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:
54.82%
Gain -0.45%
Monthly
1.31%
Yearly
16.86%
Drawdown
17.37%
$1.68B
Equity
Holdings
$1.68B
Investment
$1.43B
$761.64M
Profit -$6.58M
Realized
$515.28M
Unrealized
$246.35M
Dividends
$99.91M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.45%
Profit
-$6.58M
Win %
67%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$6.58M
Win %
67%
This Month
Compared to last month
Gain
-0.75%
Profit
-$12.66M
Win %
67%
This Year
Compared to last year
Gain
1.75%
Profit
$28.9M
Win %
68%
CRWD CrowdStrike Holdings, Inc.
+14.38%
+$229,991.2 
PANW Palo Alto Networks, Inc.
+14.16%
+$167,464.12 
IOT Samsara Inc. Class A Common Stock
+11.93%
+$56,205.76 
NET Cloudflare Inc.
+8.48%
+$46,020 
ADSK Autodesk, Inc.
+7.95%
+$46,518.2 
NOW ServiceNow, Inc.
+7.69%
+$41,799.38 
SPOT Spotify Technology S.A.
+6.53%
+$72,668.58 
ACN Accenture plc Class A
+6.28%
+$1.91M 
INTU Intuit Inc.
+5.55%
+$71,484.84 
TEM Tempus AI, Inc.
+5.14%
+$35,369.89 
ADBE Adobe Inc.
+4.54%
+$22,064.15 
CRM Salesforce Inc
+4.5%
+$24,307.24 
DDOG Datadog, Inc. Class A Common Stock
+4.48%
+$59,510.02 
DRI Darden Restaurants, Inc.
+4.28%
+$104,158.14 
SHOP Shopify Inc.
+4.17%
+$72,428.12 
PLTR Palantir Technologies Inc.
+4.14%
+$41,198.85 
HONA Honeywell Aerospace Inc.
+4.07%
+$23,059.46 
TTWO Take-Two Interactive Software, Inc.
+3.97%
+$8,080.64 
NFLX Netflix, Inc.
+3.87%
+$85,537.2 
BTI British American Tobacco p.l.c. ADR
+3.83%
+$59,454.76 
BR Broadridge Financial Solutions, Inc.
+3.79%
+$10,228.54 
MCK McKesson Corporation
+3.3%
+$15,790.43 
ADP Automatic Data Processing Inc.
+3.1%
+$100,143.14 
GOOGL Alphabet Inc
+3.09%
+$582,033.65 
GOOG Alphabet Inc
+2.97%
+$447,382.83 
BMNR Bitmine Immersion Technologies, Inc.
+2.96%
+$12,249.22 
META Meta Platforms Inc Class A
+2.85%
+$173,300.58 
UL Unilever PLC Sponsored American Depositary Receipt
+2.71%
+$6,657.84 
AZO AutoZone Inc.
+2.6%
+$5,166.03 
CSGP CoStar Group, Inc.
+2.52%
+$5,535.44 
SYK Stryker Corporation
+2.43%
+$6,970.98 
IBIT iShares Bitcoin Trust
+2.42%
+$23,700.54 
ISRG Intuitive Surgical, Inc.
+2.39%
+$23,735.07 
MO Altria Group, Inc.
+2.3%
+$7,850.51 
MSFT Microsoft Corp.
+2.3%
+$924,442.92 
WMT Walmart Inc.
+2.27%
+$103,317.05 
WM Waste Management, Inc.
+2.27%
+$13,599.37 
OMC Omnicom Group Inc.
+2.27%
+$10,052.63 
TKO Tko Group Holdings Inc.
+2.27%
+$34,609.3 
XLC Communication Services Select Sector SPDR Fund
+2.22%
+$6,330 
BUD Anheuser-Busch InBev S.A. ADR
+2.15%
+$4,105.92 
DIS The Walt Disney Company
+2.14%
+$98,302.2 
AZN AstraZeneca PLC American Depositary Shares
+2.1%
+$22,999.2 
LLY Eli Lilly and Company
+2.07%
+$212,287.6 
UPS United Parcel Service, Inc.
+2.05%
+$27,651.38 
HOOD Robinhood Markets, Inc.
+2.05%
+$6,119.19 
GM General Motors Company
+2.05%
+$17,016.48 
AVB AvalonBay Communities, Inc.
