Andrew Bowers Portfolio
Invests via BridgePort Financial Solutions, LLC | Managed by BridgePort Financial Solutions, LLC
Invests via BridgePort Financial Solutions, LLC
Managed by BridgePort Financial Solutions, LLC
Automatically Tracked
Andrew Bowers Profile
Former Spotify monetization executive and tech operator, Andrew Bowers brings product-led growth experience to investor and advisory roles. He led ad product, partnerships and revenue initiatives at consumer internet companies, focusing on scaling digital advertising, platform economics and subscription conversion. Background combines product management and go-to-market execution with angel investments in media-tech and mobile apps. Market-relevant expertise in user monetization, adtech stacks and commercial partnerships for growth-stage digital businesses.
Former Spotify monetization executive and tech operator, Andrew Bowers brings product-led growth experience to investor and advisory roles. He led ad product, partnerships and revenue initiatives at consumer internet companies, focusing on scaling digital advertising, platform economics and subscription conversion. Background combines product management and go-to-market execution with angel investments in media-tech and mobile apps. Market-relevant expertise in user monetization, adtech stacks and commercial partnerships for growth-stage digital businesses.
Investment Philosophy & Strategy
Operator-investor approach focused on product-led monetization and scalable go-to-market execution. Prioritizes growth-stage media-tech, adtech and consumer apps where subscription conversion and ad stack optimization drive unit economics. Deploys concentrated seed-to-Series-A checks with follow-on reserve, coupling capital with hands-on product, partnerships and revenue playbooks. Underwrites opportunities by product-market fit, measurable ARPU expansion levers, and clear platform economics; time horizon favors accelerated scaling to monetization inflection and strategic exits.
Operator-investor approach focused on product-led monetization and scalable go-to-market execution. Prioritizes growth-stage media-tech, adtech and consumer apps where subscription conversion and ad stack optimization drive unit economics. Deploys concentrated seed-to-Series-A checks with follow-on reserve, coupling capital with hands-on product, partnerships and revenue playbooks. Underwrites opportunities by product-market fit, measurable ARPU expansion levers, and clear platform economics; time horizon favors accelerated scaling to monetization inflection and strategic exits.
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:
2.63%
Gain
Monthly
0.14%
Yearly
1.7%
Drawdown
22.09%
$389.42M
Equity
Holdings
$389.42M
Investment
$325.72M
$69.54M
Profit -$1.57M
Realized
$5.84M
Unrealized
$63.7M
Dividends
$8.75M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.57M
Win %
72%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$1.59M
Win %
72%
This Month
Compared to last month
Gain
0.12%
Profit
$461,893.35
Win %
72%
This Year
Compared to last year
Gain
10.68%
Profit
$37.59M
Win %
73%
ABT Abbott Laboratories
+10.28%
+$24,014.88 
SMA SmartStop Self Storage REIT Inc.
+5.01%
+$16,339.38 
MRK Merck & Co., Inc.
+3.52%
+$40,478.02 
IBM International Business Machines Corporation
+3.48%
+$36,819.13 
FRME First Merchants Corporation
+3.37%
+$85,707.82 
WPC W. P. Carey Inc.
+3.36%
+$67,327.76 
CRM Salesforce Inc
+3.19%
+$17,876.03 
GILD Gilead Sciences Inc.
+3.11%
+$12,961.21 
T AT&T Inc.
+3.06%
+$7,769.61 
ISRG Intuitive Surgical, Inc.
+2.93%
+$5,633.1 
AMGN Amgen Inc.
+2.92%
+$16,092.37 
NSC Norfolk Southern Corporation
+2.9%
+$9,505.94 
PEP PepsiCo, Inc.
+2.87%
+$7,112.06 
COST Costco Wholesale Corporation
+2.86%
+$7,147.15 
VZ Verizon Communications Inc.
+2.8%
+$13,352.4 
MO Altria Group, Inc.
+2.71%
+$19,823.89 
SBUX Starbucks Corporation
+2.69%
+$20,598.44 
KO The Coca-Cola Company
+2.69%
+$20,546.34 
TJX The TJX Companies, Inc.
+2.65%
+$6,452 
INDB Independent Bank Corp.
+2.59%
+$9,693.06 
BMY Bristol-Myers Squibb Company
+2.59%
+$20,591.44 
MCD McDonald's Corporation
+2.42%
+$15,455.24 
MA Mastercard Incorporated
+2.4%
+$5,366.78 
WMT Walmart Inc.
+2.4%
+$10,824.3 
GSK GSK plc Sponsored ADR
+2.34%
+$10,429.27 
LOW Lowe's Companies Inc.
