Roseann Higgins Portfolio
Invests via PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | Managed by Roseann Higgins
Invests via PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
Managed by Roseann Higgins
Automatically Tracked
Roseann Higgins Profile
Senior finance executive focused on corporate strategy, M&A and capital markets, with experience advising PE sponsors and corporates on transactions, restructuring and liquidity management. Roseann Higgins combines operational finance leadership with investor relations oversight, supporting due diligence, earnings communications and post-deal integration. Market-relevant strengths include financial modelling, stakeholder engagement and cross-border deal execution.
Senior finance executive focused on corporate strategy, M&A and capital markets, with experience advising PE sponsors and corporates on transactions, restructuring and liquidity management. Roseann Higgins combines operational finance leadership with investor relations oversight, supporting due diligence, earnings communications and post-deal integration. Market-relevant strengths include financial modelling, stakeholder engagement and cross-border deal execution.
Investment Philosophy & Strategy
Brings a transaction-focused, value-oriented investment approach centered on disciplined capital allocation, rigorous due diligence and active portfolio stewardship. Prefers opportunities where strategic M&A, capital-structure optimization and operational integration can unlock value; emphasizes liquidity management, scenario modeling and clear exit pathways. Uses a cross-border, sector-agnostic lens with preference for companies where finance leadership and governance improvements accelerate returns. Time horizon is medium-to-long, with risk managed through covenant, downside protection and staged capital deployment.
Brings a transaction-focused, value-oriented investment approach centered on disciplined capital allocation, rigorous due diligence and active portfolio stewardship. Prefers opportunities where strategic M&A, capital-structure optimization and operational integration can unlock value; emphasizes liquidity management, scenario modeling and clear exit pathways. Uses a cross-border, sector-agnostic lens with preference for companies where finance leadership and governance improvements accelerate returns. Time horizon is medium-to-long, with risk managed through covenant, downside protection and staged capital deployment.
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:
0.77%
Gain
Monthly
0.04%
Yearly
0.5%
Drawdown
14.58%
$828.92M
Equity
Holdings
$828.92M
Investment
$711.17M
$123.16M
Profit +$1.62M
Realized
$5.4M
Unrealized
$117.76M
Dividends
$24.95M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$1.62M
Win %
64%
This Week
Compared To Last Week
Gain
0.54%
Profit
$4.43M
Win %
64%
This Month
Compared to last month
Gain
1.59%
Profit
$12.93M
Win %
64%
This Year
Compared to last year
Gain
8.94%
Profit
$68.01M
Win %
64%
ABT Abbott Laboratories
+10.29%
+$374,362.23 
INTU Intuit Inc.
+4.84%
+$72,412.56 
ACN Accenture plc Class A
+4.81%
+$111,028.32 
MDLZ Mondelez International, Inc.
+4.43%
+$79,190.8 
FDS FactSet Research Systems Inc.
+4.36%
+$93,085.95 
SYK Stryker Corporation
+4.05%
+$96,497.73 
KDP Keurig Dr Pepper Inc.
+4.03%
+$90,377.6 
PAYX Paychex Inc.
+3.93%
+$64,969.6 
PLD Prologis Inc.
+3.77%
+$162,264.6 
ITW Illinois Tool Works Inc.
+3.68%
+$247,062.44 
ZTS Zoetis Inc.
+3.66%
+$49,570.47 
PM Philip Morris International Inc.
+3.62%
+$58,786.25 
MRK Merck & Co., Inc.
+3.56%
+$108,816.4 
IBM International Business Machines Corporation
+3.48%
+$27,029.62 
MDT Medtronic plc
+3.44%
+$58,496.86 
UNP Union Pacific Corporation
+3.42%
+$72,230.05 
ABBV AbbVie Inc.
+3.36%
+$132,312.36 
ADP Automatic Data Processing Inc.
+3.25%
+$144,983.56 
CRM Salesforce Inc
+3.21%
+$57,925.52 
GILD Gilead Sciences Inc.
+3.15%
+$8,793.69 
T AT&T Inc.
+3.06%
+$65,543.88 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+3.04%
+$15,908.76 
PSX Phillips 66
+2.97%
+$158,591.45 
SAP SAP SE Sponsored ADR
+2.97%
+$56,356.36 
AMGN Amgen Inc.
+2.94%
+$145,056.42 
COST Costco Wholesale Corporation
+2.9%
+$182,420.28 
PEP PepsiCo, Inc.
