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:
70.71%
Gain +2.42%
Monthly
1.74%
Yearly
23.05%
Drawdown
22.6%
$190.18M
Equity
Holdings
$190.18M
Investment
$134.16M
$59.38M
Profit +$3.23M
Realized
$3.35M
Unrealized
$56.03M
Dividends
$4.89M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.42%
Profit
$3.23M
Win %
82%
This Week
Compared To Last Week
Gain
0.32%
Profit
$598,475.98
Win %
82%
This Month
Compared to last month
Gain
-1.2%
Profit
-$2.31M
Win %
82%
This Year
Compared to last year
Gain
-1.2%
Profit
-$2.31M
Win %
82%
BX Blackstone Inc.
+4.42%
+$33,957 
IBM International Business Machines Corporation
+3.65%
+$7,313.81 
AAPL Apple Inc.
+3.53%
+$191,268.32 
APO Apollo Global Management, Inc.
+3.03%
+$7,443.82 
DE Deere & Company
+2.97%
+$6,004.32 
MAR Marriott International Inc. - Class A
+2.73%
+$8,406.23 
STLD Steel Dynamics Inc.
+2.72%
+$9,620.33 
BKNG Booking Holdings Inc.
+2.68%
+$15,570.72 
HD The Home Depot, Inc.
+2.55%
+$6,285.22 
LMT Lockheed Martin Corporation
+2.46%
+$6,500.62 
KR Kroger Co.
+1.99%
+$3,998.22 
MCK McKesson Corporation
+1.99%
+$5,645.05 
DIVB iShares Core Dividend ETF
+1.96%
+$5,846.6 
XLB Materials Select Sector SPDR Fund
+1.93%
+$29,310.49 
COWZ Pacer US Cash Cows 100 ETF
+1.92%
+$10,241.9 
MA Mastercard Incorporated
+1.77%
+$4,638.15 
NFLX Netflix, Inc.
+1.74%
+$5,228.38 
RTX RTX Corporation
+1.74%
+$10,127.67 
JNJ Johnson & Johnson
+1.59%
+$12,546.94 
COR Cencora, Inc.
+1.58%
+$4,269.73 
F Ford Motor Company
+1.55%
+$7,261.54 
GE General Electric Company
+1.35%
+$6,532.14 
KO The Coca-Cola Company
+1.33%
+$3,106.08 
BAC Bank of America Corporation
+1.26%
+$12,323.83 
CSCO Cisco Systems, Inc.
+1.25%
+$7,175.49 
AMGN Amgen Inc.
+1.22%
+$3,336.91 
LIN Linde plc
+1.18%
+$4,392.53 
V Visa Inc. Class A
+1.18%
+$5,617.95 
SDY SPDR S&P Dividend ETF
+1.18%
+$6,756.73 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.14%
+$9,109.12 
XLP Consumer Staples Select Sector SPDR Fund
+1.11%
+$21,378.96 
DIVZ Opal Dividend Income ETF
+1.07%
+$8,467.64 
SLV iShares Silver Trust
+1.02%
+$3,123.28 
WMT Walmart Inc.
+0.99%
+$6,409.3 
PM Philip Morris International Inc.
+0.98%
+$3,269.32 
COST Costco Wholesale Corporation
+0.97%
+$7,131.17 
ABBV AbbVie Inc.
+0.95%
+$6,375.67 
JPM JPMorgan Chase & Co.
+0.95%
+$14,173.42 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.9%
+$10,539.1 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$2,436.91 
XLF Financial Select Sector SPDR Fund
+0.86%
+$27,421.44 
LLY Eli Lilly and Company
+0.86%
+$8,808.75 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$5,524.32 
VONV Vanguard Russell 1000 Value Index Fund
+0.82%
+$17,280.24 
CSX CSX Corporation
+0.8%
+$2,100.84 
XLV Health Care Select Sector SPDR Fund
+0.7%
+$14,099.13 
MOAT VanEck Morningstar Wide Moat Fund
+0.67%
+$11,636.8 
VGK Vanguard FTSE Europe ETF
+0.66%
+$1,351.98 
GOOGL Alphabet Inc
+0.65%
+$34,821.13 
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
+0.61%
+$1,818.83 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.6%
+$10,127 
VIG Vanguard Dividend Appreciation ETF
+0.59%
+$93,057.34 
VCR Vanguard Consumer Discretionary ETF
+0.54%
+$1,374.13 
VTV Vanguard Value ETF
+0.53%
+$6,396.26 
IYJ iShares U.S. Industrials ETF
+0.5%
+$2,766.71 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.48%
+$1,782.5 
TJX The TJX Companies, Inc.
