Kathryn Brown Portfolio
Invests via Morton Brown Family Wealth LLC | Managed by Kathryn Brown
Invests via Morton Brown Family Wealth LLC
Managed by Kathryn Brown
Automatically Tracked
Kathryn Brown Profile
Kathryn Brown is an accomplished leader with a strong presence in the technology sector, renowned for her innovative approach to product development and market expansion. Over the years, she has held key positions within various tech firms where she drove strategic initiatives that significantly boosted company performance. Her extensive experience in operations and project management uniquely positions her as a catalyst for transformation, particularly in fast-growing startups. A graduate of a prestigious university, she combines academic rigor with practical expertise to navigate complex business environments effectively. Her impact on fostering collaboration across cross-functional teams has solidified her reputation as a valuable asset in driving growth and scaling technologies.
Kathryn Brown is an accomplished leader with a strong presence in the technology sector, renowned for her innovative approach to product development and market expansion. Over the years, she has held key positions within various tech firms where she drove strategic initiatives that significantly boosted company performance. Her extensive experience in operations and project management uniquely positions her as a catalyst for transformation, particularly in fast-growing startups. A graduate of a prestigious university, she combines academic rigor with practical expertise to navigate complex business environments effectively. Her impact on fostering collaboration across cross-functional teams has solidified her reputation as a valuable asset in driving growth and scaling technologies.
Investment Philosophy & Strategy
In the rapidly evolving technology landscape, Kathryn Brown embodies a transformational leadership style that prioritizes innovation and strategic growth. Her extensive background in project management and operations provides her with a keen understanding of how to optimize resources effectively within dynamic environments. By championing cross-functional collaboration, she drives initiatives that not only enhance product development but also significantly accelerate market penetration for emerging ventures. A forward-thinking entrepreneur, she recognizes the critical importance of adapting to changing consumer demands while maintaining operational efficiency.
In the rapidly evolving technology landscape, Kathryn Brown embodies a transformational leadership style that prioritizes innovation and strategic growth. Her extensive background in project management and operations provides her with a keen understanding of how to optimize resources effectively within dynamic environments. By championing cross-functional collaboration, she drives initiatives that not only enhance product development but also significantly accelerate market penetration for emerging ventures. A forward-thinking entrepreneur, she recognizes the critical importance of adapting to changing consumer demands while maintaining operational efficiency.
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:
78.3%
Gain -0.44%
Monthly
0.91%
Yearly
11.5%
Drawdown
18.23%
$446.08M
Equity
Holdings
$446.08M
Investment
$350.91M
$113.33M
Profit -$1.13M
Realized
$5.5M
Unrealized
$107.83M
Dividends
$24.71M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.44%
Profit
-$1.13M
Win %
67%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$1.05M
Win %
67%
This Month
Compared to last month
Gain
-0.72%
Profit
-$3.25M
Win %
67%
This Year
Compared to last year
Gain
-0.78%
Profit
-$3.45M
Win %
68%
CCI Crown Castle Inc.
+9.05%
+$128.43 
CRWD CrowdStrike Holdings, Inc.
+8.25%
+$235.56 
PANW Palo Alto Networks, Inc.
+7.22%
+$538.23 
SLB SLB N.V.
+7.08%
+$49.14 
HAL Halliburton Company
+5.21%
+$24.22 
DDOG Datadog Inc. Class A
+4.62%
+$47.6 
DVN Devon Energy Corporation
+4.49%
+$26.52 
TRGP Targa Resources Corp.
+4.43%
+$25.66 
FANG Diamondback Energy Inc.
+4.37%
+$25.83 
BKR Baker Hughes Company
+4.18%
+$22.4 
FTNT Fortinet, Inc.
+4.05%
+$70.1 
CBOE Cboe Global Markets Inc.
+3.87%
+$25.4 
GH Guardant Health, Inc.
+3.77%
+$356.12 
SNOW Snowflake Inc. Common Stock
+3.65%
+$286.75 
COP ConocoPhillips
+3.55%
+$920.26 
RXRX Recursion Pharmaceuticals, Inc. Class A Common Stock
+3.35%
+$48 
NOK Nokia Corporation Sponsored ADR
+3.3%
+$0.52 
EOG EOG Resources, Inc.
+3.21%
+$96.33 
EGHT 8x8 Inc.
+2.9%
+$6 
CVX Chevron Corporation
+2.88%
+$933.79 
XOM ExxonMobil Holdings Corporation
+2.79%
+$8,236.92 
XLE State Street Energy Select Sector SPDR ETF
+2.6%
+$68.64 
MU Micron Technology Inc.
