MBV
Matthew B. Vawter Portfolio
Invests via NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | Managed by Matthew B. Vawter
Invests via NATIONS FINANCIAL GROUP Inc., /IA/ /ADV
Managed by Matthew B. Vawter
Automatically Tracked
Matthew B. Vawter Profile
With a strong background in corporate finance, Matthew B. Vawter has established himself as a pivotal figure in business leadership and growth initiatives. His experience spans several industries, where he has been instrumental in executing strategic mergers and acquisitions while driving operational efficiencies. Vawter's proven track record of fostering relationships with key stakeholders underscores his influence within the capital markets space. He has led significant projects that not only enhanced organizational performance but also delivered shareholder value during crucial transitions. His commitment to advancing sustainable practices positions him at the forefront of evolving corporate strategies.
With a strong background in corporate finance, Matthew B. Vawter has established himself as a pivotal figure in business leadership and growth initiatives. His experience spans several industries, where he has been instrumental in executing strategic mergers and acquisitions while driving operational efficiencies. Vawter's proven track record of fostering relationships with key stakeholders underscores his influence within the capital markets space. He has led significant projects that not only enhanced organizational performance but also delivered shareholder value during crucial transitions. His commitment to advancing sustainable practices positions him at the forefront of evolving corporate strategies.
Investment Philosophy & Strategy
In the evolving landscape of corporate finance, strategic foresight is essential for seizing opportunities. Matthew B. Vawter exemplifies a proactive leadership style, leveraging his extensive experience in mergers and acquisitions to identify and capitalize on market trends. With a keen focus on operational efficiency, he enhances organizational capabilities while aligning stakeholders' interests. His emphasis on sustainable practices not only prepares businesses for future challenges but also drives long-term value creation. By fostering robust relationships within the capital markets, he ensures that investments are geared towards innovation and growth, solidifying competitive advantages across diverse sectors.
In the evolving landscape of corporate finance, strategic foresight is essential for seizing opportunities. Matthew B. Vawter exemplifies a proactive leadership style, leveraging his extensive experience in mergers and acquisitions to identify and capitalize on market trends. With a keen focus on operational efficiency, he enhances organizational capabilities while aligning stakeholders' interests. His emphasis on sustainable practices not only prepares businesses for future challenges but also drives long-term value creation. By fostering robust relationships within the capital markets, he ensures that investments are geared towards innovation and growth, solidifying competitive advantages 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:
55.72%
Gain +0.08%
Monthly
0.72%
Yearly
8.97%
Drawdown
14.8%
$190.98M
Equity
Holdings
$190.98M
Investment
$75.57M
$115.41M
Profit +$160,106.31
Realized
-$0
Unrealized
$115.41M
Dividends
$24.52M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.08%
Profit
$160,106.31
Win %
76%
This Week
Compared To Last Week
Gain
0.12%
Profit
$226,821.25
Win %
76%
This Month
Compared to last month
Gain
1.15%
Profit
$2.16M
Win %
76%
This Year
Compared to last year
Gain
12.83%
Profit
$21.72M
Win %
76%
GIS General Mills, Inc.
+5.33%
+$2,592.36 
NKE Nike, Inc. - Class B
+4.84%
+$17,270.53 
KMB Kimberly-Clark Corporation
+4.62%
+$12,718.89 
HD The Home Depot, Inc.
+4.32%
+$34,373.97 
AON Aon plc
+4.08%
+$30,361.47 
KHC The Kraft Heinz Company
+3.39%
+$4,266.57 
ADP Automatic Data Processing Inc.
+3.33%
+$23,735.49 
WMT Walmart Inc.
+3.32%
+$110,311.08 
WM Waste Management, Inc.
+3.12%
+$25,540.35 
SYK Stryker Corporation
+3.06%
+$54,845.7 
MDLZ Mondelez International, Inc.
+2.95%
+$16,566.26 
NVS Novartis AG Sponsored ADR
+2.85%
+$14,930.6 
SBUX Starbucks Corporation
+2.84%
+$26,712 
MCD McDonald's Corporation
+2.68%
+$11,924.22 
T AT&T Inc.
