Thaddeus Gilliam Portfolio
Invests via Verisail Partners, LLC | Managed by Thad Gilliam, Scott Voigt, Taylor Stanfill
Invests via Verisail Partners, LLC
Managed by Thad Gilliam, Scott Voigt, Taylor Stanfill
Automatically Tracked
Thaddeus Gilliam Profile
Veteran private equity and healthcare executive focused on growth-stage medical services and tech-enabled care. Thaddeus Gilliam combines operating experience in clinical services with buyout and growth-equity investing, leading deal sourcing, diligence and portfolio operations; he is known for scaling revenue-cycle, group-practice and ambulatory platforms and for board-level oversight of clinical integration and margin expansion.
Veteran private equity and healthcare executive focused on growth-stage medical services and tech-enabled care. Thaddeus Gilliam combines operating experience in clinical services with buyout and growth-equity investing, leading deal sourcing, diligence and portfolio operations; he is known for scaling revenue-cycle, group-practice and ambulatory platforms and for board-level oversight of clinical integration and margin expansion.
Investment Philosophy & Strategy
Combines operational healthcare expertise with growth-equity discipline, targeting scalable medical services and tech-enabled care platforms. Prefers control or influential minority stakes in revenue-cycle, ambulatory and group-practice businesses where clinical integration and margin expansion are achievable through hands-on portfolio operations. Emphasizes rigorous clinical and financial diligence, unit economics improvement, and buy-and-build roll-up strategies with a 3–7 year horizon. Risk management centers on regulatory-savvy underwriting, operational KPIs and board-level governance to drive predictable cashflow and exit optionality.
Combines operational healthcare expertise with growth-equity discipline, targeting scalable medical services and tech-enabled care platforms. Prefers control or influential minority stakes in revenue-cycle, ambulatory and group-practice businesses where clinical integration and margin expansion are achievable through hands-on portfolio operations. Emphasizes rigorous clinical and financial diligence, unit economics improvement, and buy-and-build roll-up strategies with a 3–7 year horizon. Risk management centers on regulatory-savvy underwriting, operational KPIs and board-level governance to drive predictable cashflow and exit optionality.
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:
21.92%
Gain -0.56%
Monthly
0.92%
Yearly
11.7%
Drawdown
11.6%
$266.76M
Equity
Holdings
$266.76M
Investment
$221.79M
$46.54M
Profit -$1.43M
Realized
$1.57M
Unrealized
$44.97M
Dividends
$9.73M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.56%
Profit
-$1.43M
Win %
56%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$1.55M
Win %
56%
This Month
Compared to last month
Gain
0.44%
Profit
$1.17M
Win %
56%
This Year
Compared to last year
Gain
-1.11%
Profit
-$3.01M
Win %
60%
CINF Cincinnati Financial Corporation
+1.94%
+$5,449.68 
MAR Marriott International Inc. - Class A
+0.85%
+$27,853.84 
WMT Walmart Inc.
+0.78%
+$4,457.4 
ABBV AbbVie Inc.
+0.76%
+$2,578.3 
BRK-B Berkshire Hathaway Inc.
+0.74%
+$6,056.73 
DFAR Dimensional US Real Estate ETF
+0.3%
+$671.1 
DFIC Dimensional International Core Equity Market ETF
+0.15%
+$70,250.9 
VTEB Vanguard Tax-Exempt Bond ETF
+0.09%
+$246.99 
DFNM Dimensional National Municipal Bond ETF
+0.07%
+$1,514.28 
VOE Vanguard Mid-Cap Value ETF
+0.05%
+$113.28 
DFGR Dimensional Global Real Estate ETF
+0.04%
+$9,835.55 
PANW Palo Alto Networks, Inc.
-7.63%
-$16,984.25 
MSFT Microsoft Corp.
-2.47%
-$27,667.16 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.65%
-$284,051.37 
IVV iShares Core S&P 500 ETF
-1.3%
-$6,060.13 
DFAU Dimensional US Core Equity Market ETF
-1.29%
-$33,582.12 
VOO Vanguard S&P 500 ETF
-1.29%
-$3,678.3 
DFAC Dimensional U.S. Core Equity 2 ETF
-1.17%
-$1.15M 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.58%
-$1,246.14 
DFSV Dimensional US Small Cap Value ETF
-0.35%
-$2,220.89 
AAPL Apple Inc.
