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:
78.89%
Gain -0.27%
Monthly
1.11%
Yearly
14.21%
Drawdown
19.89%
$165.36M
Equity
Holdings
$165.36M
Investment
$106.22M
$82.68M
Profit -$378,339.05
Realized
$23.53M
Unrealized
$59.14M
Dividends
$11.91M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.27%
Profit
-$378,339.05
Win %
87%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$936,675.6
Win %
87%
This Month
Compared to last month
Gain
-0.07%
Profit
-$121,233.9
Win %
87%
This Year
Compared to last year
Gain
1.71%
Profit
$2.74M
Win %
84%
0660
06605F102
+37.85%
+$391.5 LH
LH
+22.1%
+$40.29 
MSI Motorola Solutions, Inc.
+8.14%
+$39,785.39 
CVS CVS Health Corporation
+6.3%
+$28,781.25 
VDE Vanguard Energy ETF
+3.96%
+$54,790.31 
QCOM QUALCOMM Incorporated
+1.82%
+$9,598.16 
AVGO Broadcom Inc.
+1.54%
+$43,347.64 
COP ConocoPhillips
+1.5%
+$6,661.56 
STZ Constellation Brands, Inc.
+1.44%
+$4,066.44 
CVX Chevron Corporation
+1.12%
+$18,369.01 
WBD Warner Bros. Discovery, Inc.
+0.91%
+$1,823.37 
BMY Bristol-Myers Squibb Company
+0.82%
+$5,694 
KMI Kinder Morgan, Inc.
+0.53%
+$1,123.15 
DE Deere & Company
+0.46%
+$2,669.6 
AAPL Apple Inc.
+0.45%
+$15,077.02 
ADI Analog Devices, Inc.
+0.45%
+$3,101.94 
VZ Verizon Communications Inc.
+0.45%
+$4,461.66 
GD General Dynamics Corporation
+0.44%
+$1,102.1 
GOOG Alphabet Inc
+0.43%
+$1,484.9 
VTRS Viatris Inc.
+0.28%
+$3,281.85 
HON Honeywell International Inc.
+0.27%
+$890.42 
PEP PepsiCo, Inc.
+0.23%
+$3,877.56 
IYH iShares U.S. Healthcare ETF
+0.2%
+$916.45 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.2%
+$8,336.02 
SYY Sysco Corporation
+0.17%
+$460.74 
CNP CenterPoint Energy Inc.
+0.05%
+$112.78 
A Agilent Technologies Inc.
0%
$0 
ADM Archer-Daniels-Midland Co
0%
$0 
AFL Aflac Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DIS The Walt Disney Company
0%
$0 
DOW Dow Inc.
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IFF International Flavors & Fragrances Inc.
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MCD McDonald's Corporation
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
PSX Phillips 66
0%
$0 
RS Reliance Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SYF Synchrony Financial
0%
$0 
TT Trane Technologies plc
0%
$0 
TXN Texas Instruments Inc
0%
$0 
WFC Wells Fargo & Company
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWO iShares Russell 2000 Growth ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VIS Vanguard Industrials ETF
0%
$0 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 9105
910581107
-18.55%
-$942.91 0019
001957109
-12.41%
-$105.52 
AMGN Amgen Inc.
-4.37%
-$39,823.16 
BA Boeing Company
-3.35%
-$18,572.42 
SCHM Schwab U.S. Mid-Cap ETF
-3.34%
-$80,400 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.12%
-$14,671.78 
KMB Kimberly-Clark Corporation
-3.1%
-$23,392.56 
SCHX Schwab U.S. Large-Cap ETF
-3.03%
-$901,476.72 
VV Vanguard Large-Cap Index Fund ETF Shares
-3.02%
-$82,225.24 
GT The Goodyear Tire & Rubber Company
-2.45%
-$1,950.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$48,260.08 
SCZ iShares MSCI EAFE Small-Cap ETF
-2.35%
-$14,907.6 
IWR iShares Russell Mid-Cap ETF
-2.33%
-$6,023.38 
SCHV Schwab U.S. Large-Cap Value ETF
-2.18%
-$29,222 
SCHF Schwab International Equity ETF
-2.17%
-$177,831.15 
D Dominion Energy, Inc.
