Samuel Bridgers, III Portfolio
Invests via Redwood Wealth Management Group LLC | Managed by Samuel C. Bridgers III
Invests via Redwood Wealth Management Group LLC
Managed by Samuel C. Bridgers III
Automatically Tracked
Samuel Bridgers, III Profile
With extensive experience in both finance and corporate governance, Samuel Bridgers, III has established himself as a prominent operating executive within the technology sector. His career is marked by pivotal leadership roles that drive innovation and efficiency at various enterprises. Leveraging a strong academic background combined with practical insights, he focuses on enhancing organizational performance while navigating complex market dynamics. As an advocate for strategic growth and transformative initiatives, Bridgers is well-regarded for fostering collaborative environments that stimulate business success.
With extensive experience in both finance and corporate governance, Samuel Bridgers, III has established himself as a prominent operating executive within the technology sector. His career is marked by pivotal leadership roles that drive innovation and efficiency at various enterprises. Leveraging a strong academic background combined with practical insights, he focuses on enhancing organizational performance while navigating complex market dynamics. As an advocate for strategic growth and transformative initiatives, Bridgers is well-regarded for fostering collaborative environments that stimulate business success.
Investment Philosophy & Strategy
Growth opportunities within the technology sector attract a seasoned operator like Samuel Bridgers, III. His acumen in steering enterprises toward innovation enables him to identify and nurture potential within burgeoning markets. By leveraging his rich background, he emphasizes strategic partnerships that align with long-term vision and competitive advantage. There is an evident focus on cultivating environments conducive to collaboration while strategically deploying resources for maximum impact. This forward-thinking approach not only propels organizational growth but also drives sustainable practices across operational frameworks.
Growth opportunities within the technology sector attract a seasoned operator like Samuel Bridgers, III. His acumen in steering enterprises toward innovation enables him to identify and nurture potential within burgeoning markets. By leveraging his rich background, he emphasizes strategic partnerships that align with long-term vision and competitive advantage. There is an evident focus on cultivating environments conducive to collaboration while strategically deploying resources for maximum impact. This forward-thinking approach not only propels organizational growth but also drives sustainable practices across operational frameworks.
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:
70.45%
Gain +1.66%
Monthly
1.6%
Yearly
20.98%
Drawdown
20.67%
$252.14M
Equity
Holdings
$252.14M
Investment
$183.42M
$78.76M
Profit +$2.63M
Realized
$10.04M
Unrealized
$68.72M
Dividends
$10.95M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.66%
Profit
$2.63M
Win %
76%
This Week
Compared To Last Week
Gain
-1.36%
Profit
-$3.48M
Win %
76%
This Month
Compared to last month
Gain
-3.54%
Profit
-$9.24M
Win %
76%
This Year
Compared to last year
Gain
9.39%
Profit
$21.63M
Win %
73%
GLXY Galaxy Digital Inc. Class A Common Stock
+8.01%
+$36,905.12 
AMAT Applied Materials, Inc.
+6.9%
+$40,491.14 
MSTR Strategy Inc.
+6.43%
+$11,897.74 
MU Micron Technology, Inc.
+6.31%
+$407,876.34 
AOSL Alpha and Omega Semiconductor Limited
+6.21%
+$22,107.15 
HIMX Himax Technologies Inc.
+5.83%
+$30,784 
NVTS Navitas Semiconductor Corporation
+5.81%
+$29,924.88 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+5.28%
+$42,568.84 
NG NovaGold Resources Inc.
+5.27%
+$12,361.25 
INFQ Infleqtion Inc.
+4.86%
+$12,232 
MRVL Marvell Technology, Inc.
+4.84%
+$194,181.01 
SCCO Southern Copper Corporation
+4.67%
+$48,638.28 
NVS Novartis AG Sponsored ADR
+4.5%
+$12,200.43 
AMD Advanced Micro Devices, Inc.
+4.43%
+$112,553.9 
STM STMicroelectronics N.V.
+4.37%
+$16,146 
SLV iShares Silver Trust
+4.28%
+$18,312 
HYPD Hyperion DeFi, Inc.
