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:
110.44%
Gain +3.99%
Monthly
2.28%
Yearly
31.03%
Drawdown
25.45%
$661.05M
Equity
Holdings
$661.05M
Investment
$412.15M
$334.37M
Profit +$16.04M
Realized
$85.47M
Unrealized
$248.9M
Dividends
$19.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.99%
Profit
$16.04M
Win %
75%
This Week
Compared To Last Week
Gain
-1.68%
Profit
-$11.27M
Win %
75%
This Month
Compared to last month
Gain
-5.77%
Profit
-$40.5M
Win %
75%
This Year
Compared to last year
Gain
12.84%
Profit
$75.24M
Win %
76%
55024UAD1
+668.25%
+$67.71 
958102AT2
+455.81%
+$64.5 
703343AG8
+87.04%
+$7.86 
163086AE1
+43.53%
+$12.38 
76954AAB9
+37.6%
+$4.46 
163072AA9
+35.12%
+$8.07 
538034BA6
+28.12%
+$8.73 
604749AB7
+20.75%
+$3.05 
ACHR Archer Aviation Inc.
+19.59%
+$20,553.75 
007973AE0
+17.68%
+$4.7 
18915MAC1
+16.83%
+$4.9 
531229AQ5
+13.56%
+$3.3 
02043QAB3
+10.08%
+$1.65 
737446AT1
+9.7%
+$2.2 
AGX Argan Inc.
+9.24%
+$34,727.43 
682189AS4
+8.52%
+$2.71 
APLD Applied Digital Corporation
+7.99%
+$86,903.16 
BITQ Bitwise Crypto Industry Innovators ETF
+6.46%
+$15,372.5 
CRDO Credo Technology Group Holding Ltd.
+4.63%
+$23,925.72 
AMDL GraniteShares 2x Long AMD ETF
+3.35%
+$19,500 
MRVL Marvell Technology, Inc.
+3.32%
+$88,829.4 
FN Fabrinet
+3.32%
+$17,520.47 
GSOL Grayscale Solana Trust
+3.17%
+$2,658.42 
SMR NuScale Power Corporation
+3.07%
+$3,118.79 
EAT Brinker International Inc.
+2.99%
+$12,418.04 
UPWK Upwork Inc.
+2.98%
+$4,519.53 
KLIC Kulicke & Soffa Industries, Inc.
+2.92%
+$10,331.91 
COHR Coherent Corp.
+2.81%
+$10,311.59 
NBIS Nebius Group N.V.
+2.76%
+$62,057.36 
29786AAJ5
+2.62%
+$0.36 
358039AB1
+2.45%
+$0.61 
FIX Comfort Systems USA, Inc.
+2.28%
+$15,019.3 
ISRG Intuitive Surgical, Inc.
+2.24%
+$16,352.52 
MSFT Microsoft Corp.
+2.15%
+$479,453.39 
WDC Western Digital Corporation
+2.14%
+$14,045.41 
INTC Intel Corporation
+2.12%
+$28,554.69 
YOU Clear Secure Inc.
+2.05%
+$9,822.15 
GEV GE Vernova Inc.
+2.02%
+$6,466.04 
CLS Celestica Inc.
+1.99%
+$5,352 
AVGO Broadcom Inc.
+1.98%
+$146,758.68 
MU Micron Technology, Inc.
+1.95%
+$276,740.96 
516544AB9
+1.89%
+$0.61 
STX Seagate Technology Holdings plc
+1.88%
+$10,101.58 
PLTR Palantir Technologies Inc.
+1.87%
+$110,340.29 
STRL Sterling Infrastructure, Inc.
+1.83%
+$160,534.88 
ESLT Elbit Systems Ltd.
+1.79%
+$5,306.69 
ULTA Ulta Beauty Inc.
+1.77%
+$5,846.37 
AMD Advanced Micro Devices, Inc.
+1.57%
+$645,972.91 
GDLC Grayscale Digital Large Cap Fund LLC
+1.52%
+$3,490.96 
EPD Enterprise Products Partners L.P.