+2.33%
+$17,504.56 
DIS The Walt Disney Company
+2.15%
+$15,351.05 
AAPL Apple Inc.
+2.05%
+$303,831.6 
MSIF MSC Income Fund Inc.
+2.02%
+$3,901.95 
V Visa Inc. Class A
+2.02%
+$17,506.18 
UL Unilever PLC Sponsored American Depositary Receipt
+1.98%
+$8,210.97 
DOV Dover Corporation
+1.87%
+$7,495.38 
FSK FS KKR Capital Corp.
+1.84%
+$3,431.4 
MSFT Microsoft Corp.
+1.8%
+$93,411.42 
FVD First Trust Value Line Dividend Index Fund
+1.8%
+$27,091.68 
PG Procter & Gamble Co
+1.76%
+$10,873.25 
DVY iShares Select Dividend ETF
+1.62%
+$6,216.93 
EMR Emerson Electric Co.
+1.56%
+$3,554.97 
NVO Novo Nordisk A/S Sponsored ADR
+1.55%
+$6,002.9 
CVX Chevron Corporation
+1.43%
+$3,835.78 
BRK-B Berkshire Hathaway Inc.
+1.41%
+$126,703.41 
HD The Home Depot, Inc.
+1.28%
+$11,589.56 
VRTX Vertex Pharmaceuticals Incorporated
+1.22%
+$7,151.42 
UNH UnitedHealth Group Incorporated
+1.18%
+$7,724.86 
JNJ Johnson & Johnson
+1.18%
+$14,232.79 
XOM Exxon Mobil Corporation
+1.15%
+$24,031.96 
NLY Annaly Capital Management, Inc.
+1.14%
+$7,692.69 
XLE Energy Select Sector SPDR Fund
+1.12%
+$3,136.9 
PFE Pfizer Inc.
+1.09%
+$35,376.48 
IWN iShares Russell 2000 Value ETF
+1.03%
+$4,616.66 
EXPE Expedia Group, Inc.
+1.03%
+$5,847.18 
USMV iShares MSCI USA Min Vol Factor ETF
+0.86%
+$72,211.18 
LLY Eli Lilly and Company
+0.85%
+$6,745.31 
MMM 3M Company
+0.82%
+$5,702.4 
DE Deere & Company
+0.81%
+$2,287.22 
IVE ISHARES S&P 500 VALUE ETF
+0.78%
+$26,703 
GD General Dynamics Corporation
+0.75%
+$2,583.82 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.73%
+$3,700.35 
CFO VictoryShares US 500 Enhanced ETF
+0.72%
+$10,133.04 
BKNG Booking Holdings Inc.
+0.7%
+$3,469.5 
WFC Wells Fargo & Company
+0.59%
+$2,769.67 
PVAL Putnam Focused Large Cap Value ETF
+0.55%
+$107,739.4 
VFMF Vanguard U.S. Multifactor ETF
+0.54%
+$4,088.55 
IJR iShares Core S&P Small-Cap ETF
+0.53%
+$16,865.94 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$20,786.22 
FSCO FS Credit Opportunities Corp.
+0.42%
+$244.74 
AZN AstraZeneca PLC American Depositary Shares
+0.41%
+$1,306.86 
AXP American Express Company
+0.39%
+$2,832.69 
VTV Vanguard Value ETF
+0.38%
+$6,195.1 
IJH iShares Core S&P Mid-Cap ETF
+0.24%
+$2,862.9 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.23%
+$806.25 
IWR iShares Russell Mid-Cap ETF
+0.22%
+$674.64 
QUAL iShares MSCI USA Quality Factor ETF
+0.22%
+$4,933.44 
BRK-A Berkshire Hathaway Inc.
+0.19%
+$1,410.02 
NFLX Netflix, Inc.
+0.19%
+$560.42 
LMT Lockheed Martin Corporation
+0.17%
+$830.68 
SPGP Invesco S&P 500 GARP ETF
+0.17%
+$1,684.48 
VB Vanguard Small-Cap ETF
+0.11%
+$6,109.76 
CVS CVS Health Corporation
+0.09%
+$372.33 
SRE Sempra
+0.05%
+$138.35 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.04%
+$113.54 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.04%
+$1,191.64 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.03%
+$167.18 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$74 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$91.61 
EDGF 3Edge Dynamic Fixed Income ETF
+0.02%
+$45.02 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$291.96 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$101.92 
NUSC Nuveen ESG Small-Cap ETF
+0.02%
+$50.76 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$195.84 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$31.18 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$34.28 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$106.3 
SHV iShares Short Treasury Bond ETF
+0.01%
+$9.7 
AAPR
0%
$0 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ULST SPDR SSgA Ultra Short Term Bond ETF
0%
$0 
ZNOV
0%
$0 
ZOCT
0%
$0 
MU Micron Technology, Inc.
