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:
75.07%
Gain +0.56%
Monthly
0.94%
Yearly
11.84%
Drawdown
21.57%
$466.05M
Equity
Holdings
$466.05M
Investment
$354.54M
$114M
Profit +$1.12M
Realized
$2.48M
Unrealized
$111.52M
Dividends
$23.72M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.56%
Profit
$1.12M
Win %
75%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$780,955.71
Win %
75%
This Month
Compared to last month
Gain
-0.2%
Profit
-$928,512.24
Win %
75%
This Year
Compared to last year
Gain
-0.2%
Profit
-$928,514.41
Win %
75%
COHR Coherent Corp.
+3.98%
+$10,488.01 
INTC Intel Corporation
+2.88%
+$33,877.35 
AMD Advanced Micro Devices, Inc.
+2.72%
+$11,601.39 
PLTR Palantir Technologies Inc.
+2.52%
+$9,011.17 
CAG Conagra Brands Inc.
+2.35%
+$3,808.28 
AVGO Broadcom Inc.
+2.33%
+$4,636.4 
MSFT Microsoft Corp.
+1.88%
+$299,350.97 
GEV GE Vernova Inc.
+1.88%
+$14,867.65 
MU Micron Technology, Inc.
+1.78%
+$5,881.2 
GOOG Alphabet Inc
+1.68%
+$231,220.57 
GOOGL Alphabet Inc
+1.59%
+$63,506.63 
CRM Salesforce Inc
+1.52%
+$3,785.6 
VLO Valero Energy Corporation
+1.52%
+$18,835.29 
COP ConocoPhillips
+1.2%
+$5,744.94 
CVX Chevron Corporation
+1.14%
+$63,313.72 
MPC Marathon Petroleum Corporation
+1.06%
+$12,662.1 
AMZN Amazon.com Inc
+0.94%
+$22,216.55 
SLV iShares Silver Trust
+0.91%
+$2,028.6 
XOM Exxon Mobil Corporation
+0.84%
+$61,213.84 
ABT Abbott Laboratories
+0.8%
+$35,751.66 
TJX The TJX Companies, Inc.
+0.79%
+$73,408.62 
CEG Constellation Energy Corporation
+0.78%
+$1,999.2 
PSLV Sprott Physical Silver Trust
+0.72%
+$2,879.48 
V Visa Inc. Class A
+0.71%
+$11,129.58 
DUK Duke Energy Corporation
+0.68%
+$4,808.45 
KHC The Kraft Heinz Company
+0.64%
+$15,177.36 
MA Mastercard Incorporated
+0.62%
+$1,406.99 
T AT&T Inc.
+0.56%
+$4,444.95 
EEM iShares MSCI Emerging Markets ETF
+0.55%
+$1,207.5 
BP BP p.l.c. Sponsored ADR
+0.55%
+$1,398.4 
RTX RTX Corporation
+0.53%
+$3,730.12 
GD General Dynamics Corporation
+0.51%
+$2,148.31 
SJM The J.M. Smucker Company
+0.42%
+$1,275.1 
META Meta Platforms Inc Class A
+0.41%
+$3,120.41 
QQQ Invesco QQQ Trust, Series 1
+0.35%
+$5,458.65 
OKE ONEOK, Inc.
+0.32%
+$810.6 
IBM International Business Machines Corporation
+0.31%
+$13,176.98 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.27%
+$627.82 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.26%
+$4,742.4 
KO The Coca-Cola Company
+0.2%
+$1,171.83 
WINN Harbor Long-Term Growers ETF
+0.17%
+$1,384.57 
EVLN Eaton Vance Floating-Rate ETF
+0.12%
+$403.92 
IWF iShares Russell 1000 Growth ETF
+0.09%
+$311.52 
NVDA NVIDIA Corporation
+0.08%
+$15,899.34 
ETN Eaton Corporation plc
+0.08%
+$2,983.23 
JGRO JPMorgan Active Growth ETF
+0.07%
+$1,573.98 
CPB The Campbell's Company
+0.04%
+$116.21 
JGRW Jensen Quality Growth ETF
+0.04%
+$690.86 
KMB Kimberly-Clark Corporation
+0.03%
+$216.23 
CGXU Capital Group International Focus Equity ETF
+0.03%
+$859.22 
CB Chubb Limited
+0.03%
+$150.93 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$1,009 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.01%
+$27.3 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UPS United Parcel Service, Inc.
-3.84%
-$12,887.2 
ORCL Oracle Corporation
-3.22%
-$180,877.02 
DELL Dell Technologies Inc.
