Amy Ardeel Portfolio
Invests via Icon Wealth Advisors LLC | Managed by Adam Reback
Invests via Icon Wealth Advisors LLC
Managed by Adam Reback
Automatically Tracked
Amy Ardeel Profile
Amy Ardeel is a recognized leader in the technology sector, renowned for her pioneering work at the intersection of innovation and enterprise solutions. With extensive experience in developing strategic initiatives for tech startups, she has played an instrumental role in driving market expansion and operational efficiency across diverse platforms. Her background includes leadership positions that leverage cross-functional teams to enhance product offerings while meeting consumer demands. This commitment to fostering technological advancement not only underscores her relevance within venture capital discussions but also positions her as a vital contributor to entrepreneurial ecosystems looking for transformative growth.
Amy Ardeel is a recognized leader in the technology sector, renowned for her pioneering work at the intersection of innovation and enterprise solutions. With extensive experience in developing strategic initiatives for tech startups, she has played an instrumental role in driving market expansion and operational efficiency across diverse platforms. Her background includes leadership positions that leverage cross-functional teams to enhance product offerings while meeting consumer demands. This commitment to fostering technological advancement not only underscores her relevance within venture capital discussions but also positions her as a vital contributor to entrepreneurial ecosystems looking for transformative growth.
Investment Philosophy & Strategy
Identifying emerging technology trends serves as a focal point for investment decisions. Amy Ardeel employs her deep understanding of the sector to navigate opportunities that leverage innovation and scalability. By concentrating on businesses that demonstrate a strong potential for operational improvement, she seeks to elevate underperforming assets through strategic insights and market positioning. Her entrepreneurial mindset fosters an agile approach, allowing quick adaptations to shifting consumer preferences and technological disruptions. This multifaceted strategy not only capitalizes on growth but also ensures sustainable competitive advantages in rapidly evolving environments.
Identifying emerging technology trends serves as a focal point for investment decisions. Amy Ardeel employs her deep understanding of the sector to navigate opportunities that leverage innovation and scalability. By concentrating on businesses that demonstrate a strong potential for operational improvement, she seeks to elevate underperforming assets through strategic insights and market positioning. Her entrepreneurial mindset fosters an agile approach, allowing quick adaptations to shifting consumer preferences and technological disruptions. This multifaceted strategy not only capitalizes on growth but also ensures sustainable competitive advantages in rapidly evolving environments.
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:
47.37%
Gain -0.6%
Monthly
1.27%
Yearly
16.32%
Drawdown
17.34%
$1.59B
Equity
Holdings
$1.59B
Investment
$1.35B
$709.05M
Profit -$8.34M
Realized
$472.99M
Unrealized
$236.06M
Dividends
$96.58M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.6%
Profit
-$8.34M
Win %
71%
This Week
Compared To Last Week
Gain
-0.52%
Profit
-$8.34M
Win %
71%
This Month
Compared to last month
Gain
-1.15%
Profit
-$18.5M
Win %
71%
This Year
Compared to last year
Gain
9.21%
Profit
$133.74M
Win %
70%
BE Bloom Energy Corporation
+11.15%
+$279,783.42 
TER Teradyne, Inc.
+9.46%
+$58,985.64 
WDC Western Digital Corporation
+9.09%
+$65,460.64 
STX Seagate Technology Holdings plc
+7.21%
+$66,984.51 
AMAT Applied Materials, Inc.
+6.9%
+$90,878.5 
MU Micron Technology, Inc.
+6.31%
+$94,641.72 
INTC Intel Corporation
+5.18%
+$134,069.62 
FCX Freeport-McMoRan Inc.
+4.73%
+$24,141.52 
OKLO Oklo Inc.
+4.67%
+$7,723.14 
AUTL Autolus Therapeutics plc American Depositary Receipt
+4.64%
+$975 
MFG Mizuho Financial Group Inc. ADR
+4.52%
+$6,853.89 
NVS Novartis AG Sponsored ADR
+4.5%
+$30,107.84 
AMD Advanced Micro Devices, Inc.
+4.43%
+$75,318.53 
EXK Endeavour Silver Corp.
