Raymond L. Eaton Portfolio
Invests via Primoris Wealth Advisors LLC | Managed by John A. Catalfamo, Raymond L. Eaton
Invests via Primoris Wealth Advisors LLC
Managed by John A. Catalfamo, Raymond L. Eaton
Automatically Tracked
Raymond L. Eaton Profile
With a distinguished career spanning several decades, Raymond L. Eaton has established himself as a prominent figure in the financial services sector. His extensive experience encompasses leadership roles within various investment firms, where he has driven growth and innovation. Leveraging his deep understanding of market dynamics, Eaton has played a pivotal role in fostering strategic partnerships and enhancing client relationships. Known for his acute insight into capital markets, he remains actively engaged in mentoring emerging leaders while championing sustainable investing practices that prioritize long-term impact.
With a distinguished career spanning several decades, Raymond L. Eaton has established himself as a prominent figure in the financial services sector. His extensive experience encompasses leadership roles within various investment firms, where he has driven growth and innovation. Leveraging his deep understanding of market dynamics, Eaton has played a pivotal role in fostering strategic partnerships and enhancing client relationships. Known for his acute insight into capital markets, he remains actively engaged in mentoring emerging leaders while championing sustainable investing practices that prioritize long-term impact.
Investment Philosophy & Strategy
The financial landscape presents a myriad of opportunities, and Raymond L. Eaton is adept at identifying them through his extensive network and market acumen. Emphasizing sustainable investing, he pursues avenues that balance profitability with positive societal impact. His strategic vision is rooted in fostering innovative partnerships while guiding younger professionals in the field. By integrating forward-thinking approaches into capital deployment, he aims to adapt investments to emerging trends and shifts in consumer demand. This proactive stance allows for an agile response to both risks and growth potential across diverse sectors.
The financial landscape presents a myriad of opportunities, and Raymond L. Eaton is adept at identifying them through his extensive network and market acumen. Emphasizing sustainable investing, he pursues avenues that balance profitability with positive societal impact. His strategic vision is rooted in fostering innovative partnerships while guiding younger professionals in the field. By integrating forward-thinking approaches into capital deployment, he aims to adapt investments to emerging trends and shifts in consumer demand. This proactive stance allows for an agile response to both risks and growth potential across diverse sectors.
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:
95.34%
Gain -0.02%
Monthly
0.98%
Yearly
12.41%
Drawdown
22.16%
$175.66M
Equity
Holdings
$175.66M
Investment
$110.26M
$69.11M
Profit -$75,104.64
Realized
$3.72M
Unrealized
$65.4M
Dividends
$8.7M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$75,104.64
Win %
70%
This Week
Compared To Last Week
Gain
1.85%
Profit
$3.19M
Win %
70%
This Month
Compared to last month
Gain
-3.67%
Profit
-$6.69M
Win %
70%
This Year
Compared to last year
Gain
23.08%
Profit
$32.93M
Win %
71%
AMD Advanced Micro Devices, Inc.
+3.76%
+$402,429.48 
MSTR Strategy Inc.
+3.57%
+$8,447.88 
MU Micron Technology, Inc.
+2.95%
+$378,256.16 
PLTR Palantir Technologies Inc.
+2.44%
+$81,292.64 
MSFT Microsoft Corp.
+1.6%
+$30,863.7 
GOOG Alphabet Inc
+1.29%
+$67,796.49 
GOOGL Alphabet Inc
+1.17%
+$17,077.72 
IBM International Business Machines Corporation
+0.88%
+$2,712.84 
AMZN Amazon.com Inc
+0.8%
+$44,890.56 
CORN Teucrium Corn Fund
+0.76%
+$17,347.5 
V Visa Inc. Class A
+0.74%
+$6,852.16 
SPMO Invesco S&P 500 Momentum ETF
+0.73%
+$2,523.68 
HON Honeywell International Inc.