+1.52%
+$4,084.94 
GOOG Alphabet Inc
+1.52%
+$238,166.25 
GOOGL Alphabet Inc
+1.5%
+$98,078.39 
SCCO Southern Copper Corporation
+1.5%
+$17,420.39 
IBIT iShares Bitcoin Trust
+1.49%
+$3,694.14 
BTC Grayscale Bitcoin Mini Trust ETF
+1.48%
+$21,139.86 
NOW ServiceNow, Inc.
+1.41%
+$4,626.74 
DLR Digital Realty Trust, Inc.
+1.36%
+$10,788.24 
UEC Uranium Energy Corp.
+1.29%
+$3,338.4 
CVX Chevron Corporation
+1.24%
+$15,003 
AMZN Amazon.com Inc
+1.12%
+$154,022.36 
WMB The Williams Companies, Inc.
+1.06%
+$4,728.36 
ABT Abbott Laboratories
+1.03%
+$7,168.72 
MELI MercadoLibre, Inc.
+1.02%
+$4,960.68 
SCHW Charles Schwab Corporation
+0.96%
+$8,232.98 
TDVI FT Vest Technology Dividend Mutual Fund
+0.94%
+$2,347.24 
AER AerCap Holdings N.V.
+0.93%
+$13,770 
DDS Dillard's Inc.
+0.92%
+$47,619.57 
ARM Arm Holdings plc American Depositary Receipt
+0.91%
+$7,078.47 
LNG Cheniere Energy Inc.
+0.9%
+$8,380.14 
CI The Cigna Group
+0.89%
+$2,455.14 
KMI Kinder Morgan, Inc.
+0.87%
+$3,400.6 
MPC Marathon Petroleum Corporation
+0.87%
+$4,520.28 
COP ConocoPhillips
+0.85%
+$1,806.14 
AMLP Alerian MLP ETF
+0.81%
+$1,772.76 
TJX The TJX Companies, Inc.
+0.8%
+$5,660.6 
PRIM Primoris Services Corporation
+0.79%
+$2,031.84 
PLXS Plexus Corp.
+0.78%
+$3,020.36 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.75%
+$1,444.82 
SHOP Shopify Inc.
+0.74%
+$1,575.96 
VRT Vertiv Holdings Co
+0.73%
+$44,301.56 
MA Mastercard Incorporated
+0.71%
+$18,531.74 
KO The Coca-Cola Company
+0.69%
+$4,276.72 
XOM Exxon Mobil Corporation
+0.68%
+$10,344 
DUK Duke Energy Corporation
+0.67%
+$10,980.48 
WELL Welltower Inc.
+0.65%
+$6,647.79 
T AT&T Inc.
+0.64%
+$5,236.98 
MO Altria Group, Inc.
+0.61%
+$2,640.6 
OXY Occidental Petroleum Corporation
+0.6%
+$3,425.73 
MAA Mid-America Apartment Communities, Inc.
+0.56%
+$1,433.27 
V Visa Inc. Class A
+0.56%
+$11,201.79 
GD General Dynamics Corporation
+0.55%
+$5,397.47 
HON Honeywell International Inc.
+0.52%
+$915.23 
BYD Boyd Gaming Corporation
+0.51%
+$1,772.55 
RTX RTX Corporation
+0.48%
+$9,018.21 
NOC Northrop Grumman Corporation
+0.46%
+$2,170.15 
CGNG Capital Group New Geography Equity ETF
+0.46%
+$1,131.67 
XLE Energy Select Sector SPDR Fund
+0.45%
+$15,210.26 
SOXX iShares Semiconductor ETF
+0.45%
+$2,187.87 
FMF First Trust Managed Futures Strategy Fund
+0.44%
+$2,463.56 
ANET Arista Networks, Inc.
+0.44%
+$2,829.06 
SPMO Invesco S&P 500 Momentum ETF
+0.44%
+$4,033.26 
SMH VanEck Semiconductor ETF
+0.41%
+$1,499.59 
SLV iShares Silver Trust
+0.39%
+$924.4 
ICVT iShares Convertible Bond ETF
+0.37%
+$1,433.04 
ETN Eaton Corporation plc
+0.35%
+$2,726.4 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+0.35%
+$5,715.4 
DD DuPont de Nemours, Inc.
