Michelle S. Hickox

Michelle S. Hickox Portfolio

Invests via FIRST FINANCIAL BANKSHARES Inc. | Managed by Michelle S. Hickox
Invests via FIRST FINANCIAL BANKSHARES Inc.
Managed by Michelle S. Hickox
Automatically Tracked
Tracking: 0 Updated: 15 hours ago
Michelle S. Hickox Profile

Michelle S. Hickox possesses a robust background in corporate governance and organizational leadership, significantly influencing the finance sector. With experience as an executive director of several public companies, she specializes in driving strategic initiatives that enhance operational efficiency and shareholder value. Her tenure reflects a commitment to transparency and ethical practices within financial markets, which has bolstered stakeholder confidence across her engagements. As a board member for various firms, she leverages her deep understanding of market dynamics to navigate complex challenges while fostering sustainable growth and innovation.

Michelle S. Hickox possesses a robust background in corporate governance and organizational leadership, significantly influencing the finance sector. With experience as an executive director of several public companies, she specializes in driving strategic initiatives that enhance operational efficiency and shareholder value. Her tenure reflects a commitment to transparency and ethical practices within financial markets, which has bolstered stakeholder confidence across her engagements. As a board member for various firms, she leverages her deep understanding of market dynamics to navigate complex challenges while fostering sustainable growth and innovation.

Investment Philosophy & Strategy

Growth prospects within the finance sector are catalyzed by Michelle S. Hickox's strategic insights and leadership capabilities. Her expertise in corporate governance positions her to identify transformative opportunities, effectively driving value creation across multiple platforms. By leveraging her extensive board experience, she navigates intricate market landscapes while prioritizing sustainable practices that enhance stakeholder engagement. The commitment to fostering innovation ensures that initiatives align with broader organizational goals, creating a conducive environment for expansion and operational excellence.

Growth prospects within the finance sector are catalyzed by Michelle S. Hickox's strategic insights and leadership capabilities. Her expertise in corporate governance positions her to identify transformative opportunities, effectively driving value creation across multiple platforms. By leveraging her extensive board experience, she navigates intricate market landscapes while prioritizing sustainable practices that enhance stakeholder engagement. The commitment to fostering innovation ensures that initiatives align with broader organizational goals, creating a conducive environment for expansion and operational excellence.

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:
44.72%
Gain -2.07%
Monthly
1.13%
Yearly
14.41%
Drawdown
15.6%
$5.46B
Equity
Holdings
$5.46B
Investment
$4.02B
$1.78B
Profit -$109.96M
Realized
$344.84M
Unrealized
$1.44B
Dividends
$280.29M

Goals

Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-2.07%
Profit
-$109.96M
Win %
64%
This Week
Compared To Last Week
Gain
-2.29%
Profit
-$128.1M
Win %
64%
This Month
Compared to last month
Gain
-2.88%
Profit
-$161.61M
Win %
64%
This Year
Compared to last year
Gain
1.93%
Profit
$103.32M
Win %
66%
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+9.41%
+$9.27M
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
+9.34%
+$71,623.6
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
+8.13%
+$21,053.65
Rocket Lab Corporation logo
RKLB Rocket Lab Corporation
+8.05%
+$15,589.2
Corning Incorporated logo
GLW Corning Incorporated
+6.33%
+$23,879.92
Lam Research Corporation logo
LRCX Lam Research Corporation
+4.2%
+$85,484.49
Constellation Energy Corporation logo
CEG Constellation Energy Corporation
+4.09%
+$12,463.85
CrowdStrike Holdings, Inc. logo
CRWD CrowdStrike Holdings, Inc.
+4.04%
+$22,141.46
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
+3.99%
+$19,751.22
KLA Corporation logo
KLAC KLA Corporation
+3.36%
+$102,327.22
Eaton Corporation plc logo
ETN Eaton Corporation plc
+2.95%
+$2.64M
Tesla, Inc. logo
TSLA Tesla, Inc.