+0.48%
+$1,344.58 
MRK Merck & Co., Inc.
+0.45%
+$1,294.48 
MDY SPDR S&P MidCap 400 ETF Trust
+0.4%
+$4,595.39 
XLE Energy Select Sector SPDR Fund
+0.4%
+$19,889.76 
XLI Industrial Select Sector SPDR Fund
+0.4%
+$1,052.64 
QUAL iShares MSCI USA Quality Factor ETF
+0.37%
+$1,088.64 
MGV Vanguard Mega Cap Value ETF
+0.35%
+$1,201.58 
PG Procter & Gamble Co
+0.3%
+$777.92 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.27%
+$644.36 
GOOG Alphabet Inc
+0.24%
+$2,811.74 
XLU Utilities Select Sector SPDR Fund
+0.22%
+$1,882.9 
XTN SPDR S&P Transportation ETF
+0.21%
+$923.32 
EDF Virtus Stone Harbor Emerging Markets Income Fund
+0.2%
+$162.19 
VB Vanguard Small-Cap ETF
+0.19%
+$3,055.25 
CVX Chevron Corporation
+0.19%
+$536.86 
IEF iShares 7-10 Year Treasury Bond ETF
+0.19%
+$909.84 
BA Boeing Company
+0.14%
+$369.46 
WFC Wells Fargo & Company
+0.14%
+$806.16 
ESGU iShares ESG Aware MSCI USA ETF
+0.11%
+$304.93 
SCHX Schwab U.S. Large-Cap ETF
+0.1%
+$281.64 
GLD SPDR Gold Shares
+0.1%
+$505.4 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$4,814.25 
IVV iShares Core S&P 500 ETF
+0.1%
+$6,241.82 
SHY iShares 1-3 Year Treasury Bond ETF
+0.08%
+$738.99 
VOO Vanguard S&P 500 ETF
+0.08%
+$8,266.19 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$158.88 
IWV ISHARES RUSSELL 3000 ETF
+0.06%
+$201.14 
SCHV Schwab U.S. Large-Cap Value ETF
+0.06%
+$1,877.68 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.06%
+$148.75 
IWB iShares Russell 1000 ETF
+0.05%
+$268.37 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.05%
+$161.01 
SBUX Starbucks Corporation
+0.04%
+$117.28 
XOM Exxon Mobil Corporation
+0.03%
+$207.1 
MSFT Microsoft Corp.
+0.03%
+$702.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$2,912.21 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
INTC Intel Corporation
-7.89%
-$17,212.16 
MU Micron Technology, Inc.
-6.99%
-$93,223.97 
STX Seagate Technology Holdings plc
-6.75%
-$23,311.26 
GLW Corning Incorporated
-6.03%
-$16,091.11 
XSD SPDR S&P Semiconductor ETF
-5.54%
-$58,852.6 
AMAT Applied Materials, Inc.
-4.72%
-$13,699.79 
LRCX Lam Research Corporation
-4.56%
-$10,781.81 
WWR Westwater Resources Inc.
-4.52%
-$300.58 
UBER Uber Technologies, Inc.
-4.31%
-$15,708.33 
AXP American Express Company
-4.3%
-$8,669.96 
ORCL Oracle Corporation
-4.21%
-$11,817 
KLAC KLA Corporation
-3.75%
-$9,318.35 
AMD Advanced Micro Devices, Inc.
-3.29%
-$20,950.93 
SMH VanEck Semiconductor ETF
-3.28%
-$21,977.91 
AVGO Broadcom Inc.
-2.69%
-$61,221.59 
TSLA Tesla, Inc.
-2.08%
-$29,090.88 
EEM iShares MSCI Emerging Markets ETF
-1.97%
-$3,750.31 
META Meta Platforms Inc Class A
-1.8%
-$13,812.03 
CWB SPDR Bloomberg Convertible Securities ETF
-1.64%
-$19,189.95 
GEV GE Vernova Inc.
-1.59%
-$4,931.98 
CASY Casey's General Stores Inc.
