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:
34.28%
Gain +0.57%
Monthly
0.35%
Yearly
4.23%
Drawdown
14.32%
$198.16M
Equity
Holdings
$198.16M
Investment
$148.69M
$45.82M
Profit +$1.32M
Realized
-$3.64M
Unrealized
$49.46M
Dividends
$7.67M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.57%
Profit
$1.32M
Win %
71%
This Week
Compared To Last Week
Gain
0.45%
Profit
$893,545.94
Win %
71%
This Month
Compared to last month
Gain
0.32%
Profit
$637,929.85
Win %
71%
This Year
Compared to last year
Gain
0.02%
Profit
$1.41M
Win %
72%
AMD Advanced Micro Devices, Inc.
+4.75%
+$447,925.92 
PWR Quanta Services Inc.
+3.57%
+$9,989.66 
JPM JPMorgan Chase & Co.
+2.3%
+$42,085.1 
HCA HCA Healthcare Inc.
+2.3%
+$67,868.62 
AXP American Express Company
+2.18%
+$52,555.98 
WSM Williams-Sonoma, Inc.
+2.17%
+$30,590.06 
SYK Stryker Corporation
+2.11%
+$50,685.08 
PM Philip Morris International Inc.
+2.01%
+$5,982.24 
FCN Fti Consulting Inc.
+1.9%
+$43,218.96 
TSLA Tesla, Inc.
+1.88%
+$5,883.93 
LIN Linde plc
+1.58%
+$3,796.71 
CAT Caterpillar Inc.
+1.48%
+$6,060.6 
EME EMCOR Group, Inc.
+1.42%
+$48,812.96 
MAR Marriott International Inc. - Class A
+1.41%
+$61,513.81 
SPGI S&P Global Inc.
+1.37%
+$4,776.88 
ADI Analog Devices, Inc.
+1.35%
+$4,138.51 
NEE NextEra Energy, Inc.
+1.3%
+$38,584.39 
ABBV AbbVie Inc.
+1.3%
+$7,083.45 
APD Air Products and Chemicals, Inc.
+1.26%
+$3,369.18 
VLO Valero Energy Corporation
+1.2%
+$56,306.69 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+1.18%
+$4,650.94 
ITW Illinois Tool Works Inc.
+1.17%
+$3,567.06 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$2,915.55 
NSC Norfolk Southern Corporation
+1.11%
+$2,944.64 
SCHM Schwab U.S. Mid-Cap ETF
+1.07%
+$4,805.86 
JNJ Johnson & Johnson
+1.05%
+$7,517.5 
V Visa Inc. Class A
+1.03%
+$40,632.17 
IJR iShares Core S&P Small-Cap ETF
+1%
+$15,252.33 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$3,653.64 
VO Vanguard Mid-Cap ETF
+0.97%
+$4,780.14 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$8,196.71 
PG Procter & Gamble Co
+0.85%
+$2,158.6 
CSL Carlisle Companies Inc.
+0.84%
+$23,892.52 
CVX Chevron Corporation
+0.75%
+$1,735.99 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$5,895.21 
HD The Home Depot, Inc.
+0.73%
+$4,839.73 
VB Vanguard Small-Cap ETF
+0.73%
+$2,046.79 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$27,022.56 
COST Costco Wholesale Corporation
+0.72%
+$7,577.16 
UNH UnitedHealth Group Incorporated
+0.71%
+$19,523.95 
MA Mastercard Incorporated
+0.7%
+$5,396.86 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$29,523.64 
EMR Emerson Electric Co.
+0.66%
+$4,427.42 
DUK Duke Energy Corporation
+0.64%
+$1,690.17 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$3,938.15 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$6,809.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$6,176.98 
VGT Vanguard Information Technology ETF
+0.6%
+$2,716 
VOO Vanguard S&P 500 ETF
+0.58%
+$14,867.27 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$3,883.13 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$3,088.26 
GOOGL Alphabet Inc
+0.56%
+$40,494.2 
HON Honeywell International Inc.
+0.55%
+$2,145.33 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$7,697.34 
GOOG Alphabet Inc
+0.46%
+$10,783 
WMT Walmart Inc.
