Jessica Riley Hale Portfolio
Invests via GC Wealth Management RIA, LLC | Managed by David Steven Breslin
Invests via GC Wealth Management RIA, LLC
Managed by David Steven Breslin
Automatically Tracked
Jessica Riley Hale Profile
Operating partner and investor focused on growth-stage consumer and technology companies, Jessica Riley Hale brings operating, corporate development and board experience across startups and scaled firms. She has led commercial strategy, fundraising and M&A initiatives and works with management on go-to-market and governance. Frequently active in angel and seed rounds, she complements capital with operational playbooks and network access.
Operating partner and investor focused on growth-stage consumer and technology companies, Jessica Riley Hale brings operating, corporate development and board experience across startups and scaled firms. She has led commercial strategy, fundraising and M&A initiatives and works with management on go-to-market and governance. Frequently active in angel and seed rounds, she complements capital with operational playbooks and network access.
Investment Philosophy & Strategy
Focuses on growth-stage consumer and technology companies, pairing early-stage capital with hands-on operating support. Prioritizes founders with repeatable go-to-market models, healthy unit economics and clear governance needs. Deploys angel/seed and follow-on checks, emphasizing commercial strategy, fundraising readiness and M&A optionality. Investment horizon is multi-year; risk is managed through active board involvement, milestone-based capital and network-driven customer and partner acceleration.
Focuses on growth-stage consumer and technology companies, pairing early-stage capital with hands-on operating support. Prioritizes founders with repeatable go-to-market models, healthy unit economics and clear governance needs. Deploys angel/seed and follow-on checks, emphasizing commercial strategy, fundraising readiness and M&A optionality. Investment horizon is multi-year; risk is managed through active board involvement, milestone-based capital and network-driven customer and partner acceleration.
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:
61.18%
Gain -1.56%
Monthly
1.43%
Yearly
18.65%
Drawdown
25.02%
$1.81B
Equity
Holdings
$1.81B
Investment
$1.59B
$353.58M
Profit -$36.38M
Realized
$133.64M
Unrealized
$219.95M
Dividends
$36.88M
Goals
Avg. 97% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.56%
Profit
-$36.38M
Win %
66%
This Week
Compared To Last Week
Gain
-2.59%
Profit
-$48M
Win %
66%
This Month
Compared to last month
Gain
-1.96%
Profit
-$36.06M
Win %
66%
This Year
Compared to last year
Gain
4.68%
Profit
$79.37M
Win %
62%
HONA Honeywell Aerospace Inc.
+3.27%
+$24,740.22 
KMI Kinder Morgan, Inc.
+3.12%
+$36,759.57 
COP ConocoPhillips
+3.01%
+$12,199.39 
EOG EOG Resources, Inc.
+2.8%
+$14,393.64 
BTI British American Tobacco p.l.c. ADR
+2.76%
+$19,406.4 
TTE TotalEnergies SE
+2.72%
+$24,957.96 
RTX RTX Corporation
+2.71%
+$95,807.79 
DVN Devon Energy Corporation
+2.62%
+$9,957.51 
NOC Northrop Grumman Corporation
+2.61%
+$13,726.06 
NGG National Grid plc Sponsored ADR
+2.52%
+$23,354.64 
LMT Lockheed Martin Corporation
+2.49%
+$23,598.25 
IDXX IDEXX Laboratories, Inc.
+2.48%
+$11,043.26 
SHEL Shell plc
+2.36%
+$20,364.24 
MSI Motorola Solutions, Inc.
+2.26%
+$34,243.92 
SLB Schlumberger Limited
+2.22%
+$4,956.82 
MOG-A Moog Inc.
+2.18%
+$16,453.32 
PM Philip Morris International Inc.
+2.11%
+$17,673.58 
CVX Chevron Corporation
+2.06%
+$148,049.77 
XLE Energy Select Sector SPDR Fund
+1.98%
+$6,304.32 
PEP PepsiCo, Inc.
+1.92%
+$78,456.78 
TJX The TJX Companies, Inc.
+1.83%
+$179,815.75 
AEP American Electric Power Company, Inc.
+1.79%
+$7,811.69 
MLPX Global X MLP & Energy Infrastructure ETF
+1.75%
+$19,945 
DUK Duke Energy Corporation
+1.72%
+$4,373.76 
ATO Atmos Energy Corporation
+1.7%
+$7,397.58 
PPL PPL Corporation
+1.68%
+$6,063.9 
IBN ICICI Bank Limited Sponsored ADR
+1.65%
+$7,265.78 
XOM Exxon Mobil Corporation
+1.64%
+$114,909.06 
SO The Southern Company
+1.63%
+$16,750.4 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.61%
+$7,742.06 
CASY Casey's General Stores Inc.
+1.55%
+$5,434.03 
PHG Koninklijke Philips N.V.
+1.47%
+$21,136.87 
MDLZ Mondelez International, Inc.
+1.46%
+$26,482.23 
BUD Anheuser-Busch InBev S.A. ADR
+1.38%
+$9,143.89 
GD General Dynamics Corporation
+1.37%
+$8,237.77 
LHX L3Harris Technologies, Inc.
