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:
104.66%
Gain -1.1%
Monthly
2.16%
Yearly
29.24%
Drawdown
22.91%
$240.62M
Equity
Holdings
$240.62M
Investment
$147.37M
$100.48M
Profit -$1.9M
Realized
$7.23M
Unrealized
$93.25M
Dividends
$5.53M
Goals
Avg. 39.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.1%
Profit
-$1.9M
Win %
70%
This Week
Compared To Last Week
Gain
-5.08%
Profit
-$12.88M
Win %
70%
This Month
Compared to last month
Gain
-3.93%
Profit
-$9.86M
Win %
70%
This Year
Compared to last year
Gain
-4.21%
Profit
-$10.58M
Win %
69%
GE General Electric Company
+2.75%
+$14,757.6 
RTX RTX Corporation
+2.69%
+$61,516.9 
LMT Lockheed Martin Corporation
+2.54%
+$8,520.74 
BLK BlackRock, Inc.
+2.29%
+$10,297.23 
GDX VanEck Gold Miners ETF
+2.24%
+$7,690.81 
JPM JPMorgan Chase & Co.
+2.23%
+$46,357.5 
NOC Northrop Grumman Corporation
+2.2%
+$4,730 
APO Apollo Global Management, Inc.
+2.09%
+$3,978 
FITB Fifth Third Bancorp
+2%
+$11,971.56 
TT Trane Technologies plc
+1.96%
+$36,496.56 
ITA iShares U.S. Aerospace & Defense ETF
+1.93%
+$13,246.8 
LIN Linde plc
+1.55%
+$7,675.78 
NEE NextEra Energy, Inc.
+1.54%
+$9,851.22 
BA Boeing Company
+1.54%
+$18,705 
JNJ Johnson & Johnson
+1.43%
+$9,368.56 
KO The Coca-Cola Company
+1.42%
+$6,999.33 
AIG American International Group Inc.
+1.32%
+$3,273.99 
TJX The TJX Companies, Inc.
+1.29%
+$3,171.3 
XLU Utilities Select Sector SPDR Fund
+1.28%
+$3,263.5 
BWXT Bwx Technologies Inc.
+1.24%
+$3,341.8 
HD The Home Depot, Inc.
+1.17%
+$8,604.02 
BRK-B Berkshire Hathaway Inc.
+1.16%
+$18,598.48 
FNCL Fidelity MSCI Financials Index ETF
+1.15%
+$3,510 
LLY Eli Lilly and Company
+1.11%
+$26,835.5 
EWZ iShares MSCI Brazil ETF
+1.02%
+$4,441.25 
WMT Walmart Inc.
+0.99%
+$6,864.39 
COST Costco Wholesale Corporation
+0.98%
+$7,277.09 
DFAI Dimensional International Core Equity Market ETF
+0.94%
+$9,036.3 
DVY iShares Select Dividend ETF
+0.94%
+$20,151.45 
ASML ASML Holding N.V. New York Registry Shares
+0.91%
+$17,593.52 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.89%
+$2,743.87 
SCHD Schwab U.S. Dividend Equity ETF
+0.88%
+$4,596.93 
VIS Vanguard Industrials ETF
+0.85%
+$3,073.6 
GEV GE Vernova Inc.
+0.85%
+$15,048.45 
USRT iShares Core U.S. REIT ETF
+0.84%
+$5,616.01 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.8%
+$3,471.06 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
+0.77%
+$5,424 
MS Morgan Stanley
+0.76%
+$3,429.13 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.74%
+$3,601.91 
V Visa Inc. Class A
+0.72%
+$4,518.2 
FTAI FTAI Aviation Ltd.
+0.72%
+$2,537.6 
AVUV Avantis U.S. Small Cap Value ETF
+0.7%
+$5,239 
AAPL Apple Inc.
+0.68%
+$77,851.62 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
+0.64%
+$2,499.4 
AMGN Amgen Inc.
+0.63%
+$4,129.52 
CAT Caterpillar Inc.
+0.61%
+$3,192.38 
ABBV AbbVie Inc.
+0.58%
+$7,842.53 
TDY Teledyne Technologies Incorporated
+0.57%
+$1,132.81 
TSLA Tesla, Inc.
