Rob C. Alston Jr Portfolio
Invests via Quadcap Wealth Management, LLC | Managed by Connor Gross, Rob C. Alston Jr.
Invests via Quadcap Wealth Management, LLC
Managed by Connor Gross, Rob C. Alston Jr.
Automatically Tracked
Rob C. Alston Jr Profile
Seasoned private-equity and corporate finance executive with operational experience in industrial and services sectors. Rob C. Alston Jr has led deal sourcing, portfolio value creation and capital-raising initiatives for mid-market buyouts and growth equity transactions, focusing on EBITDA improvement, operational turnaround and strategic M&A. The executive has experience managing cross-functional leadership teams, board governance and financial restructuring; market-oriented skillset includes P&L ownership, KPI-driven performance management and investor relations across institutional LPs and strategic acquirers.
Seasoned private-equity and corporate finance executive with operational experience in industrial and services sectors. Rob C. Alston Jr has led deal sourcing, portfolio value creation and capital-raising initiatives for mid-market buyouts and growth equity transactions, focusing on EBITDA improvement, operational turnaround and strategic M&A. The executive has experience managing cross-functional leadership teams, board governance and financial restructuring; market-oriented skillset includes P&L ownership, KPI-driven performance management and investor relations across institutional LPs and strategic acquirers.
Investment Philosophy & Strategy
Operates an operationally driven private equity style focused on mid‑market industrials and services, prioritizing investments where EBITDA expansion, operational turnaround and strategic M&A can unlock value. Emphasizes deep P&L ownership, KPI‑driven performance management and hands‑on board governance to execute restructuring and margin improvement. Capital allocation favors control or control‑oriented minority positions with conservative capital structures, active portfolio engagement and multi‑year horizons to de‑risk investments and crystallize operationally generated returns.
Operates an operationally driven private equity style focused on mid‑market industrials and services, prioritizing investments where EBITDA expansion, operational turnaround and strategic M&A can unlock value. Emphasizes deep P&L ownership, KPI‑driven performance management and hands‑on board governance to execute restructuring and margin improvement. Capital allocation favors control or control‑oriented minority positions with conservative capital structures, active portfolio engagement and multi‑year horizons to de‑risk investments and crystallize operationally generated returns.
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:
73.54%
Gain -1.07%
Monthly
1.74%
Yearly
22.94%
Drawdown
20.8%
$1.03B
Equity
Holdings
$1.03B
Investment
$775.09M
$291.5M
Profit -$7.34M
Realized
$37.72M
Unrealized
$253.79M
Dividends
$30.31M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.07%
Profit
-$7.34M
Win %
74%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$4.56M
Win %
74%
This Month
Compared to last month
Gain
-0.71%
Profit
-$7.34M
Win %
74%
This Year
Compared to last year
Gain
0.88%
Profit
$9.03M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$2.15M 
ETN Eaton Corporation plc
+7.32%
+$160,998.97 
GOOG Alphabet Inc
+6.88%
+$290,088.13 
GOOGL Alphabet Inc
+6.73%
+$746,363.52 
VRT Vertiv Holdings Co
+6.18%
+$61,556.29 
COHR Coherent Corp.
+5.55%
+$52,374.26 
ANET Arista Networks, Inc.
+5.46%
+$91,210.14 
CBOE Cboe Global Markets Inc.
+4.62%
+$37,771.11 
SNPS Synopsys, Inc.
+4.41%
+$27,388.84 
CACI Caci International Inc.
+4.27%
+$17,564.39 
FTI TechnipFMC plc
+3.98%
+$31,636.04 
TT Trane Technologies plc
+3.33%
+$29,926.82 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$42,346.45 
META Meta Platforms Inc Class A
+3.28%
+$209,065.89 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$6,410.09 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$13,581.12 
FUBO FuboTV Inc.
+3.03%
+$2,712.06 
MSFT Microsoft Corp.
