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
Automatically Tracked
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:
48.16%
Gain +1.04%
Monthly
1.12%
Yearly
14.26%
Drawdown
35.27%
$1.06B
Equity
Holdings
$1.06B
Investment
$834.67M
$264.98M
Profit +$6.7M
Realized
$34.97M
Unrealized
$230.01M
Dividends
$58.56M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.04%
Profit
$6.7M
Win %
72%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$3.4M
Win %
72%
This Month
Compared to last month
Gain
-1.17%
Profit
-$12.56M
Win %
72%
This Year
Compared to last year
Gain
-1.37%
Profit
-$14.73M
Win %
73%
TER Teradyne, Inc.
+4.64%
+$60,059.64 
GOOG Alphabet Inc
+2.89%
+$17,542.44 
GOOGL Alphabet Inc
+2.72%
+$22,202.86 
MU Micron Technology, Inc.
+2.52%
+$71,005.2 
SFL SFL Corporation Ltd.
+2.43%
+$4,050 
AMD Advanced Micro Devices, Inc.
+2.41%
+$36,930.42 
INTC Intel Corporation
+2.39%
+$6,350.06 
AVGO Broadcom Inc.
+2.03%
+$7,180.85 
AMZN Amazon.com Inc
+1.18%
+$21,184.8 
CVX Chevron Corporation
+1.1%
+$2,546.16 
XEL Xcel Energy Inc.
+1.08%
+$8,613.05 
NVDA NVIDIA Corporation
+1.01%
+$70,043.74 
MO Altria Group, Inc.
+0.81%
+$3,744 
MDT Medtronic plc
+0.79%
+$8,901.42 
XOM Exxon Mobil Corporation
+0.77%
+$1,714.56 
TGT Target Corporation
+0.76%
+$2,317.16 
ABT Abbott Laboratories
+0.73%
+$2,967.4 
IGM iShares Expanded Tech Sector ETF
+0.57%
+$1,774.5 
C Citigroup Inc.
+0.56%
+$1,038.96 
MCD McDonald's Corporation
+0.55%
+$3,303.36 
ROST Ross Stores, Inc.
+0.54%
+$1,940.02 
GMF SPDR S&P Emerging Asia Pacific ETF
+0.51%
+$1,991.44 
MSFT Microsoft Corp.
+0.51%
+$10,652.62 
HON Honeywell International Inc.
+0.49%
+$9,055.38 
MMM 3M Company
+0.48%
+$18,791.08 
IWF iShares Russell 1000 Growth ETF
+0.47%
+$11,112.21 
QQQ Invesco QQQ Trust, Series 1
+0.45%
+$6,653.66 
COST Costco Wholesale Corporation
+0.35%
+$5,979.6 
VUG Vanguard Growth ETF
+0.3%
+$688.46 
DGRE WisdomTree Emerging Markets Fund
+0.3%
+$1,891.67 
USB U.S. Bancorp
+0.26%
+$949.25 
SCHE Schwab Emerging Markets Equity ETF
+0.26%
+$820.8 
LNT Alliant Energy Corporation
+0.25%
+$692.93 
BSX Boston Scientific Corporation
+0.2%
+$679.23 
NEE NextEra Energy, Inc.
+0.19%
+$393.55 
VWO Vanguard FTSE Emerging Markets ETF
+0.13%
+$276.75 
VOO Vanguard S&P 500 ETF
+0.1%
+$394.46 
CSCO Cisco Systems, Inc.
+0.1%
+$425.15 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.1%
+$222.44 
SPY SPDR S&P 500 ETF Trust
+0.09%
+$1,077.67 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.09%
+$1,406.25 
IVV iShares Core S&P 500 ETF
+0.09%
+$862.68 
DCI Donaldson Company, Inc.
+0.07%
+$1,813.14 
SRLN SPDR Blackstone Senior Loan ETF
+0.06%
+$944.67 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.05%
+$297.56 
AMGN Amgen Inc.
+0.05%
+$163.62 
DFUS Dimensional U.S. Equity Market ETF
+0.05%
+$117,386.72 
TRV The Travelers Companies, Inc.
+0.03%
+$165 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.03%
+$112.88 
DFAE Dimensional Emerging Core Equity Market ETF
+0.01%
+$1,068.86 
ABBV AbbVie Inc.
+0.01%
+$43.29 
ACVF American Conservative Values ETF
0%
$0 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-4.27%
-$8,418.6 
LRCX Lam Research Corporation
-2.29%
-$13,477.36 
AAPL Apple Inc.
-2.18%
-$224,187.29 
ENTG Entegris, Inc.
-2.17%
-$7,172.66 
UNH UnitedHealth Group Incorporated
-1.99%
-$175,115.35 
TSLA Tesla, Inc.
-1.93%
-$32,237.24 
SOLV Solventum Corporation
-1.92%
-$8,686.08 
MP MP Materials Corp.
-1.83%
-$4,765.03 
PSO Pearson plc Sponsored ADR
-1.57%
-$4,452 
GIS General Mills, Inc.
-1.55%
-$6,032.75 
BIZD VanEck BDC Income ETF
-1.45%
-$2,254.41 
ECL Ecolab Inc.
-1.41%
-$11,047.71 
HD The Home Depot, Inc.
-1.41%
-$5,283.6 
CAT Caterpillar Inc.
