Andrea N. Thompson Portfolio
Invests via WEST PACES ADVISORS INC. | Managed by Andrea N. Thompson, G. Andrew Crews, John F. Oglesby, Geoffrey R. Gober, Ryan M. Floyd, John P. Viani
Invests via WEST PACES ADVISORS INC.
Managed by Andrea N. Thompson, G. Andrew Crews, John F. Oglesby, Geoffrey R. Gober, Ryan M. Floyd, John P. Viani
Automatically Tracked
Andrea N. Thompson Profile
Veteran national-security executive with operational military background who has transitioned into advisory and corporate governance roles focused on risk, resilience and government contracting. Andrea N. Thompson brings experience leading interagency programs, crisis response and defense policy, and often advises technology and services firms on contracting, compliance and market access. Regular speaker on geopolitics and security-driven investment themes; profile appeals to investors assessing defense suppliers, security software and critical-infrastructure services.
Veteran national-security executive with operational military background who has transitioned into advisory and corporate governance roles focused on risk, resilience and government contracting. Andrea N. Thompson brings experience leading interagency programs, crisis response and defense policy, and often advises technology and services firms on contracting, compliance and market access. Regular speaker on geopolitics and security-driven investment themes; profile appeals to investors assessing defense suppliers, security software and critical-infrastructure services.
Investment Philosophy & Strategy
Combines national‑security lens with pragmatic capital allocation focused on defense suppliers, security software and critical‑infrastructure services. Prefers investments with strong government contracting pipelines, recurring revenue or durable service contracts, and demonstrable compliance/governance frameworks. Underwrites opportunities through operational due diligence, scenario-driven risk modelling and a bias toward downside protection and contract visibility. Favors growth investments where board-level advisership and regulatory navigation accelerate market access, and typically takes concentrated, long‑horizon stakes to influence strategy, resilience planning and customer diversification.
Combines national‑security lens with pragmatic capital allocation focused on defense suppliers, security software and critical‑infrastructure services. Prefers investments with strong government contracting pipelines, recurring revenue or durable service contracts, and demonstrable compliance/governance frameworks. Underwrites opportunities through operational due diligence, scenario-driven risk modelling and a bias toward downside protection and contract visibility. Favors growth investments where board-level advisership and regulatory navigation accelerate market access, and typically takes concentrated, long‑horizon stakes to influence strategy, resilience planning and customer diversification.
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:
-16.97%
Gain
Monthly
0.37%
Yearly
4.52%
Drawdown
56.35%
$571.24M
Equity
Holdings
$571.24M
Investment
$385.67M
$242.78M
Profit +$213,027.4
Realized
$57.21M
Unrealized
$185.57M
Dividends
$55.57M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$213,027.4
Win %
84%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$718,996.01
Win %
84%
This Month
Compared to last month
Gain
0.03%
Profit
$185,361.62
Win %
84%
This Year
Compared to last year
Gain
10.84%
Profit
$55.86M
Win %
84%
BTI British American Tobacco p.l.c. ADR
+5.33%
+$10,801.63 
MCK McKesson Corporation
+5.13%
+$19,292.99 
ACN Accenture plc Class A
+4.52%
+$13,104.25 
ITW Illinois Tool Works Inc.
+3.75%
+$20,145.63 
UNP Union Pacific Corporation
+3.68%
+$25,580.71 
GPC Genuine Parts Company
+3.58%
+$11,392.38 
MRK Merck & Co., Inc.
+3.51%
+$32,884.18 
ADP Automatic Data Processing Inc.
+3.44%
+$23,660.91 
UNH UnitedHealth Group Incorporated
+3.12%
+$41,962.72 
NSC Norfolk Southern Corporation
+3.09%
+$109,179.36 
AON Aon plc
+3.01%
+$8,113.71 
ABBV AbbVie Inc.
+3.01%
+$60,041.2 
SBUX Starbucks Corporation
+3%
+$14,376.6 
MDLZ Mondelez International, Inc.
+2.96%
+$27,086.58 
RF Regions Financial Corporation
+2.95%
+$9,769.65 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+2.95%
+$10,728 
IBM International Business Machines Corporation
+2.94%
+$8,407.42 
MRSH Marsh & McLennan Companies, Inc.
+2.93%
+$13,150.09 
AJG Arthur J. Gallagher & Co.
