Robert B. LaRue Portfolio
Invests via Owen LaRue LLC | Managed by Robert B. LaRue
Invests via Owen LaRue LLC
Managed by Robert B. LaRue
Automatically Tracked
Robert B. LaRue Profile
With a robust background in investment banking and corporate finance, Robert B. LaRue has made significant contributions to various high-profile financial transactions. His expertise spans multiple sectors, including technology and healthcare, positioning him as a strategic partner for companies seeking growth through mergers and acquisitions. LaRue's ability to navigate complex negotiations while fostering relationships with key stakeholders underlines his effectiveness in capital markets. In addition to his transactional experience, he is also known for mentoring emerging entrepreneurs, lending insight drawn from years of operational leadership.
With a robust background in investment banking and corporate finance, Robert B. LaRue has made significant contributions to various high-profile financial transactions. His expertise spans multiple sectors, including technology and healthcare, positioning him as a strategic partner for companies seeking growth through mergers and acquisitions. LaRue's ability to navigate complex negotiations while fostering relationships with key stakeholders underlines his effectiveness in capital markets. In addition to his transactional experience, he is also known for mentoring emerging entrepreneurs, lending insight drawn from years of operational leadership.
Investment Philosophy & Strategy
Growth opportunities in evolving markets are at the forefront of decision-making for Robert B. LaRue. His profound understanding of investment banking coupled with a commitment to fostering strategic partnerships allows him to leverage assets effectively, particularly in sectors like technology and healthcare. With a keen focus on driving operational efficiency, he seeks investments that not only promise significant returns but also align with long-term value creation. As someone who champions entrepreneurial growth, LaRue prioritizes collaboration and innovation, making him an adept navigator of competitive landscapes where transformative ideas thrive.
Growth opportunities in evolving markets are at the forefront of decision-making for Robert B. LaRue. His profound understanding of investment banking coupled with a commitment to fostering strategic partnerships allows him to leverage assets effectively, particularly in sectors like technology and healthcare. With a keen focus on driving operational efficiency, he seeks investments that not only promise significant returns but also align with long-term value creation. As someone who champions entrepreneurial growth, LaRue prioritizes collaboration and innovation, making him an adept navigator of competitive landscapes where transformative ideas thrive.
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:
107.5%
Gain -0.56%
Monthly
1.9%
Yearly
25.28%
Drawdown
25.75%
$292.36M
Equity
Holdings
$292.36M
Investment
$227.09M
$102.92M
Profit -$1.49M
Realized
$37.65M
Unrealized
$65.27M
Dividends
$21.87M
Goals
Avg. 68.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.56%
Profit
-$1.49M
Win %
73%
This Week
Compared To Last Week
Gain
-0.51%
Profit
-$1.49M
Win %
73%
This Month
Compared to last month
Gain
-0.98%
Profit
-$2.89M
Win %
73%
This Year
Compared to last year
Gain
1.83%
Profit
$5.24M
Win %
73%
CRWD CrowdStrike Holdings, Inc.
+14.34%
+$241,510.24 
CIBR First Trust NASDAQ Cybersecurity ETF
+6.31%
+$18,553.48 
PLTR Palantir Technologies Inc.
+4.13%
+$470,584.82 
GOOGL Alphabet Inc
+3.08%
+$10,262.52 
META Meta Platforms Inc Class A
+2.91%
+$8,567.64 
IBIT iShares Bitcoin Trust
+2.4%
+$23,574.6 
MO Altria Group, Inc.
+2.32%
+$4,873.6 
MSFT Microsoft Corp.
+2.27%
+$108,995.43 
WMT Walmart Inc.
+2.27%
+$116,569.53 
IONQ IonQ, Inc.
+2.04%
+$7,530 
LLY Eli Lilly and Company
+2.04%
+$9,307.02 
AKRE Akre Focus ETF
+1.84%
+$4,860.45 
MRNA Moderna, Inc.
+1.77%
+$51,344.36 
COST Costco Wholesale Corporation
+1.58%
+$5,649.96 
IYH iShares U.S. Healthcare ETF
+1.39%
+$9,865.05 
AMGN Amgen Inc.