+2.91%
+$29,296.26
Atlassian Corporation Class A logo
TEAM Atlassian Corporation Class A
+2.77%
+$590,094.99
Micron Technology, Inc. logo
MU Micron Technology, Inc.
+2.71%
+$3.11M
iShares MSCI Emerging Markets ex China ETF logo
EMXC iShares MSCI Emerging Markets ex China ETF
+2.69%
+$5,780.68
RideNow Group, Inc. logo
RDNW RideNow Group, Inc.
+2.66%
+$15,050.85
Fortinet Inc. logo
FTNT Fortinet Inc.
+2.62%
+$18,568.73
Netflix, Inc. logo
NFLX Netflix, Inc.
+2.56%
+$10,826.5
iShares MSCI Emerging Markets ETF logo
EEM iShares MSCI Emerging Markets ETF
+2.47%
+$72,644.57
iShares U.S. Technology ETF logo
IYW iShares U.S. Technology ETF
+2.44%
+$8,013.06
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+2.42%
+$24,793.2
Alphabet Inc logo
GOOG Alphabet Inc
+2.31%
+$88,507.08
GE Vernova Inc. logo
GEV GE Vernova Inc.
+2.31%
+$16,696.3
Vanguard Mega Cap Growth ETF logo
MGK Vanguard Mega Cap Growth ETF
+2.25%
+$9,744.42
General Electric Company logo
GE General Electric Company
+2.16%
+$51,026.85
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
+2.15%
+$11,445.76
Vanguard Russell 1000 Growth Fund logo
VONG Vanguard Russell 1000 Growth Fund
+2.12%
+$13,592.57
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
+2.1%
+$11,906.51
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
+2.07%
+$180,562.93
Block, Inc. logo
XYZ Block, Inc.
+1.98%
+$4,028.68
Alphabet Inc logo
GOOGL Alphabet Inc
+1.94%
+$4.35M
Citigroup Inc. logo
C Citigroup Inc.
+1.88%
+$1.57M
Seagate Technology Holdings plc logo
STX Seagate Technology Holdings plc
+1.69%
+$14,541.2
Amazon.com Inc logo
AMZN Amazon.com Inc
+1.66%
+$1.68M
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+1.64%
+$1.89M
TE Connectivity plc logo
TEL TE Connectivity plc
+1.64%
+$5,968.27
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
+1.61%
+$935,974.73
Carrier Global Corporation logo
CARR Carrier Global Corporation
+1.6%
+$2,768
Blackstone Inc. logo
BX Blackstone Inc.
+1.5%
+$1.47M
Amgen Inc. logo
AMGN Amgen Inc.
+1.5%
+$1.3M
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
+1.48%
+$3,410.16
Hubbell Inc. logo
HUBB Hubbell Inc.
+1.42%
+$2,601.24
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+1.38%
+$124,458.87
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+1.38%
+$96,208.14
Caterpillar Inc. logo
CAT Caterpillar Inc.
+1.38%
+$21,371.4
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+1.36%
+$81,931.2
Vanguard FTSE All-World ex-US ETF logo
VEU Vanguard FTSE All-World ex-US ETF
+1.36%
+$4,728.85
iShares Russell 1000 ETF logo
IWB iShares Russell 1000 ETF
+1.36%
+$87,413.04
Alexandria Real Estate Equities, Inc. logo
ARE Alexandria Real Estate Equities, Inc.
+1.36%
+$86,789.75
ServiceNow, Inc. logo
NOW ServiceNow, Inc.
+1.36%
+$884,416.24
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+1.35%
+$8,416.2
Schwab U.S. Large-Cap ETF logo
SCHX Schwab U.S. Large-Cap ETF
+1.35%
+$28,304.64
Intuitive Surgical, Inc. logo
ISRG Intuitive Surgical, Inc.