+0.34%
+$733.12 
HII Huntington Ingalls Industries Inc.
+0.34%
+$630.63 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.32%
+$2,608.44 
IYW iShares U.S. Technology ETF
+0.3%
+$943.88 
IEMG iShares Core MSCI Emerging Markets ETF
+0.3%
+$1,037.3 
FLN First Trust Latin America ETF
+0.29%
+$603.78 
XAR SPDR S&P Aerospace & Defense ETF
+0.29%
+$2,720.94 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.28%
+$745.8 
SCHE Schwab Emerging Markets Equity ETF
+0.28%
+$2,824.1 
AVAV AeroVironment Inc.
+0.28%
+$964 
AGM Federal Agricultural Mortgage Corporation
+0.26%
+$1,539 
TRFM AAM Transformers ETF
+0.26%
+$808.95 
BP BP p.l.c. Sponsored ADR
+0.24%
+$1,343.1 
NVDA NVIDIA Corporation
+0.23%
+$121,687 
FTHY First Trust High Yield Opportunities 2027 Fund
+0.22%
+$706.89 
LEU Centrus Energy Corp.
+0.22%
+$652.11 
HYEM VanEck Emerging Markets High Yield Bond Fund
+0.2%
+$863.22 
IGV iShares Expanded Tech-Software Sector ETF
+0.19%
+$804.24 
IUSG iShares Core S&P U.S. Growth ETF
+0.18%
+$435.28 
92939UAR7
+0.17%
+$0.06 
FAAR First Trust Alternative Absolute Return Strategy ETF
+0.16%
+$893.3 
VTR Ventas Inc.
+0.16%
+$584.55 
VWO Vanguard FTSE Emerging Markets ETF
+0.16%
+$6,116.85 
IBM International Business Machines Corporation
+0.15%
+$782.1 
AVPT AvePoint, Inc.
+0.15%
+$401.64 
LMT Lockheed Martin Corporation
+0.15%
+$1,901.13 
ZWS Zurn Elkay Water Solutions Corporation
+0.15%
+$367.08 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.14%
+$762.24 
MPLX MPLX LP
+0.12%
+$267.47 
AZZ Azz Inc.
+0.12%
+$377.91 
QQQI Neos NASDAQ-100 High Income ETF
+0.11%
+$337.92 
MDT Medtronic plc
+0.11%
+$361.53 
BRK-B Berkshire Hathaway Inc.
+0.11%
+$7,649.2 
CB Chubb Limited
+0.1%
+$308.58 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$6,280.19 
BUFQ FT Nasdaq Buffer ETF July.
+0.1%
+$343.12 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.09%
+$643.95 
IWF iShares Russell 1000 Growth ETF
+0.07%
+$700.92 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.07%
+$168.88 
VUG Vanguard Growth ETF
+0.07%
+$924.84 
XLK State Street Technology Select Sector SPDR ETF
+0.07%
+$2,472.48 
LMAT Lemaitre Vascular Inc.
+0.06%
+$132.78 
SRLN SPDR Blackstone Senior Loan ETF
+0.05%
+$226.36 
OKE ONEOK, Inc.
+0.04%
+$388.68 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.04%
+$655.07 
AVEM Avantis Emerging Markets Equity ETF
+0.03%
+$548.61 
GPRF Access Preferred and Hybrid Fund
+0.03%
+$71.08 
BRK-A Berkshire Hathaway Inc.
+0.03%
+$1,493.04 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.02%
+$150.11 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$88.45 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$164.2 
APP AppLovin Corporation Class A Common Stock
+0.01%
+$818.4 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$85.09 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$73.89 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$90.19 
008073AA6
0%
$0 
00827BAD8
0%
$0 
10806XAD4
0%
$0 
40637HAD1
0%
$0 
450056AB2
0%
$0 
55306NAB0
0%
$0 
671044AF2
0%
$0 
70614WAD2
0%
$0 
91332UAH4
0%
$0 
AVAH Aveanna Healthcare Holdings Inc.
