Robert L. Wofchuck Portfolio
Invests via Ledgewood Wealth Advisors LLC | Managed by Robert L. Wofchuck, Lawrence E. Sarkozy
Invests via Ledgewood Wealth Advisors LLC
Managed by Robert L. Wofchuck, Lawrence E. Sarkozy
Automatically Tracked
Seasoned investor and board executive focused on mid-market private equity, growth M&A and operational turnarounds. Robert L. Wofchuck brings multi-decade experience advising capital raises, strategic acquisitions and governance for industrial and services businesses. Known for portfolio optimization, liquidity planning and cross-border deal execution, he consults on value creation initiatives and capital structure strategy to support scalable growth.
Seasoned investor and board executive focused on mid-market private equity, growth M&A and operational turnarounds. Robert L. Wofchuck brings multi-decade experience advising capital raises, strategic acquisitions and governance for industrial and services businesses. Known for portfolio optimization, liquidity planning and cross-border deal execution, he consults on value creation initiatives and capital structure strategy to support scalable growth.
Investment Philosophy & Strategy
Prioritizes hands-on, governance-driven private equity investing in mid-market industrials and services, blending operational turnarounds with growth M&A to drive EBITDA expansion. Capital allocation favors control or significant minority positions enabling active board oversight, portfolio optimization and disciplined liquidity planning. Employs a 3–7 year value-creation horizon, rigorous downside protection via conservative leverage and milestone-based capital deployment, and an emphasis on cross-border deal execution and exit-ready capital structures.
Prioritizes hands-on, governance-driven private equity investing in mid-market industrials and services, blending operational turnarounds with growth M&A to drive EBITDA expansion. Capital allocation favors control or significant minority positions enabling active board oversight, portfolio optimization and disciplined liquidity planning. Employs a 3–7 year value-creation horizon, rigorous downside protection via conservative leverage and milestone-based capital deployment, and an emphasis on cross-border deal execution and exit-ready capital structures.
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:
28.21%
Gain -0.86%
Monthly
0.78%
Yearly
9.77%
Drawdown
16.49%
$188.76M
Equity
Holdings
$188.76M
Investment
$158.14M
$30.27M
Profit -$1.21M
Realized
-$340,906.15
Unrealized
$30.62M
Dividends
$11.42M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.86%
Profit
-$1.21M
Win %
59%
This Week
Compared To Last Week
Gain
-0.64%
Profit
-$1.21M
Win %
59%
This Month
Compared to last month
Gain
0.57%
Profit
$1.07M
Win %
59%
This Year
Compared to last year
Gain
0.67%
Profit
$1.26M
Win %
61%
AMZN Amazon.com Inc
+15.32%
+$122,455.49 
GOOG Alphabet Inc
+6.88%
+$145,101.49 
GOOGL Alphabet Inc
+6.73%
+$181,108.2 
MSFT Microsoft Corp.
+3.02%
+$20,961.16 
HLIT Harmonic Inc.
+2.94%
+$7,903.5 
MSEX Middlesex Water Company
+2.67%
+$378,483.84 
CVX Chevron Corporation
+2.35%
+$15,535.24 
MRVL Marvell Technology, Inc.
+2.32%
+$4,196.1 
GLW Corning Incorporated
+2.24%
+$3,030 
CSCO Cisco Systems, Inc.
+2.14%
+$10,206 
VSEC VSE Corporation
+1.48%
+$8,520 
PH Parker-Hannifin Corporation
+1.43%
+$9,618.03 
HONA Honeywell Aerospace Inc.
+1.18%
+$2,279.64 
CRDF Cardiff Oncology Inc.
+1.18%
+$111.9 
CHD Church & Dwight Co., Inc.
+1.16%
+$8,116.79 
DRS Leonardo DRS, Inc.
+0.94%
+$5,521.19 
MCD McDonald's Corporation
+0.82%
+$1,760.01 
EMR Emerson Electric Co.
+0.79%
+$4,738.92 
TSLA Tesla, Inc.
+0.76%
+$4,899.32 
VOO Vanguard S&P 500 ETF
+0.71%
+$41,111.08 
CAT Caterpillar Inc.
+0.7%
+$5,766.38 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$2,362.92 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$1,650.96 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$5,698.47 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$43,982.64 
DMRC Digimarc Corporation
+0.61%
+$1,576 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$89,088.72 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$5,920.59 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$25,075.85 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,054.5 
CHCO City Holding Company
+0.42%
+$927.2 
RTX RTX Corporation
+0.39%
+$1,411.2 
PG Procter & Gamble Co
+0.37%
+$1,579.93 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,046 
BAC Bank of America Corporation
+0.36%
+$3,831.08 
MRK Merck & Co., Inc.
+0.32%
+$639.62 
SMH VanEck Semiconductor ETF
+0.3%
+$652 
JPM JPMorgan Chase & Co.
+0.27%
+$1,654.4 
SO The Southern Company
+0.21%
+$578.4 
JNJ Johnson & Johnson
+0.21%
+$4,078.35 
ISRG Intuitive Surgical, Inc.
+0.1%
+$341.99 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.09%
+$376.84 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$2,364.18 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$68.4 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$428,854.8 
EOSE Eos Energy Enterprises Inc.
-6.37%
-$3,450 
DDD 3D Systems Corporation
-2.22%
-$20,933.4 
IRM Iron Mountain Inc.
-1.86%
-$8,829.92 
ROIV Roivant Sciences Ltd
-1.77%
-$20,111.7 
OCFC OceanFirst Financial Corp.
