Marc White Portfolio
Invests via Clarendon Private LLC | Managed by Marc A. White, Jr.
Invests via Clarendon Private LLC
Managed by Marc A. White, Jr.
Automatically Tracked
Marc White Profile
With a robust background in technology ventures, Marc White has established himself as an influential entrepreneur and operator. He is renowned for founding several successful startups that leverage innovative technologies to drive market disruption. His strategic insights have been pivotal in identifying emerging trends, enabling businesses to adapt and thrive within competitive environments. Over the years, his leadership has fostered partnerships that extend across multiple industries, amplifying growth trajectories and enhancing value creation opportunities. White’s reputation for turning nascent ideas into scalable solutions positions him as a key player in today’s entrepreneurial ecosystem.
With a robust background in technology ventures, Marc White has established himself as an influential entrepreneur and operator. He is renowned for founding several successful startups that leverage innovative technologies to drive market disruption. His strategic insights have been pivotal in identifying emerging trends, enabling businesses to adapt and thrive within competitive environments. Over the years, his leadership has fostered partnerships that extend across multiple industries, amplifying growth trajectories and enhancing value creation opportunities. White’s reputation for turning nascent ideas into scalable solutions positions him as a key player in today’s entrepreneurial ecosystem.
Investment Philosophy & Strategy
Opportunities abound for strategic growth, driven by Marc White's deep understanding of technology and market dynamics. His unique entrepreneurial mindset allows him to identify niches that remain undercapitalized while developing innovative solutions that resonate with consumer needs. By leveraging his expertise in operational scalability, he focuses on nurturing startups from conception through to maturity. This approach not only accelerates timelines but also fosters resilience within dynamic sectors. The emphasis on collaborative synergies across various domains enhances his ventures' adaptability and potential returns in an ever-evolving landscape.
Opportunities abound for strategic growth, driven by Marc White's deep understanding of technology and market dynamics. His unique entrepreneurial mindset allows him to identify niches that remain undercapitalized while developing innovative solutions that resonate with consumer needs. By leveraging his expertise in operational scalability, he focuses on nurturing startups from conception through to maturity. This approach not only accelerates timelines but also fosters resilience within dynamic sectors. The emphasis on collaborative synergies across various domains enhances his ventures' adaptability and potential returns in an ever-evolving landscape.
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:
28.83%
Gain -0.84%
Monthly
1.25%
Yearly
16.03%
Drawdown
19.15%
$155.47M
Equity
Holdings
$155.47M
Investment
$127.87M
$27.09M
Profit -$1.07M
Realized
-$511,427.87
Unrealized
$27.6M
Dividends
$2.21M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.84%
Profit
-$1.07M
Win %
68%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$1.07M
Win %
68%
This Month
Compared to last month
Gain
-0.96%
Profit
-$1.5M
Win %
68%
This Year
Compared to last year
Gain
0.6%
Profit
$931,952.83
Win %
65%
PANW Palo Alto Networks, Inc.
+14.01%
+$156,410.11 
NET Cloudflare Inc.
+8.53%
+$68,722.32 
CIBR First Trust NASDAQ Cybersecurity ETF
+6.31%
+$18,344.88 
NFLX Netflix, Inc.
+3.76%
+$17,678.25 
ADP Automatic Data Processing Inc.
+3.12%
+$7,716.28 
GOOGL Alphabet Inc
+3.08%
+$75,669.12 
GOOG Alphabet Inc
+2.97%
+$108,365.34 
META Meta Platforms Inc Class A
+2.91%
+$91,852.6 
SYK Stryker Corporation
+2.45%
+$11,324.85 
MSFT Microsoft Corp.
+2.27%
+$141,839.5 
WMT Walmart Inc.
+2.27%
+$13,073.4 
DIS The Walt Disney Company
+2.19%
+$11,421.66 
LLY Eli Lilly and Company
+2.04%
+$29,759.77 
MCD McDonald's Corporation
+1.96%
+$10,376.32 
SPGI S&P Global Inc.
