JG
Jacob Going Portfolio
Invests via Alpine Bank Wealth Management | Managed by Jacob Going
Invests via Alpine Bank Wealth Management
Managed by Jacob Going
Automatically Tracked
Jacob Going Profile
Jacob Going is a distinguished investor-operator with extensive experience in leveraging innovative strategies to enhance portfolio value. His career spans various sectors, emphasizing growth-stage companies where he has made significant contributions as both an advisor and operator. With a keen eye for market trends, Jacob excels in identifying opportunities that facilitate sustainable expansion and operational excellence. He possesses a strong track record of enhancing business performance through strategic leadership roles, including his involvement in the technology sector, where he has been pivotal in driving transformational initiatives. As he continues to navigate the evolving landscape of investments, his insights remain highly sought after by entrepreneurs and executives alike.
Jacob Going is a distinguished investor-operator with extensive experience in leveraging innovative strategies to enhance portfolio value. His career spans various sectors, emphasizing growth-stage companies where he has made significant contributions as both an advisor and operator. With a keen eye for market trends, Jacob excels in identifying opportunities that facilitate sustainable expansion and operational excellence. He possesses a strong track record of enhancing business performance through strategic leadership roles, including his involvement in the technology sector, where he has been pivotal in driving transformational initiatives. As he continues to navigate the evolving landscape of investments, his insights remain highly sought after by entrepreneurs and executives alike.
Investment Philosophy & Strategy
Jacob Going adopts a transformation-focused approach to investing, driven by a passion for innovation and operational efficiency. His strategic decisions stem from an acute understanding of market dynamics and the unique challenges faced by growth-stage enterprises. By prioritizing sustainable practices and leveraging emerging technologies, he seeks to propel companies into their next phase of development. This hands-on operator's perspective allows him to identify high-impact opportunities where value can be unlocked through proactive engagement and restructuring initiatives. As a result, his investments often reflect both robust financial potential and strong alignment with industry trends.
Jacob Going adopts a transformation-focused approach to investing, driven by a passion for innovation and operational efficiency. His strategic decisions stem from an acute understanding of market dynamics and the unique challenges faced by growth-stage enterprises. By prioritizing sustainable practices and leveraging emerging technologies, he seeks to propel companies into their next phase of development. This hands-on operator's perspective allows him to identify high-impact opportunities where value can be unlocked through proactive engagement and restructuring initiatives. As a result, his investments often reflect both robust financial potential and strong alignment with industry trends.
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:
19.56%
Gain +0.01%
Monthly
0.88%
Yearly
11.05%
Drawdown
12.28%
$756.66M
Equity
Holdings
$756.66M
Investment
$638.01M
$131.71M
Profit +$38,706.44
Realized
$12.79M
Unrealized
$118.92M
Dividends
$27.95M
Goals
Avg. 91.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$38,706.44
Win %
69%
This Week
Compared To Last Week
Gain
0.01%
Profit
$38,706.44
Win %
69%
This Month
Compared to last month
Gain
-0.46%
Profit
-$3.48M
Win %
69%
This Year
Compared to last year
Gain
4.16%
Profit
$31.3M
Win %
70%
INTC Intel Corporation
+6.51%
+$85,270.05 
AMD Advanced Micro Devices, Inc.
+4.73%
+$47,026.08 
GEV GE Vernova Inc.
+3.73%
+$22,997.72 
FCX Freeport-McMoRan Inc.
+3.12%
+$8,905.14 
GS The Goldman Sachs Group, Inc.
+2.62%
+$92,797.5 
T AT&T Inc.
+2.52%
+$5,200.86 
JPM JPMorgan Chase & Co.
+2.31%
+$125,925.08 
AXP American Express Company
+2.18%
+$37,842.8 
SYK Stryker Corporation
+2.15%
+$21,372.48 
WY Weyerhaeuser Company
+2.14%
+$5,200 
GIS General Mills, Inc.
+2.04%
+$7,679.7 
PM Philip Morris International Inc.
+1.95%
+$13,212.79 
TSLA Tesla, Inc.
+1.82%
+$25,152.4 
PKG Packaging Corporation of America
+1.71%
+$4,929.22 
UNP Union Pacific Corporation
+1.65%
+$14,612.55 
BAC Bank of America Corporation
+1.56%
+$8,890.68 
DE Deere & Company
+1.55%
+$3,624.39 
BLK BlackRock, Inc.
+1.52%
+$4,286.75 
GLW Corning Incorporated
+1.5%
+$7,950 
CAT Caterpillar Inc.