+3.02%
+$405,439.86 
NVDA NVIDIA Corporation
+2.93%
+$516,818.44 
CVX Chevron Corporation
+2.35%
+$84,270.88 
MRVL Marvell Technology, Inc.
+2.32%
+$11,386.98 
ORLY O'Reilly Automotive Inc.
+2.28%
+$4,825.75 
CNC Centene Corporation
+2.27%
+$4,787.22 
GLW Corning Incorporated
+2.24%
+$4,378.35 
CHAT Roundhill Generative AI & Technology ETF
+2.22%
+$123,407.4 
WDC Western Digital Corporation
+2.21%
+$31,034.14 
EOG EOG Resources, Inc.
+2.19%
+$31,831.9 
CSCO Cisco Systems, Inc.
+2.14%
+$90,636.57 
SKYY First Trust Cloud Computing ETF
+2.12%
+$4,867.83 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$5,057.15 
OXY Occidental Petroleum Corporation
+2%
+$10,879.68 
GWW W.W. Grainger, Inc.
+1.97%
+$35,978.55 
OKE ONEOK, Inc.
+1.95%
+$14,278.44 
JCI Johnson Controls International plc
+1.93%
+$33,585.18 
LHX L3Harris Technologies, Inc.
+1.9%
+$11,223.02 
PANW Palo Alto Networks, Inc.
+1.89%
+$60,509.85 
FIX Comfort Systems USA, Inc.
+1.88%
+$10,988.24 
CRM Salesforce Inc
+1.83%
+$7,176.07 
RYN Rayonier Inc.
+1.82%
+$5,314.53 
ORCL Oracle Corporation
+1.81%
+$42,437.01 
HWM Howmet Aerospace Inc.
+1.8%
+$4,636.39 
KMI Kinder Morgan, Inc.
+1.64%
+$16,706.04 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$106,486.04 
BSX Boston Scientific Corporation
+1.59%
+$3,719.35 
VZ Verizon Communications Inc.
+1.52%
+$37,233 
LMT Lockheed Martin Corporation
+1.5%
+$38,921.3 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$19,365.32 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$10,648.32 
PH Parker-Hannifin Corporation
+1.43%
+$3,146.47 
PWR Quanta Services Inc.
+1.43%
+$2,673.3 
GE General Electric Company
+1.42%
+$9,416.16 
KLAC KLA Corporation
+1.38%
+$5,542.76 
PWRD TCW Transform Systems ETF
+1.38%
+$144,268.74 
CMCSA Comcast Corp
+1.23%
+$4,603.75 
COP ConocoPhillips
+1.22%
+$20,897.41 
WFC Wells Fargo & Company
+1.19%
+$9,916.44 
BN Brookfield Corporation
+1.19%
+$7,106.01 
HONA Honeywell Aerospace Inc.
+1.18%
+$7,460.86 
AMAT Applied Materials, Inc.
+1.18%
+$5,162.52 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$24,338.62 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$124,200.15 
VUG Vanguard Growth ETF
+1.1%
+$71,870.4 
NOW ServiceNow, Inc.
+1.05%
+$5,505.36 
NBIS Nebius Group N.V.
+1.05%
+$1,827.55 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$30,334.74 
ADBE Adobe Inc.
+1.01%
+$3,391.02 
XLE Energy Select Sector SPDR Fund
+1%
+$9,984.57 
TDY Teledyne Technologies Incorporated
+0.98%
+$2,102.32 
ADP Automatic Data Processing Inc.
+0.98%
+$3,136.48 
UNP Union Pacific Corporation
+0.92%
+$7,294.47 
SCHW Charles Schwab Corporation
+0.87%
+$8,028.02 
IBM International Business Machines Corporation
+0.86%
+$6,898.85 
ATMP iPath Select MLP ETN
+0.86%
+$2,477.52 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$28,693.42 
XCEM Columbia EM Core ex-China ETF
+0.85%
+$23,229.6 
GEV GE Vernova Inc.
