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:
36.66%
Gain -1.16%
Monthly
1.46%
Yearly
19.04%
Drawdown
18.48%
$182.28M
Equity
Holdings
$182.28M
Investment
$148.33M
$35.71M
Profit -$1.49M
Realized
$1.76M
Unrealized
$33.95M
Dividends
$6.67M
Goals
Avg. 68.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.16%
Profit
-$1.49M
Win %
77%
This Week
Compared To Last Week
Gain
-1.9%
Profit
-$3.52M
Win %
77%
This Month
Compared to last month
Gain
-0.1%
Profit
-$185,863.17
Win %
77%
This Year
Compared to last year
Gain
1.83%
Profit
$3.28M
Win %
77%
PM Philip Morris International Inc.
+2.37%
+$10,169.52 
PEP PepsiCo, Inc.
+2.18%
+$4,510.8 
KO The Coca-Cola Company
+1.81%
+$7,444.86 
JPM JPMorgan Chase & Co.
+1.81%
+$26,683.72 
FCNCA First Citizens BancShares, Inc.
+1.78%
+$3,734.01 
DUK Duke Energy Corporation
+1.72%
+$15,664.05 
SO The Southern Company
+1.7%
+$6,440.24 
MO Altria Group, Inc.
+1.43%
+$5,433.25 
PGR Progressive Corporation
+1.42%
+$2,872.8 
D Dominion Energy, Inc.
+1.35%
+$6,188 
WFC Wells Fargo & Company
+1.3%
+$5,335.2 
TFC Truist Financial Corporation
+1.22%
+$3,933 
JNJ Johnson & Johnson
+1.22%
+$22,142.94 
HD The Home Depot, Inc.
+1.19%
+$3,796.95 
LOW Lowe's Companies Inc.
+1.13%
+$7,932.06 
COST Costco Wholesale Corporation
+1.12%
+$4,920.41 
PG Procter & Gamble Co
+1.07%
+$3,695.2 
LHX L3Harris Technologies, Inc.
+1.02%
+$4,655 
CL Colgate-Palmolive Company
+1%
+$5,652.68 
XOM Exxon Mobil Corporation
+0.98%
+$4,064.38 
TPR Tapestry Inc.
+0.86%
+$5,006.3 
AAPL Apple Inc.
+0.82%
+$51,453.72 
BAC Bank of America Corporation
+0.82%
+$1,528.72 
LLY Eli Lilly and Company
+0.78%
+$3,476.34 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$7,300.94 
V Visa Inc. Class A
+0.68%
+$3,096.9 
PFE Pfizer Inc.
+0.48%
+$2,298.24 
WMT Walmart Inc.
+0.45%
+$3,135.48 
MCD McDonald's Corporation
+0.42%
+$1,438.08 
ABBV AbbVie Inc.
+0.41%
+$1,757.42 
WRB W.R. Berkley Corporation
+0.39%
+$916.11 
IRM Iron Mountain Inc.
+0.39%
+$1,584 
APD Air Products and Chemicals, Inc.
+0.33%
+$1,979.98 
VTV Vanguard Value ETF
+0.29%
+$887.9 
CAT Caterpillar Inc.
+0.24%
+$1,055.99 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.08%
+$1,773.87 
CG The Carlyle Group Inc.
+0.08%
+$180 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.08%
+$217.86 
GQI Natixis Gateway Quality Income ETF
+0.07%
+$4,894.52 
JEPI JPMorgan Equity Premium Income Fund
+0.04%
+$2,999.57 
NVDA NVIDIA Corporation
+0.04%
+$2,054 
VNLA Janus Henderson Short Duration Income ETF
+0.03%
+$3,419.58 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$1,849.02 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$142.61 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CEPT Cantor Equity Partners
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
-29.77%
-$139,920.25 
NBIS Nebius Group N.V.
-9.25%
-$19,162 
CRWD CrowdStrike Holdings, Inc.
-7.86%
-$33,579.1 
QBTS D-Wave Quantum Inc.
-6.75%
-$7,525.5 
PLTR Palantir Technologies Inc.
-6.62%
-$323,434.4 
HACK Amplify Cybersecurity ETF
-5.13%
-$30,723 
DRAM Roundhill Memory ETF
-3.99%
-$9,259 
MU Micron Technology, Inc.
