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:
116.54%
Gain +1.04%
Monthly
0.78%
Yearly
9.84%
Drawdown
27.71%
$207.98M
Equity
Holdings
$207.98M
Investment
$157.93M
$59.74M
Profit +$1.63M
Realized
$9.69M
Unrealized
$50.05M
Dividends
$9.43M
Goals
Avg. 38% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.04%
Profit
$1.63M
Win %
59%
This Week
Compared To Last Week
Gain
0.79%
Profit
$1.63M
Win %
59%
This Month
Compared to last month
Gain
-2.86%
Profit
-$6.13M
Win %
59%
This Year
Compared to last year
Gain
-4.87%
Profit
-$10.66M
Win %
61%
TSLA Tesla, Inc.
+5.75%
+$20,113.38 
INTC Intel Corporation
+5.08%
+$130,871.78 
STX Seagate Technology Holdings plc
+3.85%
+$13,092.31 
LRCX Lam Research Corp.
+3.82%
+$229,570.66 
MU Micron Technology Inc.
+3.65%
+$265,541.94 
AMAT Applied Materials Inc.
+3.53%
+$5,145.38 
DELL Dell Technologies Inc. Class C Common Stock
+3.25%
+$22,267.5 
ATRO Astronics Corporation
+3.25%
+$9,400 
MRVL Marvell Technology Inc.
+3.1%
+$103,460.19 
HONA Honeywell Aerospace Inc.
+2.93%
+$7,745.43 
AMD Advanced Micro Devices Inc.
+2.92%
+$277,810.17 
TELA TELA Bio, Inc.
+2.85%
+$558.25 
HACK Amplify Cybersecurity ETF
+2.85%
+$13,460.72 
SHMD Schmid Group N.V.
+2.77%
+$37,692 
MS Morgan Stanley Common Stock
+2.71%
+$12,475.59 
NVDA NVIDIA Corporation
+2.59%
+$123,986.47 
XLK State Street Technology Select Sector SPDR ETF
+1.88%
+$10,602.08 
NZF Nuveen Municipal Credit Income Fund
+1.78%
+$14,187.23 
GFI Gold Fields Ltd. Sponsored ADR
+1.76%
+$10,679.27 
SPFI South Plains Financial Inc.
+1.72%
+$7,122.5 
CRWD CrowdStrike Holdings, Inc.
+1.69%
+$21,586.01 
FTEC Fidelity MSCI Information Technology Index ETF
+1.66%
+$194,292.21 
SPMO Invesco S&P 500 Momentum ETF
+1.59%
+$5,313 
UFO Procure Space ETF
+1.58%
+$4,032 
FIDU Fidelity MSCI Industrials Index ETF
+1.43%
+$5,135.62 
ET Energy Transfer LP
+1.34%
+$4,125 
MSFT Microsoft Corporation Common Stock
+1.27%
+$10,749.46 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.27%
+$53,721.75 
PAVE Global X U.S. Infrastructure Development ETF
+1.23%
+$7,620 
QQQ Invesco QQQ Trust, Series 1
+1.23%
+$7,369.48 
ROBO ROBO Global Robotics and Automation Index ETF
+1.11%
+$1,950.5 
MSI Motorola Solutions, Inc.
+1.08%
+$2,615.42 
JPM JPMorgan Chase & Co.
+1.06%
+$2,376.28 
BRK-B Berkshire Hathaway Inc.
+1.03%
+$9,737.1 
MQY BlackRock MuniYield Quality Fund, Inc.
+1.02%
+$14,058.66 
POWW Outdoor Holding Company
+1.02%
+$357.5 
EIX Edison International
+0.98%
+$2,352.56 
PM Philip Morris International Inc.
+0.95%
+$36,666.2 
VUG Vanguard Morningstar Growth ETF
+0.93%
+$91,184.13 
CAT Caterpillar Inc.
+0.87%
+$1,584.03 
IJH iShares Core S&P Mid-Cap ETF
+0.85%
+$7,217.64 
NDMO Nuveen Dynamic Municipal Opportunities Fund
+0.79%
+$3,924.45 
VV Vanguard Morningstar Large-Cap ETF
+0.77%
+$8,450.07 
DBJP Xtrackers MSCI Japan Hedged Equity ETF
+0.76%
+$18,728.6 
JNJ Johnson & Johnson
+0.74%
+$20,561.76 
IVV iShares Core S&P 500 ETF
+0.72%
+$4,350.51 
SPY State Street SPDR S&P 500 ETF Trust
+0.71%
+$13,550.08 
VOO Vanguard S&P 500 ETF
+0.7%
+$75,269.99 
KRE State Street SPDR S&P Regional Banking ETF
+0.68%
+$2,252.25 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
+0.66%
+$1,925 
WM Waste Management Inc.
+0.64%
+$3,198.08 
IJR iShares Core S&P Small-Cap ETF
+0.6%
+$3,152.96 
BRKR Bruker Corp.
