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:
61.78%
Gain -0.56%
Monthly
1.51%
Yearly
19.76%
Drawdown
25.07%
$1.81B
Equity
Holdings
$1.81B
Investment
$1.59B
$353.22M
Profit -$10.72M
Realized
$133.59M
Unrealized
$219.63M
Dividends
$33.87M
Goals
Avg. 96.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.56%
Profit
-$10.72M
Win %
70%
This Week
Compared To Last Week
Gain
-0.49%
Profit
-$8.88M
Win %
70%
This Month
Compared to last month
Gain
-0.59%
Profit
-$10.72M
Win %
70%
This Year
Compared to last year
Gain
4.66%
Profit
$79.06M
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$7.53M 
DXCM DexCom, Inc.
+11.95%
+$39,898.98 
MSA Msa Safety Inc.
+9.13%
+$32,938.46 
ETN Eaton Corporation plc
+7.32%
+$516,827.36 
GOOG Alphabet Inc
+6.88%
+$1.7M 
GOOGL Alphabet Inc
+6.73%
+$4.32M 
WY Weyerhaeuser Company
+6.51%
+$27,051.95 
VRT Vertiv Holdings Co
+6.18%
+$54,563.5 
COHR Coherent Corp.
+5.55%
+$12,142.75 
ANET Arista Networks, Inc.
+5.46%
+$410,968.1 
GVA Granite Construction Incorporated
+5.26%
+$8,820.9 
APO Apollo Global Management, Inc.
+4.44%
+$36,627.06 
SNPS Synopsys, Inc.
+4.41%
+$8,067.14 
IOT Samsara Inc. Class A Common Stock
+4.11%
+$1.16M 
ZM Zoom Video Communications, Inc.
+4.06%
+$18,498.75 
TSEM Tower Semiconductor Ltd.
+4.03%
+$32,508.2 
RNG RingCentral Inc.
+4%
+$14,267.38 
S SentinelOne Inc.
+3.59%
+$37,299.84 
MDB MongoDB Inc.
+3.56%
+$98,739.29 
TWLO Twilio Inc.
+3.36%
+$42,556.06 
TFX Teleflex Incorporated
+3.33%
+$55,138.36 
TT Trane Technologies plc
+3.33%
+$104,318.44 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$22,706.88 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$41,414.4 
META Meta Platforms Inc Class A
+3.28%
+$879,314.35 
ARES Ares Management Corporation
+3.2%
+$15,776.76 
MAGS Roundhill Magnificent Seven Fund
+3.19%
+$12,503.16 
PATH Uipath Inc.
+3.15%
+$6,765.33 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$246,355.2 
MSFT Microsoft Corp.
+3.02%
+$2M 
NVDA NVIDIA Corporation
+2.93%
+$3.08M 
CVX Chevron Corporation
+2.35%
+$148,378.04 
MRVL Marvell Technology, Inc.
+2.32%
+$9,061.02 
CTOS Custom Truck One Source, Inc.
+2.32%
+$4,890.26 
ORLY O'Reilly Automotive Inc.
+2.28%
+$9,936.07 
FAST Fastenal Co.
+2.25%
+$24,206.7 
GLW Corning Incorporated
+2.24%
+$8,986.98 
WDC Western Digital Corporation
+2.21%
+$11,717.45 
NWG NatWest Group plc Sponsored ADR
+2.21%
+$29,099.75 
EOG EOG Resources, Inc.
+2.19%
+$10,694.37 
DVN Devon Energy Corporation
+2.17%
+$7,410.24 
CDNS Cadence Design Systems, Inc.
+2.16%
+$4,507.19 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$17,942.33 
CSCO Cisco Systems, Inc.
+2.14%
+$110,871.18 
JBL Jabil Inc.
+2.12%
+$4,055.13 
KEYS Keysight Technologies, Inc.
+2.04%
+$5,054.48 
TDOC Teladoc Health Inc.
+1.98%
+$2,217.54 
LHX L3Harris Technologies, Inc.
+1.9%
+$6,862.81 
PANW Palo Alto Networks, Inc.