+2.91%
+$10,800 
CSX CSX Corporation
+2.82%
+$107,332.74 
KRE SPDR S&P Regional Banking ETF
+2.81%
+$3,067.2 
PM Philip Morris International Inc.
+2.69%
+$13,943.09 
AMGN Amgen Inc.
+2.67%
+$10,608.8 
ISRG Intuitive Surgical, Inc.
+2.6%
+$5,992.86 
MCD McDonald's Corporation
+2.59%
+$25,628.96 
GRMN Garmin Ltd.
+2.56%
+$7,434.19 
PEP PepsiCo, Inc.
+2.56%
+$16,372.72 
VICI Vici Properties Inc.
+2.55%
+$12,201.37 
REG Regency Centers Corporation
+2.49%
+$40,080.73 
MA Mastercard Incorporated
+2.46%
+$6,185.2 
KO The Coca-Cola Company
+2.33%
+$210,919.68 
AVB AvalonBay Communities, Inc.
+2.3%
+$8,850.62 
COST Costco Wholesale Corporation
+2.29%
+$26,573.38 
MPC Marathon Petroleum Corporation
+2.28%
+$9,752.92 
FAST Fastenal Co.
+2.27%
+$8,550.16 
WMT Walmart Inc.
+2.21%
+$18,799.5 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.13%
+$47,216.84 
SYY Sysco Corporation
+2.05%
+$5,012.99 
TFC Truist Financial Corporation
+2.04%
+$20,880.72 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$5,871.36 
HD The Home Depot, Inc.
+1.99%
+$70,352.8 
V Visa Inc. Class A
+1.96%
+$20,929.86 
DIS The Walt Disney Company
+1.92%
+$8,959.62 
MSFT Microsoft Corp.
+1.89%
+$83,185.73 
OKE ONEOK, Inc.
+1.87%
+$5,026.9 
SDY SPDR S&P Dividend ETF
+1.84%
+$10,402.62 
GILD Gilead Sciences Inc.
+1.78%
+$5,074.4 
PG Procter & Gamble Co
+1.76%
+$35,809.66 
ICE Intercontinental Exchange, Inc.
+1.72%
+$3,535.2 
DRI Darden Restaurants, Inc.
+1.71%
+$5,728.5 
COF Capital One Financial Corporation
+1.61%
+$4,165.31 
DVY iShares Select Dividend ETF
+1.52%
+$9,043.59 
AAPL Apple Inc.
+1.4%
+$93,631.95 
AVUV Avantis U.S. Small Cap Value ETF
+1.38%
+$1,126.42 
HIG The Hartford Insurance Group, Inc.
+1.29%
+$5,946.01 
IWN iShares Russell 2000 Value ETF
+1.28%
+$1,846 
EMR Emerson Electric Co.
+1.25%
+$5,241.15 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.21%
+$1,690.43 
DHR Danaher Corporation
+1.19%
+$3,702.11 
TRV The Travelers Companies, Inc.
+1.12%
+$15,545.97 
CVX Chevron Corporation
+1.11%
+$19,032.44 
AVSC Avantis U.S. Small Cap Equity ETF
+1.06%
+$196,911.23 
LLY Eli Lilly and Company
+1.06%
+$30,576 
WFC Wells Fargo & Company
+0.97%
+$2,324.59 
IJR iShares Core S&P Small-Cap ETF
+0.92%
+$254,755.8 
KMI Kinder Morgan, Inc.
+0.9%
+$2,825.18 
XOM Exxon Mobil Corporation
+0.89%
+$12,823.04 
PPL PPL Corporation
+0.85%
+$3,931.76 
IWD iShares Russell 1000 Value ETF
+0.85%
+$2,160.64 
IYC iShares U.S. Consumer Discretionary ETF
+0.84%
+$115.42 
DUK Duke Energy Corporation
+0.82%
+$3,202.32 
SO The Southern Company
+0.8%
+$25,647.72 
XLE Energy Select Sector SPDR Fund
+0.79%
+$750.27 
VIG Vanguard Dividend Appreciation ETF
+0.61%
+$267,614 
TRGP Targa Resources Corp.
+0.61%
+$2,901.73 
APO Apollo Global Management, Inc.
+0.52%
+$1,380.33 
WEC WEC Energy Group Inc.
