Catherine Salsman Portfolio

Invests via Paragon Private Wealth Management LLC | Managed by Catherine Elizabeth Salsman, Justin Alexander Sherman

Invests via Paragon Private Wealth Management LLC

Managed by Catherine Elizabeth Salsman, Justin Alexander Sherman

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:09 PM

Catherine Salsman Profile

Catherine Salsman stands out as a pioneering entrepreneur with extensive experience in the tech industry, specializing in innovative software solutions. With a solid background in computer science and years of operational leadership, she has successfully founded and scaled multiple startups focused on enhancing user experiences through cutting-edge technology. Catherine's ventures have not only disrupted traditional markets but have also attracted significant investment interest due to their unique value propositions. Her commitment to fostering creativity within her teams positions her as an influential figure in the intersection of technology and business growth.

Investment Philosophy & Strategy

The technology sector provides fertile ground for entrepreneurial innovation, and Catherine Salsman embodies this dynamic with her unique approach to creating disruptive software solutions. Her strategic focus revolves around identifying gaps in user experience and leveraging technological advancements to fill those voids. A demonstrated leader, she emphasizes collaboration within her teams to cultivate creative problem-solving capabilities that drive competitive differentiation. By prioritizing agile methodologies and iterative development processes, Salsman positions her ventures for rapid growth while ensuring they remain responsive to market changes. This distinctive blend of operational rigor and visionary thinking underscores a commitment not only to business success but also to shaping the future landscape of tech-driven consumer engagement.

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:

55.05%

Gain +13.51%

Monthly

0.59%

Yearly

7.33%

Drawdown

16.93%

$418.96M

Equity

Holdings

$418.96M

Investment

$275.99M

$140.97M

Profit +$55.11M

Realized

-$2M

Unrealized

$142.97M

Dividends

$11.28M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

13.51%

Profit

$55.11M

Win %

72%

This Week

Compared To Last Week

Gain

13.57%

Profit

$50.05M

Win %

72%

This Month

Compared to last month

Gain

13.29%

Profit

$49.16M

Win %

72%

This Year

Compared to last year

Gain

20.96%

Profit

$74.18M

Win %

72%

Gainers
Losers

STX Seagate Technology Holdings plc

+7.25%

+$483,330.1

INTC Intel Corporation

+6.48%

+$56,759.04

KLAC KLA Corporation

+5.55%

+$3.08M

AMD Advanced Micro Devices, Inc.

+4.75%

+$61,771.68

ANET Arista Networks, Inc.

+4.37%

+$64,747.53

QCOM QUALCOMM Incorporated

+4.28%

+$60,525.57

PWR Quanta Services Inc.

+3.7%

+$111,213.27

GEV GE Vernova Inc.

+3.65%

+$15,376.97

QUIZ Zacks Quality International Fund

+3.09%

+$40,679.86

CEG Constellation Energy Corporation

+2.85%

+$18,276.9

SCHW Charles Schwab Corporation

+2.73%

+$31,288.18

AMAT Applied Materials, Inc.

+2.63%

+$97,371.05

GS The Goldman Sachs Group, Inc.

+2.61%

+$16,945.81

T AT&T Inc.

+2.48%

+$5,575.17

VZ Verizon Communications Inc.

+2.46%

+$19,854.45

JPM JPMorgan Chase & Co.

+2.3%

+$77,535.69

USB U.S. Bancorp

+2.27%

+$5,339.56

FTXL First Trust Nasdaq Semiconductor ETF

+2.27%

+$182,934.6

RCL Royal Caribbean Group

+2.19%

+$15,711.52

AXP American Express Company

+2.18%

+$41,519.36

SYK Stryker Corporation

+2.11%

+$16,227.49

PM Philip Morris International Inc.

+2.04%

+$9,844

AMP Ameriprise Financial, Inc.

+1.94%

+$4,550

TFC Truist Financial Corporation

+1.91%

+$16,914.86

TSLA Tesla, Inc.

