CB
Carrie Brown Portfolio
Invests via Argent Advisors Inc. | Managed by Carrie Brown
Invests via Argent Advisors Inc.
Managed by Carrie Brown
Automatically Tracked
Carrie Brown Profile
With a diverse background in strategic leadership, Carrie Brown has made significant strides in corporate development across several sectors. Her expertise includes nurturing high-growth startups and facilitating transformative mergers and acquisitions that enhance organizational value. Brown is noted for her innovative approach to scaling operations, driving profitability while fostering team cohesion. A strong advocate for entrepreneurial ventures, she plays a crucial role in guiding emerging companies toward sustainable growth trajectories. In addition to her operational successes, Carrie actively contributes to various boards, bringing invaluable insights into governance and market expansion strategies.
With a diverse background in strategic leadership, Carrie Brown has made significant strides in corporate development across several sectors. Her expertise includes nurturing high-growth startups and facilitating transformative mergers and acquisitions that enhance organizational value. Brown is noted for her innovative approach to scaling operations, driving profitability while fostering team cohesion. A strong advocate for entrepreneurial ventures, she plays a crucial role in guiding emerging companies toward sustainable growth trajectories. In addition to her operational successes, Carrie actively contributes to various boards, bringing invaluable insights into governance and market expansion strategies.
Investment Philosophy & Strategy
Strategic leadership in high-growth environments drives decision-making for this accomplished professional. Carrie Brown excels at identifying and capitalizing on emerging opportunities, particularly within the startup landscape. Her insights into operational scaling and business development are instrumental in steering innovative ventures toward sustainable profitability. By fostering collaborative team dynamics and promoting adaptive market strategies, she empowers organizations to navigate competitive landscapes effectively. As a proactive board member, she shares her extensive experience in corporate governance while championing transformative initiatives that promote expansion.
Strategic leadership in high-growth environments drives decision-making for this accomplished professional. Carrie Brown excels at identifying and capitalizing on emerging opportunities, particularly within the startup landscape. Her insights into operational scaling and business development are instrumental in steering innovative ventures toward sustainable profitability. By fostering collaborative team dynamics and promoting adaptive market strategies, she empowers organizations to navigate competitive landscapes effectively. As a proactive board member, she shares her extensive experience in corporate governance while championing transformative initiatives that promote expansion.
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:
102.79%
Gain +0.33%
Monthly
1.06%
Yearly
13.51%
Drawdown
21.42%
$410.07M
Equity
Holdings
$410.07M
Investment
$294.96M
$149.34M
Profit +$732,253.59
Realized
$34.23M
Unrealized
$115.1M
Dividends
$42.74M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.33%
Profit
$732,253.59
Win %
79%
This Week
Compared To Last Week
Gain
0.55%
Profit
$2.22M
Win %
79%
This Month
Compared to last month
Gain
2.77%
Profit
$11.06M
Win %
79%
This Year
Compared to last year
Gain
3.24%
Profit
$12.88M
Win %
80%
MSTR Strategy Inc.
+7.36%
+$110,355 
CRWD CrowdStrike Holdings, Inc.
+5.67%
+$21,156 
AMD Advanced Micro Devices, Inc.
+4%
+$29,481.58 
STX Seagate Technology Holdings plc
+3.99%
+$11,499.11 
GEV GE Vernova Inc.
+3.92%
+$6,776.42 
WDC Western Digital Corporation
+3.9%
+$12,642.44 
TER Teradyne, Inc.
+3.43%
+$8,458.82 
TSLA Tesla, Inc.
+3.42%
+$26,462.51 
IBM International Business Machines Corporation
+3.41%
+$37,203.6 
MS Morgan Stanley
+3.21%
+$18,351.2 
WMB The Williams Companies, Inc.
+3.1%
+$6,638.1 
ET Energy Transfer L.P.
+2.89%
+$7,044.42 
ROK Rockwell Automation, Inc.
+2.67%
+$22,594.82 
TXN Texas Instruments Inc
+2.52%
+$43,911 
MU Micron Technology, Inc.
+2.43%
+$20,487.3 
ADI Analog Devices, Inc.
+2.37%
+$11,061.4 
PANW Palo Alto Networks, Inc.
