corporation
+0.28%
+$1,724.58 
VZ Verizon Communications Inc.
+0.2%
+$609.11 
PG Procter & Gamble Co
+0.18%
+$9,162.72 
MU Micron Technology, Inc.
+0.18%
+$3,658.01 
PAYX Paychex Inc.
+0.15%
+$1,162.87 
SMH VanEck Semiconductor ETF
+0.14%
+$832.5 
BRK-A Berkshire Hathaway Inc.
+0.1%
+$794.76 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$3,168.18 
HDV iShares Core High Dividend ETF
+0.02%
+$2,493.59 
V Visa Inc. Class A
+0.01%
+$95.1 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
AXON Axon Enterprise, Inc.
-9.8%
-$61,660.98 
MSTR Strategy Inc.
-5.59%
-$126,913.5 
STX Seagate Technology Holdings plc
-4.67%
-$10,718.85 
GOF Guggenheim Strategic Opportunities Fund
-4.54%
-$4,973.3 
IBIT iShares Bitcoin Trust
-4.11%
-$142,901.76 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-4%
-$28,888.75 
FLY Firefly Aerospace Inc.
-3.28%
-$5,611.2 
ORCL Oracle Corporation
-3.16%
-$6,274.6 
GE General Electric Company
-2.92%
-$5,218.17 
F Ford Motor Company
-2.56%
-$7,332.17 
AMZN Amazon.com Inc
-2.43%
-$56,406.14 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-2.37%
-$5,670.45 
EVN Eaton Vance Municipal Income Trust
-2.22%
-$2,389.7 
DIS The Walt Disney Company
-2.21%
-$5,370.36 
CRWV CoreWeave, Inc.
-2.19%
-$6,421.68 
MYI BlackRock MuniYield Quality Fund III, Inc.
-2.05%
-$6,960.45 
COST Costco Wholesale Corporation
-2%
-$20,656.02 
HD The Home Depot, Inc.
-1.9%
-$10,590.52 
MSFT Microsoft Corp.
-1.9%
-$115,944.65 
NBIS Nebius Group N.V.
-1.85%
-$7,860 
AGD Abrdn Global Dynamic Dividend Fund
-1.84%
-$6,740.8 
ROAD Construction Partners, Inc. Class A Common Stock
-1.84%
-$3,204 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-1.77%
-$3,316.5 
LOW Lowe's Companies Inc.
-1.69%
-$3,587.85 
UBER Uber Technologies, Inc.
-1.61%
-$15,255.63 
BGT BlackRock Floating Rate Income Trust
-1.56%
-$3,386.96 
MCD McDonald's Corporation
-1.55%
-$4,294.43 
ELV Elevance Health, Inc.
-1.52%
-$3,837.74 
FOF Cohen & Steers Closed-End Opportunity Fund
-1.49%
-$4,501.1 
BX Blackstone Inc.
-1.47%
-$3,765.64 
BUZZ VanEck Social Sentiment ETF
-1.46%
-$3,964.14 
GOOGL Alphabet Inc
-1.42%
-$73,319.4 
AVGO Broadcom Inc.
-1.4%
-$3,158.82 
GOOG Alphabet Inc
-1.38%
-$44,399.16 
MCK McKesson Corporation
-1.37%
-$4,099.34 
LRCX Lam Research Corporation
-1.32%
-$8,228.26 
GS The Goldman Sachs Group, Inc.
-1.27%
-$19,203.65 
DAL Delta Air Lines, Inc.
-1.25%
-$4,292 
THW abrdn World Healthcare Fund
-1.25%
-$2,612.9 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-1.21%
-$2,069.22 
AXP American Express Company
-1.14%
-$5,879.28 
FPX First Trust US Equity Opportunities ETF
-1.13%
-$2,878 
FDX FedEx Corporation
-1.11%
-$3,811.54 
AEP American Electric Power Company, Inc.
-1.09%
-$2,288.14 
WMT Walmart Inc.
-1.04%
-$2,988.14 
HPF John Hancock Preferred Income Fund II
-1.03%
-$3,111.45 
DVY iShares Select Dividend ETF
-1.03%
-$34,983.16 
PNC The PNC Financial Services Group, Inc.
-0.95%
-$1,876.8 
SO The Southern Company
-0.95%
-$4,467.37 
AZN AstraZeneca PLC American Depositary Shares
-0.9%
-$1,752.32 
IJR iShares Core S&P Small-Cap ETF
-0.9%
-$2,305.05 
CAH Cardinal Health Inc.
-0.9%
-$12,038.5 
CMI Cummins Inc.
-0.89%
-$5,914.48 
IMCB iShares Morningstar Mid-Cap ETF
-0.87%
-$1,813.25 
VUG Vanguard Growth ETF
-0.85%
-$9,292.5 
AMAT Applied Materials, Inc.
-0.83%
-$1,894 
AAPL Apple Inc.
-0.81%
-$168,304.76 
IVV iShares Core S&P 500 ETF
-0.81%
-$380,239.8 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.81%
-$3,291.75 
DGRO iShares Core Dividend Growth ETF
-0.8%
-$14,830.62 
MO Altria Group, Inc.
