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:
49.15%
Gain +0.47%
Monthly
1.26%
Yearly
16.18%
Drawdown
14.85%
$241.17M
Equity
Holdings
$241.17M
Investment
$183.76M
$67.98M
Profit +$927,739.64
Realized
$10.56M
Unrealized
$57.41M
Dividends
$8.65M
Goals
Avg. 76.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.47%
Profit
$927,739.64
Win %
79%
This Week
Compared To Last Week
Gain
0.39%
Profit
$927,739.64
Win %
79%
This Month
Compared to last month
Gain
2.93%
Profit
$6.86M
Win %
79%
This Year
Compared to last year
Gain
2.63%
Profit
$6.17M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$356,831.1 
OPTT Ocean Power Technologies Inc.
+12.5%
+$200 
DXCM DexCom, Inc.
+11.95%
+$29,732.67 
ETN Eaton Corporation plc
+7.32%
+$16,561.35 
GOOG Alphabet Inc
+6.88%
+$19,386.68 
GOOGL Alphabet Inc
+6.73%
+$214,049.22 
HIT Health In Tech Inc.
+6.73%
+$840 
META Meta Platforms Inc Class A
+3.28%
+$35,943.42 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$19,965.6 
MSFT Microsoft Corp.
+3.02%
+$120,046.59 
NVDA NVIDIA Corporation
+2.93%
+$119,910.15 
CVX Chevron Corporation
+2.35%
+$14,400.72 
LNG Cheniere Energy Inc.
+2.13%
+$10,805.13 
AVAV AeroVironment Inc.
+1.91%
+$8,520.37 
CRM Salesforce Inc
+1.83%
+$7,209.17 
ORCL Oracle Corporation
+1.81%
+$5,227.53 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$15,223.86 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$19,111.68 
GE General Electric Company
+1.42%
+$5,221.14 
KLAC KLA Corporation
+1.38%
+$8,720.02 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$6,401.94 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$68,138.24 
NOW ServiceNow, Inc.
+1.05%
+$14,114.88 
BKDV BNY Mellon Dynamic Value ETF
+0.92%
+$3,207.24 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$4,049.28 
JAVA JPMorgan Active Value ETF
+0.87%
+$72,888.2 
GEV GE Vernova Inc.
+0.85%
+$1,529.04 
JGLO JPMorgan Global Select Equity ETF
+0.82%
+$3,122.87 
MCD McDonald's Corporation
+0.82%
+$3,449.62 
EMR Emerson Electric Co.
+0.79%
+$2,640.86 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$10,545.41 
SHLD Global X Defense Tech ETF
+0.77%
+$3,345.6 
TSLA Tesla, Inc.
+0.76%
+$5,817.35 
TRGP Targa Resources Corp.
+0.76%
+$6,132.63 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.73%
+$282,120.62 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,887.54 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,958.6 
CAT Caterpillar Inc.
+0.7%
+$3,061.79 
IVV iShares Core S&P 500 ETF
+0.69%
+$7,592.96 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$39,876.92 
PLTR Palantir Technologies Inc.
+0.65%
+$4,150.39 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,156.84 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$8,737.92 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$3,760.09 
JGRO JPMorgan Active Growth ETF
+0.61%
+$49,352.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$11,620.92 
AVUS Avantis U.S. Equity ETF
+0.57%
+$50,284.8 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
+0.56%
+$1,541.93 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$1,295.76 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.38%
+$979.86 
AVGO Broadcom Inc.
+0.37%
+$12,663.36 
PG Procter & Gamble Co
+0.37%
+$927.5 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,388.42 
BAC Bank of America Corporation
+0.36%
+$1,069.2 
JMOM JPMorgan U.S. Momentum Factor ETF
+0.32%
+$3,697.2 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$1,667.47 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.28%
+$690.71 
JPM JPMorgan Chase & Co.
+0.27%
+$2,040.74 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$770.09 
DELL Dell Technologies Inc.