+2.22%
+$6,616.75 
NVDA NVIDIA Corporation
+2.17%
+$144,304.78 
SLB Schlumberger Limited
+2.06%
+$5,510.5 
GS The Goldman Sachs Group, Inc.
+2.06%
+$50,258.97 
CAT Caterpillar Inc.
+1.88%
+$97,222.86 
CTSH Cognizant Technology Solutions Corporation
+1.85%
+$19,211.56 
AXP American Express Company
+1.55%
+$51,106.57 
BLK BlackRock, Inc.
+1.52%
+$21,133.88 
INTC Intel Corporation
+1.41%
+$5,369.07 
EIX Edison International
+1.41%
+$15,279.1 
AAPL Apple Inc.
+1.39%
+$190,699.41 
HONA Honeywell Aerospace Inc.
+1.37%
+$6,384.58 
NUE Nucor Corporation
+1.36%
+$8,367.35 
PH Parker-Hannifin Corporation
+1.35%
+$3,816 
PAGP Plains GP Holdings, L.P.
+1.31%
+$25,284.24 
TMO Thermo Fisher Scientific Inc.
+1.3%
+$4,527.51 
META Meta Platforms Inc Class A
+1.29%
+$34,285.64 
QQQ Invesco QQQ Trust, Series 1
+1.18%
+$2,648.88 
UPS United Parcel Service, Inc.
+1.15%
+$18,551.21 
VOT Vanguard Mid-Cap Growth ETF
+1.13%
+$3,673.61 
TROW T. Rowe Price Group, Inc.
+1.12%
+$14,325.22 
IWP iShares Russell Mid-Cap Growth ETF
+1.1%
+$3,948.5 
QCOM QUALCOMM Incorporated
+1.08%
+$10,517.79 
HBAN Huntington Bancshares Incorporated
+1.06%
+$5,893.14 
AMAT Applied Materials, Inc.
+1.02%
+$1,466.72 
KLAC KLA Corporation
+1.01%
+$1,128.14 
SLI Standard Lithium Ltd.
+1%
+$185.47 
NOC Northrop Grumman Corporation
+1%
+$4,293.24 
MLPX Global X MLP & Energy Infrastructure ETF
+0.99%
+$6,606.72 
IWF iShares Russell 1000 Growth ETF
+0.96%
+$2,531.88 
ETR Entergy Corporation
+0.95%
+$5,535 
MRK Merck & Co., Inc.
+0.92%
+$33,629.39 
C Citigroup Inc.
+0.92%
+$1,936.82 
FITB Fifth Third Bancorp
+0.9%
+$2,776.76 
VBK Vanguard Small-Cap Growth ETF
+0.9%
+$2,473.41 
CSCO Cisco Systems, Inc.
+0.9%
+$37,956.81 
PNC The PNC Financial Services Group, Inc.
+0.88%
+$3,868.34 
TFC Truist Financial Corporation
+0.83%
+$17,955.12 
AVGO Broadcom Inc.
+0.82%
+$8,970.5 
LAMR Lamar Advertising Company
+0.81%
+$17,591.25 
TRV The Travelers Companies, Inc.
+0.78%
+$38,117.96 
RF Regions Financial Corporation
+0.77%
+$1,628.41 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.74%
+$14,831.44 
ADP Automatic Data Processing Inc.
+0.71%
+$6,127.68 
BA Boeing Company
+0.68%
+$1,616.37 
VO Vanguard Mid-Cap ETF
+0.64%
+$2,529.28 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.62%
+$14,253.48 
IGF iShares Global Infrastructure ETF
+0.58%
+$1,905.51 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$1,557.18 
IVV iShares Core S&P 500 ETF
+0.55%
+$77,678.08 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.55%
+$1,588.12 
FHN First Horizon Corporation
+0.54%
+$6,009.3 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$2,206.63 
VB Vanguard Small-Cap ETF
+0.52%
+$1,324.4 
HII Huntington Ingalls Industries Inc.