+2.46%
+$2,232.36 
MRVL Marvell Technology Inc.
+2.25%
+$126 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.25%
+$23.8 
CDNS Cadence Design Systems, Inc.
+2.21%
+$27.36 
AMTM Amentum Holdings, Inc.
+2.21%
+$1.88 
KMI Kinder Morgan Inc.
+2.11%
+$25.56 
SPCX Space Exploration Technologies Corp. Class A
+1.89%
+$515.12 
TXN Texas Instruments Inc.
+1.86%
+$249.12 
SNPS Synopsys Inc.
+1.81%
+$7.66 
QCOM QUALCOMM Incorporated
+1.78%
+$3,554.32 
EQT EQT Corporation
+1.76%
+$10.56 
AMD Advanced Micro Devices Inc.
+1.74%
+$3,287.06 
HPE Hewlett Packard Enterprise Company
+1.73%
+$22.08 
INTC Intel Corporation
+1.72%
+$107.31 
CSCO Cisco Systems, Inc.
+1.53%
+$1,627.71 
WMB The Williams Companies, Inc.
+1.51%
+$24.61 
PHM PulteGroup, Inc.
+1.41%
+$6.72 
APH Amphenol Corp. Class A Common Stock
+1.4%
+$45.1 
AXON Axon Enterprise, Inc.
+1.39%
+$5.77 
ADI Analog Devices, Inc.
+1.38%
+$47.79 
CECO CECO Environmental Corp.
+1.36%
+$370.37 
ABT Abbott Laboratories
+1.16%
+$119 
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund
+1.08%
+$34.84 
Q Qnity Electronics Inc.
+0.96%
+$3.15 
FCX Freeport-McMoRan Inc.
+0.91%
+$79.65 
EMR Emerson Electric Co.
+0.81%
+$390 
DELL Dell Technologies Inc. Class C Common Stock
+0.77%
+$174.5 
ANET Arista Networks Inc.
+0.76%
+$9.1 
TROW T. Rowe Price Group Inc.
+0.72%
+$3 
ASML ASML Holding N.V. NY Registered Shares
+0.72%
+$90.08 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.68%
+$1,466.64 
JCI Johnson Controls International plc
+0.67%
+$11.52 
MSFT Microsoft Corporation Common Stock
+0.66%
+$8,105.09 
IBM International Business Machines Corporation
+0.57%
+$439.35 
SOXX iShares Semiconductor ETF
+0.53%
+$188.25 
ESGE iShares ESG Aware MSCI EM ETF
+0.52%
+$1,469 
HUBB Hubbell Inc.
+0.52%
+$2.3 
AME AMETEK, Inc.
+0.51%
+$7.26 
XLK State Street Technology Select Sector SPDR ETF
+0.49%
+$56.96 
VGT Vanguard Information Technology ETF
+0.48%
+$184 
FTEC Fidelity MSCI Information Technology Index ETF
+0.47%
+$59.85 
AMAT Applied Materials Inc.
+0.44%
+$44.82 
UBSI United Bankshares Inc.
+0.43%
+$26.04 
BA The Boeing Company
+0.43%
+$62.4 
SCMB Schwab Municipal Bond ETF
+0.41%
+$1,629.1 
IEMG iShares Core MSCI Emerging Markets ETF
+0.4%
+$54.3 
DE Deere & Company
+0.39%
+$118.91 
IYW iShares U.S. Technology ETF
+0.39%
+$433.92 
ADM Archer-Daniels-Midland Company
+0.38%
+$2.7 
IQV IQVIA Holdings Inc.
+0.37%
+$3.12 
HCA HCA Healthcare, Inc.
+0.37%
+$5.16 
AIQ Global X Artificial Intelligence & Technology ETF
+0.35%
+$14.3 
AVEM Avantis Emerging Markets Equity ETF
+0.3%
+$127,378.16 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.28%
+$140 
HUM Humana Inc.
+0.26%
+$13.2 
HYMB State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.25%
+$993.78 
NEE NextEra Energy Inc.
+0.24%
+$213.4 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.24%
+$95.4 
AVRE Avantis Real Estate ETF
+0.23%
+$1,023.54 
VTEB Vanguard Tax-Exempt Bond ETF
+0.21%
+$8,169.6 
MUB iShares National Muni Bond ETF
+0.18%
+$39,367.43 
ABBV AbbVie Inc.
+0.16%
+$69.3 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.16%
+$13,775.28 
OMC Omnicom Group Inc.
