Beth Zilka Portfolio
Invests via Baron Wealth Management LLC | Managed by Beth Zilka, Joseph Lasslett
Invests via Baron Wealth Management LLC
Managed by Beth Zilka, Joseph Lasslett
Automatically Tracked
Beth Zilka Profile
With a diverse background spanning technology and finance, Beth Zilka has made significant contributions as an innovative leader in the sector. Her career reflects a deep commitment to harnessing technological advancements for business growth, particularly within startups. Drawing from her extensive experience in product development and market strategy, she plays an integral role in shaping emerging companies towards sustainable success. Zilka's insights into venture capital landscapes further enhance her standing as a respected figure among investors seeking disruptive potential within the tech space. Her approach not only fuels entrepreneurship but also positions her at the forefront of industry evolution.
With a diverse background spanning technology and finance, Beth Zilka has made significant contributions as an innovative leader in the sector. Her career reflects a deep commitment to harnessing technological advancements for business growth, particularly within startups. Drawing from her extensive experience in product development and market strategy, she plays an integral role in shaping emerging companies towards sustainable success. Zilka's insights into venture capital landscapes further enhance her standing as a respected figure among investors seeking disruptive potential within the tech space. Her approach not only fuels entrepreneurship but also positions her at the forefront of industry evolution.
Investment Philosophy & Strategy
Innovation serves as a cornerstone for Beth Zilka, who embodies the spirit of entrepreneurship through her multifaceted expertise. By focusing on technology-driven startups, she champions ventures that leverage cutting-edge solutions to reshape industries. The emphasis on scalable business models allows her to identify transformative opportunities within competitive markets effectively. Strategic resource allocation and operational efficiency remain central to her decision-making process, driving growth in diverse sectors. Her unique combination of technical acumen and market insight positions her at the leading edge of startup dynamics, fostering sustainable development in tomorrow's industry leaders.
Innovation serves as a cornerstone for Beth Zilka, who embodies the spirit of entrepreneurship through her multifaceted expertise. By focusing on technology-driven startups, she champions ventures that leverage cutting-edge solutions to reshape industries. The emphasis on scalable business models allows her to identify transformative opportunities within competitive markets effectively. Strategic resource allocation and operational efficiency remain central to her decision-making process, driving growth in diverse sectors. Her unique combination of technical acumen and market insight positions her at the leading edge of startup dynamics, fostering sustainable development in tomorrow's industry leaders.
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:
67.03%
Gain -0.86%
Monthly
1.48%
Yearly
19.33%
Drawdown
22.37%
$381.82M
Equity
Holdings
$381.82M
Investment
$277.32M
$116.17M
Profit -$2.39M
Realized
$11.66M
Unrealized
$104.51M
Dividends
$12M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.86%
Profit
-$2.39M
Win %
76%
This Week
Compared To Last Week
Gain
-0.62%
Profit
-$2.39M
Win %
76%
This Month
Compared to last month
Gain
-1.12%
Profit
-$4.34M
Win %
76%
This Year
Compared to last year
Gain
-0.73%
Profit
-$2.79M
Win %
74%
CRWD CrowdStrike Holdings, Inc.
+14.34%
+$122,771.66 
PANW Palo Alto Networks, Inc.
+14.01%
+$41,697.01 
ADSK Autodesk, Inc.
+7.88%
+$33,940.71 
NOW ServiceNow, Inc.
+7.69%
+$47,750.34 
CTSH Cognizant Technology Solutions Corporation
+7.12%
+$23,901.53 
TYL Tyler Technologies Inc.
+7.08%
+$36,618.24 
ACN Accenture plc Class A
+6.28%
+$24,243.47 
VRSK Verisk Analytics Inc.
+6.06%
+$29,020.46 
HOFT Hooker Furnishings Corporation
+5.42%
+$15,957.2 
DBX Dropbox Inc.
+4.54%
+$15,491.08 
CRM Salesforce Inc
+4.5%
+$29,090.35 
SHOP Shopify Inc.
+4.15%
+$10,279.5 
III Information Services Group Inc.
+3.95%
+$2,982.75 
BR Broadridge Financial Solutions, Inc.