+1.37%
+$4,375.7 
WY Weyerhaeuser Company
+1.37%
+$4,685.47 
USB U.S. Bancorp
+1.29%
+$27,633.82 
COST Costco Wholesale Corporation
+1.28%
+$138,058.04 
KO The Coca-Cola Company
+1.27%
+$47,031.66 
ALL Allstate Corporation
+1.27%
+$9,691.49 
OPPE WisdomTree European Opportunities Fund
+1.21%
+$31,660.99 
PSX Phillips 66
+1.19%
+$64,675.25 
AIG American International Group Inc.
+1.16%
+$4,356.2 
GE General Electric Company
+1.15%
+$29,707.25 
AWK American Water Works Company, Inc.
+1.14%
+$5,124.94 
HDV iShares Core High Dividend ETF
+1.13%
+$3,194.22 
VTRS Viatris Inc.
+1.12%
+$4,112.51 
TFC Truist Financial Corporation
+1.09%
+$3,036.03 
CINF Cincinnati Financial Corporation
+1.09%
+$6,223.83 
XLU Utilities Select Sector SPDR Fund
+1.06%
+$4,703.6 
MRK Merck & Co., Inc.
+1.03%
+$58,633.5 
RELX Relx PLC Sponsored ADR
+1.03%
+$17,727.99 
WMB The Williams Companies, Inc.
+1%
+$4,244.19 
NUE Nucor Corporation
+0.99%
+$7,539.4 
AON Aon plc
+0.97%
+$2,368.71 
SYK Stryker Corporation
+0.94%
+$5,835.5 
DEO Diageo plc Sponsored ADR
+0.94%
+$15,035.68 
NEE NextEra Energy, Inc.
+0.94%
+$23,507.58 
TMUS T-Mobile US, Inc.
+0.92%
+$16,643.53 
MLM Martin Marietta Materials, Inc.
+0.91%
+$4,215.2 
COF Capital One Financial Corporation
+0.88%
+$61,730.37 
XEL Xcel Energy Inc.
+0.88%
+$3,713.16 
VZ Verizon Communications Inc.
+0.88%
+$4,040.01 
HD The Home Depot, Inc.
+0.87%
+$43,296.72 
DOV Dover Corporation
+0.84%
+$5,819.11 
CMI Cummins Inc.
+0.83%
+$4,450.02 
ZTS Zoetis Inc.
+0.79%
+$1,796.14 
PGR Progressive Corporation
+0.78%
+$20,228.71 
LIN Linde plc
+0.78%
+$37,044.25 
PG Procter & Gamble Co
+0.76%
+$19,276.8 
WMT Walmart Inc.
+0.76%
+$45,149.4 
MCHP Microchip Technology Incorporated
+0.73%
+$6,714.9 
SW Smurfit WestRock PLC
+0.73%
+$7,205.4 
GNR SPDR S&P Global Natural Resources ETF
+0.71%
+$5,555.19 
JPM JPMorgan Chase & Co.
+0.71%
+$93,398.34 
JNJ Johnson & Johnson
+0.7%
+$33,228.21 
CME CME Group Inc.
+0.7%
+$2,605.81 
MNST Monster Beverage Corporation
+0.68%
+$6,864.02 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.67%
+$6,041.81 
HSY The Hershey Company
+0.66%
+$2,448.68 
TT Trane Technologies plc
+0.66%
+$21,404.18 
TFX Teleflex Incorporated
+0.65%
+$10,377.49 
PNC The PNC Financial Services Group, Inc.
+0.64%
+$6,224.19 
CI The Cigna Group
+0.63%
+$1,890 
XYL Xylem Inc.
+0.62%
+$1,916.16 
LOW Lowe's Companies Inc.
+0.62%
+$14,317.93 
SCHD Schwab U.S. Dividend Equity ETF
+0.62%
+$11,086.43 
GM General Motors Company
+0.6%
+$3,245.5 
SPLV Invesco S&P 500 Low Volatility ETF
+0.58%
+$5,722.44 
BRK-B Berkshire Hathaway Inc.
+0.58%
+$48,830.18 
ABBV AbbVie Inc.
+0.57%
+$59,734.22 
ISRG Intuitive Surgical, Inc.
+0.56%
+$38,932.3 
STLD Steel Dynamics Inc.
+0.56%
+$3,694.98 
CB Chubb Limited
+0.56%
+$39,064.56 
WFC Wells Fargo & Company
+0.56%
+$25,026.3 
LLY Eli Lilly and Company
+0.55%
+$125,089.7 
AJG Arthur J. Gallagher & Co.
+0.54%
+$2,623.7 
VLO Valero Energy Corporation
+0.53%
+$2,227.8 
PCAR PACCAR Inc.
+0.53%
+$1,907.47 
ORLY O'Reilly Automotive Inc.
+0.53%
+$2,321.74 
TXN Texas Instruments Inc
+0.51%
+$39,481.58 
FAST Fastenal Co.
+0.5%
+$5,763.5 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
+0.5%
+$5,757.87 
GFI Gold Fields Ltd. Sponsored ADR
+0.48%
+$2,189.16 
DVY iShares Select Dividend ETF
+0.48%
+$2,272.05 
TDG TransDigm Group Inc.
+0.45%
+$2,433.02 
BRK-A Berkshire Hathaway Inc.
