Anthony Moeller Portfolio
Invests via MN Wealth Advisors, LLC | Managed by Anthony Moeller, Matt Ahrens
Invests via MN Wealth Advisors, LLC
Managed by Anthony Moeller, Matt Ahrens
Automatically Tracked
Anthony Moeller Profile
Senior investor and operator focused on growth-stage technology and real estate platforms, active across direct investments, secondary transactions and board-level value creation.
Anthony Moeller is known for leading capital raises, executing operational turnarounds, and shaping governance for founder-led businesses; he combines investment sourcing with hands-on portfolio execution.
Senior investor and operator focused on growth-stage technology and real estate platforms, active across direct investments, secondary transactions and board-level value creation.
Anthony Moeller is known for leading capital raises, executing operational turnarounds, and shaping governance for founder-led businesses; he combines investment sourcing with hands-on portfolio execution.
Investment Philosophy & Strategy
Growth-stage investor blending operational leadership with capital deployment across technology and real estate platforms. Prefers direct equity and selective secondary transactions where board engagement can accelerate scaling and governance improvements. Allocation emphasizes concentrated, founder-aligned stakes with a mid-to-long horizon, pragmatic risk controls, and active portfolio work—capital raises, turnaround execution, and governance upgrades—to convert strategic operational levers into valuation uplift.
Growth-stage investor blending operational leadership with capital deployment across technology and real estate platforms. Prefers direct equity and selective secondary transactions where board engagement can accelerate scaling and governance improvements. Allocation emphasizes concentrated, founder-aligned stakes with a mid-to-long horizon, pragmatic risk controls, and active portfolio work—capital raises, turnaround execution, and governance upgrades—to convert strategic operational levers into valuation uplift.
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:
48.05%
Gain +0.03%
Monthly
1.18%
Yearly
15.09%
Drawdown
14.85%
$239.73M
Equity
Holdings
$239.73M
Investment
$183.76M
$66.5M
Profit +$56,621.74
Realized
$10.53M
Unrealized
$55.97M
Dividends
$9.18M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.03%
Profit
$56,621.74
Win %
75%
This Week
Compared To Last Week
Gain
-0.78%
Profit
-$1.88M
Win %
75%
This Month
Compared to last month
Gain
0.68%
Profit
$1.61M
Win %
75%
This Year
Compared to last year
Gain
2%
Profit
$4.69M
Win %
75%
GEV GE Vernova Inc.
+2.3%
+$3,922.88 
JPM JPMorgan Chase & Co.
+2.15%
+$15,696.33 
SHLD Global X Defense Tech ETF
+1.92%
+$8,120.05 
GE General Electric Company
+1.91%
+$6,186.48 
TRGP Targa Resources Corp.
+1.86%
+$15,860.28 
RCL Royal Caribbean Group
+1.85%
+$4,759.82 
TSLA Tesla, Inc.
+1.8%
+$16,108.77 
ASML ASML Holding N.V. New York Registry Shares
+1.62%
+$2,765.04 
HSY The Hershey Company
+1.38%
+$3,524.72 
PEP PepsiCo, Inc.
+1.32%
+$10,009.87 
CVX Chevron Corporation
+1.18%
+$8,219.85 
DFIV Dimensional International Value ETF
+1.14%
+$10,205.44 
NKE Nike, Inc. - Class B
+1.1%
+$22,272.43 
LNG Cheniere Energy Inc.
+1.06%
+$5,804.54 
EMR Emerson Electric Co.
+1.04%
+$3,759.86 
BAC Bank of America Corporation
+1.01%
+$2,527.2 
WMT Walmart Inc.
+1%
+$15,719.96 
PG Procter & Gamble Co
+1%
+$2,747.5 
AVDE Avantis International Equity ETF
+0.99%
+$8,381.13 
AVUV Avantis U.S. Small Cap Value ETF
+0.98%
+$11,272.54 
BRK-B Berkshire Hathaway Inc.