+0.56%
+$4,177.94 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.56%
+$2,561.84 
GLD SPDR Gold Shares
+0.55%
+$10,542.01 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$1,599.64 
XOM Exxon Mobil Corporation
+0.46%
+$1,530.39 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.38%
+$887.04 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$2,137.12 
CCJ Cameco Corporation
+0.32%
+$648 
IJR iShares Core S&P Small-Cap ETF
+0.32%
+$5,562.48 
MA Mastercard Incorporated
+0.27%
+$4,619.05 
UFO Procure Space ETF
+0.23%
+$574.75 
TIP iShares TIPS Bond ETF
+0.22%
+$3,334.18 
SYNA Synaptics Incorporated
+0.2%
+$984 
FPE First Trust Preferred Securities and Income ETF
+0.17%
+$4,537.68 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$3,249.15 
NVDA NVIDIA Corporation
+0.16%
+$60,665.6 
VO Vanguard Mid-Cap ETF
+0.16%
+$1,652.56 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$645.1 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.11%
+$220 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.11%
+$1,306.35 
FLXR TCW Flexible Income ETF
+0.1%
+$303.96 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.1%
+$200 
IUSB iShares Core Universal USD Bond ETF
+0.1%
+$246.74 
CLOZ Panagram BBB-B CLO ETF
+0.1%
+$435.7 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.09%
+$180 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.07%
+$126 
XLV Health Care Select Sector SPDR Fund
+0.05%
+$222.57 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$100 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.04%
+$236.29 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$1,214.04 
SHV iShares Short Treasury Bond ETF
+0.03%
+$327.27 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$580.46 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
+$4.68 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
-12.48%
-$42,532 
NBIS Nebius Group N.V.
-6.59%
-$31,844.06 
DDOG Datadog, Inc. Class A Common Stock
-6.29%
-$45,225 
COHR Coherent Corp.
-5.5%
-$19,140.31 
PANW Palo Alto Networks, Inc.
-5.26%
-$110,775.26 
CRWD CrowdStrike Holdings, Inc.
-5.11%
-$481,600.39 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-5.05%
-$45,049 
IREN IREN Limited
-4.94%
-$22,213.5 
SNDK SanDisk Corporation
-4.37%
-$27,174.78 
SITM SiTime Corporation
-4.29%
-$20,518.09 
GH Guardant Health Inc.
-4.08%
-$11,509 
ARM Arm Holdings plc American Depositary Receipt
-3.82%
-$36,653.72 
INFQ Infleqtion Inc.
-3.69%
-$3,920.35 
MU Micron Technology, Inc.
-3.62%
-$468,513.5 
LITE Lumentum Holdings Inc.
-3.56%
-$19,040.55 
AMD Advanced Micro Devices, Inc.
-3.26%
-$63,380.83 
CIBR First Trust NASDAQ Cybersecurity ETF
-3.19%
-$9,801 
INTC Intel Corporation
-3.18%
-$4,484.4 
PLTR Palantir Technologies Inc.
-3.15%
-$13,427.68 
MRVL Marvell Technology, Inc.
-3.07%
-$51,506.98 
RKLB Rocket Lab Corporation
-2.93%
-$195,184.08 
LRCX Lam Research Corporation
-2.7%
-$26,426.8 
CLS Celestica Inc.
-2.69%
-$83,307.52 
ACLS Axcelis Technologies, Inc.
-2.4%
-$4,968 
VECO Veeco Instruments Inc.
-2.36%
-$3,621 
AMAT Applied Materials, Inc.
-2.15%
-$18,242.22 
AVGO Broadcom Inc.
-1.99%
-$146,947.85 
SOXX iShares Semiconductor ETF
-1.97%
-$6,932.46 
ANET Arista Networks, Inc.
-1.93%
-$83,463.91 
META Meta Platforms Inc Class A
-1.93%
-$16,992.86 
HIMX Himax Technologies Inc.
-1.82%
-$3,448.5 
SMH VanEck Semiconductor ETF
-1.6%
-$44,360.96 
XLK State Street Technology Select Sector SPDR ETF
-1.45%
-$11,765.56 
QCOM QUALCOMM Incorporated
-1.44%
-$3,073.71 
EWY iShares MSCI South Korea ETF
-1.42%
-$18,184.02 
GOOGL Alphabet Inc
-1.08%
-$133,180.6 
QQQ Invesco QQQ Trust, Series 1
-1.04%
-$15,092.45 
APP AppLovin Corporation Class A Common Stock
-1.01%
-$11,405.83 
GOOG Alphabet Inc
-0.98%
-$49,729.94 
ESGE iShares ESG Aware MSCI EM ETF
-0.96%
-$1,951.5 
FIX Comfort Systems USA, Inc.
-0.89%
-$3,557.26 
IBM International Business Machines Corporation
-0.8%
-$1,355.75 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.78%
-$5,481.12 
IEMG iShares Core MSCI Emerging Markets ETF
-0.77%
-$15,313.7 
MSFT Microsoft Corp.
-0.75%
-$68,377 
PWR Quanta Services Inc.
-0.75%
-$9,350.44 
FRDM Freedom 100 Emerging Markets ETF
-0.67%
-$3,751.01 
VWO Vanguard FTSE Emerging Markets ETF
-0.66%
-$6,500.34 
AMZN Amazon.com Inc
-0.59%
-$51,036.15 
IUSG iShares Core S&P U.S. Growth ETF
-0.58%
-$11,351.98 
IESC Ies Holdings Inc.
-0.53%
-$1,442 
VLUE iShares MSCI USA Value Factor ETF
-0.53%
-$5,985.33 
AGX Argan Inc.
-0.52%
-$2,880 
GILD Gilead Sciences Inc.
