Brandon Collier Portfolio
Invests via Collier Financial | Managed by Brandon Collier
Invests via Collier Financial
Managed by Brandon Collier
Automatically Tracked
Brandon Collier Profile
Brandon Collier is a seasoned entrepreneur and operating executive with a strong focus on venture-building within the technology sector. His diverse professional journey has encompassed launching successful startups, guiding them through growth stages while securing significant investment partnerships. Notably, he has cultivated relationships across industry sectors that enhance business opportunities and strategic collaboration. With expertise in market analysis and operational leadership, he plays an influential role in shaping innovative solutions that meet emerging consumer demands. Brandon's track record of driving efficiencies and fostering sustainable practices further underscores his commitment to advancing businesses toward their full potential.
Brandon Collier is a seasoned entrepreneur and operating executive with a strong focus on venture-building within the technology sector. His diverse professional journey has encompassed launching successful startups, guiding them through growth stages while securing significant investment partnerships. Notably, he has cultivated relationships across industry sectors that enhance business opportunities and strategic collaboration. With expertise in market analysis and operational leadership, he plays an influential role in shaping innovative solutions that meet emerging consumer demands. Brandon's track record of driving efficiencies and fostering sustainable practices further underscores his commitment to advancing businesses toward their full potential.
Investment Philosophy & Strategy
Innovation remains at the core of Brandon Collier's investment strategy, reflecting his background in technology entrepreneurship. He prioritizes identifying high-potential startups poised for disruption, leveraging his extensive network to propel these ventures into scale-up phases. By fostering a collaborative environment with founders, he emphasizes operational excellence and agile methodologies to unlock value creation. The focus is on cultivating companies that not only respond effectively to market needs but also contribute meaningfully to their industries. His approach integrates a deep understanding of consumer behavior with strategic foresight, aiming for sustainable growth in an ever-evolving landscape.
Innovation remains at the core of Brandon Collier's investment strategy, reflecting his background in technology entrepreneurship. He prioritizes identifying high-potential startups poised for disruption, leveraging his extensive network to propel these ventures into scale-up phases. By fostering a collaborative environment with founders, he emphasizes operational excellence and agile methodologies to unlock value creation. The focus is on cultivating companies that not only respond effectively to market needs but also contribute meaningfully to their industries. His approach integrates a deep understanding of consumer behavior with strategic foresight, aiming for sustainable growth in an ever-evolving landscape.
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:
19.19%
Gain -0.2%
Monthly
0.81%
Yearly
10.18%
Drawdown
11.13%
$144.8M
Equity
Holdings
$144.8M
Investment
$127.17M
$21.91M
Profit -$266,416.36
Realized
$4.28M
Unrealized
$17.63M
Dividends
$5.33M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.2%
Profit
-$266,416.36
Win %
66%
This Week
Compared To Last Week
Gain
0.39%
Profit
$567,949.07
Win %
66%
This Month
Compared to last month
Gain
0.8%
Profit
$1.15M
Win %
66%
This Year
Compared to last year
Gain
-0.85%
Profit
-$1.24M
Win %
71%
PANW Palo Alto Networks, Inc.
+5.72%
+$4,874.4 
SM SM Energy Company
+4.45%
+$22.23 
XLE State Street Energy Select Sector SPDR ETF
+2.56%
+$1,840.72 
IXC iShares Global Energy ETF
+2.47%
+$535.92 
CIBR First Trust Nasdaq Cybersecurity ETF
+2.16%
+$6,395.82 
AMD Advanced Micro Devices Inc.
+2.16%
+$1,227.07 
SKYY First Trust Cloud Computing ETF
+1.49%
+$4,533.52 
IGPT Invesco AI and Next Gen Software ETF
+1.29%
+$4,853.35 
SMH VanEck Semiconductor ETF
+1.23%
+$70.51 
ORCL Oracle Corporation
+1.22%
+$211.14 
LMT Lockheed Martin Corporation
+1.03%
+$1,409.1 
AVGO Broadcom Inc.
+0.92%
+$808.08 
GLW Corning Incorporated
+0.77%
+$25.65 
MSFT Microsoft Corporation Common Stock
+0.74%
+$167 
IYW iShares U.S. Technology ETF
+0.69%
+$280.36 
RYT Invesco S&P 500 Equal Weight Technology ETF
+0.69%
+$533.72 
AIQ Global X Artificial Intelligence & Technology ETF
+0.59%
+$525.24 
SSB SouthState Bank Corporation Common Stock
+0.5%
+$405.98 
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF
+0.4%
+$2,496.85 
ZBH Zimmer Biomet Holdings Inc.
