EBP

Eric B. Parsons Portfolio

Invests via St. Louis Financial Planners Asset Management LLC | Managed by Timothy D. Hunt, Casey D. Hunt, Matthew Joseph Jarrell
Invests via St. Louis Financial Planners Asset Management LLC
Managed by Timothy D. Hunt, Casey D. Hunt, Matthew Joseph Jarrell
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Eric B. Parsons Profile

With a robust foundation in business development and operational leadership, Eric B. Parsons excels as an investor-operator driving innovation across diverse sectors. He has successfully navigated the complexities of entrepreneurship while scaling ventures through strategic partnerships and market positioning. His experience spans both startup environments and established corporations, giving him unique insights into capital markets dynamics. Notably involved in guiding transformative initiatives within tech-driven enterprises, he leverages his expansive network to identify growth opportunities that align with emerging industry trends.

With a robust foundation in business development and operational leadership, Eric B. Parsons excels as an investor-operator driving innovation across diverse sectors. He has successfully navigated the complexities of entrepreneurship while scaling ventures through strategic partnerships and market positioning. His experience spans both startup environments and established corporations, giving him unique insights into capital markets dynamics. Notably involved in guiding transformative initiatives within tech-driven enterprises, he leverages his expansive network to identify growth opportunities that align with emerging industry trends.

Investment Philosophy & Strategy

Harnessing a profound understanding of market dynamics, Eric B. Parsons approaches investments with an entrepreneurial mindset that prioritizes innovation and strategic execution. His wealth of experience across varied sectors enables him to spot promising opportunities ripe for transformation, particularly in technology-driven landscapes. By focusing on scalable solutions and effective partnerships, he enhances operational efficiency while driving sustained growth. The emphasis on fostering collaborative relationships not only fuels his investment choices but also reinforces the potential of ventures he backs to capture significant market share.

Harnessing a profound understanding of market dynamics, Eric B. Parsons approaches investments with an entrepreneurial mindset that prioritizes innovation and strategic execution. His wealth of experience across varied sectors enables him to spot promising opportunities ripe for transformation, particularly in technology-driven landscapes. By focusing on scalable solutions and effective partnerships, he enhances operational efficiency while driving sustained growth. The emphasis on fostering collaborative relationships not only fuels his investment choices but also reinforces the potential of ventures he backs to capture significant market share.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
38.93%
Gain +1.63%
Monthly
0.85%
Yearly
10.74%
Drawdown
9.59%
$204.14M
Equity
Holdings
$204.14M
Investment
$169.4M
$58.28M
Profit +$3.39M
Realized
$23.54M
Unrealized
$34.74M
Dividends
$12.97M

Goals

Avg. 0% completed goals
Yearly
Gain > 5%
2026
0%
Yearly
Gain < 20%
2026
0%
Today
Compared To Yesterday
Gain
1.63%
Profit
$3.39M
Win %
74%
This Week
Compared To Last Week
Gain
1.71%
Profit
$3.43M
Win %
74%
This Month
Compared to last month
Gain
1.84%
Profit
$3.69M
Win %
74%
This Year
Compared to last year
Gain
-21.94%
Profit
-$25.25M
Win %
77%
Western Digital Corporation logo
WDC Western Digital Corporation
+12.85%
+$1.35M
Micron Technology, Inc. logo
MU Micron Technology, Inc.
+7.83%
+$1.39M
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
+7.55%
+$519,950.6
Newmont Corporation logo
NEM Newmont Corporation
+6%
+$198,269.9
Oracle Corporation logo
ORCL Oracle Corporation
+5.42%
+$174,699.9
Sprott Physical Silver Trust logo
PSLV Sprott Physical Silver Trust
+4.96%
+$10,710.7
Amazon.com Inc logo
AMZN Amazon.com Inc
+3.33%
+$107,178.05
iShares MSCI South Africa ETF logo
EZA iShares MSCI South Africa ETF
+2.6%
+$45,220.86
Alphabet Inc logo
GOOGL Alphabet Inc
+2.32%
+$100,679.6
Apple Inc. logo
AAPL Apple Inc.
+1.67%
+$58,147.8
Salesforce Inc logo
CRM Salesforce Inc
+1.24%
+$28,242.85
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+1.23%
+$48,424.36
Warner Bros. Discovery, Inc. logo
WBD Warner Bros. Discovery, Inc.
+1.05%
+$43,366.49
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+0.49%
+$18,837.01
Netflix, Inc. logo
NFLX Netflix, Inc.
+0.44%
+$10,979.44
Bank of America Corporation logo
BAC Bank of America Corporation
+0.42%
+$11,978.42
iShares MSCI Canada ETF logo
EWC iShares MSCI Canada ETF
+0.32%
+$2,099.12
Wells Fargo & Company logo
WFC Wells Fargo & Company
+0.28%
+$7,430.47
Procter & Gamble Co logo
PG Procter & Gamble Co
+0.22%
+$8,529.84
Invesco BulletShares 2026 Corporate Bond ETF logo
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$6,997.45
SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$2,806.74
iShares Treasury Floating Rate Bond ETF logo
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
-4.7%
-$177,147.63
Chevron Corporation logo
CVX Chevron Corporation
-3.7%
-$146,531
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
-3.09%
-$130,385.32
The Coca-Cola Company logo
KO The Coca-Cola Company
-1.93%
-$83,967.18
CVS Health Corporation logo
CVS CVS Health Corporation
-1.85%
-$21,852.18
International Business Machines Corporation logo
IBM International Business Machines Corporation
-1.78%
-$51,341.52
Johnson & Johnson logo
JNJ Johnson & Johnson
-1.5%
-$99,284.4
iShares U.S. Pharmaceuticals ETF logo
IHE iShares U.S. Pharmaceuticals ETF
-0.79%
-$10,353
Walmart Inc. logo
WMT Walmart Inc.
-0.78%
-$21,095.5
Monster Beverage Corporation logo
MNST Monster Beverage Corporation
-0.31%
-$3,236.11
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-0.14%
-$5,576.6
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Dividends

Dividend Analysis

Yearly
$
Trades
439
Longs Won
249/439 56%
Profit Factor
10.56
Profitability
Shorts Won
0/0 0%
Standard Deviation
$788,018.65
Average Win
$258,544.61
Best Trade
(Jun 15) $12.83M
Sharpe Ratio
-15.57
Average Loss
-$32,080.76
Worst Trade
(Jun 14) -$1.08M
Z-Score
-6.04 (100%)
Commissions
$0
Avg. Trade Length
8m 2w 3d
Expectancy
$132,761.42
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 6,369 5,732 5,096 4,459 3,822 3,185 2,548 1,911 1,274 637
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
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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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Account USV