David McNeely Portfolio
Invests via Darden Wealth Group Inc | Managed by David McNeely
Invests via Darden Wealth Group Inc
Managed by David McNeely
Automatically Tracked
David McNeely Profile
Veteran investment executive focused on growth-stage technology and software companies. David McNeely combines operating experience with transaction and portfolio-management skills, advising on M&A, go-to-market scaling and capital strategy. Background spans operator roles, buyouts and growth equity; engages in board-level oversight, KPI-driven value creation and sourcing cross-border opportunities. Typical focus: enterprise SaaS, fintech infrastructure and B2B marketplaces.
Veteran investment executive focused on growth-stage technology and software companies. David McNeely combines operating experience with transaction and portfolio-management skills, advising on M&A, go-to-market scaling and capital strategy. Background spans operator roles, buyouts and growth equity; engages in board-level oversight, KPI-driven value creation and sourcing cross-border opportunities. Typical focus: enterprise SaaS, fintech infrastructure and B2B marketplaces.
Investment Philosophy & Strategy
Applies a growth‑stage, operationally informed investment approach targeting enterprise SaaS, fintech infrastructure and B2B marketplaces. Prefers structured growth equity and buyout situations where board-level involvement, KPI-driven value creation and go‑to‑market scaling accelerate outcomes. Underwrites companies with clear unit economics and cross-border expansion potential, emphasizes capital strategy alignment, staged capital deployment, and exit pathways via M&A or strategic sale.
Applies a growth‑stage, operationally informed investment approach targeting enterprise SaaS, fintech infrastructure and B2B marketplaces. Prefers structured growth equity and buyout situations where board-level involvement, KPI-driven value creation and go‑to‑market scaling accelerate outcomes. Underwrites companies with clear unit economics and cross-border expansion potential, emphasizes capital strategy alignment, staged capital deployment, and exit pathways via M&A or strategic sale.
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:
105.37%
Gain -1.64%
Monthly
2.27%
Yearly
30.95%
Drawdown
22.91%
$241.39M
Equity
Holdings
$241.39M
Investment
$147.37M
$101.21M
Profit -$2.9M
Realized
$7.19M
Unrealized
$94.02M
Dividends
$5.15M
Goals
Avg. 40% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.64%
Profit
-$2.9M
Win %
70%
This Week
Compared To Last Week
Gain
-1.71%
Profit
-$4.19M
Win %
70%
This Month
Compared to last month
Gain
-1.19%
Profit
-$2.9M
Win %
70%
This Year
Compared to last year
Gain
-3.92%
Profit
-$9.85M
Win %
69%
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
+14.26%
+$42,532 
SYNA Synaptics Incorporated
+7.19%
+$29,520 
INFQ Infleqtion Inc.
+2.4%
+$2,912.26 
IREN IREN Limited
+2.21%
+$12,735.74 
AMD Advanced Micro Devices, Inc.
+2.21%
+$36,716.06 
QCOM QUALCOMM Incorporated
+1.82%
+$3,420.56 
ETN Eaton Corporation plc
+1.76%
+$60,610.98 
VECO Veeco Instruments Inc.
+1.59%
+$2,856 
AVGO Broadcom Inc.
+1.54%
+$137,951.24 
TJX The TJX Companies, Inc.
+1.34%
+$3,648.7 
AVUV Avantis U.S. Small Cap Value ETF
+1.18%
+$9,300.06 
META Meta Platforms Inc Class A
+0.9%
+$6,333.48 
COST Costco Wholesale Corporation
+0.62%
+$4,465.31 
TIP iShares TIPS Bond ETF
+0.59%
+$8,938.44 
DE Deere & Company
+0.46%
+$1,133.16 
AAPL Apple Inc.
+0.45%
+$47,519.48 
CLOZ Panagram BBB-B CLO ETF
+0.44%
+$2,004.22 
GOOG Alphabet Inc
+0.43%
+$22,805.15 
SMH VanEck Semiconductor ETF
+0.31%
+$8,713.81 
V Visa Inc. Class A
+0.28%
+$1,635.88 
JEPI JPMorgan Equity Premium Income Fund
+0.14%
+$899.84 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$612.92 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.12%
+$1,061.99 
MA Mastercard Incorporated
+0.11%
+$1,730.41 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.02%
+$261.24 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$233.87 
SHV iShares Short Treasury Bond ETF
+0.01%
+$109.11 
AIG American International Group Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
ARM Arm Holdings plc American Depositary Receipt
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
BWXT Bwx Technologies Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CCJ Cameco Corporation
0%
$0 
CLS Celestica Inc.
0%
$0 
COHR Coherent Corp.
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
GH Guardant Health Inc.
0%
$0 
GNRC Generac Holdings Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IESC Ies Holdings Inc.