+0.37%
+$1.48 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.34%
+$356.67 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.33%
+$3,258.53 
XSD State Street SPDR S&P Semiconductor ETF
+0.33%
+$597.92 
ABT Abbott Laboratories
+0.31%
+$26.56 
GII State Street SPDR S&P Global Infrastructure ETF
+0.27%
+$60 
IEMG iShares Core MSCI Emerging Markets ETF
+0.2%
+$876.6 
IWF iShares Russell 1000 Growth ETF
+0.18%
+$28.16 
AVEM Avantis Emerging Markets Equity ETF
+0.13%
+$51.41 
IGF iShares Global Infrastructure ETF
+0.1%
+$225.62 
BSMQ Invesco BulletShares 2026 Municipal Bond ETF
+0.09%
+$38.6 
IVW iShares S&P 500 Growth ETF
+0.07%
+$78.2 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$518.2 
IBIT iShares Bitcoin Trust ETF
+0.04%
+$1.92 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$404.58 
ULST State Street Ultra Short Term Bond ETF
+0.02%
+$5.09 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.02%
+$9.74 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+0.02%
+$4,562.4 
BILS State Street SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$181.46 
STIP iShares 0-5 Year TIPS Bond ETF
+0.02%
+$176.28 
GSY Invesco Ultra Short Duration ETF
+0.01%
+$2.56 
EQR Equity Residential
0%
$0 
EMTL State Street DoubleLine Emerging Markets Fixed Income ETF
0%
$0 
QWLD State Street SPDR MSCI World StrategicFactors ETF
0%
$0 
TGT Target Corp.
-2.95%
-$775.22 
HD The Home Depot, Inc.
-2.48%
-$1,562.88 
PEP PepsiCo, Inc.
-2.35%
-$81.5 
CI The Cigna Group
-2.35%
-$866.97 
CRM Salesforce, Inc.
-2.16%
-$513.95 
MCD McDonald's Corporation
-1.78%
-$314.3 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
-1.75%
-$779.88 
PG The Procter & Gamble Company
-1.74%
-$877.15 
FDX FedEx Corp.
-1.73%
-$157.8 
FDXF FedEx Freight Holding Company, Inc.
-1.59%
-$26.55 
AGI Alamos Gold Inc. Class A Common Shares
-1.58%
-$15.84 
WHR Whirlpool Corp.
-1.54%
-$0.45 
RTX RTX Corporation
-1.37%
-$255.84 
DIVB iShares Core Dividend ETF
-1.27%
-$7,415.59 
JPM JPMorgan Chase & Co.
-1.08%
-$689.7 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.08%
-$549.32 
MMM 3M Company
-1.05%
-$629.28 
COST Costco Wholesale Corp
-1.04%
-$402.42 
XEL Xcel Energy Inc.
-0.99%
-$77.22 
RDVY First Trust Rising Dividend Achievers ETF
-0.94%
-$95.25 
XLV State Street Health Care Select Sector SPDR ETF
-0.92%
-$1,624.91 
WMT Walmart Inc.
-0.87%
-$260.76 
BLK BlackRock, Inc.
-0.86%
-$304.26 
BA The Boeing Company
-0.84%
-$69.3 
EFG iShares MSCI EAFE Growth ETF
-0.81%
-$338.88 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
-0.81%
-$561.52 
MOAT VanEck Morningstar Wide Moat ETF
-0.79%
-$94.34 
BAX Baxter International Inc.
-0.66%
-$12.41 
IEFA iShares Core MSCI EAFE ETF
-0.65%
-$2,093.12 
SPHQ Invesco S&P 500 Quality ETF
-0.64%
-$26,670.6 
CVS CVS Health Corporation Common Stock
-0.64%
-$65.34 
BAC Bank of America Corporation
-0.61%
-$181.35 
AVDE Avantis International Equity Fund Institutional Class
-0.6%
-$381.24 
AVLV Avantis U.S. Large Cap Value ETF
-0.58%
-$297 
TAK Takeda Pharmaceutical Co Ltd ADR
-0.56%
-$5.75 
RSP Invesco S&P 500 Equal Weight ETF
-0.55%
-$2,282.06 
SPGI S&P Global Inc.
