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:
20.66%
Gain +0.12%
Monthly
0.94%
Yearly
11.94%
Drawdown
22.57%
$184.07M
Equity
Holdings
$184.07M
Investment
$164.14M
$192,702.27
Profit +$245,368.51
Realized
-$19.74M
Unrealized
$19.94M
Dividends
$4.5M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.12%
Profit
$245,368.51
Win %
72%
This Week
Compared To Last Week
Gain
0.13%
Profit
$245,368.51
Win %
72%
This Month
Compared to last month
Gain
2.54%
Profit
$4.55M
Win %
72%
This Year
Compared to last year
Gain
0.85%
Profit
$1.54M
Win %
64%
AMZN Amazon.com Inc
+15.32%
+$234,664.25 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$49,432.49 
GOOGL Alphabet Inc
+6.73%
+$288,155.28 
VRT Vertiv Holdings Co
+6.18%
+$21,710.03 
ANET Arista Networks, Inc.
+5.46%
+$21,253.75 
FTNT Fortinet Inc.
+4.99%
+$42,350 
MDB MongoDB Inc.
+3.56%
+$8,410.01 
META Meta Platforms Inc Class A
+3.28%
+$36,403.1 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$9,633.12 
MSFT Microsoft Corp.
+3.02%
+$89,728.49 
NVDA NVIDIA Corporation
+2.93%
+$107,742.12 
CVX Chevron Corporation
+2.35%
+$52,196.96 
CSCO Cisco Systems, Inc.
+2.14%
+$35,652.96 
TQQQ ProShares UltraPro QQQ
+2.08%
+$48,978.6 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+2.01%
+$11,463.45 
GWW W.W. Grainger, Inc.
+1.97%
+$5,746.95 
UPRO ProShares UltraPro S&P500
+1.97%
+$6,406.42 
PANW Palo Alto Networks, Inc.
+1.89%
+$12,103.2 
ORCL Oracle Corporation
+1.81%
+$19,357.8 
SMHX VanEck Vectors Semiconductor ETF
+1.69%
+$16,734.9 
FDTX Fidelity Disruptive Technology ETF
+1.64%
+$21,188.8 
KMI Kinder Morgan, Inc.
+1.64%
+$9,738.04 
LMT Lockheed Martin Corporation
+1.5%
+$6,377.57 
PH Parker-Hannifin Corporation
+1.43%
+$8,697.45 
PWR Quanta Services Inc.
+1.43%
+$5,149.63 
KLAC KLA Corporation
+1.38%
+$11,752.85 
OWL Blue Owl Capital Inc.
+1.38%
+$2,074.1 
COP ConocoPhillips
+1.22%
+$6,846.9 
WFC Wells Fargo & Company
+1.19%
+$4,178.94 
AMAT Applied Materials, Inc.
+1.18%
+$4,655.12 
ITW Illinois Tool Works Inc.
+1.15%
+$9,672 
VUG Vanguard Growth ETF
+1.1%
+$28,993.68 
IVES Amplify Bloomberg AI Value Chain ETF
+0.98%
+$13,553.79 
BKDV BNY Mellon Dynamic Value ETF
+0.92%
+$6,317.77 
WMB The Williams Companies, Inc.
+0.89%
+$4,050.27 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$1,814.11 
IBM International Business Machines Corporation
+0.86%
+$9,144.98 
CION Cion Investment Corporation
+0.85%
+$509.5 
GEV GE Vernova Inc.
+0.85%
+$3,182.73 
MCD McDonald's Corporation
+0.82%
+$2,371.61 
EMR Emerson Electric Co.
+0.79%
+$4,715.32 
TSLA Tesla, Inc.
+0.76%
+$4,167.72 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$4,150.96 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.75%
+$57,829.8 
VOO Vanguard S&P 500 ETF
+0.71%
+$52,702.27 
CAT Caterpillar Inc.
+0.7%
+$5,210.72 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.7%
+$1,390.95 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,407.5 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$12,743.86 
IVV iShares Core S&P 500 ETF
+0.69%
+$6,097.92 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$2,397.89 
PLTR Palantir Technologies Inc.
+0.65%
+$5,282.39 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$149,428.2 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,845.25 
VONE Vanguard Russell 1000 ETF
+0.64%
+$5,765.91 
MO Altria Group, Inc.
+0.57%
+$1,645.02 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$4,929.97 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,239.94 
PSX Phillips 66
+0.51%
+$1,403.97 
PFFR InfraCap REIT Preferred ETF
+0.51%
+$1,014.3 
FDRR Fidelity Dividend ETF for Rising Rates
+0.5%
+$1,088 
ENPH Enphase Energy, Inc.
+0.43%
+$1,242.4 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$10,894.46 
RTX RTX Corporation
+0.39%
+$5,381.04 
AVGO Broadcom Inc.
