BS
Barrett Schultz Portfolio
Invests via Ashton Thomas Securities LLC | Managed by Barrett Schultz
Invests via Ashton Thomas Securities LLC
Managed by Barrett Schultz
Automatically Tracked
Barrett Schultz Profile
Barrett Schultz is a distinguished entrepreneur with a keen focus on technology-driven ventures. With over a decade of experience in building innovative startups, he has successfully launched several companies that address emerging market needs through cutting-edge solutions. His role as founder and CEO enables him to blend vision with execution, resulting in substantial growth and impactful products that resonate within the tech ecosystem. An advocate for fostering new talent, Barrett actively engages with aspiring entrepreneurs, offering mentorship to help them navigate the complexities of business development and capital raising. His dynamic leadership reflects an acute understanding of market trends, positioning him as a pivotal figure in shaping the future of tech entrepreneurship.
Barrett Schultz is a distinguished entrepreneur with a keen focus on technology-driven ventures. With over a decade of experience in building innovative startups, he has successfully launched several companies that address emerging market needs through cutting-edge solutions. His role as founder and CEO enables him to blend vision with execution, resulting in substantial growth and impactful products that resonate within the tech ecosystem. An advocate for fostering new talent, Barrett actively engages with aspiring entrepreneurs, offering mentorship to help them navigate the complexities of business development and capital raising. His dynamic leadership reflects an acute understanding of market trends, positioning him as a pivotal figure in shaping the future of tech entrepreneurship.
Investment Philosophy & Strategy
Focusing on transformative solutions, Barrett Schultz employs a forward-thinking investment strategy rooted in technology and innovation. With an entrepreneurial mindset, he prioritizes identifying disruptive opportunities within emerging markets that promise scalability and significant impact. His extensive experience in founding and leading startups equips him with the insights needed to navigate complex business environments effectively. Passionate about mentoring the next generation of entrepreneurs, he cultivates talent while strategically assessing potential collaborations that enhance operational success. This unique combination of strategic vision and hands-on execution drives sustained growth across his ventures.
Focusing on transformative solutions, Barrett Schultz employs a forward-thinking investment strategy rooted in technology and innovation. With an entrepreneurial mindset, he prioritizes identifying disruptive opportunities within emerging markets that promise scalability and significant impact. His extensive experience in founding and leading startups equips him with the insights needed to navigate complex business environments effectively. Passionate about mentoring the next generation of entrepreneurs, he cultivates talent while strategically assessing potential collaborations that enhance operational success. This unique combination of strategic vision and hands-on execution drives sustained growth across his ventures.
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:
34.53%
Gain +1.95%
Monthly
1.17%
Yearly
15.01%
Drawdown
13.73%
$701.83M
Equity
Holdings
$701.83M
Investment
$589.01M
$156.27M
Profit +$11.89M
Realized
$43.45M
Unrealized
$112.82M
Dividends
$20.59M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.95%
Profit
$11.89M
Win %
71%
This Week
Compared To Last Week
Gain
2.9%
Profit
$19.76M
Win %
71%
This Month
Compared to last month
Gain
3.58%
Profit
$24.23M
Win %
71%
This Year
Compared to last year
Gain
3.79%
Profit
$25.91M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$2.32M 
DXCM DexCom, Inc.
+11.95%
+$32,690.79 
GOOG Alphabet Inc
+6.88%
+$383,805.73 
GOOGL Alphabet Inc
+6.73%
+$943,919.76 
COHR Coherent Corp.
+5.55%
+$18,476.9 
GHI Greystone Housing Impact Investors L.P.
+5.5%
+$7,537.8 
ANET Arista Networks, Inc.
+5.46%
+$82,216.01 
CBOE Cboe Global Markets Inc.
+4.62%
+$11,393.03 
MDB MongoDB Inc.
+3.56%
+$27,480.42 
OXY-WT Occidental Petroleum Corporation
+3.39%
+$8.05 
TT Trane Technologies plc
+3.33%
+$14,127.22 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$27,812.87 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$33,252.97 
META Meta Platforms Inc Class A
+3.28%
+$328,741.75 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$16,198.08 
MSFT Microsoft Corp.
+3.02%
+$600,927.58 
NVDA NVIDIA Corporation
+2.93%
+$771,450.5 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$970.08 
CVX Chevron Corporation
+2.35%
+$24,249.8 
ORLY O'Reilly Automotive Inc.
