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:
77.41%
Gain -0.22%
Monthly
1.78%
Yearly
23.62%
Drawdown
22.65%
$195.74M
Equity
Holdings
$195.74M
Investment
$134.16M
$64.51M
Profit -$300,153.04
Realized
$2.93M
Unrealized
$61.59M
Dividends
$4.95M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.22%
Profit
-$300,153.04
Win %
84%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$300,153.04
Win %
84%
This Month
Compared to last month
Gain
-0.42%
Profit
-$823,173.75
Win %
84%
This Year
Compared to last year
Gain
1.69%
Profit
$3.25M
Win %
83%
AMZN Amazon.com Inc
+15.32%
+$366,067.58 
GOOG Alphabet Inc
+6.88%
+$86,114.53 
GOOGL Alphabet Inc
+6.73%
+$381,675.42 
APO Apollo Global Management, Inc.
+4.44%
+$11,011.08 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$57,645.94 
META Meta Platforms Inc Class A
+3.28%
+$22,382.87 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$20,213.76 
MSFT Microsoft Corp.
+3.02%
+$79,731.42 
NVDA NVIDIA Corporation
+2.93%
+$188,721.44 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$7,162.07 
CVX Chevron Corporation
+2.35%
+$6,558.52 
GLW Corning Incorporated
+2.24%
+$5,181.3 
CSCO Cisco Systems, Inc.
+2.14%
+$12,366.27 
PANW Palo Alto Networks, Inc.
+1.89%
+$12,902.7 
ORCL Oracle Corporation
+1.81%
+$5,405.4 
EDF Virtus Stone Harbor Emerging Markets Income Fund
+1.56%
+$1,297.52 
LMT Lockheed Martin Corporation
+1.5%
+$4,004.32 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$5,337.6 
GE General Electric Company
+1.42%
+$6,946.43 
KLAC KLA Corporation
+1.38%
+$2,826.16 
WFC Wells Fargo & Company
+1.19%
+$6,852.36 
AMAT Applied Materials, Inc.
+1.18%
+$3,044.41 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$29,235.3 
VUG Vanguard Growth ETF
+1.1%
+$101,032.41 
XLE Energy Select Sector SPDR Fund
+1%
+$48,895.66 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$5,686.8 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$2,126.72 
XSD SPDR S&P Semiconductor ETF
+0.92%
+$8,984.02 
MLPA Global X MLP ETF
+0.87%
+$3,590.23 
IBM International Business Machines Corporation
+0.86%
+$1,852.68 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$2,747.67 
GEV GE Vernova Inc.
+0.85%
+$2,493 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$25,391.4 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$2,119.9 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,476.49 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$1,865.57 
TSLA Tesla, Inc.
+0.76%
+$10,308.39 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,927.21 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$34,277.65 
VOO Vanguard S&P 500 ETF
+0.71%
+$75,797.18 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$1,948.08 
CAT Caterpillar Inc.
+0.7%
+$2,545.83 
IVV iShares Core S&P 500 ETF
+0.69%
+$43,187.2 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,206.53 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$1,755.25 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$63,114.6 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$1,783.72 
IWB iShares Russell 1000 ETF
+0.64%
+$3,462.37 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$1,817.81 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$2,003.53 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$51,365.38 
STX Seagate Technology Holdings plc
+0.52%
+$1,682.1 
PSX Phillips 66
+0.51%
+$2,891.11 
FTC First Trust Large Cap Growth Fund
+0.47%
+$971.93 
IYW iShares U.S. Technology ETF
+0.46%
+$6,978.85 
CSX CSX Corporation
+0.42%
+$1,050.42 
IYJ iShares U.S. Industrials ETF
+0.42%
+$2,294.29 
CASY Casey's General Stores Inc.
+0.4%
+$1,092 
RTX RTX Corporation
+0.39%
+$2,343.6 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$8,154.72 
AVGO Broadcom Inc.
+0.37%
+$8,356.32 
PG Procter & Gamble Co
+0.37%
+$937.04 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,518.44 
BAC Bank of America Corporation
+0.36%
+$3,521.1 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$4,087.8 
EWZ iShares MSCI Brazil ETF
+0.33%
+$1,160.28 
MRK Merck & Co., Inc.
+0.32%
+$899.56 
SMH VanEck Semiconductor ETF
+0.3%
+$1,881.03 
JPM JPMorgan Chase & Co.