-2.15%
-$5,081.79 
VIG Vanguard Dividend Appreciation ETF
-2.13%
-$4,767.15 
IYG iShares U.S. Financial Services ETF
-2.11%
-$6,890.7 
GE General Electric Company
-1.75%
-$40,933.79 
GEV GE Vernova Inc.
-1.74%
-$8,423.83 
IWN iShares Russell 2000 Value ETF
-1.71%
-$5,087.99 
PFE Pfizer Inc.
-1.55%
-$16,407.2 
NEE NextEra Energy, Inc.
-1.5%
-$4,566.6 
HPE Hewlett Packard Enterprise Company
-1.48%
-$23,564.12 
IBM International Business Machines Corporation
-1.35%
-$17,683.98 
GOOGL Alphabet Inc
-1.29%
-$17,100.68 
INTC Intel Corporation
-1.24%
-$39,039.94 
VHT Vanguard Health Care ETF
-1.21%
-$10,138.17 
HPQ HP Inc.
-1.19%
-$10,400.26 
JNJ Johnson & Johnson
-1.03%
-$13,951.75 
ABBV AbbVie Inc.
-0.97%
-$21,751.2 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.85%
-$4,042.74 
ITW Illinois Tool Works Inc.
-0.85%
-$4,551.49 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.85%
-$4,953.38 
WTM White Mountains Insurance Group Ltd.
-0.67%
-$1,616.51 
AXP American Express Company
-0.65%
-$2,106.72 
APH Amphenol Corporation
-0.53%
-$2,467.04 
VO Vanguard Mid-Cap ETF
-0.51%
-$5,145 
JPM JPMorgan Chase & Co.
-0.48%
-$32,645.6 
CTVA Corteva Inc.
-0.46%
-$1,007.64 
SCHA Schwab U.S. Small-Cap ETF
-0.33%
-$28,678.35 
WMT Walmart Inc.
-0.33%
-$2,115.66 
XLF Financial Select Sector SPDR Fund
-0.33%
-$1,026 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$2,329.5 
KO The Coca-Cola Company
-0.31%
-$967.95 
VBK Vanguard Small-Cap Growth ETF
-0.29%
-$1,293.75 
LHX L3Harris Technologies, Inc.
-0.29%
-$1,928.66 
IYW iShares U.S. Technology ETF
-0.27%
-$652.8 
CEG Constellation Energy Corporation
-0.24%
-$988.78 
ABT Abbott Laboratories
-0.24%
-$2,041.75 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.22%
-$1,572.63 
SO The Southern Company
-0.21%
-$441.6 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$987.38 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$1,236.13 
IVV iShares Core S&P 500 ETF
-0.16%
-$2,681.38 
AMZN Amazon.com Inc
-0.14%
-$444.98 
EFX Equifax Inc.