+4.33%
+$4,956.25 
BAI iShares A.I. Innovation and Tech Active ETF
+4.29%
+$1.32M 
HL Hecla Mining Company
+3.99%
+$9,464.85 
WPM Wheaton Precious Metals Corp.
+3.89%
+$11,569.56 
TFPM Triple Flag Precious Metals Corp
+3.78%
+$7,703.51 
ANET Arista Networks, Inc.
+3.68%
+$25,904.34 
GM General Motors Company
+3.63%
+$21,675.5 
GLW Corning Incorporated
+3.62%
+$52,908.15 
SOXX iShares Semiconductor ETF
+3.61%
+$15,663.38 
KLAC KLA Corporation
+3.57%
+$9,423.4 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+3.32%
+$8,025.13 
MPWR Monolithic Power Systems, Inc.
+3.31%
+$50,534.96 
SCM Stellus Capital Investment Corporation
+3.22%
+$31,111.87 
ORCL Oracle Corporation
+3.22%
+$111,007.43 
ASML ASML Holding N.V. New York Registry Shares
+2.99%
+$103,675.86 
VRT Vertiv Holdings Co
+2.86%
+$23,794.02 
EMXC iShares MSCI Emerging Markets ex China ETF
+2.83%
+$48,541.78 
GBTC Grayscale Bitcoin Trust ETF
+2.79%
+$6,246.63 
TSLA Tesla, Inc.
+2.78%
+$118,775 
IBIT iShares Bitcoin Trust
+2.78%
+$22,964.1 
LRCX Lam Research Corporation
+2.75%
+$142,390.62 
ILMN Illumina, Inc.
+2.69%
+$35,111.84 
TXN Texas Instruments Inc
+2.62%
+$101,686.98 
MTUM iShares MSCI USA Momentum Factor ETF
+2.58%
+$672,801.52 
FET Forum Energy Technologies Inc.
+2.56%
+$78,804.9 
BMNR Bitmine Immersion Technologies, Inc.
+2.44%
+$4,678.97 
UNH UnitedHealth Group Incorporated
+2.43%
+$231,404 
TEM Tempus AI, Inc.
+2.38%
+$13,402.1 
GS The Goldman Sachs Group, Inc.
+2.34%
+$6,409 
LIEN Chicago Atlantic BDC Inc.
+2.3%
+$3,136.1 
MS Morgan Stanley
+2.29%
+$36,963.08 
ISRG Intuitive Surgical, Inc.
+2.21%
+$19,220.41 
APH Amphenol Corporation
+2.18%
+$4,490.32 
CAT Caterpillar Inc.
+2.15%
+$29,534.07 
MCHP Microchip Technology Incorporated
+2.11%
+$13,096.8 
IEMG iShares Core MSCI Emerging Markets ETF
+2.08%
+$1.12M 
CMI Cummins Inc.
+2.03%
+$100,451 
BBJP JPMorgan BetaBuilders Japan Fund
+2.03%
+$16,866.08 
IXN iShares Global Tech ETF
+1.93%
+$62,497.04 
PR Permian Resources Corporation
+1.92%
+$22,467.12 
ESI Element Solutions Inc.
+1.92%
+$3,492.3 
HSBC HSBC Holdings plc Sponsored ADR
+1.82%
+$6,202.8 
BDN Brandywine Realty Trust
+1.78%
+$2,703.09 
NUE Nucor Corporation
+1.77%
+$20,163.7 
AZN AstraZeneca PLC American Depositary Shares
+1.72%
+$14,851.84 
XLK State Street Technology Select Sector SPDR ETF
+1.69%
+$22,291.78 
HWM Howmet Aerospace Inc.
+1.61%
+$4,480.74 
UPS United Parcel Service, Inc.
+1.61%
+$21,978.32 
TEL TE Connectivity plc
+1.58%
+$48,079.38 
EXPD Expeditors International of Washington, Inc.
+1.57%
+$9,739.89 
RIO Rio Tinto Plc Sponsored ADR
+1.57%
+$3,159.68 
NXPI NXP Semiconductors N.V.
+1.56%
+$3,511.18 
BEN Franklin Resources Inc.
+1.55%
+$37,151.5 
CORO Ishares International Country Rotational Active ETF
+1.51%
+$38,616.86 
HON Honeywell International Inc.
