WBW
William B. Walkup & Associates Inc. Portfolio
Invests via William B. Walkup & Associates, Inc. | Managed by William B. Walkup, Christopher J. Walkup, Richard B. Newsome
Invests via William B. Walkup & Associates, Inc.
Managed by William B. Walkup, Christopher J. Walkup, Richard B. Newsome
Automatically Tracked
Company Profile
Established as a boutique professional services firm, the company provides advisory and operational support to institutional and high-net-worth clients, focusing on portfolio consulting, retirement-plan advisory and back-office solutions. William B. Walkup & Associates, Inc. positions itself as a specialized partner for fiduciaries seeking tailored governance, compliance and asset-allocation advice.
Established as a boutique professional services firm, the company provides advisory and operational support to institutional and high-net-worth clients, focusing on portfolio consulting, retirement-plan advisory and back-office solutions. William B. Walkup & Associates, Inc. positions itself as a specialized partner for fiduciaries seeking tailored governance, compliance and asset-allocation advice.
Investment Philosophy & Strategy
Serves institutional and high-net-worth clients with a fiduciary-centered investment approach emphasizing governance, liability-aware asset allocation and risk-controlled implementation. Focus is on customized portfolio construction for retirement plans and endowments, blending conservative core allocations with tactical sleeves to manage duration, liquidity and regulatory constraints. Capital deployment prioritizes low-cost instruments, manager selection discipline, transparent reporting and operational controls to align sponsor objectives with long-term return and liability-management goals.
Serves institutional and high-net-worth clients with a fiduciary-centered investment approach emphasizing governance, liability-aware asset allocation and risk-controlled implementation. Focus is on customized portfolio construction for retirement plans and endowments, blending conservative core allocations with tactical sleeves to manage duration, liquidity and regulatory constraints. Capital deployment prioritizes low-cost instruments, manager selection discipline, transparent reporting and operational controls to align sponsor objectives with long-term return and liability-management goals.
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:
40.86%
Gain -0.7%
Monthly
1.31%
Yearly
16.85%
Drawdown
12.98%
$220.62M
Equity
Holdings
$220.62M
Investment
$161.72M
$61.19M
Profit -$1.51M
Realized
$2.29M
Unrealized
$58.9M
Dividends
$7.36M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.7%
Profit
-$1.51M
Win %
69%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$960,075.91
Win %
69%
This Month
Compared to last month
Gain
0.63%
Profit
$1.38M
Win %
69%
This Year
Compared to last year
Gain
6.17%
Profit
$12.83M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$28,863.99 
GOOG Alphabet Inc
+6.88%
+$35,580.53 
PTEN Patterson-UTI Energy Inc.
+6.4%
+$154.35 
VRT Vertiv Holdings Co
+6.18%
+$140.7 
FTNT Fortinet Inc.
+4.99%
+$238.7 
RNG RingCentral Inc.
+4%
+$139.1 
FTI TechnipFMC plc
+3.98%
+$98.64 
YUMC Yum China Holdings Inc.
+3.68%
+$68.4 
CROX Crocs, Inc.
+3.52%
+$130.5 
AMKR Amkor Technology Inc.
+3.34%
+$127.19 
META Meta Platforms Inc Class A
+3.28%
+$353.6 
MTDR Matador Resources Company
+3.27%
+$66.36 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$5,857.31 
UHS Universal Health Services, Inc.
+3.15%
+$77.25 
ATI ATI Inc.
+3.05%
+$94.18 
MSFT Microsoft Corp.
+3.02%
+$64,967.35 
HTGC Hercules Capital Inc.
+3.01%
+$109.92 
NVDA NVIDIA Corporation
+2.93%
+$605.26 
STRL Sterling Infrastructure, Inc.
+2.76%
+$96.24 
APA APA Corporation
+2.73%
+$63.36 
MGY Magnolia Oil & Gas Corp.
+2.72%
+$61.2 
NTAP NetApp, Inc.
+2.6%
+$113 
PUMP ProPetro Holding Corp.
