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Wesley Reed Portfolio
Invests via Blue Rock Wealth Management LLC | Managed by Wesley Reed
Invests via Blue Rock Wealth Management LLC
Managed by Wesley Reed
Automatically Tracked
Seasoned growth investor and operator focused on technology and financial services, Wesley Reed brings operating experience across scale-ups and corporate development. Typically evaluates SaaS, fintech and marketplace business models, emphasizing unit economics and go-to-market expansion. Background includes strategic m&a, capital raises and cross-border partnerships.
Seasoned growth investor and operator focused on technology and financial services, Wesley Reed brings operating experience across scale-ups and corporate development. Typically evaluates SaaS, fintech and marketplace business models, emphasizing unit economics and go-to-market expansion. Background includes strategic m&a, capital raises and cross-border partnerships.
Investment Philosophy & Strategy
Operates as a growth-oriented investor focused on tech and financial services, prioritizing SaaS, fintech and marketplace models with scalable unit economics. Emphasizes revenue-driven KPIs, repeatable go-to-market motions and pricing power when allocating growth capital. Prefers active, operator-led partnerships that combine board-level governance with hands-on commercialization support; horizon of 3–7 years; risk discipline centers on margin expansion, customer retention and prudent capital structure.
Operates as a growth-oriented investor focused on tech and financial services, prioritizing SaaS, fintech and marketplace models with scalable unit economics. Emphasizes revenue-driven KPIs, repeatable go-to-market motions and pricing power when allocating growth capital. Prefers active, operator-led partnerships that combine board-level governance with hands-on commercialization support; horizon of 3–7 years; risk discipline centers on margin expansion, customer retention and prudent capital structure.
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:
37.06%
Gain +0.9%
Monthly
1.59%
Yearly
20.84%
Drawdown
18.48%
$182.94M
Equity
Holdings
$182.94M
Investment
$148.33M
$36.21M
Profit +$1.18M
Realized
$1.59M
Unrealized
$34.61M
Dividends
$6.08M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.9%
Profit
$1.18M
Win %
77%
This Week
Compared To Last Week
Gain
0.65%
Profit
$1.18M
Win %
77%
This Month
Compared to last month
Gain
3.2%
Profit
$5.67M
Win %
77%
This Year
Compared to last year
Gain
2.1%
Profit
$3.77M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$464,529.87 
GOOG Alphabet Inc
+6.88%
+$156,218.97 
GOOGL Alphabet Inc
+6.73%
+$20,672.4 
VRT Vertiv Holdings Co
+6.18%
+$23,919.02 
META Meta Platforms Inc Class A
+3.28%
+$18,563.99 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$9,858.72 
MSFT Microsoft Corp.
+3.02%
+$94,863.23 
NVDA NVIDIA Corporation
+2.93%
+$146,604.43 
CSCO Cisco Systems, Inc.
+2.14%
+$19,850.67 
LHX L3Harris Technologies, Inc.
+1.9%
+$9,804.02 
VOLT Tema Electrification Fund
+1.62%
+$4,159.5 
CG The Carlyle Group Inc.
+1.46%
+$3,960 
FCNCA First Citizens BancShares, Inc.
+1.41%
+$3,041.99 
ALAI Alger AI Enablers & Adopters ETF
+1.4%
+$4,457.97 
ESE Esco Technologies Inc.
+1.21%
+$2,570.4 
HACK Amplify Cybersecurity ETF
+1.2%
+$6,223 
WFC Wells Fargo & Company
+1.19%
+$5,038.8 
CNEQ Alger Concentrated Equity ETF
+1.19%
+$8,446.95 
AMAT Applied Materials, Inc.
+1.18%
+$11,800.04 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$176,315.44 
VUG Vanguard Growth ETF
+1.1%
+$14,375.01 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$5,280 
NBIS Nebius Group N.V.
+1.05%
+$2,178.01 
GQI Natixis Gateway Quality Income ETF
+0.91%
+$66,076.02 
IBM International Business Machines Corporation
+0.86%
+$2,007.39 
MCD McDonald's Corporation
+0.82%
+$3,086.61 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,616.6 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$10,012.55 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,990.09 
CAT Caterpillar Inc.
+0.7%
+$3,401.99 
IVV iShares Core S&P 500 ETF
+0.69%
+$6,594.56 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$1,421.31 
QTUM Defiance Quantum ETF
+0.67%
+$5,491.48 
PLTR Palantir Technologies Inc.
