Jason Whitby Portfolio
Invests via Stone Summit Wealth LLC | Managed by Jason Whitby, Jeremiah Otto Spitzberg
Invests via Stone Summit Wealth LLC
Managed by Jason Whitby, Jeremiah Otto Spitzberg
Automatically Tracked
Jason Whitby Profile
Jason Whitby is an accomplished entrepreneur with a strong focus on technological innovation and market disruption. With years of experience leading startups, he has played a pivotal role in launching transformative solutions that bridge gaps within the tech sector. His strategic mindset and adaptability have helped him navigate various challenges associated with building scalable enterprises, driving growth through both creative problem-solving and operational excellence. A deep understanding of emerging trends allows him to anticipate market shifts effectively, ensuring relevance in highly competitive environments. As a thought leader in entrepreneurial circles, his insights are valued by peers aiming to harness technology for sustainable business success.
Jason Whitby is an accomplished entrepreneur with a strong focus on technological innovation and market disruption. With years of experience leading startups, he has played a pivotal role in launching transformative solutions that bridge gaps within the tech sector. His strategic mindset and adaptability have helped him navigate various challenges associated with building scalable enterprises, driving growth through both creative problem-solving and operational excellence. A deep understanding of emerging trends allows him to anticipate market shifts effectively, ensuring relevance in highly competitive environments. As a thought leader in entrepreneurial circles, his insights are valued by peers aiming to harness technology for sustainable business success.
Investment Philosophy & Strategy
Innovation serves as the cornerstone of Jason Whitby's investment approach, emphasizing transformative solutions that leverage technology to create market disruption. His extensive entrepreneurial background empowers him to identify and nurture startups capable of addressing unmet needs within their respective sectors. By fostering a culture of creativity and operational efficiency, he positions these ventures for accelerated growth while maximizing potential returns. The keen insight into emerging trends facilitates an anticipatory strategy that aligns with evolving market demands, ensuring sustainability amidst competitive challenges.
Innovation serves as the cornerstone of Jason Whitby's investment approach, emphasizing transformative solutions that leverage technology to create market disruption. His extensive entrepreneurial background empowers him to identify and nurture startups capable of addressing unmet needs within their respective sectors. By fostering a culture of creativity and operational efficiency, he positions these ventures for accelerated growth while maximizing potential returns. The keen insight into emerging trends facilitates an anticipatory strategy that aligns with evolving market demands, ensuring sustainability amidst competitive challenges.
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:
97.78%
Gain -0.72%
Monthly
1.05%
Yearly
13.35%
Drawdown
24.06%
$399.45M
Equity
Holdings
$399.45M
Investment
$286.7M
$109.39M
Profit -$2.07M
Realized
-$3.36M
Unrealized
$112.75M
Dividends
$24.98M
Goals
Avg. 82.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.72%
Profit
-$2.07M
Win %
84%
This Week
Compared To Last Week
Gain
-1.01%
Profit
-$4.07M
Win %
84%
This Month
Compared to last month
Gain
-0.78%
Profit
-$3.14M
Win %
84%
This Year
Compared to last year
Gain
3.27%
Profit
$12.64M
Win %
83%
AMZN Amazon.com Inc
+15.32%
+$68,010.78 
ETN Eaton Corporation plc
+7.32%
+$25,054.35 
GOOG Alphabet Inc
+6.88%
+$825,564.77 
GOOGL Alphabet Inc
+6.73%
+$90,284.46 
APO Apollo Global Management, Inc.
+4.44%
+$18,690 
ARES Ares Management Corporation
+3.2%
+$12,306.99 
MSFT Microsoft Corp.
+3.02%
+$842,832.22 
NVDA NVIDIA Corporation
+2.93%
+$12,733.32 
CSCO Cisco Systems, Inc.
+2.14%
+$9,720 
ORCL Oracle Corporation
+1.81%
+$7,066.29 
HWM Howmet Aerospace Inc.
+1.8%
+$4,855.51 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$102,187.3 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$7,100.16 
GE General Electric Company
+1.42%
+$2,841.95 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$9,115.89 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$29,234.13 
AMAT Applied Materials, Inc.
+1.18%
+$7,080.02 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$8,238.02 
VUG Vanguard Growth ETF
+1.1%
+$79,756.8 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$29,052.8 
SCHW Charles Schwab Corporation
+0.87%
+$9,919 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$2,300.19 
IBM International Business Machines Corporation
+0.86%
+$2,857.33 
MCD McDonald's Corporation
+0.82%
+$2,640.01 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$2,827.5 
TSLA Tesla, Inc.
