AE
Alexis Eubanks Portfolio
Invests via TILIA FIDUCIARY PARTNERS Inc. | Managed by Walker Abney, Ryan Casey
Invests via TILIA FIDUCIARY PARTNERS Inc.
Managed by Walker Abney, Ryan Casey
Automatically Tracked
Alexis Eubanks Profile
With a background steeped in technology-driven entrepreneurship, Alexis Eubanks has carved a niche as an innovative founder. Leading several ventures that blend cutting-edge technology with consumer needs, her impact spans diverse industries from software development to digital solutions. A driving force behind product ideation and market entry strategies, she is known for steering teams toward ambitious goals while fostering growth-oriented cultures. Her keen insights into emerging trends enhance her role as an advisor to early-stage startups, bridging the gap between concept and commercial success. Through strategic partnerships and investments, Eubanks continuously shapes the landscape of tech entrepreneurship.
With a background steeped in technology-driven entrepreneurship, Alexis Eubanks has carved a niche as an innovative founder. Leading several ventures that blend cutting-edge technology with consumer needs, her impact spans diverse industries from software development to digital solutions. A driving force behind product ideation and market entry strategies, she is known for steering teams toward ambitious goals while fostering growth-oriented cultures. Her keen insights into emerging trends enhance her role as an advisor to early-stage startups, bridging the gap between concept and commercial success. Through strategic partnerships and investments, Eubanks continuously shapes the landscape of tech entrepreneurship.
Investment Philosophy & Strategy
Focused on harnessing innovation to drive value creation, Alexis Eubanks embodies an entrepreneurial spirit that transforms ideas into impactful enterprises. With a commitment to understanding market dynamics, her strategic investments often target nascent technologies poised for disruption. This approach not only reflects her agility in navigating the tech landscape but also underscores a preference for scalability and user-centric solutions. By leveraging deep insights from diverse sectors, she crafts compelling business models that meet evolving consumer demands while optimizing operational efficiency. Eubanks' leadership is characterized by empowering teams to achieve transformative growth.
Focused on harnessing innovation to drive value creation, Alexis Eubanks embodies an entrepreneurial spirit that transforms ideas into impactful enterprises. With a commitment to understanding market dynamics, her strategic investments often target nascent technologies poised for disruption. This approach not only reflects her agility in navigating the tech landscape but also underscores a preference for scalability and user-centric solutions. By leveraging deep insights from diverse sectors, she crafts compelling business models that meet evolving consumer demands while optimizing operational efficiency. Eubanks' leadership is characterized by empowering teams to achieve transformative growth.
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:
52%
Gain -1.71%
Monthly
0.66%
Yearly
8.2%
Drawdown
18.61%
$197.03M
Equity
Holdings
$197.03M
Investment
$148.46M
$44.46M
Profit -$2.41M
Realized
-$4.1M
Unrealized
$48.57M
Dividends
$7.98M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.71%
Profit
-$2.41M
Win %
70%
This Week
Compared To Last Week
Gain
-0.95%
Profit
-$1.89M
Win %
70%
This Month
Compared to last month
Gain
-1.97%
Profit
-$3.96M
Win %
70%
This Year
Compared to last year
Gain
8.54%
Profit
$15.51M
Win %
71%
AMD Advanced Micro Devices, Inc.
+3.58%
+$342,435.03 
AXON Axon Enterprise, Inc.
+2.55%
+$7,845.96 
MSFT Microsoft Corp.
+1.71%
+$90,780.09 
GOOG Alphabet Inc
+1.53%
+$34,913.25 
VLO Valero Energy Corporation
+1.5%
+$85,285.65 
GOOGL Alphabet Inc
+1.46%
+$102,652.29 
NOC Northrop Grumman Corporation
+1.39%
+$4,555.16 
CVX Chevron Corporation
+1.19%
+$2,759.01 
TTWO Take-Two Interactive Software, Inc.
+1.16%
+$2,986.6 
BJ BJ's Wholesale Club Holdings, Inc.
+0.92%
+$24,520.54 
XOM Exxon Mobil Corporation
+0.9%
+$5,048.68 
PTC PTC Inc.
+0.88%
+$13,980.96 
INTU Intuit Inc.
+0.79%
+$9,302.98 
IBM International Business Machines Corporation
+0.79%
+$14,197.76 
ESE Esco Technologies Inc.