+2.02%
+$10,621.8 
MCD McDonald's Corporation
+2.02%
+$62,750.4 
T AT&T Inc.
+2%
+$28,241.25 
CLX The Clorox Company
+1.93%
+$34,638.24 
HRL Hormel Foods Corporation
+1.9%
+$33,150 
GLPI Gaming and Leisure Properties, Inc.
+1.88%
+$9,226.85 
VIK Viking Holdings Ltd
+1.83%
+$6,694.27 
SPGI S&P Global Inc.
+1.82%
+$33,338.03 
CALM Cal-Maine Foods Inc.
+1.82%
+$12,576.2 
PM Philip Morris International Inc.
+1.81%
+$108,764.76 
NOC Northrop Grumman Corporation
+1.77%
+$7,940.73 
MNST Monster Beverage Corporation
+1.75%
+$15,096.64 
CME CME Group Inc.
+1.73%
+$49,418.61 
ALL Allstate Corporation
+1.72%
+$7,262.92 
ABBV AbbVie Inc.
+1.7%
+$188,899.74 
NVS Novartis AG Sponsored ADR
+1.69%
+$6,131.76 
MAR Marriott International Inc. - Class A
+1.68%
+$14,765.52 
DHR Danaher Corporation
+1.61%
+$4,601.38 
COST Costco Wholesale Corporation
+1.61%
+$40,887.36 
SW Smurfit WestRock PLC
+1.57%
+$10,965.68 
ORLY O'Reilly Automotive Inc.
+1.56%
+$3,438.96 
EL The Estée Lauder Companies Inc. Class A
+1.53%
+$4,271.83 
LHX L3Harris Technologies, Inc.
+1.5%
+$3,159.88 
REGN Regeneron Pharmaceuticals, Inc.
+1.48%
+$7,313.3 
XLV Health Care Select Sector SPDR Fund
+1.46%
+$4,549.6 
KMB Kimberly-Clark Corporation
+1.45%
+$14,921.17 
PGR Progressive Corporation
+1.43%
+$20,963.28 
VZ Verizon Communications Inc.
+1.43%
+$25,898.45 
LULU lululemon athletica inc.
+1.39%
+$5,996.1 
UNH UnitedHealth Group Incorporated
+1.31%
+$128,255.92 
HLT Hilton Worldwide Holdings Inc.
+1.29%
+$6,819.8 
UBER Uber Technologies, Inc.
+1.28%
+$10,796.2 
JBHT J.B. Hunt Transport Services, Inc.
+1.27%
+$18,250.98 
NVO Novo Nordisk A/S Sponsored ADR
+1.2%
+$7,974.26 
LMT Lockheed Martin Corporation
+1.17%
+$4,063.68 
SNOW Snowflake Inc.
+1.16%
+$3,411.27 
CVS CVS Health Corporation
+1.12%
+$4,993.66 
SIRI Sirius XM Holdings Inc.
+1.11%
+$9,789.98 
KO The Coca-Cola Company
+1.11%
+$23,933.56 
ZTS Zoetis Inc.
+1.11%
+$3,807.81 
LOW Lowe's Companies Inc.
+1.09%
+$9,419.11 
ODFL Old Dominion Freight Line, Inc.
+1.09%
+$3,214.42 
IDXX IDEXX Laboratories, Inc.
+1.07%
+$4,228.19 
V Visa Inc. Class A
+1.06%
+$99,530.79 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$92,834 
USO United States Oil Fund, LP
+1.04%
+$11,270 
AMGN Amgen Inc.
+1.03%
+$8,330.38 
IBOC International Bancshares Corporation
+1.03%
+$5,466.24 
HD The Home Depot, Inc.
+1.01%
+$50,326.18 
CASY Casey's General Stores Inc.
+0.97%
+$2,858.45 
ABT Abbott Laboratories
+0.94%
+$17,708.16 
CP Canadian Pacific Kansas City Limited
+0.91%
+$4,397.49 
ILMN Illumina, Inc.
+0.9%
+$10,814.04 
VNT Vontier Corporation
+0.9%
+$8,317.49 
CB Chubb Limited
+0.9%
+$7,853.76 
AXP American Express Company
+0.89%
+$23,737.78 
BKNG Booking Holdings Inc.
+0.87%
+$5,802.93 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$19,817.82 
VRTX Vertex Pharmaceuticals Incorporated
+0.81%
+$9,542.94 
FSK FS KKR Capital Corp.
