Jenna Laws Portfolio
Invests via Evexia Wealth LLC | Managed by Justin Kelly
Invests via Evexia Wealth LLC
Managed by Justin Kelly
Automatically Tracked
Jenna Laws Profile
With a dynamic background in consumer technology, Jenna Laws has established herself as a significant figure in the startup landscape. Renowned for her innovative approach to product development, she co-founded a successful venture that has redefined user engagement within digital platforms. Her entrepreneurial journey is marked by leadership roles that emphasize scalability and market impact, fostering growth trajectories that resonate with contemporary consumers. Through her collaborative efforts in cross-functional teams, she has driven critical partnerships that enhance brand visibility and customer loyalty. As an influential voice in entrepreneurship circles, Jenna's expertise not only reflects commitment but also positions her as a sought-after leader in navigating the evolving tech ecosystem.
With a dynamic background in consumer technology, Jenna Laws has established herself as a significant figure in the startup landscape. Renowned for her innovative approach to product development, she co-founded a successful venture that has redefined user engagement within digital platforms. Her entrepreneurial journey is marked by leadership roles that emphasize scalability and market impact, fostering growth trajectories that resonate with contemporary consumers. Through her collaborative efforts in cross-functional teams, she has driven critical partnerships that enhance brand visibility and customer loyalty. As an influential voice in entrepreneurship circles, Jenna's expertise not only reflects commitment but also positions her as a sought-after leader in navigating the evolving tech ecosystem.
Investment Philosophy & Strategy
Operating at the intersection of innovation and consumer technology, Jenna Laws leverages her extensive entrepreneurial acumen to identify emerging market trends. Her focus on scalable business models positions ventures for rapid growth while fostering sustainable competitive advantages. As a co-founder of a transformative startup, she emphasizes building adaptive solutions that resonate with evolving user needs. Collaborative engagements drive strategic partnerships aimed at enhancing product reach and customer engagement across diverse platforms. With an inherent ability to foresee market shifts, decision-making reflects a blend of creative vision and operational effectiveness.
Operating at the intersection of innovation and consumer technology, Jenna Laws leverages her extensive entrepreneurial acumen to identify emerging market trends. Her focus on scalable business models positions ventures for rapid growth while fostering sustainable competitive advantages. As a co-founder of a transformative startup, she emphasizes building adaptive solutions that resonate with evolving user needs. Collaborative engagements drive strategic partnerships aimed at enhancing product reach and customer engagement across diverse platforms. With an inherent ability to foresee market shifts, decision-making reflects a blend of creative vision and operational effectiveness.
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:
73.14%
Gain +0.91%
Monthly
1.44%
Yearly
18.64%
Drawdown
15.69%
$363.34M
Equity
Holdings
$363.34M
Investment
$268.61M
$147.82M
Profit +$2.68M
Realized
$53.09M
Unrealized
$94.74M
Dividends
$15.77M
Goals
Avg. 41% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.91%
Profit
$2.68M
Win %
63%
This Week
Compared To Last Week
Gain
0.74%
Profit
$2.68M
Win %
63%
This Month
Compared to last month
Gain
-2.05%
Profit
-$7.6M
Win %
63%
This Year
Compared to last year
Gain
-3.56%
Profit
-$13.23M
Win %
62%
MSTR Strategy Inc.
+8.5%
+$168,156.48 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+5.88%
+$263,568.27 
LRCX Lam Research Corporation
+4.66%
+$12,937.91 
SNPS Synopsys, Inc.
+4.37%
+$11,063.88 
CEG Constellation Energy Corporation
+4.28%
+$276,085.85 
CBTJ Calamos Bitcoin 80 P ETF
+4.21%
+$11,254.01 
AMAT Applied Materials, Inc.
+4.15%
+$11,979.5 
KLAC KLA Corporation
+3.68%
+$747,797.21 
ETN Eaton Corporation plc
+2.88%
+$19,755.62 
NXT Nextracker Inc.
+2.63%
+$11,233.88 
PH Parker-Hannifin Corporation
+2.17%
+$276,377.31 
FSLR First Solar, Inc.
+2.07%
+$15,013.84 
HUBB Hubbell Inc.
