AL
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:
14.61%
Gain +0.01%
Monthly
0.78%
Yearly
9.85%
Drawdown
11.75%
$339.64M
Equity
Holdings
$339.64M
Investment
$296.19M
$45.66M
Profit -$3,880.81
Realized
$2.21M
Unrealized
$43.46M
Dividends
$7.2M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
-$3,880.81
Win %
72%
This Week
Compared To Last Week
Gain
-0.001%
Profit
-$3,880.81
Win %
72%
This Month
Compared to last month
Gain
-0.56%
Profit
-$1.91M
Win %
72%
This Year
Compared to last year
Gain
2.28%
Profit
$8.01M
Win %
74%
KLAC KLA Corporation
+5.55%
+$37,720.32 
ANET Arista Networks, Inc.
+4.37%
+$15,533.64 
GEV GE Vernova Inc.
+3.73%
+$14,394.75 
CME CME Group Inc.
+2.8%
+$7,122.15 
GS The Goldman Sachs Group, Inc.
+2.62%
+$7,401.03 
EFX Equifax Inc.
+2.59%
+$5,422.7 
NDAQ Nasdaq, Inc.
+2.58%
+$6,997.76 
VZ Verizon Communications Inc.
+2.49%
+$6,899.49 
SAN Banco Santander S.A. Sponsored ADR
+2.47%
+$3,653.04 
JPM JPMorgan Chase & Co.
+2.31%
+$18,270.24 
USB U.S. Bancorp
+2.27%
+$10,707.94 
IBKR Interactive Brokers Group Inc.
+2.23%
+$6,040.98 
AXP American Express Company
+2.18%
+$5,928.36 
PM Philip Morris International Inc.
+1.95%
+$10,166.4 
TFC Truist Financial Corporation
+1.93%
+$6,101.48 
D Dominion Energy, Inc.
+1.83%
+$4,487.16 
JKHY Jack Henry & Associates, Inc.
+1.8%
+$4,056.49 
AMCR Amcor plc
+1.7%
+$3,859.68 
UNP Union Pacific Corporation
+1.65%
+$5,078.58 
WFC Wells Fargo & Company
+1.61%
+$7,442.68 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$7,938.48 
LIN Linde plc
+1.58%
+$3,308.91 
BAC Bank of America Corporation
+1.56%
+$5,267.5 
BLK BlackRock, Inc.
+1.52%
+$5,396.99 
BTI British American Tobacco p.l.c. ADR
+1.51%
+$8,351.4 
COF Capital One Financial Corporation
+1.48%
+$4,083.43 
CAT Caterpillar Inc.
+1.44%
+$5,292.46 
COP ConocoPhillips
+1.4%
+$4,425.84 
POOL Pool Corporation
+1.38%
+$3,218.6 
PAYX Paychex Inc.
+1.37%
+$4,570.96 
NEE NextEra Energy, Inc.
+1.35%
+$2,659.95 
TXN Texas Instruments Inc
+1.35%
+$4,799.87 
ABBV AbbVie Inc.
+1.32%
+$5,724.64 
C Citigroup Inc.
+1.27%
+$3,549.91 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$96,457.6 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$67,562.16 
FMDE Fidelity Enhanced Mid Cap ETF
+1.08%
+$17,426.18 
CI The Cigna Group
+1.07%
+$5,185.56 
IJS iShares S&P Small-Cap 600 Value ETF
+1.07%
+$4,312.91 
JNJ Johnson & Johnson
+1.07%
+$4,470.4 
PLD Prologis Inc.
+1.05%
+$6,403.09 
V Visa Inc. Class A
+1.05%
+$4,044.77 
CLSE Convergence Long/Short Equity Fund
+1.03%
+$18,141.9 
UL Unilever PLC Sponsored American Depositary Receipt
+1.03%
+$2,461.8 
ORLY O'Reilly Automotive Inc.
+1.02%
+$2,730.56 
KKR KKR & Co. Inc.
