Bluestem Wealth Partners LLC Portfolio
Invests via BlueStem Wealth Partners, LLC | Managed by Jill Lawrence, Scott Marquardt, Andy Warning
Invests via BlueStem Wealth Partners, LLC
Managed by Jill Lawrence, Scott Marquardt, Andy Warning
Automatically Tracked
Company Profile
Regional wealth manager focused on providing advisory, financial planning and retirement solutions to high-net-worth and affluent individuals, families and small institutions. BlueStem Wealth Partners, LLC offers fiduciary investment management, customized portfolios, tax-aware strategies and estate planning coordination, leveraging a hybrid advisor model and technology-driven reporting. Capital positioning targets recurring fee income from AUM with potential for expansion via strategic advisory hires and local market partnerships.
Regional wealth manager focused on providing advisory, financial planning and retirement solutions to high-net-worth and affluent individuals, families and small institutions. BlueStem Wealth Partners, LLC offers fiduciary investment management, customized portfolios, tax-aware strategies and estate planning coordination, leveraging a hybrid advisor model and technology-driven reporting. Capital positioning targets recurring fee income from AUM with potential for expansion via strategic advisory hires and local market partnerships.
Investment Philosophy & Strategy
Positions capital and advice around disciplined, fiduciary wealth management that prioritizes tax-aware, income-generating portfolios for affluent and HNW households. Uses AUM-driven recurring fee economics to underwrite customized, multi-asset allocations with conservative downside controls, liability-aware time horizons and an emphasis on tax efficiency and retirement income sustainability. Growth is driven by local advisory expansion and partnership channels rather than aggressive proprietary investing; underwriting favors liquid, low-cost ETFs, high-quality fixed income and selective equity exposure calibrated to client goals and risk budgets. Technology-enabled reporting and hybrid advice reinforce consistency and operational scalability.
Positions capital and advice around disciplined, fiduciary wealth management that prioritizes tax-aware, income-generating portfolios for affluent and HNW households. Uses AUM-driven recurring fee economics to underwrite customized, multi-asset allocations with conservative downside controls, liability-aware time horizons and an emphasis on tax efficiency and retirement income sustainability. Growth is driven by local advisory expansion and partnership channels rather than aggressive proprietary investing; underwriting favors liquid, low-cost ETFs, high-quality fixed income and selective equity exposure calibrated to client goals and risk budgets. Technology-enabled reporting and hybrid advice reinforce consistency and operational scalability.
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:
23.42%
Gain +0.65%
Monthly
1.06%
Yearly
13.47%
Drawdown
13.53%
$1.02B
Equity
Holdings
$1.02B
Investment
$918.77M
$173.63M
Profit +$6.11M
Realized
$71.19M
Unrealized
$102.44M
Dividends
$29.21M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.65%
Profit
$6.11M
Win %
71%
This Week
Compared To Last Week
Gain
0.6%
Profit
$6.11M
Win %
71%
This Month
Compared to last month
Gain
2.35%
Profit
$23.43M
Win %
71%
This Year
Compared to last year
Gain
1.66%
Profit
$16.7M
Win %
71%
MCK McKesson Corporation
+2.49%
+$6,657.6 
BSX Boston Scientific Corporation
+1.45%
+$12,881.58 
ABT Abbott Laboratories
+1.01%
+$2,777.5 
CVX Chevron Corporation
+0.9%
+$2,219 
META Meta Platforms Inc Class A
+0.71%
+$3,326.42 
TSLA Tesla, Inc.
+0.58%
+$9,790.89 
ICVT iShares Convertible Bond ETF
+0.23%
+$34,088.85 
PAAA PGIM AAA CLO ETF
+0.02%
+$61.28 
FLCC Federated Hermes MDT Large Cap Core ETF
0%
+$56.02 
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
0%
+$16 
ABBV AbbVie Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMP Ameriprise Financial, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.02 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
CAT Caterpillar Inc.
0%
-$0.02 
COCH Envoy Medical, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
FAST Fastenal Co.
0%
$0 
GE General Electric Company
0%
-$0.02 
GOOG Alphabet Inc
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HWKN Hawkins Inc.