+1.49%
+$11,887.68 
FSK FS KKR Capital Corp.
+1.47%
+$27,471.52 
BG Bunge Global S.A.
+1.45%
+$4,054.75 
IAU iShares Gold Trust
+1.41%
+$76,053.94 
GLD SPDR Gold Shares
+1.41%
+$4,802.92 
VWO Vanguard FTSE Emerging Markets ETF
+1.4%
+$9,656.82 
IGM iShares Expanded Tech Sector ETF
+1.39%
+$29,789.76 
VIK Viking Holdings Ltd
+1.37%
+$5,607.28 
MRK Merck & Co., Inc.
+1.37%
+$25,938.6 
SAN Banco Santander S.A. Sponsored ADR
+1.35%
+$3,103.74 
DOW Dow Inc.
+1.35%
+$3,491.15 
AVGO Broadcom Inc.
+1.32%
+$143,485 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.31%
+$11,568.61 
IXUS iShares Core International Stock ETF
+1.29%
+$10,047.6 
WTTR Select Water Solutions Inc.
+1.27%
+$163,687.94 
VEU Vanguard FTSE All-World ex-US ETF
+1.27%
+$4,144.72 
EFG iShares MSCI EAFE Growth ETF
+1.26%
+$437,283.77 
IETC iShares U.S. Tech Independence Fund
+1.24%
+$5,982.19 
ETN Eaton Corporation plc
+1.23%
+$62,911.73 
GSBD Goldman Sachs BDC Inc.
+1.21%
+$7,821.35 
CVS CVS Health Corporation
+1.2%
+$6,013.98 
VNT Vontier Corporation
+1.19%
+$9,734.45 
BLCR iShares Large Cap Core ACT ETF
+1.19%
+$254,242 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.19%
+$11,782.57 
JPM JPMorgan Chase & Co.
+1.18%
+$137,751.08 
IWP iShares Russell Mid-Cap Growth ETF
+1.17%
+$6,728.16 
IWO iShares Russell 2000 Growth ETF
+1.15%
+$3,513.7 
QQQ Invesco QQQ Trust, Series 1
+1.14%
+$12,831.04 
XOM Exxon Mobil Corporation
+1.14%
+$257,542.48 
FNDF Schwab Fundamental International Large Company Index ETF
+1.14%
+$3,854.41 
TROW T. Rowe Price Group, Inc.
+1.13%
+$9,240 
UAL United Airlines Holdings, Inc.
+1.13%
+$3,559.08 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.12%
+$2,975.21 
HEFA iShares Currency Hedged MSCI EAFE ETF
+1.12%
+$7,290.96 
IYW iShares U.S. Technology ETF
+1.11%
+$42,474.36 
BDJ BlackRock Enhanced Equity Dividend Trust
+1.1%
+$1,638 
CSCO Cisco Systems, Inc.
+1.09%
+$93,303.1 
EFA iShares MSCI EAFE ETF
+1.09%
+$3,605.28 
EOG EOG Resources, Inc.
+1.09%
+$42,600.86 
EFV iShares MSCI EAFE Value ETF
+1.05%
+$518,808.62 
GE General Electric Company
+1.05%
+$15,333.15 
IEFA iShares Core MSCI EAFE ETF
+1.05%
+$19,174 
OBDC Blue Owl Capital Corporation
+1.01%
+$7,778.76 
LLY Eli Lilly and Company
+1.01%
+$97,381.1 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+0.98%
+$5,122.92 
IDCC InterDigital, Inc.
+0.98%
+$2,020 
PH Parker-Hannifin Corporation
+0.98%
+$3,115.51 
GEV GE Vernova Inc.
+0.96%
+$6,485.36 
EMR Emerson Electric Co.
+0.95%
+$8,066.5 
IWF iShares Russell 1000 Growth ETF
+0.95%
+$231,026.24 
QCOM QUALCOMM Incorporated
+0.94%
+$13,142.84 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.93%
+$7,634.59 
BXSL Blackstone Secured Lending Fund
+0.9%
+$16,393.23 
BBEU JPMorgan BetaBuilders Europe Fund
+0.89%
+$4,290.12 
ABBV AbbVie Inc.
