CO
Carol Oliver Portfolio
Invests via Weaver Capital Management LLC | Managed by Carol Oliver
Invests via Weaver Capital Management LLC
Managed by Carol Oliver
Automatically Tracked
Carol Oliver Profile
Carol Oliver is a seasoned entrepreneur known for her significant contributions to the technology sector. With over two decades of experience, she has founded and led multiple successful startups that emphasize innovative software solutions. Her background in computer science complements her operational expertise, allowing her to navigate complex challenges while driving company growth. Carol's strategic leadership has attracted investment from various venture capital firms eager to support disruptive technologies. As an influential figure in tech entrepreneurship, she actively participates in mentorship programs aimed at fostering the next generation of innovators.
Carol Oliver is a seasoned entrepreneur known for her significant contributions to the technology sector. With over two decades of experience, she has founded and led multiple successful startups that emphasize innovative software solutions. Her background in computer science complements her operational expertise, allowing her to navigate complex challenges while driving company growth. Carol's strategic leadership has attracted investment from various venture capital firms eager to support disruptive technologies. As an influential figure in tech entrepreneurship, she actively participates in mentorship programs aimed at fostering the next generation of innovators.
Investment Philosophy & Strategy
Carol Oliver approaches investment opportunities with a keen eye for technological disruption. Her entrepreneurial background provides her with a unique perspective on identifying promising startups that challenge industry norms. Emphasizing innovation and scalability, she is particularly drawn to ventures demonstrating clear differentiation in the software landscape. The strategic focus encompasses not only product potential but also the team's ability to execute visionary ideas effectively. By fostering environments conducive to growth and mentorship, she aims to empower emerging leaders while creating value in nascent markets.
Carol Oliver approaches investment opportunities with a keen eye for technological disruption. Her entrepreneurial background provides her with a unique perspective on identifying promising startups that challenge industry norms. Emphasizing innovation and scalability, she is particularly drawn to ventures demonstrating clear differentiation in the software landscape. The strategic focus encompasses not only product potential but also the team's ability to execute visionary ideas effectively. By fostering environments conducive to growth and mentorship, she aims to empower emerging leaders while creating value in nascent markets.
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:
58.22%
Gain -0.53%
Monthly
1.37%
Yearly
17.73%
Drawdown
12.23%
$501.02M
Equity
Holdings
$501.02M
Investment
$375.52M
$172.81M
Profit -$2.11M
Realized
$47.3M
Unrealized
$125.5M
Dividends
$15.61M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$2.11M
Win %
75%
This Week
Compared To Last Week
Gain
-0.34%
Profit
-$1.7M
Win %
75%
This Month
Compared to last month
Gain
0.26%
Profit
$1.29M
Win %
75%
This Year
Compared to last year
Gain
0.24%
Profit
$1.36M
Win %
74%
CELUW Gx Acquisition Corp II
+533.33%
+$18.09 DDFS
DDFS
+6.8%
+$627.73 APOC
APOC
+4.31%
+$109,809.92 
MU Micron Technology Inc.
+3.35%
+$108,658.82 
ISRG Intuitive Surgical Inc.
+2.69%
+$32,662.19 
XLE State Street Energy Select Sector SPDR ETF
+2.53%
+$6,450.12 
CVX Chevron Corporation
+2.37%
+$76,029.52 
AMD Advanced Micro Devices Inc.
+1.83%
+$66,074.88 
TXN Texas Instruments Inc.
+1.77%
+$5,557.5 
APH Amphenol Corp. Class A Common Stock
+1.68%
+$171,840.84 
ORCL Oracle Corporation
+1.56%
+$73,373.1 
CSCO Cisco Systems, Inc.
+1.29%
+$71,936.1 
AMAT Applied Materials Inc.
+1.14%
+$7,297.43 
ADI Analog Devices, Inc.
+1.13%
+$13,354.47 
ANET Arista Networks Inc.
+1.03%
+$35,891.36 
HCA HCA Healthcare, Inc.
