Pollock Investment Advisors LLC Portfolio
Invests via Pollock Investment Advisors LLC | Managed by James K. Pollock, Robert N. Pollock Jr.
Invests via Pollock Investment Advisors LLC
Managed by James K. Pollock, Robert N. Pollock Jr.
Automatically Tracked
Company Profile
Boutique investment adviser focused on wealth management and institutional advisory, specializing in fixed-income, liability-driven and balanced portfolio strategies for high-net-worth families and retirement-plan sponsors. Pollock Investment Advisors LLC offers discretionary portfolio management, model-based asset allocation, and tax-aware investment implementation with an emphasis on risk management and client reporting.
Boutique investment adviser focused on wealth management and institutional advisory, specializing in fixed-income, liability-driven and balanced portfolio strategies for high-net-worth families and retirement-plan sponsors. Pollock Investment Advisors LLC offers discretionary portfolio management, model-based asset allocation, and tax-aware investment implementation with an emphasis on risk management and client reporting.
Investment Philosophy & Strategy
Boutique investment adviser focused on wealth management and institutional advisory, specializing in fixed-income, liability-driven and balanced portfolio strategies for high-net-worth families and retirement-plan sponsors. Pollock Investment Advisors LLC offers discretionary portfolio management, model-based asset allocation, and tax-aware investment implementation with an emphasis on risk management and client reporting.
Boutique investment adviser focused on wealth management and institutional advisory, specializing in fixed-income, liability-driven and balanced portfolio strategies for high-net-worth families and retirement-plan sponsors. Pollock Investment Advisors LLC offers discretionary portfolio management, model-based asset allocation, and tax-aware investment implementation with an emphasis on risk management and client reporting.
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:
14.87%
Gain +0.01%
Monthly
0.66%
Yearly
8.16%
Drawdown
10.44%
$143.12M
Equity
Holdings
$143.12M
Investment
$126.09M
$17.99M
Profit +$17,823.52
Realized
$613,386.42
Unrealized
$17.38M
Dividends
$2.87M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$17,823.52
Win %
78%
This Week
Compared To Last Week
Gain
0.02%
Profit
$23,704.64
Win %
78%
This Month
Compared to last month
Gain
0.08%
Profit
$113,742.19
Win %
78%
This Year
Compared to last year
Gain
5.22%
Profit
$7.1M
Win %
78%
AAPL Apple Inc.
+0.91%
+$17,823.52 
ABT Abbott Laboratories
0%
$0 
AMZN Amazon.com Inc
0%
$0 
BA Boeing Company
0%
$0 
BDX Becton, Dickinson and Company
0%
$0 
CME CME Group Inc.
0%
+$0.05 
COST Costco Wholesale Corporation
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
ECL Ecolab Inc.
0%
$0 
EXPD Expeditors International of Washington, Inc.
0%
$0 
GOOGL Alphabet Inc
0%
$0 
GOOG Alphabet Inc
0%
$0 
GWW W.W. Grainger, Inc.
0%
$0 
HSY The Hershey Company
0%
$0 
JNJ Johnson & Johnson
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
MA Mastercard Incorporated
0%
$0 
MKC McCormick & Company, Incorporated
0%
$0 
MNST Monster Beverage Corporation
0%
$0 
MSFT Microsoft Corp.
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
ROST Ross Stores, Inc.
0%
-$0.06 
SMRT Smartrent Inc.
0%
$0 
SYK Stryker Corporation
0%
$0 
TJX The TJX Companies, Inc.
0%
$0 
TSCO Tractor Supply Company
0%
$0 
V Visa Inc. Class A
0%
$0 
WCC Wesco International Inc.
0%
$0 
WDAY Workday Inc.