+0.5%
+$6,134.91 
BAC Bank of America Corporation
+0.48%
+$3,164.42 
GPC Genuine Parts Company
+0.48%
+$9,222.29 
EEM iShares MSCI Emerging Markets ETF
+0.44%
+$2,410.8 
IEMG iShares Core MSCI Emerging Markets ETF
+0.44%
+$7,903.64 
IJH iShares Core S&P Mid-Cap ETF
+0.44%
+$81,157.17 
DE Deere & Company
+0.43%
+$3,188.69 
ACN Accenture plc Class A
+0.42%
+$7,210.56 
EFA iShares MSCI EAFE ETF
+0.41%
+$3,480.96 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$2,145 
CVX Chevron Corporation
+0.4%
+$18,755.1 
COST Costco Wholesale Corporation
+0.39%
+$6,146.56 
GD General Dynamics Corporation
+0.39%
+$2,665.79 
RSP Invesco S&P 500 Equal Weight ETF
+0.36%
+$2,242.5 
PEP PepsiCo, Inc.
+0.34%
+$2,104.22 
ES Eversource Energy
+0.34%
+$5,485.48 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$5,082 
IEFA iShares Core MSCI EAFE ETF
+0.32%
+$66,987.28 
VOE Vanguard Mid-Cap Value ETF
+0.32%
+$2,030.5 
IWM iShares Russell 2000 ETF
+0.3%
+$1,853.2 
BDX Becton, Dickinson and Company
+0.29%
+$3,087.72 
NVS Novartis AG Sponsored ADR
+0.27%
+$699.05 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.26%
+$937.5 
EFV iShares MSCI EAFE Value ETF
+0.24%
+$1,596.19 
AMGN Amgen Inc.
+0.24%
+$4,769.44 
V Visa Inc. Class A
+0.22%
+$12,983.74 
MA Mastercard Incorporated
+0.2%
+$1,308.03 
EQWL Invesco S&P 100 Equal Weight ETF
+0.17%
+$22,167.4 
NEM Newmont Corporation
+0.16%
+$3,294.79 
GNMA iShares GNMA Bond ETF
+0.14%
+$567.08 
AMLP Alerian MLP ETF
+0.13%
+$1,235.64 
UNP Union Pacific Corporation
+0.12%
+$1,070.88 
PKG Packaging Corporation of America
+0.1%
+$684.48 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.09%
+$508.51 
IJR iShares Core S&P Small-Cap ETF
+0.08%
+$519.64 
MSFT Microsoft Corp.
+0.07%
+$6,175.6 
DGRO iShares Core Dividend Growth ETF
+0.07%
+$11,106.81 
MPLX MPLX LP
+0.06%
+$308.25 
TLT iShares 20+ Year Treasury Bond ETF
+0.04%
+$76.95 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.03%
+$197.97 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$60.52 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.01%
+$216.17 
SHV iShares Short Treasury Bond ETF
+0.01%
+$246.42 
PKW Invesco BuyBack Achievers ETF
+0.01%
+$14.5 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 4143
41430WAC7
0%
$0 
DXCM DexCom, Inc.
-6.01%
-$16,521.2 
HRTX Heron Therapeutics Inc.
-5.19%
-$368 
AMT American Tower Corporation
-3.18%
-$38,606.26 
GIS General Mills, Inc.
-2.8%
-$30,634.34 
ABT Abbott Laboratories
-2.56%
-$7,365.75 
VZ Verizon Communications Inc.
-2.13%
-$66,972.15 
GOOG Alphabet Inc
-1.77%
-$35,873.18 
MDT Medtronic plc
-1.74%
-$73,383.75 
RTX RTX Corporation
-1.73%
-$55,934.98 
GOOGL Alphabet Inc
-1.68%
-$92,187.95 
ABBV AbbVie Inc.
-1.63%
-$12,182.4 
LOW Lowe's Companies Inc.
-1.62%
-$3,212.1 
PM Philip Morris International Inc.
-1.47%
-$4,461.68 
GILD Gilead Sciences Inc.
-1.45%
-$26,561.15 
GE General Electric Company
-1.43%
-$2,812.2 
WELL Welltower Inc.
-1.39%
-$4,744.28 
PG Procter & Gamble Co
-1.39%
-$23,211.74 
HCA HCA Healthcare Inc.
