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:
9.16%
Gain
Monthly
0.29%
Yearly
3.48%
Drawdown
20.24%
$657.52M
Equity
Holdings
$657.52M
Investment
$564.81M
$121.29M
Profit -$10.34M
Realized
$28.57M
Unrealized
$92.72M
Dividends
$48.71M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$10.34M
Win %
70%
This Week
Compared To Last Week
Gain
-1.75%
Profit
-$11.74M
Win %
70%
This Month
Compared to last month
Gain
-3.15%
Profit
-$21.41M
Win %
70%
This Year
Compared to last year
Gain
10.67%
Profit
$63.38M
Win %
68%
BEEP Mobile Infrastructure Corporation
+4.67%
+$1,472.96 
AAPL Apple Inc.
+3.85%
+$160,892.45 
GOOGL Alphabet Inc
+3.14%
+$58,696.71 
AMZN Amazon.com Inc
+3%
+$313,743.37 
MSFT Microsoft Corp.
+2.94%
+$323,753.78 
TNL Travel + Leisure Co.
+2.77%
+$65,794.33 
CNS Cohen & Steers Inc.
+2.58%
+$51,743.98 
SF Stifel Financial Corp.
+2.52%
+$8,640 
MRK Merck & Co., Inc.
+2.19%
+$53,626.32 
LXP LXP Industrial Trust
+2.04%
+$52,242.75 
META Meta Platforms Inc Class A
+1.96%
+$5,008.35 
NLY Annaly Capital Management, Inc.
+1.85%
+$91,907.1 
TFC Truist Financial Corporation
+1.75%
+$46,587.45 
FTAI FTAI Aviation Ltd.
+1.63%
+$72,479.49 
HD The Home Depot, Inc.
+1.57%
+$36,768.48 
USB U.S. Bancorp
+1.45%
+$39,197.7 
ADBE Adobe Inc.
+1.42%
+$3,369.22 
MO Altria Group, Inc.
+1.33%
+$32,990.65 
RITM Rithm Capital Corp.
+1.25%
+$60,088.76 
JPM JPMorgan Chase & Co.
+1.23%
+$105,868.44 
KEY KeyCorp
+1.09%
+$29,298.74 
GLPI Gaming and Leisure Properties, Inc.
+1.07%
+$29,428.44 
STWD Starwood Property Trust Inc.
+0.99%
+$20,288.24 
APLE Apple Hospitality REIT, Inc.
+0.99%
+$30,984.19 
GE General Electric Company
+0.94%
+$56,683.14 
ROKU Roku, Inc.
+0.9%
+$102,412.8 
VZ Verizon Communications Inc.
+0.9%
+$2,294.06 
FCFS FirstCash Holdings, Inc.
+0.86%
+$26,688.84 
AVGO Broadcom Inc.
+0.75%
+$73,225.52 
V Visa Inc. Class A
+0.73%
+$4,172.19 
ABBV AbbVie Inc.
+0.72%
+$1,742.71 
APP AppLovin Corporation Class A Common Stock
+0.7%
+$55,194.92 
IBIT iShares Bitcoin Trust
+0.7%
+$9,785.11 
PANW Palo Alto Networks, Inc.
+0.58%
+$3,521.93 
AVDV Avantis International Small Cap Value ETF
+0.57%
+$8,443.49 
PSQH Psq Holdings Inc.
+0.55%
+$0.7 
VUG Vanguard Growth ETF
+0.54%
+$2,069.44 
CDX Simplify High Yield ETF
+0.53%
+$34,759.06 
NFLX Netflix, Inc.
+0.52%
+$21,263.17 
AVSC Avantis U.S. Small Cap Equity ETF
+0.51%
+$74,429.2 
FRT Federal Realty Investment Trust
+0.51%
+$31,955.42 
SCHD Schwab U.S. Dividend Equity ETF
+0.45%
+$1,856 
IEFA iShares Core MSCI EAFE ETF
+0.43%
+$1,743 
DFIV Dimensional International Value ETF
+0.42%
+$9,983.74 
EFAA Invesco MSCI EAFE Income Advantage ETF
+0.41%
+$36,447.71 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.41%
+$4,012.93 
MCK McKesson Corporation
+0.4%
+$9,298.85 
DFAS Dimensional U.S. Small Cap ETF
+0.38%
+$8,036.75 
IYRI Neos Real Estate High Income ETF
+0.38%
+$26,361.74 
IWMI Neos Russell 2000 High Income ETF
+0.36%
+$17,683.3 
AVIG Avantis Core Fixed Income ETF
+0.3%
+$4,430.12 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
+0.3%
+$27,015.17 
IEF iShares 7-10 Year Treasury Bond ETF
+0.28%
+$1,682.48 
O Realty Income Corporation
+0.26%
+$6,009.8 
ISPY ProShares S&P High Income ETF
+0.25%
+$5,980.8 
KORP American Century Diversified Corporate Bond ETF
+0.24%
+$4,738.89 
JBND JPMorgan Active Bond ETF
+0.22%
+$29,158.13 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.21%
+$1,146.52 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.2%
+$1,029.56 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.19%
+$4,600.45 
MTBA Simplify MBS ETF
+0.19%
+$18,152.47 
C Citigroup Inc.