+1.44%
+$20,445.22 
COP ConocoPhillips
+1.4%
+$4,349.7 
IDMO Invesco S&P International Developed Momentum ETF
+1.36%
+$119,277.85 
TXN Texas Instruments Inc
+1.35%
+$23,175.24 
ABBV AbbVie Inc.
+1.32%
+$55,310.56 
SPMO Invesco S&P 500 Momentum ETF
+1.26%
+$1.5M 
APD Air Products and Chemicals, Inc.
+1.26%
+$12,267.5 
XEL Xcel Energy Inc.
+1.21%
+$2,408.25 
DVY iShares Select Dividend ETF
+1.19%
+$6,772.26 
AFL Aflac Inc.
+1.16%
+$8,236.35 
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$28,040.8 
AZO AutoZone Inc.
+1.12%
+$4,959.23 
ICE Intercontinental Exchange, Inc.
+1.11%
+$2,108 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$63,142.83 
NSC Norfolk Southern Corporation
+1.09%
+$17,210.96 
CI The Cigna Group
+1.07%
+$4,291.28 
IJS iShares S&P Small-Cap 600 Value ETF
+1.07%
+$23,642.37 
JNJ Johnson & Johnson
+1.07%
+$20,421.6 
V Visa Inc. Class A
+1.05%
+$4,271.89 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$471,242.64 
IWD iShares Russell 1000 Value ETF
+0.98%
+$6,450.75 
VO Vanguard Mid-Cap ETF
+0.97%
+$48,534.45 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$21,231.45 
VTV Vanguard Value ETF
+0.94%
+$26,572.12 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$40,734 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$3,285 
BMI Badger Meter Inc.
+0.93%
+$1,963.83 
VNQ Vanguard Real Estate ETF
+0.92%
+$16,169.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$1,924.44 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$10,203.82 
IWM iShares Russell 2000 ETF
+0.87%
+$109,527.77 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$25,401.98 
PG Procter & Gamble Co
+0.86%
+$7,208.52 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$5,803.51 
SO The Southern Company
+0.78%
+$1,797.26 
SIVR abrdn Physical Silver Shares ETF
+0.78%
+$17,000 
ISPY ProShares S&P High Income ETF
+0.78%
+$7,296.77 
GE General Electric Company
+0.76%
+$8,133.02 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$10,147.5 
CVX Chevron Corporation
+0.75%
+$14,050.3 
SBUX Starbucks Corporation
+0.74%
+$13,870.02 
MO Altria Group, Inc.
+0.74%
+$2,595.41 
HD The Home Depot, Inc.
+0.73%
+$7,161.42 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.72%
+$7,249.44 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$179,628.09 
MA Mastercard Incorporated
+0.71%
+$6,232.12 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$26,129.92 
VB Vanguard Small-Cap ETF
+0.7%
+$30,835.99 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$39,340.67 
EMR Emerson Electric Co.
+0.69%
+$3,319.3 
COST Costco Wholesale Corporation
+0.68%
+$7,292.68 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$2,459.59 
GDE WisdomTree Efficient Gold Plus
+0.67%
+$260,637.3 
IWO iShares Russell 2000 Growth ETF
+0.66%
+$3,248.81 
DUK Duke Energy Corporation
+0.63%
+$2,175.42 
CMI Cummins Inc.
+0.59%
+$1,945.01 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$17,391 
IVV iShares Core S&P 500 ETF
+0.55%
+$173,977.27 
HON Honeywell International Inc.
+0.54%
+$5,155.08 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$4,879.76 
GOOGL Alphabet Inc
+0.53%
+$14,577.12 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$2,987.5 
IWV ISHARES RUSSELL 3000 ETF
+0.53%
+$1,768.02 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$2,070.24 
GOOG Alphabet Inc
+0.45%
+$33,272 
WMT Walmart Inc.
+0.45%
+$1,830.6 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$17,489.5 
BMY Bristol-Myers Squibb Company
+0.4%
+$2,276.08 
WTPI WisdomTree Equity Premium Income Fund
+0.4%
+$21,491.99 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$18,382.65 
MGC Vanguard Mega Cap ETF
+0.38%
+$1,602.61 
GD General Dynamics Corporation
+0.38%
+$862.25 
PEP PepsiCo, Inc.
+0.38%
+$6,021 
XVV iShares ESG Screened S&P 500
+0.37%
+$14,771.82 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$40,137.5 
IWL iShares Russell Top 200 ETF
+0.36%
+$1,649.97 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$13,793.04 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$13,472.36 
AMGN Amgen Inc.
