Shawn M. McHugh Portfolio
Invests via WealthTrust Asset Management LLC | Managed by John G. McHugh
Invests via WealthTrust Asset Management LLC
Managed by John G. McHugh
Automatically Tracked
Shawn M. McHugh Profile
Shawn M. McHugh is a seasoned investor-operator renowned for his strategic insights in the technology sector. With a robust background in scaling high-growth companies, he has effectively led numerous startups from inception to market leader status. His expertise extends across capital markets and entrepreneurship, where he actively engages with innovators to foster advancements and commercial viability. As an experienced advisor within venture ecosystems, he provides critical guidance on navigating complex growth challenges while also leveraging an extensive network of industry relationships to create collaborative opportunities for investment success.
Shawn M. McHugh is a seasoned investor-operator renowned for his strategic insights in the technology sector. With a robust background in scaling high-growth companies, he has effectively led numerous startups from inception to market leader status. His expertise extends across capital markets and entrepreneurship, where he actively engages with innovators to foster advancements and commercial viability. As an experienced advisor within venture ecosystems, he provides critical guidance on navigating complex growth challenges while also leveraging an extensive network of industry relationships to create collaborative opportunities for investment success.
Investment Philosophy & Strategy
Growth-oriented ventures represent a significant focus in the approach taken by this seasoned investor-operator. With an established record of nurturing high-growth technology startups, Shawn M. McHugh excels in aligning strategic capital allocation with innovative solutions that meet market demands. His operational expertise and unique insights allow him to assess disruptive opportunities effectively while fostering partnerships that drive scalability and sustainability within his portfolio. By prioritizing collaboration with entrepreneurs, he cultivates ecosystems ripe for transformative growth and success.
Growth-oriented ventures represent a significant focus in the approach taken by this seasoned investor-operator. With an established record of nurturing high-growth technology startups, Shawn M. McHugh excels in aligning strategic capital allocation with innovative solutions that meet market demands. His operational expertise and unique insights allow him to assess disruptive opportunities effectively while fostering partnerships that drive scalability and sustainability within his portfolio. By prioritizing collaboration with entrepreneurs, he cultivates ecosystems ripe for transformative growth and success.
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:
64.6%
Gain -0.58%
Monthly
0.71%
Yearly
8.89%
Drawdown
17.94%
$182.24M
Equity
Holdings
$182.24M
Investment
$142.43M
$50.14M
Profit -$738,138.46
Realized
$10.33M
Unrealized
$39.81M
Dividends
$13.34M
Goals
Avg. 60.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.58%
Profit
-$738,138.46
Win %
74%
This Week
Compared To Last Week
Gain
-0.4%
Profit
-$738,138.46
Win %
74%
This Month
Compared to last month
Gain
-0.42%
Profit
-$770,227.08
Win %
74%
This Year
Compared to last year
Gain
1.03%
Profit
$1.85M
Win %
73%
SNDQ Tradr 2X Short SNDK Daily ETF
+9.05%
+$18,938.85 
CIBR First Trust NASDAQ Cybersecurity ETF
+5.99%
+$18,334.25 
NFLX Netflix, Inc.
+3.77%
+$35,667.8 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+3.34%
+$29,551.68 
GOOGL Alphabet Inc
+3.22%
+$64,174.77 
LDOS Leidos Holdings Inc.
+3.06%
+$29,115.45 
CHRW C.H. Robinson Worldwide, Inc.
+2.99%
+$299,828.56 
META Meta Platforms Inc Class A
+2.71%
+$79,346.12 
RMD ResMed Inc.
+2.16%
+$14,991.93 
MSFT Microsoft Corp.
+1.97%
+$59,785.14 
LLY Eli Lilly and Company
+1.92%
+$46,138.95 
ALL Allstate Corporation
+1.87%
+$20,719.46 
WMT Walmart Inc.
+1.8%
+$3,556.99 
T AT&T Inc.
+1.78%
+$5,165.22 
ABBV AbbVie Inc.
+1.78%
+$24,223.62 
COST Costco Wholesale Corporation
+1.56%
+$3,676.4 
XLV Health Care Select Sector SPDR Fund
+1.43%
+$3,590.55 
V Visa Inc. Class A
+1.32%
+$2,854.8 
FTCS First Trust Capital Strength ETF
+0.92%
+$2,066.58 
COWZ Pacer US Cash Cows 100 ETF
+0.9%
+$3,395.07 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.61%
+$2,419.52 
PG Procter & Gamble Co
+0.59%
+$1,368.26 
FOCT FT Vest U.S. Equity Buffer ETF
+0.57%
+$2,085.28 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.37%
+$2,653.53 
JNJ Johnson & Johnson
+0.3%
+$717.89 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.25%
+$1,073.09 
FVD First Trust Value Line Dividend Index Fund
+0.24%
+$657.72 
AAPL Apple Inc.
+0.22%
+$12,862.78 
AMP Ameriprise Financial, Inc.
+0.2%
+$2,428.8 
MPC Marathon Petroleum Corporation
+0.15%
+$2,225.52 
CFG Citizens Financial Group, Inc.
