Camaron Barta Portfolio
Invests via BXM Wealth LLC | Managed by Adam Barringer, Camaron Barta
Invests via BXM Wealth LLC
Managed by Adam Barringer, Camaron Barta
Automatically Tracked
Investor and operator focused on early-stage fintech and consumer startups, with experience across product, growth and capital formation. Camaron Barta has served in founding and operating roles, advising seed-stage teams on go-to-market, unit economics and fundraising; known for hands-on operational support and board-level guidance. Active angel investor and advisor, leverages networks to source deal flow and help scale revenue-driven models.
Investor and operator focused on early-stage fintech and consumer startups, with experience across product, growth and capital formation. Camaron Barta has served in founding and operating roles, advising seed-stage teams on go-to-market, unit economics and fundraising; known for hands-on operational support and board-level guidance. Active angel investor and advisor, leverages networks to source deal flow and help scale revenue-driven models.
Investment Philosophy & Strategy
Investor and operator focused on early-stage fintech and consumer startups, with experience across product, growth and capital formation. Camaron Barta has served in founding and operating roles, advising seed-stage teams on go-to-market, unit economics and fundraising; known for hands-on operational support and board-level guidance. Active angel investor and advisor, leverages networks to source deal flow and help scale revenue-driven models.
Investor and operator focused on early-stage fintech and consumer startups, with experience across product, growth and capital formation. Camaron Barta has served in founding and operating roles, advising seed-stage teams on go-to-market, unit economics and fundraising; known for hands-on operational support and board-level guidance. Active angel investor and advisor, leverages networks to source deal flow and help scale revenue-driven models.
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:
20.73%
Gain -0.25%
Monthly
0.88%
Yearly
11.09%
Drawdown
22.57%
$183.96M
Equity
Holdings
$183.96M
Investment
$163.42M
$2.24M
Profit -$627,448.37
Realized
-$18.3M
Unrealized
$20.55M
Dividends
$4.87M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.25%
Profit
-$627,448.37
Win %
68%
This Week
Compared To Last Week
Gain
-2%
Profit
-$3.76M
Win %
68%
This Month
Compared to last month
Gain
0.1%
Profit
$185,292.83
Win %
68%
This Year
Compared to last year
Gain
0.86%
Profit
$1.56M
Win %
62%
ORBS Eightco Holdings Inc.
+3.17%
+$312.25 
BTI British American Tobacco p.l.c. ADR
+2.81%
+$7,864.75 
RTX RTX Corporation
+2.71%
+$32,478.42 
LMT Lockheed Martin Corporation
+2.6%
+$10,242.53 
PM Philip Morris International Inc.
+2.33%
+$12,041.44 
BHP BHP Group Ltd.
+2.25%
+$6,574.12 
JPM JPMorgan Chase & Co.
+2.25%
+$57,748.86 
KMI Kinder Morgan, Inc.
+2.03%
+$12,453.45 
ENPH Enphase Energy, Inc.
+2%
+$4,775.48 
FITB Fifth Third Bancorp
+1.96%
+$5,786.87 
WFC Wells Fargo & Company
+1.87%
+$6,350.35 
BAC Bank of America Corporation
+1.75%
+$4,606.45 
RF Regions Financial Corporation
+1.7%
+$6,823.87 
PG Procter & Gamble Co
+1.63%
+$14,170.03 
AXP American Express Company
+1.5%
+$8,566.8 
COP ConocoPhillips
+1.49%
+$9,963.42 
JNJ Johnson & Johnson
+1.43%
+$19,629.45 
NRG NRG Energy, Inc.
+1.42%
+$2,426.52 
KO The Coca-Cola Company
+1.4%
+$4,660.69 
LOW Lowe's Companies Inc.
+1.36%
+$8,477.36 
SO The Southern Company
+1.36%
+$2,733.75 
MO Altria Group, Inc.
+1.35%
+$4,196.91 
DUK Duke Energy Corporation
+1.35%
+$6,504 
DOV Dover Corporation
+1.34%
+$2,405 
ITW Illinois Tool Works Inc.
+1.32%
+$10,683.84 
TXN Texas Instruments Inc
+1.21%
+$15,754.75 
HD The Home Depot, Inc.
+1.2%
+$4,671.54 
GS The Goldman Sachs Group, Inc.
+1.19%
+$3,422.18 
BRK-B Berkshire Hathaway Inc.
+1.15%
+$3,984.19 
MRK Merck & Co., Inc.
+1.09%
+$4,855.34 
CFG Citizens Financial Group, Inc.
+1.06%
+$3,945.37 
FNDF Schwab Fundamental International Large Company Index ETF
+1.06%
+$4,013.37 
GEV GE Vernova Inc.
