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:
74.81%
Gain -0.52%
Monthly
1.01%
Yearly
12.82%
Drawdown
18.23%
$443.88M
Equity
Holdings
$443.88M
Investment
$324.76M
$123.78M
Profit -$1.35M
Realized
$4.66M
Unrealized
$119.12M
Dividends
$23.77M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$1.35M
Win %
69%
This Week
Compared To Last Week
Gain
-1.24%
Profit
-$5.58M
Win %
69%
This Month
Compared to last month
Gain
-0.66%
Profit
-$2.97M
Win %
69%
This Year
Compared to last year
Gain
0.6%
Profit
$2.68M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$21,178.95 
OPTT Ocean Power Technologies Inc.
+12.5%
+$1,165.7 
ETN Eaton Corporation plc
+7.32%
+$141.55 
GOOG Alphabet Inc
+6.88%
+$712.07 
GOOGL Alphabet Inc
+6.73%
+$29,974.98 
GH Guardant Health Inc.
+6.33%
+$559.12 
ANET Arista Networks, Inc.
+5.46%
+$65.31 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$889.5 
FTNT Fortinet Inc.
+4.99%
+$77 
SOLS Sollensys Corp
+4.84%
+$5.56 
UNIT Uniti Group Inc.
+4.63%
+$1.72 
CBOE Cboe Global Markets Inc.
+4.62%
+$27.42 
SNPS Synopsys, Inc.
+4.41%
+$16.43 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$24.29 
META Meta Platforms Inc Class A
+3.28%
+$1,343.68 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$51.46 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$67.68 
MSFT Microsoft Corp.
+3.02%
+$61,698.55 
NVDA NVIDIA Corporation
+2.93%
+$20,321.91 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$206.4 
EGHT 8x8 Inc.
+2.7%
+$5 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+2.63%
+$275.6 
CVX Chevron Corporation
+2.35%
+$592.12 
MRVL Marvell Technology, Inc.
+2.32%
+$106.5 
ORLY O'Reilly Automotive Inc.
+2.28%
+$29.85 
FAST Fastenal Co.
+2.25%
+$23.1 
GLW Corning Incorporated
+2.24%
+$3,054.24 
EOG EOG Resources, Inc.
+2.19%
+$12.72 
DVN Devon Energy Corporation
+2.17%
+$11.52 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$5.96 
CDNS Cadence Design Systems, Inc.
+2.16%
+$28.8 
AMTM Amentum Holdings, Inc.
+2.16%
+$1.88 
CSCO Cisco Systems, Inc.
+2.14%
+$1,956.15 
CAPL CrossAmerica Partners L.P.
+1.97%
+$4,298.28 
OKE ONEOK, Inc.
+1.95%
+$19.14 
JCI Johnson Controls International plc
+1.93%
+$33.36 
HAL Halliburton Company
+1.93%
+$8.54 
PANW Palo Alto Networks, Inc.
+1.89%
+$135.3 
TSCO Tractor Supply Company
+1.85%
+$140.56 
CRM Salesforce Inc
+1.83%
+$16.55 
ORCL Oracle Corporation
+1.81%
+$13.86 
HWM Howmet Aerospace Inc.
+1.8%
+$49.8 
VTR Ventas Inc.
+1.73%
+$9.54 
HCA HCA Healthcare Inc.
+1.72%
+$20.4 
CINF Cincinnati Financial Corporation
+1.69%
+$8.85 
J Jacobs Solutions Inc.
+1.64%
+$156.96 
KMI Kinder Morgan, Inc.
+1.64%
+$18.72 
HPE Hewlett Packard Enterprise Company
+1.61%
+$17.48 
FANG Diamondback Energy Inc
+1.59%
+$9.54 
SAP SAP SE Sponsored ADR
+1.51%
+$131.52 
LMT Lockheed Martin Corporation
+1.5%
+$43.15 
CVNA Carvana Co.