+0.59%
+$14,110 
USA Liberty All Star Equity Fund
+0.59%
+$433.16 
MGV Vanguard Mega Cap Value ETF
+0.56%
+$2,170.05 
IAK iShares U.S. Insurance ETF
+0.54%
+$2,663.25 
IWM iShares Russell 2000 ETF
+0.51%
+$4,961.6 
SCHF Schwab International Equity ETF
+0.5%
+$6,494.44 
FDVV Fidelity High Dividend ETF
+0.5%
+$10,075.93 
XLRE State Street Real Estate Select Sector SPDR ETF
+0.43%
+$10,582 
COF Capital One Financial Corp.
+0.41%
+$999.32 
BNDD Quadratic Deflation ETF
+0.31%
+$4,513.5 
AAAU Goldman Sachs Physical Gold ETF
+0.3%
+$1,011.6 
GLD SPDR Gold Shares
+0.29%
+$1,524.76 
AMZN Amazon.com Inc
+0.28%
+$18,658.67 
TLT iShares 20+ Year Treasury Bond ETF
+0.28%
+$5,809.05 
FVAL Fidelity Value Factor ETF
+0.27%
+$10,529.55 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.25%
+$798.2 
FUTY Fidelity MSCI Utilities Index ETF
+0.24%
+$8,505.25 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.16%
+$768.73 
XLU State Street Utilities Select Sector SPDR ETF
+0.15%
+$1,576.64 
NEE NextEra Energy Inc.
+0.15%
+$4,574.7 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.14%
+$3,085 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.13%
+$160.83 
LLY Eli Lilly and Company
+0.12%
+$4,079.09 
SG Sweetgreen Inc. Class A Common Stock
+0.1%
+$100 
BBN BlackRock Taxable Municipal Bond Trust
+0.1%
+$1,158.56 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.09%
+$1,444 
CLOX Eldridge AAA CLO ETF
+0.08%
+$2,293 
ALLW State Street Bridgewater All Weather ETF
+0.07%
+$271.78 
NGG National Grid plc Sponsored ADR
+0.06%
+$128.6 
FBND Fidelity Total Bond ETF
+0.06%
+$3,159.97 
HYLS First Trust Tactical High Yield ETF
+0.05%
+$300 
WMT Walmart Inc.
+0.03%
+$345.94 
DVY iShares Select Dividend ETF
+0.03%
+$121.04 
FLTB Fidelity Limited Term Bond ETF
0%
+$1.1 
IEF iShares 7-10 Year Treasury Bond ETF
0%
-$0.03 
HONIV Honeywell International Inc.
0%
$0 
GWH ESS Tech, Inc.
-20.45%
-$297 
MSTR Strategy Inc.
-4.16%
-$15,151.35 
UVIX 2x Long VIX Futures ETF
-4.04%
-$53,710 
GIS General Mills Inc.
-2.52%
-$10,761.47 
NAK Northern Dynasty Minerals Ltd.
-2.43%
-$192 
UNH UnitedHealth Group Inc.
-2.16%
-$6,463.6 
ELV Elevance Health, Inc.
-2.02%
-$7,573.5 
META Meta Platforms Inc Class A
-1.98%
-$37,413.47 
RH RH Inc.
-1.89%
-$27,194.9 
WRBY Warby Parker Inc. Class A Common Stock
-1.83%
-$10,925 
NOW ServiceNow Inc.
-1.32%
-$12,096.06 
WETH Wetouch Technology Inc.
-1.3%
-$244 
SJM The J. M. Smucker Company
-1.18%
-$2,734.11 
IHF iShares U.S. Healthcare Providers ETF
-1.17%
-$3,172.5 
AAPL Apple Inc.
-1.13%
-$85,006.12 
GOOG Alphabet Inc
-1.12%
-$55,841.94 
V Visa Inc. Class A
-1.11%
-$11,682.19 
GOOGL Alphabet Inc
-1.04%
-$15,019.63 
TJX The TJX Companies, Inc.
-0.9%
-$8,492.72 
DE Deere & Company
-0.83%
-$3,401.1 
XLP State Street Consumer Staples Select Sector SPDR ETF
-0.56%
-$11,861.68 
BA The Boeing Company
-0.52%
-$2,787.15 
VWO Vanguard FTSE Emerging Markets ETF
-0.47%
-$1,491.15 
AXGN Axogen, Inc.
-0.45%
-$23,971.53 
HQY HealthEquity, Inc.
-0.41%
-$10,965 
PINK Simplify Health Care ETF
-0.4%
-$3,040 
XLV State Street Health Care Select Sector SPDR ETF
-0.35%
-$14,594.58 
SO The Southern Company
-0.32%
-$5,293.48 
PFF iShares Preferred and Income Securities ETF
-0.26%
-$2,778.45 
HD The Home Depot, Inc.