+0.14%
+$55.08 
SHM State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
+0.09%
+$6.52 
JMUB JPMorgan Municipal ETF
+0.08%
+$1,341.4 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.06%
+$0.6 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$2,916.7 
VNQ Vanguard Real Estate ETF
+0.04%
+$119.6 
TFC Truist Financial Corporation
+0.04%
+$22.14 
STIP iShares 0-5 Year TIPS Bond ETF
+0.03%
+$2.28 
SCHE Schwab Emerging Markets Equity ETF
+0.03%
+$8.91 
BNDX Vanguard Total International Bond ETF
+0.02%
+$2,612.44 
NUE Nucor Corporation
+0.02%
+$0.2 
IR Ingersoll Rand Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 HIMU
HIMU
0%
$0 OKE
OKE
0%
$0 6748
674870605
0%
$0 
T AT&T Inc.
-7.96%
-$374.67 
HONIV Honeywell International Inc.
-6.25%
-$0.06 
CBRE CBRE Group Inc. Class A Common Stock
-6.05%
-$23.82 
VKTX Viking Therapeutics, Inc.
-5.54%
-$643.5 
DG Dollar General Corp.
-4.62%
-$25.68 
NEM Newmont Corporation
-4.59%
-$89.08 
FRPT Freshpet, Inc.
-4.3%
-$288 
CNF CNFinance Holdings Ltd. ADR
-4.21%
-$2 
HWM Howmet Aerospace Inc.
-3.83%
-$66.6 
ODFL Old Dominion Freight Line, Inc.
-3.79%
-$21.57 
TSCO Tractor Supply Company
-3.77%
-$328.81 
AXP American Express Company
-3.73%
-$60.73 
ACN Accenture plc
-3.62%
-$168.66 
CL Colgate-Palmolive Co.
-3.44%
-$36.85 
UBER Uber Technologies Inc.
-3.43%
-$237 
TGT Target Corp.
-3.42%
-$27.05 
HSY The Hershey Company Common Stock
-3.42%
-$162 
RCL Royal Caribbean Cruises Ltd.
-3.37%
-$19.3 
XYZ Block Inc. Class A Common Stock
-3.24%
-$2,577.92 
CTVA Corteva Inc.
-3.19%
-$5.33 
EXPE Expedia Group Inc.
-3.18%
-$18.96 
TPR Tapestry Inc.
-3.12%
-$656.75 
RGLD Royal Gold, Inc.
-3.11%
-$511 
SYY Sysco Corp.
-3.1%
-$18.2 
NMAX Newsmax Inc. Class B Common Stock
-2.94%
-$9.6 
F Ford Motor Co.
-2.85%
-$25.16 
CI The Cigna Group
-2.83%
-$205.39 
KO The Coca-Cola Company
-2.76%
-$862.64 
GE General Electric Company
-2.69%
-$1,366.7 
PRU Prudential Financial, Inc.
-2.69%
-$270.3 
VSNT Versant Media Group Inc. Class A Common Stock
-2.66%
-$2.58 
VMC Vulcan Materials Co.
-2.62%
-$14.06 
VTRS Viatris Inc.
-2.6%
-$5.76 
LLY Eli Lilly and Company
-2.54%
-$2,425.79 
SIL Global X Silver Miners ETF
-2.54%
-$206.51 
SHW The Sherwin-Williams Company
-2.48%
-$25.71 
HITI High Tide Inc.
-2.45%
-$1.3 
NSC Norfolk Southern Corp.
-2.44%
-$32.96 
MS Morgan Stanley Common Stock
-2.44%
-$497.28 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
-2.43%
-$232 
CB Chubb Limited
-2.43%
-$17.68 
CAT Caterpillar Inc.
-2.42%
-$5,097.95 
BMY Bristol-Myers Squibb Company
-2.41%
-$340.48 
HD The Home Depot, Inc.
-2.41%
-$1,627.4 
PCAR PACCAR Inc.
-2.4%
-$15.78 
CAH Cardinal Health, Inc.
-2.37%
-$18.21 
HLT Hilton Worldwide Holdings Inc.
-2.36%
-$33.76 
MNST Monster Beverage Corporation
-2.35%
-$15.54 
SOLV Solventum Corporation
-2.33%
-$255 
MO Altria Group, Inc.
-2.31%
-$242.88 
UNIT Uniti Group Inc.
-2.31%
-$0.48 
ALL The Allstate Corporation
-2.28%
-$23.64 
ORLY O'Reilly Automotive Inc.
-2.26%
-$31.2 
COR Cencora Inc.
-2.21%
-$299.2 
PEP PepsiCo, Inc.
-2.2%
-$64.26 
CAVA Cava Group, Inc.
-2.19%
-$60 
NRG NRG Energy, Inc.