+2.6%
+$23,446.76 
JNJ Johnson & Johnson
+2.48%
+$57,236.79 
VHT Vanguard Health Care ETF
+2.42%
+$12,919.09 
PEP PepsiCo, Inc.
+2.35%
+$26,149.56 
MRK Merck & Co., Inc.
+2.1%
+$40,018.72 
KO The Coca-Cola Company
+2.1%
+$11,022.55 
NBB Nuveen Taxable Municipal Income Fund
+1.97%
+$5,061.57 
PFE Pfizer Inc.
+1.95%
+$15,181.71 
ABT Abbott Laboratories
+1.95%
+$9,042.55 
VZ Verizon Communications Inc.
+1.94%
+$19,357.74 
SLV iShares Silver Trust
+1.65%
+$11,360.21 
PG Procter & Gamble Co
+1.58%
+$42,683.28 
DOW Dow Inc.
+1.52%
+$3,371.32 
MMM 3M Company
+1.51%
+$9,596.74 
IBM International Business Machines Corporation
+1.49%
+$15,946.09 
NUV Nuveen Municipal Value Fund, Inc.
+1.39%
+$1,412.44 
CAH Cardinal Health Inc.
+1.35%
+$10,903.72 
QCOM QUALCOMM Incorporated
+1.21%
+$10,581.84 
BRK-A Berkshire Hathaway Inc.
+1.19%
+$28,244.97 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+1.15%
+$1,494.65 
PHYS Sprott Physical Gold Trust
+1.13%
+$14,669.2 
GLD SPDR Gold Shares
+1.1%
+$21,856.65 
VNQ Vanguard Real Estate ETF
+1.03%
+$7,244.7 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.92%
+$7,111.22 
F Ford Motor Company
+0.91%
+$3,202.87 
BA Boeing Company
+0.82%
+$6,995.83 
BRK-B Berkshire Hathaway Inc.
+0.81%
+$67,603.44 
IJR iShares Core S&P Small-Cap ETF
+0.77%
+$3,283.28 
VTWO Vanguard Russell 2000 ETF
+0.73%
+$3,625.6 
AEG Aegon N.V.
+0.67%
+$943.58 
WFC Wells Fargo & Company
+0.66%
+$2,392.95 
AAPL Apple Inc.
+0.65%
+$156,800.7 
NXP Nuveen Select Tax-Free Income Portfolio
+0.65%
+$1,554.1 
DE Deere & Company
+0.64%
+$24,004.51 
IWS iShares Russell Mid-Cap Value ETF
+0.62%
+$6,448.44 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.6%
+$4,426.8 
EFV iShares MSCI EAFE Value ETF
+0.59%
+$31,807.4 
RWO SPDR Dow Jones Global Real Estate ETF
+0.58%
+$11,666.43 
IVE ISHARES S&P 500 VALUE ETF
+0.53%
+$8,461.25 
PM Philip Morris International Inc.
+0.52%
+$7,753.22 
IWD iShares Russell 1000 Value ETF
+0.52%
+$9,805.35 
VTV Vanguard Value ETF
+0.51%
+$6,994.7 
WBA Walgreens Boots Alliance Inc.
+0.5%
+$512.46 
HTD John Hancock Tax-Advantaged Dividend Income Fund
+0.49%
+$4,788.08 
VYM Vanguard High Dividend Yield ETF
+0.42%
+$3,663.9 
VB Vanguard Small-Cap ETF
+0.4%
+$2,841.92 
VOE Vanguard Mid-Cap Value ETF
+0.36%
+$5,235.56 
MSFT Microsoft Corp.
+0.3%
+$10,293.66 
BSV Vanguard Short-Term Bond ETF
+0.29%
+$614.68 
FTF Franklin Limited Duration Income Trust
+0.28%
+$368.62 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.27%
+$955.91 
IWR iShares Russell Mid-Cap ETF
+0.17%
+$1,007.28 
EFA iShares MSCI EAFE ETF
+0.17%
+$2,731.22 
IJH iShares Core S&P Mid-Cap ETF
+0.12%
+$3,001.95 
BP BP p.l.c. Sponsored ADR
+0.12%
+$481.14 
FV First Trust Dorsey Wright Focus 5 ETF
+0.07%
+$1,115.21 
FGPRQ Ferrellgas Partners, L.P.
