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:
78.14%
Gain +1.09%
Monthly
1.63%
Yearly
21.46%
Drawdown
18.73%
$373.86M
Equity
Holdings
$373.86M
Investment
$227.72M
$155.56M
Profit +$2.88M
Realized
$9.42M
Unrealized
$146.13M
Dividends
$18.32M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.09%
Profit
$2.88M
Win %
84%
This Week
Compared To Last Week
Gain
1.71%
Profit
$6.29M
Win %
84%
This Month
Compared to last month
Gain
1.71%
Profit
$6.29M
Win %
84%
This Year
Compared to last year
Gain
21.26%
Profit
$65.56M
Win %
84%
AMZN Amazon.com Inc
+15.32%
+$688,875.25 
GOOGL Alphabet Inc
+6.73%
+$1.77M 
FTNT Fortinet Inc.
+4.99%
+$144,036.2 
MSFT Microsoft Corp.
+3.02%
+$391,779.01 
CVX Chevron Corporation
+2.35%
+$318,791.08 
BP BP p.l.c. Sponsored ADR
+2.26%
+$85,317 
EOG EOG Resources, Inc.
+2.19%
+$127,216.3 
OXY Occidental Petroleum Corporation
+2%
+$53,923.52 
PANW Palo Alto Networks, Inc.
+1.89%
+$381,767.4 
ORCL Oracle Corporation
+1.81%
+$14,298.9 
VZ Verizon Communications Inc.
+1.52%
+$28,741.3 
LMT Lockheed Martin Corporation
+1.5%
+$152,026.08 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$53,649.28 
XLE Energy Select Sector SPDR Fund
+1%
+$5,673.44 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$3,986.64 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$23,964.99 
SCHW Charles Schwab Corporation
+0.87%
+$21,969.22 
IBM International Business Machines Corporation
+0.86%
+$8,615.92 
XPO XPO Inc.
+0.86%
+$2,783.9 
MPC Marathon Petroleum Corporation
+0.76%
+$5,726.47 
FHN First Horizon Corporation
+0.75%
+$22,511.96 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$9,836.33 
VOO Vanguard S&P 500 ETF
+0.71%
+$5,710.55 
CAT Caterpillar Inc.
+0.7%
+$130,285.03 
BMY Bristol-Myers Squibb Company
+0.69%
+$3,466.8 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$17,862.12 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$12,769.38 
MO Altria Group, Inc.
+0.57%
+$16,969.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,303.68 
RTX RTX Corporation
+0.39%
+$2,983.68 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$50,962.14 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$2,268 
BAC Bank of America Corporation
+0.36%
+$9,101.62 
RF Regions Financial Corporation
+0.32%
+$5,892 
GD General Dynamics Corporation
+0.32%
+$2,091.08 
MRK Merck & Co., Inc.
+0.32%
+$14,848.92 
JPM JPMorgan Chase & Co.
+0.27%
+$43,628.22 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$9,507.68 
SO The Southern Company
+0.21%
+$607.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,402.74 
USB U.S. Bancorp
+0.17%
+$523.04 
FEZ SPDR Euro Stoxx 50 ETF
+0.1%
+$371.56 
NUE Nucor Corporation
+0.1%
+$2,407.76 
WMT Walmart Inc.
+0.09%
+$284.81 
OC Owens Corning
+0.06%
+$959.28 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$95.53 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$32.9 
VYM Vanguard High Dividend Yield ETF
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$119,175.19 
AAPL Apple Inc.
-7.35%
-$817,594.88 
NXPI NXP Semiconductors N.V.
-6.53%
-$28,560 
BA Boeing Company
-2.15%
-$19,049.48 
UNH UnitedHealth Group Incorporated
-1.68%
-$219,431.9 
LRCX Lam Research Corporation
-1.58%
-$411,330.86 
LUV Southwest Airlines Co.
-1.38%
-$29,385.72 
BBCP Concrete Pumping Holdings, Inc.
-1.12%
-$1,100 
LOW Lowe's Companies Inc.
-1.08%
-$13,490.62 
INTC Intel Corporation
-1.02%
-$16,465.65 
KO The Coca-Cola Company
-1.02%
-$6,910.2 
UPS United Parcel Service, Inc.
-1%
-$94,759.35 
VMC Vulcan Materials Company
-0.98%
-$18,866.08 
XOM Exxon Mobil Corporation
-0.97%
-$121,977.72 
ATO Atmos Energy Corporation
-0.85%
-$2,270.3 
HUM Humana Inc.
-0.76%
-$8,038.83 
ULTA Ulta Beauty Inc.
-0.76%
-$1,825.18 
DUK Duke Energy Corporation
-0.67%
-$4,838.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,821.86 
EFA iShares MSCI EAFE ETF
-0.62%
-$9,461.1 
ECL Ecolab Inc.
-0.61%
-$69,793.65 
STLD Steel Dynamics Inc.
-0.49%
-$13,800.07 
PEP PepsiCo, Inc.
-0.46%
-$43,074.56 
HD The Home Depot, Inc.
-0.42%
-$17,397.49 
FDX FedEx Corporation
-0.37%
-$40,897.45 
MDT Medtronic plc
-0.37%
-$15,093.12 
TFC Truist Financial Corporation
-0.33%
-$7,816.86 
CCI Crown Castle Inc.
-0.27%
-$13,826.19 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$778.43 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,481.75 
FISV Fiserv, Inc.
-0.24%
-$168.09 
COST Costco Wholesale Corporation
-0.24%
-$3,205.64 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,126.79 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,263.06 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$20,562.15 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$681.55 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$1,615.57 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$4,355.7 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$301.84 
TGT Target Corporation
-0.01%
-$107.99 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 855 | Longs Won 634/855 74% | Profit Factor 9.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.28M |
| Average Win $274,087.88 | Best Trade (Aug 06) $20.58M | Sharpe Ratio -11 |
| Average Loss -$82,418.24 | Worst Trade (Aug 06) -$1.99M | Z-Score 14.27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 4d | Expectancy $181,938.35 |
| 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% | 0.02% |
| Consecutive Losing Trades | 4,545 | 4,091 | 3,636 | 3,182 | 2,727 | 2,273 | 1,818 | 1,364 | 909 | 455 |
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
FAQ
Which stocks have generated the highest profits for Scott Paschal?
The largest contributions to the portfolio's profits come from the following stocks: Lam Research Corporation - $3.63M, Palo Alto Networks, Inc - $3.35M, Berkshire Hathaway Inc - $1.46M, XPO Inc - $1.27M, and Exxon Mobil Corporation - $1.14M. 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: CVS Health Corporation - $1.99M, Humana Inc - $1.4M, Pfizer Inc - $1M, Albemarle Corporation - $981,238.76, and Walgreens Boots Alliance Inc - $719,724.69. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott Paschal's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.32M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $1.31M, United Parcel Service, Inc - $1.02M, Chevron Corporation - $989,653.47, JPMorgan Chase & Co - $880,736.2, and Lockheed Martin Corporation - $824,996.1. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott Paschal's monthly returns?
Scott Paschal'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 Scott Paschal's strategy be considered aggressive or moderate?
Scott Paschal'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 Scott Paschal's strategy?
Scott Paschal'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.