-2.19%
-$207 
BABA Alibaba Group Holding Ltd. ADR
-2.14%
-$436 
WPM Wheaton Precious Metals Corp.
-2.14%
-$945.12 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.13%
-$1,131.46 
TOST Toast, Inc. Class A Common Stock
-2.12%
-$106.5 
PG The Procter & Gamble Company
-2.12%
-$588.37 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-2.1%
-$22.48 
SVM Silvercorp Metals Inc.
-2.09%
-$5.04 
TTWO Take-Two Interactive Software, Inc.
-1.98%
-$8.24 
OPEN Opendoor Technologies Inc.
-1.98%
-$4 
SYF Synchrony Financial
-1.93%
-$10.15 
HIG The Hartford Insurance Group, Inc.
-1.93%
-$13.45 
RTX RTX Corporation
-1.9%
-$3,862.8 
GDXJ VanEck Junior Gold Miners ETF
-1.83%
-$449.55 
GDX VanEck Gold Miners ETF
-1.82%
-$631.76 
SNDK Sandisk Corp.
-1.82%
-$22.9 
STX Seagate Technology Holdings plc
-1.81%
-$2,458.15 
AMGN Amgen Inc. Common Stock
-1.79%
-$5,381.41 
NFLX Netflix Inc.
-1.79%
-$120 
TRV The Travelers Companies, Inc.
-1.77%
-$14.32 
GS The Goldman Sachs Group, Inc.
-1.75%
-$890.34 
UNP Union Pacific Corp.
-1.75%
-$2,656.98 
REGN Regeneron Pharmaceuticals, Inc.
-1.72%
-$14.07 
FDX FedEx Corp.
-1.71%
-$20.8 
CSX CSX Corporation
-1.7%
-$12.32 
BLK BlackRock, Inc.
-1.67%
-$76.16 
GM General Motors Co.
-1.67%
-$24.51 
MCD McDonald's Corporation
-1.65%
-$6,880.5 
VLO Valero Energy Corporation
-1.64%
-$119 
KR The Kroger Co.
-1.62%
-$7.7 
UNH UnitedHealth Group Inc.
-1.62%
-$323.83 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-1.6%
-$169.6 
VCR Vanguard Consumer Discretionary ETF
-1.57%
-$121 
TJX The TJX Companies, Inc.
-1.57%
-$37.12 
HOOD Robinhood Markets Inc. Class A Common Stock
-1.56%
-$226.5 
FAST Fastenal Co.
-1.55%
-$18.04 
V Visa Inc. Class A
-1.55%
-$186.18 
MCO Moody's Corporation
-1.55%
-$15.2 
C Citigroup Inc.
-1.54%
-$374.22 
MAR Marriott International, Inc. Class A Common Stock
-1.53%
-$3,239.88 
MA Mastercard Inc. Class A Common Stock
-1.52%
-$221.03 
KLAC KLA Corporation
-1.5%
-$44.4 
GEV GE Vernova Inc.
-1.5%
-$558.9 
WAB Wabtec Corporation
-1.49%
-$8.24 
JPM JPMorgan Chase & Co.
-1.47%
-$2,053.44 
COST Costco Wholesale Corp
-1.46%
-$580.71 
IDCC InterDigital Inc.
-1.44%
-$4,063 
JNJ Johnson & Johnson
-1.42%
-$2,644.8 
PH Parker-Hannifin Corporation
-1.42%
-$12.64 
VRSN VeriSign, Inc.
-1.4%
-$8.54 
FNV Franco-Nevada Corporation
-1.37%
-$204.16 
MRK Merck & Co., Inc.
-1.34%
-$287.62 
ON ON Semiconductor Corporation
-1.34%
-$6.86 
XLF State Street Financial Select Sector SPDR ETF
-1.32%
-$115.5 
PFE Pfizer Inc.
-1.28%
-$460.59 
XLI State Street Industrial Select Sector SPDR ETF
-1.27%
-$173.02 
BIIB Biogen Inc.
-1.24%
-$6.3 
GOOGL Alphabet Inc
-1.24%
-$5,349.34 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.24%
-$978 
ADP Automatic Data Processing Inc.
-1.23%
-$22.68 
MMM 3M Company
-1.2%
-$1,050 
VLGEA Village Super Market Inc. Class A Common Stock
-1.16%
-$4,634.85 
KHC The Kraft Heinz Company
-1.16%
-$4.93 
MCK McKesson Corporation
-1.14%
-$104.13 
EW Edwards Lifesciences Corporation
-1.13%
-$10.2 
PM Philip Morris International Inc.