+2.28%
+$26,144.62 
CNC Centene Corporation
+2.27%
+$48,094.38 
GLW Corning Incorporated
+2.24%
+$4,157.16 
WDC Western Digital Corporation
+2.21%
+$12,838.46 
DVN Devon Energy Corporation
+2.17%
+$6,019.2 
CDNS Cadence Design Systems, Inc.
+2.16%
+$9,921.57 
CSCO Cisco Systems, Inc.
+2.14%
+$25,291.44 
JBL Jabil Inc.
+2.12%
+$5,615.8 
OXY Occidental Petroleum Corporation
+2%
+$78,563.52 
OKE ONEOK, Inc.
+1.95%
+$4,012.44 
JCI Johnson Controls International plc
+1.93%
+$7,861.84 
PANW Palo Alto Networks, Inc.
+1.89%
+$70,368.3 
FIX Comfort Systems USA, Inc.
+1.88%
+$7,707.69 
CRM Salesforce Inc
+1.83%
+$23,414.9 
ORCL Oracle Corporation
+1.81%
+$39,364.71 
HWM Howmet Aerospace Inc.
+1.8%
+$24,058.43 
CINF Cincinnati Financial Corporation
+1.69%
+$8,310.12 
ZTS Zoetis Inc.
+1.66%
+$21,840.86 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$18,241.74 
VZ Verizon Communications Inc.
+1.52%
+$11,349.1 
LMT Lockheed Martin Corporation
+1.5%
+$27,236.28 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$174,428.16 
PH Parker-Hannifin Corporation
+1.43%
+$16,597.98 
PWR Quanta Services Inc.
+1.43%
+$3,339.28 
WDAY Workday Inc.
+1.41%
+$3,875.74 
KLAC KLA Corporation
+1.38%
+$12,253.34 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$31,367.76 
CGUS Capital Group Core Equity ETF
+1.29%
+$35,201.49 
AOD Abrdn Total Dynamic Dividend Fund
+1.25%
+$13,065 
WFC Wells Fargo & Company
+1.19%
+$9,399.3 
BN Brookfield Corporation
+1.19%
+$26,673.05 
AMAT Applied Materials, Inc.
+1.18%
+$10,637.74 
EPS WisdomTree U.S. LargeCap Fund
+1.17%
+$3,985.8 
MSI Motorola Solutions, Inc.
+1.14%
+$13,089.12 
KAT Scharf ETF
+1.14%
+$9,278.08 
VOX Vanguard Communication Services ETF
+1.12%
+$1,027.11 
VUG Vanguard Growth ETF
+1.1%
+$43,995.51 
BGR BlackRock Energy & Resources Trust
+1.1%
+$7,893.9 
IGD Voya Global Equity Dividend Fund
+1.08%
+$1,274 
OKTA Okta Inc.
+1.07%
+$2,532.25 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$78,785.92 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$21,884.71 
VDE Vanguard Energy ETF
+1.02%
+$1,056.25 
XLE Energy Select Sector SPDR Fund
+1%
+$793.55 
ADP Automatic Data Processing Inc.
+0.98%
+$4,491.04 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$9,333.52 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.92%
+$16,531.87 
UNP Union Pacific Corporation
+0.92%
+$39,494.79 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$19,448.78 
WMB The Williams Companies, Inc.
+0.89%
+$9,361.8 
SCHW Charles Schwab Corporation
+0.87%
+$3,697.33 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$740.59 
IBM International Business Machines Corporation
+0.86%
+$6,738.41 
GEV GE Vernova Inc.
+0.85%
+$13,570.23 
MCD McDonald's Corporation
+0.82%
+$6,003.83 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$1,722.6 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$58,128.81 
TSLA Tesla, Inc.
+0.76%
+$39,154.43 
MPC Marathon Petroleum Corporation
+0.76%
+$11,562.88 
TRGP Targa Resources Corp.
+0.76%
+$2,358.86 
STT State Street Corp
+0.73%
+$2,524.54 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,675.04 
VIS Vanguard Industrials ETF
+0.72%
+$25,684.76 
VOO Vanguard S&P 500 ETF
+0.71%
+$430,711.32 
OTF Blue Owl Technology Finance Corp.
+0.71%
+$1,711.29 
CAT Caterpillar Inc.