+0.4%
+$35,079.11 
GEV GE Vernova Inc.
+0.39%
+$5,039.04 
TRV The Travelers Companies, Inc.
+0.38%
+$3,967.53 
CARR Carrier Global Corporation
+0.38%
+$1,884.96 
XLB Materials Select Sector SPDR Fund
+0.38%
+$2,011.15 
NVS Novartis AG Sponsored ADR
+0.37%
+$3,523.7 
C Citigroup Inc.
+0.36%
+$3,673.47 
V Visa Inc. Class A
+0.34%
+$71,616.24 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.33%
+$1,692.44 
T AT&T Inc.
+0.3%
+$926.91 
PH Parker-Hannifin Corporation
+0.29%
+$30,013.26 
AAPL Apple Inc.
+0.23%
+$195,276.8 
SPGI S&P Global Inc.
+0.23%
+$4,327.17 
NKE Nike, Inc. - Class B
+0.21%
+$529.68 
MPC Marathon Petroleum Corporation
+0.2%
+$1,902.98 
MCK McKesson Corporation
+0.2%
+$12,661.13 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.18%
+$2,104.87 
PFE Pfizer Inc.
+0.17%
+$697.1 
FNDF Schwab Fundamental International Large Company Index ETF
+0.17%
+$352.35 
EAD Allspring Income Opportunities Fund
+0.17%
+$169.37 
ADM Archer-Daniels-Midland Co
+0.16%
+$1,488.76 
AVIV Avantis International Large Cap Value ETF
+0.16%
+$2,551.25 
TIP iShares TIPS Bond ETF
+0.14%
+$526.35 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$1,383.27 
ING ING Groep N.V. Sponsored ADR
+0.12%
+$1,323.16 
RY Royal Bank of Canada
+0.11%
+$712.11 
DGRO iShares Core Dividend Growth ETF
+0.1%
+$9,888 
APO Apollo Global Management, Inc.
+0.1%
+$754.49 
NWG NatWest Group plc Sponsored ADR
+0.09%
+$1,064.62 
PUK Prudential plc ADR
+0.08%
+$653.69 
BLK BlackRock, Inc.
+0.08%
+$2,969.3 
RGA Reinsurance Group of America, Inc.
+0.08%
+$575.97 
ADI Analog Devices, Inc.
+0.07%
+$5,157.7 
ADP Automatic Data Processing Inc.
+0.07%
+$478.45 
CFR Cullen/Frost Bankers Inc.
+0.07%
+$204.5 
AMGN Amgen Inc.
+0.06%
+$1,625.13 
APD Air Products and Chemicals, Inc.
+0.06%
+$283.54 
VYM Vanguard High Dividend Yield ETF
+0.05%
+$1,919.92 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.05%
+$931.74 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.04%
+$465.22 
CALI China Auto Logistics Inc.
+0.04%
+$118.46 
IBMO iShares iBonds Dec 2026 Term ETF
+0.04%
+$463.98 
ICE Intercontinental Exchange, Inc.
+0.03%
+$1,787.85 
SHV iShares Short Treasury Bond ETF
+0.03%
+$69.97 
CLOA iShares AAA CLO ETF
+0.03%
+$62.67 
VYMI Vanguard International High Dividend Yield Index Fund
+0.03%
+$281.91 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.03%
+$252.72 
GXO GXO Logistics Inc.
+0.02%
+$44.8 
VTEB Vanguard Tax-Exempt Bond ETF
+0.02%
+$249.25 
JPIE JPMorgan Income ETF
+0.01%
+$44.69 
ABT Abbott Laboratories
+0.01%
+$252.96 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$24.64 
VTV Vanguard Value ETF
+0.01%
+$379.46 
CNHI CNH Industrial N.V.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CWS AdvisorShares Focused Equity ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
-$0.12 
EAGL Eagle Capital Select Equity ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 HIMU
HIMU
0%
$0 G200
G2004J103
0%
$0 
TWLO Twilio Inc.
-11.59%
-$210,389.84 
MDB MongoDB Inc.
-9.47%
-$295,366.4 
S SentinelOne Inc.
-9.39%
-$124,050.43 
SNOW Snowflake Inc.
-8.37%
-$766,221.23 
DCGO DocGo Inc.
-8.33%
-$352.5 
PANW Palo Alto Networks, Inc.
-7.98%
-$1.08M 
IOT Samsara Inc. Class A Common Stock
-7.9%
-$2.65M 
CRWD CrowdStrike Holdings, Inc.
-7.63%
-$815,453.18 
PLTR Palantir Technologies Inc.
-7.54%
-$221,134.85 
TEM Tempus AI, Inc.
-7.37%
-$12.64M 
FLEX Flex Ltd.
-6.73%
-$25,631.58 
COHR Coherent Corp.
-6.32%
-$13,898.74 
U Unity Software Inc.
-6.01%
-$24,974.13 
PATH Uipath Inc.
-5.95%
-$14,137.81 
CRCL Circle Internet Group, Inc.
-5.84%
-$42,656.76 
STX Seagate Technology Holdings plc
-5.83%
-$36,149.1 
NOW ServiceNow, Inc.
