Melissa Phillips Portfolio
Invests via EAGLE WEALTH STRATEGIES LLC | Managed by Christopher Tully, Paul Tully, Steffanie Lerch, Jessica Ortega, David Koehler, Ryan Miller
Invests via EAGLE WEALTH STRATEGIES LLC
Managed by Christopher Tully, Paul Tully, Steffanie Lerch, Jessica Ortega, David Koehler, Ryan Miller
Automatically Tracked
Melissa Phillips Profile
Senior investor and operator focused on growth-stage tech and consumer businesses with operating experience across go-to-market and product scaling. Melissa Phillips is known for previously leading business development and partnerships at high-growth startups and advising venture funds; background includes roles in corporate strategy, M&A advisory, and board-level governance. Active angel investor and mentor, concentrates on SaaS, marketplaces and direct-to-consumer, bringing operator-to-operator credibility to early-stage capital decisions.
Senior investor and operator focused on growth-stage tech and consumer businesses with operating experience across go-to-market and product scaling. Melissa Phillips is known for previously leading business development and partnerships at high-growth startups and advising venture funds; background includes roles in corporate strategy, M&A advisory, and board-level governance. Active angel investor and mentor, concentrates on SaaS, marketplaces and direct-to-consumer, bringing operator-to-operator credibility to early-stage capital decisions.
Investment Philosophy & Strategy
Brings an operator-driven, growth-stage investment approach focused on SaaS, marketplaces and DTC companies. Prioritizes founders with clear product-market fit and scalable go-to-market motion, underwriting deals with unit-economics, retention and CAC payback metrics. Prefers active, hands-on capital with concentrated positions and follow-on reserves to accelerate scaling via partnerships and commercial integrations. Time horizon is growth-oriented (3–7+ years), emphasizing operational improvements, data-driven KPIs and founder alignment.
Brings an operator-driven, growth-stage investment approach focused on SaaS, marketplaces and DTC companies. Prioritizes founders with clear product-market fit and scalable go-to-market motion, underwriting deals with unit-economics, retention and CAC payback metrics. Prefers active, hands-on capital with concentrated positions and follow-on reserves to accelerate scaling via partnerships and commercial integrations. Time horizon is growth-oriented (3–7+ years), emphasizing operational improvements, data-driven KPIs and founder alignment.
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:
3.94%
Gain
Monthly
0.13%
Yearly
1.53%
Drawdown
30.91%
$262.43M
Equity
Holdings
$262.43M
Investment
$197.52M
$71.23M
Profit +$558,238.15
Realized
$6.32M
Unrealized
$64.91M
Dividends
$7.05M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$558,238.15
Win %
76%
This Week
Compared To Last Week
Gain
-0.08%
Profit
-$215,646.55
Win %
76%
This Month
Compared to last month
Gain
0.31%
Profit
$800,093.12
Win %
76%
This Year
Compared to last year
Gain
0.23%
Profit
$630,409.56
Win %
77%
ACN Accenture plc Class A
+4.61%
+$33,325.36 
BSX Boston Scientific Corporation
+3.81%
+$12,977.32 
ADBE Adobe Inc.
+3.78%
+$9,561.09 
PFIS Peoples Financial Services Corp.
+3.76%
+$73,061.65 
ITW Illinois Tool Works Inc.
+3.71%
+$23,768.64 
OCFC OceanFirst Financial Corp.
+3.69%
+$19,138.32 
MRK Merck & Co., Inc.
+3.56%
+$45,777.5 
FULT Fulton Financial Corporation
+3.12%
+$65,943.33 
NWFL Norwood Financial Corp
+3.09%
+$22,586.88 
ABBV AbbVie Inc.
+3.03%
+$9,197.01 
PM Philip Morris International Inc.
+3%
+$6,260.45 
UNH UnitedHealth Group Incorporated
+2.76%
+$10,062.88 
CSX CSX Corporation
+2.7%
+$11,687.42 
T AT&T Inc.
+2.68%
+$15,352.33 
AJG Arthur J. Gallagher & Co.