0%
$0 
LITE Lumentum Holdings Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
PWR Quanta Services Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
TDY Teledyne Technologies Incorporated
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
$0 
URI United Rentals, Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
DSI iShares MSCI KLD 400 Social ETF
0%
$0 
EWZ iShares MSCI Brazil ETF
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SOXX iShares Semiconductor ETF
0%
$0 
USRT iShares Core U.S. REIT ETF
0%
$0 
VIS Vanguard Industrials ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
0%
$0 
FLXR TCW Flexible Income ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
SNDK SanDisk Corporation
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
APP AppLovin Corporation Class A Common Stock
-19.66%
-$333,365.63 
NBIS Nebius Group N.V.
-10.11%
-$56,785.61 
EWY iShares MSCI South Korea ETF
-7.12%
-$98,619.56 
HIMX Himax Technologies Inc.
-6.07%
-$12,696.75 
UFO Procure Space ETF
-6.01%
-$17,880.8 
CIBR First Trust NASDAQ Cybersecurity ETF
-5.88%
-$17,047.8 
AGX Argan Inc.
-5.22%
-$47,085.03 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
-4.84%
-$20,425.52 
AMGN Amgen Inc.
-4.37%
-$27,089.01 
IUSG iShares Core S&P U.S. Growth ETF
-4.2%
-$81,372.5 
AIRR First Trust RBA American Industrial Renaissance ETF
-4.11%
-$23,050.99 
ACLS Axcelis Technologies, Inc.
-4.06%
-$9,990 
BA Boeing Company
-3.35%
-$51,858.06 
VV Vanguard Large-Cap Index Fund ETF Shares
-3.02%
-$22,652.26 
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF
-2.84%
-$6,557.23 
MU Micron Technology, Inc.
-2.6%
-$322,155.2 
LIN Linde plc
-2.58%
-$12,746.01 
ANET Arista Networks, Inc.
-2.53%
-$116,012.51 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$12,099.62 
ESGE iShares ESG Aware MSCI EM ETF
-2.35%
-$4,839.72 
IJR iShares Core S&P Small-Cap ETF
-2.34%
-$43,994.03 
VLUE iShares MSCI USA Value Factor ETF
-2.25%
-$25,742.73 
VIG Vanguard Dividend Appreciation ETF
-2.13%
-$7,184.59 
SACH Sachem Capital Corp.
-2.09%
-$232.22 
FNCL Fidelity MSCI Financials Index ETF
-1.95%
-$6,279.01 
GE General Electric Company
-1.75%
-$11,472.4 
GEV GE Vernova Inc.
-1.74%
-$33,854.26 
DFAI Dimensional International Core Equity Market ETF
-1.7%
-$16,914.15 
ESGD iShares ESG Aware MSCI EAFE ETF
-1.69%
-$7,619.4 
NEE NextEra Energy, Inc.
-1.5%
-$10,459.32 
SITM SiTime Corporation
-1.46%
-$7,547.75 
APO Apollo Global Management, Inc.
-1.38%
-$3,034.52 
IBM International Business Machines Corporation
-1.35%
-$2,305.5 
GOOGL Alphabet Inc
-1.29%
-$164,454.85 
INTC Intel Corporation
-1.24%
-$1,850 
FRDM Freedom 100 Emerging Markets ETF
-1.23%
-$7,157.09 
CRWD CrowdStrike Holdings, Inc.
-1.18%
-$95,164.16 
FITB Fifth Third Bancorp
-1.11%
-$7,623.68 
JNJ Johnson & Johnson
-1.03%
-$6,884.11 
ABBV AbbVie Inc.
-0.97%
-$11,476.8 
PANW Palo Alto Networks, Inc.
-0.87%
-$18,040.47 
JPM JPMorgan Chase & Co.
-0.82%
-$18,172.08 
GILD Gilead Sciences Inc.
-0.68%
-$4,085.05 
ITA iShares U.S. Aerospace & Defense ETF
-0.65%
-$5,411.63 
TSLA Tesla, Inc.
-0.63%
-$4,126.84 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.61%
-$1,200 
BLK BlackRock, Inc.
-0.59%
-$2,713.48 
VO Vanguard Mid-Cap ETF
-0.51%
-$5,339.04 
FPE First Trust Preferred Securities and Income ETF
-0.5%
-$13,613.04 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.48%
-$960 
RKLB Rocket Lab Corporation
-0.45%
-$40,964.56 
XLV Health Care Select Sector SPDR Fund
-0.37%
-$1,520.89 
VB Vanguard Small-Cap ETF
-0.37%
-$2,847.01 
FTAI FTAI Aviation Ltd.
-0.33%
-$1,539.2 
WMT Walmart Inc.
-0.33%
-$2,170.79 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$6,769 
KO The Coca-Cola Company
-0.31%
-$1,442.61 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
-0.3%
-$2,260 
DVY iShares Select Dividend ETF
-0.28%
-$6,242.06 
GAB Gabelli Equity Trust Inc.
-0.28%
-$1,167.62 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$1,548.24 
IUSB iShares Core Universal USD Bond ETF
-0.26%
-$657.96 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.25%
-$500 
MRVL Marvell Technology, Inc.
