Andrea Butler Portfolio
Invests via Sequent Planning LLC | Managed by Andrea Butler
Invests via Sequent Planning LLC
Managed by Andrea Butler
Automatically Tracked
Andrea Butler Profile
Seasoned investor and former operating executive focused on growth-stage technology, fintech and consumer-technology opportunities, with experience leading product and GTM teams and advising boards on scaling and M&A. Andrea Butler is often described in market circles as a sector specialist who blends hands-on operating experience with portfolio construction and value-creation plans for venture and later-stage private investments.
Seasoned investor and former operating executive focused on growth-stage technology, fintech and consumer-technology opportunities, with experience leading product and GTM teams and advising boards on scaling and M&A. Andrea Butler is often described in market circles as a sector specialist who blends hands-on operating experience with portfolio construction and value-creation plans for venture and later-stage private investments.
Investment Philosophy & Strategy
Background as an operator informs a growth-oriented investment approach targeting growth-stage technology, fintech and consumer-technology companies. Prioritizes opportunities where product-led scale and repeatable GTM paths drive durable unit economics, and deploys concentrated, conviction-weighted capital with active board-level value creation and M&A optionality. Investment horizon is multi-year to exit, with emphasis on milestone-driven risk reduction, tight KPIs for capital tranches, and sector-specialist sourcing to capture asymmetric upside.
Background as an operator informs a growth-oriented investment approach targeting growth-stage technology, fintech and consumer-technology companies. Prioritizes opportunities where product-led scale and repeatable GTM paths drive durable unit economics, and deploys concentrated, conviction-weighted capital with active board-level value creation and M&A optionality. Investment horizon is multi-year to exit, with emphasis on milestone-driven risk reduction, tight KPIs for capital tranches, and sector-specialist sourcing to capture asymmetric upside.
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:
11.45%
Gain
Monthly
0.39%
Yearly
4.84%
Drawdown
16.9%
$442.76M
Equity
Holdings
$442.76M
Investment
$388.52M
$84.95M
Profit -$16,523.88
Realized
$30.71M
Unrealized
$54.24M
Dividends
$13.05M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$16,523.88
Win %
77%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$551,499.38
Win %
77%
This Month
Compared to last month
Gain
-0.09%
Profit
-$381,432.95
Win %
77%
This Year
Compared to last year
Gain
7.42%
Profit
$30.59M
Win %
77%
JSPR Jasper Therapeutics Inc.
+6.83%
+$704.77 
SMA SmartStop Self Storage REIT Inc.
+5.76%
+$123,330.61 
MCK McKesson Corporation
+5.49%
+$69,300 
UNP Union Pacific Corporation
+3.53%
+$12,411.42 
BALL Ball Corp.
+3.21%
+$17,821.78 
ABBV AbbVie Inc.
+3.03%
+$9,826.43 
MLI Mueller Industries Inc.
+2.8%
+$43,257.48 
MO Altria Group, Inc.
+2.65%
+$6,142.95 
AZO AutoZone Inc.
+2.58%
+$11,176.3 
GRMN Garmin Ltd.
+2.54%
+$7,791.66 
MCD McDonald's Corporation
+2.5%
+$8,018.7 
KO The Coca-Cola Company
+2.49%
+$6,537.45 
LOW Lowe's Companies Inc.
+2.48%
+$6,939.03 
WMT Walmart Inc.
+2.39%
+$14,246.24 
XLP Consumer Staples Select Sector SPDR Fund
+2.39%
+$37,494.03 
PEP PepsiCo, Inc.
+2.34%
+$69,689.28 
MPC Marathon Petroleum Corporation
+2.19%
+$5,930.24 
MSFT Microsoft Corp.
+2.09%
+$30,871.95 
XLV Health Care Select Sector SPDR Fund
+2.01%
+$44,205.18 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.97%
+$5,060.93 
DIV Global X SuperDividend U.S. ETF
+1.96%
+$4,429.28 
V Visa Inc. Class A
+1.84%
+$6,638.1 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+1.79%
+$47,180.7 
LVHD Franklin U.S. Low Volatility ETF
+1.76%
+$132,623.4 
AAPL Apple Inc.
+1.65%
+$55,706.4 
VHT Vanguard Health Care ETF
+1.62%
+$15,191.26 
FVD First Trust Value Line Dividend Index Fund
+1.62%
+$24,896.06 
PG Procter & Gamble Co
+1.59%
+$7,907.72 
FTCS First Trust Capital Strength ETF
+1.55%
+$22,412.59 
XLRE The Real Estate Select Sector SPDR Fund
+1.44%
+$7,741.44 
SPLV Invesco S&P 500 Low Volatility ETF
+1.43%
+$4,072.68 
IJS iShares S&P Small-Cap 600 Value ETF
+1.41%
+$30,921.28 
FTA First Trust Large Cap Value AlphaDEX Fund
+1.41%
+$4,546.95 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+1.24%
+$2,886.18 
FSK FS KKR Capital Corp.