+0.76%
+$6,711.78 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$5,037.4 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$38,806.11 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$22,374.72 
VOO Vanguard S&P 500 ETF
+0.71%
+$6,376.37 
CAT Caterpillar Inc.
+0.7%
+$32,358.63 
BMY Bristol-Myers Squibb Company
+0.69%
+$11,163.6 
IVV iShares Core S&P 500 ETF
+0.69%
+$55,951.36 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$17,950.47 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$95,692.69 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$5,967.36 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$12,297.94 
IWB iShares Russell 1000 ETF
+0.64%
+$2,033.05 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$3,716.03 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,758.44 
APH Amphenol Corporation
+0.55%
+$28,842.55 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$18,755.92 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,205.46 
PG Procter & Gamble Co
+0.37%
+$1,712.96 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,549.38 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$5,922.08 
BAC Bank of America Corporation
+0.36%
+$2,816 
MRK Merck & Co., Inc.
+0.32%
+$7,144.83 
JPM JPMorgan Chase & Co.
+0.27%
+$25,543.56 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$5,311.8 
JNJ Johnson & Johnson
+0.21%
+$2,173 
CMI Cummins Inc.
+0.19%
+$9,698.02 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$753.3 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.17%
+$734.6 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$6,125.26 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$276.68 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$2,807.1 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$254.85 
WMT Walmart Inc.
+0.09%
+$1,153.02 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,755.08 
DIS The Walt Disney Company
+0.03%
+$194.55 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$186.5 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$239.05 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$440,330.16 
SYK Stryker Corporation
-6.42%
-$224,449.97 
LIN Linde plc
-5.95%
-$250,159.5 
QCOM QUALCOMM Incorporated
-2.63%
-$84,823.62 
BA Boeing Company
-2.15%
-$8,805.98 
AMD Advanced Micro Devices, Inc.
-1.9%
-$7,844.78 
IAU iShares Gold Trust
-1.46%
-$5,604.8 
NEE NextEra Energy, Inc.
-1.15%
-$29,285.96 
RCL Royal Caribbean Group
-1.13%
-$6,279.02 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$4,134.02 
LOW Lowe's Companies Inc.
-1.08%
-$24,983.64 
INTC Intel Corporation
-1.02%
-$2,436.6 
KO The Coca-Cola Company
-1.02%
-$9,240.3 
XOM Exxon Mobil Corporation
-0.97%
-$8,165.61 
GILD Gilead Sciences Inc.
-0.81%
-$32,815.52 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$20,639.49 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$3,477.25 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$1,576.44 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$6,090.82 
MAR Marriott International Inc. - Class A
-0.71%
-$2,734.82 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$7,748.45 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$106,965.45 
AMGN Amgen Inc.
-0.64%
-$5,642.02 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$2,043.65 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$12,764.43 
ECL Ecolab Inc.
-0.61%
-$19,759.05 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$2,856.65 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$5,265.63 
SCHF Schwab International Equity ETF
-0.58%
-$4,822.72 
AVIV Avantis International Large Cap Value ETF
-0.57%
-$1,459.12 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$1,637.01 
LLY Eli Lilly and Company
-0.53%
-$21,271.1 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$25,860.5 
IWM iShares Russell 2000 ETF
-0.47%
-$3,024.62 
DFIV Dimensional International Value ETF
-0.47%
-$54,054.27 
PEP PepsiCo, Inc.
-0.46%
-$12,171.52 
HD The Home Depot, Inc.
-0.42%
-$6,563.67 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$11,609.6 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,236.26 
VGT Vanguard Information Technology ETF
-0.38%
-$860 
AXP American Express Company
-0.38%
-$17,019.14 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,375.4 
CL Colgate-Palmolive Company
-0.33%
-$933.3 
TFC Truist Financial Corporation
-0.33%
-$934.99 
BNDW Vanguard Total World Bond ETF
-0.28%
-$24,343.94 
VTV Vanguard Value ETF
-0.27%
-$52,014.11 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,133.1 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$517.41 
A Agilent Technologies Inc.
-0.24%
-$6,185.46 
VB Vanguard Small-Cap ETF
-0.22%
-$9,083.96 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$855.9 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$713.24 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$449.1 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$667.41 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$9,609.12 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$929.23 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$943.19 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$11,704.01 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$15,210.45 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$1,534.06 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$12,010.68 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$774.29 
EZU iShares MSCI Eurozone ETF
-0.12%
-$344 
MUB iShares National Muni Bond ETF
-0.11%
-$837.72 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$289.08 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,732.2 
PGX Invesco Preferred ETF
-0.09%
-$188.99 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$9,828.24 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$1,444.24 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$389.29 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$11,164.1 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$2,426.05 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,102.36 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$324 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$211.04 
V Visa Inc. Class A
-0.04%
-$1,069.94 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,293.76 
CALI China Auto Logistics Inc.