-1.68%
-$6,233.7 
ABUS Arbutus Biopharma Corporation
-1.59%
-$19,490.52 
YOU Clear Secure Inc.
-1.53%
-$11,179.97 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$6,170.98 
PFS Provident Financial Services Inc.
-0.72%
-$122,060.16 
DUK Duke Energy Corporation
-0.67%
-$15,459.36 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$78,070.81 
MGNI Magnite, Inc.
-0.46%
-$1,131.93 
PEP PepsiCo, Inc.
-0.46%
-$1,110.4 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$4,436.64 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$28,236.24 
OLED Universal Display Corporation
-0.25%
-$2,510 
COST Costco Wholesale Corporation
-0.24%
-$911.99 
VB Vanguard Small-Cap ETF
-0.22%
-$445.49 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.22%
-$7,568.32 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$759.98 
VLY Valley National Bancorp
-0.21%
-$378.51 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.15%
-$6,357.15 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
-0.14%
-$5,867.73 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$6,550.24 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.08%
-$164.8 
ROKU Roku, Inc.
-0.06%
-$399.21 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$4,044.58 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$4,500.4 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.04%
-$651.78 Events
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Dividends
Dividend Analysis
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| Trades 402 | Longs Won 251/402 62% | Profit Factor 4.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $413,032.34 |
| Average Win $152,446.33 | Best Trade (Aug 05) $4.55M | Sharpe Ratio -10.73 |
| Average Loss -$52,909.39 | Worst Trade (Aug 02) -$1.87M | Z-Score -0.33 (25.56%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 6d | Expectancy $75,310.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,571 | 3,214 | 2,857 | 2,500 | 2,143 | 1,786 | 1,429 | 1,071 | 714 | 357 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,490 | $3.51M | $5.4M | - | $1.89M | 53.87% | -7.354% |
| ABUS Arbutus Biopharma Corporation | 278,436 | $696,090 | $1.21M | - | $512,322.24 | 73.6% | -1.587% |
| AMZN Amazon.com Inc | 3,394 | $515,684.29 | $921,742.49 | - | $406,058.2 | 78.74% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 275 | $266,224.57 | $447,975 | - | $181,750.43 | 68.27% | -1.359% |
| BAC Bank of America Corporation | 17,414 | $598,683.45 | $1.08M | - | $480,113.85 | 80.19% | +0.356% |
| BRK-B Berkshire Hathaway Inc. | 1,100 | $392,326 | $562,694 | - | $170,368 | 43.43% | +0.365% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 317,739 | $6.17M | $6.2M | - | $38,185.99 | 0.62% | 0.0 |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 549,634 | $10.77M | $10.78M | - | $6,964.7 | 0.06% | 0.0 |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 450,040 | $9.14M | $9.14M | - | $639.28 | 0.01% | -0.049% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 404,458 | $7.51M | $7.48M | - | -$34,245.3 | -0.46% | -0.054% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 327,512 | $5.48M | $5.41M | - | -$72,924.06 | -1.33% | -0.121% |
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | 254,286 | $4.2M | $4.12M | - | -$80,193.22 | -1.91% | -0.154% |
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | 168,185 | $3.45M | $3.4M | - | -$48,820.95 | -1.41% | -0.222% |
| BSCX Invesco BulletShares 2033 Corporate Bond ETF | 195,591 | $4.08M | $4.05M | - | -$30,877.64 | -0.76% | -0.145% |
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | 65,178 | $1.51M | $1.49M | - | -$17,162.72 | -1.14% | -0.044% |
| BSJS Invesco BulletShares 2028 High Yield Fund | 18,842 | $408,669.08 | $409,436.66 | - | $767.58 | 0.19% | +0.092% |
| CAT Caterpillar Inc. | 1,017 | $302,319.04 | $828,661.77 | - | $526,342.73 | 174.1% | +0.701% |
| CHCO City Holding Company | 1,520 | $201,613 | $220,567.2 | - | $18,954.2 | 9.4% | +0.422% |
| CHD Church & Dwight Co., Inc. | 7,183 | $687,352.24 | $709,752.23 | - | $22,399.99 | 3.26% | +1.157% |
| COST Costco Wholesale Corporation | 400 | $264,032.15 | $380,756 | - | $116,723.85 | 44.21% | -0.239% |
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FAQ
Which stocks have generated the highest profits for Robert L. Wofchuck?
The largest contributions to the portfolio's profits come from the following stocks: Provident Financial Services Inc - $1.76M, Dimensional Core Fixed Income ETF - $1.11M, Middlesex Water Company - $930,893.46, Dimensional International Core Equity Market ETF - $918,722.45, and Invesco BulletShares 2028 Corporate Bond ETF - $882,245.45. 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: DMRC - $2.19M, Apyx Medical Corporation - $410,749.95, Bioceres Crop Solutions Corp - $146,520.28, The Home Depot, Inc - $58,203.12, and 3D Systems Corporation - $47,211.9. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert L. Wofchuck's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.42M earned over time. The largest contributors to dividend income include Provident Financial Services Inc - $1.76M, Dimensional Core Fixed Income ETF - $1.12M, Middlesex Water Company - $930,893.46, Invesco BulletShares 2028 Corporate Bond ETF - $882,119.02, and Invesco BulletShares 2027 Corporate Bond ETF - $708,209.3. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert L. Wofchuck's monthly returns?
Robert L. Wofchuck's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Robert L. Wofchuck's strategy be considered aggressive or moderate?
Robert L. Wofchuck's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Robert L. Wofchuck's strategy?
Robert L. Wofchuck's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