+1.15%
+$4,204.62 
CVX Chevron Corporation
+1.06%
+$4,709.76 
DGRO iShares Core Dividend Growth ETF
+0.98%
+$13,138.5 
IVE ISHARES S&P 500 VALUE ETF
+0.75%
+$3,648.44 
XOM Exxon Mobil Corporation
+0.73%
+$3,264.8 
JNJ Johnson & Johnson
+0.73%
+$3,218.4 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.71%
+$10,475.08 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.71%
+$2,024 
VDE Vanguard Energy ETF
+0.67%
+$2,618.7 
RSP Invesco S&P 500 Equal Weight ETF
+0.67%
+$4,966.12 
XLE Energy Select Sector SPDR Fund
+0.65%
+$7,145.97 
AMZN Amazon.com Inc
+0.61%
+$40,454.17 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$5,442.72 
COP ConocoPhillips
+0.55%
+$2,321.05 
NFLX Netflix, Inc.
+0.53%
+$4,980.3 
D Dominion Energy, Inc.
+0.51%
+$2,031.12 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.5%
+$19,759.1 
JAVA JPMorgan Active Value ETF
+0.43%
+$1,012.58 
QUAL iShares MSCI USA Quality Factor ETF
+0.42%
+$1,968.81 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$1,173.83 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.36%
+$1,580.29 
VTV Vanguard Value ETF
+0.35%
+$2,209.9 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$7,870.4 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.35%
+$7,674.72 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$1,164.17 
VYM Vanguard High Dividend Yield ETF
+0.31%
+$728.63 
GOOG Alphabet Inc
+0.29%
+$973.89 
SU Suncor Energy Inc.
+0.27%
+$1,008.48 
GOOGL Alphabet Inc
+0.27%
+$16,383.05 
SKYY First Trust Cloud Computing ETF
+0.23%
+$759.81 
XLB Materials Select Sector SPDR Fund
+0.22%
+$1,406.13 
VB Vanguard Small-Cap ETF
+0.18%
+$1,125.88 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$5,122.3 
BRK-B Berkshire Hathaway Inc.
+0.16%
+$1,351.41 
HNDL NASDAQ 7 Handl Index ETF
+0.15%
+$344.59 
BAC Bank of America Corporation
+0.14%
+$708.3 
GJUL FT Vest US Equity Moderate Class B
+0.14%
+$476.76 
RDVY First Trust Rising Dividend Achievers ETF
+0.14%
+$3,877.72 
XLF Financial Select Sector SPDR Fund
+0.13%
+$669.6 
DWX SPDR S&P International Dividend ETF
+0.1%
+$222.88 
DJUL FT Vest US Equity Deep Buffer Fund
+0.1%
+$248.3 
IGV iShares Expanded Tech-Software Sector ETF
+0.07%
+$181.93 
GYLD Arrow Dow Jones Global Yield ETF
+0.07%
+$162.68 
FLHY Franklin High Yield Corporate Bond Fund
+0.06%
+$736 
QCJA FT Nasdaq-100 Conscious Buffered ETF - January
+0.06%
+$610.26 
XOCT FT VEST US Equity Enhance & Income Fund
+0.05%
+$9,092.18 
XIDE FT Vest US Equity Buffer & Protective Fund
+0.05%
+$1,018.56 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.04%
+$128.62 
IYG iShares U.S. Financial Services ETF
+0.04%
+$443.24 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
+0.03%
+$211.97 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+0.03%
+$256.43 
XJAN FT Vest Enhanced Moderate Buffer ETF - January
+0.03%
+$380.66 
XJUL FT Vest US Equity Enhanced Fund
+0.03%
+$137.26 
BKLN Invesco Senior Loan ETF
+0.02%
+$98.67 
FLCB Franklin U.S. Core Bond ETF
+0.02%
+$4,676.36 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$119.34 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$94.86 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.01%
+$24.7 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$72.16 
FEBM
0%
$0 
QCAP
0%
$0 
QCJL FT Nasdaq 100 Target Net Buffer ETF - July
0%
$0 
QCOC
0%
$0 
QMAG
0%
$0 
QMMY
0%
$0 
QMNV
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VRIG Invesco Variable Rate Investment Grade ETF
0%
$0 
XAPR
0%
$0 
XFEB
0%
$0 
XIJN
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$271,912.41 
PSIX Power Solutions International, Inc.
-6.04%
-$12,974.46 
ON ON Semiconductor Corporation
-5.72%
-$17,975.42 
ETN Eaton Corporation plc
-4.29%
-$10,687.78 
CAT Caterpillar Inc.
-4.13%
-$10,764.45 
AVGO Broadcom Inc.