+2.59%
+$35,541.12 
AZO AutoZone Inc.
+2.58%
+$6,200.55 
VZ Verizon Communications Inc.
+2.54%
+$10,965.4 
MCD McDonald's Corporation
+2.5%
+$8,058.53 
KO The Coca-Cola Company
+2.49%
+$12,123.7 
BDX Becton, Dickinson and Company
+2.46%
+$6,103.62 
WMT Walmart Inc.
+2.39%
+$8,971.15 
PEP PepsiCo, Inc.
+2.34%
+$8,413.18 
MSFT Microsoft Corp.
+2.09%
+$63,447.52 
HCA HCA Healthcare Inc.
+2.04%
+$4,006.68 
BMY Bristol-Myers Squibb Company
+2.03%
+$4,704.07 
XLV Health Care Select Sector SPDR Fund
+2.01%
+$242,344.62 
V Visa Inc. Class A
+1.84%
+$11,445 
DIS The Walt Disney Company
+1.77%
+$6,054.4 
AAPL Apple Inc.
+1.65%
+$47,752.2 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+1.6%
+$441,113.36 
PG Procter & Gamble Co
+1.59%
+$4,634.18 
EXC Exelon Corporation
+1.37%
+$3,665.62 
AVUV Avantis U.S. Small Cap Value ETF
+1.26%
+$408,631.07 
LLY Eli Lilly and Company
+1.24%
+$59,070.95 
LNG Cheniere Energy Inc.
+1.21%
+$5,905.5 
DE Deere & Company
+1.17%
+$2,933.49 
CVS CVS Health Corporation
+1.08%
+$3,748.32 
CVX Chevron Corporation
+1.06%
+$19,977.6 
ACGL Arch Capital Group Ltd
+0.89%
+$5,336.32 
DHR Danaher Corporation
+0.89%
+$2,143.78 
MMM 3M Company
+0.81%
+$1,632.8 
VONV Vanguard Russell 1000 Value Index Fund
+0.75%
+$4,237.11 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.74%
+$6,136.76 
SO The Southern Company
+0.74%
+$2,216.2 
WFC Wells Fargo & Company
+0.74%
+$2,122.05 
XOM Exxon Mobil Corporation
+0.73%
+$31,549.84 
JNJ Johnson & Johnson
+0.73%
+$3,735 
AMZN Amazon.com Inc
+0.61%
+$29,094.54 
EOG EOG Resources, Inc.
+0.57%
+$1,318.2 
BX Blackstone Inc.
+0.5%
+$1,989.45 
PNC The PNC Financial Services Group, Inc.
+0.5%
+$16,732.8 
APD Air Products and Chemicals, Inc.
+0.49%
+$3,197.25 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.38%
+$72,673.1 
AKBA Akebia Therapeutics Inc.
+0.36%
+$50 
VYM Vanguard High Dividend Yield ETF
+0.31%
+$1,321.04 
GOOG Alphabet Inc
+0.29%
+$5,040.04 
GOOGL Alphabet Inc
+0.27%
+$1,647.88 
BRK-B Berkshire Hathaway Inc.
+0.16%
+$346.79 
BAC Bank of America Corporation
+0.14%
+$763.04 
GAB Gabelli Equity Trust Inc.
+0.09%
+$93.12 
ROK Rockwell Automation, Inc.
+0.04%
+$273.1 
G2004J103
0%
$0 
GLW Corning Incorporated
-10.38%
-$21,695.78 
MRVL Marvell Technology, Inc.
-8.61%
-$92,282.25 
COHR Coherent Corp.
-7.37%
-$74,954.8 
LITE Lumentum Holdings Inc.
-7.2%
-$28,602.29 
GE General Electric Company
-5.88%
-$15,373.63 
AMD Advanced Micro Devices, Inc.
-5.82%
-$158,642.7 
MU Micron Technology, Inc.
-5.6%
-$84,559.9 
UFOX Defiance Connective Technologies ETF
-4.7%
-$10,319.08 
UEC Uranium Energy Corp.