-0.02%
-$49.16 Events
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Dividends
Dividend Analysis
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| Trades 2257 | Longs Won 1540/2257 68% | Profit Factor 5.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $339,120.03 |
| Average Win $87,268.67 | Best Trade (Aug 31) $12.28M | Sharpe Ratio -9.56 |
| Average Loss -$34,870.24 | Worst Trade (Dec 30) -$5.54M | Z-Score 17.1 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 3w 6d | Expectancy $48,467.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 18,192 | $2.13M | $2.52M | - | $389,126.88 | 18.29% | -0.245% |
| AAPL Apple Inc. | 17,958 | $3.14M | $5.55M | - | $2.41M | 76.62% | -7.354% |
| AMAT Applied Materials, Inc. | 1,200 | $245,688 | $609,204.01 | - | $363,516.01 | 147.96% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 849 | $493,192.56 | $404,251.34 | - | -$88,941.22 | -18.03% | -1.904% |
| AMGN Amgen Inc. | 2,275 | $592,696.26 | $876,239 | - | $283,542.74 | 47.84% | -0.64% |
| AMZN Amazon.com Inc | 1,885 | $281,883.8 | $511,928.28 | - | $230,044.48 | 81.61% | +15.321% |
| APH Amphenol Corporation | 131,104 | $1.27M | $5.27M | - | $3.99M | 314.02% | +0.551% |
| APO Apollo Global Management, Inc. | 3,500 | $223,265 | $439,565 | - | $216,300 | 96.88% | +4.441% |
| ARES Ares Management Corporation | 3,100 | $176,266 | $397,078.99 | - | $220,812.99 | 125.27% | +3.199% |
| AVDV Avantis International Small Cap Value ETF | 51,721 | $3.7M | $5.41M | - | $1.71M | 46.37% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 31,190 | $2.01M | $2.79M | - | $785,119.66 | 39.12% | +0.101% |
| AVIV Avantis International Large Cap Value ETF | 3,172 | $162,611.91 | $256,012.12 | - | $93,400.21 | 57.44% | -0.567% |
| AVLV Avantis U.S. Large Cap Value ETF | 47,117 | $2.82M | $4.34M | - | $1.52M | 53.88% | +0.141% |
| AVUV Avantis U.S. Small Cap Value ETF | 43,877 | $4.22M | $5.5M | - | $1.28M | 30.28% | +0.032% |
| AXP American Express Company | 13,401 | $2.22M | $4.51M | - | $2.29M | 103.03% | -0.376% |
| BA Boeing Company | 1,850 | $353,643.64 | $399,859 | - | $46,215.36 | 13.07% | -2.155% |
| BAC Bank of America Corporation | 12,800 | $554,877.5 | $792,960 | - | $238,082.5 | 42.91% | +0.356% |
| BMY Bristol-Myers Squibb Company | 24,808 | $1.55M | $1.62M | - | $73,581.11 | 4.76% | +0.694% |
| BNDW Vanguard Total World Bond ETF | 128,126 | $8.89M | $8.64M | - | -$250,402.59 | -2.82% | -0.281% |
| BRK-B Berkshire Hathaway Inc. | 833 | $249,858.73 | $426,112.82 | - | $176,254.09 | 70.54% | +0.365% |
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FAQ
Which stocks have generated the highest profits for Jason Whitby?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Value ETF - $1.79M, VANGUARD TOTAL STOCK MKT ETF - $1.73M, JPMorgan Chase & Co - $1.61M, SPDR Portfolio S&P 500 Value ETF - $1.44M, and Vanguard Short-Term Corporate Bond ETF - $1.42M. 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: Terran Orbital Corporation - $8.02M, Nike, Inc. - Class B - $2.36M, Sea Ltd - $1.15M, United Parcel Service, Inc - $1M, and The Walt Disney Company - $821,820.59. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jason Whitby's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.98M earned over time. The largest contributors to dividend income include Vanguard Short-Term Corporate Bond ETF - $1.4M, Vanguard Value ETF - $1.33M, Vanguard Intermediate-Term Corporate Bond Fund - $1.07M, Microsoft Corp - $863,738.46, and Vanguard Short-Term Bond ETF - $808,992.14. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jason Whitby's monthly returns?
Jason Whitby'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 Jason Whitby's strategy be considered aggressive or moderate?
Jason Whitby's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jason Whitby's strategy?
Jason Whitby'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.
