Jeffrey McGrath Portfolio
Invests via Cetera Trust Company, N.A | Managed by Jeffrey McGrath
Invests via Cetera Trust Company, N.A
Managed by Jeffrey McGrath
Automatically Tracked
Jeffrey McGrath Profile
Veteran private markets investor and operating executive with a track record of sourcing and scaling middle-market businesses across technology and industrial sectors. Jeffrey McGrath brings experience in buyouts, growth equity and operational transformation, with a focus on driving EBITDA expansion, margin enhancement and strategic M&A. Known to take active board and management roles, he prioritizes value creation through commercial growth, cost optimization and talent development. Relevant to limited partners and acquirers assessing sponsor-driven operational upside.
Veteran private markets investor and operating executive with a track record of sourcing and scaling middle-market businesses across technology and industrial sectors. Jeffrey McGrath brings experience in buyouts, growth equity and operational transformation, with a focus on driving EBITDA expansion, margin enhancement and strategic M&A. Known to take active board and management roles, he prioritizes value creation through commercial growth, cost optimization and talent development. Relevant to limited partners and acquirers assessing sponsor-driven operational upside.
Investment Philosophy & Strategy
Focuses on hands‑on, operationally driven private markets investing in middle‑market technology and industrial companies, blending buyout and growth equity tactics to unlock EBITDA expansion. Prefers control or influential minority positions where active board engagement, commercial scale‑up, cost optimization and targeted M&A can accelerate margin improvement. Capital allocation emphasizes measurable operational KPIs, disciplined leverage, staged value‑creation milestones and a 3–7 year horizon to crystallize gains via strategic exits or sales to strategic acquirers.
Focuses on hands‑on, operationally driven private markets investing in middle‑market technology and industrial companies, blending buyout and growth equity tactics to unlock EBITDA expansion. Prefers control or influential minority positions where active board engagement, commercial scale‑up, cost optimization and targeted M&A can accelerate margin improvement. Capital allocation emphasizes measurable operational KPIs, disciplined leverage, staged value‑creation milestones and a 3–7 year horizon to crystallize gains via strategic exits or sales to strategic acquirers.
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:
50.64%
Gain -0.26%
Monthly
1.29%
Yearly
16.59%
Drawdown
14.91%
$200.2M
Equity
Holdings
$200.2M
Investment
$130.31M
$74.8M
Profit -$441,944.25
Realized
$4.91M
Unrealized
$69.89M
Dividends
$6.86M
Goals
Avg. 63.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.26%
Profit
-$441,944.25
Win %
74%
This Week
Compared To Last Week
Gain
-1.73%
Profit
-$3.53M
Win %
74%
This Month
Compared to last month
Gain
-0.22%
Profit
-$441,944.25
Win %
74%
This Year
Compared to last year
Gain
1.36%
Profit
$2.68M
Win %
72%
PLTR Palantir Technologies Inc.
+4.66%
+$2,391 
MU Micron Technology, Inc.
+4.23%
+$3,352.98 
VLO Valero Energy Corporation
+3.85%
+$762.6 
INTC Intel Corporation
+3.58%
+$3,610 
CMCSA Comcast Corp
+2.79%
+$13,475.8 
META Meta Platforms Inc Class A
+2.79%
+$15,845.98 
MRVL Marvell Technology, Inc.
+2.35%
+$627.3 
BLK BlackRock, Inc.
+1.89%
+$63,092.52 
EXR Extra Space Storage Inc.
+1.8%
+$4,741.46 
ALB Albemarle Corporation
+1.67%
+$4,194.4 
PSA Public Storage Common Stock
+1.59%
+$3,675.11 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+1.49%
+$11,226.8 
BMY Bristol-Myers Squibb Company
+1.49%
+$313.5 
UNP Union Pacific Corporation
+1.38%
+$4,539.07 
QCOM QUALCOMM Incorporated
+1.05%
+$1,375.99 
AAPL Apple Inc.
+1%
+$118,870.92 
MGNI Magnite, Inc.
+0.99%
+$1,024.8 
GOOGL Alphabet Inc
+0.82%
+$46,312.7 
TKR Timken Co.
+0.81%
+$80.85 
TJX The TJX Companies, Inc.
+0.79%
+$212.4 
ARE Alexandria Real Estate Equities, Inc.