+0.99%
+$3,236.42 
IWD iShares Russell 1000 Value ETF
+0.98%
+$144,710.65 
VO Vanguard Mid-Cap ETF
+0.97%
+$55,224.18 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$34,538.4 
VTV Vanguard Value ETF
+0.94%
+$5,539.54 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.91%
+$53,948.34 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$50,583.7 
NDSN Nordson Corporation
+0.9%
+$2,342.63 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$12,044.64 
APH Amphenol Corporation
+0.88%
+$3,636.73 
IWM iShares Russell 2000 ETF
+0.87%
+$3,942.1 
MKL Markel Group Inc.
+0.87%
+$1,936 
HDV iShares Core High Dividend ETF
+0.87%
+$9,492 
MNST Monster Beverage Corporation
+0.87%
+$2,960 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$8,816.49 
VTWO Vanguard Russell 2000 ETF
+0.86%
+$6,306.44 
TRMB Trimble Inc.
+0.84%
+$1,593.48 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.83%
+$41,627.26 
SDY SPDR S&P Dividend ETF
+0.83%
+$4,585 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.82%
+$11,165.44 
CSL Carlisle Companies Inc.
+0.81%
+$1,923.76 
SO The Southern Company
+0.78%
+$2,348.41 
FE FirstEnergy Corp.
+0.77%
+$2,477.51 
GE General Electric Company
+0.76%
+$5,242.52 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$49,313.25 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$7,326.03 
CVX Chevron Corporation
+0.75%
+$3,931.17 
KMB Kimberly-Clark Corporation
+0.74%
+$2,409 
SPGP Invesco S&P 500 GARP ETF
+0.74%
+$20,318.32 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$21,541.18 
MA Mastercard Incorporated
+0.71%
+$6,176.6 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$7,132.8 
CGDV Capital Group Dividend Value ETF
+0.66%
+$27,383.36 
MS Morgan Stanley
+0.65%
+$1,694.63 
DUK Duke Energy Corporation
+0.63%
+$2,788.5 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$35,816.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$7,285.55 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$10,317.12 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$1,378.14 
IVV iShares Core S&P 500 ETF
+0.55%
+$94,573.58 
GOOGL Alphabet Inc
+0.53%
+$10,529.83 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$39,995 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.5%
+$20,439.88 
LNG Cheniere Energy Inc.
+0.47%
+$827.64 
GOOG Alphabet Inc
+0.45%
+$4,523.2 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$3,275.1 
PGR Progressive Corporation
+0.42%
+$1,447.55 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$24,438.86 
NGG National Grid plc Sponsored ADR
+0.39%
+$927.36 
GD General Dynamics Corporation
+0.38%
+$897.6 
PEP PepsiCo, Inc.
+0.38%
+$1,470.42 
TTE TotalEnergies SE
+0.34%
+$2,221.18 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$5,986.8 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$2,244.62 
WEC WEC Energy Group Inc.
+0.33%
+$692.27 
AMGN Amgen Inc.
+0.32%
+$1,170.79 
SNY Sanofi American Depositary Receipt
+0.32%
+$1,127.84 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$1,175.01 
SCHF Schwab International Equity ETF
+0.29%
+$23,423.92 
XOM Exxon Mobil Corporation
+0.28%
+$1,685.86 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.22%
+$651.3 
JHPI John Hancock Preferred Income ETF
+0.2%
+$540 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$13,334.04 
VUG Vanguard Growth ETF
+0.18%
+$1,405.8 
BNDX Vanguard Total International Bond ETF
+0.17%
+$4,165.84 
NVDA NVIDIA Corporation
+0.16%
+$5,806.08 
PFE Pfizer Inc.
+0.15%
+$467 
TRP TC Energy Corporation
+0.12%
+$314.32 
CGGR Capital Group Growth ETF
+0.11%
+$11,390.65 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$311.49 
MSFT Microsoft Corp.
