JW
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:
36.03%
Gain +0.48%
Monthly
0.46%
Yearly
5.63%
Drawdown
13.29%
$392.02M
Equity
Holdings
$392.02M
Investment
$284.1M
$108.69M
Profit +$2.36M
Realized
$766,951.56
Unrealized
$107.93M
Dividends
$23.05M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.48%
Profit
$2.36M
Win %
87%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$2.55M
Win %
87%
This Month
Compared to last month
Gain
-0.98%
Profit
-$3.89M
Win %
87%
This Year
Compared to last year
Gain
6.46%
Profit
$23.78M
Win %
87%
QCOM QUALCOMM Incorporated
+4.28%
+$202,148.29 
SCHW Charles Schwab Corporation
+2.73%
+$26,378 
AMAT Applied Materials, Inc.
+2.64%
+$17,532 
JPM JPMorgan Chase & Co.
+2.3%
+$216,094.9 
RCL Royal Caribbean Group
+2.19%
+$11,976.4 
AXP American Express Company
+2.18%
+$99,051.54 
SYK Stryker Corporation
+2.11%
+$71,802.79 
TFC Truist Financial Corporation
+1.91%
+$6,790 
TSLA Tesla, Inc.
+1.88%
+$17,148.95 
ARES Ares Management Corporation
+1.58%
+$6,877.5 
LIN Linde plc
+1.58%
+$68,747.28 
BAC Bank of America Corporation
+1.52%
+$11,970 
CAT Caterpillar Inc.
+1.49%
+$88,911.1 
MAR Marriott International Inc. - Class A
+1.42%
+$5,830.8 
NEE NextEra Energy, Inc.
+1.3%
+$28,712.32 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$7,411.78 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+1.12%
+$4,744.22 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$10,697.02 
JNJ Johnson & Johnson
+1.07%
+$10,671.75 
V Visa Inc. Class A
+1.03%
+$25,291.22 
IWD iShares Russell 1000 Value ETF
+1.02%
+$2,655.27 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$5,389.6 
IJR iShares Core S&P Small-Cap ETF
+1%
+$46,922.81 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$9,668.09 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$27,493.56 
VO Vanguard Mid-Cap ETF
+0.97%
+$21,224.2 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$4,357.98 
APH Amphenol Corporation
+0.95%
+$53,755.85 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$51,951.51 
VTV Vanguard Value ETF
+0.94%
+$192,648.18 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$61,047.83 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$3,823.66 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$22,047.3 
SCHE Schwab Emerging Markets Equity ETF
+0.91%
+$2,603.57 
IWM iShares Russell 2000 ETF
+0.9%
+$5,701.12 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$50,250.29 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$3,640.95 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$50,281.38 
PG Procter & Gamble Co
+0.85%
+$4,313.44 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$24,291.79 
AVLV Avantis U.S. Large Cap Value ETF
+0.74%
+$33,309.05 
VB Vanguard Small-Cap ETF
+0.73%
+$28,162.72 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$5,651.3 
HD The Home Depot, Inc.
+0.72%
+$11,845.08 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$4,020.86 
SCHC Schwab International Small-Cap Equity ETF
+0.71%
+$16,769.55 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$3,065.26 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$11,472.9 
ECL Ecolab Inc.
+0.65%
+$20,617.47 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$55,502.64 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$49,485.59 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$6,025.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$3,870 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$32,902.77 
XLI Industrial Select Sector SPDR Fund
+0.61%
+$1,840.42 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$21,313.34 
CMI Cummins Inc.
+0.59%
+$35,940.46 
DFIV Dimensional International Value ETF
+0.58%
+$62,445.18 
IVV iShares Core S&P 500 ETF
+0.58%
+$49,411.44 
VOO Vanguard S&P 500 ETF
+0.58%
+$4,040.06 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$17,558.69 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$3,549.77 
FNDC Schwab Fundamental International Small Company Index ETF
+0.56%
+$1,263.36 
GOOGL Alphabet Inc
+0.56%
+$8,134.04 
IWB iShares Russell 1000 ETF
+0.55%
+$1,749.36 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$3,059 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$12,716.55 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$1,220.94 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$15,019 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$7,633.36 
AVIV Avantis International Large Cap Value ETF
+0.48%
+$2,703 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$1,408 
GOOG Alphabet Inc
+0.46%
+$64,332.28 
WMT Walmart Inc.
