SMM
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:
46.1%
Gain +0.47%
Monthly
0.48%
Yearly
5.89%
Drawdown
18.67%
$181.78M
Equity
Holdings
$181.78M
Investment
$141.27M
$52.38M
Profit +$972,723.52
Realized
$11.88M
Unrealized
$40.51M
Dividends
$12.7M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.47%
Profit
$972,723.52
Win %
77%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$489,703.33
Win %
77%
This Month
Compared to last month
Gain
-0.6%
Profit
-$1.1M
Win %
77%
This Year
Compared to last year
Gain
-1.49%
Profit
$1.12M
Win %
77%
STX Seagate Technology Holdings plc
+7.25%
+$33,048.75 
SGHT Sight Sciences, Inc.
+7.1%
+$15,175.9 
CCL Carnival Corporation Ltd.
+3.7%
+$30,607.2 
T AT&T Inc.
+2.46%
+$6,260.2 
JPM JPMorgan Chase & Co.
+2.3%
+$23,667.19 
USB U.S. Bancorp
+2.27%
+$96,940 
RCL Royal Caribbean Group
+2.19%
+$15,066.88 
ALLY Ally Financial Inc.
+2.05%
+$15,993.3 
AMP Ameriprise Financial, Inc.
+1.94%
+$19,355 
EXE Expand Energy Corporation
+1.94%
+$11,777.6 
TSLA Tesla, Inc.
+1.88%
+$22,695.15 
CFG Citizens Financial Group, Inc.
+1.68%
+$19,186.72 
PWRD TCW Transform Systems ETF
+1.68%
+$4,438.68 
VRT Vertiv Holdings Co
+1.63%
+$29,643.2 
RIV RiverNorth Opportunities Fund, Inc.
+1.58%
+$2,722.14 
BAC Bank of America Corporation
+1.52%
+$19,782.84 
CAT Caterpillar Inc.
+1.49%
+$4,185.62 
COF Capital One Financial Corporation
+1.47%
+$15,619.04 
SYF Synchrony Financial
+1.43%
+$18,062.82 
EME EMCOR Group, Inc.
+1.4%
+$21,481.7 
CHRW C.H. Robinson Worldwide, Inc.
+1.38%
+$172,549.04 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$24,744.1 
NEE NextEra Energy, Inc.
+1.3%
+$3,150.36 
ABBV AbbVie Inc.
+1.29%
+$14,062.74 
RMD ResMed Inc.
+1.22%
+$7,818.6 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$6,966 
JNJ Johnson & Johnson
+1.05%
+$2,252.5 
RDVI FT Vest Rising Dividend Achievers Fund
+1.02%
+$3,547.28 
VO Vanguard Mid-Cap ETF
+0.97%
+$36,251.46 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$5,433.09 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.91%
+$3,757.2 
FV First Trust Dorsey Wright Focus 5 ETF
+0.89%
+$3,146 
SPLV Invesco S&P 500 Low Volatility ETF
+0.87%
+$1,869.21 
PG Procter & Gamble Co
+0.85%
+$1,994.19 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.83%
+$4,346 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$2,712.84 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.81%
+$3,231.21 
SO The Southern Company
+0.79%
+$2,657.34 
SLV iShares Silver Trust
+0.77%
+$3,045.6 
CVX Chevron Corporation
+0.75%
+$4,069.77 
HD The Home Depot, Inc.
+0.73%
+$1,744.69 
VB Vanguard Small-Cap ETF
+0.73%
+$11,410 
FTC First Trust Large Cap Growth Fund
+0.71%
+$2,468.92 
FVD First Trust Value Line Dividend Index Fund
+0.69%
+$1,807.74 
COST Costco Wholesale Corporation
+0.68%
+$1,731.6 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$17,353.14 
IYW iShares U.S. Technology ETF
+0.62%
+$2,023.11 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$26,969.6 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$1,669.07 
DUK Duke Energy Corporation
+0.61%
+$1,500.24 
AEP American Electric Power Company, Inc.
+0.58%
+$1,518 
IVV iShares Core S&P 500 ETF
+0.58%
+$4,188.21 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+0.58%
+$820 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$1,641.24 
GOOGL Alphabet Inc
+0.56%
+$19,754.1 
IWB iShares Russell 1000 ETF
+0.55%
+$38,918.82 
WLTG WealthTrust DBS Long-Term Growth Fund
+0.54%
+$266,843.6 
VKTX Viking Therapeutics Inc.
+0.49%
+$872.76 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$5,654.55 
WMT Walmart Inc.
+0.45%
+$1,004.43 
CPNJ Calamos Nasdaq-100 Structured Alt Protection ETF – June
+0.41%
+$2,306.1 
PEP PepsiCo, Inc.
+0.4%
+$3,586.14 
UHS Universal Health Services, Inc.
+0.3%
+$1,143.56 
CAIE Calamos Autocallable Income ETF
+0.28%
+$2,537.62 
HTD John Hancock Tax-Advantaged Dividend Income Fund
+0.27%
+$601.16 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$592.1 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.2%
+$1,711.29 
FOCT FT Vest U.S. Equity Buffer ETF
+0.2%
+$698.74 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
+0.19%
+$701.76 
NVDA NVIDIA Corporation
+0.18%
+$7,134.71 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$1,357 
MSFT Microsoft Corp.
+0.13%
+$3,241.16 
APTV Aptiv PLC
+0.13%
+$1,505.88 
CPSD Calamos S&P 500 Structured Alt Protection ETF – December
+0.11%
+$238.17 
CAIQ Calamos Nasdaq Autocallable Income ETF
+0.09%
+$255.19 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.09%
+$611.07 
GLD SPDR Gold Shares
+0.06%
+$1,098.89 
CPNQ Calamos Nasdaq-100 Structured Alt Protection ETF – December
+0.06%
+$117.93 
LDOS Leidos Holdings Inc.
+0.05%
+$257.88 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$3,458.64 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,707.35 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$445.25 
LLY Eli Lilly and Company
-2.41%
-$61,864.3 
AAPL Apple Inc.
-1.52%
-$61,002 
AMZN Amazon.com Inc
-1.21%
-$34,931.34 
NFLX Netflix, Inc.
-1.14%
-$10,471.8 
AVGO Broadcom Inc.
-0.94%
-$10,266.35 
KLRS Kalaris Therapeutics, Inc.
-0.69%
-$372.48 
DHY Credit Suisse High Yield Bond Fund
-0.57%
-$217.26 
RTX RTX Corporation
-0.34%
-$3,720.21 
EVV Eaton Vance Limited Duration Income Fund
-0.27%
-$424.85 
META Meta Platforms Inc Class A
-0.23%
-$5,810.96 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$411.74 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$2,330.56 
CMU MFS Municipal High Income Fund
-0.15%
-$71.14 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$6,099.26 
USA Liberty All Star Equity Fund
-0.09%
-$254.25 
MCD McDonald's Corporation
-0.02%
-$39.12 Events
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Dividends
Dividend Analysis
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| Trades 1468 | Longs Won 903/1468 61% | Profit Factor 3.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $254,259.49 |
| Average Win $82,821.35 | Best Trade (Jun 12) $6.86M | Sharpe Ratio -9.79 |
| Average Loss -$39,652.71 | Worst Trade (Sep 30) -$1.22M | Z-Score -5 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w | Expectancy $35,683.86 |
| 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 | 4,587 | 4,128 | 3,670 | 3,211 | 2,752 | 2,294 | 1,835 | 1,376 | 917 | 459 |
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Returns
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