-3.89%
-$32,638.72 
AMD Advanced Micro Devices, Inc.
-3.76%
-$22,217.98 
ARKK ARK Innovation ETF Fund
-3.47%
-$30,526.47 
AMAT Applied Materials, Inc.
-3.01%
-$25,860.02 
ORC Orchid Island Capital Inc.
-2.9%
-$2,250.15 
AVGO Broadcom Inc.
-2.86%
-$18,834.01 
TMQ Trilogy Metals Inc.
-2.65%
-$1,170 
QTUM Defiance Quantum ETF
-2.49%
-$20,651.47 
RYT Invesco S&P 500 Equal Weight ETF
-2.44%
-$30,607.5 
META Meta Platforms Inc Class A
-2.43%
-$18,805.47 
MSFT Microsoft Corp.
-2.13%
-$80,097.5 
ALAI Alger AI Enablers & Adopters ETF
-2.11%
-$7,054.7 
XLK State Street Technology Select Sector SPDR ETF
-2.11%
-$41,823.18 
IWP iShares Russell Mid-Cap Growth ETF
-2.1%
-$4,046 
IYW iShares U.S. Technology ETF
-2.06%
-$4,663.75 
FTEC Fidelity MSCI Information Technology Index ETF
-2.03%
-$17,820 
SHOP Shopify Inc.
-2.02%
-$22,466.22 
VRT Vertiv Holdings Co
-1.96%
-$7,157 
MTUM iShares MSCI USA Momentum Factor ETF
-1.91%
-$25,918.88 
SMH VanEck Semiconductor ETF
-1.8%
-$83,313.48 
JSMD Janus Small-Mid Cap Growth Alpha Fund
-1.79%
-$105,409.6 
CNEQ Alger Concentrated Equity ETF
-1.74%
-$12,858.14 
GOOGL Alphabet Inc
-1.63%
-$5,225.6 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$93,524.16 
CSCO Cisco Systems, Inc.
-1.57%
-$14,132.37 
CWB SPDR Bloomberg Convertible Securities ETF
-1.5%
-$4,788.79 
DE Deere & Company
-1.49%
-$5,863.62 
GOOG Alphabet Inc
-1.44%
-$33,834.97 
IWF iShares Russell 1000 Growth ETF
-1.38%
-$5,027.4 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.33%
-$144,942.04 
ARKB Ark 21Shares Bitcoin ETF
-1.3%
-$4,239.41 
VUG Vanguard Growth ETF
-1.29%
-$17,930.12 
IBM International Business Machines Corporation
-1.28%
-$3,142.49 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.25%
-$208,794.6 
UBER Uber Technologies, Inc.
-1.17%
-$3,156.49 
SCHA Schwab U.S. Small-Cap ETF
-0.98%
-$3,432.32 
AMZN Amazon.com Inc
-0.84%
-$27,681.12 
USA Liberty All Star Equity Fund
-0.84%
-$750 
ESE Esco Technologies Inc.
-0.81%
-$1,400.8 
SCHM Schwab U.S. Mid-Cap ETF
-0.81%
-$1,597.4 
IWR iShares Russell Mid-Cap ETF
-0.75%
-$1,762.18 
XLG Invesco S&P 500 Top 50 ETF
-0.71%
-$3,753.75 
SPY SPDR S&P 500 ETF Trust
-0.6%
-$8,624.96 
VOO Vanguard S&P 500 ETF
-0.6%
-$3,472.82 
IVV iShares Core S&P 500 ETF
-0.59%
-$5,886.12 
QUAL iShares MSCI USA Quality Factor ETF
-0.5%
-$46,824.08 
VOLT Tema Electrification Fund
-0.49%
-$1,198.5 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.44%
-$963.81 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.39%
-$3,442.68 
USMV iShares MSCI USA Min Vol Factor ETF
-0.34%
-$3,456.25 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.28%
-$33,731.78 
PHO Invesco Water Resources ETF
-0.2%
-$658 
GLDM SPDR Gold MiniShares Trust
-0.18%
-$3,276.45 
RDVY First Trust Rising Dividend Achievers ETF
-0.12%
-$418.5 
PTRB PGIM Total Return Bond ETF
-0.09%
-$212.91 
AOS A. O. Smith Corporation
-0.05%
-$120 
OAKM Oakmark U.S. Large Cap ETF
-0.05%
-$3,350.13 
COR Cencora, Inc.
