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:
105.98%
Gain -1.19%
Monthly
0.83%
Yearly
10.48%
Drawdown
27.73%
$210.99M
Equity
Holdings
$210.99M
Investment
$157.93M
$62.75M
Profit -$2.09M
Realized
$9.69M
Unrealized
$53.06M
Dividends
$9.02M
Goals
Avg. 41.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.19%
Profit
-$2.09M
Win %
60%
This Week
Compared To Last Week
Gain
-0.3%
Profit
-$633,174.13
Win %
60%
This Month
Compared to last month
Gain
0.25%
Profit
$534,015.12
Win %
60%
This Year
Compared to last year
Gain
-3.5%
Profit
-$7.65M
Win %
62%
AMZN Amazon.com Inc
+15.32%
+$968,639.49 
GOOG Alphabet Inc
+6.88%
+$359,296.74 
GOOGL Alphabet Inc
+6.73%
+$101,654.28 
META Meta Platforms Inc Class A
+3.28%
+$51,961.49 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$28,019.52 
MSFT Microsoft Corp.
+3.02%
+$21,900.94 
NVDA NVIDIA Corporation
+2.93%
+$129,782.75 
TELA Tela Bio Inc.
+2.82%
+$406 
WRBY Warby Parker Inc.
+2.58%
+$15,410 
MRVL Marvell Technology, Inc.
+2.32%
+$62,251.38 
AXGN Axogen Inc.
+2.08%
+$121,267.74 
ATRO Astronics Corporation
+1.58%
+$5,400 
HACK Amplify Cybersecurity ETF
+1.2%
+$4,696.46 
HONA Honeywell Aerospace Inc.
+1.18%
+$3,913.14 
AMAT Applied Materials, Inc.
+1.18%
+$2,277.41 
MSI Motorola Solutions, Inc.
+1.14%
+$2,474.85 
VUG Vanguard Growth ETF
+1.1%
+$104,692.89 
NOW ServiceNow, Inc.
+1.05%
+$6,681.6 
SHMD Schmid Group N.V.
+0.99%
+$20,102.4 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$3,151.12 
IBM International Business Machines Corporation
+0.86%
+$2,803.85 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$1,574.5 
FIDU Fidelity MSCI Industrials Index ETF
+0.83%
+$3,217.5 
TSLA Tesla, Inc.
+0.76%
+$2,216.02 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$13,350.07 
NAK Northern Dynasty Minerals Ltd.
+0.72%
+$100 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.72%
+$964.98 
VOO Vanguard S&P 500 ETF
+0.71%
+$74,504.41 
CAT Caterpillar Inc.
+0.7%
+$1,508.22 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,024.32 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$7,346.55 
PLTR Palantir Technologies Inc.
+0.65%
+$17,259.96 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,774 
ET Energy Transfer L.P.
+0.59%
+$1,800 
FVAL Fidelity Value Factor ETF
+0.57%
+$21,526.99 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,725.34 
STX Seagate Technology Holdings plc
+0.52%
+$2,398.56 
POWW Ammo Inc.
+0.47%
+$143 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$3,120.02 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,245.7 
SPFI South Plains Financial Inc.
+0.36%
+$1,540 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$990.15 
JPM JPMorgan Chase & Co.
+0.27%
+$636.38 
SO The Southern Company
+0.21%
+$3,588.8 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$727.99 
JNJ Johnson & Johnson
+0.21%
+$5,545.92 
MS Morgan Stanley
+0.17%
+$924.13 
DELL Dell Technologies Inc.
+0.14%
+$840 
BBN BlackRock Taxable Municipal Bond Trust
+0.13%
+$1,544.74 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$1,111.38 
WM Waste Management, Inc.
+0.1%
+$462.88 
WMT Walmart Inc.
