PLM
Paul L. Moffat Portfolio
Invests via Arista Wealth Management LLC | Managed by Paul L. Moffat
Invests via Arista Wealth Management LLC
Managed by Paul L. Moffat
Automatically Tracked
Paul L. Moffat Profile
With an extensive career spanning several decades, Paul L. Moffat has emerged as a pivotal figure in the realm of financial services and corporate governance. His leadership experience encompasses significant roles within multinational corporations where he focused on driving strategic growth initiatives. Renowned for his adeptness at navigating complex business landscapes, Moffat has been instrumental in optimizing operational efficiencies and spearheading innovative solutions to enhance market competitiveness. His insights are frequently sought after by emerging startups seeking guidance on scaling operations effectively while maintaining fiscal discipline. A well-respected voice among industry peers, he continues to influence best practices in capital markets.
With an extensive career spanning several decades, Paul L. Moffat has emerged as a pivotal figure in the realm of financial services and corporate governance. His leadership experience encompasses significant roles within multinational corporations where he focused on driving strategic growth initiatives. Renowned for his adeptness at navigating complex business landscapes, Moffat has been instrumental in optimizing operational efficiencies and spearheading innovative solutions to enhance market competitiveness. His insights are frequently sought after by emerging startups seeking guidance on scaling operations effectively while maintaining fiscal discipline. A well-respected voice among industry peers, he continues to influence best practices in capital markets.
Investment Philosophy & Strategy
In the intricate landscape of financial services, identifying sustainable growth avenues is crucial. Paul L. Moffat leverages his substantial leadership acumen to focus on operational efficiency and strategic alignment with market trends. His experience with multinational corporations has instilled a keen eye for transformative opportunities that enhance value creation while supporting innovation within organizations. This mindset allows him to nurture startups by providing insights into scaling operations without compromising fiscal integrity. Ultimately, his approach combines entrepreneurial spirit with an emphasis on sound governance practices to cultivate resilient business frameworks.
In the intricate landscape of financial services, identifying sustainable growth avenues is crucial. Paul L. Moffat leverages his substantial leadership acumen to focus on operational efficiency and strategic alignment with market trends. His experience with multinational corporations has instilled a keen eye for transformative opportunities that enhance value creation while supporting innovation within organizations. This mindset allows him to nurture startups by providing insights into scaling operations without compromising fiscal integrity. Ultimately, his approach combines entrepreneurial spirit with an emphasis on sound governance practices to cultivate resilient business frameworks.
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:
28.82%
Gain 0%
Monthly
0.75%
Yearly
9.41%
Drawdown
14.74%
$919.79M
Equity
Holdings
$919.79M
Investment
$732.6M
$222.8M
Profit -$16,681.12
Realized
$35.53M
Unrealized
$187.27M
Dividends
$27.72M
Goals
Avg. 92% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.001%
Profit
-$16,681.12
Win %
76%
This Week
Compared To Last Week
Gain
-0.002%
Profit
-$16,681.12
Win %
76%
This Month
Compared to last month
Gain
-0.89%
Profit
-$8.22M
Win %
76%
This Year
Compared to last year
Gain
4.21%
Profit
$41.73M
Win %
77%
AMKR Amkor Technology Inc.
+8.71%
+$89,405.55 
STX Seagate Technology Holdings plc
+7.25%
+$125,899.9 
INTC Intel Corporation
+6.51%
+$48,156.08 
WDC Western Digital Corporation
+6.36%
+$67,481.86 
COHR Coherent Corp.
+5.9%
+$121,042.4 
CDE Coeur Mining, Inc.
+4.88%
+$12,077.6 
AMD Advanced Micro Devices, Inc.
+4.73%
+$166,163.44 
PAYS Paysign Inc.
+4.48%
+$8,785.5 
ANET Arista Networks, Inc.
+4.37%
+$30,000.33 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$28,519.37 
CCL Carnival Corporation Ltd.
