Nicholas Jeffries Portfolio
Invests via M3 Advisory Group, LLC | Managed by Nicholas Jeffries, John D. Jeffries, Mark W. Scionti
Invests via M3 Advisory Group, LLC
Managed by Nicholas Jeffries, John D. Jeffries, Mark W. Scionti
Automatically Tracked
Nicholas Jeffries Profile
Seasoned investor and operator with a focus on growth-stage technology and healthcare companies, Nicholas Jeffries leverages operating leadership and venture investing experience to source and scale repeatable revenue models. He has led corporate development and go-to-market teams, served on multiple private boards and structured mid-market growth financings. Active across direct co-investments and fund allocations, he emphasizes unit economics, scalable sales channels and founder alignment in portfolio construction.
Seasoned investor and operator with a focus on growth-stage technology and healthcare companies, Nicholas Jeffries leverages operating leadership and venture investing experience to source and scale repeatable revenue models. He has led corporate development and go-to-market teams, served on multiple private boards and structured mid-market growth financings. Active across direct co-investments and fund allocations, he emphasizes unit economics, scalable sales channels and founder alignment in portfolio construction.
Investment Philosophy & Strategy
Focuses on growth-stage technology and healthcare opportunities, prioritizing companies with repeatable revenue models and strong unit economics. Deploys a hybrid capital allocation approach combining direct co-investments and fund commitments to balance upside capture and diversification. Investment horizon is multi-year, emphasizing scalable go-to-market motions, founder alignment, and measurable customer acquisition economics. Underwrites deals with operator-led diligence, leaning on prior corporate development and GTM experience to assess execution risk, optimize sales scalability, and structure mid-market growth financings that preserve control and upside.
Focuses on growth-stage technology and healthcare opportunities, prioritizing companies with repeatable revenue models and strong unit economics. Deploys a hybrid capital allocation approach combining direct co-investments and fund commitments to balance upside capture and diversification. Investment horizon is multi-year, emphasizing scalable go-to-market motions, founder alignment, and measurable customer acquisition economics. Underwrites deals with operator-led diligence, leaning on prior corporate development and GTM experience to assess execution risk, optimize sales scalability, and structure mid-market growth financings that preserve control and upside.
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:
38.02%
Gain -0.01%
Monthly
1.1%
Yearly
14.04%
Drawdown
16.06%
$185.88M
Equity
Holdings
$185.88M
Investment
$128.67M
$60.3M
Profit -$7,164.73
Realized
$2.62M
Unrealized
$57.67M
Dividends
$4.39M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$7,164.73
Win %
84%
This Week
Compared To Last Week
Gain
-0.004%
Profit
-$7,164.73
Win %
84%
This Month
Compared to last month
Gain
-1.38%
Profit
-$2.61M
Win %
84%
This Year
Compared to last year
Gain
6.78%
Profit
$12.5M
Win %
84%
KLAC KLA Corporation
+5.55%
+$18,993.91 
AMD Advanced Micro Devices, Inc.
+4.73%
+$28,044.56 
GEV GE Vernova Inc.
+3.73%
+$10,127.13 
AMAT Applied Materials, Inc.
+2.64%
+$9,964.01 
GS The Goldman Sachs Group, Inc.
+2.62%
+$9,868.04 
JPM JPMorgan Chase & Co.
+2.31%
+$30,474.49 
AXP American Express Company
+2.18%
+$4,816.36 
PM Philip Morris International Inc.
+1.95%
+$6,131.61 
XLB Materials Select Sector SPDR Fund
+1.87%
+$28,584.96 
KMI Kinder Morgan, Inc.
+1.85%
+$3,560.62 
TSLA Tesla, Inc.
+1.82%
+$31,122 
SMH VanEck Semiconductor ETF
+1.73%
+$11,771.21 
WFC Wells Fargo & Company
+1.61%
+$8,489.39 
BX Blackstone Inc.