+0.45%
+$6,322 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$27,566.17 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$2,220.9 
PEP PepsiCo, Inc.
+0.4%
+$14,028.46 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$1,592.92 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$1,428.4 
BMY Bristol-Myers Squibb Company
+0.4%
+$2,722.5 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.36%
+$9,066.09 
FNDF Schwab Fundamental International Large Company Index ETF
+0.35%
+$3,207.58 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$45,297 
AMGN Amgen Inc.
+0.32%
+$2,543.34 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$39,966.92 
SCHF Schwab International Equity ETF
+0.29%
+$2,409.28 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$2,365.09 
XOM Exxon Mobil Corporation
+0.28%
+$2,386.2 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$2,924.68 
VUG Vanguard Growth ETF
+0.22%
+$17,943.6 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.2%
+$771.4 
A Agilent Technologies Inc.
+0.2%
+$5,027.62 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$555 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$572.2 
NVDA NVIDIA Corporation
+0.14%
+$633.14 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$213.66 
MSFT Microsoft Corp.
+0.1%
+$24,650.4 
KO The Coca-Cola Company
+0.1%
+$890 
IAU iShares Gold Trust
+0.09%
+$348.67 
CL Colgate-Palmolive Company
+0.07%
+$179.16 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$426 
ORCL Oracle Corporation
+0.05%
+$281.31 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$1,012.84 
EZU iShares MSCI Eurozone ETF
+0.04%
+$109.15 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$184.56 
BNDW Vanguard Total World Bond ETF
+0.03%
+$2,365.46 
EFG iShares MSCI EAFE Growth ETF
+0.02%
+$312.18 
MCD McDonald's Corporation
+0.01%
+$24.81 
HWM Howmet Aerospace Inc.
+0.01%
+$14.99 
TIP iShares TIPS Bond ETF
+0.01%
+$12.28 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CALI China Auto Logistics Inc.
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
VTEC Vanguard California Tax-Exempt Bond Fund
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$94,012.5 
NKE Nike, Inc. - Class B
-2.32%
-$8,338.95 
KTOS Kratos Defense & Security Solutions, Inc.
-1.75%
-$3,827.48 
AAPL Apple Inc.
-1.52%
-$83,722.5 
MRK Merck & Co., Inc.
-1.41%
-$20,947.63 
AMZN Amazon.com Inc
-1.23%
-$4,851.44 
BA Boeing Company
-1.13%
-$4,643.5 
IBM International Business Machines Corporation
-0.96%
-$4,684.3 
CSCO Cisco Systems, Inc.
-0.6%
-$3,073.3 
ETN Eaton Corporation plc
-0.55%
-$2,289.01 
DIS The Walt Disney Company
-0.3%
-$3,689.28 
META Meta Platforms Inc Class A
-0.23%
-$543.4 
GILD Gilead Sciences Inc.
-0.22%
-$9,115.96 
MDT Medtronic plc
-0.21%
-$3,601.62 
IGV iShares Expanded Tech-Software Sector ETF
-0.18%
-$4,032.32 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$712.79 
JMUB JPMorgan Municipal Bond ETF
-0.15%
-$403.2 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$800.82 
LOW Lowe's Companies Inc.
-0.1%
-$2,518.34 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$1,324.44 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$5,629.86 
PGX Invesco Preferred ETF
-0.05%
-$125 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$38 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$4,156.4 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$1,146.72 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.02%
-$107.02 
MUB iShares National Muni Bond ETF
-0.01%
-$79.97 Events
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Dividends
Dividend Analysis
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| Trades 2012 | Longs Won 1371/2012 68% | Profit Factor 7.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $241,767.65 |
| Average Win $90,894.78 | Best Trade (Jun 10) $5.67M | Sharpe Ratio -7.57 |
| Average Loss -$24,839.99 | Worst Trade (Jun 30) -$649,202.15 | Z-Score 9.7 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 3w 1d | Expectancy $54,023.02 |
| 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 | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
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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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