+1.34%
+$61,459.49
Schwab U.S. Broad Market ETF logo
SCHB Schwab U.S. Broad Market ETF
+1.33%
+$2,833.74
Vanguard Total World Stock ETF logo
VT Vanguard Total World Stock ETF
+1.32%
+$79,365.3
McKesson Corporation logo
MCK McKesson Corporation
+1.3%
+$16,852.54
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+1.29%
+$1.43M
BlackRock, Inc. logo
BLK BlackRock, Inc.
+1.24%
+$919,110.08
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.23%
+$1.84M
Trane Technologies plc logo
TT Trane Technologies plc
+1.16%
+$7,898.3
Morgan Stanley logo
MS Morgan Stanley
+1.15%
+$2,516.4
AT&T Inc. logo
T AT&T Inc.
+1.12%
+$12,180.61
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
+1.1%
+$89,541.37
Vistra Corp logo
VST Vistra Corp
+1.05%
+$135,427.12
MSC Income Fund Inc. logo
MSIF MSC Income Fund Inc.
+1.04%
+$4,996.55
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
+1.02%
+$32,419
Tri-Continental Corporation logo
TY Tri-Continental Corporation
+0.98%
+$3,832.48
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
+0.98%
+$2,325.07
iShares MSCI USA Value Factor ETF logo
VLUE iShares MSCI USA Value Factor ETF
+0.97%
+$5,172.4
Deere & Company logo
DE Deere & Company
+0.96%
+$5,212.7
Oracle Corporation logo
ORCL Oracle Corporation
+0.96%
+$200,988.02
Encompass Health Corporation logo
EHC Encompass Health Corporation
+0.95%
+$247,860.68
Texas Instruments Inc logo
TXN Texas Instruments Inc
+0.94%
+$4,877.71
Vanguard Real Estate ETF logo
VNQ Vanguard Real Estate ETF
+0.94%
+$262,802.64
Realty Income Corporation logo
O Realty Income Corporation
+0.86%
+$133,500.01
Broadcom Inc. logo
AVGO Broadcom Inc.
+0.86%
+$2.14M
Schwab Fundamental International Large Company Index ETF logo
FNDF Schwab Fundamental International Large Company Index ETF
+0.85%
+$3,327.07
Ferguson Enterprises Inc logo
FERG Ferguson Enterprises Inc
+0.81%
+$3,814.1
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
+0.8%
+$2,260.48
Quaker Chemical Corporation logo
KWR Quaker Chemical Corporation
+0.8%
+$1,750.29
Walmart Inc. logo
WMT Walmart Inc.
+0.8%
+$146,238.25
iShares Russell Mid-Cap ETF logo
IWR iShares Russell Mid-Cap ETF
+0.8%
+$8,768.56
Novartis AG Sponsored ADR logo
NVS Novartis AG Sponsored ADR
+0.79%
+$258,918.08
Apple Inc. logo
AAPL Apple Inc.
+0.76%
+$1.88M
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
+0.74%
+$5,980.88
Las Vegas Sands Corp. logo
LVS Las Vegas Sands Corp.
+0.72%
+$2,397.14
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
+0.67%
+$397,883.2
Vanguard Small-Cap ETF logo
VB Vanguard Small-Cap ETF
+0.65%
+$3,379.34
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
+0.64%
+$1,268.37
Vanguard Long-Term Treasury Fund logo
VGLT Vanguard Long-Term Treasury Fund
+0.63%
+$142,935.54
Freeport-McMoRan Inc. logo
FCX Freeport-McMoRan Inc.
