Kaufman Rossin Wealth LLC Portfolio
Invests via Kaufman Rossin Wealth LLC | Managed by Maria E. Socarras
Invests via Kaufman Rossin Wealth LLC
Managed by Maria E. Socarras
Automatically Tracked
Company Profile
Provides boutique wealth management and family-office services focused on high-net-worth clients, tax-aware planning and investment solutions, operating as Kaufman Rossin Wealth LLC. Services include portfolio management across equities, fixed income and alternative strategies, financial planning, trust and fiduciary services, and coordinated tax-advisory integration for institutional and private clients.
Provides boutique wealth management and family-office services focused on high-net-worth clients, tax-aware planning and investment solutions, operating as Kaufman Rossin Wealth LLC. Services include portfolio management across equities, fixed income and alternative strategies, financial planning, trust and fiduciary services, and coordinated tax-advisory integration for institutional and private clients.
Investment Philosophy & Strategy
Provides boutique wealth management and family-office services focused on high-net-worth clients, tax-aware planning and investment solutions, operating as Kaufman Rossin Wealth LLC. Services include portfolio management across equities, fixed income and alternative strategies, financial planning, trust and fiduciary services, and coordinated tax-advisory integration for institutional and private clients.
Provides boutique wealth management and family-office services focused on high-net-worth clients, tax-aware planning and investment solutions, operating as Kaufman Rossin Wealth LLC. Services include portfolio management across equities, fixed income and alternative strategies, financial planning, trust and fiduciary services, and coordinated tax-advisory integration for institutional and private clients.
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:
55.24%
Gain -0.29%
Monthly
2.4%
Yearly
33.06%
Drawdown
19.33%
$211.66M
Equity
Holdings
$211.66M
Investment
$162.99M
$56.65M
Profit -$463,942.95
Realized
$7.97M
Unrealized
$48.68M
Dividends
$4.2M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.29%
Profit
-$463,942.95
Win %
82%
This Week
Compared To Last Week
Gain
0.51%
Profit
$1.07M
Win %
82%
This Month
Compared to last month
Gain
0.81%
Profit
$1.71M
Win %
82%
This Year
Compared to last year
Gain
0.13%
Profit
$266,072.89
Win %
82%
FFIE Faraday Future Intelligent Electric Inc.
+25.07%
+$5,309.95 
ABBV AbbVie Inc.
+4.21%
+$10,814.56 
AWK American Water Works Company, Inc.
+3.96%
+$7,976.94 
DINO HF Sinclair Corporation
+3.47%
+$16,406.58 
TPR Tapestry Inc.
+2.8%
+$13,377.75 
ULTA Ulta Beauty Inc.
+2.73%
+$7,263.11 
WMT Walmart Inc.
+2.15%
+$4,760.14 
CB Chubb Limited
+1.85%
+$3,762.26 
AAPL Apple Inc.
+1.76%
+$73,399.68 
TOL Toll Brothers Inc
+1.71%
+$8,321.12 
FDX FedEx Corporation
+1.52%
+$5,764.67 
LLY Eli Lilly and Company
+1.08%
+$3,323.1 
DAL Delta Air Lines, Inc.
+0.86%
+$3,068.78 
OSK Oshkosh Corporation
+0.81%
+$3,092.81 
PNC The PNC Financial Services Group, Inc.
+0.41%
+$1,425.91 
DVN Devon Energy Corporation
+0.23%
+$847.3 
GM General Motors Company
+0.1%
+$658.16 
BYND Beyond Meat Inc.
+0.05%
+$33.77 
ORCL Oracle Corporation
+0.03%
+$65.87 
CAG Conagra Brands Inc.
+0.03%
+$43.34 
ADBE Adobe Inc.
0%
$0 
AMC AMC Entertainment Holdings, Inc.
0%
$0 
APH Amphenol Corporation
0%
$0 
AVDV Avantis International Small Cap Value ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFNM Dimensional National Municipal Bond ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DIHP Dimensional International High Profitability Portfolio
0%
$0 
DISV Dimensional International Small Cap Equity Fund
0%
$0 
DUHP Dimensional US High Profitability ETF
0%
$0 
EFAV iShares MSCI EAFE Min Vol Factor ETF
0%
$0 
EIX Edison International
0%
$0 
EME EMCOR Group, Inc.
