KB
Kimberly Byrne Portfolio
Invests via Bill Few Associates Inc. | Managed by Thomas R. Beilstein, CFA, Adam T. Logan, CFA, Tammy M. Vargo
Invests via Bill Few Associates Inc.
Managed by Thomas R. Beilstein, CFA, Adam T. Logan, CFA, Tammy M. Vargo
Automatically Tracked
Kimberly Byrne Profile
Kimberly Byrne stands out as a dynamic entrepreneur and innovative leader in the technology sector. With a rich background that combines operational management and strategic planning, she has effectively driven growth initiatives at various organizations. Her focus on developing scalable tech solutions is complemented by her adeptness in building strong teams to execute ambitious projects. Previously leading cross-functional units, she has consistently showcased her ability to navigate complex market challenges while enhancing product offerings. Kimberly’s insights into technological advancements have made her a respected voice in discussions surrounding industry trends and innovations.
Kimberly Byrne stands out as a dynamic entrepreneur and innovative leader in the technology sector. With a rich background that combines operational management and strategic planning, she has effectively driven growth initiatives at various organizations. Her focus on developing scalable tech solutions is complemented by her adeptness in building strong teams to execute ambitious projects. Previously leading cross-functional units, she has consistently showcased her ability to navigate complex market challenges while enhancing product offerings. Kimberly’s insights into technological advancements have made her a respected voice in discussions surrounding industry trends and innovations.
Investment Philosophy & Strategy
The technology landscape presents vast potential for transformative growth, and Kimberly Byrne is well-positioned to capitalize on these opportunities. Her entrepreneurial spirit drives a focus on scalable innovations that disrupt traditional paradigms. With an adeptness for fostering talent and leading teams through intricate market dynamics, she prioritizes strategic initiatives that enhance operational efficiencies and customer engagement. Leveraging her extensive expertise, decision-making reflects a keen understanding of sector-specific challenges while maintaining a forward-looking vision for development. By harnessing emerging trends, Byrne's investments aim not only at financial returns but also at pioneering the next wave of technological evolution.
The technology landscape presents vast potential for transformative growth, and Kimberly Byrne is well-positioned to capitalize on these opportunities. Her entrepreneurial spirit drives a focus on scalable innovations that disrupt traditional paradigms. With an adeptness for fostering talent and leading teams through intricate market dynamics, she prioritizes strategic initiatives that enhance operational efficiencies and customer engagement. Leveraging her extensive expertise, decision-making reflects a keen understanding of sector-specific challenges while maintaining a forward-looking vision for development. By harnessing emerging trends, Byrne's investments aim not only at financial returns but also at pioneering the next wave of technological evolution.
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:
40.6%
Gain +1.06%
Monthly
0.43%
Yearly
5.31%
Drawdown
16.69%
$426.2M
Equity
Holdings
$426.2M
Investment
$320.54M
$107.06M
Profit +$5.33M
Realized
$1.39M
Unrealized
$105.66M
Dividends
$22.4M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.06%
Profit
$5.33M
Win %
76%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$1.25M
Win %
76%
This Month
Compared to last month
Gain
-0.34%
Profit
-$1.47M
Win %
76%
This Year
Compared to last year
Gain
6.62%
Profit
$26.45M
Win %
76%
KLAC KLA Corporation
+13.16%
+$70,568.68 
LRCX Lam Research Corporation
+12.79%
+$119,705.35 
AMAT Applied Materials, Inc.
+11.35%
+$1.1M 
INTC Intel Corporation
+9.53%
+$145,737.59 
AMD Advanced Micro Devices, Inc.
+8.13%
+$37,615.72 
QCOM QUALCOMM Incorporated
+6.44%
+$15,362.88 
PSLV Sprott Physical Silver Trust
+6.43%
+$28,573.5 
HON Honeywell International Inc.
+6.22%
+$220,134.4 
PANW Palo Alto Networks, Inc.
+5.88%
+$26,317.51 
FDX FedEx Corporation
+5.83%
+$19,381.2 
BA Boeing Company
+5.76%
+$19,584.84 
SIVR abrdn Physical Silver Shares ETF
+5.66%
+$14,749 
HWM Howmet Aerospace Inc.
+5.62%
+$20,930.93 
GD General Dynamics Corporation
+5.39%
+$21,143.86 
GLW Corning Incorporated
+5.35%
+$28,768 
AMGN Amgen Inc.