+1.89%
+$224,056.8 
CRM Salesforce Inc
+1.83%
+$281,677.18 
ORCL Oracle Corporation
+1.81%
+$80,475.78 
CFR Cullen/Frost Bankers Inc.
+1.74%
+$5,828.23 
HCA HCA Healthcare Inc.
+1.72%
+$4,365.59 
CINF Cincinnati Financial Corporation
+1.69%
+$10,032.92 
ZTS Zoetis Inc.
+1.66%
+$3,650.22 
FLEX Flex Ltd.
+1.64%
+$7,113.44 
J Jacobs Solutions Inc.
+1.64%
+$3,490.16 
KMI Kinder Morgan, Inc.
+1.64%
+$18,648.76 
SHEL Shell plc
+1.62%
+$12,268.62 
ACN Accenture plc Class A
+1.61%
+$5,717.64 
CWS AdvisorShares Focused Equity ETF
+1.57%
+$11,836.04 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$15,081.1 
VZ Verizon Communications Inc.
+1.52%
+$7,251.3 
SAP SAP SE Sponsored ADR
+1.51%
+$36,094.02 
LMT Lockheed Martin Corporation
+1.5%
+$15,370.03 
BOX Box Inc.
+1.48%
+$6,262.9 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$13,892.73 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$135,375.36 
NOC Northrop Grumman Corporation
+1.43%
+$8,019.13 
PH Parker-Hannifin Corporation
+1.43%
+$146,235.35 
PWR Quanta Services Inc.
+1.43%
+$185,771.1 
GE General Electric Company
+1.42%
+$41,623.23 
DBX Dropbox Inc.
+1.4%
+$6,021.45 
SLB Schlumberger Limited
+1.39%
+$3,135.48 
KLAC KLA Corporation
+1.38%
+$2,490.01 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$30,734.07 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$31,142.94 
EAGL Eagle Capital Select Equity ETF
+1.34%
+$97,977.6 
ESP Espey Mfg. & Electronics Corp.
+1.32%
+$3,819.97 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$4,662.87 
CAH Cardinal Health Inc.
+1.3%
+$5,325.03 
FTV Fortive Corporation
+1.25%
+$20,227.57 
COP ConocoPhillips
+1.22%
+$4,142.65 
WFC Wells Fargo & Company
+1.19%
+$55,493.1 
HONA Honeywell Aerospace Inc.
+1.18%
+$11,211.86 
AMAT Applied Materials, Inc.
+1.18%
+$53,306.68 
MSI Motorola Solutions, Inc.
+1.14%
+$16,342.92 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$5,451.48 
VUG Vanguard Growth ETF
+1.1%
+$116,820.09 
VEEV Veeva Systems Inc.
+1.1%
+$4,220.22 
ESAB Esab Corporation
+1.1%
+$3,796.66 
NOW ServiceNow, Inc.
+1.05%
+$132,342.08 
ADBE Adobe Inc.
+1.01%
+$8,767.46 
XLE Energy Select Sector SPDR Fund
+1%
+$2,817.84 
TDY Teledyne Technologies Incorporated
+0.98%
+$6,166.37 
ADP Automatic Data Processing Inc.
+0.98%
+$6,521.59 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$39,211.2 
TTE TotalEnergies SE
+0.95%
+$8,595.49 
OEF iShares S&P 100 ETF
+0.95%
+$12,684.32 
UNP Union Pacific Corporation
+0.92%
+$43,935.01 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$3,735.57 
DUOL Duolingo, Inc.
+0.91%
+$13,745.49 
WMB The Williams Companies, Inc.
+0.89%
+$3,875.13 
SCHW Charles Schwab Corporation
+0.87%
+$9,062.69 
MGC Vanguard Mega Cap ETF
+0.87%
+$3,374.78 
IBM International Business Machines Corporation
+0.86%
+$3,042.6 
GEV GE Vernova Inc.
+0.85%
+$11,567.52 
CP Canadian Pacific Kansas City Limited
+0.83%
+$8,316.89 
MCD McDonald's Corporation
+0.82%
+$19,074.09 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$2,283.75 
EMR Emerson Electric Co.
+0.79%
+$5,639.27 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,555.99 
TSLA Tesla, Inc.