+1.95%
+$263,642.69 
VRT Vertiv Holdings Co
+1.9%
+$7,151.76 
WSM Williams-Sonoma, Inc.
+1.85%
+$198,490.24 
NVDA NVIDIA Corporation
+1.8%
+$8,360.85 
ASML ASML Holding N.V. New York Registry Shares
+1.73%
+$11,690.14 
GOOGL Alphabet Inc
+1.71%
+$10,120.06 
ALB Albemarle Corporation
+1.64%
+$3,070.34 
AMZN Amazon.com Inc
+1.57%
+$6,137.38 
GEV GE Vernova Inc.
+1.55%
+$145,285.68 
MS Morgan Stanley
+1.54%
+$13,459.37 
EME EMCOR Group, Inc.
+1.52%
+$77,020.2 
NVT nVent Electric plc
+1.5%
+$6,452.24 
BLK BlackRock, Inc.
+1.31%
+$192,400.29 
ISRG Intuitive Surgical, Inc.
+1.27%
+$4,451.09 
NOW ServiceNow, Inc.
+1.18%
+$5,171.23 
ON ON Semiconductor Corporation
+1.12%
+$3,617.28 
TT Trane Technologies plc
+1.06%
+$9,293.3 
AVGO Broadcom Inc.
+0.98%
+$195,286.56 
LLY Eli Lilly and Company
+0.96%
+$195,362.48 
TTEK Tetra Tech, Inc.
+0.84%
+$9,576.9 
CBOJ Calms Bitcoin Strategy Alternative Premium ETF
+0.8%
+$6,338.11 
AAPL Apple Inc.
+0.77%
+$108,279.24 
PWR Quanta Services Inc.
+0.75%
+$7,632 
MSFT Microsoft Corp.
+0.57%
+$100,133.6 
JPM JPMorgan Chase & Co.
+0.55%
+$55,326.68 
VIG Vanguard Dividend Appreciation ETF
+0.51%
+$9,367.82 
HCA HCA Healthcare Inc.
+0.4%
+$30,220.76 
XYL Xylem Inc.
+0.36%
+$2,684.61 
BR Broadridge Financial Solutions, Inc.
+0.31%
+$15,640.5 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.25%
+$1,604.99 
COST Costco Wholesale Corporation
+0.23%
+$18,530.78 
ABT Abbott Laboratories
+0.22%
+$640.32 
ABBV AbbVie Inc.
+0.14%
+$409.97 
IBHG iShares iBonds 2027 High Yield Income
+0.07%
+$1,205.54 
STIP iShares 0-5 Year TIPS Bond ETF
+0.06%
+$601.32 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.06%
+$5,254.3 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$1,112.88 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.02%
+$1,216.31 
IBTH iShares iBonds Dec 2027 Term
+0.02%
+$417.54 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.02%
+$275.13 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,031.81 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.01%
+$541.76 
LOW Lowe's Companies Inc.
+0.01%
+$391.94 
UPS United Parcel Service, Inc.
-4.09%
-$9,643.05 
EOG EOG Resources, Inc.
-2.17%
-$84,297.01 
OC Owens Corning
-1.9%
-$10,974.5 
B BARRICK MINING CORP Common Stock (ABR0)
-1.64%
-$288,468.74 
RS Reliance Inc.
-1.03%
-$53,297.03 
RSG Republic Services, Inc.
-0.95%
-$98,041.74 
AMLP Alerian MLP ETF
-0.92%
-$16,066.07 
GLD SPDR Gold Shares
-0.74%
-$50,111.85 
CLH Clean Harbors Inc.
-0.65%
-$3,341.3 
SYK Stryker Corporation
-0.49%
-$23,828.85 
NOC Northrop Grumman Corporation
-0.47%
-$33,547.16 
CB Chubb Limited
-0.41%
-$38,488.48 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.35%
-$6,509.85 
NEE NextEra Energy, Inc.
-0.34%
-$2,001.24 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.33%
-$877.79 
ORA Ormat Technologies Inc.
-0.29%
-$1,545.04 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.27%
-$653.7 
INTU Intuit Inc.
-0.25%
-$25,611.24 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.18%
-$1,394.79 
CASY Casey's General Stores Inc.
-0.13%
-$15,929.16 
FCFS FirstCash Holdings, Inc.
