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:
54.27%
Gain +0.82%
Monthly
1.3%
Yearly
16.82%
Drawdown
18.04%
$267.63M
Equity
Holdings
$267.63M
Investment
$197.52M
$77.45M
Profit +$1.6M
Realized
$7.34M
Unrealized
$70.11M
Dividends
$8.03M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.82%
Profit
$1.6M
Win %
78%
This Week
Compared To Last Week
Gain
-0.16%
Profit
-$424,288.19
Win %
78%
This Month
Compared to last month
Gain
1.67%
Profit
$4.4M
Win %
78%
This Year
Compared to last year
Gain
2.22%
Profit
$5.83M
Win %
78%
UEC Uranium Energy Corp.
+5.71%
+$6,794.48 
AJG Arthur J. Gallagher & Co.
+5.52%
+$72,466.28 
AZO AutoZone Inc.
+5.15%
+$12,137.84 
ACN Accenture plc Class A
+4.62%
+$52,413.57 
ADBE Adobe Inc.
+4.56%
+$12,363.49 
TTWO Take-Two Interactive Software, Inc.
+4.03%
+$13,559.4 
LLY Eli Lilly and Company
+3.56%
+$176,473.99 
QCOM QUALCOMM Incorporated
+3.36%
+$10,202.2 
DHR Danaher Corporation
+3.05%
+$8,238.86 
ORCL Oracle Corporation
+2.98%
+$17,508.03 
BX Blackstone Inc.
+2.86%
+$9,524.32 
UNH UnitedHealth Group Incorporated
+2.81%
+$9,679.2 
BSX Boston Scientific Corporation
+2.69%
+$9,139.51 
BDX Becton, Dickinson and Company
+2.57%
+$7,785.72 
CVS CVS Health Corporation
+2.41%
+$7,151.4 
WFC Wells Fargo & Company
+2.3%
+$6,119.4 
FULT Fulton Financial Corporation
+2.29%
+$43,304 
BMY Bristol-Myers Squibb Company
+2.21%
+$5,178.43 
CCJ Cameco Corporation
+2.21%
+$10,719 
F Ford Motor Company
+2.16%
+$2,885.22 
V Visa Inc. Class A
+2.13%
+$14,577.5 
RCL Royal Caribbean Group
+2.12%
+$4,459.95 
T AT&T Inc.
+2%
+$12,286.17 
ARKG ARK Genomic Revolution ETF
+1.99%
+$5,725.44 
MU Micron Technology, Inc.
+1.88%
+$28,706.8 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+1.86%
+$518,956.9 
XLV Health Care Select Sector SPDR Fund
+1.84%
+$243,868.04 
GLD SPDR Gold Shares
+1.78%
+$10,744.16 
MCD McDonald's Corporation
+1.77%
+$5,117.01 
ACGL Arch Capital Group Ltd
+1.76%
+$10,430.08 
GE General Electric Company
+1.62%
+$3,617.75 
DIS The Walt Disney Company
+1.54%
+$5,913.6 
WMT Walmart Inc.
+1.47%
+$5,702.85 
VGK Vanguard FTSE Europe ETF
+1.38%
+$2,892.89 
VIOO Vanguard S&P Small-Cap 600 ETF
+1.37%
+$10,450.72 
APD Air Products and Chemicals, Inc.
+1.36%
+$8,797.95 
IWM iShares Russell 2000 ETF
+1.36%
+$9,067.52 
OCFC OceanFirst Financial Corp.
+1.33%
+$5,582.01 
ARKW ARK Next Generation Internet ETF
+1.32%
+$4,017.46 
GAB Gabelli Equity Trust Inc.
+1.17%
+$1,117.44 
MSFT Microsoft Corp.
+1.08%
+$44,114 
AVUV Avantis U.S. Small Cap Value ETF
+1.07%
+$329,164.95 
VO Vanguard Mid-Cap ETF
+0.99%
+$15,674.22 
GUT The Gabelli Utility Trust
+0.95%
+$997.59 
CSX CSX Corporation
+0.86%
+$3,632.08 
NOC Northrop Grumman Corporation
+0.77%
+$3,838.84 
NEE NextEra Energy, Inc.
+0.76%
+$6,670.55 
IEFA iShares Core MSCI EAFE ETF
+0.75%
+$4,291.2 
VONV Vanguard Russell 1000 Value Index Fund
+0.74%
+$4,341.73 
ITW Illinois Tool Works Inc.