+1.5%
+$9.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$157.44 
NOC Northrop Grumman Corporation
+1.43%
+$1,083.46 
PH Parker-Hannifin Corporation
+1.43%
+$13.74 
PWR Quanta Services Inc.
+1.43%
+$28.14 
GE General Electric Company
+1.42%
+$870.19 
SLB Schlumberger Limited
+1.39%
+$9.52 
KLAC KLA Corporation
+1.38%
+$49.8 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$1,172.79 
CAH Cardinal Health Inc.
+1.3%
+$8.88 
ADX Adams Diversified Equity Fund, Inc.
+1.27%
+$62.08 
WWD Woodward Inc.
+1.25%
+$357.6 
CMCSA Comcast Corp
+1.23%
+$4.93 
COP ConocoPhillips
+1.22%
+$258.1 
VRSN Verisign Inc.
+1.2%
+$6.88 
WFC Wells Fargo & Company
+1.19%
+$128.52 
BN Brookfield Corporation
+1.19%
+$15 
HONA Honeywell Aerospace Inc.
+1.18%
+$12.1 
AMAT Applied Materials, Inc.
+1.18%
+$159.3 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$3,325.38 
VUG Vanguard Growth ETF
+1.1%
+$797.94 
EQT EQT Corporation
+1.1%
+$6.38 
ADBE Adobe Inc.
+1.01%
+$12.55 
URI United Rentals, Inc.
+0.99%
+$10.63 
BKR Baker Hughes Company
+0.98%
+$5.9 
ADP Automatic Data Processing Inc.
+0.98%
+$15.54 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$14,929.04 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.92%
+$213 
UNP Union Pacific Corporation
+0.92%
+$1,356.37 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$2,655.51 
WMB The Williams Companies, Inc.
+0.89%
+$14.49 
SCHW Charles Schwab Corporation
+0.87%
+$10.01 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$276.21 
IBM International Business Machines Corporation
+0.86%
+$578.72 
GEV GE Vernova Inc.
+0.85%
+$373.95 
MCD McDonald's Corporation
+0.82%
+$3,682.82 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$118.9 
EMR Emerson Electric Co.
+0.79%
+$354 
AEE Ameren Corporation
+0.79%
+$4.3 
TSLA Tesla, Inc.
+0.76%
+$370.52 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,098.62 
TRGP Targa Resources Corp.
+0.76%
+$4.06 
STT State Street Corp
+0.73%
+$150.08 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$101.36 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$118,351.06 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,664.47 
AME Ametek Inc.
+0.71%
+$15.3 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$8,337.43 
CAT Caterpillar Inc.
+0.7%
+$1,695.33 
ROP Roper Technologies Inc.
+0.7%
+$2.72 
BMY Bristol-Myers Squibb Company
+0.69%
+$100.8 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,790.4 
DOW Dow Inc.
+0.67%
+$2.4 
PLTR Palantir Technologies Inc.
+0.65%
+$200 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$14,336.76 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,350.11 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$9.18 
SYY Sysco Corporation
+0.63%
+$3.71 
EXPE Expedia Group, Inc.
+0.62%
+$3.62 
BROS Dutch Bros Inc.
+0.61%
+$40 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$724,456.53 
RJF Raymond James Financial Inc.
+0.58%
+$16.16 
MO Altria Group, Inc.
+0.57%
+$23.4 
APH Amphenol Corporation
+0.55%
+$19.36 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$0.1 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$421.5 
CECO CECO Environmental Corp.
+0.53%
+$168.35 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$9,874.6 
EXC Exelon Corporation
+0.53%
+$2.16 
STX Seagate Technology Holdings plc
+0.52%
+$938.95 
NMAX Newsmax Inc.
+0.52%
+$1.6 
GM General Motors Company
+0.52%
+$8.74 
PSX Phillips 66
+0.51%
+$312.11 
Q Qnity Electronics Inc.