+0.76%
+$40,740.33 
MPC Marathon Petroleum Corporation
+0.76%
+$4,713.11 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$88,599.5 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$39,599.63 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$205,046.43 
VOO Vanguard S&P 500 ETF
+0.71%
+$142,826.86 
BFLX iShares Flexible Equity Active ETF
+0.71%
+$1,643.58 
OTF Blue Owl Technology Finance Corp.
+0.71%
+$1,501.78 
AME Ametek Inc.
+0.71%
+$5,615.15 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$11,612.6 
CAT Caterpillar Inc.
+0.7%
+$23,938.7 
ROP Roper Technologies Inc.
+0.7%
+$5,986.72 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,638.8 
IVV iShares Core S&P 500 ETF
+0.69%
+$414,781.44 
CARR Carrier Global Corporation
+0.68%
+$3,769.92 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$1,887.32 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$1,377.06 
QTUM Defiance Quantum ETF
+0.67%
+$1,341.38 
PLTR Palantir Technologies Inc.
+0.65%
+$11,707.97 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$228,633.36 
IWB iShares Russell 1000 ETF
+0.64%
+$64,105.51 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$2,845.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,758.44 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$17,145.95 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$5,628.15 
AVUS Avantis U.S. Equity ETF
+0.57%
+$1,416.24 
APH Amphenol Corporation
+0.55%
+$2,210.53 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$1,458.81 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$3,634.95 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$2,607.68 
AOS A. O. Smith Corporation
+0.54%
+$1,111.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$57,606.36 
STX Seagate Technology Holdings plc
+0.52%
+$3,991.66 
GM General Motors Company
+0.52%
+$2,985.86 
PSX Phillips 66
+0.51%
+$20,304.7 
Q Qnity Electronics Inc.
+0.51%
+$987.35 
ACWI iShares MSCI ACWI ETF
+0.49%
+$6,350.88 
HCAT Health Catalyst Inc.
+0.48%
+$124.77 
SE Sea Ltd.
+0.47%
+$1,844.5 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$5,213 
NSC Norfolk Southern Corporation
+0.46%
+$5,065.47 
KKR KKR & Co. Inc.
+0.45%
+$14,404.95 
SNY Sanofi American Depositary Receipt
+0.44%
+$3,371.21 
IWD iShares Russell 1000 Value ETF
+0.44%
+$2,933.73 
PAYX Paychex Inc.
+0.44%
+$3,004.92 
EBAY eBay Inc.
+0.43%
+$882 
CSX CSX Corporation
+0.42%
+$3,707.55 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$2,013.11 
CASY Casey's General Stores Inc.
+0.4%
+$1,823.5 
PFE Pfizer Inc.
+0.4%
+$1,394.2 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$2,769.64 
RTX RTX Corporation
+0.39%
+$15,873.48 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.39%
+$2,779.3 
VLO Valero Energy Corporation
+0.38%
+$1,118.6 
AVGO Broadcom Inc.
+0.37%
+$117,911.52 
PG Procter & Gamble Co
+0.37%
+$8,513.92 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$29,778.6 
TDG TransDigm Group Inc.
+0.36%
+$2,136.65 
BAC Bank of America Corporation
+0.36%
+$25,432.66 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$5,348.88 
TIGO Millicom International Cellular S.A.
+0.33%
+$1,742.2 
RF Regions Financial Corporation
+0.32%
+$1,525.8 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+0.32%
+$1,334.74 
GD General Dynamics Corporation
+0.32%
+$2,177.7 
MRK Merck & Co., Inc.
+0.32%
+$16,026.88 
MLPX Global X MLP & Energy Infrastructure ETF
+0.31%
+$3,669.91 
SMH VanEck Semiconductor ETF
+0.3%
+$14,226.73 
DOV Dover Corporation
+0.27%
+$1,999.21 
JPM JPMorgan Chase & Co.
+0.27%
+$36,888.42 
VT Vanguard Total World Stock ETF
+0.26%
+$8,993.35 
AMP Ameriprise Financial, Inc.
+0.25%
+$2,043.79 
ALLE Allegion plc
+0.22%
+$808.5 
CME CME Group Inc.
