Kristy DeJarnette Portfolio
Invests via Financial Security Advisor, Inc. | Managed by Kristy DeJarnette, John Thomas Orlando, Kevin John Joyce, Charles Frederick Jenks, Jr., Enrique Luis Tomeu, Gayle O’Brien Blachura, April Dawn Waff-Mano, Reginald Curtis Corinaldi, Samuel Thomas Watson, Archie Ray Megginson, Sr., Matthew Robert Farrell
Invests via Financial Security Advisor, Inc.
Managed by Kristy DeJarnette, John Thomas Orlando, Kevin John Joyce, Charles Frederick Jenks, Jr., Enrique Luis Tomeu, Gayle O’Brien Blachura, April Dawn Waff-Mano, Reginald Curtis Corinaldi, Samuel Thomas Watson, Archie Ray Megginson, Sr., Matthew Robert Farrell
Automatically Tracked
Kristy DeJarnette Profile
Investor and operating executive with experience in growth-stage technology, SaaS go-to-market and corporate development across venture and private equity-backed businesses. Kristy DeJarnette brings leadership in scaling sales, partnerships and M&A execution, having led commercial strategy and investor relations roles and advised multiple startups on capital raises. Market-relevant strengths include revenue operations, board-level governance and sector-focused deal sourcing.
Investor and operating executive with experience in growth-stage technology, SaaS go-to-market and corporate development across venture and private equity-backed businesses. Kristy DeJarnette brings leadership in scaling sales, partnerships and M&A execution, having led commercial strategy and investor relations roles and advised multiple startups on capital raises. Market-relevant strengths include revenue operations, board-level governance and sector-focused deal sourcing.
Investment Philosophy & Strategy
Targets growth-stage technology and SaaS businesses where commercial scaling can unlock value. Prefers revenue-first KPIs, repeatable GTM motions and capital-efficient expansion; invests with a 3–7 year horizon balancing growth capture and path-to-profitability. Underwrites deals through customer traction, unit economics and founder/operator alignment, brings active capital via go-to-market playbooks, board governance and M&A optionality. Risk-managed through staged commitments, milestone-based funding and emphasis on partnership-led distribution.
Targets growth-stage technology and SaaS businesses where commercial scaling can unlock value. Prefers revenue-first KPIs, repeatable GTM motions and capital-efficient expansion; invests with a 3–7 year horizon balancing growth capture and path-to-profitability. Underwrites deals through customer traction, unit economics and founder/operator alignment, brings active capital via go-to-market playbooks, board governance and M&A optionality. Risk-managed through staged commitments, milestone-based funding and emphasis on partnership-led distribution.
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:
79.26%
Gain -0.17%
Monthly
1.64%
Yearly
21.61%
Drawdown
19.18%
$616.92M
Equity
Holdings
$616.92M
Investment
$479.45M
$184.5M
Profit -$1.04M
Realized
$47.02M
Unrealized
$137.47M
Dividends
$30.11M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.17%
Profit
-$1.04M
Win %
76%
This Week
Compared To Last Week
Gain
-1.33%
Profit
-$8.32M
Win %
76%
This Month
Compared to last month
Gain
0.28%
Profit
$1.71M
Win %
76%
This Year
Compared to last year
Gain
0.36%
Profit
$2.13M
Win %
76%
BTC Grayscale Bitcoin Mini Trust ETF
+40.62%
+$1.51M 
GE General Electric Company
+2.67%
+$9,587.83 
LMT Lockheed Martin Corporation
+2.57%
+$27,899.81 
RTX RTX Corporation
+2.57%
+$13,508.34 
VMC Vulcan Materials Company
+2.44%
+$6,182.34 
TFC Truist Financial Corporation
+2.43%
+$25,788.86 
SLB Schlumberger Limited
+2.37%
+$30,094.03 
PM Philip Morris International Inc.