+1.06%
+$3,745.74 
GCOW Pacer Global Cash Cows Dividend ETF
+1.04%
+$8,106.77 
SDY SPDR S&P Dividend ETF
+1.03%
+$4,086.27 
SPLV Invesco S&P 500 Low Volatility ETF
+1.03%
+$4,347.96 
OWL Blue Owl Capital Inc.
+1%
+$1,333.35 
MMM 3M Company
+0.99%
+$4,172.16 
COST Costco Wholesale Corporation
+0.97%
+$14,130.61 
PH Parker-Hannifin Corporation
+0.96%
+$5,862.21 
SNA Snap-on Inc.
+0.96%
+$2,032.9 
WMT Walmart Inc.
+0.94%
+$11,373.06 
SCHY Schwab International Dividend Equity ETF
+0.94%
+$3,547.15 
SYK Stryker Corporation
+0.93%
+$3,830.18 
CVX Chevron Corporation
+0.93%
+$23,442.44 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.88%
+$15,879 
SCHD Schwab U.S. Dividend Equity ETF
+0.86%
+$38,276.84 
WMB The Williams Companies, Inc.
+0.82%
+$3,664.53 
DIS The Walt Disney Company
+0.82%
+$2,799.16 
BKGI BNY Mellon Global Infrastructure Income Fund
+0.82%
+$7,692.5 
MS Morgan Stanley
+0.8%
+$3,660.22 
AAPL Apple Inc.
+0.79%
+$66,833.3 
ADI Analog Devices, Inc.
+0.77%
+$2,651.99 
GWW W.W. Grainger, Inc.
+0.75%
+$2,148.92 
AFL Aflac Inc.
+0.74%
+$3,388 
SCHF Schwab International Equity ETF
+0.74%
+$2,508.2 
NVS Novartis AG Sponsored ADR
+0.72%
+$5,275.6 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.72%
+$1,757.96 
VYM Vanguard High Dividend Yield ETF
+0.71%
+$1,708.86 
CAT Caterpillar Inc.
+0.7%
+$4,765.02 
PSX Phillips 66
+0.7%
+$2,619.49 
ABBV AbbVie Inc.
+0.68%
+$10,017.5 
CMI Cummins Inc.
+0.68%
+$2,377.3 
AMGN Amgen Inc.
+0.64%
+$4,431.32 
V Visa Inc. Class A
+0.63%
+$5,239.85 
EMR Emerson Electric Co.
+0.58%
+$3,756.28 
FDVV Fidelity High Dividend ETF
+0.56%
+$5,520 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.52%
+$6,305 
IAU iShares Gold Trust
+0.51%
+$4,120 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
+0.5%
+$2,625.6 
XOM Exxon Mobil Corporation
+0.4%
+$3,565.23 
ELFY ALPS Electrification Infrastructure ETF
+0.39%
+$3,669.7 
ABT Abbott Laboratories
+0.37%
+$1,106.43 
PFFR InfraCap REIT Preferred ETF
+0.35%
+$644.64 
TSLA Tesla, Inc.
+0.34%
+$2,172.18 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.34%
+$1,781.12 
BKDV BNY Mellon Dynamic Value ETF
+0.33%
+$2,343.7 
BMY Bristol-Myers Squibb Company
+0.33%
+$1,070 
FDRR Fidelity Dividend ETF for Rising Rates
+0.32%
+$704 
IJR iShares Core S&P Small-Cap ETF
+0.31%
+$8,267.7 
RSP Invesco S&P 500 Equal Weight ETF
+0.3%
+$719.55 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.3%
+$1,375 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.3%
+$600.46 
MA Mastercard Incorporated
+0.27%
+$2,590.5 
MCD McDonald's Corporation
+0.24%
+$625.24 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.23%
+$680.4 
MOTG VanEck Morningstar Global Wide Moat Fund
+0.23%
+$472.5 
MOAT VanEck Morningstar Wide Moat Fund
+0.17%
+$6,280.45 
NVDA NVIDIA Corporation
+0.15%
+$6,141.86 
JPIE JPMorgan Income ETF
+0.11%
+$646.25 
UJAN Innovator U.S. Equity Ultra Fund
+0.06%
+$819.75 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.05%
+$1,265.4 
UJUN Innovator U.S. Equity Ultra Fund
+0.05%
+$582.8 
CLOI VanEck CLO ETF
+0.04%
+$118.3 
USMV iShares MSCI USA Min Vol Factor ETF
+0.01%
+$151.24 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IVES Amplify Bloomberg AI Value Chain ETF
0%
$0 
TDI Touchstone Dynamic International ETF
0%
$0 
MDB MongoDB Inc.
-6.73%
-$17,882.12 
DDOG Datadog, Inc. Class A Common Stock
-6.29%
-$40,778.64 
PANW Palo Alto Networks, Inc.