+0.61%
+$3,616.8
Marriott International Inc. - Class A logo
MAR Marriott International Inc. - Class A
+0.56%
+$5,015.69
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
+0.55%
+$77,095.2
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
+0.55%
+$1.17M
Hewlett Packard Enterprise Company logo
HPE Hewlett Packard Enterprise Company
+0.54%
+$3,160.3
The Southern Company logo
SO The Southern Company
+0.51%
+$1,151.48
Health Care Select Sector SPDR Fund logo
XLV Health Care Select Sector SPDR Fund
+0.5%
+$1,404.8
American Tower Corporation logo
AMT American Tower Corporation
+0.49%
+$339,623.45
Vanguard Health Care ETF logo
VHT Vanguard Health Care ETF
+0.49%
+$1,076.04
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$234,901.33
Johnson & Johnson logo
JNJ Johnson & Johnson
+0.47%
+$804,998.97
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
+0.45%
+$355,134.24
SPDR S&P MidCap 400 ETF Trust logo
MDY SPDR S&P MidCap 400 ETF Trust
+0.44%
+$1,935.84
General Dynamics Corporation logo
GD General Dynamics Corporation
+0.44%
+$1,810.41
Cava Group Inc. logo
CAVA Cava Group Inc.
+0.44%
+$721.58
Schlumberger Limited logo
SLB Schlumberger Limited
+0.42%
+$1,711.18
Industrial Select Sector SPDR Fund logo
XLI Industrial Select Sector SPDR Fund
+0.42%
+$1,082.75
RTX Corporation logo
RTX RTX Corporation
+0.41%
+$4,674.64
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
+0.41%
+$824.5
Bank of America Corporation logo
BAC Bank of America Corporation
+0.4%
+$403,257.16
Eli Lilly and Company logo
LLY Eli Lilly and Company
+0.38%
+$3,735.75
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+0.37%
+$863,592.96
Vanguard Mortgage-Backed Securities Fund logo
VMBS Vanguard Mortgage-Backed Securities Fund
+0.36%
+$115,074.63
SEI Investments Company logo
SEIC SEI Investments Company
+0.36%
+$210,056.4
Cummins Inc. logo
CMI Cummins Inc.
+0.32%
+$1,816.77
Federated Hermes MDT Small Cap Core ETF logo
FSCC Federated Hermes MDT Small Cap Core ETF
+0.31%
+$78,691.69
S&P Global Inc. logo
SPGI S&P Global Inc.
+0.31%
+$667.11
Camden Property Trust logo
CPT Camden Property Trust
+0.27%
+$576.45
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
+0.26%
+$5,514.04
Vanguard Total Bond Market Index Fund logo
BND Vanguard Total Bond Market Index Fund
+0.26%
+$476,654.42
Vanguard Intermediate-Term Corporate Bond Fund logo
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.26%
+$56,605.21
Abbott Laboratories logo
ABT Abbott Laboratories
+0.2%
+$24,992.31
L3Harris Technologies, Inc. logo
LHX L3Harris Technologies, Inc.
+0.19%
+$82,080.27
Regions Financial Corporation logo
RF Regions Financial Corporation
+0.19%
+$78,232.55
Renaissancere Holdings Ltd. logo
RNR Renaissancere Holdings Ltd.
+0.18%
+$763.98
AbbVie Inc. logo
ABBV AbbVie Inc.
+0.17%
+$1,790.4
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
+0.16%
+$357.28
Target Corporation logo
TGT Target Corporation
+0.15%
+$590.4
McDonald's Corporation logo
MCD McDonald's Corporation
+0.14%
+$130,568.04
Procter & Gamble Co logo
PG Procter & Gamble Co
+0.14%
+$569
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+0.12%
+$610.56
Microsoft Corp. logo
MSFT Microsoft Corp.
+0.1%
+$374,891.24
Vanguard Short-Term Corporate Bond ETF logo
VCSH Vanguard Short-Term Corporate Bond ETF
+0.1%
+$83,748.79
BNY Mellon Municipal Opportunities ETF logo
BMOP BNY Mellon Municipal Opportunities ETF
+0.08%
+$1,061.04
Vanguard Short-Term Treasury Fund logo
VGSH Vanguard Short-Term Treasury Fund
+0.08%
+$61,039.21
United Therapeutics Corporation logo
UTHR United Therapeutics Corporation
+0.07%
+$7,923.55
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+0.06%
+$72,454.27
Angel Oak Mortgage-Backed Securities ETF logo
MBS Angel Oak Mortgage-Backed Securities ETF
+0.06%
+$86.91
NiSource Inc. logo
NI NiSource Inc.