+0.65%
+$19,483.95 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$35,071.56 
MO Altria Group, Inc.
+0.57%
+$2,008.5 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$59,788.74 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$6,544.96 
QBTS D-Wave Quantum Inc.
+0.56%
+$870 
AOS A. O. Smith Corporation
+0.54%
+$1,280 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$57,650.67 
IYW iShares U.S. Technology ETF
+0.46%
+$944.99 
PFE Pfizer Inc.
+0.4%
+$1,641.6 
AVGO Broadcom Inc.
+0.37%
+$2,757.6 
PG Procter & Gamble Co
+0.37%
+$1,162.29 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,725.58 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$1,213.63 
BAC Bank of America Corporation
+0.36%
+$791.34 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$1,180.8 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.33%
+$2,868.86 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$22,796.77 
SMH VanEck Semiconductor ETF
+0.3%
+$13,519.3 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$3,683.48 
PHO Invesco Water Resources ETF
+0.27%
+$893 
JPM JPMorgan Chase & Co.
+0.27%
+$4,132.24 
SO The Southern Company
+0.21%
+$847.4 
JNJ Johnson & Johnson
+0.21%
+$3,797.98 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$16,431.21 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$888.75 
WMT Walmart Inc.
+0.09%
+$591.61 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$142.61 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
CEPT Cantor Equity Partners
0%
$0 
AAPL Apple Inc.
-7.35%
-$447,391.92 
MU Micron Technology, Inc.
-5.9%
-$46,518.58 
SHOP Shopify Inc.
-4.29%
-$32,854.5 
DRAM Roundhill Memory ETF
-3.76%
-$9,259 
ARKB Ark 21Shares Bitcoin ETF
-2.93%
-$7,523.46 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$10,430.4 
ABBV AbbVie Inc.
-2.51%
-$9,802.05 
ARKK ARK Innovation ETF Fund
-2.28%
-$17,033.26 
ORC Orchid Island Capital Inc.
-2.11%
-$2,100.14 
AMD Advanced Micro Devices, Inc.
-1.9%
-$9,702.02 
IRM Iron Mountain Inc.
-1.86%
-$8,352 
APD Air Products and Chemicals, Inc.
-1.77%
-$10,620 
TMQ Trilogy Metals Inc.
-1.57%
-$900 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$25,993.17 
WRB W.R. Berkley Corporation
-1.15%
-$2,653.56 
DE Deere & Company
-1.13%
-$4,127.59 
LOW Lowe's Companies Inc.
-1.08%
-$8,110.72 
KO The Coca-Cola Company
-1.02%
-$4,012.2 
JSMD Janus Small-Mid Cap Growth Alpha Fund
-1%
-$61,401.09 
XOM Exxon Mobil Corporation
-0.97%
-$3,615.39 
PGR Progressive Corporation
-0.87%
-$1,757.7 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.85%
-$19,259.16 
D Dominion Energy, Inc.
-0.8%
-$4,076.8 
DUK Duke Energy Corporation
-0.67%
-$6,418.44 
PM Philip Morris International Inc.
-0.61%
-$2,536.98 
PTRB PGIM Total Return Bond ETF
-0.61%
-$1,520.75 
SBUX Starbucks Corporation
-0.57%
-$1,647.6 
LLY Eli Lilly and Company
-0.53%
-$2,182.28 
PEP PepsiCo, Inc.
-0.46%
-$1,031.04 
HD The Home Depot, Inc.
-0.42%
-$1,440.06 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$1,394.38 
VNLA Janus Henderson Short Duration Income ETF
-0.36%
-$39,895.1 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$2,879.96 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$20,955.56 
CL Colgate-Palmolive Company
-0.33%
-$1,833.3 
TFC Truist Financial Corporation
-0.33%
-$1,172.99 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$616.01 
OAKM Oakmark U.S. Large Cap ETF
-0.3%
-$20,100.78 
COR Cencora, Inc.
-0.28%
-$5,340.06 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$666.19 
VTV Vanguard Value ETF
-0.27%
-$805.93 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$513.45 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$726.2 
COST Costco Wholesale Corporation
-0.24%
-$1,028.27 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$3,983.06 
TPR Tapestry Inc.
-0.14%
-$1,015.77 
V Visa Inc. Class A
-0.04%
-$160.57 
UBER Uber Technologies, Inc.
