Todd A. Sixt Portfolio
Invests via Strait & Sound Wealth Management LLC | Managed by Todd A. Sixt, William “Bill” Romig, Daniel Barnes
Invests via Strait & Sound Wealth Management LLC
Managed by Todd A. Sixt, William “Bill” Romig, Daniel Barnes
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Todd A. Sixt Profile
With extensive experience in the technology sector, Todd A. Sixt is recognized as a distinguished entrepreneur and executive leader. His career reflects a commitment to innovation and business transformation, having co-founded and developed multiple high-growth startups focused on software solutions. Notably, he has played pivotal roles in scaling organizations through strategic partnerships and product development initiatives that enhance operational efficiency. His insights into market trends position him as a key player at the intersection of technology commercialization and venture funding, making him an influential figure for investors seeking opportunities within evolving digital landscapes.
With extensive experience in the technology sector, Todd A. Sixt is recognized as a distinguished entrepreneur and executive leader. His career reflects a commitment to innovation and business transformation, having co-founded and developed multiple high-growth startups focused on software solutions. Notably, he has played pivotal roles in scaling organizations through strategic partnerships and product development initiatives that enhance operational efficiency. His insights into market trends position him as a key player at the intersection of technology commercialization and venture funding, making him an influential figure for investors seeking opportunities within evolving digital landscapes.
Investment Philosophy & Strategy
Growth dynamics within the technology sector are shaped by transformative visionaries like Todd A. Sixt, whose entrepreneurial journey emphasizes scalability and strategic innovation. His track record of co-founding high-growth startups showcases an innate ability to identify and capitalize on market opportunities, particularly in software solutions. Leveraging insights into industry trends, he has successfully navigated complex landscapes to enhance operational efficiencies through robust product development frameworks. An advocate for collaboration, his approach often revolves around cultivating partnerships that drive sustained business growth while maximizing technological advancements.
Growth dynamics within the technology sector are shaped by transformative visionaries like Todd A. Sixt, whose entrepreneurial journey emphasizes scalability and strategic innovation. His track record of co-founding high-growth startups showcases an innate ability to identify and capitalize on market opportunities, particularly in software solutions. Leveraging insights into industry trends, he has successfully navigated complex landscapes to enhance operational efficiencies through robust product development frameworks. An advocate for collaboration, his approach often revolves around cultivating partnerships that drive sustained business growth while maximizing technological advancements.
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:
86.67%
Gain +0.09%
Monthly
1.91%
Yearly
25.55%
Drawdown
21.32%
$297.01M
Equity
Holdings
$297.01M
Investment
$206.07M
$116.11M
Profit +$51,044.12
Realized
$25.17M
Unrealized
$90.94M
Dividends
$14.56M
Goals
Avg. 96.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.09%
Profit
$51,044.12
Win %
72%
This Week
Compared To Last Week
Gain
0.02%
Profit
$51,044.12
Win %
72%
This Month
Compared to last month
Gain
-0.21%
Profit
-$616,855.19
Win %
72%
This Year
Compared to last year
Gain
4.63%
Profit
$13.16M
Win %
73%
CRWD CrowdStrike Holdings, Inc.
+14.34%
+$33,094.97 
PANW Palo Alto Networks, Inc.
+14.01%
+$148,209.7 
ADSK Autodesk, Inc.
+7.88%
+$19,253.7 
VRSK Verisk Analytics Inc.
+6.06%
+$17,630.25 
CRM Salesforce Inc
+4.5%
+$22,143.9 
PLTR Palantir Technologies Inc.
+4.13%
+$108,507.73 
NFLX Netflix, Inc.
+3.76%
+$47,304.96 
GOOGL Alphabet Inc
+3.08%
+$362,518.56 
GOOG Alphabet Inc
+2.97%
+$30,526.57 
META Meta Platforms Inc Class A
+2.91%
+$114,392.07 
IBM International Business Machines Corporation
+2.71%
+$43,256.47 
FSI Flexible Solutions International Inc.
+2.65%
+$2,134.2 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.39%
+$6,436.05 
MO Altria Group, Inc.
+2.32%
+$6,638.4 
MSFT Microsoft Corp.
+2.27%
+$480,506.67 
WMT Walmart Inc.
+2.27%
+$61,410.96 
LLY Eli Lilly and Company
+2.04%
+$19,431.24 
UPS United Parcel Service, Inc.
+2.01%
+$10,675.7 
MCD McDonald's Corporation
+1.96%
+$9,176 
ABBV AbbVie Inc.
