Andrew Lewis Portfolio
Invests via Genesis Private Wealth LLC | Managed by Andrew Lewis
Invests via Genesis Private Wealth LLC
Managed by Andrew Lewis
Automatically Tracked
Andrew Lewis Profile
With a career marked by substantial leadership in technology startups, Andrew Lewis stands out as an accomplished entrepreneur and innovator. He has co-founded several ventures that have significantly contributed to advancements in digital solutions and platform development. His deep understanding of market dynamics positions him effectively within the venture capital landscape, allowing him to bridge gaps between emerging technologies and investment opportunities. Beyond founding roles, he frequently collaborates with seasoned investors and advisory boards to refine growth strategies for burgeoning enterprises. With a commitment to driving technological advancement through practical applications, his endeavors continue to attract interest from both strategic partners and potential investors.
With a career marked by substantial leadership in technology startups, Andrew Lewis stands out as an accomplished entrepreneur and innovator. He has co-founded several ventures that have significantly contributed to advancements in digital solutions and platform development. His deep understanding of market dynamics positions him effectively within the venture capital landscape, allowing him to bridge gaps between emerging technologies and investment opportunities. Beyond founding roles, he frequently collaborates with seasoned investors and advisory boards to refine growth strategies for burgeoning enterprises. With a commitment to driving technological advancement through practical applications, his endeavors continue to attract interest from both strategic partners and potential investors.
Investment Philosophy & Strategy
Andrew Lewis approaches investing with a strong emphasis on technology-driven transformation. His extensive experience in launching startups enables him to identify trends that can reshape industries and drive significant growth. By focusing on innovation, he actively seeks out opportunities within digital solutions that not only demonstrate scalability but also possess a competitive edge in their respective markets. Furthermore, leveraging his background in operational strategy, he emphasizes collaboration with other entrepreneurs and investors to create synergies that enhance value creation. This entrepreneurial lens informs his strategic decisions as he navigates the ever-evolving venture capital ecosystem.
Andrew Lewis approaches investing with a strong emphasis on technology-driven transformation. His extensive experience in launching startups enables him to identify trends that can reshape industries and drive significant growth. By focusing on innovation, he actively seeks out opportunities within digital solutions that not only demonstrate scalability but also possess a competitive edge in their respective markets. Furthermore, leveraging his background in operational strategy, he emphasizes collaboration with other entrepreneurs and investors to create synergies that enhance value creation. This entrepreneurial lens informs his strategic decisions as he navigates the ever-evolving venture capital ecosystem.
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:
22.42%
Gain -0.62%
Monthly
1.08%
Yearly
13.83%
Drawdown
11.9%
$350.61M
Equity
Holdings
$350.61M
Investment
$310.96M
$42.56M
Profit -$1.65M
Realized
$2.91M
Unrealized
$39.65M
Dividends
$8.29M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.62%
Profit
-$1.65M
Win %
65%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$1.14M
Win %
65%
This Month
Compared to last month
Gain
-1.04%
Profit
-$3.7M
Win %
65%
This Year
Compared to last year
Gain
-1.08%
Profit
-$3.84M
Win %
69%
STX Seagate Technology Holdings plc
+7.95%
+$20,097 
MU Micron Technology, Inc.
+7.09%
+$28,475.69 
ORLY O'Reilly Automotive Inc.
+4.25%
+$10,411.12 
ANET Arista Networks, Inc.
+4.13%
+$16,317 
KLAC KLA Corporation
+3.87%
+$27,496.8 
ASML ASML Holding N.V. New York Registry Shares
+3.4%
+$29,570.01 
IBKR Interactive Brokers Group Inc.
+3.01%
+$6,508.08 
TXN Texas Instruments Inc
+2.91%
+$8,226.96 
APH Amphenol Corporation
+2.6%
+$9,184.59 
C Citigroup Inc.
+2.59%
+$5,377.95 
UNH UnitedHealth Group Incorporated
+2.56%
+$5,449.62 
TTE TotalEnergies SE
+2.5%
+$12,792.66 
JTEK JPMorgan U.S. Tech Leaders ETF
+2.42%
+$94,647.8 
MS Morgan Stanley
+2.41%
+$6,627.18 
IEMG iShares Core MSCI Emerging Markets ETF
+2.33%
+$134,636.4 
CAT Caterpillar Inc.
+2.31%
+$8,729.08 
CDNS Cadence Design Systems, Inc.
+2.29%
+$4,207.32 
GS The Goldman Sachs Group, Inc.
