AJG
Andrew J. Gilbert Portfolio
Invests via Keystone Financial Group Inc. | Managed by Andrew J. Gilbert
Invests via Keystone Financial Group Inc.
Managed by Andrew J. Gilbert
Automatically Tracked
Veteran growth-stage investor and operational executive focused on technology and fintech companies. Andrew J. Gilbert combines operating experience in scaling SaaS and payments businesses with later-stage investing, board roles and strategic M&A oversight. Known for commercial go-to-market optimization, capital allocation discipline and hands-on portfolio support, he works with founders on revenue acceleration and governance. Background includes senior operating roles and investment-platform leadership; frequently engaged in fundraising, board governance and exit preparation.
Veteran growth-stage investor and operational executive focused on technology and fintech companies. Andrew J. Gilbert combines operating experience in scaling SaaS and payments businesses with later-stage investing, board roles and strategic M&A oversight. Known for commercial go-to-market optimization, capital allocation discipline and hands-on portfolio support, he works with founders on revenue acceleration and governance. Background includes senior operating roles and investment-platform leadership; frequently engaged in fundraising, board governance and exit preparation.
Investment Philosophy & Strategy
Leads with a growth-stage, operationally activated investment approach that prioritizes SaaS and fintech businesses where commercial traction can be accelerated through go-to-market and payments optimization. Focuses on later-stage deals with clear path to scale, disciplined capital allocation, and governance-ready boards. Combines active board involvement, performance-driven milestones and strategic M&A optionality to de-risk exits. Time horizon is medium-to-long; risk managed via unit-economics rigor, staged capital deployment and founder-aligned incentives.
Leads with a growth-stage, operationally activated investment approach that prioritizes SaaS and fintech businesses where commercial traction can be accelerated through go-to-market and payments optimization. Focuses on later-stage deals with clear path to scale, disciplined capital allocation, and governance-ready boards. Combines active board involvement, performance-driven milestones and strategic M&A optionality to de-risk exits. Time horizon is medium-to-long; risk managed via unit-economics rigor, staged capital deployment and founder-aligned incentives.
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:
22.34%
Gain +0.07%
Monthly
1.01%
Yearly
12.87%
Drawdown
11.15%
$193.69M
Equity
Holdings
$193.69M
Investment
$167.76M
$27.96M
Profit +$75,098.84
Realized
$2.03M
Unrealized
$25.93M
Dividends
$6.57M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.07%
Profit
$75,098.84
Win %
78%
This Week
Compared To Last Week
Gain
0.04%
Profit
$75,098.84
Win %
78%
This Month
Compared to last month
Gain
1.1%
Profit
$2.12M
Win %
78%
This Year
Compared to last year
Gain
1.66%
Profit
$3.17M
Win %
78%
IOT Samsara Inc. Class A Common Stock
+4.11%
+$882 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$143.59 
MSFT Microsoft Corp.
+3.02%
+$10,623.59 
NVDA NVIDIA Corporation
+2.93%
+$19,853.69 
EOG EOG Resources, Inc.
+2.19%
+$740.94 
QLYS Qualys, Inc.
+2.15%
+$240.16 
CSCO Cisco Systems, Inc.
+2.14%
+$7,404.21 
TQQQ ProShares UltraPro QQQ
+2.08%
+$1,461.24 
CPNG Coupang Inc.
+1.62%
+$52 
SUSL iShares ESG MSCI USA Leaders ETF
+1.47%
+$2,035.27 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$3,575.64 
HONA Honeywell Aerospace Inc.
+1.18%
+$834.9 
VUG Vanguard Growth ETF
+1.1%
+$6,689.49 
GEV GE Vernova Inc.
+0.85%
+$116.34 
EMR Emerson Electric Co.
+0.79%
+$798.87 
TSLA Tesla, Inc.
+0.76%
+$177 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,610.9 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$6,361.01 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$2,688.78 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$88.8 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$29.07 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$173.94 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$7,763.28 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$14,775.51 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$173,864.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$6,923.86 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$351.09 
FBK FB Financial Corp
+0.47%
+$37,311.11 
NSC Norfolk Southern Corporation
+0.46%
+$170.5 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.44%
+$300.15 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$436 
UCBI United Community Banks, Inc.
+0.42%
+$2,736.75 
RKLB Rocket Lab Corporation
+0.42%
+$14.58 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.42%
+$1,306.08 
PFE Pfizer Inc.
