DH
David Hunter Portfolio
Invests via Horizons Wealth Management | Managed by David Hunter
Invests via Horizons Wealth Management
Managed by David Hunter
Automatically Tracked
David Hunter Profile
With a robust background in economic analysis, David Hunter stands out as a prominent figure in investment circles. His extensive career spans several decades and includes key roles where he has leveraged his insights to inform both corporate strategy and market positioning. Having built a reputation for deep understanding of macroeconomic trends, he is often consulted by organizations looking to navigate complex financial environments. Hunter's involvement with various investment initiatives highlights his ability to bridge analytical rigor with practical execution, making him an invaluable resource within capital markets.
With a robust background in economic analysis, David Hunter stands out as a prominent figure in investment circles. His extensive career spans several decades and includes key roles where he has leveraged his insights to inform both corporate strategy and market positioning. Having built a reputation for deep understanding of macroeconomic trends, he is often consulted by organizations looking to navigate complex financial environments. Hunter's involvement with various investment initiatives highlights his ability to bridge analytical rigor with practical execution, making him an invaluable resource within capital markets.
Investment Philosophy & Strategy
Informed by a profound grasp of macroeconomic dynamics, David Hunter pursues investments that capitalize on shifts in market cycles and economic indicators. His strategic decision-making often reflects a synthesis of analytical prowess and hands-on implementation, fostering value creation through meticulous research. Driven by an acute awareness of prevailing market conditions, he seeks opportunities across diverse sectors where economic signals point to potential growth or mispricing. Hunter’s investment focus is inherently flexible, adapting strategies to align with emerging trends while safeguarding against systemic risks.
Informed by a profound grasp of macroeconomic dynamics, David Hunter pursues investments that capitalize on shifts in market cycles and economic indicators. His strategic decision-making often reflects a synthesis of analytical prowess and hands-on implementation, fostering value creation through meticulous research. Driven by an acute awareness of prevailing market conditions, he seeks opportunities across diverse sectors where economic signals point to potential growth or mispricing. Hunter’s investment focus is inherently flexible, adapting strategies to align with emerging trends while safeguarding against systemic risks.
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:
21.86%
Gain +0.31%
Monthly
0.48%
Yearly
5.89%
Drawdown
11.65%
$159.83M
Equity
Holdings
$159.83M
Investment
$127.86M
$36.55M
Profit +$551,130.44
Realized
$4.59M
Unrealized
$31.96M
Dividends
$16.09M
Goals
Avg. 96% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.31%
Profit
$551,130.44
Win %
72%
This Week
Compared To Last Week
Gain
0.22%
Profit
$352,304.17
Win %
72%
This Month
Compared to last month
Gain
-0.19%
Profit
-$298,976.5
Win %
72%
This Year
Compared to last year
Gain
4.62%
Profit
$7.09M
Win %
72%
INTC Intel Corporation
+6.48%
+$3,251.82 
PRIM Primoris Services Corporation
+4.39%
+$16,500.4 
ANET Arista Networks, Inc.
+4.38%
+$5,480 
CCL Carnival Corporation Ltd.
+3.7%
+$104 
T AT&T Inc.
+2.48%
+$130.53 
YUMC Yum China Holdings Inc.
+2.41%
+$276.15 
JPM JPMorgan Chase & Co.
+2.3%
+$901.87 
STAG Stag Industrial Inc.
+2.03%
+$4.62 
TFC Truist Financial Corporation
+1.94%
+$840.21 
ACN Accenture plc Class A
+1.63%
+$81.9 
LIN Linde plc
+1.58%
+$56.91 
BLK BlackRock, Inc.
+1.56%
+$47.49 
DE Deere & Company
+1.53%
+$915.6 
BAC Bank of America Corporation
+1.52%
+$2,096.64 
DAL Delta Air Lines, Inc.
+1.5%
+$93.48 
CAT Caterpillar Inc.
+1.48%
+$3,316.68 
MET MetLife Inc.
+1.45%
+$246.38 
TXN Texas Instruments Inc
+1.36%
+$72.99 
ABBV AbbVie Inc.
+1.3%
+$151.58 
C Citigroup Inc.
