JT
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:
25.72%
Gain -0.2%
Monthly
0.78%
Yearly
9.82%
Drawdown
15.54%
$765.05M
Equity
Holdings
$765.05M
Investment
$609.42M
$219.12M
Profit -$1.67M
Realized
$63.49M
Unrealized
$155.64M
Dividends
$27.46M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.2%
Profit
-$1.67M
Win %
72%
This Week
Compared To Last Week
Gain
-1.94%
Profit
-$15.11M
Win %
72%
This Month
Compared to last month
Gain
-2.04%
Profit
-$15.91M
Win %
72%
This Year
Compared to last year
Gain
6.83%
Profit
$48.91M
Win %
72%
ABBV AbbVie Inc.
+1.23%
+$8,108.88 
V Visa Inc. Class A
+1.21%
+$34,801.76 
IBOC International Bancshares Corporation
+1.15%
+$2,714.4 
USFD US Foods Holding Corp
+1.14%
+$3,331.12 
SNX TD Synnex Corporation
+1.06%
+$3,932.35 
JPM JPMorgan Chase & Co.
+0.91%
+$2,725.52 
IYG iShares U.S. Financial Services ETF
+0.88%
+$46,657.26 
ITT Itt Inc.
+0.74%
+$4,945.7 
SHW The Sherwin-Williams Company
+0.73%
+$1,448.36 
SYK Stryker Corporation
+0.7%
+$14,162.05 
PG Procter & Gamble Co
+0.67%
+$2,324.52 
MA Mastercard Incorporated
+0.64%
+$11,771.89 
IYF iShares U.S. Financials ETF
+0.64%
+$40,383.63 
FICO Fair Isaac Corporation
+0.63%
+$2,516.72 
VAW Vanguard Materials ETF
+0.58%
+$1,331.1 
IYR iShares U.S. Real Estate ETF
+0.56%
+$50,391.9 
XOM Exxon Mobil Corporation
+0.56%
+$2,699.44 
ICLN iShares Global Clean Energy ETF
+0.53%
+$15,869.92 
MCD McDonald's Corporation
+0.5%
+$4,948.73 
CVX Chevron Corporation
+0.45%
+$4,852.19 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
+0.42%
+$2,483.28 
MCK McKesson Corporation
+0.39%
+$9,081.51 
HUBB Hubbell Inc.
+0.34%
+$1,247.39 
BRK-B Berkshire Hathaway Inc.
+0.31%
+$4,984.32 
CAT Caterpillar Inc.
+0.31%
+$1,647.94 
XSMO Invesco S&P SmallCap Momentum ETF
+0.28%
+$2,835.25 
SCHD Schwab U.S. Dividend Equity ETF
+0.28%
+$1,156.86 
GWW W.W. Grainger, Inc.
+0.25%
+$5,467.51 
SCHM Schwab U.S. Mid-Cap ETF
+0.24%
+$615.14 
WM Waste Management, Inc.
+0.22%
+$3,373.23 
SCHE Schwab Emerging Markets Equity ETF
+0.22%
+$600.48 
TJX The TJX Companies, Inc.
+0.21%
+$615.3 
SCHV Schwab U.S. Large-Cap Value ETF
+0.18%
+$5,794.98 
HURN Huron Consulting Group Inc.
+0.17%
+$393.3 
XMMO Invesco S&P MidCap Momentum ETF
+0.16%
+$545.67 
JAVA JPMorgan Active Value ETF
+0.16%
+$35,577.12 
DIS The Walt Disney Company
+0.14%
+$343.8 
HD The Home Depot, Inc.
+0.14%
+$1,075.36 
NLR VanEck Uranium and Nuclear ETF
+0.14%
+$496.57 
GD General Dynamics Corporation
+0.14%
+$418.28 
JNJ Johnson & Johnson
+0.14%
+$1,954.26 
ETN Eaton Corporation plc
+0.14%
+$2,390.25 
PWRD TCW Transform Systems ETF
+0.13%
+$25,098.6 
ABLD Aba Fcf Real Asset Laddered ETF
+0.1%
+$2,141.15 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.08%
+$4,549.68 
ABFL Abacus FCF Leaders ETF
+0.08%
+$19,557.72 
IWM iShares Russell 2000 ETF
+0.08%
+$6,737.72 
WMT Walmart Inc.
+0.07%
+$427.95 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.06%
+$501.87 
HQY HealthEquity Inc.
+0.04%
+$121.16 
JSMD Janus Small-Mid Cap Growth Alpha Fund
+0.04%
+$138.99 
BINC iShares Flexible Income Active ETF
+0.04%
+$3,036.52 
STRC Strategy Inc
+0.04%
+$55.05 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$463.2 
CPAY Corpay, Inc.
