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:
9.8%
Gain
Monthly
0.5%
Yearly
6.25%
Drawdown
22.47%
$149.12M
Equity
Holdings
$149.12M
Investment
$131.75M
-$106,473.9
Profit -$1.39M
Realized
-$17.48M
Unrealized
$17.37M
Dividends
$4.4M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.39M
Win %
76%
This Week
Compared To Last Week
Gain
-2.04%
Profit
-$3.1M
Win %
76%
This Month
Compared to last month
Gain
-1.25%
Profit
-$1.88M
Win %
76%
This Year
Compared to last year
Gain
15.43%
Profit
$19.93M
Win %
66%
CAVA Cava Group Inc.
+3.73%
+$7,188.2 
PANW Palo Alto Networks, Inc.
+2.74%
+$16,952.67 
MRK Merck & Co., Inc.
+2.54%
+$9,941.19 
PSX Phillips 66
+2.4%
+$6,292 
EMR Emerson Electric Co.
+2.13%
+$9,030.96 
AFL Aflac Inc.
+2.03%
+$9,680 
ABT Abbott Laboratories
+1.96%
+$5,880.4 
COP ConocoPhillips
+1.95%
+$6,538.4 
BRK-B Berkshire Hathaway Inc.
+1.86%
+$6,040.44 
CSCO Cisco Systems, Inc.
+1.86%
+$22,595.04 
CVX Chevron Corporation
+1.69%
+$26,207.97 
XOM Exxon Mobil Corporation
+1.66%
+$10,206.83 
RTX RTX Corporation
+1.57%
+$16,787.08 
JNJ Johnson & Johnson
+1.53%
+$16,341.96 
LMT Lockheed Martin Corporation
+1.53%
+$3,718.53 
WFC Wells Fargo & Company
+1.45%
+$4,254.72 
BJ BJ's Wholesale Club Holdings, Inc.
+1.39%
+$3,547.5 
ABBV AbbVie Inc.
+1.36%
+$13,034.1 
SO The Southern Company
+1.31%
+$2,835 
DUK Duke Energy Corporation
+1.28%
+$4,470.97 
PH Parker-Hannifin Corporation
+1.07%
+$4,792.32 
WMT Walmart Inc.
+1.03%
+$10,445.65 
NVS Novartis AG Sponsored ADR
+0.96%
+$7,114.8 
PPH VanEck Pharmaceutical ETF
+0.95%
+$3,244.8 
MMM 3M Company
+0.88%
+$2,902.48 
GCOW Pacer Global Cash Cows Dividend ETF
+0.84%
+$7,580.62 
BKGI BNY Mellon Global Infrastructure Income Fund
+0.8%
+$3,604.37 
SPLV Invesco S&P 500 Low Volatility ETF
+0.78%
+$3,432.6 
FTNT Fortinet Inc.
+0.76%
+$5,978 
PG Procter & Gamble Co
+0.74%
+$5,157.6 
SCHD Schwab U.S. Dividend Equity ETF
+0.59%
+$25,313.44 
KMI Kinder Morgan, Inc.
+0.54%
+$2,152.5 
SDY SPDR S&P Dividend ETF
+0.52%
+$2,094.55 
SCHY Schwab International Dividend Equity ETF
+0.45%
+$1,686.35 
AMGN Amgen Inc.
+0.45%
+$1,851.94 
IAU iShares Gold Trust
+0.44%
+$3,399 
ORCL Oracle Corporation
+0.41%
+$3,632.22 
HD The Home Depot, Inc.
+0.39%
+$1,211.37 
ELFY ALPS Electrification Infrastructure ETF
+0.39%
+$957.77 
COST Costco Wholesale Corporation
+0.34%
+$4,809.44 
CSX CSX Corporation
+0.29%
+$1,353.3 
USMV iShares MSCI USA Min Vol Factor ETF
+0.28%
+$4,081.97 
GPC Genuine Parts Company
+0.24%
+$779.58 
FMED Fidelity Disruptive Medicine ETF
+0.24%
+$593.53 
JPM JPMorgan Chase & Co.
+0.2%
+$4,538.25 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
+0.18%
+$984.6 
FCRS FutureCrest Acquisition Corp.
+0.1%
+$248.88 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.08%
+$375 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.05%
+$119.97 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.04%
+$338.81 
RSP Invesco S&P 500 Equal Weight ETF
+0.04%
+$94.09 
JPIE JPMorgan Income ETF
+0.03%
+$186.84 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
+$142.45 
NODE VanEck Onchain Economy ETF
0%
$0 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
SGMO Sangamo Therapeutics Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-8.68%
-$19,930.5 
META Meta Platforms Inc Class A
-4.27%
-$42,868.92 
ORBS Eightco Holdings Inc.
-4.26%
-$340.52 
TQQQ ProShares UltraPro QQQ
-4.16%
-$203,853.72 
OPEN Opendoor Technologies Inc.
-3.64%
-$1,664 
KLAC KLA Corporation
-3.49%
-$11,628 
SYK Stryker Corporation
-3.48%
-$16,329.1 
TXN Texas Instruments Inc
-2.81%
-$32,839.18 
PLTR Palantir Technologies Inc.
-2.6%
-$17,397.65 
SMHX VanEck Vectors Semiconductor ETF
-2.56%
-$26,481.6 
VRT Vertiv Holdings Co
-2.47%
-$8,566.79 
SMH VanEck Semiconductor ETF
-2.33%
-$12,674.34 
TSLA Tesla, Inc.