+0.47%
+$2,407.26 
JNJ Johnson & Johnson
+0.46%
+$11,570.37 
MDY SPDR S&P MidCap 400 ETF Trust
+0.46%
+$14,347.49 
IJH iShares Core S&P Mid-Cap ETF
+0.44%
+$281,772.52 
NFLX Netflix, Inc.
+0.41%
+$994.3 
VTV Vanguard Value ETF
+0.41%
+$1,034.1 
PNC The PNC Financial Services Group, Inc.
+0.38%
+$3,803.52 
AMZN Amazon.com Inc
+0.37%
+$8,851.04 
GD General Dynamics Corporation
+0.32%
+$1,884.7 
VB Vanguard Small-Cap ETF
+0.31%
+$66.6 
TMO Thermo Fisher Scientific Inc.
+0.3%
+$808.22 
IWR iShares Russell Mid-Cap ETF
+0.3%
+$4,746.3 
XLF Financial Select Sector SPDR Fund
+0.28%
+$96 
GOOG Alphabet Inc
+0.28%
+$9,783.85 
WMB The Williams Companies, Inc.
+0.21%
+$2,860.64 
GOOGL Alphabet Inc
+0.21%
+$5,385.33 
BAC Bank of America Corporation
+0.18%
+$2,456.08 
LMT Lockheed Martin Corporation
+0.17%
+$1,090.21 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+0.15%
+$98.71 
IWM iShares Russell 2000 ETF
+0.1%
+$556.14 
IYJ iShares U.S. Industrials ETF
+0.09%
+$36 
CME CME Group Inc.
+0.09%
+$554.65 
VTWO Vanguard Russell 2000 ETF
+0.08%
+$1.6 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$437.97 
IYF iShares U.S. Financials ETF
+0.07%
+$26.55 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.04%
+$20.4 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$818.09 
PLTR Palantir Technologies Inc.
+0.01%
+$34.82 
SCHV Schwab U.S. Large-Cap Value ETF
+0.01%
+$31.5 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$767.76 
OS OneStream, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GLW Corning Incorporated
-10.31%
-$106,320.9 
MU Micron Technology, Inc.
-5.91%
-$50,305.86 
AMD Advanced Micro Devices, Inc.
-5.4%
-$40,883.7 
GE General Electric Company
-5.37%
-$18,208.35 
MS Morgan Stanley
-4.48%
-$13,953.72 
ORCL Oracle Corporation
-4.29%
-$14,589.16 
AVGO Broadcom Inc.
-4.2%
-$164,556.67 
ETN Eaton Corporation plc
-4.18%
-$36,759.75 
CSCO Cisco Systems, Inc.
-3.56%
-$65,501.44 
TXN Texas Instruments Inc
-3.54%
-$38,663.82 
CAT Caterpillar Inc.
-3.36%
-$42,906.06 
CMI Cummins Inc.
-2.94%
-$29,042.41 
DELL Dell Technologies Inc.
-2.79%
-$15,837.76 
ADI Analog Devices, Inc.
-2.68%
-$6,868.32 
NVDA NVIDIA Corporation
-2.56%
-$65,697.43 
KLAC KLA Corporation
-2.54%
-$8,565 
XLK State Street Technology Select Sector SPDR ETF
-2.27%
-$7,650.84 
EEM iShares MSCI Emerging Markets ETF
-2.03%
-$133 
META Meta Platforms Inc Class A
-1.71%
-$15,025.96 
GLD SPDR Gold Shares
-1.68%
-$14,737.5 
NTRS Northern Trust Corporation
-1.68%
-$16,050.64 
IYW iShares U.S. Technology ETF
-1.68%
-$1,666 
IAU iShares Gold Trust
-1.64%
-$6,018.75 
AVEM Avantis Emerging Markets Equity ETF
-1.58%
-$595,291.7 
TSLA Tesla, Inc.
