Jeffrey Gilbert Portfolio
Invests via Balboa Wealth Partners | Managed by Jeffrey Gilbert
Invests via Balboa Wealth Partners
Managed by Jeffrey Gilbert
Automatically Tracked
Jeffrey Gilbert Profile
With a strong background in financial services, Jeffrey Gilbert has carved out a niche as an influential figure in capital markets. His career includes significant leadership roles across several notable firms, where he has consistently driven business growth and strategic innovation. Known for his keen analytical skills, he contributes to the understanding of market dynamics while mentoring emerging leaders in finance. His professional journey is underscored by an ability to navigate complex transactions and foster client relationships that lead to sustained success within competitive environments.
With a strong background in financial services, Jeffrey Gilbert has carved out a niche as an influential figure in capital markets. His career includes significant leadership roles across several notable firms, where he has consistently driven business growth and strategic innovation. Known for his keen analytical skills, he contributes to the understanding of market dynamics while mentoring emerging leaders in finance. His professional journey is underscored by an ability to navigate complex transactions and foster client relationships that lead to sustained success within competitive environments.
Investment Philosophy & Strategy
Operating within the investment landscape, Jeffrey Gilbert champions a growth-oriented strategy that aligns well with market evolution. Drawing on his extensive leadership experience in financial services, he seeks out transformational opportunities that advance business objectives while enhancing value creation. The focus remains on identifying dynamic sectors poised for expansion and leveraging innovative solutions to achieve competitive advantages. As a mentor and industry leader, he fosters collaboration and insightful decision-making among peers, ensuring strategic initiatives are driven by an acute understanding of market movements.
Operating within the investment landscape, Jeffrey Gilbert champions a growth-oriented strategy that aligns well with market evolution. Drawing on his extensive leadership experience in financial services, he seeks out transformational opportunities that advance business objectives while enhancing value creation. The focus remains on identifying dynamic sectors poised for expansion and leveraging innovative solutions to achieve competitive advantages. As a mentor and industry leader, he fosters collaboration and insightful decision-making among peers, ensuring strategic initiatives are driven by an acute understanding of market movements.
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:
128.95%
Gain -1.44%
Monthly
2.37%
Yearly
32.43%
Drawdown
25.55%
$712.54M
Equity
Holdings
$712.54M
Investment
$456.61M
$364.56M
Profit -$6.39M
Realized
$108.64M
Unrealized
$255.93M
Dividends
$20.26M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.44%
Profit
-$6.39M
Win %
71%
This Week
Compared To Last Week
Gain
-0.89%
Profit
-$6.39M
Win %
71%
This Month
Compared to last month
Gain
-0.73%
Profit
-$5.27M
Win %
71%
This Year
Compared to last year
Gain
-1.11%
Profit
-$8.02M
Win %
72%
ZS Zscaler Inc.
+15.9%
+$43,776.05 
QLYS Qualys, Inc.
+15.7%
+$45,588.44 
NOWL GraniteShares 2x Long NOW Daily ETF
+15.14%
+$10,629 
CRWD CrowdStrike Holdings, Inc.
+14.95%
+$371,417.88 
PANW Palo Alto Networks, Inc.
+14.07%
+$282,687.84 
FTNT Fortinet Inc.
+8.94%
+$132,259.88 
NET Cloudflare Inc.
+8.23%
+$40,182.06 
NUTX Nutex Health Inc.
+7.99%
+$26,408.25 
AVPT AvePoint, Inc.
+7.63%
+$18,992.49 
NOW ServiceNow, Inc.
+7.61%
+$216,840.96 
CIBR First Trust NASDAQ Cybersecurity ETF
+6.33%
+$47,035.2 
AVAV AeroVironment Inc.
+5.84%
+$20,831.17 
IGV iShares Expanded Tech-Software Sector ETF
+5.27%
+$16,526.15 
AJG Arthur J. Gallagher & Co.
+4.9%
+$17,438.76 
ADBE Adobe Inc.
+4.71%
+$26,575.56 
EVLV Evolv Technologies Holdings, Inc.
+4.61%
+$2,703.85 
NFLX Netflix, Inc.
+4.04%
+$89,314.55 
BOX Box Inc.
+3.97%
+$11,201.06 
PLTR Palantir Technologies Inc.
+3.58%
+$267,758.99 
APP AppLovin Corporation Class A Common Stock
+3.5%
+$156,085.34 
AVAH Aveanna Healthcare Holdings Inc.
+3.27%
+$12,573.18 
GOOGL Alphabet Inc
+3.18%
+$203,693.01 
ARLO Arlo Technologies Inc.
+3.11%
+$7,842.89 
IBM International Business Machines Corporation
+3.06%
+$17,149.2 
GOOG Alphabet Inc
+3.04%
+$431,214.78 
AXON Axon Enterprise, Inc.
+3.01%
+$6,398.04 
SKYY First Trust Cloud Computing ETF
+3%
+$8,350.5 
CI The Cigna Group
+2.8%
+$6,114.99 
ADP Automatic Data Processing Inc.
+2.8%
+$7,131.73 
MSFT Microsoft Corp.