+3.77%
+$14,337.56 
PAAS Pan American Silver Corp.
+3.46%
+$13,685 
GWRE GUIDEWIRE SOFTWARE INC
+3.41%
+$6,100.4 
FCFS FirstCash Holdings, Inc.
+2.97%
+$26,849.17 
KGC Kinross Gold Corporation
+2.9%
+$12,960 
CEG Constellation Energy Corporation
+2.86%
+$10,384.62 
B BARRICK MINING CORP Common Stock (ABR0)
+2.81%
+$30,910.06 
SCHW Charles Schwab Corporation
+2.71%
+$14,647.19 
NEM Newmont Corporation
+2.71%
+$13,200 
GS The Goldman Sachs Group, Inc.
+2.62%
+$79,134.06 
CNC Centene Corporation
+2.6%
+$10,126.05 
EFX Equifax Inc.
+2.59%
+$6,195.02 
VZ Verizon Communications Inc.
+2.49%
+$8,701.29 
MCHP Microchip Technology Incorporated
+2.48%
+$16,100 
JPM JPMorgan Chase & Co.
+2.31%
+$292,273.15 
AXP American Express Company
+2.18%
+$73,843.86 
PM Philip Morris International Inc.
+1.95%
+$33,662.08 
NCLH Norwegian Cruise Line Holdings Ltd.
+1.94%
+$6,771.02 
CLS Celestica Inc.
+1.88%
+$26,114.26 
XLB Materials Select Sector SPDR Fund
+1.87%
+$18,165.12 
KMI Kinder Morgan, Inc.
+1.85%
+$12,185.22 
TSLA Tesla, Inc.
+1.82%
+$9,573.2 
ING ING Groep N.V. Sponsored ADR
+1.79%
+$11,178.23 
ARW Arrow Electronics Inc.
+1.76%
+$11,803.12 
ET Energy Transfer L.P.
+1.65%
+$5,715.47 
RIO Rio Tinto Plc Sponsored ADR
+1.65%
+$6,116.67 
WFC Wells Fargo & Company
+1.61%
+$26,590.69 
PB Prosperity Bancshares Inc.
+1.58%
+$3,854.43 
BAC Bank of America Corporation
+1.56%
+$10,480.82 
OKE ONEOK, Inc.
+1.56%
+$4,413.25 
VSEC VSE Corporation
+1.54%
+$10,124.73 
VICI Vici Properties Inc.
+1.53%
+$3,698 
BLK BlackRock, Inc.
+1.52%
+$42,235.33 
BTI British American Tobacco p.l.c. ADR
+1.51%
+$7,812 
DAL Delta Air Lines, Inc.
+1.5%
+$12,678.82 
COF Capital One Financial Corporation
+1.48%
+$13,038.46 
SPFI South Plains Financial Inc.
+1.46%
+$7,424.92 
CAT Caterpillar Inc.
+1.44%
+$9,122.71 
MET MetLife Inc.
+1.44%
+$7,087.5 
WES Western Midstream Partners, LP
+1.43%
+$3,969 
EME EMCOR Group, Inc.
+1.42%
+$3,237.11 
COP ConocoPhillips
+1.4%
+$19,564.74 
ADI Analog Devices, Inc.
+1.37%
+$19,781.73 
PAYX Paychex Inc.
+1.37%
+$10,151.04 
XLF Financial Select Sector SPDR Fund
+1.37%
+$4,474.8 
NEE NextEra Energy, Inc.
+1.35%
+$31,183.4 
ABBV AbbVie Inc.
+1.32%
+$34,037.04 
RF Regions Financial Corporation
+1.31%
+$7,315.38 
SNX TD Synnex Corporation
+1.28%
+$11,705.26 
C Citigroup Inc.
+1.27%
+$17,411.61 
VLO Valero Energy Corporation
+1.2%
+$10,935.34 
HLT Hilton Worldwide Holdings Inc.
