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:
83.91%
Gain +0.99%
Monthly
1.73%
Yearly
22.91%
Drawdown
25.15%
$249.74M
Equity
Holdings
$249.74M
Investment
$169.24M
$101.42M
Profit +$1.71M
Realized
$14.9M
Unrealized
$86.53M
Dividends
$9.48M
Goals
Avg. 93% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.99%
Profit
$1.71M
Win %
83%
This Week
Compared To Last Week
Gain
3.5%
Profit
$8.44M
Win %
83%
This Month
Compared to last month
Gain
3.5%
Profit
$8.44M
Win %
83%
This Year
Compared to last year
Gain
4.32%
Profit
$10.36M
Win %
80%
ROAD Construction Partners, Inc. Class A Common Stock
+19.15%
+$34,524 
FLY Firefly Aerospace Inc.
+10.99%
+$21,202.33 
PLTR Palantir Technologies Inc.
+10.31%
+$685,265.28 
AXON Axon Enterprise, Inc.
+9.29%
+$62,283.22 
UBER Uber Technologies, Inc.
+6.44%
+$59,197.09 
CRWV CoreWeave, Inc.
+6.26%
+$18,876.9 
GLW Corning Incorporated
+5.41%
+$16,237.1 
DHI D.R. Horton, Inc.
+3.4%
+$13,120.81 
ADI Analog Devices, Inc.
+3.31%
+$40,650 
MSTR Strategy Inc.
+3.28%
+$52,756.18 
FBT First Trust NYSE Arca Biotechnology Index Fund
+3.01%
+$6,229.97 
BX Blackstone Inc.
+2.74%
+$7,330.98 
BUZZ VanEck Social Sentiment ETF
+2.61%
+$6,680.31 
ORCL Oracle Corporation
+2.42%
+$4,753.9 
NVDA NVIDIA Corporation
+2.28%
+$101,581.23 
GLD SPDR Gold Shares
+2.27%
+$14,320.8 
LOW Lowe's Companies Inc.
+2.25%
+$5,269.34 
AMAT Applied Materials, Inc.
+2.24%
+$6,382.81 
SMH VanEck Semiconductor ETF
+1.96%
+$12,454.23 
MLM Martin Marietta Materials, Inc.
+1.88%
+$11,729.07 
LRCX Lam Research Corporation
+1.82%
+$12,637.88 
RYT Invesco S&P 500 Equal Weight ETF
+1.8%
+$26,835.6 
HD The Home Depot, Inc.
+1.74%
+$10,877.46 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.7%
+$7,048.99 
AVGO Broadcom Inc.
+1.65%
+$4,548.56 
IBM International Business Machines Corporation
+1.59%
+$4,125.48 
THW abrdn World Healthcare Fund
+1.49%
+$3,074 
MOAT VanEck Morningstar Wide Moat Fund
+1.48%
+$10,737.08 
NVS Novartis AG Sponsored ADR
+1.38%
+$5,740.32 
F Ford Motor Company
+1.38%
+$3,924.26 
MDY SPDR S&P MidCap 400 ETF Trust
+1.36%
+$3,354.55 
ISRG Intuitive Surgical, Inc.
+1.34%
+$6,150 
NPWR Net Power Inc.
+1.33%
+$347.9 
GAB Gabelli Equity Trust Inc.
+1.32%
+$2,582.62 
VB Vanguard Small-Cap ETF
+1.32%
+$4,572.56 
MS Morgan Stanley
+1.18%
+$2,749.32 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$62,514.87 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
+1.11%
+$2,646.21 
HBAN Huntington Bancshares Incorporated
+1.09%
+$7,623.18 
IEFA iShares Core MSCI EAFE ETF
+1.09%
+$4,568.2 
VMC Vulcan Materials Company
+1.09%
+$6,830.77 
GPIQ Nasdaq 100 Core Premium Income ETF
+1.08%
+$3,120.15 
FENI Fidelity Enhanced International ETF
+1.06%
+$24,101.88 
EVN Eaton Vance Municipal Income Trust
+1.04%
+$1,142.9 
VHT Vanguard Health Care ETF
+1%
+$2,535.81 
IMCB iShares Morningstar Mid-Cap ETF
+0.95%
+$2,007.84 
BA Boeing Company
+0.95%
+$3,183.4 
IWF iShares Russell 1000 Growth ETF
+0.91%
+$32,744.32 
QQQI Neos NASDAQ-100 High Income ETF
+0.9%
+$2,961.56 
IGA Voya Global Advantage and Premium Opportunity Fund
+0.88%
+$926.1 
JNJ Johnson & Johnson
+0.88%
+$18,816.75 
BMY Bristol-Myers Squibb Company
+0.87%
+$3,347.12 
C Citigroup Inc.