+1.73%
+$45,274.68 
PM Philip Morris International Inc.
+1.7%
+$8,093.52 
COST Costco Wholesale Corporation
+1.58%
+$82,196.88 
REGN Regeneron Pharmaceuticals, Inc.
+1.55%
+$8,660.83 
AFL Aflac Inc.
+1.5%
+$4,093.18 
XLV Health Care Select Sector SPDR Fund
+1.45%
+$10,675.2 
KTEC KraneShares Hang Seng TECH Index ETF
+1.34%
+$1,938.4 
UNH UnitedHealth Group Incorporated
+1.32%
+$3,099.27 
XLP Consumer Staples Select Sector SPDR Fund
+1.32%
+$4,313.1 
UBER Uber Technologies, Inc.
+1.27%
+$3,759.21 
AMGN Amgen Inc.
+1.18%
+$23,549.35 
LMT Lockheed Martin Corporation
+1.14%
+$6,380.66 
FXI iShares China Large-Cap ETF
+1.13%
+$14,414.4 
KO The Coca-Cola Company
+1.1%
+$4,940.21 
AWK American Water Works Company, Inc.
+1.06%
+$2,330.91 
BRK-B Berkshire Hathaway Inc.
+1.05%
+$37,485.25 
V Visa Inc. Class A
+1.05%
+$48,550.31 
HD The Home Depot, Inc.
+1%
+$27,087.03 
AXP American Express Company
+0.89%
+$3,274.56 
USMV iShares MSCI USA Min Vol Factor ETF
+0.63%
+$7,473.12 
MA Mastercard Incorporated
+0.61%
+$12,580.56 
JNJ Johnson & Johnson
+0.58%
+$14,870.17 
CHD Church & Dwight Co., Inc.
+0.55%
+$1,412.32 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.55%
+$1,996.4 
AAPL Apple Inc.
+0.54%
+$168,359.39 
PG Procter & Gamble Co
+0.52%
+$4,842.57 
EXPD Expeditors International of Washington, Inc.
+0.47%
+$1,356.81 
MRK Merck & Co., Inc.
+0.44%
+$1,527.14 
SPDV AAM S&P 500 High Dividend Value ETF
+0.35%
+$1,503.76 
SBUX Starbucks Corporation
+0.35%
+$2,833.49 
SPDN Direxion Daily S&P 500 Bear 1X Shares
+0.23%
+$222.2 
XCCC BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
+0.23%
+$10,977.84 
DXJ WisdomTree Japan Hedged Equity Fund
+0.1%
+$962.37 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.09%
+$241.96 
CLOZ Panagram BBB-B CLO ETF
+0.08%
+$301.9 
GSY Invesco Ultra Short Duration ETF
+0.07%
+$1,559.98 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.07%
+$1,662.27 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$884.38 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.05%
+$1,098.48 
FLTR VanEck IG Floating Rate ETF
+0.04%
+$409.52 
CLOX Eldridge AAA CLO ETF
+0.02%
+$43.06 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$42 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,023.5 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$38.77 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.01%
+$359.29 
SGVT Schwab Government Money Market ETF
+0.01%
+$36.03 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$18.68 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$92.28 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
0%
$0 
BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
0%
$0 
GLW Corning Incorporated
-14.06%
-$51,855.61 
AEHR Aehr Test Systems
-10.46%
-$21,334.5 
ETN Eaton Corporation plc
-7.5%
-$37,418.7 
WULF TeraWulf Inc.
-7.26%
-$13,365 
CRWV CoreWeave, Inc.
-6.17%
-$27,279.81 
INTC Intel Corporation
-5.3%
-$8,706.18 
OSS One Stop Systems, Inc.
-4.79%
-$4,400 
AVGO Broadcom Inc.
-4.79%
-$99,745.82 
MU Micron Technology, Inc.
-4.76%
-$33,090.21 
ORCL Oracle Corporation
-4.42%
-$97,136.4 
SA Seabridge Gold Inc.
-4.34%
-$175,289.82 
CAT Caterpillar Inc.
-4.15%
-$7,579.77 
GS The Goldman Sachs Group, Inc.
-3.97%
-$90,244.34 
AMD Advanced Micro Devices, Inc.
-3.9%
-$139,897.98 
MS Morgan Stanley
-3.4%
-$65,865.15 
GDX VanEck Gold Miners ETF
-3.09%
-$33,182.98 
NVDA NVIDIA Corporation
-2.85%
-$429,631.95 
EMR Emerson Electric Co.