+0.85%
+$32,342.52 
MCD McDonald's Corporation
+0.82%
+$6,954.23 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$3,403.15 
THC Tenet Healthcare Corporation
+0.81%
+$7,375.9 
EMR Emerson Electric Co.
+0.79%
+$12,563.57 
SHLD Global X Defense Tech ETF
+0.77%
+$34,528.32 
TSLA Tesla, Inc.
+0.76%
+$42,526.84 
MPC Marathon Petroleum Corporation
+0.76%
+$8,099.75 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,855.65 
FHN First Horizon Corporation
+0.75%
+$3,269.9 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,475.59 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$103,591.22 
VOO Vanguard S&P 500 ETF
+0.71%
+$32,149.16 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$1,991.78 
CAT Caterpillar Inc.
+0.7%
+$7,671.5 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.7%
+$3,446.19 
BMY Bristol-Myers Squibb Company
+0.69%
+$8,727.3 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$483,371.02 
IVV iShares Core S&P 500 ETF
+0.69%
+$41,226.24 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$9,662.59 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$8,666.51 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$2,244.47 
DOW Dow Inc.
+0.67%
+$1,702.6 
PLTR Palantir Technologies Inc.
+0.65%
+$7,893.58 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$90,389.52 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$1,505.56 
AA Alcoa Corporation
+0.65%
+$2,007.67 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$7,611.75 
IWB iShares Russell 1000 ETF
+0.64%
+$1,808.59 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.62%
+$31,740.48 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$1,783.04 
EXPE Expedia Group, Inc.
+0.62%
+$10,040.07 
HEI Heico Corporation
+0.62%
+$1,903.09 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.62%
+$54,937.17 
ET Energy Transfer L.P.
+0.59%
+$1,928.64 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$1,649.51 
MO Altria Group, Inc.
+0.57%
+$3,409.38 
APH Amphenol Corporation
+0.55%
+$6,276.09 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$3,513.72 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$13,232.29 
AOS A. O. Smith Corporation
+0.54%
+$2,464 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$29,198.94 
STX Seagate Technology Holdings plc
+0.52%
+$1,094.7 
JFR Nuveen Floating Rate Income Fund
+0.52%
+$678.16 
DVA DaVita Inc.
+0.52%
+$4,778.53 
AXON Axon Enterprise, Inc.
+0.47%
+$4,127.91 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$4,786.12 
NSC Norfolk Southern Corporation
+0.46%
+$5,572.32 
IYW iShares U.S. Technology ETF
+0.46%
+$1,419.1 
ALK Alaska Air Group Inc.
+0.45%
+$1,125.18 
IWD iShares Russell 1000 Value ETF
+0.44%
+$16,100.55 
RKLB Rocket Lab Corporation
+0.42%
+$1,461.24 
PFE Pfizer Inc.
+0.4%
+$2,498.4 
RTX RTX Corporation
+0.39%
+$20,334.72 
AVGO Broadcom Inc.
+0.37%
+$20,340 
PG Procter & Gamble Co
+0.37%
+$9,329.06 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$23,424.84 
OTIS Otis Worldwide Corporation
+0.36%
+$860.86 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$4,035.68 
BAC Bank of America Corporation
+0.36%
+$12,252.02 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$35,158.6 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,364.2 
XNTK SPDR NYSE Technology ETF
+0.33%
+$6,627.2 
RF Regions Financial Corporation
+0.32%
+$815.4 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$1,382.03 
GD General Dynamics Corporation
+0.32%
+$4,787.28 
MRK Merck & Co., Inc.
+0.32%
+$5,319.06 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$1,280.86 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$1,435.98 
JPM JPMorgan Chase & Co.
+0.27%
+$16,913.42 
BUFF Innovator Laddered Allocation Fund
+0.27%
+$28,013.44 
MTCH Match Group, Inc.
+0.25%
+$557 
FLIN Franklin FTSE India ETF
+0.25%
+$7,971.57 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$3,956.4 
CME CME Group Inc.