0%
$0 
BUXX Strive Enhanced Income Short Duration Fund
0%
$0 
CRWG
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FTMS Franklin Short-Term Municipal Income ETF
0%
$0 
HYTI FT Vest High Yield & Target Income ETF
0%
-$0.09 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
MAXJ iShares Large Cap Max Buffer ETF - June
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TMAR
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USB U.S. Bancorp
0%
$0 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
LAC
-38.28%
-$152.35 
55303JAB2
-24.94%
-$6.36 
45826HAB5
-22.05%
-$6.02 
833445AB5
-20.64%
-$8.88 
67059NAH1
-17.5%
-$4.95 
88162GAB9
-17.17%
-$6.52 
743312AD2
-12.44%
-$1.86 
LAR Lithium Argentina AG
-7.39%
-$16,256.36 
665531AJ8
-7.33%
-$2.85 
343412AJ1
-6.84%
-$2.15 
LOOP Loop Industries Inc.
-5.05%
-$2,077.75 
69331CAL2
-4.31%
-$1.54 
ORCL Oracle Corporation
-3.98%
-$53,644.95 
UPS United Parcel Service, Inc.
-3.85%
-$35,139.21 
CMG Chipotle Mexican Grill, Inc.
-3.8%
-$20,083.61 
DELL Dell Technologies Inc.
-3.69%
-$34,395.13 
SQ Block, Inc.
-3.67%
-$23,387.4 
PACS Pacs Group Inc.
-3.04%
-$10,348.8 
TSLA Tesla, Inc.
-2.96%
-$1.36M 
PANW Palo Alto Networks, Inc.
-2.79%
-$61,683.12 
LLY Eli Lilly and Company
-2.73%
-$49,152.41 
252131AM9
-2.64%
-$0.82 
BX Blackstone Inc.
-2.6%
-$6,903.6 
AZN AstraZeneca PLC American Depositary Shares
-2.59%
-$5,277.9 
CVSA Adtalem Global Education Inc.
-2.51%
-$7,382.24 
NUE Nucor Corporation
-2.48%
-$31,709.69 
MRK Merck & Co., Inc.
-2.42%
-$21,466.23 
CRWD CrowdStrike Holdings, Inc.
-2.26%
-$60,845.04 
GE General Electric Company
-2.16%
-$12,725.7 
SDVD FT Vest Smid Rising Dividend Fund
-2.16%
-$16,430.16 
AAPL Apple Inc.
-2.14%
-$505,054.55 
ALB Albemarle Corporation
-2.14%
-$8,570.76 
BA Boeing Company
-2.13%
-$58,958.9 
EMR Emerson Electric Co.
-2.12%
-$7,118.8 
MS Morgan Stanley
-2.12%
-$15,298.77 
LRCX Lam Research Corporation
-2.09%
-$13,760.14 
OI O-I Glass, Inc.
-1.98%
-$2,873.34 
NFLX Netflix, Inc.
-1.96%
-$39,510.45 
GRMN Garmin Ltd.
-1.91%
-$4,293.01 
NET Cloudflare Inc.
-1.91%
-$8,967.6 
SSD Simpson Manufacturing Co., Inc.
-1.86%
-$7,807.38 
MEDP Medpace Holdings Inc.
-1.82%
-$8,085 
CAT Caterpillar Inc.
-1.81%
-$20,901.85 
WMT Walmart Inc.
-1.79%
-$24,092.4 
AMT American Tower Corporation
-1.76%
-$9,456.01 
00971TAL5
-1.75%
-$0.49 
HD The Home Depot, Inc.
-1.72%
-$20,113.47 
WTS Watts Water Technologies Inc.
-1.71%
-$5,730.55 
JNJ Johnson & Johnson
-1.67%
-$44,284.68 
F Ford Motor Company
-1.62%
-$2,550.7 
ITW Illinois Tool Works Inc.
-1.58%
-$5,820.6 
SMA SmartStop Self Storage REIT Inc.
-1.57%
-$4,451.22 
MWA Mueller Water Products Inc.
-1.57%
-$7,604.02 
PLD Prologis Inc.
-1.52%
-$5,784.36 
COLL Collegium Pharmaceutical Inc.