+1.18%
+$13,323.27 
KO The Coca-Cola Company
+1.1%
+$2,874.11 
XBI SPDR S&P Biotech ETF
+1.04%
+$32,296.87 
SHLD Global X Defense Tech ETF
+1.03%
+$18,548.35 
COWZ Pacer US Cash Cows 100 ETF
+0.93%
+$116,285 
AXP American Express Company
+0.89%
+$8,795.52 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$8,093.61 
JNJ Johnson & Johnson
+0.58%
+$21,678.71 
AAPL Apple Inc.
+0.54%
+$79,986.6 
MRK Merck & Co., Inc.
+0.44%
+$2,277.49 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.38%
+$2,826.09 
EFAS Global X MSCI SuperDividend EAFE ETF
+0.35%
+$2,007.92 
FVD First Trust Value Line Dividend Index Fund
+0.27%
+$1,156.87 
NTRL First Trust Equity Market Neutral ETF
+0.18%
+$1,296.66 
JUNM FT Vest US Equity Maximum Buffer June Fund
+0.06%
+$544.38 
CPRO Calamos Russell 2000 Structured Alt Protection ETF - October
+0.05%
+$800.99 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$1,210.85 
BUCK Simplify Treasury Option Income ETF
+0.02%
+$1,141.97 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,825.89 
RGTI Rigetti Computing Inc
0%
+$3.76 
ZDEK Innovator Equity Defined Protection ETF
0%
$0 
CPNM Calamos Nasdaq-100 Structured Alt Protection ETF – March
0%
+$1.93 
GLW Corning Incorporated
-14.06%
-$201,902.39 
LITE Lumentum Holdings Inc.
-9.93%
-$94,688.58 
GEV GE Vernova Inc.
-8.66%
-$255,083.36 
CLS Celestica Inc.
-8.55%
-$175,153.49 
CEG Constellation Energy Corporation
-6.79%
-$74,807.12 
AMAT Applied Materials, Inc.
-6.73%
-$16,440.54 
NBIS Nebius Group N.V.
-5.09%
-$13,007.38 
AVGO Broadcom Inc.
-4.79%
-$41,602.62 
SMH VanEck Semiconductor ETF
-4.52%
-$207,994.06 
SNDK SanDisk Corporation
-4.42%
-$15,147.3 
ORCL Oracle Corporation
-4.42%
-$11,259.59 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-4.38%
-$210,454.89 
CAT Caterpillar Inc.
-4.15%
-$16,757.07 
GS The Goldman Sachs Group, Inc.
-3.97%
-$87,095.81 
AMD Advanced Micro Devices, Inc.
-3.9%
-$60,384.86 
MS Morgan Stanley
-3.4%
-$50,767.56 
URA Global X Uranium ETF
-3.08%
-$12,328 
NVDA NVIDIA Corporation
-2.85%
-$266,321.63 
RCS PIMCO Strategic Income Fund
-2.78%
-$3,882.48 
DNP DNP Select Income Fund Inc.
-2.74%
-$91,762.96 
SPMO Invesco S&P 500 Momentum ETF
-2.58%
-$67,427.15 
PCT PureCycle Technologies, Inc.
-2.58%
-$2,138.53 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$22,619.52 
AIRR First Trust RBA American Industrial Renaissance ETF
-2.3%
-$29,296.53 
VLO Valero Energy Corporation
-2.24%
-$43,775.05 
MTUM iShares MSCI USA Momentum Factor ETF
-2.13%
-$13,334.28 
PAVE Global X U.S. Infrastructure Development ETF
-2.06%
-$50,749.32 
GE General Electric Company
-1.98%
-$37,293.78 
JPM JPMorgan Chase & Co.
-1.72%
-$124,390.46 
SLV iShares Silver Trust
-1.69%
-$4,939.2 
FDG American Century Focused Dynamic Growth ETF
-1.6%
-$12,381.24 
BLOX Nicholas Crypto Income ETF
-1.56%
-$6,836.19 
C Citigroup Inc.
-1.47%
-$29,641.35 
XLI Industrial Select Sector SPDR Fund
-1.42%
-$12,583.08 
TSLA Tesla, Inc.