+0.56%
+$1,417.74 
XLK State Street Technology Select Sector SPDR ETF
+0.52%
+$2,804.62 
CANE Teucrium Sugar Fund
+0.46%
+$1,125 
TJX The TJX Companies, Inc.
+0.44%
+$2,720 
FTEC Fidelity MSCI Information Technology Index ETF
+0.41%
+$39,918.22 
THC Tenet Healthcare Corporation
+0.39%
+$976.51 
QQQ Invesco QQQ Trust, Series 1
+0.36%
+$2,091.63 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.36%
+$483.98 
NVDA NVIDIA Corporation
+0.34%
+$15,555.59 
HACK Amplify Cybersecurity ETF
+0.33%
+$1,904.76 
IHI iShares U.S. Medical Devices ETF
+0.28%
+$866.18 
POWW Ammo Inc.
+0.22%
+$71.5 
ET Energy Transfer L.P.
+0.17%
+$525 
BBN BlackRock Taxable Municipal Bond Trust
+0.16%
+$1,930.85 
VWO Vanguard FTSE Emerging Markets ETF
+0.16%
+$495.18 
LMT Lockheed Martin Corporation
+0.14%
+$270.1 
VUG Vanguard Growth ETF
+0.12%
+$6,335.28 
CLOZ Panagram BBB-B CLO ETF
+0.1%
+$1,286.25 
BRK-B Berkshire Hathaway Inc.
+0.05%
+$332.1 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.04%
+$215.25 
CLOX Eldridge AAA CLO ETF
+0.04%
+$124.5 
SRLN SPDR Blackstone Senior Loan ETF
+0.04%
+$207.81 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.01%
+$183.5 
META Meta Platforms Inc Class A
+0.01%
+$212.52 
TPYP Tortoise North American Pipeline Fund
0%
$0 
WETH Wetouch Technology Inc.
-8.15%
-$2,365 
GWH Ess Tech Inc.
-4.94%
-$721.05 
TSLA Tesla, Inc.
-2.54%
-$36,378.5 
AAPL Apple Inc.
-2.48%
-$178,341.44 
LLY Eli Lilly and Company
-2.33%
-$7,254.72 
MS Morgan Stanley
-2.23%
-$12,347.24 
GFI Gold Fields Ltd. Sponsored ADR
-2.16%
-$12,079.83 
LRCX Lam Research Corporation
-2.15%
-$222,574.56 
HD The Home Depot, Inc.
-2.06%
-$10,666.74 
PHAT Phathom Pharmaceuticals Inc.
-2.06%
-$2,576.03 
DE Deere & Company
-1.95%
-$7,593.91 
NGG National Grid plc Sponsored ADR
-1.83%
-$3,948.02 
BA Boeing Company
-1.8%
-$11,334.4 
WMT Walmart Inc.
-1.71%
-$19,351.8 
JNJ Johnson & Johnson
-1.55%
-$42,248.81 
AXGN Axogen Inc.
-1.35%
-$74,694.72 
DGX Quest Diagnostics Inc.
-1.3%
-$29,455 
NAK Northern Dynasty Minerals Ltd.
-1.23%
-$200 
KRE SPDR S&P Regional Banking ETF
-1.21%
-$4,023.75 
NEE NextEra Energy, Inc.
-1.09%
-$34,221.6 
GIS General Mills, Inc.