-1.5%
-$3,842.1 
NVO Novo Nordisk A/S Sponsored ADR
-1.41%
-$9,466.43 
MAIN Main Street Capital Corporation
-1.41%
-$7,541.04 
CMI Cummins Inc.
-1.4%
-$8,660.87 
BAC Bank of America Corporation
-1.39%
-$4,624 
WFC Wells Fargo & Company
-1.35%
-$3,214.32 
DIS The Walt Disney Company
-1.29%
-$4,939.2 
RITM Rithm Capital Corp.
-1.29%
-$2,222.76 
SMBC Southern Missouri Bancorp Inc.
-1.26%
-$12,684.14 
OHI Omega Healthcare Investors Inc.
-1.25%
-$3,843.63 
CAH Cardinal Health Inc.
-1.21%
-$4,404.3 
PEP PepsiCo, Inc.
-1.21%
-$5,001.58 
ALNT Alliant Energy Corporation
-1.21%
-$4,064.04 
PFE Pfizer Inc.
-1.2%
-$8,305.8 
MCK McKesson Corporation
-1.18%
-$11,131.51 
ED Consolidated Edison, Inc.
-1.18%
-$4,821.95 
XLV Health Care Select Sector SPDR Fund
-1.14%
-$8,844.86 
CSCO Cisco Systems, Inc.
-1.11%
-$12,440.92 
MCO Moody's Corporation
-1.07%
-$3,705.75 
UNH UnitedHealth Group Incorporated
-1.07%
-$4,154.1 
ADBE Adobe Inc.
-1.06%
-$5,697.68 
ILMN Illumina, Inc.
-1.05%
-$6,812.26 
IMUX Immunic, Inc.
-1.05%
-$192 
HBAN Huntington Bancshares Incorporated
-1.04%
-$5,137.98 
FDD First Trust STOXX European Select Dividend Index Fund
-1.04%
-$4,584.6 
SUI Sun Communities Inc.
-1.04%
-$5,867.82 
EQT EQT Corporation
-1.03%
-$1,884.96 
ARCC Ares Capital Corporation
-0.99%
-$7,099.73 
QUIZ Zacks Quality International Fund
-0.98%
-$27,239.24 
JHMD John Hancock Multifactor Developed International ETF
-0.97%
-$3,037.52 
AXP American Express Company
-0.96%
-$21,658.99 
D Dominion Energy, Inc.
-0.96%
-$4,638.28 
GS The Goldman Sachs Group, Inc.
-0.96%
-$28,002.04 
DFAT Dimensional US Targeted Value ETF
-0.94%
-$14,659.26 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.93%
-$2,909.2 
NEE NextEra Energy, Inc.
-0.9%
-$2,560.8 
CCJ Cameco Corporation
-0.9%
-$9,498.72 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.89%
-$2,588.76 
GLW Corning Incorporated
-0.89%
-$14,089.08 
SO The Southern Company
-0.88%
-$9,435.72 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-0.85%
-$2,416.57 
QCOM QUALCOMM Incorporated
-0.85%
-$5,061.82 
IFRA iShares U.S. Infrastructure
-0.85%
-$6,318 
ARLO Arlo Technologies Inc.
-0.83%
-$2,147.86 
AEP American Electric Power Company, Inc.
-0.82%
-$4,011.2 
IJH iShares Core S&P Mid-Cap ETF
-0.81%
-$6,330.58 
O Realty Income Corporation
-0.81%
-$2,563.08 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.8%
-$2,324.4 
GILD Gilead Sciences Inc.
-0.8%
-$3,270.96 
MDY SPDR S&P MidCap 400 ETF Trust
-0.79%
-$49,587.79 
PAHC Phibro Animal Health Corporation
-0.78%
-$2,048.54 
90353TAM2
-0.78%
-$0.38 
JCI Johnson Controls International plc
-0.78%
-$2,542.97 
FTNT Fortinet Inc.
-0.77%
-$3,798.75 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.76%
-$2,915.5 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.75%
-$1,688.96 
DFAI Dimensional International Core Equity Market ETF
-0.75%
-$1,939.04 
AMAT Applied Materials, Inc.