+0.78%
+$2,728.01 
AMZN Amazon.com Inc
+0.77%
+$20,505.76 
PWR Quanta Services Inc.
+0.66%
+$1,701.5 
V Visa Inc. Class A
+0.64%
+$28,325.01 
RTX RTX Corporation
+0.64%
+$3,414.48 
MA Mastercard Incorporated
+0.53%
+$4,569.01 
GD General Dynamics Corporation
+0.52%
+$3,630.33 
TJX The TJX Companies, Inc.
+0.52%
+$1,170.45 
VGT Vanguard Information Technology ETF
+0.52%
+$2,289.2 
DUK Duke Energy Corporation
+0.5%
+$1,318.12 
LULU lululemon athletica inc.
+0.48%
+$6,181.59 
HON Honeywell International Inc.
+0.42%
+$833.31 
QQQ Invesco QQQ Trust, Series 1
+0.41%
+$4,338.99 
BAH Booz Allen Hamilton Holding Corporation
+0.36%
+$6,678.7 
META Meta Platforms Inc Class A
+0.35%
+$6,788.73 
ETN Eaton Corporation plc
+0.31%
+$8,456.8 
APD Air Products and Chemicals, Inc.
+0.27%
+$766.38 
NVDA NVIDIA Corporation
+0.26%
+$2,483.1 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+0.2%
+$803.04 
MAR Marriott International Inc. - Class A
+0.19%
+$7,827.04 
LMT Lockheed Martin Corporation
+0.11%
+$733.12 
BRK-A Berkshire Hathaway Inc.
+0.04%
+$315.68 
BR Broadridge Financial Solutions, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
QXO Qxo Inc.
-5.45%
-$12,746.05 
CSL Carlisle Companies Inc.
-4.78%
-$138,008.08 
ORCL Oracle Corporation
-2.95%
-$6,176.88 
LECO Lincoln Electric Holdings, Inc.
-2.58%
-$35,930.22 
TSLA Tesla, Inc.
-2.52%
-$7,509.71 
EMR Emerson Electric Co.
-2.49%
-$16,390.8 
LOW Lowe's Companies Inc.
-2.23%
-$54,935.1 
WSM Williams-Sonoma, Inc.
-2.18%
-$32,071.2 
DOV Dover Corporation
-2.12%
-$16,912.35 
AAPL Apple Inc.
-2.09%
-$211,026.04 
LLY Eli Lilly and Company
-2.04%
-$24,246.3 
BOOT Boot Barn Holdings, Inc.
-1.92%
-$15,212.56 
HD The Home Depot, Inc.
-1.92%
-$13,182.75 
CAT Caterpillar Inc.
-1.9%
-$7,589.4 
SHW The Sherwin-Williams Company
-1.81%
-$10,872 
ITW Illinois Tool Works Inc.
-1.76%
-$5,829.39 
PEP PepsiCo, Inc.
-1.68%
-$3,484.35 
WMT Walmart Inc.
-1.66%
-$69,731.9 
EXPE Expedia Group, Inc.
-1.63%
-$37,142.48 
NSC Norfolk Southern Corporation
-1.5%
-$4,374.16 
KLAC KLA Corporation
-1.48%
-$105,944.9 
JNJ Johnson & Johnson
-1.43%
-$10,880.26 
LII Lennox International Inc.
-1.41%
-$37,982.1 
NEE NextEra Energy, Inc.
-1.15%
-$35,616.36 
PG Procter & Gamble Co
-0.96%
-$2,485.4 
TSCO Tractor Supply Company
-0.93%
-$15,671.86 
AXP American Express Company
-0.92%
-$24,727.82 
FCN Fti Consulting Inc.
-0.92%
-$21,755.49 
PH Parker-Hannifin Corporation
-0.84%
-$13,272 
TMO Thermo Fisher Scientific Inc.
-0.81%
-$22,109.4 
MCK McKesson Corporation
-0.81%
-$35,240.36 
GILD Gilead Sciences Inc.
-0.8%
-$22,149.72 
JPM JPMorgan Chase & Co.
-0.77%
-$15,399.18 
COST Costco Wholesale Corporation
-0.77%
-$7,810.22 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.72%
-$85,842.83 
TT Trane Technologies plc
-0.67%
-$3,241.35 
DFSV Dimensional US Small Cap Value ETF
-0.63%
-$1,619.75 
VIG Vanguard Dividend Appreciation ETF
-0.61%
-$3,390.12 
DFAI Dimensional International Core Equity Market ETF
-0.59%
-$3,036.28 
IJH iShares Core S&P Mid-Cap ETF
-0.54%
-$4,355.02 
PM Philip Morris International Inc.