-3.1%
-$8,098.2 
BX Blackstone Inc.
-2.93%
-$137,364.72 
EMR Emerson Electric Co.
-2.77%
-$6,857.64 
TSLA Tesla, Inc.
-2.59%
-$17,385.25 
GE General Electric Company
-2.44%
-$23,683.3 
DE Deere & Company
-2.38%
-$26,028.58 
DOV Dover Corporation
-2.31%
-$11,031.02 
LLY Eli Lilly and Company
-2.28%
-$49,820.48 
LOW Lowe's Companies Inc.
-2.24%
-$7,291.44 
FNB F.N.B. Corporation
-2.22%
-$37,480.32 
MRK Merck & Co., Inc.
-2.18%
-$34,522.04 
NUE Nucor Corporation
-2.13%
-$15,341.5 
GPC Genuine Parts Company
-2.04%
-$11,408.7 
NFLX Netflix, Inc.
-2.03%
-$6,636 
BA Boeing Company
-2.02%
-$7,352.64 
CCI Crown Castle Inc.
-1.98%
-$6,229.76 
UNP Union Pacific Corporation
-1.97%
-$15,987.65 
STLD Steel Dynamics Inc.
-1.94%
-$10,614 
FDX FedEx Corporation
-1.93%
-$7,507.73 
JDVI John Hancock Disciplined Value International Select ETF
-1.9%
-$55,696.81 
AMT American Tower Corporation
-1.88%
-$67,991.62 
WAB Wabtec Corporation
-1.87%
-$13,325.21 
KLAC KLA Corporation
-1.82%
-$9,717.57 
CAT Caterpillar Inc.
-1.8%
-$23,759.15 
LRCX Lam Research Corporation
-1.77%
-$14,326.34 
HD The Home Depot, Inc.
-1.68%
-$88,555.2 
PEP PepsiCo, Inc.
-1.62%
-$65,210.28 
DIS The Walt Disney Company
-1.54%
-$40,368.61 
PPG PPG Industries Inc.
-1.49%
-$14,022.75 
WFC Wells Fargo & Company
-1.49%
-$5,089.5 
WMT Walmart Inc.
-1.47%
-$28,198.8 
PNC The PNC Financial Services Group, Inc.
-1.47%
-$47,402.67 
CSX CSX Corporation
-1.45%
-$6,150.48 
AAPL Apple Inc.
-1.42%
-$480,004.57 
JNJ Johnson & Johnson
-1.39%
-$32,194.01 
NSC Norfolk Southern Corporation
-1.38%
-$6,015.54 
PANW Palo Alto Networks, Inc.
-1.27%
-$8,244.6 
AVY Avery Dennison Corporation
-1.24%
-$42,780.99 
BAC Bank of America Corporation
-1.22%
-$2,707.5 
SHEL Shell plc
-1.18%
-$5,770.06 
ED Consolidated Edison, Inc.
-1.13%
-$2,567.94 
PFE Pfizer Inc.
-1.12%
-$25,513.88 
FHI Federated Hermes Inc.
-1.09%
-$4,981.12 
FCF First Commonwealth Financial Corporation
-1.09%
-$6,018.41 
ROK Rockwell Automation, Inc.
-1.08%
-$70,556.78 
COR Cencora, Inc.
-1.03%
-$55,716.6 
SBSI Southside Bancshares Inc.
-1.02%
-$3,707.62 
AXP American Express Company
-1.01%
-$58,014.56 
MDYV SPDR S&P 400 Mid Cap Value ETF
-1.01%
-$34,442.88 
PPL PPL Corporation
-1%
-$4,807.08 
FITB Fifth Third Bancorp
-0.98%
-$4,234.53 
PSA Public Storage Common Stock
-0.97%
-$3,213.6 
NWN Northwest Natural Holding Company
-0.96%
-$2,907.17 
NEE NextEra Energy, Inc.
-0.95%
-$5,565.84 
D Dominion Energy, Inc.
-0.94%
-$50,737.76 
SBUX Starbucks Corporation
-0.94%
-$23,627.34 
BMY Bristol-Myers Squibb Company
-0.91%
-$6,591.18 
TMO Thermo Fisher Scientific Inc.
-0.91%
-$2,496.76 
JPM JPMorgan Chase & Co.
-0.89%
-$102,489.15 
EQT EQT Corporation
-0.87%
-$3,481.71 
CAH Cardinal Health Inc.
-0.85%
-$2,504.54 
GS The Goldman Sachs Group, Inc.
-0.84%
-$1,955.66 
UNH UnitedHealth Group Incorporated
-0.84%
-$2,838.15 
Q Qnity Electronics Inc.