+0.19%
+$9,588.5 
TMUS T-Mobile US, Inc.
+0.19%
+$418.87 
WMT Walmart Inc.
+0.18%
+$843.37 
IVV iShares Core S&P 500 ETF
+0.18%
+$430.15 
AGGH Simplify Aggregate Bond ETF
+0.17%
+$14,809.2 
SPHY SPDR Portfolio High Yield Bond ETF
+0.17%
+$4,229.68 
JPIE JPMorgan Income ETF
+0.16%
+$4,434.82 
JPHY JPMorgan Active High Yield ETF
+0.16%
+$11,024.48 
SPYI NEOS S&P 500 High Income ETF
+0.15%
+$12,645.92 
EVSD Eaton Vance Short Duration Income Fund
+0.15%
+$3,266.1 
SPY SPDR S&P 500 ETF Trust
+0.14%
+$1,625.64 
VOO Vanguard S&P 500 ETF
+0.14%
+$3,700.48 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.14%
+$12,320.84 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.14%
+$432.75 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.14%
+$1,670.76 
SCHB Schwab U.S. Broad Market ETF
+0.14%
+$2,184.56 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.13%
+$383.59 
SDSI American Century Short Duration Strategic Income ETF
+0.13%
+$5,276.74 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.12%
+$312 
BNDX Vanguard Total International Bond ETF
+0.12%
+$1,715.23 
JSI Janus Henderson Securitized Income ETF
+0.11%
+$1,585.92 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.1%
+$301.5 
PIT VanEck Commodity Strategy ETF
+0.1%
+$8,487.78 
JEPI JPMorgan Equity Premium Income Fund
+0.1%
+$5,385.55 
VRP Invesco Variable Rate Preferred ETF
+0.06%
+$1,380.18 
JIII Janus Henderson Income ETF
+0.06%
+$5,747.04 
SHLD Global X Defense Tech ETF
+0.06%
+$3,857.24 
BUFR FT Vestladder Buffer ETF-USD I
+0.05%
+$194.12 
VNLA Janus Henderson Short Duration Income ETF
+0.05%
+$464.6 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.05%
+$900.92 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$1,721.64 
ICSH iShares Short Treasury Bond ETF
+0.04%
+$666.11 
BKLN Invesco Senior Loan ETF
+0.02%
+$2,150.84 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.02%
+$887.08 
SRLN SPDR Blackstone Senior Loan ETF
+0.01%
+$84.63 
PAAA PGIM AAA CLO ETF
+0.01%
+$504.75 
PULS PGIM Ultra Short Bond ETF
+0.01%
+$120.39 
AVUS Avantis U.S. Equity ETF
0%
+$120.21 
VRIG Invesco Variable Rate Investment Grade ETF
0%
+$9.41 
DELL Dell Technologies Inc.
-13.02%
-$82,994.94 
MU Micron Technology, Inc.
-7.82%
-$1.08M 
AMKR Amkor Technology Inc.
-5.16%
-$227,397.54 
CUE Cue Biopharma, Inc.
-4.96%
-$971.19 
LRN Stride, Inc.
-4.93%
-$140,046.65 
LRCX Lam Research Corporation
-4.76%
-$557,642.33 
CRDO Credo Technology Group Holding Ltd.
-3.87%
-$685,259.04 
AMD Advanced Micro Devices, Inc.
-3.76%
-$37,898.23 
STRL Sterling Infrastructure, Inc.
-3.48%
-$336,608.62 
BKR Baker Hughes Company
-2.33%
-$185,875.51 
MTZ MasTec, Inc. Common Stock
-2.32%
-$120,368.88 
MPWR Monolithic Power Systems, Inc.
-2.32%
-$77,946.7 
GEV GE Vernova Inc.
-2.26%
-$208,176.8 
DAR Darling Ingredients Inc.
-2.17%
-$6,005.88 
ORLY O'Reilly Automotive Inc.
-2.05%
-$70,491.52 
NLR VanEck Uranium and Nuclear ETF
-1.95%
-$13,406.26 
JNJ Johnson & Johnson
-1.79%
-$30,967.3 
AIQ Global X Artificial Intelligence & Technology ETF
-1.7%
-$19,252.8 
BRO Brown & Brown Inc.
-1.65%
-$4,671.42 
VRT Vertiv Holdings Co
-1.58%
-$81,058.12 
XOM Exxon Mobil Corporation
-1.48%
-$164,662.3 
CDNS Cadence Design Systems, Inc.