+2.72%
+$763,776 
META Meta Platforms Inc Class A
+2.71%
+$306,470.06 
SUI Sun Communities Inc.
+2.62%
+$13,994.28 
LLY Eli Lilly and Company
+2.55%
+$42,100.9 
MDT Medtronic plc
+2.51%
+$9,910.61 
MCK McKesson Corporation
+2.46%
+$12,243.55 
TGT Target Corporation
+2.44%
+$18,190.6 
DIS The Walt Disney Company
+2.4%
+$10,250.24 
HONA Honeywell Aerospace Inc.
+2.36%
+$3,817.37 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+2.29%
+$26,179.35 
MO Altria Group, Inc.
+2.26%
+$9,174.36 
AZN AstraZeneca PLC American Depositary Shares
+2.25%
+$4,113.31 
CMG Chipotle Mexican Grill, Inc.
+2.22%
+$12,336.62 
IBIT iShares Bitcoin Trust
+2.14%
+$16,488.72 
WMT Walmart Inc.
+2.06%
+$21,236.35 
WM Waste Management, Inc.
+2.01%
+$6,609.08 
HOOD Robinhood Markets, Inc.
+2%
+$26,843.52 
MCD McDonald's Corporation
+1.92%
+$13,352.05 
BITQ Bitwise Crypto Industry Innovators ETF
+1.88%
+$5,225.87 
DDS Dillard's Inc.
+1.83%
+$112,320.29 
ISRG Intuitive Surgical, Inc.
+1.79%
+$13,495.02 
ABBV AbbVie Inc.
+1.64%
+$42,339.97 
CL Colgate-Palmolive Company
+1.64%
+$3,720.4 
LAR Lithium Argentina AG
+1.62%
+$3,238.36 
NOC Northrop Grumman Corporation
+1.53%
+$5,367.44 
KTOS Kratos Defense & Security Solutions, Inc.
+1.47%
+$11,832.21 
UPS United Parcel Service, Inc.
+1.47%
+$11,183.45 
COST Costco Wholesale Corporation
+1.46%
+$79,446.8 
T AT&T Inc.
+1.44%
+$14,153.62 
PM Philip Morris International Inc.
+1.43%
+$11,809.41 
V Visa Inc. Class A
+1.43%
+$31,946.25 
XLV Health Care Select Sector SPDR Fund
+1.4%
+$10,055.43 
SPGI S&P Global Inc.
+1.33%
+$5,225.22 
XLP Consumer Staples Select Sector SPDR Fund
+1.32%
+$4,944.87 
UNH UnitedHealth Group Incorporated
+1.29%
+$5,641.59 
VZ Verizon Communications Inc.
+1.29%
+$20,538.18 
COLL Collegium Pharmaceutical Inc.
+1.21%
+$1,939.85 
PAHC Phibro Animal Health Corporation
+1.21%
+$3,396.14 
GILD Gilead Sciences Inc.
+1.2%
+$3,007.21 
NVO Novo Nordisk A/S Sponsored ADR
+1.09%
+$7,261.97 
MEDP Medpace Holdings Inc.
+1.08%
+$5,126.01 
IREN IREN Limited
+1.07%
+$2,087.74 
CVS CVS Health Corporation
+1.06%
+$2,018 
HTGC Hercules Capital Inc.
+0.98%
+$4,756.09 
YOU Clear Secure Inc.
+0.97%
+$3,157.41 
GSOL Grayscale Solana Trust
+0.97%
+$1,066.42 
ULTA Ulta Beauty Inc.
+0.95%
+$3,016 
MRK Merck & Co., Inc.
+0.93%
+$9,016.93 
ABT Abbott Laboratories
+0.93%
+$6,312.6 
GDLC Grayscale Digital Large Cap Fund LLC
+0.91%
+$2,585.05 
DOGG Ft Vest Dow Jones Industrial Average Dogs 10 Target Mutual Fund
+0.89%
+$1,975.5 
MA Mastercard Incorporated
+0.87%
+$24,889.76 
SHLD Global X Defense Tech ETF
+0.87%
+$9,971.86 
ILMN Illumina, Inc.
+0.85%
+$5,244.8 
BRK-B Berkshire Hathaway Inc.
+0.81%
+$58,452.16 
OXY Occidental Petroleum Corporation
+0.76%
+$4,827.16 
JNJ Johnson & Johnson
+0.75%
+$19,462.1 
AMGN Amgen Inc.
+0.75%
+$2,566.81 
FTCS First Trust Capital Strength ETF
+0.75%
+$2,238.8 
KO The Coca-Cola Company
+0.7%
+$6,823.43 
AXP American Express Company
+0.69%
+$15,354.4 
OMAH VistaShares Target 15 Berkshire Select Income ETF
+0.68%
+$3,469.5 
D Dominion Energy, Inc.
+0.67%
+$3,019.03 
USMV iShares MSCI USA Min Vol Factor ETF
+0.65%
+$1,613.3 
HD The Home Depot, Inc.
+0.65%
+$6,655.14 
LMT Lockheed Martin Corporation
+0.65%
+$7,706.65 
BRK-A Berkshire Hathaway Inc.