+0.37%
+$26,939.52 
PG Procter & Gamble Co
+0.37%
+$2,939.38 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,223.88 
BAC Bank of America Corporation
+0.36%
+$1,119.8 
UJAN Innovator U.S. Equity Ultra Fund
+0.35%
+$4,372 
SNA Snap-on Inc.
+0.33%
+$788.81 
RF Regions Financial Corporation
+0.32%
+$1,467.5 
MRK Merck & Co., Inc.
+0.32%
+$1,259.96 
SMH VanEck Semiconductor ETF
+0.3%
+$1,455.6 
UFOX Defiance Connective Technologies ETF
+0.28%
+$616.98 
DOV Dover Corporation
+0.27%
+$518 
JPM JPMorgan Chase & Co.
+0.27%
+$7,199.46 
NRG NRG Energy, Inc.
+0.24%
+$531.82 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$7,933.27 
SO The Southern Company
+0.21%
+$450 
JNJ Johnson & Johnson
+0.21%
+$2,877.9 
ADI Analog Devices, Inc.
+0.2%
+$628.99 
CMI Cummins Inc.
+0.19%
+$797.9 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$7,785.12 
MS Morgan Stanley
+0.17%
+$902.53 
UJUN Innovator U.S. Equity Ultra Fund
+0.16%
+$1,748.4 
DELL Dell Technologies Inc.
+0.14%
+$1,042.72 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$647.68 
MOTG VanEck Morningstar Global Wide Moat Fund
+0.12%
+$262.5 
MMM 3M Company
+0.12%
+$534.22 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.12%
+$1,358 
FDCF Fidelity Disruptive Communications ETF
+0.11%
+$278.46 
TDI Touchstone Dynamic International ETF
+0.11%
+$314.4 
AFL Aflac Inc.
+0.09%
+$464.64 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.09%
+$302.74 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$1,361.16 
ELFY ALPS Electrification Infrastructure ETF
+0.09%
+$925.55 
WMT Walmart Inc.
+0.09%
+$1,024.62 
ABT Abbott Laboratories
+0.09%
+$255.33 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$666.3 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$1,476.3 
DIS The Walt Disney Company
+0.03%
+$92.28 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.02%
+$138.47 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
FCRS FutureCrest Acquisition Corp.
0%
$0 
AAPL Apple Inc.
-7.35%
-$608,071.48 
SYK Stryker Corporation
-6.42%
-$31,343.02 
MU Micron Technology, Inc.
-5.9%
-$23,749.77 
BMNR Bitmine Immersion Technologies, Inc.
-4.42%
-$10,816 
SHOP Shopify Inc.
-4.29%
-$17,088.75 
QCOM QUALCOMM Incorporated
-2.63%
-$15,361.54 
ABBV AbbVie Inc.
-2.51%
-$33,495.19 
NODE VanEck Onchain Economy ETF
-2.28%
-$34,408.42 
AMD Advanced Micro Devices, Inc.
-1.9%
-$14,747.07 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$5,018 
BHP BHP Group Ltd.
-1.64%
-$4,970.25 
IAU iShares Gold Trust
-1.46%
-$11,639 
NVS Novartis AG Sponsored ADR
-1.45%
-$11,083.65 
OPEN Opendoor Technologies Inc.
-1.31%
-$500 
TXN Texas Instruments Inc
-1.08%
-$14,118.59 
LOW Lowe's Companies Inc.
-1.08%
-$7,220.88 
KO The Coca-Cola Company
-1.02%
-$3,264.3 
ORBS Eightco Holdings Inc.
-0.98%
-$77.1 
XOM Exxon Mobil Corporation
-0.97%
-$7,905.51 
MA Mastercard Incorporated
-0.74%
-$6,672.51 
GCOW Pacer Global Cash Cows Dividend ETF
-0.73%
-$5,683.1 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$13,266 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$1,782.72 
DUK Duke Energy Corporation
-0.67%
-$3,414.6 
AMGN Amgen Inc.
-0.64%
-$3,953.14 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,093.04 
PM Philip Morris International Inc.
-0.61%
-$3,049.09 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$2,253.13 
SCHF Schwab International Equity ETF
-0.58%
-$2,006.56 
SCHY Schwab International Dividend Equity ETF
-0.48%
-$1,860.8 
IWM iShares Russell 2000 ETF
-0.47%
-$1,472 
HD The Home Depot, Inc.
-0.42%
-$1,759.77 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$803.79 
VGT Vanguard Information Technology ETF
-0.38%
-$935.68 
AXP American Express Company
-0.38%
-$2,305.03 
FDVV Fidelity High Dividend ETF
-0.35%
-$3,520 
MTB M&T Bank Corporation
-0.29%
-$1,136.02 
BKGI BNY Mellon Global Infrastructure Income Fund
-0.29%
-$2,941.25 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,130.8 
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF
-0.25%
-$5,955.6 
COST Costco Wholesale Corporation
-0.24%
-$3,394.88 
VB Vanguard Small-Cap ETF
-0.22%
-$2,254.49 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$1,437.24 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$745.92 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$858.15 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$409.6 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$343.12 
FITB Fifth Third Bancorp
-0.16%
-$528.75 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
-0.14%
-$765.8 
CFG Citizens Financial Group, Inc.