+0.4%
+$31.8 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$108.03 
PG Procter & Gamble Co
+0.37%
+$251.22 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$13,170.24 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,354.08 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$24,449.28 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$243.43 
MRK Merck & Co., Inc.
+0.32%
+$54.53 
SMH VanEck Semiconductor ETF
+0.3%
+$40.75 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$1,989.34 
ENFR Alerian Energy Infrastructure ETF
+0.25%
+$688.3 
NRG NRG Energy, Inc.
+0.24%
+$77.76 
DFAW Dimensional World Equity ETF
+0.22%
+$6,429.06 
SO The Southern Company
+0.21%
+$575 
JNJ Johnson & Johnson
+0.21%
+$852.77 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$22,824.9 
T AT&T Inc.
+0.17%
+$28.68 
JAJL Innovator EDP ETF - 6M January/July
+0.17%
+$249.55 
MMM 3M Company
+0.12%
+$191.93 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$422.01 
WMT Walmart Inc.
+0.09%
+$24.2 
RBLD First Trust Alerian U.S. NextGen Infrastructure ETF
+0.07%
+$108.24 
SHV iShares Short Treasury Bond ETF
+0.03%
+$3.87 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$33 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$459.16 
MYNZ Mainz Biomed N.V.
0%
$0 
HYDB iShares High Yield Systematic Bond ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
LCID Lucid Group, Inc.
-9.11%
-$5.92 
AAPL Apple Inc.
-7.35%
-$6,130 
LIN Linde plc
-5.95%
-$4,569.26 
HTZ Hertz Global Holdings, Inc.
-4.23%
-$534.45 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$669.12 
ABBV AbbVie Inc.
-2.51%
-$6,761.15 
ICE Intercontinental Exchange, Inc.
-2.42%
-$3,338.99 
SLV iShares Silver Trust
-2.13%
-$923.4 
GLD SPDR Gold Shares
-1.49%
-$893.58 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$24,602.46 
TXN Texas Instruments Inc
-1.08%
-$1,881.47 
XOM Exxon Mobil Corporation
-0.97%
-$541.62 
ATO Atmos Energy Corporation
-0.85%
-$1,691.63 
LIT GLOBAL X LITHIUM & BATTERY T
-0.84%
-$29.5 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$85,096.49 
KMB Kimberly-Clark Corporation
-0.8%
-$384.56 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$320.07 
ERET iShares Environmentally Aware Real Estate ETF
-0.64%
-$499.01 
XOVR ERShares Private-Public Crossover ETF
-0.64%
-$1.32 
AMGN Amgen Inc.
-0.64%
-$2,271.69 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$10,619.28 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,328.4 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$197.4 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$360.84 
FTXL First Trust Nasdaq Semiconductor ETF
-0.59%
-$20.48 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$554.84 
WEC WEC Energy Group Inc.
-0.57%
-$1,532.17 
VNQ Vanguard Real Estate ETF
-0.54%
-$830.52 
USRT iShares Core U.S. REIT ETF
-0.54%
-$16,349.93 
SCHY Schwab International Dividend Equity ETF
-0.48%
-$2,156.64 
PEP PepsiCo, Inc.
-0.46%
-$289.92 
TRV The Travelers Companies, Inc.
-0.43%
-$1,856.57 
HD The Home Depot, Inc.