+0.97%
+$14,113.89 
ABT Abbott Laboratories
+0.85%
+$9,915.39 
ASML ASML Holding N.V. NY Registered Shares
+0.85%
+$23,540.15 
RMD ResMed Inc.
+0.7%
+$4,085.16 
MSFT Microsoft Corporation Common Stock
+0.64%
+$69,678.73 
SHOP Shopify Inc.
+0.47%
+$43,125.57 
IBM International Business Machines Corporation
+0.45%
+$5,421.74 
AVGO Broadcom Inc.
+0.45%
+$54,821.18 
LRCX Lam Research Corp.
+0.41%
+$4,450.95 
ABBV AbbVie Inc.
+0.36%
+$12,747.96 
QQQ Invesco QQQ Trust, Series 1
+0.22%
+$854.07 
SYK Stryker Corp.
+0.21%
+$1,853.98 
GEV GE Vernova Inc.
+0.16%
+$1,354.52 
CME CME Group Inc. Class A Common Stock
+0.15%
+$1,167.48 
NJAN Innovator Growth-100 Power Buffer ETF - January
+0.13%
+$7.92 
NJUL Innovator Nasdaq-100 Power Buffer ETF - July
+0.12%
+$1,368.54 
MUB iShares National Muni Bond ETF
+0.09%
+$1,026.09 
PAPR Innovator U.S. Equity Power Buffer ETF - April
+0.06%
+$152.55 
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
+0.06%
+$266.65 
JAJL Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul
+0.05%
+$1,067.27 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$17.3 
BILS State Street SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$631.3 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
+0.02%
+$221.6 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
CELU Celularity Inc. Class A Common Stock
-7.61%
-$23.97 
T AT&T Inc.
-6.31%
-$20,305.25 
TMUS T-Mobile US Inc.
-5.95%
-$88,414.95 
DG Dollar General Corp.
-5.81%
-$20,264.64 
AXP American Express Company
-3.7%
-$41,329.96 
TSCO Tractor Supply Company
-3.56%
-$19,294.4 
HD The Home Depot, Inc.
-3.02%
-$111,569.2 
LOW Lowe's Companies, Inc.
-2.98%
-$17,118.99 
USAR USA Rare Earth, Inc.
-2.92%
-$28,120 
LLY Eli Lilly and Company
-2.86%
-$254,537.64 
PG The Procter & Gamble Company
-2.64%
-$76,238.75 
PEP PepsiCo, Inc.
-2.55%
-$24,595.92 
BKNG Booking Holdings Inc.
-2.54%
-$1,275.1 
KO The Coca-Cola Company
-2.53%
-$72,808.51 
CAT Caterpillar Inc.
-2.37%
-$108,432.08 
GE General Electric Company
-2.27%
-$65,974.06 
XLP State Street Consumer Staples Select Sector SPDR ETF
-2.08%
-$27,864.87 
RSPS Invesco Equally-Weighted S&P 500 Fund
-2.05%
-$4,509.02 
GM General Motors Co.
-2.01%
-$27,820.95 
PPG PPG Industries, Inc.
-1.97%
-$5,809.46 
MCD McDonald's Corporation
-1.92%
-$49,712.5 
MA Mastercard Inc. Class A Common Stock
-1.85%
-$41,665.03 
UNP Union Pacific Corp.
-1.84%
-$21,514.46 
MS Morgan Stanley Common Stock
-1.83%
-$11,114.26 
ORLY O'Reilly Automotive Inc.
-1.81%
-$5,095.17 
AZO AutoZone, Inc.
-1.78%
-$50,868.12 
FDX FedEx Corp.
-1.7%
-$3,053.96 
RTX RTX Corporation
-1.69%
-$43,266.61 
WMT Walmart Inc.
-1.59%
-$104,443.88 
JNJ Johnson & Johnson
-1.56%
-$79,311.13 
FOXA Fox Corporation Class A Common Stock
-1.54%
-$21,731.85 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.5%
-$41.52 
JPM JPMorgan Chase & Co.
-1.42%
-$87,899.6 
MLM Martin Marietta Materials, Inc.
