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:
70.05%
Gain -0.25%
Monthly
1.09%
Yearly
13.88%
Drawdown
19.79%
$210.25M
Equity
Holdings
$210.25M
Investment
$138.45M
$77.88M
Profit -$357,123.57
Realized
$6.09M
Unrealized
$71.79M
Dividends
$11.76M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.25%
Profit
-$357,123.57
Win %
86%
This Week
Compared To Last Week
Gain
0.31%
Profit
$640,396.26
Win %
86%
This Month
Compared to last month
Gain
-0.88%
Profit
-$1.87M
Win %
86%
This Year
Compared to last year
Gain
12.75%
Profit
$23.77M
Win %
86%
INTC Intel Corporation
+2.88%
+$122,930.06 
AVGO Broadcom Inc.
+2.34%
+$58,843.36 
HXL Hexcel Corporation
+2.19%
+$6,806.8 
MSFT Microsoft Corp.
+1.87%
+$102,758.98 
GEV GE Vernova Inc.
+1.82%
+$14,434.24 
GOOG Alphabet Inc
+1.66%
+$10,672 
EFX Equifax Inc.
+1.61%
+$7,458.87 
GOOGL Alphabet Inc
+1.59%
+$26,615.94 
VLO Valero Energy Corporation
+1.56%
+$5,110.15 
DOW Dow Inc.
+1.55%
+$4,357.05 
ALL Allstate Corporation
+1.42%
+$5,403.12 
PSX Phillips 66
+1.25%
+$7,019.48 
KMI Kinder Morgan, Inc.
+1.22%
+$2,992.12 
COP ConocoPhillips
+1.2%
+$6,726.12 
NOC Northrop Grumman Corporation
+1.15%
+$16,193.97 
CVX Chevron Corporation
+1.14%
+$22,210.4 
MPC Marathon Petroleum Corporation
+1.09%
+$11,798.57 
AMZN Amazon.com Inc
+0.95%
+$2,681.35 
STZ Constellation Brands, Inc.
+0.88%
+$2,758.84 
VDE Vanguard Energy ETF
+0.84%
+$14,579.54 
XOM Exxon Mobil Corporation
+0.83%
+$14,942.55 
TJX The TJX Companies, Inc.
+0.78%
+$2,694.65 
CEG Constellation Energy Corporation
+0.78%
+$3,388.84 
ABT Abbott Laboratories
+0.76%
+$7,977.72 
OXY Occidental Petroleum Corporation
+0.74%
+$1,366.07 
NLR VanEck Uranium and Nuclear ETF
+0.66%
+$1,380 
SCHW Charles Schwab Corporation
+0.57%
+$4,432.1 
ACN Accenture plc Class A
+0.56%
+$920.91 
TXN Texas Instruments Inc
+0.56%
+$5,792.41 
RTX RTX Corporation
+0.51%
+$15,032.24 
GD General Dynamics Corporation
+0.51%
+$1,411.75 
MDT Medtronic plc
+0.48%
+$2,183.2 
XLK State Street Technology Select Sector SPDR ETF
+0.41%
+$6,494.4 
CMCSA Comcast Corp
+0.4%
+$872 
QQQ Invesco QQQ Trust, Series 1
+0.34%
+$3,474 
IBM International Business Machines Corporation
+0.33%
+$4,536.68 
APD Air Products and Chemicals, Inc.
+0.27%
+$935.55 
VUG Vanguard Growth ETF
+0.26%
+$5,072.76 
HON Honeywell International Inc.
+0.25%
+$1,091.15 
PCG PG&E Corporation
+0.23%
+$492.4 
SCHE Schwab Emerging Markets Equity ETF
+0.21%
+$3,492.3 
KO The Coca-Cola Company
+0.18%
+$648.87 
VWO Vanguard FTSE Emerging Markets ETF
+0.16%
+$865.26 
GEHC GE HealthCare Technologies Inc.
+0.13%
+$241.52 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$5,173.44 
WTM White Mountains Insurance Group Ltd.
+0.1%
+$501.76 
NVDA NVIDIA Corporation
+0.06%
+$592.67 
IWP iShares Russell Mid-Cap Growth ETF
+0.03%
+$71.55 
KMB Kimberly-Clark Corporation
+0.03%
+$350.67 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$278.05 
001957109
0%
$0 
06605F102
0%
$0 
910581107
0%
$0 
LH
0%
$0 
WBD Warner Bros. Discovery, Inc.
