JH
Justin Halverson Portfolio
Invests via Great Waters Wealth Management | Managed by Great Waters Wealth Management LLC
Invests via Great Waters Wealth Management
Managed by Great Waters Wealth Management LLC
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Justin Halverson Profile
Justin Halverson is a seasoned entrepreneur and investor known for his impactful contributions to the financial services sector. With extensive experience in building scalable investment platforms, he has demonstrated an acute understanding of market dynamics and client needs. His leadership style emphasizes innovation and strategic growth, fostering environments that drive profitability while enhancing service offerings. Throughout his career, he has played pivotal roles in launching successful ventures that cater to both individual investors and institutional clients alike. Justin's work not only reflects a deep commitment to operational excellence but also positions him as a key player within the evolving landscape of finance.
Justin Halverson is a seasoned entrepreneur and investor known for his impactful contributions to the financial services sector. With extensive experience in building scalable investment platforms, he has demonstrated an acute understanding of market dynamics and client needs. His leadership style emphasizes innovation and strategic growth, fostering environments that drive profitability while enhancing service offerings. Throughout his career, he has played pivotal roles in launching successful ventures that cater to both individual investors and institutional clients alike. Justin's work not only reflects a deep commitment to operational excellence but also positions him as a key player within the evolving landscape of finance.
Investment Philosophy & Strategy
With a keen focus on market evolution, Justin Halverson leverages his entrepreneurial background to identify and capitalize on emerging financial opportunities. His investment philosophy is anchored in transformative growth, guiding the development of innovative solutions that meet diverse client needs. He employs a proactive approach to strategize around evolving trends while aligning operations with long-term objectives. Through an emphasis on scalable models and adaptability, he continues to enhance competitive positioning within the financial services landscape, facilitating impactful investments that resonate across individual and institutional sectors.
With a keen focus on market evolution, Justin Halverson leverages his entrepreneurial background to identify and capitalize on emerging financial opportunities. His investment philosophy is anchored in transformative growth, guiding the development of innovative solutions that meet diverse client needs. He employs a proactive approach to strategize around evolving trends while aligning operations with long-term objectives. Through an emphasis on scalable models and adaptability, he continues to enhance competitive positioning within the financial services landscape, facilitating impactful investments that resonate across individual and institutional sectors.
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 -0.01%
Monthly
0.67%
Yearly
8.35%
Drawdown
11.87%
$1.03B
Equity
Holdings
$1.03B
Investment
$789.24M
$279.04M
Profit -$37,469.4
Realized
$32.89M
Unrealized
$246.15M
Dividends
$53.65M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$37,469.4
Win %
79%
This Week
Compared To Last Week
Gain
-0.004%
Profit
-$37,469.4
Win %
79%
This Month
Compared to last month
Gain
-0.1%
Profit
-$1.06M
Win %
79%
This Year
Compared to last year
Gain
6.59%
Profit
$65.19M
Win %
79%
TER Teradyne, Inc.
+5.72%
+$87,461.68 
AMD Advanced Micro Devices, Inc.
+4.73%
+$71,510.16 
ENTG Entegris, Inc.
+3.86%
+$13,322.4 
SFL SFL Corporation Ltd.
+2.68%
+$4,500 
AMAT Applied Materials, Inc.
+2.64%
+$9,569.54 
FITB Fifth Third Bancorp
+2.45%
+$9,903.6 
SOLS Sollensys Corp.
+2.33%
+$7,996.58 
USB U.S. Bancorp
+2.27%
+$7,717.21 
GIS General Mills, Inc.
+2.04%
+$7,026.27 
TGT Target Corporation
+1.95%
+$5,855.99 
AMP Ameriprise Financial, Inc.
+1.94%
+$7,166.25 
TSLA Tesla, Inc.
+1.82%
+$32,439.68 
WFC Wells Fargo & Company
+1.61%
+$5,229.56 
DAL Delta Air Lines, Inc.
+1.5%
+$7,997.45 
CAT Caterpillar Inc.
+1.44%
+$6,599.41 
NEE NextEra Energy, Inc.
+1.35%
+$2,631.2 
ABBV AbbVie Inc.
+1.32%
+$3,507.6 
XEL Xcel Energy Inc.
+1.21%
+$9,935.1 
DCI Donaldson Company, Inc.
+1.18%
+$30,521.19 
LRCX Lam Research Corporation
+1.18%
+$8,069.51 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$16,942 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$14,284.92 
OHI Omega Healthcare Investors Inc.
+1.08%
+$4,900 
JNJ Johnson & Johnson
+1.07%
+$5,478.78 
UNFI United Natural Foods Inc.
+1.06%
+$2,836.56 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$888,224.94 
IWD iShares Russell 1000 Value ETF
+0.98%
+$18,426.35 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$563,249.94 
VTV Vanguard Value ETF
+0.94%
+$2,826.05 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$23,418.37 
IWM iShares Russell 2000 ETF
+0.87%
+$197,480.7 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$14,612.85 
SCHE Schwab Emerging Markets Equity ETF
+0.84%
+$2,730.3 
DFGR Dimensional Global Real Estate ETF
+0.79%
+$204,324.41 
CVX Chevron Corporation
+0.75%
+$1,710.79 
MO Altria Group, Inc.
