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:
5.76%
Gain
Monthly
0.18%
Yearly
2.23%
Drawdown
28.21%
$228.41M
Equity
Holdings
$228.41M
Investment
$174.39M
$62.5M
Profit -$914,189.82
Realized
$8.47M
Unrealized
$54.03M
Dividends
$8.64M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$914,189.82
Win %
79%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$1.06M
Win %
79%
This Month
Compared to last month
Gain
0.35%
Profit
$800,286.05
Win %
79%
This Year
Compared to last year
Gain
11.1%
Profit
$22.82M
Win %
79%
DXCM DexCom, Inc.
+6.17%
+$27,573.09 
EQBK Equity Bancshares Inc.
+4.87%
+$40,525.79 
AVAV AeroVironment Inc.
+4.84%
+$12,359.88 
ACN Accenture plc Class A
+3.67%
+$17,926.92 
HLN Haleon Plc - ADR
+3.64%
+$9,206.57 
UNH UnitedHealth Group Incorporated
+3.46%
+$16,822.89 
ABBV AbbVie Inc.
+3.14%
+$17,548.96 
NKE Nike, Inc. - Class B
+3.03%
+$70,418.21 
MCD McDonald's Corporation
+2.61%
+$10,827.06 
CRM Salesforce Inc
+2.53%
+$12,275.46 
PEP PepsiCo, Inc.
+2.27%
+$16,333.24 
COST Costco Wholesale Corporation
+2.21%
+$16,450.94 
KO The Coca-Cola Company
+2.05%
+$23,398.05 
WMT Walmart Inc.
+1.93%
+$29,334.06 
HSY The Hershey Company
+1.88%
+$4,942.66 
LLY Eli Lilly and Company
+1.75%
+$41,390.08 
PG Procter & Gamble Co
+1.61%
+$3,884.16 
VHT Vanguard Health Care ETF
+1.59%
+$4,874.24 
CVX Chevron Corporation
+1.48%
+$8,331.56 
MSFT Microsoft Corp.
+1.35%
+$44,573.84 
JNJ Johnson & Johnson
+1.35%
+$4,856.36 
AVUV Avantis U.S. Small Cap Value ETF
+1.33%
+$14,228.03 
XOM Exxon Mobil Corporation
+1.31%
+$4,915.63 
LNG Cheniere Energy Inc.
+1.16%
+$4,818.88 
AAPL Apple Inc.
+1.12%
+$52,524.64 
PFE Pfizer Inc.
+1.11%
+$2,546.5 
JPUS JPMorgan Diversified Return U.S. Equity ETF
+1.06%
+$23,145.66 
VSNT Versant Media Group, Inc.
+0.96%
+$12,613.43 
TRGP Targa Resources Corp.
+0.74%
+$6,114.08 
IVE ISHARES S&P 500 VALUE ETF
+0.65%
+$8,854.5 
FOUR Shift4 Payments, Inc.
+0.59%
+$1,132.2 
VRTX Vertex Pharmaceuticals Incorporated
+0.58%
+$8,776.46 
EMR Emerson Electric Co.
+0.56%
+$1,468.39 
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
+0.56%
+$2,528.41 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$2,494.35 
SNOW Snowflake Inc.
+0.38%
+$2,811.01 
AMZN Amazon.com Inc
+0.31%
+$6,414.4 
XLC Communication Services Select Sector SPDR Fund
+0.3%
+$3,550.39 
QUAL iShares MSCI USA Quality Factor ETF
+0.28%
+$1,977.18 
JAVA JPMorgan Active Value ETF
+0.26%
+$25,071.48 
FEGE First Eagle Global Equity ETF
+0.22%
+$28,723.64 
TMO Thermo Fisher Scientific Inc.
+0.18%
+$614.02 
GOOGL Alphabet Inc
+0.18%
+$6,118.77 
GOOG Alphabet Inc
+0.17%
+$505.69 
NFLX Netflix, Inc.
+0.16%
+$596.61 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$271.8 
AFIX
0%
$0 
GE General Electric Company
-5.91%
-$20,045.76 
AMD Advanced Micro Devices, Inc.
-5.53%
-$32,032.32 
ETN Eaton Corporation plc
-4.95%
-$11,925.28 
BAI iShares A.I. Innovation and Tech Active ETF
-4.68%
-$35,770.12 
ORCL Oracle Corporation
-4.6%
-$13,641.6 
OPTT Ocean Power Technologies Inc.
-4.43%
-$251.1 
SRRK Scholar Rock Holding Corporation
-3.94%
-$17,316.9 
CAT Caterpillar Inc.
-3.78%
-$16,514.9 
AVGO Broadcom Inc.
-3.49%
-$103,207.5 
SPMO Invesco S&P 500 Momentum ETF
-2.87%
-$19,794.34 
DELL Dell Technologies Inc.
