DTM
David T. Morgan Portfolio
Invests via High Net Worth Advisory Group LLC | Managed by David T. Morgan, Howard J. Jordan
Invests via High Net Worth Advisory Group LLC
Managed by David T. Morgan, Howard J. Jordan
Automatically Tracked
David T. Morgan Profile
With a formidable background in technology and innovation, David T. Morgan has established himself as a dynamic entrepreneur and leader in the digital landscape. His work at various startups showcases his expertise in guiding transformative projects from concept to market readiness, focusing on operational excellence and scalability. Morgan’s strong connections within tech ecosystems enhance his ability to drive partnerships that foster growth and competitive advantage. With numerous successful ventures under his belt, he is well-regarded for translating visionary ideas into impactful business models.
With a formidable background in technology and innovation, David T. Morgan has established himself as a dynamic entrepreneur and leader in the digital landscape. His work at various startups showcases his expertise in guiding transformative projects from concept to market readiness, focusing on operational excellence and scalability. Morgan’s strong connections within tech ecosystems enhance his ability to drive partnerships that foster growth and competitive advantage. With numerous successful ventures under his belt, he is well-regarded for translating visionary ideas into impactful business models.
Investment Philosophy & Strategy
Identifying unique opportunities within technology-driven markets guides David T. Morgan's investment strategies. His extensive entrepreneurial background equips him to discern trends and leverage disruptive innovations effectively. Driven by a belief in the power of scalable solutions, he targets ventures poised for substantial growth while emphasizing operational improvements. A network forged through diverse initiatives allows for strategic partnerships that enhance competitive positioning. In navigating the digital landscape, capital deployment is characterized by an agile response to evolving market demands and technological advancements.
Identifying unique opportunities within technology-driven markets guides David T. Morgan's investment strategies. His extensive entrepreneurial background equips him to discern trends and leverage disruptive innovations effectively. Driven by a belief in the power of scalable solutions, he targets ventures poised for substantial growth while emphasizing operational improvements. A network forged through diverse initiatives allows for strategic partnerships that enhance competitive positioning. In navigating the digital landscape, capital deployment is characterized by an agile response to evolving market demands and technological advancements.
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:
35.23%
Gain +0.35%
Monthly
0.34%
Yearly
4.11%
Drawdown
16.78%
$459.48M
Equity
Holdings
$459.48M
Investment
$338.89M
$102.77M
Profit +$2.01M
Realized
-$17.82M
Unrealized
$120.59M
Dividends
$34.26M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.35%
Profit
$2.01M
Win %
84%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$985,701.36
Win %
84%
This Month
Compared to last month
Gain
-0.67%
Profit
-$3.1M
Win %
84%
This Year
Compared to last year
Gain
6.21%
Profit
$26.86M
Win %
84%
AMD Advanced Micro Devices, Inc.
+4.75%
+$31,790.84 
ANET Arista Networks, Inc.
+4.37%
+$15,732.02 
QCOM QUALCOMM Incorporated
+4.28%
+$34,442.2 
GEV GE Vernova Inc.
+3.65%
+$38,674.4 
CEG Constellation Energy Corporation
+2.85%
+$21,252.7 
RJF Raymond James Financial Inc.
+2.65%
+$55,572.74 
GS The Goldman Sachs Group, Inc.
+2.61%
+$39,143.21 
T AT&T Inc.
+2.48%
+$5,831.1 
VZ Verizon Communications Inc.
+2.46%
+$13,182.01 
JPM JPMorgan Chase & Co.
+2.3%
+$72,084.58 
UMBF UMB Financial Corporation
+2.16%
+$8,013.72 
PM Philip Morris International Inc.
+2.04%
+$29,167.68 
TGT Target Corporation
+1.95%
+$5,758.56 
TFC Truist Financial Corporation
+1.91%
+$4,811.2 
TSLA Tesla, Inc.
+1.88%
+$50,861.45 
IAT iShares U.S. Regional Banks ETF
+1.75%
+$9,642.7 
UNP Union Pacific Corporation
+1.65%
+$7,699.64 
WFC Wells Fargo & Company
+1.64%
+$6,237 
IRM Iron Mountain Inc.
+1.61%
+$9,477.84 
GLW Corning Incorporated
+1.59%
+$12,982.2 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$6,328.35 
OKE ONEOK, Inc.
+1.56%
+$5,483.55 
BLK BlackRock, Inc.
+1.56%
+$3,799.2 
BAC Bank of America Corporation
+1.52%
+$19,507.32 
WPC W. P. Carey Inc.