-1.36%
-$25,448.53 
AMGN Amgen Inc. Common Stock
-1.35%
-$39,674.82 
VZ Verizon Communications Inc.
-1.33%
-$19,266.6 
COST Costco Wholesale Corp
-1.32%
-$73,155.68 
TJX The TJX Companies, Inc.
-1.32%
-$3,880.5 
WEC WEC Energy Group Inc.
-1.32%
-$3,182 
V Visa Inc. Class A
-1.28%
-$67,180.96 
TRV The Travelers Companies, Inc.
-1.16%
-$35,348.7 
GS The Goldman Sachs Group, Inc.
-1.09%
-$13,827.03 
SO The Southern Company
-1.09%
-$20,143.98 
SPLV Invesco S&P 500 Low Volatility ETF
-1.08%
-$23,765.78 
NFLX Netflix Inc.
-1.08%
-$30,340.29 
XLC State Street Communication Services Select Sector SPDR ETF
-1.06%
-$1,071.6 
BRK-A Berkshire Hathaway Inc.
-1.01%
-$99,238.56 
BRK-B Berkshire Hathaway Inc.
-1.01%
-$87,184.41 
SCHW The Charles Schwab Corporation
-1.01%
-$6,012.2 
MSCI MSCI Inc.
-0.99%
-$3,524.36 
CINF Cincinnati Financial Corporation
-0.94%
-$6,291.6 
DVY iShares Select Dividend ETF
-0.94%
-$497.25 
DHR Danaher Corp.
-0.91%
-$2,732.1 
TMO Thermo Fisher Scientific Inc.
-0.9%
-$9,025.71 
IDXX IDEXX Laboratories, Inc.
-0.86%
-$2,922.01 
TM Toyota Motor Corporation Sponsored ADR
-0.84%
-$5,253.82 
WFC Wells Fargo & Company
-0.81%
-$6,723.69 
BAC Bank of America Corporation
-0.81%
-$20,352.94 
VIG Vanguard Dividend Appreciation ETF
-0.81%
-$3,193.86 
TSLA Tesla, Inc.
-0.79%
-$42,108.61 
DUK Duke Energy Corporation
-0.77%
-$13,506.24 
GLD SPDR Gold Shares
-0.76%
-$12,849.15 
USB U.S. Bancorp
-0.68%
-$11,434.08 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$4,304.61 
SCHV Schwab U.S. Large-Cap Value ETF
-0.62%
-$15,023.77 
VTV Vanguard Morningstar Value ETF
-0.6%
-$105,733.35 
BBLU EA Bridgeway Blue Chip ETF
-0.59%
-$94.5 
CEG Constellation Energy Corporation
-0.58%
-$3,788.22 
GOOGL Alphabet Inc
-0.57%
-$26,483.46 
AAPL Apple Inc.
-0.57%
-$77,992.2 
AMZN Amazon.com Inc
-0.57%
-$56,968.98 
EFA iShares MSCI EAFE ETF
-0.57%
-$49,994.1 
IHF iShares U.S. Healthcare Providers ETF
-0.55%
-$1,500.46 
STXF Strive 500 ETF
-0.55%
-$74,963.61 
ICE Intercontinental Exchange, Inc.
-0.53%
-$3,977.64 
META Meta Platforms Inc Class A
-0.5%
-$27,189.01 
PLD Prologis, Inc.
-0.47%
-$10,256.56 
WM Waste Management Inc.
-0.46%
-$12,072.61 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.46%
-$44,640.75 
SCHD Schwab U.S. Dividend Equity ETF
-0.45%
-$484.8 
APP AppLovin Corporation Class A Common Stock
-0.44%
-$852.32 
GOOG Alphabet Inc
-0.44%
-$21,697.23 
XLB State Street Materials Select Sector SPDR ETF
-0.43%
-$14.52 
IVV iShares Core S&P 500 ETF
-0.42%
-$778.6 
VOO Vanguard S&P 500 ETF
-0.41%
-$424.83 
PSA Public Storage
-0.4%
-$10,530 
SPY State Street SPDR S&P 500 ETF Trust
-0.4%
-$30,091.29 
LIN Linde plc
-0.39%
-$5,726.46 
KLAC KLA Corporation
-0.39%
-$546.94 
SCHF Schwab International Equity ETF
-0.39%
-$5,358.78 
NEE NextEra Energy Inc.