-1.56%
-$4,249.44 
XLK State Street Technology Select Sector SPDR ETF
-1.44%
-$45,900.2 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.37%
-$3,123.62 
GS The Goldman Sachs Group, Inc.
-1.25%
-$4,748.48 
EWZ iShares MSCI Brazil ETF
-1.22%
-$4,254.36 
FTC First Trust Large Cap Growth Fund
-1.19%
-$2,493.76 
XBI SPDR S&P Biotech ETF
-1.15%
-$3,676.75 
QQQ Invesco QQQ Trust, Series 1
-1.12%
-$110,024.81 
IYW iShares U.S. Technology ETF
-1.03%
-$15,896.44 
FTEC Fidelity MSCI Information Technology Index ETF
-1.02%
-$2,529.8 
VGT Vanguard Information Technology ETF
-0.95%
-$2,653.06 
NVDA NVIDIA Corporation
-0.92%
-$63,457.59 
VBK Vanguard Small-Cap Growth ETF
-0.82%
-$2,901.76 
VONG Vanguard Russell 1000 Growth Fund
-0.79%
-$24,385.8 
IWF iShares Russell 1000 Growth ETF
-0.79%
-$3,091.66 
TMO Thermo Fisher Scientific Inc.
-0.71%
-$1,733.62 
AMZN Amazon.com Inc
-0.66%
-$15,726.3 
CAT Caterpillar Inc.
-0.65%
-$2,608.69 
ROBO ROBO Global Robotics & Automation Index ETF
-0.63%
-$2,009.49 
ILF iShares Latin America 40 ETF
-0.57%
-$1,193.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.57%
-$2,112.8 
XAR SPDR S&P Aerospace & Defense ETF
-0.57%
-$1,406.07 
PANW Palo Alto Networks, Inc.
-0.56%
-$3,860.3 
VWO Vanguard FTSE Emerging Markets ETF
-0.52%
-$3,046.48 
DELL Dell Technologies Inc.
-0.42%
-$10,320.56 
VUG Vanguard Growth ETF
-0.36%
-$32,591.1 
MS Morgan Stanley
-0.33%
-$821.09 
VTWO Vanguard Russell 2000 ETF
-0.32%
-$2,457.05 
MGK Vanguard Mega Cap Growth ETF
-0.29%
-$7,693.44 
VXF Vanguard Extended Market ETF
-0.28%
-$1,572.76 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.26%
-$5,918.44 
IXUS iShares Core International Stock ETF
-0.19%
-$784.98 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.19%
-$841.06 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.16%
-$312.11 
PSX Phillips 66
-0.1%
-$562.17 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.1%
-$2,850.54 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.08%
-$156.96 
CRWD CrowdStrike Holdings, Inc.
-0.08%
-$501.76 
MNST Monster Beverage Corporation
-0.07%
-$149.66 
MLPA Global X MLP ETF
-0.07%
-$293.08 
VT Vanguard Total World Stock ETF
-0.07%
-$157.85 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.03%
-$151.95 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.03%
-$64.86 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$50.64 Events
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Dividends
Dividend Analysis
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| Trades 1448 | Longs Won 1116/1448 77% | Profit Factor 29.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $219,679.51 |
| Average Win $55,078.01 | Best Trade (Jul 31) $3.43M | Sharpe Ratio -12.22 |
| Average Loss -$6,290.33 | Worst Trade (Dec 30) -$273,369.94 | Z-Score 26.39 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w | Expectancy $41,007.37 |
| 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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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 - $639,290.54, Vanguard Dividend Appreciation ETF - $512,187.67, NVIDIA Corporation - $304,196.38, Energy Select Sector SPDR Fund - $290,592.08, and VANGUARD TOTAL STOCK MKT ETF - $229,979.34. 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, Accenture plc Class A - $36,888.54, Mettler-Toledo International Inc - $33,533.87, Salesforce Inc - $19,519.91, and Thermo Fisher Scientific Inc - $13,988.56. 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 $4.89M earned over time. The largest contributors to dividend income include Vanguard Dividend Appreciation ETF - $512,187.67, Energy Select Sector SPDR Fund - $283,537.1, VANGUARD TOTAL STOCK MKT ETF - $229,979.34, VANGUARD FTSE DEVELOPED MARKETS ETF - $170,020.66, and Vanguard S&P 500 ETF - $169,904.07. 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.