+0.75%
+$639 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$9,222.31 
SCHW Charles Schwab Corporation
+0.66%
+$19,677.6 
PRF Invesco FTSE RAFI US 1000 ETF
+0.61%
+$340 
BSX Boston Scientific Corporation
+0.53%
+$201.42 
AVLV Avantis U.S. Large Cap Value ETF
+0.5%
+$94 
EQIX Equinix, Inc.
+0.43%
+$1,544.34 
SPG Simon Property Group, Inc.
+0.41%
+$1,515.15 
PLD Prologis Inc.
+0.34%
+$1,128 
YUM Yum! Brands, Inc.
+0.34%
+$236.13 
BYD Boyd Gaming Corporation
+0.34%
+$1,128.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.21%
+$126 
SNY Sanofi American Depositary Receipt
+0.16%
+$483.7 
A Agilent Technologies Inc.
0%
$0 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ACIW ACI Worldwide, Inc.
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
ADUS Addus HomeCare Corporation
0%
+$0.01 
AFL Aflac Inc.
0%
$0 
AIG American International Group Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
$0 
AIZ Assurant Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
ALNY Alnylam Pharmaceuticals Inc
0%
$0 
AMG Affiliated Managers Group Inc.
0%
+$0.02 
AMGN Amgen Inc.
0%
+$0.09 
AMH American Homes 4 Rent
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMT American Tower Corporation
0%
+$0.01 
AMP Ameriprise Financial, Inc.
0%
-$0.01 
AMRC Ameresco Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APD Air Products and Chemicals, Inc.
0%
$0 
ARES Ares Management Corporation
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
-$0.02 
ASO Academy Sports and Outdoors, Inc.
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
ATI ATI Inc.
0%
$0 
AVAV AeroVironment Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.14 
AVB AvalonBay Communities, Inc.
0%
+$0.01 
AVNT Avient Corporation
0%
$0 
AWK American Water Works Company, Inc.
0%
$0 
AXON Axon Enterprise, Inc.
0%
$0 
AXP American Express Company
0%
$0 
AX Axos Financial Inc.
0%
$0 
AXTA Axalta Coating Systems Ltd.
0%
$0 
AXS AXIS Capital Holdings Limited
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
BAC Bank of America Corporation
0%
$0 
BBY Best Buy Co., Inc.
0%
$0 
BIIB Biogen Inc.
0%
$0 
BKNG Booking Holdings Inc.
0%
+$0.08 
BKR Baker Hughes Company
0%
$0 
BNL Broadstone Net Lease Inc.
0%
$0 
BPOP Popular Inc.
0%
$0 
BUD Anheuser-Busch InBev S.A. ADR
0%
$0 
BXP Boston Properties, Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
CACI Caci International Inc.
0%
-$0.02 
CAT Caterpillar Inc.
0%
$0 
CB Chubb Limited
0%
+$0.02 
CDNS Cadence Design Systems, Inc.
0%
$0 
CHDN Churchill Downs Incorporated
0%
$0 
CHTR Charter Communications Inc
0%
$0 
CI The Cigna Group
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CLFD Clearfield Inc.
0%
$0 
CMI Cummins Inc.
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COHR Coherent Corp.
0%
$0 
COR Cencora, Inc.
0%
$0 
COLD Americold Realty Trust
0%
$0 
CR Crane NXT Co.
0%
$0 
CROX Crocs, Inc.
0%
$0 
CRM Salesforce Inc
0%
-$0.09 
CSCO Cisco Systems, Inc.
0%
$0 
CTVA Corteva Inc.
0%
$0 
CUZ Cousins Properties Incorporated
0%
$0 
CVX Chevron Corporation
0%
-$0.01 
CVS CVS Health Corporation
0%
$0 
CW Curtiss-Wright Corporation
0%
-$0.03 
CXT Crane NXT Co.
0%
$0 
CWST Casella Waste Systems Inc.
0%
$0 
CWK Cushman & Wakefield Ltd.
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DECK Deckers Outdoor Corporation
0%
$0 
DE Deere & Company
0%
$0 
DEO Diageo plc Sponsored ADR
0%
$0 
DGX Quest Diagnostics Inc.