-4.65%
-$7,257.74 
OCGN Ocugen Inc.
-4.54%
-$910 
FFIV F5 Inc.
-4.49%
-$13,424.18 
ORCL Oracle Corporation
-4.27%
-$25,441.7 
CAT Caterpillar Inc.
-4.13%
-$44,379.75 
AVGO Broadcom Inc.
-4.1%
-$42,003.28 
CCJ Cameco Corporation
-3.99%
-$21,616.65 
ARTY iShares Future AI & Tech ETF
-3.72%
-$8,655.36 
QCOM QUALCOMM Incorporated
-3.65%
-$11,437.9 
GEV GE Vernova Inc.
-3.16%
-$11,128.87 
ARKG ARK Genomic Revolution ETF
-2.91%
-$7,156.8 
CEG Constellation Energy Corporation
-2.76%
-$13,056.02 
AMAT Applied Materials, Inc.
-2.66%
-$14,658.5 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.41%
-$7,714.69 
NVDA NVIDIA Corporation
-2.41%
-$80,942.08 
SPCX Space Exploration Technologies Corp. Class A
-2.12%
-$12,920.25 
ARKW ARK Next Generation Internet ETF
-2.02%
-$5,692.96 
GLD SPDR Gold Shares
-1.76%
-$10,551.42 
META Meta Platforms Inc Class A
-1.7%
-$14,508.79 
DFEV Dimensional Emerging Markets Value ETF
-1.68%
-$333,750.93 
RTX RTX Corporation
-1.51%
-$4,422.06 
CRWD CrowdStrike Holdings, Inc.
-1.4%
-$4,785.84 
VONG Vanguard Russell 1000 Growth Fund
-1.36%
-$7,060.13 
TSLA Tesla, Inc.
-1.34%
-$6,104.66 
SPXC Spx Technologies Inc.
-1.13%
-$2,878.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.99%
-$4,982.6 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.96%
-$2,432.1 
GUT The Gabelli Utility Trust
-0.87%
-$1,090.09 
PEG Public Service Enterprise Group Incorporated
-0.85%
-$2,225.64 
RCL Royal Caribbean Group
-0.82%
-$1,843.65 
ASML ASML Holding N.V. New York Registry Shares
-0.77%
-$1,428 
IEFA iShares Core MSCI EAFE ETF
-0.69%
-$3,993.2 
PANW Palo Alto Networks, Inc.
-0.66%
-$1,456.25 
SSO ProShares Ultra S&P500
-0.52%
-$1,653.48 
JPM JPMorgan Chase & Co.
-0.46%
-$13,118.2 
TTWO Take-Two Interactive Software, Inc.
-0.36%
-$1,473.79 
VGK Vanguard FTSE Europe ETF
-0.29%
-$632.06 
SPY SPDR S&P 500 ETF Trust
-0.28%
-$10,560.16 
VOO Vanguard S&P 500 ETF
-0.27%
-$164,575.44 
NOC Northrop Grumman Corporation
-0.27%
-$1,411.41 
IWB iShares Russell 1000 ETF
-0.22%
-$3,450.6 
NEE NextEra Energy, Inc.
-0.16%
-$1,625.6 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.15%
-$226.35 
SCHW Charles Schwab Corporation
-0.15%
-$737.02 
VO Vanguard Mid-Cap ETF
-0.11%
-$1,780.35 
F Ford Motor Company
-0.11%
-$166.46 
PAVE Global X U.S. Infrastructure Development ETF
-0.08%
-$352.57 
IWM iShares Russell 2000 ETF
-0.02%
-$147.84 Events
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Dividends
Dividend Analysis
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| Trades 948 | Longs Won 698/948 73% | Profit Factor 21.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $636,243.2 |
| Average Win $107,076.85 | Best Trade (Jul 15) $16.61M | Sharpe Ratio -12.45 |
| Average Loss -$14,037.95 | Worst Trade (Jul 15) -$1.14M | Z-Score 13.34 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 2d | Expectancy $75,137.29 |
| 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 |
Hover over the desired column for a detailed explanation.
Returns
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