+0.8%
+$15,520.34 
LIEN Chicago Atlantic BDC Inc.
+0.79%
+$1,140.4 
TRV The Travelers Companies, Inc.
+0.78%
+$28,623.07 
HIG The Hartford Insurance Group, Inc.
+0.76%
+$5,188.11 
SHW The Sherwin-Williams Company
+0.76%
+$5,411.92 
DE Deere & Company
+0.74%
+$16,364.08 
PYPL PayPal Holdings Inc
+0.72%
+$1,958.11 
TRP TC Energy Corporation
+0.69%
+$5,228.16 
VICI Vici Properties Inc.
+0.69%
+$12,872.91 
BXSL Blackstone Secured Lending Fund
+0.68%
+$12,545.94 
DASH DoorDash, Inc.
+0.67%
+$2,084.05 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.67%
+$1,027.79 
SYY Sysco Corporation
+0.66%
+$7,789.65 
USMV iShares MSCI USA Min Vol Factor ETF
+0.62%
+$19,412.2 
MA Mastercard Incorporated
+0.6%
+$26,115.62 
JNJ Johnson & Johnson
+0.59%
+$43,858.12 
URI United Rentals, Inc.
+0.58%
+$6,433.55 
ITW Illinois Tool Works Inc.
+0.58%
+$8,057.4 
AAPL Apple Inc.
+0.55%
+$246,608.49 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.55%
+$5,591.7 
PG Procter & Gamble Co
+0.53%
+$19,970.72 
MRK Merck & Co., Inc.
+0.52%
+$14,478.94 
EOG EOG Resources, Inc.
+0.49%
+$20,798.43 
EXPD Expeditors International of Washington, Inc.
+0.44%
+$1,371.7 
AMCR Amcor plc
+0.41%
+$1,274.35 
DAL Delta Air Lines, Inc.
+0.39%
+$721.06 
SBUX Starbucks Corporation
+0.39%
+$5,973.98 
CFR Cullen/Frost Bankers Inc.
+0.38%
+$1,270.38 
CLH Clean Harbors Inc.
+0.38%
+$1,260.75 
OKLO Oklo Inc.
+0.37%
+$538.51 
TMO Thermo Fisher Scientific Inc.
+0.36%
+$6,331.57 
GD General Dynamics Corporation
+0.33%
+$10,602.99 
IGRO iShares International Dividend Growth ETF
+0.32%
+$2,760.61 
OMF OneMain Holdings Inc.
+0.29%
+$2,274.66 
FVD First Trust Value Line Dividend Index Fund
+0.28%
+$2,217.51 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+0.24%
+$1,105.26 
FAST Fastenal Co.
+0.21%
+$4,062.24 
BABA Alibaba Group Holding Limited SP ADR
+0.18%
+$529.82 
UNP Union Pacific Corporation
+0.18%
+$3,814.08 
GSBD Goldman Sachs BDC Inc.
+0.16%
+$1,117.34 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.13%
+$23,051.63 
SYF Synchrony Financial
+0.12%
+$320.62 
TJX The TJX Companies, Inc.
+0.11%
+$682.79 
RSP Invesco S&P 500 Equal Weight ETF
+0.11%
+$841.11 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.08%
+$282.66 
ABNB Airbnb, Inc.
+0.08%
+$281.4 
QUAL iShares MSCI USA Quality Factor ETF
+0.08%
+$9,965.7 
TLH iShares 10-20 Year Treasury Bond ETF
+0.08%
+$11,936.7 
PEP PepsiCo, Inc.
+0.07%
+$872.72 
PR Permian Resources Corporation
+0.04%
+$612.78 
PFE Pfizer Inc.
+0.04%
+$885.37 
ICE Intercontinental Exchange, Inc.
+0.04%
+$252.99 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.03%
+$72.54 
STEL Stellar Bancorp Inc.
+0.03%
+$110.88 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$38.9 
CLOA iShares AAA CLO ETF
+0.01%
+$53.55 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.01%
+$860.37 
GOVT iShares U.S. Treasury Bond ETF
+0.01%
+$817.36 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CWS AdvisorShares Focused Equity ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 HIMU
HIMU
0%
$0 
GLW Corning Incorporated
-14.09%
-$284,514.6 
TER Teradyne, Inc.