0%
$0 
INTC Intel Corporation
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
LLY Eli Lilly and Company
0%
-$0.01 
LNG Cheniere Energy Inc.
0%
$0 
MDT Medtronic plc
0%
$0 
MMM 3M Company
0%
+$0.03 
MSFT Microsoft Corp.
0%
+$0.01 
MU Micron Technology, Inc.
0%
$0 
NAT Nordic American Tankers Ltd.
0%
$0 
OBDC Blue Owl Capital Corporation
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
TGT Target Corporation
0%
-$0.02 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UNH UnitedHealth Group Incorporated
0%
+$0.03 
WFC Wells Fargo & Company
0%
$0 
WMT Walmart Inc.
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.02 
ACWI iShares MSCI ACWI ETF
0%
-$0.24 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AOK iShares Core Conservative Allocation ETF
0%
$0 
AOA iShares Core Aggressive Allocation ETF
0%
$0 
AOR iShares Core 60/40 Balanced Allocation ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BLV Vanguard Long-Term Bond ETF
0%
$0 
CALF Pacer US Small Cap Cash Cows 100 ETF
0%
$0 
CGMS Capital Group U.S. Multi-Sector Income ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
+$0.05 
DES WisdomTree U.S. SmallCap Dividend Fund
0%
-$0.01 
DEM WisdomTree Emerging Markets High Dividend Fund
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
$0 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
0%
$0 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
+$0.04 
ESGE iShares ESG Aware MSCI EM ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
-$0.14 
EWC iShares MSCI Canada ETF
0%
$0 
EWT iShares MSCI Taiwan ETF
0%
$0 
EWY iShares MSCI South Korea ETF
0%
$0 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
IDV iShares International Select Dividend ETF
0%
$0 
IGEB iShares Investment Grade Corporate Bond ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.01 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
+$0.07 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.71 
IXUS iShares Core International Stock ETF
0%
$0 
JPLD JPMorgan Limited Duration ETF
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NUSC Nuveen ESG Small-Cap ETF
0%
$0 
NULG Nuveen ESG Large-Cap Growth ETF
0%
$0 
NULV Nuveen ESG Large-Cap Value ETF
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
-$0.06 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
RECS Columbia Research Enhanced Core ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SIHY Harbor Scientific Alpha High-Yield ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
+$0.01 
SPYI NEOS S&P 500 High Income ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.04 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VWOB Vanguard Emerging Markets Government Bond Fund
0%
$0 
VTV Vanguard Value ETF
0%
-$0.26 
VUG Vanguard Growth ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$1.05 
XLE Energy Select Sector SPDR Fund
0%
$0 
YLD Principal Active High Yield ETF
0%
$0 
QQQI Neos NASDAQ-100 High Income ETF
0%
$0 
GEV GE Vernova Inc.
0%
+$0.01 
PBDE PGIM US Large Cap Core Bond ETF
0%
$0 
FLXR TCW Flexible Income ETF
0%
$0 
CGHM Capital Group Municipal High-Income ETF
0%
$0 
JMTG JPMorgan Mortgage-Backed Securities ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
GOOGL Alphabet Inc
-3.84%
-$73,648.91 
AMZN Amazon.com Inc
-2.09%
-$42,154.23 
TJX The TJX Companies, Inc.
-1.94%
-$5,149.78 
AAPL Apple Inc.
-1.09%
-$65,385.3 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$62,733.66 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$1,494.37 
SPMO Invesco S&P 500 Momentum ETF
-0.09%
-$12,958.26 
NVDA NVIDIA Corporation
-0.02%
-$722.15 
ADP Automatic Data Processing Inc.
