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:
41.05%
Gain -1.3%
Monthly
0.91%
Yearly
11.47%
Drawdown
17.77%
$669.51M
Equity
Holdings
$669.51M
Investment
$622.11M
$147.78M
Profit -$7.32M
Realized
$100.38M
Unrealized
$47.39M
Dividends
$49.74M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.3%
Profit
-$7.32M
Win %
71%
This Week
Compared To Last Week
Gain
-1.08%
Profit
-$7.32M
Win %
71%
This Month
Compared to last month
Gain
0.62%
Profit
$4.14M
Win %
71%
This Year
Compared to last year
Gain
-0.85%
Profit
-$5.71M
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$958,464.93 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$703,149.72 
ETN Eaton Corporation plc
+7.32%
+$312,740.57 
GOOG Alphabet Inc
+6.88%
+$634,546.25 
GOOGL Alphabet Inc
+6.73%
+$55,905.36 
NVT nVent Electric plc
+6.24%
+$248,252.76 
VRT Vertiv Holdings Co
+6.18%
+$201,060.44 
ANET Arista Networks, Inc.
+5.46%
+$525,046.09 
VIAV Viavi Solutions Inc.
+5.42%
+$177,368.89 
FTAI FTAI Aviation Ltd.
+4.3%
+$181,534.5 
BEEP Mobile Infrastructure Corporation
+3.98%
+$1,213.03 
MOD Modine Manufacturing Company
+3.69%
+$85,092.13 
META Meta Platforms Inc Class A
+3.28%
+$16,389.35 
CRS Carpenter Technology Corporation
+3.17%
+$121,251.75 
MSFT Microsoft Corp.
+3.02%
+$76,884.84 
LITE Lumentum Holdings Inc.
+2.99%
+$5,009.4 
NVDA NVIDIA Corporation
+2.93%
+$143,920.73 
STRL Sterling Infrastructure, Inc.
+2.76%
+$79,879.4 
CVX Chevron Corporation
+2.35%
+$9,663.76 
ORLY O'Reilly Automotive Inc.
+2.28%
+$227,729.63 
WDC Western Digital Corporation
+2.21%
+$5,935.43 
CSCO Cisco Systems, Inc.
+2.14%
+$7,178.22 
BTX BlackRock Technology and Private Equity Fund
+1.9%
+$6,104.55 
LHX L3Harris Technologies, Inc.
+1.9%
+$91,579.82 
PANW Palo Alto Networks, Inc.
+1.89%
+$10,731.75 
FIX Comfort Systems USA, Inc.
+1.88%
+$3,376.1 
ORCL Oracle Corporation
+1.81%
+$3,700.62 
BSTZ BlackRock Science and Technology Term Trust
+1.75%
+$5,946.64 
VZ Verizon Communications Inc.
+1.52%
+$6,188 
LMT Lockheed Martin Corporation
+1.5%
+$7,024.82 
VSEC VSE Corporation
+1.48%
+$53,806.64 
PWR Quanta Services Inc.
+1.43%
+$80,583.67 
GE General Electric Company
+1.42%
+$6,292.53 
MKSI MKS Instruments Inc.
+1.42%
+$82,427.7 
SLB Schlumberger Limited
+1.39%
+$3,545.52 
BST BlackRock Science and Technology Trust
+1.29%
+$4,079.26 
ADX Adams Diversified Equity Fund, Inc.
+1.27%
+$7,183.36 
APG Api Group Corporation
+1.22%
+$37,764.48 
WFC Wells Fargo & Company
+1.19%
+$91,308.36 
HONA Honeywell Aerospace Inc.
+1.18%
+$18,909.88 
AMAT Applied Materials, Inc.
+1.18%
+$2,177.11 
ITW Illinois Tool Works Inc.
+1.15%
+$2,739.75 
VUG Vanguard Growth ETF
+1.1%
+$3,576.78 
FCFS FirstCash Holdings, Inc.
+1.02%
+$30,033.55 
ADBE Adobe Inc.
