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:
19.84%
Gain +0.05%
Monthly
0.84%
Yearly
10.63%
Drawdown
11.15%
$190.31M
Equity
Holdings
$190.31M
Investment
$168.49M
$24.57M
Profit +$68,337.31
Realized
$2.75M
Unrealized
$21.82M
Dividends
$7.24M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.05%
Profit
$68,337.31
Win %
75%
This Week
Compared To Last Week
Gain
0.28%
Profit
$536,560.99
Win %
75%
This Month
Compared to last month
Gain
1.38%
Profit
$2.6M
Win %
75%
This Year
Compared to last year
Gain
1.38%
Profit
$2.58M
Win %
75%
LCID Lucid Group, Inc.
+6.38%
+$1.68 
HONIV Honeywell International Inc.
+6.1%
+$4,450.9 
KMB Kimberly-Clark Corporation
+4.69%
+$2,036.42 
IOT Samsara Inc. Class A Common Stock
+4.39%
+$1,074 
HD The Home Depot, Inc.
+4.31%
+$1,858.58 
SLV iShares Silver Trust
+3.38%
+$1,377 
CPNG Coupang Inc.
+2.71%
+$78 
UCBI United Community Banks, Inc.
+2.68%
+$16,259.39 
TFC Truist Financial Corporation
+2.19%
+$21,269 
FBK FB Financial Corp
+2.18%
+$108,985.8 
ICE Intercontinental Exchange, Inc.
+2.13%
+$3,616.8 
NRG NRG Energy, Inc.
+1.99%
+$490.44 
AMGN Amgen Inc.
+1.86%
+$7,286.41 
XLV Health Care Select Sector SPDR Fund
+1.86%
+$1,182.18 
GLD SPDR Gold Shares
+1.79%
+$1,068.48 
PNFP Pinnacle Financial Partners Inc.
+1.66%
+$277.2 
TRV The Travelers Companies, Inc.
+1.61%
+$6,846.96 
QLYS Qualys, Inc.
+1.59%
+$238.58 
SCHA Schwab U.S. Small-Cap ETF
+1.56%
+$396 
SCHY Schwab International Dividend Equity ETF
+1.56%
+$6,806 
WMT Walmart Inc.
+1.47%
+$413.82 
GS The Goldman Sachs Group, Inc.
+1.43%
+$2,587.37 
IJR iShares Core S&P Small-Cap ETF
+1.31%
+$14,168.8 
ITA iShares U.S. Aerospace & Defense ETF
+1.31%
+$50.92 
MDT Medtronic plc
+1.29%
+$904.02 
VNQ Vanguard Real Estate ETF
+1.21%
+$1,482.4 
DFSI Dimensional International Sustainability Core 1 ETF
+1.17%
+$375.24 
SCHD Schwab U.S. Dividend Equity ETF
+1.16%
+$150,040.42 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.12%
+$88,678.68 
MSFT Microsoft Corp.
+1.08%
+$4,485 
VLUE iShares MSCI USA Value Factor ETF
+1.06%
+$23,140.17 
IJH iShares Core S&P Mid-Cap ETF
+1.05%
+$1,640.08 
USMV iShares MSCI USA Min Vol Factor ETF
+0.94%
+$4,461.2 
VIG Vanguard Dividend Appreciation ETF
+0.86%
+$101,349.27 
VTV Vanguard Value ETF
+0.83%
+$7,488.36 
DGRO iShares Core Dividend Growth ETF
+0.82%
+$195.2 
XOVR ERShares Private-Public Crossover ETF
+0.8%
+$1.87 
PFE Pfizer Inc.
+0.79%
+$74.29 
IEFA iShares Core MSCI EAFE ETF
+0.78%
+$12,597.75 
INMU iShares Intermediate Muni Income Active ETF
+0.78%
+$34,277.76 
T AT&T Inc.
+0.77%
+$129.06 
DFSU Dimensional US Sustainability Core 1 ETF
+0.76%
+$3,089.15 
HONA Honeywell Aerospace Inc.
+0.75%
+$423.28 
IUSV iShares Core S&P U.S. Value ETF
+0.71%
+$1,412.8 
ERET iShares Environmentally Aware Real Estate ETF
+0.7%
+$493.81 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.67%
+$46,863.9 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$2,453.49 
EMR Emerson Electric Co.