+4.23%
+$21,076.4 
LAHYX Lord Abbett Investment Trust High Yield Fund Class I
+3.82%
+$19,705.22 
SMCI Super Micro Computer Inc
+3.63%
+$8,412.12 
GLW Corning Incorporated
+3.62%
+$19,308.45 
HSAI Hesai Group American Depositary Share
+3.49%
+$8,513.14 
GDX VanEck Gold Miners ETF
+3.39%
+$6,792 
ASML ASML Holding N.V. New York Registry Shares
+2.99%
+$36,570.06 
NEM Newmont Corporation
+2.85%
+$9,210.35 
BHP BHP Group Ltd.
+2.8%
+$13,258.22 
TSLA Tesla, Inc.
+2.78%
+$52,839.15 
BMNR Bitmine Immersion Technologies, Inc.
+2.44%
+$11,684.25 
URNM Sprott Uranium Miners ETF
+2.39%
+$10,873.17 
SM SM Energy Company
+2.32%
+$14,941.52 
MS Morgan Stanley
+2.29%
+$6,292 
CAT Caterpillar Inc.
+2.15%
+$36,289.5 
CEG Constellation Energy Corporation
+2.04%
+$3,729.6 
ADI Analog Devices, Inc.
+2%
+$6,001.27 
ETH Ethan Allen Interiors Inc
+1.88%
+$5,616.12 
RIO Rio Tinto Plc Sponsored ADR
+1.57%
+$13,009.77 
NIO Nio Inc.
+1.46%
+$3,854.34 
ZETA Zeta Global Holdings Corp.
+1.43%
+$19,504.75 
MRK Merck & Co., Inc.
+1.37%
+$21,882.4 
AVGO Broadcom Inc.
+1.32%
+$78,625 
PATH Uipath Inc.
+1.32%
+$3,200.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.31%
+$26,150.88 
ETN Eaton Corporation plc
+1.23%
+$9,544.48 
JPM JPMorgan Chase & Co.
+1.18%
+$8,075.23 
QQQ Invesco QQQ Trust, Series 1
+1.14%
+$5,661.22 
XOM Exxon Mobil Corporation
+1.14%
+$35,011.73 
CSCO Cisco Systems, Inc.
+1.09%
+$10,806.51 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.09%
+$2,944 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$2,959.16 
LLY Eli Lilly and Company
+1.01%
+$27,165.91 
GEV GE Vernova Inc.
+0.96%
+$4,485.88 
CRUS Cirrus Logic, Inc.
+0.96%
+$2,500.79 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.94%
+$50,460.17 
QCOM QUALCOMM Incorporated
+0.94%
+$7,044.34 
RTX RTX Corporation
+0.9%
+$10,304.23 
ABBV AbbVie Inc.
+0.87%
+$9,730.1 
AMGN Amgen Inc.
+0.86%
+$6,719.6 
DINO HF Sinclair Corporation
+0.84%
+$4,408.76 
IWM iShares Russell 2000 ETF
+0.78%
+$30,557.89 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.68%
+$30,918.44 
PFE Pfizer Inc.
+0.65%
+$2,761.92 
EQT EQT Corporation
+0.61%
+$2,538 
BA Boeing Company
+0.61%
+$2,493.01 
JD JD.com Inc.
+0.6%
+$1,514.32 
IJR iShares Core S&P Small-Cap ETF
+0.57%
+$11,793.47 
NVDA NVIDIA Corporation
+0.55%
+$34,378.92 
REGN Regeneron Pharmaceuticals, Inc.
+0.53%
+$2,641.03 
FAGCX Fidelity Advisor Growth Opportunities Fund Class I
+0.53%
+$18,683.62 
BMY Bristol-Myers Squibb Company
+0.52%
+$4,481.36 
IVV iShares Core S&P 500 ETF
+0.5%
+$19,955.5 
JNJ Johnson & Johnson
+0.5%
+$4,316.41 
SQM Quimica y Minera Chilena S.A. ADR
+0.49%
+$1,384.89 
IWB iShares Russell 1000 ETF
+0.48%
+$1,818.15 
IJH iShares Core S&P Mid-Cap ETF
+0.47%
+$9,507.75 
BX Blackstone Inc.