0%
$0 
EXPE Expedia Group, Inc.
0%
+$0.01 
FRSH Freshworks Inc. Class A Common Stock
0%
$0 
FTI TechnipFMC plc
0%
$0 
GE General Electric Company
0%
$0 
GOOG Alphabet Inc
0%
+$0.01 
HAS Hasbro Inc.
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
ILMN Illumina, Inc.
0%
+$0.04 
INCY Incyte Corporation
0%
+$0.04 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IVLU iShares MSCI International Value Factor ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWN iShares Russell 2000 Value ETF
0%
+$0.04 
IXUS iShares Core International Stock ETF
0%
$0 
JBHT J.B. Hunt Transport Services, Inc.
0%
$0 
JCI Johnson Controls International plc
0%
+$0.04 
JPM JPMorgan Chase & Co.
0%
$0 
LCID Lucid Group, Inc.
0%
$0 
LRCX Lam Research Corporation
0%
+$0.01 
MEDP Medpace Holdings Inc.
0%
+$0.01 
META Meta Platforms Inc Class A
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MTZ MasTec, Inc. Common Stock
0%
$0 
NEM Newmont Corporation
0%
$0 
NTRA NATERA INC (Common Stock) – ticker 45E
0%
$0 
NYT New York Times Co.
0%
$0 
OPTU Altice USA Inc.
0%
$0 
ORBS Eightco Holdings Inc.
0%
$0 
PCG PG&E Corporation
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SNDK SanDisk Corporation
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
USFD US Foods Holding Corp
0%
-$0.01 
VRT Vertiv Holdings Co
0%
-$0.02 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
-$0.13 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
WCC Wesco International Inc.
0%
-$0.01 
GLW Corning Incorporated
-9.19%
-$38,159.64 
WDC Western Digital Corporation
-9.15%
-$45,854.28 
INTC Intel Corporation
-5.84%
-$33,283.38 
MU Micron Technology, Inc.
-5.65%
-$39,535.94 
DELL Dell Technologies Inc.
-5.16%
-$23,387.39 
GOOGL Alphabet Inc
-4.44%
-$32,903.56 
CNC Centene Corporation
-4.08%
-$10,431.2 
FCX Freeport-McMoRan Inc.
-3.95%
-$13,483.95 
TXG 10x Genomics Inc.
-2.78%
-$8,634.73 
NVDA NVIDIA Corporation
-2.4%
-$61,307.1 
AMZN Amazon.com Inc
-1.99%
-$23,529.92 
ANET Arista Networks, Inc.
-1.95%
-$12,616.8 
BWA BorgWarner Inc.
-1.94%
-$4,788.89 
GEV GE Vernova Inc.
-1.81%
-$17,058.73 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.71%
-$242,853.61 
QQQ Invesco QQQ Trust, Series 1
-1.64%
-$8,661.19 
TSLA Tesla, Inc.
-0.86%
-$3,127.99 
DDOG Datadog, Inc. Class A Common Stock
-0.81%
-$1,763.35 
VLUE iShares MSCI USA Value Factor ETF
-0.7%
-$3,908.78 
HAL Halliburton Company
-0.6%
-$1,332.87 
SPY SPDR S&P 500 ETF Trust
-0.54%
-$1,815.96 
FIX Comfort Systems USA, Inc.
-0.03%
-$435.62 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.01%
-$578.94 
BSVO EA Bridgeway Omni Small-Cap Value Fund
0%
-$563.45 Events
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Dividends
Dividend Analysis
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| Trades 769 | Longs Won 516/769 67% | Profit Factor 21.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $411,329.27 |
| Average Win $115,150 | Best Trade (Jul 17) $7.58M | Sharpe Ratio -11.23 |
| Average Loss -$10,957.03 | Worst Trade (Jul 17) -$716,795.68 | Z-Score 1.14 (74.66%) |
| Commissions $0 | Avg. Trade Length 7m 2w 5d | Expectancy $73,660.95 |
| 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 | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
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