-1.39%
-$19,197.17 
DOC Healthpeak Properties, Inc.
-1.33%
-$19,679.61 
CL Colgate-Palmolive Company
-1.15%
-$2,853.62 
DOW Dow Inc.
-1.09%
-$3,031.41 
EPD Enterprise Products Partners L.P.
-1.05%
-$20,113.86 
GSK GSK plc Sponsored ADR
-1.02%
-$26,750.65 
JNJ Johnson & Johnson
-0.88%
-$45,668.35 
ICF iShares Cohen & Steers Realty Majors ETF
-0.86%
-$1,792 
ROST Ross Stores, Inc.
-0.86%
-$2,962.96 
KO The Coca-Cola Company
-0.85%
-$47,824.82 
TGT Target Corporation
-0.82%
-$5,001.26 
PFE Pfizer Inc.
-0.8%
-$26,314.32 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.77%
-$63,518.52 
HD The Home Depot, Inc.
-0.77%
-$15,187.92 
BFST Business First Bancshares, Inc.
-0.63%
-$9,727.6 
LLY Eli Lilly and Company
-0.59%
-$33,547.37 
LIN Linde plc
-0.57%
-$1,335.76 
GEL Genesis Energy L.P.
-0.57%
-$3,100.8 
DUK Duke Energy Corporation
-0.5%
-$11,374.67 
NEE NextEra Energy, Inc.
-0.47%
-$2,271.06 
UNH UnitedHealth Group Incorporated
-0.47%
-$1,377.88 
RDVI FT Vest Rising Dividend Achievers Fund
-0.44%
-$55,128.25 
MCD McDonald's Corporation
-0.41%
-$4,719 
SO The Southern Company
-0.36%
-$1,661.55 
LRCX Lam Research Corporation
-0.35%
-$1,235.97 
DIS The Walt Disney Company
-0.35%
-$5,692.83 
LMBS First Trust Low Duration Opportunities ETF
-0.33%
-$2,171.04 
FIS Fidelity National Information Services, Inc.
-0.33%
-$4,397.04 
WMT Walmart Inc.
-0.29%
-$14,856.98 
JPM JPMorgan Chase & Co.
-0.27%
-$33,439.23 
DVYE iShares Emerging Markets Dividend ETF
-0.27%
-$22,446.12 
LUMN Lumen Technologies Inc.
-0.22%
-$612.72 
AMZN Amazon.com Inc
-0.19%
-$8,701.5 
APD Air Products and Chemicals, Inc.
-0.18%
-$2,298.76 
EME EMCOR Group, Inc.
-0.18%
-$2,752.82 
SCHD Schwab U.S. Dividend Equity ETF
-0.14%
-$944.95 
OBK Origin Bancorp Inc.
-0.12%
-$1,945.08 
VWO Vanguard FTSE Emerging Markets ETF
-0.1%
-$1,767.18 
CRM Salesforce Inc
-0.1%
-$1,588.97 
YUM Yum! Brands, Inc.