+1.01%
+$3,278.07 
WINN Harbor Long-Term Growers ETF
+0.94%
+$12,900 
UNP Union Pacific Corporation
+0.92%
+$26,620 
IBM International Business Machines Corporation
+0.86%
+$3,311.91 
GEV GE Vernova Inc.
+0.85%
+$64,468.98 
QQA Invesco QQQ Income Advantage ETF
+0.79%
+$27,389.19 
SHLD Global X Defense Tech ETF
+0.77%
+$60,675.84 
TSLA Tesla, Inc.
+0.76%
+$3,860.93 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$7,862.26 
ISPY ProShares S&P High Income ETF
+0.73%
+$24,878.7 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,874.03 
VOO Vanguard S&P 500 ETF
+0.71%
+$27,682.79 
CAT Caterpillar Inc.
+0.7%
+$1,774.71 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$119,754.26 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,256.32 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$23,550.19 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$4,940.66 
PLTR Palantir Technologies Inc.
+0.65%
+$1,440 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$1,459.12 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$10,229.76 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$74,910.5 
IVZ Invesco Ltd.
+0.61%
+$17,371.08 
ET Energy Transfer L.P.
+0.59%
+$2,254.68 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$9,141.58 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,536.02 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$29,359.36 
MO Altria Group, Inc.
+0.57%
+$18,606.9 
AVUS Avantis U.S. Equity ETF
+0.57%
+$25,392.96 
APH Amphenol Corporation
+0.55%
+$1,053.35 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,156.52 
STX Seagate Technology Holdings plc
+0.52%
+$938.95 
RVT Royce Small-Cap Trust, Inc.
+0.5%
+$1,738.44 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$39,970.08 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,854.81 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.44%
+$1,074.06 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$1,455.9 
QGRO American Century U.S. Quality Growth ETF
+0.4%
+$12,100.05 
AVGO Broadcom Inc.
+0.37%
+$2,674.08 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,980.4 
BAC Bank of America Corporation
+0.36%
+$28,803.28 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$4,588.8 
SF Stifel Financial Corp.
+0.34%
+$1,363.6 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,048.23 
MRK Merck & Co., Inc.
+0.32%
+$12,078.07 
JPM JPMorgan Chase & Co.
+0.27%
+$31,410.1 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$44,420.7 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
+0.22%
+$20,325.36 
SO The Southern Company
+0.21%
+$490.2 
JNJ Johnson & Johnson
+0.21%
+$6,333.5 
CMI Cummins Inc.
+0.19%
+$480.69 
INTU Intuit Inc.
+0.18%
+$6,745.46 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$768 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$12,670.16 
USB U.S. Bancorp
+0.17%
+$6,471.86 
VRP Invesco Variable Rate Preferred ETF
+0.17%
+$1,162.6 
DELL Dell Technologies Inc.
+0.14%
+$644 
JPHY JPMorgan Active High Yield ETF
+0.11%
+$7,509.43 
RITM Rithm Capital Corp.
+0.1%
+$5,527.91 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$4,386.69 
C Citigroup Inc.
+0.1%
+$3,499.72 
WM Waste Management, Inc.
+0.1%
+$2,788.28 
WMT Walmart Inc.
+0.09%
+$3,441.07 
ABT Abbott Laboratories
+0.09%
+$2,806.02 
VRIG Invesco Variable Rate Investment Grade ETF
+0.06%
+$1,816.66 
BKLN Invesco Senior Loan ETF
+0.05%
+$4,262.36 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$2,590.32 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$54.44 
FRT Federal Realty Investment Trust
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
SDSI American Century Short Duration Strategic Income ETF
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MTZ MasTec, Inc. Common Stock
-18.91%
-$721,419.62 
AAPL Apple Inc.
-7.35%
-$305,568.24 
MU Micron Technology, Inc.
-5.9%
-$72,953.11 
LRN Stride, Inc.
-3.35%
-$103,741.26 
IBIT iShares Bitcoin Trust
-2.89%
-$58,448.4 
CRWV CoreWeave, Inc.
-2.88%
-$22,054.02 
ABBV AbbVie Inc.
-2.51%
-$11,238.39 
PCG PG&E Corporation
-2.25%
-$4,213.2 
AMD Advanced Micro Devices, Inc.
