Manske Wealth Management Portfolio
Invests via Manske Wealth Management | Managed by Manske Wealth Management LLC
Invests via Manske Wealth Management
Managed by Manske Wealth Management LLC
Automatically Tracked
Company Profile
Regional independent wealth advisory firm focused on high-net-worth families and charitable clients, offering financial planning, investment management and retirement strategies. Manske Wealth Management emphasizes taxable-optimized portfolios, model-driven asset allocation and fee-based advisory relationships; typical clients are individuals, family offices and small institutions in the Midwest market.
Regional independent wealth advisory firm focused on high-net-worth families and charitable clients, offering financial planning, investment management and retirement strategies. Manske Wealth Management emphasizes taxable-optimized portfolios, model-driven asset allocation and fee-based advisory relationships; typical clients are individuals, family offices and small institutions in the Midwest market.
Investment Philosophy & Strategy
Focuses on tax-aware, model-driven wealth management for high-net-worth families, family offices and charitable clients, prioritizing after-tax returns and sustainable income. Portfolios emphasize diversified multi-asset allocations, low-cost ETFs and active tax-management techniques (tax-loss harvesting, municipal integration) with liability- and retirement-income planning baked into allocation decisions. Capital deployment favors durable, liquid instruments and broadly diversified strategies calibrated to risk capacity and intergenerational goals; advisory relationships are fiduciary, fee-based and long-term oriented.
Focuses on tax-aware, model-driven wealth management for high-net-worth families, family offices and charitable clients, prioritizing after-tax returns and sustainable income. Portfolios emphasize diversified multi-asset allocations, low-cost ETFs and active tax-management techniques (tax-loss harvesting, municipal integration) with liability- and retirement-income planning baked into allocation decisions. Capital deployment favors durable, liquid instruments and broadly diversified strategies calibrated to risk capacity and intergenerational goals; advisory relationships are fiduciary, fee-based and long-term oriented.
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:
1.03%
Gain
Monthly
0.06%
Yearly
0.66%
Drawdown
23.95%
$393.4M
Equity
Holdings
$393.4M
Investment
$316.91M
$79.09M
Profit -$1.49M
Realized
$2.59M
Unrealized
$76.5M
Dividends
$12.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.49M
Win %
74%
This Week
Compared To Last Week
Gain
0.56%
Profit
$2.19M
Win %
74%
This Month
Compared to last month
Gain
1.49%
Profit
$5.76M
Win %
74%
This Year
Compared to last year
Gain
10.45%
Profit
$37.21M
Win %
75%
STX Seagate Technology Holdings plc
+5.91%
+$50,634.47 
EQNR Equinor ASA Sponsored ADR
+3.62%
+$13,106.4 
ORCL Oracle Corporation
+3.09%
+$6,128.33 
E Eni S.p.A. Sponsored ADR
+2.71%
+$5,915 
TTE TotalEnergies SE
+2.45%
+$50,556.35 
GE General Electric Company
+2.35%
+$6,686.87 
CSCO Cisco Systems, Inc.
+2.32%
+$24,775.16 
UNH UnitedHealth Group Incorporated
+2.23%
+$20,664.16 
DELL Dell Technologies Inc.
+2.12%
+$15,564.63 
LYB LyondellBasell Industries N.V.
+2.08%
+$55,004.64 
SHEL Shell plc
+1.84%
+$29,680.85 
NGG National Grid plc Sponsored ADR
+1.79%
+$18,325.36 
SWKS Skyworks Solutions Inc.
+1.79%
+$3,957.26 
DOW Dow Inc.
+1.64%
+$5,375.04 
F Ford Motor Company
+1.62%
+$25,801.4 
CNQ Canadian Natural Resources Limited
+1.56%
+$5,355.31 
XOM Exxon Mobil Corporation
+1.52%
+$81,699.53 
CVX Chevron Corporation
+1.35%
+$27,128.72 
APA APA Corporation
+1.33%
+$4,184.18 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+1.3%
+$30,121.19 
PSX Phillips 66
+1.27%
+$6,334.18 
JNJ Johnson & Johnson
+1.24%
+$8,149.9 
VLO Valero Energy Corporation
+1.18%
+$21,490.64 
BP BP p.l.c. Sponsored ADR
+1.14%
+$13,141.67 
CAT Caterpillar Inc.
+1.13%
+$8,686.35 
MO Altria Group, Inc.
+1.11%
+$9,864.99 
DVN Devon Energy Corporation
+1.09%
+$7,002.53 
VTR Ventas Inc.