-5.1%
-$37,136.16 
CRWD CrowdStrike Holdings, Inc.
-4.95%
-$20,683.9 
FTNT Fortinet Inc.
-4.33%
-$43,340 
MU Micron Technology, Inc.
-3.59%
-$15,359.41 
TQQQ ProShares UltraPro QQQ
-3.29%
-$89,979.62 
AMD Advanced Micro Devices, Inc.
-3.22%
-$28,919.52 
PLTR Palantir Technologies Inc.
-3.14%
-$41,513.06 
FDTX Fidelity Disruptive Technology ETF
-2.74%
-$39,535.2 
DELL Dell Technologies Inc.
-2.58%
-$22,725.71 
ORCL Oracle Corporation
-2.42%
-$27,318.8 
KLAC KLA Corporation
-2.34%
-$19,304.85 
META Meta Platforms Inc Class A
-2.1%
-$31,852.73 
AMAT Applied Materials, Inc.
-2.09%
-$7,077.33 
AVGO Broadcom Inc.
-2.03%
-$130,488.3 
ANET Arista Networks, Inc.
-1.9%
-$8,029.97 
SMHX VanEck Vectors Semiconductor ETF
-1.76%
-$18,206.1 
IGM iShares Expanded Tech Sector ETF
-1.74%
-$50,431.64 
RYT Invesco S&P 500 Equal Weight ETF
-1.72%
-$16,240 
VRT Vertiv Holdings Co
-1.52%
-$5,045.61 
NODE VanEck Onchain Economy ETF
-1.52%
-$20,865.77 
UFOX Defiance Connective Technologies ETF
-1.52%
-$3,357.9 
OPEN Opendoor Technologies Inc.
-1.51%
-$350 
SMH VanEck Semiconductor ETF
-1.46%
-$7,269.05 
XLK State Street Technology Select Sector SPDR ETF
-1.39%
-$5,172.51 
CION Cion Investment Corporation
-1.39%
-$968.05 
QCOM QUALCOMM Incorporated
-1.36%
-$9,339.72 
VGT Vanguard Information Technology ETF
-1.35%
-$3,590.4 
CSCO Cisco Systems, Inc.
-1.31%
-$21,127.68 
GOOGL Alphabet Inc
-1.14%
-$50,975.4 
QQQM Invesco NASDAQ 100 ETF
-1.1%
-$21,677.77 
QQQ Invesco QQQ Trust, Series 1
-1.03%
-$252,412.5 
PWR Quanta Services Inc.
-0.95%
-$3,337.93 
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF
-0.94%
-$22,120.8 
FDCF Fidelity Disruptive Communications ETF
-0.92%
-$2,554.87 
MPWR Monolithic Power Systems, Inc.
-0.92%
-$5,184 
MSFT Microsoft Corp.
-0.87%
-$30,879.93 
IBM International Business Machines Corporation
-0.86%
-$9,671.76 
IWF iShares Russell 1000 Growth ETF
-0.8%
-$4,617.36 
SHOP Shopify Inc.
-0.73%
-$4,231.5 
VUG Vanguard Growth ETF
-0.71%
-$19,952.64 
MTB M&T Bank Corporation
-0.71%
-$2,479.98 
SCHE Schwab Emerging Markets Equity ETF
-0.59%
-$1,258.18 
AMZN Amazon.com Inc
-0.55%
-$9,105.6 
JQUA JPMorgan U.S. Quality Factor ETF
-0.54%
-$4,553.05 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-0.45%
-$2,838.77 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.34%
-$27,469.15 
UPRO ProShares UltraPro S&P500
-0.32%
-$1,134.74 
BMNR Bitmine Immersion Technologies, Inc.
-0.3%
-$946.4 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.22%
-$843.7 
BKLC BNY Mellon US Large Cap Core Equity ETF
-0.17%
-$358.27 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.17%
-$1,728.67 
IWM iShares Russell 2000 ETF
-0.16%
-$471.24 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.14%
-$454.11 
VONE Vanguard Russell 1000 ETF
-0.14%
-$1,299.36 
SCHX Schwab U.S. Large-Cap ETF
-0.13%
-$599 
VB Vanguard Small-Cap ETF
-0.13%
-$1,298.08 
SCHA Schwab U.S. Small-Cap ETF
-0.12%
-$247.32 
VOO Vanguard S&P 500 ETF
-0.1%
-$7,699.13 
IVV iShares Core S&P 500 ETF
-0.1%
-$917.03 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.06%
-$348.11 
FCRS FutureCrest Acquisition Corp.