+0.87%
+$78,155.13 
AMGN Amgen Inc.
+0.86%
+$6,707.04 
MSDL Morgan Stanley Direct Lending Corp.
+0.85%
+$2,263.56 
APO Apollo Global Management, Inc.
+0.81%
+$22,115.52 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.78%
+$516,157.72 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.78%
+$115,440.08 
THRO iShares U.S. Thematic Rotation Active ETF
+0.76%
+$215,130.88 
WFC Wells Fargo & Company
+0.75%
+$7,064.85 
VTR Ventas Inc.
+0.72%
+$4,816.89 
SAIA Saia, Inc.
+0.71%
+$3,881.54 
ITA iShares U.S. Aerospace & Defense ETF
+0.71%
+$19,256.94 
BAC Bank of America Corporation
+0.7%
+$57,672.93 
JCI Johnson Controls International plc
+0.7%
+$2,330.91 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.68%
+$453,491.92 
PFE Pfizer Inc.
+0.65%
+$10,886.24 
COP ConocoPhillips
+0.64%
+$7,558.36 
BA Boeing Company
+0.61%
+$19,104.61 
SHEL Shell plc
+0.59%
+$4,151.4 
FEX First Trust Large Cap Core Fund A
+0.58%
+$2,815.2 
SW Smurfit WestRock PLC
+0.57%
+$3,932.74 
BALI iShares Adaptive Large Cap ETF
+0.56%
+$2,450.62 
MGK Vanguard Mega Cap Growth ETF
+0.56%
+$12,675.48 
NVDA NVIDIA Corporation
+0.55%
+$175,013.7 
VUG Vanguard Growth ETF
+0.55%
+$67,916.97 
XLI Industrial Select Sector SPDR Fund
+0.54%
+$6,836.06 
BLK BlackRock, Inc.
+0.53%
+$11,665.34 
REGN Regeneron Pharmaceuticals, Inc.
+0.53%
+$4,463.15 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.52%
+$21,743.66 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.51%
+$11,735.37 
ESGU iShares ESG Aware MSCI USA ETF
+0.51%
+$13,700.77 
IVV iShares Core S&P 500 ETF
+0.5%
+$700,508.92 
JNJ Johnson & Johnson
+0.5%
+$34,034.57 
SNPS Synopsys, Inc.
+0.5%
+$5,012.08 
AVUV Avantis U.S. Small Cap Value ETF
+0.49%
+$1,356.64 
IWN iShares Russell 2000 Value ETF
+0.48%
+$1,831.84 
GD General Dynamics Corporation
+0.48%
+$15,827.67 
FPF First Trust Intermediate Duration Preferred & Income Fund
+0.47%
+$899.98 
IJH iShares Core S&P Mid-Cap ETF
+0.47%
+$1,228.85 
PAVE Global X U.S. Infrastructure Development ETF
+0.47%
+$1,349.92 
SPY SPDR S&P 500 ETF Trust
+0.46%
+$91,553.05 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.46%
+$2,396.52 
MAIN Main Street Capital Corporation
+0.46%
+$2,500 
BBAX JPMorgan BetaBuilders Developed Markets ETF
+0.45%
+$2,061.64 
VOO Vanguard S&P 500 ETF
+0.45%
+$5,274.63 
VTV Vanguard Value ETF
+0.45%
+$4,683.42 
PWR Quanta Services Inc.
+0.45%
+$6,359.07 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.44%
+$3,641.04 
BX Blackstone Inc.
+0.42%
+$1,133.08 
IXC iShares Global Energy ETF
+0.42%
+$950.17 
MAR Marriott International Inc. - Class A
+0.4%
+$2,299.42 
SPG Simon Property Group, Inc.
+0.39%
+$1,436.46 
AMRZ Amrize Ltd.
+0.39%
+$2,672.35 
OEF iShares S&P 100 ETF
+0.38%
+$7,034.79 
QUAL iShares MSCI USA Quality Factor ETF
+0.38%
+$127,364.04 
ODFL Old Dominion Freight Line, Inc.