+0.62%
+$38,116 
ITW Illinois Tool Works Inc.
+0.61%
+$2,200.88 
SCHD Schwab U.S. Dividend Equity ETF
+0.6%
+$5,367.72 
SMR NuScale Power Corporation
+0.58%
+$669.25 
OKE ONEOK, Inc.
+0.57%
+$5,358.23 
PG Procter & Gamble Co
+0.56%
+$4,664.16 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.55%
+$2,732.12 
CB Chubb Limited
+0.55%
+$1,480 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.54%
+$1,450.84 
MCB Metropolitan Bank Holding Corp.
+0.5%
+$976.05 
AAPL Apple Inc.
+0.48%
+$115,573.56 
BLBD Blue Bird Corporation
+0.45%
+$932.12 
SMA SmartStop Self Storage REIT Inc.
+0.45%
+$1,033.56 
SPCX Space Exploration Technologies Corp. Class A
+0.45%
+$2,197.73 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.36%
+$1,229.97 
TLT iShares 20+ Year Treasury Bond ETF
+0.36%
+$681.21 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+0.36%
+$883.12 
EAT Brinker International Inc.
+0.35%
+$1,652.69 
SCHQ Schwab Long-Term U.S. Treasury ETF
+0.32%
+$620.73 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
+0.28%
+$2,037.92 
TRV The Travelers Companies, Inc.
+0.27%
+$1,822 
XYZ Block, Inc.
+0.27%
+$1,149.33 
FAAR First Trust Alternative Absolute Return Strategy ETF
+0.25%
+$1,439.45 
MELI MercadoLibre, Inc.
+0.25%
+$852.62 
FVD First Trust Value Line Dividend Index Fund
+0.24%
+$869.52 
LQTI FT Vest Investment Grade & Target Income ETF
+0.2%
+$5,049.79 
SBUX Starbucks Corporation
+0.18%
+$462.96 
ARCC Ares Capital Corporation
+0.18%
+$1,221.36 
CVSA Adtalem Global Education Inc.
+0.17%
+$521.43 
TJX The TJX Companies, Inc.
+0.16%
+$933.98 
BYD Boyd Gaming Corporation
+0.16%
+$429.87 
RWL Invesco S&P 500 Revenue ETF
+0.16%
+$350.7 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.16%
+$7,673.05 
EPD Enterprise Products Partners L.P.
+0.15%
+$422.58 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.15%
+$376.02 
JCPB JPMorgan Core Plus Bond ETF
+0.13%
+$1,245.14 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.12%
+$366.66 
KMI Kinder Morgan, Inc.
+0.11%
+$424.31 
FTMS Franklin Short-Term Municipal Income ETF
+0.1%
+$358.85 
MAA Mid-America Apartment Communities, Inc.
+0.1%
+$202.25 
PEP PepsiCo, Inc.
+0.1%
+$402.98 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$2,600.24 
BND Vanguard Total Bond Market Index Fund
+0.1%
+$1,266.91 
CGCP Capital Group Core Plus Income ETF
+0.09%
+$507.12 
PFE Pfizer Inc.
+0.09%
+$657.9 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.08%
+$686.92 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.08%
+$916.51 
IEI iShares 3-7 Year Treasury Bond ETF
+0.07%
+$262.48 
SRLN SPDR Blackstone Senior Loan ETF
+0.06%
+$168.37 
GD General Dynamics Corporation
+0.06%
+$565.74 
RSP Invesco S&P 500 Equal Weight ETF
+0.05%
+$392.49 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$281.33 
VUG Vanguard Growth ETF
+0.04%
+$669.92 
CLOI VanEck CLO ETF
+0.04%
+$113.5 
XLSR SPDR SSGA US Sector Rotation ETF
+0.04%
+$481.82 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.03%
+$505.54 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.03%
+$114.85 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$131.43 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.02%
+$168.94 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.02%
+$32.8 
SMBC Southern Missouri Bancorp Inc.
+0.01%
+$129.43 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$30.93 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$77.68 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$1,651.81 
SGVT Schwab Government Money Market ETF
+0.01%
+$21.2 
FYX First Trust Small Cap Core AlphaDEX Fund
+0.01%
+$45.2 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$72.79 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$93.38 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 1891
18915MAC1
0%
$0 5165
516544AB9
0%
$0 0097
00971TAL5
0%
$0 6933
69331CAL2
0%
$0 8425
842587DZ7
0%
$0 LAC
LAC
0%
$0 4013
40131MAB5
0%
$0 0906
09061GAK7
0%
$0 6655
665531AJ8
0%
$0 2521
252131AM9
0%
$0 8816
88162GAB9
0%
$0 1630
163086AE1
0%
$0 9035
90353TAM2
0%
$0 9293
92939UAR7
0%
$0 8334
833445AB5
0%
$0 4063
40637HAD1
0%
$0 0079
007973AE0
0%
$0 5900
59001ABF8
0%
$0 TMAR
TMAR
0%
$0 6710
671044AF2
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$151,725.42 
GLW Corning Incorporated
-12.86%
-$233,902 
NOK Nokia Corporation Sponsored ADR
-11.86%
-$19,273.32 
TER Teradyne, Inc.