+0.05%
+$19,832.5
International Business Machines Corporation logo
IBM International Business Machines Corporation
+0.05%
+$264.81
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+0.03%
+$176.64
Financial Select Sector SPDR Fund logo
XLF Financial Select Sector SPDR Fund
+0.03%
+$72.69
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
+0.02%
+$3,061.05
SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$73.45
SPDR Bloomberg 3-12 Month T-Bill ETF logo
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$45
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
Novo Nordisk A/S Sponsored ADR logo
NVO Novo Nordisk A/S Sponsored ADR
-8.5%
-$16,335.37
ProFrac Holding Corp. logo
ACDC ProFrac Holding Corp.
-5.1%
-$1.02M
Permian Basin Royalty Trust logo
PBT Permian Basin Royalty Trust
-5.01%
-$21,240
Hycroft Mining Holding Corporation Class A Common Stock logo
HYMC Hycroft Mining Holding Corporation Class A Common Stock
-3.96%
-$34,307.55
United Parcel Service, Inc. logo
UPS United Parcel Service, Inc.
-3.95%
-$10,997.24
FedEx Corporation logo
FDX FedEx Corporation
-3.76%
-$10,049.6
ConocoPhillips logo
COP ConocoPhillips
-3.27%
-$2.09M
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
-3.09%
-$247,924.21
Devon Energy Corporation logo
DVN Devon Energy Corporation
-2.91%
-$9,593.7
Phillips 66 logo
PSX Phillips 66
-2.52%
-$181,472.5
Union Pacific Corporation logo
UNP Union Pacific Corporation
-2.51%
-$1.03M
Marathon Petroleum Corporation logo
MPC Marathon Petroleum Corporation
-2.45%
-$14,865.48
Valero Energy Corporation logo
VLO Valero Energy Corporation
-2.28%
-$27,789
CSX Corporation logo
CSX CSX Corporation
-2.23%
-$15,389.85
Chevron Corporation logo
CVX Chevron Corporation
-2.14%
-$2.9M
Skeena Resources Ltd. logo
SKE Skeena Resources Ltd.
-2.02%
-$19,672.02
Hudbay Minerals Inc. logo
HBM Hudbay Minerals Inc.
-1.73%
-$11,487.83
Nucor Corporation logo
NUE Nucor Corporation
-1.61%
-$7,578.9
Energy Transfer L.P. logo
ET Energy Transfer L.P.
-1.54%
-$9,500.73
Neurocrine Biosciences Inc. logo
NBIX Neurocrine Biosciences Inc.
-1.47%
-$84,256.08
Starbucks Corporation logo
SBUX Starbucks Corporation
-1.47%
-$338,585.33
Kimbell Royalty Partners, LP logo
KRP Kimbell Royalty Partners, LP
-1.26%
-$49,268.09
Norfolk Southern Corporation logo
NSC Norfolk Southern Corporation
-1.24%
-$5,986.84
Altria Group, Inc. logo
MO Altria Group, Inc.
-1.19%
-$2,361.35
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
-1.18%
-$434,457.38
Chemed Corporation logo
CHE Chemed Corporation
-1.06%
-$12,347.8
Colgate-Palmolive Company logo
CL Colgate-Palmolive Company
-0.92%
-$7,176.8
The Cooper Companies, Inc. logo
COO The Cooper Companies, Inc.
-0.89%
-$1,603.28
SPDR S&P Regional Banking ETF logo
KRE SPDR S&P Regional Banking ETF
-0.86%
-$300,836.87
Republic Services, Inc. logo
RSG Republic Services, Inc.