-0.05%
-$123.94 
HYD VanEck High Yield Muni ETF
-0.03%
-$129.04 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.02%
-$149.54 Events
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Dividends
Dividend Analysis
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| Trades 717 | Longs Won 447/717 62% | Profit Factor 1.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $751,004.17 |
| Average Win $152,349.52 | Best Trade (Mar 31) $5.31M | Sharpe Ratio -0.87 |
| Average Loss -$243,910.34 | Worst Trade (Mar 31) -$12.14M | Z-Score 3.65 (99.97%) |
| Commissions $0 | Avg. Trade Length 8m 1w 1d | Expectancy $3,130.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 0.92% | 3.77% | 8.61% | 15.48% | 24.38% | 35.34% | 48.37% | 63.48% | 80.69% |
| Consecutive Losing Trades | 754 | 679 | 603 | 528 | 452 | 377 | 302 | 226 | 151 | 75 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,799 | $6.76M | $8.55M | - | $1.78M | 26.38% | +0.788% |
| ABBV AbbVie Inc. | 5,177 | $1.22M | $1.48M | - | $258,162.64 | 21.18% | +0.683% |
| ABT Abbott Laboratories | 2,837 | $355,447.73 | $298,083.59 | - | -$57,364.14 | -16.14% | +0.373% |
| ADI Analog Devices, Inc. | 850 | $202,317 | $346,009.5 | - | $143,692.5 | 71.02% | +0.772% |
| AFL Aflac Inc. | 3,872 | $403,251.95 | $460,477.6 | - | $57,225.65 | 14.19% | +0.741% |
| AMAT Applied Materials, Inc. | 789 | $570,224 | $332,200.56 | - | -$238,023.44 | -41.74% | -2.086% |
| AMD Advanced Micro Devices, Inc. | 1,596 | $927,132 | $868,399.56 | - | -$58,732.44 | -6.33% | -3.223% |
| AMGN Amgen Inc. | 1,594 | $538,266.81 | $696,275.14 | - | $158,008.33 | 29.36% | +0.641% |
| AMZN Amazon.com Inc | 6,504 | $1.5M | $1.65M | - | $143,516.98 | 9.54% | -0.55% |
| ANET Arista Networks, Inc. | 2,278 | $309,776.25 | $414,721.27 | - | $104,945.02 | 33.88% | -1.899% |
| AVGO Broadcom Inc. | 18,708 | $6.6M | $6.31M | - | -$284,822.92 | -4.32% | -2.026% |
| AXP American Express Company | 1,815 | $640,234.89 | $578,240.85 | - | -$61,994.04 | -9.68% | +1.504% |
| BAC Bank of America Corporation | 5,090 | $290,040 | $267,759.45 | - | -$22,280.55 | -7.68% | +1.75% |
| BHP BHP Group Ltd. | 3,525 | $216,245.51 | $298,796.62 | - | $82,551.11 | 38.17% | +2.25% |
| BKDV BNY Mellon Dynamic Value ETF | 20,380 | $616,166.56 | $705,046.1 | - | $88,879.54 | 14.42% | +0.334% |
| BKGI BNY Mellon Global Infrastructure Income Fund | 22,625 | $971,583.04 | $944,820 | - | -$26,763.04 | -2.75% | +0.821% |
| BKLC BNY Mellon US Large Cap Core Equity ETF | 4,215 | $201,464.35 | $207,567.67 | - | $6,103.32 | 3.03% | -0.172% |
| BMNR Bitmine Immersion Technologies, Inc. | 13,520 | $329,284.76 | $314,880.8 | - | -$14,403.96 | -4.37% | -0.3% |
| BMY Bristol-Myers Squibb Company | 5,350 | $308,267 | $325,119.5 | - | $16,852.5 | 5.47% | +0.33% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 21,090 | $2.43M | $2.5M | - | $74,658.6 | 3.08% | +0.051% |
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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 Camaron Barta?
The largest contributions to the portfolio's profits come from the following stocks: Chevron Corporation - $6.13M, Caterpillar Inc - $5.7M, Lockheed Martin Corporation - $5.14M, Johnson & Johnson - $2.96M, and Dell Technologies Inc - $1.8M. 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: Microsoft Corp - $12.25M, Invesco QQQ Trust, Series 1 - $5.73M, Oracle Corporation - $3.48M, ProShares UltraPro S&P500 - $3.07M, and Broadcom Inc - $2.8M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Camaron Barta's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.87M earned over time. The largest contributors to dividend income include Chevron Corporation - $305,267.39, Invesco QQQ Trust, Series 1 - $234,948.94, Vanguard S&P 500 ETF - $174,824.92, JPMorgan Chase & Co - $154,595.25, and Schwab U.S. Dividend Equity ETF - $154,228.88. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Camaron Barta's monthly returns?
Camaron Barta's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Camaron Barta's strategy be considered aggressive or moderate?
Camaron Barta's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Camaron Barta's strategy?
Camaron Barta's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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