+0.21%
+$1,103.54 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
+0.21%
+$28,960.91 
JNJ Johnson & Johnson
+0.21%
+$8,018.37 
ADI Analog Devices, Inc.
+0.2%
+$415.87 
KBWB Invesco KBW Bank ETF
+0.2%
+$669.94 
CMI Cummins Inc.
+0.19%
+$464.83 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$1,500 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$2,559.66 
INTU Intuit Inc.
+0.18%
+$444.61 
T AT&T Inc.
+0.17%
+$2,494.92 
MS Morgan Stanley
+0.17%
+$5,065.95 
RDY Dr. Reddy's Laboratories Ltd.
+0.17%
+$231.92 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$484.5 
PTON Peloton Interactive, Inc.
+0.16%
+$370.94 
VICI Vici Properties Inc.
+0.15%
+$854.52 
CB Chubb Limited
+0.15%
+$3,611.95 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$16,503.24 
DELL Dell Technologies Inc.
+0.14%
+$3,583.44 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$11,446.44 
BDX Becton, Dickinson and Company
+0.1%
+$304.81 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1,013.37 
C Citigroup Inc.
+0.1%
+$1,396.87 
NUE Nucor Corporation
+0.1%
+$1,831.26 
WM Waste Management, Inc.
+0.1%
+$1,290.3 
WMT Walmart Inc.
+0.09%
+$5,240.9 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$2,349.32 
ABT Abbott Laboratories
+0.09%
+$725.67 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$75,626.94 
AEP American Electric Power Company, Inc.
+0.06%
+$387.17 
SPHB Invesco S&P 500 High Beta ETF
+0.05%
+$240.69 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$501.21 
HDV iShares Core High Dividend ETF
+0.04%
+$515.07 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$207.69 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$2,831.4 
DIS The Walt Disney Company
+0.03%
+$122.52 
CGNG Capital Group New Geography Equity ETF
+0.03%
+$2,810.7 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$451.04 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$351.16 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$27.28 
IYT iShares U.S. Transportation ETF
+0.01%
+$30.5 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BKT
BKT
0%
$0 
WIA Western Asset Inflation-Linked Income Fund
0%
$0 
CTVA Corteva Inc.
-11.9%
-$70,859.58 
AAPL Apple Inc.
-7.35%
-$2.49M 
ABTC Gryphon Digital Mining, Inc
-6.44%
-$281.77 
SYK Stryker Corporation
-6.42%
-$82,300.56 
OVID Ovid Therapeutics Inc.
-6.33%
-$1,666.65 
LIN Linde plc
-5.95%
-$62,214.58 
MU Micron Technology, Inc.
-5.9%
-$105,273.45 
EXEL Exelixis Inc.
-5.25%
-$29,285.35 
SNDK SanDisk Corporation
-5.09%
-$17,259.45 
SHOP Shopify Inc.
-4.29%
-$54,505.5 
VKTX Viking Therapeutics Inc.
-4.14%
-$7,888.46 
CLOV Clover Health Investments, Corp.
-3.92%
-$1,700 
FNV Franco-Nevada Corporation
-3.81%
-$59,535.76 
AEM Agnico Eagle Mines Limited
-3.63%
-$41,593.2 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$9,192 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$31,946.2 
ES Eversource Energy
-3.05%
-$9,054 
ETHV VanEck Ethereum ETF
-2.95%
-$48,862.93 
GPCR Structure Therapeutics Inc.
-2.89%
-$10,918.04 
IBIT iShares Bitcoin Trust
-2.89%
-$18,465.2 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$60,361.84 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$30,963.79 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$55,437.3 
AJG Arthur J. Gallagher & Co.
-2.75%
-$8,229.75 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$6,380.17 
INV Innventure Inc.
-2.72%
-$1,400.04 
EQIX Equinix, Inc.
