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:
43.59%
Gain -0.71%
Monthly
1.12%
Yearly
14.32%
Drawdown
17.34%
$193.71M
Equity
Holdings
$193.71M
Investment
$147.86M
$53.64M
Profit -$1.19M
Realized
$7.78M
Unrealized
$45.85M
Dividends
$6.41M
Goals
Avg. 42.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.71%
Profit
-$1.19M
Win %
66%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$1.19M
Win %
66%
This Month
Compared to last month
Gain
-1.88%
Profit
-$3.72M
Win %
66%
This Year
Compared to last year
Gain
-3.06%
Profit
-$5.98M
Win %
63%
KLAC KLA Corporation
+4.01%
+$238,199.64 
ANET Arista Networks, Inc.
+3.31%
+$208,136.73 
ETN Eaton Corporation plc
+3.22%
+$183,983 
EOG EOG Resources, Inc.
+0.83%
+$34,629.46 
META Meta Platforms Inc Class A
+0.71%
+$2,851.81 
DIS The Walt Disney Company
+0.34%
+$1,778.35 
INTC Intel Corporation
+0.2%
+$386.84 
ABBV AbbVie Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$0.01 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
AN AutoNation Inc.
0%
+$0.08 
AXP American Express Company
0%
$0 
BLK BlackRock, Inc.
0%
-$0.07 
CAT Caterpillar Inc.
0%
-$0.01 
COST Costco Wholesale Corporation
0%
$0 
CPRT Copart Inc.
0%
$0 
CRM Salesforce Inc
0%
+$0.12 
DAL Delta Air Lines, Inc.
0%
$0 
ESS Essex Property Trust, Inc.
0%
+$0.01 
FITB Fifth Third Bancorp
0%
$0 
GE General Electric Company
0%
-$0.02 
GMED Globus Medical Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HSY The Hershey Company
0%
$0 
INGR Ingredion Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LLY Eli Lilly and Company
0%
-$0.15 
MCD McDonald's Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.02 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.24 
PEP PepsiCo, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SYY Sysco Corporation
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TT Trane Technologies plc
0%
+$0.02 
YUM Yum! Brands, Inc.
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
DSI iShares MSCI KLD 400 Social ETF
0%
+$0.01 
EQWL Invesco S&P 100 Equal Weight ETF
0%
-$0.29 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
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 
XLB Materials Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.09 
XLI Industrial Select Sector SPDR Fund
0%
-$0.09 
GEV GE Vernova Inc.
0%
+$0.01 
BRK-B Berkshire Hathaway Inc.
0%
$0 
GOOGL Alphabet Inc
-3.84%
-$31,501.1 
AMZN Amazon.com Inc
-2.09%
-$117,348.58 
AAPL Apple Inc.
-1.09%
-$60,142.55 
MO Altria Group, Inc.
-0.78%
-$3,178.32 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$8,242.52 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$45,433.71 
NVDA NVIDIA Corporation
-0.02%
-$1,659.75 
ACGL Arch Capital Group Ltd
-0.01%
-$187.53 Events
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Dividends
Dividend Analysis
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| Trades 540 | Longs Won 354/540 65% | Profit Factor 5.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $531,912.07 |
| Average Win $185,607.44 | Best Trade (Sep 10) $7.18M | Sharpe Ratio -9.77 |
| Average Loss -$64,892.15 | Worst Trade (Jun 30) -$1.05M | Z-Score 0.63 (47.31%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 3d | Expectancy $99,324.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,985 | 2,687 | 2,388 | 2,090 | 1,791 | 1,493 | 1,194 | 896 | 597 | 299 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,953 | $4.65M | $5.47M | - | $823,310.36 | 17.7% | -1.087% |
| ABBV AbbVie Inc. | 1,004 | $257,124 | $248,961.88 | - | -$8,162.12 | -3.17% | 0.0 |
| ACGL Arch Capital Group Ltd | 37,506 | $2.94M | $3.68M | - | $744,147.81 | 25.31% | -0.005% |
| AMAT Applied Materials, Inc. | 13,929 | $2.18M | $7.27M | - | $5.09M | 233.36% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 22,615 | $4.6M | $10.62M | - | $6.02M | 130.82% | 0.0 |
| AMGN Amgen Inc. | 607 | $222,308 | $253,240.4 | - | $30,932.4 | 13.91% | 0.0 |
| AMT American Tower Corporation | 13,697 | $2.84M | $2.32M | - | -$526,761.11 | -18.53% | 0.0 |
| AMZN Amazon.com Inc | 20,163 | $3.33M | $5.49M | - | $2.16M | 64.89% | -2.093% |
| AN AutoNation Inc. | 20,521 | $3.12M | $4.27M | - | $1.15M | 36.71% | 0.0 |
| ANET Arista Networks, Inc. | 32,881 | $2.57M | $6.51M | - | $3.94M | 153.49% | +3.305% |
| AXP American Express Company | 10,971 | $2.07M | $3.72M | - | $1.64M | 79.35% | 0.0 |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 4,754 | $435,276 | $434,895.92 | - | -$380.08 | -0.09% | 0.0 |
| BLK BlackRock, Inc. | 3,588 | $3.58M | $4.06M | - | $478,570.14 | 13.36% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 1,645 | $782,289.73 | $870,895.9 | - | $88,606.17 | 11.33% | 0.0 |
| CAT Caterpillar Inc. | 732 | $296,051.35 | $613,108.56 | - | $317,057.21 | 107.1% | 0.0 |
| COST Costco Wholesale Corporation | 312 | $283,055.41 | $297,258 | - | $14,202.59 | 5.02% | 0.0 |
| CPRT Copart Inc. | 59,542 | $2.56M | $1.76M | - | -$794,208.1 | -31.07% | 0.0 |
| CRM Salesforce Inc | 11,595 | $2.84M | $2.29M | - | -$548,180.77 | -19.31% | 0.0 |
| DAL Delta Air Lines, Inc. | 3,205 | $145,268.58 | $285,918.05 | - | $140,649.47 | 96.82% | 0.0 |
| DIS The Walt Disney Company | 5,081 | $551,951.35 | $526,035.93 | - | -$25,915.42 | -4.7% | +0.339% |
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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 Brandon Hatton?
The largest contributions to the portfolio's profits come from the following stocks: KLA Corporation - $2.14M, SPDR S&P 500 ETF Trust - $1.42M, Alphabet Inc - $1.3M, State Street Technology Select Sector SPDR ETF - $1.16M, and Applied Materials, Inc - $1.13M. 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: Adobe Inc - $1.4M, Copart Inc - $1.16M, Salesforce Inc - $1.12M, PVH Corp - $1.02M, and Accenture plc Class A - $600,871.22. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brandon Hatton's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.41M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $711,541.99, iShares Core Universal USD Bond ETF - $643,755.72, Pfizer Inc - $494,488.95, The Home Depot, Inc - $422,341.71, and SPDR S&P 500 ETF Trust - $411,973.76. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brandon Hatton's monthly returns?
Brandon Hatton'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 Brandon Hatton's strategy be considered aggressive or moderate?
Brandon Hatton'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 Brandon Hatton's strategy?
Brandon Hatton'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.