-0.04%
-$2,959.59 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.01%
-$30.22 Events
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Dividends
Dividend Analysis
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| Trades 914 | Longs Won 593/914 64% | Profit Factor 8.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $899,927.3 |
| Average Win $283,166.24 | Best Trade (Aug 14) $16.9M | Sharpe Ratio -10.67 |
| Average Loss -$62,602.97 | Worst Trade (Mar 30) -$2.28M | Z-Score 0.8 (57.45%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 2d | Expectancy $161,730.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,814 | 5,233 | 4,651 | 4,070 | 3,488 | 2,907 | 2,326 | 1,744 | 1,163 | 581 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 42,132 | $7.05M | $14.27M | - | $7.22M | 102.46% | +0.765% |
| ABBV AbbVie Inc. | 1,108 | $210,958.78 | $292,877.64 | - | $81,918.86 | 38.83% | +0.14% |
| ABT Abbott Laboratories | 2,784 | $283,724.36 | $286,306.56 | - | $2,582.2 | 0.91% | +0.224% |
| ALB Albemarle Corporation | 1,687 | $141,685.92 | $190,175.51 | - | $48,489.59 | 34.22% | +1.641% |
| AMAT Applied Materials, Inc. | 650 | $128,639.26 | $300,950 | - | $172,310.74 | 133.95% | +4.146% |
| AMLP Alerian MLP ETF | 31,814 | $1.56M | $1.73M | - | $173,833.83 | 11.15% | -0.919% |
| AMZN Amazon.com Inc | 1,544 | $342,708.09 | $397,865.64 | - | $55,157.55 | 16.09% | +1.567% |
| ASML ASML Holding N.V. New York Registry Shares | 402 | $330,526.17 | $687,018 | - | $356,491.83 | 107.86% | +1.731% |
| AVGO Broadcom Inc. | 55,796 | $10.25M | $20.15M | - | $9.9M | 96.58% | +0.979% |
| B BARRICK MINING CORP Common Stock (ABR0) | 406,294 | $11.01M | $17.32M | - | $6.31M | 57.33% | -1.639% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 68,787 | $6.3M | $6.3M | - | $880.02 | 0.01% | +0.016% |
| BLK BlackRock, Inc. | 13,694 | $13.56M | $14.84M | - | $1.28M | 9.42% | +1.313% |
| BR Broadridge Financial Solutions, Inc. | 31,281 | $6.6M | $5.12M | - | -$1.48M | -22.43% | +0.307% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 492,437 | $9.63M | $9.6M | - | -$27,335.27 | -0.28% | +0.055% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 195,585 | $3.85M | $3.82M | - | -$26,694.29 | -0.69% | +0.029% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 92,601 | $1.89M | $1.87M | - | -$19,712.34 | -1.04% | -0.347% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 73,173 | $1.36M | $1.34M | - | -$23,705.87 | -1.74% | +0.021% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 46,493 | $781,532.76 | $757,138.5 | - | -$24,394.26 | -3.12% | -0.184% |
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | 32,470 | $676,738.3 | $645,341.25 | - | -$31,397.05 | -4.64% | +0.249% |
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | 175,895 | $4.06M | $4.02M | - | -$40,232.54 | -0.99% | +0.013% |
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FAQ
Which stocks have generated the highest profits for Jenna Laws?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $16.97M, KLA Corporation - $9.27M, Williams-Sonoma, Inc - $8.84M, BlackRock, Inc - $5.11M, and Parker-Hannifin Corporation - $4.47M. 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: UnitedHealth Group Incorporated - $2.44M, The Hershey Company - $1.1M, MSTY - $443,327, Accenture plc Class A - $365,910.17, and Nordson Corporation - $266,811.63. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jenna Laws's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.77M earned over time. The largest contributors to dividend income include BlackRock, Inc - $1M, JPMorgan Chase & Co - $660,481.5, Broadcom Inc - $617,354.28, Hubbell Inc - $502,635.62, and Accenture plc Class A - $494,400.64. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jenna Laws's monthly returns?
Jenna Laws's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Jenna Laws's strategy be considered aggressive or moderate?
Jenna Laws'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 Jenna Laws's strategy?
Jenna Laws'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.