+0.66%
+$726.52 
DFIC Dimensional International Core Equity Market ETF
+0.64%
+$608.16 
VSGX Vanguard ESG International Stock ETF
+0.63%
+$300 
DFAW Dimensional World Equity ETF
+0.56%
+$17,941.31 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.55%
+$329.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.52%
+$245.52 
USRT iShares Core U.S. REIT ETF
+0.48%
+$14,675.7 
DFAU Dimensional US Core Equity Market ETF
+0.43%
+$142,272.94 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.41%
+$5,448.56 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.38%
+$9,834.24 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.37%
+$41,688.92 
IXUS iShares Core International Stock ETF
+0.35%
+$4,637.49 
PG Procter & Gamble Co
+0.35%
+$260.7 
NSC Norfolk Southern Corporation
+0.34%
+$121 
JAJL Innovator EDP ETF - 6M January/July
+0.26%
+$399.28 
VB Vanguard Small-Cap ETF
+0.26%
+$178.18 
SUSL iShares ESG MSCI USA Leaders ETF
+0.24%
+$347.82 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.21%
+$2,780 
VSDB Vanguard Short Duration Bond ETF
+0.2%
+$12,798.45 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.14%
+$0.28 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.14%
+$100.05 
EMLP First Trust North American Energy Infrastructure Fund
+0.14%
+$2,034.66 
LIN Linde plc
+0.11%
+$115.44 
IFRA iShares U.S. Infrastructure
+0.11%
+$10.2 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.09%
+$177.56 
MEAR iShares Short Maturity Bond ETF
+0.09%
+$409.79 
JPM JPMorgan Chase & Co.
+0.07%
+$62.5 
SHV iShares Short Treasury Bond ETF
+0.02%
+$3.38 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$104.16 
ATO Atmos Energy Corporation
+0.01%
+$11.49 
MYNZ Mainz Biomed N.V.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
NEAR iShares Short Maturity Bond ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
-19.14%
-$8,119.36 
RKLB Rocket Lab Corporation
-6.64%
-$212.22 
CSCO Cisco Systems, Inc.
-3.33%
-$11,415.48 
FTXL First Trust Nasdaq Semiconductor ETF
-2%
-$73.28 
ENFR Alerian Energy Infrastructure ETF
-1.93%
-$43,805.04 
NVDA NVIDIA Corporation
-1.84%
-$14,122.9 
GEV GE Vernova Inc.
-1.63%
-$214.76 
MRK Merck & Co., Inc.
-1.48%
-$289.94 
XOM Exxon Mobil Corporation
-1.32%
-$831.81 
BAI iShares A.I. Innovation and Tech Active ETF
-1.29%
-$412.16 
LIT GLOBAL X LITHIUM & BATTERY T
-1.17%
-$38.5 
MTUM iShares MSCI USA Momentum Factor ETF
-1.1%
-$8,119.52 
HTZ Hertz Global Holdings, Inc.
-1.08%
-$152.7 
SMH VanEck Semiconductor ETF
-1.04%
-$147.5 
EOG EOG Resources, Inc.
-1.02%
-$367.38 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.88%
-$690.55 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.77%
-$823.5 
IEMG iShares Core MSCI Emerging Markets ETF
-0.7%
-$6,247.5 
PEP PepsiCo, Inc.
-0.69%
-$403.17 
WEC WEC Energy Group Inc.
-0.67%
-$1,924.1 
TXN Texas Instruments Inc
-0.55%
-$954.71 
TQQQ ProShares UltraPro QQQ
-0.41%
-$329.1 
AAPL Apple Inc.
-0.28%
-$236.16 
JNJ Johnson & Johnson
-0.25%
-$1,017.45 
SO The Southern Company
-0.22%
-$577.8 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.17%
-$21,776.12 
VUG Vanguard Growth ETF
-0.13%
-$864 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$19 
HYDB iShares High Yield Systematic Bond ETF
-0.11%
-$49.3 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.11%
-$11,100.96 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.1%
-$3.83 
VPLS Vanguard Core-Plus Bond ETF
-0.04%
-$9,507.93 
ABBV AbbVie Inc.