+1.08%
+$5,835.32 
ABBV AbbVie Inc.
+0.95%
+$4,532.32 
EPD Enterprise Products Partners L.P.
+0.92%
+$9,098.6 
PGR Progressive Corporation
+0.88%
+$2,123.94 
CM Canadian Imperial Bank of Commerce
+0.84%
+$14,688 
COP ConocoPhillips
+0.8%
+$3,968.1 
PM Philip Morris International Inc.
+0.77%
+$9,560.88 
WELL Welltower Inc.
+0.77%
+$7,506.62 
EMR Emerson Electric Co.
+0.77%
+$1,646.71 
LLY Eli Lilly and Company
+0.77%
+$5,408.69 
CVS CVS Health Corporation
+0.75%
+$28,999.2 
BMY Bristol-Myers Squibb Company
+0.73%
+$10,360.49 
DWX SPDR S&P International Dividend ETF
+0.72%
+$4,654.28 
ET Energy Transfer L.P.
+0.69%
+$12,902.23 
RTX RTX Corporation
+0.66%
+$3,681.63 
PRU Prudential Financial, Inc.
+0.64%
+$3,776.44 
BHP BHP Group Ltd.
+0.64%
+$6,665.65 
MPC Marathon Petroleum Corporation
+0.63%
+$6,514.2 
CAH Cardinal Health Inc.
+0.54%
+$1,769.84 
MAIN Main Street Capital Corporation
+0.51%
+$1,482 
IDV iShares International Select Dividend ETF
+0.49%
+$12,140.31 
HAL Halliburton Company
+0.46%
+$1,575.19 
LMT Lockheed Martin Corporation
+0.45%
+$1,777.04 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.42%
+$4,733.76 
PWR Quanta Services Inc.
+0.41%
+$2,396.16 
MRK Merck & Co., Inc.
+0.32%
+$5,210.69 
PAA Plains All American Pipeline, L.P.
+0.32%
+$2,623.28 
AVGO Broadcom Inc.
+0.25%
+$2,509.87 
PK Park Hotels & Resorts Inc.
+0.24%
+$620.37 
CWB SPDR Bloomberg Convertible Securities ETF
+0.24%
+$4,211.04 
BNS Bank of Nova Scotia
+0.22%
+$694.2 
MCK McKesson Corporation
+0.21%
+$655.67 
AMD Advanced Micro Devices, Inc.
+0.11%
+$1,090.98 
WSM Williams-Sonoma, Inc.
+0.09%
+$495.36 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.09%
+$184.53 
JPM JPMorgan Chase & Co.
+0.09%
+$1,820.49 
BND Vanguard Total Bond Market Index Fund
+0.08%
+$194.92 
DOC Healthpeak Properties, Inc.
+0.07%
+$291.33 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.07%
+$3,384.82 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.05%
+$1,510.68 
TD The Toronto-Dominion Bank
+0.04%
+$255.05 
RIO Rio Tinto Plc Sponsored ADR
+0.01%
+$366.25 
BAC Bank of America Corporation
0%
$0 
CCLD CareCloud Inc.
0%
$0 
CUK Carnival plc
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FT Franklin Universal Trust
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-7.02%
-$12,533.22 
SKM SK Telecom Co., Ltd.
-3.78%
-$15,134.4 
KO The Coca-Cola Company
-3.71%
-$12,653.55 
BTBT Bit Digital, Inc.
-3.06%
-$540 
GSK GSK plc Sponsored ADR
-2.76%
-$56,117.89 
OMC Omnicom Group Inc.
-2.52%
-$15,957.24 
DPZ Domino's Pizza Inc.
-2.48%
-$4,908.01 
PSKY Paramount Skydance Corporation Class B Common Stock
-2.46%
-$2,282.62 
IBM International Business Machines Corporation
-2.42%
-$17,636.86 
LOW Lowe's Companies Inc.
-2.35%
-$4,455.16 
WMB The Williams Companies, Inc.
-2.26%
-$5,729.1 
META Meta Platforms Inc Class A
-2.23%
-$16,150.68 
SBUX Starbucks Corporation
-2.14%
-$11,405.12 
STLA Stellantis N.V.
-2.1%
-$16,856.5 
CPB The Campbell's Company
-2.01%
-$6,604.78 
NVO Novo Nordisk A/S Sponsored ADR
-1.98%
-$17,516.46 
V Visa Inc. Class A
-1.98%
-$13,912.92 
GOOG Alphabet Inc
-1.96%
-$212,319.44 
GOOGL Alphabet Inc
-1.96%
-$22,460.16 
SLG SL Green Realty Corp.