+0.51%
+$1.98 
IDCC InterDigital, Inc.
+0.49%
+$1,275 
ACWI iShares MSCI ACWI ETF
+0.49%
+$3.08 
AXON Axon Enterprise, Inc.
+0.47%
+$2.46 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$2.32 
NSC Norfolk Southern Corporation
+0.46%
+$6.2 
IYW iShares U.S. Technology ETF
+0.46%
+$488.15 
SNY Sanofi American Depositary Receipt
+0.44%
+$9.31 
IWD iShares Russell 1000 Value ETF
+0.44%
+$21.09 
PAYX Paychex Inc.
+0.44%
+$504.9 
EBAY eBay Inc.
+0.43%
+$2.94 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$187.52 
CSX CSX Corporation
+0.42%
+$2.94 
PFE Pfizer Inc.
+0.4%
+$107.9 
RTX RTX Corporation
+0.39%
+$900.48 
VLO Valero Energy Corporation
+0.38%
+$2.38 
AVGO Broadcom Inc.
+0.37%
+$4,959.36 
PG Procter & Gamble Co
+0.37%
+$94.34 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,328.04 
BAC Bank of America Corporation
+0.36%
+$2,604.14 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$13 
GD General Dynamics Corporation
+0.32%
+$35.38 
MRK Merck & Co., Inc.
+0.32%
+$60.68 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$56.26 
JPM JPMorgan Chase & Co.
+0.27%
+$301.74 
AMP Ameriprise Financial, Inc.
+0.25%
+$220.8 
NRG NRG Energy, Inc.
+0.24%
+$32 
CME CME Group Inc.
+0.21%
+$2.85 
SO The Southern Company
+0.21%
+$62.8 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$917.6 
JNJ Johnson & Johnson
+0.21%
+$377.89 
ADI Analog Devices, Inc.
+0.2%
+$6.66 
CMI Cummins Inc.
+0.19%
+$41.48 
UBSI United Bankshares, Inc.
+0.19%
+$11.16 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$25.92 
INTU Intuit Inc.
+0.18%
+$1.14 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$98.1 
USB U.S. Bancorp
+0.17%
+$37.84 
T AT&T Inc.
+0.17%
+$8.28 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.17%
+$5.6 
MS Morgan Stanley
+0.17%
+$39.96 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$2.5 
CB Chubb Limited
+0.15%
+$1.06 
DELL Dell Technologies Inc.
+0.14%
+$28 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$497.7 
EA Electronic Arts Inc.
+0.13%
+$0.54 
MMM 3M Company
+0.12%
+$105 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$0.75 
BDX Becton, Dickinson and Company
+0.1%
+$0.85 
ISRG Intuitive Surgical, Inc.
+0.1%
+$6.48 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$43,249.41 
C Citigroup Inc.
+0.1%
+$16.38 
NUE Nucor Corporation
+0.1%
+$1 
WMT Walmart Inc.
+0.09%
+$107.4 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$276.5 
ABT Abbott Laboratories
+0.09%
+$9.27 
SOXX iShares Semiconductor ETF
+0.07%
+$27 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$259.24 
AEP American Electric Power Company, Inc.
+0.06%
+$0.7 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$89.38 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$70.59 
HDV iShares Core High Dividend ETF
+0.04%
+$1,076.43 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$9,874.48 
DIS The Walt Disney Company
+0.03%
+$36.66 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$1,898.49 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$555.45 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 G200
G2004J103
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$34,095.6 
CTVA Corteva Inc.
-11.9%
-$138.19 
AAPL Apple Inc.
-7.35%
-$206,213.2 
CNF Cnfinance Holdings Ltd.
-6.82%
-$3.75 
TROW T. Rowe Price Group, Inc.
-6.31%
-$30.12 
LIN Linde plc
-5.95%
-$151.3 
MU Micron Technology, Inc.