+2.11%
+$6,087.9 
XLK State Street Technology Select Sector SPDR ETF
+2.1%
+$20,274.35 
ADI Analog Devices, Inc.
+2.06%
+$4,323.06 
HWM Howmet Aerospace Inc.
+1.81%
+$4,890.48 
TDY Teledyne Technologies Incorporated
+1.78%
+$3,505.94 
CI The Cigna Group
+1.69%
+$7,364.11 
AZN AstraZeneca PLC American Depositary Shares
+1.69%
+$4,236.72 
GLD SPDR Gold Shares
+1.56%
+$164,129.8 
VWO Vanguard FTSE Emerging Markets ETF
+1.56%
+$6,712.21 
IAU iShares Gold Trust
+1.55%
+$5,695.56 
GLDM SPDR Gold MiniShares Trust
+1.55%
+$4,881.87 
XOM Exxon Mobil Corporation
+1.4%
+$7,494.24 
SAN Banco Santander S.A. Sponsored ADR
+1.39%
+$2,161.17 
AVGO Broadcom Inc.
+1.38%
+$22,981.65 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.36%
+$16,872.97 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.36%
+$66,438.23 
VOT Vanguard Mid-Cap Growth ETF
+1.36%
+$90,401.72 
LLY Eli Lilly and Company
+1.35%
+$9,093.8 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.35%
+$23,267.12 
SCHF Schwab International Equity ETF
+1.34%
+$110,896.56 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.29%
+$80,701.32 
CVS CVS Health Corporation
+1.29%
+$4,037.95 
RTX RTX Corporation
+1.26%
+$6,486.11 
GEV GE Vernova Inc.
+1.23%
+$5,613.19 
FENI Fidelity Enhanced International ETF
+1.21%
+$2,473.44 
IWF iShares Russell 1000 Growth ETF
+1.21%
+$183,941.28 
MRK Merck & Co., Inc.
+1.2%
+$2,888.34 
CGGR Capital Group Growth ETF
+1.18%
+$130,110.93 
JPM JPMorgan Chase & Co.
+1.12%
+$9,271.18 
CSCO Cisco Systems, Inc.
+1.11%
+$2,867.72 
MRSH Marsh & McLennan Companies, Inc.
+1.1%
+$2,470.16 
IEFA iShares Core MSCI EAFE ETF
+1.1%
+$81,985.05 
JIRE JPMorgan International Research Enhanced Equity ETF
+1.08%
+$2,461.37 
BNY BlackRock New York Municipal Income Trust
+1.07%
+$2,676.24 
ETN Eaton Corporation plc
+1.05%
+$2,775.82 
NDSN Nordson Corporation
+1.04%
+$2,710.23 
VBK Vanguard Small-Cap Growth ETF
+1.03%
+$6,865.7 
ABBV AbbVie Inc.
+1.03%
+$5,826.88 
HGER Harbor Commodity All-Weather Fund
+1.02%
+$15,173.92 
NVDA NVIDIA Corporation
+0.97%
+$35,847.72 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.9%
+$3,032.64 
BAC Bank of America Corporation
+0.89%
+$3,387.62 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.88%
+$15,319.36 
AMCR Amcor plc
+0.86%
+$2,036.85 
IWM iShares Russell 2000 ETF
+0.85%
+$3,880 
GE General Electric Company
+0.85%
+$3,697.5 
VTWO Vanguard Russell 2000 ETF
+0.83%
+$6,643.82 
COP ConocoPhillips
+0.83%
+$2,436.48 
VUG Vanguard Growth ETF
+0.81%
+$6,589.5 
AMGN Amgen Inc.
+0.81%
+$3,063.48 
IQLT iShares MSCI International Quality Factor ETF
+0.81%
+$2,074.93 
WFC Wells Fargo & Company
+0.8%
+$3,842.61 
CLSE Convergence Long/Short Equity Fund
+0.79%
+$18,196.22 
ILOW AB International Low Volatility Equity ETF
+0.79%
+$14,572.04 
PLD Prologis Inc.
+0.77%
+$4,878.06 
CGDV Capital Group Dividend Value ETF
+0.75%
+$38,210.03 
PFE Pfizer Inc.