+1.85%
+$4,955.2 
ABBV AbbVie Inc.
+1.73%
+$19,882.32 
COST Costco Wholesale Corporation
+1.58%
+$12,690.9 
UNH UnitedHealth Group Incorporated
+1.32%
+$15,476.3 
HLT Hilton Worldwide Holdings Inc.
+1.29%
+$7,152.86 
KO The Coca-Cola Company
+1.1%
+$2,811.06 
LOW Lowe's Companies Inc.
+1.06%
+$5,575.29 
ODFL Old Dominion Freight Line, Inc.
+1.05%
+$3,831.03 
V Visa Inc. Class A
+1.05%
+$10,177.21 
HD The Home Depot, Inc.
+1%
+$3,528.79 
AXP American Express Company
+0.89%
+$6,039.36 
BKNG Booking Holdings Inc.
+0.86%
+$1,983 
DE Deere & Company
+0.69%
+$2,036.96 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$2,108.19 
MA Mastercard Incorporated
+0.61%
+$5,906.22 
JNJ Johnson & Johnson
+0.58%
+$9,784.41 
AAPL Apple Inc.
+0.54%
+$42,584.34 
PG Procter & Gamble Co
+0.52%
+$1,851.26 
QLTY GMO U.S. Quality ETF
+0.47%
+$13,238.2 
MRK Merck & Co., Inc.
+0.44%
+$1,641.81 
TMO Thermo Fisher Scientific Inc.
+0.38%
+$2,569.37 
TJX The TJX Companies, Inc.
+0.12%
+$730.06 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$2,471.14 
HTRB Hartford Total Return Bond ETF
+0.05%
+$651.15 
PEP PepsiCo, Inc.
+0.04%
+$194.73 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.03%
+$228.06 
GOVT iShares U.S. Treasury Bond ETF
+0.02%
+$244.38 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
-$0.96 
GLW Corning Incorporated
-14.06%
-$62,802.12 
GEV GE Vernova Inc.
-8.66%
-$16,828.7 
LRCX Lam Research Corporation
-7.91%
-$96,830.8 
ETN Eaton Corporation plc
-7.5%
-$64,948.4 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$43,401.94 
AMAT Applied Materials, Inc.
-6.73%
-$17,393.17 
MRVL Marvell Technology, Inc.
-6.64%
-$27,135.07 
KLAC KLA Corporation
-6.58%
-$36,388.44 
APH Amphenol Corporation
-5.64%
-$78,612.6 
BAC Bank of America Corporation
-5.3%
-$72,308.77 
INTC Intel Corporation
-5.3%
-$19,583.45 
AVGO Broadcom Inc.
-4.79%
-$187,367.65 
MU Micron Technology, Inc.
-4.76%
-$56,792.46 
PWR Quanta Services Inc.
-4.54%
-$11,029.62 
SNDK SanDisk Corporation
-4.42%
-$11,973.58 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-4.38%
-$12,183.65 
CAT Caterpillar Inc.
-4.15%
-$18,388.6 
GS The Goldman Sachs Group, Inc.
-3.97%
-$8,505.13 
AMD Advanced Micro Devices, Inc.
-3.9%
-$53,458.43 
TT Trane Technologies plc
-3.76%
-$29,386.22 
WDC Western Digital Corporation
-3.59%
-$5,503.43 
CDNS Cadence Design Systems, Inc.
-3.49%
-$11,606.28 
MS Morgan Stanley
-3.4%
-$54,492.75 
NVDA NVIDIA Corporation
-2.85%
-$406,120.93 
PH Parker-Hannifin Corporation
-2.5%
-$10,971.8 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$55,493.46 
STX Seagate Technology Holdings plc
-2.23%
-$4,282.74 
GE General Electric Company
-1.98%
-$4,307.82 
TXN Texas Instruments Inc
-1.96%
-$19,412.01 
WFC Wells Fargo & Company
-1.94%
-$18,915.75 
RAAX VanEck Real Assets ETF
-1.84%
-$34,372.98 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$12,333.65 
MLM Martin Marietta Materials, Inc.