+3.82%
+$11,390.57 
NFLX Netflix, Inc.
+3.76%
+$30,400.77 
MCK McKesson Corporation
+3.23%
+$14,965.13 
ADP Automatic Data Processing Inc.
+3.12%
+$14,161.84 
GOOGL Alphabet Inc
+3.08%
+$110,935.44 
TBLA Taboola.com Ltd.
+3.02%
+$3,644.05 
EBS Emergent BioSolutions Inc.
+2.97%
+$3,004.22 
GOOG Alphabet Inc
+2.97%
+$86,176.86 
META Meta Platforms Inc Class A
+2.91%
+$33,442.03 
YELP Yelp Inc.
+2.82%
+$5,976.6 
WST West Pharmaceutical Services, Inc.
+2.76%
+$11,229.31 
IBM International Business Machines Corporation
+2.71%
+$10,579.82 
FIVE Five Below, Inc.
+2.69%
+$63,790.65 
GHC Graham Holdings Co.
+2.52%
+$5,911.17 
BFH Bread Financial Holdings Inc.
+2.45%
+$16,843.93 
SYK Stryker Corporation
+2.45%
+$11,183.21 
PAYX Paychex Inc.
+2.4%
+$7,870.18 
OVV Ovintiv Inc.
+2.35%
+$7,818 
NAT Nordic American Tankers Ltd.
+2.35%
+$7,757.23 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+2.33%
+$7,727.2 
MO Altria Group, Inc.
+2.32%
+$20,678.4 
MSI Motorola Solutions, Inc.
+2.3%
+$6,710.72 
MSFT Microsoft Corp.
+2.27%
+$118,139.45 
WMT Walmart Inc.
+2.27%
+$27,779.76 
DIS The Walt Disney Company
+2.19%
+$5,482.49 
LLY Eli Lilly and Company
+2.04%
+$21,360.75 
PBI Pitney Bowes Inc.
+2.02%
+$3,458.97 
VRSN Verisign Inc.
+1.98%
+$12,820.02 
MCD McDonald's Corporation
+1.96%
+$9,800.96 
LOPE Grand Canyon Education Inc.
+1.95%
+$6,944.3 
GILD Gilead Sciences Inc.
+1.86%
+$23,904.51 
SPGI S&P Global Inc.
+1.85%
+$15,549.6 
RNR Renaissancere Holdings Ltd.
+1.81%
+$3,774.41 
MRSH Marsh & McLennan Companies, Inc.
+1.78%
+$5,101.64 
ALL Allstate Corporation
+1.78%
+$9,666.61 
CME CME Group Inc.
+1.73%
+$4,326.14 
ABBV AbbVie Inc.
+1.73%
+$15,193.68 
PM Philip Morris International Inc.
+1.7%
+$5,388.12 
CL Colgate-Palmolive Company
+1.6%
+$12,315.4 
COST Costco Wholesale Corporation
+1.58%
+$6,237.9 
AFL Aflac Inc.
+1.5%
+$7,833.44 
DHR Danaher Corporation
+1.5%
+$8,898.15 
LHX L3Harris Technologies, Inc.
+1.46%
+$5,697.33 
MCY Mercury General Corporation
+1.44%
+$3,169.32 
PGR Progressive Corporation
+1.4%
+$5,216.64 
IMO Imperial Oil Limited
+1.38%
+$7,202.96 
MOAT VanEck Morningstar Wide Moat Fund
+1.34%
+$4,416.5 
UNH UnitedHealth Group Incorporated
+1.32%
+$9,814.36 
FBP First BanCorp Puerto Rico
+1.32%
+$6,771.11 
KTB Kontoor Brands Inc.
+1.28%
+$2,707.25 
ROL Rollins, Inc.
+1.25%
+$3,560.47 
DDS Dillard's Inc.
+1.25%
+$5,459.4 
AIG American International Group Inc.
+1.2%
+$2,729.7 
QUAD Quad Graphics Inc.
+1.19%
+$2,996.76 
DLX Deluxe Corporation
+1.19%
+$4,288.2 
AMGN Amgen Inc.
+1.18%
+$9,723.23 
IDXX IDEXX Laboratories, Inc.
