CW
Cathleen Wrisberg Portfolio
Invests via Convergence Financial, LLC | Managed by Convergence Financial, LLC, Austin Harrison
Invests via Convergence Financial, LLC
Managed by Convergence Financial, LLC, Austin Harrison
Automatically Tracked
Cathleen Wrisberg Profile
Senior finance executive and investor focused on growth-stage consumer and healthcare opportunities, with experience across corporate finance, strategy and board advisory. Cathleen Wrisberg has led capital-raising and M&A initiatives, advised management teams on go-to-market and scaling, and participates in private equity and venture investments. Market-oriented profile suited for board, advisory, and deal-sourcing roles.
Senior finance executive and investor focused on growth-stage consumer and healthcare opportunities, with experience across corporate finance, strategy and board advisory. Cathleen Wrisberg has led capital-raising and M&A initiatives, advised management teams on go-to-market and scaling, and participates in private equity and venture investments. Market-oriented profile suited for board, advisory, and deal-sourcing roles.
Investment Philosophy & Strategy
Focuses on growth-stage consumer and healthcare investments, prioritizing companies with repeatable unit economics and clear go‑to‑market paths. Prefers active, board-level engagement to drive capital efficiency, commercial scaling, and M&A preparation. Allocates capital with a medium-to-long horizon, blending venture and private equity instruments, and uses corporate finance experience to structure rounds and exits. Underwriting emphasizes operational KPIs, defensible customer acquisition economics, and regulatory awareness in healthcare. Risk discipline centers on staged capital deployment, milestone-based follow-ons, and alignment with management.
Focuses on growth-stage consumer and healthcare investments, prioritizing companies with repeatable unit economics and clear go‑to‑market paths. Prefers active, board-level engagement to drive capital efficiency, commercial scaling, and M&A preparation. Allocates capital with a medium-to-long horizon, blending venture and private equity instruments, and uses corporate finance experience to structure rounds and exits. Underwriting emphasizes operational KPIs, defensible customer acquisition economics, and regulatory awareness in healthcare. Risk discipline centers on staged capital deployment, milestone-based follow-ons, and alignment with management.
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:
108.36%
Gain -1.8%
Monthly
1.35%
Yearly
17.45%
Drawdown
36.36%
$1.02B
Equity
Holdings
$1.02B
Investment
$875.35M
$163.1M
Profit -$5.75M
Realized
$16.38M
Unrealized
$146.71M
Dividends
$31.33M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.8%
Profit
-$5.75M
Win %
71%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$5.75M
Win %
71%
This Month
Compared to last month
Gain
-1.26%
Profit
-$13.05M
Win %
71%
This Year
Compared to last year
Gain
8.37%
Profit
$78.93M
Win %
72%
GDX VanEck Gold Miners ETF
+4.14%
+$9,467.88 
HON Honeywell International Inc.
+2.85%
+$6,258.78 
BRK-B Berkshire Hathaway Inc.
+2.6%
+$64,540.98 
DE Deere & Company
+2.37%
+$52,152.8 
NFLX Netflix, Inc.
+2.29%
+$17,954.52 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+2.27%
+$71,022.44 
LMT Lockheed Martin Corporation
+2.17%
+$9,982.15 
VZ Verizon Communications Inc.
+1.94%
+$24,296.4 
PHM PulteGroup Inc.
+1.91%
+$12,790.89 
MRK Merck & Co., Inc.
+1.8%
+$50,711.8 
NFG National Fuel Gas Company
+1.79%
+$3,459.7 
COP ConocoPhillips
+1.78%
+$48,613.4 
AM Antero Midstream Corporation
+1.78%
+$4,123.6 
WES Western Midstream Partners, LP
+1.72%
+$7,008 
AEP American Electric Power Company, Inc.
+1.68%
+$3,712.33 
DY Dycom Industries Inc.