+0.98%
+$14,861.61 
KO The Coca-Cola Company
+0.97%
+$12,364.77 
BBEU JPMorgan BetaBuilders Europe Fund
+0.95%
+$13,749.12 
JNJ Johnson & Johnson
+0.94%
+$3,458.14 
FENI Fidelity Enhanced International ETF
+0.93%
+$9,555.62 
HD The Home Depot, Inc.
+0.91%
+$1,669.3 
HLN Haleon Plc - ADR
+0.91%
+$2,364.66 
CAT Caterpillar Inc.
+0.85%
+$3,385.79 
BBIN JPMorgan BetaBuilders International Equity Fund
+0.82%
+$39,374.37 
AVAV AeroVironment Inc.
+0.8%
+$3,012.57 
BX Blackstone Inc.
+0.8%
+$11,899.12 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.79%
+$79,957.8 
MCD McDonald's Corporation
+0.77%
+$2,924.32 
VYMI Vanguard International High Dividend Yield Index Fund
+0.77%
+$10,194.6 
EQBK Equity Bancshares Inc.
+0.73%
+$5,775.58 
COST Costco Wholesale Corporation
+0.65%
+$7,128.95 
XOM Exxon Mobil Corporation
+0.64%
+$2,914.27 
FEGE First Eagle Global Equity ETF
+0.61%
+$94,630.4 
LLY Eli Lilly and Company
+0.58%
+$15,093.8 
JAVA JPMorgan Active Value ETF
+0.55%
+$46,856.7 
IVE ISHARES S&P 500 VALUE ETF
+0.54%
+$7,066.08 
VIG Vanguard Dividend Appreciation ETF
+0.5%
+$2,689.19 
DXCM DexCom, Inc.
+0.48%
+$1,401.54 
CORO Ishares International Country Rotational Active ETF
+0.43%
+$4,240.02 
AAPL Apple Inc.
+0.41%
+$20,308.4 
FOUR Shift4 Payments, Inc.
+0.41%
+$647.04 
JPUS JPMorgan Diversified Return U.S. Equity ETF
+0.39%
+$8,516.1 
BKDV BNY Mellon Dynamic Value ETF
+0.38%
+$1,344.98 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.36%
+$3,442.77 
VHT Vanguard Health Care ETF
+0.33%
+$1,119.44 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.24%
+$647.88 
JVAL JPMorgan U.S. Value Factor ETF
+0.24%
+$2,549.68 
AVUS Avantis U.S. Equity ETF
+0.22%
+$19,555.2 
CRM Salesforce Inc
+0.19%
+$1,001.86 
DLR Digital Realty Trust, Inc.
+0.17%
+$406.87 
ETN Eaton Corporation plc
+0.16%
+$368.54 
JGLO JPMorgan Global Select Equity ETF
+0.14%
+$555.76 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.1%
+$352.16 
JPIE JPMorgan Income ETF
+0.06%
+$1,184.9 
IVV iShares Core S&P 500 ETF
+0.05%
+$622.9 
VOO Vanguard S&P 500 ETF
+0.05%
+$151.13 
SPY SPDR S&P 500 ETF Trust
+0.05%
+$287.57 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.03%
+$11,633.72 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.03%
+$397.94 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.02%
+$40.63 
THRO iShares U.S. Thematic Rotation Active ETF
+0.01%
+$53.28 
GLD SPDR Gold Shares
0%
+$25.3 
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
0%
$0 
DFEB FT Vest U.S. Equity Deep Buffer ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
+$0.07 
JPIN JPMorgan Diversified Return International Equity ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
FEOE First Eagle Overseas Equity ETF
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
+$0.01 AFIX
AFIX
0%
$0 
HIT Health In Tech Inc.
-4.55%
-$343.2 
CRWD CrowdStrike Holdings, Inc.
-4.04%
-$34,939.84 
CBRS Cerebras Systems Inc.
-3.7%
-$6,776.06 
SNOW Snowflake Inc.
-3.3%
-$20,947.65 
SRRK Scholar Rock Holding Corporation
-3.21%
-$10,479.15 
MU Micron Technology, Inc.
-3.01%
-$9,490.3 
AMD Advanced Micro Devices, Inc.
-2.63%
-$21,364.93 
DELL Dell Technologies Inc.