-4.1%
-$42,715.2 
SMH VanEck Semiconductor ETF
-3.78%
-$16,151.83 
GDX VanEck Gold Miners ETF
-3.43%
-$14,546.58 
MTUM iShares MSCI USA Momentum Factor ETF
-3.02%
-$10,697.4 
QTUM Defiance Quantum ETF
-2.98%
-$17,199.6 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.92%
-$41,918.48 
SPMO Invesco S&P 500 Momentum ETF
-2.91%
-$11,928.96 
CSCO Cisco Systems, Inc.
-2.62%
-$9,328.48 
EME EMCOR Group, Inc.
-2.6%
-$6,733.26 
NVDA NVIDIA Corporation
-2.41%
-$127,042.56 
XLK State Street Technology Select Sector SPDR ETF
-2.19%
-$297,746.03 
DIEM Franklin Emerging Market Core Dividend Tilt Index ETF
-2.12%
-$20,079.04 
IEMG iShares Core MSCI Emerging Markets ETF
-1.91%
-$134,599.04 
VGT Vanguard Information Technology ETF
-1.84%
-$27,854.24 
GLD SPDR Gold Shares
-1.76%
-$125,237.34 
META Meta Platforms Inc Class A
-1.7%
-$31,088.62 
IYW iShares U.S. Technology ETF
-1.66%
-$6,905.25 
RTX RTX Corporation
-1.51%
-$9,947.43 
QVMT Invesco S&P 500 Concentrated QVM ETF
-1.4%
-$9,793.24 
FDT First Trust Developed Markets ex-US Fund
-1.39%
-$4,477.8 
TSLA Tesla, Inc.
-1.34%
-$26,450 
QQQM Invesco NASDAQ 100 ETF
-1.24%
-$33,840.36 
QQQ Invesco QQQ Trust, Series 1
-1.23%
-$42,799.16 
PGRO Putnam Focused Large Cap Growth ETF
-1.22%
-$58,313.85 
TDVI FT Vest Technology Dividend Mutual Fund
-1.2%
-$32,907.31 
VWO Vanguard FTSE Emerging Markets ETF
-1.1%
-$14,663.49 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.08%
-$2,579.85 
SCHF Schwab International Equity ETF
-1.07%
-$3,033.49 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.04%
-$3,157.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.04%
-$6,454.08 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.02%
-$3,764.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.99%
-$28,406 
EFG iShares MSCI EAFE Growth ETF
-0.95%
-$3,195.59 
SPHQ Invesco S&P 500 Quality ETF
-0.95%
-$4,204.59 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.89%
-$12,516.47 
BGLD FT Vest Gold Strategy Quarterly Fund
-0.79%
-$19,081.53 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
-0.78%
-$8,341.08 
MGK Vanguard Mega Cap Growth ETF
-0.78%
-$3,293.5 
QJUN FT Vest Nasdaq-100 Buffer ETF
-0.78%
-$29,754.4 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.77%
-$13,840.55 
SCHA Schwab U.S. Small-Cap ETF
-0.77%
-$20,641.65 
VUG Vanguard Growth ETF
-0.75%
-$8,252.64 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.72%
-$1,650.6 
IEFA iShares Core MSCI EAFE ETF
-0.69%
-$44,449.14 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.67%
-$3,841.11 
XLG Invesco S&P 500 Top 50 ETF
-0.62%
-$8,546.61 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.61%
-$31,746.74 
FDN First Trust Dow Jones Internet Index Fund
-0.55%
-$4,505.84 
FLQL Franklin U.S. Large Cap Multisector Fund
-0.54%
-$87,303.5 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.51%
-$2,153.6 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.5%
-$13,018.5 
JPM JPMorgan Chase & Co.