-1.12%
-$356.39 
XLV State Street Health Care Select Sector SPDR ETF
-1.11%
-$692.86 
CINF Cincinnati Financial Corporation
-1.11%
-$5.94 
URI United Rentals Inc.
-1.09%
-$12.14 
SBUX Starbucks Corp.
-1.09%
-$178.71 
PWR Quanta Services, Inc.
-1.09%
-$18.03 
AJG Arthur J. Gallagher & Co.
-1.08%
-$14.7 
GOOG Alphabet Inc
-1.08%
-$254.04 
XEL Xcel Energy Inc.
-1.08%
-$5.1 
TLN Talen Energy Corporation
-1.06%
-$421.2 
PPL PPL Corporation
-1.05%
-$511.71 
COF Capital One Financial Corp.
-1.03%
-$6.27 
BAC Bank of America Corporation
-1.02%
-$6,155.24 
SAP SAP SE Sponsored ADR
-1.02%
-$117.6 
WMT Walmart Inc.
-1.02%
-$1,525.2 
SO The Southern Company
-0.99%
-$292.02 
ATO Atmos Energy Corporation
-0.98%
-$5.1 
META Meta Platforms Inc Class A
-0.96%
-$1,688.33 
AMZN Amazon.com Inc
-0.95%
-$1,454.18 
WEC WEC Energy Group Inc.
-0.94%
-$4.24 
SCHW The Charles Schwab Corporation
-0.94%
-$9.46 
EXC Exelon Corp.
-0.94%
-$3.78 
RJF Raymond James Financial, Inc.
-0.94%
-$23.84 
AMP Ameriprise Financial Inc.
-0.93%
-$742.4 
WTV WisdomTree U.S. Value Fund
-0.91%
-$160.72 
MRSH Marsh & McLennan Companies, Inc.
-0.9%
-$16.11 
BRK-B Berkshire Hathaway Inc.
-0.87%
-$3,455.94 
FDXF FedEx Freight Holding Company, Inc.
-0.87%
-$1.94 
IBB iShares Biotechnology ETF
-0.86%
-$142.2 
SNY Sanofi ADR
-0.86%
-$17.64 
AEE Ameren Corporation
-0.83%
-$4.5 
J Jacobs Solutions Inc.
-0.82%
-$86.4 
VIG Vanguard Dividend Appreciation ETF
-0.82%
-$1,140 
DGRO iShares Core Dividend Growth ETF
-0.8%
-$1,873.28 
ETR Entergy Corporation Common Stock
-0.79%
-$5.1 
ETN Eaton Corporation plc
-0.78%
-$14.4 
RWK Invesco S&P MidCap 400 Revenue ETF
-0.77%
-$67.13 
AVLV Avantis U.S. Large Cap Value ETF
-0.77%
-$141.84 
RSP Invesco S&P 500 Equal Weight ETF
-0.77%
-$97.44 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.77%
-$1,994.08 
AVDV Avantis International Small Cap Value ETF
-0.76%
-$210,084.8 
BDX Becton, Dickinson and Company
-0.75%
-$7.55 
WFC Wells Fargo & Company
-0.75%
-$78.12 
FDVV Fidelity High Dividend ETF
-0.74%
-$108.56 
USB U.S. Bancorp
-0.73%
-$152.68 
GILD Gilead Sciences Inc.
-0.73%
-$479.55 
AEP American Electric Power Company, Inc.
-0.73%
-$9.5 
VOT Vanguard Mid-Cap Growth ETF
-0.73%
-$2,639.7 
NDAQ Nasdaq, Inc. Common Stock
-0.72%
-$3.7 
CEG Constellation Energy Corporation
-0.69%
-$7.04 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.69%
-$11.84 
CRM Salesforce, Inc.
-0.69%
-$5.16 
SCHV Schwab U.S. Large-Cap Value ETF
-0.67%
-$81.42 
SPLB State Street SPDR Portfolio Long Term Corporate Bond ETF
-0.66%
-$662.48 
VTV Vanguard Morningstar Value ETF
-0.66%
-$438 
BX Blackstone Inc.
-0.66%
-$28.08 
CMCSA Comcast Corp. Class A Common Stock
-0.66%
-$18.9 
PAYX Paychex Inc.
-0.65%
-$762.3 
GLD SPDR Gold Shares
-0.65%
-$1,178.27 
SCHC Schwab International Small-Cap Equity ETF
-0.64%
-$21,192.53 
IIPR Innovative Industrial Properties, Inc.
-0.64%
-$17.15 
IRM Iron Mountain Inc.
-0.63%
-$3.5 
TSLA Tesla, Inc.
