WR
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:
0.42%
Gain
Monthly
0.02%
Yearly
0.27%
Drawdown
25.73%
$174.39M
Equity
Holdings
$174.39M
Investment
$143.66M
$31.11M
Profit -$1.69M
Realized
$384,185.97
Unrealized
$30.73M
Dividends
$5.73M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.69M
Win %
79%
This Week
Compared To Last Week
Gain
-1.24%
Profit
-$2.19M
Win %
79%
This Month
Compared to last month
Gain
-0.68%
Profit
-$1.2M
Win %
79%
This Year
Compared to last year
Gain
11.2%
Profit
$17.57M
Win %
78%
WRB W.R. Berkley Corporation
+3.18%
+$7,012.98 
MO Altria Group, Inc.
+2.18%
+$8,214.25 
CSCO Cisco Systems, Inc.
+2.17%
+$19,960.06 
ABBV AbbVie Inc.
+1.9%
+$7,332.6 
JNJ Johnson & Johnson
+1.87%
+$33,465.22 
PSX Phillips 66
+1.8%
+$5,532.12 
PM Philip Morris International Inc.
+1.61%
+$6,557.5 
LLY Eli Lilly and Company
+1.56%
+$6,504.1 
XOM Exxon Mobil Corporation
+1.51%
+$7,262.06 
COR Cencora, Inc.
+1.4%
+$25,920 
CRWD CrowdStrike Holdings, Inc.
+1.28%
+$6,650.28 
IRM Iron Mountain Inc.
+1.23%
+$5,364 
APD Air Products and Chemicals, Inc.
+1.19%
+$7,080 
D Dominion Energy, Inc.
+1.16%
+$6,042.4 
LHX L3Harris Technologies, Inc.
+1.1%
+$5,966 
WMT Walmart Inc.
+1.08%
+$5,537.84 
COP ConocoPhillips
+1.01%
+$3,247.86 
WFC Wells Fargo & Company
+0.92%
+$8,146.17 
SO The Southern Company
+0.92%
+$6,877.2 
DUK Duke Energy Corporation
+0.88%
+$8,407.1 
NEE NextEra Energy, Inc.
+0.87%
+$1,788.7 
PFE Pfizer Inc.
+0.78%
+$3,201.12 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$7,421.14 
F Ford Motor Company
+0.74%
+$2,535.75 
DE Deere & Company
+0.66%
+$2,385.51 
JPM JPMorgan Chase & Co.
+0.64%
+$9,671.2 
HACK Amplify Cybersecurity ETF
+0.63%
+$3,381 
TFC Truist Financial Corporation
+0.59%
+$2,173.5 
PG Procter & Gamble Co
+0.47%
+$1,557.03 
BAC Bank of America Corporation
+0.42%
+$1,111.5 
MU Micron Technology, Inc.
+0.4%
+$2,291.6 
AAPL Apple Inc.
+0.4%
+$24,097.74 
VTV Vanguard Value ETF
+0.35%
+$1,021.44 
VOLT Tema Electrification Fund
+0.29%
+$775.5 
CL Colgate-Palmolive Company
+0.27%
+$1,527.75 
CAT Caterpillar Inc.
+0.23%
+$1,230 
PTRB PGIM Total Return Bond ETF
+0.16%
+$864.37 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.14%
+$5,146.9 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$922.32 
VNLA Janus Henderson Short Duration Income ETF
+0.04%
+$4,310.38 
COST Costco Wholesale Corporation
+0.03%
+$130.78 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1,173.03 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$88.55 
CEPT Cantor Equity Partners
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
META Meta Platforms Inc Class A
-5.24%
-$36,592.51 
AMAT Applied Materials, Inc.
-5.1%
-$57,200 
IBM International Business Machines Corporation
-3.64%
-$8,759.03 
AMD Advanced Micro Devices, Inc.
-2.9%
-$15,240.76 
SMH VanEck Semiconductor ETF
-2.82%
-$138,957.48 
UBER Uber Technologies, Inc.
-2.56%
-$10,570.31 
MSFT Microsoft Corp.
-2.49%
-$75,119.38 
ARKK ARK Innovation ETF Fund
-2.3%
-$20,505.76 
MREO Mereo BioPharma Group plc - ADR
-2.29%
-$140.6 
KO The Coca-Cola Company
-2.14%
-$8,113.56 
SHOP Shopify Inc.