-5.63%
-$954,346.12 
IGV iShares Expanded Tech-Software Sector ETF
-5.26%
-$141,491.94 
RNG RingCentral Inc.
-5.22%
-$27,834.72 
SNDK SanDisk Corporation
-5.08%
-$12,978.36 
INTC Intel Corporation
-4.96%
-$89,018.6 
TSEM Tower Semiconductor Ltd.
-4.84%
-$38,811.2 
WDC Western Digital Corporation
-4.79%
-$16,970.38 
DUOL Duolingo, Inc.
-4.68%
-$79,179.09 
HOOD Robinhood Markets, Inc.
-4.65%
-$269,641.24 
AMD Advanced Micro Devices, Inc.
-4.62%
-$410,613.9 
ARM Arm Holdings plc American Depositary Receipt
-4.62%
-$13,379.72 
ZM Zoom Video Communications, Inc.
-4.59%
-$22,284.83 
ORCL Oracle Corporation
-4.53%
-$212,337.61 
APP AppLovin Corporation Class A Common Stock
-4.51%
-$15,181.61 
DDD 3D Systems Corporation
-4.22%
-$5,745.25 
MU Micron Technology, Inc.
-4.1%
-$342,992.93 
SHOP Shopify Inc.
-4.03%
-$200,566.12 
MRVL Marvell Technology, Inc.
-3.98%
-$20,397.93 
ANET Arista Networks, Inc.
-3.96%
-$323,311.88 
SNPS Synopsys, Inc.
-3.87%
-$8,892.01 
DBX Dropbox Inc.
-3.83%
-$18,733.4 
CHRW C.H. Robinson Worldwide, Inc.
-3.83%
-$9,914.52 
DELL Dell Technologies Inc.
-3.67%
-$33,875.74 
UAL United Airlines Holdings, Inc.
-3.66%
-$38,595.13 
LRCX Lam Research Corporation
-3.63%
-$348,447.87 
VERA Vera Therapeutics Inc.
-3.62%
-$13,820.35 
META Meta Platforms Inc Class A
-3.54%
-$1.3M 
RAL Ralliant Corporation
-3.53%
-$15,835.25 
AVGO Broadcom Inc.
-3.51%
-$990,784.3 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.42%
-$29,591.12 
CART Maplebear Inc.
-3.41%
-$51,650.25 
AMAT Applied Materials, Inc.
-3.38%
-$131,188.2 
GLW Corning Incorporated
-3.34%
-$13,702.89 
SE Sea Ltd.
-3.33%
-$11,989.25 
TDOC Teladoc Health Inc.
-3.27%
-$3,326.31 
CRM Salesforce Inc
-3.25%
-$681,642.99 
JBL Jabil Inc.
-3.19%
-$5,682.16 
IGM iShares Expanded Tech Sector ETF
-3.1%
-$16,592.17 
KLAC KLA Corporation
-3.08%
-$5,370 
QTUM Defiance Quantum ETF
-3.04%
-$6,164.64 
ADBE Adobe Inc.
-3%
-$26,407.08 
NFLX Netflix, Inc.
-3%
-$153,308.5 
TSLA Tesla, Inc.
-2.96%
-$185,231.99 
EBAY eBay Inc.
-2.83%
-$6,273 
XYZ Block, Inc.
-2.74%
-$19,239.15 
MTB M&T Bank Corporation
-2.68%
-$8,324.54 
RDDT Reddit Inc Class A
-2.67%
-$45,488.28 
ADSK Autodesk, Inc.
-2.67%
-$62,890.75 
MSFT Microsoft Corp.
-2.67%
-$2.11M 
XLK State Street Technology Select Sector SPDR ETF
-2.65%
-$102,849.76 
INTU Intuit Inc.
-2.63%
-$67,346.78 
IBB iShares Biotechnology ETF
-2.59%
-$16,212.03 
VGT Vanguard Information Technology ETF
-2.58%
-$64,293.36 
NOK Nokia Corporation Sponsored ADR
-2.56%
-$17,811.26 
IWP iShares Russell Mid-Cap Growth ETF
-2.54%
-$9,457.9 
TSLX Sixth Street Specialty Lending Inc.
-2.53%
-$8,506.62 
HCAT Health Catalyst Inc.
-2.5%
-$561.47 
VBK Vanguard Small-Cap Growth ETF
-2.5%
-$46,964.13 
VRT Vertiv Holdings Co
-2.47%
-$20,592.18 
SCHW Charles Schwab Corporation
-2.45%
-$23,005.29 
ULTA Ulta Beauty Inc.
-2.44%
-$44,520 
OTF Blue Owl Technology Finance Corp.
-2.44%
-$4,934.42 
IWO iShares Russell 2000 Growth ETF
-2.42%
-$19,343 
CCJ Cameco Corporation
-2.38%
-$8,523.9 
SMH VanEck Semiconductor ETF
-2.37%
-$115,602.62 
BYD Boyd Gaming Corporation
-2.28%
-$6,065.94 
GOOGL Alphabet Inc
-2.27%
-$1.53M 
SSYS Stratasys Ltd.
-2.25%
-$3,369.6 
QQQ Invesco QQQ Trust, Series 1
-2.2%
-$823,904 
GOOG Alphabet Inc
-2.16%
-$552,663.35 
ETN Eaton Corporation plc
-2.12%
-$155,541.3 
BX Blackstone Inc.
