Jessica Thayer Portfolio
Invests via Unique Wealth LLC | Managed by Jessica R. Thayer, Curtis H. Parry
Invests via Unique Wealth LLC
Managed by Jessica R. Thayer, Curtis H. Parry
Automatically Tracked
Jessica Thayer Profile
Jessica Thayer stands out as a seasoned entrepreneurial founder with a notable track record in the technology sector. Her expertise extends across several successful ventures, where she has demonstrated an acute ability to innovate and adapt in fast-paced markets. With a background rooted in software development and digital solutions, she has played pivotal roles in driving growth for emerging tech companies. Jessica's leadership style emphasizes collaboration and strategic vision, positioning her as a key player in fostering industry advancements. Additionally, her involvement with various startup incubators highlights her commitment to nurturing new talent within the entrepreneurial ecosystem.
Jessica Thayer stands out as a seasoned entrepreneurial founder with a notable track record in the technology sector. Her expertise extends across several successful ventures, where she has demonstrated an acute ability to innovate and adapt in fast-paced markets. With a background rooted in software development and digital solutions, she has played pivotal roles in driving growth for emerging tech companies. Jessica's leadership style emphasizes collaboration and strategic vision, positioning her as a key player in fostering industry advancements. Additionally, her involvement with various startup incubators highlights her commitment to nurturing new talent within the entrepreneurial ecosystem.
Investment Philosophy & Strategy
Through a growth-oriented lens, Jessica Thayer leverages her extensive experience in the technology realm to identify and nurture high-potential ventures. Her hands-on approach to entrepreneurship is characterized by an emphasis on innovation, ensuring that each project remains relevant within rapidly evolving landscapes. She consistently prioritizes building scalable business models while fostering strong teams capable of executing transformative ideas. With a deep understanding of market dynamics, she effectively navigates competitive environments and drives strategic collaborations that enhance value creation for stakeholders. By mentoring emerging talent through startup incubators, she exemplifies her commitment to shaping the future of tech entrepreneurship.
Through a growth-oriented lens, Jessica Thayer leverages her extensive experience in the technology realm to identify and nurture high-potential ventures. Her hands-on approach to entrepreneurship is characterized by an emphasis on innovation, ensuring that each project remains relevant within rapidly evolving landscapes. She consistently prioritizes building scalable business models while fostering strong teams capable of executing transformative ideas. With a deep understanding of market dynamics, she effectively navigates competitive environments and drives strategic collaborations that enhance value creation for stakeholders. By mentoring emerging talent through startup incubators, she exemplifies her commitment to shaping the future of tech entrepreneurship.
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:
75.65%
Gain -2.15%
Monthly
1.69%
Yearly
22.26%
Drawdown
23.43%
$798.79M
Equity
Holdings
$798.79M
Investment
$647.1M
$225.67M
Profit -$9.68M
Realized
$73.98M
Unrealized
$151.69M
Dividends
$30.13M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.15%
Profit
-$9.68M
Win %
74%
This Week
Compared To Last Week
Gain
-0.95%
Profit
-$7.63M
Win %
74%
This Month
Compared to last month
Gain
-1.77%
Profit
-$14.4M
Win %
74%
This Year
Compared to last year
Gain
10.45%
Profit
$75.56M
Win %
72%
MU Micron Technology, Inc.
+12.17%
+$80,495.02 
APH Amphenol Corporation
+4.85%
+$23,783.43 
ORCL Oracle Corporation
+4.74%
+$11,551.75 
IEMG iShares Core MSCI Emerging Markets ETF
+2.71%
+$35,770.35 
TSLA Tesla, Inc.
+2.53%
+$26,938.05 
VGT Vanguard Information Technology ETF
+2.46%
+$59,336.32 
XOM Exxon Mobil Corporation
+2.26%
+$12,247.6 
AVGO Broadcom Inc.