-2.09%
-$17,899.38 
PLTR Palantir Technologies Inc.
-2.04%
-$70,911.2 
GOOGL Alphabet Inc
-2.03%
-$6,624 
GOOG Alphabet Inc
-2.02%
-$50,630.13 
V Visa Inc. Class A
-1.81%
-$7,570.2 
VRT Vertiv Holdings Co
-1.73%
-$4,590 
MPT Medical Properties Trust, Inc.
-1.66%
-$799 
NVDA NVIDIA Corporation
-1.65%
-$85,414.5 
QQQ Invesco QQQ Trust, Series 1
-1.52%
-$82,983.63 
QTUM Defiance Quantum ETF
-1.5%
-$11,354.15 
VUG Vanguard Growth ETF
-1.5%
-$20,545.2 
IWF iShares Russell 1000 Growth ETF
-1.47%
-$5,247.9 
XLK State Street Technology Select Sector SPDR ETF
-1.47%
-$27,410.43 
AVGO Broadcom Inc.
-1.47%
-$10,532.48 
FTEC Fidelity MSCI Information Technology Index ETF
-1.32%
-$11,520 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.32%
-$154,096.8 
ORC Orchid Island Capital Inc.
-1.29%
-$1,350.09 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.28%
-$210,706.61 
QUAL iShares MSCI USA Quality Factor ETF
-1.11%
-$119,411.16 
CG The Carlyle Group Inc.
-1.04%
-$3,395 
XLG Invesco S&P 500 Top 50 ETF
-1.01%
-$6,169 
AOS A. O. Smith Corporation
-0.97%
-$2,360 
JSMD Janus Small-Mid Cap Growth Alpha Fund
-0.97%
-$55,793.49 
MTUM iShares MSCI USA Momentum Factor ETF
-0.89%
-$12,218.49 
GQI Natixis Gateway Quality Income ETF
-0.79%
-$44,618.65 
LOW Lowe's Companies Inc.
-0.73%
-$5,724.34 
SBUX Starbucks Corporation
-0.72%
-$2,141.88 
IVV iShares Core S&P 500 ETF
-0.71%
-$9,199.8 
VOO Vanguard S&P 500 ETF
-0.7%
-$3,990.88 
SPY SPDR S&P 500 ETF Trust
-0.69%
-$8,937.23 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.62%
-$73,944.6 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.6%
-$2,239.25 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.59%
-$5,164.02 
PHO Invesco Water Resources ETF
-0.57%
-$1,880 
OAKM Oakmark U.S. Large Cap ETF
-0.54%
-$32,426.08 
SCHA Schwab U.S. Small-Cap ETF
-0.51%
-$2,008.83 
AMZN Amazon.com Inc
-0.48%
-$16,600.5 
RDVY First Trust Rising Dividend Achievers ETF
-0.47%
-$1,628.3 
USA Liberty All Star Equity Fund
-0.43%
-$312.5 
TPR Tapestry Inc.
-0.43%
-$2,998.94 
PEP PepsiCo, Inc.
-0.42%
-$970.9 
CWB SPDR Bloomberg Convertible Securities ETF
-0.39%
-$1,335.1 
IWR iShares Russell Mid-Cap ETF
-0.36%
-$859.6 
HD The Home Depot, Inc.
-0.27%
-$978.06 
JEPI JPMorgan Equity Premium Income Fund
-0.24%
-$11,933.6 
MCD McDonald's Corporation
-0.08%
-$322.69 Events
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Dividends
Dividend Analysis
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| Trades 412 | Longs Won 301/412 73% | Profit Factor 22.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $240,009.58 |
| Average Win $108,191.87 | Best Trade (Jul 16) $2.48M | Sharpe Ratio -14.18 |
| Average Loss -$13,103.13 | Worst Trade (Dec 30) -$308,340.4 | Z-Score 11.95 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 5d | Expectancy $75,512.88 |
| 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 | 13,333 | 12,000 | 10,667 | 9,333 | 8,000 | 6,667 | 5,333 | 4,000 | 2,667 | 1,333 |
Hover over the desired column for a detailed explanation.
Returns
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