SP
Scott Paschal Portfolio
Invests via Financial Partners Group LLC | Managed by Scott Paschal
Invests via Financial Partners Group LLC
Managed by Scott Paschal
Automatically Tracked
Scott Paschal Profile
A seasoned entrepreneurial leader, Scott Paschal has carved a niche in the technology sector through innovative business solutions and product development. With extensive experience as a founder and executive, he focuses on building scalable companies that leverage cutting-edge advancements in software and digital platforms. His leadership is marked by successful market expansions and strategic partnerships that enhance competitive advantage within the tech landscape. Drawing from an impressive professional background, Paschal's contributions extend beyond operational management; he actively drives initiatives that promote industry growth while fostering collaborative ecosystems among startups and established firms alike.
A seasoned entrepreneurial leader, Scott Paschal has carved a niche in the technology sector through innovative business solutions and product development. With extensive experience as a founder and executive, he focuses on building scalable companies that leverage cutting-edge advancements in software and digital platforms. His leadership is marked by successful market expansions and strategic partnerships that enhance competitive advantage within the tech landscape. Drawing from an impressive professional background, Paschal's contributions extend beyond operational management; he actively drives initiatives that promote industry growth while fostering collaborative ecosystems among startups and established firms alike.
Investment Philosophy & Strategy
Scott Paschal embodies a transformational approach to investment, focusing on the intersection of technology and market demand. His experience as an entrepreneur positions him uniquely to identify high-impact opportunities within the software sector, where innovation drives value creation. The emphasis is placed on fostering scalable models that not only capture but also define emerging trends in digital platforms. By leveraging his extensive network, he facilitates strategic collaborations aimed at amplifying competitive strengths. This proactive stance encourages adaptive growth while nurturing a vibrant ecosystem conducive to continuous development.
Scott Paschal embodies a transformational approach to investment, focusing on the intersection of technology and market demand. His experience as an entrepreneur positions him uniquely to identify high-impact opportunities within the software sector, where innovation drives value creation. The emphasis is placed on fostering scalable models that not only capture but also define emerging trends in digital platforms. By leveraging his extensive network, he facilitates strategic collaborations aimed at amplifying competitive strengths. This proactive stance encourages adaptive growth while nurturing a vibrant ecosystem conducive to continuous development.
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:
46.95%
Gain +0.01%
Monthly
1.1%
Yearly
14.04%
Drawdown
13.02%
$366.66M
Equity
Holdings
$366.66M
Investment
$228.19M
$149.97M
Profit +$42,472.75
Realized
$11.04M
Unrealized
$138.93M
Dividends
$17.33M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$42,472.75
Win %
84%
This Week
Compared To Last Week
Gain
0.01%
Profit
$42,472.75
Win %
84%
This Month
Compared to last month
Gain
1.77%
Profit
$6.36M
Win %
84%
This Year
Compared to last year
Gain
18.93%
Profit
$58.37M
Win %
84%
INTC Intel Corporation
+6.51%
+$134,735.05 
HUM Humana Inc.
+2.86%
+$30,231.63 
SCHW Charles Schwab Corporation
+2.71%
+$57,940.75 
LUV Southwest Airlines Co.
+2.66%
+$55,039.92 
VZ Verizon Communications Inc.
+2.49%
+$48,039.03 
JPM JPMorgan Chase & Co.
+2.31%
+$335,566.45 
USB U.S. Bancorp
+2.27%
+$6,229.05 
VMC Vulcan Materials Company
+2.24%
+$44,374.48 
NUE Nucor Corporation
+2.09%
+$52,489.14 
TGT Target Corporation
+1.95%
+$13,998.95 
TFC Truist Financial Corporation
+1.93%
+$45,062.36 
OXY Occidental Petroleum Corporation
+1.93%
+$51,516.22 
BAC Bank of America Corporation
+1.56%
+$35,579.06 
CAT Caterpillar Inc.
+1.44%
+$297,335.55 
FISV Fiserv, Inc.
+1.36%
+$930.96 
RF Regions Financial Corporation
+1.31%
+$22,389.6 
LRCX Lam Research Corporation
+1.18%
+$375,448.81 
STLD Steel Dynamics Inc.
+1.15%
+$35,724.31 
MPC Marathon Petroleum Corporation
+1.06%
+$6,636.9 
ATO Atmos Energy Corporation
+1.03%
+$2,653.84 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$10,416.32 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$3,499.78 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$6,779.91 
FTNT Fortinet Inc.
