KW
Kristen Williams Portfolio
Invests via Athena Investment Management | Managed by Jack Andrews
Invests via Athena Investment Management
Managed by Jack Andrews
Automatically Tracked
Kristen Williams Profile
With a diverse background spanning technology and finance, Kristen Williams is an influential figure in venture capital. Her extensive experience includes founding innovative startups that leverage emerging technologies, solidifying her reputation as a catalyst for growth in the tech sector. As an advocate for women entrepreneurs, she actively mentors early-stage companies while managing significant investment initiatives aimed at driving technological advancement. Williams plays a vital role within her organization by identifying high-potential opportunities and cultivating strategic partnerships that enhance market reach and scalability. Her commitment to fostering innovation underscores her relevance in shaping the future landscape of technology investments.
With a diverse background spanning technology and finance, Kristen Williams is an influential figure in venture capital. Her extensive experience includes founding innovative startups that leverage emerging technologies, solidifying her reputation as a catalyst for growth in the tech sector. As an advocate for women entrepreneurs, she actively mentors early-stage companies while managing significant investment initiatives aimed at driving technological advancement. Williams plays a vital role within her organization by identifying high-potential opportunities and cultivating strategic partnerships that enhance market reach and scalability. Her commitment to fostering innovation underscores her relevance in shaping the future landscape of technology investments.
Investment Philosophy & Strategy
Growth in technology investments hinges on strategic foresight and a keen understanding of emerging trends. Kristen Williams exemplifies this with her proven ability to pinpoint and nurture startups poised for substantial market disruption. She adeptly blends operational insight with investment acumen, allowing her to craft tailored strategies that propel innovation-driven companies forward. Her approach fosters synergistic relationships between creators and capital, emphasizing sustainable development alongside financial success. By focusing on underserved segments, particularly women-led ventures, she champions diverse perspectives that enhance the broader tech ecosystem.
Growth in technology investments hinges on strategic foresight and a keen understanding of emerging trends. Kristen Williams exemplifies this with her proven ability to pinpoint and nurture startups poised for substantial market disruption. She adeptly blends operational insight with investment acumen, allowing her to craft tailored strategies that propel innovation-driven companies forward. Her approach fosters synergistic relationships between creators and capital, emphasizing sustainable development alongside financial success. By focusing on underserved segments, particularly women-led ventures, she champions diverse perspectives that enhance the broader tech ecosystem.
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:
46.07%
Gain +0.65%
Monthly
0.72%
Yearly
9.02%
Drawdown
14.43%
$210.34M
Equity
Holdings
$210.34M
Investment
$138.45M
$78.05M
Profit +$1.66M
Realized
$6.16M
Unrealized
$71.89M
Dividends
$11.23M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.65%
Profit
$1.66M
Win %
85%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$90,756.41
Win %
85%
This Month
Compared to last month
Gain
0.4%
Profit
$840,613.44
Win %
85%
This Year
Compared to last year
Gain
8.57%
Profit
$16.82M
Win %
85%
GT The Goodyear Tire & Rubber Company
+6.84%
+$6,400.1 
INTC Intel Corporation
+6.48%
+$340,076.7 
QCOM QUALCOMM Incorporated
+4.28%
+$48,694.74 
STZ Constellation Brands, Inc.
+3.73%
+$12,591.72 
GEV GE Vernova Inc.
+3.65%
+$24,888.16 
KEYS Keysight Technologies, Inc.
+3.12%
+$21,547.98 
HPE Hewlett Packard Enterprise Company
+2.95%
+$59,936.16 
CEG Constellation Energy Corporation
+2.85%
+$12,163.5 
SCHW Charles Schwab Corporation
+2.73%
+$18,653.36 
AMAT Applied Materials, Inc.
+2.63%
+$43,966.53 
GS The Goldman Sachs Group, Inc.
+2.61%
+$17,189.44 
EFX Equifax Inc.
+2.54%
+$10,588.48 
VZ Verizon Communications Inc.
+2.46%
+$30,810.78 
JPM JPMorgan Chase & Co.
+2.3%
+$175,258.52 
CMCSA Comcast Corp
+2.23%
+$4,910.77 
HPQ HP Inc.
+2.23%
+$23,157.75 
AXP American Express Company
+2.18%
+$13,003.47 
SYK Stryker Corporation
+2.11%
+$6,647.33 
WTM White Mountains Insurance Group Ltd.
+1.96%
+$8,713.6 
OXY Occidental Petroleum Corporation
+1.91%
+$3,575.38 
KMI Kinder Morgan, Inc.