+0.09%
+$988.42 
BUXX Strive Enhanced Income Short Duration Fund
+0.05%
+$633.01 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$138.37 
CLOX Eldridge AAA CLO ETF
+0.02%
+$458.6 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$61.5 
USA Liberty All Star Equity Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$530,367.6 
EIX Edison International
-6.81%
-$22,517.36 
MU Micron Technology, Inc.
-5.9%
-$428,167.1 
UVIX 2x Long VIX Futures ETF
-5.7%
-$110,367.5 
MSTR Strategy Inc.
-4.56%
-$11,114.32 
GFI Gold Fields Ltd. Sponsored ADR
-3.31%
-$19,432.77 
SJM The J.M. Smucker Company
-2.41%
-$5,271.65 
BRKR Bruker Corporation
-2.33%
-$62,250 
BA Boeing Company
-2.15%
-$13,537.41 
AMD Advanced Micro Devices, Inc.
-1.9%
-$169,997.89 
GIS General Mills, Inc.
-1.84%
-$8,335.47 
WETH Wetouch Technology Inc.
-1.68%
-$400 
UNH UnitedHealth Group Incorporated
-1.68%
-$5,055.06 
GWH Ess Tech Inc.
-1.58%
-$198 
LRCX Lam Research Corporation
-1.58%
-$122,891.19 
PINK Simplify Health Care ETF
-1.57%
-$11,780 
SG Sweetgreen Inc.
-1.53%
-$1,000 
GLD SPDR Gold Shares
-1.49%
-$8,008.49 
AAAU Goldman Sachs Physical Gold ETF
-1.46%
-$4,973.7 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-1.24%
-$3,650.01 
TJX The TJX Companies, Inc.
-1.21%
-$12,447.3 
NEE NextEra Energy, Inc.
-1.15%
-$36,962.97 
DE Deere & Company
-1.13%
-$4,290.79 
INTC Intel Corporation
-1.02%
-$27,536.37 
DBJP Xtrackers MSCI Japan Hedged Equity ETF
-0.85%
-$20,900 
XHB SPDR S&P Homebuilders ETF
-0.79%
-$17,388.5 
NZF Nuveen Municipal Credit Income Fund
-0.73%
-$6,547.95 
FUTY Fidelity MSCI Utilities Index ETF
-0.7%
-$26,170 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$7,519.36 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$14,199.9 
IHF iShares U.S. Healthcare Providers ETF
-0.65%
-$1,665 
PM Philip Morris International Inc.
-0.61%
-$22,771.45 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$22,471.02 
SCHF Schwab International Equity ETF
-0.58%
-$7,697.12 
COF Capital One Financial Corporation
-0.54%
-$1,360.53 
LLY Eli Lilly and Company
-0.53%
-$16,342.58 
NGG National Grid plc Sponsored ADR
-0.52%
-$1,080.24 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$13,156 
NDMO Nuveen Dynamic Municipal Opportunities Fund
-0.5%
-$2,729.1 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$10,064.39 
IWM iShares Russell 2000 ETF
-0.47%
-$4,926.12 
DVY iShares Select Dividend ETF
-0.45%
-$2,178.66 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.44%
-$6,694.6 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$1,369.65 
HD The Home Depot, Inc.
-0.42%
-$2,121.17 
RH RH
-0.41%
-$7,245.1 
HQY HealthEquity Inc.
-0.38%
-$9,690 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.36%
-$1,333.5 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$39,600.46 
FDVV Fidelity High Dividend ETF
-0.35%
-$7,150.66 
BNDD Quadratic Deflation ETF
-0.34%
-$4,950 
IAK iShares U.S. Insurance ETF
-0.31%
-$1,541 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$2,608.58 
FBND Fidelity Total Bond ETF
-0.27%
-$15,167.88 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$891.48 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,171.13 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$2,432 
ELV Elevance Health, Inc.