+2.33%
+$121,215.92 
AEM Agnico Eagle Mines Limited
+2.31%
+$5,676.63 
FNV Franco-Nevada Corporation
+2.29%
+$7,537.68 
FCX Freeport-McMoRan Inc.
+2.25%
+$7,321.72 
JPM JPMorgan Chase & Co.
+2.25%
+$20,885.8 
FCNCA First Citizens BancShares, Inc.
+2.14%
+$27,595.08 
COF Capital One Financial Corporation
+2.12%
+$11,436.2 
WFC Wells Fargo & Company
+1.87%
+$5,440.5 
EUAD STOXX Europe Aerospace & Defense ETF
+1.85%
+$18,331.96 
BWA BorgWarner Inc.
+1.76%
+$3,161.07 
BAC Bank of America Corporation
+1.75%
+$8,407.45 
PEP PepsiCo, Inc.
+1.66%
+$5,998.08 
PG Procter & Gamble Co
+1.63%
+$46,230.17 
MDLZ Mondelez International, Inc.
+1.6%
+$4,694.48 
AXP American Express Company
+1.55%
+$36,466.56 
D Dominion Energy, Inc.
+1.54%
+$41,384.08 
NEE NextEra Energy, Inc.
+1.46%
+$3,666.2 
JNJ Johnson & Johnson
+1.43%
+$76,247.58 
COP ConocoPhillips
+1.4%
+$9,341.64 
KO The Coca-Cola Company
+1.4%
+$28,408.78 
DUK Duke Energy Corporation
+1.39%
+$9,198.75 
MKL Markel Group Inc.
+1.39%
+$9,686.05 
SO The Southern Company
+1.37%
+$15,112.83 
MO Altria Group, Inc.
+1.34%
+$91,695.78 
ITW Illinois Tool Works Inc.
+1.32%
+$3,834.12 
MGNR American Beacon GLG Natural Resources ETF
+1.31%
+$47,441.28 
RY Royal Bank of Canada
+1.31%
+$9,893.19 
TOWN TowneBank
+1.29%
+$21,957.39 
TJX The TJX Companies, Inc.
+1.27%
+$2,669.97 
LLY Eli Lilly and Company
+1.26%
+$25,698.47 
TOL Toll Brothers Inc
+1.26%
+$3,132.41 
TXN Texas Instruments Inc
+1.21%
+$19,273.03 
AROC Archrock Inc.
+1.2%
+$4,252.5 
HD The Home Depot, Inc.
+1.2%
+$8,114.31 
GS The Goldman Sachs Group, Inc.
+1.19%
+$16,718.91 
BRK-B Berkshire Hathaway Inc.
+1.15%
+$229,847.8 
SETM Sprott Critical Materials ETF
+1.12%
+$3,384.6 
MRK Merck & Co., Inc.
+1.09%
+$102,794.8 
SYK Stryker Corporation
+0.98%
+$6,528.73 
COST Costco Wholesale Corporation
+0.98%
+$7,964.69 
PH Parker-Hannifin Corporation
+0.96%
+$26,597.59 
VZ Verizon Communications Inc.
+0.95%
+$11,535.72 
WMT Walmart Inc.
+0.94%
+$49,380.57 
CVX Chevron Corporation
+0.93%
+$4,401.04 
IEFA iShares Core MSCI EAFE ETF
+0.91%
+$9,011.2 
ASML ASML Holding N.V. New York Registry Shares
+0.91%
+$3,837.77 
GEV GE Vernova Inc.
+0.85%
+$8,203.25 
DIS The Walt Disney Company
+0.83%
+$2,877.68 
MS Morgan Stanley
+0.8%
+$3,520.06 
UEC Uranium Energy Corp.
+0.8%
+$5,999.82 
AAPL Apple Inc.
+0.79%
+$137,261.74 
DFAT Dimensional US Targeted Value ETF
+0.78%
+$1,583.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.78%
+$1,720.98 
NSC Norfolk Southern Corporation
+0.74%
+$8,460 
WRAP Wrap Technologies Inc.
