Jesse Steele Portfolio
Invests via Etesian Wealth Advisors, Inc. | Managed by Stanley C. Lochrie, Benjamin Wright, Jesse Steele
Invests via Etesian Wealth Advisors, Inc.
Managed by Stanley C. Lochrie, Benjamin Wright, Jesse Steele
Automatically Tracked
Jesse Steele Profile
A growth-stage investor and operator focused on fintech and SaaS, Jesse Steele brings experience across venture capital and corporate product leadership. Specializes in sourcing and diligence, portfolio operations and scaling go-to-market; analytical approach to unit economics and product-led growth.
A growth-stage investor and operator focused on fintech and SaaS, Jesse Steele brings experience across venture capital and corporate product leadership. Specializes in sourcing and diligence, portfolio operations and scaling go-to-market; analytical approach to unit economics and product-led growth.
Investment Philosophy & Strategy
Focuses on growth-stage fintech and SaaS companies, favoring product-led models with clear unit-economics and scalable go-to-market engines. Deploys capital selectively into founders who demonstrate repeatable acquisition channels, strong retention, and path to profitability. Investment process blends rigorous diligence with hands-on portfolio operations—applying operator playbooks for GTM scaling, KPI-driven cadence, and staged follow-on commitments. Time horizon is medium‑to‑long, risk-managed through metrics and governance.
Focuses on growth-stage fintech and SaaS companies, favoring product-led models with clear unit-economics and scalable go-to-market engines. Deploys capital selectively into founders who demonstrate repeatable acquisition channels, strong retention, and path to profitability. Investment process blends rigorous diligence with hands-on portfolio operations—applying operator playbooks for GTM scaling, KPI-driven cadence, and staged follow-on commitments. Time horizon is medium‑to‑long, risk-managed through metrics and governance.
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:
-1.21%
Gain
Monthly
0.21%
Yearly
2.51%
Drawdown
36.23%
$342.09M
Equity
Holdings
$342.09M
Investment
$258.34M
$96.36M
Profit -$208,014.32
Realized
$12.6M
Unrealized
$83.76M
Dividends
$18.87M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$208,014.32
Win %
80%
This Week
Compared To Last Week
Gain
0.05%
Profit
$159,349.23
Win %
80%
This Month
Compared to last month
Gain
0.99%
Profit
$3.36M
Win %
80%
This Year
Compared to last year
Gain
9.15%
Profit
$28.67M
Win %
80%
ABT Abbott Laboratories
+10.99%
+$86,332.74 
CTAS Cintas Corporation
+7.43%
+$87,852.75 
SMA SmartStop Self Storage REIT Inc.
+5.67%
+$23,768.84 
MCK McKesson Corporation
+4.87%
+$18,367.49 
WM Waste Management, Inc.
+4.24%
+$20,499.99 
ORLY O'Reilly Automotive Inc.
+4.18%
+$9,604.96 
ADP Automatic Data Processing Inc.
+3.54%
+$14,340.12 
MDT Medtronic plc
+3.5%
+$9,754.38 
CRM Salesforce Inc
+3.3%
+$12,898.89 
ABBV AbbVie Inc.
+3.1%
+$72,028.55 
MCD McDonald's Corporation
+2.83%
+$42,618.1 
PEP PepsiCo, Inc.
+2.64%
+$14,581.34 
LOW Lowe's Companies Inc.
+2.55%
+$6,530.82 
IBM International Business Machines Corporation
+2.51%
+$25,790.72 
COST Costco Wholesale Corporation
+2.48%
+$128,456.42 
KO The Coca-Cola Company
+2.4%
+$5,460.84 
ORI Old Republic International Corp.
+2.29%
+$22,595.9 
MA Mastercard Incorporated
+2.21%
+$6,209.4 
WMT Walmart Inc.
+2.18%
+$65,833.95 
PRU Prudential Financial, Inc.
+2.08%
+$5,350.43 
SCHD Schwab U.S. Dividend Equity ETF
+2.06%
+$16,580.44 
V Visa Inc. Class A
+1.84%
+$29,887.68 
DOV Dover Corporation
+1.78%
+$26,199.77 
VNQ Vanguard Real Estate ETF
+1.78%
+$33,673.26 
HD The Home Depot, Inc.