-1.03%
-$4,851.99 
WEAT Teucrium Commodity Trust - Teucrium Wheat Fund
-0.97%
-$20,212.5 
XLV Health Care Select Sector SPDR Fund
-0.91%
-$3,076.5 
FIDU Fidelity MSCI Industrials Index ETF
-0.83%
-$3,438.37 
SO The Southern Company
-0.72%
-$12,381.36 
FDVV Fidelity High Dividend ETF
-0.69%
-$14,640.21 
FUTY Fidelity MSCI Utilities Index ETF
-0.67%
-$36,786.75 
XLU Utilities Select Sector SPDR Fund
-0.65%
-$7,634.01 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.64%
-$1,665 
XLP Consumer Staples Select Sector SPDR Fund
-0.6%
-$12,766.33 
DVY iShares Select Dividend ETF
-0.59%
-$2,904.96 
MOO VanEck Agribusiness ETF
-0.57%
-$12,925 
IJH iShares Core S&P Mid-Cap ETF
-0.53%
-$4,991.6 
SCHF Schwab International Equity ETF
-0.46%
-$5,910.75 
IJR iShares Core S&P Small-Cap ETF
-0.41%
-$2,641.2 
MGV Vanguard Mega Cap Value ETF
-0.4%
-$1,137.78 
NORW Global X MSCI Norway ETF
-0.39%
-$1,365 
EIX Edison International
-0.34%
-$1,092.26 
IWM iShares Russell 2000 ETF
-0.32%
-$2,604.68 
MSI Motorola Solutions, Inc.
-0.3%
-$622.48 
COF Capital One Financial Corporation
-0.3%
-$746.47 
FBND Fidelity Total Bond ETF
-0.28%
-$15,764.37 
PM Philip Morris International Inc.
-0.24%
-$8,325.11 
AAAU Goldman Sachs Physical Gold ETF
-0.24%
-$619.87 
GLD SPDR Gold Shares
-0.24%
-$3,584.36 
WM Waste Management, Inc.
-0.23%
-$1,190.16 
CRWD CrowdStrike Holdings, Inc.
-0.21%
-$2,397.74 
FVAL Fidelity Value Factor ETF
-0.14%
-$5,018.53 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$1,950 
IVV iShares Core S&P 500 ETF
-0.1%
-$548.32 
NDMO Nuveen Dynamic Municipal Opportunities Fund
-0.1%
-$545.41 
VOO Vanguard S&P 500 ETF
-0.1%
-$8,657.35 
USA Liberty All Star Equity Fund
-0.09%
-$62.51 
NZF Nuveen Municipal Credit Income Fund
-0.08%
-$607.55 
HYLS FT Tactical High Yield ETF
-0.07%
-$300 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.06%
-$677.89 
PFF iShares Preferred and Income Securities ETF
-0.05%
-$569.79 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.04%
-$669.45 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.02%
-$68.48 Events
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Dividends
Dividend Analysis
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| Trades 1264 | Longs Won 637/1264 50% | Profit Factor 3.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $522,084.81 |
| Average Win $159,667.25 | Best Trade (Jul 22) $12.14M | Sharpe Ratio -9.03 |
| Average Loss -$51,986.09 | Worst Trade (Jun 30) -$1.84M | Z-Score -7.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 3d | Expectancy $54,677.82 |
| 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% | 0.06% |
| Consecutive Losing Trades | 3,378 | 3,041 | 2,703 | 2,365 | 2,027 | 1,689 | 1,351 | 1,014 | 676 | 338 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Raymond L. Eaton?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $2.03M, SPDR Gold Shares - $1.82M, Palantir Technologies Inc - $1.81M, Fidelity MSCI Information Technology Index ETF - $1.52M, and CF Industries Holdings, Inc - $1.42M. 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: Advanced Micro Devices, Inc - $3.25M, Roblox Corporation - $2.12M, Boeing Company - $1.85M, Ammo Inc - $1.09M, and Melco Resorts & Entertainment Ltd. - American Depositary Receipt - $1.01M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Raymond L. Eaton's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.7M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $812,654.13, ProShares UltraPro Short QQQ - $449,681.8, Lockheed Martin Corporation - $338,803.35, Johnson & Johnson - $316,311.85, and Utilities Select Sector SPDR Fund - $277,324.92. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Raymond L. Eaton's monthly returns?
Raymond L. Eaton'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 Raymond L. Eaton's strategy be considered aggressive or moderate?
Raymond L. Eaton'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 Raymond L. Eaton's strategy?
Raymond L. Eaton'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.
