Andrew Stafford Portfolio
Invests via PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Managed by Kerry Lawing, Andrew Stafford, Brad Lawing
Invests via PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Managed by Kerry Lawing, Andrew Stafford, Brad Lawing
Automatically Tracked
Andrew Stafford Profile
Seasoned growth-stage investor and founder with operational background in technology and digital services. Andrew Stafford has led fundraising, strategic partnerships and scaling initiatives for multiple startups, and serves on several boards advising product, go-to-market and M&A strategy. Investment focus spans fintech, SaaS and consumer platforms, with experience deploying capital, building teams and driving exit planning.
Seasoned growth-stage investor and founder with operational background in technology and digital services. Andrew Stafford has led fundraising, strategic partnerships and scaling initiatives for multiple startups, and serves on several boards advising product, go-to-market and M&A strategy. Investment focus spans fintech, SaaS and consumer platforms, with experience deploying capital, building teams and driving exit planning.
Investment Philosophy & Strategy
Combines operational founder experience with growth-stage capital allocation, prioritizing scalable fintech, SaaS and consumer platforms that demonstrate product-market fit and repeatable unit economics. Prefers active, board-level involvement to accelerate go-to-market, talent buildout and M&A preparation. Investment decisions emphasize revenue growth with margin path, disciplined cohort-level underwriting, staged capital deployments tied to milestone achievement, and a 3–7 year horizon oriented toward strategic exits or category leadership.
Combines operational founder experience with growth-stage capital allocation, prioritizing scalable fintech, SaaS and consumer platforms that demonstrate product-market fit and repeatable unit economics. Prefers active, board-level involvement to accelerate go-to-market, talent buildout and M&A preparation. Investment decisions emphasize revenue growth with margin path, disciplined cohort-level underwriting, staged capital deployments tied to milestone achievement, and a 3–7 year horizon oriented toward strategic exits or category leadership.
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:
42.1%
Gain +0.07%
Monthly
0.81%
Yearly
10.13%
Drawdown
17.77%
$654.33M
Equity
Holdings
$654.33M
Investment
$622.11M
$132.39M
Profit +$314,852.13
Realized
$100.17M
Unrealized
$32.21M
Dividends
$53.13M
Goals
Avg. 42.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.07%
Profit
$314,852.13
Win %
66%
This Week
Compared To Last Week
Gain
-0.92%
Profit
-$6.08M
Win %
66%
This Month
Compared to last month
Gain
0.96%
Profit
$6.19M
Win %
66%
This Year
Compared to last year
Gain
-3.1%
Profit
-$20.91M
Win %
63%
HONA Honeywell Aerospace Inc.
+3.21%
+$40,945.36 
USB U.S. Bancorp
+3%
+$101,197.92 
C Citigroup Inc.
+2.85%
+$94,499.73 
PM Philip Morris International Inc.
+2.63%
+$5,917.86 
TFC Truist Financial Corporation
+2.57%
+$83,873.46 
JPM JPMorgan Chase & Co.
+2.56%
+$287,536.08 
COF Capital One Financial Corporation
+2.29%
+$4,660.32 
LMT Lockheed Martin Corporation
+2.27%
+$9,865.67 
PEP PepsiCo, Inc.
+2.11%
+$71,893.59 
MDLZ Mondelez International, Inc.
+2.05%
+$52,829.41 
WFC Wells Fargo & Company
+2.03%
+$150,390.24 
GE General Electric Company
+1.97%
+$7,699.9 
CCI Crown Castle Inc.
+1.94%
+$99,113.2 
GRMN Garmin Ltd.
+1.93%
+$5,994.94 
HD The Home Depot, Inc.
+1.92%
+$8,585.88 
LOW Lowe's Companies Inc.
+1.9%
+$56,610.89 
LLY Eli Lilly and Company
+1.75%
+$220,708.3 
TJX The TJX Companies, Inc.
+1.73%
+$3,837.31 
ORLY O'Reilly Automotive Inc.
+1.7%
+$171,655.5 
EVRG Evergy Inc.
+1.67%
+$54,643.44 
KO The Coca-Cola Company
+1.66%
+$67,160.88 
SLB Schlumberger Limited
+1.55%
+$3,910.5 
SHLD Global X Defense Tech ETF
+1.52%
+$116,295.36 
SO The Southern Company
+1.51%
+$3,296.59 
AMT American Tower Corporation
+1.48%
+$145,880.44 
BAC Bank of America Corporation
+1.44%
+$97,538.38 
JNJ Johnson & Johnson
+1.42%
+$42,900.5 
MO Altria Group, Inc.