-1.51%
-$5,578.56 
IWF iShares Russell 1000 Growth ETF
-1.41%
-$16,640.32 
VONG Vanguard Russell 1000 Growth Fund
-1.39%
-$608.92 
RTX RTX Corporation
-1.2%
-$9,162.69 
SCHE Schwab Emerging Markets Equity ETF
-1.18%
-$25,809.46 
VWO Vanguard FTSE Emerging Markets ETF
-1.09%
-$2,919.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.08%
-$19,422 
TT Trane Technologies plc
-1.08%
-$4,729.34 
IWO iShares Russell 2000 Growth ETF
-1.07%
-$884.52 
VBK Vanguard Small-Cap Growth ETF
-1.06%
-$133.2 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.05%
-$24,639.74 
SCHF Schwab International Equity ETF
-1.04%
-$26,766.06 
IXUS iShares Core International Stock ETF
-1.03%
-$82.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.95%
-$2,752.36 
VUG Vanguard Growth ETF
-0.81%
-$4,204.2 
SCHC Schwab International Small-Cap Equity ETF
-0.76%
-$59,434.21 
EFA iShares MSCI EAFE ETF
-0.69%
-$2,159.78 
RES Rpc Inc.
-0.68%
-$840 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$172,559.4 
SCHA Schwab U.S. Small-Cap ETF
-0.62%
-$10,029.53 
TEL TE Connectivity plc
-0.62%
-$2,972.28 
ACWI iShares MSCI ACWI ETF
-0.58%
-$101.01 
FXB Invesco CurrencyShares British Pound Sterling Trust
-0.51%
-$1,101.54 
DFIS Dimensional International Small Cap ETF
-0.5%
-$7,482.06 
SCHM Schwab U.S. Mid-Cap ETF
-0.44%
-$4,327.14 
ASML ASML Holding N.V. New York Registry Shares
-0.39%
-$1,109.82 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.37%
-$222.21 
JPM JPMorgan Chase & Co.
-0.35%
-$13,363.77 
LRGF iShares U.S. Equity Factor ETF
-0.35%
-$2.97 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.31%
-$511.56 
IEUR iShares Core MSCI Europe ETF
-0.3%
-$690 
IVV iShares Core S&P 500 ETF
-0.29%
-$16,128 
SPY SPDR S&P 500 ETF Trust
-0.29%
-$51,206.58 
OEF iShares S&P 100 ETF
-0.29%
-$631.8 
IOO iShares Global 100 ETF
-0.28%
-$543.12 
NEE NextEra Energy, Inc.
-0.28%
-$3,778.25 
VOO Vanguard S&P 500 ETF
-0.28%
-$215,802.6 
FXE Invesco CurrencyShares Euro Trust
-0.27%
-$553.9 
SCHB Schwab U.S. Broad Market ETF
-0.27%
-$7,890.24 
SCHX Schwab U.S. Large-Cap ETF
-0.27%
-$112.48 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.27%
-$7.92 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$18,436.32 
IWV ISHARES RUSSELL 3000 ETF
-0.24%
-$18,218.22 
ISHG iShares 3 Year International Treasury Bond ETF
-0.22%
-$1,995.67 
IWB iShares Russell 1000 ETF
-0.21%
-$2,485 
VXF Vanguard Extended Market ETF
-0.2%
-$2.37 
SRE Sempra
-0.18%
-$1,236.24 
NUE Nucor Corporation
-0.18%
-$2,089.37 
SCMB Schwab Municipal Bond ETF
-0.16%
-$78 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.14%
-$211.75 
IEF iShares 7-10 Year Treasury Bond ETF
-0.13%
-$38,142.5 
XLU Utilities Select Sector SPDR Fund
-0.1%
-$4.05 
IEI iShares 3-7 Year Treasury Bond ETF
-0.09%
-$438.95 
TIP iShares TIPS Bond ETF
-0.07%
-$210 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.05%
-$27.5 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.04%
-$13,325.87 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$25.98 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.03%
-$76.53 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$225.24 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$284.44 
VO Vanguard Mid-Cap ETF
-0.03%
-$11.62 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$18.25 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.01%
-$2.4 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$50.1 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$17.68 Events
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Dividends
Dividend Analysis
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| Trades 8355 | Longs Won 5413/8355 64% | Profit Factor 13.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $239,893.18 |
| Average Win $48,414.73 | Best Trade (Jul 15) $8.73M | Sharpe Ratio -22.28 |
| Average Loss -$6,556.84 | Worst Trade (Jul 14) -$805,391.91 | Z-Score -14.14 (100%) |
| Commissions $0 | Avg. Trade Length 2y 11m 1w 1d | Expectancy $29,057.9 |
| 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 | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
Hover over the desired column for a detailed explanation.
Returns
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