Andrew M. Price Portfolio
Invests via BRIGHT FINANCIAL ADVISORS, INC. | Managed by Andrew M. Price
Invests via BRIGHT FINANCIAL ADVISORS, INC.
Managed by Andrew M. Price
Automatically Tracked
Andrew M. Price Profile
Veteran private equity and growth investor Andrew M. Price brings experience allocating capital to technology and healthcare growth companies, leading deal execution, portfolio company governance and value creation initiatives. Background includes operating partnerships, buyouts and minority growth investments with emphasis on revenue scaling, margin improvement and strategic M&A. Regular board member and capital raiser, often focused on middle-market opportunities and sponsor-led transactions.
Veteran private equity and growth investor Andrew M. Price brings experience allocating capital to technology and healthcare growth companies, leading deal execution, portfolio company governance and value creation initiatives. Background includes operating partnerships, buyouts and minority growth investments with emphasis on revenue scaling, margin improvement and strategic M&A. Regular board member and capital raiser, often focused on middle-market opportunities and sponsor-led transactions.
Investment Philosophy & Strategy
Focuses on growth-oriented private equity investing in technology and healthcare, allocating capital to middle-market companies where operational levers can accelerate revenue and margins. Prefers control or influential minority positions in sponsor-led and owner-operated deals, blending buyout rigor with growth playbooks. Emphasizes active governance, KPI-driven value creation, bolt-on M&A and disciplined exit timing. Risk posture balances aggressive growth initiatives with margin protection and structured downside safeguards.
Focuses on growth-oriented private equity investing in technology and healthcare, allocating capital to middle-market companies where operational levers can accelerate revenue and margins. Prefers control or influential minority positions in sponsor-led and owner-operated deals, blending buyout rigor with growth playbooks. Emphasizes active governance, KPI-driven value creation, bolt-on M&A and disciplined exit timing. Risk posture balances aggressive growth initiatives with margin protection and structured downside safeguards.
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:
45.87%
Gain -1.27%
Monthly
1.31%
Yearly
16.89%
Drawdown
13.22%
$243.5M
Equity
Holdings
$243.5M
Investment
$189.83M
$56.08M
Profit -$2.02M
Realized
$2.41M
Unrealized
$53.67M
Dividends
$7.33M
Goals
Avg. 69% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.27%
Profit
-$2.02M
Win %
81%
This Week
Compared To Last Week
Gain
-0.82%
Profit
-$2.02M
Win %
81%
This Month
Compared to last month
Gain
2.42%
Profit
$5.75M
Win %
81%
This Year
Compared to last year
Gain
1.9%
Profit
$4.55M
Win %
80%
ETN Eaton Corporation plc
+3.22%
+$172,748.27 
CVX Chevron Corporation
+0.9%
+$6,965 
TSLA Tesla, Inc.
+0.58%
+$2,393.2 
PM Philip Morris International Inc.
+0.12%
+$631.18 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$90.25 
ABBV AbbVie Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.01 
CAT Caterpillar Inc.
0%
-$0.02 
CSCO Cisco Systems, Inc.
0%
$0 
GLDG Goldmining Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
IBM International Business Machines Corporation
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
LLY Eli Lilly and Company
0%
-$0.01 
MSFT Microsoft Corp.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.01 
PG Procter & Gamble Co
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
SHOP Shopify Inc.
0%
+$0.04 
SYK Stryker Corporation
0%
$0 
TGT Target Corporation
0%
-$0.01 
TWLO Twilio Inc.
0%
$0 
VZ Verizon Communications Inc.
0%
+$0.01 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.12 
ZTS Zoetis Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
ARKK ARK Innovation ETF Fund
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
FBND Fidelity Total Bond ETF
0%
$0 
FXU First Trust Utilities AlphaDEX Fund
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0%
-$0.02 
GLD SPDR Gold Shares
0%
$0 
IAU iShares Gold Trust
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.19 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.21 
IXC iShares Global Energy ETF
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
-$0.12 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
-$0.16 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SKYY First Trust Cloud Computing ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SOXX iShares Semiconductor ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
+$0.02 
VOX Vanguard Communication Services ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
-$0.01 
VHT Vanguard Health Care ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XAR SPDR S&P Aerospace & Defense ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
-$1.47 
GOOGL Alphabet Inc
-3.84%
-$9,823.51 
AMZN Amazon.com Inc
-2.09%
-$39,168.57 
AAPL Apple Inc.
-1.09%
-$67,552.75 
MO Altria Group, Inc.
