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:
26.11%
Gain -0.51%
Monthly
1.24%
Yearly
16.02%
Drawdown
19.01%
$145.51M
Equity
Holdings
$145.51M
Investment
$120.61M
$24.87M
Profit -$609,012.9
Realized
-$26,742.04
Unrealized
$24.89M
Dividends
$2.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.51%
Profit
-$609,012.9
Win %
73%
This Week
Compared To Last Week
Gain
-1.09%
Profit
-$1.61M
Win %
73%
This Month
Compared to last month
Gain
-0.66%
Profit
-$969,215.21
Win %
73%
This Year
Compared to last year
Gain
12.41%
Profit
$16.06M
Win %
71%
EQT EQT Corporation
+8.45%
+$34,728.29 
ICE Intercontinental Exchange, Inc.
+2.78%
+$6,048.62 
AVGO Broadcom Inc.
+2.67%
+$108,646.78 
NVDA NVIDIA Corporation
+2.3%
+$313,275.18 
VPU Vanguard Utilities ETF
+2.16%
+$10,387.01 
SO The Southern Company
+2.08%
+$12,519 
JNJ Johnson & Johnson
+2%
+$31,610.94 
XOM Exxon Mobil Corporation
+1.81%
+$35,586.99 
NEE NextEra Energy, Inc.
+1.68%
+$14,816.28 
AMD Advanced Micro Devices, Inc.
+1.45%
+$12,371.42 
PH Parker-Hannifin Corporation
+1.17%
+$3,715.07 
TXN Texas Instruments Inc
+0.99%
+$10,172.84 
ETN Eaton Corporation plc
+0.98%
+$8,015.02 
JPM JPMorgan Chase & Co.
+0.86%
+$4,735.2 
TT Trane Technologies plc
+0.79%
+$6,147.45 
RTX RTX Corporation
+0.62%
+$1,540.33 
PWR Quanta Services Inc.
+0.62%
+$1,485.38 
HWM Howmet Aerospace Inc.
+0.61%
+$4,073.2 
KO The Coca-Cola Company
+0.28%
+$748.88 
HLT Hilton Worldwide Holdings Inc.
+0.09%
+$500.25 
CSX CSX Corporation
+0.08%
+$515.72 
CSCO Cisco Systems, Inc.
+0.03%
+$117.39 
VO Vanguard Mid-Cap ETF
+0.03%
+$79.04 
ASML ASML Holding N.V. New York Registry Shares
+0.02%
+$117.6 
PG Procter & Gamble Co
+0.01%
+$54.47 
MRK Merck & Co., Inc.
+0.01%
+$24.41 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
-$0.2 
ADP Automatic Data Processing Inc.
0%
$0 
AIQ Global X Artificial Intelligence & Technology ETF
0%
$0 
BAC Bank of America Corporation
0%
$0 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSX Boston Scientific Corporation
0%
$0 
CSMD Congress SMid Growth ETF
0%
$0 
CVX Chevron Corporation
0%
-$0.01 
DE Deere & Company
0%
$0 
ECL Ecolab Inc.
0%
$0 
ETR Entergy Corporation
0%
$0 
GE General Electric Company
0%
-$0.01 
GEV GE Vernova Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
HTRB Hartford Total Return Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
INTU Intuit Inc.
0%
-$0.01 
ISRG Intuitive Surgical, Inc.
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
-$0.04 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IYF iShares U.S. Financials ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
KLAC KLA Corporation
0%
$0 
LIN Linde plc
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
+$0.02 
MBB iShares MBS ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.02 
MLM Martin Marietta Materials, Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NET Cloudflare Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QLTY GMO U.S. Quality ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
+$0.05 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RAAX VanEck Real Assets ETF
0%
+$0.03 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SPGI S&P Global Inc.
0%
-$0.01 
SYK Stryker Corporation
0%
$0 
TJX The TJX Companies, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
+$0.02 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
WMT Walmart Inc.
0%
$0 
PLTR Palantir Technologies Inc.
-6.1%
-$19,407.91 
META Meta Platforms Inc Class A
-2.58%
-$101,004.8 
AJG Arthur J. Gallagher & Co.
-2.3%
-$5,742.88 
CDNS Cadence Design Systems, Inc.
-2.21%
-$8,278.56 
PANW Palo Alto Networks, Inc.
-2.01%
-$13,987.3 
WFC Wells Fargo & Company
-1.5%
-$14,539.8 
GOOGL Alphabet Inc
-1.46%
-$35,424.99 
TSLA Tesla, Inc.
-1.3%
-$9,313.54 
MU Micron Technology, Inc.
-1.17%
-$13,313.17 
UNH UnitedHealth Group Incorporated
-1.16%
-$13,784.43 
ABBV AbbVie Inc.
-1.09%
-$14,736.45 
AMZN Amazon.com Inc
-1.09%
-$57,896.1 
LLY Eli Lilly and Company
-1.05%
-$15,624.04 
BKNG Booking Holdings Inc.
-0.86%
-$6,159.96 
ODFL Old Dominion Freight Line, Inc.
-0.85%
-$2,847.68 
V Visa Inc. Class A
-0.68%
-$6,458.43 
AXP American Express Company
-0.58%
-$4,241.47 
AAPL Apple Inc.
-0.56%
-$43,293.7 
VUG Vanguard Growth ETF
-0.52%
-$12,036.6 
DIS The Walt Disney Company
-0.28%
-$1,411.29 
COST Costco Wholesale Corporation
-0.21%
-$1,692.23 
NFLX Netflix, Inc.
-0.2%
-$973.42 
APH Amphenol Corporation
-0.19%
-$1,044 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.17%
-$1,162.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.16%
-$3,725.98 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.14%
-$932.08 
MCD McDonald's Corporation
-0.13%
-$649.74 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$6,151.98 
CAT Caterpillar Inc.
-0.07%
-$335.26 
HD The Home Depot, Inc.
-0.04%
-$193.81 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$242.98 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 590 | Longs Won 392/590 66% | Profit Factor 6.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $225,702.31 |
| Average Win $74,057.57 | Best Trade (Jul 23) $4.57M | Sharpe Ratio -13.91 |
| Average Loss -$21,028.17 | Worst Trade (Jul 27) -$449,163.48 | Z-Score 8.91 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4w | Expectancy $42,147.44 |
| 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 | 6,897 | 6,207 | 5,517 | 4,828 | 4,138 | 3,448 | 2,759 | 2,069 | 1,379 | 690 |
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
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, VANGUARD TOTAL STOCK MKT ETF - $166,869.95, NVIDIA Corporation - $160,469.36, and Microsoft Corp - $133,683.96. 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 - $180,197.05, Fiserv, Inc - $148,721.23, Salesforce Inc - $138,042.13, and Bristol-Myers Squibb Company - $111,834.3. 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 $2.09M earned over time. The largest contributors to dividend income include ISHARES MSCI ACWI EX U.S. ETF - $176,819.74, SPDR S&P 500 ETF Trust - $76,603.44, Exxon Mobil Corporation - $67,065.13, iShares U.S. Treasury Bond ETF - $62,462.9, and Microsoft Corp - $62,341.63. 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.