+0.37%
+$1,376 
IGRO iShares International Dividend Growth ETF
+0.37%
+$2,525.16 
XLV Health Care Select Sector SPDR Fund
+0.36%
+$1,090.4 
SCHW Charles Schwab Corporation
+0.33%
+$5,251.12 
PSX Phillips 66
+0.33%
+$7,062.48 
BBCA JPMorgan BetaBuilders Canada ETF
+0.32%
+$1,703.36 
CB Chubb Limited
+0.28%
+$1,589.83 
XJUN FT Vest U.S. Equity Enhanced Fund
+0.27%
+$1,070.29 
FAUG FT Vest U.S. Equity Buffer ETF
+0.24%
+$4,516.88 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.23%
+$2,166.47 
BKR Baker Hughes Company
+0.22%
+$705.48 
VIG Vanguard Dividend Appreciation ETF
+0.21%
+$1,462.98 
SPFI South Plains Financial Inc.
+0.2%
+$1,732.5 
GJUN FT Vest US Equity Moderate Fund
+0.2%
+$1,809.64 
IVE ISHARES S&P 500 VALUE ETF
+0.2%
+$125,326.8 
VRTX Vertex Pharmaceuticals Incorporated
+0.17%
+$3,087.3 
XLF Financial Select Sector SPDR Fund
+0.17%
+$1,024.58 
CVX Chevron Corporation
+0.16%
+$35,819.88 
SF Stifel Financial Corp.
+0.15%
+$439.08 
NFLX Netflix, Inc.
+0.15%
+$3,326 
NVO Novo Nordisk A/S Sponsored ADR
+0.14%
+$1,154.3 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.14%
+$418.88 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.14%
+$458.54 
HLT Hilton Worldwide Holdings Inc.
+0.14%
+$803.44 
RSP Invesco S&P 500 Equal Weight ETF
+0.13%
+$987.12 
ITW Illinois Tool Works Inc.
+0.12%
+$1,667.2 
NLY Annaly Capital Management, Inc.
+0.11%
+$442.98 
TT Trane Technologies plc
+0.1%
+$247.95 
META Meta Platforms Inc Class A
+0.09%
+$6,948.06 
DGRO iShares Core Dividend Growth ETF
+0.09%
+$1,263.73 
IWS iShares Russell Mid-Cap Value ETF
+0.09%
+$442.82 
UBER Uber Technologies, Inc.
+0.08%
+$552.97 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
+0.07%
+$189.72 
IWD iShares Russell 1000 Value ETF
+0.07%
+$3,119.94 
JBHT J.B. Hunt Transport Services, Inc.
+0.06%
+$861.9 
NAD Nuveen Quality Municipal Income Fund
+0.04%
+$61.23 
BSM Black Stone Minerals, L.P.
+0.04%
+$339.94 
STWD Starwood Property Trust Inc.
+0.03%
+$229.74 
STEL Stellar Bancorp Inc.
+0.03%
+$110.88 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$51.86 
BINC iShares Flexible Income Active ETF
+0.01%
+$1,355.63 
GRMN Garmin Ltd.
0%
+$98.25 
33739E116
0%
$0 
75513E105
0%
$0 
89417E113
0%
$0 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
CLOA iShares AAA CLO ETF
0%
$0 
CWS AdvisorShares Focused Equity ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FJUN FT Vest US Equity Buffer ETF - June
0%
$0 
HIMU
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MSCI MSCI Inc.
-11.35%
-$49,374.24 
CRWD CrowdStrike Holdings, Inc.
-3.47%
-$21,055.84 
NOC Northrop Grumman Corporation
-2.98%
-$13,523.04 
CLH Clean Harbors Inc.
-2.75%
-$9,581.89 
SPGI S&P Global Inc.
-2.64%
-$35,016.75 
ADBE Adobe Inc.
-2.39%
-$7,879.24 
POOL Pool Corporation
-2.36%
-$16,026.78 
CSGP CoStar Group, Inc.
-2.19%
-$4,883.45 
BR Broadridge Financial Solutions, Inc.
-2.1%
-$5,063.77 
SQ Block, Inc.
-1.94%
-$7,542.92 
WM Waste Management, Inc.
-1.93%
-$6,938.05 
FDS FactSet Research Systems Inc.
-1.9%
-$4,421.96 
PGR Progressive Corporation
-1.89%
-$20,128.14 
TMUS T-Mobile US, Inc.