-0.63%
-$370.52 
IWD iShares Russell 1000 Value ETF
-0.63%
-$30.97 
ADX Adams Diversified Equity Fund, Inc.
-0.63%
-$31.04 
AZN AstraZeneca PLC American Depositary Shares
-0.63%
-$137.16 
PHYS Sprott Physical Gold Trust
-0.62%
-$22.04 
BROS Dutch Bros Inc. Class A Common Stock
-0.62%
-$26 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.61%
-$20 
KEY KeyCorp
-0.61%
-$145.08 
DISV Dimensional International Small Cap Value ETF
-0.61%
-$498.42 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.6%
-$2.52 
VPU Vanguard Utilities ETF
-0.6%
-$29.97 
VONV Vanguard Russell 1000 Value ETF
-0.6%
-$3.4 
IJH iShares Core S&P Mid-Cap ETF
-0.59%
-$801.95 
NVDA NVIDIA Corporation
-0.59%
-$4,461.25 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.58%
-$2.75 
IMCB iShares Morningstar Mid-Cap ETF
-0.58%
-$279.87 
GRMN Garmin Ltd.
-0.56%
-$3.32 
ES Eversource Energy
-0.55%
-$2.62 
SCHM Schwab U.S. Mid-Cap ETF
-0.55%
-$547.2 
IVV iShares Core S&P 500 ETF
-0.54%
-$2,267.19 
DIS The Walt Disney Company
-0.54%
-$818.62 
OLED Universal Display Corp.
-0.54%
-$203.98 
VOO Vanguard S&P 500 ETF
-0.53%
-$2,146.44 
IUSG iShares Core S&P U.S. Growth ETF
-0.53%
-$466.29 
IVW iShares S&P 500 Growth ETF
-0.53%
-$59.04 
SPY State Street SPDR S&P 500 ETF Trust
-0.52%
-$88,035.36 
IUSV iShares Core S&P U.S. Value ETF
-0.52%
-$346.8 
EBAY eBay Inc.
-0.52%
-$3.78 
PSX Phillips 66
-0.51%
-$417.61 
EFA iShares MSCI EAFE ETF
-0.5%
-$17,224.48 
VTI Vanguard Total Stock Market ETF
-0.5%
-$9,896.04 
VB Vanguard Small-Cap ETF
-0.5%
-$11,689.9 
SCHX Schwab U.S. Large-Cap ETF
-0.5%
-$1,855.35 
IEFA iShares Core MSCI EAFE ETF
-0.49%
-$12,774.13 
SPGM State Street SPDR Portfolio MSCI Global Stock Market ETF
-0.49%
-$7.14 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.49%
-$782.68 
ESGU iShares ESG Aware MSCI USA ETF
-0.48%
-$5,872.5 
AVGO Broadcom Inc.
-0.48%
-$5,333.64 
IWO iShares Russell 2000 Growth ETF
-0.48%
-$1.67 
SCHB Schwab U.S. Broad Market ETF
-0.48%
-$609,281.68 
PNC The PNC Financial Services Group, Inc.
-0.47%
-$2.14 
A AgileThought, Inc. Class A Common Stock
-0.47%
-$4.1 
FITB Fifth Third Bancorp
-0.47%
-$708.75 
VUG Vanguard Morningstar Growth ETF
-0.47%
-$352.6 
DLS WisdomTree International SmallCap Dividend Fund
-0.46%
-$718.9 
UPS United Parcel Service, Inc. Class B Common Stock
-0.45%
-$73.14 
WWD Woodward, Inc.
-0.43%
-$104 
WAT Waters Corporation
-0.42%
-$3.84 
CALF Pacer US Small Cap Cash Cows ETF
-0.41%
-$29.28 
CMI Cummins Inc.
-0.41%
-$72.42 
GD General Dynamics Corp.
-0.41%
-$117.26 
TMO Thermo Fisher Scientific Inc.
-0.4%
-$38.08 
IWF iShares Russell 1000 Growth ETF
-0.4%
-$1,131.83 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.4%
-$1,141.14 
VBK Vanguard Small-Cap Growth ETF
-0.4%
-$49.4 
ACWI iShares MSCI ACWI ETF
-0.39%
-$14.03 
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund
-0.37%
-$4,066.16 
AOA iShares Core 80/20 Aggressive Allocation ETF
-0.37%
-$70.2 
DMXF iShares ESG Advanced MSCI EAFE ETF
-0.37%
-$18.4 
SCHD Schwab U.S. Dividend Equity ETF
-0.37%
-$646.36 
CAPL CrossAmerica Partners LP Common Units
-0.36%
-$799.68 
VONG Vanguard Russell 1000 Growth ETF
-0.36%
-$3.08 
APD Air Products and Chemicals Inc.