-11.74%
-$20,461.21 
COHR Coherent Corp.
-10.41%
-$43,633.94 
LITE Lumentum Holdings Inc.
-8.64%
-$22,350.7 
GEV GE Vernova Inc.
-8.54%
-$43,327.5 
ARM Arm Holdings plc American Depositary Receipt
-8.44%
-$66,141.2 
ETN Eaton Corporation plc
-7.72%
-$65,788.54 
CLS Celestica Inc.
-7.48%
-$25,955.92 
VRT Vertiv Holdings Co
-7.31%
-$373,244.56 
LRCX Lam Research Corporation
-7.3%
-$47,610.99 
STRL Sterling Infrastructure, Inc.
-7.08%
-$389,660.16 
CIEN Ciena Corporation
-6.93%
-$13,641.49 
ALNT Alliant Energy Corporation
-6.92%
-$26,066.71 
AMAT Applied Materials, Inc.
-6.4%
-$66,592.36 
JCI Johnson Controls International plc
-6.31%
-$39,805.62 
ASML ASML Holding N.V. New York Registry Shares
-6.25%
-$360,319.96 
FN Fabrinet
-5.99%
-$21,572.92 
KLIC Kulicke & Soffa Industries, Inc.
-5.98%
-$16,086.89 
MYRG Myr Group Inc.
-5.98%
-$9,598.42 
APH Amphenol Corporation
-5.95%
-$76,047.6 
KLAC KLA Corporation
-5.9%
-$8,048.3 
DRAM Roundhill Memory ETF
-5.88%
-$36,546.57 
FIX Comfort Systems USA, Inc.
-5.87%
-$28,362.61 
BE Bloom Energy Corporation
-5.67%
-$16,808.1 
CRDO Credo Technology Group Holding Ltd.
-5.5%
-$23,510.37 
BAC Bank of America Corporation
-5.33%
-$26,559.68 
POWI Power Integrations Inc.
-5.3%
-$7,110.59 
MRVL Marvell Technology, Inc.
-5.29%
-$107,250 
EWY iShares MSCI South Korea ETF
-5.19%
-$14,927.58 
AGX Argan Inc.
-4.98%
-$13,451.8 
PLXS Plexus Corp.
-4.96%
-$17,547.95 
SOXX iShares Semiconductor ETF
-4.81%
-$24,301.07 
VST Vistra Corp
-4.8%
-$18,901.63 
APLD Applied Digital Corporation
-4.78%
-$30,026.08 
CRWV CoreWeave, Inc.
-4.76%
-$14,967.9 
MU Micron Technology, Inc.
-4.63%
-$618,459.98 
DLR Digital Realty Trust, Inc.
-4.53%
-$39,033.56 
ANET Arista Networks, Inc.
-4.53%
-$34,676.33 
ON ON Semiconductor Corporation
-4.48%
-$13,807.09 
GS The Goldman Sachs Group, Inc.
-4.37%
-$133,516.89 
BIPC Brookfield Infrastructure Partners L.P.
-4.36%
-$17,534.06 
DELL Dell Technologies Inc.
-4.33%
-$83,018.75 
AVGO Broadcom Inc.
-4.32%
-$366,257.76 
INTC Intel Corporation
-4.29%
-$81,147.7 
NTAP NetApp, Inc.
-4.21%
-$13,095.6 
C Citigroup Inc.
-4.21%
-$22,768.24 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-4.2%
-$34,451.01 
TT Trane Technologies plc
-4.17%
-$9,918.02 
VOLT Tema Electrification Fund
-4.15%
-$37,879.54 
PWR Quanta Services Inc.
-4.11%
-$33,519.45 
SMH VanEck Semiconductor ETF
-4.1%
-$14,859.03 
ORCL Oracle Corporation
-4.07%
-$63,975.13 
CAT Caterpillar Inc.
-3.93%
-$45,502.53 
AMD Advanced Micro Devices, Inc.
-3.88%
-$1.37M 
MS Morgan Stanley
-3.84%
-$33,018.76 
CMI Cummins Inc.
-3.62%
-$18,826.22 
BEP Brookfield Renewable Partners L.P.
-3.52%
-$8,082.78 
UEC Uranium Energy Corp.
-3.49%
-$11,012.05 
BNY BlackRock New York Municipal Income Trust
-3.42%
-$17,183.45 
WDC Western Digital Corporation
-3.39%
-$18,014.18 
KALU Kaiser Aluminum Corporation
-3.35%
-$6,370.65 
CCJ Cameco Corporation
-3.31%
-$40,899.19 
SNDK SanDisk Corporation
-3.27%
-$10,891.56 
STT State Street Corp
-3.1%
-$7,937.37 
UTG Reaves Utility Income Fund
-2.96%
-$8,804.32 
AZZ Azz Inc.
-2.95%
-$8,896.08 
NEM Newmont Corporation
-2.91%
-$9,237.5 
URA Global X Uranium ETF
-2.85%
-$33,796.2 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.78%
-$5,751.2 
LEU Centrus Energy Corp.