-0.2%
-$1,820.7 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.13%
-$312 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.08%
-$537.08 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.04%
-$8,468.48 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.04%
-$9,018.86 
DFCF Dimensional Core Fixed Income ETF
-0.04%
-$8,212.33 Events
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Dividends
Dividend Analysis
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| Trades 145 | Longs Won 92/145 63% | Profit Factor 43.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.11M |
| Average Win $517,802.53 | Best Trade (Oct 14) $21.83M | Sharpe Ratio -133.71 |
| Average Loss -$20,785.59 | Worst Trade (Oct 14) -$420,978.07 | Z-Score -0.32 (24.76%) |
| Commissions $0 | Avg. Trade Length 11m 1w 6d | Expectancy $320,939.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 1.79% |
| Consecutive Losing Trades | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,601 | $631,885.59 | $887,721.3 | - | $255,835.71 | 40.49% | -0.205% |
| ABBV AbbVie Inc. | 1,202 | $223,247.28 | $343,225.09 | - | $119,977.81 | 53.74% | +0.757% |
| BRK-B Berkshire Hathaway Inc. | 1,555 | $705,435.34 | $823,489.12 | - | $118,053.78 | 16.73% | +0.741% |
| CINF Cincinnati Financial Corporation | 1,682 | $241,786.28 | $286,713.72 | - | $44,927.44 | 18.58% | +1.938% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 2.18M | $75.35M | $97.22M | - | $21.87M | 29.02% | -1.173% |
| DFAR Dimensional US Real Estate ETF | 8,948 | $204,920 | $221,149.82 | - | $16,229.82 | 7.92% | +0.304% |
| DFAU Dimensional US Core Equity Market ETF | 49,025 | $1.99M | $2.57M | - | $578,678.09 | 29.07% | -1.29% |
| DFCF Dimensional Core Fixed Income ETF | 547,489 | $22.69M | $22.23M | - | -$459,530.09 | -2.03% | -0.037% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 447,325 | $11.78M | $16.92M | - | $5.14M | 43.66% | -1.651% |
| DFGR Dimensional Global Real Estate ETF | 870,403 | $22.36M | $23.82M | - | $1.47M | 6.57% | +0.041% |
| DFGX Dimensional Global ex US Core Fixed Income Fund | 450,943 | $23.64M | $23.3M | - | -$338,631.39 | -1.43% | -0.039% |
| DFIC Dimensional International Core Equity Market ETF | 1.28M | $33.32M | $48.13M | - | $14.82M | 44.47% | +0.146% |
| DFNM Dimensional National Municipal Bond ETF | 43,265 | $2.07M | $2.02M | - | -$45,359.32 | -2.19% | +0.075% |
| DFSB Dimensional Global Sustainability Fixed Income ETF | 13,427 | $697,893.4 | $672,558.43 | - | -$25,334.97 | -3.63% | -0.08% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 423,424 | $19.91M | $19.81M | - | -$98,173.5 | -0.49% | -0.043% |
| DFSV Dimensional US Small Cap Value ETF | 16,451 | $507,539.96 | $627,358.88 | - | $119,818.92 | 23.61% | -0.353% |
| IVV iShares Core S&P 500 ETF | 603 | $373,368.97 | $461,361.33 | - | $87,992.36 | 23.57% | -1.297% |
| MAR Marriott International Inc. - Class A | 8,492 | $2.37M | $3.3M | - | $934,453.37 | 39.45% | +0.85% |
| MSFT Microsoft Corp. | 2,074 | $886,833.32 | $1.09M | - | $204,298.08 | 23.04% | -2.473% |
| PANW Palo Alto Networks, Inc. | 601 | $204,953 | $205,548.01 | - | $595.01 | 0.29% | -7.632% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Thaddeus Gilliam?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Core Equity Market ETF - $2.57M, Dimensional U.S. Core Equity 2 ETF - $1.7M, Dimensional Core Fixed Income ETF - $1.54M, Dimensional Short-Duration Fixed Income ETF - $1.28M, and Dimensional Global Real Estate ETF - $1.28M. 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: Vanguard Russell 2000 Value Index Fund - $16,184.21 and Duke Energy Corporation - $5,051.21. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thaddeus Gilliam's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.73M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $2.05M, Dimensional Core Fixed Income ETF - $1.54M, Dimensional U.S. Core Equity 2 ETF - $1.49M, Dimensional Short-Duration Fixed Income ETF - $1.28M, and Dimensional Global Real Estate ETF - $1.26M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thaddeus Gilliam's monthly returns?
Thaddeus Gilliam'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 Thaddeus Gilliam's strategy be considered aggressive or moderate?
Thaddeus Gilliam'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 Thaddeus Gilliam's strategy?
Thaddeus Gilliam'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.
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