+0.21%
+$735.31 
SO The Southern Company
+0.21%
+$2,310.4 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$5,195.6 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$17,709.89 
JNJ Johnson & Johnson
+0.21%
+$9,949.69 
ADI Analog Devices, Inc.
+0.2%
+$13,631.36 
FLR Fluor Corporation
+0.2%
+$644.5 
CMI Cummins Inc.
+0.19%
+$1,220.03 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$4,592.91 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$3,221 
BDYN iShares Dynamic Equity Active ETF
+0.18%
+$1,253.95 
INTU Intuit Inc.
+0.18%
+$4,412.42 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$3,167.52 
NAN Nuveen New York Quality Municipal Income Fund
+0.18%
+$991.04 
USB U.S. Bancorp
+0.17%
+$4,107.67 
T AT&T Inc.
+0.17%
+$523.68 
MS Morgan Stanley
+0.17%
+$11,017.86 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,867.24 
CB Chubb Limited
+0.15%
+$10,563.43 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$1,757.22 
DELL Dell Technologies Inc.
+0.14%
+$1,090.88 
EA Electronic Arts Inc.
+0.13%
+$327.51 
XYL Xylem Inc.
+0.13%
+$449.1 
ALGM Allegro MicroSystems, Inc.
+0.12%
+$154.25 
MMM 3M Company
+0.12%
+$357.41 
BDX Becton, Dickinson and Company
+0.1%
+$333.2 
ISRG Intuitive Surgical, Inc.
+0.1%
+$5,827.52 
C Citigroup Inc.
+0.1%
+$1,073.07 
NUE Nucor Corporation
+0.1%
+$745 
WM Waste Management, Inc.
+0.1%
+$668.8 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$1,624.23 
WMT Walmart Inc.
+0.09%
+$5,016.7 
ABT Abbott Laboratories
+0.09%
+$2,276.64 
TECH Bio-Techne Corporation
+0.08%
+$667.77 
IBMO iShares iBonds Dec 2026 Term ETF
+0.08%
+$927.96 
AEP American Electric Power Company, Inc.
+0.06%
+$245.21 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$220.06 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.04%
+$465.22 
HDV iShares Core High Dividend ETF
+0.04%
+$95.35 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$383.72 
DIS The Walt Disney Company
+0.03%
+$686.07 
SHV iShares Short Treasury Bond ETF
+0.03%
+$59.97 
CLOA iShares AAA CLO ETF
+0.02%
+$41.78 
IYT iShares U.S. Transportation ETF
+0.01%
+$55.9 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$237.99 
ILMN Illumina, Inc.
+0.01%
+$46.75 
CNHI CNH Industrial N.V.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 HIMU
HIMU
0%
$0 
EAD Allspring Income Opportunities Fund
0%
$0 G200
G2004J103
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$399,036.79 
CTVA Corteva Inc.
-11.9%
-$617,252.21 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$179,573.65 
AAPL Apple Inc.
-7.35%
-$5.99M 
MOG-A Moog Inc.
-7.01%
-$60,769.8 
SYK Stryker Corporation
-6.42%
-$47,405.48 
LIN Linde plc
-5.95%
-$293,007.68 
MU Micron Technology, Inc.
-5.9%
-$464,308.06 
SNDK SanDisk Corporation
-5.09%
-$11,918.79 
U Unity Software Inc.
-4.89%
-$15,626.81 
SPOT Spotify Technology S.A.
-4.34%
-$79,730.35 
SHOP Shopify Inc.
-4.29%
-$146,653.5 
GFI Gold Fields Ltd. Sponsored ADR
-3.31%
-$13,499.82 
SW Smurfit WestRock PLC
-3.26%
-$37,227.9 
RELX Relx PLC Sponsored ADR
-3.25%
-$53,408.39 
CI The Cigna Group
-2.99%
-$8,610.01 
NWPX NWPX Infrastructure, Inc.
-2.99%
-$34,689.85 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$17,970.15 
VERA Vera Therapeutics Inc.
-2.87%
-$12,685.36 
MLM Martin Marietta Materials, Inc.
-2.75%
-$14,012.97 
AJG Arthur J. Gallagher & Co.