-1.4%
-$26,695.68 
RTX RTX Corporation
-1.32%
-$2,868.89 
ARKQ Ark Autonomous Technology & Robotics ETF
-1.32%
-$3,474.82 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.29%
-$14,306.4 
IREN IREN Limited
-1.28%
-$4,528.88 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.28%
-$3,116.25 
AMZN Amazon.com Inc
-1.22%
-$36,110 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.18%
-$4,668.54 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$7,453.87 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$4,218.53 
VEU Vanguard FTSE All-World ex-US ETF
-1.11%
-$3,001.32 
ITA iShares U.S. Aerospace & Defense ETF
-1.1%
-$19,088.96 
SCHF Schwab International Equity ETF
-1.1%
-$23,789.71 
TDVI FT Vest Technology Dividend Mutual Fund
-1.07%
-$10,518.24 
ILF iShares Latin America 40 ETF
-1.04%
-$2,257.5 
RKLB Rocket Lab Corporation
-1.02%
-$2,860.16 
SPEM SPDR Portfolio Emerging Markets ETF
-0.98%
-$5,764.91 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$2,710.5 
CVX Chevron Corporation
-0.94%
-$6,413.9 
SPHQ Invesco S&P 500 Quality ETF
-0.83%
-$9,388.62 
PGP PIMCO Global StocksPLUS and Income Fund
-0.82%
-$831.04 
CGBL Capital Group Core Balanced ETF
-0.65%
-$3,691.91 
LST Leuthold Select Industries ETF
-0.65%
-$1,421.35 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.65%
-$32,094.71 
IWP iShares Russell Mid-Cap Growth ETF
-0.63%
-$4,375.23 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.61%
-$4,641.19 
UFO Procure Space ETF
-0.6%
-$4,919.2 
CGUS Capital Group Core Equity ETF
-0.59%
-$6,492.23 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$97,537.26 
RDVI FT Vest Rising Dividend Achievers Fund
-0.56%
-$8,769.76 
AIQ Global X Artificial Intelligence & Technology ETF
-0.55%
-$2,374.75 
CGDV Capital Group Dividend Value ETF
-0.55%
-$22,151.34 
RDVY First Trust Rising Dividend Achievers ETF
-0.53%
-$11,940.24 
VOT Vanguard Mid-Cap Growth ETF
-0.53%
-$5,452.61 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.5%
-$4,260.8 
F Ford Motor Company
-0.5%
-$883.4 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.47%
-$2,678.65 
VTV Vanguard Value ETF
-0.46%
-$4,805.98 
QQQI Neos NASDAQ-100 High Income ETF
-0.46%
-$28,447.5 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.43%
-$25,632.49 
CSX CSX Corporation
-0.38%
-$840.46 
FPE First Trust Preferred Securities and Income ETF
-0.37%
-$697 
RF Regions Financial Corporation
-0.36%
-$793.98 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$812.69 
VOO Vanguard S&P 500 ETF
-0.34%
-$1,482.08 
FTQI First Trust Nasdaq BuyWrite Fund
-0.32%
-$703.04 
CGGR Capital Group Growth ETF
-0.3%
-$5,299.7 
FDD First Trust STOXX European Select Dividend Index Fund
-0.29%
-$15,309.12 
SPYI NEOS S&P 500 High Income ETF
-0.25%
-$8,869.01 
MISL First Trust Indxx Aerospace & Defense ETF
-0.23%
-$2,680 
CPRJ Calamos Russell 2000 Structured Alt Protection ETF - July
-0.2%
-$985.87 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.2%
-$6,538.35 
MGK Vanguard Mega Cap Growth ETF
-0.14%
-$3,082.69 
FMB First Trust Managed Municipal Fund
-0.14%
-$346.08 
HYD VanEck High Yield Muni ETF
-0.13%
-$275.99 
BINC iShares Flexible Income Active ETF
-0.13%
-$5,561.85 
OKE ONEOK, Inc.