+1.38%
+$48,664.2 
VZ Verizon Communications Inc.
+1.32%
+$5,171.4 
ET Energy Transfer L.P.
+1.31%
+$4,885.14 
MRK Merck & Co., Inc.
+1.3%
+$55,822.91 
CL Colgate-Palmolive Company
+1.27%
+$3,390.14 
RITM Rithm Capital Corp.
+1.26%
+$60,807.01 
LHX L3Harris Technologies, Inc.
+1.26%
+$53,776.44 
FRT Federal Realty Investment Trust
+1.22%
+$71,439.57 
TMUS T-Mobile US, Inc.
+1.21%
+$7,426.37 
BRO Brown & Brown Inc.
+1.21%
+$3,516.98 
NEE NextEra Energy, Inc.
+1.2%
+$103,006.6 
AVDV Avantis International Small Cap Value ETF
+1.19%
+$26,641.6 
DFIV Dimensional International Value ETF
+1.18%
+$53,094.93 
COST Costco Wholesale Corporation
+1.17%
+$3,806.19 
BRK-B Berkshire Hathaway Inc.
+1.16%
+$13,067.91 
PCG PG&E Corporation
+1.12%
+$1,527.29 
CVX Chevron Corporation
+1.1%
+$5,173.98 
AAPL Apple Inc.
+1.08%
+$46,181.68 
ABBV AbbVie Inc.
+1.08%
+$5,332.61 
GLPI Gaming and Leisure Properties, Inc.
+1.05%
+$64,934.57 
SCHD Schwab U.S. Dividend Equity ETF
+1.04%
+$4,544 
XEL Xcel Energy Inc.
+1.04%
+$31,611.06 
WMT Walmart Inc.
+1.02%
+$41,539.75 
V Visa Inc. Class A
+0.99%
+$48,391.45 
ITW Illinois Tool Works Inc.
+0.98%
+$2,246.59 
IEFA iShares Core MSCI EAFE ETF
+0.85%
+$2,678.94 
EFAA Invesco MSCI EAFE Income Advantage ETF
+0.78%
+$67,857.2 
GS The Goldman Sachs Group, Inc.
+0.78%
+$24,005.48 
XOM Exxon Mobil Corporation
+0.77%
+$9,652.57 
TXN Texas Instruments Inc
+0.75%
+$2,467.5 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.74%
+$63,892.34 
MRSH Marsh & McLennan Companies, Inc.
+0.72%
+$2,007.33 
VTV Vanguard Value ETF
+0.67%
+$1,993.62 
IYRI Neos Real Estate High Income ETF
+0.65%
+$42,271.5 
SCHF Schwab International Equity ETF
+0.63%
+$1,650.75 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.58%
+$8,747.22 
NLY Annaly Capital Management, Inc.
+0.54%
+$34,317.4 
MCK McKesson Corporation
+0.53%
+$22,570.62 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.49%
+$1,133.73 
WM Waste Management, Inc.
+0.46%
+$13,180.96 
CMI Cummins Inc.
+0.46%
+$957.42 
IWD iShares Russell 1000 Value ETF
+0.43%
+$1,821.39 
JCPI J.P. Morgan Inflation Managed Bond Fund
+0.39%
+$4,022.46 
ABT Abbott Laboratories
+0.38%
+$12,471.2 
JEPI JPMorgan Equity Premium Income Fund
+0.35%
+$1,103.4 
AVSC Avantis U.S. Small Cap Equity ETF
+0.34%
+$56,079.36 
RAAX VanEck Real Assets ETF
+0.3%
+$6,264.57 
CR Crane NXT Co.
+0.23%
+$426.76 
RSP Invesco S&P 500 Equal Weight ETF
+0.2%
+$57,645.37 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
+0.19%
+$5,906.36 
MTBA Simplify MBS ETF
+0.17%
+$15,566.64 
SDSI American Century Short Duration Strategic Income ETF
+0.15%
+$8,539.05 
FTAI FTAI Aviation Ltd.
+0.14%
+$5,125.68 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.14%
+$660.54 
GEV GE Vernova Inc.