+2.21%
+$36,028.8 
NVDA NVIDIA Corporation
+1.97%
+$105,342.7 
EFG iShares MSCI EAFE Growth ETF
+1.73%
+$14,947.36 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.66%
+$8,016.42 
VUG Vanguard Growth ETF
+0.94%
+$4,852.8 
IWB iShares Russell 1000 ETF
+0.84%
+$5,342.02 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$174,507.72 
VOO Vanguard S&P 500 ETF
+0.83%
+$22,260.7 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.7%
+$1,710.06 
VIG Vanguard Dividend Appreciation ETF
+0.43%
+$2,459.22 
ETN Eaton Corporation plc
+0.38%
+$2,838.22 
AAPL Apple Inc.
+0.35%
+$21,659.1 
IYG iShares U.S. Financial Services ETF
+0.27%
+$19,378.83 
IBRX ImmunityBio, Inc.
+0.07%
+$164.69 
IXG iShares Global Financials ETF
+0.06%
+$280.24 
BRK-B Berkshire Hathaway Inc.
+0.04%
+$341.82 
ABLD Aba Fcf Real Asset Laddered ETF
+0.01%
+$347.89 
PTIN Pacer Trendpilot International ETF
0%
+$12.38 
ABBV AbbVie Inc.
0%
$0 
ABFL Abacus FCF Leaders ETF
0%
$0 
ABNB Airbnb, Inc.
0%
$0 
ACWI iShares MSCI ACWI ETF
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AIQ Global X Artificial Intelligence & Technology ETF
0%
$0 
AOA iShares Core Aggressive Allocation ETF
0%
$0 
AOK iShares Core Conservative Allocation ETF
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
AON Aon plc
0%
$0 
AOR iShares Core 60/40 Balanced Allocation ETF
0%
$0 
ASLV Allspring Special Large Value ETF
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
BBUS JPMorgan Betabuilders U.S. Equity Fund
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BITB Bitwise Bitcoin ETF
0%
$0 
BRIE
0%
$0 
BRTR iShares Total Return Act ETF
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CHAT Roundhill Generative AI & Technology ETF
0%
+$0.1 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
DJP iPath Bloomberg Commodity Index Total Return ETN
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EMGF iShares MSCI Emerging Markets Multifactor ETF
0%
$0 
EMOP AB Emerging Markets Opportunities ETF
0%
$0 
ETHB iShares Staked Ethereum Trust ETF
0%
$0 
ETHW Bitwise Ethereum ETF
0%
$0 
EUSA iShares MSCI USA Equal Weighted ETF
0%
$0 
FBCG Fidelity Blue Chip Growth Fund
0%
+$0.4 
FBND Fidelity Total Bond ETF
0%
$0 
FDVV Fidelity High Dividend ETF
0%
$0 
FQAL Fidelity Quality Factor ETF
0%
$0 
GD General Dynamics Corporation
0%
$0 
GLTR abrdn Physical Precious Metals Basket Shares ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IBOC International Bancshares Corporation
0%
$0 
ICLN iShares Global Clean Energy ETF
0%
$0 
IDV iShares International Select Dividend ETF
0%
$0 
IEI iShares 3-7 Year Treasury Bond ETF
0%
$0 
IEV iShares Europe ETF
0%
$0 
IGM iShares Expanded Tech Sector ETF
0%
$0 
INMU iShares Intermediate Muni Income Active ETF
0%
$0 
INTU Intuit Inc.
0%
$0 
IOO iShares Global 100 ETF
0%
-$0.01 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVLU iShares MSCI International Value Factor ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$1.52 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
IYR iShares U.S. Real Estate ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
JAVA JPMorgan Active Value ETF
0%
$0 
JBND JPMorgan Active Bond ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
0%
+$1.25 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JGLO JPMorgan Global Select Equity ETF
0%
$0 
JGRO JPMorgan Active Growth ETF
0%
$0 
JIRE JPMorgan International Research Enhanced Equity ETF
0%
$0 
JIVE JPMorgan International Value ETF
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JSMD Janus Small-Mid Cap Growth Alpha Fund
0%
-$7.26 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MA Mastercard Incorporated
0%
$0 
MAGS Roundhill Magnificent Seven Fund
0%
$0 
MCD McDonald's Corporation
0%
-$0.03 
META Meta Platforms Inc Class A
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NLR VanEck Uranium and Nuclear ETF
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
OEF iShares S&P 100 ETF
0%
+$0.01 
PG Procter & Gamble Co
0%
$0 
PGR Progressive Corporation
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PTNQ Pacer Trendpilot 100 ETF
0%
$0 
PWRD TCW Transform Systems ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
+$0.05 
QQQI Neos NASDAQ-100 High Income ETF
0%
$0 
QUIZ Zacks Quality International Fund
0%
$0 
QYLD Global X Nasdaq 100 Covered Call ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
-$0.09 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
0%
$0 
SMMU PIMCO Short Term Municipal Bond Active ETF
0%
$0 
SNX TD Synnex Corporation
0%
+$0.01 
SPGI S&P Global Inc.