-2.8%
-$48,087.18 
KLAC KLA Corporation
-2.53%
-$19,278 
NVDA NVIDIA Corporation
-2.43%
-$102,102.33 
XLK State Street Technology Select Sector SPDR ETF
-2.38%
-$48,843.89 
VKTX Viking Therapeutics Inc.
-2.33%
-$27,830.14 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-2.16%
-$6,304.59 
SPOT Spotify Technology S.A.
-2.04%
-$13,743.08 
JGRO JPMorgan Active Growth ETF
-1.99%
-$209,307.35 
NOW ServiceNow, Inc.
-1.82%
-$61,975.36 
GLD SPDR Gold Shares
-1.78%
-$17,808.48 
DLR Digital Realty Trust, Inc.
-1.77%
-$4,190.16 
META Meta Platforms Inc Class A
-1.75%
-$23,957.72 
AVEM Avantis Emerging Markets Equity ETF
-1.66%
-$141,319.98 
FBCG Fidelity Blue Chip Growth Fund
-1.55%
-$88,204.52 
TSLA Tesla, Inc.
-1.43%
-$12,701.28 
JMOM JPMorgan U.S. Momentum Factor ETF
-1.4%
-$16,755.04 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$7,220.16 
CRWD CrowdStrike Holdings, Inc.
-1.35%
-$8,928 
BLCR iShares Large Cap Core ACT ETF
-1.23%
-$5,540.63 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.16%
-$14,839.37 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.15%
-$8,823.54 
RCL Royal Caribbean Group
-1.06%
-$2,773.12 
CORO Ishares International Country Rotational Active ETF
-0.96%
-$8,925.5 
FENI Fidelity Enhanced International ETF
-0.95%
-$6,156.92 
AVDE Avantis International Equity ETF
-0.92%
-$7,616.08 
SHLD Global X Defense Tech ETF
-0.85%
-$2,740.23 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.84%
-$78,706.6 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.82%
-$44,164.44 
HTZWW Hertz Global Holdings, Inc. Warrant
-0.8%
-$76.66 
IBIT iShares Bitcoin Trust
-0.77%
-$1,986.73 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.75%
-$10,294.86 
THRO iShares U.S. Thematic Rotation Active ETF
-0.71%
-$4,529.86 
DFIV Dimensional International Value ETF
-0.63%
-$5,896.55 
EFV iShares MSCI EAFE Value ETF
-0.55%
-$3,322.97 
PLTR Palantir Technologies Inc.
-0.55%
-$1,866.9 
JPM JPMorgan Chase & Co.
-0.47%
-$23,593.53 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$2,098.14 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$17,453.9 
IVV iShares Core S&P 500 ETF
-0.38%
-$4,268.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.38%
-$7,067.97 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.38%
-$130,713.7 
VYMI Vanguard International High Dividend Yield Index Fund
-0.37%
-$4,796.86 
BBEU JPMorgan BetaBuilders Europe Fund
-0.35%
-$5,253.32 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.26%
-$3,590.28 
JGLO JPMorgan Global Select Equity ETF
-0.26%
-$1,010.99 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.26%
-$650.67 
AVUS Avantis U.S. Equity ETF
-0.2%
-$16,903.95 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.15%
-$460.46 
JPIN JPMorgan Diversified Return International Equity ETF
-0.14%
-$709.55 
JCPB JPMorgan Core Plus Bond ETF
-0.13%
-$9,340.68 
JBND JPMorgan Active Bond ETF
-0.12%
-$923.33 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.12%
-$957.85 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.11%
-$307.09 
MARM Ftv Estus Max Buff ETF March
-0.11%
-$281.52 
BAC Bank of America Corporation
-0.1%
-$258.66 
BND Vanguard Total Bond Market Index Fund
-0.09%
-$933.01 
JQUA JPMorgan U.S. Quality Factor ETF
-0.08%
-$371.52 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.08%
-$208.76 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.08%
-$203.08 
IUSB iShares Core Universal USD Bond ETF
-0.08%
-$824.07 
AGG iShares Core U.S. Aggregate Bond ETF
-0.07%
-$160.23 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
-0.05%
-$403.77 
JPIE JPMorgan Income ETF
-0.01%
-$227.4 
BRK-A Berkshire Hathaway Inc.
-0.01%
-$69.99 
JVAL JPMorgan U.S. Value Factor ETF
-0.01%
-$92.31 Events
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Dividends
Dividend Analysis
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| Trades 997 | Longs Won 729/997 73% | Profit Factor 9.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $369,807.88 |
| Average Win $95,967.71 | Best Trade (Jul 15) $9.02M | Sharpe Ratio -9.42 |
| Average Loss -$27,831.53 | Worst Trade (Jul 10) -$1.14M | Z-Score 10.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3d | Expectancy $62,689.68 |
| 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 | 8,197 | 7,377 | 6,557 | 5,738 | 4,918 | 4,098 | 3,279 | 2,459 | 1,639 | 820 |
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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