-5.9%
-$4,440.17 
SNDK SanDisk Corporation
-5.09%
-$65.13 
SPOT Spotify Technology S.A.
-4.34%
-$113.35 
VKTX Viking Therapeutics Inc.
-4.14%
-$616.5 
WPM Wheaton Precious Metals Corp.
-3.84%
-$1,557.3 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$737.3 
GDX VanEck Gold Miners ETF
-3.49%
-$1,136.32 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$1,099.21 
IIPR Innovative Industrial Properties Inc.
-3.24%
-$96.53 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-3.2%
-$261.08 
ES Eversource Energy
-3.05%
-$15.75 
CI The Cigna Group
-2.99%
-$198.03 
SVM Silvercorp Metals Inc.
-2.9%
-$7.84 
IBIT iShares Bitcoin Trust
-2.89%
-$212 
IBKR Interactive Brokers Group Inc.
-2.75%
-$288.84 
MLM Martin Marietta Materials, Inc.
-2.75%
-$14.86 
AJG Arthur J. Gallagher & Co.
-2.75%
-$35.2 
QCOM QUALCOMM Incorporated
-2.63%
-$4,604.47 
ON ON Semiconductor Corporation
-2.54%
-$14.91 
ABBV AbbVie Inc.
-2.51%
-$1,009.32 
BIIB Biogen Inc.
-2.4%
-$9.96 
YUM Yum! Brands, Inc.
-2.37%
-$14.88 
RGLD Royal Gold Inc.
-2.31%
-$328.3 
BA Boeing Company
-2.15%
-$314.16 
NEM Newmont Corporation
-2.14%
-$34.85 
JAZZ Jazz Pharmaceuticals plc
-2.14%
-$27.6 
NFLX Netflix, Inc.
-2%
-$200.02 
FRPT Freshpet Inc.
-1.98%
-$120 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$7.97 
AWK American Water Works Company, Inc.
-1.93%
-$1,848 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,428.05 
IBB iShares Biotechnology ETF
-1.87%
-$280.45 
IRM Iron Mountain Inc.
-1.86%
-$11.6 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$9.02 
CAVA Cava Group Inc.
-1.82%
-$60.5 
SYF Synchrony Financial
-1.79%
-$9.66 
CBRE CBRE Group Inc.
-1.77%
-$7.95 
APD Air Products and Chemicals, Inc.
-1.77%
-$15,892.83 
TOST Toast Inc.
-1.77%
-$87 
PHM PulteGroup Inc.
-1.76%
-$9.08 
DHI D.R. Horton, Inc.
-1.7%
-$12.35 
UNH UnitedHealth Group Incorporated
-1.68%
-$325.22 
ADM Archer-Daniels-Midland Co
-1.66%
-$12.06 
SQ Block, Inc.
-1.64%
-$1,359.45 
SNOW Snowflake Inc.
-1.62%
-$120.5 
PHYS Sprott Physical Gold Trust
-1.61%
-$58 
SOLV Solventum Corporation
-1.59%
-$172.5 
LRCX Lam Research Corporation
-1.58%
-$94 
GLD SPDR Gold Shares
-1.49%
-$2,770.66 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$44.88 
RXRX Recursion Pharmaceuticals, Inc.
-1.32%
-$16 
OPEN Opendoor Technologies Inc.
-1.31%
-$5 
MNST Monster Beverage Corporation
-1.3%
-$58.42 
FCX Freeport-McMoRan Inc.
-1.28%
-$109.35 
GRMN Garmin Ltd.
-1.27%
-$7.54 
HSY The Hershey Company
-1.23%
-$58.86 
MDLZ Mondelez International, Inc.
-1.22%
-$588.28 
STE STERIS plc
-1.22%
-$5.62 
F Ford Motor Company
-1.21%
-$13.32 
TJX The TJX Companies, Inc.
-1.21%
-$30.72 
ICLR ICON plc
-1.18%
-$58.8 
IQV IQVIA Holdings Inc.