+1.15%
+$4,398.4 
ZTS Zoetis Inc.
+1.14%
+$2,399.79 
KO The Coca-Cola Company
+1.1%
+$3,898.43 
CVS CVS Health Corporation
+1.09%
+$3,246.56 
WSFS WSFS Financial Corporation
+1.08%
+$2,414.09 
NHC National HealthCare Corporation
+1.07%
+$3,019.2 
LOW Lowe's Companies Inc.
+1.06%
+$9,132.3 
CBOE Cboe Global Markets Inc.
+1.05%
+$3,996 
ODFL Old Dominion Freight Line, Inc.
+1.05%
+$7,019.46 
V Visa Inc. Class A
+1.05%
+$17,134.04 
ENVA Enova International Inc.
+1.03%
+$2,120.58 
DHT DHT Holdings Inc.
+1.02%
+$3,564.68 
MEDP Medpace Holdings Inc.
+1.02%
+$3,731.52 
CBT Cabot Corporation
+1%
+$6,809.6 
HD The Home Depot, Inc.
+1%
+$2,416.39 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$12,027.28 
WRB W.R. Berkley Corporation
+0.94%
+$4,105.86 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.92%
+$8,094.56 
VEEV Veeva Systems Inc.
+0.89%
+$4,263.92 
AXP American Express Company
+0.89%
+$2,900.16 
ABT Abbott Laboratories
+0.87%
+$2,648.64 
PHM PulteGroup Inc.
+0.87%
+$2,585.05 
IHG Intercontinental Hotels Group PLC ADR
+0.86%
+$1,814.12 
CB Chubb Limited
+0.85%
+$5,907.16 
KFY Korn Ferry
+0.85%
+$4,288.02 
MKL Markel Group Inc.
+0.77%
+$1,450.58 
SNA Snap-on Inc.
+0.77%
+$70,651.83 
HIG The Hartford Insurance Group, Inc.
+0.73%
+$1,622.61 
NXST Nexstar Media Group Inc.
+0.72%
+$1,854.09 
TRV The Travelers Companies, Inc.
+0.7%
+$5,005.96 
ZIM ZIM Integrated Shipping Services Ltd.
+0.68%
+$2,229.8 
SIG Signet Jewelers Ltd.
+0.67%
+$1,965.78 
URI United Rentals, Inc.
+0.65%
+$1,186.68 
MA Mastercard Incorporated
+0.61%
+$5,577.52 
ITW Illinois Tool Works Inc.
+0.58%
+$1,884.48 
JNJ Johnson & Johnson
+0.58%
+$17,691.51 
PNFP Pinnacle Financial Partners Inc.
+0.56%
+$1,164.24 
AAPL Apple Inc.
+0.54%
+$98,704.73 
EOG EOG Resources, Inc.
+0.53%
+$1,319.05 
PG Procter & Gamble Co
+0.52%
+$5,557.56 
ENSG The Ensign Group, Inc.
+0.48%
+$1,913.15 
PRDO Perdoceo Education Corporation
+0.45%
+$1,103.4 
MRK Merck & Co., Inc.
+0.44%
+$2,469.64 
RBA Rb Global Inc.
+0.41%
+$1,223.03 
MCO Moody's Corporation
+0.38%
+$2,833.74 
TMO Thermo Fisher Scientific Inc.
+0.38%
+$1,710.62 
THC Tenet Healthcare Corporation
+0.37%
+$1,263.22 
GD General Dynamics Corporation
+0.36%
+$1,218.91 
SBUX Starbucks Corporation
+0.35%
+$1,195.77 
PFS Provident Financial Services Inc.
+0.22%
+$466.23 
FAST Fastenal Co.
+0.21%
+$2,103.15 
UNP Union Pacific Corporation
+0.18%
+$686.01 
KMT Kennametal Inc.
+0.17%
+$602.7 
NSC Norfolk Southern Corporation
+0.16%
+$367.51 
RGA Reinsurance Group of America, Inc.
+0.13%
+$348.16 
RUSHA Rush Enterprises Inc.
+0.12%
+$503.82 
TJX The TJX Companies, Inc.
