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:
57.83%
Gain -1.03%
Monthly
0.69%
Yearly
8.59%
Drawdown
18.7%
$210.26M
Equity
Holdings
$210.26M
Investment
$158.25M
$48.38M
Profit -$1.37M
Realized
-$3.63M
Unrealized
$52.01M
Dividends
$8.22M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.03%
Profit
-$1.37M
Win %
68%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$1.67M
Win %
68%
This Month
Compared to last month
Gain
-0.58%
Profit
-$1.22M
Win %
68%
This Year
Compared to last year
Gain
-0.15%
Profit
-$309,570.08
Win %
69%
SPGI S&P Global Inc.
+1.83%
+$6,330.93 
AAPL Apple Inc.
+1.45%
+$137,431.32 
COST Costco Wholesale Corporation
+0.82%
+$8,242.5 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.03%
+$204.33 
DFAI Dimensional International Core Equity Market ETF
+0.01%
+$60.13 
ABBV AbbVie Inc.
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APD Air Products and Chemicals, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.01 
AXON Axon Enterprise, Inc.
0%
-$0.01 
AXP American Express Company
0%
+$0.08 
BAH Booz Allen Hamilton Holding Corporation
0%
$0 
BE Bloom Energy Corporation
0%
$0 
BJ BJ's Wholesale Club Holdings, Inc.
0%
$0 
BOOT Boot Barn Holdings, Inc.
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
CB Chubb Limited
0%
+$0.02 
CPRT Copart Inc.
0%
$0 
CSL Carlisle Companies Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
DOV Dover Corporation
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EME EMCOR Group, Inc.
0%
+$0.09 
EMR Emerson Electric Co.
0%
-$0.01 
ESE Esco Technologies Inc.
0%
-$0.01 
ETN Eaton Corporation plc
0%
+$0.07 
EXPE Expedia Group, Inc.
0%
$0 
FCN Fti Consulting Inc.
0%
-$0.15 
FIX Comfort Systems USA, Inc.
0%
+$0.01 
GD General Dynamics Corporation
0%
-$0.02 
GILD Gilead Sciences Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOGL Alphabet Inc
0%
$0 
GOOG Alphabet Inc
0%
-$0.07 
HCA HCA Healthcare Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
INTU Intuit Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
+$0.06 
KLAC KLA Corporation
0%
$0 
LECO Lincoln Electric Holdings, Inc.
0%
+$0.06 
LII Lennox International Inc.
0%
$0 
LIN Linde plc
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
+$0.01 
LOW Lowe's Companies Inc.
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LULU lululemon athletica inc.
0%
$0 
MA Mastercard Incorporated
0%
-$0.02 
MAR Marriott International Inc. - Class A
0%
-$0.11 
MCK McKesson Corporation
0%
$0 
MCD McDonald's Corporation
0%
$0 
META Meta Platforms Inc Class A
0%
+$0.09 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
-$0.14 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NOC Northrop Grumman Corporation
0%
-$0.01 
NSC Norfolk Southern Corporation
0%
$0 
ORCL Oracle Corporation
0%
+$0.02 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
-$0.02 
PM Philip Morris International Inc.
0%
$0 
PTC PTC Inc.
0%
$0 
PWR Quanta Services Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SYK Stryker Corporation
0%
+$0.08 
TJX The TJX Companies, Inc.
0%
-$0.01 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
-$0.01 
TTWO Take-Two Interactive Software, Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
V Visa Inc. Class A
0%
$0 
VLO Valero Energy Corporation
0%
$0 
WM Waste Management, Inc.
0%
-$0.01 
WMT Walmart Inc.
0%
$0 
WSM Williams-Sonoma, Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.01 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
+$0.05 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
-$0.09 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
+$0.01 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.01 
QXO Qxo Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
$0 
CAT Caterpillar Inc.
-4.62%
-$17,943.21 
AMAT Applied Materials, Inc.
-3.92%
-$10,301.18 
NVDA NVIDIA Corporation
-2.34%
-$24,494.93 
TSLA Tesla, Inc.
