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:
54.54%
Gain -0.46%
Monthly
1.37%
Yearly
17.72%
Drawdown
18.04%
$267.6M
Equity
Holdings
$267.6M
Investment
$197.52M
$77.42M
Profit -$889,538.55
Realized
$7.34M
Unrealized
$70.08M
Dividends
$7.1M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.46%
Profit
-$889,538.55
Win %
79%
This Week
Compared To Last Week
Gain
-0.74%
Profit
-$2M
Win %
79%
This Month
Compared to last month
Gain
-0.33%
Profit
-$889,538.55
Win %
79%
This Year
Compared to last year
Gain
2.21%
Profit
$5.8M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$677,726.53 
SPXC Spx Technologies Inc.
+10.2%
+$23,876 
GOOG Alphabet Inc
+6.88%
+$107,223.96 
GOOGL Alphabet Inc
+6.73%
+$37,142.91 
COHR Coherent Corp.
+5.55%
+$46,980.55 
FFIV F5 Inc.
+3.56%
+$9,812.21 
META Meta Platforms Inc Class A
+3.28%
+$22,170.71 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$9,339.84 
MSFT Microsoft Corp.
+3.02%
+$104,492.56 
LITE Lumentum Holdings Inc.
+2.99%
+$10,929.61 
NVDA NVIDIA Corporation
+2.93%
+$90,269.5 
CVX Chevron Corporation
+2.35%
+$47,030.6 
MRVL Marvell Technology, Inc.
+2.32%
+$22,147.74 
GLW Corning Incorporated
+2.24%
+$3,629.94 
EOG EOG Resources, Inc.
+2.19%
+$5,374.22 
LNG Cheniere Energy Inc.
+2.13%
+$10,496.57 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$4,946.74 
ROK Rockwell Automation, Inc.
+1.93%
+$15,482.45 
PANW Palo Alto Networks, Inc.
+1.89%
+$3,843.75 
ORCL Oracle Corporation
+1.81%
+$10,383.45 
HCA HCA Healthcare Inc.
+1.72%
+$3,529.19 
ACN Accenture plc Class A
+1.61%
+$13,868.04 
BSX Boston Scientific Corporation
+1.59%
+$5,776.49 
VZ Verizon Communications Inc.
+1.52%
+$7,042 
NOC Northrop Grumman Corporation
+1.43%
+$7,637.63 
GE General Electric Company
+1.42%
+$3,646.75 
SSO ProShares Ultra S&P500
+1.35%
+$4,087.78 
WFC Wells Fargo & Company
+1.19%
+$3,355.8 
AMAT Applied Materials, Inc.
+1.18%
+$5,605.02 
ITW Illinois Tool Works Inc.
+1.15%
+$7,663.5 
ADBE Adobe Inc.
+1.01%
+$2,826.27 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.96%
+$2,869.97 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.93%
+$1,358.1 
SCHW Charles Schwab Corporation
+0.87%
+$4,327.05 
NWFL Norwood Financial Corp
+0.86%
+$6,823.12 
GEV GE Vernova Inc.
+0.85%
+$2,775.54 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$4,121.81 
MCD McDonald's Corporation
+0.82%
+$2,670.81 
TSLA Tesla, Inc.
+0.76%
+$2,723.42 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$27,111.33 
VOO Vanguard S&P 500 ETF
+0.71%
+$424,315.51 
CAT Caterpillar Inc.
+0.7%
+$6,662.24 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,778.85 
IWB iShares Russell 1000 ETF
+0.64%
+$9,891.76 
ARTY iShares Future AI & Tech ETF
+0.6%
+$1,352.4 
EXC Exelon Corporation
+0.53%
+$1,407.6 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$93,451.04 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$15,404.67 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$2,037.12 
CSX CSX Corporation
+0.42%
+$1,837.92 
RTX RTX Corporation
+0.39%
+$1,259.16 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$2,197.02 
AVGO Broadcom Inc.
+0.37%
+$3,738.24 
PG Procter & Gamble Co
+0.37%
+$1,045.16 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$848.16 
BAC Bank of America Corporation
+0.36%
+$1,974.94 
AZO AutoZone Inc.