+1.88%

+$76,423.52

QTEC First Trust NASDAQ-100 Technology Index Fund

+1.85%

+$48,343

TMUS T-Mobile US, Inc.

+1.78%

+$3,985.82

GROZ Zacks Focus Growth ETF

+1.75%

+$4,919.18

UNP Union Pacific Corporation

+1.65%

+$8,150.48

WFC Wells Fargo & Company

+1.64%

+$4,945.05

GLW Corning Incorporated

+1.59%

+$34,619.2

LIN Linde plc

+1.58%

+$6,333.27

BX Blackstone Inc.

+1.57%

+$13,638.2

BLK BlackRock, Inc.

+1.56%

+$32,182.35

DE Deere & Company

+1.53%

+$29,787.49

BAC Bank of America Corporation

+1.52%

+$9,246.72

COF Capital One Financial Corporation

+1.49%

+$14,124.56

SOXX iShares Semiconductor ETF

+1.49%

+$15,801.94

CAT Caterpillar Inc.

+1.48%

+$15,158.16

GPC Genuine Parts Company

+1.46%

+$6,869.52

MET MetLife Inc.

+1.45%

+$3,806.19

MAR Marriott International Inc. - Class A

+1.42%

+$4,197.95

NRG NRG Energy, Inc.

+1.42%

+$8,863.75

OMC Omnicom Group Inc.

+1.4%

+$6,697.08

EME EMCOR Group, Inc.

+1.4%

+$4,646.23

COP ConocoPhillips

+1.39%

+$10,337.81

PAYX Paychex Inc.

+1.39%

+$12,037.74

TXN Texas Instruments Inc

+1.36%

+$8,178.91

SPGI S&P Global Inc.

+1.36%

+$11,319.48

ADI Analog Devices, Inc.

+1.35%

+$22,764.59

BNY BlackRock New York Municipal Income Trust

+1.34%

+$3,288.9

PWB Invesco Large Cap Growth ETF

+1.32%

+$5,894.73

NEE NextEra Energy, Inc.

+1.3%

+$12,941.76

ABBV AbbVie Inc.

+1.3%

+$30,896.08

C Citigroup Inc.

+1.27%

+$5,454.73

APD Air Products and Chemicals, Inc.

+1.26%

+$4,889.5

FNCL Fidelity MSCI Financials Index ETF

+1.25%

+$4,394.49

QTUM Defiance Quantum ETF

+1.22%

+$47,301.08

EQIX Equinix, Inc.

+1.22%

+$4,789.26

CAH Cardinal Health Inc.

+1.21%

+$3,260.07

LRCX Lam Research Corporation

+1.19%

+$11,621.75

XSMO Invesco S&P SmallCap Momentum ETF

+1.19%

+$34,757.1

TRGP Targa Resources Corp.

+1.18%

+$19,230.36

FXL First Trust Technology AlphaDEX Fund

+1.18%

+$26,189.16

ITW Illinois Tool Works Inc.

+1.17%

+$16,610.52

PEG Public Service Enterprise Group Incorporated

+1.16%

+$7,572.11

DTE DTE Energy Company

+1.13%

+$3,697.96

RDVY First Trust Rising Dividend Achievers ETF

+1.09%

+$5,343.95

SMIZ Zacks Trust Zacks Small/Mid Cap ETF

+1.09%

+$12,664.74

UL Unilever PLC Sponsored American Depositary Receipt

+1.08%

+$3,184.02

JNJ Johnson & Johnson

+1.07%

+$19,520.25

PLD Prologis Inc.