-0.52%
-$13,980.69 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.52%
-$71.52 
AMZN Amazon.com Inc
-0.52%
-$126.91 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.47%
-$7,057.78 
IWD iShares Russell 1000 Value ETF
-0.47%
-$811.62 
VEA Vanguard FTSE Developed Markets ETF
-0.43%
-$280.25 
EFV iShares MSCI EAFE Value ETF
-0.41%
-$194.67 
JHMM John Hancock Multifactor Mid Cap ETF
-0.41%
-$102.9 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.41%
-$179.4 
IDMO Invesco S&P International Developed Momentum ETF
-0.4%
-$852.02 
IUSV iShares Core S&P U.S. Value ETF
-0.39%
-$1,911.91 
IVE iShares S&P 500 Value ETF
-0.39%
-$45.81 
DIS The Walt Disney Company
-0.39%
-$86.68 
IJH iShares Core S&P Mid-Cap ETF
-0.39%
-$936.09 
GD General Dynamics Corp.
-0.38%
-$21.44 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.38%
-$81,016.6 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.37%
-$37,917.18 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.36%
-$927.3 
USMV iShares MSCI USA Min Vol Factor ETF
-0.35%
-$13,639.32 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.32%
-$11.39 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.32%
-$9,979.68 
SBUX Starbucks Corp.
-0.31%
-$93.76 
IWM iShares Russell 2000 ETF
-0.31%
-$423.69 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.3%
-$21,027.84 
SRE Sempra
-0.29%
-$46 
BRK-A Berkshire Hathaway Inc.
-0.29%
-$2,344.75 
IJR iShares Core S&P Small-Cap ETF
-0.28%
-$1,096.52 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.28%
-$269.78 
JCPI JPMorgan Inflation Managed Bond ETF
-0.28%
-$405.6 
OEF iShares S&P 100 ETF
-0.26%
-$239.58 
BRK-B Berkshire Hathaway Inc.
-0.26%
-$51.12 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.23%
-$203.36 
EQIN Columbia U.S. Equity Income ETF
-0.23%
-$602.91 
SPBO State Street SPDR Portfolio Corporate Bond ETF
-0.23%
-$110.24 
VTI Vanguard Total Stock Market ETF
-0.2%
-$640.18 
VWO Vanguard FTSE Emerging Markets ETF
-0.19%
-$39.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.19%
-$3,431.96 
AVLC Avantis U.S. Large Cap Equity ETF
-0.18%
-$236.12 
SPEM SPDR Portfolio Emerging Markets ETF
-0.18%
-$8,890.29 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
-0.18%
-$5,923.44 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.17%
-$23 
IVV iShares Core S&P 500 ETF
-0.17%
-$1,137.81 
GPIX Goldman Sachs S&P 500 Premium Income ETF
-0.16%
-$728.1 
BINC iShares Flexible Income Active ETF
-0.16%
-$11.03 
XYLD Global X S&P 500 Covered Call ETF
-0.16%
-$123.5 
HYDB iShares High Yield Systematic Bond ETF
-0.16%
-$3.85 
AAPL Apple Inc.
-0.15%
-$303.62 
SPAB State Street SPDR Portfolio Aggregate Bond ETF
-0.14%
-$45.01 
AVUV Avantis U.S. Small Cap Value ETF
-0.12%
-$16.35 
IUSB iShares Core Universal USD Bond ETF
-0.12%
-$38.72 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.12%
-$12,657.73 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$1,847.59 
SPTI State Street SPDR Portfolio Intermediate Term Treasury ETF
-0.11%
-$20,438.52 
SUSA iShares ESG Optimized MSCI USA ETF
-0.1%
-$6.15 
MGC Vanguard Morningstar Mega Cap ETF
-0.09%
-$8.74 
IIGD Invesco Investment Grade Defensive ETF
-0.07%
-$78.82 
WELL Welltower Inc.
-0.05%
-$7.04 
DHI D.R. Horton, Inc.