+1.2%
+$19,010.41 
LRCX Lam Research Corporation
+1.18%
+$58,258.34 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$946,546.2 
IWN iShares Russell 2000 Value ETF
+1.17%
+$12,348 
ICE Intercontinental Exchange, Inc.
+1.11%
+$11,528.9 
ETR Entergy Corporation
+1.11%
+$10,472.48 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$9,765.6 
JNJ Johnson & Johnson
+1.07%
+$24,163.02 
V Visa Inc. Class A
+1.05%
+$25,384.17 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$2,518.29 
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$2,511.4 
IWD iShares Russell 1000 Value ETF
+0.98%
+$4,183 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$2,550.26 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$6,853.44 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$6,359.76 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$15,642.4 
DFAR Dimensional US Real Estate ETF
+0.95%
+$2,497.5 
ALL Allstate Corporation
+0.94%
+$11,276.39 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$24,703.92 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$9,244.2 
CP Canadian Pacific Kansas City Limited
+0.86%
+$3,495.81 
THC Tenet Healthcare Corporation
+0.86%
+$3,602.82 
PG Procter & Gamble Co
+0.86%
+$13,345.16 
EIX Edison International
+0.84%
+$2,599.21 
GM General Motors Company
+0.8%
+$12,064 
NXPI NXP Semiconductors N.V.
+0.76%
+$6,488.79 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$4,857.77 
PSX Phillips 66
+0.76%
+$1,690.19 
CVX Chevron Corporation
+0.75%
+$13,526.7 
DLR Digital Realty Trust, Inc.
+0.74%
+$5,401.92 
MO Altria Group, Inc.
+0.74%
+$3,650.64 
KMB Kimberly-Clark Corporation
+0.74%
+$1,626.75 
UNH UnitedHealth Group Incorporated
+0.73%
+$6,715.17 
HD The Home Depot, Inc.
+0.73%
+$9,819.88 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$8,577.34 
VB Vanguard Small-Cap ETF
+0.7%
+$6,793.85 
COST Costco Wholesale Corporation
+0.68%
+$49,623.51 
YUM Yum! Brands, Inc.
+0.68%
+$4,274.4 
MPLX MPLX LP
+0.67%
+$2,776.28 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$67,721.85 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$7,922.07 
AVUS Avantis U.S. Equity ETF
+0.65%
+$5,537.46 
INCY Incyte Corporation
+0.65%
+$10,537.8 
MS Morgan Stanley
+0.65%
+$10,870.2 
WMB The Williams Companies, Inc.
+0.64%
+$7,306.21 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$5,048.5 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$2,860.31 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$5,456.8 
AEP American Electric Power Company, Inc.
+0.58%
+$3,941.25 
VGT Vanguard Information Technology ETF
+0.58%
+$1,779.52 
EWJ iShares MSCI Japan ETF
+0.57%
+$8,766.73 
DFAU Dimensional US Core Equity Market ETF
+0.57%
+$599,956.97 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$36,795.72 
AIG American International Group Inc.
+0.56%
+$3,163.44 
IVV iShares Core S&P 500 ETF
+0.55%
+$34,544.33 
VOO Vanguard S&P 500 ETF
+0.55%
+$108,018.51 
HON Honeywell International Inc.
+0.54%
+$6,598.55 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$106,121.76 
URI United Rentals, Inc.
+0.54%
+$11,379.25 
GOOGL Alphabet Inc
+0.53%
+$48,670.62 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$42,768.46 
TOST Toast Inc.
+0.53%
+$1,347.97 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$1,659.84 
DFAE Dimensional Emerging Core Equity Market ETF
+0.48%
+$117,055.77 
DAVE Dave Inc.
+0.47%
+$1,755.01 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$4,073.6 
NET Cloudflare Inc.
+0.46%
+$1,999.92 
GOOG Alphabet Inc
+0.45%
+$8,270.4 
WMT Walmart Inc.