+0.12%
+$363.76 
LII Lennox International Inc.
+0.12%
+$303.45 
SU Suncor Energy Inc.
+0.1%
+$838.67 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$397.8 
JOYY JOYY Inc. American Depositary Shares
+0.08%
+$348.48 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$39,457.6 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.06%
+$199.53 
PEP PepsiCo, Inc.
+0.04%
+$114.94 
PVAL Putnam Focused Large Cap Value ETF
+0.04%
+$104.24 
ICE Intercontinental Exchange, Inc.
+0.03%
+$104.5 
DOV Dover Corporation
+0.02%
+$45.6 
INVH Invitation Homes Inc.
+0.02%
+$33.75 
SNDR Schneider National, Inc.
+0.01%
+$39.2 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$51.93 
BPOP Popular Inc.
0%
$0 
EQR Equity Residential
0%
$0 
PBYI Puma Biotechnology Inc.
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ACT Enact Holdings, Inc.
0%
$0 
BTE Baytex Energy Corp
0%
$0 MFSI
MFSI
0%
$0 
GLW Corning Incorporated
-14.09%
-$53,982.3 
AEIS Advanced Energy Industries Inc.
-10.64%
-$88,133.31 
TSEM Tower Semiconductor Ltd.
-9.32%
-$47,766.78 
GEV GE Vernova Inc.
-8.66%
-$34,403.51 
CLS Celestica Inc.
-8.53%
-$44,886.45 
LRCX Lam Research Corporation
-7.91%
-$14,183.6 
STRL Sterling Infrastructure, Inc.
-7.76%
-$35,297.41 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$39,274.04 
AMAT Applied Materials, Inc.
-6.73%
-$8,727.32 
KLAC KLA Corporation
-6.44%
-$11,465.4 
FIX Comfort Systems USA, Inc.
-6.24%
-$14,130.29 
JCI Johnson Controls International plc
-5.83%
-$40,039.52 
APH Amphenol Corporation
-5.64%
-$42,645.68 
JBL Jabil Inc.
-5.53%
-$61,740.75 
ON ON Semiconductor Corporation
-5.4%
-$25,531.32 
BAC Bank of America Corporation
-5.3%
-$41,848.45 
INTC Intel Corporation
-5.3%
-$16,414.1 
DELL Dell Technologies Inc.
-5.04%
-$16,422.13 
WCC Wesco International Inc.
-5%
-$23,193.4 
GTX Garrett Motion Inc.
-4.92%
-$39,063.28 
PHIN Phinia Inc.
-4.79%
-$14,398.14 
AVGO Broadcom Inc.
-4.79%
-$109,687.5 
MU Micron Technology, Inc.
-4.76%
-$71,617.99 
ADI Analog Devices, Inc.
-4.53%
-$73,333.4 
ORCL Oracle Corporation
-4.42%
-$10,377.14 
TS Tenaris S.A.
-4.18%
-$15,919.2 
MLCO Melco Resorts & Entertainment Ltd. - American Depositary Receipt
-4.16%
-$3,774.33 
CAT Caterpillar Inc.
-4.15%
-$51,936.74 
TDW Tidewater Inc.
-4.15%
-$12,667.53 
HEI Heico Corporation
-4.14%
-$27,616.91 
EME EMCOR Group, Inc.
-4.12%
-$7,870.62 
GS The Goldman Sachs Group, Inc.
-3.97%
-$23,061.99 
BWA BorgWarner Inc.
-3.95%
-$70,731.22 
AMD Advanced Micro Devices, Inc.
-3.9%
-$20,235.67 
CGAU Centerra Gold Inc.
-3.73%
-$23,227.36 
EFXT Enerflex Ltd.
-3.45%
-$24,118.7 
MS Morgan Stanley
-3.4%
-$42,405.93 
KGC Kinross Gold Corporation
-3.31%
-$21,173.06 
CMC Commercial Metals Company
-3.21%
-$8,398.03 
BCS Barclays PLC Sponsored ADR
-3.2%
-$34,924.18 
CDE Coeur Mining, Inc.
