Weather Gauge Advisory, LLC

data from 30/09/2021

Capitalization

$ 82.422 M -4.08 %

Average holding period

10 ans

Performance

$ 22.272 M 31.49 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Weather Gauge Advisory, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2021/09/30 JNJ JOHNSON & JOHNSON 7.32% 6.032 M $ 37352 2018/12/31 -124.616 K $ -1.97 %
2021/09/30 BAM BROOKFIELD ASSET MGMT INC 6.93% 5.715 M $ 106799 2018/12/31 0.000 $ 0.00 %
2021/09/30 ADM ARCHER DANIELS MIDLAND CO 4.95% 4.082 M $ 83438 2018/12/31 -5.378 K $ -0.97 %
2021/09/30 NLY ANNALY CAPITAL MANAGEMENT IN 4.73% 3.901 M $ 27567 2018/12/31 -15.229 K $ -5.18 %
2021/09/30 TFC TRUIST FINL CORP 4.05% 3.338 M $ 56920 2019/12/31 184.974 K $ 5.68 %
2021/09/30 ABBV ABBVIE INC 2.97% 2.451 M $ 22726 2018/12/31 -111.660 K $ -4.23 %
2021/09/30 PLD PROLOGIS INC. 2.91% 2.402 M $ 19149 2018/12/31 119.286 K $ 4.94 %
2021/09/30 MKC MCCORMICK & CO INC 2.74% 2.262 M $ 27913 2018/12/31 -204.528 K $ -8.25 %
2021/09/30 PG PROCTER AND GAMBLE CO 2.54% 2.095 M $ 14987 2018/12/31 74.092 K $ 3.61 %
2021/09/30 CVX CHEVRON CORP NEW 2.47% 2.034 M $ 20047 2018/12/31 -66.773 K $ -3.14 %
2021/09/30 RA BROOKFIELD REAL ASSETS INCOM 2.38% 1.963 M $ 93856 2018/12/31 -92.967 K $ -4.52 %
2021/09/30 D DOMINION ENERGY INC 2.38% 1.958 M $ 26813 2018/12/31 -15.139 K $ -0.75 %
2021/09/30 PM PHILIP MORRIS INTL INC 2.18% 1.794 M $ 18926 2018/12/31 -81.721 K $ -4.36 %
2021/09/30 PSA PUBLIC STORAGE 2.05% 1.692 M $ 5694 2018/12/31 -20.567 K $ -1.19 %
2021/09/30 PFE PFIZER INC 2.01% 1.657 M $ 38530 2018/12/31 148.298 K $ 9.83 %
2021/09/30 KMB KIMBERLY-CLARK CORP 1.90% 1.564 M $ 11813 2018/12/31 -16.482 K $ -1.00 %
2021/09/30 WEC WEC ENERGY GROUP INC 1.89% 1.555 M $ 17631 2018/12/31 -13.490 K $ -0.84 %
2021/09/30 EXC EXELON CORP 1.86% 1.536 M $ 31768 2018/12/31 130.882 K $ 9.07 %
2021/09/30 PPL PPL CORP 1.84% 1.520 M $ 54532 2018/12/31 -5.080 K $ -0.32 %
2021/09/30 OKE ONEOK INC NEW 1.72% 1.420 M $ 24482 2018/12/31 60.178 K $ 4.22 %
2021/09/30 TTE TOTALENERGIES SE 1.64% 1.352 M $ 28209 2018/12/31 78.188 K $ 5.90 %
2021/09/30 JPM JPMORGAN CHASE & CO 1.48% 1.219 M $ 7448 2018/12/31 64.719 K $ 5.24 %
2021/09/30 LLY LILLY ELI & CO 1.36% 1.120 M $ 4847 2018/12/31 7.576 K $ 0.67 %
2021/09/30 TOWN TOWNEBANK PORTSMOUTH VA 1.30% 1.068 M $ 34317 2018/12/31 23.809 K $ 2.27 %
2021/09/30 MFC MANULIFE FINL CORP 1.25% 1.032 M $ 53642 2018/12/31 -25.472 K $ -2.33 %
2021/09/30 MDLZ MONDELEZ INTL INC 1.23% 1.011 M $ 17378 2018/12/31 -78.631 K $ -6.82 %