-1.87%
-$7,971.6 
SYF Synchrony Financial
-1.76%
-$4,353.75 
ROST Ross Stores, Inc.
-1.69%
-$17,871.21 
CME CME Group Inc.
-1.67%
-$36,264.5 
NOW ServiceNow, Inc.
-1.67%
-$5,978 
CRM Salesforce Inc
-1.66%
-$17,030.15 
SHOP Shopify Inc.
-1.61%
-$45,110.5 
TJX The TJX Companies, Inc.
-1.61%
-$17,948.33 
SYK Stryker Corporation
-1.59%
-$4,938.18 
WMB The Williams Companies, Inc.
-1.5%
-$113,728.88 
PYPL PayPal Holdings Inc
-1.48%
-$3,396.12 
SLB Schlumberger Limited
-1.47%
-$2,831.52 
OKE ONEOK, Inc.
-1.45%
-$108,317.2 
DTM Dt Midstream Inc.
-1.45%
-$5,532.23 
ADSK Autodesk, Inc.
-1.44%
-$14,779.86 
INTU Intuit Inc.
-1.4%
-$14,419.7 
MO Altria Group, Inc.
-1.37%
-$24,766.62 
ADP Automatic Data Processing Inc.
-1.34%
-$38,741.01 
AMT American Tower Corporation
-1.3%
-$8,814.54 
ECL Ecolab Inc.
-1.3%
-$2,732.67 
ACN Accenture plc Class A
-1.28%
-$318,647.76 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$20,439.54 
SCWO 374Water Inc.
-1.24%
-$2,806.55 
MNST Monster Beverage Corporation
-1.24%
-$18,541.34 
MDLZ Mondelez International, Inc.
-1.21%
-$30,416.91 
HD The Home Depot, Inc.
-1.18%
-$56,196.22 
LNG Cheniere Energy Inc.
-1.18%
-$12,167.23 
DDOG Datadog, Inc. Class A Common Stock
-1.15%
-$7,796.19 
UL Unilever PLC Sponsored American Depositary Receipt
-1.11%
-$4,738.23 
LMT Lockheed Martin Corporation
-1.11%
-$3,813.75 
TRGP Targa Resources Corp.
-1.11%
-$63,395.02 
KMI Kinder Morgan, Inc.
-1.1%
-$49,759.92 
SRE Sempra
-1.1%
-$24,645 
YUM Yum! Brands, Inc.
-1.09%
-$3,868.8 
PM Philip Morris International Inc.
-1.07%
-$48,714.88 
ICE Intercontinental Exchange, Inc.
-1.06%
-$8,254.5 
MCD McDonald's Corporation
-1.04%
-$34,180.29 
AMZN Amazon.com Inc
-1.03%
-$225,344.94 
HRL Hormel Foods Corporation
-1.01%
-$5,737.5 
TKO Tko Group Holdings Inc.
-1.01%
-$3,181.36 
GLPI Gaming and Leisure Properties, Inc.
-1%
-$4,421.97 
LOW Lowe's Companies Inc.
-0.99%
-$8,879.62 
MA Mastercard Incorporated
-0.97%
-$34,592.52 
SHW The Sherwin-Williams Company
-0.97%
-$4,499.62 
AON Aon plc
-0.96%
-$3,149.4 
SIRI Sirius XM Holdings Inc.
-0.95%
-$8,709.28 
VICI Vici Properties Inc.
-0.93%
-$18,298.75 
KNTK Kinetik Holdings Inc.
-0.92%
-$3,838.49 
V Visa Inc. Class A
-0.92%
-$80,347.85 
DTE DTE Energy Company
-0.9%
-$4,355.28 
TPYP Tortoise North American Pipeline Fund
-0.89%
-$54,157.35 
CLX The Clorox Company
-0.89%
-$8,107.11 
FAST Fastenal Co.
-0.86%
-$14,954.17 
EIPI FT Energy Income Partners Enhanced Income ETF
-0.85%
-$3,439.76 
MPLX MPLX LP
-0.85%
-$3,476.48 
WMT Walmart Inc.