-6.56%
-$77,854.12 
GE General Electric Company
-5.47%
-$40,702.1 
BAI iShares A.I. Innovation and Tech Active ETF
-5.39%
-$79,233 
LRCX Lam Research Corporation
-5.23%
-$51,000.27 
GS The Goldman Sachs Group, Inc.
-5.08%
-$15,973.22 
GOOGL Alphabet Inc
-4.51%
-$303,281.44 
GOOG Alphabet Inc
-4.5%
-$262,037.54 
CAT Caterpillar Inc.
-4.21%
-$20,153.03 
QCOM QUALCOMM Incorporated
-3.97%
-$48,982.28 
JBL Jabil Inc.
-3.92%
-$50,227.61 
SLV iShares Silver Trust
-3.81%
-$12,978.78 
ARKK ARK Innovation ETF Fund
-3.78%
-$28,315.07 
MTUM iShares MSCI USA Momentum Factor ETF
-3.36%
-$57,918.06 
PWR Quanta Services Inc.
-3.14%
-$8,290.6 
AMAT Applied Materials, Inc.
-3.04%
-$43,454.38 
CMI Cummins Inc.
-2.99%
-$10,694.35 
ITA iShares U.S. Aerospace & Defense ETF
-2.85%
-$37,071 
ANET Arista Networks, Inc.
-2.79%
-$20,126.4 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.73%
-$12,253.8 
NVDA NVIDIA Corporation
-2.68%
-$191,240.9 
GEV GE Vernova Inc.
-2.57%
-$14,141 
META Meta Platforms Inc Class A
-2.45%
-$48,605.04 
IYW iShares U.S. Technology ETF
-2.44%
-$60,192.75 
MSTR Strategy Inc.
-2.4%
-$5,452.2 
CGGO Capital Group Global Growth Equity ETF
-2.34%
-$24,954.18 
EEM iShares MSCI Emerging Markets ETF
-2.28%
-$5,277.35 
CSCO Cisco Systems, Inc.
-2.24%
-$14,445 
IWF iShares Russell 1000 Growth ETF
-2.12%
-$5,386.72 
IEMG iShares Core MSCI Emerging Markets ETF
-2.11%
-$146,867.28 
FTEC Fidelity MSCI Information Technology Index ETF
-2.06%
-$40,294.8 
GLD SPDR Gold Shares
-1.96%
-$25,531 
CWB SPDR Bloomberg Convertible Securities ETF
-1.92%
-$23,867.64 
IAU iShares Gold Trust
-1.91%
-$65,530.64 
ILCG iShares Morningstar Growth ETF
-1.91%
-$5,478.96 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.78%
-$69,061.2 
QQQ Invesco QQQ Trust, Series 1
-1.77%
-$31,940.7 
IWO iShares Russell 2000 Growth ETF
-1.7%
-$6,736.61 
BLCR iShares Large Cap Core ACT ETF
-1.63%
-$14,938.02 
IDEF iShares U.S. Defense & Aerospace Index ETF
-1.55%
-$12,132.89 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-1.48%
-$6,543.05 
VUG Vanguard Growth ETF
-1.46%
-$85,539.84 
RTX RTX Corporation
-1.45%
-$34,232.62 
ASML ASML Holding N.V. New York Registry Shares
-1.29%
-$5,731.78 
IXUS iShares Core International Stock ETF
-1.25%
-$2,851.24 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.25%
-$3,822.04 
JPM JPMorgan Chase & Co.
-1.24%
-$18,111.13 
IBIT iShares Bitcoin Trust
-1.24%
-$12,305.02 
EFG iShares MSCI EAFE Growth ETF
-1.22%
-$24,071.85 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.21%
-$53,434.34 
BA Boeing Company
-1.21%
-$6,537.44 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.2%
-$3,078.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.2%
-$63,820.55 
VWO Vanguard FTSE Emerging Markets ETF
-1.19%
-$12,715.39 
THRO iShares U.S. Thematic Rotation Active ETF
-1.11%
-$13,629.12 
AMZN Amazon.com Inc
-1.11%
-$45,802.6 
BLK BlackRock, Inc.
-1.09%
-$9,109.19 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.07%
-$126,142.89 
TSLA Tesla, Inc.