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
-$0.03 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
SELV SEI Enhanced Low Volatility U.S. Large Cap Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 No Data
Events
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Dividends
Dividend Analysis
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| Trades 115 | Longs Won 75/115 65% | Profit Factor 10.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $672,399.29 |
| Average Win $265,339.93 | Best Trade (Oct 08) $6.5M | Sharpe Ratio 0 |
| Average Loss -$47,742.61 | Worst Trade (Oct 08) -$542,367.21 | Z-Score 2.75 (99.41%) |
| Commissions $0 | Avg. Trade Length 1y 1w 4d | Expectancy $156,441.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,994 | 2,695 | 2,395 | 2,096 | 1,796 | 1,497 | 1,198 | 898 | 599 | 299 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,863 | $1.47M | $1.97M | - | $505,535.74 | 34.43% | +0.911% |
| ABT Abbott Laboratories | 11,175 | $1.26M | $1.1M | - | -$167,066.02 | -13.22% | 0.0 |
| AMZN Amazon.com Inc | 1,471 | $322,724.49 | $377,002.59 | - | $54,278.1 | 16.82% | 0.0 |
| BA Boeing Company | 4,976 | $880,752 | $944,544.37 | - | $63,792.37 | 7.24% | 0.0 |
| BDX Becton, Dickinson and Company | 7,431.02 | $1.29M | $1.34M | - | $46,635.5 | 3.61% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 535 | $242,504.92 | $270,463.9 | - | $27,958.98 | 11.53% | 0.0 |
| CME CME Group Inc. | 5,453 | $1.3M | $1.47M | - | $175,814.24 | 13.55% | 0.0 |
| COST Costco Wholesale Corporation | 1,390 | $1.27M | $1.3M | - | $26,980.15 | 2.12% | 0.0 |
| CSCO Cisco Systems, Inc. | 3,493 | $207,009.36 | $411,964.42 | - | $204,955.06 | 99.01% | 0.0 |
| DFAC Dimensional U.S. Core Equity 2 ETF | 359,703 | $13.63M | $16.34M | - | $2.72M | 19.93% | 0.0 |
| ECL Ecolab Inc. | 4,150 | $972,428 | $1.17M | - | $192,975.04 | 19.84% | 0.0 |
| EXPD Expeditors International of Washington, Inc. | 3,659 | $405,307.92 | $701,796.2 | - | $296,488.28 | 73.15% | 0.0 |
| FTCS First Trust Capital Strength ETF | 361,802 | $31.77M | $34.19M | - | $2.41M | 7.6% | 0.0 |
| GOOG Alphabet Inc | 5,430 | $1.03M | $1.87M | - | $837,034.22 | 80.94% | 0.0 |
| GOOGL Alphabet Inc | 2,900 | $704,990 | $1.01M | - | $303,281.97 | 43.02% | 0.0 |
| GWW W.W. Grainger, Inc. | 830 | $874,861.5 | $1.06M | - | $183,853.35 | 21.02% | 0.0 |
| HSY The Hershey Company | 5,450 | $922,957.97 | $876,360 | - | -$46,597.97 | -5.05% | 0.0 |
| IJH iShares Core S&P Mid-Cap ETF | 5,425 | $338,031.53 | $401,450 | - | $63,418.47 | 18.76% | 0.0 |
| IJR iShares Core S&P Small-Cap ETF | 2,540 | $292,659 | $352,679 | - | $60,020 | 20.51% | 0.0 |
| JNJ Johnson & Johnson | 6,667 | $964,753.06 | $1.7M | - | $733,865.2 | 76.07% | 0.0 |
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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 Pollock Investment Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: First Trust Capital Strength ETF - $1.36M, SEI Enhanced Low Volatility U.S. Large Cap Fund - $1.09M, Dimensional U.S. Core Equity 2 ETF - $147,368.06, CME Group Inc - $95,054.12, and Boeing Company - $80,749.24. 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: Alphabet Inc - $75,628.28, Apple Inc - $51,990.92, Nike, Inc. - Class B - $43,407.2, Smartrent Inc - $25,620.43, and Marsh & McLennan Companies, Inc - $22,117.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Pollock Investment Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.87M earned over time. The largest contributors to dividend income include SEI Enhanced Low Volatility U.S. Large Cap Fund - $1.09M, First Trust Capital Strength ETF - $755,775.05, Dimensional U.S. Core Equity 2 ETF - $147,368.06, Lockheed Martin Corporation - $81,866.1, and CME Group Inc - $79,867.65. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Pollock Investment Advisors LLC's monthly returns?
Pollock Investment Advisors LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Pollock Investment Advisors LLC's strategy be considered aggressive or moderate?
Pollock Investment Advisors LLC'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 Pollock Investment Advisors LLC's strategy?
Pollock Investment Advisors LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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