-0.78%
-$3,230.85 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$14,471.6 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$9,462.68 
FEGE First Eagle Global Equity ETF
-0.3%
-$2,222.72 
NVDA NVIDIA Corporation
-0.02%
-$2,210.95 
GAL SPDR SSGA Global Allocation ETF
0%
-$205.22 Events
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Dividends
Dividend Analysis
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| Trades 400 | Longs Won 317/400 79% | Profit Factor 26.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $671,204.95 |
| Average Win $183,857.97 | Best Trade (Aug 28) $10.65M | Sharpe Ratio -10.85 |
| Average Loss -$26,561.33 | Worst Trade (Aug 13) -$466,258.36 | Z-Score 16.91 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 1d | Expectancy $140,195.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,174 | 8,257 | 7,339 | 6,422 | 5,505 | 4,587 | 3,670 | 2,752 | 1,835 | 917 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,165 | $3.77M | $6.15M | - | $2.38M | 63.05% | -1.087% |
| ABBV AbbVie Inc. | 1,658 | $345,509.7 | $411,134.26 | - | $65,624.56 | 18.99% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 370,792 | $35.67M | $36.06M | - | $381,382.58 | 1.07% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 681 | $395,600 | $319,770.36 | - | -$75,829.64 | -19.17% | 0.0 |
| AMZN Amazon.com Inc | 6,730 | $1.25M | $1.83M | - | $579,742.88 | 46.28% | -2.093% |
| ARKK ARK Innovation ETF Fund | 2,523 | $203,909 | $202,950.12 | - | -$958.88 | -0.47% | 0.0 |
| AVGO Broadcom Inc. | 761 | $235,537 | $321,446.4 | - | $85,909.4 | 36.47% | 0.0 |
| BRK-A Berkshire Hathaway Inc. | 7 | $4.61M | $5.56M | - | $949,465 | 20.61% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 4,680 | $2.19M | $2.48M | - | $283,124.45 | 12.9% | 0.0 |
| CAT Caterpillar Inc. | 763 | $282,602.76 | $639,073.54 | - | $356,470.78 | 126.14% | 0.0 |
| CSCO Cisco Systems, Inc. | 4,122 | $284,356.01 | $505,233.54 | - | $220,877.53 | 77.68% | 0.0 |
| CVX Chevron Corporation | 3,980 | $731,985.81 | $782,706.8 | - | $50,720.99 | 6.93% | +0.898% |
| DFCF Dimensional Core Fixed Income ETF | 9,989 | $421,649 | $415,442.51 | - | -$6,206.49 | -1.47% | 0.0 |
| DUSB Dimensional Ultrashort Fixed Income ETF | 78,045 | $3.96M | $3.97M | - | $8,691.81 | 0.22% | 0.0 |
| EFA iShares MSCI EAFE ETF | 11,362 | $969,754.27 | $1.23M | - | $257,455.37 | 26.55% | 0.0 |
| ETN Eaton Corporation plc | 12,055 | $3.84M | $5.54M | - | $1.69M | 44.09% | +3.221% |
| FBND Fidelity Total Bond ETF | 34,921 | $1.59M | $1.57M | - | -$19,777.68 | -1.25% | 0.0 |
| FEGE First Eagle Global Equity ETF | 13,892 | $679,597 | $727,940.8 | - | $48,343.8 | 7.11% | -0.304% |
| FXU First Trust Utilities AlphaDEX Fund | 5,555 | $213,756 | $263,918.05 | - | $50,162.05 | 23.47% | 0.0 |
| GAL SPDR SSGA Global Allocation ETF | 171,020 | $7.38M | $9.18M | - | $1.8M | 24.37% | -0.002% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Andrew M. Price?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core U.S. Aggregate Bond ETF - $3.16M, SPDR Gold Shares - $1.34M, SPDR SSGA Global Allocation ETF - $693,150.44, Invesco S&P 500 Equal Weight ETF - $566,819.11, and iShares Core S&P 500 ETF - $501,130.51. 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: Sysco Corporation - $158,078.64, SPDR S&P Dividend ETF - $41,580.99, Constellation Energy Corporation - $37,697.15, ARK Innovation ETF Fund - $23,665.84, and Target Corporation - $22,985.06. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew M. Price's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.33M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $3.14M, SPDR SSGA Global Allocation ETF - $579,005.72, Invesco S&P 500 Equal Weight ETF - $566,819.11, iShares Core S&P 500 ETF - $365,961.98, and iShares Core S&P Small-Cap ETF - $347,140.61. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew M. Price's monthly returns?
Andrew M. Price'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 Andrew M. Price's strategy be considered aggressive or moderate?
Andrew M. Price'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 Andrew M. Price's strategy?
Andrew M. Price'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.