-0.03%
-$16 
SPMB State Street SPDR Portfolio Mortgage Backed Bond ETF
-0.02%
-$2,473.25 
IUSG iShares Core S&P U.S. Growth ETF
-0.02%
-$128.36 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.02%
-$15.12 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$7.85 Events
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Dividends
Dividend Analysis
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| Trades 580 | Longs Won 430/580 74% | Profit Factor 6.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $334,299.51 |
| Average Win $60,437.8 | Best Trade (Oct 14) $7.44M | Sharpe Ratio -11.91 |
| Average Loss -$27,171.75 | Worst Trade (Oct 14) -$696,183.4 | Z-Score 7.06 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 3d | Expectancy $37,780.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,319 | 4,787 | 4,255 | 3,723 | 3,191 | 2,660 | 2,128 | 1,596 | 1,064 | 532 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 584 | $146,250.79 | $203,056.86 | - | $56,806.07 | 38.84% | -0.149% |
| ABT Abbott Laboratories | 83 | $11,117 | $8,534.89 | - | -$2,582.11 | -23.23% | +0.312% |
| AGI Alamos Gold Inc. Class A Common Shares | 33 | $609 | $984.06 | - | $375.06 | 61.59% | -1.584% |
| AIQ Global X Artificial Intelligence & Technology ETF | 1,439 | $56,559.32 | $89,843.96 | - | $33,284.64 | 58.85% | +0.588% |
| AMD Advanced Micro Devices Inc. | 112 | $22,784 | $58,115.23 | - | $35,331.23 | 155.07% | +2.157% |
| AMZN Amazon.com Inc | 98 | $20,410 | $24,410.33 | - | $4,000.33 | 19.6% | -0.517% |
| AVDE Avantis International Equity Fund Institutional Class | 706 | $62,977 | $62,622.2 | - | -$354.8 | -0.56% | -0.605% |
| AVEM Avantis Emerging Markets Equity ETF | 447 | $43,097 | $39,047.68 | - | -$4,049.32 | -9.4% | +0.132% |
| AVGO Broadcom Inc. | 273 | $63,404.71 | $89,052.6 | - | $25,647.89 | 40.45% | +0.916% |
| AVLC Avantis U.S. Large Cap Equity ETF | 1,431 | $128,770 | $129,298 | - | $528 | 0.41% | -0.182% |
| AVLV Avantis U.S. Large Cap Value ETF | 550 | $50,196 | $51,161 | - | $965 | 1.92% | -0.577% |
| AVUV Avantis U.S. Small Cap Value ETF | 109 | $13,608 | $13,289.28 | - | -$318.72 | -2.34% | -0.123% |
| BA The Boeing Company | 44 | $8,756.96 | $8,182.9 | - | -$574.06 | -6.56% | -0.84% |
| BAC Bank of America Corporation | 585 | $25,731.25 | $29,700.45 | - | $3,969.2 | 15.43% | -0.607% |
| BAX Baxter International Inc. | 73 | $2,129 | $1,860.04 | - | -$268.96 | -12.63% | -0.663% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 12,955 | $1.19M | $1.19M | - | $1,348.89 | 0.11% | +0.044% |
| BILS State Street SPDR Bloomberg 3-12 Month T-Bill ETF | 9,073 | $899,824.49 | $901,130.36 | - | $1,305.87 | 0.15% | +0.02% |
| BINC iShares Flexible Income Active ETF | 138 | $7,181.56 | $6,986.95 | - | -$194.61 | -2.71% | -0.158% |
| BLK BlackRock, Inc. | 31 | $31,748 | $34,951.72 | - | $3,203.72 | 10.09% | -0.863% |
| BRK-A Berkshire Hathaway Inc. | 1 | $680,920 | $818,155.25 | - | $137,235.25 | 20.15% | -0.286% |
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FAQ
Which stocks have generated the highest profits for Brandon Collier?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR Portfolio S&P 500 Growth ETF - $1.66M, State Street Technology Select Sector SPDR ETF - $1.09M, State Street SPDR Portfolio Intermediate Term Treasury ETF - $916,398, State Street SPDR Portfolio Mortgage Backed Bond ETF - $815,101.78, and State Street SPDR Portfolio Developed World ex-US ETF - $756,061.82. 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: iShares S&P 500 Growth ETF - $675,913.39, iShares Core S&P 500 ETF - $321,307.89, State Street SPDR Portfolio S&P 500 ETF - $317,692.6, iShares U.S. Equity Factor Rotation Active ETF - $293,339.11, and iShares U.S. Technology ETF - $281,185.22. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brandon Collier's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.33M earned over time. The largest contributors to dividend income include State Street SPDR Portfolio Intermediate Term Treasury ETF - $916,398, State Street SPDR Portfolio Mortgage Backed Bond ETF - $780,339.98, SPDR Portfolio Intermediate Term Corporate Bond ETF - $670,173.48, State Street SPDR Portfolio Developed World ex-US ETF - $491,550.31, and State Street SPDR Portfolio S&P 500 Value ETF - $385,558.53. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brandon Collier's monthly returns?
Brandon Collier'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 Brandon Collier's strategy be considered aggressive or moderate?
Brandon Collier'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 Brandon Collier's strategy?
Brandon Collier'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.
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