+0.73%
+$169.88 
DGRO iShares Core Dividend Growth ETF
+0.71%
+$3,046.4 
CAT Caterpillar Inc.
+0.7%
+$3,012.49 
NVS Novartis AG Sponsored ADR
+0.7%
+$2,399.84 
PSX Phillips 66
+0.7%
+$2,409.93 
ABBV AbbVie Inc.
+0.68%
+$6,149.43 
CMI Cummins Inc.
+0.68%
+$1,832.05 
AMGN Amgen Inc.
+0.64%
+$3,758.56 
GWW W.W. Grainger, Inc.
+0.64%
+$1,387.13 
V Visa Inc. Class A
+0.63%
+$4,486.95 
ALNY Alnylam Pharmaceuticals Inc
+0.63%
+$1,110 
EMR Emerson Electric Co.
+0.58%
+$1,414.72 
CB Chubb Limited
+0.57%
+$6,839.07 
GLD SPDR Gold Shares
+0.53%
+$1,721.77 
IAU iShares Gold Trust
+0.51%
+$1,798.4 
MAIN Main Street Capital Corporation
+0.46%
+$3,512.5 
XOM Exxon Mobil Corporation
+0.4%
+$27,248.79 
ABT Abbott Laboratories
+0.37%
+$1,434.81 
COWZ Pacer US Cash Cows 100 ETF
+0.35%
+$80,911 
TSLA Tesla, Inc.
+0.34%
+$5,439.06 
RSP Invesco S&P 500 Equal Weight ETF
+0.31%
+$687.06 
BN Brookfield Corporation
+0.27%
+$745.1 
MA Mastercard Incorporated
+0.27%
+$712.8 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.26%
+$41,957.44 
WRB W.R. Berkley Corporation
+0.24%
+$854.64 
MCD McDonald's Corporation
+0.24%
+$7,744.16 
NXE NexGen Energy Ltd.
+0.23%
+$208.28 
UTG Reaves Utility Income Fund
+0.23%
+$1,000 
NVDA NVIDIA Corporation
+0.15%
+$16,779.85 
HYBI Neos Enhanced Income Cash Alternative ETF
+0.14%
+$141,923.92 
DFAS Dimensional U.S. Small Cap ETF
+0.13%
+$506.9 
VO Vanguard Mid-Cap ETF
+0.12%
+$981.3 
KWEB KraneShares CSI China Internet ETF
+0.1%
+$217.72 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$5,202.6 
VNLA Janus Henderson Short Duration Income ETF
+0.03%
+$145.38 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.02%
+$1,424.17 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$2,729.33 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$1,478.16 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 9170
91703D100
0%
$0 
NBIS Nebius Group N.V.
-6.51%
-$18,858.99 
SNDK SanDisk Corporation
-4.4%
-$31,007 
MU Micron Technology, Inc.
-3.59%
-$37,263.26 
AMD Advanced Micro Devices, Inc.
-3.22%
-$116,439.12 
INTC Intel Corporation
-3.13%
-$24,506.04 
MRVL Marvell Technology, Inc.
-3.07%
-$20,925.87 
CLS Celestica Inc.
-2.68%
-$25,260.92 
KLAC KLA Corporation
-2.68%
-$4,156.12 
NFLX Netflix, Inc.
-2.53%
-$6,320.08 
ORCL Oracle Corporation
-2.42%
-$24,945.52 
GLW Corning Incorporated
-2.32%
-$5,656 
UNH UnitedHealth Group Incorporated
-2.11%
-$18,374.01 
META Meta Platforms Inc Class A
-2.1%
-$38,025.26 
AMAT Applied Materials, Inc.
-2.09%
-$4,816.89 
AVGO Broadcom Inc.
-2.03%
-$42,359.18 
ANET Arista Networks, Inc.