2021/09/30 PCH POTLATCHDELTIC CORPORATION 1.21% 997.000 K $ 19332 2018/12/31 -30.322 K $ -2.95 %
2021/09/30 O REALTY INCOME CORP 1.20% 988.000 K $ 15236 2018/12/31 -29.480 K $ -2.81 %
2021/09/30 CSWI CSW INDUSTRIALS INC 1.14% 941.000 K $ 7366 2018/12/31 73.263 K $ 7.80 %
2021/09/30 MRK MERCK & CO INC 1.11% 915.000 K $ 12180 2018/12/31 -32.398 K $ -3.42 %
2021/09/30 VOD VODAFONE GROUP PLC NEW 1.04% 855.000 K $ 55366 2018/12/31 -95.850 K $ -9.81 %
2021/09/30 ED CONSOLIDATED EDISON INC 1.01% 829.000 K $ 11418 2018/12/31 10.090 K $ 1.21 %
2021/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.99% 819.000 K $ 3000 2018/12/31 -15.437 K $ -1.79 %
2021/09/30 MET METLIFE INC 0.99% 815.000 K $ 13209 2018/12/31 25.406 K $ 3.14 %
2021/09/30 DUK DUKE ENERGY CORP NEW 0.97% 803.000 K $ 8230 2018/12/31 -9.291 K $ -1.14 %
2021/09/30 WELL WELLTOWER INC 0.94% 772.000 K $ 9366 2019/03/31 -6.550 K $ -0.84 %
2021/09/30 NSC NORFOLK SOUTHN CORP 0.91% 750.000 K $ 3136 2018/12/31 -82.037 K $ -9.86 %
2021/09/30 VZ VERIZON COMMUNICATIONS INC 0.90% 743.000 K $ 13764 2018/12/31 -28.197 K $ -3.61 %
2021/09/30 INTC INTEL CORP 0.88% 722.000 K $ 13546 2018/12/31 -38.555 K $ -5.09 %
2021/09/30 CM CANADIAN IMP BK COMM 0.87% 714.000 K $ 6414 2018/12/31 -17.162 K $ -2.25 %
2021/09/30 BCS BARCLAYS PLC 0.85% 700.000 K $ 11099 2021/09/30 0.000 $ 0.00 %
2021/09/30 ISRG INTUITIVE SURGICAL INC 0.83% 683.000 K $ 687 2018/12/31 51.174 K $ 8.10 %
2021/09/30 YUM YUM BRANDS INC 0.73% 605.000 K $ 4950 2018/12/31 36.421 K $ 6.32 %
2021/09/30 JGH NUVEEN GLOBAL HIGH INCOME FD 0.71% 583.000 K $ 36270 2018/12/31 -5.900 K $ -0.92 %
2021/09/30 KO COCA COLA CO 0.67% 551.000 K $ 10510 2018/12/31 -17.229 K $ -3.03 %
2021/09/30 NVS NOVARTIS AG 0.66% 541.000 K $ 6616 2018/12/31 -59.213 K $ -9.80 %
2021/09/30 USB US BANCORP DEL 0.64% 530.000 K $ 8917 2018/12/31 23.647 K $ 4.34 %
2021/09/30 AAPL APPLE INC 0.64% 529.000 K $ 8816 2018/12/31 130.751 K $ 3.31 %
2021/09/30 GNL GLOBAL NET LEASE INC 0.61% 503.000 K $ 31407 2018/12/31 -83.223 K $ -13.40 %
2021/09/30 ZTS ZOETIS INC 0.59% 484.000 K $ 2492 2018/12/31 19.504 K $ 4.18 %
2021/09/30 PEP PEPSICO INC 0.59% 483.000 K $ 3210 2018/12/31 7.573 K $ 1.51 %
2021/09/30 BTI BRITISH AMERN TOB PLC 0.58% 480.000 K $ 13593 2018/12/31 -54.779 K $ -10.26 %
2021/09/30 ETW EATON VANCE TAX-MANAGED GLOB 0.58% 476.000 K $ 44063 2018/12/31 -3.526 K $ -0.73 %
2021/09/30 GSK GLAXOSMITHKLINE PLC 0.56% 464.000 K $ 12148 2020/03/31 -15.964 K $ -3.23 %