+0.45%
+$20,002.04 
PEP PepsiCo, Inc.
+0.4%
+$878.7 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$14,542.68 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$2,044.85 
GD General Dynamics Corporation
+0.38%
+$2,539.35 
AMGN Amgen Inc.
+0.34%
+$1,224.88 
BAH Booz Allen Hamilton Holding Corporation
+0.31%
+$6,820.8 
WM Waste Management, Inc.
+0.29%
+$1,041.94 
XOM Exxon Mobil Corporation
+0.29%
+$1,613.26 
LECO Lincoln Electric Holdings, Inc.
+0.19%
+$2,757.5 
QXO Qxo Inc.
+0.18%
+$487.11 
SHW The Sherwin-Williams Company
+0.14%
+$815.38 
NVDA NVIDIA Corporation
+0.14%
+$1,293.06 
BJ BJ's Wholesale Club Holdings, Inc.
+0.13%
+$3,441.48 
PH Parker-Hannifin Corporation
+0.12%
+$1,824.9 
CB Chubb Limited
+0.11%
+$596.42 
EXPE Expedia Group, Inc.
+0.1%
+$1,950.4 
MSFT Microsoft Corp.
+0.1%
+$5,407.6 
TJX The TJX Companies, Inc.
+0.06%
+$137.28 
ORCL Oracle Corporation
+0.05%
+$149.02 
SCHP Schwab U.S. TIPS ETF
+0.02%
+$44.88 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$76.4 
MCD McDonald's Corporation
+0.01%
+$28.77 
TIP iShares TIPS Bond ETF
+0.01%
+$22.75 
BR Broadridge Financial Solutions, Inc.
0%
$0 
KLAC KLA Corporation
-89.44%
-$72.43M 
PTC PTC Inc.
-3.98%
-$60,137.28 
BOOT Boot Barn Holdings, Inc.
-2.56%
-$23,260.16 
LULU lululemon athletica inc.
-2.52%
-$34,193.66 
LLY Eli Lilly and Company
-2.41%
-$28,206.54 
LMT Lockheed Martin Corporation
-1.54%
-$10,680.79 
AAPL Apple Inc.
-1.52%
-$136,048.5 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$32,128.92 
AMZN Amazon.com Inc
-1.21%
-$31,456.37 
CPRT Copart Inc.
-1%
-$20,714.82 
IBM International Business Machines Corporation
-0.97%
-$22,564.25 
AJG Arthur J. Gallagher & Co.
-0.96%
-$24,899.28 
LII Lennox International Inc.
-0.93%
-$23,782.35 
AXON Axon Enterprise, Inc.
-0.92%
-$2,488.49 
ESE Esco Technologies Inc.
-0.7%
-$2,420 
ETN Eaton Corporation plc
-0.55%
-$14,867.67 
DOV Dover Corporation
-0.51%
-$4,163.04 
TT Trane Technologies plc
-0.42%
-$1,996.27 
NOC Northrop Grumman Corporation
-0.4%
-$1,379.41 
MCK McKesson Corporation
-0.36%
-$14,478.8 
RTX RTX Corporation
-0.34%
-$1,748.91 
META Meta Platforms Inc Class A
-0.23%
-$3,862.27 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$26,316.78 
GILD Gilead Sciences Inc.
-0.21%
-$5,332.34 
TTWO Take-Two Interactive Software, Inc.
-0.16%
-$359.7 
LOW Lowe's Companies Inc.
-0.12%
-$3,071.68 
INTU Intuit Inc.
-0.1%
-$1,130.08 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.09%
-$1,092.28 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.05%
-$887.83 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.05%
-$495.04 
TSCO Tractor Supply Company
-0.03%
-$549.89 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$284.6 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$387.71 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$66.67 Events
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Dividends
Dividend Analysis
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| Trades 3216 | Longs Won 1488/3216 46% | Profit Factor 3.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $163,829.13 |
| Average Win $45,826.68 | Best Trade (Jun 12) $5.97M | Sharpe Ratio -10.45 |
| Average Loss -$12,944.25 | Worst Trade (Jun 11) -$1.36M | Z-Score -8.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 4d | Expectancy $14,248.27 |
| 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 |
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Returns
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