-0.75%
-$12,081.93 
TLT iShares 20+ Year Treasury Bond ETF
-0.74%
-$1,611.54 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.74%
-$2,136 
EFA iShares MSCI EAFE ETF
-0.74%
-$4,846.52 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.72%
-$2,550.59 
IJS iShares S&P Small-Cap 600 Value ETF
-0.71%
-$17,540.51 
IEFA iShares Core MSCI EAFE ETF
-0.71%
-$5,332.56 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.7%
-$3,696.49 
WPM Wheaton Precious Metals Corp.
-0.7%
-$1,262.17 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.69%
-$3,477.1 
BKIE BNY Mellon International Equity ETF
-0.68%
-$4,716.55 
ZECP Zacks Earnings Consistent Portfolio
-0.68%
-$46,561.72 
HOOD Robinhood Markets, Inc.
-0.68%
-$8,495.24 
HTGC Hercules Capital Inc.
-0.68%
-$3,132.5 
ROK Rockwell Automation, Inc.
-0.68%
-$2,829.15 
VB Vanguard Small-Cap ETF
-0.68%
-$7,902 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.67%
-$45,117.18 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.66%
-$1,904.68 
JPM JPMorgan Chase & Co.
-0.65%
-$21,410.23 
VYMI Vanguard International High Dividend Yield Index Fund
-0.65%
-$3,352.14 
SBUX Starbucks Corporation
-0.65%
-$1,729.92 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.64%
-$2,693.6 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.64%
-$1,824.9 
IJR iShares Core S&P Small-Cap ETF
-0.63%
-$4,322.13 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.63%
-$8,493.07 
SPLV Invesco S&P 500 Low Volatility ETF
-0.63%
-$1,440.01 
VOE Vanguard Mid-Cap Value ETF
-0.63%
-$2,985.77 
AVUV Avantis U.S. Small Cap Value ETF
-0.62%
-$2,503.8 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.62%
-$4,285.83 
IVE ISHARES S&P 500 VALUE ETF
-0.61%
-$1,753.69 
MTDR Matador Resources Company
-0.61%
-$1,335.18 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.6%
-$3,983.78 
IWM iShares Russell 2000 ETF
-0.59%
-$18,627.01 
GWX SPDR S&P International Small Cap ETF
-0.58%
-$1,509.75 
AMGN Amgen Inc.
-0.58%
-$1,880.43 
SCHM Schwab U.S. Mid-Cap ETF
-0.57%
-$1,568 
PG Procter & Gamble Co
-0.57%
-$4,918.95 
NEM Newmont Corporation
-0.56%
-$977.5 
SCHF Schwab International Equity ETF
-0.56%
-$1,783.05 
SPGI S&P Global Inc.
-0.55%
-$2,275.85 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.55%
-$7,120.47 
COST Costco Wholesale Corporation
-0.54%
-$30,749.61 
SCHA Schwab U.S. Small-Cap ETF
-0.53%
-$2,717.44 
FVD First Trust Value Line Dividend Index Fund
-0.52%
-$1,832.22 
LHX L3Harris Technologies, Inc.
-0.52%
-$953.39 
EVRG Evergy Inc.
-0.5%
-$2,295.77 
C Citigroup Inc.
-0.49%
-$2,369.32 
FTCS First Trust Capital Strength ETF
-0.49%
-$1,901.76 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$29,780.17 
SCHD Schwab U.S. Dividend Equity ETF
-0.49%
-$3,591.36 
VYM Vanguard High Dividend Yield ETF
-0.47%
-$8,033.25 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.46%
-$12,241.84 
APH Amphenol Corporation
-0.46%
-$2,014.11 
RSP Invesco S&P 500 Equal Weight ETF
-0.45%
-$3,494.1 
VTV Vanguard Value ETF
-0.45%
-$10,728.2 
VONV Vanguard Russell 1000 Value Index Fund
-0.44%
-$2,754.72 
ABBV AbbVie Inc.