-0.84%
-$1,475.16 
TROW T. Rowe Price Group, Inc.
-0.83%
-$2,780.26 
WEC WEC Energy Group Inc.
-0.83%
-$1,709.86 
PG Procter & Gamble Co
-0.79%
-$41,479.83 
AEP American Electric Power Company, Inc.
-0.76%
-$1,613.98 
EXC Exelon Corporation
-0.76%
-$2,095.45 
MDY SPDR S&P MidCap 400 ETF Trust
-0.75%
-$10,489.5 
CGIE Capital Group International Equity ETF
-0.73%
-$23,495.17 
VNQ Vanguard Real Estate ETF
-0.72%
-$2,935.43 
DFAS Dimensional U.S. Small Cap ETF
-0.71%
-$3,693.44 
GILD Gilead Sciences Inc.
-0.69%
-$3,019.71 
SMMD iShares Russell 2500 ETF
-0.69%
-$4,155.86 
GIS General Mills, Inc.
-0.67%
-$2,046.63 
VYMI Vanguard International High Dividend Yield Index Fund
-0.67%
-$1,540.35 
JPRE JPMorgan Realty Income ETF
-0.67%
-$6,066.36 
IJH iShares Core S&P Mid-Cap ETF
-0.66%
-$3,703 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.66%
-$13,145.6 
EFA iShares MSCI EAFE ETF
-0.65%
-$1,823.17 
WSBC WesBanco Inc.
-0.64%
-$2,114.58 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.64%
-$44,983.68 
ABBV AbbVie Inc.
-0.63%
-$61,986.71 
COST Costco Wholesale Corporation
-0.63%
-$4,952.58 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.62%
-$4,719.72 
PM Philip Morris International Inc.
-0.62%
-$7,875.42 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.61%
-$14,187.25 
QCOM QUALCOMM Incorporated
-0.58%
-$1,304.49 
AMGN Amgen Inc.
-0.58%
-$4,610.72 
BSMZ Invesco BulletShares 2035 Municipal Bond ETF
-0.55%
-$1,381.8 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.55%
-$1,494 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.52%
-$17,836.29 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.52%
-$1,389.6 
SO The Southern Company
-0.51%
-$2,903.25 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.51%
-$1,458.6 
XLU Utilities Select Sector SPDR Fund
-0.5%
-$1,168.42 
CSCO Cisco Systems, Inc.
-0.49%
-$34,903.55 
TDVG T. Rowe Price Dividend Growth ETF
-0.49%
-$6,838.32 
CSRE Cohen & Steers Real Estate Active ETF
-0.48%
-$1,562.61 
IJR iShares Core S&P Small-Cap ETF
-0.48%
-$1,502.57 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.47%
-$6,170.04 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.46%
-$986 
BSMY Invesco BulletShares 2034 Municipal Bond ETF
-0.45%
-$1,036.2 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.44%
-$1,380.51 
ASML ASML Holding N.V. New York Registry Shares
-0.43%
-$955.08 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.43%
-$16,877.64 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.43%
-$919.8 
VEU Vanguard FTSE All-World ex-US ETF
-0.43%
-$7,796.25 
JAVA JPMorgan Active Value ETF
-0.42%
-$4,456.72 
RJF Raymond James Financial Inc.
-0.41%
-$5,585.55 
IWR iShares Russell Mid-Cap ETF
-0.4%
-$6,165.72 
AMAT Applied Materials, Inc.
-0.4%
-$39,968.73 
HWM Howmet Aerospace Inc.
-0.39%
-$1,725.68 
IWM iShares Russell 2000 ETF
-0.38%
-$3,788.4 
ADM Archer-Daniels-Midland Co
-0.37%
-$1,856.64 
TGT Target Corporation
-0.36%
-$1,334.03 
C Citigroup Inc.
-0.36%
-$1,051.56 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.34%
-$1,026.88 
CGDV Capital Group Dividend Value ETF
-0.34%
-$25,724.82 
CGCB Capital Group Core Bond ETF
-0.33%
-$4,485.36 
BSMW Invesco BulletShares 2032 Municipal Bond ETF
-0.3%
-$911.77 
INCM Franklin Income Focus ETF
-0.29%
-$1,213.2 
MRSH Marsh & McLennan Companies, Inc.