+0.85%
+$23,195.48 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$6,745.58 
SO The Southern Company
+0.78%
+$2,217.01 
NXPI NXP Semiconductors N.V.
+0.76%
+$4,123.35 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$3,203.56 
CVX Chevron Corporation
+0.75%
+$98,739.89 
XLE Energy Select Sector SPDR Fund
+0.75%
+$4,134.88 
MO Altria Group, Inc.
+0.74%
+$23,061.36 
UNH UnitedHealth Group Incorporated
+0.73%
+$92,179.89 
HD The Home Depot, Inc.
+0.73%
+$29,788.08 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$94,800.54 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$9,080.75 
COST Costco Wholesale Corporation
+0.68%
+$9,363.93 
ECL Ecolab Inc.
+0.68%
+$72,650.7 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$4,110.73 
DUK Duke Energy Corporation
+0.63%
+$4,492.8 
FHN First Horizon Corporation
+0.6%
+$17,772.6 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$16,977.18 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$1,384.32 
VOO Vanguard S&P 500 ETF
+0.55%
+$4,371.04 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$56,079.6 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$7,349.56 
GOOGL Alphabet Inc
+0.53%
+$150,643.61 
WMT Walmart Inc.
+0.45%
+$1,537.92 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$16,638.3 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,771.92 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$2,385.78 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$2,065.8 
GD General Dynamics Corporation
+0.38%
+$2,331.06 
PEP PepsiCo, Inc.
+0.38%
+$36,344.16 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$1,440.96 
XOM Exxon Mobil Corporation
+0.28%
+$32,685.6 
EFA iShares MSCI EAFE ETF
+0.28%
+$4,157.11 
BP BP p.l.c. Sponsored ADR
+0.23%
+$8,531.7 
CCI Crown Castle Inc.
+0.13%
+$7,900.61 
KO The Coca-Cola Company
+0.11%
+$691.02 
MSFT Microsoft Corp.
+0.1%
+$11,505.71 
XLG Invesco S&P 500 Top 50 ETF
+0.1%
+$5,029.62 
FDX FedEx Corporation
+0.09%
+$11,024.53 
EOG EOG Resources, Inc.
+0.09%
+$4,800.2 
FEZ SPDR Euro Stoxx 50 ETF
+0.09%
+$318.48 
JBHT J.B. Hunt Transport Services, Inc.
+0.08%
+$2,075.51 
PANW Palo Alto Networks, Inc.
+0.03%
+$5,586.84 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$98.7 
OC Owens Corning
+0.03%
+$359.82 
ORCL Oracle Corporation
+0.02%
+$185.64 
BSV Vanguard Short-Term Bond ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
XPO
0%
$0 
ULTA Ulta Beauty Inc.
-1.82%
-$4,062.25 
AAPL Apple Inc.
-1.52%
-$150,048 
LMT Lockheed Martin Corporation
-1.52%
-$147,093.07 
MRK Merck & Co., Inc.
-1.42%
-$61,929.25 
AMZN Amazon.com Inc
-1.23%
-$56,515.09 
BA Boeing Company
-1.16%
-$10,325.15 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$18,778.53 
IBM International Business Machines Corporation
-0.95%
-$11,773.8 
UPS United Parcel Service, Inc.
-0.51%
-$49,636.03 
RTX RTX Corporation
-0.37%
-$2,415.4 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$2,104.64 
BBCP Concrete Pumping Holdings, Inc.
-0.18%
-$200 
MDT Medtronic plc
-0.16%
-$6,131.58 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$368.73 
LOW Lowe's Companies Inc.
-0.12%
-$1,604.63 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$711.24 Events
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Dividends
Dividend Analysis
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| Trades 855 | Longs Won 635/855 74% | Profit Factor 10.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.32M |
| Average Win $259,991.47 | Best Trade (Jun 14) $25.78M | Sharpe Ratio -8.02 |
| Average Loss -$68,754.23 | Worst Trade (Dec 31) -$1.46M | Z-Score 13.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3d | Expectancy $175,401.93 |
| 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% | 0.04% |
| Consecutive Losing Trades | 5,319 | 4,787 | 4,255 | 3,723 | 3,191 | 2,660 | 2,128 | 1,596 | 1,064 | 532 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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