0%
$0 
DG Dollar General Corporation
0%
$0 
DIS The Walt Disney Company
0%
$0 
DHR Danaher Corporation
0%
+$0.01 
DLR Digital Realty Trust, Inc.
0%
$0 
DOC Healthpeak Properties, Inc.
0%
$0 
DOV Dover Corporation
0%
$0 
DVN Devon Energy Corporation
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ECL Ecolab Inc.
0%
+$0.04 
ED Consolidated Edison, Inc.
0%
$0 
ELF Elf Beauty Inc.
0%
$0 
ELV Elevance Health, Inc.
0%
-$0.04 
EMN Eastman Chemical Company
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
EPRT Essential Properties Realty Trust, Inc.
0%
$0 
EQT EQT Corporation
0%
$0 
ESS Essex Property Trust, Inc.
0%
+$0.01 
ETR Entergy Corporation
0%
$0 
ETN Eaton Corporation plc
0%
$0 
EVR Evercore Inc.
0%
-$0.02 
EVH Evolent Health Inc.
0%
$0 
FANG Diamondback Energy Inc
0%
$0 
FDX FedEx Corporation
0%
+$0.08 
FLEX Flex Ltd.
0%
$0 
FNB F.N.B. Corporation
0%
$0 
FR First Industrial Realty Trust Inc.
0%
$0 
FROG JFrog Ltd
0%
$0 
FRPT Freshpet Inc.
0%
$0 
FSLR First Solar, Inc.
0%
$0 
FTV Fortive Corporation
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
$0 
GIS General Mills, Inc.
0%
$0 
GLNG Golar LNG Ltd.
0%
$0 
GM General Motors Company
0%
$0 
GMED Globus Medical Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
GTLS Chart Industries Inc.
0%
$0 
H Hyatt Hotels Corporation
0%
$0 
HAE Haemonetics Corporation
0%
$0 
HAL Halliburton Company
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HMC Honda Motor Co., Ltd.
0%
$0 
HPQ HP Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HST Host Hotels & Resorts Inc.
0%
$0 
HXL Hexcel Corporation
0%
$0 
IBKR Interactive Brokers Group Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
ICUI Icu Medical Inc.
0%
$0 
ING ING Groep N.V. Sponsored ADR
0%
$0 
INTU Intuit Inc.
0%
$0 
INVH Invitation Homes Inc.
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
ITT Itt Inc.
0%
$0 
J Jacobs Solutions Inc.
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JNJ Johnson & Johnson
0%
+$0.02 
JPM JPMorgan Chase & Co.
0%
+$0.16 
KBR KBR Inc.
0%
+$0.01 
KIM Kimco Realty Corporation
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
KT KT Corporation
0%
$0 
L Loews Corporation
0%
$0 
LAD Lithia Motors Inc.
0%
$0 
LEN Lennar Corporation
0%
$0 
LH Labcorp Holdings Inc.
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LIN Linde plc
0%
$0 
LLY Eli Lilly and Company
0%
-$0.06 
LOW Lowe's Companies Inc.
0%
$0 
LPLA LPL Financial Holdings Inc.
0%
$0 
LPRO Open Lending Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LYG Lloyds Banking Group Plc ADR
0%
$0 
MAA Mid-America Apartment Communities, Inc.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MCD McDonald's Corporation
0%
-$0.02 
MCHP Microchip Technology Incorporated
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MDT Medtronic plc
0%
$0 
MET MetLife Inc.
0%
$0 
MKSI MKS Instruments Inc.
0%
+$0.03 
MMM 3M Company
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.13 
MTDR Matador Resources Company
0%
$0 
MTZ MasTec, Inc. Common Stock
0%
+$0.03 
NBIX Neurocrine Biosciences Inc.
0%
-$0.03 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NUE Nucor Corporation
0%
$0 
NTNX Nutanix, Inc.
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
NXST Nexstar Media Group Inc.
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
NXT Nextracker Inc.
0%
$0 
O Realty Income Corporation
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFGC Performance Food Group Co.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PGNY Progyny Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PHG Koninklijke Philips N.V.
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PLNT Planet Fitness Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PLXS Plexus Corp.
0%
-$0.01 
PNFP Pinnacle Financial Partners Inc.
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
PUK Prudential plc ADR
0%
$0 
PWR Quanta Services Inc.
0%
-$0.01 
R Ryder System Inc.
