RBL
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:
37.51%
Gain 0%
Monthly
0.96%
Yearly
12.2%
Drawdown
15.44%
$279.62M
Equity
Holdings
$279.62M
Investment
$220.38M
$97.46M
Profit +$10,714.58
Realized
$36.04M
Unrealized
$61.42M
Dividends
$13.71M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.004%
Profit
$10,714.58
Win %
81%
This Week
Compared To Last Week
Gain
0.004%
Profit
$10,714.58
Win %
81%
This Month
Compared to last month
Gain
-1.84%
Profit
-$5.25M
Win %
81%
This Year
Compared to last year
Gain
0.21%
Profit
$1.79M
Win %
80%
SNDK SanDisk Corporation
+5.24%
+$35,492.39 
AMD Advanced Micro Devices, Inc.
+4.73%
+$67,140.48 
ANET Arista Networks, Inc.
+4.37%
+$18,153.41 
GEV GE Vernova Inc.
+3.73%
+$138,087.95 
LITE Lumentum Holdings Inc.
+3.59%
+$31,969.97 
CEG Constellation Energy Corporation
+2.86%
+$27,248.17 
REMX VanEck Rare Earth and Strategic Metals ETF
+2.73%
+$20,320 
AMAT Applied Materials, Inc.
+2.64%
+$9,028.97 
GS The Goldman Sachs Group, Inc.
+2.62%
+$56,361.67 
JPM JPMorgan Chase & Co.
+2.31%
+$204,703.27 
AXP American Express Company
+2.18%
+$10,800.32 
GDMN WisdomTree Efficient Gold Plus Miners Fund
+2.11%
+$4,901.98 
CLS Celestica Inc.
+1.88%
+$39,204.05 
TSLA Tesla, Inc.
+1.82%
+$36,734.88 
SMH VanEck Semiconductor ETF
+1.73%
+$21,965.92 
RGTI Rigetti Computing Inc
+1.7%
+$4,557 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$10,936.27 
OKE ONEOK, Inc.
+1.56%
+$5,372.35 
URA Global X Uranium ETF
+1.54%
+$9,453 
GLW Corning Incorporated
+1.5%
+$22,919.85 
CAT Caterpillar Inc.
+1.44%
+$6,495.89 
C Citigroup Inc.
+1.27%
+$22,932.71 
SPMO Invesco S&P 500 Momentum ETF
+1.26%
+$23,088.8 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.15%
+$11,811.62 
SVOL Simplify Volatility Premium ETF
+1.14%
+$41,907.24 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$17,461.44 
JNJ Johnson & Johnson
+1.07%
+$36,174.68 
RDVI FT Vest Rising Dividend Achievers Fund
+1.06%
+$13,219.2 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$13,300.32 
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$23,058.48 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.97%
+$3,782.24 
TDVI FT Vest Technology Dividend Mutual Fund
+0.96%
+$5,166.15 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$65,856.8 
VTV Vanguard Value ETF
+0.94%
+$8,823.87 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$9,364.68 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$4,586.85 
NLR VanEck Uranium and Nuclear ETF
+0.83%
+$6,731.65 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.83%
+$12,117.92 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$95,205.06 
FDD First Trust STOXX European Select Dividend Index Fund
+0.81%
+$39,559.68 
SLV iShares Silver Trust
+0.77%
+$2,603.8 
IWMI Neos Russell 2000 High Income ETF
+0.76%
+$10,334 
GE General Electric Company
+0.76%
+$14,782.68 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$7,584.75 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$4,826.27 
CVX Chevron Corporation
+0.75%
+$4,327.37 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$3,109.4 
QQQI Neos NASDAQ-100 High Income ETF
+0.7%
+$26,527.8 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$1,608.36 
COST Costco Wholesale Corporation
+0.68%
+$2,617.37 
CGDV Capital Group Dividend Value ETF
+0.66%
+$28,485.12 
DOW Dow Inc.
+0.65%
+$19,397.4 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$5,215.15 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$5,712 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$98,816.22 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$5,311.71 
VOO Vanguard S&P 500 ETF
+0.55%
+$2,205.98 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$1,252.86 
CGMM Capital Group U.S. Small and Mid Cap ETF
+0.54%
+$4,216.17 
GOOGL Alphabet Inc
+0.53%
+$1,449.69 
SPYI NEOS S&P 500 High Income ETF
+0.53%
+$17,942.83 
CGUS Capital Group Core Equity ETF
+0.53%
+$5,816.7 
XV Simplify Target 15 Distribution ETF
+0.49%
+$9,659.4 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.47%
+$2,596.23 
WMT Walmart Inc.
+0.45%
+$18,150.51 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$1,048.08 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.35%
+$15,970.69 
AMGN Amgen Inc.
