BGM
Brendan G. Moody Portfolio
Invests via Watershed Private Wealth LLC | Managed by Brendan G. Moody, Joshi Koneru
Invests via Watershed Private Wealth LLC
Managed by Brendan G. Moody, Joshi Koneru
Automatically Tracked
Brendan G. Moody Profile
A seasoned investor and corporate strategist, Brendan G. Moody has carved out a significant niche in the landscape of financial services. With deep expertise in navigating complex capital markets, he combines his analytical acumen with hands-on operational experience to drive transformative growth initiatives within organizations. He has consistently demonstrated an ability to identify emerging opportunities across diverse sectors while establishing influential relationships that foster business development and innovation. Brendan’s leadership track record underscores a commitment to enhancing organizational value through strategic vision and disciplined execution.
A seasoned investor and corporate strategist, Brendan G. Moody has carved out a significant niche in the landscape of financial services. With deep expertise in navigating complex capital markets, he combines his analytical acumen with hands-on operational experience to drive transformative growth initiatives within organizations. He has consistently demonstrated an ability to identify emerging opportunities across diverse sectors while establishing influential relationships that foster business development and innovation. Brendan’s leadership track record underscores a commitment to enhancing organizational value through strategic vision and disciplined execution.
Investment Philosophy & Strategy
Operating from a foundation of comprehensive market insights, Brendan G. Moody embraces an entrepreneurial approach to investing that prioritizes innovation and growth potential. His strategic foresight allows him to capitalize on disruptive trends within various sectors, enabling the identification of high-impact opportunities. With a rich background in operational leadership, he adeptly navigates organizational dynamics to align investment strategies with overall business objectives. The emphasis is placed on fostering sustainable relationships that promote collaborative development and adaptive growth pathways, ensuring a responsive stance towards market evolution.
Operating from a foundation of comprehensive market insights, Brendan G. Moody embraces an entrepreneurial approach to investing that prioritizes innovation and growth potential. His strategic foresight allows him to capitalize on disruptive trends within various sectors, enabling the identification of high-impact opportunities. With a rich background in operational leadership, he adeptly navigates organizational dynamics to align investment strategies with overall business objectives. The emphasis is placed on fostering sustainable relationships that promote collaborative development and adaptive growth pathways, ensuring a responsive stance towards market evolution.
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:
34.67%
Gain
Monthly
0.99%
Yearly
12.56%
Drawdown
14.31%
$356.9M
Equity
Holdings
$356.9M
Investment
$269.37M
$128.74M
Profit -$3,937.76
Realized
$35.99M
Unrealized
$92.75M
Dividends
$14M
Goals
Avg. 75% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$3,937.76
Win %
81%
This Week
Compared To Last Week
Gain
-0.001%
Profit
-$3,937.76
Win %
81%
This Month
Compared to last month
Gain
-1.46%
Profit
-$5.28M
Win %
81%
This Year
Compared to last year
Gain
2.51%
Profit
$9.92M
Win %
80%
CRWV CoreWeave, Inc.
+5.02%
+$12,987 
ANET Arista Networks, Inc.
+4.37%
+$29,719.89 
JPM JPMorgan Chase & Co.
+2.31%
+$24,784.47 
TSLA Tesla, Inc.
+1.82%
+$51,229.36 
VRT Vertiv Holdings Co
+1.68%
+$6,037.9 
WFC Wells Fargo & Company
+1.61%
+$4,166.89 
CAT Caterpillar Inc.
+1.44%
+$68,245.61 
NEE NextEra Energy, Inc.
+1.35%
+$4,971.45 
ABBV AbbVie Inc.
+1.32%
+$5,132.64 
SPMO Invesco S&P 500 Momentum ETF
+1.26%
+$93,928.4 
LRCX Lam Research Corporation
+1.18%
+$24,178.5 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$7,494.63 
JNJ Johnson & Johnson
+1.07%
+$4,224.02 
V Visa Inc. Class A
+1.05%
+$16,205.79 
BMO Bank of Montreal
+1.02%
+$6,799.96 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$7,191.18 
SCHH Schwab U.S. REIT ETF
+1%
+$5,625.6 
IWD iShares Russell 1000 Value ETF
+0.98%
+$3,320.55 
VO Vanguard Mid-Cap ETF
+0.97%
+$16,419.42 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$4,169.01 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$77,326.26 
VTV Vanguard Value ETF
+0.94%
+$149,728.47 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$7,061.4 
SCHE Schwab Emerging Markets Equity ETF
+0.84%
+$8,396.4 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$95,510.67 
XLE Energy Select Sector SPDR Fund
+0.75%
+$2,553.34 
HD The Home Depot, Inc.