-1.95%
-$12,209.89 
HMC Honda Motor Co., Ltd.
-1.86%
-$7,926.02 
DEO Diageo plc Sponsored ADR
-1.85%
-$11,221.16 
MA Mastercard Incorporated
-1.83%
-$13,916.78 
PEP PepsiCo, Inc.
-1.82%
-$4,621.74 
BEN Franklin Resources Inc.
-1.8%
-$6,382.8 
TSLA Tesla, Inc.
-1.79%
-$28,146.99 
MSFT Microsoft Corp.
-1.78%
-$112,654.16 
MCD McDonald's Corporation
-1.77%
-$3,602.4 
CLX The Clorox Company
-1.75%
-$4,904.55 
MGA Magna International Inc.
-1.72%
-$5,462.44 
SHW The Sherwin-Williams Company
-1.65%
-$8,321.65 
HD The Home Depot, Inc.
-1.64%
-$18,547.76 
GIS General Mills, Inc.
-1.61%
-$27,946.25 
AXP American Express Company
-1.58%
-$4,320.43 
BCS Barclays PLC Sponsored ADR
-1.58%
-$15,918.09 
ACN Accenture plc Class A
-1.54%
-$3,840.06 
VNO Vornado Realty Trust
-1.51%
-$11,453.15 
GS The Goldman Sachs Group, Inc.
-1.5%
-$5,632.06 
XLC Communication Services Select Sector SPDR Fund
-1.45%
-$3,512.65 
GRFS Grifols, S.A. American Depositary Receipt
-1.39%
-$1,180.21 
TXN Texas Instruments Inc
-1.36%
-$7,190.19 
CAG Conagra Brands Inc.
-1.35%
-$3,901.95 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
-1.34%
-$8,996.83 
IP International Paper Company
-1.32%
-$11,127.5 
BTI British American Tobacco p.l.c. ADR
-1.31%
-$53,437.72 
BUD Anheuser-Busch InBev S.A. ADR
-1.3%
-$10,507.78 
C Citigroup Inc.
-1.25%
-$43,314.41 
CMCSA Comcast Corp
-1.25%
-$15,787.5 
TROW T. Rowe Price Group, Inc.
-1.22%
-$19,857.75 
ARKW ARK Next Generation Internet ETF
-1.2%
-$9,634.37 
PPL PPL Corporation
-1.18%
-$3,621.89 
COST Costco Wholesale Corporation
-1.12%
-$3,642.97 
BX Blackstone Inc.
-1.09%
-$4,247.31 
TAP Molson Coors Beverage Company
-1.05%
-$4,861.12 
KHC The Kraft Heinz Company
-1.05%
-$18,577.62 
TM Toyota Motor Corporation
-1.03%
-$3,554.46 
BLK BlackRock, Inc.
-1%
-$4,347.1 
FDX FedEx Corporation
-0.95%
-$3,648.06 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.94%
-$4,854.85 
LIN Linde plc
-0.92%
-$2,571.63 
PUK Prudential plc ADR
-0.91%
-$10,611.38 
NVDA NVIDIA Corporation
-0.87%
-$42,902.76 
TFC Truist Financial Corporation
-0.84%
-$2,776.8 
AAPL Apple Inc.
-0.82%
-$262,869.93 
PNC The PNC Financial Services Group, Inc.
-0.8%
-$3,162 
EXC Exelon Corporation
-0.77%
-$2,315.52 
GAL SPDR SSGA Global Allocation ETF
-0.76%
-$94,435.08 
T AT&T Inc.
-0.75%
-$22,322.69 
QQQ Invesco QQQ Trust, Series 1
-0.74%
-$35,915.28 
DG Dollar General Corporation
-0.73%
-$3,390.78 
SCHC Schwab International Small-Cap Equity ETF
-0.73%
-$22,521.1 
TSN Tyson Foods Inc.
-0.73%
-$1,871.94 
INTC Intel Corporation
-0.72%
-$21,788.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.69%
-$2,328.75 
DUK Duke Energy Corporation
-0.67%
-$1,906.55 
VZ Verizon Communications Inc.
-0.67%
-$25,098.31 
UL Unilever PLC Sponsored American Depositary Receipt
-0.67%
-$2,958.06 
ED Consolidated Edison, Inc.