+0.45%
+$8,913.26 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$187,929.36 
ZECP Zacks Earnings Consistent Portfolio
+0.43%
+$1,682.09 
IXUS iShares Core International Stock ETF
+0.43%
+$7,316.04 
CSX CSX Corporation
+0.42%
+$10,129 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.42%
+$7,906.24 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,743.63 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$14,322 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$23,642.24 
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$9,635.55 
VOOG Vanguard S&P 500 Growth ETF
+0.38%
+$334,734.9 
GD General Dynamics Corporation
+0.38%
+$2,669.7 
PEP PepsiCo, Inc.
+0.38%
+$1,805.76 
GAB Gabelli Equity Trust Inc.
+0.35%
+$942.56 
CDNS Cadence Design Systems, Inc.
+0.32%
+$11,210.58 
SNY Sanofi American Depositary Receipt
+0.32%
+$1,052.8 
FANG Diamondback Energy Inc
+0.28%
+$597.24 
XOM Exxon Mobil Corporation
+0.28%
+$13,589.35 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$1,122 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$7,767.91 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.25%
+$438.44 
ADP Automatic Data Processing Inc.
+0.2%
+$5,167.48 
VUG Vanguard Growth ETF
+0.18%
+$44,273.7 
CIEN Ciena Corporation
+0.17%
+$2,097.63 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$3,390.9 
NVDA NVIDIA Corporation
+0.16%
+$19,746.24 
PFE Pfizer Inc.
+0.15%
+$2,465.48 
IEUR iShares Core MSCI Europe ETF
+0.14%
+$5,573.15 
GPI Group 1 Automotive Inc.
+0.13%
+$2,549.34 
EALT Bear Family of Funds, Inc.
+0.12%
+$657.71 
PH Parker-Hannifin Corporation
+0.12%
+$372.95 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$12,861.16 
LVS Las Vegas Sands Corp.
+0.12%
+$480.48 
TRP TC Energy Corporation
+0.12%
+$496 
KO The Coca-Cola Company
+0.11%
+$3,451.32 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$330.01 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$969.15 
CW Curtiss-Wright Corporation
+0.1%
+$626.03 
MSFT Microsoft Corp.
+0.1%
+$9,551.76 
APRJ Innovator Premium Income 30 Barrier ETF - April Series
+0.08%
+$814.24 
CL Colgate-Palmolive Company
+0.07%
+$376.8 
CB Chubb Limited
+0.06%
+$1,002.01 
LOCT Innovator Premium Income 15 Buffer ETF October
+0.04%
+$146.02 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$492.16 
PANW Palo Alto Networks, Inc.
+0.03%
+$310.5 
ORCL Oracle Corporation
+0.02%
+$312.38 
MCD McDonald's Corporation
+0.01%
+$186.25 
AZN
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
EQT
0%
$0 
FSSL
0%
$0 
FTAI
0%
$0 
GABRT
0%
$0 
GBFH
0%
$0 
TRI
0%
$0 
HIMS Hims & Hers Health, Inc.
-7.1%
-$20,500 
ADBE Adobe Inc.
-6.75%
-$125,304.81 
USAC Usa Compression Partners L.P.
-5.51%
-$15,600 
CRDO Credo Technology Group Holding Ltd.
-5.27%
-$34,944.78 
SMCI Super Micro Computer Inc
-4.72%
-$15,100 
SYM Symbotic Inc. Class A
-2.8%
-$8,400 
LULU lululemon athletica inc.
-2.52%
-$18,447.63 
LLY Eli Lilly and Company
-2.41%
-$162,053.81 
PLTR Palantir Technologies Inc.
-2.36%
-$13,030.54 
SHOP Shopify Inc.
-2.02%
-$7,187.29 
DDOG Datadog, Inc. Class A Common Stock
-1.85%
-$8,515.12 
LRN Stride, Inc.
-1.77%
-$30,726.08 
ABT Abbott Laboratories
-1.64%
-$4,867.17 
AAPL Apple Inc.