+0.1%
+$2,665.13 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$1,486.08 
IAU iShares Gold Trust
+0.08%
+$265.98 
ENB Enbridge Inc.
+0.07%
+$242.32 
CB Chubb Limited
+0.06%
+$186.06 
GLD SPDR Gold Shares
+0.06%
+$6,169.68 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.06%
+$4,204.3 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
+0.05%
+$333.07 
AON Aon plc
+0.04%
+$113.25 
IQLT iShares MSCI International Quality Factor ETF
+0.04%
+$105.06 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$1,033.1 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$4,968 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$560.99 
HWM Howmet Aerospace Inc.
+0.03%
+$71.12 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$121 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$1,311.4 
ILOW AB International Low Volatility Equity ETF
0%
+$31.09 
AZN
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
VTEI
0%
$0 
ADSK Autodesk, Inc.
-3.47%
-$6,840.14 
LLY Eli Lilly and Company
-2.41%
-$15,931.47 
SHOP Shopify Inc.
-2.02%
-$4,564.81 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$18,791.35 
ABT Abbott Laboratories
-1.64%
-$3,861.69 
AAPL Apple Inc.
-1.52%
-$35,820 
MRK Merck & Co., Inc.
-1.42%
-$4,015.07 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$5,700.64 
AMZN Amazon.com Inc
-1.23%
-$24,082.48 
BA Boeing Company
-1.16%
-$3,960.3 
CACI Caci International Inc.
-1.15%
-$2,329.72 
BURL Burlington Stores Inc.
-1.15%
-$2,669.51 
NFLX Netflix, Inc.
-1.14%
-$2,153.88 
AMT American Tower Corporation
-1.12%
-$3,563.51 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.04%
-$18,550.18 
LII Lennox International Inc.
-0.94%
-$2,210.64 
AVGO Broadcom Inc.
-0.91%
-$14,427.01 
SPOT Spotify Technology S.A.
-0.82%
-$2,360 
MDLZ Mondelez International, Inc.
-0.58%
-$1,582.49 
ETN Eaton Corporation plc
-0.57%
-$1,512 
WRB-PH W.R. Berkley Corporation 4.125%
-0.52%
-$390.72 
HGER Harbor Commodity All-Weather Fund
-0.46%
-$7,936.6 
MCK McKesson Corporation
-0.4%
-$1,130.4 
RTX RTX Corporation
-0.37%
-$1,829.23 
SSD Simpson Manufacturing Co., Inc.
-0.32%
-$874.19 
META Meta Platforms Inc Class A
-0.26%
-$2,913.07 
MUST Columbia Multi-Sector Municipal Income ETF
-0.24%
-$6,468 
PTRB PGIM Total Return Bond ETF
-0.24%
-$22,258.3 
GILD Gilead Sciences Inc.
-0.22%
-$983.64 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$1,882.08 
MDT Medtronic plc
-0.16%
-$570.7 
JMUB JPMorgan Municipal Bond ETF
-0.16%
-$540.64 
FBND Fidelity Total Bond ETF
-0.13%
-$18,803.7 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.13%
-$9,264.3 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$1,161.72 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$5,826.72 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$4,568.34 
VHT Vanguard Health Care ETF
-0.12%
-$2,749.58 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.1%
-$332.83 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$6,289.48 
CGMU Capital Group Municipal Income ETF
-0.07%
-$401.12 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$2,435.01 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$2,348.2 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.03%
-$811.34 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.03%
-$831.3 
FSMB First Trust Short Duration Managed Municipal ETF
-0.03%
-$363.41 Events
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Dividends
Dividend Analysis
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| Trades 942 | Longs Won 639/942 67% | Profit Factor 18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $244,860.29 |
| Average Win $75,651.25 | Best Trade (Jun 14) $3.85M | Sharpe Ratio -8.45 |
| Average Loss -$8,863.06 | Worst Trade (Jun 14) -$175,665.41 | Z-Score 7.28 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 1d | Expectancy $48,474.73 |
| 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 | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
Returns
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