-0.11%
-$467.6 
HYD VanEck High Yield Muni ETF
-0.1%
-$430.15 
JPIE JPMorgan Income ETF
-0.09%
-$517 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$255.15 
CLOI VanEck CLO ETF
-0.06%
-$177.45 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.04%
-$269.85 
V Visa Inc. Class A
-0.04%
-$289.36 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$787.2 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 717 | Longs Won 459/717 64% | Profit Factor 1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $746,294.48 |
| Average Win $143,039.77 | Best Trade (Mar 31) $5.31M | Sharpe Ratio -5.26 |
| Average Loss -$253,236.93 | Worst Trade (Mar 31) -$12.14M | Z-Score 5.61 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2w 5d | Expectancy $268.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 75.61% | 82.25% | 86.4% | 89.47% | 91.93% | 93.98% | 95.76% | 97.33% | 98.73% |
| Consecutive Losing Trades | 727 | 654 | 581 | 509 | 436 | 363 | 291 | 218 | 145 | 73 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,799 | $6.76M | $7.66M | - | $896,730.04 | 13.26% | -7.354% |
| ABBV AbbVie Inc. | 5,177 | $1.22M | $1.3M | - | $80,099.73 | 6.57% | -2.513% |
| ABT Abbott Laboratories | 2,837 | $355,447.73 | $299,870.9 | - | -$55,576.83 | -15.64% | +0.085% |
| ADI Analog Devices, Inc. | 850 | $202,317 | $312,298.5 | - | $109,981.5 | 54.36% | +0.202% |
| AFL Aflac Inc. | 3,872 | $403,251.95 | $493,602.56 | - | $90,350.61 | 22.41% | +0.094% |
| AMAT Applied Materials, Inc. | 789 | $570,224 | $400,551.64 | - | -$169,672.36 | -29.76% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,596 | $927,132 | $759,935.38 | - | -$167,196.62 | -18.03% | -1.904% |
| AMGN Amgen Inc. | 1,594 | $538,266.81 | $613,945.04 | - | $75,678.23 | 14.06% | -0.64% |
| AMZN Amazon.com Inc | 6,504 | $1.5M | $1.77M | - | $262,019.79 | 17.42% | +15.321% |
| ANET Arista Networks, Inc. | 2,278 | $309,776.25 | $410,837.32 | - | $101,061.07 | 32.62% | +5.456% |
| AVGO Broadcom Inc. | 18,708 | $6.6M | $7.28M | - | $686,589.98 | 10.41% | +0.371% |
| AXP American Express Company | 1,815 | $640,234.89 | $610,293.75 | - | -$29,941.14 | -4.68% | -0.376% |
| BAC Bank of America Corporation | 5,090 | $290,040 | $315,325.5 | - | $25,285.5 | 8.72% | +0.356% |
| BHP BHP Group Ltd. | 3,525 | $216,245.51 | $297,827.25 | - | $81,581.74 | 37.73% | -1.641% |
| BKDV BNY Mellon Dynamic Value ETF | 20,380 | $616,166.56 | $693,123.77 | - | $76,957.21 | 12.49% | +0.92% |
| BKGI BNY Mellon Global Infrastructure Income Fund | 22,625 | $971,583.04 | $1.02M | - | $52,876.96 | 5.44% | -0.286% |
| BKLC BNY Mellon US Large Cap Core Equity ETF | 4,215 | $201,464.35 | $200,760.45 | - | -$703.9 | -0.35% | +0.698% |
| BMNR Bitmine Immersion Technologies, Inc. | 13,520 | $329,284.76 | $233,625.6 | - | -$95,659.16 | -29.05% | -4.425% |
| BMY Bristol-Myers Squibb Company | 5,350 | $308,267 | $349,408.5 | - | $41,141.5 | 13.35% | +0.694% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 21,090 | $2.43M | $2.48M | - | $54,834 | 2.26% | +0.06% |
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 Camaron Barta?
The largest contributions to the portfolio's profits come from the following stocks: Chevron Corporation - $6.11M, Caterpillar Inc - $5.7M, Lockheed Martin Corporation - $5.13M, Johnson & Johnson - $2.95M, 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 - $12.26M, Invesco QQQ Trust, Series 1 - $5.75M, Oracle Corporation - $3.48M, ProShares UltraPro S&P500 - $3.07M, and Broadcom Inc - $2.81M. 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 $4.5M earned over time. The largest contributors to dividend income include Chevron Corporation - $284,711.95, Invesco QQQ Trust, Series 1 - $209,659.56, Vanguard S&P 500 ETF - $155,060.65, Novartis AG Sponsored ADR - $151,916, and Lockheed Martin Corporation - $150,174.3. 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.
