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:
59.15%
Gain -0.32%
Monthly
0.74%
Yearly
9.22%
Drawdown
16.8%
$179.99M
Equity
Holdings
$179.99M
Investment
$145.58M
$50.87M
Profit -$584,072.11
Realized
$13.1M
Unrealized
$37.76M
Dividends
$13.07M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.32%
Profit
-$584,072.11
Win %
76%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$584,072.11
Win %
76%
This Month
Compared to last month
Gain
-0.22%
Profit
-$394,824.22
Win %
76%
This Year
Compared to last year
Gain
-0.11%
Profit
-$192,385.42
Win %
74%
SNDQ Tradr 2X Short SNDK Daily ETF
+21.68%
+$116,975.25 
SGHT Sight Sciences, Inc.
+4.28%
+$4,400.76 
RMD ResMed Inc.
+4%
+$24,859.23 
RCL Royal Caribbean Group
+3.92%
+$26,691.48 
LDOS Leidos Holdings Inc.
+2.51%
+$20,712.51 
PEP PepsiCo, Inc.
+2.31%
+$19,520.55 
UHS Universal Health Services, Inc.
+2.29%
+$14,332.56 
GE General Electric Company
+2.23%
+$5,019.55 
COF Capital One Financial Corporation
+2.08%
+$23,811.76 
WMT Walmart Inc.
+2.07%
+$4,183.61 
HCA HCA Healthcare Inc.
+1.94%
+$23,523.38 
MSFT Microsoft Corp.
+1.94%
+$45,236.14 
V Visa Inc. Class A
+1.91%
+$3,972.16 
COST Costco Wholesale Corporation
+1.77%
+$4,302.99 
AMP Ameriprise Financial, Inc.
+1.72%
+$20,114.84 
AAPL Apple Inc.
+1.17%
+$68,541.8 
JNJ Johnson & Johnson
+0.97%
+$2,302.66 
JPM JPMorgan Chase & Co.
+0.85%
+$9,520.19 
ALL Allstate Corporation
+0.5%
+$5,670.6 
NFLX Netflix, Inc.
+0.44%
+$3,786.7 
AVGO Broadcom Inc.
+0.34%
+$3,954.57 
AGG iShares Core U.S. Aggregate Bond ETF
+0.24%
+$12,330.3 
BAC Bank of America Corporation
+0.13%
+$1,812.5 
LLY Eli Lilly and Company
+0.12%
+$3,226.44 
IWB iShares Russell 1000 ETF
+0.07%
+$4,938.54 
NVDA NVIDIA Corporation
+0.06%
+$2,531.97 
SLV iShares Silver Trust
+0.04%
+$125.44 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$71.4 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.03%
+$238.32 
RTX RTX Corporation
+0.02%
+$282.91 
SPY SPDR S&P 500 ETF Trust
+0.02%
+$88.01 
TXN Texas Instruments Inc
+0.02%
+$47.48 
SPLV Invesco S&P 500 Low Volatility ETF
+0.02%
+$40.92 
PWRD TCW Transform Systems ETF
+0.02%
+$51.66 
SYF Synchrony Financial
+0.01%
+$171.17 
MPC Marathon Petroleum Corporation
+0.01%
+$150.92 
VO Vanguard Mid-Cap ETF
+0.01%
+$472.72 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$133.6 
GOOGL Alphabet Inc
+0.01%
+$176.79 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.01%
+$22.68 
WLTG WealthTrust DBS Long-Term Growth Fund
0%
+$533.9 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
ATAI AtaiBeckley Inc.
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
-$6.75 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
CAIE Calamos Autocallable Income ETF
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
CPNJ Calamos Nasdaq-100 Structured Alt Protection ETF – June
0%
$0 
CPSD Calamos S&P 500 Structured Alt Protection ETF – December
0%
$0 
DHY Credit Suisse High Yield Bond Fund
0%
$0 
DOCT FT Vest U.S. Equity Deep Buffer Fund
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EVV Eaton Vance Limited Duration Income Fund
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FOCT FT Vest U.S. Equity Buffer ETF
0%
$0 
FTA First Trust Large Cap Value AlphaDEX Fund
0%
$0 
FTAI FTAI Aviation Ltd.
0%
$0 
FTC First Trust Large Cap Growth Fund
0%
+$0.75 
FTCS First Trust Capital Strength ETF
0%
$0 
FV First Trust Dorsey Wright Focus 5 ETF
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
G2004J103
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HTD John Hancock Tax-Advantaged Dividend Income Fund
0%
$0 
IEF iShares 7-10 Year Treasury Bond ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
KLRS Kalaris Therapeutics, Inc.
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
RIV RiverNorth Opportunities Fund, Inc.
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
VKTX Viking Therapeutics Inc.
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
ZJUN
0%
$0 
CHRW C.H. Robinson Worldwide, Inc.
-6.46%
-$790,575.74 
AMD Advanced Micro Devices, Inc.
-5.17%
-$17,685.01 
DVN Devon Energy Corporation
-4.17%
-$65,256.71 
DOW Dow Inc.
-3.65%
-$33,295.14 
MU Micron Technology, Inc.
-2.25%
-$34,611.02 
WELL Welltower Inc.
-1.48%
-$3,946.35 
AEP American Electric Power Company, Inc.
-1.44%
-$3,896.08 
TSLA Tesla, Inc.
-1.22%
-$11,521.44 
CFG Citizens Financial Group, Inc.
-1.08%
-$13,008.84 
NEE NextEra Energy, Inc.
-1.06%
-$2,710.35 
VRT Vertiv Holdings Co
-0.95%
-$16,725.54 
ABBV AbbVie Inc.
-0.94%
-$12,905.11 
SO The Southern Company
-0.79%
-$2,768.15 
USB U.S. Bancorp
-0.75%
-$35,520 
INTC Intel Corporation
-0.7%
-$2,614.95 
IYW iShares U.S. Technology ETF
-0.44%
-$1,358.57 
EME EMCOR Group, Inc.
-0.28%
-$3,868.16 
META Meta Platforms Inc Class A
-0.22%
-$5,961.12 
CAIQ Calamos Nasdaq Autocallable Income ETF
-0.2%
-$538.04 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
-0.09%
-$211.53 
T AT&T Inc.
-0.08%
-$222.16 
CVX Chevron Corporation
-0.04%
-$204.16 
VB Vanguard Small-Cap ETF
-0.03%
-$533.05 
PG Procter & Gamble Co
-0.02%
-$47.73 
AMZN Amazon.com Inc
-0.02%
-$455.72 
EXE Expand Energy Corporation
-0.01%
-$67.44 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$22.76 Events
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Dividends
Dividend Analysis
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| Trades 1567 | Longs Won 957/1567 61% | Profit Factor 3.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $242,825.77 |
| Average Win $77,753.37 | Best Trade (Jul 28) $6.87M | Sharpe Ratio -10.36 |
| Average Loss -$38,595.08 | Worst Trade (Sep 30) -$1.22M | Z-Score -5.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w | Expectancy $32,461.37 |
| 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 | 4,673 | 4,206 | 3,738 | 3,271 | 2,804 | 2,336 | 1,869 | 1,402 | 935 | 467 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $2.2M, 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, The Walt Disney Company - $697,096.85, and Ciena Corporation - $578,501.36. 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 $13.07M 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 - $1.23M, U.S. Bancorp - $740,016.44, iShares Floating Rate Bond ETF - $631,013.17, 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.