+2.59%
+$51.8 
PLAB Photronics Inc.
+2.4%
+$43.31 
HP Helmerich & Payne Inc.
+2.37%
+$25,188.8 
CVX Chevron Corporation
+2.35%
+$28,548.32 
BP BP p.l.c. Sponsored ADR
+2.26%
+$407 
UNFI United Natural Foods Inc.
+2.21%
+$66 
DVN Devon Energy Corporation
+2.17%
+$38,271.36 
JD JD.com Inc.
+2.17%
+$7 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$7,387.42 
LNG Cheniere Energy Inc.
+2.13%
+$49.59 
JBL Jabil Inc.
+2.12%
+$65.3 
TPL Texas Pacific Land Corporation
+2.11%
+$49.98 
CHTR Charter Communications Inc
+2.1%
+$35.76 
HII Huntington Ingalls Industries Inc.
+2.05%
+$12,209.24 
KEYS Keysight Technologies, Inc.
+2.04%
+$517.59 
OXY Occidental Petroleum Corporation
+2%
+$2,472.96 
KMT Kennametal Inc.
+1.95%
+$45.5 
HAL Halliburton Company
+1.93%
+$40.87 
FIX Comfort Systems USA, Inc.
+1.88%
+$63.7 
EPAM Epam Systems Inc.
+1.83%
+$34.2 
CRM Salesforce Inc
+1.83%
+$49.65 
ORCL Oracle Corporation
+1.81%
+$46.2 
HWM Howmet Aerospace Inc.
+1.8%
+$27,459.78 
HCA HCA Healthcare Inc.
+1.72%
+$4,630.79 
CINF Cincinnati Financial Corporation
+1.69%
+$8,307.17 
KMI Kinder Morgan, Inc.
+1.64%
+$67,463.76 
HPE Hewlett Packard Enterprise Company
+1.61%
+$15,004.68 
SONO Sonos Inc.
+1.59%
+$11.5 
HPQ HP Inc.
+1.53%
+$5,684.65 
VZ Verizon Communications Inc.
+1.52%
+$35,959 
LMT Lockheed Martin Corporation
+1.5%
+$13,083.08 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$36.4 
NOC Northrop Grumman Corporation
+1.43%
+$51,220.19 
GE General Electric Company
+1.42%
+$6,699.96 
CAH Cardinal Health Inc.
+1.3%
+$35.52 
AKAM Akamai Technologies Inc.
+1.26%
+$31.46 
COP ConocoPhillips
+1.22%
+$32,936.77 
SAIC Science Applications International Corporation Common Stock
+1.22%
+$36.66 
WFC Wells Fargo & Company
+1.19%
+$19,218.84 
AMAT Applied Materials, Inc.
+1.18%
+$41.3 
CHD Church & Dwight Co., Inc.
+1.16%
+$36.16 
ITW Illinois Tool Works Inc.
+1.15%
+$11,147.5 
TS Tenaris S.A.
+1.06%
+$27 
CW Curtiss-Wright Corporation
+1.02%
+$29.36 
ADBE Adobe Inc.
+1.01%
+$25.1 
AROC Archrock Inc.
+0.96%
+$23.12 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$30.48 
EQNR Equinor ASA Sponsored ADR
+0.91%
+$23.31 
IBM International Business Machines Corporation
+0.86%
+$8,352.34 
HAE Haemonetics Corporation
+0.85%
+$32.4 
GEV GE Vernova Inc.
+0.85%
+$2,484.69 
BCO Brink's Company
+0.83%
+$24.25 
MCD McDonald's Corporation
+0.82%
+$7,629.63 
THC Tenet Healthcare Corporation
+0.81%
+$1,469.85 
EMR Emerson Electric Co.
+0.79%
+$13,096.93 
MPC Marathon Petroleum Corporation
+0.76%
+$26.29 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,928.85 
MYRG Myr Group Inc.
+0.72%
+$21.42 
ENS EnerSys
+0.7%
+$19.5 
CAT Caterpillar Inc.