+1.5%
+$4,260.1 
CAT Caterpillar Inc.
+1.48%
+$37,668.96 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+1.43%
+$1,363.25 
IYF iShares U.S. Financials ETF
+1.37%
+$4,325 
MCO Moody's Corporation
+1.37%
+$10,509.6 
NEE NextEra Energy, Inc.
+1.3%
+$5,223.34 
ABBV AbbVie Inc.
+1.3%
+$132,635.42 
CYTK Cytokinetics, Incorporated
+1.27%
+$4,400 
CAH Cardinal Health Inc.
+1.21%
+$5,073 
DVY iShares Select Dividend ETF
+1.19%
+$41,031.6 
ITW Illinois Tool Works Inc.
+1.17%
+$3,492.56 
EELV Invesco S&P Emerging Markets Low Volatility ETF
+1.12%
+$6,400 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.09%
+$5,229.51 
JNJ Johnson & Johnson
+1.07%
+$17,980.05 
INDA ISHARES MSCI INDIA ETF
+1.07%
+$2,116.5 
IDU iShares U.S. Utilities ETF
+1.05%
+$7,488 
V Visa Inc. Class A
+1.05%
+$8,760.85 
MPC Marathon Petroleum Corporation
+1.03%
+$4,271.92 
IJS iShares S&P Small-Cap 600 Value ETF
+1.02%
+$10,823.01 
IWD iShares Russell 1000 Value ETF
+1.02%
+$2,616.15 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$54,738.64 
IJR iShares Core S&P Small-Cap ETF
+1%
+$22,735.78 
VO Vanguard Mid-Cap ETF
+0.97%
+$34,046.19 
BLTE Belite Bio, Inc.
+0.96%
+$4,585 
APH Amphenol Corporation
+0.95%
+$4,376.1 
VTV Vanguard Value ETF
+0.94%
+$29,818.1 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$9,654.9 
SPEM SPDR Portfolio Emerging Markets ETF
+0.91%
+$2,975.57 
IWM iShares Russell 2000 ETF
+0.9%
+$3,675.86 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$11,044.37 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$68,979.98 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.89%
+$2,153.25 
HUBS HubSpot, Inc.
+0.89%
+$10,593 
MGV Vanguard Mega Cap Value ETF
+0.88%
+$12,514.46 
GERN Geron Corporation
+0.88%
+$255 
SPLV Invesco S&P 500 Low Volatility ETF
+0.87%
+$25,382.04 
NLR VanEck Uranium and Nuclear ETF
+0.87%
+$4,869.88 
HDV iShares Core High Dividend ETF
+0.87%
+$27,439.2 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
+0.86%
+$2,229.62 
PG Procter & Gamble Co
+0.85%
+$13,702.09 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.83%
+$2,420.8 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.83%
+$1,839.04 
ICF iShares Cohen & Steers Realty Majors ETF
+0.82%
+$2,147 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$19,654.44 
SDY SPDR S&P Dividend ETF
+0.82%
+$10,829.72 
GE General Electric Company
+0.81%
+$2,289.59 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$131,226.52 
SO The Southern Company
+0.8%
+$11,826.13 
IWMI Neos Russell 2000 High Income ETF
+0.78%
+$12,795.28 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$8,051.42 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.77%
+$9,309.2 
XLE Energy Select Sector SPDR Fund
+0.77%
+$9,984.48 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.76%
+$3,288 
CVX Chevron Corporation
+0.75%
+$15,054.09 
XBI SPDR S&P Biotech ETF
+0.75%
+$1,819.98 
VOT Vanguard Mid-Cap Growth ETF
+0.75%
+$15,222.48 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$11,517.83 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.74%
+$2,854.64 
JQUA JPMorgan U.S. Quality Factor ETF
+0.74%
+$6,450.6 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$31,097.21 
HD The Home Depot, Inc.
+0.73%
+$23,825.81 
VB Vanguard Small-Cap ETF
+0.73%
+$13,568.59 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$2,790.58 
MO Altria Group, Inc.
+0.72%
+$2,342.74 
COST Costco Wholesale Corporation
+0.72%
+$17,866.44 
UNH UnitedHealth Group Incorporated
+0.71%
+$3,552.18 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$4,050.03 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.71%
+$3,259.91 
QQQI Neos NASDAQ-100 High Income ETF
+0.7%
+$8,688.03 
MA Mastercard Incorporated
+0.7%
+$2,871.32 
DGRO iShares Core Dividend Growth ETF
+0.7%
+$10,041.67 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$6,237.72 
CGDV Capital Group Dividend Value ETF
+0.68%
+$13,976.49 
DUK Duke Energy Corporation
+0.64%
+$4,581.59 
WMB The Williams Companies, Inc.