+0.73%
+$2,751.28 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$6,565.44 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$10,758.44 
MA Mastercard Incorporated
+0.71%
+$2,734.36 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$8,919.88 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$3,418.12 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$5,915.56 
COST Costco Wholesale Corporation
+0.68%
+$8,165.14 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$5,159.41 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+0.65%
+$3,509.52 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$9,301.5 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$75,373.96 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$5,794.05 
DFIV Dimensional International Value ETF
+0.58%
+$8,238.08 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$68,545.54 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$15,703.38 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$4,691.5 
IVV iShares Core S&P 500 ETF
+0.55%
+$310,387.68 
VOO Vanguard S&P 500 ETF
+0.55%
+$5,330.8 
LMND Lemonade Inc.
+0.54%
+$2,855.1 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$21,182.86 
GOOGL Alphabet Inc
+0.53%
+$6,249.52 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$75,633.3 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$4,447.66 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$20,176 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$44,371.76 
GOOG Alphabet Inc
+0.45%
+$22,033.6 
WMT Walmart Inc.
+0.45%
+$3,234.61 
IXUS iShares Core International Stock ETF
+0.43%
+$2,610.88 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.42%
+$1,633.99 
ROK Rockwell Automation, Inc.
+0.38%
+$2,908.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$4,175.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$11,009.76 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$8,074.41 
SCHF Schwab International Equity ETF
+0.29%
+$3,885.2 
IXC iShares Global Energy ETF
+0.28%
+$2,540.13 
EFA iShares MSCI EAFE ETF
+0.28%
+$929.44 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$4,097.24 
XCEM Columbia EM Core ex-China ETF
+0.25%
+$8,985.99 
IEV iShares Europe ETF
+0.24%
+$603 
OEF iShares S&P 100 ETF
+0.24%
+$5,840.12 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$2,423.7 
VUG Vanguard Growth ETF
+0.18%
+$29,434.5 
BNDX Vanguard Total International Bond ETF
+0.17%
+$6,438.08 
NVDA NVIDIA Corporation
+0.16%
+$30,037.76 
IEUR iShares Core MSCI Europe ETF
+0.14%
+$862.84 
BINC iShares Flexible Income Active ETF
+0.13%
+$3,162.53 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$1,120.96 
MSFT Microsoft Corp.
+0.1%
+$2,344.74 
LMUB iShares Long-Term National Muni Bond ETF
+0.06%
+$3,810.48 
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$3,876.3 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$584.48 
HYDB iShares High Yield Systematic Bond ETF
+0.03%
+$210.39 
ORCL Oracle Corporation
+0.02%
+$52.09 
MCD McDonald's Corporation
+0.01%
+$47.25 
SNOW
0%
$0 
DASH DoorDash, Inc.
-2.59%
-$56,456.79 
PLTR Palantir Technologies Inc.
-2.36%
-$13,744.33 
SHLD Global X Defense Tech ETF
-2.04%
-$99,751.33 
SHOP Shopify Inc.
-2.02%
-$29,279.9 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$7,185.99 
AAPL Apple Inc.
-1.52%
-$70,938 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$6,058.65 
AMZN Amazon.com Inc
-1.23%
-$47,620.32 
NFLX Netflix, Inc.
-1.14%
-$5,570.7 
ETHA iShares Ethereum Trust
-1.02%
-$4,409.73 
UBER Uber Technologies, Inc.
-1.01%
-$2,117.5 
AVGO Broadcom Inc.
-0.91%
-$11,263.01 
CSCO Cisco Systems, Inc.
-0.6%
-$2,090.73 
ETN Eaton Corporation plc
-0.57%
-$1,458 
NVS Novartis AG Sponsored ADR
-0.55%
-$2,132.63 
TT Trane Technologies plc
-0.41%
-$1,905.13 
COIN Coinbase Global, Inc.
-0.41%
-$1,364.33 
RTX RTX Corporation
-0.37%
-$1,162.82 
AA Alcoa Corporation
-0.3%
-$705.6 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$10,499.58 
META Meta Platforms Inc Class A
-0.26%
-$10,718.47 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$683.97 
MBB iShares MBS ETF
-0.15%
-$3,145.52 
SYSB iShares Systematic Bond ETF
-0.12%
-$357.06 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$19,822.32 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$3,781.42 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$3,315 
IBIT iShares Bitcoin Trust
-0.03%
-$266.97 
MUB iShares National Muni Bond ETF
-0.01%
-$386.61 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1162 | Longs Won 948/1162 81% | Profit Factor 20.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $485,527.88 |
| Average Win $142,657.5 | Best Trade (Jun 14) $8.92M | Sharpe Ratio -9.18 |
| Average Loss -$30,899.85 | Worst Trade (Jun 14) -$1.69M | Z-Score 12.34 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 4w 1d | Expectancy $110,794.56 |
| 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 | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
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