-0.39%
-$5,382.4 
VTI Vanguard Total Stock Market ETF
-0.36%
-$2,792.04 
SCHX Schwab U.S. Large-Cap ETF
-0.35%
-$6,215.9 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$8,819 
SCHA Schwab U.S. Small-Cap ETF
-0.34%
-$27,627.05 
XLG Invesco S&P 500 Top 50 ETF
-0.34%
-$7.98 
IJR iShares Core S&P Small-Cap ETF
-0.33%
-$1,441.86 
EW Edwards Lifesciences Corporation
-0.3%
-$2,412.54 
IWM iShares Russell 2000 ETF
-0.3%
-$172.2 
FNDF Schwab Fundamental International Equity ETF
-0.27%
-$227.79 
BOCT Innovator U.S. Equity Buffer ETF - October
-0.26%
-$381.82 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.25%
-$1,145.52 
BMAY Innovator U.S. Equity Buffer ETF - May
-0.23%
-$1,882.69 
PSEP Innovator U.S. Equity Power Buffer ETF - September
-0.2%
-$7,227.03 
XLRE State Street Real Estate Select Sector SPDR ETF
-0.2%
-$1.87 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.18%
-$9,370.16 
PAUG Innovator U.S. Equity Power Buffer ETF - August
-0.15%
-$2,799.93 
DDFM Innovator Equity Dual Directional 15 Buffer ETF - March
-0.15%
-$33.39 
NVDA NVIDIA Corporation
-0.14%
-$24,638.96 
DDFO Innovator Equity Dual Directional 15 Buffer ETF - October
-0.13%
-$14,553.96 
GD General Dynamics Corp.
-0.13%
-$280.61 
BSEP Innovator U.S. Equity Buffer ETF - September
-0.13%
-$210.28 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.13%
-$2,089.84 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.13%
-$38,498.81 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.11%
-$1.9 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.11%
-$4,226.04 
PNOV Innovator U.S. Equity Power Buffer ETF - November
-0.11%
-$524.75 
IWF iShares Russell 1000 Growth ETF
-0.11%
-$1,021.51 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.1%
-$1,826.01 
PMAR Innovator U.S. Equity Power Buffer ETF - March
-0.1%
-$1,782.15 
PJUL Innovator U.S. Equity Power Buffer ETF - July
-0.1%
-$2,740.95 
DDFN Innovator Equity Dual Directional 15 Buffer ETF - November
-0.1%
-$7,435.86 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.09%
-$1,420.52 
IEI iShares 3-7 Year Treasury Bond ETF
-0.08%
-$20,752.9 
DDFF Innovator Equity Dual Directional 15 Buffer ETF - February
-0.07%
-$59.25 
DDFD Innovator Equity Dual Directional 15 Buffer ETF - December
-0.07%
-$1,220.46 
ETN Eaton Corporation plc
-0.07%
-$338.38 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.04%
-$1,354.2 
GILD Gilead Sciences Inc.
-0.04%
-$97.8 
FLXR TCW Flexible Income ETF
-0.03%
-$5,076.14 
FTS Fortis Inc.