+0.32%
+$784.07 
MRK Merck & Co., Inc.
+0.32%
+$4,265.74 
UFOX Defiance Connective Technologies ETF
+0.28%
+$583.76 
JPM JPMorgan Chase & Co.
+0.27%
+$7,659.12 
SO The Southern Company
+0.21%
+$633.2 
JNJ Johnson & Johnson
+0.21%
+$1,099.75 
T AT&T Inc.
+0.17%
+$1,068.36 
MMM 3M Company
+0.12%
+$263.75 
BDX Becton, Dickinson and Company
+0.1%
+$272.34 
WMT Walmart Inc.
+0.09%
+$333.51 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$14,510.91 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$10,367.4 
DIS The Walt Disney Company
+0.03%
+$105.6 
VYM Vanguard High Dividend Yield ETF
0%
$0 
GUT The Gabelli Utility Trust
0%
$0 G200
G2004J103
0%
$0 
AAPL Apple Inc.
-7.35%
-$216,830.36 
MU Micron Technology, Inc.
-5.9%
-$86,170.37 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$17,212.02 
AJG Arthur J. Gallagher & Co.
-2.75%
-$38,973.38 
QCOM QUALCOMM Incorporated
-2.63%
-$7,018.43 
ABBV AbbVie Inc.
-2.51%
-$8,035.74 
OCGN Ocugen Inc.
-2.38%
-$420 
AKBA Akebia Therapeutics Inc.
-2.22%
-$300 
CCJ Cameco Corporation
-2.1%
-$11,016.75 
AMD Advanced Micro Devices, Inc.
-1.9%
-$47,623.06 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$7,549.72 
ARKG ARK Genomic Revolution ETF
-1.78%
-$4,174.8 
APD Air Products and Chemicals, Inc.
-1.77%
-$11,708.55 
OCFC OceanFirst Financial Corp.
-1.68%
-$8,771.73 
UNH UnitedHealth Group Incorporated
-1.68%
-$6,165.05 
GLD SPDR Gold Shares
-1.49%
-$9,025.7 
UEC Uranium Energy Corp.
-1.44%
-$2,161.88 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,288.87 
F Ford Motor Company
-1.21%
-$1,997.46 
NEE NextEra Energy, Inc.
-1.15%
-$11,323.11 
DE Deere & Company
-1.13%
-$2,903.6 
RCL Royal Caribbean Group
-1.13%
-$2,784.61 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$2,847.51 
PFIS Peoples Financial Services Corp.
-1.05%
-$21,491.25 
ARKW ARK Next Generation Internet ETF
-1.02%
-$2,684.64 
KO The Coca-Cola Company
-1.02%
-$5,322.6 
XOM Exxon Mobil Corporation
-0.97%
-$45,538.92 
CVS CVS Health Corporation
-0.75%
-$2,597.52 
GAB Gabelli Equity Trust Inc.
-0.71%
-$744.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,345.43 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,754.8 
PM Philip Morris International Inc.
-0.61%
-$1,361.71 
DHR Danaher Corporation
-0.61%
-$1,429.19 
ACGL Arch Capital Group Ltd
-0.6%
-$3,699.04 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$73,922.73 
LLY Eli Lilly and Company
-0.53%
-$25,163.65 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.51%
-$146,251.49 
IWM iShares Russell 2000 ETF
-0.47%
-$3,424.94 
PEP PepsiCo, Inc.
-0.46%
-$1,698.56 
VGK Vanguard FTSE Europe ETF
-0.44%
-$972.4 
CEG Constellation Energy Corporation
-0.31%
-$1,486.35 
BX Blackstone Inc.