-2.73%
-$8,112 
EMR Emerson Electric Co.
-2.7%
-$9,563.26 
NVDA NVIDIA Corporation
-2.69%
-$1.47M 
MWA Mueller Water Products Inc.
-2.61%
-$11,832.5 
NBIS Nebius Group N.V.
-2.52%
-$64,461.74 
SCCO Southern Copper Corporation
-2.5%
-$34,457.99 
B BARRICK MINING CORP Common Stock (ABR0)
-2.43%
-$32,083.02 
SPMO Invesco S&P 500 Momentum ETF
-2.42%
-$32,561.3 
PH Parker-Hannifin Corporation
-2.42%
-$33,611.38 
ROK Rockwell Automation, Inc.
-2.37%
-$4,441.32 
AIRR First Trust RBA American Industrial Renaissance ETF
-2.19%
-$8,215.6 
JPM JPMorgan Chase & Co.
-2.15%
-$80,243.64 
EEM iShares MSCI Emerging Markets ETF
-2.15%
-$8,416.9 
GE General Electric Company
-2.14%
-$11,312.2 
IEMG iShares Core MSCI Emerging Markets ETF
-2.04%
-$12,635.82 
PAVE Global X U.S. Infrastructure Development ETF
-1.99%
-$3,939.87 
STX Seagate Technology Holdings plc
-1.92%
-$11,110.18 
IXN iShares Global Tech ETF
-1.91%
-$10,638.85 
MMM 3M Company
-1.91%
-$4,261.95 
AVEM Avantis Emerging Markets Equity ETF
-1.8%
-$37,671.44 
ALB Albemarle Corporation
-1.79%
-$5,460 
AIT Applied Industrial Technologies Inc.
-1.74%
-$6,869.06 
AER AerCap Holdings N.V.
-1.73%
-$23,826.25 
RTX RTX Corporation
-1.71%
-$32,445.13 
STLD Steel Dynamics Inc.
-1.61%
-$3,778.94 
CGNG Capital Group New Geography Equity ETF
-1.6%
-$5,513.89 
XLI Industrial Select Sector SPDR Fund
-1.57%
-$3,728.96 
IYM iShares U.S. Basic Materials ETF
-1.56%
-$21,466.06 
TXN Texas Instruments Inc
-1.55%
-$5,578.57 
FDT First Trust Developed Markets ex-US Fund
-1.52%
-$31,191.92 
IFRA iShares U.S. Infrastructure
-1.49%
-$11,106.42 
NUE Nucor Corporation
-1.49%
-$20,485.02 
BWXT Bwx Technologies Inc.
-1.45%
-$2,986.6 
WTS Watts Water Technologies Inc.
-1.32%
-$3,459.2 
FFAI Faraday Future Intelligent Electric Inc.
-1.31%
-$1.76 
GROZ Zacks Focus Growth ETF
-1.26%
-$8,830.81 
ACHR Archer Aviation Inc.
-1.26%
-$1,621.06 
XLK State Street Technology Select Sector SPDR ETF
-1.18%
-$43,547.52 
IYZ iShares U.S. Telecommunications ETF
-1.17%
-$12,708.83 
MPLX MPLX LP
-1.12%
-$2,493.07 
CGGO Capital Group Global Growth Equity ETF
-1.11%
-$7,995.76 
SSD Simpson Manufacturing Co., Inc.
-1.09%
-$3,437.1 
XAR SPDR S&P Aerospace & Defense ETF
-1.06%
-$9,487.22 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.06%
-$3,718.18 
FEMB First Trust Emerging Markets Local Currency Bond ETF
-1.03%
-$3,383.06 
TDVI FT Vest Technology Dividend Mutual Fund
-1%
-$2,650.88 
F Ford Motor Company
-1%
-$1,655.5 
FMF First Trust Managed Futures Strategy Fund
-0.99%
-$5,909.28 
SLV iShares Silver Trust
-0.99%
-$3,230.35 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.96%
-$3,095.19 
SCHE Schwab Emerging Markets Equity ETF
-0.96%
-$17,207.21 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
-0.94%
-$21,506.3 
VWO Vanguard FTSE Emerging Markets ETF
-0.94%
-$37,813.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.91%
-$63,151.11 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.89%
-$5,485.45 
BX Blackstone Inc.
-0.87%
-$2,336.62 
VEU Vanguard FTSE All-World ex-US ETF
-0.87%
-$4,581.75 
TSLA Tesla, Inc.
-0.87%
-$380,779.56 
SCHF Schwab International Equity ETF
-0.87%
-$25,036.79 
GLD SPDR Gold Shares
-0.85%
-$46,718.36 
SCHC Schwab International Small-Cap Equity ETF
-0.85%
-$5,377.15 
QUIZ Zacks Quality International Fund
-0.85%
-$24,388.5 
SGOL abrdn Physical Gold Shares ETF
-0.83%
-$10,205.1 
AVDV Avantis International Small Cap Value ETF
-0.83%
-$21,331.42 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.82%
-$5,302.73 
SPEM SPDR Portfolio Emerging Markets ETF
-0.81%
-$7,338.05 
QCOM QUALCOMM Incorporated
-0.81%
-$4,214.49 
AEP American Electric Power Company, Inc.