+0.42%
+$1,240.2 
PSX Phillips 66
+0.33%
+$805.12 
FGSIX Federated Hermes MDT Mid Cap Growth Fund Institutional Shares
+0.22%
+$8,164.8 
VIG Vanguard Dividend Appreciation ETF
+0.21%
+$608.02 
DVN Devon Energy Corporation
+0.17%
+$598.5 
CVX Chevron Corporation
+0.16%
+$550.56 
NFLX Netflix, Inc.
+0.15%
+$319.5 
GDMA Gadsden Dynamic Multi-Asset Portfolio
+0.12%
+$384.65 
META Meta Platforms Inc Class A
+0.09%
+$1,346.29 
UBER Uber Technologies, Inc.
+0.08%
+$440.55 
XLE Energy Select Sector SPDR Fund
+0.06%
+$431.24 
VWUSX Vanguard U.S. Growth Fund Investor Shares
+0.04%
+$342.93 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$17.8 
05588D761
0%
$0 
06051XCQ3
0%
$0 
61776NAW3
0%
$0 
808515613
0%
$0 
808515696
0%
$0 
91282CDJ7
0%
$0 
91282CHH7
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FSSL
0%
$0 
SWVXX Schwab Value Advantage Money Fund
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
Y36861105
0%
$0 
BNR Burning Rock Biotech Limited American Depositary Receipt
-4.67%
-$8,590.66 
OKTA Okta Inc.
-3.74%
-$40,742.55 
CRWD CrowdStrike Holdings, Inc.
-3.47%
-$22,130.68 
S SentinelOne Inc.
-2.93%
-$43,478.46 
PANW Palo Alto Networks, Inc.
-2.91%
-$24,025.03 
IOT Samsara Inc. Class A Common Stock
-2.26%
-$25,491 
BABA Alibaba Group Holding Limited SP ADR
-1.89%
-$14,051.3 
DTM Dt Midstream Inc.
-1.45%
-$3,866.5 
BPTRX Baron Partners Fund Retail
-1.43%
-$214,047.2 
MO Altria Group, Inc.
-1.37%
-$3,287.46 
BIDU Baidu Inc.
-1.26%
-$5,653.57 
INGR Ingredion Inc.
-1.21%
-$6,200 
LMT Lockheed Martin Corporation
-1.11%
-$5,864.7 
KMI Kinder Morgan, Inc.
-1.1%
-$32,105.16 
PM Philip Morris International Inc.
-1.07%
-$6,239.74 
MCD McDonald's Corporation
-1.04%
-$6,375.15 
AMZN Amazon.com Inc
-1.03%
-$49,407 
AON Aon plc
-0.96%
-$6,612 
V Visa Inc. Class A
-0.92%
-$2,789.42 
DTE DTE Energy Company
-0.9%
-$2,991.62 
IBM International Business Machines Corporation
-0.9%
-$36,579.84 
CL Colgate-Palmolive Company
-0.9%
-$2,103.75 
RSIGX Victory RS International Fund Class Y
-0.88%
-$10,000.59 
FIXIX Fidelity Advisor International Small Cap Fund Class I
-0.87%
-$15,207.18 
WMT Walmart Inc.
-0.82%
-$4,899 
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares
-0.8%
-$15,361.92 
PG Procter & Gamble Co
-0.8%
-$8,708.57 
VLO Valero Energy Corporation
-0.76%
-$3,518.08 
TBGVX Tweedy, Browne International Value Fund
-0.73%
-$2,455.71 
GOOG Alphabet Inc
-0.71%
-$42,829.17 
TRP TC Energy Corporation
-0.71%
-$4,916.93 
GOOGL Alphabet Inc
-0.69%
-$34,855.92 
CSX CSX Corporation
-0.68%
-$7,178.42 
TWEBX Tweedy, Browne Value Fund
-0.68%
-$2,117.55 
PLTR Palantir Technologies Inc.
-0.66%
-$20,088.28 
PEG Public Service Enterprise Group Incorporated
-0.66%
-$2,278.17 
MSFT Microsoft Corp.
-0.6%
-$30,111.21 
CDDRX Columbia Dividend Income Fund Institutional 2 Class
-0.54%
-$13,209.68 
VZ Verizon Communications Inc.
-0.52%
-$3,734.38 
BGAIX Baron Global Advantage Fund Institutional Shares
-0.49%
-$4,071.2 
ET Energy Transfer L.P.