+0.14%
+$2,065.84 
MARM Ftv Estus Max Buff ETF March
+0.11%
+$298.35 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$9,112.77 
WMT Walmart Inc.
+0.09%
+$1,332.23 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$340.62 
FEGE First Eagle Global Equity ETF
+0.08%
+$11,828.8 
JVAL JPMorgan U.S. Value Factor ETF
+0.06%
+$637.42 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$382.12 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
+0.01%
+$85.71 AFIX
AFIX
0%
$0 
AAPL Apple Inc.
-7.35%
-$355,687.12 
MU Micron Technology, Inc.
-5.9%
-$17,502.55 
SPOT Spotify Technology S.A.
-4.34%
-$21,559.16 
VKTX Viking Therapeutics Inc.
-4.14%
-$42,582.34 
HTZWW Hertz Global Holdings, Inc. Warrant
-3.81%
-$329.63 
SRRK Scholar Rock Holding Corporation
-3.46%
-$13,610.85 
IBIT iShares Bitcoin Trust
-2.89%
-$6,421.48 
ABBV AbbVie Inc.
-2.51%
-$13,321.73 
DLR Digital Realty Trust, Inc.
-2.42%
-$6,552.01 
HLN Haleon Plc - ADR
-2.37%
-$6,305.76 
CBRS Cerebras Systems Inc.
-2.15%
-$5,611.32 
NFLX Netflix, Inc.
-2%
-$7,187.58 
AMD Advanced Micro Devices, Inc.
-1.9%
-$13,370.31 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,846.09 
SNOW Snowflake Inc.
-1.62%
-$9,129.1 
LRCX Lam Research Corporation
-1.58%
-$4,060.81 
GLD SPDR Gold Shares
-1.49%
-$14,201.71 
NKE Nike, Inc. - Class B
-1.37%
-$31,507.34 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,311.31 
FOUR Shift4 Payments, Inc.
-1.36%
-$2,952.12 
HSY The Hershey Company
-1.23%
-$3,304.88 
JPIN JPMorgan Diversified Return International Equity ETF
-1.21%
-$6,022.32 
RCL Royal Caribbean Group
-1.13%
-$3,341.53 
INTC Intel Corporation
-1.02%
-$3,135.03 
KO The Coca-Cola Company
-1.02%
-$12,503.7 
XOM Exxon Mobil Corporation
-0.97%
-$3,981.06 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$14,250.8 
FEOE First Eagle Overseas Equity ETF
-0.93%
-$3,621.28 
VHT Vanguard Health Care ETF
-0.76%
-$2,403.17 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$6,838.75 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.68%
-$33,749.46 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$65,196.36 
LLY Eli Lilly and Company
-0.53%
-$12,823.96 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$6,927.05 
DFIV Dimensional International Value ETF
-0.47%
-$4,305.42 
AVDE Avantis International Equity ETF
-0.46%
-$3,955.14 
PEP PepsiCo, Inc.
-0.46%
-$3,790.72 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,060.01 
BBEU JPMorgan BetaBuilders Europe Fund
-0.43%
-$6,492.64 
HD The Home Depot, Inc.
-0.42%
-$824.28 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,994.49 
FENI Fidelity Enhanced International ETF
-0.37%
-$3,873.9 
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
-0.36%
-$1,625.79 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$936.11 
VST Vistra Corp
-0.29%
-$763.25 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$3,112.01 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$595.25 
BX Blackstone Inc.
-0.25%
-$4,351.78 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.24%
-$1,450.02 
JPUS JPMorgan Diversified Return U.S. Equity ETF
-0.24%
-$5,295.39 
COST Costco Wholesale Corporation
-0.24%
-$2,571.81 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$18,526.2 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$3,021.3 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$3,558.23 
JBND JPMorgan Active Bond ETF
-0.21%
-$1,258.18 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$2,523.54 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$1,657.63 
MUB iShares National Muni Bond ETF
-0.11%
-$301.68 
EQBK Equity Bancshares Inc.