+0.87%
+$2,921.79 
LMT Lockheed Martin Corporation
+0.87%
+$7,432.62 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.87%
+$1,454.05 
VWO Vanguard FTSE Emerging Markets ETF
+0.87%
+$1,992.12 
GOF Guggenheim Strategic Opportunities Fund
+0.85%
+$1,091.7 
IBIT iShares Bitcoin Trust
+0.85%
+$24,075.84 
MO Altria Group, Inc.
+0.85%
+$8,648.58 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.84%
+$4,937.34 
ABBV AbbVie Inc.
+0.83%
+$30,833.28 
FDX FedEx Corporation
+0.83%
+$2,868.4 
FOF Cohen & Steers Closed-End Opportunity Fund
+0.81%
+$2,605.9 
AMZN Amazon.com Inc
+0.8%
+$19,929.47 
VUG Vanguard Growth ETF
+0.8%
+$8,796.9 
DUK Duke Energy Corporation
+0.78%
+$7,082.14 
IYY iShares Dow Jones U.S. ETF
+0.76%
+$2,932.93 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$2,032.78 
PM Philip Morris International Inc.
+0.76%
+$11,060.36 
IWB iShares Russell 1000 ETF
+0.74%
+$2,511 
FTGS First Trust Growth Strength ETF
+0.73%
+$11,206.3 
ELV Elevance Health, Inc.
+0.73%
+$1,689.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$3,059.58 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.69%
+$52,147.31 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.67%
+$4,358 
VO Vanguard Mid-Cap ETF
+0.67%
+$2,609.2 
FPX First Trust US Equity Opportunities ETF
+0.66%
+$1,717.88 
MYI BlackRock MuniYield Quality Fund III, Inc.
+0.65%
+$2,320.15 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.65%
+$5,649.38 
GS The Goldman Sachs Group, Inc.
+0.64%
+$10,126.49 
SDY SPDR S&P Dividend ETF
+0.63%
+$3,767.9 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.62%
+$1,193.94 
IVV iShares Core S&P 500 ETF
+0.6%
+$285,791.91 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.6%
+$1,409.41 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$10,488 
FTQI First Trust Nasdaq BuyWrite Fund
+0.59%
+$1,757.6 
AGD Abrdn Global Dynamic Dividend Fund
+0.58%
+$2,144.8 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.56%
+$5,572 
DVY iShares Select Dividend ETF
+0.52%
+$17,596.17 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.52%
+$1,721.4 
VYM Vanguard High Dividend Yield ETF
+0.52%
+$24,788.55 
IVE ISHARES S&P 500 VALUE ETF
+0.5%
+$1,616.93 
PWB Invesco Large Cap Growth ETF
+0.48%
+$1,137.3 
FTOH Franklin Ohio Municipal Income ETF
+0.48%
+$404.32 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.45%
+$2,522.49 
CSCO Cisco Systems, Inc.
+0.45%
+$9,527.22 
VTV Vanguard Value ETF
+0.43%
+$5,967.8 
DGRO iShares Core Dividend Growth ETF
+0.42%
+$7,949.22 
DTD WisdomTree U.S. Total Dividend Fund
+0.41%
+$1,364.8 
SPMO Invesco S&P 500 Momentum ETF
+0.41%
+$3,953.41 
HGLB Highland Global Allocation Fund
+0.4%
+$703.65 
AEP American Electric Power Company, Inc.
+0.39%
+$844.27 
SPYI NEOS S&P 500 High Income ETF
+0.39%
+$1,095.15 
BGT BlackRock Floating Rate Income Trust
+0.37%
+$793.2 
VIG Vanguard Dividend Appreciation ETF
+0.34%
+$1,891.57 
FVD First Trust Value Line Dividend Index Fund
+0.34%
+$1,772.08 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.33%
+$975.18 
JPM JPMorgan Chase & Co.
+0.33%
+$11,071.8 
META Meta Platforms Inc Class A
+0.33%
+$15,530.49 
AAPL Apple Inc.
+0.29%
+$57,031.72 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.26%
+$1,225.27 
FTCS First Trust Capital Strength ETF
+0.26%
+$5,446.74 
BAC Bank of America Corporation
+0.25%
+$1,672.32 
HPF John Hancock Preferred Income Fund II
+0.25%
+$829.72 
KO The Coca-Cola Company
+0.24%
+$2,863.44 
VOE Vanguard Mid-Cap Value ETF
+0.23%
+$3,334.65 
FITB Fifth Third Bancorp
+0.22%
+$768.24 
FCOR Fidelity Corporate Bond ETF
+0.22%
+$1,822.8 
NUE Nucor Corporation
+0.21%
+$735.31 
HDV iShares Core High Dividend ETF
+0.21%
+$29,923.02 
DIS The Walt Disney Company
+0.2%
+$480.1 
AOD Abrdn Total Dynamic Dividend Fund
+0.19%
+$401 
AZN AstraZeneca PLC American Depositary Shares
+0.18%
+$343.35 
MRK Merck & Co., Inc.