-3.06%
-$6,553.89 
CSTM Constellium SE
-2.98%
-$6,462.3 
NVDA NVIDIA Corporation
-2.85%
-$146,580.6 
SNX TD Synnex Corporation
-2.83%
-$8,206.74 
DB Deutsche Bank AG
-2.73%
-$27,577.49 
AA Alcoa Corporation
-2.71%
-$11,847.64 
CGXU Capital Group International Focus Equity ETF
-2.62%
-$7,333.4 
EMR Emerson Electric Co.
-2.59%
-$17,050.35 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-2.57%
-$3,698.07 
PH Parker-Hannifin Corporation
-2.5%
-$42,102.2 
ITRN Ituran Location and Control Ltd.
-2.28%
-$4,351.2 
NWG NatWest Group plc Sponsored ADR
-2.2%
-$22,899.28 
ROK Rockwell Automation, Inc.
-2.17%
-$6,277.51 
CYD China Yuchai International Ltd
-2.12%
-$5,915.08 
RRR Red Rock Resorts Inc.
-2.11%
-$4,008.33 
GE General Electric Company
-1.98%
-$9,938.16 
NSIT Insight Enterprises Inc.
-1.98%
-$5,932.32 
OC Owens Corning
-1.98%
-$3,601.8 
CCI Crown Castle Inc.
-1.97%
-$7,649.66 
TXN Texas Instruments Inc
-1.96%
-$3,673.25 
AM Antero Midstream Corporation
-1.95%
-$3,840.33 
WFC Wells Fargo & Company
-1.94%
-$14,070 
LYG Lloyds Banking Group Plc ADR
-1.91%
-$1,989.62 
BKTI Bk Technologies Corp
-1.87%
-$3,550.96 
MGA Magna International Inc.
-1.81%
-$12,103.2 
JPM JPMorgan Chase & Co.
-1.72%
-$38,774.16 
SII Sprott Inc.
-1.71%
-$6,374.88 
MMM 3M Company
-1.71%
-$7,653.48 
TK Teekay Corporation Ltd.
-1.7%
-$2,567.11 
AIT Applied Industrial Technologies Inc.
-1.67%
-$3,832.29 
CSCO Cisco Systems, Inc.
-1.65%
-$23,404.35 
AMG Affiliated Managers Group Inc.
-1.64%
-$4,436.35 
WAB Wabtec Corporation
-1.63%
-$4,019.4 
SENEA Seneca Foods Corporation Class A
-1.62%
-$5,132.09 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-1.59%
-$11,477.87 
AEM Agnico Eagle Mines Limited
-1.48%
-$5,663.79 
ETR Entergy Corporation
-1.48%
-$4,767.36 
C Citigroup Inc.
-1.47%
-$8,684.32 
IDMO Invesco S&P International Developed Momentum ETF
-1.41%
-$6,144.56 
TSLA Tesla, Inc.
-1.4%
-$16,133.12 
FHI Federated Hermes Inc.
-1.39%
-$3,772.35 
UI Ubiquiti Inc.
-1.36%
-$5,637.14 
SAN Banco Santander S.A. Sponsored ADR
-1.34%
-$18,925.2 
RTX RTX Corporation
-1.32%
-$8,892.25 
CTVA Corteva Inc.
-1.27%
-$13,288.33 
AMZN Amazon.com Inc
-1.22%
-$48,462.76 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-1.2%
-$99,437.13 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$43,680.58 
NMR Nomura Holdings Inc. Sponsored ADR
-1.15%
-$3,720.75 
TDY Teledyne Technologies Incorporated
-1.13%
-$2,376.69 
RIVN Rivian Automotive, Inc.
-1.09%
-$54,942.09 
MFG Mizuho Financial Group Inc. ADR
-1.05%
-$1,326.72 
QCOM QUALCOMM Incorporated
-0.99%
-$2,432.64 
IGF iShares Global Infrastructure ETF
-0.98%
-$4,658.22 
SIGI Selective Insurance Group Inc.
-0.97%
-$3,275.36 
CVX Chevron Corporation
-0.94%
-$4,874.25 
MLI Mueller Industries Inc.
-0.89%
-$3,892.32 
FBCG Fidelity Blue Chip Growth Fund
-0.89%
-$2,267.65 
FLR Fluor Corporation
-0.86%
-$2,066.93 
WAFD WaFd, Inc.