-1.17%
-$8.31 
SHW The Sherwin-Williams Company
-1.16%
-$11.97 
AVB AvalonBay Communities, Inc.
-1.16%
-$4.34 
NEE NextEra Energy, Inc.
-1.15%
-$1,066.56 
OMC Omnicom Group Inc.
-1.14%
-$417.69 
DE Deere & Company
-1.13%
-$278.8 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$41.61 
RCL Royal Caribbean Group
-1.13%
-$7.28 
VTRS Viatris Inc.
-1.13%
-$2.4 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$16.53 
IR Ingersoll Rand Inc.
-1.11%
-$6.58 
TXN Texas Instruments Inc
-1.08%
-$45.3 
LOW Lowe's Companies Inc.
-1.08%
-$18.16 
PLD Prologis Inc.
-1.08%
-$17.38 
INTC Intel Corporation
-1.02%
-$21.39 
NDAQ Nasdaq, Inc.
-1.02%
-$4.85 
KO The Coca-Cola Company
-1.02%
-$321.3 
UPS United Parcel Service, Inc.
-1%
-$158.55 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$164.9 
PPL PPL Corporation
-0.98%
-$483.35 
VMC Vulcan Materials Company
-0.98%
-$5.34 
EW Edwards Lifesciences Corporation
-0.98%
-$8.5 
XOM Exxon Mobil Corporation
-0.97%
-$1,548.36 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$9.2 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$16.38 
HITI High Tide Inc.
-0.94%
-$0.4 
O Realty Income Corporation
-0.87%
-$8.96 
ATO Atmos Energy Corporation
-0.85%
-$4.44 
IHE iShares U.S. Pharmaceuticals ETF
-0.82%
-$7.56 
GILD Gilead Sciences Inc.
-0.81%
-$442.98 
PCAR PACCAR Inc.
-0.81%
-$6.48 
MCO Moody's Corporation
-0.81%
-$7.76 
D Dominion Energy, Inc.
-0.8%
-$3.36 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$5.7 
WAT Waters Corporation
-0.79%
-$5.98 
HUM Humana Inc.
-0.76%
-$33.6 
AVRE Avantis Real Estate ETF
-0.75%
-$3,627.11 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$2.81 
SPGI S&P Global Inc.
-0.74%
-$9.21 
MA Mastercard Incorporated
-0.74%
-$59.5 
BLK BlackRock, Inc.
-0.73%
-$7.98 
STAG Stag Industrial Inc.
-0.73%
-$8.4 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$2,864.15 
MAR Marriott International Inc. - Class A
-0.71%
-$1,409.81 
VPU Vanguard Utilities ETF
-0.71%
-$170 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$33.66 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$250,336.32 
AMGN Amgen Inc.
-0.64%
-$1,664.09 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$17,162.46 
GS The Goldman Sachs Group, Inc.
-0.63%
-$369.36 
AMT American Tower Corporation
-0.63%
-$12.1 
EFA iShares MSCI EAFE ETF
-0.62%
-$21,942.36 
PM Philip Morris International Inc.
-0.61%
-$93.22 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$3,986.56 
ACGL Arch Capital Group Ltd
-0.6%
-$3.66 
REET iShares Global REIT ETF
-0.59%
-$88,451.85 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$331.74 
SCHF Schwab International Equity ETF
-0.58%
-$2,861.44 
WEC WEC Energy Group Inc.
-0.57%
-$2.52 
SBUX Starbucks Corporation
-0.57%
-$102.6 
PRU Prudential Financial, Inc.
-0.56%
-$58.65 
WAB Wabtec Corporation
-0.55%
-$3.2 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,648.62 
COF Capital One Financial Corporation
-0.54%
-$3.39 
LLY Eli Lilly and Company
-0.53%
-$447.49 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$451.44 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$142.04 
WELL Welltower Inc.