-0.29%
-$1,637.67 
BSSX Invesco BulletShares 2033 Municipal Bond ETF
-0.28%
-$867.7 
STT State Street Corp
-0.27%
-$600.5 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.26%
-$1,030.56 
FIGB Fidelity Investment Grade Bond ETF
-0.25%
-$3,498.91 
SCHB Schwab U.S. Broad Market ETF
-0.24%
-$1,079.82 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.23%
-$960.41 
MMM 3M Company
-0.23%
-$1,499.98 
FTMU Franklin Municipal Income ETF
-0.23%
-$788.4 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.22%
-$668.77 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.21%
-$4,093.93 
IDEQ Lazard International Dynamic Equity ETF
-0.21%
-$5,195.47 
MCD McDonald's Corporation
-0.2%
-$2,172.54 
CGBL Capital Group Core Balanced ETF
-0.2%
-$789.83 
TAXF American Century Diversified Municipal Bond ETF
-0.19%
-$483.84 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.19%
-$81,312.87 
BCPC Balchem Corporation
-0.18%
-$420.01 
JCPI J.P. Morgan Inflation Managed Bond Fund
-0.17%
-$1,217.04 
SYK Stryker Corporation
-0.16%
-$3,670.16 
CGGO Capital Group Global Growth Equity ETF
-0.15%
-$7,443.48 
VTEB Vanguard Tax-Exempt Bond ETF
-0.15%
-$475.05 
VZ Verizon Communications Inc.
-0.15%
-$8,165.82 
CGUS Capital Group Core Equity ETF
-0.15%
-$2,511.28 
FEGE First Eagle Global Equity ETF
-0.14%
-$1,688.33 
FLMI Franklin Dynamic Municipal Bond ETF
-0.14%
-$535.57 
GLW Corning Incorporated
-0.14%
-$489.3 
CGMU Capital Group Municipal Income ETF
-0.13%
-$832.23 
ADP Automatic Data Processing Inc.
-0.12%
-$4,372.48 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$2,323.14 
FTMH Franklin Municipal High Yield ETF
-0.09%
-$427.92 
MO Altria Group, Inc.
-0.09%
-$1,016.33 
LMT Lockheed Martin Corporation
-0.09%
-$538.62 
IOO iShares Global 100 ETF
-0.09%
-$285.6 
GLD SPDR Gold Shares
-0.08%
-$272.1 
BKH Black Hills Corporation
-0.08%
-$255.48 
SPY SPDR S&P 500 ETF Trust
-0.08%
-$1,741.06 
ORI Old Republic International Corp.
-0.07%
-$248.73 
WM Waste Management, Inc.
-0.07%
-$575.62 
CGGR Capital Group Growth ETF
-0.07%
-$2,077.17 
VOO Vanguard S&P 500 ETF
-0.06%
-$5,756.63 
MMIT NYLI MacKay Muni Intermediate ETF
-0.06%
-$196.98 
UGI UGI Corporation
-0.06%
-$1,836.64 
USB U.S. Bancorp
-0.04%
-$1,487.08 
IVV iShares Core S&P 500 ETF
-0.04%
-$493.6 
BRK-A Berkshire Hathaway Inc.
-0.04%
-$520 
BNY BlackRock New York Municipal Income Trust
-0.02%
-$185.82 Events
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Dividends
Dividend Analysis
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| Trades 2423 | Longs Won 1591/2423 65% | Profit Factor 5.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $445,029.33 |
| Average Win $88,409.17 | Best Trade (Jul 22) $12.74M | Sharpe Ratio -10.68 |
| Average Loss -$32,043.81 | Worst Trade (Mar 30) -$2.55M | Z-Score 13.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3d | Expectancy $47,048.51 |
| 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 | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
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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FAQ
Which stocks have generated the highest profits for Kimberly Byrne?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $4.15M, AbbVie Inc - $1.56M, JPMorgan Mortgage-Backed Securities ETF - $1.39M, Chevron Corporation - $1.17M, and Verizon Communications Inc - $1.03M. 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: PayPal Holdings Inc - $2.91M, Skyworks Solutions Inc - $843,267.67, The Walt Disney Company - $455,429.69, Intel Corporation - $267,326.35, and Becton, Dickinson and Company - $248,024.08. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kimberly Byrne's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.72M earned over time. The largest contributors to dividend income include JPMorgan Mortgage-Backed Securities ETF - $1.39M, Verizon Communications Inc - $1.1M, AbbVie Inc - $992,854.06, Chevron Corporation - $824,439.31, and UGI Corporation - $740,001.57. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kimberly Byrne's monthly returns?
Kimberly Byrne'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 Kimberly Byrne's strategy be considered aggressive or moderate?
Kimberly Byrne'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 Kimberly Byrne's strategy?
Kimberly Byrne'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.