-2.7%
-$9,463.75 
QCOM QUALCOMM Incorporated
-2.63%
-$42,760.94 
ABBV AbbVie Inc.
-2.51%
-$82,621.9 
ICE Intercontinental Exchange, Inc.
-2.42%
-$14,834.06 
AFRM Affirm Holdings, Inc.
-2.37%
-$16,564.8 
SATS EchoStar Corporation
-2.37%
-$13,535.43 
ARKK ARK Innovation ETF Fund
-2.28%
-$6,912.24 
PCG PG&E Corporation
-2.25%
-$6,603.2 
NEM Newmont Corporation
-2.14%
-$19,315.1 
SLV iShares Silver Trust
-2.13%
-$26,083.2 
TXT Textron Inc.
-2.1%
-$14,237.37 
CCJ Cameco Corporation
-2.1%
-$2,930.4 
HE Hawaiian Electric Industries Inc.
-2.05%
-$2,700 
NFLX Netflix, Inc.
-2%
-$54,076.94 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$7,746.85 
AMD Advanced Micro Devices, Inc.
-1.9%
-$40,572.93 
RBC RBC Bearings Incorporated
-1.89%
-$14,264.76 
CAVA Cava Group Inc.
-1.82%
-$12,553.75 
ARKG ARK Genomic Revolution ETF
-1.78%
-$3,350.2 
APD Air Products and Chemicals, Inc.
-1.77%
-$8,995.14 
UNH UnitedHealth Group Incorporated
-1.68%
-$16,451.91 
LEN Lennar Corporation
-1.67%
-$7,441 
ADM Archer-Daniels-Midland Co
-1.66%
-$9,883.84 
AON Aon plc
-1.64%
-$5,038.76 
AS Amer Sports, Inc.
-1.63%
-$6,996.79 
LRCX Lam Research Corporation
-1.58%
-$14,814.43 
NLY Annaly Capital Management, Inc.
-1.56%
-$7,781.76 
GLD SPDR Gold Shares
-1.49%
-$29,409.41 
NVS Novartis AG Sponsored ADR
-1.45%
-$34,185.27 
IEX IDEX Corporation
-1.42%
-$4,130.08 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$66,784.5 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$28,566.04 
TNYA Tenaya Therapeutics, Inc.
-1.33%
-$100 
MNST Monster Beverage Corporation
-1.3%
-$21,953.22 
AER AerCap Holdings N.V.
-1.29%
-$7,462.4 
HSY The Hershey Company
-1.23%
-$9,925.53 
MDLZ Mondelez International, Inc.
-1.22%
-$7,837.08 
TJX The TJX Companies, Inc.
-1.21%
-$7,357.4 
SHW The Sherwin-Williams Company
-1.16%
-$9,851.29 
FMTL First Trust Indxx Critical Metals ETF
-1.16%
-$33,990.24 
NEE NextEra Energy, Inc.
-1.15%
-$21,864.48 
OMC Omnicom Group Inc.
-1.14%
-$10,419.5 
DE Deere & Company
-1.13%
-$9,186.79 
ANVS Annovis Bio, Inc.
-1.13%
-$322.2 
TXN Texas Instruments Inc
-1.08%
-$11,735.8 
LOW Lowe's Companies Inc.
-1.08%
-$21,058.81 
MCK McKesson Corporation
-1.08%
-$11,827.09 
EDV Vanguard Extended Duration Treasury ETF
-1.06%
-$4,662.39 
DOC Healthpeak Properties, Inc.
-1.04%
-$6,915.38 
INTC Intel Corporation
-1.02%
-$7,844.55 
ARKW ARK Next Generation Internet ETF
-1.02%
-$1,979.64 
KO The Coca-Cola Company
-1.02%
-$6,965.1 
JSML Janus Henderson Small Cap Growth Alpha Fund
-1%
-$49,275.21 
UPS United Parcel Service, Inc.