+5.31%
+$33,224.27 
UPS United Parcel Service, Inc.
+5.11%
+$12,957.12 
ETN Eaton Corporation plc
+4.91%
+$171,492.09 
GEV GE Vernova Inc.
+4.87%
+$31,389.34 
PPG PPG Industries Inc.
+4.75%
+$48,132.8 
CAT Caterpillar Inc.
+4.61%
+$83,200.11 
CGXU Capital Group International Focus Equity ETF
+4.48%
+$119,067.3 
TSLA Tesla, Inc.
+4.48%
+$35,530.11 
LMT Lockheed Martin Corporation
+4.41%
+$30,061.65 
GE General Electric Company
+4.25%
+$38,790.54 
STLD Steel Dynamics Inc.
+4.05%
+$19,761.66 
CGGO Capital Group Global Growth Equity ETF
+4.01%
+$170,696.76 
NUE Nucor Corporation
+3.95%
+$30,134.83 
ROK Rockwell Automation, Inc.
+3.87%
+$241,354.89 
GILD Gilead Sciences Inc.
+3.77%
+$14,001.06 
IDEQ Lazard International Dynamic Equity ETF
+3.76%
+$13,907.52 
GPC Genuine Parts Company
+3.75%
+$12,407.81 
SBUX Starbucks Corporation
+3.72%
+$84,095.02 
RTX RTX Corporation
+3.69%
+$24,588.7 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.65%
+$69,453.79 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.62%
+$9,611.4 
EMR Emerson Electric Co.
+3.49%
+$8,340.25 
C Citigroup Inc.
+3.4%
+$10,451.08 
QQQ Invesco QQQ Trust, Series 1
+3.35%
+$34,843.48 
VEU Vanguard FTSE All-World ex-US ETF
+3.32%
+$39,872.25 
GLD SPDR Gold Shares
+3.21%
+$8,007.34 
CGIE Capital Group International Equity ETF
+3.16%
+$85,473.92 
EFA iShares MSCI EAFE ETF
+3.15%
+$8,820.16 
SMMD iShares Russell 2500 ETF
+3.06%
+$7,046.16 
SLYG SPDR S&P 600 Small Cap Growth ETF
+2.96%
+$29,859.06 
IWM iShares Russell 2000 ETF
+2.92%
+$29,279.29 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+2.88%
+$100,778.1 
CGGR Capital Group Growth ETF
+2.64%
+$64,006.95 
BMY Bristol-Myers Squibb Company
+2.55%
+$13,759.8 
JDVI John Hancock Disciplined Value International Select ETF
+2.46%
+$25,919.1 
MDY SPDR S&P MidCap 400 ETF Trust
+2.45%
+$33,512.5 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.43%
+$159,256.09 
IJH iShares Core S&P Mid-Cap ETF
+2.42%
+$13,451.76 
PFE Pfizer Inc.
+2.42%
+$53,036.04 
NVDA NVIDIA Corporation
+2.42%
+$449,032.4 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.39%
+$71,393.7 
CSX CSX Corporation
+2.37%
+$9,116.8 
HD The Home Depot, Inc.
+2.36%
+$113,108.17 
IJR iShares Core S&P Small-Cap ETF
+2.35%
+$7,023.98 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.34%
+$30,023.72 
CSCO Cisco Systems, Inc.
+2.34%
+$172,246.02 
DOV Dover Corporation
+2.34%
+$11,145.02 
DFAS Dimensional U.S. Small Cap ETF
+2.33%
+$11,930 
VYMI Vanguard International High Dividend Yield Index Fund
+2.32%
+$5,191.55 
LLY Eli Lilly and Company
+2.31%
+$58,412.3 
CAH Cardinal Health Inc.
+2.31%
+$6,440 
WAB Wabtec Corporation
+2.3%
+$13,900.42 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.29%
+$33,481.08 
AVY Avery Dennison Corporation
+2.27%
+$51,722.94 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$5,286.12 
LOW Lowe's Companies Inc.