-0.51%
-$5.95 
ALL Allstate Corporation
-0.49%
-$5.2 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$127,575.5 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$6.12 
IWM iShares Russell 2000 ETF
-0.47%
-$5,996.42 
PEP PepsiCo, Inc.
-0.46%
-$18.56 
TRV The Travelers Companies, Inc.
-0.43%
-$3.26 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$19.76 
HD The Home Depot, Inc.
-0.42%
-$273.83 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$13,734.8 
ETR Entergy Corporation
-0.38%
-$2.46 
VGT Vanguard Information Technology ETF
-0.38%
-$137.6 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$1,458 
AXP American Express Company
-0.38%
-$6.35 
FDX FedEx Corporation
-0.37%
-$4.6 
MDT Medtronic plc
-0.37%
-$3.84 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$326.63 
TMUS T-Mobile US, Inc.
-0.36%
-$6.3 
OSK Oshkosh Corporation
-0.36%
-$7.14 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$43.2 
DG Dollar General Corporation
-0.35%
-$1.8 
FDVV Fidelity High Dividend ETF
-0.35%
-$51.92 
CL Colgate-Palmolive Company
-0.33%
-$7.5 
TFC Truist Financial Corporation
-0.33%
-$187.68 
CEG Constellation Energy Corporation
-0.31%
-$3.24 
VXF Vanguard Extended Market ETF
-0.3%
-$951.4 
COR Cencora, Inc.
-0.28%
-$35.6 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.28%
-$483.42 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$393.8 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$34.96 
VTV Vanguard Value ETF
-0.27%
-$185.85 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$6.78 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$31.86 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$0.95 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$259.2 
IMCB iShares Morningstar Mid-Cap ETF
-0.26%
-$122.25 
OLED Universal Display Corporation
-0.25%
-$86.8 
IWN iShares Russell 2000 Value ETF
-0.25%
-$38.5 
A Agilent Technologies Inc.
-0.24%
-$1.7 
HUBB Hubbell Inc.
-0.24%
-$1.14 
COST Costco Wholesale Corporation
-0.24%
-$88.92 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$0.96 
BNDX Vanguard Total International Bond ETF
-0.23%
-$28,221.49 
VB Vanguard Small-Cap ETF
-0.22%
-$5,345.18 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$144.5 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$2.36 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$24.32 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$2,672.46 
KR Kroger Co.
-0.21%
-$0.84 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$38,148 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$487.4 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$427.2 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$350.74 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$256.5 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$489.06 
UGI UGI Corporation
-0.17%
-$37.62 
DLS WisdomTree International SmallCap Dividend Fund
-0.16%
-$254.8 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$537.8 
FITB Fifth Third Bancorp
-0.16%
-$255.15 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$1,914.16 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$0.99 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$21,684.72 
BGRN iShares USD Green Bond ETF
-0.14%
-$343.33 
TPR Tapestry Inc.
-0.14%
-$38.64 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$207.68 
WTV WisdomTree U.S. Value Fund
-0.13%
-$22.96 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$149.16 
MUB iShares National Muni Bond ETF
-0.11%
-$24,338.04 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$99.52 
XLF Financial Select Sector SPDR Fund
-0.1%
-$9.24 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$419.85 
HYD VanEck High Yield Muni ETF
-0.1%
-$34 
VLGEA Village Super Market, Inc. Class A Common Stock
-0.09%
-$369.8 
KEY KeyCorp
-0.09%
-$22.32 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$0.4 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$131.02 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.07%
-$193.6 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$1.28 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$3,827.2 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$3.8 
VO Vanguard Mid-Cap ETF
-0.05%
-$2.04 
HOOD Robinhood Markets, Inc.
-0.05%
-$6 
V Visa Inc. Class A
-0.04%
-$4.34 
XEL Xcel Energy Inc.
-0.04%
-$0.18 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$25.43 
TGT Target Corporation
-0.01%
-$0.1 
UBER Uber Technologies, Inc.
