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:
41.72%
Gain +0.58%
Monthly
1.15%
Yearly
14.7%
Drawdown
13.22%
$238.82M
Equity
Holdings
$238.82M
Investment
$189.83M
$51.4M
Profit +$925,502.18
Realized
$2.41M
Unrealized
$48.99M
Dividends
$7.93M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.58%
Profit
$925,502.18
Win %
76%
This Week
Compared To Last Week
Gain
-0.62%
Profit
-$1.48M
Win %
76%
This Month
Compared to last month
Gain
0.75%
Profit
$1.78M
Win %
76%
This Year
Compared to last year
Gain
-0.05%
Profit
-$122,719.15
Win %
76%
LLY Eli Lilly and Company
+4.42%
+$13,629.73 
ZTS Zoetis Inc.
+4.34%
+$17,056.32 
SYK Stryker Corporation
+3.55%
+$233,940 
VHT Vanguard Health Care ETF
+2.22%
+$16,992.53 
IBM International Business Machines Corporation
+2%
+$8,166.59 
WMT Walmart Inc.
+2%
+$12,215.44 
VOX Vanguard Communication Services ETF
+1.23%
+$5,185.44 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.21%
+$22,743.28 
FEGE First Eagle Global Equity ETF
+1.17%
+$8,333.81 
IAU iShares Gold Trust
+1.17%
+$16,199.1 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.14%
+$86,158.05 
ABBV AbbVie Inc.
+1.14%
+$5,347.03 
GLD SPDR Gold Shares
+1.14%
+$229,386.6 
GLDM SPDR Gold MiniShares Trust
+1.11%
+$82,260.9 
RSP Invesco S&P 500 Equal Weight ETF
+1.07%
+$275,417.16 
MSFT Microsoft Corp.
+1.02%
+$7,740.05 
TGT Target Corporation
+1.02%
+$2,496.4 
IJR iShares Core S&P Small-Cap ETF
+0.87%
+$112,131.43 
PG Procter & Gamble Co
+0.85%
+$2,690.03 
VZ Verizon Communications Inc.
+0.83%
+$2,507.43 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.75%
+$1,923.75 
XAR SPDR S&P Aerospace & Defense ETF
+0.75%
+$3,489.75 
VTEB Vanguard Tax-Exempt Bond ETF
+0.7%
+$2,095.43 
MO Altria Group, Inc.
+0.69%
+$3,174.47 
FBND Fidelity Total Bond ETF
+0.66%
+$9,952.49 
DFCF Dimensional Core Fixed Income ETF
+0.63%
+$2,547.2 
AGG iShares Core U.S. Aggregate Bond ETF
+0.62%
+$216,913.32 
IJH iShares Core S&P Mid-Cap ETF
+0.59%
+$48,689.76 
EFA iShares MSCI EAFE ETF
+0.57%
+$6,703.58 
GOOGL Alphabet Inc
+0.48%
+$1,202.87 
GOOG Alphabet Inc
+0.47%
+$2,726.42 
SHOP Shopify Inc.
+0.43%
+$2,907.66 
JNJ Johnson & Johnson
+0.42%
+$1,115.12 
AAPL Apple Inc.
+0.39%
+$27,021.3 
ARKK ARK Innovation ETF Fund
+0.38%
+$807.36 
BRK-A Berkshire Hathaway Inc.
+0.36%
+$19,900.93 
GAL SPDR SSGA Global Allocation ETF
+0.32%
+$29,073.4 
SKYY First Trust Cloud Computing ETF
+0.26%
+$909.92 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.21%
+$575.67 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.2%
+$10,863.75 
SHY iShares 1-3 Year Treasury Bond ETF
+0.14%
+$997.26 
VOO Vanguard S&P 500 ETF
+0.12%
+$593.45 
SPY SPDR S&P 500 ETF Trust
+0.11%
+$3,332.97 
IVV iShares Core S&P 500 ETF
+0.1%
+$16,334.09 
AMZN Amazon.com Inc
+0.04%
+$672.99 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.01%
+$390.23 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$129.47 
CSCO Cisco Systems, Inc.
-3.84%
-$17,971.92 
AMD Advanced Micro Devices, Inc.
-3.63%
-$14,110.32 
CAT Caterpillar Inc.
-2.88%
-$16,435.02 
PM Philip Morris International Inc.
-2.62%
-$15,435.22 
GLDG Goldmining Inc.
-2.19%
-$233.3 
ETN Eaton Corporation plc
-2.13%
-$104,908.76 
SOXX iShares Semiconductor ETF
-2.12%
-$33,844.28 
SMH VanEck Semiconductor ETF
-1.98%
-$6,456.25 
MTUM iShares MSCI USA Momentum Factor ETF
-1.96%
-$68,826.08 
BRK-B Berkshire Hathaway Inc.
-1.9%
-$46,683 
PANW Palo Alto Networks, Inc.
-1.82%
-$4,740.03 
AVGO Broadcom Inc.