-3.7%
-$9,470.41 
ORCL Oracle Corporation
-3.32%
-$9,412.2 
RS Reliance Inc.
-3.05%
-$28,292.08 
GE General Electric Company
-2.44%
-$70,964.81 
DE Deere & Company
-2.35%
-$17,649.73 
CARR Carrier Global Corporation
-2.31%
-$10,595.76 
LLY Eli Lilly and Company
-2.3%
-$34,689.47 
LOW Lowe's Companies Inc.
-2.27%
-$5,394.12 
MS Morgan Stanley
-2.23%
-$8,672.43 
FWONA Liberty Media Corporation
-2.19%
-$10,238.2 
MRK Merck & Co., Inc.
-2.18%
-$24,400.06 
BA Boeing Company
-2.02%
-$15,577.92 
UNP Union Pacific Corporation
-1.99%
-$5,229.27 
HPQ HP Inc.
-1.97%
-$20,631.45 
CAT Caterpillar Inc.
-1.84%
-$20,849.44 
ITW Illinois Tool Works Inc.
-1.83%
-$12,412.15 
HPE Hewlett Packard Enterprise Company
-1.79%
-$35,614.24 
HD The Home Depot, Inc.
-1.68%
-$34,097.4 
IFF International Flavors & Fragrances Inc.
-1.64%
-$4,066.56 
PEP PepsiCo, Inc.
-1.63%
-$32,154.94 
DIS The Walt Disney Company
-1.54%
-$8,828.33 
WFC Wells Fargo & Company
-1.49%
-$12,525.5 
WMT Walmart Inc.
-1.47%
-$14,059.92 
AAPL Apple Inc.
-1.42%
-$80,641.45 
VTRS Viatris Inc.
-1.42%
-$17,672.83 
JNJ Johnson & Johnson
-1.4%
-$28,875.34 
NSC Norfolk Southern Corporation
-1.34%
-$16,191.51 
GT The Goodyear Tire & Rubber Company
-1.3%
-$1,482.95 
AVY Avery Dennison Corporation
-1.21%
-$3,197.12 
PFE Pfizer Inc.
-1.1%
-$14,383 
VHT Vanguard Health Care ETF
-1.06%
-$8,997.63 
AXP American Express Company
-1.01%
-$6,716.91 
IYH iShares U.S. Healthcare ETF
-1%
-$4,418.55 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.98%
-$2,664 
VIS Vanguard Industrials ETF
-0.98%
-$3,090.51 
NEE NextEra Energy, Inc.
-0.95%
-$4,798.92 
D Dominion Energy, Inc.
-0.94%
-$2,666.6 
BMY Bristol-Myers Squibb Company
-0.91%
-$8,388.83 
GS The Goldman Sachs Group, Inc.
-0.87%
-$5,873.73 
JPM JPMorgan Chase & Co.
-0.86%
-$71,608.54 
CAH Cardinal Health Inc.
-0.85%
-$1,988.5 
EFG iShares MSCI EAFE Growth ETF
-0.81%
-$4,480.43 
PG Procter & Gamble Co
-0.79%
-$7,589.82 
SYY Sysco Corporation
-0.75%
-$2,732.19 
EFV iShares MSCI EAFE Value ETF
-0.72%
-$2,069.59 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.71%
-$5,494 
GILD Gilead Sciences Inc.
-0.69%
-$1,626.57 
CNP CenterPoint Energy Inc.
-0.66%
-$2,251.5 
EFA iShares MSCI EAFE ETF
-0.65%
-$14,086.58 
IJH iShares Core S&P Mid-Cap ETF
-0.65%
-$4,600.12 
ABBV AbbVie Inc.
-0.63%
-$18,200.81 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.63%
-$3,076.92 
MSI Motorola Solutions, Inc.
-0.62%
-$3,002.88 
VB Vanguard Small-Cap ETF
-0.59%
-$6,266.75 
IWN iShares Russell 2000 Value ETF
-0.58%
-$1,722.5 
QCOM QUALCOMM Incorporated
-0.58%
-$5,638.05 
SYF Synchrony Financial
-0.58%
-$2,411.44 
AMGN Amgen Inc.