-0.54%
-$1,713.92 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.53%
-$19,703.95 
ABBV AbbVie Inc.
-0.52%
-$3,207.6 
AMGN Amgen Inc.
-0.51%
-$1,887.52 
UNH UnitedHealth Group Incorporated
-0.5%
-$14,263.56 
MCD McDonald's Corporation
-0.45%
-$1,732.8 
SPGI S&P Global Inc.
-0.41%
-$1,547.44 
IJR iShares Core S&P Small-Cap ETF
-0.39%
-$6,122.37 
VB Vanguard Small-Cap ETF
-0.38%
-$1,066.23 
RSP Invesco S&P 500 Equal Weight ETF
-0.38%
-$3,418.88 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.36%
-$1,387.03 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.3%
-$3,899.44 
SCHM Schwab U.S. Mid-Cap ETF
-0.3%
-$1,327.93 
HCA HCA Healthcare Inc.
-0.29%
-$8,425.16 
VEU Vanguard FTSE All-World ex-US ETF
-0.28%
-$9,754.45 
WM Waste Management, Inc.
-0.27%
-$1,041.92 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.27%
-$2,772.14 
VO Vanguard Mid-Cap ETF
-0.24%
-$1,210.56 
LIN Linde plc
-0.22%
-$523.04 
TIP iShares TIPS Bond ETF
-0.22%
-$1,069.48 
SCHP Schwab U.S. TIPS ETF
-0.21%
-$493.68 
AJG Arthur J. Gallagher & Co.
-0.2%
-$5,872.5 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.17%
-$1,565.3 
EME EMCOR Group, Inc.
-0.12%
-$3,848.06 
SCHX Schwab U.S. Large-Cap ETF
-0.12%
-$1,924.34 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$505.36 
ADI Analog Devices, Inc.
-0.09%
-$245.19 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.08%
-$1,550.84 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$1,242.95 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.06%
-$638.13 
SPY SPDR S&P 500 ETF Trust
-0.06%
-$385.56 
CPRT Copart Inc.
-0.05%
-$1,002.33 
VOO Vanguard S&P 500 ETF
-0.05%
-$1,342.96 
BRK-B Berkshire Hathaway Inc.
-0.03%
-$1,277.88 
SYK Stryker Corporation
-0.02%
-$509.99 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.02%
-$76.4 
CB Chubb Limited
-0.01%
-$68.16 Events
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Dividends
Dividend Analysis
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| Trades 3216 | Longs Won 1484/3216 46% | Profit Factor 2.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $156,342.46 |
| Average Win $46,250.25 | Best Trade (Jul 24) $4.82M | Sharpe Ratio -9.55 |
| Average Loss -$13,955.31 | Worst Trade (Jul 24) -$1.42M | Z-Score -7.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w | Expectancy $13,826.11 |
| 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 | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
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Returns
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FAQ
Which stocks have generated the highest profits for Alexis Eubanks?
The largest contributions to the portfolio's profits come from the following stocks: Palo Alto Networks, Inc - $907,640.58, Williams-Sonoma, Inc - $904,748.15, Costco Wholesale Corporation - $901,915.54, Parker-Hannifin Corporation - $438,605.19, and Vanguard International Dividend Appreciation Index Fund - $419,155.62. 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: Charles River Laboratories International, Inc - $724,331.87, ICF International Inc - $670,489.96, The Walt Disney Company - $637,685.62, Schwab U.S. TIPS ETF - $569,617.51, and PayPal Holdings Inc - $476,569.4. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alexis Eubanks's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.98M earned over time. The largest contributors to dividend income include Vanguard International Dividend Appreciation Index Fund - $418,211.66, iShares TIPS Bond ETF - $386,675.48, iShares 1-5 Year Investment Grade Corporate Bond ETF - $304,189.62, Vanguard Short-Term Inflation-Protected Securities Index Fund - $281,910.91, and Vanguard Intermediate-Term Corporate Bond Fund - $211,024.43. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alexis Eubanks's monthly returns?
Alexis Eubanks'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 Alexis Eubanks's strategy be considered aggressive or moderate?
Alexis Eubanks'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 Alexis Eubanks's strategy?
Alexis Eubanks'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.