+0.73%
+$2,116.98 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.67%
+$1,614.58 
IVV iShares Core S&P 500 ETF
+0.66%
+$120,145.74 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.66%
+$8,191.98 
SPY SPDR S&P 500 ETF Trust
+0.64%
+$4,156.98 
FMDE Fidelity Enhanced Mid Cap ETF
+0.61%
+$13,439.97 
VB Vanguard Small-Cap ETF
+0.6%
+$1,375.94 
VO Vanguard Mid-Cap ETF
+0.6%
+$34,346.21 
JNJ Johnson & Johnson
+0.57%
+$2,305.03 
IJH iShares Core S&P Mid-Cap ETF
+0.55%
+$20,762.87 
IJS iShares S&P Small-Cap 600 Value ETF
+0.55%
+$2,262 
RDVY First Trust Rising Dividend Achievers ETF
+0.55%
+$51,942.44 
MDY SPDR S&P MidCap 400 ETF Trust
+0.55%
+$1,707.04 
VTV Vanguard Value ETF
+0.53%
+$3,241.88 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.51%
+$16,288.58 
SAIA Saia, Inc.
+0.5%
+$1,210.45 
BLK BlackRock, Inc.
+0.5%
+$1,833.96 
BA Boeing Company
+0.47%
+$1,525.34 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.47%
+$1,393.28 
VYM Vanguard High Dividend Yield ETF
+0.46%
+$973.84 
MAR Marriott International Inc. - Class A
+0.46%
+$947.5 
WRB W.R. Berkley Corporation
+0.41%
+$1,449.92 
VIG Vanguard Dividend Appreciation ETF
+0.3%
+$23,533.66 
MUST Columbia Multi-Sector Municipal Income ETF
+0.27%
+$7,767.21 
JHPI John Hancock Preferred Income ETF
+0.22%
+$600 
META Meta Platforms Inc Class A
+0.22%
+$2,205 
RSP Invesco S&P 500 Equal Weight ETF
+0.21%
+$12,649.5 
CVX Chevron Corporation
+0.19%
+$815.04 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.16%
+$2,240.88 
SNY Sanofi American Depositary Receipt
+0.16%
+$535.08 
D Dominion Energy, Inc.
+0.16%
+$431.42 
IWD iShares Russell 1000 Value ETF
+0.15%
+$22,732.11 
CB Chubb Limited
+0.12%
+$373.39 
USMV iShares MSCI USA Min Vol Factor ETF
+0.1%
+$757.43 
VOE Vanguard Mid-Cap Value ETF
+0.04%
+$2,747.88 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$898.74 
AAPL Apple Inc.
+0.02%
+$460.68 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
POOL Pool Corporation
-2.3%
-$5,008.87 
PGR Progressive Corporation
-2.05%
-$6,160.68 
TMO Thermo Fisher Scientific Inc.
-1.67%
-$7,669.31 
MNST Monster Beverage Corporation
-1.58%
-$5,583.41 
JKHY Jack Henry & Associates, Inc.
-1.57%
-$3,795.75 
WMB The Williams Companies, Inc.
-1.42%
-$3,331.69 
AON Aon plc
-1.4%
-$4,718.88 
LII Lennox International Inc.
-1.29%
-$3,130.4 
ADP Automatic Data Processing Inc.
-1.28%
-$4,005.75 
UL Unilever PLC Sponsored American Depositary Receipt
-1.26%
-$3,267.42 
MDLZ Mondelez International, Inc.
-1.15%
-$2,827.26 
CACI Caci International Inc.
-1.13%
-$2,274.6 
PM Philip Morris International Inc.
-1.11%
-$6,927.18 
NDAQ Nasdaq, Inc.
-1.06%
-$3,015.73 
SHOP Shopify Inc.
-1.03%
-$2,392.67 
AMT American Tower Corporation
-1.02%
-$2,822 
AMZN Amazon.com Inc
-0.98%
-$20,297.94 
TRMB Trimble Inc.
-0.97%
-$2,108.93 
BTI British American Tobacco p.l.c. ADR
-0.94%
-$4,959.54 
COF Capital One Financial Corporation
-0.94%
-$2,972.08 
SSD Simpson Manufacturing Co., Inc.
-0.88%
-$1,867.97 
PAYX Paychex Inc.
-0.85%
-$3,206.56 
GILD Gilead Sciences Inc.
-0.83%
-$3,700.4 
WEC WEC Energy Group Inc.
-0.81%
-$2,005.68 
KMB Kimberly-Clark Corporation
-0.8%
-$2,511.96 
V Visa Inc. Class A
-0.78%
-$3,310.18 
SO The Southern Company
-0.74%
-$2,238.6 
GOOG Alphabet Inc
-0.72%
-$7,592.09 
MA Mastercard Incorporated
-0.72%
-$6,454.3 
GOOGL Alphabet Inc
-0.71%
-$16,495.43 
PEP PepsiCo, Inc.