-0.72%
-$1,545.47 
SCHX Schwab U.S. Large-Cap ETF
-0.69%
-$11,570.37 
SPY SPDR S&P 500 ETF Trust
-0.68%
-$4,849.36 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
0%
-$16.37 Events
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Dividends
Dividend Analysis
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| Trades 3333 | Longs Won 1577/3333 47% | Profit Factor 3.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $154,044.26 |
| Average Win $45,805.32 | Best Trade (Aug 19) $4.38M | Sharpe Ratio -9.62 |
| Average Loss -$13,586.07 | Worst Trade (Sep 14) -$1.44M | Z-Score -0.28 (22.41%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 1d | Expectancy $14,514.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 30,953 | $5.61M | $9.6M | - | $3.98M | 70.92% | +1.453% |
| ABBV AbbVie Inc. | 2,430 | $344,140.68 | $608,301.9 | - | $264,161.22 | 76.76% | 0.0 |
| ADI Analog Devices, Inc. | 775 | $214,211.04 | $302,467 | - | $88,255.96 | 41.2% | 0.0 |
| ADP Automatic Data Processing Inc. | 894 | $200,211.3 | $237,857.64 | - | $37,646.34 | 18.8% | 0.0 |
| AJG Arthur J. Gallagher & Co. | 12,426 | $2.52M | $3.08M | - | $557,307.69 | 22.08% | 0.0 |
| AMAT Applied Materials, Inc. | 491 | $354,993 | $252,536.03 | - | -$102,456.97 | -28.86% | -3.919% |
| AMD Advanced Micro Devices, Inc. | 19,313 | $2.41M | $9.77M | - | $7.36M | 304.97% | 0.0 |
| AMGN Amgen Inc. | 1,004 | $236,610.26 | $421,057.52 | - | $184,447.26 | 77.95% | 0.0 |
| AMZN Amazon.com Inc | 10,603 | $1.69M | $2.77M | - | $1.08M | 64.04% | 0.0 |
| APD Air Products and Chemicals, Inc. | 962 | $275,950.61 | $289,427.32 | - | $13,476.71 | 4.88% | 0.0 |
| AVGO Broadcom Inc. | 644 | $243,271 | $252,724.92 | - | $9,453.92 | 3.89% | 0.0 |
| AXON Axon Enterprise, Inc. | 604 | $94,828 | $365,009.28 | - | $270,181.28 | 284.92% | 0.0 |
| AXP American Express Company | 7,932 | $2.22M | $2.67M | - | $446,798.91 | 20.13% | 0.0 |
| BAH Booz Allen Hamilton Holding Corporation | 29,836 | $2.8M | $2.24M | - | -$567,200.1 | -20.23% | 0.0 |
| BE Bloom Energy Corporation | 1,000 | $302,700.01 | $232,160 | - | -$70,540.01 | -23.3% | 0.0 |
| BJ BJ's Wholesale Club Holdings, Inc. | 29,467 | $3.27M | $2.78M | - | -$491,733.91 | -15.02% | 0.0 |
| BOOT Boot Barn Holdings, Inc. | 5,120 | $446,886.86 | $840,345.6 | - | $393,458.74 | 88.04% | 0.0 |
| BR Broadridge Financial Solutions, Inc. | 13,884 | $2.54M | $2.33M | - | -$209,389.38 | -8.24% | 0.0 |
| BRK-A Berkshire Hathaway Inc. | 1 | $691,180 | $747,400 | - | $56,220 | 8.13% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 9,042 | $3.55M | $4.5M | - | $959,718.62 | 27.07% | 0.0 |
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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: Williams-Sonoma, Inc - $935,277.82, Costco Wholesale Corporation - $914,628.22, Palo Alto Networks, Inc - $907,640.58, Vanguard International Dividend Appreciation Index Fund - $467,600.18, and Exxon Mobil Corporation - $464,795.67. 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 - $571,154.42, 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 $8.22M earned over time. The largest contributors to dividend income include Vanguard International Dividend Appreciation Index Fund - $418,211.66, iShares TIPS Bond ETF - $389,627.99, iShares 1-5 Year Investment Grade Corporate Bond ETF - $319,173.44, Vanguard Short-Term Inflation-Protected Securities Index Fund - $281,969.42, and Vanguard Intermediate-Term Corporate Bond Fund - $221,432.18. 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.