-1.9%
-$6,911.53 
UNH UnitedHealth Group Incorporated
-1.68%
-$73,867.46 
LRCX Lam Research Corporation
-1.58%
-$2,749.51 
PINK Simplify Health Care ETF
-1.57%
-$73,318.72 
NLY Annaly Capital Management, Inc.
-1.56%
-$123,542.64 
GLD SPDR Gold Shares
-1.49%
-$4,630.87 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$13,737.87 
GRMN Garmin Ltd.
-1.27%
-$4,105.52 
MDLZ Mondelez International, Inc.
-1.22%
-$31,533.89 
TJX The TJX Companies, Inc.
-1.21%
-$2,952.94 
NEE NextEra Energy, Inc.
-1.15%
-$109,512.28 
TXN Texas Instruments Inc
-1.08%
-$3,548.52 
LOW Lowe's Companies Inc.
-1.08%
-$34,637.96 
MCK McKesson Corporation
-1.08%
-$39,992.16 
INTC Intel Corporation
-1.02%
-$1,638.66 
KO The Coca-Cola Company
-1.02%
-$39,506.4 
XOM Exxon Mobil Corporation
-0.97%
-$10,939.5 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$2,726.35 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$11,049.09 
AEYE AudioEye, Inc.
-0.69%
-$980.68 
JIII Janus Henderson Income ETF
-0.69%
-$64,472.84 
BRO Brown & Brown Inc.
-0.66%
-$2,015.83 
EFAA Invesco MSCI EAFE Income Advantage ETF
-0.65%
-$59,075.68 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.65%
-$20,672.26 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,058.21 
GS The Goldman Sachs Group, Inc.
-0.63%
-$22,479.09 
AMT American Tower Corporation
-0.63%
-$59,876.84 
PM Philip Morris International Inc.
-0.61%
-$1,326.31 
DHR Danaher Corporation
-0.61%
-$1,733.83 
DAR Darling Ingredients Inc.
-0.59%
-$1,829.52 
SCHF Schwab International Equity ETF
-0.58%
-$1,554.56 
WAB Wabtec Corporation
-0.55%
-$26,196.8 
COF Capital One Financial Corporation
-0.54%
-$1,154.87 
LLY Eli Lilly and Company
-0.53%
-$61,778.14 
PSQH Psq Holdings Inc.
-0.48%
-$155.19 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$10,408.5 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$77,079.2 
DFIV Dimensional International Value ETF
-0.47%
-$21,557.34 
IWMI Neos Russell 2000 High Income ETF
-0.47%
-$42,435.91 
PEP PepsiCo, Inc.
-0.46%
-$16,978.56 
AGGH Simplify Aggregate Bond ETF
-0.45%
-$37,885.5 
EVSD Eaton Vance Short Duration Income Fund
-0.43%
-$26,709.54 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,044.82 
HD The Home Depot, Inc.
-0.42%
-$2,021.09 
VGT Vanguard Information Technology ETF
-0.38%
-$925.36 
PAAA PGIM AAA CLO ETF
-0.37%
-$19,225.15 
TMUS T-Mobile US, Inc.
-0.36%
-$2,462 
IYRI Neos Real Estate High Income ETF
-0.34%
-$23,953.57 
CR Crane NXT Co.
-0.34%
-$653.74 
CL Colgate-Palmolive Company
-0.33%
-$861.9 
TFC Truist Financial Corporation
-0.33%
-$11,931.67 
MTBA Simplify MBS ETF
-0.31%
-$29,187.45 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$1,541.26 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$11,641.5 
JCPI J.P. Morgan Inflation Managed Bond Fund
-0.29%
-$3,128.58 
EVRG Evergy Inc.
-0.29%
-$9,642.88 
CCI Crown Castle Inc.