+2.87%
+$125,704.24 
RPM RPM International Inc.
+2.83%
+$44,842.44 
CP Canadian Pacific Kansas City Limited
+2.79%
+$99,689.52 
AROW Arrow Financial Corporation
+2.79%
+$9,200 
MPC Marathon Petroleum Corporation
+2.71%
+$19,245.6 
KO The Coca-Cola Company
+2.71%
+$98,358.61 
SBUX Starbucks Corporation
+2.7%
+$114,562.76 
CL Colgate-Palmolive Company
+2.7%
+$6,740.63 
TJX The TJX Companies, Inc.
+2.65%
+$152,020 
CSX CSX Corporation
+2.61%
+$6,664.14 
VLO Valero Energy Corporation
+2.54%
+$7,430 
MCD McDonald's Corporation
+2.47%
+$97,449.77 
SPGI S&P Global Inc.
+2.46%
+$81,245.96 
WMT Walmart Inc.
+2.42%
+$94,603.82 
FAST Fastenal Co.
+2.41%
+$81,970.6 
HRL Hormel Foods Corporation
+2.41%
+$17,260.65 
MA Mastercard Incorporated
+2.4%
+$67,207.66 
IFF International Flavors & Fragrances Inc.
+2.39%
+$41,725.8 
LOW Lowe's Companies Inc.
+2.33%
+$165,472.12 
PSCC Invesco S&P SmallCap Consumer Discretionary ETF
+2.3%
+$5,883.23 
DIS The Walt Disney Company
+2.16%
+$58,249.8 
DCI Donaldson Company, Inc.
+2.1%
+$6,864.77 
CSL Carlisle Companies Inc.
+2.08%
+$21,201.69 
SHOP Shopify Inc.
+2.07%
+$7,077.9 
AAPL Apple Inc.
+2.05%
+$810,512.4 
V Visa Inc. Class A
+2.03%
+$67,182.1 
UL Unilever PLC Sponsored American Depositary Receipt
+1.96%
+$49,384.51 
TGT Target Corporation
+1.95%
+$19,847.7 
PSCF Invesco S&P SmallCap Financials ETF
+1.93%
+$51,891.15 
GWW W.W. Grainger, Inc.
+1.79%
+$76,694.17 
PG Procter & Gamble Co
+1.78%
+$102,168 
MSFT Microsoft Corp.
+1.73%
+$476,461.99 
PSCD Invesco S&P SmallCap Consumer Discretionary ETF
+1.66%
+$23,082.15 
NVO Novo Nordisk A/S Sponsored ADR
+1.55%
+$5,589.2 
EMR Emerson Electric Co.
+1.53%
+$51,121.4 
USB U.S. Bancorp
+1.48%
+$9,671.07 
TM Toyota Motor Corporation
+1.45%
+$4,308.48 
CVX Chevron Corporation
+1.44%
+$157,695.18 
SHW The Sherwin-Williams Company
+1.42%
+$28,086.74 
VHT Vanguard Health Care ETF
+1.41%
+$4,355.04 
MSI Motorola Solutions, Inc.
+1.41%
+$38,308.83 
BRK-B Berkshire Hathaway Inc.
+1.41%
+$41,192.52 
TRP TC Energy Corporation
+1.37%
+$41,312.65 
CB Chubb Limited
+1.31%
+$50,304.02 
HD The Home Depot, Inc.
+1.3%
+$5,510.04 
FDX FedEx Corporation
+1.29%
+$7,110.4 
NVS Novartis AG Sponsored ADR
+1.27%
+$42,182.4 
ECL Ecolab Inc.
+1.24%
+$92,658.28 
AFL Aflac Inc.
+1.22%
+$46,281.07 
DUK Duke Energy Corporation
+1.21%
+$26,646.97 
JNJ Johnson & Johnson
+1.2%
+$140,672.87 
TRV The Travelers Companies, Inc.
+1.19%
+$7,880.9 
UNH UnitedHealth Group Incorporated
+1.18%
+$66,377.18 
XOM Exxon Mobil Corporation
+1.18%
+$6,842.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.17%
+$82,887.98 
COP ConocoPhillips
+1.14%
+$2,918.23 
VDE Vanguard Energy ETF
+1.04%
+$4,022.64 
PSCH Invesco S&P SmallCap Health Care ETF
+0.96%
+$13,886.79 
HON Honeywell International Inc.
+0.93%
+$2,771.73 
WMB The Williams Companies, Inc.