+0.7%
+$22.68 
BMY Bristol-Myers Squibb Company
+0.69%
+$3,183.3 
NOV Nov Inc.
+0.67%
+$17.55 
DOW Dow Inc.
+0.67%
+$1,811.8 
PLTR Palantir Technologies Inc.
+0.65%
+$145.6 
AA Alcoa Corporation
+0.65%
+$737.18 
SYY Sysco Corporation
+0.63%
+$9,248.5 
TER Teradyne, Inc.
+0.6%
+$17.6 
RJF Raymond James Financial Inc.
+0.58%
+$13,030.01 
MO Altria Group, Inc.
+0.57%
+$174.33 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$297 
GM General Motors Company
+0.52%
+$107.64 
DVA DaVita Inc.
+0.52%
+$20.91 
PSX Phillips 66
+0.51%
+$17,055.04 
Q Qnity Electronics Inc.
+0.51%
+$2,368.7 
FTRE Fortrea Holdings Inc.
+0.47%
+$793.44 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$4.64 
CSX CSX Corporation
+0.42%
+$5,698.98 
CASY Casey's General Stores Inc.
+0.4%
+$14 
PFE Pfizer Inc.
+0.4%
+$4,906.1 
VLO Valero Energy Corporation
+0.38%
+$89,295.22 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$17.55 
PG Procter & Gamble Co
+0.37%
+$186.56 
MCY Mercury General Corporation
+0.36%
+$11.31 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$186 
BAC Bank of America Corporation
+0.36%
+$3,309.68 
GBX Greenbrier Companies, Inc.
+0.35%
+$8.5 
TIGO Millicom International Cellular S.A.
+0.33%
+$10.23 
AZO AutoZone Inc.
+0.32%
+$60,364.04 
GD General Dynamics Corporation
+0.32%
+$102.48 
TTC The Toro Company
+0.32%
+$7.83 
MRK Merck & Co., Inc.
+0.32%
+$11,083.8 
KD Kyndryl Holdings Inc.
+0.3%
+$31.28 
JPM JPMorgan Chase & Co.
+0.27%
+$28,422.78 
MTCH Match Group, Inc.
+0.25%
+$8 
NRG NRG Energy, Inc.
+0.24%
+$38.08 
DK Delek US Holdings Inc.
+0.24%
+$9.6 
SO The Southern Company
+0.21%
+$471.6 
JNJ Johnson & Johnson
+0.21%
+$6,814.74 
T AT&T Inc.
+0.17%
+$1,347.2 
MS Morgan Stanley
+0.17%
+$7,665.88 
EHC Encompass Health Corporation
+0.16%
+$30.6 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$3,092.23 
CB Chubb Limited
+0.15%
+$13.25 
MTW Manitowoc Company Inc.
+0.14%
+$65.06 
PARR Par Pacific Holdings Inc.
+0.14%
+$4.92 
DELL Dell Technologies Inc.
+0.14%
+$8.4 
MMM 3M Company
+0.12%
+$14.28 
BDX Becton, Dickinson and Company
+0.1%
+$2.72 
C Citigroup Inc.
+0.1%
+$637.86 
NUE Nucor Corporation
+0.1%
+$5,292.52 
UCTT Ultra Clean Holdings, Inc.
+0.1%
+$3.2 
AFL Aflac Inc.
+0.09%
+$775.56 
WMT Walmart Inc.
+0.09%
+$7,366.35 
ABT Abbott Laboratories
+0.09%
+$1,003.86 
LE Lands' End Inc.
+0.08%
+$1.92 
AVNS Avanos Medical Inc.
+0.04%
+$0.23 
USFD US Foods Holding Corp
+0.04%
+$1.12 
DIS The Walt Disney Company
+0.03%
+$10.65 
AEG Aegon N.V.
0%
$0 
DXC Dxc Technology Co.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
OGN Organon & Co.
0%
$0 
WU Western Union Co.
-17.3%
-$40,485.2 
CTVA Corteva Inc.
-11.9%
-$43,614.89 
LEA Lear Corporation
-10.72%
-$329.49 
COIN Coinbase Global, Inc.