-1.41%
-$142,022.49 
SPHQ Invesco S&P 500 Quality ETF
-1.34%
-$148,516.29 
VSEC VSE Corporation
-1.27%
-$35,290.22 
NVDA NVIDIA Corporation
-1.23%
-$100,248.2 
CVX Chevron Corporation
-1.19%
-$29,206.03 
APG Api Group Corporation
-1.11%
-$30,572.98 
COP ConocoPhillips
-1.06%
-$2,656.08 
RAAX VanEck Real Assets ETF
-1.05%
-$17,562.72 
UNH UnitedHealth Group Incorporated
-1.05%
-$32,910.34 
NRG NRG Energy, Inc.
-1%
-$72,706.73 
XEL Xcel Energy Inc.
-0.93%
-$20,732.68 
CTOS Custom Truck One Source, Inc.
-0.9%
-$3,155.99 
QGRO American Century U.S. Quality Growth ETF
-0.89%
-$16,723.13 
AVEM Avantis Emerging Markets Equity ETF
-0.83%
-$25,779.6 
SO The Southern Company
-0.78%
-$1,812 
EVRG Evergy Inc.
-0.78%
-$19,338.08 
AMLP Alerian MLP ETF
-0.71%
-$9,467.7 
IQQQ ProShares Nasdaq-100 High Income ETF
-0.66%
-$16,629.87 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.63%
-$1,463.72 
QQA Invesco QQQ Income Advantage ETF
-0.62%
-$47,864.69 
MOD Modine Manufacturing Company
-0.61%
-$35,334.6 
QQQ Invesco QQQ Trust, Series 1
-0.59%
-$9,448.58 
QQQM Invesco NASDAQ 100 ETF
-0.57%
-$75,449.4 
VO Vanguard Mid-Cap ETF
-0.57%
-$1,879.05 
LHX L3Harris Technologies, Inc.
-0.56%
-$25,172.87 
ET Energy Transfer L.P.
-0.55%
-$2,319.79 
SLB Schlumberger Limited
-0.55%
-$1,313 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.52%
-$35,757.9 
QQQI Neos NASDAQ-100 High Income ETF
-0.52%
-$38,562.75 
VTV Vanguard Value ETF
-0.52%
-$1,694.32 
MLPA Global X MLP ETF
-0.51%
-$43,114.4 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.41%
-$1,394.75 
MDLZ Mondelez International, Inc.
-0.4%
-$3,605.61 
GS The Goldman Sachs Group, Inc.
-0.38%
-$5,767.13 
JEMB Janus Henderson Emerging Markets Debt Hard Currency ETF
-0.32%
-$3,814.8 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.32%
-$27,023.68 
BNDI Neos Enhanced Income Aggregate Bond ETF
-0.3%
-$5,901.41 
XMHQ Invesco S&P MidCap Quality ETF
-0.26%
-$29,256.94 
BRK-B Berkshire Hathaway Inc.
-0.24%
-$1,806.44 
CRS Carpenter Technology Corporation
-0.2%
-$8,201.54 
KO The Coca-Cola Company
-0.18%
-$4,318.95 
IWF iShares Russell 1000 Growth ETF
-0.16%
-$559.2 
JCPI J.P. Morgan Inflation Managed Bond Fund
-0.15%
-$323.75 
AVY Avery Dennison Corporation
-0.12%
-$1,336.92 
GLD SPDR Gold Shares
-0.12%
-$226.78 
IAU iShares Gold Trust
-0.12%
-$2,561.22 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.08%
-$944.64 
IHE iShares U.S. Pharmaceuticals ETF
-0.08%
-$6,983.4 
SCHF Schwab International Equity ETF
-0.07%
-$195.74 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
-0.07%
-$5,870.23 
TSLA Tesla, Inc.
-0.05%
-$170.95 
JBBB Janus Henderson B-BBB CLO ETF
-0.04%
-$946.76 
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF
-0.04%
-$580.77 
NOW ServiceNow, Inc.
-0.03%
-$1,363.44 
LMT Lockheed Martin Corporation
-0.03%
-$54.1 
SBAR Simplify Barrier Income ETF
-0.02%
-$1,356.95 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$30.89 Events
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Dividends
Dividend Analysis
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| Trades 1838 | Longs Won 909/1838 49% | Profit Factor 4.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $384,103.74 |
| Average Win $172,322.41 | Best Trade (Jul 11) $12.3M | Sharpe Ratio -11.65 |
| Average Loss -$38,053.94 | Worst Trade (Dec 30) -$1.34M | Z-Score -4.36 (100%) |
| Commissions $0 | Avg. Trade Length 9m | Expectancy $65,989.64 |
| 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 | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
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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Option values are updated at end of day.
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