-2.11%
-$16,886.6 
MAGS Roundhill Magnificent Seven Fund
-2.08%
-$9,285.43 
ARES Ares Management Corporation
-2.08%
-$9,438.25 
DASH DoorDash, Inc.
-2.07%
-$210,124.16 
DE Deere & Company
-2.02%
-$23,332.68 
VOT Vanguard Mid-Cap Growth ETF
-2%
-$49,316.3 
CSCO Cisco Systems, Inc.
-1.97%
-$98,529.35 
VUG Vanguard Growth ETF
-1.96%
-$221,053.76 
MELI MercadoLibre, Inc.
-1.94%
-$18,385.78 
CDNS Cadence Design Systems, Inc.
-1.93%
-$3,925.02 
VXF Vanguard Extended Market ETF
-1.91%
-$5,423.43 
XLC Communication Services Select Sector SPDR Fund
-1.89%
-$19,260.2 
IWF iShares Russell 1000 Growth ETF
-1.88%
-$232,947 
AMZN Amazon.com Inc
-1.88%
-$1M 
UBER Uber Technologies, Inc.
-1.88%
-$79,898.84 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.88%
-$19,273.86 
HCA HCA Healthcare Inc.
-1.87%
-$5,614.29 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.86%
-$9,611.82 
ESP Espey Mfg. & Electronics Corp.
-1.86%
-$5,209.05 
PWR Quanta Services Inc.
-1.82%
-$231,916.95 
KEYS Keysight Technologies, Inc.
-1.82%
-$4,920.01 
IUSG iShares Core S&P U.S. Growth ETF
-1.77%
-$42,213.06 
CEG Constellation Energy Corporation
-1.77%
-$4,942.64 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.76%
-$175,564.92 
USXF iShares ESG Aware MSCI USA ETF
-1.73%
-$31,205.35 
VEEV Veeva Systems Inc.
-1.73%
-$10,293.91 
SPOT Spotify Technology S.A.
-1.72%
-$32,180.55 
EEM iShares MSCI Emerging Markets ETF
-1.7%
-$3,392.08 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.7%
-$17,386.71 
ESGE iShares ESG Aware MSCI EM ETF
-1.68%
-$6,914.76 
IWM iShares Russell 2000 ETF
-1.67%
-$68,992.92 
MSA Msa Safety Inc.
-1.65%
-$6,206.98 
VTWO Vanguard Russell 2000 ETF
-1.65%
-$9,129.85 
Q Qnity Electronics Inc.
-1.65%
-$2,947.12 
ILMN Illumina, Inc.
-1.61%
-$20,197.04 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.61%
-$44,142.03 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.61%
-$12,524.65 
IEMG iShares Core MSCI Emerging Markets ETF
-1.6%
-$88,392.5 
BOX Box Inc.
-1.57%
-$8,441.3 
SAN Banco Santander S.A. Sponsored ADR
-1.56%
-$2,653.77 
CTOS Custom Truck One Source, Inc.
-1.52%
-$2,976.68 
TGT Target Corporation
-1.48%
-$7,398.93 
DXCM DexCom, Inc.
-1.47%
-$5,776.62 
STM STMicroelectronics N.V.
-1.47%
-$12,954.03 
NU Nu Holdings Ltd.
-1.46%
-$48,703.09 
QCOM QUALCOMM Incorporated
-1.43%
-$39,086.25 
APH Amphenol Corporation
-1.42%
-$11,605.44 
DSI iShares MSCI KLD 400 Social ETF
-1.41%
-$5,299.84 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.4%
-$5,094.04 
UNH UnitedHealth Group Incorporated
-1.4%
-$90,010.96 
VB Vanguard Small-Cap ETF
-1.39%
-$31,804.29 
BDX Becton, Dickinson and Company
-1.36%
-$5,154.78 
VWO Vanguard FTSE Emerging Markets ETF
-1.34%
-$55,315.8 
SMMD iShares Russell 2500 ETF
-1.3%
-$5,964.03 
GS The Goldman Sachs Group, Inc.
-1.29%
-$45,897.3 
BKNG Booking Holdings Inc.
-1.28%
-$68,047.76 
VRTX Vertex Pharmaceuticals Incorporated
-1.26%
-$5,070.78 
IYT iShares U.S. Transportation ETF
-1.26%
-$5,701.8 
TMO Thermo Fisher Scientific Inc.
-1.26%
-$116,575.48 
IBM International Business Machines Corporation
-1.23%
-$4,571.91 
OEF iShares S&P 100 ETF
-1.22%
-$17,230.2 
MGC Vanguard Mega Cap ETF
-1.21%
-$4,912.05 
ESAB Esab Corporation
-1.2%
-$3,190.81 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-1.2%
-$2,805.42 
ABNB Airbnb, Inc.
-1.18%
-$45,637.24 
SCHB Schwab U.S. Broad Market ETF
-1.18%
-$5,859 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.18%
-$132,435.24 
IWR iShares Russell Mid-Cap ETF
-1.18%
-$11,318.46 
SHW The Sherwin-Williams Company
-1.18%
-$5,769.73 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.14%
-$3,296.7 
SAP SAP SE Sponsored ADR
-1.14%
-$33,854.61 
IWV ISHARES RUSSELL 3000 ETF
-1.14%
-$35,029.6 
ESGU iShares ESG Aware MSCI USA ETF
-1.14%
-$19,388.16 
NWPX NWPX Infrastructure, Inc.