-0.67%
-$1,732.5 
PG Procter & Gamble Co
-0.67%
-$3,197.66 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$1,587.89 
KMB Kimberly-Clark Corporation
-0.64%
-$3,253.6 
WMT Walmart Inc.
-0.64%
-$4,933.34 
GILD Gilead Sciences Inc.
-0.61%
-$7,135.91 
ORLY O'Reilly Automotive Inc.
-0.6%
-$3,118.2 
RSP Invesco S&P 500 Equal Weight ETF
-0.6%
-$11,792.25 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.6%
-$3,589.25 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.59%
-$28,702.12 
IVV iShares Core S&P 500 ETF
-0.59%
-$4,676.94 
VOO Vanguard S&P 500 ETF
-0.58%
-$6,816 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$13,283.51 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.56%
-$756.47 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.56%
-$3,637.26 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$371,002.14 
ES Eversource Energy
-0.53%
-$5,224.66 
VEU Vanguard FTSE All-World ex-US ETF
-0.52%
-$5,955.07 
MS Morgan Stanley
-0.51%
-$2,377.76 
ETR Entergy Corporation
-0.51%
-$3,412.89 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
-0.49%
-$37,103.28 
EIX Edison International
-0.47%
-$6,894.95 
SO The Southern Company
-0.45%
-$1,996.06 
KVUE Kenvue Inc.
-0.45%
-$1,538.24 
IJH iShares Core S&P Mid-Cap ETF
-0.44%
-$1,201.64 
USA Liberty All Star Equity Fund
-0.43%
-$462.98 
VIG Vanguard Dividend Appreciation ETF
-0.43%
-$2,039.4 
MMM 3M Company
-0.43%
-$9,491.64 
SPG Simon Property Group, Inc.
-0.4%
-$3,646.28 
AMZN Amazon.com Inc
-0.4%
-$50,842.44 
SNY Sanofi American Depositary Receipt
-0.39%
-$1,838.04 
O Realty Income Corporation
-0.36%
-$2,728.32 
VNQ Vanguard Real Estate ETF
-0.32%
-$1,470.08 
UPS United Parcel Service, Inc.
-0.3%
-$7,686 
USB U.S. Bancorp
-0.29%
-$8,868.16 
KIM Kimco Realty Corporation
-0.29%
-$1,357.2 
XLRE The Real Estate Select Sector SPDR Fund
-0.28%
-$6,685.25 
QCOM QUALCOMM Incorporated
-0.27%
-$2,055.76 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.25%
-$37,750.96 
VGT Vanguard Information Technology ETF
-0.24%
-$864 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.21%
-$2,226.54 
TGT Target Corporation
-0.21%
-$1,969.97 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.2%
-$4,201.1 
BRK-B Berkshire Hathaway Inc.
-0.18%
-$1,305.85 
SCHF Schwab International Equity ETF
-0.18%
-$745.05 
SLB Schlumberger Limited
-0.18%
-$1,443.13 
D Dominion Energy, Inc.
-0.17%
-$629.25 
BWA BorgWarner Inc.
-0.13%
-$815.36 
JPIB JPMorgan International Bond ETF
-0.12%
-$7,146.12 
PFE Pfizer Inc.
-0.08%
-$1,074.48 
BNDX Vanguard Total International Bond ETF
-0.06%
-$1,626.42 
HSBC HSBC Holdings plc Sponsored ADR
-0.06%
-$254.88 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.06%
-$854.88 
INKM SPDR SSgA Income Allocation ETF
-0.06%
-$1,864.34 
REET iShares Global REIT ETF
-0.05%
-$1,832.03 
YLD Principal Active High Yield ETF
-0.05%
-$1,777.32 
PGX Invesco Preferred ETF
-0.05%
-$3,322.05 
WFC Wells Fargo & Company
-0.04%
-$387.24 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.04%
-$1,748.85 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.03%
-$61.14 
VTV Vanguard Value ETF
-0.02%
-$55.44 
OKE ONEOK, Inc.
-0.02%
-$78.21 Events
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Dividends
Dividend Analysis
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| Trades 1051 | Longs Won 787/1051 74% | Profit Factor 13.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $465,411.91 |
| Average Win $108,834.35 | Best Trade (Jul 13) $10.05M | Sharpe Ratio -9.89 |
| Average Loss -$24,846.89 | Worst Trade (Jul 10) -$504,480.46 | Z-Score 18.31 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 6d | Expectancy $75,255.05 |
| 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 | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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