-0.49%
-$16,178.2 
DUK Duke Energy Corporation
-0.46%
-$1,020.8 
VDIGX Vanguard Dividend Growth Fund Investor Shares
-0.44%
-$7,873.46 
MDIJX MFS International Diversification Fund Class I
-0.43%
-$14,020.11 
LAUYX Lord Abbett Income Fund Class I
-0.41%
-$3,312.22 
VWILX Vanguard International Growth Fund Admiral Shares
-0.34%
-$6,196.8 
OPRA Opera Limited ADR
-0.3%
-$1,484.14 
BRK-B Berkshire Hathaway Inc.
-0.3%
-$966.73 
SDY SPDR S&P Dividend ETF
-0.29%
-$5,159.25 
PIMIX PIMCO Income Fund Institutional Class
-0.28%
-$1,483.2 
PAA Plains All American Pipeline, L.P.
-0.27%
-$669.5 
GIBLX Guggenheim Total Return Bond Fund P Class
-0.26%
-$4,499.52 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.23%
-$3,982.65 
TLT iShares 20+ Year Treasury Bond ETF
-0.23%
-$4,873.5 
PMZIX PIMCO Mortgage Opportunities and Bond Fund Institutional Class
-0.22%
-$928.44 
EPD Enterprise Products Partners L.P.
-0.21%
-$1,370.4 
VFIAX Vanguard 500 Index Fund Admiral Shares
-0.19%
-$1,036.21 
MFIIX MFS Income Fund Class I
-0.17%
-$532 
AAPL Apple Inc.
-0.15%
-$7,944.66 
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares
-0.15%
-$299.56 
LBNYX Lord Abbett Bond Debenture Fund Class I
-0.14%
-$3,515.31 
LCRDX Lord Abbett Credit Opportunities Fund Institutional Class
-0.12%
-$2,025.5 
T AT&T Inc.
-0.11%
-$551.6 
LISSX Lord Abbett Corporate Opportunities Fund Class I
-0.11%
-$395.38 
HYMIX Lord Abbett High Income Municipal Bond Fund Class I
-0.09%
-$1,206.68 
VWAHX Vanguard High-Yield Tax-Exempt Fund Investor Shares
-0.09%
-$275.39 
PIFZX PGIM Short-Term Corporate Bond Fund - Class Z
-0.09%
-$436.74 
DIS The Walt Disney Company
-0.09%
-$199.5 
PNC The PNC Financial Services Group, Inc.
-0.08%
-$221.2 
BTO John Hancock Financial Opportunities Fund
-0.03%
-$91.37 Events
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Dividends
Dividend Analysis
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| Trades 3050 | Longs Won 1293/3050 42% | Profit Factor 8.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $201,888.33 |
| Average Win $68,840.71 | Best Trade (Jul 22) $4.6M | Sharpe Ratio -35.8 |
| Average Loss -$5,823.71 | Worst Trade (Jul 30) -$642,766.8 | Z-Score -15.77 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 5d | Expectancy $25,822.65 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Samuel Bridgers, III?
The largest contributions to the portfolio's profits come from the following stocks: Valkyrie Bitcoin Miners ETF - $1.77M, Broadcom Inc - $1.15M, Energy Transfer L.P - $890,167.75, Palantir Technologies Inc - $692,233.14, and DM - $636,551.81. 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: Enphase Energy, Inc - $890,835.88, BellRing Brands Inc - $448,058, Moderna, Inc - $285,762.16, Cerence Inc - $218,303.84, and Quimica y Minera Chilena S.A. ADR - $182,294.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Samuel Bridgers, III's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.95M earned over time. The largest contributors to dividend income include Energy Transfer L.P - $688,828.03, Schwab Value Advantage Money Fund - $535,991.11, International Business Machines Corporation - $461,934.28, Kinder Morgan, Inc - $435,338.62, and Vanguard Dividend Growth Fund Investor Shares - $423,158.88. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Samuel Bridgers, III's monthly returns?
Samuel Bridgers, III'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 Samuel Bridgers, III's strategy be considered aggressive or moderate?
Samuel Bridgers, III'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 Samuel Bridgers, III's strategy?
Samuel Bridgers, III'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.