-0.01%
-$38.03 Events
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Dividends
Dividend Analysis
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| Trades 483 | Longs Won 353/483 73% | Profit Factor 18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $250,476.09 |
| Average Win $108,669.27 | Best Trade (Aug 14) $2.77M | Sharpe Ratio -13.72 |
| Average Loss -$16,392.22 | Worst Trade (Dec 30) -$308,340.4 | Z-Score 13.15 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 3d | Expectancy $74,959.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,246 | $4.38M | $5.64M | - | $1.25M | 28.57% | -7.354% |
| ABBV AbbVie Inc. | 1,515 | $318,670.29 | $380,174.1 | - | $61,503.81 | 19.3% | -2.513% |
| ALAI Alger AI Enablers & Adopters ETF | 7,505 | $342,528 | $322,715 | - | -$19,813 | -5.78% | +1.401% |
| AMAT Applied Materials, Inc. | 2,000 | $290,240 | $1.02M | - | $725,100.02 | 249.83% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,050 | $224,331.52 | $499,957.49 | - | $275,625.97 | 122.87% | -1.904% |
| AMZN Amazon.com Inc | 12,875 | $2.71M | $3.5M | - | $782,460.84 | 28.83% | +15.321% |
| AOS A. O. Smith Corporation | 4,000 | $261,440 | $240,520 | - | -$20,920 | -8% | +0.535% |
| APD Air Products and Chemicals, Inc. | 2,000 | $580,080 | $589,780.02 | - | $9,700.02 | 1.67% | -1.769% |
| ARKB Ark 21Shares Bitcoin ETF | 11,942 | $232,391 | $248,990.7 | - | $16,599.7 | 7.14% | -2.933% |
| ARKK ARK Innovation ETF Fund | 10,261 | $584,238.6 | $730,993.64 | - | $146,755.04 | 25.12% | -2.277% |
| AVGO Broadcom Inc. | 1,915 | $322,942.68 | $745,471.2 | - | $422,528.52 | 130.84% | +0.371% |
| BAC Bank of America Corporation | 3,597 | $170,438.99 | $222,834.15 | - | $52,395.16 | 30.74% | +0.356% |
| BRK-B Berkshire Hathaway Inc. | 2,003 | $932,726.79 | $1.02M | - | $91,887.83 | 9.85% | +0.365% |
| BTC Grayscale Bitcoin Mini Trust ETF | 12,720 | $330,084 | $353,743.2 | - | $23,659.2 | 7.17% | -2.864% |
| CAT Caterpillar Inc. | 600 | $232,926 | $488,886 | - | $255,960 | 109.89% | +0.701% |
| CEPT Cantor Equity Partners | 20,900 | $227,601 | $246,202 | - | $18,601 | 8.17% | 0.0 |
| CG The Carlyle Group Inc. | 6,000 | $280,650 | $276,120 | - | -$4,530 | -1.61% | +1.455% |
| CL Colgate-Palmolive Company | 6,111 | $568,407.89 | $557,934.3 | - | -$10,473.59 | -1.84% | -0.328% |
| CNEQ Alger Concentrated Equity ETF | 18,771 | $712,922.58 | $721,369.53 | - | $8,446.95 | 1.18% | +1.185% |
| COR Cencora, Inc. | 6,000 | $1.67M | $1.87M | - | $199,500 | 11.96% | -0.285% |
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FAQ
Which stocks have generated the highest profits for Wesley Reed?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Nasdaq Equity Premium Income ETF - $1.73M, Janus Henderson Short Duration Income ETF - $677,809.27, Natixis Gateway Quality Income ETF - $649,040.06, JPMorgan Equity Premium Income Fund - $562,461.72, and iShares MSCI USA Quality Factor ETF - $466,418.62. 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: The Trade Desk, Inc. Class A - $376,878.67, Atyr Pharma Inc - $86,971.76, Mereo BioPharma Group plc - ADR - $86,499.68, iShares Bitcoin Trust - $69,633.97, and First Citizens BancShares, Inc - $51,637. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Wesley Reed's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.08M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $1.57M, Janus Henderson Short Duration Income ETF - $677,809.27, Natixis Gateway Quality Income ETF - $671,599.62, JPMorgan Equity Premium Income Fund - $563,674.73, and Janus Henderson AAA CLO ETF - $392,647.16. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Wesley Reed's monthly returns?
Wesley Reed'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 Wesley Reed's strategy be considered aggressive or moderate?
Wesley Reed'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 Wesley Reed's strategy?
Wesley Reed'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.