+0.32%
+$3,413.2 
CGBL Capital Group Core Balanced ETF
+0.32%
+$1,896 
SCHF Schwab International Equity ETF
+0.29%
+$6,252.32 
XOM Exxon Mobil Corporation
+0.28%
+$3,700.11 
DNP DNP Select Income Fund Inc.
+0.28%
+$10,106.46 
SBAR Simplify Barrier Income ETF
+0.24%
+$2,003.94 
MGK Vanguard Mega Cap Growth ETF
+0.22%
+$4,061.25 
ZDEK Innovator Equity Defined Protection ETF
+0.21%
+$3,403.51 
EFAS Global X MSCI SuperDividend EAFE ETF
+0.16%
+$792.4 
NVDA NVIDIA Corporation
+0.16%
+$13,792.64 
FDG American Century Focused Dynamic Growth ETF
+0.14%
+$1,060.48 
BINC iShares Flexible Income Active ETF
+0.13%
+$5,319.86 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$837.12 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$213.06 
CGGR Capital Group Growth ETF
+0.11%
+$1,843.75 
KO The Coca-Cola Company
+0.11%
+$274.5 
MSFT Microsoft Corp.
+0.1%
+$3,843.1 
CPRJ Calamos Russell 2000 Structured Alt Protection ETF - July
+0.07%
+$364.1 
CPNS Calamos Nasdaq-100 Structured Alt Protection ETF - September
+0.07%
+$1,815.32 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.06%
+$8,407.44 
GLD SPDR Gold Shares
+0.06%
+$243.76 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$401.92 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.05%
+$1,286.12 
BUCK Simplify Treasury Option Income ETF
+0.04%
+$2,560.75 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$1,411.06 
HYD VanEck High Yield Muni ETF
+0.04%
+$84.3 
CPRO Calamos Russell 2000 Structured Alt Protection ETF - October
+0.04%
+$552.36 
CPNM Calamos Nasdaq-100 Structured Alt Protection ETF – March
+0.03%
+$152.48 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$4,157.64 
FLQH Franklin International Core Dividend Tilt Index ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
MARB First Trust Merger Arbitrage Fund
0%
$0 
RKLB Rocket Lab Corporation
-10.79%
-$54,516 
UFO Procure Space ETF
-7%
-$90,744 
LLY Eli Lilly and Company
-2.41%
-$11,459.48 
PLTR Palantir Technologies Inc.
-2.36%
-$233,477.46 
MISL First Trust Indxx Aerospace & Defense ETF
-2.19%
-$28,633.97 
SHLD Global X Defense Tech ETF
-2.04%
-$31,054.17 
PCT PureCycle Technologies Inc.
-1.55%
-$1,932 
AAPL Apple Inc.
-1.52%
-$212,521.5 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$17,922.77 
AMZN Amazon.com Inc
-1.23%
-$34,241.16 
NFLX Netflix, Inc.
-1.14%
-$3,888.33 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$18,423.02 
MLPA Global X MLP ETF
-0.93%
-$5,503.5 
AVGO Broadcom Inc.
-0.91%
-$22,547.02 
RCS PIMCO Strategic Income Fund
-0.91%
-$1,672.4 
AKRE Akre Focus ETF
-0.49%
-$1,249.83 
COIN Coinbase Global, Inc.
-0.41%
-$1,136.18 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.38%
-$969.5 
META Meta Platforms Inc Class A
-0.26%
-$659.75 
IONQ IonQ, Inc.
-0.24%
-$1,013.6 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$637.3 
IYH iShares U.S. Healthcare ETF
-0.2%
-$1,095.9 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$9,127.79 
PGP PIMCO Global StocksPLUS and Income Fund
-0.12%
-$118.15 
JUNM FT Vest US Equity Maximum Buffer June Fund
-0.1%
-$986.62 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.07%
-$396.66 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.07%
-$4,358.19 
FMB First Trust Managed Municipal Fund
-0.04%
-$97.98 
IBIT iShares Bitcoin Trust
-0.03%
-$219.42 Events
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Dividends
Dividend Analysis
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| Trades 1160 | Longs Won 806/1160 69% | Profit Factor 11.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $370,080.3 |
| Average Win $131,157.86 | Best Trade (Jun 14) $6.04M | Sharpe Ratio -6.75 |
| Average Loss -$26,569.97 | Worst Trade (Dec 31) -$1.02M | Z-Score 6.9 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 3d | Expectancy $84,018.65 |
| 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 | 10,526 | 9,474 | 8,421 | 7,368 | 6,316 | 5,263 | 4,211 | 3,158 | 2,105 | 1,053 |
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Returns
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Option values are updated at end of day.
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