0%
$0 EMC
EMC
0%
$0 LINE
LINEQ
0%
$0 HOT
HOT
0%
$0 QQQ
QQQ
0%
$0 CEM
CEM
0%
$0 MUX
MUX
0%
$0 CEF
CEF
0%
$0 RSP
RSP
0%
$0 JMF
JMF
0%
$0 RFG
RFG
0%
$0 ITM
ITM
0%
$0 
DEX Delaware Enhanced Global Dividend and Income Fund
0%
$0 
RJI ELEMENTS Linked to the Rogers International Commodity Index - Total Return
0%
$0 LUMN
LUMN
0%
$0 PWB
PWB
0%
$0 UCI
UCI
0%
$0 
INTC Intel Corporation
-6.6%
-$144,251.28 
CAT Caterpillar Inc.
-4.79%
-$354,189.02 
SCCO Southern Copper Corporation
-3.58%
-$59,393.51 
SLB Schlumberger Limited
-2.66%
-$5,869.5 
XLK State Street Technology Select Sector SPDR ETF
-2.22%
-$65,531.01 
EMR Emerson Electric Co.
-2.1%
-$17,034.76 
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$46,202.94 
PSX Phillips 66
-1.68%
-$14,795.03 
ISCB iShares Morningstar Small-Cap ETF
-1.48%
-$6,834.88 
XLE Energy Select Sector SPDR Fund
-1.48%
-$15,490 
IWP iShares Russell Mid-Cap Growth ETF
-1.39%
-$17,989.11 
GWX SPDR S&P International Small Cap ETF
-1.28%
-$8,390.86 
OKE ONEOK, Inc.
-1.17%
-$14,140.44 
VWO Vanguard FTSE Emerging Markets ETF
-0.95%
-$37,368.8 
VUG Vanguard Growth ETF
-0.93%
-$10,901.76 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.9%
-$40,054.07 
XOM Exxon Mobil Corporation
-0.86%
-$15,482.66 
DLS WisdomTree International SmallCap Dividend Fund
-0.85%
-$22,883.17 
COP ConocoPhillips
-0.76%
-$10,591.98 
META Meta Platforms Inc Class A
-0.57%
-$27,972.13 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.42%
-$1,669.11 
VT Vanguard Total World Stock ETF
-0.4%
-$8,311.59 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.39%
-$7,294.4 
CVX Chevron Corporation
-0.38%
-$3,140.41 
DNP DNP Select Income Fund Inc.
-0.35%
-$8,906.14 
BOE BlackRock Enhanced Global Dividend Trust
-0.32%
-$745.14 
IVV iShares Core S&P 500 ETF
-0.32%
-$7,854.79 
VOO Vanguard S&P 500 ETF
-0.31%
-$19,169.45 
SPY SPDR S&P 500 ETF Trust
-0.31%
-$11,691.34 
LNT Alliant Energy Corporation
-0.3%
-$2,340 
VBK Vanguard Small-Cap Growth ETF
-0.28%
-$1,537.01 
BAC Bank of America Corporation
-0.27%
-$2,071.86 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$7,547.26 
GSG iShares S&P GSCI Commodity-Indexed Trust
-0.22%
-$1,045.6 
ELD WisdomTree Emerging Markets Local Debt Fund
-0.19%
-$380.32 
GE General Electric Company
-0.19%
-$3,622.02 
DJP iPath Bloomberg Commodity Index Total Return ETN
-0.19%
-$5,018 
CSQ Calamos Strategic Total Return Fund
-0.1%
-$524.89 
VO Vanguard Mid-Cap ETF
-0.06%
-$509.42 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.01%
-$76.73 Events
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Dividends
Dividend Analysis
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| Trades 127 | Longs Won 89/127 70% | Profit Factor 54.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.23M |
| Average Win $1.32M | Best Trade (Oct 15) $22.32M | Sharpe Ratio 0 |
| Average Loss -$56,609.43 | Worst Trade (Oct 15) -$624,967.82 | Z-Score 7.5 (100%) |
| Commissions $0 | Avg. Trade Length 10y 9m 3w | Expectancy $908,719.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% |
| Consecutive Losing Trades | 3,378 | 3,041 | 2,703 | 2,365 | 2,027 | 1,689 | 1,351 | 1,014 | 676 | 338 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 70,000 | $1.84M | $24.16M | - | $22.32M | 1,211.85% | +0.653% |