+1.58%
+$11,572.69 
LIN Linde plc
+1.58%
+$6,048.73 
BAC Bank of America Corporation
+1.56%
+$13,412.56 
GLW Corning Incorporated
+1.5%
+$4,134 
CAT Caterpillar Inc.
+1.44%
+$5,615.96 
MAR Marriott International Inc. - Class A
+1.42%
+$4,689.5 
XSD SPDR S&P Semiconductor ETF
+1.37%
+$16,499.04 
XLF Financial Select Sector SPDR Fund
+1.37%
+$40,216.32 
ABBV AbbVie Inc.
+1.32%
+$7,219.44 
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
+1.21%
+$3,585.64 
CWB SPDR Bloomberg Convertible Securities ETF
+1.19%
+$14,042.7 
STLD Steel Dynamics Inc.
+1.15%
+$4,670.58 
AZO AutoZone Inc.
+1.12%
+$2,080.8 
ICE Intercontinental Exchange, Inc.
+1.11%
+$2,373.05 
DIVB iShares Core Dividend ETF
+1.11%
+$3,157.92 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$8,535.36 
JNJ Johnson & Johnson
+1.07%
+$7,627.62 
DELL Dell Technologies Inc.
+1.05%
+$22,004.92 
V Visa Inc. Class A
+1.05%
+$4,495.67 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$31,799.18 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$3,495.57 
VONV Vanguard Russell 1000 Value Index Fund
+0.97%
+$19,808.4 
VTV Vanguard Value ETF
+0.94%
+$8,910.3 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.93%
+$2,254.32 
KR Kroger Co.
+0.92%
+$2,286.25 
MGV Vanguard Mega Cap Value ETF
+0.9%
+$3,034.08 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$27,945.66 
VTWO Vanguard Russell 2000 ETF
+0.86%
+$6,478.14 
PG Procter & Gamble Co
+0.86%
+$2,663.19 
EWZ iShares MSCI Brazil ETF
+0.83%
+$2,177.59 
SDY SPDR S&P Dividend ETF
+0.83%
+$4,620 
BKNG Booking Holdings Inc.
+0.82%
+$4,556.25 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.82%
+$3,454.6 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$4,223.44 
DIVZ Opal Dividend Income ETF
+0.81%
+$6,096.13 
XBI SPDR S&P Biotech ETF
+0.79%
+$2,174.55 
SLV iShares Silver Trust
+0.77%
+$2,686.52 
GE General Electric Company
+0.76%
+$3,309.59 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$4,661.12 
PSX Phillips 66
+0.76%
+$3,607.17 
CVX Chevron Corporation
+0.75%
+$1,985.19 
XLE Energy Select Sector SPDR Fund
+0.75%
+$34,892.78 
SBUX Starbucks Corporation
+0.74%
+$2,332.44 
HD The Home Depot, Inc.
+0.73%
+$1,739.78 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$3,156.11 
EDF Virtus Stone Harbor Emerging Markets Income Fund
+0.72%
+$633.68 
MA Mastercard Incorporated
+0.71%
+$1,925.85 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$4,587.96 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$7,926.69 
VB Vanguard Small-Cap ETF
+0.7%
+$10,254.63 
ROBO ROBO Global Robotics & Automation Index ETF
+0.69%
+$2,309.64 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$1,888.12 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$7,733.46 
COST Costco Wholesale Corporation
+0.68%
+$5,807.5 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$2,513.93 
IYJ iShares U.S. Industrials ETF
+0.68%
+$3,868.02 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$12,830.95 
XTN SPDR S&P Transportation ETF
+0.65%
+$2,955 
IYW iShares U.S. Technology ETF
+0.61%
+$10,325.89 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$60,156.53 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$1,505.86 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.58%
+$1,336.24 
VGT Vanguard Information Technology ETF
+0.58%
+$1,549.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$53,162.42 
IVV iShares Core S&P 500 ETF
+0.55%
+$34,388.9 
VOO Vanguard S&P 500 ETF
+0.55%
+$57,143.38 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$4,081.2 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$25,320.48 
GOOGL Alphabet Inc
+0.53%
+$32,275.18 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$79,498.75 
IWV ISHARES RUSSELL 3000 ETF
+0.53%
+$1,642.03 
IWB iShares Russell 1000 ETF
+0.52%
+$2,787.2 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$1,324.44 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$1,314.32 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$1,512 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$1,248.37 
GOOG Alphabet Inc
+0.45%
+$6,019.2 
WMT Walmart Inc.