+2.22%
+$6,480.87 
IWR iShares Russell Mid-Cap ETF
+2.2%
+$32,927.76 
JGRO JPMorgan Active Growth ETF
+2.17%
+$34,146.19 
BCPC Balchem Corporation
+2.11%
+$4,774 
CGDV Capital Group Dividend Value ETF
+2.1%
+$131,789.74 
DIS The Walt Disney Company
+1.95%
+$49,649.6 
CGUS Capital Group Core Equity ETF
+1.93%
+$24,323.47 
SCHB Schwab U.S. Broad Market ETF
+1.89%
+$8,050.15 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.86%
+$58,374.27 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.85%
+$29,616.17 
WINN Harbor Long-Term Growers ETF
+1.83%
+$12,598.83 
CEG Constellation Energy Corporation
+1.81%
+$4,462.5 
JAVA JPMorgan Active Value ETF
+1.78%
+$14,822.53 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$38,403.33 
VOO Vanguard S&P 500 ETF
+1.76%
+$91,794.89 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.75%
+$36,360.24 
IVV iShares Core S&P 500 ETF
+1.75%
+$18,407.61 
IOO iShares Global 100 ETF
+1.74%
+$4,012 
AXP American Express Company
+1.7%
+$87,001.59 
IWF iShares Russell 1000 Growth ETF
+1.66%
+$4,454.34 
MRK Merck & Co., Inc.
+1.62%
+$25,002.19 
PNR Pentair plc
+1.58%
+$2,821.61 
BX Blackstone Inc.
+1.54%
+$67,433.75 
TROW T. Rowe Price Group, Inc.
+1.53%
+$4,399.37 
BNY BlackRock New York Municipal Income Trust
+1.5%
+$13,013.7 
DE Deere & Company
+1.42%
+$14,958.29 
USB U.S. Bancorp
+1.4%
+$35,319.46 
AMZN Amazon.com Inc
+1.37%
+$32,880.25 
TDVG T. Rowe Price Dividend Growth ETF
+1.35%
+$16,544.9 
JPM JPMorgan Chase & Co.
+1.35%
+$139,293.11 
FITB Fifth Third Bancorp
+1.33%
+$5,200.3 
FEGE First Eagle Global Equity ETF
+1.29%
+$15,469.65 
IBM International Business Machines Corporation
+1.26%
+$62,315.78 
JGRW Jensen Quality Growth ETF
+1.25%
+$51,988.53 
AAPL Apple Inc.
+1.16%
+$313,497.95 
PYPL PayPal Holdings Inc
+1.12%
+$11,785.86 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.09%
+$5,365.1 
MMM 3M Company
+1.01%
+$5,729.04 
FNB F.N.B. Corporation
+0.94%
+$14,816.35 
MCD McDonald's Corporation
+0.92%
+$9,321.04 
PSA Public Storage Common Stock
+0.87%
+$2,934.71 
KHC The Kraft Heinz Company
+0.81%
+$17,167.22 
WSBC WesBanco Inc.
+0.81%
+$2,484.72 
UNP Union Pacific Corporation
+0.7%
+$4,986.66 
PNC The PNC Financial Services Group, Inc.
+0.68%
+$21,259.37 
GOOG Alphabet Inc
+0.64%
+$90,661.87 
ABT Abbott Laboratories
+0.62%
+$23,826.55 
JMTG JPMorgan Mortgage-Backed Securities ETF
+0.61%
+$231,352.87 
PLTR Palantir Technologies Inc.
+0.58%
+$1,853.62 
FIGB Fidelity Investment Grade Bond ETF
+0.56%
+$8,196.72 
CGCB Capital Group Core Bond ETF
+0.56%
+$6,912.3 
NSC Norfolk Southern Corporation
+0.54%
+$2,172.25 
MRSH Marsh & McLennan Companies, Inc.
+0.52%
+$2,683.95 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.49%
+$1,328 
BSSX Invesco BulletShares 2033 Municipal Bond ETF
+0.41%
+$1,251.49 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.4%
+$1,196.32 
VZ Verizon Communications Inc.
+0.36%
+$19,778.65 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.36%
+$1,029.6 
WFC Wells Fargo & Company
+0.35%
+$1,236.27 
FCF First Commonwealth Financial Corporation
+0.33%
+$1,641.9 
GOOGL Alphabet Inc
+0.33%
+$14,553.36 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.3%
+$907.81 
ABBV AbbVie Inc.
+0.28%
+$26,805.12 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.27%
+$580 
XLU Utilities Select Sector SPDR Fund
+0.22%
+$458.75 
D Dominion Energy, Inc.
+0.21%
+$10,209.64 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.2%
+$789.19 
SBSI Southside Bancshares Inc.