-1.79%
-$5,532.77 
EQT EQT Corporation
-1.76%
-$5,066.35 
JPM JPMorgan Chase & Co.
-1.72%
-$9,179.31 
CSCO Cisco Systems, Inc.
-1.65%
-$7,331.55 
ETR Entergy Corporation
-1.48%
-$5,736.12 
TSLA Tesla, Inc.
-1.4%
-$10,618.88 
RTX RTX Corporation
-1.32%
-$3,534.37 
VPU Vanguard Utilities ETF
-1.28%
-$5,838.3 
AMZN Amazon.com Inc
-1.22%
-$74,374.04 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.17%
-$95,336.1 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$17,277.72 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$5,407.8 
VEU Vanguard FTSE All-World ex-US ETF
-1.11%
-$8,919.85 
QCOM QUALCOMM Incorporated
-0.99%
-$7,153.12 
CVX Chevron Corporation
-0.94%
-$3,143.64 
HWM Howmet Aerospace Inc.
-0.87%
-$5,702 
XOM Exxon Mobil Corporation
-0.85%
-$13,007.29 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$35,320.16 
MDY SPDR S&P MidCap 400 ETF Trust
-0.82%
-$8,558.29 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$1,660.05 
NEE NextEra Energy, Inc.
-0.69%
-$5,617.35 
VONG Vanguard Russell 1000 Growth Fund
-0.68%
-$1,649.85 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$9,386.48 
COP ConocoPhillips
-0.66%
-$3,365.22 
LIN Linde plc
-0.62%
-$4,853.17 
QQQM Invesco NASDAQ 100 ETF
-0.57%
-$7,694.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$4,050.2 
AIQ Global X Artificial Intelligence & Technology ETF
-0.55%
-$5,504.45 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$3,981.82 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.5%
-$1,540.06 
CSMD Congress SMid Growth ETF
-0.49%
-$21,775.05 
VO Vanguard Mid-Cap ETF
-0.43%
-$1,386.7 
ECL Ecolab Inc.
-0.43%
-$1,902.81 
SO The Southern Company
-0.43%
-$2,087.62 
IYF iShares U.S. Financials ETF
-0.41%
-$1,002.4 
CSX CSX Corporation
-0.38%
-$2,493.43 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$881.49 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$19,447.89 
VOO Vanguard S&P 500 ETF
-0.34%
-$1,163.48 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$7,685.71 
IVV iShares Core S&P 500 ETF
-0.32%
-$11,621.19 
VB Vanguard Small-Cap ETF
-0.32%
-$913.27 
VUG Vanguard Growth ETF
-0.16%
-$3,748.42 
IVE ISHARES S&P 500 VALUE ETF
-0.1%
-$486.22 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.07%
-$162 
MBB iShares MBS ETF
-0.05%
-$391.37 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$176.97 
VONV Vanguard Russell 1000 Value Index Fund
-0.02%
-$76.15 Events
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Dividends
Dividend Analysis
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| Trades 712 | Longs Won 450/712 63% | Profit Factor 5.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $221,953.35 |
| Average Win $72,364.1 | Best Trade (Sep 04) $5.86M | Sharpe Ratio -13.52 |
| Average Loss -$20,903.48 | Worst Trade (Sep 14) -$390,744.03 | Z-Score 7.93 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3d | Expectancy $38,043.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,463 | 6,716 | 5,970 | 5,224 | 4,478 | 3,731 | 2,985 | 2,239 | 1,493 | 746 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,790 | $6M | $7.95M | - | $1.95M | 32.51% | +0.539% |