+0.74%
+$2,882.14 
UNH UnitedHealth Group Incorporated
+0.73%
+$55,645.92 
HD The Home Depot, Inc.
+0.73%
+$2,622.76 
ACVF American Conservative Values ETF
+0.72%
+$2,585.66 
BIZD VanEck BDC Income ETF
+0.71%
+$1,096.74 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$6,117.28 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$1,701.72 
GMF SPDR S&P Emerging Asia Pacific ETF
+0.71%
+$2,857.97 
IGM iShares Expanded Tech Sector ETF
+0.69%
+$2,210.52 
COST Costco Wholesale Corporation
+0.68%
+$11,388.57 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$3,134.54 
ECL Ecolab Inc.
+0.68%
+$2,516.92 
LNT Alliant Energy Corporation
+0.68%
+$1,689.03 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$85,423.06 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.65%
+$17,320.47 
MP MP Materials Corp.
+0.65%
+$2,124.17 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$4,350.85 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,755 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$3,277.46 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.56%
+$1,306.6 
IVV iShares Core S&P 500 ETF
+0.55%
+$5,386.56 
VOO Vanguard S&P 500 ETF
+0.55%
+$1,759.57 
HON Honeywell International Inc.
+0.54%
+$19,857.53 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$3,946.1 
GOOGL Alphabet Inc
+0.53%
+$4,446.48 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$1.21M 
PSO Pearson plc Sponsored ADR
+0.52%
+$1,344 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$13,336.68 
DFAE Dimensional Emerging Core Equity Market ETF
+0.48%
+$44,941.27 
GOOG Alphabet Inc
+0.45%
+$1,465.6 
WMT Walmart Inc.
+0.45%
+$1,899.18 
ROST Ross Stores, Inc.
+0.43%
+$1,584.06 
GNL Global Net Lease, Inc.
+0.43%
+$400 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$99,366.04 
ACWI iShares MSCI ACWI ETF
+0.41%
+$7,662.72 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$733,027.8 
ROK Rockwell Automation, Inc.
+0.38%
+$1,109.5 
PEP PepsiCo, Inc.
+0.38%
+$1,532.52 
DGRE WisdomTree Emerging Markets Fund
+0.34%
+$2,368.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$1,191.36 
AMGN Amgen Inc.
+0.32%
+$1,032.85 
SCHF Schwab International Equity ETF
+0.29%
+$5,203.36 
XOM Exxon Mobil Corporation
+0.28%
+$598.99 
EFA iShares MSCI EAFE ETF
+0.28%
+$5,611.15 
MMM 3M Company
+0.26%
+$10,057.14 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$587.61 
TRV The Travelers Companies, Inc.
+0.18%
+$790.16 
VGK Vanguard FTSE Europe ETF
+0.18%
+$1,258.08 
NVDA NVIDIA Corporation
+0.16%
+$11,008.64 
PFE Pfizer Inc.
+0.15%
+$1,020.52 
PCY Invesco Emerging Markets Sovereign Debt ETF
+0.14%
+$726.24 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$1,780.24 
IFLN Invesco Bloomberg Enhanced Fallen Angels ETF
+0.11%
+$970.62 
MSFT Microsoft Corp.
+0.1%
+$2,023.55 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.09%
+$199.72 
CL Colgate-Palmolive Company
+0.07%
+$422.88 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$804.64 
ORCL Oracle Corporation
+0.02%
+$46.75 
MCD McDonald's Corporation
+0.01%
+$89.14 
ABC AmerisourceBergen Corporation
0%
$0 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$20,906.56 
ABT Abbott Laboratories
-1.64%
-$5,866.77 
TTC The Toro Company
-1.59%
-$7,272.09 
AAPL Apple Inc.
-1.52%
-$134,334 
MU Micron Technology, Inc.
-1.43%
-$47,328.97 
AMZN Amazon.com Inc
-1.23%
-$18,209.86 
AVGO Broadcom Inc.
-0.91%
-$3,269 
CSCO Cisco Systems, Inc.
-0.6%
-$2,806.86 
BSX Boston Scientific Corporation
-0.55%
-$1,493.7 
FICO Fair Isaac Corporation
-0.52%
-$3,936.7 
SOLV Solventum Corporation
-0.44%
-$1,967.35 
TT Trane Technologies plc
-0.41%
-$3,494.63 
MCK McKesson Corporation
-0.4%
-$3,083.49 
META Meta Platforms Inc Class A
-0.26%
-$884.51 
MDT Medtronic plc
-0.16%
-$1,513.98 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$1,360.2 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$36,887.58 
DFCF Dimensional Core Fixed Income ETF
-0.1%
-$138,857.92 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.09%
-$1,674.9 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$2,283.96 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$374.26 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$67.28 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$17,839.24 Events
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Dividends
Dividend Analysis
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| Trades 1173 | Longs Won 870/1173 74% | Profit Factor 37.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.39M |
| Average Win $329,542.55 | Best Trade (Jun 14) $31.54M | Sharpe Ratio -14.55 |
| Average Loss -$25,276.5 | Worst Trade (Jun 14) -$2.08M | Z-Score 7.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 6d | Expectancy $237,888.52 |
| 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 | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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