+0.63%
+$3,985.02 
VYM Vanguard High Dividend Yield ETF
+0.56%
+$2,412.93 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.55%
+$107,369.28 
BAC Bank of America Corporation
+0.55%
+$2,513.56 
SSO ProShares Ultra S&P500
+0.54%
+$1,745.34 
PFIS Peoples Financial Services Corp.
+0.53%
+$10,315.8 
MMM 3M Company
+0.52%
+$1,080.16 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.49%
+$2,420.12 
GOOGL Alphabet Inc
+0.47%
+$2,694.37 
ASML ASML Holding N.V. New York Registry Shares
+0.45%
+$758.88 
IWB iShares Russell 1000 ETF
+0.42%
+$6,824.52 
GOOG Alphabet Inc
+0.36%
+$5,765.03 
PG Procter & Gamble Co
+0.34%
+$1,045.16 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$11,017.09 
VOO Vanguard S&P 500 ETF
+0.28%
+$173,740.93 
AMZN Amazon.com Inc
+0.27%
+$12,773.12 
RTX RTX Corporation
+0.23%
+$652.07 
PAVE Global X U.S. Infrastructure Development ETF
+0.21%
+$861.85 
KO The Coca-Cola Company
+0.13%
+$709.68 
JPM JPMorgan Chase & Co.
+0.09%
+$2,362.92 
DE Deere & Company
+0.05%
+$136.64 
VONG Vanguard Russell 1000 Growth Fund
+0.01%
+$40.81 
BDJ BlackRock Enhanced Equity Dividend Trust
0%
$0 G200
G2004J103
0%
$0 
COHR Coherent Corp.
-4.87%
-$43,600.53 
AMAT Applied Materials, Inc.
-3.72%
-$15,789 
OCGN Ocugen Inc.
-3.25%
-$382.2 
LITE Lumentum Holdings Inc.
-2.99%
-$14,145.12 
PM Philip Morris International Inc.
-2.78%
-$6,589.34 
SCHW Charles Schwab Corporation
-2.71%
-$12,458.1 
SPCX Space Exploration Technologies Corp. Class A
-2.36%
-$16,155.93 
CRWD CrowdStrike Holdings, Inc.
-1.89%
-$7,816.32 
CAT Caterpillar Inc.
-1.8%
-$15,839 
NVDA NVIDIA Corporation
-1.79%
-$62,761.73 
GLW Corning Incorporated
-1.77%
-$2,995 
CEG Constellation Energy Corporation
-1.63%
-$8,349.27 
GEV GE Vernova Inc.
-1.63%
-$5,120.22 
MRVL Marvell Technology, Inc.
-1.62%
-$20,640.03 
AKBA Akebia Therapeutics Inc.
-1.52%
-$107 
AMD Advanced Micro Devices, Inc.
-1.5%
-$44,272.86 
MRK Merck & Co., Inc.
-1.37%
-$21,016.08 
PANW Palo Alto Networks, Inc.
-1.29%
-$3,031.26 
XOM Exxon Mobil Corporation
-1.29%
-$68,010.58 
TSLA Tesla, Inc.
-1.29%
-$5,458.42 
CVX Chevron Corporation
-1.19%
-$27,521.22 
UFOX Defiance Connective Technologies ETF
-1.04%
-$2,177.47 
EOG EOG Resources, Inc.
-1.02%
-$2,653.3 
ARTY iShares Future AI & Tech ETF
-0.73%
-$1,825.74 
NWFL Norwood Financial Corp
-0.7%
-$5,529.08 
PEP PepsiCo, Inc.
-0.69%
-$2,362.06 
DFEV Dimensional Emerging Markets Value ETF
-0.58%
-$116,087.28 
AVGO Broadcom Inc.
-0.57%
-$5,166.04 
SPXC Spx Technologies Inc.
-0.51%
-$1,010.5 
PEG Public Service Enterprise Group Incorporated
-0.5%
-$1,145.55 
HCA HCA Healthcare Inc.
-0.41%
-$996.48 
PNC The PNC Financial Services Group, Inc.
-0.39%
-$11,155.2 
ROK Rockwell Automation, Inc.
-0.35%
-$2,526.36 
EXC Exelon Corporation
-0.3%
-$762.45 
AAPL Apple Inc.
-0.28%
-$8,489.28 
SO The Southern Company
-0.23%
-$649.03 
LNG Cheniere Energy Inc.
-0.21%
-$1,133.47 
JNJ Johnson & Johnson
-0.2%
-$1,058.25 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$464.61 
FFIV F5 Inc.