+1.85%
+$4,393.5 
D Dominion Energy, Inc.
+1.81%
+$4,795.9 
ADM Archer-Daniels-Midland Co
+1.7%
+$18,317.8 
UNP Union Pacific Corporation
+1.65%
+$3,858.66 
WFC Wells Fargo & Company
+1.64%
+$13,007.25 
ACN Accenture plc Class A
+1.63%
+$3,123.12 
DE Deere & Company
+1.53%
+$10,969.75 
CVS CVS Health Corporation
+1.49%
+$9,718.5 
CAT Caterpillar Inc.
+1.48%
+$17,142.84 
SYF Synchrony Financial
+1.43%
+$5,804.28 
IYG iShares U.S. Financial Services ETF
+1.4%
+$4,147.8 
COP ConocoPhillips
+1.39%
+$7,822.77 
XLF Financial Select Sector SPDR Fund
+1.39%
+$4,066.1 
TXN Texas Instruments Inc
+1.36%
+$14,772.33 
ADI Analog Devices, Inc.
+1.35%
+$12,621.62 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$3,990 
NEE NextEra Energy, Inc.
+1.3%
+$6,312.86 
ABBV AbbVie Inc.
+1.3%
+$33,056.1 
APD Air Products and Chemicals, Inc.
+1.26%
+$4,042.5 
CAH Cardinal Health Inc.
+1.21%
+$2,736.75 
VLO Valero Energy Corporation
+1.2%
+$3,232.19 
IWN iShares Russell 2000 Value ETF
+1.17%
+$3,352.25 
ITW Illinois Tool Works Inc.
+1.17%
+$7,309.94 
AFL Aflac Inc.
+1.17%
+$23,597.36 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$117,885.38 
JNJ Johnson & Johnson
+1.07%
+$20,859 
SCHM Schwab U.S. Mid-Cap ETF
+1.07%
+$31,822.72 
NSC Norfolk Southern Corporation
+1.07%
+$11,727.33 
VTRS Viatris Inc.
+1.04%
+$12,262.78 
MPC Marathon Petroleum Corporation
+1.03%
+$9,272.8 
GEHC GE HealthCare Technologies Inc.
+1.02%
+$1,992.54 
VO Vanguard Mid-Cap ETF
+0.97%
+$10,148.56 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$12,708.3 
IFF International Flavors & Fragrances Inc.
+0.96%
+$2,366.86 
APH Amphenol Corporation
+0.95%
+$8,733.35 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$2,344.98 
ALL Allstate Corporation
+0.93%
+$3,097.27 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$15,153.51 
SCHE Schwab Emerging Markets Equity ETF
+0.91%
+$15,133.3 
IWM iShares Russell 2000 ETF
+0.9%
+$25,227.98 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$4,305.69 
NLR VanEck Uranium and Nuclear ETF
+0.87%
+$2,110 
PG Procter & Gamble Co
+0.85%
+$8,004.39 
PCG PG&E Corporation
+0.83%
+$1,723.4 
RS Reliance Inc.
+0.83%
+$7,969.6 
VDE Vanguard Energy ETF
+0.81%
+$13,940.91 
GE General Electric Company
+0.81%
+$22,515.22 
CNP CenterPoint Energy Inc.
+0.8%
+$2,686 
SO The Southern Company
+0.8%
+$1,831.21 
PSX Phillips 66
+0.79%
+$3,786.97 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$4,422.46 
CVX Chevron Corporation
+0.75%
+$14,564.1 
KMB Kimberly-Clark Corporation
+0.75%
+$7,614.44 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$4,096.41 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$5,210.34 
HD The Home Depot, Inc.
+0.73%
+$14,296.92 
VB Vanguard Small-Cap ETF
+0.73%
+$7,699.11 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$8,468.83 
IWO iShares Russell 2000 Growth ETF
+0.68%
+$4,319.7 
MS Morgan Stanley
+0.66%
+$2,524.2 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$6,679.68 
DOW Dow Inc.
+0.61%
+$1,920.85 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$1,407.78 
IVV iShares Core S&P 500 ETF
+0.58%
+$9,920.13 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$4,251.14 
GOOGL Alphabet Inc
+0.56%
+$9,626.05 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$2,717 
HON Honeywell International Inc.
+0.55%
+$4,715.37 
IWB iShares Russell 1000 ETF
+0.55%
+$1,580.64 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$14,953.95 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$1,391.94 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$182,955.08 
MSI Motorola Solutions, Inc.