+0.45%
+$3,321.01 
VXF Vanguard Extended Market ETF
+0.44%
+$2,568.3 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$1,082.82 
IXUS iShares Core International Stock ETF
+0.43%
+$1,771.61 
CSX CSX Corporation
+0.42%
+$986.8 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$6,575.94 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$7,674.82 
PEP PepsiCo, Inc.
+0.38%
+$784.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$1,390 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$9,796.56 
AMGN Amgen Inc.
+0.32%
+$857.29 
XOM Exxon Mobil Corporation
+0.28%
+$1,616.16 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$4,528.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$654.49 
MGK Vanguard Mega Cap Growth ETF
+0.22%
+$3,251.85 
VCR Vanguard Consumer Discretionary ETF
+0.2%
+$571.74 
VUG Vanguard Growth ETF
+0.18%
+$15,443.1 
NVDA NVIDIA Corporation
+0.16%
+$10,849.6 
KO The Coca-Cola Company
+0.11%
+$262.26 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$3,257.02 
MSFT Microsoft Corp.
+0.1%
+$2,351.94 
FDX FedEx Corporation
+0.09%
+$193.13 
GLD SPDR Gold Shares
+0.06%
+$237.38 
IBHH iShares iBonds 2028 Term High Yield ETF
+0.04%
+$111.38 
TJX The TJX Companies, Inc.
+0.04%
+$139.79 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$131.52 
PANW Palo Alto Networks, Inc.
+0.03%
+$193.95 
ORCL Oracle Corporation
+0.02%
+$75.09 
ABC AmerisourceBergen Corporation
0%
$0 
BUIRT
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$23,282.31 
CASY Casey's General Stores Inc.
-2.31%
-$7,737.24 
AAPL Apple Inc.
-1.52%
-$76,054.5 
LMT Lockheed Martin Corporation
-1.52%
-$3,749.14 
MU Micron Technology, Inc.
-1.43%
-$20,890.91 
MRK Merck & Co., Inc.
-1.42%
-$3,767.12 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$3,197.92 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$8,328.46 
AMZN Amazon.com Inc
-1.23%
-$30,585.58 
BA Boeing Company
-1.16%
-$3,178.56 
NFLX Netflix, Inc.
-1.14%
-$4,624.89 
UBER Uber Technologies, Inc.
-1.01%
-$3,957.8 
IBM International Business Machines Corporation
-0.95%
-$2,255.06 
MLPA Global X MLP ETF
-0.93%
-$3,663.5 
AVGO Broadcom Inc.
-0.91%
-$21,329.02 
CSCO Cisco Systems, Inc.
-0.6%
-$3,573.36 
MCK McKesson Corporation
-0.4%
-$1,152.38 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.38%
-$916.44 
RTX RTX Corporation
-0.37%
-$1,837.39 
META Meta Platforms Inc Class A
-0.26%
-$2,064.81 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$1,647.15 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$3,405.31 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$831.84 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$354.55 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$20.33 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$52.96 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$227.33 Events
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Dividends
Dividend Analysis
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| Trades 1302 | Longs Won 1011/1302 77% | Profit Factor 34.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $241,427.29 |
| Average Win $61,295.38 | Best Trade (Jun 14) $3.77M | Sharpe Ratio -9.63 |
| Average Loss -$6,111.05 | Worst Trade (Dec 30) -$273,369.94 | Z-Score 31.61 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 5d | Expectancy $46,309.65 |
| 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 | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
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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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