+0.13%
+$9,348.39 
UNP Union Pacific Corporation
+0.11%
+$3,290.2 
GLD SPDR Gold Shares
+0.1%
+$329.61 
JMUB JPMorgan Municipal Bond ETF
+0.09%
+$924.57 
EVSD Eaton Vance Short Duration Income Fund
+0.07%
+$4,249.24 
WAB Wabtec Corporation
+0.06%
+$2,947.14 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.06%
+$4,962.95 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
+0.06%
+$5,182.97 
PULS PGIM Ultra Short Bond ETF
+0.05%
+$1,940.25 
BKLN Invesco Senior Loan ETF
+0.05%
+$4,262.36 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$762.34 
PAAA PGIM AAA CLO ETF
+0.03%
+$1,517.78 
VRP Invesco Variable Rate Preferred ETF
+0.02%
+$145.32 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$198.13 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$38.62 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$27.22 
LRN Stride, Inc.
0%
$0 
JPHY JPMorgan Active High Yield ETF
0%
$0 
VRIG Invesco Variable Rate Investment Grade ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CRWV CoreWeave, Inc.
-9.3%
-$67,093.92 
PANW Palo Alto Networks, Inc.
-6.3%
-$40,728.3 
VIAV Viavi Solutions Inc.
-6.08%
-$209,108.48 
PLTR Palantir Technologies Inc.
-6.04%
-$21,780 
STX Seagate Technology Holdings plc
-5.77%
-$8,406.24 
AEYE AudioEye, Inc.
-5.71%
-$9,806.8 
WDC Western Digital Corporation
-4.89%
-$8,759.75 
LITE Lumentum Holdings Inc.
-4.51%
-$9,496.08 
INTC Intel Corporation
-4.28%
-$7,197.77 
MKSI MKS Instruments Inc.
-3.96%
-$179,552.48 
MU Micron Technology, Inc.
-3.85%
-$50,684.31 
STRL Sterling Infrastructure, Inc.
-3.75%
-$83,215.8 
AMD Advanced Micro Devices, Inc.
-3.6%
-$15,154.47 
LRCX Lam Research Corporation
-3.58%
-$5,814.89 
ORCL Oracle Corporation
-3.48%
-$7,497.36 
DELL Dell Technologies Inc.
-3.11%
-$16,951 
AMAT Applied Materials, Inc.
-3.08%
-$4,881.87 
ANET Arista Networks, Inc.
-2.9%
-$302,759.5 
VRT Vertiv Holdings Co
-2.57%
-$78,880.8 
AVGO Broadcom Inc.
-2.39%
-$15,283.11 
META Meta Platforms Inc Class A
-2.27%
-$15,513.34 
AIQ Global X Artificial Intelligence & Technology ETF
-2.2%
-$32,350.95 
ADBE Adobe Inc.
-2.2%
-$7,222.18 
PSQH Psq Holdings Inc.
-2.07%
-$543.15 
XLK State Street Technology Select Sector SPDR ETF
-1.95%
-$5,922.45 
PWR Quanta Services Inc.
-1.93%
-$106,614.48 
INTU Intuit Inc.
-1.9%
-$74,140.13 
MOD Modine Manufacturing Company
-1.87%
-$34,274.81 
CSCO Cisco Systems, Inc.
-1.74%
-$5,642.14 
VGT Vanguard Information Technology ETF
-1.73%
-$4,562.24 
ETN Eaton Corporation plc
-1.56%
-$69,596.21 
NVT nVent Electric plc
-1.52%
-$61,032.24 
GOOGL Alphabet Inc
-1.5%
-$13,015.47 
BTX BlackRock Technology and Private Equity Fund
-1.5%
-$5,290.61 
MSFT Microsoft Corp.
-1.49%
-$45,248.06 
MTZ MasTec, Inc. Common Stock
-1.48%
-$33,401.24 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.44%
-$3,425.76 
GOOG Alphabet Inc
-1.4%
-$132,876.25 
QQQ Invesco QQQ Trust, Series 1
-1.38%
-$23,086.08 
QQQM Invesco NASDAQ 100 ETF
-1.37%
-$253,088.9 
BSTZ BlackRock Science and Technology Term Trust
-1.34%
-$4,551 
UNH UnitedHealth Group Incorporated
-1.34%
-$56,941.7 
QQQI Neos NASDAQ-100 High Income ETF
-1.28%
-$46,118.99 
FIX Comfort Systems USA, Inc.