-0.77%
-$8,122.14 
IWB iShares Russell 1000 ETF
-0.75%
-$2,539.35 
IYY iShares Dow Jones U.S. ETF
-0.75%
-$2,850.89 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.74%
-$55,372.8 
IWF iShares Russell 1000 Growth ETF
-0.74%
-$26,166.22 
QQQ Invesco QQQ Trust, Series 1
-0.72%
-$38,083.3 
FTGS First Trust Growth Strength ETF
-0.72%
-$10,652.61 
KO The Coca-Cola Company
-0.7%
-$8,799.84 
DUK Duke Energy Corporation
-0.7%
-$6,091.37 
VO Vanguard Mid-Cap ETF
-0.69%
-$2,656.64 
VWO Vanguard FTSE Emerging Markets ETF
-0.69%
-$1,571.09 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.67%
-$3,041.5 
MOAT VanEck Morningstar Wide Moat Fund
-0.66%
-$4,779.31 
MRK Merck & Co., Inc.
-0.65%
-$8,385.08 
QQQI Neos NASDAQ-100 High Income ETF
-0.62%
-$2,024.74 
AOD Abrdn Total Dynamic Dividend Fund
-0.62%
-$1,303.25 
RDVY First Trust Rising Dividend Achievers ETF
-0.58%
-$7,044.28 
ETN Eaton Corporation plc
-0.57%
-$1,150.34 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.57%
-$4,971.01 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.57%
-$1,636.8 
BMY Bristol-Myers Squibb Company
-0.57%
-$2,181.61 
VB Vanguard Small-Cap ETF
-0.56%
-$1,867.98 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.56%
-$2,356.45 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.54%
-$3,486.4 
SPY SPDR S&P 500 ETF Trust
-0.53%
-$9,269 
MS Morgan Stanley
-0.53%
-$1,189.19 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.53%
-$1,226.7 
IBM International Business Machines Corporation
-0.49%
-$1,364.07 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.47%
-$1,042.5 
VIG Vanguard Dividend Appreciation ETF
-0.47%
-$2,552.48 
SPYI NEOS S&P 500 High Income ETF
-0.47%
-$1,303.75 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.46%
-$1,392.12 
MA Mastercard Incorporated
-0.46%
-$1,787.28 
FVD First Trust Value Line Dividend Index Fund
-0.44%
-$2,241.16 
MDY SPDR S&P MidCap 400 ETF Trust
-0.44%
-$1,034.88 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.43%
-$1,027.2 
IEFA iShares Core MSCI EAFE ETF
-0.42%
-$1,739.27 
CSX CSX Corporation
-0.42%
-$3,590.57 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.41%
-$1,218.97 
VMC Vulcan Materials Company
-0.4%
-$2,202.75 
IVE ISHARES S&P 500 VALUE ETF
-0.39%
-$1,270.06 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.39%
-$3,781 
PWB Invesco Large Cap Growth ETF
-0.39%
-$878.82 
SPMO Invesco S&P 500 Momentum ETF
-0.38%
-$3,561.31 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.37%
-$1,204.98 
XYLD Global X S&P 500 Covered Call ETF
-0.37%
-$838.38 
ED Consolidated Edison, Inc.
-0.35%
-$791.62 
VOE Vanguard Mid-Cap Value ETF
-0.35%
-$5,143.8 
FENI Fidelity Enhanced International ETF
-0.34%
-$7,668.78 
BA Boeing Company
-0.33%
-$998.43 
XLF Financial Select Sector SPDR Fund
-0.32%
-$922.97 
PM Philip Morris International Inc.
-0.32%
-$4,907.07 
CINF Cincinnati Financial Corporation
-0.3%
-$1,320.28 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,636.58 
GAB Gabelli Equity Trust Inc.
-0.27%
-$516.52 
PLTR Palantir Technologies Inc.
-0.26%
-$19,177.2 
FTQI First Trust Nasdaq BuyWrite Fund
-0.25%
-$743.6 
LLY Eli Lilly and Company
-0.24%
-$975.78 
VHT Vanguard Health Care ETF
-0.24%
-$621.68 
DTD WisdomTree U.S. Total Dividend Fund
-0.23%
-$754.05 
VYM Vanguard High Dividend Yield ETF
-0.22%
-$10,498.68 
ISRG Intuitive Surgical, Inc.
-0.22%
-$1,007.74 
FTCS First Trust Capital Strength ETF
-0.21%
-$4,399.29 
UNP Union Pacific Corporation
-0.21%
-$548.7 
CAT Caterpillar Inc.
-0.2%
-$977.26 
FTOH Franklin Ohio Municipal Income ETF
-0.18%
-$151.62 
HBAN Huntington Bancshares Incorporated
-0.18%
-$1,203.66 
NVS Novartis AG Sponsored ADR
-0.14%
-$512.05 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.13%
-$690.72 
VTV Vanguard Value ETF
-0.12%
-$1,624.74 
PGR Progressive Corporation
-0.1%
-$348.45 
CSCO Cisco Systems, Inc.