-1.9%
-$18,344.15 
SPCX Space Exploration Technologies Corp. Class A
-1.7%
-$8,359.12 
VRT Vertiv Holdings Co
-1.52%
-$3,498.9 
OPEN Opendoor Technologies Inc.
-1.51%
-$364 
QCOM QUALCOMM Incorporated
-1.47%
-$4,394.71 
XLK State Street Technology Select Sector SPDR ETF
-1.39%
-$2,774.66 
VGT Vanguard Information Technology ETF
-1.35%
-$4,694.25 
CSCO Cisco Systems, Inc.
-1.31%
-$95,119.2 
RPG Invesco S&P 500 Pure Growth ETF
-1.27%
-$478,411.51 
GOOGL Alphabet Inc
-1.14%
-$209,112.83 
DHR Danaher Corporation
-1.13%
-$8,446.88 
QQQM Invesco NASDAQ 100 ETF
-1.1%
-$1.26M 
QQQ Invesco QQQ Trust, Series 1
-1.03%
-$4,252.5 
GOOG Alphabet Inc
-1.01%
-$23,842 
TMO Thermo Fisher Scientific Inc.
-0.97%
-$14,720.16 
MSFT Microsoft Corp.
-0.87%
-$145,920.34 
IBM International Business Machines Corporation
-0.86%
-$4,530.86 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
-0.86%
-$2,438.57 
CGGR Capital Group Growth ETF
-0.82%
-$101,429.25 
VUG Vanguard Growth ETF
-0.7%
-$4,422.5 
APH Amphenol Corporation
-0.68%
-$5,935.6 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.57%
-$2,150.4 
AMZN Amazon.com Inc
-0.55%
-$36,653.4 
LDP Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
-0.42%
-$1,078.65 
GILD Gilead Sciences Inc.
-0.41%
-$1,310.4 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
-0.4%
-$1,375 
HCA HCA Healthcare Inc.
-0.35%
-$10,567.26 
BTCO Invesco Galaxy Bitcoin ETF
-0.34%
-$1,106.56 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.32%
-$1,830.15 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
-0.3%
-$1,681.54 
ELV Elevance Health, Inc.
-0.29%
-$3,270 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.29%
-$25,921.37 
CGGO Capital Group Global Growth Equity ETF
-0.29%
-$1,771.11 
MPC Marathon Petroleum Corporation
-0.28%
-$1,214.41 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.17%
-$1,116.92 
SPHQ Invesco S&P 500 Quality ETF
-0.17%
-$413.7 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.14%
-$636.16 
VOO Vanguard S&P 500 ETF
-0.12%
-$2,181.93 
SPY SPDR S&P 500 ETF Trust
-0.11%
-$1,441.52 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.09%
-$7,423.65 
IVV iShares Core S&P 500 ETF
-0.09%
-$668.88 
VFLO VictoryShares Free Cash Flow ETF
-0.07%
-$286.39 
DE Deere & Company
-0.04%
-$376.22 
ETN Eaton Corporation plc
-0.03%
-$289.52 
BABA Alibaba Group Holding Limited SP ADR
-0.02%
-$80.36 Events
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Dividends
Dividend Analysis
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| Trades 1411 | Longs Won 1069/1411 75% | Profit Factor 15.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.13M |
| Average Win $185,883.86 | Best Trade (Mar 31) $27.14M | Sharpe Ratio -10.61 |
| Average Loss -$37,159.03 | Worst Trade (Oct 14) -$6.4M | Z-Score 13.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 1d | Expectancy $130,754.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 9170 91703D100 | 13,052 | $36,285 | $36,285 | - | - | - | 0.0 |
| AAPL Apple Inc. | 50,932 | $8.81M | $17.56M | - | $8.75M | 99.25% | +0.788% |
| ABBV AbbVie Inc. | 3,178 | $486,374.89 | $906,794.63 | - | $420,419.74 | 86.44% | +0.683% |
| ABT Abbott Laboratories | 3,679 | $358,811.67 | $386,552.53 | - | $27,740.86 | 7.73% | +0.373% |