-0.42%
-$201.55 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$102.7 
MDT Medtronic plc
-0.37%
-$237.12 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$43,978.36 
TFC Truist Financial Corporation
-0.33%
-$3,746.93 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$67.1 
VTV Vanguard Value ETF
-0.27%
-$2,408.93 
VB Vanguard Small-Cap ETF
-0.22%
-$155.76 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$439.5 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$21,566 
BRTR iShares Total Return Act ETF
-0.21%
-$1,677.72 
VPLS Vanguard Core-Plus Bond ETF
-0.18%
-$39,553.38 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$72 
IXUS iShares Core International Stock ETF
-0.15%
-$1,874.46 
INMU iShares Intermediate Muni Income Active ETF
-0.13%
-$7,326.18 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$172.64 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$3.2 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$4,194.69 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$457.48 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$128.08 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$319 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.03%
-$2,844.49 
VSDB Vanguard Short Duration Bond ETF
-0.02%
-$904.71 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.02%
-$1,418.18 Events
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Dividends
Dividend Analysis
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| Trades 737 | Longs Won 544/737 73% | Profit Factor 29.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $294,335.89 |
| Average Win $53,180.24 | Best Trade (Aug 14) $7.38M | Sharpe Ratio -73.74 |
| Average Loss -$5,084.14 | Worst Trade (Aug 03) -$128,774.85 | Z-Score 15.13 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 2d | Expectancy $37,932.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 250 | $63,831.47 | $77,227.5 | - | $13,396.03 | 20.99% | -7.354% |
| ABBV AbbVie Inc. | 1,045 | $186,223.16 | $262,232.3 | - | $76,009.14 | 40.82% | -2.513% |
| AMGN Amgen Inc. | 916 | $240,036.28 | $352,806.56 | - | $112,770.28 | 46.98% | -0.64% |
| ATO Atmos Energy Corporation | 1,143 | $171,837.55 | $197,487.54 | - | $25,649.99 | 14.93% | -0.849% |
| BAI iShares A.I. Innovation and Tech Active ETF | 669 | $23,568.7 | $27,656.46 | - | $4,087.76 | 17.34% | +0.633% |
| BRK-B Berkshire Hathaway Inc. | 728 | $329,987.77 | $372,401.12 | - | $42,413.35 | 12.85% | +0.365% |
| BRTR iShares Total Return Act ETF | 15,768 | $794,083.65 | $777,837.02 | - | -$16,246.63 | -2.05% | -0.215% |
| BTC Grayscale Bitcoin Mini Trust ETF | 816 | $30,372.62 | $22,692.96 | - | -$7,679.66 | -25.28% | -2.864% |
| CPNG Coupang Inc. | 200 | $4,396 | $3,270 | - | -$1,126 | -25.61% | +1.616% |
| CSCO Cisco Systems, Inc. | 3,047 | $187,851.99 | $353,421.53 | - | $165,569.54 | 88.14% | +2.14% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 152,808 | $5.49M | $6.8M | - | $1.31M | 23.89% | +0.361% |
| DFAU Dimensional US Core Equity Market ETF | 620,943 | $25.28M | $32.15M | - | $6.87M | 27.18% | +0.544% |
| DFAW Dimensional World Equity ETF | 35,717 | $2.47M | $2.96M | - | $488,257.42 | 19.73% | +0.217% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 269,575 | $8.01M | $9.84M | - | $1.83M | 22.88% | -0.219% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 2,725 | $73,398.44 | $102,732.5 | - | $29,334.06 | 39.97% | +0.426% |
| DFIC Dimensional International Core Equity Market ETF | 2,522 | $82,389.42 | $96,062.98 | - | $13,673.56 | 16.6% | -0.574% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 139,823 | $6.65M | $6.62M | - | -$36,064.86 | -0.54% | -0.063% |
| DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | 1,656 | $56,261.58 | $76,343.26 | - | $20,081.68 | 35.69% | +0.32% |
| DFSI Dimensional International Sustainability Core 1 ETF | 705 | $24,341.44 | $32,387.7 | - | $8,046.26 | 33.06% | -0.606% |
| DFSU Dimensional US Sustainability Core 1 ETF | 8,563 | $325,247.27 | $403,694.07 | - | $78,446.8 | 24.12% | +0.671% |
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FAQ
Which stocks have generated the highest profits for Andrew J. Gilbert?
The largest contributions to the portfolio's profits come from the following stocks: iShares 0-3 Month Treasury Bond ETF - $1.06M, Vanguard Core-Plus Bond ETF - $909,467.4, Dimensional US Core Equity Market ETF - $625,921.38, Schwab U.S. Dividend Equity ETF - $602,251.81, and FB Financial Corp - $383,443.5. 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: iShares Silver Trust - $51,594, Innovator U.S. Equity Power Buffer ETF April - $19,400.24, Rigetti Computing Inc - $16,220, Innovator U.S. Equity Power Buffer ETF - $14,680.6, and Becton, Dickinson and Company - $14,073.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew J. Gilbert's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.57M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $1.01M, Vanguard Core-Plus Bond ETF - $909,467.4, Schwab U.S. Dividend Equity ETF - $553,316.88, Dimensional US Core Equity Market ETF - $421,340.66, and Dimensional Short-Duration Fixed Income ETF - $348,474.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew J. Gilbert's monthly returns?
Andrew J. Gilbert's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Andrew J. Gilbert's strategy be considered aggressive or moderate?
Andrew J. Gilbert'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 Andrew J. Gilbert's strategy?
Andrew J. Gilbert'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.