+0.63%
+$3,226.95 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$4,596.48 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$41,570.61 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$17,022.03 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$35,119.27 
AVDE Avantis International Equity ETF
+0.6%
+$1,519.56 
VGT Vanguard Information Technology ETF
+0.6%
+$32,989.6 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.59%
+$1,836 
AEP American Electric Power Company, Inc.
+0.59%
+$3,802.28 
FDVV Fidelity High Dividend ETF
+0.59%
+$6,922.44 
IVV iShares Core S&P 500 ETF
+0.58%
+$2,008.11 
VOO Vanguard S&P 500 ETF
+0.58%
+$181,480.46 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$46,343.77 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$101,364.62 
IYRI Neos Real Estate High Income ETF
+0.56%
+$4,423.72 
SWK Stanley Black & Decker Inc.
+0.56%
+$1,748.4 
GOOGL Alphabet Inc
+0.56%
+$15,928.08 
HIO Western Asset High Income Opportunity Fund Inc.
+0.56%
+$201.24 
HON Honeywell International Inc.
+0.55%
+$1,645.6 
GPIX S&P 500 Core Premium Income Fund
+0.55%
+$11,840.4 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$29,293.92 
SPYI NEOS S&P 500 High Income ETF
+0.53%
+$22,310.4 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
+0.5%
+$1,647.56 
VTWG Vanguard Russell 2000 Growth ETF
+0.49%
+$1,694.5 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$5,829.45 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$1,325.72 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$1,427.3 
JEPI JPMorgan Equity Premium Income Fund
+0.47%
+$43,237.48 
GOOG Alphabet Inc
+0.46%
+$16,175.32 
WMT Walmart Inc.
+0.45%
+$13,377.57 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
+0.45%
+$1,780.45 
CSX CSX Corporation
+0.43%
+$2,157.01 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$23,585.66 
VIS Vanguard Industrials ETF
+0.42%
+$3,060.02 
JOYT JPMorgan Equity and Options Total Return ETF
+0.42%
+$1,752.37 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$1,540 
PEP PepsiCo, Inc.
+0.4%
+$15,273.14 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$1,775.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$3,989.56 
BMY Bristol-Myers Squibb Company
+0.4%
+$930.6 
NGG National Grid plc Sponsored ADR
+0.39%
+$1,026.88 
FAST Fastenal Co.
+0.39%
+$1,582.56 
NMZ Nuveen Municipal High Income Opportunity Fund
+0.39%
+$6,041.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$1,167.25 
AMGN Amgen Inc.
+0.34%
+$18,407.39 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.34%
+$5,009.07 
AOA iShares Core Aggressive Allocation ETF
+0.33%
+$1,664 
CGBL Capital Group Core Balanced ETF
+0.32%
+$35,500.44 
EFA iShares MSCI EAFE ETF
+0.31%
+$3,920 
WM Waste Management, Inc.
+0.29%
+$3,164.21 
MMM 3M Company
+0.29%
+$610.42 
XOM Exxon Mobil Corporation
+0.29%
+$11,966.44 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$704.99 
GCOW Pacer Global Cash Cows Dividend ETF
+0.26%
+$2,161.44 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.26%
+$1,719 
JGRO JPMorgan Active Growth ETF
+0.25%
+$2,193.72 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$9,886.8 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$11,768.68 
VUG Vanguard Growth ETF
+0.22%
+$17,436.3 
IQV IQVIA Holdings Inc.
+0.2%
+$414 
NVDA NVIDIA Corporation
+0.18%
+$41,283.49 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.18%
+$6,170.78 
RYLD Global X Russell 2000 Covered Call ETF
+0.16%
+$1,962.83 
CGGR Capital Group Growth ETF
+0.15%
+$356.65 
GWW W.W. Grainger, Inc.
+0.14%
+$1,073 
MSFT Microsoft Corp.
