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:
82.61%
Gain +0.16%
Monthly
1.53%
Yearly
20.06%
Drawdown
18.73%
$371.34M
Equity
Holdings
$371.34M
Investment
$227.72M
$153.04M
Profit +$402,439.31
Realized
$9.42M
Unrealized
$143.61M
Dividends
$19.44M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.16%
Profit
$402,439.31
Win %
79%
This Week
Compared To Last Week
Gain
0.48%
Profit
$1.78M
Win %
79%
This Month
Compared to last month
Gain
1.77%
Profit
$6.44M
Win %
79%
This Year
Compared to last year
Gain
20.45%
Profit
$63.04M
Win %
79%
PANW Palo Alto Networks, Inc.
+3.76%
+$949,111 
FTNT Fortinet Inc.
+3.02%
+$103,936.15 
LUV Southwest Airlines Co.
+2.76%
+$53,873.82 
CAT Caterpillar Inc.
+2.39%
+$465,993.84 
ORCL Oracle Corporation
+1.97%
+$17,393.9 
LOW Lowe's Companies Inc.
+1.86%
+$19,849.62 
HD The Home Depot, Inc.
+1.82%
+$64,207.08 
ECL Ecolab Inc.
+1.74%
+$196,319.86 
OC Owens Corning
+1.53%
+$21,589.2 
MSFT Microsoft Corp.
+1.52%
+$229,832.35 
MRK Merck & Co., Inc.
+1.49%
+$75,329.28 
AMZN Amazon.com Inc
+1.48%
+$71,216.89 
BBCP Concrete Pumping Holdings, Inc.
+1.37%
+$1,350 
VMC Vulcan Materials Company
+1.29%
+$22,399.15 
WMT Walmart Inc.
+1.25%
+$3,726.89 
NXPI NXP Semiconductors N.V.
+1.21%
+$5,227.91 
SO The Southern Company
+1.19%
+$3,037 
PEP PepsiCo, Inc.
+1.18%
+$99,609.92 
MO Altria Group, Inc.
+0.97%
+$28,717.92 
TGT Target Corporation
+0.96%
+$7,945.35 
ULTA Ulta Beauty Inc.
+0.94%
+$2,382.13 
QQQ Invesco QQQ Trust, Series 1
+0.86%
+$26,149.5 
VYM Vanguard High Dividend Yield ETF
+0.86%
+$7,114.5 
XLG Invesco S&P 500 Top 50 ETF
+0.84%
+$45,685.71 
MDY SPDR S&P MidCap 400 ETF Trust
+0.83%
+$10,380.63 
VOO Vanguard S&P 500 ETF
+0.82%
+$6,827.93 
KO The Coca-Cola Company
+0.81%
+$5,412.99 
SPY SPDR S&P 500 ETF Trust
+0.81%
+$11,604.56 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.81%
+$2,073.12 
RSP Invesco S&P 500 Equal Weight ETF
+0.78%
+$3,039.3 
XPO XPO Inc.
+0.78%
+$2,319.9 
RF Regions Financial Corporation
+0.75%
+$12,013.79 
DUK Duke Energy Corporation
+0.71%
+$4,665.6 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$98,225.41 
COST Costco Wholesale Corporation
+0.71%
+$9,195.21 
MOAT VanEck Morningstar Wide Moat Fund
+0.69%
+$29,315.1 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.69%
+$70,099.5 
FEZ SPDR Euro Stoxx 50 ETF
+0.65%
+$2,308.98 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.64%
+$4,076.73 
IBM International Business Machines Corporation
+0.62%
+$6,236.01 
BMY Bristol-Myers Squibb Company
+0.6%
+$2,734.92 
FHN First Horizon Corporation
+0.6%
+$16,587.76 
EFA iShares MSCI EAFE ETF
+0.6%
+$8,887.71 
TFC Truist Financial Corporation
+0.54%
+$11,495.5 
ITA iShares U.S. Aerospace & Defense ETF
+0.51%
+$8,805.03 
GOOGL Alphabet Inc
+0.51%
+$138,024.25 
SCHD Schwab U.S. Dividend Equity ETF
+0.49%
+$3,740.64 
CCI Crown Castle Inc.
+0.45%
+$20,080.9 
BP BP p.l.c. Sponsored ADR
+0.45%
+$17,063.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.44%
+$1,891.26 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.43%
+$3,200.26 
ATO Atmos Energy Corporation
+0.43%
+$1,043.12 
XOM Exxon Mobil Corporation
+0.41%
+$54,212.32 
IJR iShares Core S&P Small-Cap ETF
+0.37%
+$3,924.88 
CVX Chevron Corporation
+0.36%
+$52,896.75 
EOG EOG Resources, Inc.
+0.36%
+$20,602.49 
VEU Vanguard FTSE All-World ex-US ETF
+0.35%
+$1,846.7 
USB U.S. Bancorp
+0.33%
+$903.45 
OXY Occidental Petroleum Corporation
+0.33%
+$9,147.74 
LMT Lockheed Martin Corporation
+0.32%
+$28,537.92 
AGG iShares Core U.S. Aggregate Bond ETF
+0.3%
+$1,659.56 
BAC Bank of America Corporation
+0.3%
+$6,619.36 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.29%
+$1,754.25 
BND Vanguard Total Bond Market Index Fund
+0.28%
+$813.66 
XLE Energy Select Sector SPDR Fund
+0.27%
+$1,634.72 
VWO Vanguard FTSE Emerging Markets ETF
+0.17%
+$711.9 
HUM Humana Inc.