-0.86%
-$2,572.01 
XOM Exxon Mobil Corporation
-0.85%
-$6,985.03 
DVN Devon Energy Corporation
-0.83%
-$2,014.83 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.78%
-$19,958.6 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$3,152.54 
CNS Cohen & Steers Inc.
-0.72%
-$3,294 
TNK Teekay Tankers Ltd
-0.69%
-$2,865.8 
NEE NextEra Energy, Inc.
-0.69%
-$2,725.17 
MSCI MSCI Inc.
-0.68%
-$2,755.87 
COP ConocoPhillips
-0.66%
-$1,992.92 
EFA iShares MSCI EAFE ETF
-0.65%
-$8,226.02 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.65%
-$213,457.87 
TNL Travel + Leisure Co.
-0.64%
-$1,747.17 
LIN Linde plc
-0.62%
-$5,533.36 
BKE Buckle Inc.
-0.61%
-$2,179.25 
VMC Vulcan Materials Company
-0.57%
-$1,238.4 
BAP Credicorp Ltd.
-0.57%
-$1,430.71 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$10,202.76 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$22,040.48 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$123,682.14 
ES Eversource Energy
-0.51%
-$1,460.55 
TOL Toll Brothers Inc
-0.51%
-$2,262.51 
MUR Murphy Oil Corporation
-0.51%
-$2,342.73 
AMT American Tower Corporation
-0.49%
-$1,741.52 
IX Orix Corporation Sponsored ADR
-0.46%
-$1,588.04 
VTV Vanguard Value ETF
-0.46%
-$4,710.19 
DUK Duke Energy Corporation
-0.45%
-$1,876.24 
SHEL Shell plc
-0.44%
-$1,151.11 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.43%
-$39,473.64 
VO Vanguard Mid-Cap ETF
-0.43%
-$2,935.45 
ECL Ecolab Inc.
-0.43%
-$1,468.46 
SO The Southern Company
-0.43%
-$1,017.37 
CM Canadian Imperial Bank of Commerce
-0.43%
-$1,957.55 
IVLU iShares MSCI International Value Factor ETF
-0.41%
-$2,491.76 
CSX CSX Corporation
-0.38%
-$1,121.1 
USB U.S. Bancorp
-0.37%
-$3,701.72 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$16,929.76 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$21,842.11 
VOO Vanguard S&P 500 ETF
-0.34%
-$3,549.44 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$2,562.72 
IVV iShares Core S&P 500 ETF
-0.32%
-$865.51 
GWW W.W. Grainger, Inc.
-0.31%
-$1,046.75 
HCA HCA Healthcare Inc.
-0.31%
-$920.04 
OEF iShares S&P 100 ETF
-0.29%
-$2,150.4 
CTAS Cintas Corporation
-0.29%
-$1,588.62 
BA Boeing Company
-0.23%
-$682.08 
IWR iShares Russell Mid-Cap ETF
-0.23%
-$2,222.25 
BKDV BNY Mellon Dynamic Value ETF
-0.22%
-$2,431.43 
IWM iShares Russell 2000 ETF
-0.19%
-$1,786.54 
VTWO Vanguard Russell 2000 ETF
-0.18%
-$488.46 
AEG Aegon N.V.
-0.17%
-$340.17 
SAIA Saia, Inc.
-0.16%
-$532.51 
VYMI Vanguard International High Dividend Yield Index Fund
-0.14%
-$560.1 
INMD InMode Ltd.
-0.13%
-$237.08 
MFC Manulife Financial Corporation
-0.05%
-$248.64 
SGHC Super Group (SGHC) Limited
-0.04%
-$58.22 
ATKR Atkore Inc.