+1.27%
+$495.25 
DVY iShares Select Dividend ETF
+1.19%
+$669.6 
IWN iShares Russell 2000 Value ETF
+1.17%
+$253 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$3,321.95 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.13%
+$1,228.54 
CI The Cigna Group
+1.12%
+$311.14 
IWS iShares Russell Mid-Cap Value ETF
+1.12%
+$504.99 
DRLL Strive U.S. Energy ETF
+1.04%
+$7.07 
ORLY O'Reilly Automotive Inc.
+1.02%
+$151.8 
IWD iShares Russell 1000 Value ETF
+1.02%
+$61.12 
NNN NNN REIT, Inc.
+1.02%
+$458.25 
IJR iShares Core S&P Small-Cap ETF
+1%
+$9,430.29 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.98%
+$46.44 
EES WisdomTree U.S. SmallCap Fund
+0.98%
+$536.64 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$88.56 
VO Vanguard Mid-Cap ETF
+0.97%
+$119,263.3 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$276.54 
EZM WisdomTree U.S. MidCap Fund
+0.96%
+$881.6 
XLRE The Real Estate Select Sector SPDR Fund
+0.96%
+$21,541.28 
VNQ Vanguard Real Estate ETF
+0.95%
+$108,334.15 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$2,150.16 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$6,791.67 
ICLN iShares Global Clean Energy ETF
+0.92%
+$388.55 
IYR iShares U.S. Real Estate ETF
+0.91%
+$121.26 
IWM iShares Russell 2000 ETF
+0.9%
+$1,299.52 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$375.3 
ICF iShares Cohen & Steers Realty Majors ETF
+0.82%
+$6,817.29 
SDY SPDR S&P Dividend ETF
+0.82%
+$1,049.75 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$3,845.16 
SLV iShares Silver Trust
+0.77%
+$307.38 
CHKP Check Point Software Technologies Ltd.
+0.76%
+$20.68 
VOT Vanguard Mid-Cap Growth ETF
+0.75%
+$430.95 
CFO VictoryShares US 500 Enhanced ETF
+0.73%
+$763.12 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$5,265.84 
HD The Home Depot, Inc.
+0.73%
+$489.95 
VB Vanguard Small-Cap ETF
+0.73%
+$86,833.8 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$821.64 
UNH UnitedHealth Group Incorporated
+0.71%
+$289.5 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$3,326.56 
COST Costco Wholesale Corporation
+0.68%
+$166.5 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.68%
+$5,080.59 
PHO Invesco Water Resources ETF
+0.68%
+$45 
YUM Yum! Brands, Inc.
+0.65%
+$149 
VOOV Vanguard S&P 500 Value ETF
+0.64%
+$877.02 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$3,449.6 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$2,124.53 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$3,916.14 
VGT Vanguard Information Technology ETF
+0.6%
+$431.2 
ACGL Arch Capital Group Ltd
+0.58%
+$144.69 
IVV iShares Core S&P 500 ETF
+0.58%
+$5,297.61 
VOO Vanguard S&P 500 ETF
+0.58%
+$3,316.94 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$295.26 
IWV ISHARES RUSSELL 3000 ETF
+0.56%
+$286.7 
IWB iShares Russell 1000 ETF
+0.55%
+$377.4 
GOOGL Alphabet Inc
+0.53%
+$3,877.3 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$297 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.52%
+$369.36 
VTWG Vanguard Russell 2000 Growth ETF
+0.49%
+$138.27 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$85,131.75 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$681.72 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$82.95 
GOOG Alphabet Inc
+0.45%
+$608 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+0.44%
+$377.72 
WBD Warner Bros. Discovery, Inc.
+0.41%
+$7.81 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$81.4 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$339.69 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$53,137.25 
EFA iShares MSCI EAFE ETF
+0.31%
+$7,877.44 
VPL Vanguard FTSE Pacific ETF
+0.31%
+$85.4 
WM Waste Management, Inc.
+0.29%
+$31.36 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$72.21 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.27%
+$511.56 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$70.62 
TRV The Travelers Companies, Inc.