-2.75%
-$13,784.3 
QCOM QUALCOMM Incorporated
-2.63%
-$61,158.87 
SSYS Stratasys Ltd.
-2.62%
-$4,422.6 
CRCL Circle Internet Group, Inc.
-2.54%
-$13,687.11 
ABBV AbbVie Inc.
-2.51%
-$240,049.94 
RAL Ralliant Corporation
-2.43%
-$10,643.9 
ICE Intercontinental Exchange, Inc.
-2.42%
-$135,519.03 
DCGO DocGo Inc.
-2.4%
-$240 
SNN Smith & Nephew plc ADR
-2.38%
-$22,838.2 
YUM Yum! Brands, Inc.
-2.37%
-$5,040.6 
XLB Materials Select Sector SPDR Fund
-2.34%
-$12,807.85 
PUK Prudential plc ADR
-2.32%
-$23,531.76 
BYD Boyd Gaming Corporation
-2.29%
-$7,474.46 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$10,929.96 
DDD 3D Systems Corporation
-2.22%
-$2,757.72 
BA Boeing Company
-2.15%
-$44,820.07 
CCJ Cameco Corporation
-2.1%
-$7,964.25 
NFLX Netflix, Inc.
-2%
-$102,674.5 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$9,611.83 
AWK American Water Works Company, Inc.
-1.93%
-$8,960.16 
AMD Advanced Micro Devices, Inc.
-1.9%
-$146,038.52 
IBB iShares Biotechnology ETF
-1.87%
-$10,717.48 
UAL United Airlines Holdings, Inc.
-1.8%
-$23,198.69 
APD Air Products and Chemicals, Inc.
-1.77%
-$8,857.08 
PHM PulteGroup Inc.
-1.76%
-$4,708 
DHI D.R. Horton, Inc.
-1.7%
-$28,024.64 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$12,614.16 
UNH UnitedHealth Group Incorporated
-1.68%
-$112,038.45 
LEN Lennar Corporation
-1.67%
-$7,662.2 
ADM Archer-Daniels-Midland Co
-1.66%
-$15,345.68 
AON Aon plc
-1.64%
-$5,111 
SQ Block, Inc.
-1.64%
-$11,859.75 
SNOW Snowflake Inc.
-1.62%
-$131,711.59 
LRCX Lam Research Corporation
-1.58%
-$162,794.28 
BAR GraniteShares Gold Trust
-1.51%
-$32,874.73 
GLD SPDR Gold Shares
-1.49%
-$255,068.87 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$68,276.25 
IAU iShares Gold Trust
-1.46%
-$10,849.13 
NVS Novartis AG Sponsored ADR
-1.45%
-$14,539.27 
NKE Nike, Inc. - Class B
-1.37%
-$3,840.18 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$50,198.15 
MNST Monster Beverage Corporation
-1.3%
-$14,060.17 
AER AerCap Holdings N.V.
-1.29%
-$4,432.52 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$897.6 
STM STMicroelectronics N.V.
-1.26%
-$12,670.39 
SCCO Southern Copper Corporation
-1.24%
-$12,411.75 
HSY The Hershey Company
-1.23%
-$4,809.07 
MDLZ Mondelez International, Inc.
-1.22%
-$22,164.51 
UBS UBS Group AG
-1.22%
-$15,481.7 
TJX The TJX Companies, Inc.
-1.21%
-$130,280.92 
SHW The Sherwin-Williams Company
-1.16%
-$5,813.42 
NEE NextEra Energy, Inc.
-1.15%
-$32,084.67 
AES AES Corporation
-1.15%
-$2,695.35 
DE Deere & Company
-1.13%
-$12,056.38 
VTRS Viatris Inc.
-1.13%
-$4,012.2 
DEO Diageo plc Sponsored ADR
-1.12%
-$17,086 
IR Ingersoll Rand Inc.
-1.11%
-$5,755.62 
NU Nu Holdings Ltd.
-1.1%
-$36,244.16 
TXN Texas Instruments Inc
-1.08%
-$83,609.25 
LOW Lowe's Companies Inc.