+1.64%
+$14,078.52 
BP BP p.l.c. Sponsored ADR
+1.62%
+$4,666.23 
TRP TC Energy Corporation
+1.56%
+$6,482.25 
GLD SPDR Gold Shares
+1.51%
+$13,397.22 
JNJ Johnson & Johnson
+1.45%
+$18,418.62 
NEE NextEra Energy, Inc.
+1.43%
+$14,288.4 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+1.42%
+$9,064.44 
XOM Exxon Mobil Corporation
+1.41%
+$6,015.54 
PSX Phillips 66
+1.34%
+$16,777.95 
MPC Marathon Petroleum Corporation
+1.31%
+$26,266.74 
DOV Dover Corporation
+1.28%
+$21,967.26 
URI United Rentals, Inc.
+1.21%
+$26,506.23 
GS The Goldman Sachs Group, Inc.
+1.19%
+$33,553.45 
HSY The Hershey Company
+1.1%
+$2,967.69 
PG Procter & Gamble Co
+1.09%
+$20,340.72 
EPD Enterprise Products Partners L.P.
+1.09%
+$2,635.92 
AMD Advanced Micro Devices, Inc.
+1.06%
+$11,827.75 
DUK Duke Energy Corporation
+1.04%
+$37,004.88 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1%
+$4,517.48 
UGI UGI Corporation
+0.99%
+$1,987.2 
LAES Sealsq Corp
+0.96%
+$355.4 
PDX PIMCO Dynamic Income Strategy Fund
+0.95%
+$1,909.4 
CVX Chevron Corporation
+0.93%
+$12,137.45 
BLK BlackRock, Inc.
+0.91%
+$4,977.01 
HDV iShares Core High Dividend ETF
+0.91%
+$51,986.85 
SDOG ALPS Sector Dividend Dogs ETF
+0.89%
+$3,020.22 
CSCO Cisco Systems, Inc.
+0.88%
+$8,809.02 
RTX RTX Corporation
+0.81%
+$4,198.95 
TJX The TJX Companies, Inc.
+0.77%
+$5,404.8 
MPLX MPLX LP
+0.77%
+$3,667.92 
UI Ubiquiti Inc.
+0.76%
+$15,748.8 
KO The Coca-Cola Company
+0.72%
+$3,971.88 
UPS United Parcel Service, Inc.
+0.7%
+$2,799.36 
AMGN Amgen Inc.
+0.66%
+$4,641.45 
HERD Pacer Cash Cows Fund of Funds
+0.64%
+$2,088.78 
CAT Caterpillar Inc.
+0.62%
+$7,436.36 
O Realty Income Corporation
+0.61%
+$8,275.6 
VTV Vanguard Value ETF
+0.58%
+$5,687.06 
CRAK VANECK OIL REFINERS ETF
+0.57%
+$37,802.88 
DIS The Walt Disney Company
+0.57%
+$2,657.42 
AFL Aflac Inc.
+0.56%
+$2,818.22 
DLR Digital Realty Trust, Inc.
+0.56%
+$4,062 
VLO Valero Energy Corporation
+0.5%
+$2,202.71 
BAC Bank of America Corporation
+0.48%
+$1,311.87 
TMUS T-Mobile US, Inc.
+0.47%
+$4,944.6 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.46%
+$52,361.51 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.44%
+$252,536.76 
JPM JPMorgan Chase & Co.
+0.43%
+$16,984.5 
ORCL Oracle Corporation
+0.41%
+$1,651 
MTUM iShares MSCI USA Momentum Factor ETF
+0.4%
+$111,756.43 
VO Vanguard Mid-Cap ETF
+0.4%
+$5,703.68 
MO Altria Group, Inc.
+0.4%
+$1,821.2 
WELL Welltower Inc.
+0.39%
+$1,123.2 
FENI Fidelity Enhanced International ETF
+0.37%
+$37,033.05 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.37%
+$945 
MSI Motorola Solutions, Inc.