+0.7%
+$13,131.7 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$6,244.86 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$58.25 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$287.33 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$756.81 
PLTR Palantir Technologies Inc.
+0.65%
+$4,068.79 
CGGR Capital Group Growth ETF
+0.65%
+$9,647.14 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$6,295.92 
VONE Vanguard Russell 1000 ETF
+0.64%
+$330.15 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$20,051.83 
CGDV Capital Group Dividend Value ETF
+0.63%
+$23,010.06 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$374.64 
ET Energy Transfer L.P.
+0.59%
+$1,488 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$1,169.94 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$1,835.98 
MO Altria Group, Inc.
+0.57%
+$8,966.1 
APH Amphenol Corporation
+0.55%
+$8,757.66 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,337.56 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$16,604.46 
EXC Exelon Corporation
+0.53%
+$3,474 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$3,642.34 
STX Seagate Technology Holdings plc
+0.52%
+$2,443.06 
GM General Motors Company
+0.52%
+$1,250.74 
PSX Phillips 66
+0.51%
+$2,304.68 
RNR Renaissancere Holdings Ltd.
+0.51%
+$1,960.22 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$9,577.66 
AXON Axon Enterprise, Inc.
+0.47%
+$2,233.7 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,331.67 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$59,433.52 
NSC Norfolk Southern Corporation
+0.46%
+$1,041.61 
PAYX Paychex Inc.
+0.44%
+$1,941.06 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$29.12 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$2,291.4 
DNOV FT Vest US Equity Deep Buffer Fund
+0.4%
+$3,329.89 
NFJ Virtus Dividend, Interest & Premium Strategy Fund
+0.4%
+$1,045.5 
RTX RTX Corporation
+0.39%
+$1,823.64 
GSEP FT Vest US Equity Moderate B Fund
+0.38%
+$3.14 
AVGO Broadcom Inc.
+0.37%
+$29,707.2 
PG Procter & Gamble Co
+0.37%
+$2,329.35 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$28,383.6 
OTIS Otis Worldwide Corporation
+0.36%
+$7,043.14 
BAC Bank of America Corporation
+0.36%
+$7,262.2 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.33%
+$6,793 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,380.35 
XNTK SPDR NYSE Technology ETF
+0.33%
+$171.13 
MRK Merck & Co., Inc.
+0.32%
+$4,156.27 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.28%
+$77,248.3 
JPM JPMorgan Chase & Co.
+0.27%
+$15,091.7 
DTD WisdomTree U.S. Total Dividend Fund
+0.26%
+$2,246.74 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$780.6 
CME CME Group Inc.
+0.21%
+$5,604.34 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$104.16 
JNJ Johnson & Johnson
+0.21%
+$5,301.59 
ADI Analog Devices, Inc.
+0.2%
+$2,689.86 
CMI Cummins Inc.
+0.19%
+$1,642.16 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$7.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$63 
NAN Nuveen New York Quality Municipal Income Fund
+0.18%
+$3,331.12 
T AT&T Inc.
+0.17%
+$844.44 
MS Morgan Stanley
+0.17%
+$757.44 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$3,484.92 
DELL Dell Technologies Inc.
+0.14%
+$384.16 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$72.75 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$558.36 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1,580.72 
C Citigroup Inc.
+0.1%
+$414.02 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.1%
+$46.86 
WM Waste Management, Inc.
+0.1%
+$661.1 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.09%
+$1,384 
WMT Walmart Inc.
+0.09%
+$2,302.05 
ABT Abbott Laboratories
+0.09%
+$349.02 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$4.98 
GDV Gabelli Dividend & Income Trust
+0.07%
+$554 
ETO Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
+0.07%
+$129.6 
FDS FactSet Research Systems Inc.
+0.07%
+$198.06 
AEP American Electric Power Company, Inc.
+0.06%
+$424.62 
BKLN Invesco Senior Loan ETF
+0.05%
+$94.97 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$172 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$18.92 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$734.22 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$43.72 
DIS The Walt Disney Company
+0.03%
+$836.16 
BSJT Invesco BulletShares 2029 High Yield Fund
+0.02%
+$348.46 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.02%
+$37.59 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$2.2 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$20.98 
RAAA Reckoner Leveraged AAA CLO ETF
+0.02%
+$81.75 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$1,019.6 
DCRE DoubleLine Commercial Real Estate ETF
+0.01%
+$7.5 
DMX DoubleLine Multi-Sector Income ETF
+0.01%
+$7.74 
ILMN Illumina, Inc.