-12.98%
-$183,666.56 
NOK Nokia Corporation Sponsored ADR
-12.76%
-$20,409.66 
MTSI MACOM Technology Solutions Holdings, Inc.
-12.4%
-$19,601.74 
HPE Hewlett Packard Enterprise Company
-10.19%
-$29,841.35 
LITE Lumentum Holdings Inc.
-9.9%
-$26,057.01 
GEV GE Vernova Inc.
-8.6%
-$95,026.15 
LRCX Lam Research Corporation
-7.87%
-$399,993 
HUT Hut 8 Corp.
-7.69%
-$15,170 
ETN Eaton Corporation plc
-7.51%
-$431,048.03 
Q Qnity Electronics Inc.
-7.19%
-$31,315.05 
VRT Vertiv Holdings Co
-7.17%
-$79,682.39 
MPWR Monolithic Power Systems, Inc.
-7.08%
-$122,800.8 
ESI Element Solutions Inc.
-6.99%
-$10,749.6 
ASML ASML Holding N.V. New York Registry Shares
-6.88%
-$338,018.26 
MRVL Marvell Technology, Inc.
-6.65%
-$16,542.54 
AMAT Applied Materials, Inc.
-6.61%
-$106,681.08 
KLAC KLA Corporation
-6.44%
-$37,632.12 
BE Bloom Energy Corporation
-6.41%
-$225,437.55 
FIX Comfort Systems USA, Inc.
-6.24%
-$10,978.23 
SCWO 374Water Inc.
-5.86%
-$20,588.59 
JCI Johnson Controls International plc
-5.83%
-$18,756.03 
APH Amphenol Corporation
-5.63%
-$29,332.8 
SOXQ Invesco PHLX Semiconductor ETF
-5.49%
-$32,601.8 
ANET Arista Networks, Inc.
-5.4%
-$74,058.6 
BAC Bank of America Corporation
-5.36%
-$461,650.56 
SOXX iShares Semiconductor ETF
-5.34%
-$23,747.32 
INTC Intel Corporation
-5.32%
-$134,175.83 
DELL Dell Technologies Inc.
-5.15%
-$22,513.18 
VST Vistra Corp
-5.01%
-$9,872.88 
AVGO Broadcom Inc.
-4.83%
-$570,982.92 
MU Micron Technology, Inc.
-4.82%
-$141,453.12 
NXPI NXP Semiconductors N.V.
-4.79%
-$20,167.4 
PWR Quanta Services Inc.
-4.57%
-$51,038.43 
SMH VanEck Semiconductor ETF
-4.52%
-$9,358.45 
ADI Analog Devices, Inc.
-4.48%
-$14,106.23 
ORCL Oracle Corporation
-4.38%
-$136,311.28 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-4.31%
-$11,739.53 
CAT Caterpillar Inc.
-4.17%
-$77,611.54 
BKR Baker Hughes Company
-4%
-$13,780.05 
GS The Goldman Sachs Group, Inc.
-3.97%
-$30,195.58 
AMD Advanced Micro Devices, Inc.
-3.87%
-$73,945.98 
EQIX Equinix, Inc.
-3.85%
-$18,119.99 
SNPS Synopsys, Inc.
-3.78%
-$50,390.34 
TT Trane Technologies plc
-3.73%
-$27,472.48 
WDC Western Digital Corporation
-3.71%
-$52,493.73 
MCHP Microchip Technology Incorporated
-3.68%
-$21,547.89 
BAI iShares A.I. Innovation and Tech Active ETF
-3.66%
-$965,755.44 
TEL TE Connectivity plc
-3.64%
-$142,781.68 
MS Morgan Stanley
-3.43%
-$55,704.48 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.15%
-$59,336.06 
NVDA NVIDIA Corporation
-2.84%
-$1.04M 
CWEN Clearway Energy Inc.
-2.84%
-$9,703.14 
CMI Cummins Inc.
-2.84%
-$123,017.61 
FET Forum Energy Technologies Inc.
-2.8%
-$135,719.55 
BHP BHP Group Ltd.
-2.59%
-$6,438.02 
EMR Emerson Electric Co.
-2.53%
-$31,296.65 
PH Parker-Hannifin Corporation
-2.53%
-$15,156.61 
AMRZ Amrize Ltd.
-2.44%
-$13,841.6 
WTTR Select Water Solutions Inc.