+1.06%

+$6,631.56

V Visa Inc. Class A

+1.05%

+$33,203.06

IJR iShares Core S&P Small-Cap ETF

+1%

+$78,444.19

PWV Invesco Large Cap Value ETF

+0.99%

+$10,770.08

VO Vanguard Mid-Cap ETF

+0.97%

+$13,983.15

VONV Vanguard Russell 1000 Value Index Fund

+0.96%

+$2,297.75

APH Amphenol Corporation

+0.95%

+$4,831.4

IWR iShares Russell Mid-Cap ETF

+0.95%

+$88,534.98

VTV Vanguard Value ETF

+0.94%

+$24,567.28

IJT iShares S&P Small-Cap 600 Growth ETF

+0.93%

+$5,888.45

XLK State Street Technology Select Sector SPDR ETF

+0.92%

+$3,323.02

SCHE Schwab Emerging Markets Equity ETF

+0.91%

+$3,478.8

IWM iShares Russell 2000 ETF

+0.9%

+$26,915.26

SPLV Invesco S&P 500 Low Volatility ETF

+0.87%

+$12,109.23

NLR VanEck Uranium and Nuclear ETF

+0.87%

+$13,063.01

PG Procter & Gamble Co

+0.85%

+$15,115.22

COWZ Pacer US Cash Cows 100 ETF

+0.82%

+$23,473.32

GE General Electric Company

+0.81%

+$11,825.96

FDL First Trust Morningstar Dividend Leaders Index Fund

+0.81%

+$3,342.32

BKNG Booking Holdings Inc.

+0.81%

+$1,617

VYM Vanguard High Dividend Yield ETF

+0.8%

+$2,473.49

SO The Southern Company

+0.8%

+$4,904.34

PSX Phillips 66

+0.79%

+$1,959.99

JHMM John Hancock Multifactor Mid Cap ETF

+0.77%

+$16,485.54

CVX Chevron Corporation

+0.75%

+$9,070.54

DLR Digital Realty Trust, Inc.

+0.74%

+$8,802.08

HD The Home Depot, Inc.

+0.73%

+$5,939.13

DES WisdomTree U.S. SmallCap Dividend Fund

+0.73%

+$10,098.09

COST Costco Wholesale Corporation

+0.72%

+$10,995.27

UNH UnitedHealth Group Incorporated

+0.71%

+$3,896.68

MA Mastercard Incorporated

+0.7%

+$5,247.7

BRK-B Berkshire Hathaway Inc.

+0.69%

+$27,339.43

FMAR FT Vest U.S. Equity Buffer ETF

+0.68%

+$7,643.38

ROP Roper Technologies Inc.

+0.68%

+$1,658.84

MS Morgan Stanley

+0.66%

+$3,371.2

EMR Emerson Electric Co.

+0.64%

+$2,413.32

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

+0.64%

+$3,198.4

QQQ Invesco QQQ Trust, Series 1

+0.62%

+$6,469.12

NOBL ProShares S&P 500 Dividend Aristocrats ETF

+0.62%

+$5,518.62

RECS Columbia Research Enhanced Core ETF

+0.6%

+$17,371.31

AEP American Electric Power Company, Inc.

+0.59%

+$1,219.04

FDVV Fidelity High Dividend ETF

+0.59%

+$10,925.64

IVV iShares Core S&P 500 ETF

+0.58%

+$1,436.2

VOO Vanguard S&P 500 ETF

+0.58%

+$12,631.08

FXR First Trust Industrials/Producer Durables AlphaDEX Fund

+0.57%

+$10,166.5

SPY SPDR S&P 500 ETF Trust

+0.57%

+$14,267.76

GOOGL Alphabet Inc

+0.56%

+$90,842.45

HON Honeywell International Inc.

+0.55%

+$1,594.78

KIM Kimco Realty Corporation

+0.54%

+$2,775.92

FXD First Trust Consumer Discretionary AlphaDEX Fund

+0.53%

+$12,735.22

GOOG Alphabet Inc

+0.46%

+$1,874.52

CALF Pacer US Small Cap Cash Cows 100 ETF

+0.46%

+$3,355.01

URI United Rentals, Inc.