0%
$0 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
SPYI NEOS S&P 500 High Income ETF
0%
$0 
SSO ProShares Ultra S&P500
0%
$0 
TAXF American Century Diversified Municipal Bond ETF
0%
$0 
TLH iShares 10-20 Year Treasury Bond ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
V Visa Inc. Class A
0%
$0 
VAW Vanguard Materials ETF
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VFLO VictoryShares Free Cash Flow ETF
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
VOT Vanguard Mid-Cap Growth ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
$0 
WM Waste Management, Inc.
0%
$0 
XBIL U.S. Treasury 6-Month Bill ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.04 
XMMO Invesco S&P MidCap Momentum ETF
0%
$0 
XSMO Invesco S&P SmallCap Momentum ETF
0%
$0 
ZECP Zacks Earnings Consistent Portfolio
0%
$0 
ADP Automatic Data Processing Inc.
-3.53%
-$21,494.68 
ACN Accenture plc Class A
-2.67%
-$20,801.25 
WMT Walmart Inc.
-1.61%
-$8,870.81 
GOOG Alphabet Inc
-1.47%
-$24,589.46 
SYK Stryker Corporation
-1.43%
-$13,994.67 
GOOGL Alphabet Inc
-1.37%
-$63,771.71 
AMZN Amazon.com Inc
-0.98%
-$24,831.98 
COST Costco Wholesale Corporation
-0.7%
-$6,323.37 
GWW W.W. Grainger, Inc.
-0.7%
-$8,081.98 
XLC Communication Services Select Sector SPDR Fund
-0.69%
-$1,689.38 
TJX The TJX Companies, Inc.
-0.42%
-$2,289.3 
MCK McKesson Corporation
-0.32%
-$3,736.15 
DIS The Walt Disney Company
-0.28%
-$646.11 
JIG JPMorgan International Growth ETF
-0.18%
-$829.67 
JSI Janus Henderson Securitized Income ETF
-0.04%
-$253.36 
IYK iShares U.S. Consumer Staples ETF
-0.01%
-$464.29 Events
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Dividends
Dividend Analysis
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| Trades 1567 | Longs Won 1109/1567 70% | Profit Factor 16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $647,754.11 |
| Average Win $217,046.94 | Best Trade (Jul 22) $15.25M | Sharpe Ratio -9.6 |
| Average Loss -$32,838.27 | Worst Trade (Jul 24) -$2.13M | Z-Score 13.03 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 1d | Expectancy $144,010.93 |
| 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 | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Jessica Thayer?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $19.8M, SPDR S&P 500 ETF Trust - $11.01M, Schwab U.S. Large-Cap Growth ETF - $8.99M, ProShares Ultra S&P500 - $6.34M, and Pacer US Cash Cows 100 ETF - $6.25M. 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: Fiserv, Inc - $577,403.9, Adobe Inc - $572,393.65, Accenture plc Class A - $460,926.3, VictoryShares US Equity Income Enhanced Volatility Wtd ETF - $320,414.37, and Strategy Inc - $222,406.96. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jessica Thayer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $30.13M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $3.62M, iShares Core U.S. Aggregate Bond ETF - $2.63M, iShares MSCI EAFE ETF - $2.24M, Global X Nasdaq 100 Covered Call ETF - $1.98M, and iShares National Muni Bond ETF - $1.64M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jessica Thayer's monthly returns?
Jessica Thayer'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 Jessica Thayer's strategy be considered aggressive or moderate?
Jessica Thayer'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 Jessica Thayer's strategy?
Jessica Thayer'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.