-0.58%
-$8,212.58 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.57%
-$3,468.6 
TT Trane Technologies plc
-0.57%
-$1,696.45 
IYG iShares U.S. Financial Services ETF
-0.57%
-$1,789.58 
KEYS Keysight Technologies, Inc.
-0.56%
-$3,591.31 
SCHM Schwab U.S. Mid-Cap ETF
-0.56%
-$16,330.08 
SCHF Schwab International Equity ETF
-0.56%
-$56,191.35 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.55%
-$3,083.08 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.55%
-$9,833.64 
A Agilent Technologies Inc.
-0.53%
-$1,987.92 
SCHV Schwab U.S. Large-Cap Value ETF
-0.52%
-$6,739.25 
SO The Southern Company
-0.51%
-$1,204.42 
IWO iShares Russell 2000 Growth ETF
-0.51%
-$3,269.42 
CSCO Cisco Systems, Inc.
-0.51%
-$9,472.26 
CTVA Corteva Inc.
-0.5%
-$1,626.68 
IWR iShares Russell Mid-Cap ETF
-0.48%
-$1,218.47 
XLF Financial Select Sector SPDR Fund
-0.46%
-$1,448.2 
AFL Aflac Inc.
-0.44%
-$9,543.05 
SCHA Schwab U.S. Small-Cap ETF
-0.44%
-$44,766.3 
AMAT Applied Materials, Inc.
-0.4%
-$6,358.71 
IWM iShares Russell 2000 ETF
-0.4%
-$11,169.73 
TRV The Travelers Companies, Inc.
-0.38%
-$1,879.29 
ADM Archer-Daniels-Midland Co
-0.37%
-$4,374.4 
VO Vanguard Mid-Cap ETF
-0.36%
-$3,822.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.35%
-$2,615.22 
ADI Analog Devices, Inc.
-0.26%
-$2,243.32 
VBK Vanguard Small-Cap Growth ETF
-0.22%
-$1,116.49 
MCD McDonald's Corporation
-0.2%
-$2,188.96 
IWB iShares Russell 1000 ETF
-0.19%
-$541.11 
LHX L3Harris Technologies, Inc.
-0.18%
-$1,502.85 
VZ Verizon Communications Inc.
-0.17%
-$2,000.7 
SYK Stryker Corporation
-0.16%
-$535.08 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.14%
-$4,214.39 
ADP Automatic Data Processing Inc.
-0.12%
-$549.12 
SCHX Schwab U.S. Large-Cap ETF
-0.1%
-$39,204.66 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$229.33 
SPY SPDR S&P 500 ETF Trust
-0.07%
-$562.78 
APH Amphenol Corporation
-0.07%
-$662.53 
IVV iShares Core S&P 500 ETF
-0.07%
-$1,176.5 
CVS CVS Health Corporation
-0.07%
-$453.53 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.05%
-$222.3 
BNY BlackRock New York Municipal Income Trust
-0.02%
-$63 Events
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Dividends
Dividend Analysis
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| Trades 1454 | Longs Won 1081/1454 74% | Profit Factor 13.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $389,229.12 |
| Average Win $77,716.45 | Best Trade (Jul 22) $12.53M | Sharpe Ratio -12.93 |
| Average Loss -$16,428.08 | Worst Trade (Jul 27) -$1.21M | Z-Score 11.75 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 3w 2d | Expectancy $53,565.18 |
| 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 | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $1.55M, JPMorgan Chase & Co - $966,229.73, Schwab International Equity ETF - $934,800.22, General Electric Company - $849,663.25, and McKesson Corporation - $539,644.35. 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 - $143,558.01, Walgreens Boots Alliance Inc - $117,542.97, Intel Corporation - $85,991.7, and Dominion Energy, Inc - $72,038.64. 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 $11.76M earned over time. The largest contributors to dividend income include Schwab U.S. Large-Cap ETF - $1.01M, Schwab International Equity ETF - $910,175.82, JPMorgan Chase & Co - $537,827, Schwab U.S. Small-Cap ETF - $405,479.34, and PepsiCo, Inc - $364,835.91. 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 show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kristen Williams's strategy be considered aggressive or moderate?
Kristen Williams's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Kristen Williams's strategy?
Kristen Williams's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