+0.93%
+$20,227.35 
LIN Linde plc
+0.89%
+$46,307.92 
APD Air Products and Chemicals, Inc.
+0.87%
+$2,645.14 
MLM Martin Marietta Materials, Inc.
+0.87%
+$15,187.93 
PSCI Invesco S&P SmallCap Industrials ETF
+0.86%
+$15,533.11 
DE Deere & Company
+0.85%
+$8,737.44 
SNY Sanofi American Depositary Receipt
+0.83%
+$12,129.26 
LLY Eli Lilly and Company
+0.81%
+$57,933.12 
MMM 3M Company
+0.78%
+$7,983.75 
IWD iShares Russell 1000 Value ETF
+0.76%
+$2,341.71 
WEC WEC Energy Group Inc.
+0.74%
+$38,847.48 
GD General Dynamics Corporation
+0.74%
+$27,058.71 
EOG EOG Resources, Inc.
+0.67%
+$17,617.55 
WFC Wells Fargo & Company
+0.58%
+$3,719.32 
PH Parker-Hannifin Corporation
+0.57%
+$19,194.23 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$6,462.54 
AMT American Tower Corporation
+0.46%
+$8,000.32 
AXP American Express Company
+0.44%
+$21,789.36 
AZN AstraZeneca PLC American Depositary Shares
+0.42%
+$13,493.55 
PNC The PNC Financial Services Group, Inc.
+0.39%
+$12,244 
VTV Vanguard Value ETF
+0.38%
+$1,821.22 
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF
+0.29%
+$1,587.65 
TMO Thermo Fisher Scientific Inc.
+0.29%
+$6,974.76 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$17,521.87 
NEE NextEra Energy, Inc.
+0.22%
+$12,608.6 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.21%
+$530.14 
CMS CMS Energy Corporation
+0.18%
+$4,227.21 
XMHQ Invesco S&P MidCap Quality ETF
+0.16%
+$5,867.46 
LMT Lockheed Martin Corporation
+0.14%
+$2,095.2 
TEX Terex Corporation
+0.14%
+$316.35 
CME CME Group Inc.
+0.12%
+$3,294.28 
VB Vanguard Small-Cap ETF
+0.08%
+$403.42 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$303.42 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$397.76 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$42.5 
PMBS
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GLW Corning Incorporated
-10.07%
-$199,376.24 
INTC Intel Corporation
-6.44%
-$79,427.59 
RIVN Rivian Automotive, Inc.
-5.7%
-$15,732.5 
GE General Electric Company
-5.5%
-$233,777.81 
MVIS Microvision Inc.
-5.33%
-$681.48 
MS Morgan Stanley
-5.21%
-$113,466.57 
GS The Goldman Sachs Group, Inc.
-5.08%
-$279,842.64 
AVGO Broadcom Inc.
-4.7%
-$766,653.92 
GOOGL Alphabet Inc
-4.51%
-$675,490.48 
GOOG Alphabet Inc
-4.5%
-$22,790.88 
NEM Newmont Corporation
-4.33%
-$39,313.04 
CAT Caterpillar Inc.
-4.28%
-$76,029.59 
QCOM QUALCOMM Incorporated
-4.05%
-$217,120.2 
ETN Eaton Corporation plc
-3.86%
-$86,479.3 
TXN Texas Instruments Inc
-3.6%
-$106,459.64 
PSCT Invesco S&P SmallCap Information Technology ETF
-3.07%
-$56,924.75 
CMI Cummins Inc.
-2.99%
-$120,436.32 
RIO Rio Tinto Plc Sponsored ADR
-2.96%
-$66,611.1 
ADI Analog Devices, Inc.
-2.85%
-$409,683.97 
NVDA NVIDIA Corporation
-2.69%
-$173,509.88 
CEG Constellation Energy Corporation
-2.53%
-$128,582.66 
META Meta Platforms Inc Class A
-2.45%
-$304,354.16 
XLK State Street Technology Select Sector SPDR ETF
-2.44%
-$68,908.8 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-2.32%
-$84,919.82 
APH Amphenol Corporation
-2.3%
-$73,929.19 
EEM iShares MSCI Emerging Markets ETF
-2.27%
-$193,598.68 
CSCO Cisco Systems, Inc.
-2.23%
-$300,468.3 
C Citigroup Inc.