-0.12%
-$403.8 
XV Simplify Target 15 Distribution ETF
-0.12%
-$2,409.21 
IWMI Neos Russell 2000 High Income ETF
-0.11%
-$4,458.96 
CPNS Calamos Nasdaq-100 Structured Alt Protection ETF - September
-0.07%
-$1,372.68 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$287.37 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.06%
-$159.19 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.05%
-$2,990.15 
CSHI Neos Enhanced Income Cash Alternative ETF
-0.04%
-$3,391.02 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.04%
-$851.99 
SVOL Simplify Volatility Premium ETF
-0.03%
-$2,314.75 
DGRO iShares Core Dividend Growth ETF
-0.03%
-$61.9 
SBAR Simplify Barrier Income ETF
-0.02%
-$140.18 Events
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Dividends
Dividend Analysis
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| Trades 1288 | Longs Won 898/1288 69% | Profit Factor 8.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $390,227.42 |
| Average Win $129,849.47 | Best Trade (Sep 11) $7.14M | Sharpe Ratio -9.53 |
| Average Loss -$35,079.57 | Worst Trade (Jun 29) -$1.26M | Z-Score 7.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 3d | Expectancy $79,909.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,333 | 7,500 | 6,667 | 5,833 | 5,000 | 4,167 | 3,333 | 2,500 | 1,667 | 833 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 44,685 | $6.56M | $14.93M | - | $8.36M | 127.42% | +0.539% |
| AIQ Global X Artificial Intelligence & Technology ETF | 6,785 | $445,164 | $431,729.55 | - | -$13,434.45 | -3.02% | -0.547% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 11,885 | $1.29M | $1.25M | - | -$44,276.54 | -3.43% | -2.298% |
| AKRE Akre Focus ETF | 4,629 | $303,246 | $268,620.87 | - | -$34,625.13 | -11.42% | +1.843% |
| AMAT Applied Materials, Inc. | 535 | $182,847.07 | $227,781.6 | - | $44,934.53 | 24.57% | -6.732% |
| AMD Advanced Micro Devices, Inc. | 2,999 | $467,264.01 | $1.49M | - | $1.02M | 218.34% | -3.901% |
| AMGN Amgen Inc. | 2,994 | $777,349.23 | $1.14M | - | $365,759.97 | 47.05% | +1.179% |
| AMZN Amazon.com Inc | 11,500 | $1.82M | $2.92M | - | $1.1M | 60.66% | -1.223% |
| ARKQ Ark Autonomous Technology & Robotics ETF | 2,165 | $286,256 | $259,269.57 | - | -$26,986.43 | -9.43% | -1.323% |
| AVGO Broadcom Inc. | 2,402 | $700,018.55 | $827,897.34 | - | $127,878.79 | 18.27% | -4.785% |
| AXP American Express Company | 3,054 | $977,239.15 | $1M | - | $23,159.63 | 2.37% | +0.887% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 4,121 | $464,150.54 | $565,813.3 | - | $101,662.76 | 21.9% | -0.471% |
| BINC iShares Flexible Income Active ETF | 85,567 | $4.5M | $4.38M | - | -$122,622.41 | -2.72% | -0.127% |
| BLOX Nicholas Crypto Income ETF | 31,244 | $486,151 | $430,579.81 | - | -$55,571.19 | -11.43% | -1.563% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 6,925 | $217,553.51 | $241,197.75 | - | $23,644.24 | 10.87% | -1.276% |
| BUCK Simplify Treasury Option Income ETF | 228,395 | $5.38M | $5.33M | - | -$56,500.98 | -1.05% | +0.021% |
| C Citigroup Inc. | 14,530 | $1.73M | $1.99M | - | $256,997.93 | 14.85% | -1.47% |
| CAT Caterpillar Inc. | 493 | $235,400.42 | $386,797.94 | - | $151,397.52 | 64.31% | -4.152% |
| CEG Constellation Energy Corporation | 3,868 | $556,834.43 | $1.03M | - | $469,771.45 | 84.36% | -6.792% |
| CGBL Capital Group Core Balanced ETF | 15,069 | $471,208.05 | $563,354.56 | - | $92,146.51 | 19.56% | -0.651% |
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FAQ
Which stocks have generated the highest profits for Robert B. LaRue?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $6.33M, First Trust Equity Market Neutral ETF - $6.24M, JPMorgan Chase & Co - $4.01M, NVIDIA Corporation - $2.75M, and Apple Inc - $2.53M. 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 Extended Duration Treasury ETF - $1.28M, Dow Inc - $1.23M, Pacer US Small Cap Cash Cows 100 ETF - $346,778.04, Stacked Bitcoin & Gold ETF - $309,888.47, and Exxon Mobil Corporation - $250,504.95. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert B. LaRue's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.87M earned over time. The largest contributors to dividend income include First Trust Equity Market Neutral ETF - $6.15M, iShares 0-3 Month Treasury Bond ETF - $1.54M, Simplify Volatility Premium ETF - $1.07M, DNP Select Income Fund Inc - $731,117.6, and Pacer US Cash Cows 100 ETF - $677,619.97. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert B. LaRue's monthly returns?
Robert B. LaRue's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Robert B. LaRue's strategy be considered aggressive or moderate?
Robert B. LaRue's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Robert B. LaRue's strategy?
Robert B. LaRue's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
