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:
6.27%
Gain
Monthly
0.2%
Yearly
2.42%
Drawdown
56.88%
$234.56M
Equity
Holdings
$234.56M
Investment
$139M
$102.05M
Profit -$4.87M
Realized
$6.49M
Unrealized
$95.56M
Dividends
$5.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$4.87M
Win %
73%
This Week
Compared To Last Week
Gain
-2.25%
Profit
-$5.39M
Win %
73%
This Month
Compared to last month
Gain
-3.52%
Profit
-$8.57M
Win %
73%
This Year
Compared to last year
Gain
19.86%
Profit
$38.86M
Win %
73%
ACN Accenture plc Class A
+4.42%
+$7,163.21 
ABBV AbbVie Inc.
+3.23%
+$37,650.87 
IBM International Business Machines Corporation
+3.04%
+$5,826.7 
AMGN Amgen Inc.
+2.98%
+$16,077.76 
KO The Coca-Cola Company
+2.8%
+$11,737.11 
COST Costco Wholesale Corporation
+2.59%
+$19,733.25 
FITB Fifth Third Bancorp
+2.55%
+$17,490.55 
WMT Walmart Inc.
+2.53%
+$16,515.75 
TJX The TJX Companies, Inc.
+2.35%
+$6,052.58 
GILD Gilead Sciences Inc.
+2.29%
+$13,662.44 
MA Mastercard Incorporated
+2.26%
+$34,392.4 
XLV Health Care Select Sector SPDR Fund
+2.19%
+$8,577.34 
SCHD Schwab U.S. Dividend Equity ETF
+2.06%
+$10,188.47 
USRT iShares Core U.S. REIT ETF
+2.01%
+$15,255 
URI United Rentals, Inc.
+1.81%
+$10,450 
SACH Sachem Capital Corp.
+1.81%
+$315.84 
MSFT Microsoft Corp.
+1.79%
+$126,774.66 
V Visa Inc. Class A
+1.77%
+$10,439.1 
PG Procter & Gamble Co
+1.77%
+$8,784.86 
AIG American International Group Inc.
+1.63%
+$3,916.25 
DVY iShares Select Dividend ETF
+1.56%
+$34,723.05 
AAPL Apple Inc.
+1.49%
+$164,597.52 
HD The Home Depot, Inc.
+1.46%
+$12,410 
LLY Eli Lilly and Company
+1.35%
+$18,161.53 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$19,097.47 
AVUV Avantis U.S. Small Cap Value ETF
+1.23%
+$10,131 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.22%
+$2,766.75 
JNJ Johnson & Johnson
+1.17%
+$6,471.36 
CVX Chevron Corporation
+1.15%
+$10,050.81 
DE Deere & Company
+0.97%
+$2,290.26 
XLE Energy Select Sector SPDR Fund
+0.84%
+$8,257.4 
XOM Exxon Mobil Corporation
+0.82%
+$2,448.5 
IJR iShares Core S&P Small-Cap ETF
+0.67%
+$12,731.18 
VIG Vanguard Dividend Appreciation ETF
+0.5%
+$1,603.31 
LIN Linde plc
+0.47%
+$2,432.81 
JEPI JPMorgan Equity Premium Income Fund
+0.38%
+$2,414.24 
QUAL iShares MSCI USA Quality Factor ETF
+0.31%
+$1,569.06 
LMT Lockheed Martin Corporation
+0.3%
+$979.66 
GOOG Alphabet Inc
+0.25%
+$13,617.06 
AMZN Amazon.com Inc
+0.22%
+$18,583.06 
GOOGL Alphabet Inc
+0.22%
+$28,302.4 
IJH iShares Core S&P Mid-Cap ETF
+0.21%
+$4,516.64 
GAB Gabelli Equity Trust Inc.
+0.09%
+$285 
VB Vanguard Small-Cap ETF
+0.07%
+$574.2 
CLOZ Panagram BBB-B CLO ETF
+0.06%
+$202.02 
SRLN SPDR Blackstone Senior Loan ETF
+0.04%
+$97.5 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$185.93 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$55.26 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$240.34 
SHV iShares Short Treasury Bond ETF
+0.01%
+$54.06 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
YNDX Yandex NV
0%
$0 
RKLB Rocket Lab Corporation
-12.21%
-$1.07M 
AGX Argan Inc.
-11.08%
-$97,846.04 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-10.21%
-$99,317.25 
IREN IREN Limited
-9.81%
-$30,031.2 
OKLO Oklo Inc.
-9.59%
-$18,855.9 
MRVL Marvell Technology, Inc.
-9.57%
-$107,905.33 
CLS Celestica Inc.
-9.54%
-$312,149.62 
LITE Lumentum Holdings Inc.
-7.45%
-$5,490.94 
MU Micron Technology, Inc.
-7.02%
-$725,918.94 
AMD Advanced Micro Devices, Inc.
-7.01%
-$114,540.12 
SITM SiTime Corporation
-6.52%
-$35,157.14 
FTAI FTAI Aviation Ltd.
-6.44%
-$31,258.58 
GE General Electric Company
-6.11%
-$40,718.5 
KTOS Kratos Defense & Security Solutions, Inc.
-5.53%
-$10,324.58 
LRCX Lam Research Corporation
-5.49%
-$65,631.65 
SOXX iShares Semiconductor ETF
-5.22%
-$19,786.52 
MS Morgan Stanley
-5%
-$26,872.25 
AVGO Broadcom Inc.
-4.59%
-$389,694.78 
FIX Comfort Systems USA, Inc.