-2.4%
-$311,636.66 
IEMG iShares Core MSCI Emerging Markets ETF
-2.37%
-$1.02M 
STX Seagate Technology Holdings plc
-2.31%
-$18,604.58 
FCX Freeport-McMoRan Inc.
-2.29%
-$14,449.95 
IDCC InterDigital, Inc.
-2.29%
-$6,408 
IXN iShares Global Tech ETF
-2.2%
-$75,168.13 
ROK Rockwell Automation, Inc.
-2.17%
-$4,906.38 
BDN Brandywine Realty Trust
-2.16%
-$3,194.55 
MTUM iShares MSCI USA Momentum Factor ETF
-2.14%
-$445,544.55 
SF Stifel Financial Corp.
-2.09%
-$6,060.43 
WES Western Midstream Partners, LP
-2.06%
-$14,490.47 
PAVE Global X U.S. Infrastructure Development ETF
-2.05%
-$5,763.12 
GE General Electric Company
-2.01%
-$31,341.64 
WFC Wells Fargo & Company
-1.93%
-$19,523.06 
DD DuPont de Nemours, Inc.
-1.89%
-$4,483.2 
NUE Nucor Corporation
-1.85%
-$23,593 
TXN Texas Instruments Inc
-1.84%
-$82,814.33 
MLM Martin Marietta Materials, Inc.
-1.79%
-$6,774.45 
JPM JPMorgan Chase & Co.
-1.73%
-$243,985.68 
CSCO Cisco Systems, Inc.
-1.69%
-$139,051.5 
IFRA iShares U.S. Infrastructure
-1.67%
-$7,703.48 
IETC iShares U.S. Tech Independence Fund
-1.6%
-$8,284.5 
PCG PG&E Corporation
-1.56%
-$2,300.28 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.52%
-$9,720.78 
XLK State Street Technology Select Sector SPDR ETF
-1.49%
-$20,925 
LNG Cheniere Energy Inc.
-1.48%
-$16,846.68 
TSLA Tesla, Inc.
-1.44%
-$38,745 
WMB The Williams Companies, Inc.
-1.43%
-$105,553.76 
XLI Industrial Select Sector SPDR Fund
-1.42%
-$17,348.4 
DTM Dt Midstream Inc.
-1.4%
-$4,780.8 
MPLX MPLX LP
-1.37%
-$5,634.22 
SPCX Space Exploration Technologies Corp. Class A
-1.37%
-$8,027.5 
GLD SPDR Gold Shares
-1.35%
-$4,998.01 
SAN Banco Santander S.A. Sponsored ADR
-1.34%
-$3,900 
SPFI South Plains Financial Inc.
-1.32%
-$11,347.87 
RTX RTX Corporation
-1.31%
-$32,933.02 
IAU iShares Gold Trust
-1.3%
-$88,844.43 
SEIC SEI Investments Company
-1.29%
-$3,371.34 
CORO Ishares International Country Rotational Active ETF
-1.28%
-$267,948.45 
BLK BlackRock, Inc.
-1.24%
-$38,582.56 
AMZN Amazon.com Inc
-1.24%
-$318,721.86 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$10,840.5 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$8,185.71 
PAA Plains All American Pipeline, L.P.
-1.15%
-$32,730.6 
IXUS iShares Core International Stock ETF
-1.14%
-$9,352.86 
EFG iShares MSCI EAFE Growth ETF
-1.13%
-$415,741.56 
HSBC HSBC Holdings plc Sponsored ADR
-1.13%
-$2,631.09 
VEU Vanguard FTSE All-World ex-US ETF
-1.12%
-$3,842.92 
BLCR iShares Large Cap Core ACT ETF
-1.12%
-$263,462.59 
PSX Phillips 66
-1.11%
-$32,128.13 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$11,649.7 
TRGP Targa Resources Corp.
-1.11%
-$65,561.04 
ITA iShares U.S. Aerospace & Defense ETF
-1.1%
-$29,937.82 
NAD Nuveen Quality Municipal Income Fund
-1.09%
-$1,468.3 
NINE Nine Energy Service Inc.
-1.05%
-$2,547.27 
STWD Starwood Property Trust Inc.
-1.02%
-$6,398.24 
MFG Mizuho Financial Group Inc. ADR
-1%
-$1,770.31 
DTE DTE Energy Company
-1%
-$3,532.48 
CVX Chevron Corporation
-0.98%
-$250,964.46 
NUV Nuveen Municipal Value Fund, Inc.