-1.34%
-$6,073.92 
CL Colgate-Palmolive Company
-1.26%
-$8,252.01 
TT Trane Technologies plc
-1.2%
-$10,446.85 
MCK McKesson Corporation
-1.16%
-$9,545.04 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-1.03%
-$2,150 
SOLS Sollensys Corp
-1.03%
-$2,539.2 
COR Cencora, Inc.
-1.01%
-$3,931.25 
JNJ Johnson & Johnson
-0.86%
-$4,715.41 
FITB Fifth Third Bancorp
-0.83%
-$3,628.8 
TTC The Toro Company
-0.82%
-$3,809.19 
WFC Wells Fargo & Company
-0.78%
-$2,610.53 
FICO Fair Isaac Corporation
-0.76%
-$6,070.61 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.76%
-$1,584.09 
DFAT Dimensional US Targeted Value ETF
-0.71%
-$444,178.5 
AMP Ameriprise Financial, Inc.
-0.7%
-$3,046.68 
PEP PepsiCo, Inc.
-0.7%
-$2,918.4 
DFAS Dimensional U.S. Small Cap ETF
-0.66%
-$615,319.55 
GNL Global Net Lease, Inc.
-0.65%
-$600 
OHI Omega Healthcare Investors Inc.
-0.62%
-$3,100 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.61%
-$3,053.7 
VGK Vanguard FTSE Europe ETF
-0.54%
-$3,535.2 
IWM iShares Russell 2000 ETF
-0.43%
-$92,520.23 
MDY SPDR S&P MidCap 400 ETF Trust
-0.42%
-$1,019.64 
WMT Walmart Inc.
-0.4%
-$1,829.88 
EFA iShares MSCI EAFE ETF
-0.4%
-$7,985.16 
DFIC Dimensional International Core Equity Market ETF
-0.37%
-$80,427.76 
PFE Pfizer Inc.
-0.36%
-$2,284.11 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.35%
-$1,134.84 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.35%
-$1,884.9 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.33%
-$606,489.48 
NVT nVent Electric plc
-0.32%
-$627.7 
SCHF Schwab International Equity ETF
-0.32%
-$5,541.83 
SCHD Schwab U.S. Dividend Equity ETF
-0.3%
-$7,731.9 
SCHM Schwab U.S. Mid-Cap ETF
-0.29%
-$3,563.36 
IWD iShares Russell 1000 Value ETF
-0.28%
-$5,422.02 
DFGR Dimensional Global Real Estate ETF
-0.27%
-$76,138.88 
AMAT Applied Materials, Inc.
-0.26%
-$918.39 
SCHA Schwab U.S. Small-Cap ETF
-0.25%
-$3,452.78 
ROK Rockwell Automation, Inc.
-0.25%
-$722.76 
DFCF Dimensional Core Fixed Income ETF
-0.2%
-$325,852.17 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.2%
-$3,437.29 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.19%
-$493.87 
BND Vanguard Total Bond Market Index Fund
-0.18%
-$53,059.05 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.17%
-$1,791.28 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.17%
-$4,421.05 
META Meta Platforms Inc Class A
-0.17%
-$656.64 
VTV Vanguard Value ETF
-0.16%
-$506.8 
BRK-B Berkshire Hathaway Inc.
-0.13%
-$1,166.88 
SPLV Invesco S&P 500 Low Volatility ETF
-0.13%
-$2,261.6 
LLY Eli Lilly and Company
-0.13%
-$1,179.31 
DAL Delta Air Lines, Inc.
-0.11%
-$659.68 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.1%
-$13,055.04 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.08%
-$77,966.84 
ACWI iShares MSCI ACWI ETF
-0.08%
-$1,394.76 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.06%
-$824.74 
VGSH Vanguard Short-Term Treasury Fund
-0.06%
-$662.45 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$154.75 
VTEB Vanguard Tax-Exempt Bond ETF
-0.05%
-$1,417.6 
IFLN Invesco Bloomberg Enhanced Fallen Angels ETF
-0.02%
-$195.03 Events
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Dividends
Dividend Analysis
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| Trades 1275 | Longs Won 909/1275 71% | Profit Factor 22.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.28M |
| Average Win $304,880.65 | Best Trade (Jul 13) $32.77M | Sharpe Ratio -8.94 |
| Average Loss -$33,223.67 | Worst Trade (Jul 20) -$1.92M | Z-Score 10.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m | Expectancy $207,824.82 |
| 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 | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
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FAQ
Which stocks have generated the highest profits for Justin Halverson?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Core Equity Market ETF - $13.86M, Dimensional Core Fixed Income ETF - $12.29M, Dimensional World ex U.S. Core Equity 2 ETF - $11.15M, iShares Russell 2000 ETF - $7.89M, and Dimensional U.S. Equity Market ETF - $7.22M. 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: Entegris, Inc - $141,404.11, The Toro Company - $141,190.62, Adobe Inc - $63,045.57, Hormel Foods Corporation - $50,477.92, and Danaher Corporation - $32,602.54. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Justin Halverson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $58.56M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $12.34M, Dimensional World ex U.S. Core Equity 2 ETF - $9.91M, Dimensional Short-Duration Fixed Income ETF - $6.81M, Vanguard Total Bond Market Index Fund - $6.25M, and Dimensional U.S. Equity Market ETF - $4.77M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Justin Halverson's monthly returns?
Justin Halverson's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Justin Halverson's strategy be considered aggressive or moderate?
Justin Halverson's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Justin Halverson's strategy?
Justin Halverson's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