+0.27%
+$4,025.08 
VT Vanguard Total World Stock ETF
+0.26%
+$588.35 
DIVB iShares Core Dividend ETF
+0.26%
+$801.55 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$3,989.79 
JNJ Johnson & Johnson
+0.21%
+$1,610.14 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$1,091.35 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$537.61 
MS Morgan Stanley
+0.17%
+$422.28 
DELL Dell Technologies Inc.
+0.14%
+$3,141.04 
WMT Walmart Inc.
+0.09%
+$599.01 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WWR Westwater Resources Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$412,843.24 
LIN Linde plc
-5.95%
-$22,301.63 
MU Micron Technology, Inc.
-5.9%
-$69,493.9 
XBI SPDR S&P Biotech ETF
-2.94%
-$9,349.48 
ABBV AbbVie Inc.
-2.51%
-$16,906.11 
XLB Materials Select Sector SPDR Fund
-2.34%
-$36,562.57 
BA Boeing Company
-2.15%
-$6,064.23 
SLV iShares Silver Trust
-2.13%
-$6,718.02 
NFLX Netflix, Inc.
-2%
-$6,361.22 
AMD Advanced Micro Devices, Inc.
-1.9%
-$10,912.46 
LRCX Lam Research Corporation
-1.58%
-$3,478.01 
GLD SPDR Gold Shares
-1.49%
-$7,474.59 
MNST Monster Beverage Corporation
-1.3%
-$2,715.26 
F Ford Motor Company
-1.21%
-$5,941.26 
TJX The TJX Companies, Inc.
-1.21%
-$3,488.62 
DE Deere & Company
-1.13%
-$2,250.8 
MCK McKesson Corporation
-1.08%
-$3,206.08 
INTC Intel Corporation
-1.02%
-$2,023.68 
KO The Coca-Cola Company
-1.02%
-$2,588.4 
XOM Exxon Mobil Corporation
-0.97%
-$6,337.26 
MA Mastercard Incorporated
-0.74%
-$2,103.75 
MAR Marriott International Inc. - Class A
-0.71%
-$2,236.62 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$5,836.99 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$19,139.18 
AMGN Amgen Inc.
-0.64%
-$1,822.81 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,280.96 
PM Philip Morris International Inc.
-0.61%
-$2,052 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$12,102.69 
SBUX Starbucks Corporation
-0.57%
-$1,759.2 
LLY Eli Lilly and Company
-0.53%
-$5,314.71 
STLD Steel Dynamics Inc.
-0.49%
-$1,824.05 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$9,759.89 
DIVZ Opal Dividend Income ETF
-0.45%
-$3,562.12 
VGK Vanguard FTSE Europe ETF
-0.44%
-$932.4 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,054.7 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$3,233 
HD The Home Depot, Inc.
-0.42%
-$1,056.42 
VGT Vanguard Information Technology ETF
-0.38%
-$1,046.62 
AXP American Express Company
-0.38%
-$750.56 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$59,158.17 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.37%
-$899.94 
XTN SPDR S&P Transportation ETF
-0.36%
-$1,532.31 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$873.59 
VXF Vanguard Extended Market ETF
-0.3%
-$1,691.93 
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
-0.29%
-$855.92 
COR Cencora, Inc.
-0.28%
-$786.77 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,642.52 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$1,351.74 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$946.69 
VTV Vanguard Value ETF
-0.27%
-$3,253.2 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$8,449.56 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$1,146.9 
BX Blackstone Inc.
-0.25%
-$1,975.72 
COST Costco Wholesale Corporation
-0.24%
-$1,812.58 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$801.04 
VB Vanguard Small-Cap ETF
-0.22%
-$3,537.49 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$6,786.62 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$427.73 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$4,842.36 
KR Kroger Co.
-0.21%
-$432.24 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$539.04 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,565.6 
BKNG Booking Holdings Inc.
-0.18%
-$1,143.49 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$1,916.18 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$810.4 
IXUS iShares Core International Stock ETF
-0.15%
-$610.54 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$1,438.09 
XLF Financial Select Sector SPDR Fund
-0.1%
-$3,427.68 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$194.58 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$139.52 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$132.4 
V Visa Inc. Class A
-0.04%
-$189.97 
ILF iShares Latin America 40 ETF
-0.03%
-$59.67 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$101.25 
UBER Uber Technologies, Inc.