-0.03%
-$540 
SBUX Starbucks Corporation
-0.01%
-$27.46 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 483 | Longs Won 353/483 73% | Profit Factor 14.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $252,034.7 |
| Average Win $108,057.53 | Best Trade (Oct 15) $2.99M | Sharpe Ratio -13.72 |
| Average Loss -$19,805.75 | Worst Trade (Dec 30) -$308,340.4 | Z-Score 11.52 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1d | Expectancy $73,932.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,174 | 8,257 | 7,339 | 6,422 | 5,505 | 4,587 | 3,670 | 2,752 | 1,835 | 917 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,246 | $4.38M | $6.29M | - | $1.91M | 43.52% | +0.825% |
| ABBV AbbVie Inc. | 1,515 | $318,670.29 | $431,108.4 | - | $112,438.11 | 35.28% | +0.409% |
| ALAI Alger AI Enablers & Adopters ETF | 7,505 | $342,528 | $327,218 | - | -$15,310 | -4.47% | -2.11% |
| AMAT Applied Materials, Inc. | 2,000 | $290,240 | $834,160 | - | $543,920 | 187.4% | -3.007% |
| AMD Advanced Micro Devices, Inc. | 1,050 | $224,331.52 | $568,123.5 | - | $343,791.98 | 153.25% | -3.764% |
| AMZN Amazon.com Inc | 12,875 | $2.71M | $3.25M | - | $538,222.22 | 19.83% | -0.844% |
| AOS A. O. Smith Corporation | 4,000 | $261,440 | $237,760 | - | -$23,680 | -9.06% | -0.05% |
| APD Air Products and Chemicals, Inc. | 2,000 | $580,080 | $595,180 | - | $15,100 | 2.6% | +0.334% |
| ARKB Ark 21Shares Bitcoin ETF | 11,942 | $232,391 | $321,418.93 | - | $89,027.93 | 38.31% | -1.302% |
| ARKK ARK Innovation ETF Fund | 10,261 | $584,238.6 | $848,738.61 | - | $264,500.01 | 45.27% | -3.472% |
| AVGO Broadcom Inc. | 1,915 | $322,942.68 | $640,557.92 | - | $317,615.24 | 98.35% | -2.856% |
| BAC Bank of America Corporation | 3,597 | $170,438.99 | $187,493.62 | - | $17,054.63 | 10.01% | +0.822% |
| BRK-B Berkshire Hathaway Inc. | 2,003 | $932,726.79 | $1.06M | - | $127,511.18 | 13.67% | +0.693% |
| BTC Grayscale Bitcoin Mini Trust ETF | 12,720 | $330,084 | $330,084 | - | - | - | -29.77% |
| CAT Caterpillar Inc. | 600 | $232,926 | $442,440 | - | $209,514 | 89.95% | +0.239% |
| 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 | $221,040 | - | -$59,610 | -21.24% | +0.081% |
| CL Colgate-Palmolive Company | 6,111 | $568,407.89 | $571,959.04 | - | $3,551.15 | 0.62% | +0.998% |
| CNEQ Alger Concentrated Equity ETF | 18,771 | $712,922.58 | $727,282.39 | - | $14,359.81 | 2.01% | -1.737% |
| COR Cencora, Inc. | 6,000 | $1.67M | $2.05M | - | $379,380 | 22.74% | -0.026% |
No 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 Wesley Reed?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Nasdaq Equity Premium Income ETF - $1.85M, Janus Henderson Short Duration Income ETF - $764,739.55, Natixis Gateway Quality Income ETF - $698,768.38, JPMorgan Equity Premium Income Fund - $607,025.81, and iShares MSCI USA Quality Factor ETF - $485,834.49. 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 - $51,427. 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 $6.67M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $1.69M, Janus Henderson Short Duration Income ETF - $764,739.55, Natixis Gateway Quality Income ETF - $721,327.94, JPMorgan Equity Premium Income Fund - $608,238.82, and Janus Henderson AAA CLO ETF - $443,146.37. 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.
2026 © Marketlog. All Rights Reserved.