-0.25%
-$1,002.58 
VO Vanguard Mid-Cap ETF
-0.05%
-$788.64 
FULT Fulton Financial Corporation
-0.04%
-$866.08 
V Visa Inc. Class A
-0.04%
-$244.98 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$60.76 Events
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Dividends
Dividend Analysis
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| Trades 948 | Longs Won 724/948 76% | Profit Factor 22.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $666,593.55 |
| Average Win $111,931.34 | Best Trade (Aug 14) $17.98M | Sharpe Ratio -12.55 |
| Average Loss -$16,133.73 | Worst Trade (Aug 02) -$970,642.81 | Z-Score 13.45 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2d | Expectancy $81,671.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,843 | $1.73M | $2.73M | - | $996,898.07 | 57.46% | -7.354% |
| ABBV AbbVie Inc. | 1,242 | $196,681.32 | $311,667.48 | - | $114,986.16 | 58.46% | -2.513% |
| ACGL Arch Capital Group Ltd | 6,064 | $451,964.5 | $609,613.92 | - | $157,649.42 | 34.88% | -0.603% |
| ACN Accenture plc Class A | 5,273 | $1.85M | $874,896.16 | - | -$970,933.18 | -52.6% | +1.611% |
| ADBE Adobe Inc. | 1,126 | $475,136.13 | $281,961.66 | - | -$193,174.47 | -40.66% | +1.013% |
| AJG Arthur J. Gallagher & Co. | 5,536 | $1.24M | $1.38M | - | $135,868.12 | 10.91% | -2.745% |
| AKBA Akebia Therapeutics Inc. | 10,000 | $12,399.96 | $13,200 | - | $800.04 | 6.45% | -2.222% |
| AMAT Applied Materials, Inc. | 950 | $194,581.01 | $482,286.51 | - | $287,705.5 | 147.86% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 5,154 | $760,711.15 | $2.45M | - | $1.69M | 222.6% | -1.904% |
| AMZN Amazon.com Inc | 18,784 | $3.6M | $5.1M | - | $1.5M | 41.66% | +15.321% |
| APD Air Products and Chemicals, Inc. | 2,205 | $604,066.06 | $650,232.47 | - | $46,166.41 | 7.64% | -1.769% |
| ARKG ARK Genomic Revolution ETF | 5,964 | $250,836 | $229,971.84 | - | -$20,864.16 | -8.32% | -1.783% |
| ARKQ Ark Autonomous Technology & Robotics ETF | 2,633 | $238,024.52 | $302,979.31 | - | $64,954.79 | 27.29% | +0.956% |
| ARKW ARK Next Generation Internet ETF | 1,904 | $281,040.35 | $260,543.36 | - | -$20,496.99 | -7.29% | -1.02% |
| ARTY iShares Future AI & Tech ETF | 3,381 | $257,517 | $225,343.65 | - | -$32,173.35 | -12.49% | +0.604% |
| ASML ASML Holding N.V. New York Registry Shares | 102 | $203,191 | $166,158 | - | -$37,033 | -18.23% | -1.359% |
| AVGO Broadcom Inc. | 2,596 | $330,847.63 | $1.01M | - | $679,723.25 | 205.45% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 259,185 | $23.63M | $32.47M | - | $8.84M | 37.42% | +0.032% |
| AZO AutoZone Inc. | 81 | $255,152.95 | $244,316.25 | - | -$10,836.7 | -4.25% | +0.322% |
| BAC Bank of America Corporation | 8,977 | $309,907.72 | $556,125.15 | - | $246,217.43 | 79.45% | +0.356% |
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FAQ
Which stocks have generated the highest profits for Melissa Phillips?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $2.6M, Vanguard Russell 1000 Value Index Fund - $1.48M, Avantis U.S. Small Cap Value ETF - $1.43M, Vanguard Mid-Cap ETF - $1.24M, and Dimensional Emerging Markets Value ETF - $615,419.54. 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: Boeing Company - $205,827.37, CVS Health Corporation - $89,667.71, Atlassian Corporation Class A - $88,107.29, ARK Genomic Revolution ETF - $78,019.34, and UnitedHealth Group Incorporated - $75,388.75. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Melissa Phillips's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.1M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $1.26M, Avantis U.S. Small Cap Value ETF - $1.01M, Dimensional Emerging Markets Value ETF - $536,468.64, Franklin U.S. Mid Cap Multifactor Index Fund - $412,485.89, and Health Care Select Sector SPDR Fund - $389,419.59. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Melissa Phillips's monthly returns?
Melissa Phillips'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 Melissa Phillips's strategy be considered aggressive or moderate?
Melissa Phillips'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 Melissa Phillips's strategy?
Melissa Phillips's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