-0.44%
-$10,533.9 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.43%
-$1,655.5 
IWD iShares Russell 1000 Value ETF
-0.43%
-$3,995.38 
AVDV Avantis International Small Cap Value ETF
-0.43%
-$9,686.16 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
-0.42%
-$11,411.1 
VO Vanguard Mid-Cap ETF
-0.4%
-$1,799.68 
CGDG Capital Group Dividend Growers ETF
-0.4%
-$1,461.3 
VEU Vanguard FTSE All-World ex-US ETF
-0.39%
-$1,998.72 
XLF Financial Select Sector SPDR Fund
-0.39%
-$4,093.1 
TT Trane Technologies plc
-0.39%
-$1,051.96 
XLP Consumer Staples Select Sector SPDR Fund
-0.39%
-$1,474.11 
DFUV Dimensional US Marketwide Value ETF
-0.38%
-$4,248.93 
09061GAK7
-0.37%
-$0.11 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.36%
-$2,121 
ACWI iShares MSCI ACWI ETF
-0.34%
-$1,327.56 
IEF iShares 7-10 Year Treasury Bond ETF
-0.32%
-$758.1 
VT Vanguard Total World Stock ETF
-0.32%
-$1,001.58 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.29%
-$1,975.74 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.29%
-$4,151.49 
CGDV Capital Group Dividend Value ETF
-0.29%
-$1,115.24 
JEPI JPMorgan Equity Premium Income Fund
-0.28%
-$2,045.92 
LQTI FT Vest Investment Grade & Target Income ETF
-0.28%
-$5,335.03 
CGCP Capital Group Core Plus Income ETF
-0.27%
-$1,381.08 
ECC Eagle Point Credit Company Inc.
-0.27%
-$899.03 
OMAH VistaShares Target 15 Berkshire Select Income ETF
-0.26%
-$2,168.21 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.26%
-$1,225.56 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.26%
-$1,184.62 
JCPB JPMorgan Core Plus Bond ETF
-0.26%
-$2,409.6 
CGGO Capital Group Global Growth Equity ETF
-0.26%
-$1,530.9 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.26%
-$5,875.22 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$6,430.25 
PH Parker-Hannifin Corporation
-0.25%
-$3,419.49 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.25%
-$1,843.56 
BND Vanguard Total Bond Market Index Fund
-0.25%
-$1,104.84 
SCHB Schwab U.S. Broad Market ETF
-0.24%
-$568.96 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.24%
-$2,693.35 
FDT First Trust Developed Markets ex-US Fund
-0.23%
-$3,856.43 
LIN Linde plc
-0.23%
-$1,096.3 
GLD SPDR Gold Shares
-0.22%
-$12,093.96 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.21%
-$764.92 
RDVI FT Vest Rising Dividend Achievers Fund
-0.21%
-$5,192.28 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$19,743.54 
VZ Verizon Communications Inc.
-0.21%
-$2,883.6 
CRWV CoreWeave, Inc.
-0.2%
-$469.06 
IAU iShares Gold Trust
-0.2%
-$547.2 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$663.25 
KTOS Kratos Defense & Security Solutions, Inc.
-0.2%
-$1,614.06 
CGBL Capital Group Core Balanced ETF
-0.19%
-$1,163.75 
IEI iShares 3-7 Year Treasury Bond ETF
-0.19%
-$643.06 
CGUS Capital Group Core Equity ETF
-0.18%
-$1,062.88 
IVV iShares Core S&P 500 ETF
-0.18%
-$2,661.46 
FTQI First Trust Nasdaq BuyWrite Fund
-0.18%
-$1,775.56 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.18%
-$640 
UTG Reaves Utility Income Fund
-0.18%
-$550.27 
IWB iShares Russell 1000 ETF
-0.17%
-$578.19 
SCHX Schwab U.S. Large-Cap ETF
-0.17%
-$2,946.3 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$22,140.33 
SGOL abrdn Physical Gold Shares ETF
-0.16%
-$1,752.84 
XLSR SPDR SSGA US Sector Rotation ETF
-0.16%
-$2,918.5 
GUT The Gabelli Utility Trust
-0.15%
-$1,132.58 
URA Global X Uranium ETF
-0.15%
-$1,580.82 
BINC iShares Flexible Income Active ETF
-0.15%
-$1,297.5 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.15%
-$1,171.64 
CGMU Capital Group Municipal Income ETF
-0.15%
-$717.2 
VOO Vanguard S&P 500 ETF
-0.14%
-$12,573.82 
AIT Applied Industrial Technologies Inc.