-0.21%
-$1,037.66 
XHB SPDR S&P Homebuilders ETF
-0.21%
-$4,399.5 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.15%
-$538.08 
BUXX Strive Enhanced Income Short Maturity ETF
-0.03%
-$316.5 
IBM International Business Machines Corporation
-0.02%
-$88.08 
CLOZ Eldridge BBB-B CLO ETF
-0.02%
-$462.25 
IHI iShares U.S. Medical Devices ETF
-0.02%
-$59.55 
SRLN State Street Blackstone Senior Loan ETF
-0.01%
-$69.19 Events
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Dividends
Dividend Analysis
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| Trades 1368 | Longs Won 694/1368 50% | Profit Factor 2.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $427,723.04 |
| Average Win $157,903.99 | Best Trade (Jun 30) $6.71M | Sharpe Ratio -9.43 |
| Average Loss -$73,953.61 | Worst Trade (Jun 30) -$1.84M | Z-Score -9 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 2d | Expectancy $43,670.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,809 | 2,528 | 2,247 | 1,966 | 1,685 | 1,404 | 1,124 | 843 | 562 | 281 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 8,430 | $288,617.85 | $333,153.6 | - | $44,535.75 | 15.43% | +0.305% |
| AAPL Apple Inc. | 21,630 | $3.77M | $7.44M | - | $3.67M | 97.31% | -1.13% |
| ALLW State Street Bridgewater All Weather ETF | 12,700 | $382,778 | $369,587.78 | - | -$13,190.22 | -3.45% | +0.074% |
| AMAT Applied Materials Inc. | 386 | $279,078 | $150,760.02 | - | -$128,317.98 | -45.98% | +3.534% |
| AMD Advanced Micro Devices Inc. | 18,398 | $2.36M | $9.79M | - | $7.43M | 315.4% | +2.922% |
| AMZN Amazon.com Inc | 26,847 | $4.78M | $6.68M | - | $1.89M | 39.59% | +0.28% |
| ATRO Astronics Corporation | 5,000 | $406,300 | $298,850 | - | -$107,450 | -26.45% | +3.248% |
| AXGN Axogen, Inc. | 141,009 | $2.52M | $5.34M | - | $2.83M | 112.22% | -0.447% |
| BA The Boeing Company | 2,844 | $741,317.04 | $532,880.28 | - | -$208,436.76 | -28.12% | -0.52% |
| BBN BlackRock Taxable Municipal Bond Trust | 77,237 | $1.37M | $1.13M | - | -$230,260.89 | -16.87% | +0.102% |
| BNDD Quadratic Deflation ETF | 15,000 | $1.52M | $1.47M | - | -$50,100 | -3.3% | +0.308% |
| BRK-B Berkshire Hathaway Inc. | 1,745 | $729,926.18 | $955,858.65 | - | $225,932.47 | 30.95% | +1.029% |
| BRKR Bruker Corp. | 41,500 | $2.5M | $2.4M | - | -$93,375 | -3.74% | +0.59% |
| BUXX Strive Enhanced Income Short Maturity ETF | 63,301 | $1.28M | $1.28M | - | -$949.52 | -0.07% | -0.025% |
| CAT Caterpillar Inc. | 266 | $283,263.41 | $184,326.03 | - | -$98,937.38 | -34.93% | +0.867% |
| CLOX Eldridge AAA CLO ETF | 114,650 | $2.94M | $2.93M | - | -$2,306 | -0.08% | +0.078% |
| CLOZ Eldridge BBB-B CLO ETF | 92,450 | $2.45M | $2.39M | - | -$64,263.25 | -2.62% | -0.019% |
| COF Capital One Financial Corp. | 1,204 | $256,163.04 | $243,412.68 | - | -$12,750.36 | -4.98% | +0.412% |
| CRWD CrowdStrike Holdings, Inc. | 4,968 | $437,904.36 | $1.3M | - | $863,289.41 | 197.14% | +1.687% |
| DBJP Xtrackers MSCI Japan Hedged Equity ETF | 22,000 | $2.51M | $2.49M | - | -$23,540.07 | -0.94% | +0.759% |
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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: Micron Technology Inc - $6.26M, Lam Research Corp - $2.45M, Palantir Technologies Inc. Class A Common Stock - $2.14M, NVIDIA Corporation - $2.03M, and SPDR Gold Shares - $1.75M. 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: Roblox Corp. Class A Common Stock - $2.14M, The Boeing Company - $1.85M, Advanced Micro Devices Inc - $1.79M, Outdoor Holding Company - $1.09M, and Melco Resorts & Entertainment Ltd. ADR - $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 $9.43M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $835,729.15, ProShares UltraPro Short QQQ - $449,681.8, Lockheed Martin Corporation - $338,803.35, Johnson & Johnson - $330,333.61, and State Street Utilities Select Sector SPDR ETF - $284,610.94. 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.
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