AW
Andy Warning Portfolio
Invests via Resolute Wealth Strategies LLC | Managed by Andy Warning
Invests via Resolute Wealth Strategies LLC
Managed by Andy Warning
Automatically Tracked
Andy Warning Profile
With a diverse background in venture capital and startup acceleration, Andy Warning is known for his role as a catalyst in technology innovation. Having served as a strategic advisor to various growth-stage companies, he leverages extensive operational experience to guide entrepreneurs through critical development phases. His connections within the tech ecosystem enhance collaborative efforts that fuel company expansion and market entry strategies. A recognized thought leader, he frequently shares insights on industry trends and entrepreneurial best practices at conferences and workshops, establishing him as an influential voice among aspiring founders and investors alike.
With a diverse background in venture capital and startup acceleration, Andy Warning is known for his role as a catalyst in technology innovation. Having served as a strategic advisor to various growth-stage companies, he leverages extensive operational experience to guide entrepreneurs through critical development phases. His connections within the tech ecosystem enhance collaborative efforts that fuel company expansion and market entry strategies. A recognized thought leader, he frequently shares insights on industry trends and entrepreneurial best practices at conferences and workshops, establishing him as an influential voice among aspiring founders and investors alike.
Investment Philosophy & Strategy
Capitalizing on emerging technological trends, Andy Warning brings an entrepreneurial mindset to investment opportunities. His approach emphasizes fostering innovative startups by providing strategic insights and operational expertise. He focuses on aligning growth strategies with market demands, seeking out ventures that demonstrate scalability potential. By actively engaging with founders, he enhances their decision-making processes while driving organizational excellence and resilience. The commitment to nurturing high-potential companies positions him as a valuable resource in the venture capital landscape.
Capitalizing on emerging technological trends, Andy Warning brings an entrepreneurial mindset to investment opportunities. His approach emphasizes fostering innovative startups by providing strategic insights and operational expertise. He focuses on aligning growth strategies with market demands, seeking out ventures that demonstrate scalability potential. By actively engaging with founders, he enhances their decision-making processes while driving organizational excellence and resilience. The commitment to nurturing high-potential companies positions him as a valuable resource in the venture capital landscape.
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:
39.55%
Gain 0%
Monthly
1.07%
Yearly
13.57%
Drawdown
14.34%
$254.64M
Equity
Holdings
$254.64M
Investment
$173.28M
$102.36M
Profit +$6,760.52
Realized
$18.36M
Unrealized
$84M
Dividends
$10.15M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.001%
Profit
$6,760.52
Win %
78%
This Week
Compared To Last Week
Gain
0.003%
Profit
$6,760.52
Win %
78%
This Month
Compared to last month
Gain
-2.59%
Profit
-$6.76M
Win %
78%
This Year
Compared to last year
Gain
0.16%
Profit
$2.71M
Win %
78%
WDC Western Digital Corporation
+6.36%
+$28,493.09 
AMD Advanced Micro Devices, Inc.
+4.73%
+$61,476.08 
ANET Arista Networks, Inc.
+4.37%
+$12,900.28 
GEV GE Vernova Inc.
+3.73%
+$13,073.82 
AEM Agnico Eagle Mines Limited
+3.09%
+$10,916.58 
T AT&T Inc.
+2.52%
+$77,365.62 
JPM JPMorgan Chase & Co.
+2.31%
+$105,630.45 
HCA HCA Healthcare Inc.
+2.29%
+$9,883.78 
AXP American Express Company
+2.18%
+$24,714.24 
CCJ Cameco Corporation
+2.01%
+$4,314.32 
XLB Materials Select Sector SPDR Fund
+1.87%
+$14,885.76 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
+1.83%
+$6,138.68 
TSLA Tesla, Inc.
+1.82%
+$10,949.12 
SMH VanEck Semiconductor ETF
+1.73%
+$6,085.3 
GFI Gold Fields Ltd. Sponsored ADR
+1.67%
+$8,100.6 
UNP Union Pacific Corporation
+1.65%
+$12,247.85 
SOXX iShares Semiconductor ETF
+1.59%
+$28,323.51 
BX Blackstone Inc.
+1.58%
+$52,060.87 
BAC Bank of America Corporation
+1.56%
+$8,211.28 
CAT Caterpillar Inc.
+1.44%
+$165,269.81 
MCO Moody's Corporation
+1.36%
+$3,756.69 
NEE NextEra Energy, Inc.
+1.35%
+$3,934.15 
BNY BlackRock New York Municipal Income Trust
+1.33%
+$3,299.95 
ABBV AbbVie Inc.
+1.32%
+$14,874 
RNST Renasant Corporation
+1.3%
+$39,681.4 
EGP EastGroup Properties Inc.
+1.3%
+$5,296.8 
C Citigroup Inc.
+1.27%
+$4,584.78 
TRMK Trustmark Corporation
+1.1%
+$4,562.5 
JNJ Johnson & Johnson
+1.07%
+$7,056.12 
MPC Marathon Petroleum Corporation
+1.06%
+$5,883.46 
RDVI FT Vest Rising Dividend Achievers Fund
+1.06%
+$21,336.9 
UCB United Community Banks, Inc.
+1.05%
+$3,081.6 
V Visa Inc. Class A
+1.05%
+$11,917.2 
HOOD Robinhood Markets, Inc.