-0.14%
-$584.5 
NVDA NVIDIA Corporation
-0.1%
-$583.28 
EFG iShares MSCI EAFE Growth ETF
-0.1%
-$577.37 
MDT Medtronic plc
-0.09%
-$353.18 
VUG Vanguard Growth ETF
-0.08%
-$1,641.5 
NLR VanEck Uranium and Nuclear ETF
-0.01%
-$20 Events
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Dividends
Dividend Analysis
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| Trades 1570 | Longs Won 1181/1570 75% | Profit Factor 13.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $314,178.53 |
| Average Win $75,449.95 | Best Trade (Aug 14) $9.63M | Sharpe Ratio -214.93 |
| Average Loss -$16,531.54 | Worst Trade (Aug 07) -$870,301.76 | Z-Score 20.14 (100%) |
| Commissions $0 | Avg. Trade Length 2y 5m 1w 3d | Expectancy $52,660 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,000 | 9,000 | 8,000 | 7,000 | 6,000 | 5,000 | 4,000 | 3,000 | 2,000 | 1,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 35,962 | $814.78 | $744.41 | - | -$70.37 | -8.64% | -12.415% |
| 0660 06605F102 | 25,025 | $1,033.93 | $1,425.93 | - | $392 | 37.91% | +37.847% |
| 9105 910581107 | 9,963 | $5,084.6 | $4,141.13 | - | -$943.47 | -18.56% | -18.546% |
| A Agilent Technologies Inc. | 2,782 | $366,244.87 | $392,568.02 | - | $26,323.15 | 7.19% | 0.0 |
| AAPL Apple Inc. | 10,693 | $1.83M | $3.34M | - | $1.51M | 82.12% | +0.453% |
| ABBV AbbVie Inc. | 9,063 | $1.47M | $2.21M | - | $741,799.02 | 50.54% | -0.975% |
| ABT Abbott Laboratories | 8,167 | $966,646.12 | $861,291.82 | - | -$105,354.3 | -10.9% | -0.236% |
| ADI Analog Devices, Inc. | 1,814 | $303,530.62 | $688,231.6 | - | $384,700.98 | 126.74% | +0.453% |
| ADM Archer-Daniels-Midland Co | 10,625 | $924,436.39 | $824,287.5 | - | -$100,148.89 | -10.83% | 0.0 |
| AFL Aflac Inc. | 14,811 | $953,680.29 | $1.86M | - | $905,988.87 | 95% | 0.0 |
| AMAT Applied Materials, Inc. | 2,236 | $302,951.7 | $1.19M | - | $891,608.92 | 294.31% | 0.0 |
| AMGN Amgen Inc. | 2,236 | $546,595.19 | $872,084.7 | - | $325,489.51 | 59.55% | -4.367% |
| AMZN Amazon.com Inc | 1,141 | $205,813.58 | $310,648.66 | - | $104,835.08 | 50.94% | -0.143% |
| APH Amphenol Corporation | 10,844 | $107,373.41 | $464,475.63 | - | $357,102.22 | 332.58% | -0.528% |
| AVGO Broadcom Inc. | 6,731 | $778,605.15 | $2.86M | - | $2.08M | 267.17% | +1.54% |
| AXP American Express Company | 924 | $128,915.71 | $320,360.03 | - | $191,444.32 | 148.5% | -0.653% |
| BA Boeing Company | 2,310 | $401,749.35 | $536,266.48 | - | $134,517.13 | 33.48% | -3.347% |
| BMY Bristol-Myers Squibb Company | 10,950 | $803,033.35 | $702,442.5 | - | -$100,590.85 | -12.53% | +0.817% |
| BRK-B Berkshire Hathaway Inc. | 1,350 | $486,327.23 | $700,447.5 | - | $214,120.27 | 44.03% | 0.0 |
| CARR Carrier Global Corporation | 5,092 | $233,209.68 | $333,169.56 | - | $99,959.88 | 42.86% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Kristen Williams?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Large-Cap ETF - $5.3M, JPMorgan Chase & Co - $2.01M, Schwab International Equity ETF - $1.71M, General Electric Company - $1.52M, and Exxon Mobil Corporation - $1.29M. 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: Global Payments Inc - $149,798.88, International Flavors & Fragrances Inc - $143,876.82, Walgreens Boots Alliance Inc - $117,542.97, Comcast Corp - $117,253.04, and Accenture plc Class A - $94,187.83. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kristen Williams's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.91M earned over time. The largest contributors to dividend income include Schwab U.S. Large-Cap ETF - $1.01M, Schwab International Equity ETF - $910,384.18, JPMorgan Chase & Co - $566,297, Schwab U.S. Small-Cap ETF - $405,336.3, and Pfizer Inc - $377,496.45. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kristen Williams's monthly returns?
Kristen Williams'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 Kristen Williams's strategy be considered aggressive or moderate?
Kristen Williams'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 Kristen Williams's strategy?
Kristen Williams'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.