-1%
-$6,831.3 
PPL PPL Corporation
-0.98%
-$8,462.65 
XOM Exxon Mobil Corporation
-0.97%
-$32,622.66 
ALC Alcon Inc.
-0.96%
-$4,415.3 
SN SharkNinja, Inc.
-0.95%
-$9,001.2 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$8,717 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$7,718.58 
CRSP Crispr Therapeutics AG
-0.93%
-$2,136.15 
VGM Invesco Trust for Investment Grade Municipals
-0.88%
-$1,123.92 
ATO Atmos Energy Corporation
-0.85%
-$3,451.34 
MGNR American Beacon GLG Natural Resources ETF
-0.83%
-$42,685.51 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$2,288.26 
FE FirstEnergy Corp.
-0.82%
-$7,112 
GILD Gilead Sciences Inc.
-0.81%
-$2,406.41 
KMB Kimberly-Clark Corporation
-0.8%
-$2,540.56 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$9,646.73 
CVS CVS Health Corporation
-0.75%
-$2,364.47 
SPGI S&P Global Inc.
-0.74%
-$4,601.94 
ED Consolidated Edison, Inc.
-0.74%
-$1,790.1 
MA Mastercard Incorporated
-0.74%
-$10,693.01 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$17,111.16 
EVTR Eaton Vance Total Return Fund
-0.7%
-$166,928.65 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$2,225.18 
DUK Duke Energy Corporation
-0.67%
-$41,852.16 
JBLU JetBlue Airways Corporation
-0.66%
-$549.56 
CGCB Capital Group Core Bond ETF
-0.66%
-$156,413.6 
WPC W. P. Carey Inc.
-0.65%
-$2,615.53 
AMGN Amgen Inc.
-0.64%
-$2,063.37 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$4,483.11 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$4,431.42 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$95,887 
GS The Goldman Sachs Group, Inc.
-0.63%
-$5,682.95 
HAS Hasbro Inc.
-0.62%
-$3,203.11 
EFA iShares MSCI EAFE ETF
-0.62%
-$3,381.84 
PM Philip Morris International Inc.
-0.61%
-$8,636.35 
DHR Danaher Corporation
-0.61%
-$1,336.37 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$3,631.68 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$17,019.61 
SCHF Schwab International Equity ETF
-0.58%
-$7,347.2 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$5,974.98 
SBUX Starbucks Corporation
-0.57%
-$1,746.6 
ULS Ul Solutions Inc.
-0.56%
-$4,951.44 
DGX Quest Diagnostics Inc.
-0.55%
-$1,447.39 
IYR iShares U.S. Real Estate ETF
-0.55%
-$1,150.15 
WAB Wabtec Corporation
-0.55%
-$4,960 
COF Capital One Financial Corporation
-0.54%
-$1,655.46 
LLY Eli Lilly and Company
-0.53%
-$11,322.11 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$8,154.09 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$62,747.74 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,916.87 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$6,142.08 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$1,003.5 
IWM iShares Russell 2000 ETF
-0.47%
-$16,173.92 
DFIV Dimensional International Value ETF
-0.47%
-$2,967.57 
PEP PepsiCo, Inc.
-0.46%
-$3,381.12 
DVY iShares Select Dividend ETF
-0.45%
-$3,986.53 
TRV The Travelers Companies, Inc.
-0.43%
-$11,639.83 
TEL TE Connectivity plc
-0.43%
-$3,043.8 
QSR Restaurant Brands International Inc.
-0.43%
-$1,365.13 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$5,723.06 
HD The Home Depot, Inc.
-0.42%
-$3,925.42 
MELI MercadoLibre, Inc.
-0.41%
-$918.04 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$1,126.13 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,206.62 
ETR Entergy Corporation
-0.38%
-$21,160.05 
VGT Vanguard Information Technology ETF
-0.38%
-$1,754.4 
AXP American Express Company
-0.38%
-$1,511.29 
MDT Medtronic plc
-0.37%
-$6,210.88 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,106.63 
GPC Genuine Parts Company
-0.37%
-$2,561.28 
ABNB Airbnb, Inc.