-0.97%
-$1,829.03 
HWM Howmet Aerospace Inc.
-0.91%
-$2,200.64 
PPL PPL Corporation
-0.9%
-$16,742.78 
FPF First Trust Intermediate Duration Preferred & Income Fund
-0.88%
-$1,593.49 
XOM Exxon Mobil Corporation
-0.88%
-$227,335.24 
QCOM QUALCOMM Incorporated
-0.87%
-$9,448.4 
AEP American Electric Power Company, Inc.
-0.85%
-$2,606.1 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$2,159.26 
GPC Genuine Parts Company
-0.81%
-$1,883.5 
IGM iShares Expanded Tech Sector ETF
-0.81%
-$18,332.16 
FNDF Schwab Fundamental International Large Company Index ETF
-0.8%
-$2,603.7 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$42,275.12 
BBJP JPMorgan BetaBuilders Japan Fund
-0.77%
-$6,326.92 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.77%
-$533,009.8 
EIPI FT Energy Income Partners Enhanced Income ETF
-0.75%
-$2,994.55 
AMLP Alerian MLP ETF
-0.73%
-$1,793.34 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.73%
-$2,000.4 
FEX First Trust Large Cap Core Fund A
-0.72%
-$3,561.21 
MSCI MSCI Inc.
-0.71%
-$2,180.39 
NLY Annaly Capital Management, Inc.
-0.71%
-$3,288.95 
IEFA iShares Core MSCI EAFE ETF
-0.7%
-$15,451.8 
BBEU JPMorgan BetaBuilders Europe Fund
-0.7%
-$3,471.05 
COP ConocoPhillips
-0.7%
-$11,028.59 
NEE NextEra Energy, Inc.
-0.67%
-$20,367.6 
APO Apollo Global Management, Inc.
-0.66%
-$28,808.2 
NXP Nuveen Select Tax-Free Income Portfolio
-0.66%
-$915.84 
EFA iShares MSCI EAFE ETF
-0.65%
-$2,237.2 
EMLP First Trust North American Energy Infrastructure Fund
-0.65%
-$11,733.45 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$40,448.81 
IWP iShares Russell Mid-Cap Growth ETF
-0.63%
-$3,647.04 
TROW T. Rowe Price Group, Inc.
-0.61%
-$5,873.4 
COF Capital One Financial Corporation
-0.6%
-$6,480.18 
FITB Fifth Third Bancorp
-0.59%
-$1,881.42 
LIN Linde plc
-0.58%
-$12,870.9 
TPYP Tortoise North American Pipeline Fund
-0.57%
-$33,286.93 
DOW Dow Inc.
-0.57%
-$1,706.11 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
-0.56%
-$4,415.02 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$8,915.15 
IYW iShares U.S. Technology ETF
-0.55%
-$21,684 
VTR Ventas Inc.
-0.55%
-$6,767.39 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$360,081.4 
VOOG Vanguard S&P 500 Growth ETF
-0.54%
-$1,161 
THRO iShares U.S. Thematic Rotation Active ETF
-0.54%
-$110,516.51 
TFC Truist Financial Corporation
-0.51%
-$3,574.59 
POOL Pool Corporation
-0.5%
-$4,644.77 
AMT American Tower Corporation
-0.49%
-$3,686.42 
SHEL Shell plc
-0.47%
-$3,735.66 
ET Energy Transfer L.P.
-0.46%
-$21,911.7 
IX Orix Corporation Sponsored ADR
-0.46%
-$987.35 
ECL Ecolab Inc.
-0.46%
-$994.4 
VTV Vanguard Value ETF
-0.46%
-$6,093.48 
XLF Financial Select Sector SPDR Fund
-0.45%
-$2,753.24 
SRE Sempra
-0.43%
-$8,839.08 
SO The Southern Company
-0.42%
-$3,321.12 
FJUN FT Vest US Equity Buffer ETF - June
-0.41%
-$979.18 
WEC WEC Energy Group Inc.
-0.4%
-$8,190.18 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.38%
-$3,174.24 
IALT iShares Systematic Alternatives Active ETF
-0.37%
-$49,223.13 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.35%
-$2,358.84 
IWO iShares Russell 2000 Growth ETF
-0.35%
-$1,063.19 
EPD Enterprise Products Partners L.P.
