SBI
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:
29.42%
Gain +0.01%
Monthly
0.85%
Yearly
10.76%
Drawdown
16.51%
$261.4M
Equity
Holdings
$261.4M
Investment
$184.55M
$86.55M
Profit +$19,968.57
Realized
$9.13M
Unrealized
$77.42M
Dividends
$9.92M
Goals
Avg. 88.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$19,968.57
Win %
78%
This Week
Compared To Last Week
Gain
0.01%
Profit
$19,968.57
Win %
78%
This Month
Compared to last month
Gain
-0.73%
Profit
-$1.93M
Win %
78%
This Year
Compared to last year
Gain
3.84%
Profit
$10.54M
Win %
75%
BPTRX Baron Partners Fund Retail
+5.49%
+$835,830.47 
NVTS Navitas Semiconductor Corporation
+5.31%
+$52,703.52 
NG NovaGold Resources Inc.
+5.23%
+$16,631.5 
AMD Advanced Micro Devices, Inc.
+4.73%
+$116,640.4 
SQM Quimica y Minera Chilena S.A. ADR
+4.58%
+$15,213.12 
IOT Samsara Inc. Class A Common Stock
+4.34%
+$41,020 
AOSL Alpha and Omega Semiconductor Limited
+4.34%
+$21,313.56 
QCOM QUALCOMM Incorporated
+4.32%
+$38,754.2 
SCCO Southern Copper Corporation
+4.19%
+$45,367.92 
GEV GE Vernova Inc.
+3.73%
+$14,665.71 
BHP BHP Group Ltd.
+3.21%
+$16,598.52 
BGAIX Baron Global Advantage Fund Institutional Shares
+3.1%
+$25,299.6 
GDX VanEck Gold Miners ETF
+2.97%
+$6,537.3 
CEG Constellation Energy Corporation
+2.86%
+$5,075.99 
NEM Newmont Corporation
+2.71%
+$9,554.16 
AMAT Applied Materials, Inc.
+2.64%
+$16,319.36 
T AT&T Inc.
+2.52%
+$12,797.12 
VZ Verizon Communications Inc.
+2.49%
+$19,247.67 
OPRA Opera Limited ADR
+2.31%
+$10,192.6 
JPM JPMorgan Chase & Co.
+2.31%
+$14,590.16 
PM Philip Morris International Inc.
+1.95%
+$10,692.37 
DINO HF Sinclair Corporation
+1.95%
+$7,889.36 
KMI Kinder Morgan, Inc.
+1.85%
+$51,724.98 
TSLA Tesla, Inc.
+1.82%
+$37,419.2 
JD JD.com Inc.
+1.78%
+$4,142.01 
ET Energy Transfer L.P.
+1.65%
+$50,152.42 
RIO Rio Tinto Plc Sponsored ADR
+1.65%
+$15,947.46 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$4,114.32 
BX Blackstone Inc.
+1.58%
+$4,555.35 
DVN Devon Energy Corporation
+1.57%
+$5,586 
GLW Corning Incorporated
+1.5%
+$9,219.35 
CAT Caterpillar Inc.
+1.44%
+$25,233.02 
DTM Dt Midstream Inc.
+1.42%
+$3,681.52 
ADI Analog Devices, Inc.
+1.37%
+$4,556.31 
ABBV AbbVie Inc.
+1.32%
+$13,103.92 
BTO John Hancock Financial Opportunities Fund
+1.23%
+$4,245.34 
VLO Valero Energy Corporation
+1.2%
+$4,519.04 
PEG Public Service Enterprise Group Incorporated
+1.17%
+$4,109.64 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.15%
+$61,343.73 
DTE DTE Energy Company
+1.12%
+$3,708.27 
JNJ Johnson & Johnson
+1.07%
+$8,806.18 
V Visa Inc. Class A
+1.05%
+$2,818.98 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$3,010.48 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$19,608.56 
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares
+0.92%
+$17,190.72 
IWM iShares Russell 2000 ETF
+0.87%
+$33,893.89 
PG Procter & Gamble Co
+0.86%
+$9,333.23 
SDY SPDR S&P Dividend ETF
+0.83%
+$14,331.25 
RSIGX Victory RS International Fund Class Y
+0.78%
+$8,824.05 
SLV iShares Silver Trust
+0.77%
+$3,948 
CDDRX Columbia Dividend Income Fund Institutional 2 Class
+0.77%
+$18,613.64 
PSX Phillips 66
+0.76%
+$1,598.39 
CVX Chevron Corporation
+0.75%
+$2,486.38 
XLE Energy Select Sector SPDR Fund
+0.75%
+$5,298.03 
ZETA Zeta Global Holdings Corp.