-0.82%
-$30,228.44 
NKE Nike, Inc. - Class B
-0.82%
-$2,849.59 
BSX Boston Scientific Corporation
-0.8%
-$1,363.25 
PG Procter & Gamble Co
-0.8%
-$30,506.64 
IDXX IDEXX Laboratories, Inc.
-0.79%
-$3,728.56 
CASY Casey's General Stores Inc.
-0.79%
-$3,286.82 
MCK McKesson Corporation
-0.78%
-$5,367.23 
LIN Linde plc
-0.77%
-$14,220.32 
DRI Darden Restaurants, Inc.
-0.75%
-$16,928.81 
TTWO Take-Two Interactive Software, Inc.
-0.73%
-$1,629.76 
BTI British American Tobacco p.l.c. ADR
-0.72%
-$6,865.65 
KMB Kimberly-Clark Corporation
-0.72%
-$8,015.28 
COST Costco Wholesale Corporation
-0.72%
-$18,761.08 
GOOG Alphabet Inc
-0.71%
-$93,577.47 
SO The Southern Company
-0.71%
-$2,943.98 
TRP TC Energy Corporation
-0.71%
-$6,028.06 
UNP Union Pacific Corporation
-0.7%
-$11,752 
GOOGL Alphabet Inc
-0.69%
-$128,666.07 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.69%
-$2,981.45 
WEC WEC Energy Group Inc.
-0.68%
-$11,047.19 
OMF OneMain Holdings Inc.
-0.66%
-$4,036.4 
PLTR Palantir Technologies Inc.
-0.66%
-$4,838.37 
ZTS Zoetis Inc.
-0.66%
-$1,914 
LHX L3Harris Technologies, Inc.
-0.63%
-$1,524.96 
ABNB Airbnb, Inc.
-0.62%
-$1,999.8 
COF Capital One Financial Corporation
-0.62%
-$6,307.84 
MSFT Microsoft Corp.
-0.6%
-$184,100.61 
ALL Allstate Corporation
-0.59%
-$2,491.5 
AEP American Electric Power Company, Inc.
-0.58%
-$1,327.72 
MTN Vail Resorts, Inc.
-0.53%
-$4,733.04 
XLC Communication Services Select Sector SPDR Fund
-0.52%
-$1,468.56 
VZ Verizon Communications Inc.
-0.52%
-$4,184.97 
PEP PepsiCo, Inc.
-0.51%
-$14,832 
ET Energy Transfer L.P.
-0.49%
-$21,934.3 
IBOC International Bancshares Corporation
-0.48%
-$2,733.12 
FTSL First Trust Senior Loan ETF
-0.46%
-$1,103.33 
CALM Cal-Maine Foods Inc.
-0.43%
-$3,297.26 
AMLP Alerian MLP ETF
-0.41%
-$967.05 
EMLP First Trust North American Energy Infrastructure Fund
-0.41%
-$7,380.54 
URI United Rentals, Inc.
-0.41%
-$4,633.86 
FMB First Trust Managed Municipal Fund
-0.35%
-$936.81 
NXP Nuveen Select Tax-Free Income Portfolio
-0.35%
-$508.8 
PPL PPL Corporation
-0.34%
-$6,550.44 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.32%
-$3,146.72 
FVD First Trust Value Line Dividend Index Fund
-0.3%
-$2,463.9 
BRK-B Berkshire Hathaway Inc.
-0.3%
-$25,139.4 
SBUX Starbucks Corporation
-0.28%
-$5,312.8 
TLH iShares 10-20 Year Treasury Bond ETF
-0.27%
-$53,758.96 
MLM Martin Marietta Materials, Inc.
-0.27%
-$688.38 
PAA Plains All American Pipeline, L.P.
-0.27%
-$7,096.57 
KO The Coca-Cola Company
-0.26%
-$4,133.16 
BRK-A Berkshire Hathaway Inc.
-0.25%
-$5,619.03 
MBB iShares MBS ETF
-0.22%
-$28,116.98 
ABT Abbott Laboratories
-0.22%
-$3,384.48 
EPD Enterprise Products Partners L.P.