+0.01%
+$13.07 
EHI Western Asset Global High Income Fund Inc.
0%
$0 
EVV Eaton Vance Limited Duration Income Fund
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
ICLO Invesco AAA CLO Floating Rate Note ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
SEPM
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$53,155 
AAPL Apple Inc.
-7.35%
-$1.61M 
NXPI NXP Semiconductors N.V.
-6.53%
-$17,008 
SYK Stryker Corporation
-6.42%
-$124,545.49 
MU Micron Technology, Inc.
-5.9%
-$160,672.38 
SNDK SanDisk Corporation
-5.09%
-$19,278.48 
FNV Franco-Nevada Corporation
-3.81%
-$89,725.64 
CI The Cigna Group
-2.99%
-$32,373.65 
XBI SPDR S&P Biotech ETF
-2.94%
-$146.85 
IBKR Interactive Brokers Group Inc.
-2.75%
-$21,752.64 
QCOM QUALCOMM Incorporated
-2.63%
-$6,439.88 
ABBV AbbVie Inc.
-2.51%
-$55,706.7 
VAW Vanguard Materials ETF
-2.38%
-$847.08 
YUM Yum! Brands, Inc.
-2.37%
-$20,028.48 
XLB Materials Select Sector SPDR Fund
-2.34%
-$9,803.42 
SETM Sprott Critical Materials ETF
-2.3%
-$8,054.07 
BA Boeing Company
-2.15%
-$53,449.93 
NFLX Netflix, Inc.
-2%
-$56,583.76 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$7,029.55 
AWK American Water Works Company, Inc.
-1.93%
-$16,647.84 
AMD Advanced Micro Devices, Inc.
-1.9%
-$45,183.7 
DYAI Dyadic International Inc.
-1.87%
-$723.1 
URNM Sprott Uranium Miners ETF
-1.78%
-$126.72 
APD Air Products and Chemicals, Inc.
-1.77%
-$10,290.78 
UNH UnitedHealth Group Incorporated
-1.68%
-$41,812.04 
DRI Darden Restaurants, Inc.
-1.64%
-$7,895.31 
SQ Block, Inc.
-1.64%
-$7,728.75 
LRCX Lam Research Corporation
-1.58%
-$13,019.03 
IAU iShares Gold Trust
-1.46%
-$19,760.31 
NKE Nike, Inc. - Class B
-1.37%
-$4,175.42 
BGC BGC Group, Inc.
-1.37%
-$37,101.12 
MNST Monster Beverage Corporation
-1.3%
-$23,942.04 
FCX Freeport-McMoRan Inc.
-1.28%
-$3,375.27 
COPP Sprott Copper Miners ETF
-1.26%
-$176.4 
HSY The Hershey Company
-1.23%
-$20,424.39 
TJX The TJX Companies, Inc.
-1.21%
-$19,336.22 
NEE NextEra Energy, Inc.
-1.15%
-$14,223.83 
DE Deere & Company
-1.13%
-$12,076.78 
PJP Invesco Pharmaceuticals ETF
-1.1%
-$59.4 
TKO Tko Group Holdings Inc.
-1.09%
-$7,696 
TXN Texas Instruments Inc
-1.08%
-$9,090.26 
MCK McKesson Corporation
-1.08%
-$36,869.96 
INTC Intel Corporation
-1.02%
-$7,368.39 
KO The Coca-Cola Company
-1.02%
-$27,133.2 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$1,022.31 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$14,218.6 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$20,494.91 
DB Deutsche Bank AG
-0.89%
-$8,376.36 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.87%
-$69 
PGR Progressive Corporation
-0.87%
-$9,627.36 
O Realty Income Corporation
-0.87%
-$4,261.6 
ATO Atmos Energy Corporation
-0.85%
-$3,549.02 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
-0.84%
-$138,081.18 
GILD Gilead Sciences Inc.
-0.81%
-$2,519.83 
MCO Moody's Corporation
-0.81%
-$7,139.22 
WAT Waters Corporation
-0.79%
-$2,033.19 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.78%
-$27.6 
HQH Tekla Healthcare Investors
-0.77%
-$2,030.14 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$4,575.03 
VHT Vanguard Health Care ETF
-0.76%
-$6,530.91 
CVS CVS Health Corporation
-0.75%
-$5,855.48 
AVES Avantis Emerging Markets Value ETF
-0.75%
-$146.64 
SPGI S&P Global Inc.