-0.79%
-$2,247.1 
LNG Cheniere Energy Inc.
-0.79%
-$9,257.6 
ICVT iShares Convertible Bond ETF
-0.79%
-$2,467.8 
CGIC Capital Group International Core Equity ETF
-0.79%
-$2,409.32 
SCHA Schwab U.S. Small-Cap ETF
-0.78%
-$19,702.49 
XLE Energy Select Sector SPDR Fund
-0.78%
-$32,621.13 
CSCO Cisco Systems, Inc.
-0.78%
-$10,856.73 
TRFM AAM Transformers ETF
-0.77%
-$2,432.24 
VYM Vanguard High Dividend Yield ETF
-0.77%
-$14,050 
MPC Marathon Petroleum Corporation
-0.77%
-$5,578.23 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.74%
-$1,872.1 
XLF Financial Select Sector SPDR Fund
-0.74%
-$7,727.77 
HBAN Huntington Bancshares Incorporated
-0.74%
-$3,294.25 
IJH iShares Core S&P Mid-Cap ETF
-0.74%
-$5,232.18 
CGGE Capital Group Global Equity ETF
-0.73%
-$4,104.23 
MDY SPDR S&P MidCap 400 ETF Trust
-0.72%
-$44,779.46 
IYE iShares U.S. Energy ETF
-0.72%
-$9,060.98 
USB U.S. Bancorp
-0.7%
-$1,726.12 
RDVI FT Vest Rising Dividend Achievers Fund
-0.68%
-$15,821.93 
RYT Invesco S&P 500 Equal Weight ETF
-0.68%
-$1,365.76 
BKIE BNY Mellon International Equity ETF
-0.67%
-$4,836.9 
SCHM Schwab U.S. Mid-Cap ETF
-0.67%
-$2,558.45 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.65%
-$10,980.75 
ESLT Elbit Systems Ltd.
-0.64%
-$2,073.48 
ZWS Zurn Elkay Water Solutions Corporation
-0.64%
-$1,546.98 
GUT The Gabelli Utility Trust
-0.62%
-$4,417.72 
HGER Harbor Commodity All-Weather Fund
-0.62%
-$4,967.77 
ECC Eagle Point Credit Company Inc.
-0.62%
-$2,013.37 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.61%
-$8,643.01 
AMZN Amazon.com Inc
-0.58%
-$77,935.32 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.57%
-$1,512.72 
LOOP Loop Industries Inc.
-0.57%
-$140.6 
DFUV Dimensional US Marketwide Value ETF
-0.57%
-$6,241.95 
ED Consolidated Edison, Inc.
-0.54%
-$2,083.35 
CGBL Capital Group Core Balanced ETF
-0.53%
-$3,347.4 
ACWI iShares MSCI ACWI ETF
-0.53%
-$4,076.6 
VTV Vanguard Value ETF
-0.53%
-$14,000.82 
WMB The Williams Companies, Inc.
-0.52%
-$2,279.62 
SSO ProShares Ultra S&P500
-0.51%
-$2,237.92 
VT Vanguard Total World Stock ETF
-0.49%
-$1,599 
VONG Vanguard Russell 1000 Growth Fund
-0.48%
-$3,344.63 
VOE Vanguard Mid-Cap Value ETF
-0.48%
-$2,330.46 
CAH Cardinal Health Inc.
-0.47%
-$1,305.36 
IEFA iShares Core MSCI EAFE ETF
-0.47%
-$3,932.02 
CGUS Capital Group Core Equity ETF
-0.47%
-$2,225.58 
EFA iShares MSCI EAFE ETF
-0.47%
-$1,321.5 
IWF iShares Russell 1000 Growth ETF
-0.47%
-$6,707.76 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.46%
-$1,041.72 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.45%
-$2,374.23 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.45%
-$1,857.75 
VO Vanguard Mid-Cap ETF
-0.44%
-$2,068.2 
SDVD FT Vest Smid Rising Dividend Fund
-0.44%
-$2,449.25 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.43%
-$937.21 
CGDV Capital Group Dividend Value ETF
-0.42%
-$1,488.06 
VOT Vanguard Mid-Cap Growth ETF
-0.41%
-$2,236.85 
DFAI Dimensional International Core Equity Market ETF
-0.41%
-$1,197.35 
IJR iShares Core S&P Small-Cap ETF
-0.41%
-$2,551.42 
DUK Duke Energy Corporation
-0.39%
-$5,389.35 
IUSG iShares Core S&P U.S. Growth ETF
-0.38%
-$966.42 
EVRG Evergy Inc.
-0.38%
-$1,643.57 
XOM Exxon Mobil Corporation
-0.37%
-$6,328.85 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.37%
-$4,181.49 
SCHH Schwab U.S. REIT ETF
-0.37%
-$2,602.19 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.36%
-$852.6 
RITM Rithm Capital Corp.