-1.25%
-$1,962.59 
GPIQ Nasdaq 100 Core Premium Income ETF
-1.24%
-$64,407.1 
QGRO American Century U.S. Quality Growth ETF
-1.21%
-$38,451.27 
MPWR Monolithic Power Systems, Inc.
-1.21%
-$96,398.74 
QQA Invesco QQQ Income Advantage ETF
-1.19%
-$43,210.37 
TMO Thermo Fisher Scientific Inc.
-1.18%
-$3,464.37 
IBM International Business Machines Corporation
-1.16%
-$4,716.48 
IWF iShares Russell 1000 Growth ETF
-1.16%
-$12,720.96 
WINN Harbor Long-Term Growers ETF
-1.1%
-$16,271.2 
APH Amphenol Corporation
-1.04%
-$4,045.86 
VSEC VSE Corporation
-1.03%
-$31,450.36 
AVEM Avantis Emerging Markets Equity ETF
-1.02%
-$44,841.72 
VUG Vanguard Growth ETF
-0.98%
-$3,384.48 
IBIT iShares Bitcoin Trust
-0.86%
-$22,067.03 
DAR Darling Ingredients Inc.
-0.79%
-$2,439.36 
FCFS FirstCash Holdings, Inc.
-0.74%
-$23,359.49 
BST BlackRock Science and Technology Trust
-0.74%
-$2,489.04 
TSLA Tesla, Inc.
-0.73%
-$4,332.78 
RVT Royce Small-Cap Trust, Inc.
-0.72%
-$2,317.92 
PINK Simplify Health Care ETF
-0.69%
-$31,929.12 
DHR Danaher Corporation
-0.64%
-$2,170.93 
USA Liberty All Star Equity Fund
-0.58%
-$2,151.49 
NLR VanEck Uranium and Nuclear ETF
-0.48%
-$4,130.34 
ADX Adams Diversified Equity Fund, Inc.
-0.41%
-$2,357.04 
SF Stifel Financial Corp.
-0.4%
-$1,339.25 
BEEP Mobile Infrastructure Corporation
-0.39%
-$173.29 
IWMI Neos Russell 2000 High Income ETF
-0.37%
-$31,563.9 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.35%
-$28,493.78 
ISPY ProShares S&P High Income ETF
-0.34%
-$11,728.53 
SCHB Schwab U.S. Broad Market ETF
-0.32%
-$5,108.53 
SPHQ Invesco S&P 500 Quality ETF
-0.31%
-$50,101.48 
AMZN Amazon.com Inc
-0.3%
-$20,454.78 
SPY SPDR S&P 500 ETF Trust
-0.3%
-$2,530 
VOO Vanguard S&P 500 ETF
-0.3%
-$12,018.56 
UBER Uber Technologies, Inc.
-0.29%
-$27,588.75 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.29%
-$783.99 
NVDA NVIDIA Corporation
-0.29%
-$15,949.72 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.29%
-$2,923.83 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.26%
-$1,967.89 
IVV iShares Core S&P 500 ETF
-0.23%
-$1,157.5 
PIT VanEck Commodity Strategy ETF
-0.23%
-$34,273.34 
SPYI NEOS S&P 500 High Income ETF
-0.2%
-$24,235.75 
APG Api Group Corporation
-0.2%
-$6,294.08 
XMHQ Invesco S&P MidCap Quality ETF
-0.16%
-$27,392.76 
IVZ Invesco Ltd.
-0.16%
-$4,342.77 
CAT Caterpillar Inc.