-0.35%
-$46,386.81 
FPE First Trust Preferred Securities and Income ETF
-0.34%
-$8,057.7 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$2,375.54 
ESGU iShares ESG Aware MSCI USA ETF
-0.34%
-$9,483.49 
GRMN Garmin Ltd.
-0.34%
-$10,440.11 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$67,688.36 
IVV iShares Core S&P 500 ETF
-0.33%
-$661,962.19 
HCA HCA Healthcare Inc.
-0.33%
-$975.72 
VOO Vanguard S&P 500 ETF
-0.33%
-$4,055.36 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$7,776.45 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$13,846.03 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.31%
-$2,998.8 
GWW W.W. Grainger, Inc.
-0.3%
-$625.32 
OEF iShares S&P 100 ETF
-0.3%
-$5,293.02 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$792.36 
KNTK Kinetik Holdings Inc.
-0.27%
-$2,142.09 
EFV iShares MSCI EAFE Value ETF
-0.25%
-$75,308.18 
FAUG FT Vest U.S. Equity Buffer ETF
-0.23%
-$4,197.83 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.22%
-$1,131.69 
GJUN FT Vest US Equity Moderate Fund
-0.21%
-$1,974.15 
LMUB iShares Long-Term National Muni Bond ETF
-0.21%
-$30,351.2 
MAIN Main Street Capital Corporation
-0.2%
-$1,150 
UAL United Airlines Holdings, Inc.
-0.2%
-$591.36 
MTN Vail Resorts, Inc.
-0.19%
-$1,420.47 
BA Boeing Company
-0.19%
-$4,718.8 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
-0.19%
-$390.7 
BALI iShares Adaptive Large Cap ETF
-0.19%
-$685.95 
SCM Stellus Capital Investment Corporation
-0.18%
-$2,033.04 
ROST Ross Stores, Inc.
-0.18%
-$1,845.52 
BX Blackstone Inc.
-0.17%
-$970.38 
VUG Vanguard Growth ETF
-0.17%
-$4,085.47 
MSDL Morgan Stanley Direct Lending Corp.
-0.17%
-$448.2 
MDLZ Mondelez International, Inc.
-0.17%
-$4,361.18 
OKE ONEOK, Inc.
-0.17%
-$12,431.2 
BINC iShares Flexible Income Active ETF
-0.15%
-$11,466.75 
FMB First Trust Managed Municipal Fund
-0.14%
-$368.69 
OBDC Blue Owl Capital Corporation
-0.14%
-$1,139.1 
MGK Vanguard Mega Cap Growth ETF
-0.13%
-$627.24 
BBAX JPMorgan BetaBuilders Developed Markets ETF
-0.12%
-$589.2 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.12%
-$1,235.68 
XJUN FT Vest U.S. Equity Enhanced Fund
-0.11%
-$453.85 
SECU iShares Securitized Income Active ETF
-0.11%
-$229.19 
BTT BlackRock Municipal 2030 Target Term Trust
-0.11%
-$420.62 
IWS iShares Russell Mid-Cap Value ETF
-0.1%
-$522.19 
IVE ISHARES S&P 500 VALUE ETF
-0.1%
-$53,417.98 
BSM Black Stone Minerals, L.P.
-0.09%
-$696.33 
BBCA JPMorgan BetaBuilders Canada ETF
-0.08%
-$402.32 
IAGG iShares International Aggregate Bond Fund
-0.07%
-$265.16 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.07%
-$238.53 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.06%
-$404.6 
IUSB iShares Core Universal USD Bond ETF
-0.06%
-$36,858.53 
FTSL First Trust Senior Loan ETF
-0.06%
-$136.32 
MBB iShares MBS ETF
-0.06%
-$7,597.3 
MUB iShares National Muni Bond ETF
-0.05%
-$12,807.41 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$102.56 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.04%
-$145.42 
IWN iShares Russell 2000 Value ETF
-0.04%
-$269.37 
SPG Simon Property Group, Inc.
-0.04%
-$130.16 
SYSB iShares Systematic Bond ETF
-0.04%
-$322.38 
IEF iShares 7-10 Year Treasury Bond ETF
-0.03%
-$177.94 
IWD iShares Russell 1000 Value ETF
-0.03%
-$1,387.76 
DGRO iShares Core Dividend Growth ETF
-0.03%
-$380.48 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$75.65 
IGEB iShares Investment Grade Corporate Bond ETF
-0.02%
-$126.67 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$50.59 
KMI Kinder Morgan, Inc.