+0.2%
+$503.44 
VGK Vanguard FTSE Europe ETF
+0.17%
+$47.9 
BNDX Vanguard Total International Bond ETF
+0.17%
+$9,110.56 
CEFS Saba Capital Income & Opportunities ETF
+0.16%
+$17.32 
NVDA NVIDIA Corporation
+0.14%
+$364.32 
AOK iShares Core Conservative Allocation ETF
+0.11%
+$7.02 
CB Chubb Limited
+0.1%
+$95.88 
MSFT Microsoft Corp.
+0.1%
+$195.2 
KO The Coca-Cola Company
+0.1%
+$30.56 
IAU iShares Gold Trust
+0.09%
+$123.2 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.06%
+$160.25 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$219.6 
IQLT iShares MSCI International Quality Factor ETF
+0.06%
+$83.01 
ORCL Oracle Corporation
+0.05%
+$6.48 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$524.93 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.04%
+$1,193.56 
IWP iShares Russell Mid-Cap Growth ETF
+0.04%
+$21.3 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$504.75 
HYXF iShares ESG Advanced High Yield Fund
+0.03%
+$17.28 
IBTI iShares iBonds Dec 2028 Term ETF
+0.02%
+$257.71 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$56.38 
SCHP Schwab U.S. TIPS ETF
+0.02%
+$254.28 
MCD McDonald's Corporation
+0.01%
+$0.26 
TIP iShares TIPS Bond ETF
+0.01%
+$283.82 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 
BSJR Invesco Bulletshares 2027 High Yield Fund
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$9,447.1 
AAPL Apple Inc.
-1.52%
-$12,690 
MRK Merck & Co., Inc.
-1.41%
-$508.09 
AMZN Amazon.com Inc
-1.21%
-$4,283.65 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-1.2%
-$219.45 
IBM International Business Machines Corporation
-0.97%
-$93.45 
AVGO Broadcom Inc.
-0.94%
-$181 
ITA iShares U.S. Aerospace & Defense ETF
-0.85%
-$494 
ETN Eaton Corporation plc
-0.55%
-$109 
SYY Sysco Corporation
-0.5%
-$14.8 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
-0.46%
-$24,796.8 
AKRE Akre Focus ETF
-0.46%
-$10 
BHF Brighthouse Financial Inc.
-0.36%
-$5.52 
DHR Danaher Corporation
-0.36%
-$8.45 
RTX RTX Corporation
-0.34%
-$51.03 
DIS The Walt Disney Company
-0.3%
-$7.62 
BITW Bitwise 10 Crypto Index Fund
-0.28%
-$64.17 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.26%
-$1,292.22 
META Meta Platforms Inc Class A
-0.26%
-$66.7 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.24%
-$58.27 
BLV Vanguard Long-Term Bond ETF
-0.2%
-$5,043.22 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$1,551.81 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$6,999.92 
BSMV Invesco BulletShares 2031 Municipal Bond ETF
-0.11%
-$279.83 
LOW Lowe's Companies Inc.
-0.1%
-$89.54 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.09%
-$71.84 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.09%
-$3,479.07 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.09%
-$166.77 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
-0.09%
-$497.13 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$736.42 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.08%
-$352.36 
OGN Organon & Co.
-0.07%
-$0.42 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.07%
-$57.15 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.07%
-$357.15 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.06%
-$52.11 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.06%
-$2,169.13 
IBIT iShares Bitcoin Trust
-0.06%
-$31.06 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.05%
-$650.43 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.04%
-$228.63 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.03%
-$1,140.97 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$1,071.12 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$986.08 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$34.88 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$26.73 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$236.61 
BSJU Invesco BulletShares 2030 High Yield Fund
-0.02%
-$7.14 Events
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Dividends
Dividend Analysis
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| Trades 1201 | Longs Won 827/1201 68% | Profit Factor 15.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $292,611.92 |
| Average Win $47,218.74 | Best Trade (Jun 12) $6.11M | Sharpe Ratio -11.28 |
| Average Loss -$6,683.43 | Worst Trade (Jun 11) -$311,986.66 | Z-Score 9.32 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2w 4d | Expectancy $30,433.21 |
| 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 | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
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Returns
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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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