-0.21%
-$32,200.88 
DE Deere & Company
-0.2%
-$3,677.1 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.2%
-$516.43 
SECU iShares Securitized Income Active ETF
-0.2%
-$505.1 
IEF iShares 7-10 Year Treasury Bond ETF
-0.2%
-$1,325.34 
FITB Fifth Third Bancorp
-0.19%
-$443.85 
CWEN Clearway Energy Inc.
-0.18%
-$622.62 
HIG The Hartford Insurance Group, Inc.
-0.18%
-$3,592.14 
SYSB iShares Systematic Bond ETF
-0.17%
-$1,551.3 
AXP American Express Company
-0.17%
-$3,892.2 
IGEB iShares Investment Grade Corporate Bond ETF
-0.17%
-$1,535.47 
NUV Nuveen Municipal Value Fund, Inc.
-0.16%
-$322.77 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.16%
-$1,053.17 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.16%
-$926.02 
LMUB iShares Long-Term National Muni Bond ETF
-0.16%
-$23,457.28 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$336.35 
AAPL Apple Inc.
-0.15%
-$55,506.57 
GOVT iShares U.S. Treasury Bond ETF
-0.15%
-$19,742.49 
CP Canadian Pacific Kansas City Limited
-0.15%
-$445.34 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
-0.15%
-$1,137.28 
WES Western Midstream Partners, LP
-0.15%
-$990.36 
IUSB iShares Core Universal USD Bond ETF
-0.13%
-$61,665 
T AT&T Inc.
-0.11%
-$797.52 
SEIC SEI Investments Company
-0.11%
-$573.19 
TFC Truist Financial Corporation
-0.1%
-$675.45 
IAGG iShares International Aggregate Bond Fund
-0.09%
-$10,141.74 
MUB iShares National Muni Bond ETF
-0.09%
-$21,830.62 
DIS The Walt Disney Company
-0.09%
-$2,411.2 
PNC The PNC Financial Services Group, Inc.
-0.08%
-$4,216 
SPOT Spotify Technology S.A.
-0.08%
-$189.54 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.08%
-$278.11 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$328.86 
AVB AvalonBay Communities, Inc.
-0.07%
-$1,027.26 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.06%
-$218.13 
USMV iShares MSCI USA Min Vol Factor ETF
-0.05%
-$1,549.8 
NEE NextEra Energy, Inc.
-0.04%
-$1,659.48 
BTT BlackRock Municipal 2030 Target Term Trust
-0.04%
-$168.25 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$182.38 
NET Cloudflare Inc.
-0.04%
-$124.89 
IFRA iShares U.S. Infrastructure
-0.01%
-$39.61 Events
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Dividends
Dividend Analysis
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| Trades 4909 | Longs Won 3178/4909 64% | Profit Factor 4.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.73M |
| Average Win $285,088.53 | Best Trade (Dec 31) $176.24M | Sharpe Ratio -14.5 |
| Average Loss -$113,785.72 | Worst Trade (Jul 24) -$35.79M | Z-Score -10.15 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4w | Expectancy $144,438.43 |
| 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% | 0.16% |
| Consecutive Losing Trades | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
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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FAQ
Which stocks have generated the highest profits for Amy Ardeel?
The largest contributions to the portfolio's profits come from the following stocks: Booking Holdings Inc - $178.47M, iShares Core S&P 500 ETF - $54.24M, Accenture plc Class A - $23.13M, Broadcom Inc - $19.98M, and iShares ESG Aware MSCI USA ETF - $17.99M. 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: Regeneron Pharmaceuticals, Inc - $25.47M, Amgen Inc - $9.84M, Berkshire Hathaway Inc - $8.74M, Eli Lilly and Company - $7.01M, and Procter & Gamble Co - $3.76M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Amy Ardeel's portfolio generate?
The portfolio generates substantial dividend income, with a total of $96.58M earned over time. The largest contributors to dividend income include iShares Core Universal USD Bond ETF - $5.21M, iShares MSCI EAFE Value ETF - $5.17M, iShares Core S&P 500 ETF - $4.98M, Accenture plc Class A - $3.66M, and Enterprise Products Partners L.P - $3.48M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Amy Ardeel's monthly returns?
Amy Ardeel's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Amy Ardeel's strategy be considered aggressive or moderate?
Amy Ardeel'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 Amy Ardeel's strategy?
Amy Ardeel's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