-1.13%
-$10,159.83 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.11%
-$7,281.88 
IWB iShares Russell 1000 ETF
-1.1%
-$115,414.32 
VOO Vanguard S&P 500 ETF
-1.1%
-$229,814.16 
KKR KKR & Co. Inc.
-1.1%
-$30,890.62 
AZN AstraZeneca PLC American Depositary Shares
-1.1%
-$33,201.51 
DB Deutsche Bank AG
-1.1%
-$13,296.24 
SPY SPDR S&P 500 ETF Trust
-1.09%
-$323,694.37 
IVV iShares Core S&P 500 ETF
-1.09%
-$683,743.71 
LEN Lennar Corporation
-1.07%
-$4,542.59 
IJR iShares Core S&P Small-Cap ETF
-1.06%
-$29,439.35 
FLR Fluor Corporation
-1.05%
-$3,222.5 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.05%
-$2,217.3 
IJH iShares Core S&P Mid-Cap ETF
-1.03%
-$77,944.69 
J Jacobs Solutions Inc.
-1.01%
-$2,305.44 
MDY SPDR S&P MidCap 400 ETF Trust
-1.01%
-$3,836.1 
VST Vistra Corp
-1%
-$8,461.97 
EMR Emerson Electric Co.
-0.99%
-$7,646.35 
OSK Oshkosh Corporation
-0.98%
-$2,571.68 
VT Vanguard Total World Stock ETF
-0.98%
-$33,999.25 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.95%
-$6,627.96 
AMP Ameriprise Financial, Inc.
-0.93%
-$6,908.85 
VPL Vanguard FTSE Pacific ETF
-0.92%
-$3,225.67 
AVSC Avantis U.S. Small Cap Equity ETF
-0.92%
-$2,812.8 
MS Morgan Stanley
-0.9%
-$50,345.22 
ACWI iShares MSCI ACWI ETF
-0.89%
-$11,712.16 
SPHQ Invesco S&P 500 Quality ETF
-0.88%
-$27,589.5 
QUAL iShares MSCI USA Quality Factor ETF
-0.88%
-$22,964 
NVO Novo Nordisk A/S Sponsored ADR
-0.88%
-$13,676.15 
BDYN iShares Dynamic Equity Active ETF
-0.88%
-$6,119.28 
MCO Moody's Corporation
-0.87%
-$2,897.55 
ECL Ecolab Inc.
-0.86%
-$8,956.45 
BFLX iShares Flexible Equity Active ETF
-0.86%
-$2,031.65 
ROP Roper Technologies Inc.
-0.85%
-$7,153.27 
NVDA NVIDIA Corporation
-0.84%
-$985,844.79 
MDT Medtronic plc
-0.81%
-$26,702.83 
VO Vanguard Mid-Cap ETF
-0.8%
-$30,497.35 
AVUS Avantis U.S. Equity ETF
-0.78%
-$1,986.67 
MMM 3M Company
-0.76%
-$2,144.52 
SPGP Invesco S&P 500 GARP ETF
-0.76%
-$22,371.06 
GILD Gilead Sciences Inc.
-0.73%
-$3,835.25 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
-0.72%
-$3,154.84 
YUM Yum! Brands, Inc.
-0.7%
-$1,436.3 
NPK National Presto Industries Inc.
-0.7%
-$3,124.02 
VEU Vanguard FTSE All-World ex-US ETF
-0.68%
-$12,467.84 
PAYX Paychex Inc.
-0.68%
-$4,448.46 
NDAQ Nasdaq, Inc.
-0.64%
-$2,347.2 
RSP Invesco S&P 500 Equal Weight ETF
-0.64%
-$20,355 
UBS UBS Group AG
-0.62%
-$7,026.31 
DHR Danaher Corporation
-0.61%
-$23,702.1 
NAN Nuveen New York Quality Municipal Income Fund
-0.6%
-$2,973.12 
USMV iShares MSCI USA Min Vol Factor ETF
-0.6%
-$11,008.67 
REGN Regeneron Pharmaceuticals, Inc.
-0.6%
-$8,115.85 
UPS United Parcel Service, Inc.
-0.6%
-$17,073.22 
EWJ iShares MSCI Japan ETF
-0.6%
-$1,652.43 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.56%
-$2,687.49 
FTV Fortive Corporation
-0.53%
-$8,451.25 
UNP Union Pacific Corporation
-0.52%
-$24,682.5 
BBJP JPMorgan BetaBuilders Japan Fund
-0.52%
-$1,599.99 
CSX CSX Corporation
-0.51%
-$4,413.75 
ALC Alcon Inc.
-0.51%
-$1,290.98 
CAH Cardinal Health Inc.
-0.5%
-$2,266.76 
ALGM Allegro MicroSystems, Inc.