-2.53%
-$44,120.48 
VKTX Viking Therapeutics Inc.
-2.41%
-$20,514.12 
OPTT Ocean Power Technologies Inc.
-2.35%
-$5.35 
HTZWW Hertz Global Holdings, Inc. Warrant
-2.25%
-$219.02 
BAI iShares A.I. Innovation and Tech Active ETF
-2.09%
-$13,088.11 
NFLX Netflix, Inc.
-1.91%
-$6,818.35 
UNH UnitedHealth Group Incorporated
-1.9%
-$4,199.69 
PLTR Palantir Technologies Inc.
-1.82%
-$18,988.08 
KLAC KLA Corporation
-1.79%
-$10,926.28 
INTC Intel Corporation
-1.76%
-$5,663.28 
AVGO Broadcom Inc.
-1.56%
-$47,399.57 
ORCL Oracle Corporation
-1.1%
-$3,349.24 
XLK State Street Technology Select Sector SPDR ETF
-1.03%
-$18,306.62 
SPMO Invesco S&P 500 Momentum ETF
-0.87%
-$5,124.38 
AVEM Avantis Emerging Markets Equity ETF
-0.84%
-$76,952.28 
LRCX Lam Research Corporation
-0.77%
-$1,848.95 
GOOGL Alphabet Inc
-0.71%
-$23,624.48 
META Meta Platforms Inc Class A
-0.71%
-$10,632.53 
IBIT iShares Bitcoin Trust
-0.68%
-$1,908.27 
QQQ Invesco QQQ Trust, Series 1
-0.62%
-$3,235.05 
FBCG Fidelity Blue Chip Growth Fund
-0.61%
-$38,077.14 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-0.6%
-$1,692.36 
AMZN Amazon.com Inc
-0.59%
-$14,884.35 
GOOG Alphabet Inc
-0.57%
-$1,666.9 
JMOM JPMorgan U.S. Momentum Factor ETF
-0.43%
-$4,977 
NVDA NVIDIA Corporation
-0.42%
-$19,110 
MSFT Microsoft Corp.
-0.4%
-$19,170.45 
SPOT Spotify Technology S.A.
-0.35%
-$1,783.12 
TMO Thermo Fisher Scientific Inc.
-0.34%
-$1,951.55 
VST Vistra Corp
-0.33%
-$896.37 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.31%
-$4,379.76 
BLCR iShares Large Cap Core ACT ETF
-0.25%
-$1,250.37 
HOOD Robinhood Markets, Inc.
-0.22%
-$510.37 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.21%
-$1,252.29 
NOW ServiceNow, Inc.
-0.14%
-$2,555.4 
MUB iShares National Muni Bond ETF
-0.13%
-$339.39 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.13%
-$328.1 
JGRO JPMorgan Active Growth ETF
-0.1%
-$8,813 
JBND JPMorgan Active Bond ETF
-0.09%
-$507.85 
XLC Communication Services Select Sector SPDR Fund
-0.08%
-$825.39 
ABBV AbbVie Inc.