-0.02%
-$645.45 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.01%
-$39.27 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.01%
-$50.92 
SAIA Saia, Inc.
-0.01%
-$44.73 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$19.7 Events
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Dividends
Dividend Analysis
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| Trades 5285 | Longs Won 3504/5285 66% | Profit Factor 4.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.63M |
| Average Win $273,871.33 | Best Trade (Dec 31) $176.24M | Sharpe Ratio -14.79 |
| Average Loss -$111,179.03 | Worst Trade (Aug 18) -$29.48M | Z-Score -7.89 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 4d | Expectancy $144,112.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.06% |
| Consecutive Losing Trades | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 134,758 | $33.81M | $45.02M | - | $11.21M | 33.15% | +0.551% |
| ABBV AbbVie Inc. | 43,276 | $7.73M | $11.32M | - | $3.59M | 46.48% | +1.698% |
| ABNB Airbnb, Inc. | 2,010 | $261,815.8 | $342,363.3 | - | $80,547.5 | 30.76% | +0.082% |
| ABT Abbott Laboratories | 18,446 | $2.13M | $1.9M | - | -$234,312.56 | -10.99% | +0.942% |
| ACN Accenture plc Class A | 165,465 | $58.03M | $32.34M | - | -$25.69M | -44.27% | +6.281% |
| ADBE Adobe Inc. | 1,927 | $650,041.26 | $508,111.36 | - | -$141,929.9 | -21.83% | +4.54% |
| ADI Analog Devices, Inc. | 831 | $330,048.28 | $300,659.95 | - | -$29,388.33 | -8.9% | -4.481% |
| ADP Automatic Data Processing Inc. | 12,022 | $3.36M | $3.33M | - | -$31,950.5 | -0.95% | +3.105% |
| ADSK Autodesk, Inc. | 2,755 | $841,716.52 | $631,680.17 | - | -$210,036.35 | -24.95% | +7.95% |
| AEP American Electric Power Company, Inc. | 2,482 | $275,725.45 | $303,498.96 | - | $27,773.51 | 10.07% | -0.851% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,564 | $252,158.31 | $245,990.16 | - | -$6,168.15 | -2.45% | -0.042% |
| ALL Allstate Corporation | 1,662 | $315,721.92 | $428,928.96 | - | $113,207.04 | 35.86% | +1.722% |
| AMAT Applied Materials, Inc. | 3,536 | $1.33M | $1.51M | - | $179,124.11 | 13.48% | -6.609% |
| AMCR Amcor plc | 7,282 | $315,674.7 | $309,448.59 | - | -$6,226.11 | -1.97% | +0.414% |
| AMD Advanced Micro Devices, Inc. | 3,701 | $679,917.73 | $1.84M | - | $1.16M | 170.07% | -3.871% |
| AMGN Amgen Inc. | 2,136 | $687,512.55 | $814,350 | - | $126,837.45 | 18.45% | +1.034% |
| AMLP Alerian MLP ETF | 4,374 | $230,187.32 | $242,757 | - | $12,569.68 | 5.46% | -0.733% |
| AMRZ Amrize Ltd. | 13,980 | $689,047.75 | $552,628 | - | -$136,419.75 | -19.8% | -2.443% |
| AMT American Tower Corporation | 4,213 | $845,135.47 | $745,595.67 | - | -$99,539.8 | -11.78% | -0.492% |
| AMZN Amazon.com Inc | 100,227 | $15.9M | $25.42M | - | $9.52M | 59.86% | -1.238% |
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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 - $22.07M, iShares MSCI EAFE Value ETF - $21.3M, and Broadcom Inc - $19.98M. 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 - $25.61M, Amgen Inc - $9.83M, Berkshire Hathaway Inc - $8.74M, Eli Lilly and Company - $7M, and Procter & Gamble Co - $3.73M. 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 $99.91M earned over time. The largest contributors to dividend income include iShares Core Universal USD Bond ETF - $5.76M, iShares MSCI EAFE Value ETF - $5.17M, iShares Core S&P 500 ETF - $4.98M, Accenture plc Class A - $3.93M, and Enterprise Products Partners L.P - $3.67M. 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.