-0.91%
-$5,621.92 
EFA iShares MSCI EAFE ETF
-0.91%
-$11,541.55 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.89%
-$46,556.73 
FELC Fidelity Enhanced Large Cap Core ETF
-0.88%
-$7,501.12 
IEFA iShares Core MSCI EAFE ETF
-0.87%
-$2,453.88 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.86%
-$2,985.95 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.86%
-$55,028.55 
VT Vanguard Total World Stock ETF
-0.84%
-$3,519.09 
OEF iShares S&P 100 ETF
-0.82%
-$24,468.7 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.76%
-$3,218.25 
RY Royal Bank of Canada
-0.75%
-$2,338.37 
URTH iShares MSCI World ETF
-0.71%
-$3,140.7 
IVV iShares Core S&P 500 ETF
-0.68%
-$242,663.65 
VOO Vanguard S&P 500 ETF
-0.68%
-$100,101.55 
SPY SPDR S&P 500 ETF Trust
-0.67%
-$32,418.21 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.67%
-$26,376.9 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.64%
-$4,488.7 
OPPE WisdomTree European Opportunities Fund
-0.64%
-$1,537.75 
SCHB Schwab U.S. Broad Market ETF
-0.63%
-$1,721.24 
PCIG Polen Capital International Growth ETF
-0.63%
-$1,140.64 
IYY iShares Dow Jones U.S. ETF
-0.61%
-$1,721.01 
SUSA iShares MSCI USA ESG Select ETF
-0.56%
-$2,595.21 
VXF Vanguard Extended Market ETF
-0.54%
-$4,682.34 
EFV iShares MSCI EAFE Value ETF
-0.54%
-$17,230.73 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.51%
-$1,370.93 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.41%
-$2,384 
FESM Fidelity Enhanced Small Cap ETF
-0.36%
-$2,268.99 
IWM iShares Russell 2000 ETF
-0.31%
-$3,344.21 
BUFR FT Vestladder Buffer ETF-USD I
-0.3%
-$9,447.57 
BFRZ Innovator Equity Managed 100 Buffer ETF
-0.29%
-$834.03 
AOK iShares Core Conservative Allocation ETF
-0.29%
-$908.9 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
-0.25%
-$567.45 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.23%
-$570.98 
CION Cion Investment Corporation
-0.23%
-$183.5 
BAC Bank of America Corporation
-0.2%
-$835.44 
AJAN Innovator Equity Defined Protection Fund 2YJ26
-0.18%
-$565.45 
SPBW AllianzIM Buffer20 Allocation ETF
-0.17%
-$592.15 
BNDX Vanguard Total International Bond ETF
-0.17%
-$859.91 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$2,787.12 
MUB iShares National Muni Bond ETF
-0.14%
-$684.9 
VTEB Vanguard Tax-Exempt Bond ETF
-0.13%
-$902.39 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
-0.13%
-$269.69 
EXEL Exelixis Inc.
-0.13%
-$789.88 
TLH iShares 10-20 Year Treasury Bond ETF
-0.11%
-$440.55 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.1%
-$234.81 
JAJL Innovator EDP ETF - 6M January/July
-0.1%
-$756.44 
BKCG BNY Mellon Concentrated Growth ETF
-0.09%
-$214.36 
MBB iShares MBS ETF
-0.08%
-$295.05 
IEF iShares 7-10 Year Treasury Bond ETF
-0.07%
-$311.15 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$1,267.14 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$209.4 
JQUA JPMorgan U.S. Quality Factor ETF
-0.06%
-$3,908.43 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$358.38 
VO Vanguard Mid-Cap ETF
-0.06%
-$676.26 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.05%
-$570.46 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.05%
-$126.96 
IBHG iShares iBonds 2027 High Yield Income
-0.04%
-$545.8 
PLTR Palantir Technologies Inc.
-0.04%
-$433.85 
JCPB JPMorgan Core Plus Bond ETF
-0.04%
-$6,897.58 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$265.55 
SPBX AllianzIM 6 Month Buffer10 Allocation ETF
-0.03%
-$92.27 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$463.95 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.03%
-$104.95 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$253.65 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
-0.02%
-$66.05 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.02%
-$1,434.9 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$77.42 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$69.93 
FLOT iShares Floating Rate Bond ETF
-0.01%
-$25.8 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$171.02 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.01%
-$82.75 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$16.8 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.01%
-$14.74 Events
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Dividends
Dividend Analysis
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| Trades 1056 | Longs Won 746/1056 70% | Profit Factor 13.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $310,401.11 |
| Average Win $100,509.92 | Best Trade (Jul 15) $7.64M | Sharpe Ratio -10.09 |
| Average Loss -$17,556.97 | Worst Trade (Jul 10) -$679,128.95 | Z-Score 10.95 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 5d | Expectancy $65,850.13 |
| 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 | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
Hover over the desired column for a detailed explanation.
Returns
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