-10.59%
-$121.24 
FMC FMC Corporation
-9.47%
-$6,519.52 
AAPL Apple Inc.
-7.35%
-$86,163.28 
CLS Celestica Inc.
-6%
-$190.35 
LIN Linde plc
-5.95%
-$6,052 
MU Micron Technology, Inc.
-5.9%
-$1,548.9 
IP International Paper Company
-5.38%
-$788.8 
STRA Strategic Education Inc.
-3.62%
-$92.4 
CDE Coeur Mining, Inc.
-3.18%
-$66.15 
SIG Signet Jewelers Ltd.
-3.11%
-$89.4 
CI The Cigna Group
-2.99%
-$4,769.95 
PBA Pembina Pipeline Corporation
-2.97%
-$4,462.5 
CC Chemours Co.
-2.92%
-$2,285 
DECK Deckers Outdoor Corporation
-2.82%
-$70.25 
TOL Toll Brothers Inc
-2.76%
-$78.66 
IBKR Interactive Brokers Group Inc.
-2.75%
-$92.13 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$829.44 
QCOM QUALCOMM Incorporated
-2.63%
-$35,227.8 
ABBV AbbVie Inc.
-2.51%
-$164,286.24 
SBH Sally Beauty Holdings Inc.
-2.48%
-$69.16 
YUM Yum! Brands, Inc.
-2.37%
-$163.68 
BFH Bread Financial Holdings Inc.
-2.31%
-$84.15 
MTN Vail Resorts, Inc.
-2.25%
-$10.32 
PCG PG&E Corporation
-2.25%
-$1,170.4 
BA Boeing Company
-2.15%
-$3,846.07 
HE Hawaiian Electric Industries Inc.
-2.05%
-$54 
KHC The Kraft Heinz Company
-2.01%
-$80.03 
LH Labcorp Holdings Inc.
-2.01%
-$61,059.08 
GIS General Mills, Inc.
-1.84%
-$20.77 
UAL United Airlines Holdings, Inc.
-1.8%
-$11,843.53 
PHM PulteGroup Inc.
-1.76%
-$19,894.37 
DHI D.R. Horton, Inc.
-1.7%
-$42,397.58 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$220.48 
UNH UnitedHealth Group Incorporated
-1.68%
-$73,407.91 
LEN Lennar Corporation
-1.67%
-$3,067.4 
SOLV Solventum Corporation
-1.59%
-$17.94 
LRCX Lam Research Corporation
-1.58%
-$56.4 
NKE Nike, Inc. - Class B
-1.37%
-$58 
CLH Clean Harbors Inc.
-1.35%
-$38.43 
DD DuPont de Nemours, Inc.
-1.32%
-$4,130.8 
OPEN Opendoor Technologies Inc.
-1.31%
-$1.25 
DAL Delta Air Lines, Inc.
-1.3%
-$1,058 
LEN-B Lennar Corporation
-1.3%
-$9.54 
FCX Freeport-McMoRan Inc.
-1.28%
-$14,604.3 
SCCO Southern Copper Corporation
-1.24%
-$34.35 
F Ford Motor Company
-1.21%
-$5,800.5 
AAP Advance Auto Parts Inc.
-1.16%
-$230.1 
DE Deere & Company
-1.13%
-$19,658.77 
VTRS Viatris Inc.
-1.13%
-$350.8 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$4,365.14 
TXN Texas Instruments Inc
-1.08%
-$45.3 
LOW Lowe's Companies Inc.
-1.08%
-$23,197.15 
MCK McKesson Corporation
-1.08%
-$62,294.95 
DINO HF Sinclair Corporation
-1.05%
-$40.74 
INTC Intel Corporation
-1.02%
-$66,043.02 
COKE Coca-Cola Consolidated Inc.
-1.02%
-$27.02 
KO The Coca-Cola Company
-1.02%
-$13,711.5 
IBP Installed Building Products Inc.
-0.99%
-$22.2 
XOM Exxon Mobil Corporation
-0.97%
-$7,402.14 
MRP Millrose Properties Inc.