+0.03%
+$121.95 
FDVV Fidelity High Dividend ETF
+0.03%
+$926.72 
XBIL U.S. Treasury 6-Month Bill ETF
+0.02%
+$85 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$73.46 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$153.69 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$30.3 
CHKP Check Point Software Technologies Ltd.
0%
+$5.47 
ABC AmerisourceBergen Corporation
0%
$0 
ASLV Allspring Special Large Value ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
QUIZ Zacks Quality International Fund
0%
$0 
ADBE Adobe Inc.
-8.43%
-$71,693.71 
CTAS Cintas Corporation
-3.19%
-$24,067.11 
AMZN Amazon.com Inc
-2.76%
-$73,770.2 
CRM Salesforce Inc
-2.64%
-$33,778.8 
IBM International Business Machines Corporation
-2.34%
-$7,838.18 
PLTR Palantir Technologies Inc.
-2.28%
-$7,104.24 
MSFT Microsoft Corp.
-2.01%
-$106,388.8 
INTU Intuit Inc.
-1.99%
-$22,216.32 
VEEV Veeva Systems Inc.
-1.97%
-$3,526.62 
CPRT Copart Inc.
-1.77%
-$5,328.4 
BR Broadridge Financial Solutions, Inc.
-1.66%
-$5,606.4 
ETHA iShares Ethereum Trust
-1.65%
-$2,258.97 
ORCL Oracle Corporation
-1.61%
-$5,585.52 
ETHW Bitwise Ethereum ETF
-1.46%
-$9,081.98 
BAI iShares A.I. Innovation and Tech Active ETF
-1.39%
-$257,240.6 
EW Edwards Lifesciences Corporation
-1.34%
-$3,784.65 
AIQ Global X Artificial Intelligence & Technology ETF
-1.31%
-$14,605.86 
AAPL Apple Inc.
-1.31%
-$82,561.54 
AVGO Broadcom Inc.
-1.22%
-$30,752.33 
MAGS Roundhill Magnificent Seven Fund
-1.13%
-$5,955.7 
UBER Uber Technologies, Inc.
-1.12%
-$7,768.02 
NFLX Netflix, Inc.
-1.12%
-$3,358.81 
TSLA Tesla, Inc.
-1.01%
-$11,777.37 
ITA iShares U.S. Aerospace & Defense ETF
-1.01%
-$29,012.2 
META Meta Platforms Inc Class A
-0.94%
-$19,498.47 
CHAT Roundhill Generative AI & Technology ETF
-0.89%
-$19,156.84 
EFG iShares MSCI EAFE Growth ETF
-0.88%
-$9,721.71 
MPWR Monolithic Power Systems, Inc.
-0.85%
-$3,815.98 
AVPT AvePoint, Inc.
-0.82%
-$1,625.39 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-0.81%
-$2,251.44 
IYW iShares U.S. Technology ETF
-0.79%
-$54,795.17 
QQQ Invesco QQQ Trust, Series 1
-0.78%
-$98,983.12 
ADP Automatic Data Processing Inc.
-0.78%
-$9,366.85 
IWP iShares Russell Mid-Cap Growth ETF
-0.77%
-$1,696.68 
XLK State Street Technology Select Sector SPDR ETF
-0.76%
-$3,558.43 
IBIT iShares Bitcoin Trust
-0.75%
-$11,425.05 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.72%
-$1,761.88 
IDXX IDEXX Laboratories, Inc.
-0.72%
-$1,927.19 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.71%
-$7,238.22 
LLY Eli Lilly and Company
-0.7%
-$20,573.29 
VUG Vanguard Growth ETF
-0.69%
-$4,984.32 
FBCG Fidelity Blue Chip Growth Fund
-0.68%
-$185,633.23 
IOO iShares Global 100 ETF
-0.66%
-$4,554.55 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.66%
-$210,207.14 
VGT Vanguard Information Technology ETF
-0.66%
-$16,707.84 
VONG Vanguard Russell 1000 Growth Fund
-0.64%
-$1,561.7 
BITB Bitwise Bitcoin ETF
-0.64%
-$29,176.4 
SMH VanEck Semiconductor ETF
-0.61%
-$15,091.62 
SSO ProShares Ultra S&P500
-0.59%
-$42,061.11 
PTNQ Pacer Trendpilot 100 ETF
-0.59%
-$1,550.61 
TLT iShares 20+ Year Treasury Bond ETF
-0.58%
-$1,393.42 
STE STERIS plc
-0.56%
-$1,302.21 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.54%
-$19,481.38 
IEMG iShares Core MSCI Emerging Markets ETF
-0.54%
-$90,068.88 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.5%
-$3,081.33 
EFA iShares MSCI EAFE ETF
-0.5%
-$181,876.76 
IGM iShares Expanded Tech Sector ETF
-0.48%
-$9,760.68 
NVDA NVIDIA Corporation
-0.45%
-$32,080.81 
BKNG Booking Holdings Inc.