+0.19%
+$463.51 
JCPI J.P. Morgan Inflation Managed Bond Fund
+0.19%
+$1,207.53 
KMB Kimberly-Clark Corporation
+0.17%
+$894.6 
VTEB Vanguard Tax-Exempt Bond ETF
+0.16%
+$506.72 
JNJ Johnson & Johnson
+0.15%
+$3,407.98 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.15%
+$460.17 
FLMI Franklin Dynamic Municipal Bond ETF
+0.14%
+$535.57 
BRK-A Berkshire Hathaway Inc.
+0.14%
+$1,972 
MMIT NYLI MacKay Muni Intermediate ETF
+0.12%
+$393.96 
CGMU Capital Group Municipal Income ETF
+0.11%
+$580.56 
CMCSA Comcast Corp
+0.06%
+$112.24 
JPRE JPMorgan Realty Income ETF
+0.06%
+$487.83 
UGI UGI Corporation
+0.06%
+$1,822.64 
GIS General Mills, Inc.
+0.04%
+$71.27 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.02%
+$87.31 
ABC AmerisourceBergen Corporation
0%
$0 
EQT
0%
$0 
ORCL Oracle Corporation
-8.47%
-$748,942.08 
COP ConocoPhillips
-3.72%
-$20,355.44 
ADM Archer-Daniels-Midland Co
-2.76%
-$10,897.6 
XOM Exxon Mobil Corporation
-2.7%
-$202,192.06 
MO Altria Group, Inc.
-2.39%
-$24,834.25 
WM Waste Management, Inc.
-2.31%
-$17,983.35 
ADP Automatic Data Processing Inc.
-2.3%
-$71,244.4 
CVX Chevron Corporation
-2%
-$109,796.3 
MSFT Microsoft Corp.
-1.72%
-$265,652.46 
VLO Valero Energy Corporation
-1.57%
-$16,180.16 
AMT American Tower Corporation
-1.35%
-$52,028.6 
OKE ONEOK, Inc.
-1.35%
-$3,501.4 
TMO Thermo Fisher Scientific Inc.
-1.25%
-$3,143.23 
PM Philip Morris International Inc.
-1.21%
-$14,612.04 
MPC Marathon Petroleum Corporation
-1.17%
-$12,141.36 
CCI Crown Castle Inc.
-1.13%
-$4,268.53 
V Visa Inc. Class A
-0.99%
-$15,069.51 
KO The Coca-Cola Company
-0.97%
-$4,923.99 
NFLX Netflix, Inc.
-0.89%
-$3,923.75 
COST Costco Wholesale Corporation
-0.83%
-$6,970.29 
CB Chubb Limited
-0.78%
-$2,040.77 
SYK Stryker Corporation
-0.75%
-$5,772.16 
SO The Southern Company
-0.66%
-$3,046.05 
DUK Duke Energy Corporation
-0.62%
-$3,944.72 
META Meta Platforms Inc Class A
-0.47%
-$3,067.18 
ORI Old Republic International Corp.
-0.36%
-$845.74 
PG Procter & Gamble Co
-0.35%
-$17,599.5 
SHEL Shell plc
-0.35%
-$1,659.32 
MA Mastercard Incorporated
-0.32%
-$673.07 
UNH UnitedHealth Group Incorporated
-0.32%
-$1,076.98 
T AT&T Inc.
-0.3%
-$2,310.98 
BDX Becton, Dickinson and Company
-0.26%
-$3,480.5 
PEP PepsiCo, Inc.
-0.25%
-$10,092.88 
WMT Walmart Inc.
-0.23%
-$5,040.56 
PPL PPL Corporation
-0.21%
-$984.45 
NEE NextEra Energy, Inc.
-0.19%
-$1,055.52 
EXC Exelon Corporation
-0.17%
-$476.08 
EVLN Eaton Vance Floating-Rate ETF
-0.15%
-$446.7 
TJX The TJX Companies, Inc.
-0.05%
-$4,537.76 
RJF Raymond James Financial Inc.
-0.05%
-$601.65 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$414.32 
BSMW Invesco BulletShares 2032 Municipal Bond ETF
0%
-$9.73 Events
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Dividends
Dividend Analysis
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| Trades 2058 | Longs Won 1341/2058 65% | Profit Factor 5.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $462,426.02 |
| Average Win $99,728.81 | Best Trade (Jun 11) $12.25M | Sharpe Ratio -6.27 |
| Average Loss -$37,212.1 | Worst Trade (Jun 11) -$2.9M | Z-Score 18.31 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 2d | Expectancy $52,019.08 |
| 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 | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
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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