-0.46%
-$1,260.62 
EFV iShares MSCI EAFE Value ETF
-0.44%
-$2,225.65 
AGZ iShares Agency Bond ETF
-0.44%
-$1,393.87 
XLI Industrial Select Sector SPDR Fund
-0.41%
-$7,764.72 
QDEC FT Vest Nasdaq-100 Buffer ETF
-0.41%
-$70,466.22 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
-0.4%
-$20,991.25 
QSPT FT Vest Nasdaq-100 Buffer ETF
-0.39%
-$3,541.18 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.34%
-$2,548.66 
USPX Franklin U.S. Equity Index ETF
-0.33%
-$81,125.67 
WTMF WisdomTree Managed Futures Strategy Fund
-0.33%
-$2,390.45 
VXF Vanguard Extended Market ETF
-0.32%
-$1,108.8 
SPY SPDR S&P 500 ETF Trust
-0.28%
-$915.2 
IVV iShares Core S&P 500 ETF
-0.27%
-$4,336.8 
VOO Vanguard S&P 500 ETF
-0.27%
-$9,954.79 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.26%
-$943.92 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$11,164.75 
FLMI Franklin Dynamic Municipal Bond ETF
-0.22%
-$6,480.43 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.18%
-$2,282.28 
TLT iShares 20+ Year Treasury Bond ETF
-0.18%
-$568.08 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.17%
-$387.54 
GOVI Invesco Equal Weight 0-30 Yr GovI Mutual Fund
-0.17%
-$2,043.45 
BNDX Vanguard Total International Bond ETF
-0.17%
-$953.28 
BUFR FT Vestladder Buffer ETF-USD I
-0.15%
-$336.71 
PSK SPDR ICE Preferred Securities ETF
-0.15%
-$553.16 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.14%
-$397.25 
DSL DoubleLine Income Solutions Fund
-0.14%
-$563.1 
JMUB JPMorgan Municipal Bond ETF
-0.14%
-$1,116.9 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.13%
-$934.31 
MUB iShares National Muni Bond ETF
-0.13%
-$3,099.33 
FAPR FT Vest U.S. Equity Buffer ETF
-0.12%
-$844.59 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.12%
-$4,379.65 
GJUN FT Vest US Equity Moderate Fund
-0.12%
-$1,039.05 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.12%
-$406.7 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.11%
-$314.33 
BLV Vanguard Long-Term Bond ETF
-0.11%
-$309.98 
DJUN FT VEST US Equity Deep Buffer Fund
-0.11%
-$422.18 
GJAN FT Vest US Equity Moderate Fund B
-0.11%
-$1,307.15 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.1%
-$279.27 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.1%
-$340.2 
GMAR FT Vest US Equity Moderate B Fund
-0.09%
-$239.32 
IEI iShares 3-7 Year Treasury Bond ETF
-0.09%
-$2,199.6 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.08%
-$198.68 
FLGV Franklin U.S. Treasury Bond ETF
-0.07%
-$4,828.32 
TIP iShares TIPS Bond ETF
-0.07%
-$2,721.04 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.07%
-$230.29 
CNQ Canadian Natural Resources Limited
-0.07%
-$191.4 
XDEC FT Vest US Equity Enhance & Opportunities Fund
-0.07%
-$3,790.92 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.07%
-$3,097.74 
IYF iShares U.S. Financials ETF
-0.07%
-$164.7 
JBND JPMorgan Active Bond ETF
-0.07%
-$164.68 
GTO Invesco Total Return Bond ETF
-0.06%
-$914.58 
JCPB JPMorgan Core Plus Bond ETF
-0.06%
-$918.36 
FLCO Franklin Investment Grade Corporate ETF
-0.06%
-$1,715.19 
GOCT FT Vest US Equity Moderate Fund
-0.06%
-$5,667.93 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.06%
-$1,537.55 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.06%
-$313.18 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.05%
-$128.26 
BND Vanguard Total Bond Market Index Fund
-0.05%
-$374.75 
FTCB First Trust Core Investment Grade ETF
-0.05%
-$192.83 
LGOV First Trust Long Duration Opportunities ETF
-0.05%
-$1,233.8 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$281.79 
XJUN FT Vest U.S. Equity Enhanced Fund
-0.04%
-$377.4 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.04%
-$2,409.62 
XLU Utilities Select Sector SPDR Fund
-0.04%
-$156.84 
FALN iShares Fallen Angels USD Bond ETF
-0.04%
-$117.09 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$90.65 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.03%
-$91.74 
DSEP FT Vest U.S. Equity Deep Buffer Fund
-0.03%
-$86.3 
BALT Inn Defined Wealth Shield Mutual Fund
-0.03%
-$218.56 
EALT Bear Family of Funds, Inc.
-0.03%
-$157.22 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$714.61 
FSEP FT Vest U.S. Equity Buffer E Fund
-0.03%
-$66.63 
GDEC FT VEST US Equity Moderate B Fund
-0.03%
-$169.2 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$7,006.7 
GFEB FT VEST US Equity Moderate Fund
-0.02%
-$77.64 
XNOV FT Vest US Equity Enhanced Fund
-0.01%
-$77.36 
GNOV FT Vest US Equity Moderate B Fund
-0.01%
-$34.91 
XMAR FT Vest US Equity Enhanced Fund
-0.01%
-$33.55 
JPIE JPMorgan Income ETF
-0.01%
-$31.55 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.01%
-$28.45 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$13.09 Events
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Dividends
Dividend Analysis
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| Trades 1488 | Longs Won 1072/1488 72% | Profit Factor 13.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $292,958.35 |
| Average Win $85,686.69 | Best Trade (Sep 30) $5.42M | Sharpe Ratio -10.43 |
| Average Loss -$16,604.99 | Worst Trade (Jul 15) -$857,391.55 | Z-Score 12.95 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 4d | Expectancy $57,089.02 |
| 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 | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
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