-2.59%
-$7,991.98 
SPMO Invesco S&P 500 Momentum ETF
-2.58%
-$56,101.84 
STT State Street Corp
-2.5%
-$5,862.44 
IRM Iron Mountain Inc.
-2.24%
-$20,778.23 
VLO Valero Energy Corporation
-2.24%
-$33,829.36 
PPI ASTORIA REAL ASSETS ETF
-2.12%
-$12,994.45 
TXN Texas Instruments Inc
-1.96%
-$11,608.32 
JPM JPMorgan Chase & Co.
-1.72%
-$51,256.8 
SLV iShares Silver Trust
-1.69%
-$3,799.46 
ARR Armour Residential REIT Inc.
-1.68%
-$22,002.69 
CSCO Cisco Systems, Inc.
-1.65%
-$12,722.45 
CEF Sprott Physical Gold and Silver Trust
-1.53%
-$10,139.85 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$15,549.48 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
-1.46%
-$3,182.84 
PHYS Sprott Physical Gold Trust
-1.42%
-$4,038.99 
TSLA Tesla, Inc.
-1.4%
-$33,223.68 
GLD SPDR Gold Shares
-1.35%
-$10,220.71 
XLU Utilities Select Sector SPDR Fund
-1.34%
-$9,019.11 
RTX RTX Corporation
-1.32%
-$28,115.11 
AAAU Goldman Sachs Physical Gold ETF
-1.32%
-$11,170.05 
VDE Vanguard Energy ETF
-1.3%
-$3,748.18 
SPCX Space Exploration Technologies Corp. Class A
-1.29%
-$1,030.29 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
-1.28%
-$2,957.7 
VGT Vanguard Information Technology ETF
-1.24%
-$9,814.67 
AMZN Amazon.com Inc
-1.22%
-$153,294.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$2,890.74 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$4,148.45 
XLE Energy Select Sector SPDR Fund
-1.13%
-$10,281.18 
PSX Phillips 66
-1.1%
-$4,876.3 
MTB M&T Bank Corporation
-1.07%
-$2,801.3 
QCOM QUALCOMM Incorporated
-0.99%
-$6,282.51 
AEE Ameren Corporation
-0.97%
-$2,503.08 
CVX Chevron Corporation
-0.94%
-$12,612.74 
ABR Arbor Realty Trust Inc.
-0.93%
-$579.48 
XOM Exxon Mobil Corporation
-0.85%
-$11,019.28 
AEP American Electric Power Company, Inc.
-0.84%
-$1,586 
EWJ iShares MSCI Japan ETF
-0.84%
-$9,545 
IGM iShares Expanded Tech Sector ETF
-0.81%
-$8,701.44 
NLY Annaly Capital Management, Inc.
-0.78%
-$12,206.17 
EUFN iShares MSCI Europe Financials ETF
-0.77%
-$5,637.45 
EIPI FT Energy Income Partners Enhanced Income ETF
-0.75%
-$11,810.41 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$1,794.52 
NEE NextEra Energy, Inc.
-0.69%
-$2,958.3 
VT Vanguard Total World Stock ETF
-0.62%
-$7,440 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.56%
-$2,941.04 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$26,648.58 
IOO iShares Global 100 ETF
-0.52%
-$1,866 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.5%
-$2,141.86 
SHEL Shell plc
-0.44%
-$5,586.56 
DAX Global X DAX Germany ETF
-0.42%
-$2,671.25 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$1,490.36 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$1,763.58 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$12,804.44 
VOO Vanguard S&P 500 ETF
-0.34%
-$2,093.32 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$1,351.43 
IVV iShares Core S&P 500 ETF
-0.32%
-$1,450.79 
OEF iShares S&P 100 ETF
-0.29%
-$5,882.24 
BA Boeing Company
-0.23%
-$2,091.81 
INDA ISHARES MSCI INDIA ETF
-0.22%
-$1,452.57 
VUG Vanguard Growth ETF
-0.16%
-$2,452.75 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.15%
-$1,094.28 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
-0.15%
-$4,907.18 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.12%
-$1,414.85 
XB BondBloxx B Rated USD High Yield Corporate Bond ETF
-0.1%
-$2,318.68 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.1%
-$172 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
-0.09%
-$1,287.28 
BNDX Vanguard Total International Bond ETF
-0.09%
-$239.52 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
-0.06%
-$484.77 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$120.06 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.04%
-$117.02 
IEF iShares 7-10 Year Treasury Bond ETF
-0.04%
-$115.84 
DVY iShares Select Dividend ETF
-0.03%
-$317.41 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
-0.03%
-$746.19 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$85.2 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
-0.02%
-$429.59 
TBIL US Treasury 3 Month Bill ETF
-0.01%
-$1,219.96 Events
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Dividends
Dividend Analysis
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| Trades 1763 | Longs Won 1255/1763 71% | Profit Factor 19.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $402,747.13 |
| Average Win $97,385.87 | Best Trade (Sep 04) $11.18M | Sharpe Ratio -9.98 |
| Average Loss -$12,032.5 | Worst Trade (Jun 30) -$380,346.4 | Z-Score 12.62 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 1d | Expectancy $65,857.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 19,770 | $643,834.25 | $835,974.45 | - | $192,140.2 | 29.84% | -1.319% |
| AAPL Apple Inc. | 94,055 | $18.96M | $31.42M | - | $12.46M | 65.72% | +0.539% |
| ABBV AbbVie Inc. | 10,197 | $1.65M | $2.67M | - | $1.01M | 61.18% | +1.727% |
| ABR Arbor Realty Trust Inc. | 13,170 | $101,540.69 | $61,648.77 | - | -$39,891.92 | -39.29% | -0.931% |
| ADSK Autodesk, Inc. | 1,151 | $249,105.75 | $263,726.1 | - | $14,620.35 | 5.87% | +7.876% |
| AEE Ameren Corporation | 2,454 | $218,746.73 | $254,921.52 | - | $36,174.79 | 16.54% | -0.972% |
| AEHR Aehr Test Systems | 2,155 | $79,907.4 | $182,722.45 | - | $102,815.05 | 128.67% | -10.455% |
| AEP American Electric Power Company, Inc. | 1,525 | $208,639 | $186,492.25 | - | -$22,146.75 | -10.61% | -0.843% |
| AFL Aflac Inc. | 2,366 | $266,140.69 | $276,845.66 | - | $10,704.97 | 4.02% | +1.501% |
| AMD Advanced Micro Devices, Inc. | 6,948 | $705,752.5 | $3.45M | - | $2.74M | 388.3% | -3.901% |
| AMGN Amgen Inc. | 5,292 | $1.5M | $2.02M | - | $516,977.85 | 34.38% | +1.179% |
| AMZN Amazon.com Inc | 48,820 | $5.48M | $12.38M | - | $6.9M | 125.9% | -1.223% |
| ARR Armour Residential REIT Inc. | 83,029 | $1.39M | $1.29M | - | -$102,519.13 | -7.36% | -1.677% |
| AVGO Broadcom Inc. | 5,759 | $683,399.1 | $1.98M | - | $1.3M | 190.45% | -4.785% |
| AWK American Water Works Company, Inc. | 1,602 | $251,286.05 | $222,910.29 | - | -$28,375.76 | -11.29% | +1.057% |
| AXP American Express Company | 1,137 | $181,811.73 | $372,447.09 | - | $190,635.36 | 104.85% | +0.887% |
| BA Boeing Company | 4,269 | $816,603.47 | $896,319.24 | - | $79,715.77 | 9.76% | -0.233% |
| BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF | 137,857 | $7.04M | $6.92M | - | -$124,664.26 | -1.77% | 0.0 |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 18,456 | $1.69M | $1.69M | - | -$3,776.44 | -0.22% | +0.005% |
| BND Vanguard Total Bond Market Index Fund | 5,680 | $413,753.02 | $404,444.4 | - | -$9,308.62 | -2.25% | -0.021% |
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FAQ
Which stocks have generated the highest profits for Todd A. Sixt?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $4.17M, Apple Inc - $3.79M, Seabridge Gold Inc - $2.06M, iShares 0-3 Month Treasury Bond ETF - $1.51M, and Tesla, Inc - $1.5M. 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: Arbor Realty Trust Inc - $347,633.64, Nike, Inc. - Class B - $290,265.48, Dow Inc - $162,915.82, CVS Health Corporation - $140,567.08, and Archer-Daniels-Midland Co - $123,171.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Todd A. Sixt's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.56M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $1.51M, US Treasury 3 Month Bill ETF - $1.48M, BondBloxx Bloomberg Six Month Target Duration US Treasury ETF - $1.36M, BondBloxx CCC-Rated USD High Yield Corporate Bond ETF - $646,623.09, and Microsoft Corp - $418,858.48. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Todd A. Sixt's monthly returns?
Todd A. Sixt's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Todd A. Sixt's strategy be considered aggressive or moderate?
Todd A. Sixt's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Todd A. Sixt's strategy?
Todd A. Sixt'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.