-0.74%
-$1,878.85 
MA Mastercard Incorporated
-0.74%
-$6,472.76 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$71.68 
VTN Invesco Trust for Investment Grade New York Municipals
-0.73%
-$11,296 
BLK BlackRock, Inc.
-0.73%
-$3,495.24 
VPU Vanguard Utilities ETF
-0.71%
-$288.32 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$361 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$14,406.75 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$5,809.09 
MMT MFS Multimarket Income Trust
-0.69%
-$5,171.37 
DUK Duke Energy Corporation
-0.67%
-$4,447.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$89,305.35 
CGCB Capital Group Core Bond ETF
-0.66%
-$952.51 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.65%
-$880.54 
AMGN Amgen Inc.
-0.64%
-$4,173.86 
GS The Goldman Sachs Group, Inc.
-0.63%
-$15,584.38 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$527.35 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.63%
-$303.8 
HAS Hasbro Inc.
-0.62%
-$1,687.4 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$417.45 
PM Philip Morris International Inc.
-0.61%
-$11,955.66 
ECL Ecolab Inc.
-0.61%
-$5,721.66 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-0.61%
-$3,771.15 
ACGL Arch Capital Group Ltd
-0.6%
-$1,427.4 
ROST Ross Stores, Inc.
-0.59%
-$1,420.5 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$7,592.19 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$774.4 
ZTR Virtus Total Return Fund Inc.
-0.58%
-$9,472 
SCHF Schwab International Equity ETF
-0.58%
-$1,152.64 
SBUX Starbucks Corporation
-0.57%
-$5,873.4 
NMRK Newmark Group Inc.
-0.56%
-$7,303.37 
VNQ Vanguard Real Estate ETF
-0.54%
-$2,209.68 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$1,475.64 
MYN BlackRock MuniYield New York Quality Fund, Inc.
-0.51%
-$1,650 
WELL Welltower Inc.
-0.51%
-$7,427.98 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,744.67 
ALL Allstate Corporation
-0.49%
-$6,113.96 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$327.5 
DMBS DoubleLine Mortgage ETF
-0.47%
-$207.69 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$4,026.96 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$4,155.86 
PEP PepsiCo, Inc.
-0.46%
-$5,351.68 
GOVI Invesco Equal Weight 0-30 Yr GovI Mutual Fund
-0.45%
-$39,117.12 
VGK Vanguard FTSE Europe ETF
-0.44%
-$52.4 
PSP Invesco Global Listed Private Equity ETF
-0.43%
-$2,792.14 
TRV The Travelers Companies, Inc.
-0.43%
-$3,201.32 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$10,186.4 
BNL Broadstone Net Lease Inc.
-0.42%
-$1,309.59 
HD The Home Depot, Inc.
-0.42%
-$10,237.5 
UHAL-B U-Haul Holding Company
-0.41%
-$6,717.88 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$22,904 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$3,124.34 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$229.36 
MBB iShares MBS ETF
-0.4%
-$14,471.44 
ETR Entergy Corporation
-0.38%
-$1,385.39 
VGT Vanguard Information Technology ETF
-0.38%
-$2,445.84 
AXP American Express Company
-0.38%
-$2,628.88 
MDT Medtronic plc
-0.37%
-$1,436.8 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$5,362.24 
ADSK Autodesk, Inc.
-0.33%
-$3,260.95 
GCOR Goldman Sachs Access U.S. Aggregate Bond ETF
-0.32%
-$2,328.95 
RDIV Invesco S&P Ultra Dividend Revenue ETF
-0.32%
-$3,044 
DBND DoubleLine Opportunistic Bond ETF
-0.31%
-$272.44 
CEG Constellation Energy Corporation
-0.31%
-$698.22 
CGSM Capital Group Short Duration Municipal Income ETF
-0.3%
-$600.48 
VXF Vanguard Extended Market ETF
-0.3%
-$8.52 
VST Vistra Corp
-0.29%
-$1,429.75 
VTV Vanguard Value ETF
-0.27%
-$5,338.23 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,543.18 
HIX Western Asset High Income Fund II Inc.