-0.14%
-$322.39 
JIII Janus Henderson Income ETF
-0.1%
-$9,481.3 
DFAS Dimensional U.S. Small Cap ETF
-0.1%
-$2,637.52 
BUFR FT Vestladder Buffer ETF-USD I
-0.09%
-$339.71 
AGGH Simplify Aggregate Bond ETF
-0.08%
-$6,314.25 
VO Vanguard Mid-Cap ETF
-0.03%
-$76.08 
AVUS Avantis U.S. Equity ETF
-0.02%
-$881.7 
CRS Carpenter Technology Corporation
-0.01%
-$228.06 Events
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Dividends
Dividend Analysis
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| Trades 2030 | Longs Won 1078/2030 53% | Profit Factor 2.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $503,260.5 |
| Average Win $189,238.12 | Best Trade (Jun 29) $13.36M | Sharpe Ratio -33.81 |
| Average Loss -$75,224.41 | Worst Trade (Oct 16) -$4.48M | Z-Score 0.2 (15.58%) |
| Commissions $0 | Avg. Trade Length 9m 2d | Expectancy $65,214.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,696 | 7,826 | 6,957 | 6,087 | 5,217 | 4,348 | 3,478 | 2,609 | 1,739 | 870 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,462 | $2.56M | $4.31M | - | $1.75M | 68.5% | +1.084% |
| ABBV AbbVie Inc. | 1,737 | $415,509.38 | $497,598.39 | - | $82,089.01 | 19.76% | +1.083% |
| ABT Abbott Laboratories | 31,178 | $2.83M | $3.28M | - | $447,092.24 | 15.8% | +0.382% |
| ADBE Adobe Inc. | 1,306 | $308,594.64 | $321,458.84 | - | $12,864.2 | 4.17% | -2.197% |
| ADX Adams Diversified Equity Fund, Inc. | 22,448 | $573,546 | $576,576.88 | - | $3,030.88 | 0.53% | -0.407% |
| AEYE AudioEye, Inc. | 24,517 | $142,444 | $161,812.2 | - | $19,368.2 | 13.6% | -5.714% |
| AGGH Simplify Aggregate Bond ETF | 420,950 | $8.61M | $8.05M | - | -$564,865.1 | -6.56% | -0.078% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 333,084 | $8.46M | $8.38M | - | -$81,638.89 | -0.96% | +0.059% |
| AIQ Global X Artificial Intelligence & Technology ETF | 22,944 | $1.16M | $1.44M | - | $280,058.01 | 24.18% | -2.2% |
| AMAT Applied Materials, Inc. | 369 | $266,787 | $153,791.82 | - | -$112,995.18 | -42.35% | -3.077% |
| AMD Advanced Micro Devices, Inc. | 748 | $105,460.45 | $405,393.56 | - | $299,933.11 | 284.4% | -3.604% |
| AMT American Tower Corporation | 54,433 | $8.9M | $10.02M | - | $1.11M | 12.51% | +1.478% |
| AMZN Amazon.com Inc | 26,565 | $5.6M | $6.75M | - | $1.15M | 20.51% | -0.302% |
| ANET Arista Networks, Inc. | 56,275 | $9.56M | $10.14M | - | $580,758 | 6.07% | -2.899% |
| APG Api Group Corporation | 78,676 | $3.21M | $3.17M | - | -$43,592.61 | -1.36% | -0.198% |
| APH Amphenol Corporation | 4,788 | $211,055.04 | $386,128.26 | - | $175,073.22 | 82.95% | -1.037% |
| AVDV Avantis International Small Cap Value ETF | 20,817 | $2.1M | $2.26M | - | $160,974.52 | 7.67% | +1.193% |
| AVEM Avantis Emerging Markets Equity ETF | 48,741 | $3.71M | $4.36M | - | $653,075.61 | 17.61% | -1.018% |
| AVGO Broadcom Inc. | 1,857 | $574,753.08 | $624,137.7 | - | $49,384.62 | 8.59% | -2.39% |
| AVSC Avantis U.S. Small Cap Equity ETF | 233,664 | $13.89M | $16.39M | - | $2.49M | 17.96% | +0.343% |
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FAQ
Which stocks have generated the highest profits for Andrew Stafford?
The largest contributions to the portfolio's profits come from the following stocks: Credo Technology Group Holding Ltd - $15.98M, Micron Technology, Inc - $13.87M, Lam Research Corporation - $7.31M, NVIDIA Corporation - $6.09M, and Vertiv Holdings Co - $4.87M. 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: Netflix, Inc - $1.37M, Celsius Holdings Inc - $1.34M, Icahn Enterprises L.P - $1.17M, Civitas Resources Inc - $1.15M, and Constellation Energy Corporation - $974,678.84. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Stafford's portfolio generate?
The portfolio generates substantial dividend income, with a total of $53.13M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.8M, Franklin Senior Loan ETF - $1.68M, AGNC Investment Corp. 10.1219% Perpetual Preferred Stock - $1.23M, SPDR Blackstone Senior Loan ETF - $1.22M, and Adams Diversified Equity Fund, Inc - $1.22M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Stafford's monthly returns?
Andrew Stafford's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Andrew Stafford's strategy be considered aggressive or moderate?
Andrew Stafford'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 Andrew Stafford's strategy?
Andrew Stafford'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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