0%
-$5.15 Events
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Dividends
Dividend Analysis
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| Trades 799 | Longs Won 554/799 69% | Profit Factor 12.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.11M |
| Average Win $340,967.39 | Best Trade (Dec 31) $15.5M | Sharpe Ratio -11.46 |
| Average Loss -$62,310.36 | Worst Trade (Mar 31) -$1.62M | Z-Score 6.64 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 2d | Expectancy $217,309.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,518 | $4.85M | $5.95M | - | $1.11M | 22.81% | -1.087% |
| ABBV AbbVie Inc. | 1,012 | $254,741 | $250,945.64 | - | -$3,795.36 | -1.49% | 0.0 |
| ABT Abbott Laboratories | 2,525 | $229,150 | $277,043 | - | $47,893 | 20.9% | +1.013% |
| ACWI iShares MSCI ACWI ETF | 23,934 | $3.76M | $3.86M | - | $98,901.4 | 2.63% | 0.0 |
| ADP Automatic Data Processing Inc. | 1,033 | $231,329 | $282,706.27 | - | $51,377.27 | 22.21% | -0.002% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,952 | $482,436.25 | $481,532.48 | - | -$903.77 | -0.19% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 624 | $362,488 | $293,005.44 | - | -$69,482.56 | -19.17% | 0.0 |
| AMP Ameriprise Financial, Inc. | 4,828 | $2.57M | $2.69M | - | $121,680.94 | 4.73% | 0.0 |
| AMZN Amazon.com Inc | 7,243 | $1.58M | $1.97M | - | $387,517.61 | 24.46% | -2.093% |
| AOA iShares Core Aggressive Allocation ETF | 12,377 | $953,524.17 | $1.23M | - | $273,407.84 | 28.67% | 0.0 |
| AOK iShares Core Conservative Allocation ETF | 29,199 | $1.09M | $1.21M | - | $116,498.63 | 10.7% | 0.0 |
| AOM iShares Core 40/60 Moderate Allocation ETF | 25,510 | $1.11M | $1.27M | - | $161,986.14 | 14.62% | 0.0 |
| AOR iShares Core 60/40 Balanced Allocation ETF | 58,683 | $3.37M | $4.1M | - | $736,607.5 | 21.88% | 0.0 |
| AVGO Broadcom Inc. | 2,021 | $619,121.07 | $853,670.4 | - | $234,549.33 | 37.88% | 0.0 |
| AVUV Avantis U.S. Small Cap Value ETF | 64,427 | $6.39M | $8.18M | - | $1.79M | 28.05% | 0.0 |
| AXP American Express Company | 848 | $273,510.14 | $287,353.27 | - | $13,843.13 | 5.06% | 0.0 |
| BAC Bank of America Corporation | 12,524 | $605,817.69 | $799,782.64 | - | $193,964.95 | 32.02% | 0.0 |
| BLV Vanguard Long-Term Bond ETF | 180,997 | $12.48M | $11.91M | - | -$562,924.45 | -4.51% | 0.0 |
| BND Vanguard Total Bond Market Index Fund | 262,475 | $19.13M | $18.94M | - | -$188,502.67 | -0.99% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 561 | $281,353.17 | $297,004.62 | - | $15,651.45 | 5.56% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Bluestem Wealth Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $17.83M, Vanguard Growth ETF - $16.72M, Schwab International Equity ETF - $10.17M, Schwab Fundamental U.S. Large Company Index ETF - $9.25M, and Columbia Research Enhanced Core ETF - $6.74M. 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: Pacer US Small Cap Cash Cows 100 ETF - $1.01M, iShares Core S&P Mid-Cap ETF - $752,163.35, Schwab U.S. Large-Cap ETF - $627,515.7, State Street Technology Select Sector SPDR ETF - $502,009.94, and Federated Hermes MDT Large Cap Core ETF - $145,276.82. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bluestem Wealth Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $29.21M earned over time. The largest contributors to dividend income include Schwab International Equity ETF - $2.92M, iShares Core S&P 500 ETF - $2.18M, Capital Group U.S. Multi-Sector Income ETF - $1.75M, iShares U.S. Treasury Bond ETF - $1.71M, and Vanguard Total Bond Market Index Fund - $1.5M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bluestem Wealth Partners LLC's monthly returns?
Bluestem Wealth Partners LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Bluestem Wealth Partners LLC's strategy be considered aggressive or moderate?
Bluestem Wealth Partners LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Bluestem Wealth Partners LLC's strategy?
Bluestem Wealth Partners LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