+0.46%

+$9,778.96

WMT Walmart Inc.

+0.45%

+$6,517.11

QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund

+0.42%

+$4,950.51

PEP PepsiCo, Inc.

+0.4%

+$3,559.46

FTCS First Trust Capital Strength ETF

+0.39%

+$11,356.41

GD General Dynamics Corporation

+0.35%

+$3,838.04

AMGN Amgen Inc.

+0.34%

+$3,530.69

WEC WEC Energy Group Inc.

+0.33%

+$1,916.23

MRSH Marsh & McLennan Companies, Inc.

+0.32%

+$659.35

SNY Sanofi American Depositary Receipt

+0.32%

+$1,232.28

WM Waste Management, Inc.

+0.29%

+$6,350.82

XOM Exxon Mobil Corporation

+0.29%

+$3,730.14

BUFR FT Vestladder Buffer ETF-USD I

+0.28%

+$2,451.1

ADP Automatic Data Processing Inc.

+0.23%

+$2,866.2

VUG Vanguard Growth ETF

+0.22%

+$6,060.24

NVDA NVIDIA Corporation

+0.18%

+$32,578.5

SKYY First Trust Cloud Computing ETF

+0.18%

+$3,599.28

PFE Pfizer Inc.

+0.15%

+$358.96

SCHG Schwab U.S. Large-Cap Growth ETF

+0.15%

+$2,275.6

GWW W.W. Grainger, Inc.

+0.14%

+$590.15

ALLW SPDR Bridgewater All Weather Mutual Fund

+0.14%

+$601.96

MSFT Microsoft Corp.

+0.13%

+$19,362.72

SHW The Sherwin-Williams Company

+0.13%

+$1,493.52

RY Royal Bank of Canada

+0.12%

+$897.5

PH Parker-Hannifin Corporation

+0.12%

+$467.5

BUFZ FT Vest Laddered Moderate Buffer Fund

+0.11%

+$1,380.57

KO The Coca-Cola Company

+0.1%

+$688.24

SGOL abrdn Physical Gold Shares ETF

+0.09%

+$1,118.67

GLD SPDR Gold Shares

+0.06%

+$896.73

BITO ProShares Bitcoin ETF

+0.06%

+$96.32

ORCL Oracle Corporation

+0.05%

+$725.95

TJX The TJX Companies, Inc.

+0.05%

+$232.64

JPST JPMorgan Ultra-Short Income ETF

+0.03%

+$1,619.38

BIL SPDR Bloomberg 1-3 Month T-Bill ETF

+0.03%

+$87.62

PANW Palo Alto Networks, Inc.

+0.03%

+$519.37

IHI iShares U.S. Medical Devices ETF

+0.02%

+$118.11

VUSB Vanguard Ultra-Short Bond ETF

+0.02%

+$1,040.3

HWM Howmet Aerospace Inc.

+0.01%

+$25.5

MCD McDonald's Corporation

+0.01%

+$86.86

ADBE Adobe Inc.

-6.71%

-$12,251.46

ADSK Autodesk, Inc.

-3.47%

-$8,953.56

CTAS Cintas Corporation

-3.09%

-$20,855.82

DASH DoorDash, Inc.

-2.59%

-$9,551.82

JKE iShares Morningstar Large-Cap Growth ETF

-2.43%

-$38,414.36

LLY Eli Lilly and Company

-2.41%

-$82,998.25

PLTR Palantir Technologies Inc.

-2.35%

-$13,056.13

NKE Nike, Inc. - Class B

-2.33%

-$9,673.87

ABT Abbott Laboratories

-1.68%

-$20,631.13

LMT Lockheed Martin Corporation

-1.54%

-$8,627.44

AAPL Apple Inc.

-1.52%

-$270,576

MU Micron Technology, Inc.

-1.42%

-$18,468.87

MRK Merck & Co., Inc.

-1.41%

-$6,040.81

DEFT Defi Technologies Inc.