-0.35%
-$3,202.51 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.34%
-$1,024.8 
AWK American Water Works Company, Inc.
-0.34%
-$336 
SCHF Schwab International Equity ETF
-0.34%
-$1,609.56 
VYMI Vanguard International High Dividend Yield ETF
-0.33%
-$365.5 
IWM iShares Russell 2000 ETF
-0.33%
-$3,933.92 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.33%
-$2,117.86 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.32%
-$1,434.4 
UGI UGI Corporation
-0.31%
-$75.24 
IJR iShares Core S&P Small-Cap ETF
-0.31%
-$410.65 
VLUE iShares MSCI USA Value Factor ETF
-0.31%
-$11.4 
USXF iShares ESG Advanced MSCI USA ETF
-0.31%
-$43.68 
D Dominion Energy, Inc.
-0.31%
-$1.2 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.3%
-$1,170.15 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.3%
-$728.94 
JAZZ Jazz Pharmaceuticals plc
-0.3%
-$3.25 
VEA Vanguard FTSE Developed Markets ETF
-0.3%
-$114,869.79 
LIN Linde plc
-0.3%
-$16.83 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.3%
-$2,284.1 
O Realty Income Corp.
-0.3%
-$2.72 
HDV iShares Core High Dividend ETF
-0.29%
-$9,365.94 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.28%
-$42,894.72 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.27%
-$348.04 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.27%
-$3.5 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
-0.25%
-$861.9 
GLW Corning Incorporated
-0.24%
-$302.4 
VXUS Vanguard Total International Stock ETF
-0.24%
-$2,853.2 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
-0.23%
-$8.4 
BND Vanguard Total Bond Market ETF
-0.22%
-$0.8 
VTR Ventas, Inc.
-0.22%
-$1.14 
ACWX iShares MSCI ACWI ex U.S. ETF
-0.22%
-$431.68 
IBIT iShares Bitcoin Trust ETF
-0.22%
-$24.1 
VXF Vanguard Extended Market ETF
-0.21%
-$463.2 
IJS iShares S&P Small-Cap 600 Value ETF
-0.2%
-$599.04 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.19%
-$5.88 
IXUS iShares Core MSCI Total International Stock ETF
-0.18%
-$7.14 
QQEW First Trust Nasdaq-100 Select Equal Weight ETF
-0.17%
-$39.12 
PLD Prologis, Inc.
-0.17%
-$2.31 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.17%
-$31,262.92 
NOC Northrop Grumman Corporation
-0.17%
-$122.85 
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF
-0.16%
-$262.52 
GOVT iShares U.S. Treasury Bond ETF
-0.16%
-$3.96 
AAPL Apple Inc.
-0.14%
-$4,201.56 
IWN iShares Russell 2000 Value ETF
-0.14%
-$21 
DHI D.R. Horton, Inc.
-0.12%
-$0.9 
REET iShares Global REIT ETF
-0.12%
-$16,186.38 
IEI iShares 3-7 Year Treasury Bond ETF
-0.1%
-$549.72 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$5,805.36 
BINC iShares Flexible Income Active ETF
-0.1%
-$3.5 
BGRN iShares USD Green Bond ETF
-0.09%
-$214.3 
CME CME Group Inc. Class A Common Stock
-0.09%
-$1.35 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.09%
-$29.7 
ICLR ICON plc
-0.09%
-$4.8 
JPIE JPMorgan Income ETF
-0.08%
-$2.8 
IAGG iShares Core International Aggregate Bond ETF
-0.06%
-$218.97 
SPHY SPDR Portfolio High Yield Bond ETF
-0.04%
-$199.1 
HYD VanEck High Yield Muni ETF
-0.04%
-$12.48 
WELL Welltower Inc.
-0.03%
-$0.4 
BNY Bank of New York Mellon Corp.
-0.03%
-$0.5 
STE STERIS plc
-0.03%
-$0.14 
LRCX Lam Research Corp.