-0.1%
-$849.35 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$352.16 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.09%
-$233.52 
JPIE JPMorgan Income ETF
-0.09%
-$1,895.84 
HOOD Robinhood Markets, Inc.
-0.05%
-$88.76 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1125 | Longs Won 833/1125 74% | Profit Factor 9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $365,474.99 |
| Average Win $91,814.11 | Best Trade (Aug 14) $9.83M | Sharpe Ratio -9.5 |
| Average Loss -$29,115.22 | Worst Trade (Aug 28) -$1.37M | Z-Score 15.92 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 5d | Expectancy $60,422.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,264 | 7,438 | 6,612 | 5,785 | 4,959 | 4,132 | 3,306 | 2,479 | 1,653 | 826 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,506 | $2.96M | $4.48M | - | $1.52M | 51.47% | -7.354% |
| ABBV AbbVie Inc. | 2,059 | $348,746.21 | $516,685.46 | - | $167,939.25 | 48.16% | -2.513% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 12,751 | $893,005.73 | $959,512.75 | - | $66,507.02 | 7.45% | -0.172% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 17,608 | $366,085 | $364,309.52 | - | -$1,775.48 | -0.48% | -0.097% |
| 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 | $231,837.97 | - | -$5,894.98 | -2.48% | -0.256% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 10,798 | $270,181.88 | $275,564.96 | - | $5,383.08 | 1.99% | +0.472% |
| AMD Advanced Micro Devices, Inc. | 1,447 | $438,032.13 | $688,989.04 | - | $250,956.91 | 57.29% | -1.904% |
| AMZN Amazon.com Inc | 9,890 | $1.77M | $2.69M | - | $914,271.25 | 51.61% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 103 | $205,336 | $167,787 | - | -$37,549 | -18.29% | -1.359% |
| AVAV AeroVironment Inc. | 3,043 | $614,055.43 | $454,532.91 | - | -$159,522.52 | -25.98% | +1.91% |
| AVDE Avantis International Equity ETF | 9,417 | $590,826.29 | $858,924.57 | - | $268,098.28 | 45.38% | -0.458% |
| AVEM Avantis Emerging Markets Equity ETF | 101,253 | $6.81M | $9.06M | - | $2.25M | 33.07% | +0.101% |
| AVGO Broadcom Inc. | 8,794 | $1.6M | $3.42M | - | $1.82M | 113.56% | +0.371% |
| AVUS Avantis U.S. Equity ETF | 69,840 | $6.14M | $8.91M | - | $2.77M | 45.06% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 9,553 | $945,719.54 | $1.2M | - | $251,080.3 | 26.55% | +0.032% |
| BAC Bank of America Corporation | 4,860 | $241,472.62 | $301,077 | - | $59,604.38 | 24.68% | +0.356% |
| BAI iShares A.I. Innovation and Tech Active ETF | 14,462 | $492,050.39 | $597,859.08 | - | $105,808.69 | 21.5% | +0.633% |
| BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 13,182 | $613,601.72 | $595,035.48 | - | -$18,566.24 | -3.03% | -0.243% |
| BBEU JPMorgan BetaBuilders Europe Fund | 19,096 | $1.08M | $1.51M | - | $430,797.63 | 39.86% | -0.428% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $4.33M, JPMorgan Betabuilders U.S. Equity Fund - $2.31M, JPMorgan BetaBuilders International Equity Fund - $1.6M, JPMorgan Active Growth ETF - $1.31M, and JPMorgan Active Value ETF - $830,879.92. 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 $8.65M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $790,014.94, JPMorgan Betabuilders U.S. Equity Fund - $725,177.97, JPMorgan BetaBuilders International Equity Fund - $602,563.5, SPDR Bloomberg 1-3 Month T-Bill ETF - $463,693.18, and JPMorgan Income ETF - $450,787.23. 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.