+0.37%
+$8,171.16 
GOOG Alphabet Inc
+0.36%
+$3,141.18 
JHMM John Hancock Multifactor Mid Cap ETF
+0.35%
+$1,131 
LIN Linde plc
+0.34%
+$4,012.06 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$12,279.12 
ELV Elevance Health, Inc.
+0.32%
+$3,016.92 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.31%
+$1,643.69 
TFC Truist Financial Corporation
+0.3%
+$1,295.8 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.29%
+$288,326.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.29%
+$1,190.23 
TPR Tapestry Inc.
+0.27%
+$2,146.76 
ADI Analog Devices, Inc.
+0.25%
+$1,206.68 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.25%
+$20,822.62 
PEP PepsiCo, Inc.
+0.23%
+$422.73 
MU Micron Technology, Inc.
+0.23%
+$3,091.24 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.21%
+$126,229.98 
GOOGL Alphabet Inc
+0.19%
+$19,043.41 
VONV Vanguard Russell 1000 Value Index Fund
+0.18%
+$488.8 
IWD iShares Russell 1000 Value ETF
+0.18%
+$524.92 
AME Ametek Inc.
+0.18%
+$5,017.74 
CBSH Commerce Bancshares, Inc.
+0.17%
+$759.4 
JEPI JPMorgan Equity Premium Income Fund
+0.17%
+$358.44 
INTU Intuit Inc.
+0.16%
+$951.14 
AVUV Avantis U.S. Small Cap Value ETF
+0.15%
+$774.25 
AER AerCap Holdings N.V.
+0.14%
+$689.26 
IBOC International Bancshares Corporation
+0.13%
+$1,025.12 
VIG Vanguard Dividend Appreciation ETF
+0.12%
+$1,600.48 
TRPA Hartford AAA CLO ETF
+0.09%
+$3,362.41 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.08%
+$18,101.34 
VB Vanguard Small-Cap ETF
+0.06%
+$460.8 
NVS Novartis AG Sponsored ADR
+0.06%
+$420.3 
MCD McDonald's Corporation
+0.06%
+$378.3 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.04%
+$313.77 
ABBV AbbVie Inc.
+0.03%
+$236.56 
CGDV Capital Group Dividend Value ETF
+0.03%
+$2,661.82 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$13,466.76 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1,392.12 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$773.09 
JAVA JPMorgan Active Value ETF
+0.01%
+$3,519.99 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$92.16 
ALL Allstate Corporation
+0.01%
+$179.62 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$114.83 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IBM International Business Machines Corporation
0%
-$0.02 
TBLL Invesco Short Term Treasury ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GEV GE Vernova Inc.
-6.52%
-$278,568.22 
NOW ServiceNow, Inc.
-4.31%
-$51,273.2 
PLTR Palantir Technologies Inc.
-4.03%
-$59,968.15 
SGHC Super Group (SGHC) Limited
-3.4%
-$50,439.04 
DHR Danaher Corporation
-3.19%
-$30,982.46 
CRM Salesforce Inc
-2.86%
-$36,415.98 
COIN Coinbase Global, Inc.
-2.44%
-$17,589 
MSTR Strategy Inc.
-2.43%
-$16,161.75 
META Meta Platforms Inc Class A
-2.21%
-$311,614.74 
MSFT Microsoft Corp.
-1.99%
-$292,933.83 
PANW Palo Alto Networks, Inc.
-1.65%
-$10,989.25 
UBER Uber Technologies, Inc.
-1.59%
-$11,026.08 
LLY Eli Lilly and Company
-1.55%
-$79,395.6 
GEN Gen Digital Inc.
-1.53%
-$15,822.8 
AMZN Amazon.com Inc
-1.52%
-$117,853.44 
ULTA Ulta Beauty Inc.
-1.49%
-$47,099.54 
ARM Arm Holdings plc American Depositary Receipt
-1.46%
-$29,071.58 
BLTE Belite Bio, Inc.