-0.46%
-$462.75 
BAR GraniteShares Gold Trust
-0.45%
-$9,970.2 
GLDM SPDR Gold MiniShares Trust
-0.45%
-$21,228.75 
SNN Smith & Nephew plc ADR
-0.43%
-$3,707.5 
IAU iShares Gold Trust
-0.43%
-$3,216.34 
TDY Teledyne Technologies Incorporated
-0.43%
-$2,547.57 
GLD SPDR Gold Shares
-0.42%
-$73,071.46 
IWD iShares Russell 1000 Value ETF
-0.41%
-$2,775.12 
AVLV Avantis U.S. Large Cap Value ETF
-0.41%
-$5,136.46 
TIGO Millicom International Cellular S.A.
-0.38%
-$1,742.2 
MA Mastercard Incorporated
-0.37%
-$30,958.11 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-0.36%
-$2,501.37 
SCCO Southern Copper Corporation
-0.36%
-$3,949.23 
BAC Bank of America Corporation
-0.35%
-$20,808.54 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.34%
-$25,033.68 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.34%
-$1,395.04 
BA Boeing Company
-0.34%
-$6,046.96 
AOS A. O. Smith Corporation
-0.34%
-$694.6 
SCHF Schwab International Equity ETF
-0.33%
-$8,857.26 
AVUV Avantis U.S. Small Cap Value ETF
-0.33%
-$3,837.2 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.31%
-$5,784.11 
RPM RPM International Inc.
-0.3%
-$891.5 
JEPI JPMorgan Equity Premium Income Fund
-0.3%
-$4,785.84 
DHI D.R. Horton, Inc.
-0.28%
-$4,424.94 
ALLE Allegion plc
-0.28%
-$1,022.54 
SBUX Starbucks Corporation
-0.26%
-$2,313.29 
XLV Health Care Select Sector SPDR Fund
-0.26%
-$5,184.2 
AXP American Express Company
-0.26%
-$7,107.75 
NSC Norfolk Southern Corporation
-0.25%
-$2,679.73 
TEL TE Connectivity plc
-0.24%
-$4,556.76 
BNDX Vanguard Total International Bond ETF
-0.24%
-$1,112.62 
BLV Vanguard Long-Term Bond ETF
-0.24%
-$1,104.68 
EFA iShares MSCI EAFE ETF
-0.24%
-$6,417.5 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.24%
-$2,806.23 
VIG Vanguard Dividend Appreciation ETF
-0.23%
-$22,957.02 
RSG Republic Services, Inc.
-0.22%
-$844.5 
CVS CVS Health Corporation
-0.22%
-$1,883.8 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.21%
-$911.65 
IVE ISHARES S&P 500 VALUE ETF
-0.21%
-$526 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.21%
-$437.38 
XLI Industrial Select Sector SPDR Fund
-0.21%
-$551.27 
ACN Accenture plc Class A
-0.2%
-$1,000.04 
CTAS Cintas Corporation
-0.2%
-$10,491.09 
IUSV iShares Core S&P U.S. Value ETF
-0.2%
-$2,731.48 
GL Globe Life Inc.
-0.2%
-$460.29 
SNY Sanofi American Depositary Receipt
-0.2%
-$1,419.44 
IEFA iShares Core MSCI EAFE ETF
-0.18%
-$2,237.2 
IGEB iShares Investment Grade Corporate Bond ETF
-0.17%
-$786.83 
DIS The Walt Disney Company
-0.17%
-$4,345.11 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.17%
-$5,702.65 
CAT Caterpillar Inc.
-0.16%
-$5,024.18 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.16%
-$1,386.17 
BMY Bristol-Myers Squibb Company
-0.16%
-$557.08 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.14%
-$1,859.34 
AES AES Corporation
-0.13%
-$317.1 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.13%
-$352.8 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.13%
-$761.42 
IEF iShares 7-10 Year Treasury Bond ETF
-0.12%
-$1,972.96 
MUB iShares National Muni Bond ETF
-0.12%
-$2,501.62 
AME Ametek Inc.
-0.11%
-$891.81 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.11%
-$964.5 
IUSB iShares Core Universal USD Bond ETF
-0.1%
-$614.21 
TLT iShares 20+ Year Treasury Bond ETF
-0.1%
-$2,551.12 
CP Canadian Pacific Kansas City Limited
-0.09%
-$911.44 
LYG Lloyds Banking Group Plc ADR
-0.09%
-$56.1 
XLF Financial Select Sector SPDR Fund
-0.09%
-$2,204.3 
GVA Granite Construction Incorporated
-0.08%
-$131.22 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.08%
-$787.16 
ELV Elevance Health, Inc.
-0.08%
-$216.57 
CTVA Corteva Inc.
-0.08%
-$580.67 
VGK Vanguard FTSE Europe ETF
-0.07%
-$190.51 
IEUR iShares Core MSCI Europe ETF
-0.07%
-$1,741.68 
PHM PulteGroup Inc.
-0.07%
-$165.92 
BCS Barclays PLC Sponsored ADR
-0.07%
-$1,718.98 
VNQ Vanguard Real Estate ETF
-0.06%
-$1,130.28 
RF Regions Financial Corporation
-0.06%
-$228.87 
IEI iShares 3-7 Year Treasury Bond ETF
-0.05%
-$1,125.19 
BNY BlackRock New York Municipal Income Trust
-0.05%
-$485.49 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.04%
-$1,242.08 
AER AerCap Holdings N.V.