-4.52%
-$21,203.1 
ETN Eaton Corporation plc
-4.45%
-$142,345.08 
CCJ Cameco Corporation
-4.42%
-$9,660 
CAT Caterpillar Inc.
-4.34%
-$20,262.3 
ACLS Axcelis Technologies, Inc.
-4.33%
-$14,958 
SMH VanEck Semiconductor ETF
-4.32%
-$116,616.75 
GNRC Generac Holdings Inc.
-3.73%
-$12,506 
GDX VanEck Gold Miners ETF
-3.72%
-$10,504.82 
SLV iShares Silver Trust
-3.67%
-$14,932.39 
VIST Vista Energy, S.A.B. de C.V.
-3.57%
-$8,658 
GEV GE Vernova Inc.
-3.45%
-$65,738.4 
PWR Quanta Services Inc.
-3.43%
-$40,068 
AMAT Applied Materials, Inc.
-3.23%
-$36,878.4 
NVDA NVIDIA Corporation
-3.07%
-$1.14M 
FRDM Freedom 100 Emerging Markets ETF
-3%
-$10,077.68 
ITA iShares U.S. Aerospace & Defense ETF
-2.92%
-$24,747.52 
ANET Arista Networks, Inc.
-2.9%
-$112,682.46 
APP AppLovin Corporation Class A Common Stock
-2.87%
-$57,236.61 
XLK State Street Technology Select Sector SPDR ETF
-2.62%
-$19,106.64 
BWXT Bwx Technologies Inc.
-2.28%
-$7,918.4 
IEMG iShares Core MSCI Emerging Markets ETF
-2.1%
-$42,811.32 
GLD SPDR Gold Shares
-1.94%
-$34,781.04 
META Meta Platforms Inc Class A
-1.9%
-$21,448.8 
AAAU Goldman Sachs Physical Gold ETF
-1.89%
-$3,479.04 
TSLA Tesla, Inc.
-1.86%
-$15,604.05 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
-1.77%
-$5,233.55 
CRWD CrowdStrike Holdings, Inc.
-1.58%
-$124,875.45 
EWZ iShares MSCI Brazil ETF
-1.57%
-$4,520 
QQQ Invesco QQQ Trust, Series 1
-1.57%
-$22,565.04 
RTX RTX Corporation
-1.45%
-$35,037.2 
IESC Ies Holdings Inc.
-1.44%
-$5,559.6 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.39%
-$8,318.27 
SYM Symbotic Inc. Class A
-1.35%
-$7,426.12 
IUSG iShares Core S&P U.S. Growth ETF
-1.35%
-$25,918.2 
VWO Vanguard FTSE Emerging Markets ETF
-1.27%
-$12,747.42 
ASML ASML Holding N.V. New York Registry Shares
-1.2%
-$25,345.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.16%
-$2,668.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.13%
-$8,513.6 
VLUE iShares MSCI USA Value Factor ETF
-1.12%
-$12,552.54 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.11%
-$6,303.37 
BA Boeing Company
-1.06%
-$15,962.12 
TT Trane Technologies plc
-1.05%
-$20,311.2 
HGER Harbor Commodity All-Weather Fund
-1.02%
-$7,694.37 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.91%
-$2,803.47 
DDOG Datadog, Inc. Class A Common Stock
-0.86%
-$5,448 
JPM JPMorgan Chase & Co.
-0.84%
-$17,067.34 
IEFA iShares Core MSCI EAFE ETF
-0.8%
-$4,360.15 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.76%
-$3,322.91 
BLK BlackRock, Inc.
-0.68%
-$2,956.59 
DFAI Dimensional International Core Equity Market ETF
-0.66%
-$7,196.75 
VIS Vanguard Industrials ETF
-0.65%
-$2,542.5 
PANW Palo Alto Networks, Inc.
-0.58%
-$11,656.17 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.53%
-$3,881.22 
DSI iShares MSCI KLD 400 Social ETF
-0.48%
-$1,296.76 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.47%
-$2,123.16 
VOO Vanguard S&P 500 ETF
-0.47%
-$1,469 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$9,061 
IVV iShares Core S&P 500 ETF
-0.46%
-$1,212.85 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$6,264.05 
PLTR Palantir Technologies Inc.
-0.31%
-$2,155.86 
VO Vanguard Mid-Cap ETF
-0.22%
-$2,332.88 
NOC Northrop Grumman Corporation
-0.17%
-$389.15 
BNDX Vanguard Total International Bond ETF
-0.17%
-$1,139.38 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.15%
-$300 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.12%
-$287.07 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$516.66 
FPE First Trust Preferred Securities and Income ETF
-0.08%
-$2,264.82 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$165 
FLXR TCW Flexible Income ETF
-0.06%
-$181.62 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.06%
-$120 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.06%
-$125 
TIP iShares TIPS Bond ETF
-0.06%
-$924.3 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$100 
NEE NextEra Energy, Inc.
-0.04%
-$332.64 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$82.36 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.02%
-$196.33 
FLOT iShares Floating Rate Bond ETF
-0.01%
-$390.32 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.01%
-$131.76 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 965 | Longs Won 667/965 69% | Profit Factor 17.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $969,681.86 |
| Average Win $162,300.62 | Best Trade (Jul 15) $28.39M | Sharpe Ratio -60.71 |
| Average Loss -$20,825.98 | Worst Trade (Sep 30) -$423,618.33 | Z-Score 6.83 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3d | Expectancy $105,749.61 |
| 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% | 0.39% |
| Consecutive Losing Trades | 11,236 | 10,112 | 8,989 | 7,865 | 6,742 | 5,618 | 4,494 | 3,371 | 2,247 | 1,124 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