-0.46%
-$3,313.47 
DSI iShares MSCI KLD 400 Social ETF
-0.28%
-$791.82 
ETN Eaton Corporation plc
-0.26%
-$7,989.36 
URI United Rentals, Inc.
-0.22%
-$1,286.98 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.17%
-$756.55 
GNRC Generac Holdings Inc.
-0.16%
-$459.11 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.15%
-$2,286.36 
VB Vanguard Small-Cap ETF
-0.15%
-$1,105.77 
DE Deere & Company
-0.14%
-$369.07 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.14%
-$1,060.52 
VOO Vanguard S&P 500 ETF
-0.12%
-$397.59 
SACH Sachem Capital Corp.
-0.12%
-$13.12 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$2,386.43 
IVV iShares Core S&P 500 ETF
-0.12%
-$319.33 
GAB Gabelli Equity Trust Inc.
-0.1%
-$369.5 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.06%
-$530.98 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.05%
-$123.05 
QUAL iShares MSCI USA Quality Factor ETF
-0.05%
-$242.99 
BNDX Vanguard Total International Bond ETF
-0.04%
-$97.6 
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF
-0.02%
-$54.11 Events
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Dividends
Dividend Analysis
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| Trades 1095 | Longs Won 745/1095 68% | Profit Factor 10.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $945,151.69 |
| Average Win $149,503.2 | Best Trade (Oct 14) $29.35M | Sharpe Ratio -10.91 |
| Average Loss -$31,255.24 | Worst Trade (Oct 16) -$628,418.36 | Z-Score 7.73 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 4d | Expectancy $91,765.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.56% |
| Consecutive Losing Trades | 7,692 | 6,923 | 6,154 | 5,385 | 4,615 | 3,846 | 3,077 | 2,308 | 1,538 | 769 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,702 | $6.63M | $11.6M | - | $4.98M | 75.12% | +0.675% |
| ABBV AbbVie Inc. | 4,782 | $827,221.77 | $1.36M | - | $535,839.51 | 64.78% | +0.579% |
| ACLS Axcelis Technologies, Inc. | 1,800 | $167,543.4 | $202,230 | - | $34,686.6 | 20.7% | -2.398% |
| AGX Argan Inc. | 1,500 | $829,669.5 | $547,860 | - | -$281,809.5 | -33.97% | -0.523% |
| AIG American International Group Inc. | 3,133 | $212,260.99 | $251,156.94 | - | $38,895.95 | 18.32% | +1.321% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 4,601 | $332,775.98 | $464,548.25 | - | $131,772.27 | 39.6% | +0.555% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 2,955 | $491,832.59 | $847,301.92 | - | $355,469.33 | 72.27% | -5.048% |
| AMAT Applied Materials, Inc. | 1,970 | $360,647.99 | $828,877.5 | - | $468,229.51 | 129.83% | -2.153% |
| AMD Advanced Micro Devices, Inc. | 3,454 | $673,781.24 | $1.88M | - | $1.2M | 178.81% | -3.264% |
| AMGN Amgen Inc. | 1,521 | $430,585.05 | $664,289.14 | - | $233,704.09 | 54.28% | +0.626% |
| AMZN Amazon.com Inc | 33,799 | $5.31M | $8.56M | - | $3.25M | 61.29% | -0.593% |
| ANET Arista Networks, Inc. | 23,249 | $2.67M | $4.23M | - | $1.56M | 58.61% | -1.934% |
| APO Apollo Global Management, Inc. | 1,700 | $222,037 | $194,157 | - | -$27,880 | -12.56% | +2.092% |
| APP AppLovin Corporation Class A Common Stock | 4,059 | $1.52M | $1.12M | - | -$397,265.56 | -26.14% | -1.006% |
| ARM Arm Holdings plc American Depositary Receipt | 3,916 | $1.39M | $921,943.88 | - | -$466,552.12 | -33.6% | -3.824% |
| ASML ASML Holding N.V. New York Registry Shares | 1,169 | $887,917.41 | $1.96M | - | $1.07M | 120.19% | +0.908% |
| AVGO Broadcom Inc. | 21,421 | $3.8M | $7.23M | - | $3.42M | 89.99% | -1.992% |
| AVUV Avantis U.S. Small Cap Value ETF | 6,200 | $655,376 | $751,967 | - | $96,591 | 14.74% | +0.702% |
| BA Boeing Company | 6,450 | $1.52M | $1.24M | - | -$281,357.79 | -18.54% | +1.537% |
| BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI | 4,900 | $298,361 | $298,361 | - | - | - | -12.477% |
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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 - $5.91M, ANET - $525,331.07, iShares Floating Rate Bond ETF - $500,028, Broadcom Inc - $452,022.78, 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 - $335,273.49. 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 $5.53M earned over time. The largest contributors to dividend income include iShares Floating Rate Bond ETF - $499,355.55, First Trust Preferred Securities and Income ETF - $405,668.24, iShares Select Dividend ETF - $214,595.36, Janus Henderson AAA CLO ETF - $202,397.88, and Microsoft Corp - $163,761.72. 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.
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