| ABBV AbbVie Inc. | 4,478 | $848,277.63 | $1.17M | - | $322,988.05 | 38.08% | +1.727% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 105,929 | $6.5M | $8.09M | - | $1.59M | 24.39% | -1.165% |
| ADP Automatic Data Processing Inc. | 923 | $187,535.1 | $255,320.26 | - | $67,785.16 | 36.15% | +3.116% |
| AIQ Global X Artificial Intelligence & Technology ETF | 15,727 | $607,795.73 | $1M | - | $392,913.28 | 64.65% | -0.547% |
| AMAT Applied Materials, Inc. | 566 | $409,218 | $240,980.16 | - | -$168,237.84 | -41.11% | -6.732% |
| AMD Advanced Micro Devices, Inc. | 2,655 | $951,181.97 | $1.32M | - | $365,684.75 | 38.45% | -3.901% |
| AMZN Amazon.com Inc | 23,686 | $5.21M | $6.01M | - | $799,558.94 | 15.35% | -1.223% |
| APH Amphenol Corporation | 16,620 | $580,840.36 | $1.32M | - | $735,297.44 | 126.59% | -5.636% |
| ASML ASML Holding N.V. New York Registry Shares | 368 | $299,279.45 | $581,572.48 | - | $282,293.03 | 94.32% | -6.945% |
| AVGO Broadcom Inc. | 10,818 | $2.64M | $3.73M | - | $1.09M | 41.09% | -4.785% |
| AXP American Express Company | 2,097 | $636,097.85 | $686,914.29 | - | $50,816.44 | 7.99% | +0.887% |
| BAC Bank of America Corporation | 21,747 | $984,000.44 | $1.29M | - | $307,010.21 | 31.2% | -5.304% |
| BHLB Berkshire Hills Bancorp Inc | 50,185 | $1.51M | $1.51M | - | - | - | 0.0 |
| BKNG Booking Holdings Inc. | 1,322 | $277,901.02 | $231,905.24 | - | -$45,995.78 | -16.55% | +0.862% |
| BRK-B Berkshire Hathaway Inc. | 1,345 | $629,552 | $674,114 | - | $44,562 | 7.08% | -1.797% |
| CAT Caterpillar Inc. | 541 | $394,672.96 | $424,457.78 | - | $29,784.82 | 7.55% | -4.152% |
| CDNS Cadence Design Systems, Inc. | 1,148 | $357,988.15 | $320,590.48 | - | -$37,397.67 | -10.45% | -3.494% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 3,078 | $276,540 | $308,908.08 | - | $32,368.08 | 11.7% | +6.314% |
| COP ConocoPhillips | 3,698 | $384,456 | $504,555.12 | - | $120,099.12 | 31.24% | -0.663% |
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FAQ
Which stocks have generated the highest profits for Marc White?
The largest contributions to the portfolio's profits come from the following stocks: ISHARES MSCI ACWI EX U.S. ETF - $225,890.51, Broadcom Inc - $219,957.19, Exxon Mobil Corporation - $191,875.88, NVIDIA Corporation - $178,739.91, and VANGUARD TOTAL STOCK MKT ETF - $176,837.67. 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: UnitedHealth Group Incorporated - $186,279, Apple Inc - $173,773.75, Boston Scientific Corporation - $167,471.63, Intuit Inc - $153,302.53, and Fiserv, Inc - $148,721.23. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Marc White's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.21M earned over time. The largest contributors to dividend income include ISHARES MSCI ACWI EX U.S. ETF - $176,819.74, Exxon Mobil Corporation - $76,499.93, SPDR S&P 500 ETF Trust - $76,189.89, Microsoft Corp - $73,789.43, and iShares U.S. Treasury Bond ETF - $69,741.35. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Marc White's monthly returns?
Marc White's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Marc White's strategy be considered aggressive or moderate?
Marc White's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Marc White's strategy?
Marc White's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