+1.78%
+$14,494.7 
PG Procter & Gamble Co
+1.77%
+$5,470.56 
MSFT Microsoft Corp.
+1.59%
+$79,020.02 
GILD Gilead Sciences Inc.
+1.5%
+$20,249.73 
TM Toyota Motor Corporation
+1.36%
+$2,853.44 
AVUV Avantis U.S. Small Cap Value ETF
+1.29%
+$41,148.58 
AFL Aflac Inc.
+1.29%
+$9,993.36 
LLY Eli Lilly and Company
+1.27%
+$50,205.55 
EXC Exelon Corporation
+1.26%
+$13,511.92 
CVX Chevron Corporation
+1.26%
+$20,631.72 
CAH Cardinal Health Inc.
+1.12%
+$8,779.68 
ADM Archer-Daniels-Midland Co
+1.09%
+$2,676.6 
MOAT VanEck Morningstar Wide Moat Fund
+1.08%
+$225,818.6 
JPUS JPMorgan Diversified Return U.S. Equity ETF
+1.06%
+$4,185.41 
XOM Exxon Mobil Corporation
+1.02%
+$5,532.24 
JNJ Johnson & Johnson
+0.96%
+$6,256.8 
AAPL Apple Inc.
+0.9%
+$88,216.44 
WTV WisdomTree U.S. Value Fund
+0.88%
+$12,508.77 
LDOS Leidos Holdings Inc.
+0.76%
+$5,219.3 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$49,188.7 
NFLX Netflix, Inc.
+0.47%
+$4,197.55 
TMO Thermo Fisher Scientific Inc.
+0.47%
+$1,930.32 
JEPI JPMorgan Equity Premium Income Fund
+0.4%
+$8,115.75 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.36%
+$20,027.68 
VYM Vanguard High Dividend Yield ETF
+0.35%
+$13,893.35 
QUAL iShares MSCI USA Quality Factor ETF
+0.34%
+$14,352 
AMZN Amazon.com Inc
+0.33%
+$17,073.84 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.32%
+$9,603.49 
PNC The PNC Financial Services Group, Inc.
+0.3%
+$893 
VB Vanguard Small-Cap ETF
+0.15%
+$693.9 
GOOG Alphabet Inc
+0.12%
+$2,682.78 
GOOGL Alphabet Inc
+0.11%
+$3,629.23 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$470.96 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
+0.05%
+$602.02 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$21.68 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$1,805.31 
ANGL VanEck Fallen Angel High Yield Bond ETF
0%
-$0.99 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
0%
$0 
JHPI John Hancock Preferred Income ETF
0%
-$4.73 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
GS The Goldman Sachs Group, Inc.
-4.57%
-$55,208.64 
ORCL Oracle Corporation
-4.37%
-$45,676.19 
TXN Texas Instruments Inc
-3.67%
-$13,793.22 
AVGO Broadcom Inc.
-3.59%
-$30,139.59 
CSCO Cisco Systems, Inc.