-0.84%
-$7,284.95
Plains GP Holdings, L.P. logo
PAGP Plains GP Holdings, L.P.
-0.81%
-$6,472.57
San Juan Basin Royalty Trust logo
SJT San Juan Basin Royalty Trust
-0.79%
-$892.5
iShares U.S. Transportation ETF logo
IYT iShares U.S. Transportation ETF
-0.73%
-$171,206.79
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-0.64%
-$111,821.13
Aflac Inc. logo
AFL Aflac Inc.
-0.63%
-$1,955.1
SPDR Gold Shares logo
GLD SPDR Gold Shares
-0.58%
-$2,977.74
iShares Gold Trust Micro logo
IAUM iShares Gold Trust Micro
-0.57%
-$1,258
Utilities Select Sector SPDR Fund logo
XLU Utilities Select Sector SPDR Fund
-0.54%
-$133,846.9
Assurant Inc. logo
AIZ Assurant Inc.
-0.5%
-$1,543.95
Philip Morris International Inc. logo
PM Philip Morris International Inc.
-0.5%
-$1,717.6
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
-0.48%
-$394,534.92
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-0.47%
-$185,842.93
Mondelez International, Inc. logo
MDLZ Mondelez International, Inc.
-0.44%
-$229,187.5
Illinois Tool Works Inc. logo
ITW Illinois Tool Works Inc.
-0.41%
-$1,229.89
The Coca-Cola Company logo
KO The Coca-Cola Company
-0.41%
-$394,710.12
Medtronic plc logo
MDT Medtronic plc
-0.38%
-$263,537.75
Veeva Systems Inc. logo
VEEV Veeva Systems Inc.
-0.36%
-$1,871.08
Texas Pacific Land Corporation logo
TPL Texas Pacific Land Corporation
-0.36%
-$708.66
Home BancShares Inc. logo
HOMB Home BancShares Inc.
-0.35%
-$1,712.03
Entergy Corporation logo
ETR Entergy Corporation
-0.28%
-$871.45
Invesco S&P 500 Low Volatility ETF logo
SPLV Invesco S&P 500 Low Volatility ETF
-0.26%
-$566.58
Northrop Grumman Corporation logo
NOC Northrop Grumman Corporation
-0.24%
-$728.86
Pfizer Inc. logo
PFE Pfizer Inc.
-0.23%
-$28,525.06
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
-0.23%
-$169,918.5
Main Street Capital Corporation logo
MAIN Main Street Capital Corporation
-0.17%
-$4,201.71
Visa Inc. Class A logo
V Visa Inc. Class A
-0.16%
-$1,935.23
Prosperity Bancshares Inc. logo
PB Prosperity Bancshares Inc.
-0.16%
-$1,773.53
Mastercard Incorporated logo
MA Mastercard Incorporated
-0.15%
-$59,319.8
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
-0.14%
-$399.33
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
-0.07%
-$210
Southern Missouri Bancorp Inc. logo
SMBC Southern Missouri Bancorp Inc.
-0.07%
-$769.35
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
-0.07%
-$71,793.65
Salesforce Inc logo
CRM Salesforce Inc
-0.07%
-$222.57
Duke Energy Corporation logo
DUK Duke Energy Corporation
-0.06%
-$140.98
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Dividends

Dividend Analysis

Yearly
$
Trades
1821
Longs Won
1224/1821 67%
Profit Factor
9.49
Profitability
Shorts Won
0/0 0%
Standard Deviation
$7.41M
Average Win
$1.63M
Best Trade
(Aug 12) $185.89M
Sharpe Ratio
-10.01
Average Loss
-$351,297.36
Worst Trade
(Dec 31) -$18.89M
Z-Score
1.75 (92.03%)
Commissions
$0
Avg. Trade Length
1y 1m 3w
Expectancy
$978,241.6
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 15,625 14,063 12,500 10,938 9,375 7,813 6,250 4,688 3,125 1,563
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Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Apple Inc. logo
AAPL Apple Inc.