-0.37%
-$2,919.29 
TFC Truist Financial Corporation
-0.33%
-$5,071.39 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$957.33 
L Loews Corporation
-0.31%
-$4,321.42 
CEG Constellation Energy Corporation
-0.31%
-$1,081.35 
VXF Vanguard Extended Market ETF
-0.3%
-$1,075.65 
MTB M&T Bank Corporation
-0.29%
-$2,252.86 
COR Cencora, Inc.
-0.28%
-$982.57 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,433.96 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$566.99 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$1,721.2 
CCI Crown Castle Inc.
-0.27%
-$1,151.85 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$5,729.82 
VTV Vanguard Value ETF
-0.27%
-$11,635.78 
DUHP Dimensional US High Profitability ETF
-0.27%
-$1,532.3 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$955.51 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.26%
-$842.82 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$5,138.82 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.26%
-$1,697.02 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,121.75 
BX Blackstone Inc.
-0.25%
-$748.82 
IWN iShares Russell 2000 Value ETF
-0.25%
-$640.18 
A Agilent Technologies Inc.
-0.24%
-$560.34 
HUBB Hubbell Inc.
-0.24%
-$777.49 
COST Costco Wholesale Corporation
-0.24%
-$4,220.22 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$802.54 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$27,439.42 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$1,065.6 
VB Vanguard Small-Cap ETF
-0.22%
-$2,332.37 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$636.51 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$1,097.99 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$549 
SYSB iShares Systematic Bond ETF
-0.22%
-$569.24 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$20,820.41 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$2,535.66 
MKL Markel Group Inc.
-0.2%
-$1,394.32 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.2%
-$4,285.62 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$415.56 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$13,467.84 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,241.52 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$15,025.4 
EPD Enterprise Products Partners L.P.
-0.18%
-$573.8 
JMID JHI Mid Cap Growth Alpha ETF
-0.18%
-$13,590.17 
BKNG Booking Holdings Inc.
-0.18%
-$677.32 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$4,623.39 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$2,588.56 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$663.81 
AVMV Avantis U.S. Mid Cap Value ETF
-0.16%
-$13,085.93 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$721.17 
TPR Tapestry Inc.
-0.14%
-$628.74 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$3,245.49 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$3,802.24 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,011.48 
BCE BCE Inc.
-0.09%
-$286.16 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$248.35 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$605.4 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$880.18 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$167.44 
UFO Procure Space ETF
-0.07%
-$2,358.75 
UHAL U-Haul Holding Company
-0.06%
-$143.36 
ROKU Roku, Inc.
-0.06%
-$354.89 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$3,422.35 
VO Vanguard Mid-Cap ETF
-0.05%
-$249.24 
HOOD Robinhood Markets, Inc.
-0.05%
-$122.92 
V Visa Inc. Class A
-0.04%
-$1,817.91 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$601.09 
UTES Virtus Reaves Utilities ETF
-0.03%
-$2,448.62 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$155.44 
USTB VictoryShares Short-Term Bond ETF
-0.02%
-$1,245.18 
TGT Target Corporation
-0.01%
-$109.15 
UBER Uber Technologies, Inc.