-0.03%
-$83.86 
IWF iShares Russell 1000 Growth ETF
-0.02%
-$54.33 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$1,327.33 
IUSG iShares Core S&P U.S. Growth ETF
-0.02%
-$57.51 
RBLD First Trust Alerian U.S. NextGen Infrastructure ETF
-0.01%
-$17.95 Events
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Dividends
Dividend Analysis
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| Trades 816 | Longs Won 585/816 71% | Profit Factor 10.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $274,892.77 |
| Average Win $46,449.78 | Best Trade (Oct 16) $6.93M | Sharpe Ratio -80.81 |
| Average Loss -$11,278.11 | Worst Trade (Oct 14) -$531,057.79 | Z-Score 9.52 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 2d | Expectancy $30,112.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 246 | $62,812.65 | $84,132 | - | $21,319.35 | 33.94% | -0.28% |
| ABBV AbbVie Inc. | 1,048 | $187,007.72 | $297,003.19 | - | $109,995.47 | 58.82% | -0.028% |
| AMGN Amgen Inc. | 920 | $241,723.22 | $399,307.6 | - | $157,584.38 | 65.19% | +1.859% |
| ATO Atmos Energy Corporation | 1,149 | $172,776.58 | $188,378.55 | - | $15,601.97 | 9.03% | +0.006% |
| BAI iShares A.I. Innovation and Tech Active ETF | 736 | $26,730.44 | $31,478.72 | - | $4,748.28 | 17.76% | -1.292% |
| BRK-B Berkshire Hathaway Inc. | 699 | $316,842.65 | $369,903.81 | - | $53,061.16 | 16.75% | +0.668% |
| BTC Grayscale Bitcoin Mini Trust ETF | 816 | $34,840 | $34,312.64 | - | -$527.36 | -1.51% | -19.135% |
| CPNG Coupang Inc. | 200 | $4,396 | $2,958 | - | -$1,438 | -32.71% | +2.708% |
| CSCO Cisco Systems, Inc. | 3,012 | $185,779.95 | $330,868.2 | - | $145,088.25 | 78.1% | -3.335% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 156,213 | $5.64M | $7.06M | - | $1.42M | 25.19% | +0.668% |
| DFAU Dimensional US Core Equity Market ETF | 618,578 | $25.19M | $32.84M | - | $7.66M | 30.4% | +0.435% |
| DFAW Dimensional World Equity ETF | 38,173 | $2.68M | $3.2M | - | $523,778.13 | 19.57% | +0.564% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 348,418 | $10.93M | $12.75M | - | $1.82M | 16.65% | -0.171% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 2,745 | $74,192.97 | $105,572.7 | - | $31,379.73 | 42.29% | -0.774% |
| DFIC Dimensional International Core Equity Market ETF | 2,534 | $82,840.78 | $95,354.42 | - | $12,513.64 | 15.11% | +0.642% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 132,733 | $6.32M | $6.21M | - | -$106,807.57 | -1.69% | -0.021% |
| DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | 1,668 | $56,841.73 | $77,578.68 | - | $20,736.95 | 36.48% | -0.882% |
| DFSI Dimensional International Sustainability Core 1 ETF | 708 | $24,476.94 | $32,327.28 | - | $7,850.34 | 32.07% | +1.174% |
| DFSU Dimensional US Sustainability Core 1 ETF | 8,581 | $326,096.37 | $412,145.42 | - | $86,049.05 | 26.39% | +0.755% |
| DGRO iShares Core Dividend Growth ETF | 305 | $18,709 | $23,969.95 | - | $5,260.95 | 28.12% | +0.821% |
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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 - $1.08M, Vanguard Core-Plus Bond ETF - $997,363.8, Dimensional US Core Equity Market ETF - $729,746.39, Vanguard International Dividend Appreciation Index Fund - $713,595.12, and Schwab U.S. Dividend Equity ETF - $703,632.41. 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 $7.24M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $1.02M, Vanguard Core-Plus Bond ETF - $997,363.8, Schwab U.S. Dividend Equity ETF - $654,697.48, Dimensional US Core Equity Market ETF - $497,095.71, and Dimensional Short-Duration Fixed Income ETF - $392,898.81. 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.
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