-1.39%

-$255.75

TMO Thermo Fisher Scientific Inc.

-1.32%

-$4,770.31

PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)

-1.25%

-$10,990.38

CRWD CrowdStrike Holdings, Inc.

-1.25%

-$6,066.91

AMZN Amazon.com Inc

-1.21%

-$118,562.05

AMT American Tower Corporation

-1.19%

-$5,803.68

NFLX Netflix, Inc.

-1.14%

-$28,398.48

BA Boeing Company

-1.13%

-$2,735.9

UBER Uber Technologies, Inc.

-1.12%

-$7,811.7

IBM International Business Machines Corporation

-0.97%

-$31,455.39

AJG Arthur J. Gallagher & Co.

-0.95%

-$4,384.58

AVGO Broadcom Inc.

-0.94%

-$78,239.28

AXON Axon Enterprise, Inc.

-0.92%

-$6,999.9

NOW ServiceNow, Inc.

-0.84%

-$4,569.25

ASH Ashland Inc.

-0.82%

-$2,488.86

RBC RBC Bearings Incorporated

-0.65%

-$1,552.35

CSCO Cisco Systems, Inc.

-0.6%

-$8,941.77

BSX Boston Scientific Corporation

-0.59%

-$4,325.16

ETN Eaton Corporation plc

-0.55%

-$2,670.51

SYY Sysco Corporation

-0.54%

-$1,314.94

HAL Halliburton Company

-0.44%

-$1,303.4

ISRG Intuitive Surgical, Inc.

-0.44%

-$3,484.23

BOTZ Global X Robotics & Artificial Intelligence ETF

-0.38%

-$6,208.58

MCK McKesson Corporation

-0.36%

-$1,702.4

RTX RTX Corporation

-0.34%

-$1,263.17

FDN First Trust Dow Jones Internet Index Fund

-0.31%

-$14,949.36

DIS The Walt Disney Company

-0.3%

-$1,202.62

CRM Salesforce Inc

-0.25%

-$2,105.35

ZECP Zacks Earnings Consistent Portfolio

-0.24%

-$6,611.33

META Meta Platforms Inc Class A

-0.23%

-$14,886.19

F-PD Ford Motor Company 6.500% Notes

-0.23%

-$1,655.5

MDT Medtronic plc

-0.21%

-$1,947.18

GILD Gilead Sciences Inc.

-0.21%

-$510.9

XLV Health Care Select Sector SPDR Fund

-0.17%

-$1,076.2

IEF iShares 7-10 Year Treasury Bond ETF

-0.17%

-$1,800.16

CIBR First Trust NASDAQ Cybersecurity ETF

-0.16%

-$1,459.5

LOW Lowe's Companies Inc.

-0.12%

-$1,546.76

BUG Global X Cybersecurity ETF

-0.12%

-$396.24

GOVT iShares U.S. Treasury Bond ETF

-0.11%

-$1,017.9

MAGS Roundhill Magnificent Seven Fund

-0.09%

-$3,114.72

BBH VanEck Biotech ETF

-0.08%

-$2,363.6

MUST Columbia Multi-Sector Municipal Income ETF

-0.07%

-$363.52

VRTX Vertex Pharmaceuticals Incorporated

-0.03%

-$55.89

Events

Dividends

Dividend Analysis

No Data

Trades 2441	Longs Won 1495/2441 61%	Profit Factor 6.26
Profitability	Shorts Won 0/0 0%	Standard Deviation $513,503
Average Win $112,224.59	Best Trade (Jun 12) $19.39M	Sharpe Ratio -7.88
Average Loss -$28,336.29	Worst Trade (Jun 30) -$1.58M	Z-Score 4.77 (100%)
Commissions $0	Avg. Trade Length 1y 9m 1d	Expectancy $57,750.77

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	14,706	13,235	11,765	10,294	8,824	7,353	5,882	4,412	2,941	1,471