-1.08%
-$26,860.93 
MCK McKesson Corporation
-1.08%
-$59,899.7 
GNR SPDR S&P Global Natural Resources ETF
-1.07%
-$7,950.54 
CTAS Cintas Corporation
-1.04%
-$52,699.44 
BBJP JPMorgan BetaBuilders Japan Fund
-1.02%
-$3,080 
INTC Intel Corporation
-1.02%
-$17,502.6 
NDAQ Nasdaq, Inc.
-1.02%
-$3,794.64 
KO The Coca-Cola Company
-1.02%
-$36,178.2 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$3,527.58 
UPS United Parcel Service, Inc.
-1%
-$30,644.25 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$30,843.1 
PPL PPL Corporation
-0.98%
-$3,659.25 
XOM Exxon Mobil Corporation
-0.97%
-$61,258.14 
EWJ iShares MSCI Japan ETF
-0.96%
-$2,609.1 
ALC Alcon Inc.
-0.96%
-$2,543.99 
MCHP Microchip Technology Incorporated
-0.96%
-$8,953.22 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$3,624.8 
TEM Tempus AI, Inc.
-0.95%
-$1.01M 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$4,044.87 
DB Deutsche Bank AG
-0.89%
-$12,188.18 
PGR Progressive Corporation
-0.87%
-$22,530.18 
ATO Atmos Energy Corporation
-0.85%
-$3,938.25 
GILD Gilead Sciences Inc.
-0.81%
-$3,568.42 
PCAR PACCAR Inc.
-0.81%
-$3,491.64 
MCO Moody's Corporation
-0.81%
-$2,657.81 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$2,188.54 
ULTA Ulta Beauty Inc.
-0.76%
-$11,699.88 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$6,463 
CVS CVS Health Corporation
-0.75%
-$7,441.01 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$3,051.65 
SPGI S&P Global Inc.
-0.74%
-$13,695.31 
MA Mastercard Incorporated
-0.74%
-$57,706.55 
BLK BlackRock, Inc.
-0.73%
-$26,182.35 
BCS Barclays PLC Sponsored ADR
-0.72%
-$22,919.8 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$4,056.48 
RPM RPM International Inc.
-0.7%
-$2,221.48 
DASH DoorDash, Inc.
-0.69%
-$71,967.47 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$3,313.9 
DUK Duke Energy Corporation
-0.67%
-$1,800.96 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$17,538.95 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$49,023.87 
AMGN Amgen Inc.
-0.64%
-$15,061.1 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$8,290.8 
GS The Goldman Sachs Group, Inc.
-0.63%
-$25,952.36 
EFA iShares MSCI EAFE ETF
-0.62%
-$16,942.2 
PM Philip Morris International Inc.
-0.61%
-$4,953.6 
ECL Ecolab Inc.
-0.61%
-$6,120.09 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$21,393.28 
DHR Danaher Corporation
-0.61%
-$20,003.9 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$10,931.9 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$1,252.81 
SCHF Schwab International Equity ETF
-0.58%
-$15,746.24 
SBUX Starbucks Corporation
-0.57%
-$5,477.4 
AVIV Avantis International Large Cap Value ETF
-0.57%
-$9,388.6 
GXO GXO Logistics Inc.
-0.56%
-$1,254.4 
VNQ Vanguard Real Estate ETF
-0.54%
-$11,516.04 
COF Capital One Financial Corporation
-0.54%
-$39,746.81 
LLY Eli Lilly and Company
-0.53%
-$112,350.64 
PHG Koninklijke Philips N.V.
-0.53%
-$7,891.1 
NGG National Grid plc Sponsored ADR
-0.52%
-$4,929.12 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$4,980.37 
RGA Reinsurance Group of America, Inc.
-0.51%
-$3,484.77 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$12,033.46 
STLD Steel Dynamics Inc.
-0.49%
-$3,393.91 
ALL Allstate Corporation
-0.49%
-$4,144.44 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$2,620.56 
IWM iShares Russell 2000 ETF
-0.47%
-$20,938.81 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$14,714.4 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$2,209.37 
TSLX Sixth Street Specialty Lending Inc.
-0.46%
-$1,529.28 
AVDE Avantis International Equity ETF
-0.46%
-$2,986.2 
PEP PepsiCo, Inc.