| ABT Abbott Laboratories | 4,510 | $202,538 | $473,437.25 | - | $270,899.25 | 133.75% | +1.947% |
| ADP Automatic Data Processing Inc. | 2,544 | $215,504 | $736,869.6 | - | $521,365.6 | 241.93% | +3.328% |
| AEG Aegon N.V. | 17,156 | $97,275 | $142,309.02 | - | $45,034.02 | 46.3% | +0.667% |
| AON Aon plc | 2,700 | $248,967 | $773,806.5 | - | $524,839.5 | 210.81% | +4.084% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 15,346 | $596,652 | $1.05M | - | $452,477.29 | 75.84% | -0.007% |
| BA Boeing Company | 4,633 | $669,885 | $862,525.61 | - | $192,640.61 | 28.76% | +0.818% |
| BAC Bank of America Corporation | 14,799 | $249,075 | $758,448.75 | - | $509,373.75 | 204.51% | -0.272% |
| BOE BlackRock Enhanced Global Dividend Trust | 19,977 | $254,906 | $229,735.5 | - | -$25,170.5 | -9.87% | -0.323% |
| BP BP p.l.c. Sponsored ADR | 8,019 | $250,664 | $391,888.53 | - | $141,224.53 | 56.34% | +0.123% |
| BRK-A Berkshire Hathaway Inc. | 3 | $593,400 | $2.4M | - | $1.8M | 303.94% | +1.192% |
| BRK-B Berkshire Hathaway Inc. | 15,888 | $2.1M | $8.43M | - | $6.33M | 301.85% | +0.808% |
| BSV Vanguard Short-Term Bond ETF | 2,794 | $222,352 | $214,104.22 | - | -$8,247.78 | -3.71% | +0.288% |
| CAH Cardinal Health Inc. | 3,250 | $290,128 | $816,058.75 | - | $525,930.75 | 181.28% | +1.354% |
| CAT Caterpillar Inc. | 9,877 | $671,264 | $7.04M | - | $6.37M | 949.29% | -4.788% |
| CEF CEF | 23,050 | $230,272 | $230,272 | - | - | - | 0.0 |
| CEM CEM | 14,250 | $216,315 | $216,315 | - | - | - | 0.0 |
| COP ConocoPhillips | 9,853 | $460,049 | $1.39M | - | $931,835.04 | 202.55% | -0.755% |
| CSQ Calamos Strategic Total Return Fund | 26,114 | $258,528 | $524,366.51 | - | $265,838.51 | 102.83% | -0.1% |
| CVX Chevron Corporation | 3,761 | $338,311 | $831,952 | - | $493,641 | 145.91% | -0.376% |
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FAQ
Which stocks have generated the highest profits for Matthew B. Vawter?
The largest contributions to the portfolio's profits come from the following stocks: DNP Select Income Fund Inc - $2.13M, iShares MSCI EAFE Value ETF - $1.55M, Vanguard FTSE Emerging Markets ETF - $860,329.88, WisdomTree International SmallCap Dividend Fund - $839,378.57, and SPDR Dow Jones Global Real Estate ETF - $758,663.63. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Matthew B. Vawter's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.52M earned over time. The largest contributors to dividend income include DNP Select Income Fund Inc - $2.13M, iShares MSCI EAFE Value ETF - $1.55M, Vanguard FTSE Emerging Markets ETF - $860,329.88, WisdomTree International SmallCap Dividend Fund - $839,378.57, and SPDR Dow Jones Global Real Estate ETF - $758,663.63. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew B. Vawter's monthly returns?
Matthew B. Vawter'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 Matthew B. Vawter's strategy be considered aggressive or moderate?
Matthew B. Vawter'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 Matthew B. Vawter's strategy?
Matthew B. Vawter'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.
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