+0.13%
+$6,504.16 
PH Parker-Hannifin Corporation
+0.12%
+$5,163.4 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
+0.11%
+$450 
AOK iShares Core Conservative Allocation ETF
+0.11%
+$1,964.25 
IBB iShares Biotechnology ETF
+0.1%
+$229.5 
BABA Alibaba Group Holding Limited SP ADR
+0.1%
+$414.7 
KO The Coca-Cola Company
+0.1%
+$1,558.48 
ACP abrdn Income Credit Strategies Fund
+0.1%
+$67.3 
IAU iShares Gold Trust
+0.09%
+$233.03 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$235.2 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.06%
+$375 
GLD SPDR Gold Shares
+0.06%
+$1,020.7 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.05%
+$938.9 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.05%
+$260.95 
ORCL Oracle Corporation
+0.05%
+$181.24 
TJX The TJX Companies, Inc.
+0.05%
+$289.44 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$75.36 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.02%
+$932.67 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$35 
MCD McDonald's Corporation
+0.01%
+$31.98 
ACLX Arcellx, Inc.
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
GUG Guggenheim Active Allocation Fund
0%
$0 
RNAM Avidity Biosciences, Inc.
0%
$0 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
YNDX Yandex NV
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$66,924.15 
JKH iShares Morningstar Mid-Cap Growth ETF
-2.31%
-$9,675 
ALNY Alnylam Pharmaceuticals Inc
-2.26%
-$9,810 
ZTS Zoetis Inc.
-2.25%
-$4,064.43 
ABT Abbott Laboratories
-1.68%
-$54,181.82 
LMT Lockheed Martin Corporation
-1.54%
-$4,858.74 
AAPL Apple Inc.
-1.52%
-$239,157 
MRK Merck & Co., Inc.
-1.41%
-$25,738.68 
CRWD CrowdStrike Holdings, Inc.
-1.25%
-$12,237.38 
AMZN Amazon.com Inc
-1.21%
-$81,506.46 
NFLX Netflix, Inc.
-1.14%
-$2,445.9 
BA Boeing Company
-1.13%
-$5,032.55 
IBM International Business Machines Corporation
-0.97%
-$15,344.55 
AVGO Broadcom Inc.
-0.94%
-$10,298.93 
OKLO Oklo Inc.
-0.69%
-$1,421.24 
ARGX argenx SE American Depositary Receipt
-0.6%
-$3,252 
CSCO Cisco Systems, Inc.
-0.6%
-$9,989.32 
NVS Novartis AG Sponsored ADR
-0.57%
-$2,445.52 
MKC McCormick & Company, Incorporated
-0.56%
-$856.9 
ETN Eaton Corporation plc
-0.55%
-$4,796.02 
UPS United Parcel Service, Inc.
-0.52%
-$1,204.02 
TT Trane Technologies plc
-0.42%
-$4,987.12 
NOC Northrop Grumman Corporation
-0.4%
-$1,166.01 
DHR Danaher Corporation
-0.36%
-$682.49 
RTX RTX Corporation
-0.34%
-$4,508.35 
FDN First Trust Dow Jones Internet Index Fund
-0.31%
-$1,016.55 
EIM Eaton Vance Municipal Bond Fund
-0.3%
-$867.12 
DIS The Walt Disney Company
-0.3%
-$1,428.92 
META Meta Platforms Inc Class A
-0.23%
-$6,914.65 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$11,995.41 
NUV Nuveen Municipal Value Fund, Inc.
-0.22%
-$1,900 
MDT Medtronic plc
-0.21%
-$2,069.75 
GILD Gilead Sciences Inc.
-0.21%
-$1,023.36 
NUVL Nuvalent, Inc.
-0.16%
-$600 
JMUB JPMorgan Municipal Bond ETF
-0.15%
-$1,503.53 
VHT Vanguard Health Care ETF
-0.13%
-$2,154.45 
LOW Lowe's Companies Inc.
-0.12%
-$967.99 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$16,058.25 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$1,904.27 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.09%
-$268.88 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.09%
-$838.83 
FMHI First Trust Municipal High Income Fund
-0.07%
-$814.39 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$800.22 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.05%
-$460 
FMB First Trust Managed Municipal Fund
-0.04%
-$201.12 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$170.58 
BKLN Invesco Senior Loan ETF
-0.02%
-$172.5 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$50 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.02%
-$212 
MUB iShares National Muni Bond ETF
-0.01%
-$54.01 Events
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Dividends
Dividend Analysis
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| Trades 4744 | Longs Won 1842/4744 38% | Profit Factor 3.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $305,018.87 |
| Average Win $78,546.28 | Best Trade (Jun 12) $15.18M | Sharpe Ratio -13.03 |
| Average Loss -$14,442.49 | Worst Trade (Jun 12) -$2.71M | Z-Score 4.22 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 6d | Expectancy $21,663.18 |
| 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 | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
Returns
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