0%
$0 
RCL Royal Caribbean Group
0%
$0 
REG Regency Centers Corporation
0%
$0 
RF Regions Financial Corporation
0%
$0 
RGTI Rigetti Computing Inc
0%
$0 
RITM Rithm Capital Corp.
0%
$0 
ROP Roper Technologies Inc.
0%
-$0.01 
RRX Regal Rexnord Corporation
0%
$0 
RTX RTX Corporation
0%
$0 
SAP SAP SE Sponsored ADR
0%
+$0.03 
SBAC SBA Communications Corporation
0%
$0 
SE Sea Ltd.
0%
$0 
SHEL Shell plc
0%
$0 
SLM SLM Corporation
0%
$0 
SM SM Energy Company
0%
$0 
SNPS Synopsys, Inc.
0%
$0 
SO The Southern Company
0%
$0 
SNX TD Synnex Corporation
0%
-$0.03 
SOLS Sollensys Corp
0%
$0 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
0%
$0 
STWD Starwood Property Trust Inc.
0%
$0 
SUI Sun Communities Inc.
0%
$0 
STZ Constellation Brands, Inc.
0%
$0 
SYK Stryker Corporation
0%
$0 
T AT&T Inc.
0%
$0 
TEL TE Connectivity plc
0%
$0 
TGT Target Corporation
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
-$0.05 
TM Toyota Motor Corporation
0%
$0 
TPR Tapestry Inc.
0%
$0 
TRMB Trimble Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTE TotalEnergies SE
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UDR UDR Inc.
0%
$0 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
URI United Rentals, Inc.
0%
-$0.01 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
-$0.1 
VICI Vici Properties Inc.
0%
$0 
VLTO Veralto Corporation
0%
$0 
VOD Vodafone Group Public Limited Company American Depositary Receipt
0%
$0 
VOYA Voya Financial Inc.
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VTR Ventas Inc.
0%
-$0.01 
VZ Verizon Communications Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WMS Advanced Drainage Systems, Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
WTRG Essential Utilities Inc.
0%
$0 
WY Weyerhaeuser Company
0%
$0 
XPO XPO Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
AVDE Avantis International Equity ETF
0%
-$0.03 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IQLT iShares MSCI International Quality Factor ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
+$0.01 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IYR iShares U.S. Real Estate ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
-$0.01 
SDY SPDR S&P Dividend ETF
0%
$0 
RBC RBC Bearings Incorporated
0%
$0 
SOLV Solventum Corporation
0%
$0 
GEV GE Vernova Inc.
0%
-$0.01 
BWIN The Baldwin Group, Inc.
0%
$0 
WAY Waystar Holding Corp.
0%
$0 
QNTM Quantum BioPharma Ltd.
0%
$0 
GAP Gap Inc.
0%
$0 
RAL Ralliant Corporation
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
+$0.02 
MPWR Monolithic Power Systems, Inc.
-4.38%
-$687.06 
NEM Newmont Corporation
-3.1%
-$69,652.95 
MCK McKesson Corporation
-2.51%
-$132,129.68 
AMAT Applied Materials, Inc.
-2.48%
-$13,582.8 
COP ConocoPhillips
-2.18%
-$23,254.7 
UNH UnitedHealth Group Incorporated
-1.61%
-$31,213.4 
LGND Ligand Pharmaceuticals Inc.
-1.52%
-$13,038.47 
BLD TopBuild Corp
-1.45%
-$104.6 
ROST Ross Stores, Inc.
-1.32%
-$329 
HALO Halozyme Therapeutics Inc.
-1.1%
-$7,000 
SLB Schlumberger Limited
-1.04%
-$490.6 
RS Reliance Inc.
-0.46%
-$86.24 
NVS Novartis AG Sponsored ADR
-0.39%
-$1,951.23 
PATK Patrick Industries Inc.
-0.35%
-$18 
WMT Walmart Inc.
-0.25%
-$11,566.73 
STE STERIS plc
-0.22%
-$15.9 
DBRG DigitalBridge Group Inc.