-0.85%
-$260.16 
SON Sonoco Products Co.
-0.81%
-$3,840.08 
D Dominion Energy, Inc.
-0.8%
-$1,908.48 
KMB Kimberly-Clark Corporation
-0.8%
-$166.32 
ALSN Allison Transmission Holdings Inc.
-0.78%
-$19.8 
UNM Unum Group
-0.76%
-$745.8 
ULTA Ulta Beauty Inc.
-0.76%
-$19.5 
CVS CVS Health Corporation
-0.75%
-$16,194.21 
ED Consolidated Edison, Inc.
-0.74%
-$204.12 
MZTI The Marzetti Company
-0.69%
-$2,646.24 
DUK Duke Energy Corporation
-0.67%
-$2,635.08 
MSCI MSCI Inc.
-0.61%
-$17.5 
WEC WEC Energy Group Inc.
-0.57%
-$250.74 
PRU Prudential Financial, Inc.
-0.56%
-$46.23 
WAB Wabtec Corporation
-0.55%
-$9.6 
COF Capital One Financial Corporation
-0.54%
-$47,144.96 
LLY Eli Lilly and Company
-0.53%
-$14,086.74 
MATX Matson Inc.
-0.52%
-$15.9 
PIPR Piper Sandler Companies
-0.5%
-$13.3 
VC Visteon Corporation
-0.49%
-$106.6 
ALL Allstate Corporation
-0.49%
-$32,089.52 
CF CF Industries Holdings, Inc.
-0.46%
-$11.02 
CPB The Campbell's Company
-0.45%
-$248.4 
G Genpact Ltd.
-0.45%
-$11.2 
TRV The Travelers Companies, Inc.
-0.43%
-$21,199.78 
DLX Deluxe Corporation
-0.42%
-$9.9 
HD The Home Depot, Inc.
-0.42%
-$26,912.18 
ABCB Ameris Bancorp
-0.41%
-$54 
BIO Bio-Rad Laboratories Inc.
-0.38%
-$2,298.94 
AXP American Express Company
-0.38%
-$622.3 
FDX FedEx Corporation
-0.37%
-$5,746.55 
DG Dollar General Corporation
-0.35%
-$7.2 
TFC Truist Financial Corporation
-0.33%
-$4,618.68 
EG Everest Group, Ltd.
-0.32%
-$9.68 
SLVM Sylvamo Corporation
-0.32%
-$3.6 
POWL Powell Industries Inc.
-0.3%
-$9.3 
CNP CenterPoint Energy Inc.
-0.26%
-$22 
MFC Manulife Financial Corporation
-0.25%
-$150.48 
A Agilent Technologies Inc.
-0.24%
-$1,044.51 
COST Costco Wholesale Corporation
-0.24%
-$6.84 
JBND JPMorgan Active Bond ETF
-0.21%
-$22.11 
NTRS Northern Trust Corporation
-0.17%
-$5.76 
ACI Albertsons Companies, Inc.
-0.17%
-$2.92 
EMN Eastman Chemical Company
-0.17%
-$4,741.32 
UGI UGI Corporation
-0.17%
-$33.6 
HLF Herbalife Ltd.
-0.16%
-$3.5 
SSNC SS&C Technologies Holdings Inc.
-0.15%
-$4.56 
CHH Choice Hotels International Inc.
-0.15%
-$1,141.89 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$13.52 
TIP iShares TIPS Bond ETF
-0.1%
-$26.84 
TTMI TTM Technologies, Inc.