+0.16%
+$1,793.69 
BSV Vanguard Short-Term Bond ETF
+0.14%
+$351.23 
VZ Verizon Communications Inc.
+0.13%
+$348.05 
RDVY First Trust Rising Dividend Achievers ETF
+0.12%
+$1,514.9 
XYLD Global X S&P 500 Covered Call ETF
+0.11%
+$246.42 
ETN Eaton Corporation plc
+0.11%
+$244.33 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$165.6 
PGR Progressive Corporation
+0.01%
+$45.45 
CMI Cummins Inc.
+0.01%
+$61.16 
MSFT Microsoft Corp.
+0.01%
+$362.19 
STX Seagate Technology Holdings plc
-4.73%
-$11,499.76 
MA Mastercard Incorporated
-2.29%
-$8,936.41 
V Visa Inc. Class A
-2.18%
-$25,581.93 
CAT Caterpillar Inc.
-1.72%
-$8,941.13 
VLO Valero Energy Corporation
-1.56%
-$5,056.35 
CVX Chevron Corporation
-1.42%
-$10,966.56 
XOM Exxon Mobil Corporation
-1.22%
-$29,101.36 
GE General Electric Company
-1.2%
-$2,529 
CINF Cincinnati Financial Corporation
-1.19%
-$5,408.05 
AMD Advanced Micro Devices, Inc.
-1.19%
-$3,375.59 
XLE Energy Select Sector SPDR Fund
-1.17%
-$5,700.44 
KR Kroger Co.
-1.03%
-$2,939.97 
NBIS Nebius Group N.V.
-1.01%
-$3,839.98 
GOOGL Alphabet Inc
-0.98%
-$51,842 
GOOG Alphabet Inc
-0.91%
-$30,064.75 
ED Consolidated Edison, Inc.
-0.9%
-$2,068.78 
CSX CSX Corporation
-0.87%
-$7,706.6 
PG Procter & Gamble Co
-0.82%
-$40,892.88 
UNP Union Pacific Corporation
-0.78%
-$2,148.29 
BRK-A Berkshire Hathaway Inc.
-0.75%
-$5,914 
EPD Enterprise Products Partners L.P.
-0.72%
-$1,666.49 
DAL Delta Air Lines, Inc.
-0.72%
-$2,832.72 
LCNB Lcnb Corporation
-0.7%
-$11,993.38 
IRM Iron Mountain Inc.
-0.67%
-$3,834.32 
MCD McDonald's Corporation
-0.64%
-$1,915.25 
LLY Eli Lilly and Company
-0.58%
-$2,407.85 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$17,121.33 
CAH Cardinal Health Inc.
-0.53%
-$7,206 
AXP American Express Company
-0.47%
-$2,515.22 
MU Micron Technology, Inc.
-0.44%
-$8,590.2 
WFC Wells Fargo & Company
-0.41%
-$907.74 
MPC Marathon Petroleum Corporation
-0.36%
-$4,849.16 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.34%
-$821.76 
XLF Financial Select Sector SPDR Fund
-0.33%
-$947.91 
WMT Walmart Inc.
-0.22%
-$659.75 
SO The Southern Company
-0.21%
-$1,083 
MCK McKesson Corporation
-0.21%
-$595.49 
COST Costco Wholesale Corporation
-0.14%
-$1,525.96 
PNC The PNC Financial Services Group, Inc.
-0.13%
-$261.11 
RTX RTX Corporation
-0.12%
-$430.11 
PAYX Paychex Inc.
-0.07%
-$564.84 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.05%
-$154.68 Events
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| Trades 1174 | Longs Won 866/1174 73% | Profit Factor 14.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $583,710.26 |
| Average Win $125,832.08 | Best Trade (Aug 08) $12.76M | Sharpe Ratio -13.23 |
| Average Loss -$24,503.69 | Worst Trade (Aug 08) -$661,300.15 | Z-Score 14.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 4d | Expectancy $86,391.35 |
| 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 | 10,204 | 9,184 | 8,163 | 7,143 | 6,122 | 5,102 | 4,082 | 3,061 | 2,041 | 1,020 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $4.23M, iShares Core High Dividend ETF - $1.54M, 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 $9.48M earned over time. The largest contributors to dividend income include iShares Core High Dividend ETF - $1.45M, iShares Core S&P 500 ETF - $1.18M, Procter & Gamble Co - $503,970.95, Vanguard High Dividend Yield ETF - $387,241.42, and iShares Select Dividend ETF - $381,573.43. 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.