-0.01%
-$131.4 Events
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Dividends
Dividend Analysis
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| Trades 3816 | Longs Won 2708/3816 70% | Profit Factor 12.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $429,031.85 |
| Average Win $117,373.27 | Best Trade (Aug 28) $14.29M | Sharpe Ratio -13.17 |
| Average Loss -$23,775.73 | Worst Trade (Aug 03) -$1.27M | Z-Score 19.41 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4w | Expectancy $76,389.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 1,648 | $219,096.45 | $228,033.76 | - | $8,937.31 | 4.08% | -0.245% |
| AA Alcoa Corporation | 6,923 | $457,995.9 | $313,334.98 | - | -$144,660.92 | -31.59% | +0.645% |
| AAPL Apple Inc. | 101,357 | $20.49M | $31.31M | - | $10.82M | 52.82% | -7.354% |
| ABBV AbbVie Inc. | 12,770 | $2.13M | $3.2M | - | $1.07M | 50.45% | -2.513% |
| ABNB Airbnb, Inc. | 5,213 | $669,611.2 | $789,873.76 | - | $120,262.56 | 17.96% | -0.368% |
| ABT Abbott Laboratories | 8,063 | $874,380.59 | $852,259.1 | - | -$22,121.49 | -2.53% | +0.085% |
| ABTC Gryphon Digital Mining, Inc | 741.49 | $10,230.32 | $4,093.02 | - | -$6,137.3 | -59.99% | -6.441% |
| ADBE Adobe Inc. | 1,351 | $748,850.56 | $338,303.91 | - | -$410,546.65 | -54.82% | +1.013% |
| ADI Analog Devices, Inc. | 562 | $223,209 | $206,484.42 | - | -$16,724.58 | -7.49% | +0.202% |
| ADM Archer-Daniels-Midland Co | 7,376 | $563,528 | $584,695.52 | - | $21,167.52 | 3.76% | -1.662% |
| ADP Automatic Data Processing Inc. | 1,211 | $271,206 | $322,683.05 | - | $51,477.05 | 18.98% | +0.982% |
| AEM Agnico Eagle Mines Limited | 7,590 | $477,337.39 | $1.1M | - | $625,261.91 | 130.99% | -3.635% |
| AEP American Electric Power Company, Inc. | 5,531 | $756,696 | $707,138.35 | - | -$49,557.65 | -6.55% | +0.055% |
| AER AerCap Holdings N.V. | 3,788 | $443,196 | $571,609.16 | - | $128,413.16 | 28.97% | -1.289% |
| AFRM Affirm Holdings, Inc. | 9,520 | $471,684.2 | $680,775.2 | - | $209,091 | 44.33% | -2.375% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,487 | $446,896.04 | $436,899.19 | - | -$9,996.85 | -2.24% | -0.256% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 4,889 | $215,156.4 | $208,271.4 | - | -$6,885 | -3.2% | -0.199% |
| AIQ Global X Artificial Intelligence & Technology ETF | 175,793 | $8.67M | $10.35M | - | $1.68M | 19.34% | +0.341% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 58,189 | $4.46M | $6.81M | - | $2.35M | 52.74% | +1.588% |
| AJG Arthur J. Gallagher & Co. | 1,169 | $306,012.38 | $291,571.98 | - | -$14,440.4 | -4.72% | -2.745% |
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FAQ
Which stocks have generated the highest profits for Rob C. Alston Jr?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan U.S. Quality Factor ETF - $4.75M, Entergy Corporation - $3.55M, Dimensional U.S. Equity Market ETF - $2.84M, Schwab Fundamental U.S. Large Company Index ETF - $1.91M, and Invesco KBW Bank ETF - $1.65M. 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: Viking Therapeutics Inc - $413,354.48, Intuit Inc - $380,346.79, Adobe Inc - $376,521, Comcast Corp - $369,375.58, and Intel Corporation - $351,059.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rob C. Alston Jr's portfolio generate?
The portfolio generates substantial dividend income, with a total of $30.31M earned over time. The largest contributors to dividend income include JPMorgan U.S. Quality Factor ETF - $1.97M, Eaton Vance Total Return Fund - $1.25M, Dimensional U.S. Equity Market ETF - $1.05M, PIMCO Multisector Bond Active ETF - $812,819.88, and Capital Group Core Plus Income ETF - $729,031.75. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rob C. Alston Jr's monthly returns?
Rob C. Alston Jr's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Rob C. Alston Jr's strategy be considered aggressive or moderate?
Rob C. Alston Jr's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Rob C. Alston Jr's strategy?
Rob C. Alston Jr's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