-1.46%
-$6,960.85 
IBIT iShares Bitcoin Trust
-1.38%
-$36,663.12 
DG Dollar General Corporation
-1.36%
-$5,695.2 
CPA Copa Holdings S.A.
-1.35%
-$14,660.4 
BTC Grayscale Bitcoin Mini Trust ETF
-1.31%
-$3,933.16 
GBTC Grayscale Bitcoin Trust ETF
-1.28%
-$33,836.22 
NVO Novo Nordisk A/S Sponsored ADR
-1.28%
-$20,713.14 
AL Air Lease Corporation
-1.09%
-$5,286.4 
WFC Wells Fargo & Company
-1.03%
-$6,418.8 
ARKK ARK Innovation ETF Fund
-1.02%
-$2,831.36 
APH Amphenol Corporation
-0.98%
-$4,257.59 
FTNT Fortinet Inc.
-0.95%
-$7,169.48 
AAPL Apple Inc.
-0.95%
-$122,821.53 
AMAT Applied Materials, Inc.
-0.95%
-$4,633.28 
WMT Walmart Inc.
-0.94%
-$29,564.77 
NEU NewMarket Corporation
-0.84%
-$2,549.16 
CNA CNA Financial Corporation
-0.84%
-$12,104.4 
BKNG Booking Holdings Inc.
-0.76%
-$1,802 
TXN Texas Instruments Inc
-0.74%
-$9,482.36 
FISV Fiserv, Inc.
-0.74%
-$4,140.75 
WINN Harbor Long-Term Growers ETF
-0.73%
-$50,400.91 
CRWD CrowdStrike Holdings, Inc.
-0.71%
-$56,326.17 
UNH UnitedHealth Group Incorporated
-0.69%
-$14,454 
VUG Vanguard Growth ETF
-0.67%
-$19,759.44 
VIPS Vipshop Holdings Ltd - ADR
-0.61%
-$6,034.32 
HRB H&R Block Inc.
-0.57%
-$2,654.2 
VGT Vanguard Information Technology ETF
-0.56%
-$14,996.8 
PGR Progressive Corporation
-0.52%
-$3,184.32 
MA Mastercard Incorporated
-0.51%
-$5,566 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.47%
-$106,030.65 
VONG Vanguard Russell 1000 Growth Fund
-0.47%
-$1,335.76 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.47%
-$277,183.65 
TMO Thermo Fisher Scientific Inc.
-0.46%
-$11,414.5 
TGT Target Corporation
-0.41%
-$1,318.98 
IUSG iShares Core S&P U.S. Growth ETF
-0.4%
-$1,095.94 
XLK State Street Technology Select Sector SPDR ETF
-0.39%
-$85,615.6 
IEMG iShares Core MSCI Emerging Markets ETF
-0.39%
-$25,348.85 
BAP Credicorp Ltd.
-0.38%
-$7,911 
ORLY O'Reilly Automotive Inc.
-0.36%
-$3,153.6 
TSLA Tesla, Inc.
-0.35%
-$77,114.32 
OMAH VistaShares Target 15 Berkshire Select Income ETF
-0.34%
-$819 
VBK Vanguard Small-Cap Growth ETF
-0.34%
-$1,770.72 
COST Costco Wholesale Corporation
-0.32%
-$16,105.32 
QQQ Invesco QQQ Trust, Series 1
-0.31%
-$3,690.74 
NVDA NVIDIA Corporation
-0.29%
-$35,507.49 
JPMB JPMorgan USD Emerging Markets Sovereign Bond ETF
-0.29%
-$1,019.71 
LOW Lowe's Companies Inc.