-0.36%
-$658.28 
QQQM Invesco NASDAQ 100 ETF
-0.35%
-$821.33 
LIN Linde plc
-0.35%
-$1,601.47 
SO The Southern Company
-0.35%
-$3,446.8 
MAXJ iShares Large Cap Max Buffer ETF - June
-0.34%
-$5,379.7 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$23,054.06 
BP BP p.l.c. Sponsored ADR
-0.34%
-$2,069.87 
XLG Invesco S&P 500 Top 50 ETF
-0.33%
-$1,888.11 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.33%
-$1,654.12 
PLD Prologis Inc.
-0.32%
-$970.64 
MAIN Main Street Capital Corporation
-0.32%
-$1,740.24 
DAL Delta Air Lines, Inc.
-0.32%
-$974.87 
HII Huntington Ingalls Industries Inc.
-0.32%
-$661.28 
PFF iShares Preferred and Income Securities ETF
-0.32%
-$815.38 
IYW iShares U.S. Technology ETF
-0.31%
-$4,378.86 
SCHW Charles Schwab Corporation
-0.31%
-$2,117.87 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.31%
-$1,759.44 
CVX Chevron Corporation
-0.3%
-$3,919.01 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.3%
-$2,051.86 
DFAT Dimensional US Targeted Value ETF
-0.3%
-$4,411.26 
QQQI Neos NASDAQ-100 High Income ETF
-0.27%
-$760.09 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.27%
-$980 
BA Boeing Company
-0.26%
-$7,126.35 
CGDG Capital Group Dividend Growers ETF
-0.26%
-$870.2 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.26%
-$5,050.8 
IVV iShares Core S&P 500 ETF
-0.26%
-$3,984.01 
FPE First Trust Preferred Securities and Income ETF
-0.26%
-$820.85 
SCHB Schwab U.S. Broad Market ETF
-0.25%
-$645.75 
AVUV Avantis U.S. Small Cap Value ETF
-0.25%
-$1,011.78 
VOO Vanguard S&P 500 ETF
-0.25%
-$23,155.14 
VB Vanguard Small-Cap ETF
-0.25%
-$3,131.1 
FTQI First Trust Nasdaq BuyWrite Fund
-0.25%
-$2,432.98 
SPY SPDR S&P 500 ETF Trust
-0.24%
-$31,640.62 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.24%
-$822.8 
MCO Moody's Corporation
-0.24%
-$759.32 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.23%
-$484.88 
IWB iShares Russell 1000 ETF
-0.23%
-$1,482.16 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.23%
-$22,413.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.23%
-$478.04 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.21%
-$2,255.04 
SCHX Schwab U.S. Large-Cap ETF
-0.2%
-$15,970.96 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.2%
-$4,371.62 
BUFQ FT Nasdaq Buffer ETF July.
-0.19%
-$643.35 
LMAT Lemaitre Vascular Inc.
-0.19%
-$330.9 
SPYI NEOS S&P 500 High Income ETF
-0.18%
-$1,718.55 
BUFB Innovator Laddered Allocation Buffer ETF
-0.17%
-$376.25 
JHMD John Hancock Multifactor Developed International ETF
-0.17%
-$565.12 
UPWK Upwork Inc.
-0.17%
-$250.78 
GPIX S&P 500 Core Premium Income Fund
-0.17%
-$1,815.73 
AGM Federal Agricultural Mortgage Corporation
-0.16%
-$1,040.25 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.15%
-$425.29 
JEPI JPMorgan Equity Premium Income Fund
-0.14%
-$1,228.85 
FTLS First Trust Long/Short Equity ETF
-0.14%
-$1,367.74 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.14%
-$368.55 
LEND SEI High Yield Bond & Alternative Credit ETF
-0.14%
-$313.21 
YMAR FT VT International Equity Market Fund - Class B
-0.14%
-$297.52 
PACS Pacs Group Inc.
-0.13%
-$444.3 
HYEM VanEck Emerging Markets High Yield Bond Fund
-0.13%
-$414.87 
WELL Welltower Inc.
-0.12%
-$925.68 
CGGR Capital Group Growth ETF
-0.12%
-$710.76 
FTHY First Trust High Yield Opportunities 2027 Fund
-0.12%
-$353.44 
IVE ISHARES S&P 500 VALUE ETF
-0.11%
-$297.5 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.1%
-$223.44 
BINC iShares Flexible Income Active ETF
-0.09%
-$798.12 
HYTI FT Vest High Yield & Target Income ETF
-0.08%
-$1,811.79 
JPIE JPMorgan Income ETF
-0.08%
-$402.61 
UNP Union Pacific Corporation
-0.07%
-$270.09 
BUXX Strive Enhanced Income Short Duration Fund
-0.07%
-$245.93 
AMT American Tower Corporation
-0.07%
-$312.25 
RMOP Rockefeller Opportunistic Municipal Bond ETF
-0.06%
-$572.64 
IWM iShares Russell 2000 ETF
-0.05%
-$666.82 
SPLV Invesco S&P 500 Low Volatility ETF
-0.05%
-$105 
ZECP Zacks Earnings Consistent Portfolio
-0.04%
-$2,741.86 
BUFR FT Vestladder Buffer ETF-USD I
-0.04%
-$622.2 
CSHI Neos Enhanced Income Cash Alternative ETF
-0.03%
-$326.32 
CGMU Capital Group Municipal Income ETF
-0.02%
-$93.33 
SCYB Schwab High Yield Bond ETF
-0.02%
-$102.16 
VYMI Vanguard International High Dividend Yield Index Fund
-0.02%
-$101.66 
IWD iShares Russell 1000 Value ETF
-0.02%
-$309.84 
VSDB Vanguard Short Duration Bond ETF
-0.01%
-$143.37 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$376.13 
LMBS First Trust Low Duration Opportunities ETF
-0.01%
-$24.46 
SPG Simon Property Group, Inc.