+0.32%
+$1,426.16 
XOM Exxon Mobil Corporation
+0.28%
+$8,566.22 
EFA iShares MSCI EAFE ETF
+0.28%
+$4,898.63 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
+0.25%
+$1,255.8 
ADP Automatic Data Processing Inc.
+0.2%
+$2,612.78 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$1,876.5 
TRV The Travelers Companies, Inc.
+0.18%
+$772.8 
VUG Vanguard Growth ETF
+0.18%
+$23,540.4 
NVDA NVIDIA Corporation
+0.16%
+$9,210.56 
PFE Pfizer Inc.
+0.15%
+$1,283.6 
GWW W.W. Grainger, Inc.
+0.14%
+$544.36 
ZDEK Innovator Equity Defined Protection ETF
+0.13%
+$4,060 
SHW The Sherwin-Williams Company
+0.13%
+$307.49 
PH Parker-Hannifin Corporation
+0.12%
+$419.57 
VRP Invesco Variable Rate Preferred ETF
+0.12%
+$997.95 
AGRH iShares Interest Rate Hedged U.S. Aggregate Bond ETF
+0.11%
+$316.35 
KO The Coca-Cola Company
+0.11%
+$717.66 
MSFT Microsoft Corp.
+0.1%
+$5,638.26 
SGOL abrdn Physical Gold Shares ETF
+0.1%
+$1,519.89 
IAU iShares Gold Trust
+0.08%
+$207.66 
CL Colgate-Palmolive Company
+0.07%
+$4,029.9 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$611.2 
BUCK Simplify Treasury Option Income ETF
+0.04%
+$582.78 
AON Aon plc
+0.04%
+$101.49 
TJX The TJX Companies, Inc.
+0.04%
+$113.47 
IQLT iShares MSCI International Quality Factor ETF
+0.04%
+$639.56 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$280.8 
PANW Palo Alto Networks, Inc.
+0.03%
+$128.52 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$3,303.18 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$288.9 
OBIL US Treasury 12 Month Bill Mutual Fund
+0.02%
+$706.31 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$2,647.07 
XBIL U.S. Treasury 6-Month Bill ETF
+0.02%
+$1,536.36 
ORCL Oracle Corporation
+0.02%
+$447.39 
MCD McDonald's Corporation
+0.01%
+$237.86 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
ZFEB
0%
$0 
ZNOV
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$37,760.38 
NKE Nike, Inc. - Class B
-2.24%
-$6,609.51 
ABT Abbott Laboratories
-1.64%
-$22,801.17 
AAPL Apple Inc.
-1.52%
-$106,785 
LMT Lockheed Martin Corporation
-1.52%
-$8,742.42 
CLX The Clorox Company
-1.51%
-$3,951.6 
MRK Merck & Co., Inc.
-1.42%
-$22,879.76 
AMZN Amazon.com Inc
-1.23%
-$35,075.88 
NFLX Netflix, Inc.
-1.14%
-$3,189.9 
IBM International Business Machines Corporation
-0.95%
-$11,366.64 
MLPA Global X MLP ETF
-0.93%
-$7,985.5 
AVGO Broadcom Inc.
-0.91%
-$50,459.54 
XOVR ERShares Private-Public Crossover ETF
-0.7%
-$1,400 
ETN Eaton Corporation plc
-0.57%
-$1,791 
DOV Dover Corporation
-0.5%
-$2,340.82 
NOC Northrop Grumman Corporation
-0.4%
-$733.65 
RTX RTX Corporation
-0.37%
-$2,489.52 
CRM Salesforce Inc
-0.34%
-$624.96 
META Meta Platforms Inc Class A
-0.26%
-$6,163.99 
SHEL Shell plc
-0.22%
-$456 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.14%
-$1,800.96 
SYSB iShares Systematic Bond ETF
-0.12%
-$107,184 
LOW Lowe's Companies Inc.
-0.12%
-$3,233.83 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.09%
-$2,559.64 
JCPB JPMorgan Core Plus Bond ETF
-0.09%
-$76,946.64 
USG USCF Gold Strategy Plus Income Fund
-0.02%
-$150.83 Events
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Dividends
Dividend Analysis
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| Trades 1325 | Longs Won 696/1325 52% | Profit Factor 10.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $889,775.87 |
| Average Win $209,198.33 | Best Trade (Jun 14) $24.73M | Sharpe Ratio -57.94 |
| Average Loss -$22,273.59 | Worst Trade (Mar 31) -$1.08M | Z-Score -4.2 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 2d | Expectancy $99,402.21 |
| 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 | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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