-0.27%
-$13,428.24 
VTV Vanguard Value ETF
-0.27%
-$789.41 
COST Costco Wholesale Corporation
-0.24%
-$759.23 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$18,995.02 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$609.88 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$4,615.69 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$49,602.57 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$28,039.68 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$1,130.03 
RAAX VanEck Real Assets ETF
-0.08%
-$1,571.25 
PIT VanEck Commodity Strategy ETF
-0.05%
-$7,215.44 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$762.34 
VO Vanguard Mid-Cap ETF
-0.05%
-$152.16 
V Visa Inc. Class A
-0.04%
-$1,715.02 
XEL Xcel Energy Inc.
-0.04%
-$1,215.81 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$198.13 
UBER Uber Technologies, Inc.
-0.01%
-$1,313.75 Events
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Dividends
Dividend Analysis
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| Trades 2030 | Longs Won 1103/2030 54% | Profit Factor 3.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $499,442.19 |
| Average Win $192,207.25 | Best Trade (Jun 29) $13.36M | Sharpe Ratio -10.38 |
| Average Loss -$69,305.45 | Worst Trade (Aug 31) -$3.75M | Z-Score -2.41 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 1d | Expectancy $72,796.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,615 | 8,654 | 7,692 | 6,731 | 5,769 | 4,808 | 3,846 | 2,885 | 1,923 | 962 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,462 | $2.56M | $3.85M | - | $1.29M | 50.56% | -7.354% |
| ABBV AbbVie Inc. | 1,737 | $415,509.38 | $435,882.78 | - | $20,373.4 | 4.9% | -2.513% |
| ABT Abbott Laboratories | 31,178 | $2.83M | $3.3M | - | $466,422.6 | 16.49% | +0.085% |
| ADBE Adobe Inc. | 1,306 | $308,594.64 | $327,035.46 | - | $18,440.82 | 5.98% | +1.013% |
| ADX Adams Diversified Equity Fund, Inc. | 22,448 | $573,546 | $572,872.96 | - | -$673.04 | -0.12% | +1.27% |
| AEYE AudioEye, Inc. | 24,517 | $142,444 | $141,953.43 | - | -$490.57 | -0.34% | -0.686% |
| AGGH Simplify Aggregate Bond ETF | 420,950 | $8.61M | $8.32M | - | -$289,142.85 | -3.36% | -0.453% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 333,084 | $8.46M | $8.5M | - | $39,970.08 | 0.47% | +0.472% |
| AIQ Global X Artificial Intelligence & Technology ETF | 22,944 | $1.16M | $1.35M | - | $193,100.25 | 16.67% | +0.341% |
| AMAT Applied Materials, Inc. | 369 | $266,787 | $187,330.23 | - | -$79,456.77 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 748 | $105,460.45 | $356,160.19 | - | $250,699.74 | 237.72% | -1.904% |
| AMT American Tower Corporation | 54,433 | $8.9M | $9.44M | - | $532,898.88 | 5.99% | -0.631% |
| AMZN Amazon.com Inc | 26,565 | $5.6M | $7.21M | - | $1.62M | 28.85% | +15.321% |
| ANET Arista Networks, Inc. | 56,275 | $9.56M | $10.15M | - | $589,199.81 | 6.16% | +5.456% |
| APG Api Group Corporation | 78,676 | $3.21M | $3.12M | - | -$88,437.93 | -2.75% | +1.224% |
| APH Amphenol Corporation | 2,394 | $211,055.04 | $192,357.9 | - | -$18,697.14 | -8.86% | +0.551% |
| AVDV Avantis International Small Cap Value ETF | 20,817 | $2.1M | $2.18M | - | $78,751.53 | 3.75% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 48,741 | $3.71M | $4.36M | - | $654,537.84 | 17.65% | +0.101% |
| AVGO Broadcom Inc. | 1,857 | $574,753.08 | $722,892.96 | - | $148,139.88 | 25.77% | +0.371% |
| AVSC Avantis U.S. Small Cap Equity ETF | 233,664 | $13.89M | $16.9M | - | $3.01M | 21.66% | -0.166% |
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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 - $6.08M, 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 $49.74M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.8M, Franklin Senior Loan ETF - $1.68M, SPDR Blackstone Senior Loan ETF - $1.22M, Adams Diversified Equity Fund, Inc - $1.22M, and iShares 20+ Year Treasury Bond BuyWrite Fund - $1.19M. 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.