-0.02%
-$85.76 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$229.28 Events
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Dividends
Dividend Analysis
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| Trades 2726 | Longs Won 1887/2726 69% | Profit Factor 9.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $442,547.29 |
| Average Win $68,962.36 | Best Trade (Aug 14) $20.69M | Sharpe Ratio -52.01 |
| Average Loss -$16,638.98 | Worst Trade (Aug 02) -$1.25M | Z-Score 13.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 6d | Expectancy $42,616.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 9,044 | $482,187.33 | $424,615.8 | - | -$57,571.53 | -11.94% | -2.714% |
| AAPL Apple Inc. | 55,142 | $10.74M | $18.42M | - | $7.68M | 71.56% | +0.539% |
| ABBV AbbVie Inc. | 3,422 | $688,121.65 | $895,058.32 | - | $206,936.67 | 30.07% | +1.727% |
| ABT Abbott Laboratories | 2,976 | $388,426.09 | $306,051.84 | - | -$82,374.25 | -21.21% | +0.873% |
| ACN Accenture plc Class A | 2,099 | $261,257 | $410,249.55 | - | $148,992.55 | 57.03% | +6.281% |
| ACT Enact Holdings, Inc. | 5,367 | $219,594.14 | $253,966.44 | - | $34,372.3 | 15.65% | 0.0 |
| ADI Analog Devices, Inc. | 4,276 | $728,291.38 | $1.55M | - | $818,038.5 | 112.32% | -4.528% |
| ADP Automatic Data Processing Inc. | 1,694 | $379,348 | $468,594.28 | - | $89,246.28 | 23.53% | +3.116% |
| ADSK Autodesk, Inc. | 2,029 | $485,742.6 | $464,900.31 | - | -$20,842.29 | -4.29% | +7.876% |
| AEG Aegon N.V. | 22,678 | $178,143.32 | $205,122.51 | - | $26,979.19 | 15.14% | -0.166% |
| AEIS Advanced Energy Industries Inc. | 2,883 | $249,045 | $740,008.44 | - | $490,963.44 | 197.14% | -10.642% |
| AEM Agnico Eagle Mines Limited | 1,907 | $244,437.74 | $376,422.73 | - | $131,984.99 | 54% | -1.482% |
| AFL Aflac Inc. | 4,528 | $377,084.85 | $529,821.28 | - | $152,736.43 | 40.5% | +1.501% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 13,302 | $332,736.02 | $341,927.91 | - | $9,191.89 | 2.76% | +0.058% |
| AIG American International Group Inc. | 3,033 | $199,295.4 | $231,205.59 | - | $31,910.19 | 16.01% | +1.195% |
| AIT Applied Industrial Technologies Inc. | 711 | $240,459 | $226,375.29 | - | -$14,083.71 | -5.86% | -1.665% |
| ALL Allstate Corporation | 2,141 | $410,269.13 | $552,859.72 | - | $142,590.59 | 34.76% | +1.78% |
| AM Antero Midstream Corporation | 8,931 | $203,619.41 | $193,177.53 | - | -$10,441.88 | -5.13% | -1.949% |
| AMAT Applied Materials, Inc. | 284 | $205,482 | $120,915.84 | - | -$84,566.16 | -41.16% | -6.732% |
| AMD Advanced Micro Devices, Inc. | 1,005 | $583,815 | $498,474.97 | - | -$85,340.03 | -14.62% | -3.901% |
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FAQ
Which stocks have generated the highest profits for Beth Zilka?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI USA Quality Factor ETF - $3.85M, iShares Core S&P Small-Cap ETF - $3.18M, Franklin International Core Dividend Tilt Index ETF - $1.33M, NVIDIA Corporation - $1.14M, and Apple Inc - $883,029.92. 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: Baxter International Inc - $538,061.04, CoStar Group, Inc - $261,656.66, UnitedHealth Group Incorporated - $236,166.19, Globant S.A - $222,793.82, and Paycom Software, Inc - $200,797.95. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Beth Zilka's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12M earned over time. The largest contributors to dividend income include iShares MSCI USA Quality Factor ETF - $1.79M, Franklin International Core Dividend Tilt Index ETF - $1.33M, iShares Core S&P Small-Cap ETF - $1.24M, Snap-on Inc - $698,434.34, and Ford Motor Company - $518,445.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Beth Zilka's monthly returns?
Beth Zilka'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 Beth Zilka's strategy be considered aggressive or moderate?
Beth Zilka'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 Beth Zilka's strategy?
Beth Zilka'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.