-0.01%
-$52.89 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$113.71 Events
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Dividends
Dividend Analysis
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| Trades 1448 | Longs Won 1135/1448 78% | Profit Factor 28.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $237,797.11 |
| Average Win $58,893.62 | Best Trade (Aug 14) $3.89M | Sharpe Ratio -10.02 |
| Average Loss -$7,449.5 | Worst Trade (Dec 30) -$273,369.94 | Z-Score 34.75 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 5d | Expectancy $44,552.88 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,837 | $3.36M | $5.2M | - | $1.84M | 54.88% | -7.354% |
| ABBV AbbVie Inc. | 2,613 | $437,925.55 | $655,706.22 | - | $217,780.67 | 49.73% | -2.513% |
| AMAT Applied Materials, Inc. | 516 | $176,319.92 | $261,957.73 | - | $85,637.81 | 48.57% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,181 | $252,343.13 | $562,333.14 | - | $309,990.01 | 122.84% | -1.904% |
| AMGN Amgen Inc. | 735 | $215,732.64 | $283,092.6 | - | $67,359.96 | 31.22% | -0.64% |
| AMZN Amazon.com Inc | 10,146 | $1.78M | $2.76M | - | $979,030.14 | 55.11% | +15.321% |
| APO Apollo Global Management, Inc. | 2,062 | $244,861.01 | $258,966.58 | - | $14,105.57 | 5.76% | +4.441% |
| AVGO Broadcom Inc. | 5,803 | $1.03M | $2.26M | - | $1.23M | 118.75% | +0.371% |
| AXP American Express Company | 591 | $148,880.81 | $198,723.75 | - | $49,842.94 | 33.48% | -0.376% |
| BA Boeing Company | 1,274 | $267,092.34 | $275,362.36 | - | $8,270.02 | 3.1% | -2.155% |
| BAC Bank of America Corporation | 16,005 | $574,007.95 | $991,509.75 | - | $417,501.8 | 72.73% | +0.356% |
| BKNG Booking Holdings Inc. | 3,363 | $500,018.43 | $648,722.67 | - | $148,704.24 | 29.74% | -0.176% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 6,646 | $235,467.74 | $234,072.12 | - | -$1,395.62 | -0.59% | +0.917% |
| BRK-B Berkshire Hathaway Inc. | 1,354 | $551,947.25 | $692,625.16 | - | $140,677.91 | 25.49% | +0.365% |
| BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 10,699 | $242,478 | $292,189.69 | - | $49,711.69 | 20.5% | -0.292% |
| BX Blackstone Inc. | 6,174 | $802,514.43 | $788,728.5 | - | -$13,785.93 | -1.72% | -0.25% |
| CASY Casey's General Stores Inc. | 312 | $160,668.62 | $271,752 | - | $111,083.38 | 69.14% | +0.403% |
| CAT Caterpillar Inc. | 449 | $269,693.9 | $365,849.69 | - | $96,155.79 | 35.65% | +0.701% |
| COR Cencora, Inc. | 884 | $201,612.75 | $275,224.56 | - | $73,611.81 | 36.51% | -0.285% |
| COST Costco Wholesale Corporation | 795 | $612,318.14 | $756,752.56 | - | $144,434.42 | 23.59% | -0.239% |
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FAQ
Which stocks have generated the highest profits for Nicholas Jeffries?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $643,027.46, Vanguard Dividend Appreciation ETF - $506,967.38, NVIDIA Corporation - $304,179.6, Energy Select Sector SPDR Fund - $290,592.08, and VANGUARD TOTAL STOCK MKT ETF - $228,040.87. 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: Olin Corporation - $597,159.59, Biogen Inc - $70,195.36, AppLovin Corporation Class A Common Stock - $51,545.29, Accenture plc Class A - $36,888.54, and Greenbrier Companies, Inc - $34,894.76. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nicholas Jeffries's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.95M earned over time. The largest contributors to dividend income include Vanguard Dividend Appreciation ETF - $506,967.38, Energy Select Sector SPDR Fund - $283,537.1, VANGUARD TOTAL STOCK MKT ETF - $228,040.87, VANGUARD FTSE DEVELOPED MARKETS ETF - $170,020.66, and Vanguard S&P 500 ETF - $166,395.88. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nicholas Jeffries's monthly returns?
Nicholas Jeffries'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 Nicholas Jeffries's strategy be considered aggressive or moderate?
Nicholas Jeffries'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 Nicholas Jeffries's strategy?
Nicholas Jeffries'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.