-0.02%
-$1 
VWO Vanguard FTSE Emerging Markets ETF
-0.02%
-$272.84 
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF
-0.01%
-$49.77 
QQQ Invesco QQQ Trust, Series 1
-0.01%
-$249.02 
AVUV Avantis U.S. Small Cap Value ETF
-0.01%
-$2,509.71 
STT State Street Corporation Common Stock
0%
-$0.56 Events
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Dividends
Dividend Analysis
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| Trades 2888 | Longs Won 1624/2888 56% | Profit Factor 3.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $672,419.44 |
| Average Win $73,955.34 | Best Trade (Oct 24) $31.53M | Sharpe Ratio -8.43 |
| Average Loss -$28,760.34 | Worst Trade (Dec 30) -$8.25M | Z-Score -5.71 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 5d | Expectancy $39,240.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% |
| Consecutive Losing Trades | 15,625 | 14,063 | 12,500 | 10,938 | 9,375 | 7,813 | 6,250 | 4,688 | 3,125 | 1,563 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 6748 674870605 | 1,942 | $2.6 | $2.6 | - | - | - | 0.0 |
| A AgileThought, Inc. Class A Common Stock | 5 | $658.15 | $865.35 | - | $207.2 | 31.48% | -0.472% |
| AAPL Apple Inc. | 8,488 | $1.53M | $2.95M | - | $1.42M | 92.97% | -0.142% |
| ABBV AbbVie Inc. | 154 | $34,412.84 | $43,988.56 | - | $9,575.72 | 27.83% | +0.158% |
| ABT Abbott Laboratories | 100 | $13,242.92 | $10,370 | - | -$2,872.92 | -21.69% | +1.161% |
| ACN Accenture plc | 18 | $3,300.66 | $4,488.66 | - | $1,188 | 35.99% | -3.621% |
| ACWI iShares MSCI ACWI ETF | 23 | $3,486.63 | $3,606.4 | - | $119.77 | 3.44% | -0.388% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 2,698 | $131,581.46 | $198,276.02 | - | $66,694.56 | 50.69% | -0.217% |
| ADI Analog Devices, Inc. | 9 | $3,574.53 | $3,519.63 | - | -$54.9 | -1.54% | +1.377% |
| ADM Archer-Daniels-Midland Company | 9 | $687.6 | $721.26 | - | $33.66 | 4.9% | +0.376% |
| ADP Automatic Data Processing Inc. | 6 | $1,343.7 | $1,824.96 | - | $481.26 | 35.82% | -1.228% |
| ADX Adams Diversified Equity Fund, Inc. | 194 | $3,016.7 | $4,912.08 | - | $1,895.38 | 62.83% | -0.628% |
| AEE Ameren Corporation | 5 | $565.2 | $540.2 | - | -$25 | -4.42% | -0.826% |
| AEP American Electric Power Company, Inc. | 10 | $1,368.1 | $1,296.9 | - | -$71.2 | -5.2% | -0.727% |
| AIQ Global X Artificial Intelligence & Technology ETF | 65 | $2,839.85 | $4,048.85 | - | $1,209 | 42.57% | +0.354% |
| AJG Arthur J. Gallagher & Co. | 5 | $1,147.85 | $1,340.2 | - | $192.35 | 16.76% | -1.085% |
| ALL The Allstate Corporation | 4 | $951.76 | $1,012.76 | - | $61 | 6.41% | -2.281% |
| AMAT Applied Materials Inc. | 27 | $12,318.96 | $10,185.48 | - | -$2,133.48 | -17.32% | +0.442% |
| AMD Advanced Micro Devices Inc. | 371 | $63,344.31 | $191,729.09 | - | $128,384.78 | 202.68% | +1.744% |
| AME AMETEK, Inc. | 6 | $971.28 | $1,440.18 | - | $468.9 | 48.28% | +0.507% |
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FAQ
Which stocks have generated the highest profits for Kathryn Brown?
The largest contributions to the portfolio's profits come from the following stocks: Avantis Emerging Markets Equity ETF - $2.65M, Broadcom Inc - $2.01M, Avantis International Small Cap Value ETF - $1.49M, iShares National Muni Bond ETF - $1.31M, and Vanguard Intermediate-Term Corporate Bond ETF - $1.16M. 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: Schwab U.S. Broad Market ETF - $7.45M, iShares Global REIT ETF - $1.44M, iShares MSCI EAFE ETF - $1.04M, Vanguard FTSE Emerging Markets ETF - $718,294.04, and Schwab International Small-Cap Equity ETF - $556,619.89. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kathryn Brown's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.71M earned over time. The largest contributors to dividend income include Vanguard FTSE Developed Markets ETF - $2.54M, Avantis Emerging Markets Equity ETF - $2.48M, iShares National Muni Bond ETF - $2.09M, Schwab U.S. Broad Market ETF - $2.06M, and Schwab Intermediate-Term U.S. Treasury ETF - $1.45M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kathryn Brown's monthly returns?
Kathryn Brown's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kathryn Brown's strategy be considered aggressive or moderate?
Kathryn Brown's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kathryn Brown's strategy?
Kathryn Brown'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.
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