-0.01%
-$10.59 
JNK SPDR Bloomberg High Yield Bond ETF
-0.01%
-$34.23 
VONV Vanguard Russell 1000 Value Index Fund
0%
-$33.22 Events
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Dividends
Dividend Analysis
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| Trades 4863 | Longs Won 3443/4863 70% | Profit Factor 12.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $852,015.46 |
| Average Win $115,302.66 | Best Trade (Sep 08) $46.75M | Sharpe Ratio -14.56 |
| Average Loss -$22,833.77 | Worst Trade (Sep 30) -$2.34M | Z-Score 11.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w | Expectancy $74,966.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0079 007973AE0 | 10,000 | $10.22 | $27.4 | - | $17.18 | 168.1% | 0.0 |
| 0097 00971TAL5 | 11,000 | $10.66 | $13.08 | - | $2.42 | 22.7% | 0.0 |
| 0906 09061GAK7 | 14,000 | $13.39 | $13.6 | - | $0.21 | 1.57% | 0.0 |
| 1630 163086AE1 | 10,000 | $10.94 | $22.36 | - | $11.42 | 104.39% | 0.0 |
| 1891 18915MAC1 | 11,000 | $11.05 | $14.11 | - | $3.06 | 27.69% | 0.0 |
| 2521 252131AM9 | 15,000 | $14.11 | $13.87 | - | -$0.24 | -1.7% | 0.0 |
| 4013 40131MAB5 | 14,000 | $17.41 | $17.41 | - | - | - | 0.0 |
| 4063 40637HAD1 | 10,000 | $11.56 | $11.14 | - | -$0.42 | -3.63% | 0.0 |
| 5165 516544AB9 | 11,000 | $12.53 | $16.12 | - | $3.59 | 28.65% | 0.0 |
| 5900 59001ABF8 | 17,000 | $16.44 | $17.49 | - | $1.05 | 6.39% | 0.0 |
| 6655 665531AJ8 | 11,000 | $12.03 | $10.43 | - | -$1.6 | -13.3% | 0.0 |
| 6710 671044AF2 | 10,000 | $14.47 | $13.21 | - | -$1.26 | -8.71% | 0.0 |
| 6933 69331CAL2 | 11,000 | $11.53 | $11.18 | - | -$0.35 | -3.04% | 0.0 |
| 8334 833445AB5 | 11,000 | $13.56 | $18.44 | - | $4.88 | 35.99% | 0.0 |
| 8425 842587DZ7 | 15,000 | $16.48 | $16.54 | - | $0.06 | 0.36% | 0.0 |
| 8816 88162GAB9 | 11,000 | $12.37 | $11.54 | - | -$0.83 | -6.71% | 0.0 |
| 9035 90353TAM2 | 18,000 | $21.93 | $21.44 | - | -$0.49 | -2.23% | 0.0 |
| 9293 92939UAR7 | 13,000 | $15.92 | $16.09 | - | $0.17 | 1.07% | 0.0 |
| AAPL Apple Inc. | 72,008 | $10.65M | $24.04M | - | $13.39M | 125.74% | +0.483% |
| ABBV AbbVie Inc. | 10,057 | $1.65M | $2.63M | - | $976,563.66 | 59.13% | +1.637% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Jeffrey Gilbert?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $22.83M, Advanced Micro Devices, Inc - $8.91M, Micron Technology, Inc - $5.25M, Sterling Infrastructure, Inc - $3.87M, and Palantir Technologies Inc - $3.26M. 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: iLearningEngines, Inc - $3.41M, Albemarle Corporation - $744,181.97, Block, Inc - $597,322.92, Target Corporation - $455,647.09, and Duolingo, Inc - $312,296.01. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey Gilbert's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.26M earned over time. The largest contributors to dividend income include Microsoft Corp - $730,884.31, JPMorgan Equity Premium Income Fund - $568,731.07, First Trust Enhanced Short Maturity Fund - $541,671.72, SPDR S&P 500 ETF Trust - $528,697.89, and SPDR Bloomberg 1-3 Month T-Bill ETF - $482,366.2. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey Gilbert's monthly returns?
Jeffrey Gilbert's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jeffrey Gilbert's strategy be considered aggressive or moderate?
Jeffrey Gilbert's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jeffrey Gilbert's strategy?
Jeffrey Gilbert's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