-0.59%
-$2,166.4 
LIN Linde plc
-0.52%
-$2,044.83 
MDT Medtronic plc
-0.5%
-$2,128.14 
CSL Carlisle Companies Inc.
-0.46%
-$1,046.44 
DUK Duke Energy Corporation
-0.46%
-$2,039.28 
TRP TC Energy Corporation
-0.46%
-$1,209.6 
LMBS First Trust Low Duration Opportunities ETF
-0.45%
-$30,556.58 
ARMK Aramark
-0.42%
-$914.4 
UNP Union Pacific Corporation
-0.41%
-$1,409.1 
PNC The PNC Financial Services Group, Inc.
-0.39%
-$1,702.35 
AXP American Express Company
-0.36%
-$1,069.74 
NGG National Grid plc Sponsored ADR
-0.35%
-$883.05 
SPOT Spotify Technology S.A.
-0.33%
-$905.29 
VZ Verizon Communications Inc.
-0.33%
-$1,114.18 
FE FirstEnergy Corp.
-0.33%
-$1,148.16 
MCK McKesson Corporation
-0.32%
-$870.84 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.3%
-$18,898.53 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,522.2 
MSFT Microsoft Corp.
-0.28%
-$6,048.39 
FSMB First Trust Short Duration Managed Municipal ETF
-0.25%
-$3,982.3 
BURL Burlington Stores Inc.
-0.24%
-$576.29 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.23%
-$18,630.88 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.22%
-$2,130.6 
MKL Markel Group Inc.
-0.21%
-$512.74 
BND Vanguard Total Bond Market Index Fund
-0.2%
-$1,862.09 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.19%
-$14,163.45 
AGG iShares Core U.S. Aggregate Bond ETF
-0.18%
-$8,651.34 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$6,836.22 
HDV iShares Core High Dividend ETF
-0.16%
-$1,785.83 
PTRB PGIM Total Return Bond ETF
-0.16%
-$15,066.22 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.15%
-$6,159.01 
IUSB iShares Core Universal USD Bond ETF
-0.14%
-$5,176.48 
FBND Fidelity Total Bond ETF
-0.14%
-$20,520.86 
USB U.S. Bancorp
-0.13%
-$645.28 
ABT Abbott Laboratories
-0.12%
-$358.44 
SPGP Invesco S&P 500 GARP ETF
-0.12%
-$3,022.24 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$236.01 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$5,755.98 
JMUB JPMorgan Municipal Bond ETF
-0.06%
-$211.65 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.06%
-$3,794.01 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.06%
-$869.61 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.05%
-$1,108.46 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.05%
-$1,079.28 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.05%
-$301.3 
CGMU Capital Group Municipal Income ETF
-0.04%
-$304.79 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.03%
-$1,011.18 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
-0.02%
-$33.59 
BNDX Vanguard Total International Bond ETF
-0.01%
-$272.58 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.01%
-$64.26 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.01%
-$81.55 Events
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Dividends
Dividend Analysis
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| Trades 1127 | Longs Won 731/1127 64% | Profit Factor 11.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $215,195.43 |
| Average Win $63,601.41 | Best Trade (Jul 22) $3.69M | Sharpe Ratio -10.8 |
| Average Loss -$9,930.23 | Worst Trade (Jul 27) -$463,966.07 | Z-Score 4.24 (100%) |
| Commissions $0 | Avg. Trade Length 8m 4w | Expectancy $37,764.2 |
| 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 | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Andrew Lewis?
The largest contributions to the portfolio's profits come from the following stocks: Fidelity Total Bond ETF - $991,752.96, PGIM Total Return Bond ETF - $648,579.03, iShares Russell 1000 Value ETF - $468,703.2, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $366,023.28, and Vanguard Tax-Exempt Bond ETF - $355,926.58. 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: KKR & Co. Inc - $179,308.49, Godaddy Inc - $90,213.92, Salesforce Inc - $69,154.79, Landstar System Inc - $48,596.52, and Microsoft Corp - $45,417.79. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Lewis's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.29M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $990,210.13, PGIM Total Return Bond ETF - $648,529.53, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $366,023.28, Vanguard Tax-Exempt Bond ETF - $355,926.58, and iShares Russell 1000 Value ETF - $317,645.28. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Lewis's monthly returns?
Andrew Lewis's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Andrew Lewis's strategy be considered aggressive or moderate?
Andrew Lewis's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Andrew Lewis's strategy?
Andrew Lewis's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