-0.09%
-$490.53 
IDV iShares International Select Dividend ETF
-0.08%
-$3,164.91 
DVY iShares Select Dividend ETF
-0.07%
-$2,747.14 
XOM Exxon Mobil Corporation
-0.06%
-$7,300.02 
IEI iShares 3-7 Year Treasury Bond ETF
-0.06%
-$364 
JEPI JPMorgan Equity Premium Income Fund
-0.04%
-$185.44 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.03%
-$732.51 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$2,224.43 
AVUV Avantis U.S. Small Cap Value ETF
-0.02%
-$2,390.81 
IUSB iShares Core Universal USD Bond ETF
-0.01%
-$165.94 
COP ConocoPhillips
-0.01%
-$54.62 
WFC Wells Fargo & Company
-0.01%
-$137.81 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3636 | Longs Won 2335/3636 64% | Profit Factor 5.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $278,429.32 |
| Average Win $78,987.73 | Best Trade (Mar 30) $11.46M | Sharpe Ratio -9.81 |
| Average Loss -$26,978.4 | Worst Trade (Jun 29) -$1.56M | Z-Score 3.63 (99.97%) |
| Commissions $0 | Avg. Trade Length 2y 2m 4w | Expectancy $41,071.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 4143 41430WAC7 | 100,000 | $104.31 | $104.31 | - | - | - | 0.0 |
| AAPL Apple Inc. | 40,317 | $5.45M | $13.88M | - | $8.43M | 154.5% | +1.393% |
| ABBV AbbVie Inc. | 2,592 | $418,509.21 | $737,112.96 | - | $318,603.75 | 76.13% | -1.626% |
| ABT Abbott Laboratories | 2,806 | $335,029.7 | $280,108.95 | - | -$54,920.75 | -16.39% | -2.562% |
| ACN Accenture plc Class A | 7,104 | $884,021.76 | $1.71M | - | $821,897.28 | 92.97% | +0.424% |
| ADI Analog Devices, Inc. | 1,173 | $265,647.12 | $476,801.04 | - | $211,153.92 | 79.49% | +2.375% |
| ADP Automatic Data Processing Inc. | 2,946 | $589,835.97 | $868,569.18 | - | $278,733.21 | 47.26% | +0.711% |
| AMAT Applied Materials, Inc. | 356 | $257,388 | $145,639.6 | - | -$111,748.4 | -43.42% | +1.017% |
| AMD Advanced Micro Devices, Inc. | 1,377 | $233,730.16 | $765,818.55 | - | $532,088.39 | 227.65% | +4.004% |
| AMGN Amgen Inc. | 4,586 | $1.15M | $2.02M | - | $870,759.89 | 75.92% | +0.237% |
| AMLP Alerian MLP ETF | 17,652 | $834,737.88 | $929,730.84 | - | $94,992.96 | 11.38% | +0.133% |
| AMT American Tower Corporation | 6,622 | $1.28M | $1.18M | - | -$107,947.46 | -8.4% | -3.176% |
| AMZN Amazon.com Inc | 17,403 | $3.59M | $4.56M | - | $969,511.99 | 26.99% | -0.19% |
| APD Air Products and Chemicals, Inc. | 4,105 | $1.05M | $1.24M | - | $187,701.54 | 17.84% | -0.185% |
| AVGO Broadcom Inc. | 3,262 | $739,881.86 | $1.1M | - | $359,803.58 | 48.63% | +0.822% |
| AVUV Avantis U.S. Small Cap Value ETF | 121,361 | $13.46M | $14.68M | - | $1.22M | 9.04% | -0.016% |
| AXP American Express Company | 10,335 | $1.6M | $3.34M | - | $1.74M | 109.04% | +1.553% |
| BA Boeing Company | 1,253 | $216,335.7 | $240,275.28 | - | $23,939.58 | 11.07% | +0.677% |
| BAC Bank of America Corporation | 12,916 | $430,574.12 | $657,230.66 | - | $226,656.54 | 52.64% | +0.484% |
| BDX Becton, Dickinson and Company | 5,465 | $920,949.75 | $1.06M | - | $141,254.97 | 15.34% | +0.292% |
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FAQ
Which stocks have generated the highest profits for Carrie Brown?
The largest contributions to the portfolio's profits come from the following stocks: Meta Platforms Inc Class A - $11.51M, Exxon Mobil Corporation - $4.08M, iShares Core Dividend Growth ETF - $2.96M, iShares Russell 2000 ETF - $2.92M, and JPMorgan Chase & Co - $2.49M. 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: SPDR SSGA US Large Cap Low Volatility Index ETF - $579,228.55, Target Corporation - $564,774.2, Lumen Technologies Inc - $545,005.39, Boeing Company - $486,491.93, and Dominion Energy, Inc - $379,447.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Carrie Brown's portfolio generate?
The portfolio generates substantial dividend income, with a total of $42.74M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $2.82M, iShares Emerging Markets Dividend ETF - $2.26M, Exxon Mobil Corporation - $1.65M, iShares Core Dividend Growth ETF - $1.63M, and iShares 1-3 Year Treasury Bond ETF - $1.56M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Carrie Brown's monthly returns?
Carrie Brown'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 Carrie Brown's strategy be considered aggressive or moderate?
Carrie Brown'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 Carrie Brown's strategy?
Carrie Brown'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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