Stephen Kenney Portfolio
Invests via Gray Private Wealth LLC | Managed by Gray Private Wealth LLC, Justin James Klunder
Invests via Gray Private Wealth LLC
Managed by Gray Private Wealth LLC, Justin James Klunder
Automatically Tracked
Stephen Kenney Profile
With a strong foundation in finance and operations, Stephen Kenney has established himself as a seasoned entrepreneur and operating executive. His background includes significant experience in driving growth strategies within competitive markets. Known for his ability to identify key market opportunities, he leverages both operational expertise and business acumen to enhance organizational performance. As an investor-operator, he actively engages with startups seeking strategic guidance while fostering innovation within established businesses. Kenney's commitment to advancing enterprise value makes him a pivotal figure in the investment landscape.
With a strong foundation in finance and operations, Stephen Kenney has established himself as a seasoned entrepreneur and operating executive. His background includes significant experience in driving growth strategies within competitive markets. Known for his ability to identify key market opportunities, he leverages both operational expertise and business acumen to enhance organizational performance. As an investor-operator, he actively engages with startups seeking strategic guidance while fostering innovation within established businesses. Kenney's commitment to advancing enterprise value makes him a pivotal figure in the investment landscape.
Investment Philosophy & Strategy
Stephen Kenney approaches investment through a lens of innovation and operational excellence, focusing on creating scalable business models. By prioritizing entrepreneurial spirit, he identifies potential market disruptors that align with his expertise in optimizing organizational performance. His strategic thinking enables him to guide early-stage ventures while enhancing the growth trajectories of established firms. With a hands-on leadership style, decision-making reflects an understanding of dynamic market conditions and competitive forces. This proactive engagement positions him to capitalize on transformational opportunities across diverse sectors.
Stephen Kenney approaches investment through a lens of innovation and operational excellence, focusing on creating scalable business models. By prioritizing entrepreneurial spirit, he identifies potential market disruptors that align with his expertise in optimizing organizational performance. His strategic thinking enables him to guide early-stage ventures while enhancing the growth trajectories of established firms. With a hands-on leadership style, decision-making reflects an understanding of dynamic market conditions and competitive forces. This proactive engagement positions him to capitalize on transformational opportunities across diverse sectors.
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:
43.49%
Gain -0.22%
Monthly
1.23%
Yearly
15.83%
Drawdown
18.05%
$235.87M
Equity
Holdings
$235.87M
Investment
$173.38M
$64.75M
Profit -$463,976.92
Realized
$2.26M
Unrealized
$62.5M
Dividends
$6.6M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.22%
Profit
-$463,976.92
Win %
81%
This Week
Compared To Last Week
Gain
-0.2%
Profit
-$463,976.92
Win %
81%
This Month
Compared to last month
Gain
-0.73%
Profit
-$1.73M
Win %
81%
This Year
Compared to last year
Gain
2.04%
Profit
$4.72M
Win %
80%
PANW Palo Alto Networks, Inc.
+14.07%
+$41,393.91 
GOOGL Alphabet Inc
+3.18%
+$21,087.66 
GOOG Alphabet Inc
+3.04%
+$12,097.19 
MSFT Microsoft Corp.
+2.72%
+$58,360.5 
META Meta Platforms Inc Class A
+2.71%
+$12,770.32 
MCD McDonald's Corporation
+1.92%
+$10,640.9 
ABBV AbbVie Inc.
+1.64%
+$4,172.11 
V Visa Inc. Class A
+1.43%
+$3,634.22 
XLV Health Care Select Sector SPDR Fund
+1.4%
+$3,501.96 
UNH UnitedHealth Group Incorporated
+1.29%
+$2,469.73 
MRK Merck & Co., Inc.
+0.93%
+$8,306.72 
BRK-B Berkshire Hathaway Inc.
+0.81%
+$4,942.08 
HD The Home Depot, Inc.
+0.65%
+$1,684.39 
PG Procter & Gamble Co
+0.56%
+$2,741.26 
HDV iShares Core High Dividend ETF
+0.53%
+$43,190.6 
NBBK NB Bancorp Inc.
+0.49%
+$1,173.15 
AAPL Apple Inc.
+0.48%
+$18,553.92 
TJX The TJX Companies, Inc.
+0.16%
+$439.93 
TMO Thermo Fisher Scientific Inc.
+0.1%
+$280 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$464.17 
MUB iShares National Muni Bond ETF
+0.02%
+$160.07 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BAC Bank of America Corporation
-5.33%
-$14,128.2 
AVGO Broadcom Inc.
-4.32%
-$22,227.26 
INTC Intel Corporation
-4.29%
-$12,490.03 
ORCL Oracle Corporation
-4.07%
-$30,752.33 
CAT Caterpillar Inc.
-3.93%
-$8,045 
NVDA NVIDIA Corporation
-2.69%
-$25,589.72 
JPM JPMorgan Chase & Co.
-2.15%
-$8,429.34 
STX Seagate Technology Holdings plc
-1.92%
-$7,380.22 
RTX RTX Corporation
-1.71%
-$4,650.98 
XLI Industrial Select Sector SPDR Fund
-1.57%
-$4,750.63 
HCA HCA Healthcare Inc.
