Brandon Hatton Portfolio
Invests via CONSCIOUS WEALTH INVESTMENTS, LLC | Managed by Brandon Hatton
Invests via CONSCIOUS WEALTH INVESTMENTS, LLC
Managed by Brandon Hatton
Automatically Tracked
Brandon Hatton Profile
Operator-turned-investor focused on early-stage fintech and payments, advising and deploying capital into seed and Series A companies across payments, B2B SaaS and consumer finance. Brandon Hatton combines founder-level operating experience with angel and syndicate investing, emphasizing product-market fit, go-to-market scaling and capital-efficient unit economics for growth-stage startups.
Operator-turned-investor focused on early-stage fintech and payments, advising and deploying capital into seed and Series A companies across payments, B2B SaaS and consumer finance. Brandon Hatton combines founder-level operating experience with angel and syndicate investing, emphasizing product-market fit, go-to-market scaling and capital-efficient unit economics for growth-stage startups.
Investment Philosophy & Strategy
Operator-turned-angel who targets seed and Series A fintech, payments, B2B SaaS and consumer finance opportunities, prioritizing founders with demonstrable product-market fit and repeatable go-to-market motion. Allocations favor capital-efficient businesses with clear unit-economics and fast customer acquisition payback; investment decisions blend hands-on scaling support, metric-driven underwriting and staged capital to de-risk execution while preserving upside for follow-on rounds.
Operator-turned-angel who targets seed and Series A fintech, payments, B2B SaaS and consumer finance opportunities, prioritizing founders with demonstrable product-market fit and repeatable go-to-market motion. Allocations favor capital-efficient businesses with clear unit-economics and fast customer acquisition payback; investment decisions blend hands-on scaling support, metric-driven underwriting and staged capital to de-risk execution while preserving upside for follow-on rounds.
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:
7.53%
Gain
Monthly
0.24%
Yearly
2.9%
Drawdown
27.33%
$195.94M
Equity
Holdings
$195.94M
Investment
$149.21M
$56.12M
Profit -$545,926.74
Realized
$9.39M
Unrealized
$46.73M
Dividends
$6.22M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$545,926.74
Win %
64%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$577,679.67
Win %
64%
This Month
Compared to last month
Gain
-1.19%
Profit
-$2.37M
Win %
64%
This Year
Compared to last year
Gain
15.14%
Profit
$25.77M
Win %
62%
CRM Salesforce Inc
+3.81%
+$143,146.64 
TMUS T-Mobile US, Inc.
+3.04%
+$103,715.35 
GMED Globus Medical Inc.
+2.88%
+$101,487.85 
AN AutoNation Inc.
+2.82%
+$122,876.18 
CPRT Copart Inc.
+2.79%
+$91,237.24 
MO Altria Group, Inc.
+2.65%
+$11,743.6 
INGR Ingredion Inc.
+2.6%
+$69,641.94 
FITB Fifth Third Bancorp
+2.51%
+$5,849.1 
MCD McDonald's Corporation
+2.5%
+$12,220.56 
KO The Coca-Cola Company
+2.49%
+$19,460.65 
HSY The Hershey Company
+2.46%
+$5,815.73 
COST Costco Wholesale Corporation
+2.41%
+$5,172.57 
PEP PepsiCo, Inc.
+2.34%
+$82,806.74 
MSFT Microsoft Corp.
+2.09%
+$89,547.67 
SYY Sysco Corporation
+2.07%
+$17,261.12 
DIS The Walt Disney Company
+1.77%
+$7,378.8 
AAPL Apple Inc.
+1.65%
+$95,461.2 
HD The Home Depot, Inc.
+1.52%
+$102,785.85 
ESS Essex Property Trust, Inc.
+1.42%
+$3,615.04 
LLY Eli Lilly and Company
+1.24%
+$57,430.49 
ACGL Arch Capital Group Ltd
+0.89%
+$34,444.96 
PFE Pfizer Inc.
+0.85%
+$30,797.97 
RSP Invesco S&P 500 Equal Weight ETF
+0.67%
+$5,447.77 
AXP American Express Company
+0.64%
+$25,604.49 
AMZN Amazon.com Inc
+0.61%
+$32,018.86 
EOG EOG Resources, Inc.
+0.57%
+$23,557.56 
DAL Delta Air Lines, Inc.
+0.55%
+$3,384 
EQWL Invesco S&P 100 Equal Weight ETF
+0.54%
+$19,882.41 
NFLX Netflix, Inc.
+0.53%
+$21,938.28 
AMT American Tower Corporation
+0.33%
+$7,757.75 
GOOG Alphabet Inc
+0.29%
+$14,632.09 
GOOGL Alphabet Inc
+0.27%
+$2,079.53 
XLB Materials Select Sector SPDR Fund
+0.22%
+$4,741.44 
BRK-B Berkshire Hathaway Inc.
+0.16%
+$1,133.14 
GE General Electric Company
-5.88%
-$45,272.7 
AMD Advanced Micro Devices, Inc.
-5.82%
-$697,824.72 
ETN Eaton Corporation plc
-4.29%
-$233,414.74 
CAT Caterpillar Inc.
-4.13%
-$24,852.66 
GEV GE Vernova Inc.
-3.16%
-$7,363.72 
AMAT Applied Materials, Inc.
-2.66%
-$214,662.16 
ANET Arista Networks, Inc.
-2.54%
-$143,097.5 
NVDA NVIDIA Corporation
-2.41%
-$172,881.92 
KLAC KLA Corporation
-2.27%
-$157,641 
VGT Vanguard Information Technology ETF
-1.84%
-$7,104.8 
META Meta Platforms Inc Class A
-1.7%
-$6,513.92 
QQQ Invesco QQQ Trust, Series 1
-1.23%
-$29,686.56 
TT Trane Technologies plc
-0.94%
-$8,036.82 
YUM Yum! Brands, Inc.
-0.71%
-$29,834.72 
PANW Palo Alto Networks, Inc.
-0.66%
-$62,229.64 
BLK BlackRock, Inc.
-0.43%
-$17,315.87 
SPY SPDR S&P 500 ETF Trust
-0.28%
-$39,938.08 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$4,551.93 
NEE NextEra Energy, Inc.
-0.16%
-$4,438.74 
SCHW Charles Schwab Corporation
-0.15%
-$6,020.2 
MUB iShares National Muni Bond ETF
-0.13%
-$782.73 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$666.85 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.09%
-$5,685.3 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$2,117.76 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 478 | Longs Won 305/478 63% | Profit Factor 6.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $601,633.46 |
| Average Win $219,795.89 | Best Trade (Jul 13) $8.04M | Sharpe Ratio -10.03 |
| Average Loss -$63,107.04 | Worst Trade (Jul 13) -$1.21M | Z-Score -0.32 (25.45%) |
| Commissions $0 | Avg. Trade Length 1y 2m 6d | Expectancy $117,406.33 |
| 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 | 3,106 | 2,795 | 2,484 | 2,174 | 1,863 | 1,553 | 1,242 | 932 | 621 | 311 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