-2.32%
-$13,281.96 
IBM International Business Machines Corporation
-2.23%
-$20,453.49 
MSFT Microsoft Corp.
-2.2%
-$44,158.78 
SHOP Shopify Inc.
-2.18%
-$5,978.7 
FDCF Fidelity Disruptive Communications ETF
-2.07%
-$5,574.56 
GOOGL Alphabet Inc
-2.06%
-$79,639.11 
UPRO ProShares UltraPro S&P500
-1.92%
-$51,787.67 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-1.85%
-$12,634.44 
BMNR Bitmine Immersion Technologies, Inc.
-1.71%
-$2,848.56 
FDTX Fidelity Disruptive Technology ETF
-1.67%
-$21,964 
IGM iShares Expanded Tech Sector ETF
-1.66%
-$45,288.54 
V Visa Inc. Class A
-1.56%
-$6,856.45 
ANET Arista Networks, Inc.
-1.54%
-$5,168.32 
ADI Analog Devices, Inc.
-1.52%
-$4,925.75 
VUG Vanguard Growth ETF
-1.49%
-$40,566.01 
NRG NRG Energy, Inc.
-1.42%
-$3,141.18 
NVDA NVIDIA Corporation
-1.41%
-$38,132.28 
QQQM Invesco NASDAQ 100 ETF
-1.34%
-$25,810.2 
IWF iShares Russell 1000 Growth ETF
-1.34%
-$7,555.68 
QQQ Invesco QQQ Trust, Series 1
-1.34%
-$272,287.36 
MA Mastercard Incorporated
-1.33%
-$11,547.35 
XLK State Street Technology Select Sector SPDR ETF
-1.31%
-$4,646.96 
MPWR Monolithic Power Systems, Inc.
-1.27%
-$7,447.5 
GS The Goldman Sachs Group, Inc.
-1.25%
-$4,054.05 
MS Morgan Stanley
-1.18%
-$3,229.18 
AXP American Express Company
-1.04%
-$3,129.1 
IVES Amplify Bloomberg AI Value Chain ETF
-1.01%
-$11,684.6 
AVGO Broadcom Inc.
-0.93%
-$51,623.04 
AAPL Apple Inc.
-0.92%
-$72,261.9 
QCOM QUALCOMM Incorporated
-0.92%
-$5,887.54 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.8%
-$40,729.48 
AMZN Amazon.com Inc
-0.73%
-$11,152.02 
DIS The Walt Disney Company
-0.73%
-$2,249.13 
BHP BHP Group Ltd.
-0.73%
-$1,991.25 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.68%
-$12,454.98 
IVV iShares Core S&P 500 ETF
-0.61%
-$5,619.04 
VOO Vanguard S&P 500 ETF
-0.6%
-$29,486.22 
VONE Vanguard Russell 1000 ETF
-0.58%
-$5,415.08 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$2,580 
WMB The Williams Companies, Inc.
-0.51%
-$2,335.48 
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF
-0.49%
-$7,289.88 
PWR Quanta Services Inc.
-0.45%
-$1,487.22 
MTB M&T Bank Corporation
-0.37%
-$1,488 
MOAT VanEck Morningstar Wide Moat Fund
-0.34%
-$11,068.55 
RF Regions Financial Corporation
-0.34%
-$1,064.25 
ITW Illinois Tool Works Inc.
-0.3%
-$2,261.85 
IJR iShares Core S&P Small-Cap ETF
-0.23%
-$6,495.02 
LOW Lowe's Companies Inc.
-0.17%
-$1,195.5 
MCD McDonald's Corporation
-0.17%
-$421.82 
VB Vanguard Small-Cap ETF
-0.15%
-$1,539.73 
UJAN Innovator U.S. Equity Ultra Fund
-0.15%
-$3,681.51 
FDVV Fidelity High Dividend ETF
-0.07%
-$720 
CAT Caterpillar Inc.
-0.07%
-$579.08 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.06%
-$120.95 
IWM iShares Russell 2000 ETF
-0.05%
-$152.1 
BTI British American Tobacco p.l.c. ADR
-0.05%
-$144.75 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
-0.04%
-$272.5 
BKDV BNY Mellon Dynamic Value ETF
-0.03%
-$159.93 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.02%
-$155.83 
CLOI VanEck CLO ETF
-0.02%
-$49.65 
HYD VanEck High Yield Muni ETF
0%
-$18.93 
DELL Dell Technologies Inc.
0%
-$8.56 Events
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Dividends
Dividend Analysis
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| Trades 585 | Longs Won 361/585 61% | Profit Factor 1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $817,381.9 |
| Average Win $167,088.2 | Best Trade (Mar 31) $5.31M | Sharpe Ratio -4.51 |
| Average Loss -$269,755.87 | Worst Trade (Mar 31) -$12.14M | Z-Score 2.63 (99.15%) |
| Commissions $0 | Avg. Trade Length 8m 1d | Expectancy -$182.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 116.52% | 111.28% | 108.32% | 106.27% | 104.71% | 103.45% | 102.4% | 101.49% | 100.7% |
| Consecutive Losing Trades | 553 | 498 | 442 | 387 | 332 | 276 | 221 | 166 | 111 | 55 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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