| AEM Agnico Eagle Mines Limited | 1,311 | $220,982.01 | $251,567.79 | - | $30,585.78 | 13.84% | +2.309% |
| ALNY Alnylam Pharmaceuticals Inc | 750 | $225,773 | $176,632.5 | - | -$49,140.5 | -21.77% | +0.632% |
| AMAT Applied Materials, Inc. | 537 | $388,459 | $226,098.48 | - | -$162,360.52 | -41.8% | -2.086% |
| AMD Advanced Micro Devices, Inc. | 6,426 | $1.41M | $3.5M | - | $2.09M | 147.91% | -3.223% |
| AMGN Amgen Inc. | 1,352 | $364,519.81 | $590,567.12 | - | $226,047.31 | 62.01% | +0.641% |
| AMZN Amazon.com Inc | 26,181 | $4.34M | $6.63M | - | $2.3M | 52.98% | -0.55% |
| ANET Arista Networks, Inc. | 5,204 | $609,587.64 | $947,414.17 | - | $337,826.53 | 55.42% | -1.899% |
| APH Amphenol Corporation | 10,792 | $397,083.11 | $873,504.48 | - | $476,421.37 | 119.98% | -0.675% |
| AROC Archrock Inc. | 12,150 | $304,806.26 | $359,640 | - | $54,833.74 | 17.99% | +1.197% |
| ASML ASML Holding N.V. New York Registry Shares | 255 | $378,933.67 | $426,484.95 | - | $47,551.28 | 12.55% | +0.908% |
| AVGO Broadcom Inc. | 6,073 | $891,119.02 | $2.05M | - | $1.16M | 129.91% | -2.026% |
| AXP American Express Company | 7,488 | $1.12M | $2.39M | - | $1.27M | 113.45% | +1.552% |
| BABA Alibaba Group Holding Limited SP ADR | 4,018 | $360,053.24 | $446,439.98 | - | $86,386.74 | 23.99% | -0.018% |
| BAC Bank of America Corporation | 9,290 | $281,332 | $488,700.45 | - | $207,368.45 | 73.71% | +1.75% |
| BN Brookfield Corporation | 7,451 | $199,291.9 | $275,016.41 | - | $75,724.51 | 38% | +0.272% |
| BRK-B Berkshire Hathaway Inc. | 37,960 | $13.47M | $20.18M | - | $6.72M | 49.89% | +1.152% |
No 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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FAQ
Which stocks have generated the highest profits for Kristy DeJarnette?
The largest contributions to the portfolio's profits come from the following stocks: Capital Group Growth ETF - $31.33M, Neos Enhanced Income Cash Alternative ETF - $15.56M, Exxon Mobil Corporation - $2.59M, Eli Lilly and Company - $2.31M, and SPDR Portfolio S&P 600 Small Cap ETF - $2.27M. 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: Accenture plc Class A - $231,351.76, iShares Bitcoin Trust - $120,353.99, UnitedHealth Group Incorporated - $92,930.57, Grayscale Bitcoin Trust ETF - $70,126.59, and Nebius Group N.V - $63,329.01. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kristy DeJarnette's portfolio generate?
The portfolio generates substantial dividend income, with a total of $30.11M earned over time. The largest contributors to dividend income include Neos Enhanced Income Cash Alternative ETF - $15.72M, WisdomTree Floating Rate Treasury Fund - $1.77M, JPMorgan Ultra-Short Income ETF - $1.38M, Altria Group, Inc - $1.14M, and SPDR Portfolio S&P 600 Small Cap ETF - $939,034.1. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kristy DeJarnette's monthly returns?
Kristy DeJarnette'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 Kristy DeJarnette's strategy be considered aggressive or moderate?
Kristy DeJarnette'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 Kristy DeJarnette's strategy?
Kristy DeJarnette'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.
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