-0.23%
-$3,336.51 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.22%
-$535.04 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$1,688.37 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.16%
-$330 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$3,190.57 
IVV iShares Core S&P 500 ETF
-0.16%
-$429.27 
AMZN Amazon.com Inc
-0.14%
-$13,181.27 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.14%
-$621.46 
NVDA NVIDIA Corporation
-0.1%
-$39,304.47 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.08%
-$583.1 
JAAA Janus Henderson AAA CLO ETF
-0.04%
-$1,160.92 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.03%
-$82.03 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.02%
-$49 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1095 | Longs Won 749/1095 68% | Profit Factor 11.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $935,823.95 |
| Average Win $148,446.51 | Best Trade (Aug 28) $30.5M | Sharpe Ratio -10.91 |
| Average Loss -$28,821.65 | Worst Trade (Aug 07) -$695,735.33 | Z-Score 2.74 (99.38%) |
| Commissions $0 | Avg. Trade Length 1y 2m 5d | Expectancy $92,433.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.47% |
| Consecutive Losing Trades | 8,403 | 7,563 | 6,723 | 5,882 | 5,042 | 4,202 | 3,361 | 2,521 | 1,681 | 840 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,702 | $6.63M | $10.53M | - | $3.9M | 58.89% | +0.453% |
| ABBV AbbVie Inc. | 4,782 | $827,221.77 | $1.17M | - | $338,629.83 | 40.94% | -0.975% |
| ACLS Axcelis Technologies, Inc. | 1,800 | $167,543.4 | $236,016 | - | $68,472.6 | 40.87% | -4.061% |
| AGX Argan Inc. | 1,500 | $829,669.5 | $855,644.98 | - | $25,975.48 | 3.13% | -5.216% |
| AIG American International Group Inc. | 3,133 | $212,260.99 | $251,015.96 | - | $38,754.97 | 18.26% | 0.0 |
| AIRR First Trust RBA American Industrial Renaissance ETF | 4,601 | $332,775.98 | $538,547.06 | - | $205,771.08 | 61.83% | -4.105% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 2,955 | $491,832.59 | $940,960.62 | - | $449,128.03 | 91.32% | 0.0 |
| AMAT Applied Materials, Inc. | 1,970 | $360,647.99 | $1.05M | - | $691,804.79 | 191.82% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 3,454 | $673,781.24 | $1.7M | - | $1.03M | 152.56% | +2.205% |
| AMGN Amgen Inc. | 1,521 | $430,585.05 | $593,220.4 | - | $162,635.35 | 37.77% | -4.367% |
| AMZN Amazon.com Inc | 33,799 | $5.31M | $9.2M | - | $3.9M | 73.4% | -0.143% |
| ANET Arista Networks, Inc. | 23,249 | $2.67M | $4.47M | - | $1.8M | 67.61% | -2.529% |
| APO Apollo Global Management, Inc. | 1,700 | $222,037 | $217,523.5 | - | -$4,513.5 | -2.03% | -1.376% |
| APP AppLovin Corporation Class A Common Stock | 4,059 | $1.52M | $1.36M | - | -$157,013.35 | -10.33% | -19.658% |
| ARM Arm Holdings plc American Depositary Receipt | 3,916 | $1.39M | $1.08M | - | -$313,240.76 | -22.56% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 1,169 | $887,917.41 | $1.96M | - | $1.07M | 120.95% | 0.0 |
| AVGO Broadcom Inc. | 21,421 | $3.8M | $9.1M | - | $5.29M | 139.11% | +1.54% |
| AVUV Avantis U.S. Small Cap Value ETF | 6,200 | $655,376 | $798,188.06 | - | $142,812.06 | 21.79% | +1.179% |
| BA Boeing Company | 6,450 | $1.52M | $1.5M | - | -$20,003.85 | -1.32% | -3.347% |
| BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI | 4,900 | $298,361 | $340,893 | - | $42,532 | 14.26% | +14.255% |
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 David McNeely?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $5.86M, ANET - $525,331.07, iShares Floating Rate Bond ETF - $485,379.39, Broadcom Inc - $438,099.13, and Energy Select Sector SPDR Fund - $419,048.55. 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: Boeing Company - $851,803.55, Intel Corporation - $458,701.66, Advanced Micro Devices, Inc - $446,293.04, Rocket Lab Corporation - $377,602, and Sachem Capital Corp - $335,404.69. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David McNeely's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.15M earned over time. The largest contributors to dividend income include iShares Floating Rate Bond ETF - $484,706.94, First Trust Preferred Securities and Income ETF - $390,588.02, iShares Select Dividend ETF - $196,560.83, Janus Henderson AAA CLO ETF - $178,618.18, and iShares TIPS Bond ETF - $158,213.92. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David McNeely's monthly returns?
David McNeely'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 David McNeely's strategy be considered aggressive or moderate?
David McNeely'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 David McNeely's strategy?
David McNeely'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.