-3.44%
-$73,935.51 
QCOM QUALCOMM Incorporated
-3.28%
-$32,251.56 
CEG Constellation Energy Corporation
-3.03%
-$13,598.97 
NVDA NVIDIA Corporation
-2.5%
-$94,921.56 
ESGE iShares ESG Aware MSCI EM ETF
-2.16%
-$5,497.94 
IGM iShares Expanded Tech Sector ETF
-2.09%
-$13,423.37 
META Meta Platforms Inc Class A
-1.87%
-$28,008.2 
GLDM SPDR Gold MiniShares Trust
-1.63%
-$7,360.89 
BBJP JPMorgan BetaBuilders Japan Fund
-1.59%
-$4,312.8 
IWF iShares Russell 1000 Growth ETF
-1.53%
-$75,811.68 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$5,060.74 
SCHE Schwab Emerging Markets Equity ETF
-1.28%
-$36,427.64 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.25%
-$19,113 
RAAX VanEck Real Assets ETF
-1.25%
-$3,531.82 
VWO Vanguard FTSE Emerging Markets ETF
-1.19%
-$6,818.06 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.18%
-$4,329.6 
PFXF VanEck Preferred Securities ex Financials ETF
-1.15%
-$11,162.05 
QGRW WisdomTree U.S. Quality Growth Fund
-1.13%
-$221,097 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.1%
-$13,655.67 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.06%
-$175,306.5 
VUG Vanguard Growth ETF
-0.93%
-$3,046.47 
BA Boeing Company
-0.86%
-$3,405.27 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.83%
-$68,977.92 
EFA iShares MSCI EAFE ETF
-0.81%
-$27,523.34 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.77%
-$75,894 
AVIV Avantis International Large Cap Value ETF
-0.77%
-$3,823.48 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.76%
-$3,106.28 
THRO iShares U.S. Thematic Rotation Active ETF
-0.74%
-$8,700.16 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.68%
-$13,767.79 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.64%
-$35,609.34 
VT Vanguard Total World Stock ETF
-0.61%
-$2,164.8 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.56%
-$12,034.71 
PFF iShares Preferred and Income Securities ETF
-0.56%
-$6,683.21 
SAIC Science Applications International Corporation Common Stock
-0.54%
-$2,282.22 
EFV iShares MSCI EAFE Value ETF
-0.52%
-$9,855.58 
JPM JPMorgan Chase & Co.
-0.51%
-$20,600.91 
ESGU iShares ESG Aware MSCI USA ETF
-0.5%
-$1,323.28 
BLK BlackRock, Inc.
-0.39%
-$1,662.39 
IVV iShares Core S&P 500 ETF
-0.38%
-$57,539.1 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$40,986.88 
VOO Vanguard S&P 500 ETF
-0.37%
-$19,134.85 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.37%
-$26,281.53 
VOTE TCW Transform 500 ETF
-0.36%
-$4,382.2 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$7,209.81 
IDV iShares International Select Dividend ETF
-0.34%
-$700.06 
IWB iShares Russell 1000 ETF
-0.32%
-$1,231.4 
TLT iShares 20+ Year Treasury Bond ETF
-0.29%
-$3,348.91 
TLH iShares 10-20 Year Treasury Bond ETF
-0.25%
-$5,186.25 
JPC Nuveen Preferred & Income Opportunities Fund
-0.24%
-$271.15 
NEE NextEra Energy, Inc.
-0.24%
-$622.02 
PGX Invesco Preferred ETF
-0.23%
-$1,251.2 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.21%
-$492.43 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.18%
-$698.72 
IEF iShares 7-10 Year Treasury Bond ETF
-0.18%
-$3,867.67 
VO Vanguard Mid-Cap ETF
-0.17%
-$2,428.92 
FMB First Trust Managed Municipal Fund
-0.15%
-$6,762.44 
MUB iShares National Muni Bond ETF
-0.15%
-$1,181.76 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.12%
-$514.89 
VRP Invesco Variable Rate Preferred ETF
-0.12%
-$309.36 
FLXR TCW Flexible Income ETF
-0.12%
-$6,728.18 
JCPB JPMorgan Core Plus Bond ETF
-0.11%
-$2,285.2 
SRE Sempra
-0.1%
-$415.34 
HYEM VanEck Emerging Markets High Yield Bond Fund
-0.1%
-$511.84 
FPE First Trust Preferred Securities and Income ETF
-0.08%
-$1,905.15 
JPIB JPMorgan International Bond ETF
-0.08%
-$2,431.07 
CGCP Capital Group Core Plus Income ETF
-0.07%
-$140.25 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.06%
-$8,506.17 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$93.76 
JPIE JPMorgan Income ETF
-0.01%
-$756.78 
BAC Bank of America Corporation
-0.01%
-$174.41 Events
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Dividends
Dividend Analysis
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| Trades 1529 | Longs Won 1189/1529 77% | Profit Factor 24.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $306,595.82 |
| Average Win $84,427.12 | Best Trade (Jul 17) $5.69M | Sharpe Ratio -11.78 |
| Average Loss -$11,844.08 | Worst Trade (Jul 13) -$315,513.25 | Z-Score 19.59 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 6d | Expectancy $63,019.53 |
| 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 | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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