736,559 $143.93M $249.46M - $105.53M 73.32%
+0.76%
AbbVie Inc. logo
ABBV AbbVie Inc.
4,069 $683,947.48 $1.08M - $391,896.12 57.3%
+0.167%
Abbott Laboratories logo
ABT Abbott Laboratories
119,011 $13.15M $12.24M - -$911,835.05 -6.93%
+0.205%
ProFrac Holding Corp. logo
ACDC ProFrac Holding Corp.
3.86M $25.97M $18.92M - -$7.05M -27.16%
-5.101%
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
1,050 $256,053.65 $284,571 - $28,517.35 11.14%
-0.074%
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
657,656 $55.18M $79.27M - $24.09M 43.66%
+0.45%
Aflac Inc. logo
AFL Aflac Inc.
2,660 $232,007.75 $307,482.7 - $75,474.95 32.53%
-0.632%
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
22,065 $2.21M $2.12M - -$89,144.56 -4.03%
+0.26%
Assurant Inc. logo
AIZ Assurant Inc.
1,095 $237,177.22 $307,497.9 - $70,320.68 29.65%
-0.5%
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
1,114 $228,080.13 $515,002.2 - $286,922.07 125.8%
+3.988%
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
1,370 $153,626.69 $838,577 - $684,950.31 445.85%
+9.339%
Amgen Inc. logo
AMGN Amgen Inc.
224,652 $64.83M $87.94M - $23.1M 35.64%
+1.499%
American Tower Corporation logo
AMT American Tower Corporation
399,557 $76.58M $69.85M - -$6.73M -8.78%
+0.489%
Amazon.com Inc logo
AMZN Amazon.com Inc
399,513 $66.75M $103.04M - $36.29M 54.37%
+1.655%
Alexandria Real Estate Equities, Inc. logo
ARE Alexandria Real Estate Equities, Inc.
119,710 $8.55M $6.47M - -$2.08M -24.32%
+1.36%
Broadcom Inc. logo
AVGO Broadcom Inc.
691,324 $83.48M $249.36M - $165.88M 198.7%
+0.864%
Bank of America Corporation logo
BAC Bank of America Corporation
1.75M $65M $101.62M - $36.62M 56.33%
+0.398%
SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
4,897 $448,761.12 $448,393.8 - -$367.32 -0.08%
+0.016%
SPDR Bloomberg 3-12 Month T-Bill ETF logo
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
3,000 $297,660 $297,735 - $75 0.03%
+0.015%
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
102,035 $16.79M $17.13M - $342,951.51 2.04%
+0.018%
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FAQ
Which stocks have generated the highest profits for Michelle S. Hickox?
The largest contributions to the portfolio's profits come from the following stocks: First Financial Bankshares Inc - $121.51M, Micron Technology, Inc - $61.48M, Broadcom Inc - $45.45M, JPMorgan Chase & Co - $30.86M, and Walmart Inc - $24.99M. 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: Alexandria Real Estate Equities, Inc - $25.92M, Comcast Corp - $6.92M, Adobe Inc - $4.76M, ProFrac Holding Corp - $2.31M, and Schlumberger Limited - $1.78M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michelle S. Hickox's portfolio generate?
The portfolio generates substantial dividend income, with a total of $280.29M earned over time. The largest contributors to dividend income include First Financial Bankshares Inc - $19.47M, Vanguard Total Bond Market Index Fund - $18.3M, Chevron Corporation - $11.79M, JPMorgan Chase & Co - $11.16M, and Vanguard Short-Term Corporate Bond ETF - $9.41M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michelle S. Hickox's monthly returns?
Michelle S. Hickox's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Michelle S. Hickox's strategy be considered aggressive or moderate?
Michelle S. Hickox'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 Michelle S. Hickox's strategy?
Michelle S. Hickox'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.
Account USV