+0.1%
+$1,167.46 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
+0.1%
+$253.83 
SPLV Invesco S&P 500 Low Volatility ETF
+0.04%
+$81.84 
CPSD Calamos S&P 500 Structured Alt Protection ETF – December
+0.04%
+$87.33 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$1,774.5 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$281.92 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$337.31 
ATAI AtaiBeckley Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
-$0.06 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 ZJUN
ZJUN
0%
$0 G200
G2004J103
0%
$0 
VRT Vertiv Holdings Co
-7.64%
-$118,957.79 
MPWR Monolithic Power Systems, Inc.
-7.37%
-$14,646.16 
INTC Intel Corporation
-5.59%
-$23,132.25 
FTAI FTAI Aviation Ltd.
-5.41%
-$7,545 
MU Micron Technology, Inc.
-5.25%
-$85,451.64 
BAC Bank of America Corporation
-5.14%
-$73,065.6 
AVGO Broadcom Inc.
-4.71%
-$51,896.49 
AMD Advanced Micro Devices, Inc.
-4.4%
-$14,881.6 
CAT Caterpillar Inc.
-4.3%
-$11,046.52 
PWRD TCW Transform Systems ETF
-4.21%
-$11,722.17 
EME EMCOR Group, Inc.
-4.01%
-$57,636.18 
NVDA NVIDIA Corporation
-3.35%
-$154,437.36 
BNY BlackRock New York Municipal Income Trust
-3.07%
-$62,554.64 
STX Seagate Technology Holdings plc
-2.96%
-$12,920.24 
KLRS Kalaris Therapeutics, Inc.
-2.37%
-$1,633.28 
AIRR First Trust RBA American Industrial Renaissance ETF
-2.34%
-$11,513.37 
SLV iShares Silver Trust
-2.2%
-$8,028.16 
HTD John Hancock Tax-Advantaged Dividend Income Fund
-2.14%
-$4,551.64 
TXN Texas Instruments Inc
-1.99%
-$4,231.86 
GE General Electric Company
-1.88%
-$3,872.96 
RCL Royal Caribbean Group
-1.87%
-$11,280.08 
EVV Eaton Vance Limited Duration Income Fund
-1.86%
-$2,633.57 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$11,006.55 
TSLA Tesla, Inc.
-1.77%
-$19,565.28 
FTC First Trust Large Cap Growth Fund
-1.75%
-$5,734.76 
JPM JPMorgan Chase & Co.
-1.71%
-$19,390.56 
RIV RiverNorth Opportunities Fund, Inc.
-1.67%
-$2,601.72 
GLD SPDR Gold Shares
-1.51%
-$27,816.34 
EXE Expand Energy Corporation
-1.51%
-$9,643.92 
DHY Credit Suisse High Yield Bond Fund
-1.49%
-$494.93 
VKTX Viking Therapeutics Inc.
-1.41%
-$2,900.7 
AMZN Amazon.com Inc
-1.25%
-$36,577.95 
RTX RTX Corporation
-1.17%
-$13,124.24 
DVN Devon Energy Corporation
-0.99%
-$17,355.5 
UHS Universal Health Services, Inc.
-0.9%
-$6,361.08 
CVX Chevron Corporation
-0.89%
-$5,556.88 
CAIQ Calamos Nasdaq Autocallable Income ETF
-0.89%
-$2,328.07 
AEP American Electric Power Company, Inc.
-0.88%
-$2,177.82 
IWF iShares Russell 1000 Growth ETF
-0.85%
-$1,865.33 
WLTG WealthTrust DBS Long-Term Growth Fund
-0.82%
-$421,783.84 
IYW iShares U.S. Technology ETF
-0.82%
-$2,743.52 
NEE NextEra Energy, Inc.
-0.81%
-$1,911.51 
QQQ Invesco QQQ Trust, Series 1
-0.8%
-$39,729 
COF Capital One Financial Corporation
-0.76%
-$8,993.04 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.7%
-$1,485.12 
PFF iShares Preferred and Income Securities ETF
-0.7%
-$5,454.12 
WELL Welltower Inc.
-0.56%
-$1,407.14 
RDVI FT Vest Rising Dividend Achievers Fund
-0.54%
-$2,034.68 
RDVY First Trust Rising Dividend Achievers ETF
-0.53%
-$3,580.18 
VO Vanguard Mid-Cap ETF
-0.52%
-$19,854.19 
CAIE Calamos Autocallable Income ETF
-0.51%
-$4,526.15 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.48%
-$5,678.03 
IVV iShares Core S&P 500 ETF
-0.47%
-$3,496.64 
DOW Dow Inc.
-0.47%
-$4,123.71 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$1,944.24 
IWB iShares Russell 1000 ETF
-0.44%
-$32,099.34 
VB Vanguard Small-Cap ETF
-0.37%
-$5,809.7 
HCA HCA Healthcare Inc.