-0.26%
-$160 
BX Blackstone Inc.
-0.25%
-$2,091.57 
BOE BlackRock Enhanced Global Dividend Trust
-0.25%
-$532.5 
A Agilent Technologies Inc.
-0.24%
-$5,662.87 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.24%
-$337.7 
HUBB Hubbell Inc.
-0.24%
-$761.53 
COST Costco Wholesale Corporation
-0.24%
-$8,454.13 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.24%
-$31.75 
BNDX Vanguard Total International Bond ETF
-0.23%
-$3,611.3 
VB Vanguard Small-Cap ETF
-0.22%
-$1,816.26 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$9,178.8 
GTO Invesco Total Return Bond ETF
-0.22%
-$21,776.52 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,308.41 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$18,738.07 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$644.22 
MEDP Medpace Holdings Inc.
-0.21%
-$560.49 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$233.5 
MKL Markel Group Inc.
-0.2%
-$4,939.34 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$1,449.9 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.2%
-$350.52 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$135.75 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$5.76 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
-0.19%
-$1,234.22 
BKNG Booking Holdings Inc.
-0.18%
-$767.77 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$18.5 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$4.4 
FMHI First Trust Municipal High Income Fund
-0.17%
-$6,609.3 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$10.56 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$11,676 
TPR Tapestry Inc.
-0.14%
-$402.36 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$109.44 
SPIP SPDR Portfolio TIPS ETF
-0.12%
-$9.72 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.12%
-$7,099.38 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$66.36 
XLF Financial Select Sector SPDR Fund
-0.1%
-$2,213.94 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$11,168.9 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$2.43 
IROC Invesco Rochester High Yield Fund
-0.09%
-$3,173.54 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$67.5 
BINC iShares Flexible Income Active ETF
-0.08%
-$356.03 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,158.42 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$131.45 
SEIC SEI Investments Company
-0.06%
-$364.39 
CGBL Capital Group Core Balanced ETF
-0.05%
-$924 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.05%
-$4.63 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$75 
VO Vanguard Mid-Cap ETF
-0.05%
-$148.16 
HOOD Robinhood Markets, Inc.
-0.05%
-$84.52 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.04%
-$19.64 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$1 
DSCO DoubleLine Securitized Credit ETF
-0.04%
-$17.84 
XEL Xcel Energy Inc.
-0.04%
-$220.29 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.04%
-$17.22 
CGIE Capital Group International Equity ETF
-0.03%
-$349.5 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$904.81 
DABS DoubleLine Asset-Backed Securities ETF
-0.02%
-$1.57 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.02%
-$8.38 
TGT Target Corporation
-0.01%
-$47.99 
UBER Uber Technologies, Inc.
-0.01%
-$28.94 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3504 | Longs Won 2090/3504 59% | Profit Factor 7.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $245,950.33 |
| Average Win $86,695.86 | Best Trade (Aug 14) $5.77M | Sharpe Ratio -21.55 |
| Average Loss -$17,572.11 | Worst Trade (Sep 30) -$666,826.99 | Z-Score 3.46 (99.95%) |
| Commissions $0 | Avg. Trade Length 8m 3w 2d | Expectancy $44,597.23 |
| 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 | 40,000 | 36,000 | 32,000 | 28,000 | 24,000 | 20,000 | 16,000 | 12,000 | 8,000 | 4,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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 Barrett Schultz?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $4.75M, iShares Core MSCI Emerging Markets ETF - $4.59M, iShares Semiconductor ETF - $2.43M, Invesco S&P 500 Top 50 ETF - $1.8M, and Visa Inc. Class A - $1.74M. 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: Centene Corporation - $1.55M, Fiserv, Inc - $720,606.6, Comcast Corp - $531,586.24, CVS Health Corporation - $461,695.74, and Adobe Inc - $423,587.11. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Barrett Schultz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.59M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $766,312.9, VANGUARD FTSE DEVELOPED MARKETS ETF - $739,283.19, Vanguard S&P 500 ETF - $735,238.07, iShares Core Universal USD Bond ETF - $719,414.39, and iShares Core MSCI Emerging Markets ETF - $517,005.41. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Barrett Schultz's monthly returns?
Barrett Schultz's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Barrett Schultz's strategy be considered aggressive or moderate?
Barrett Schultz's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Barrett Schultz's strategy?
Barrett Schultz'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.