+0.75%
+$9,592.56 
MO Altria Group, Inc.
+0.74%
+$1,708.19 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$14,669.13 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,252.46 
CRUS Cirrus Logic, Inc.
+0.71%
+$2,214.45 
INGR Ingredion Inc.
+0.68%
+$3,450 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$3,846.68 
MS Morgan Stanley
+0.65%
+$1,793.99 
GDMA Gadsden Dynamic Multi-Asset Portfolio
+0.65%
+$2,077.12 
DUK Duke Energy Corporation
+0.63%
+$1,372.8 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$1,702 
S SentinelOne Inc.
+0.61%
+$6,865.02 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$3,008.88 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+0.58%
+$774.91 
MDIJX MFS International Diversification Fund Class I
+0.56%
+$18,333.99 
IVV iShares Core S&P 500 ETF
+0.55%
+$21,881.62 
FIXIX Fidelity Advisor International Small Cap Fund Class I
+0.55%
+$9,839.94 
GOOGL Alphabet Inc
+0.53%
+$27,397.04 
URNM Sprott Uranium Miners ETF
+0.53%
+$2,730.06 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$1,505 
IWB iShares Russell 1000 ETF
+0.52%
+$1,934.39 
VFIAX Vanguard 500 Index Fund Admiral Shares
+0.51%
+$2,744.75 
HSAI Hesai Group American Depositary Share
+0.5%
+$1,470.62 
VDIGX Vanguard Dividend Growth Fund Investor Shares
+0.48%
+$8,435.85 
GOOG Alphabet Inc
+0.45%
+$27,465.6 
WMT Walmart Inc.
+0.45%
+$2,875.51 
CSX CSX Corporation
+0.42%
+$4,222.6 
BMY Bristol-Myers Squibb Company
+0.4%
+$3,324.88 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$16,803.5 
VWILX Vanguard International Growth Fund Admiral Shares
+0.36%
+$6,506.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$6,935.04 
AMGN Amgen Inc.
+0.32%
+$2,439.63 
XOM Exxon Mobil Corporation
+0.28%
+$8,493.65 
GLXY Galaxy Digital Inc. Class A Common Stock
+0.27%
+$1,752.75 
TBGVX Tweedy, Browne International Value Fund
+0.23%
+$747.39 
NVDA NVIDIA Corporation
+0.16%
+$9,911.04 
PFE Pfizer Inc.
+0.15%
+$690.48 
LCRDX Lord Abbett Credit Opportunities Fund Institutional Class
+0.12%
+$2,025.5 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$804.7 
TRP TC Energy Corporation
+0.12%
+$811.04 
HIMX Himax Technologies Inc.
+0.11%
+$832 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$491.72 
MSFT Microsoft Corp.
+0.1%
+$4,946.28 
PIMIX PIMCO Income Fund Institutional Class
+0.09%
+$494.4 
ENB Enbridge Inc.
+0.07%
+$661.52 
CL Colgate-Palmolive Company
+0.07%
+$153 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.07%
+$1,137.9 
AON Aon plc
+0.04%
+$265.98 
PANW Palo Alto Networks, Inc.