2021/09/30 TD TORONTO DOMINION BK ONT 0.53% 439.000 K $ 6631 2020/03/31 -25.860 K $ -5.56 %
2021/09/30 PNC PNC FINL SVCS GROUP INC 0.52% 429.000 K $ 2191 2020/09/30 10.667 K $ 2.56 %
2021/09/30 SAN BANCO SANTANDER S.A. 0.46% 383.000 K $ 9025 2018/12/31 -6.046 K $ -7.37 %
2021/09/30 QQQX NUVEEN NASDAQ 100 DYNAMIC OV 0.42% 349.000 K $ 12299 2018/12/31 -12.299 K $ -3.41 %
2021/09/30 COF CAPITAL ONE FINL CORP 0.41% 339.000 K $ 2095 2020/12/31 15.251 K $ 4.71 %
2021/09/30 MCD MCDONALDS CORP 0.35% 289.000 K $ 1200 2018/12/31 13.216 K $ 4.38 %
2021/09/30 BP BP PLC 0.34% 279.000 K $ 10192 2018/12/31 9.775 K $ 3.44 %
2021/09/30 WMT WALMART INC 0.33% 276.000 K $ 1982 2018/12/31 -3.687 K $ -1.17 %
2021/09/30 YUMC YUM CHINA HLDGS INC 0.32% 265.000 K $ 4556 2018/12/31 -37.891 K $ -12.30 %
2021/09/30 COP CONOCOPHILLIPS 0.32% 264.000 K $ 3901 2021/03/31 26.786 K $ 11.30 %
2021/09/30 TFX TELEFLEX INCORPORATED 0.29% 239.000 K $ 636 2018/12/31 -17.440 K $ -6.27 %
2021/09/30 ETR ENTERGY CORP NEW 0.28% 232.000 K $ 2338 2021/06/30 -940.000 $ -0.38 %
2021/09/30 MO ALTRIA GROUP INC 0.28% 232.000 K $ 5103 2018/12/31 -11.018 K $ -4.53 %
2021/09/30 XOM EXXON MOBIL CORP 0.28% 231.000 K $ 3921 2020/12/31 -17.167 K $ -6.76 %
2021/09/30 CSWC CAPITAL SOUTHWEST CORP 0.28% 227.000 K $ 9016 2018/12/31 18.585 K $ 8.41 %
2021/09/30 ERF ENERPLUS CORP 0.25% 203.000 K $ 25429 2018/12/31 23.027 K $ 11.29 %
2021/09/30 RNP COHEN & STEERS REIT & PFD & 0.24% 200.000 K $ 7814 2021/06/30 -12.252 K $ -5.78 %
2021/09/30 GGN GAMCO GLOBAL GOLD NAT RES & 0.19% 160.000 K $ 42939 2018/12/31 -11.686 K $ -6.76 %
2021/09/30 MTG MGIC INVT CORP WIS 0.18% 152.000 K $ 10173 2018/12/31 15.176 K $ 9.98 %
2021/09/30 AAL AMERICAN AIRLS GROUP INC 0.14% 112.000 K $ 13981 2021/09/30 0.000 $ 0.00 %
2021/09/30 AVB AVALONBAY CMNTYS INC 0.09% 74.000 K $ 20365 2021/09/30 0.000 $ 0.00 %
2021/09/30 KHC KRAFT HEINZ CO 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %
2021/09/30 APAM ARTISAN PARTNERS ASSET MGMT 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2021/09/30 BAC BK OF AMERICA CORP 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2021/09/30 T AT&T INC 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2021/09/30 LB L BRANDS INC 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2021/09/30 GE GENERAL ELECTRIC CO 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2021/09/30 AFIN AMERICAN FIN TR INC 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %