TAS
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
Automatically Tracked
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:
23.42%
Gain +0.01%
Monthly
0.93%
Yearly
11.79%
Drawdown
13.15%
$285.4M
Equity
Holdings
$285.4M
Investment
$200.14M
$104.19M
Profit +$19,994.57
Realized
$18.41M
Unrealized
$85.78M
Dividends
$13.25M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$19,994.57
Win %
74%
This Week
Compared To Last Week
Gain
0.01%
Profit
$19,994.57
Win %
74%
This Month
Compared to last month
Gain
-3.01%
Profit
-$8.85M
Win %
74%
This Year
Compared to last year
Gain
0.54%
Profit
$2.69M
Win %
75%
AEHR Aehr Test Systems
+5.28%
+$51,136.01 
CRWV CoreWeave, Inc.
+5.02%
+$26,402.09 
AMD Advanced Micro Devices, Inc.
+4.73%
+$196,080.72 
QCOM QUALCOMM Incorporated
+4.32%
+$32,630.96 
SA Seabridge Gold Inc.
+3.89%
+$134,446.33 
GDX VanEck Gold Miners ETF
+2.97%
+$24,437.48 
WULF TeraWulf Inc.
+2.8%
+$8,484.49 
GS The Goldman Sachs Group, Inc.
+2.62%
+$63,003.62 
JPM JPMorgan Chase & Co.
+2.31%
+$65,655.72 
AXP American Express Company
+2.18%
+$7,902.16 
PM Philip Morris International Inc.
+1.95%
+$7,970.74 
TSLA Tesla, Inc.
+1.82%
+$45,186.96 
MTB M&T Bank Corporation
+1.78%
+$4,425.39 
IRM Iron Mountain Inc.
+1.65%
+$16,841.52 
GLW Corning Incorporated
+1.5%
+$6,691.25 
AWK American Water Works Company, Inc.
+1.5%
+$2,979.72 
NEE NextEra Energy, Inc.
+1.35%
+$5,968.5 
TXN Texas Instruments Inc
+1.35%
+$8,880.16 
ABBV AbbVie Inc.
+1.32%
+$30,366.64 
SPMO Invesco S&P 500 Momentum ETF
+1.26%
+$27,928.1 
VLO Valero Energy Corporation
+1.2%
+$11,190.15 
EUFN iShares MSCI Europe Financials ETF
+1.2%
+$8,192.14 
DVY iShares Select Dividend ETF
+1.19%
+$11,850.06 
SPDV AAM S&P 500 High Dividend Value ETF
+1.17%
+$4,746.4 
AFL Aflac Inc.
+1.16%
+$2,670.3 
INDA ISHARES MSCI INDIA ETF
+1.13%
+$7,765.2 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$7,499.54 
FXI iShares China Large-Cap ETF
+1.09%
+$14,117.38 
JNJ Johnson & Johnson
+1.07%
+$27,218.64 
V Visa Inc. Class A
+1.05%
+$43,179.8 
VRSK Verisk Analytics Inc.
+0.99%
+$2,970 
ABR Arbor Realty Trust Inc.
+0.97%
+$8,962.9 
KR Kroger Co.
+0.92%
+$1,907.47 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$9,085.2 
PPI ASTORIA REAL ASSETS ETF
+0.86%
+$5,359.18 
PG Procter & Gamble Co
+0.86%
+$8,295.64 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$1,930.24 
SLV iShares Silver Trust
+0.77%
+$1,728.19 
VDE Vanguard Energy ETF
+0.77%
+$2,052.18 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$2,686.06 
PSX Phillips 66
+0.76%
+$2,267.98 
CVX Chevron Corporation
+0.75%
+$8,514.74 
XLE Energy Select Sector SPDR Fund
+0.75%
+$5,482.5 
SBUX Starbucks Corporation
+0.74%
+$6,240.37 
MO Altria Group, Inc.
+0.74%
+$2,196.32 
DXJ WisdomTree Japan Hedged Equity Fund
+0.74%
+$7,225 
UNH UnitedHealth Group Incorporated
+0.73%
+$2,726.46 
HD The Home Depot, Inc.
+0.73%
+$21,224.84 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$8,680.22 
MA Mastercard Incorporated
+0.71%
+$12,759.19 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$24,527.94 
AEE Ameren Corporation
+0.69%
+$1,840.5 
EMR Emerson Electric Co.
+0.69%
+$1,990.4 
IGM iShares Expanded Tech Sector ETF
+0.69%
+$7,256.13 
COST Costco Wholesale Corporation
+0.68%
+$37,548.97 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$4,435.83 
MS Morgan Stanley
+0.65%
+$12,747 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$2,101 
CEF Sprott Physical Gold and Silver Trust
+0.62%
+$3,461.94 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$2,231.1 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$30,958.14 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,540.65 
VGT Vanguard Information Technology ETF
+0.58%
+$4,389.84 
EWJ iShares MSCI Japan ETF
+0.57%
+$6,097.12 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$2,284.54 
IVV iShares Core S&P 500 ETF
+0.55%
+$2,392.66 
VOO Vanguard S&P 500 ETF
+0.55%
+$3,374.07 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$2,371.8 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$20,257.18 
GOOGL Alphabet Inc
+0.53%
+$70,471.36 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$2,165 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$5,811.38 
EIPI FT Energy Income Partners Enhanced Income ETF
+0.5%
+$7,666.96 
CHD Church & Dwight Co., Inc.
+0.49%
+$1,303.67 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$6,114.6 
GOOG Alphabet Inc
+0.45%
+$5,168 
WMT Walmart Inc.
+0.45%
+$13,739.25 
VT Vanguard Total World Stock ETF
+0.44%
+$5,065.93 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$4,964.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$821.04 
AMGN Amgen Inc.
+0.32%
+$6,013.56 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.31%
+$516 
XOM Exxon Mobil Corporation
+0.28%
+$3,072.01 
DAX Global X DAX Germany ETF
+0.26%
+$1,666.08 
OEF iShares S&P 100 ETF
+0.24%
+$4,526.07 
PHYS Sprott Physical Gold Trust
+0.19%
+$527.16 
VUG Vanguard Growth ETF
+0.18%
+$2,621.7 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.17%
+$2,286.36 
BNDX Vanguard Total International Bond ETF
+0.17%
+$479.04 
NVDA NVIDIA Corporation
+0.16%
+$22,728.64 
AAAU Goldman Sachs Physical Gold ETF
+0.12%
+$965.6 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.11%
+$210.6 
IOO iShares Global 100 ETF
+0.11%
+$373.2 
KO The Coca-Cola Company
+0.11%
+$457.2 
EXPD Expeditors International of Washington, Inc.
+0.11%
+$268.38 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$454.1 
MSFT Microsoft Corp.
+0.1%
+$16,959.98 
CLOX Eldridge AAA CLO ETF
+0.08%
+$178.46 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.07%
+$376.26 
GLD SPDR Gold Shares
+0.06%
+$296.56 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.04%
+$939.64 
XCCC BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
+0.04%
+$1,840.11 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$112 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.04%
+$2,605.9 
CLOZ Panagram BBB-B CLO ETF
+0.04%
+$110.21 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$314.88 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
+0.03%
+$1,052.84 
PANW Palo Alto Networks, Inc.
+0.03%
+$296.46 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$3,581.62 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.03%
+$1,095.45 
XB BondBloxx B Rated USD High Yield Corporate Bond ETF
+0.02%
+$443.38 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$1,895.26 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$70.3 
ORCL Oracle Corporation
+0.02%
+$442.14 
MCD McDonald's Corporation
+0.01%
+$79.1 
GSY Invesco Ultra Short Duration ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
CRCL Circle Internet Group, Inc.
-5.8%
-$12,458.79 
ADSK Autodesk, Inc.
-3.47%
-$8,396.66 
LLY Eli Lilly and Company
-2.41%
-$24,512.11 
PLTR Palantir Technologies Inc.
-2.36%
-$44,162.31 
NKE Nike, Inc. - Class B
-2.24%
-$4,052.02 
AAPL Apple Inc.
-1.52%
-$470,268 
LMT Lockheed Martin Corporation
-1.52%
-$8,884.37 
MU Micron Technology, Inc.
-1.43%
-$9,026.59 
MRK Merck & Co., Inc.
-1.42%
-$4,145.03 
AMZN Amazon.com Inc
-1.23%
-$145,045.43 
BA Boeing Company
-1.16%
-$10,903.07 
NFLX Netflix, Inc.
-1.14%
-$4,702.08 
OSS One Stop Systems, Inc.
-1.13%
-$2,098.36 
UBER Uber Technologies, Inc.
-1.01%
-$3,077.9 
IBM International Business Machines Corporation
-0.95%
-$17,466.25 
AVGO Broadcom Inc.
-0.91%
-$23,016.02 
KTEC KraneShares Hang Seng TECH Index ETF
-0.68%
-$1,449.09 
FSI Flexible Solutions International Inc.
-0.63%
-$569.12 
CSCO Cisco Systems, Inc.
-0.6%
-$4,374.17 
ETN Eaton Corporation plc
-0.57%
-$2,639.25 
UPS United Parcel Service, Inc.
-0.51%
-$3,226.86 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
-0.48%
-$1,183.08 
SPDN Direxion Daily S&P 500 Bear 1X Shares
-0.45%
-$400 
RTX RTX Corporation
-0.37%
-$7,312.15 
CRM Salesforce Inc
-0.34%
-$1,526 
META Meta Platforms Inc Class A
-0.26%
-$9,420.71 
SHEL Shell plc
-0.22%
-$2,368.92 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.22%
-$540.4 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.22%
-$468.15 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$1,179.06 
ARR Armour Residential REIT Inc.
-0.17%
-$2,200.56 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
-0.16%
-$385.78 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$413.37 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.07%
-$1,403.36 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
-0.06%
-$1,120.02 
NLY Annaly Capital Management, Inc.
-0.04%
-$662.61 
FLTR VanEck IG Floating Rate ETF
-0.04%
-$373.87 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
-0.03%
-$683.36 
BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
-0.01%
-$605.72 
FTSM First Trust Enhanced Short Maturity Fund
-0.01%
-$19.18 Events
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Dividends
Dividend Analysis
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| Trades 1624 | Longs Won 1166/1624 71% | Profit Factor 21.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $384,928.55 |
| Average Win $93,731.35 | Best Trade (Jun 14) $10.06M | Sharpe Ratio -8.49 |
| Average Loss -$11,138.24 | Worst Trade (Jun 14) -$448,144.82 | Z-Score 12.99 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w | Expectancy $64,156.06 |
| 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 | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
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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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