+0.03%
+$213.03 
MCD McDonald's Corporation
+0.01%
+$91.42 
05588D761
0%
$0 
06051XCQ3
0%
$0 
314172198
0%
$0 
315807883
0%
$0 
543912836
0%
$0 
543916670
0%
$0 
544004401
0%
$0 
54400N409
0%
$0 
552989709
0%
$0 
61776NAW3
0%
$0 
74441R508
0%
$0 
808515605
0%
$0 
808515613
0%
$0 
808515696
0%
$0 
901165209
0%
$0 
91282CDJ7
0%
$0 
91282CHH7
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
EQT
0%
$0 
EYEN Hyperion DeFi, Inc.
0%
$0 
FSSL
0%
$0 
LISSX Lord Abbett Corporate Opportunities Fund Class I
0%
$0 
VWAHX Vanguard High-Yield Tax-Exempt Fund Investor Shares
0%
$0 
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares
0%
$0 
Y36861105
0%
$0 
INFQ Infleqtion Inc.
-4.96%
-$19,460 
SMCI Super Micro Computer Inc
-4.72%
-$14,684.75 
BNR Burning Rock Biotech Limited American Depositary Receipt
-2.72%
-$4,386.72 
BMNR Bitmine Immersion Technologies, Inc.
-2.48%
-$11,828.5 
LLY Eli Lilly and Company
-2.41%
-$65,682.38 
PLTR Palantir Technologies Inc.
-2.36%
-$69,355.09 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$25,258.74 
AAPL Apple Inc.
-1.52%
-$70,794 
LMT Lockheed Martin Corporation
-1.52%
-$8,667.27 
MU Micron Technology, Inc.
-1.43%
-$106,565.05 
MRK Merck & Co., Inc.
-1.42%
-$22,011.08 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$7,010.22 
AMZN Amazon.com Inc
-1.23%
-$56,683.81 
BA Boeing Company
-1.16%
-$5,064.53 
NFLX Netflix, Inc.
-1.14%
-$2,971.35 
STM STMicroelectronics N.V.
-1.05%
-$4,903.6 
OKTA Okta Inc.
-1.03%
-$8,882.61 
UBER Uber Technologies, Inc.
-1.01%
-$5,607 
IBM International Business Machines Corporation
-0.95%
-$49,726.1 
ETH Grayscale Ethereum Mini Trust ETF
-0.94%
-$2,477.7 
PATH Uipath Inc.
-0.94%
-$2,000.4 
AVGO Broadcom Inc.
-0.91%
-$55,037.55 
CSCO Cisco Systems, Inc.
-0.6%
-$6,519.65 
ETN Eaton Corporation plc
-0.57%
-$4,356 
NVS Novartis AG Sponsored ADR
-0.55%
-$1,542.74 
SM SM Energy Company
-0.42%
-$2,679.17 
NIO Nio Inc.
-0.38%
-$1,101.24 
RTX RTX Corporation
-0.37%
-$4,015.46 
MRVL Marvell Technology, Inc.
-0.36%
-$20,775.29 
DIS The Walt Disney Company
-0.3%
-$704.1 
BIDU Baidu Inc.
-0.29%
-$1,387.88 
META Meta Platforms Inc Class A
-0.26%
-$3,424.92 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$5,386.5 
PAA Plains All American Pipeline, L.P.
-0.18%
-$412 
GIBLX Guggenheim Total Return Bond Fund P Class
-0.13%
-$2,249.76 
PMZIX PIMCO Mortgage Opportunities and Bond Fund Institutional Class
-0.11%
-$464.22 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-0.09%
-$835.23 
EPD Enterprise Products Partners L.P.
-0.08%
-$513.9 
VWUSX Vanguard U.S. Growth Fund Investor Shares
-0.08%
-$685.86 
FTSM First Trust Enhanced Short Maturity Fund
-0.01%
-$17.8 Events
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Dividends
Dividend Analysis
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| Trades 3050 | Longs Won 1312/3050 43% | Profit Factor 10.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $217,850.4 |
| Average Win $73,787.39 | Best Trade (Jun 14) $4.62M | Sharpe Ratio -6.16 |
| Average Loss -$5,371.27 | Worst Trade (Jun 14) -$583,799.37 | Z-Score -14.73 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 2d | Expectancy $28,377.12 |
| 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 | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
Hover over the desired column for a detailed explanation.
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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