-0.46%
-$20,411.52 
DVY iShares Select Dividend ETF
-0.45%
-$2,138.34 
VGK Vanguard FTSE Europe ETF
-0.44%
-$1,172.4 
TRV The Travelers Companies, Inc.
-0.43%
-$4,399.37 
TEL TE Connectivity plc
-0.43%
-$7,799.07 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$32,814.35 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$2,494.5 
HD The Home Depot, Inc.
-0.42%
-$22,540.56 
MELI MercadoLibre, Inc.
-0.41%
-$3,975.6 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$1,117.19 
GL Globe Life Inc.
-0.4%
-$1,003.02 
AIG American International Group Inc.
-0.39%
-$1,467.85 
VGT Vanguard Information Technology ETF
-0.38%
-$8,748.78 
AXP American Express Company
-0.38%
-$11,144.16 
MDT Medtronic plc
-0.37%
-$11,097.28 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$36,813.88 
RSG Republic Services, Inc.
-0.37%
-$1,317.42 
ABNB Airbnb, Inc.
-0.37%
-$12,406.28 
TMUS T-Mobile US, Inc.
-0.36%
-$7,281.42 
OSK Oshkosh Corporation
-0.36%
-$1,040.91 
CART Maplebear Inc.
-0.34%
-$4,439.85 
ADSK Autodesk, Inc.
-0.33%
-$7,407.4 
TFC Truist Financial Corporation
-0.33%
-$1,012 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$1,192.42 
CEG Constellation Energy Corporation
-0.31%
-$822.15 
VXF Vanguard Extended Market ETF
-0.3%
-$876.14 
SMMD iShares Russell 2500 ETF
-0.29%
-$1,397 
RY Royal Bank of Canada
-0.29%
-$2,020.35 
VST Vistra Corp
-0.29%
-$2,355.11 
MTB M&T Bank Corporation
-0.29%
-$1,010.34 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$2,719.94 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.28%
-$709.8 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$27,191.75 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$4,663.36 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$5,162.18 
VTV Vanguard Value ETF
-0.27%
-$11,193.88 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$627.12 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$4,939.24 
BX Blackstone Inc.
-0.25%
-$2,349.49 
COST Costco Wholesale Corporation
-0.24%
-$25,141.23 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$5,608.2 
BNDX Vanguard Total International Bond ETF
-0.23%
-$1,064.25 
VB Vanguard Small-Cap ETF
-0.22%
-$5,260.7 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$4,658.7 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$2,969 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$1,364.9 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$4,007.5 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$7,785.24 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$1,929 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$834 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$2,656.2 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$1,996.2 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$473.39 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,853.25 
BKNG Booking Holdings Inc.
-0.18%
-$10,913.96 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$1,579.68 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.17%
-$368.32 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$5,457.58 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$527.4 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.16%
-$969.08 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$675.29 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$1,832.64 
ELV Elevance Health, Inc.
-0.15%
-$356.71 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$3,273.28 
IGEB iShares Investment Grade Corporate Bond ETF
-0.14%
-$629.46 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$495.89 
MUB iShares National Muni Bond ETF
-0.11%
-$2,401.56 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$8,259.04 
XLF Financial Select Sector SPDR Fund
-0.1%
-$2,645.16 
TIP iShares TIPS Bond ETF
-0.1%
-$385.99 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,246.25 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
-0.1%
-$1,169.72 
JPIE JPMorgan Income ETF
-0.09%
-$357.48 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.08%
-$787.24 
BINC iShares Flexible Income Active ETF
-0.08%
-$216.11 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$627.42 
OPPE WisdomTree European Opportunities Fund
-0.08%
-$2,068.76 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$126.37 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$1,995.12 
NPK National Presto Industries Inc.
-0.07%
-$242.64 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,774.4 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.06%
-$701.62 
CMF iShares California Muni Bond ETF
-0.05%
-$439.5 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,876.76 
HOOD Robinhood Markets, Inc.
-0.05%
-$2,228.44 
V Visa Inc. Class A
-0.04%
-$7,371.73 
XEL Xcel Energy Inc.
-0.04%
-$168.78 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$443.54 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.04%
-$414.57 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$330.79 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$811.92 
CALI China Auto Logistics Inc.