-2.14%
-$9,503.16 
IWF iShares Russell 1000 Growth ETF
-2.13%
-$22,333.96 
IEMG iShares Core MSCI Emerging Markets ETF
-2.1%
-$178,111.12 
XMMO Invesco S&P MidCap Momentum ETF
-2.1%
-$78,161.62 
VGT Vanguard Information Technology ETF
-2.05%
-$9,387.36 
GLD SPDR Gold Shares
-1.96%
-$5,445.63 
VOOG Vanguard S&P 500 Growth ETF
-1.85%
-$6,229.44 
QQQ Invesco QQQ Trust, Series 1
-1.77%
-$16,777.2 
TTE TotalEnergies SE
-1.56%
-$2,948.75 
VUG Vanguard Growth ETF
-1.46%
-$25,697.28 
ING ING Groep N.V. Sponsored ADR
-1.46%
-$49,241.08 
RTX RTX Corporation
-1.39%
-$6,659.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.21%
-$26,297.24 
VWO Vanguard FTSE Emerging Markets ETF
-1.2%
-$137,311.46 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.2%
-$4,531.86 
JPM JPMorgan Chase & Co.
-1.2%
-$182,122.13 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.19%
-$32,701.6 
BITB Bitwise Bitcoin ETF
-1.16%
-$11,744.04 
BLK BlackRock, Inc.
-1.09%
-$81,292.12 
AMZN Amazon.com Inc
-1.09%
-$93,562.07 
TT Trane Technologies plc
-1.05%
-$4,106.63 
SLB Schlumberger Limited
-1.02%
-$4,606.05 
HGER Harbor Commodity All-Weather Fund
-1.01%
-$44,989.12 
PSCE Invesco S&P SmallCap Energy ETF
-0.97%
-$4,161.75 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.96%
-$2,672.26 
TSLA Tesla, Inc.
-0.92%
-$5,827.93 
IEFA iShares Core MSCI EAFE ETF
-0.87%
-$123,718.99 
LHX L3Harris Technologies, Inc.
-0.84%
-$31,575.24 
PFF iShares Preferred and Income Securities ETF
-0.7%
-$2,150 
VOO Vanguard S&P 500 ETF
-0.68%
-$16,803.2 
IVV iShares Core S&P 500 ETF
-0.68%
-$276,688.9 
SPY SPDR S&P 500 ETF Trust
-0.67%
-$7,523.02 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.64%
-$9,051.03 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.62%
-$45,521.14 
IWB iShares Russell 1000 ETF
-0.61%
-$2,510 
BCS Barclays PLC Sponsored ADR
-0.55%
-$27,345.1 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.52%
-$1,277.67 
PSCM Invesco S&P SmallCap Materials ETF
-0.51%
-$2,722.64 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.42%
-$46,441.01 
VTWO Vanguard Russell 2000 ETF
-0.33%
-$4,232.46 
IWM iShares Russell 2000 ETF
-0.32%
-$9,972.46 
PSK SPDR ICE Preferred Securities ETF
-0.25%
-$752 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.2%
-$2,932.08 
BNDX Vanguard Total International Bond ETF
-0.18%
-$15,089.37 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.17%
-$8,637.42 
BAC Bank of America Corporation
-0.16%
-$5,321.6 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.16%
-$387.28 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$9,935.92 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.12%
-$8,605.12 
BLV Vanguard Long-Term Bond ETF
-0.1%
-$3,679.84 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.09%
-$5,262.47 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$2,317.91 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.05%
-$6,738.57 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.05%
-$1,463.71 
VO Vanguard Mid-Cap ETF
-0.04%
-$5,391.54 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.04%
-$1,520.54 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.04%
-$2,067.84 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$4,776.23 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$4,322.72 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$1,495.27 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$1,584.59 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.02%
-$149.01 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$46.67 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.01%
-$690.39 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.01%
-$423.6 Events
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Dividends
Dividend Analysis
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| Trades 1216 | Longs Won 767/1216 63% | Profit Factor 4.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $583,634.87 |
| Average Win $209,752.49 | Best Trade (Jul 16) $9.93M | Sharpe Ratio -433.64 |
| Average Loss -$84,022.89 | Worst Trade (Jul 14) -$2.55M | Z-Score 4.5 (100%) |
| Commissions $0 | Avg. Trade Length 10m | Expectancy $101,279.51 |
| 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 | 9,901 | 8,911 | 7,921 | 6,931 | 5,941 | 4,950 | 3,960 | 2,970 | 1,980 | 990 |
Hover over the desired column for a detailed explanation.
Returns
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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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