-0.13%
-$263 
TMHC Taylor Morrison Home Corporation
-0.03%
-$4.74 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$105.84 
COST Costco Wholesale Corporation
0%
-$4.88 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1640 | Longs Won 1124/1640 68% | Profit Factor 7.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $318,728.8 |
| Average Win $76,107.75 | Best Trade (Aug 14) $9.46M | Sharpe Ratio -295.82 |
| Average Loss -$20,828.82 | Worst Trade (Sep 30) -$728,555.57 | Z-Score 14.22 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4w | Expectancy $45,608.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,615 | 8,654 | 7,692 | 6,731 | 5,769 | 4,808 | 3,846 | 2,885 | 1,923 | 962 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 50 | $6,951.5 | $7,412 | - | $460.5 | 6.62% | 0.0 |
| AAPL Apple Inc. | 39,492 | $7.6M | $12.06M | - | $4.45M | 58.55% | +0.996% |
| ABBV AbbVie Inc. | 668 | $103,520 | $166,171.67 | - | $62,651.67 | 60.52% | 0.0 |
| ABT Abbott Laboratories | 3,656 | $402,415.95 | $405,486.96 | - | $3,071.01 | 0.76% | 0.0 |
| ACIW ACI Worldwide, Inc. | 6,335 | $266,434.05 | $334,171.25 | - | $67,737.2 | 25.42% | 0.0 |
| ADI Analog Devices, Inc. | 146 | $28,990 | $56,126.78 | - | $27,136.78 | 93.61% | 0.0 |
| ADUS Addus HomeCare Corporation | 2,820 | $272,367.88 | $332,929.2 | - | $60,561.32 | 22.24% | 0.0 |
| AFL Aflac Inc. | 118 | $9,735 | $14,246.14 | - | $4,511.14 | 46.34% | 0.0 |
| AIG American International Group Inc. | 17,971 | $1.34M | $1.37M | - | $27,241.23 | 2.03% | 0.0 |
| AIZ Assurant Inc. | 60 | $10,109 | $16,867.2 | - | $6,758.2 | 66.85% | 0.0 |
| AJG Arthur J. Gallagher & Co. | 34 | $7,646 | $8,685.64 | - | $1,039.64 | 13.6% | 0.0 |
| ALB Albemarle Corporation | 1,960 | $260,180.56 | $255,740.8 | - | -$4,439.76 | -1.71% | +1.667% |
| ALL Allstate Corporation | 78 | $10,918 | $19,955.52 | - | $9,037.52 | 82.78% | 0.0 |
| ALNY Alnylam Pharmaceuticals Inc | 16 | $3,063 | $3,583.2 | - | $520.2 | 16.98% | 0.0 |
| AMAT Applied Materials, Inc. | 998 | $161,746 | $533,470.92 | - | $371,724.92 | 229.82% | -2.483% |
| AMD Advanced Micro Devices, Inc. | 104 | $15,331 | $50,224.72 | - | $34,893.72 | 227.6% | 0.0 |
| AMG Affiliated Managers Group Inc. | 1,640 | $285,918.7 | $594,336 | - | $308,417.3 | 107.87% | 0.0 |
| AMGN Amgen Inc. | 8,983 | $2.59M | $3.74M | - | $1.14M | 44.14% | 0.0 |
| AMH American Homes 4 Rent | 5,095 | $180,243.47 | $172,363.85 | - | -$7,879.62 | -4.37% | 0.0 |
| AMP Ameriprise Financial, Inc. | 1,050 | $398,821.5 | $593,323.5 | - | $194,502 | 48.77% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Jeffrey McGrath?
The largest contributions to the portfolio's profits come from the following stocks: Lam Research Corporation - $1.29M, HCA Healthcare Inc - $1.18M, BlackRock, Inc - $587,810.69, JPMorgan Chase & Co - $525,454.39, and Chevron Corporation - $514,272.47. 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: Open Lending Corporation - $1.24M, Boeing Company - $851,199.94, Comcast Corp - $382,863.48, Evolent Health Inc - $261,822.17, and CVS Health Corporation - $244,584.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey McGrath's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.86M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $253,692.35, Amgen Inc - $223,191.23, Bank of America Corporation - $180,514.72, MetLife Inc - $175,732.88, and Avantis International Equity ETF - $161,197.02. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey McGrath's monthly returns?
Jeffrey McGrath's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Jeffrey McGrath's strategy be considered aggressive or moderate?
Jeffrey McGrath'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 Jeffrey McGrath's strategy?
Jeffrey McGrath'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.