-0.35%
-$4,780.66 
MGK Vanguard Mega Cap Growth ETF
-0.34%
-$6,242.16 
DUK Duke Energy Corporation
-0.31%
-$743.25 
CPNJ Calamos Nasdaq-100 Structured Alt Protection ETF – June
-0.29%
-$1,602.32 
USB U.S. Bancorp
-0.26%
-$11,840 
USA Liberty All Star Equity Fund
-0.26%
-$667.65 
SO The Southern Company
-0.19%
-$593.17 
SYF Synchrony Financial
-0.17%
-$2,225.21 
SGHT Sight Sciences, Inc.
-0.12%
-$209.56 
FV First Trust Dorsey Wright Focus 5 ETF
-0.1%
-$363.23 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$1,109.43 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$4,020.75 Events
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Dividends
Dividend Analysis
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| Trades 1567 | Longs Won 977/1567 62% | Profit Factor 2.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $256,014.48 |
| Average Win $80,324.43 | Best Trade (Aug 14) $7.8M | Sharpe Ratio -9.37 |
| Average Loss -$48,022.12 | Worst Trade (Aug 24) -$1.61M | Z-Score -4.59 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 5d | Expectancy $31,999.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,788 | 3,409 | 3,030 | 2,652 | 2,273 | 1,894 | 1,515 | 1,136 | 758 | 379 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,620 | $4.18M | $5.87M | - | $1.68M | 40.23% | +0.22% |
| ABBV AbbVie Inc. | 5,289 | $768,053.33 | $1.38M | - | $616,077.97 | 80.21% | +1.781% |
| AEP American Electric Power Company, Inc. | 1,998 | $261,897.84 | $244,235.52 | - | -$17,662.32 | -6.74% | -0.884% |
| AGG iShares Core U.S. Aggregate Bond ETF | 53,610 | $5.21M | $5.14M | - | -$68,287.53 | -1.31% | -0.078% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 4,587 | $473,110.65 | $480,625.86 | - | $7,515.21 | 1.59% | -2.339% |
| ALL Allstate Corporation | 4,362 | $1.04M | $1.13M | - | $89,508.24 | 8.62% | +1.872% |
| AMD Advanced Micro Devices, Inc. | 655 | $380,496.03 | $323,183.55 | - | -$57,312.48 | -15.06% | -4.402% |
| AMP Ameriprise Financial, Inc. | 2,208 | $1.11M | $1.23M | - | $124,061.89 | 11.18% | +0.197% |
| AMZN Amazon.com Inc | 11,395 | $1.98M | $2.89M | - | $904,534.2 | 45.57% | -1.25% |
| ATAI AtaiBeckley Inc. | 11,127 | $45,620.7 | $81,783.45 | - | $36,162.75 | 79.27% | 0.0 |
| AVGO Broadcom Inc. | 3,042 | $955,586.86 | $1.05M | - | $93,690.2 | 9.8% | -4.713% |
| BAC Bank of America Corporation | 22,656 | $1.07M | $1.35M | - | $275,157.12 | 25.67% | -5.144% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 67,463 | $6.17M | $6.17M | - | -$1,751.02 | -0.03% | +0.005% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 28,192 | $2.8M | $2.8M | - | -$6,766.08 | -0.24% | +0.01% |
| BNY BlackRock New York Municipal Income Trust | 12,536 | $969,043.44 | $1.98M | - | $1.01M | 103.97% | -3.068% |
| CAIE Calamos Autocallable Income ETF | 33,527 | $897,837.89 | $889,303.67 | - | -$8,534.22 | -0.95% | -0.506% |
| CAIQ Calamos Nasdaq Autocallable Income ETF | 10,347 | $261,941.18 | $260,485.72 | - | -$1,455.46 | -0.56% | -0.886% |
| CAT Caterpillar Inc. | 314 | $222,456.44 | $245,984.46 | - | $23,528.02 | 10.58% | -4.298% |
| CFG Citizens Financial Group, Inc. | 16,678 | $890,089.2 | $1.18M | - | $286,543.7 | 32.19% | +0.099% |
| CHRW C.H. Robinson Worldwide, Inc. | 65,608 | $10.9M | $10.32M | - | -$572,101.76 | -5.25% | +2.991% |
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FAQ
Which stocks have generated the highest profits for Shawn M. McHugh?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $3.64M, WealthTrust DBS Long-Term Growth Fund - $2.15M, NVIDIA Corporation - $1.8M, SPDR Gold Shares - $1.47M, and Royal Caribbean Group - $1.41M. 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: Invesco S&P 500 Pure Value ETF - $1.73M, First Trust Institutional Preferred Securities and Income ETF - $1.1M, Southwest Airlines Co - $801,203.19, Freeport-McMoRan Inc - $699,006.39, and The Walt Disney Company - $697,096.85. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Shawn M. McHugh's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.34M earned over time. The largest contributors to dividend income include WealthTrust DBS Long-Term Growth Fund - $2.2M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.27M, U.S. Bancorp - $740,016.44, iShares Floating Rate Bond ETF - $662,803.34, and C.H. Robinson Worldwide, Inc - $561,386.14. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Shawn M. McHugh's monthly returns?
Shawn M. McHugh'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 Shawn M. McHugh's strategy be considered aggressive or moderate?
Shawn M. McHugh'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 Shawn M. McHugh's strategy?
Shawn M. McHugh'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.