-0.15%
-$475.99 
FLTB Fidelity Limited Term Bond ETF
-0.14%
-$759 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.11%
-$403.56 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$938.88 
UFO Procure Space ETF
-0.07%
-$192 
HYLS FT Tactical High Yield ETF
-0.05%
-$300 
V Visa Inc. Class A
-0.04%
-$360.61 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$151 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$617 
CLOZ Panagram BBB-B CLO ETF
-0.02%
-$462.25 Events
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Dividends
Dividend Analysis
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| Trades 1368 | Longs Won 696/1368 50% | Profit Factor 2.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $451,303.5 |
| Average Win $159,734.02 | Best Trade (Sep 08) $7.04M | Sharpe Ratio -8.93 |
| Average Loss -$72,066.61 | Worst Trade (Jun 30) -$1.84M | Z-Score -3.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 3d | Expectancy $45,867.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,924 | 2,632 | 2,339 | 2,047 | 1,754 | 1,462 | 1,170 | 877 | 585 | 292 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 8,430 | $288,617.85 | $336,609.9 | - | $47,992.05 | 16.63% | -1.456% |
| AAPL Apple Inc. | 21,630 | $3.77M | $6.68M | - | $2.91M | 77.29% | -7.354% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 12,700 | $382,778 | $370,713 | - | -$12,065 | -3.15% | -0.358% |
| AMAT Applied Materials, Inc. | 386 | $279,078 | $195,960.62 | - | -$83,117.38 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 18,398 | $2.36M | $8.76M | - | $6.4M | 271.87% | -1.904% |
| AMZN Amazon.com Inc | 26,847 | $4.78M | $7.29M | - | $2.51M | 52.43% | +15.321% |
| ATRO Astronics Corporation | 5,000 | $406,300 | $347,450 | - | -$58,850 | -14.48% | +1.579% |
| AXGN Axogen Inc. | 141,009 | $2.52M | $5.95M | - | $3.43M | 136.42% | +2.08% |
| BA Boeing Company | 2,844 | $741,317.04 | $614,702.16 | - | -$126,614.88 | -17.08% | -2.155% |
| BBN BlackRock Taxable Municipal Bond Trust | 77,237 | $1.37M | $1.22M | - | -$143,369.26 | -10.5% | +0.127% |
| BNDD Quadratic Deflation ETF | 15,000 | $1.52M | $1.44M | - | -$82,470 | -5.43% | -0.343% |
| BRK-B Berkshire Hathaway Inc. | 1,745 | $729,926.18 | $892,637.3 | - | $162,711.12 | 22.29% | +0.365% |
| BRKR Bruker Corporation | 41,500 | $2.5M | $2.61M | - | $110,390 | 4.42% | -2.331% |
| BUXX Strive Enhanced Income Short Duration Fund | 63,301 | $1.28M | $1.28M | - | -$633.01 | -0.05% | +0.05% |
| CAT Caterpillar Inc. | 266 | $283,263.41 | $216,739.46 | - | -$66,523.95 | -23.48% | +0.701% |
| CLOX Eldridge AAA CLO ETF | 114,650 | $2.94M | $2.94M | - | -$127.65 | - | +0.016% |
| CLOZ Panagram BBB-B CLO ETF | 92,450 | $2.45M | $2.44M | - | -$13,878 | -0.57% | -0.019% |
| COF Capital One Financial Corporation | 1,204 | $256,163.04 | $251,648.03 | - | -$4,515.01 | -1.76% | -0.538% |
| CRWD CrowdStrike Holdings, Inc. | 4,968 | $437,904.36 | $948,192.48 | - | $510,288.12 | 116.53% | +3.045% |
| DBJP Xtrackers MSCI Japan Hedged Equity ETF | 22,000 | $2.51M | $2.45M | - | -$59,180.07 | -2.36% | -0.846% |
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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 Corporation - $2.45M, Palantir Technologies Inc - $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 Corporation - $2.14M, Boeing Company - $1.85M, Advanced Micro Devices, Inc - $1.79M, 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 $9.02M 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 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.