-0.1%
-$1,940.73 
HGLB Highland Global Allocation Fund
-0.07%
-$117.28 
IRM Iron Mountain Inc.
-0.05%
-$280.56 
ABBV AbbVie Inc.
-0.04%
-$1,679.04 
C Citigroup Inc.
-0.03%
-$112.86 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$66.9 
FCOR Fidelity Corporate Bond ETF
-0.02%
-$182.28 
GLW Corning Incorporated
-0.01%
-$38.16 
VUSB Vanguard Ultra-Short Bond ETF
-0.01%
-$41.4 
JNJ Johnson & Johnson
0%
-$83.63 Events
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Dividends
Dividend Analysis
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| Trades 1174 | Longs Won 838/1174 71% | Profit Factor 16.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $611,305.52 |
| Average Win $132,148.56 | Best Trade (Aug 14) $12.91M | Sharpe Ratio -10.83 |
| Average Loss -$19,451.05 | Worst Trade (Aug 19) -$731,819.04 | Z-Score 9.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 3d | Expectancy $88,760.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 61,991 | $8.09M | $20.48M | - | $12.39M | 153.1% | -0.815% |
| ABBV AbbVie Inc. | 15,264 | $2.61M | $3.99M | - | $1.38M | 52.78% | -0.042% |
| ADI Analog Devices, Inc. | 3,252 | $612,108.79 | $1.18M | - | $566,806.25 | 92.6% | +0.415% |
| AEP American Electric Power Company, Inc. | 1,723 | $225,851 | $208,314.15 | - | -$17,536.85 | -7.76% | -1.086% |
| AGD Abrdn Global Dynamic Dividend Fund | 30,640 | $334,186.58 | $359,407.2 | - | $25,220.62 | 7.55% | -1.841% |
| AMAT Applied Materials, Inc. | 540 | $390,420 | $227,179.4 | - | -$163,240.6 | -41.81% | -0.827% |
| AMD Advanced Micro Devices, Inc. | 582 | $338,090 | $293,805.24 | - | -$44,284.76 | -13.1% | +2.312% |
| AMZN Amazon.com Inc | 9,142 | $1.12M | $2.26M | - | $1.14M | 101.24% | -2.434% |
| AOD Abrdn Total Dynamic Dividend Fund | 20,050 | $191,707.83 | $209,422.25 | - | $17,714.42 | 9.24% | -0.618% |
| AVGO Broadcom Inc. | 654 | $247,048 | $222,288.06 | - | -$24,759.94 | -10.02% | -1.401% |
| AXON Axon Enterprise, Inc. | 1,283 | $605,402.93 | $567,239.96 | - | -$38,162.97 | -6.3% | -9.805% |
| AXP American Express Company | 1,572 | $287,201.56 | $509,390.88 | - | $222,189.32 | 77.36% | -1.141% |
| AZN AstraZeneca PLC American Depositary Shares | 1,184 | $224,510 | $192,163.2 | - | -$32,346.8 | -14.41% | -0.904% |
| BA Boeing Company | 1,447 | $299,627.33 | $303,262.26 | - | $3,634.93 | 1.21% | -0.328% |
| BAC Bank of America Corporation | 10,452 | $343,255.03 | $623,252.76 | - | $279,997.73 | 81.57% | +0.277% |
| BDJ BlackRock Enhanced Equity Dividend Trust | 30,936 | $265,768.44 | $300,543.24 | - | $34,774.8 | 13.08% | -0.461% |
| BGT BlackRock Floating Rate Income Trust | 19,830 | $213,371 | $213,354.94 | - | -$16.06 | -0.01% | -1.563% |
| BMY Bristol-Myers Squibb Company | 5,977 | $434,960.44 | $380,944.09 | - | -$54,016.35 | -12.42% | -0.569% |
| BRK-A Berkshire Hathaway Inc. | 1 | $542,625.03 | $772,564.78 | - | $229,939.75 | 42.38% | +0.103% |
| BRK-B Berkshire Hathaway Inc. | 6,093 | $2.26M | $3.14M | - | $879,886.78 | 38.92% | +0.101% |
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FAQ
Which stocks have generated the highest profits for David Kronour?
The largest contributions to the portfolio's profits come from the following stocks: Strategy Inc - $6.46M, Apple Inc - $4.25M, iShares Core High Dividend ETF - $1.62M, iShares Core S&P 500 ETF - $1.18M, and Meta Platforms Inc Class A - $868,003.13. 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: Invesco S&P 500 Equal Weight Health Care ETF - $379,117.3, Pfizer Inc - $226,141.51, Conagra Brands Inc - $214,420.89, Elevance Health, Inc - $209,223.83, and MSTY - $148,412.15. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Kronour's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.83M earned over time. The largest contributors to dividend income include iShares Core High Dividend ETF - $1.53M, iShares Core S&P 500 ETF - $1.18M, Procter & Gamble Co - $503,970.95, Vanguard High Dividend Yield ETF - $413,106.08, and iShares Select Dividend ETF - $409,416.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Kronour's monthly returns?
David Kronour'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 David Kronour's strategy be considered aggressive or moderate?
David Kronour'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 David Kronour's strategy?
David Kronour's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