-1.8%
-$4,748.64 
TSLA Tesla, Inc.
-1.79%
-$8,171.59 
NVDA NVIDIA Corporation
-1.72%
-$168,032.2 
XOM Exxon Mobil Corporation
-1.32%
-$26,938.9 
CVX Chevron Corporation
-1.14%
-$10,029.6 
IXC iShares Global Energy ETF
-1.03%
-$3,200 
VGT Vanguard Information Technology ETF
-1.01%
-$38,120.65 
QQQM Invesco NASDAQ 100 ETF
-0.59%
-$29,150.13 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$23,920 
ROK Rockwell Automation, Inc.
-0.47%
-$1,928.53 
JPM JPMorgan Chase & Co.
-0.31%
-$662.55 
RTX RTX Corporation
-0.3%
-$725.94 
TWLO Twilio Inc.
-0.13%
-$390.5 
FXU First Trust Utilities AlphaDEX Fund
-0.09%
-$222.2 Events
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Dividends
Dividend Analysis
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| Trades 400 | Longs Won 306/400 76% | Profit Factor 17.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $608,034.64 |
| Average Win $178,203.17 | Best Trade (Oct 15) $8.48M | Sharpe Ratio -10.85 |
| Average Loss -$33,264.42 | Worst Trade (Oct 14) -$1.01M | Z-Score 12.08 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 4d | Expectancy $128,508.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,165 | $3.77M | $6.94M | - | $3.17M | 84.11% | +0.391% |
| ABBV AbbVie Inc. | 1,658 | $345,509.7 | $475,356.89 | - | $129,847.19 | 37.58% | +1.138% |
| AGG iShares Core U.S. Aggregate Bond ETF | 370,792 | $35.67M | $35.38M | - | -$299,020.74 | -0.84% | +0.617% |
| AMD Advanced Micro Devices, Inc. | 681 | $395,600 | $374,618.1 | - | -$20,981.9 | -5.3% | -3.63% |
| AMZN Amazon.com Inc | 6,730 | $1.25M | $1.71M | - | $457,997.18 | 36.56% | +0.039% |
| ARKK ARK Innovation ETF Fund | 2,523 | $203,909 | $213,950.4 | - | $10,041.4 | 4.92% | +0.379% |
| AVGO Broadcom Inc. | 761 | $235,537 | $258,747.61 | - | $23,210.61 | 9.85% | -1.802% |
| BRK-A Berkshire Hathaway Inc. | 7 | $4.61M | $5.55M | - | $939,756 | 20.4% | +0.36% |
| BRK-B Berkshire Hathaway Inc. | 4,680 | $2.19M | $2.42M | - | $222,073.85 | 10.12% | -1.895% |
| CAT Caterpillar Inc. | 763 | $282,602.76 | $555,036.72 | - | $272,433.96 | 96.4% | -2.876% |
| CSCO Cisco Systems, Inc. | 4,122 | $284,356.01 | $450,452.16 | - | $166,096.15 | 58.41% | -3.837% |
| CVX Chevron Corporation | 3,980 | $731,985.81 | $873,689.6 | - | $141,703.79 | 19.36% | -1.135% |
| DFCF Dimensional Core Fixed Income ETF | 9,989 | $421,649 | $405,903.01 | - | -$15,745.99 | -3.73% | +0.632% |
| DUSB Dimensional Ultrashort Fixed Income ETF | 78,045 | $3.96M | $3.95M | - | -$6,526.97 | -0.16% | +0.01% |
| EFA iShares MSCI EAFE ETF | 11,362 | $969,754.27 | $1.17M | - | $204,394.81 | 21.08% | +0.574% |
| ETN Eaton Corporation plc | 12,055 | $3.84M | $4.82M | - | $981,144.51 | 25.53% | -2.129% |
| FBND Fidelity Total Bond ETF | 34,921 | $1.59M | $1.53M | - | -$55,920.92 | -3.53% | +0.655% |
| FEGE First Eagle Global Equity ETF | 13,892 | $679,597 | $720,298.81 | - | $40,701.81 | 5.99% | +1.171% |
| FXU First Trust Utilities AlphaDEX Fund | 5,555 | $213,756 | $256,474.35 | - | $42,718.35 | 19.98% | -0.087% |
| GAL SPDR SSGA Global Allocation ETF | 171,020 | $7.38M | $8.99M | - | $1.61M | 21.8% | +0.324% |
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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 - $3.28M, SPDR Gold Shares - $1.34M, SPDR SSGA Global Allocation ETF - $741,549.1, Invesco S&P 500 Equal Weight ETF - $663,702.58, and iShares Core S&P 500 ETF - $548,319.23. 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 $7.93M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $3.26M, Invesco S&P 500 Equal Weight ETF - $663,702.58, SPDR SSGA Global Allocation ETF - $627,404.38, iShares Core S&P 500 ETF - $413,150.7, and iShares Core S&P Small-Cap ETF - $395,756.02. 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.
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