-1.39%
-$5,168.16 
XLK State Street Technology Select Sector SPDR ETF
-1.18%
-$9,927.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.91%
-$39,126.79 
VYM Vanguard High Dividend Yield ETF
-0.77%
-$2,715 
XLF Financial Select Sector SPDR Fund
-0.74%
-$2,119.9 
AMZN Amazon.com Inc
-0.58%
-$5,581.08 
IEFA iShares Core MSCI EAFE ETF
-0.47%
-$3,044.19 
EFA iShares MSCI EAFE ETF
-0.47%
-$69,254.5 
IWF iShares Russell 1000 Growth ETF
-0.47%
-$3,930.72 
VO Vanguard Mid-Cap ETF
-0.44%
-$1,012.32 
VNQ Vanguard Real Estate ETF
-0.37%
-$34,482 
XOM Exxon Mobil Corporation
-0.37%
-$1,514.04 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.37%
-$15,817.14 
RITM Rithm Capital Corp.
-0.36%
-$380.62 
IYR iShares U.S. Real Estate ETF
-0.31%
-$5,322.87 
IVV iShares Core S&P 500 ETF
-0.26%
-$278,055.12 
VOO Vanguard S&P 500 ETF
-0.25%
-$759.33 
VB Vanguard Small-Cap ETF
-0.25%
-$4,803.23 
SPY SPDR S&P 500 ETF Trust
-0.24%
-$894.37 
IWB iShares Russell 1000 ETF
-0.23%
-$79,620.26 
XVV iShares ESG Screened S&P 500
-0.22%
-$816.79 
SCHX Schwab U.S. Large-Cap ETF
-0.2%
-$415.77 
IVE ISHARES S&P 500 VALUE ETF
-0.11%
-$4,071.25 
IWM iShares Russell 2000 ETF
-0.05%
-$6,195.84 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.04%
-$3,550.76 
IWD iShares Russell 1000 Value ETF
-0.02%
-$78.8 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 335 | Longs Won 269/335 80% | Profit Factor 89.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.73M |
| Average Win $243,428.08 | Best Trade (Aug 14) $31.54M | Sharpe Ratio -9.7 |
| Average Loss -$11,059.84 | Worst Trade (Sep 01) -$149,608.57 | Z-Score 16.2 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1d | Expectancy $193,290.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.12% | 4.11% |
| Consecutive Losing Trades | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,560 | $2.02M | $3.86M | - | $1.83M | 90.62% | +0.483% |
| ABBV AbbVie Inc. | 991 | $249,375 | $258,978.03 | - | $9,603.03 | 3.85% | +1.637% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,886 | $475,589.95 | $469,422.45 | - | -$6,167.5 | -1.3% | +0.099% |
| AMZN Amazon.com Inc | 3,771 | $719,578.39 | $962,736.3 | - | $243,157.91 | 33.79% | -0.576% |
| AVGO Broadcom Inc. | 1,423 | $428,087.33 | $492,884.51 | - | $64,797.18 | 15.14% | -4.315% |
| BAC Bank of America Corporation | 4,230 | $206,212.75 | $251,050.5 | - | $44,837.75 | 21.74% | -5.328% |
| BRK-B Berkshire Hathaway Inc. | 1,188 | $522,315.12 | $611,261.64 | - | $88,946.52 | 17.03% | +0.815% |
| CAT Caterpillar Inc. | 250 | $266,225 | $196,597.5 | - | -$69,627.5 | -26.15% | -3.931% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 88,769 | $6.91M | $8.75M | - | $1.84M | 26.66% | -0.041% |
| EFA iShares MSCI EAFE ETF | 138,509 | $11.58M | $14.71M | - | $3.13M | 27.02% | -0.469% |
| GOOG Alphabet Inc | 1,186 | $210,416.39 | $409,940.9 | - | $199,524.51 | 94.82% | +3.041% |
| GOOGL Alphabet Inc | 1,958 | $345,049.48 | $683,870.66 | - | $338,821.18 | 98.19% | +3.182% |
| HCA HCA Healthcare Inc. | 873 | $297,446.07 | $367,550.46 | - | $70,104.39 | 23.57% | -1.387% |
| HD The Home Depot, Inc. | 838 | $317,448.62 | $260,408.5 | - | -$57,040.12 | -17.97% | +0.651% |
| HDV iShares Core High Dividend ETF | 278,649 | $6.31M | $8.16M | - | $1.85M | 29.34% | +0.532% |
| IEFA iShares Core MSCI EAFE ETF | 6,477 | $498,685.83 | $641,417.31 | - | $142,731.48 | 28.62% | -0.472% |
| INTC Intel Corporation | 2,829 | $395,013 | $278,727.22 | - | -$116,285.78 | -29.44% | -4.289% |
| IVE ISHARES S&P 500 VALUE ETF | 16,285 | $3.04M | $3.83M | - | $785,852.9 | 25.83% | -0.106% |
| IVV iShares Core S&P 500 ETF | 139,376 | $74.85M | $106.75M | - | $31.9M | 42.61% | -0.26% |
| IVW ISHARES S&P 500 GROWTH ETF (3IS8) | 31,014 | $2.62M | $4.3M | - | $1.69M | 64.38% | -0.366% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Stephen Kenney?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $2.62M, iShares Russell 1000 ETF - $1.47M, iShares MSCI EAFE ETF - $833,804.52, Vanguard Real Estate ETF - $658,526.95, and iShares Core High Dividend ETF - $478,085.41. 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: Energy Select Sector SPDR Fund - $26,526.49, Thermo Fisher Scientific Inc - $18,144.47, and iShares Russell 2000 Growth ETF - $7,038.65. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stephen Kenney's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.6M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $2.34M, iShares MSCI EAFE ETF - $843,140.22, iShares Russell 1000 ETF - $727,648.41, Vanguard Real Estate ETF - $656,733.51, and iShares Core High Dividend ETF - $478,085.41. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stephen Kenney's monthly returns?
Stephen Kenney'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 Stephen Kenney's strategy be considered aggressive or moderate?
Stephen Kenney'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 Stephen Kenney's strategy?
Stephen Kenney'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.