-0.04%
-$135 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
-0.04%
-$467.89 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$443.54 
CMF iShares California Muni Bond ETF
-0.04%
-$293 
WM Waste Management, Inc.
-0.04%
-$243.2 
ASML ASML Holding N.V. New York Registry Shares
-0.03%
-$1,252.72 
TECH Bio-Techne Corporation
-0.03%
-$222.6 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$52.26 
BINC iShares Flexible Income Active ETF
-0.02%
-$54.03 
AVDE Avantis International Equity ETF
-0.01%
-$71.1 
MCD McDonald's Corporation
-0.01%
-$173.4 Events
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Dividends
Dividend Analysis
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| Trades 4340 | Longs Won 2627/4340 60% | Profit Factor 2.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.47M |
| Average Win $235,667.97 | Best Trade (Jun 29) $30.29M | Sharpe Ratio -4.41 |
| Average Loss -$155,000.45 | Worst Trade (Jun 30) -$49.81M | Z-Score 2.79 (99.47%) |
| Commissions $0 | Avg. Trade Length 11m | Expectancy $81,470.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 244,096 | $62.02M | $83.68M | - | $21.66M | 34.92% | +0.234% |
| ABBV AbbVie Inc. | 37,102 | $8.3M | $10.57M | - | $2.28M | 27.41% | +0.568% |
| ABNB Airbnb, Inc. | 22,154 | $2.89M | $3.82M | - | $928,720.73 | 32.17% | -1.182% |
| ABT Abbott Laboratories | 25,296 | $3.39M | $2.65M | - | -$739,908.22 | -21.84% | +0.01% |
| ACN Accenture plc Class A | 2,174 | $536,088.37 | $487,976.04 | - | -$48,112.33 | -8.97% | -0.205% |
| ACWI iShares MSCI ACWI ETF | 8,248 | $1.14M | $1.3M | - | $161,413.11 | 14.16% | -0.892% |
| ADBE Adobe Inc. | 3,493 | $1.23M | $852,676.23 | - | -$379,479.52 | -30.8% | -3.004% |
| ADI Analog Devices, Inc. | 18,421 | $4.49M | $7.45M | - | $2.96M | 65.98% | +0.069% |
| ADM Archer-Daniels-Midland Co | 11,452 | $680,144.06 | $951,203.12 | - | $271,059.06 | 39.85% | +0.157% |
| ADP Automatic Data Processing Inc. | 2,518 | $739,033 | $719,745.12 | - | -$19,287.88 | -2.61% | +0.067% |
| ADSK Autodesk, Inc. | 9,620 | $3.06M | $2.3M | - | -$760,436.92 | -24.88% | -2.667% |
| AEP American Electric Power Company, Inc. | 3,503 | $394,087.63 | $443,199.56 | - | $49,111.93 | 12.46% | +1.794% |
| AER AerCap Holdings N.V. | 2,250 | $274,281.96 | $328,185 | - | $53,903.04 | 19.65% | -0.041% |
| AES AES Corporation | 15,855 | $208,895.15 | $237,032.25 | - | $28,137.1 | 13.47% | -0.134% |
| AIG American International Group Inc. | 4,735 | $371,886.84 | $378,989.4 | - | $7,102.56 | 1.91% | +1.163% |
| AJG Arthur J. Gallagher & Co. | 1,958 | $606,529.43 | $492,319.52 | - | -$114,209.91 | -18.83% | +0.536% |
| ALC Alcon Inc. | 3,797 | $283,430.62 | $251,513.28 | - | -$31,917.34 | -11.26% | -0.511% |
| ALGM Allegro MicroSystems, Inc. | 3,085 | $214,778 | $99,367.85 | - | -$115,410.15 | -53.73% | -0.464% |
| ALL Allstate Corporation | 3,188 | $684,304.18 | $773,536.32 | - | $89,232.14 | 13.04% | +1.269% |
| ALLE Allegion plc | 2,378 | $328,186.57 | $369,350.96 | - | $41,164.39 | 12.54% | -0.276% |
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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 Jessica Riley Hale?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $55.68M, Alphabet Inc - $53.39M, Porch Group Inc - $30.29M, NVIDIA Corporation - $21.74M, and Apple Inc - $19.6M. 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: Meta Platforms Inc Class A - $55.37M, Atlassian Corporation Class A - $31.8M, Salesforce Inc - $27.71M, Tempus AI, Inc - $6.78M, and Upstart Holdings, Inc - $6.31M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jessica Riley Hale's portfolio generate?
The portfolio generates substantial dividend income, with a total of $36.88M earned over time. The largest contributors to dividend income include TCW Fund Inc. Compounders ETF - $1.38M, Microsoft Corp - $1.02M, Salesforce Inc - $971,422.7, Meta Platforms Inc Class A - $670,978.36, and iShares 0-5 Year High Yield Corporate Bond ETF - $653,313.73. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jessica Riley Hale's monthly returns?
Jessica Riley Hale'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 Jessica Riley Hale's strategy be considered aggressive or moderate?
Jessica Riley Hale'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 Jessica Riley Hale's strategy?
Jessica Riley Hale's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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