-0.45%
-$11,424.5 
TLH iShares 10-20 Year Treasury Bond ETF
-0.44%
-$12,012.44 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.42%
-$116,436.6 
GOOG Alphabet Inc
-0.42%
-$7,263.8 
QQQI Neos NASDAQ-100 High Income ETF
-0.41%
-$2,234.4 
IAU iShares Gold Trust
-0.4%
-$17,249.6 
OEF iShares S&P 100 ETF
-0.38%
-$4,456.05 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.37%
-$2,725.05 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.36%
-$3,635.37 
VOT Vanguard Mid-Cap Growth ETF
-0.36%
-$1,189.32 
VFLO VictoryShares Free Cash Flow ETF
-0.35%
-$1,058.56 
ACWI iShares MSCI ACWI ETF
-0.35%
-$55,697.22 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$62,373.75 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.34%
-$26,350.5 
VOO Vanguard S&P 500 ETF
-0.33%
-$8,831.17 
QUAL iShares MSCI USA Quality Factor ETF
-0.32%
-$1,177.4 
IVV iShares Core S&P 500 ETF
-0.32%
-$346,630.97 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.32%
-$3,849.86 
JMUB JPMorgan Municipal Bond ETF
-0.3%
-$3,044.1 
BRO Brown & Brown Inc.
-0.29%
-$583.45 
IEV iShares Europe ETF
-0.28%
-$2,867.13 
FBND Fidelity Total Bond ETF
-0.27%
-$17,174 
GOOGL Alphabet Inc
-0.26%
-$18,849.92 
AOA iShares Core Aggressive Allocation ETF
-0.26%
-$16,176.94 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$623.39 
SPYI NEOS S&P 500 High Income ETF
-0.26%
-$7,662.33 
PTIN Pacer Trendpilot International ETF
-0.26%
-$1,153.44 
CLS Celestica Inc.
-0.25%
-$1,793.4 
AGG iShares Core U.S. Aggregate Bond ETF
-0.25%
-$81,380.67 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.25%
-$16,324.56 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.25%
-$15,571.83 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.24%
-$7,991.49 
IWB iShares Russell 1000 ETF
-0.23%
-$2,096.2 
VTEB Vanguard Tax-Exempt Bond ETF
-0.22%
-$8,309.07 
FAST Fastenal Co.
-0.22%
-$1,172.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$6,121.36 
FQAL Fidelity Quality Factor ETF
-0.21%
-$7,356.92 
ZECP Zacks Earnings Consistent Portfolio
-0.21%
-$2,969.82 
IVLU iShares MSCI International Value Factor ETF
-0.21%
-$1,924.92 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.19%
-$1,798.2 
IEI iShares 3-7 Year Treasury Bond ETF
-0.19%
-$8,011.08 
AOK iShares Core Conservative Allocation ETF
-0.18%
-$920.4 
MUB iShares National Muni Bond ETF
-0.18%
-$38,043.72 
PGR Progressive Corporation
-0.17%
-$496.64 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.17%
-$3,677.22 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.17%
-$2,147.93 
APH Amphenol Corporation
-0.16%
-$1,532.7 
EFV iShares MSCI EAFE Value ETF
-0.14%
-$13,580.05 
JSI Janus Henderson Securitized Income ETF
-0.12%
-$491.04 
JEPI JPMorgan Equity Premium Income Fund
-0.11%
-$1,023.84 
BRTR iShares Total Return Act ETF
-0.1%
-$9,777.32 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.1%
-$2,392.55 
ACN Accenture plc Class A
-0.1%
-$224.32 
COWZ Pacer US Cash Cows 100 ETF
-0.09%
-$5,687.76 
IDV iShares International Select Dividend ETF
-0.09%
-$210.04 
DJP iPath Bloomberg Commodity Index Total Return ETN
-0.09%
-$7,952 
EUSA iShares MSCI USA Equal Weighted ETF
-0.08%
-$568.14 
VO Vanguard Mid-Cap ETF
-0.08%
-$528.56 
COST Costco Wholesale Corporation
-0.07%
-$640.9 
G Genpact Ltd.
-0.06%
-$122.14 
INMU iShares Intermediate Muni Income Active ETF
-0.06%
-$2,586.6 
IVE ISHARES S&P 500 VALUE ETF
-0.01%
-$26.36 Events
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Dividends
Dividend Analysis
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| Trades 1397 | Longs Won 993/1397 71% | Profit Factor 14.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $692,521.45 |
| Average Win $237,079.9 | Best Trade (Jun 11) $14.74M | Sharpe Ratio -6.41 |
| Average Loss -$40,336.84 | Worst Trade (Jun 11) -$2.24M | Z-Score 9.91 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 6d | Expectancy $156,853.44 |
| 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 | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
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Returns
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Option values are updated at end of day.
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