-0.01%
-$1.24 Events
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Dividends
Dividend Analysis
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| Trades 2729 | Longs Won 1541/2729 56% | Profit Factor 3.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $712,298.6 |
| Average Win $84,322.83 | Best Trade (Aug 14) $33.67M | Sharpe Ratio -11.64 |
| Average Loss -$30,069 | Worst Trade (Dec 30) -$8.25M | Z-Score -4.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 4d | Expectancy $45,356.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 5 | $658.15 | $691.85 | - | $33.7 | 5.12% | -0.245% |
| AAPL Apple Inc. | 8,410 | $1.5M | $2.6M | - | $1.09M | 72.79% | -7.354% |
| ABBV AbbVie Inc. | 156 | $34,831.88 | $39,146.64 | - | $4,314.76 | 12.39% | -2.513% |
| ABT Abbott Laboratories | 103 | $13,640.87 | $10,887.1 | - | -$2,753.77 | -20.19% | +0.085% |
| ACGL Arch Capital Group Ltd | 6 | $582.36 | $603.18 | - | $20.82 | 3.58% | -0.603% |
| ACWI iShares MSCI ACWI ETF | 4 | $470 | $625.72 | - | $155.72 | 33.13% | +0.495% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 2,698 | $131,581.46 | $203,024.5 | - | $71,443.04 | 54.3% | -0.172% |
| ADBE Adobe Inc. | 5 | $1,460.01 | $1,252.05 | - | -$207.96 | -14.24% | +1.013% |
| ADI Analog Devices, Inc. | 9 | $3,574.53 | $3,306.69 | - | -$267.84 | -7.49% | +0.202% |
| ADM Archer-Daniels-Midland Co | 9 | $687.6 | $713.43 | - | $25.83 | 3.76% | -1.662% |
| ADP Automatic Data Processing Inc. | 6 | $1,343.7 | $1,598.76 | - | $255.06 | 18.98% | +0.982% |
| ADX Adams Diversified Equity Fund, Inc. | 194 | $3,016.7 | $4,950.88 | - | $1,934.18 | 64.12% | +1.27% |
| AEE Ameren Corporation | 5 | $565.2 | $548.05 | - | -$17.15 | -3.03% | +0.791% |
| AEP American Electric Power Company, Inc. | 10 | $1,368.1 | $1,278.5 | - | -$89.6 | -6.55% | +0.055% |
| AIQ Global X Artificial Intelligence & Technology ETF | 65 | $2,839.85 | $3,827.85 | - | $988 | 34.79% | +0.341% |
| AJG Arthur J. Gallagher & Co. | 5 | $1,147.85 | $1,247.1 | - | $99.25 | 8.65% | -2.745% |
| ALL Allstate Corporation | 4 | $951.76 | $1,056.32 | - | $104.56 | 10.99% | -0.49% |
| AMAT Applied Materials, Inc. | 27 | $12,318.96 | $13,707.09 | - | $1,388.13 | 11.27% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 371 | $63,344.31 | $176,651.65 | - | $113,307.34 | 178.88% | -1.904% |
| AME Ametek Inc. | 9 | $1,456.92 | $2,175.39 | - | $718.47 | 49.31% | +0.708% |
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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 - $1.25M, and Vanguard Intermediate-Term Corporate Bond Fund - $1.09M. 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 - $7.79M, iShares Global REIT ETF - $1.56M, iShares MSCI EAFE ETF - $1.04M, Vanguard FTSE Emerging Markets ETF - $721,325.17, and Schwab International Small-Cap Equity ETF - $562,059.28. 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 $23.77M earned over time. The largest contributors to dividend income include Avantis Emerging Markets Equity ETF - $2.48M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.44M, iShares National Muni Bond ETF - $2.03M, Schwab U.S. Broad Market ETF - $1.72M, and Avantis International Small Cap Value ETF - $1.43M. 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.