-0.15%
-$482.81 
META Meta Platforms Inc Class A
-0.13%
-$1,203.81 
BRK-B Berkshire Hathaway Inc.
-0.08%
-$191.52 
ARKQ Ark Autonomous Technology & Robotics ETF
-0.06%
-$184.31 
ABBV AbbVie Inc.
-0.05%
-$180.1 
VZ Verizon Communications Inc.
-0.02%
-$100.6 Events
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Dividends
Dividend Analysis
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| Trades 948 | Longs Won 717/948 75% | Profit Factor 22.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $674,906.52 |
| Average Win $113,147.8 | Best Trade (Oct 15) $17.63M | Sharpe Ratio -12.44 |
| Average Loss -$15,912.43 | Worst Trade (Oct 14) -$713,329.93 | Z-Score 15.79 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 2d | Expectancy $81,699.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,843 | $1.73M | $3.02M | - | $1.29M | 74.33% | -0.28% |
| ABBV AbbVie Inc. | 1,242 | $196,681.32 | $351,902.07 | - | $155,220.75 | 78.92% | -0.051% |
| ACGL Arch Capital Group Ltd | 6,064 | $451,964.5 | $602,276.48 | - | $150,311.98 | 33.26% | +1.762% |
| ACN Accenture plc Class A | 5,273 | $1.85M | $1.19M | - | -$659,931.64 | -35.75% | +4.624% |
| ADBE Adobe Inc. | 1,126 | $475,136.13 | $283,369.16 | - | -$191,766.97 | -40.36% | +4.562% |
| AJG Arthur J. Gallagher & Co. | 5,536 | $1.24M | $1.38M | - | $139,798.68 | 11.23% | +5.522% |
| AKBA Akebia Therapeutics Inc. | 10,000 | $12,399.96 | $6,913 | - | -$5,486.96 | -44.25% | -1.524% |
| AMAT Applied Materials, Inc. | 950 | $194,581.01 | $408,509.5 | - | $213,928.49 | 109.94% | -3.721% |
| AMD Advanced Micro Devices, Inc. | 5,154 | $760,711.15 | $2.9M | - | $2.14M | 280.92% | -1.505% |
| AMZN Amazon.com Inc | 18,784 | $3.6M | $4.79M | - | $1.18M | 32.89% | +0.268% |
| APD Air Products and Chemicals, Inc. | 2,205 | $604,066.06 | $653,826.6 | - | $49,760.54 | 8.24% | +1.364% |
| ARKG ARK Genomic Revolution ETF | 5,964 | $250,836 | $293,667.36 | - | $42,831.36 | 17.08% | +1.988% |
| ARKQ Ark Autonomous Technology & Robotics ETF | 2,633 | $238,024.52 | $304,822.41 | - | $66,797.89 | 28.06% | -0.06% |
| ARKW ARK Next Generation Internet ETF | 1,904 | $281,040.35 | $308,048.16 | - | $27,007.81 | 9.61% | +1.321% |
| ARTY iShares Future AI & Tech ETF | 3,381 | $257,517 | $246,441.09 | - | -$11,075.91 | -4.3% | -0.735% |
| ASML ASML Holding N.V. New York Registry Shares | 102 | $203,191 | $169,058.88 | - | -$34,132.12 | -16.8% | +0.451% |
| AVGO Broadcom Inc. | 2,596 | $330,847.63 | $893,698.96 | - | $562,851.33 | 170.12% | -0.575% |
| AVUV Avantis U.S. Small Cap Value ETF | 259,185 | $23.63M | $31.22M | - | $7.59M | 32.13% | +1.066% |
| AZO AutoZone Inc. | 81 | $255,152.95 | $247,979.07 | - | -$7,173.88 | -2.81% | +5.147% |
| BAC Bank of America Corporation | 8,977 | $309,907.72 | $463,841.59 | - | $153,933.87 | 49.67% | +0.545% |
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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 - $2.76M, Avantis U.S. Small Cap Value ETF - $1.54M, Vanguard Russell 1000 Value Index Fund - $1.48M, Vanguard Mid-Cap ETF - $1.25M, and Dimensional Emerging Markets Value ETF - $819,539.67. 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 - $73,365.71. 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 $8.03M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $1.42M, Avantis U.S. Small Cap Value ETF - $1.12M, Dimensional Emerging Markets Value ETF - $740,588.77, Franklin U.S. Mid Cap Multifactor Index Fund - $500,708.56, and Health Care Select Sector SPDR Fund - $438,363.3. 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.
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