+0.15%
+$1,780 
UPS United Parcel Service, Inc.
+0.13%
+$10,829.64 
BSV Vanguard Short-Term Bond ETF
+0.12%
+$6,896.52 
FISV Fiserv, Inc.
+0.07%
+$38.79 
SUB iShares Short-Term National Muni Bond ETF
+0.02%
+$65.8 
LRCX Lam Research Corporation
-2.48%
-$751,876.05 
INTC Intel Corporation
-1.35%
-$27,796.85 
NVO Novo Nordisk A/S Sponsored ADR
-1.21%
-$11,970.14 
JBHT J.B. Hunt Transport Services, Inc.
-1.15%
-$24,814.14 
MPC Marathon Petroleum Corporation
-1.04%
-$10,758.04 
VZ Verizon Communications Inc.
-0.94%
-$17,708.75 
UNH UnitedHealth Group Incorporated
-0.71%
-$83,024.29 
STLD Steel Dynamics Inc.
-0.65%
-$17,472.53 
BA Boeing Company
-0.58%
-$4,442.22 
SCHW Charles Schwab Corporation
-0.5%
-$11,829.58 
NUE Nucor Corporation
-0.43%
-$10,497.79 
GD General Dynamics Corporation
-0.17%
-$985.55 
MDT Medtronic plc
-0.16%
-$6,603.24 
RTX RTX Corporation
-0.14%
-$941.28 
FDX FedEx Corporation
-0.03%
-$3,022.86 
AAPL Apple Inc.
-0.01%
-$1,000.65 
JPM JPMorgan Chase & Co.
-0.01%
-$1,392.39 Events
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Dividends
Dividend Analysis
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| Trades 855 | Longs Won 618/855 72% | Profit Factor 8.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.36M |
| Average Win $281,979.25 | Best Trade (Oct 05) $23.9M | Sharpe Ratio -11 |
| Average Loss -$89,567.38 | Worst Trade (Oct 05) -$2.46M | Z-Score 11.01 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 6d | Expectancy $178,989.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% |
| Consecutive Losing Trades | 4,149 | 3,734 | 3,320 | 2,905 | 2,490 | 2,075 | 1,660 | 1,245 | 830 | 415 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,344 | $4.85M | $11.1M | - | $6.24M | 128.64% | -0.009% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,927 | $587,959 | $559,568.07 | - | -$28,390.93 | -4.83% | +0.297% |
| AMZN Amazon.com Inc | 19,093 | $3.25M | $4.87M | - | $1.62M | 50.02% | +1.484% |
| ATO Atmos Energy Corporation | 1,534 | $178,922.86 | $243,491.82 | - | $64,568.96 | 36.09% | +0.43% |
| BA Boeing Company | 4,002 | $684,060.8 | $766,823.22 | - | $82,762.42 | 12.1% | -0.576% |
| BAC Bank of America Corporation | 41,371 | $1.43M | $2.24M | - | $811,494.68 | 56.78% | +0.296% |
| BBCP Concrete Pumping Holdings, Inc. | 10,000 | $58,500 | $99,650 | - | $41,150 | 70.34% | +1.373% |
| BMY Bristol-Myers Squibb Company | 7,704 | $526,313.05 | $455,807.16 | - | -$70,505.89 | -13.4% | +0.604% |
| BND Vanguard Total Bond Market Index Fund | 4,097 | $295,050.47 | $287,112.02 | - | -$7,938.45 | -2.69% | +0.284% |
| BP BP p.l.c. Sponsored ADR | 85,317 | $2.92M | $3.82M | - | $903,837.96 | 30.95% | +0.448% |
| BRK-B Berkshire Hathaway Inc. | 27,399 | $10.28M | $13.91M | - | $3.63M | 35.31% | +0.711% |
| BSV Vanguard Short-Term Bond ETF | 72,595 | $5.71M | $5.54M | - | -$170,961.73 | -2.99% | +0.125% |
| CAT Caterpillar Inc. | 22,978 | $5.66M | $19.95M | - | $14.3M | 252.73% | +2.391% |
| CCI Crown Castle Inc. | 65,839 | $6.97M | $4.47M | - | -$2.5M | -35.89% | +0.451% |
| COST Costco Wholesale Corporation | 1,406 | $1.06M | $1.31M | - | $249,299.88 | 23.56% | +0.708% |
| CVX Chevron Corporation | 70,529 | $10.92M | $14.62M | - | $3.69M | 33.83% | +0.363% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 14,175 | $508,032 | $645,778.98 | - | $137,746.98 | 27.11% | +0.635% |
| DUK Duke Energy Corporation | 5,760 | $560,416.32 | $660,384 | - | $99,967.68 | 17.84% | +0.712% |
| ECL Ecolab Inc. | 40,815 | $6.88M | $11.5M | - | $4.63M | 67.25% | +1.736% |
| EFA iShares MSCI EAFE ETF | 14,335 | $1.17M | $1.5M | - | $328,558.06 | 28.04% | +0.596% |
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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 - $1.22M. 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 $19.44M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $1.39M, United Parcel Service, Inc - $1.17M, Chevron Corporation - $1.12M, Lockheed Martin Corporation - $885,771.3, and JPMorgan Chase & Co - $880,736.2. 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.
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