-0.02%
-$59.23 
TGT Target Corporation
-0.01%
-$64 
UBER Uber Technologies, Inc.
-0.01%
-$596.26 Events
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Dividends
Dividend Analysis
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| Trades 4340 | Longs Won 2676/4340 61% | Profit Factor 2.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.43M |
| Average Win $227,636.69 | Best Trade (Aug 24) $32.94M | Sharpe Ratio -4.41 |
| Average Loss -$153,805.61 | Worst Trade (Jun 30) -$49.81M | Z-Score 5.67 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 3d | Expectancy $81,387.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 244,096 | $62.02M | $75.4M | - | $13.38M | 21.58% | -7.354% |
| ABBV AbbVie Inc. | 37,102 | $8.3M | $9.31M | - | $1.01M | 12.18% | -2.513% |
| ABNB Airbnb, Inc. | 22,154 | $2.89M | $3.36M | - | $470,132.93 | 16.29% | -0.368% |
| ABT Abbott Laboratories | 25,296 | $3.39M | $2.67M | - | -$714,359.26 | -21.08% | +0.085% |
| ACN Accenture plc Class A | 2,174 | $536,088.37 | $360,710.08 | - | -$175,378.29 | -32.71% | +1.611% |
| ACWI iShares MSCI ACWI ETF | 8,248 | $1.14M | $1.29M | - | $150,030.79 | 13.16% | +0.495% |
| ADBE Adobe Inc. | 3,493 | $1.23M | $874,682.13 | - | -$357,473.62 | -29.01% | +1.013% |
| ADI Analog Devices, Inc. | 18,421 | $4.49M | $6.77M | - | $2.28M | 50.86% | +0.202% |
| ADM Archer-Daniels-Midland Co | 11,452 | $680,144.06 | $907,800.04 | - | $227,655.98 | 33.47% | -1.662% |
| ADP Automatic Data Processing Inc. | 2,518 | $739,033 | $670,946.25 | - | -$68,086.75 | -9.21% | +0.982% |
| ADSK Autodesk, Inc. | 9,620 | $3.06M | $2.25M | - | -$802,981.37 | -26.28% | -0.328% |
| AEP American Electric Power Company, Inc. | 3,503 | $394,087.63 | $447,858.55 | - | $53,770.92 | 13.64% | +0.055% |
| AER AerCap Holdings N.V. | 2,250 | $274,281.96 | $339,524.98 | - | $65,243.02 | 23.79% | -1.289% |
| AES AES Corporation | 15,855 | $208,895.15 | $232,751.4 | - | $23,856.25 | 11.42% | -1.145% |
| AIG American International Group Inc. | 4,735 | $371,886.84 | $372,076.3 | - | $189.46 | 0.05% | -0.393% |
| AJG Arthur J. Gallagher & Co. | 1,958 | $606,529.43 | $488,364.36 | - | -$118,165.07 | -19.48% | -2.745% |
| ALC Alcon Inc. | 3,797 | $283,430.62 | $261,765.18 | - | -$21,665.44 | -7.64% | -0.963% |
| ALGM Allegro MicroSystems, Inc. | 3,085 | $214,778 | $128,027.5 | - | -$86,750.5 | -40.39% | +0.121% |
| ALL Allstate Corporation | 3,188 | $684,304.18 | $841,887 | - | $157,582.82 | 23.03% | -0.49% |
| ALLE Allegion plc | 2,378 | $328,186.57 | $374,297.18 | - | $46,110.61 | 14.05% | +0.216% |
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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 - $55.67M, Alphabet Inc - $53.34M, Porch Group Inc - $30.29M, NVIDIA Corporation - $21.61M, 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 - $55.39M, Atlassian Corporation Class A - $31.8M, Salesforce Inc - $27.74M, 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 $33.87M earned over time. The largest contributors to dividend income include TCW Fund Inc. Compounders ETF - $1.38M, Salesforce Inc - $933,979.14, Microsoft Corp - $888,662.73, iShares 0-5 Year High Yield Corporate Bond ETF - $653,313.73, and Public Storage Common Stock - $647,511. 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.