-0.14%
-$657.53 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.14%
-$442.56 
PM Philip Morris International Inc.
-0.14%
-$1,128.92 
TRV The Travelers Companies, Inc.
-0.13%
-$443.04 
BNY BlackRock New York Municipal Income Trust
-0.13%
-$627.23 
GROZ Zacks Focus Growth ETF
-0.13%
-$842.04 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.12%
-$1,110.92 
RMOP Rockefeller Opportunistic Municipal Bond ETF
-0.12%
-$1,145.28 
CGGE Capital Group Global Equity ETF
-0.12%
-$783.44 
B BARRICK MINING CORP Common Stock (ABR0)
-0.12%
-$1,180.04 
CGGR Capital Group Growth ETF
-0.11%
-$846.1 
BUFR FT Vestladder Buffer ETF-USD I
-0.11%
-$1,681.96 
GPIX S&P 500 Core Premium Income Fund
-0.11%
-$771.42 
WM Waste Management, Inc.
-0.11%
-$401.96 
YMAR FT VT International Equity Market Fund - Class B
-0.1%
-$223.14 
USMV iShares MSCI USA Min Vol Factor ETF
-0.1%
-$248.2 
FEMB First Trust Emerging Markets Local Currency Bond ETF
-0.1%
-$329.49 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$696.88 
PFF iShares Preferred and Income Securities ETF
-0.1%
-$264.48 
AJG Arthur J. Gallagher & Co.
-0.1%
-$372.24 
CLOI VanEck CLO ETF
-0.1%
-$286.1 
BIPC Brookfield Infrastructure Partners L.P.
-0.07%
-$293.85 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.07%
-$1,368.25 
VGSH Vanguard Short-Term Treasury Fund
-0.07%
-$2,251.24 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$181.61 
FTLS First Trust Long/Short Equity ETF
-0.05%
-$450.32 
IGLD FT Vest Gold Strategy Target Fund
-0.05%
-$139.55 
JPIE JPMorgan Income ETF
-0.04%
-$207.32 
SPEM SPDR Portfolio Emerging Markets ETF
-0.04%
-$480.46 
SCYB Schwab High Yield Bond ETF
-0.04%
-$81.66 
JNK SPDR Bloomberg High Yield Bond ETF
-0.03%
-$120.99 
MCD McDonald's Corporation
-0.03%
-$203.03 
META Meta Platforms Inc Class A
-0.03%
-$2,843.08 
59001ABF8
-0.02%
-$0.01 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.02%
-$326.27 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$120.33 
LMBS First Trust Low Duration Opportunities ETF
-0.02%
-$53.11 
842587DZ7
-0.01%
$0 
FTSM First Trust Enhanced Short Maturity Fund
-0.01%
-$1,524.26 
TGT Target Corporation
-0.01%
-$46.76 Events
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Dividends
Dividend Analysis
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| Trades 4410 | Longs Won 3073/4410 69% | Profit Factor 14.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $863,004.98 |
| Average Win $116,635.6 | Best Trade (Jul 22) $45.1M | Sharpe Ratio -14.33 |
| Average Loss -$17,991.86 | Worst Trade (Sep 30) -$2.34M | Z-Score -1.21 (77.3%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 4d | Expectancy $75,819.97 |
| 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 | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
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Returns
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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 - $21.07M, Palantir Technologies Inc - $3.24M, AppLovin Corporation Class A Common Stock - $2.49M, SPDR S&P 500 ETF Trust - $2.49M, and Microsoft Corp - $2.38M. 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 - $705,084.79, Target Corporation - $425,000.04, iShares U.S. Real Estate ETF - $224,007.61, and ON Semiconductor Corporation - $220,106.18. 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 $19.56M earned over time. The largest contributors to dividend income include Microsoft Corp - $679,400.15, JPMorgan Equity Premium Income Fund - $542,677.91, Dillard's Inc - $531,098.9, SPDR S&P 500 ETF Trust - $523,687.1, and SPDR Bloomberg 1-3 Month T-Bill ETF - $479,599.34. 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.