-0.08%
-$452.96 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.07%
-$992.95 
VRTX Vertex Pharmaceuticals Incorporated
-0.06%
-$975.87 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
-0.05%
-$359.98 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$604.26 
JQUA JPMorgan U.S. Quality Factor ETF
-0.04%
-$170.31 
JCPB JPMorgan Core Plus Bond ETF
-0.03%
-$2,525.96 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$71.43 
BND Vanguard Total Bond Market Index Fund
-0.01%
-$163.79 
MARM Ftv Estus Max Buff ETF March
0%
-$3.06 Events
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Dividends
Dividend Analysis
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| Trades 1125 | Longs Won 815/1125 72% | Profit Factor 8.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $367,797.24 |
| Average Win $93,195.37 | Best Trade (Oct 16) $9.63M | Sharpe Ratio -10.2 |
| Average Loss -$30,375.14 | Worst Trade (Oct 14) -$1.54M | Z-Score 9.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 6d | Expectancy $59,110.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,874 | 7,087 | 6,299 | 5,512 | 4,724 | 3,937 | 3,150 | 2,362 | 1,575 | 787 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,506 | $2.96M | $4.98M | - | $2.02M | 68.38% | +0.409% |
| ABBV AbbVie Inc. | 2,059 | $348,746.21 | $583,067.62 | - | $234,321.41 | 67.19% | -0.078% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 12,751 | $893,005.73 | $955,177.41 | - | $62,171.68 | 6.96% | +0.362% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 17,608 | $366,085 | $365,894.24 | - | -$190.76 | -0.05% | +0.096% |
| AFIX AFIX | 336,455 | $8.38M | $8.38M | - | $4,061.71 | 0.05% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,381 | $237,732.95 | $227,099.78 | - | -$10,633.17 | -4.47% | -0.031% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 10,798 | $270,181.88 | $272,109.6 | - | $1,927.72 | 0.71% | +0.239% |
| AMD Advanced Micro Devices, Inc. | 1,447 | $438,032.13 | $792,181.85 | - | $354,149.72 | 80.85% | -2.626% |
| AMZN Amazon.com Inc | 9,890 | $1.77M | $2.5M | - | $733,037.1 | 41.38% | -0.591% |
| ASML ASML Holding N.V. New York Registry Shares | 103 | $205,336 | $173,481.35 | - | -$31,854.65 | -15.51% | +1.62% |
| AVAV AeroVironment Inc. | 3,043 | $614,055.43 | $377,971.03 | - | -$236,084.4 | -38.45% | +0.803% |
| AVDE Avantis International Equity ETF | 9,417 | $590,826.29 | $854,875.26 | - | $264,048.97 | 44.69% | +0.99% |
| AVEM Avantis Emerging Markets Equity ETF | 101,253 | $6.81M | $9.08M | - | $2.27M | 33.26% | -0.841% |
| AVGO Broadcom Inc. | 8,794 | $1.6M | $2.98M | - | $1.38M | 85.95% | -1.565% |
| AVUS Avantis U.S. Equity ETF | 69,840 | $6.14M | $9.08M | - | $2.94M | 47.84% | +0.216% |
| AVUV Avantis U.S. Small Cap Value ETF | 9,553 | $945,719.54 | $1.16M | - | $216,116.32 | 22.85% | +0.98% |
| BAC Bank of America Corporation | 4,860 | $241,472.62 | $253,789.2 | - | $12,316.58 | 5.1% | +1.006% |
| BAI iShares A.I. Innovation and Tech Active ETF | 14,462 | $492,050.39 | $613,550.35 | - | $121,499.96 | 24.69% | -2.089% |
| BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 13,182 | $613,601.72 | $581,194.38 | - | -$32,407.34 | -5.28% | -0.215% |
| BBEU JPMorgan BetaBuilders Europe Fund | 19,096 | $1.08M | $1.46M | - | $384,203.39 | 35.55% | +0.947% |
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FAQ
Which stocks have generated the highest profits for Anthony Moeller?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Chase & Co - $4.34M, JPMorgan Betabuilders U.S. Equity Fund - $2.41M, JPMorgan BetaBuilders International Equity Fund - $1.62M, JPMorgan Active Growth ETF - $1.31M, and JPMorgan Active Value ETF - $855,141.28. 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: Enphase Energy, Inc - $701,004.35, Array Technologies Inc - $641,910.87, Moderna, Inc - $473,941.19, DexCom, Inc - $407,470.53, and The Campbell's Company - $296,164.74. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Anthony Moeller's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.18M earned over time. The largest contributors to dividend income include JPMorgan Betabuilders U.S. Equity Fund - $827,397.65, JPMorgan Core Plus Bond ETF - $822,733.89, JPMorgan BetaBuilders International Equity Fund - $621,992.56, SPDR Bloomberg 1-3 Month T-Bill ETF - $463,693.18, and JPMorgan Income ETF - $461,116.71. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Anthony Moeller's monthly returns?
Anthony Moeller'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 Anthony Moeller's strategy be considered aggressive or moderate?
Anthony Moeller'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 Anthony Moeller's strategy?
Anthony Moeller'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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