-0.28%
-$4,989.6 
CGCP Capital Group Core Plus Income ETF
-0.25%
-$30,324.31 
CATH Global X S&P 500 Catholic Values ETF
-0.22%
-$895.44 
IGEB iShares Investment Grade Corporate Bond ETF
-0.21%
-$2,999.62 
PDI Pimco Dynamic Income Fund
-0.21%
-$398.03 
MDT Medtronic plc
-0.21%
-$460.36 
SPHY SPDR Portfolio High Yield Bond ETF
-0.19%
-$8,384.67 
FLCB Franklin U.S. Core Bond ETF
-0.19%
-$481.4 
SPHQ Invesco S&P 500 Quality ETF
-0.18%
-$8,800.43 
RF Regions Financial Corporation
-0.18%
-$625.51 
CGGO Capital Group Global Growth Equity ETF
-0.17%
-$490.63 
UNP Union Pacific Corporation
-0.17%
-$885.36 
PHEQ Morgan Stanley ETF Trust Parametric Hedged Equity ETF
-0.17%
-$11,501.45 
V Visa Inc. Class A
-0.17%
-$4,476.25 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.17%
-$4,631.05 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.16%
-$112,705.28 
IVV iShares Core S&P 500 ETF
-0.15%
-$1,503.36 
IJR iShares Core S&P Small-Cap ETF
-0.15%
-$8,500.36 
AGG iShares Core U.S. Aggregate Bond ETF
-0.15%
-$301.89 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.15%
-$2,339.04 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.14%
-$439.23 
DIAL Columbia Diversified Fixed Income Allocation ETF
-0.14%
-$16,708.45 
FLCO Franklin Investment Grade Corporate ETF
-0.14%
-$26,392.52 
MTBA Simplify MBS ETF
-0.13%
-$30,062.56 
SPGI S&P Global Inc.
-0.13%
-$395.91 
ACN Accenture plc Class A
-0.13%
-$728.32 
VOO Vanguard S&P 500 ETF
-0.13%
-$1,593.26 
AVGO Broadcom Inc.
-0.12%
-$11,861.89 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.12%
-$16,774.78 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.12%
-$363.72 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$7,281.63 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.11%
-$1,223.04 
SMH VanEck Semiconductor ETF
-0.09%
-$277.2 
JPIE JPMorgan Income ETF
-0.06%
-$423.43 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.05%
-$805.84 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.05%
-$622.72 
AVEM Avantis Emerging Markets Equity ETF
-0.04%
-$437.92 
VUSB Vanguard Ultra-Short Bond ETF
-0.02%
-$926.82 Events
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Dividends
Dividend Analysis
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| Trades 1622 | Longs Won 1095/1622 67% | Profit Factor 7.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $485,443.5 |
| Average Win $172,162.67 | Best Trade (Jul 22) $7.54M | Sharpe Ratio -11.66 |
| Average Loss -$48,240.95 | Worst Trade (Jul 28) -$1.96M | Z-Score 7.81 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 1d | Expectancy $100,551.91 |
| 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 | 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
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FAQ
Which stocks have generated the highest profits for Cathleen Wrisberg?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Bloomberg 1-3 Month T-Bill ETF - $4.28M, SPDR Portfolio S&P 500 Value ETF - $3.41M, SPDR Portfolio Aggregate Bond ETF - $2.62M, SPDR Portfolio S&P 500 Growth ETF - $2.05M, and SPDR S&P 500 ETF Trust - $2.04M. 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: SoFi Technologies, Inc - $740,527, Adobe Inc - $283,530.34, FMC Corporation - $229,101.38, Vanguard Information Technology ETF - $148,300.66, and Thermo Fisher Scientific Inc - $124,561.26. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cathleen Wrisberg's portfolio generate?
The portfolio generates substantial dividend income, with a total of $31.33M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $4.31M, SPDR Portfolio Aggregate Bond ETF - $3.12M, SPDR Portfolio S&P 500 Value ETF - $2.2M, SPDR S&P 400 Mid Cap Value ETF - $1.66M, and Simplify MBS ETF - $1.45M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cathleen Wrisberg's monthly returns?
Cathleen Wrisberg's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Cathleen Wrisberg's strategy be considered aggressive or moderate?
Cathleen Wrisberg's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Cathleen Wrisberg's strategy?
Cathleen Wrisberg's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