+0.47%
+$2,275.61 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$2,952 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.47%
+$1,323 
GOOG Alphabet Inc
+0.46%
+$3,043.84 
WMT Walmart Inc.
+0.45%
+$4,561.1 
VIS Vanguard Industrials ETF
+0.42%
+$1,314.73 
WBD Warner Bros. Discovery, Inc.
+0.41%
+$1,046.98 
PEP PepsiCo, Inc.
+0.4%
+$8,344.46 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$3,066.12 
BMY Bristol-Myers Squibb Company
+0.4%
+$3,400.87 
VBK Vanguard Small-Cap Growth ETF
+0.36%
+$1,819.76 
GD General Dynamics Corporation
+0.35%
+$960.14 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$6,469.5 
AMGN Amgen Inc.
+0.34%
+$4,737.27 
AVY Avery Dennison Corporation
+0.31%
+$807.52 
EFA iShares MSCI EAFE ETF
+0.31%
+$6,678.08 
XOM Exxon Mobil Corporation
+0.29%
+$5,184.03 
SCHF Schwab International Equity ETF
+0.29%
+$29,968.72 
HXL Hexcel Corporation
+0.29%
+$837.76 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$2,077 
CARR Carrier Global Corporation
+0.24%
+$1,132.88 
ADP Automatic Data Processing Inc.
+0.23%
+$875.16 
VUG Vanguard Growth ETF
+0.22%
+$4,381.02 
TRV The Travelers Companies, Inc.
+0.21%
+$851.77 
A Agilent Technologies Inc.
+0.2%
+$749.06 
NVDA NVIDIA Corporation
+0.18%
+$1,686.83 
PFE Pfizer Inc.
+0.15%
+$2,092.08 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$6,466.8 
MSFT Microsoft Corp.
+0.13%
+$7,240.48 
KO The Coca-Cola Company
+0.1%
+$358 
ORCL Oracle Corporation
+0.05%
+$201.67 
TJX The TJX Companies, Inc.
+0.05%
+$178.16 
IWP iShares Russell Mid-Cap Growth ETF
+0.04%
+$79.5 
EFG iShares MSCI EAFE Growth ETF
+0.02%
+$92.38 
MCD McDonald's Corporation
+0.01%
+$79.64 
001957109
0%
$0 
06605F102
0%
$0 
910581107
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
LH
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$35,810.29 
ABT Abbott Laboratories
-1.68%
-$15,850.47 
FWONA Liberty Media Corporation
-1.57%
-$6,510.7 
AAPL Apple Inc.
-1.52%
-$76,558.5 
MRK Merck & Co., Inc.
-1.41%
-$14,964.78 
LHX L3Harris Technologies, Inc.
-1.39%
-$13,206.63 
AMZN Amazon.com Inc
-1.21%
-$3,343.12 
BA Boeing Company
-1.13%
-$9,051.06 
IBM International Business Machines Corporation
-0.97%
-$17,181.51 
AVGO Broadcom Inc.
-0.94%
-$24,569.01 
CSCO Cisco Systems, Inc.
-0.6%
-$12,131.14 
SYY Sysco Corporation
-0.54%
-$1,925.97 
TT Trane Technologies plc
-0.42%
-$1,221.69 
NOC Northrop Grumman Corporation
-0.4%
-$5,937.85 
RTX RTX Corporation
-0.34%
-$9,614.58 
DIS The Walt Disney Company
-0.3%
-$1,789.13 
IYH iShares U.S. Healthcare ETF
-0.26%
-$1,112.82 
MDT Medtronic plc
-0.21%
-$927.86 
GILD Gilead Sciences Inc.
-0.21%
-$454.74 
VHT Vanguard Health Care ETF
-0.13%
-$1,037.08 
LOW Lowe's Companies Inc.
-0.12%
-$295.88 Events
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Dividends
Dividend Analysis
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| Trades 1454 | Longs Won 1077/1454 74% | Profit Factor 14.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $389,500.93 |
| Average Win $77,903.64 | Best Trade (Jun 12) $12.21M | Sharpe Ratio -11.57 |
| Average Loss -$15,525.16 | Worst Trade (Jun 10) -$1.16M | Z-Score 18.51 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 5d | Expectancy $53,678.98 |
| 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 | 13,514 | 12,162 | 10,811 | 9,459 | 8,108 | 6,757 | 5,405 | 4,054 | 2,703 | 1,351 |
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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