-0.02%
-$43.68 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1514 | Longs Won 1036/1514 68% | Profit Factor 10.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $803,067.05 |
| Average Win $183,601.29 | Best Trade (Mar 31) $22.09M | Sharpe Ratio -9.48 |
| Average Loss -$36,409.39 | Worst Trade (Oct 22) -$1.06M | Z-Score 3.47 (99.95%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 4d | Expectancy $114,139.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,699 | 12,329 | 10,959 | 9,589 | 8,219 | 6,849 | 5,479 | 4,110 | 2,740 | 1,370 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 39,390 | $8.57M | $13.64M | - | $5.07M | 59.09% | -0.569% |
| ABBV AbbVie Inc. | 12,498 | $2.47M | $3.58M | - | $1.1M | 44.57% | +0.358% |
| ABT Abbott Laboratories | 11,397 | $1.28M | $1.18M | - | -$104,551.8 | -8.15% | +0.849% |
| ADI Analog Devices, Inc. | 3,070 | $666,193.4 | $1.2M | - | $531,444.3 | 79.77% | +1.128% |
| AMAT Applied Materials Inc. | 1,711 | $439,710.23 | $649,914.79 | - | $210,204.56 | 47.81% | +1.136% |
| AMD Advanced Micro Devices Inc. | 7,101 | $1.43M | $3.67M | - | $2.24M | 156.77% | +1.832% |
| AMGN Amgen Inc. Common Stock | 6,547 | $1.89M | $2.89M | - | $1M | 53.03% | -1.355% |
| AMZN Amazon.com Inc | 40,119 | $7.5M | $9.99M | - | $2.48M | 33.09% | -0.567% |
| ANET Arista Networks Inc. | 20,451 | $2.27M | $3.53M | - | $1.27M | 55.8% | +1.026% |
| APH Amphenol Corp. Class A Common Stock | 139,708 | $1.77M | $10.38M | - | $8.61M | 487.48% | +1.683% |
| APOC APOC | 99,828 | $2.56M | $2.66M | - | $100,710.37 | 3.94% | +4.307% |
| APP AppLovin Corporation Class A Common Stock | 726 | $486,711 | $191,014.96 | - | -$295,696.04 | -60.75% | -0.444% |
| ASML ASML Holding N.V. NY Registered Shares | 1,782 | $2.01M | $2.8M | - | $789,763.54 | 39.2% | +0.846% |
| AVGO Broadcom Inc. | 38,070 | $5.22M | $12.36M | - | $7.14M | 136.97% | +0.445% |
| AXP American Express Company | 3,437 | $922,729.78 | $1.08M | - | $153,549.58 | 16.64% | -3.698% |
| AZO AutoZone, Inc. | 875 | $2.39M | $2.81M | - | $423,237.7 | 17.73% | -1.777% |
| BAC Bank of America Corporation | 49,043 | $1.89M | $2.48M | - | $593,230.39 | 31.36% | -0.812% |
| BATRA Atlanta Braves Holdings, Inc. Series A Common Stock | 22,160 | $947,700.3 | $1.21M | - | $264,451.7 | 27.9% | +0.018% |
| BBLU EA Bridgeway Blue Chip ETF | 900 | $13,527 | $15,835.5 | - | $2,308.5 | 17.07% | -0.593% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 493 | $45,222.87 | $45,173.64 | - | -$49.23 | -0.11% | +0.038% |
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FAQ
Which stocks have generated the highest profits for Carol Oliver?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $31.42M, ExxonMobil Holdings Corporation - $2.7M, KLA Corporation - $2.22M, State Street SPDR Bloomberg 1-3 Month T-Bill ETF - $2.21M, and Innovator U.S. Equity Power Buffer ETF - January - $1.91M. 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: Adobe Inc - $1.07M, UnitedHealth Group Inc - $725,794.15, Regeneron Pharmaceuticals, Inc - $542,955.86, SAP SE Sponsored ADR - $455,223.71, and Comcast Corp. Class A Common Stock - $426,300.83. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Carol Oliver's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.61M earned over time. The largest contributors to dividend income include State Street SPDR Bloomberg 1-3 Month T-Bill ETF - $2.22M, TCW Flexible Income ETF - $1.5M, Vanguard Morningstar Value ETF - $815,570.8, iShares Currency Hedged MSCI EAFE ETF - $573,308.36, and iShares 3-7 Year Treasury Bond ETF - $509,781.03. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Carol Oliver's monthly returns?
Carol Oliver'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 Carol Oliver's strategy be considered aggressive or moderate?
Carol Oliver'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 Carol Oliver's strategy?
Carol Oliver'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.
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