-0.06%
-$1.82 Events
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Dividends
Dividend Analysis
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No Data
| Trades 835 | Longs Won 556/835 66% | Profit Factor 9.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $673,873.16 |
| Average Win $123,454.05 | Best Trade (Sep 14) $16.87M | Sharpe Ratio -10.07 |
| Average Loss -$26,694.88 | Worst Trade (Sep 14) -$1.32M | Z-Score 5.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 3d | Expectancy $73,284.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.06% |
| Consecutive Losing Trades | 8,264 | 7,438 | 6,612 | 5,785 | 4,959 | 4,132 | 3,306 | 2,479 | 1,653 | 826 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 3,072 | $398,223 | $425,072.64 | - | $26,849.64 | 6.74% | -0.245% |
| AA Alcoa Corporation | 2,542 | $101,200.27 | $115,050.92 | - | $13,850.65 | 13.69% | +0.645% |
| AAP Advance Auto Parts Inc. | 354 | $22,418.68 | $19,661.16 | - | -$2,757.52 | -12.3% | -1.157% |
| AAPL Apple Inc. | 3,514 | $866,559.26 | $1.09M | - | $218,950.48 | 25.27% | -7.354% |
| ABBV AbbVie Inc. | 25,392 | $4.42M | $6.37M | - | $1.95M | 44.2% | -2.513% |
| ABCB Ameris Bancorp | 150 | $7,553 | $13,081.5 | - | $5,528.5 | 73.2% | -0.411% |
| ABT Abbott Laboratories | 11,154 | $1.16M | $1.18M | - | $14,509.12 | 1.25% | +0.085% |
| ACI Albertsons Companies, Inc. | 146 | $1,975 | $1,690.68 | - | -$284.32 | -14.4% | -0.172% |
| ADBE Adobe Inc. | 10 | $2,050 | $2,504.1 | - | $454.1 | 22.15% | +1.013% |
| AEG Aegon N.V. | 2,094 | $12,836 | $19,767.36 | - | $6,931.36 | 54% | 0.0 |
| AFL Aflac Inc. | 6,463 | $616,360.43 | $823,903.24 | - | $207,542.81 | 33.67% | +0.094% |
| AKAM Akamai Technologies Inc. | 22 | $2,713 | $2,533.96 | - | -$179.04 | -6.6% | +1.257% |
| ALL Allstate Corporation | 24,684 | $4.08M | $6.52M | - | $2.44M | 59.7% | -0.49% |
| ALSN Allison Transmission Holdings Inc. | 22 | $2,480 | $2,519.88 | - | $39.88 | 1.61% | -0.78% |
| AMAT Applied Materials, Inc. | 7 | $5,061 | $3,553.69 | - | -$1,507.31 | -29.78% | +1.176% |
| AMKR Amkor Technology Inc. | 79 | $6,812 | $3,939.73 | - | -$2,872.27 | -42.16% | +3.336% |
| AMZN Amazon.com Inc | 800 | $190,672 | $217,263.99 | - | $26,591.99 | 13.95% | +15.321% |
| APA APA Corporation | 64 | $2,084 | $2,388.48 | - | $304.48 | 14.61% | +2.725% |
| AROC Archrock Inc. | 68 | $2,768 | $2,431.68 | - | -$336.32 | -12.15% | +0.96% |
| ATI ATI Inc. | 17 | $3,351 | $3,186.48 | - | -$164.52 | -4.91% | +3.046% |
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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 William B. Walkup & Associates Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Discover Financial Services - $1.54M, Valero Energy Corporation - $824,014.57, JPMorgan Chase & Co - $479,019.54, AbbVie Inc - $477,129.83, and The Home Depot, Inc - $391,048.91. 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: Capital One Financial Corporation - $640,722.36, FMC Corporation - $109,292.54, Western Union Co - $23,691.64, Dow Inc - $14,255.58, and The Campbell's Company - $13,555.12. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William B. Walkup & Associates Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.36M earned over time. The largest contributors to dividend income include Valero Energy Corporation - $766,732.28, AbbVie Inc - $381,350.07, JPMorgan Chase & Co - $379,887.2, The Home Depot, Inc - $364,155.2, and Kinder Morgan, Inc - $340,490.51. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William B. Walkup & Associates Inc.'s monthly returns?
William B. Walkup & Associates Inc.'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 William B. Walkup & Associates Inc.'s strategy be considered aggressive or moderate?
William B. Walkup & Associates Inc.'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 William B. Walkup & Associates Inc.'s strategy?
William B. Walkup & Associates Inc.'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.