-1.52%
-$330,201 
LMT Lockheed Martin Corporation
-1.52%
-$34,468.68 
MU Micron Technology, Inc.
-1.43%
-$58,366.22 
MRK Merck & Co., Inc.
-1.42%
-$11,296.24 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$24,458.4 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$5,238.02 
LYFT Lyft Inc.
-1.24%
-$2,550 
AMZN Amazon.com Inc
-1.23%
-$132,646.03 
WLDN Willdan Group, Inc.
-1.21%
-$14,298.06 
NFLX Netflix, Inc.
-1.14%
-$12,095.58 
OKTA Okta Inc.
-1.03%
-$3,746.16 
UBER Uber Technologies, Inc.
-1.01%
-$4,019.4 
AVGO Broadcom Inc.
-0.91%
-$101,118.59 
NOW ServiceNow, Inc.
-0.9%
-$1,983.69 
SPOT Spotify Technology S.A.
-0.82%
-$6,024 
MPWR Monolithic Power Systems, Inc.
-0.77%
-$15,874.67 
EW Edwards Lifesciences Corporation
-0.76%
-$1,813.5 
APG Api Group Corporation
-0.75%
-$6,033.6 
EXEL Exelixis Inc.
-0.69%
-$3,700 
CSCO Cisco Systems, Inc.
-0.6%
-$18,922.38 
BSX Boston Scientific Corporation
-0.55%
-$1,369.42 
FICO Fair Isaac Corporation
-0.52%
-$2,762.49 
ATI ATI Inc.
-0.51%
-$9,405.42 
UPS United Parcel Service, Inc.
-0.51%
-$3,347.86 
DOV Dover Corporation
-0.5%
-$2,017.42 
OLLI Ollie's Bargain Outlet Holdings Inc.
-0.48%
-$1,590 
ISRG Intuitive Surgical, Inc.
-0.45%
-$5,689.26 
RBLX Roblox Corporation
-0.41%
-$720 
MCK McKesson Corporation
-0.4%
-$4,496.5 
NOC Northrop Grumman Corporation
-0.4%
-$9,515.55 
DHR Danaher Corporation
-0.38%
-$2,298.32 
RTX RTX Corporation
-0.37%
-$14,464.49 
CRM Salesforce Inc
-0.34%
-$2,768.08 
AA Alcoa Corporation
-0.3%
-$1,531.53 
DIS The Walt Disney Company
-0.3%
-$1,528.79 
META Meta Platforms Inc Class A
-0.26%
-$10,975.13 
IONQ IonQ, Inc.
-0.24%
-$1,050 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$8,486.4 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$496.44 
GILD Gilead Sciences Inc.
-0.22%
-$2,209.48 
SHEL Shell plc
-0.22%
-$502.55 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$829.76 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$644.83 
PAA Plains All American Pipeline, L.P.
-0.18%
-$584 
CRS Carpenter Technology Corporation
-0.17%
-$1,961.32 
TTWO Take-Two Interactive Software, Inc.
-0.16%
-$1,449.37 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.13%
-$279.72 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$3,604.56 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$31,321.78 
DFCF Dimensional Core Fixed Income ETF
-0.1%
-$1,723.52 
EPD Enterprise Products Partners L.P.
-0.08%
-$279 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$35,404.08 
NLY Annaly Capital Management, Inc.
-0.04%
-$110 
PAGP Plains GP Holdings, L.P.
-0.04%
-$175.62 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.04%
-$736.78 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$11,912.18 Events
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Dividends
Dividend Analysis
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| Trades 1223 | Longs Won 844/1223 69% | Profit Factor 16.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $945,145.14 |
| Average Win $281,188.38 | Best Trade (Jun 14) $17.39M | Sharpe Ratio -2.57 |
| Average Loss -$38,428.24 | Worst Trade (Jun 14) -$1.86M | Z-Score 6.58 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4w | Expectancy $182,172.77 |
| 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 | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
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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