+1.04%
+$2,956.8 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$2,555.78 
VONV Vanguard Russell 1000 Value Index Fund
+0.97%
+$6,220.98 
VTV Vanguard Value ETF
+0.94%
+$3,019.01 
JAVA JPMorgan Active Value ETF
+0.92%
+$80,716.54 
MUR Murphy Oil Corporation
+0.91%
+$10,545.85 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$5,609.48 
PG Procter & Gamble Co
+0.86%
+$4,340.86 
SDY SPDR S&P Dividend ETF
+0.83%
+$3,178.75 
SO The Southern Company
+0.78%
+$3,501.81 
SLV iShares Silver Trust
+0.77%
+$7,324.95 
PSX Phillips 66
+0.76%
+$1,737.44 
CVX Chevron Corporation
+0.75%
+$1,430.79 
XLE Energy Select Sector SPDR Fund
+0.75%
+$2,917.98 
UNH UnitedHealth Group Incorporated
+0.73%
+$6,035.04 
HD The Home Depot, Inc.
+0.73%
+$3,586.66 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$38,457.9 
VB Vanguard Small-Cap ETF
+0.7%
+$3,547.3 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$36,047.93 
AGIX KraneShares AI and Tech ETF
+0.66%
+$2,939.7 
IYW iShares U.S. Technology ETF
+0.61%
+$2,888.94 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$6,376.47 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$32,269.9 
VGT Vanguard Information Technology ETF
+0.58%
+$1,768.8 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.56%
+$8,499.12 
IVV iShares Core S&P 500 ETF
+0.55%
+$4,032.76 
VOO Vanguard S&P 500 ETF
+0.55%
+$12,450.94 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$28,484.54 
GOOGL Alphabet Inc
+0.53%
+$22,585.75 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$1,527.5 
GOOG Alphabet Inc
+0.45%
+$37,454.4 
WMT Walmart Inc.
+0.45%
+$10,840.52 
WBD Warner Bros. Discovery, Inc.
+0.45%
+$1,593.24 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$3,405.61 
CSX CSX Corporation
+0.42%
+$1,485 
BMY Bristol-Myers Squibb Company
+0.4%
+$785.68 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$22,429 
AMGN Amgen Inc.
+0.32%
+$11,167.56 
WM Waste Management, Inc.
+0.3%
+$1,212.44 
XOM Exxon Mobil Corporation
+0.28%
+$7,938.94 
DNP DNP Select Income Fund Inc.
+0.28%
+$1,259.01 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$891.6 
JGRO JPMorgan Active Growth ETF
+0.23%
+$35,373.58 
VUG Vanguard Growth ETF
+0.18%
+$863.1 
NVDA NVIDIA Corporation
+0.16%
+$17,429.12 
PFE Pfizer Inc.
+0.15%
+$312.24 
SHW The Sherwin-Williams Company
+0.13%
+$519.03 
KO The Coca-Cola Company
+0.11%
+$693.36 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$1,341.47 
MSFT Microsoft Corp.
+0.1%
+$8,199 
MUSA Murphy USA Inc.
+0.07%
+$568.59 
LDOS Leidos Holdings Inc.
+0.07%
+$424.31 
GLD SPDR Gold Shares
+0.06%
+$3,586.88 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$3,681.72 
JPIE JPMorgan Income ETF
+0.02%
+$78.79 
MCD McDonald's Corporation
+0.01%
+$37.33 
AZN
0%
$0 
RDDT Reddit Inc Class A
-6.44%
-$121,197.38 
LLY Eli Lilly and Company
-2.41%
-$45,726.12 
PLTR Palantir Technologies Inc.
-2.36%
-$30,745.52 
SHOP Shopify Inc.
-2.02%
-$69,620.6 
ABT Abbott Laboratories
-1.64%
-$3,153.15 
AAPL Apple Inc.
-1.52%
-$580,207.5 
LMT Lockheed Martin Corporation
-1.52%
-$2,805.59 
MRK Merck & Co., Inc.
-1.42%
-$12,096.52 
UFOX Defiance Connective Technologies ETF
-1.41%
-$5,080.96 
AMZN Amazon.com Inc
-1.23%
-$133,658.35 
TXT Textron Inc.
-0.99%
-$2,275.71 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$25,020.03 
IBM International Business Machines Corporation
-0.95%
-$5,240.92 
AVGO Broadcom Inc.
-0.91%
-$6,779.51 
BKR Baker Hughes Company
-0.54%
-$2,242.98 
RTX RTX Corporation
-0.37%
-$1,891.79 
FDN First Trust Dow Jones Internet Index Fund
-0.29%
-$4,917.06 
META Meta Platforms Inc Class A
-0.26%
-$1,584.86 
BXSL Blackstone Secured Lending Fund
-0.21%
-$679.1 
FBND Fidelity Total Bond ETF
-0.13%
-$15,092.64 
LOW Lowe's Companies Inc.
-0.12%
-$680.14 
VHT Vanguard Health Care ETF
-0.12%
-$511.36 
EPD Enterprise Products Partners L.P.
-0.08%
-$205.47 
JBND JPMorgan Active Bond ETF
-0.07%
-$388.92 Events
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Dividends
Dividend Analysis
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| Trades 1138 | Longs Won 874/1138 76% | Profit Factor 45.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $644,547.81 |
| Average Win $119,761.37 | Best Trade (Jun 14) $16.01M | Sharpe Ratio -14.88 |
| Average Loss -$8,760.92 | Worst Trade (Jun 14) -$264,475.42 | Z-Score 20.23 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 5d | Expectancy $89,946 |
| 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 | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
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Returns
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