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:
89.11%
Gain -0.34%
Monthly
1.71%
Yearly
22.63%
Drawdown
20.88%
$263.65M
Equity
Holdings
$263.65M
Investment
$183.42M
$90.8M
Profit -$487,679.04
Realized
$10.57M
Unrealized
$80.23M
Dividends
$11.22M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$487,679.04
Win %
78%
This Week
Compared To Last Week
Gain
-0.19%
Profit
-$487,679.04
Win %
78%
This Month
Compared to last month
Gain
-0.83%
Profit
-$2.2M
Win %
78%
This Year
Compared to last year
Gain
14.39%
Profit
$33.17M
Win %
74%
S SentinelOne Inc.
+15.32%
+$230,740.95 
CRWD CrowdStrike Holdings, Inc.
+14.38%
+$95,492.73 
PANW Palo Alto Networks, Inc.
+14.16%
+$110,846.63 
OKTA Okta Inc.
+13.24%
+$161,869.05 
IOT Samsara Inc. Class A Common Stock
+11.93%
+$134,194 
PATH Uipath Inc.
+6.54%
+$18,003.6 
MSTR Strategy Inc.
+4.25%
+$10,527.3 
HYPD Hyperion DeFi, Inc.
+4.24%
+$27,124.4 
PLTR Palantir Technologies Inc.
+4.14%
+$155,543.85 
NFLX Netflix, Inc.
+3.87%
+$9,569.02 
ZETA Zeta Global Holdings Corp.
+3.16%
+$61,072.25 
GOOGL Alphabet Inc
+3.09%
+$149,894.8 
GOOG Alphabet Inc
+2.97%
+$170,973.19 
BMNR Bitmine Immersion Technologies, Inc.
+2.96%
+$21,349 
META Meta Platforms Inc Class A
+2.85%
+$43,578.83 
SM SM Energy Company
+2.74%
+$21,536.4 
IBM International Business Machines Corporation
+2.73%
+$126,505.47 
MO Altria Group, Inc.
+2.3%
+$5,108.45 
MSFT Microsoft Corp.
+2.3%
+$140,725.08 
WMT Walmart Inc.
+2.27%
+$12,966.37 
AON Aon plc
+2.23%
+$12,844 
DIS The Walt Disney Company
+2.14%
+$5,351.16 
LLY Eli Lilly and Company
+2.07%
+$54,355.62 
MCD McDonald's Corporation
+2.02%
+$11,653.5 
T AT&T Inc.
+2%
+$11,473.3 
PM Philip Morris International Inc.
+1.81%
+$10,450.06 
ABBV AbbVie Inc.
+1.7%
+$19,323.85 
NVS Novartis AG Sponsored ADR
+1.69%
+$4,210.8 
CL Colgate-Palmolive Company
+1.66%
+$3,672 
REGN Regeneron Pharmaceuticals, Inc.
+1.48%
+$8,634.56 
VZ Verizon Communications Inc.
+1.43%
+$11,926.98 
BPTRX Baron Partners Fund Retail
+1.4%
+$215,212.24 
UBER Uber Technologies, Inc.
+1.28%
+$7,369.2 
FGSIX Federated Hermes MDT Mid Cap Growth Fund Institutional Shares
+1.23%
+$47,239.2 
LMT Lockheed Martin Corporation
+1.17%
+$6,352.56 
V Visa Inc. Class A
+1.06%
+$3,304.25 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$3,463.32 
AMGN Amgen Inc.
+1.03%
+$8,345.98 
FAGCX Fidelity Advisor Growth Opportunities Fund Class I
+0.97%
+$35,554.51 
VWUSX Vanguard U.S. Growth Fund Investor Shares
+0.97%
+$8,344.63 
BIDU Baidu Inc.
+0.93%
+$3,466.03 
JD JD.com Inc.
+0.91%
+$2,029.58 
VFIAX Vanguard 500 Index Fund Admiral Shares
+0.86%
+$4,801.37 
RSIGX Victory RS International Fund Class Y
+0.86%
+$10,000.59 
OPRA Opera Limited ADR
+0.85%
+$3,853.3 
BGAIX Baron Global Advantage Fund Institutional Shares
+0.83%
+$7,270 
VDIGX Vanguard Dividend Growth Fund Investor Shares
+0.82%
+$14,622.14 
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares
+0.8%
+$15,179.04 
BMY Bristol-Myers Squibb Company
+0.79%
+$7,228 
CDDRX Columbia Dividend Income Fund Institutional 2 Class
+0.75%
+$18,613.64 
TRP TC Energy Corporation
+0.69%
+$4,257.96 
SDY SPDR S&P Dividend ETF
+0.64%
+$11,235.7 
FIXIX Fidelity Advisor International Small Cap Fund Class I
+0.62%
+$11,181.75 
VWILX Vanguard International Growth Fund Admiral Shares
+0.61%
+$11,619 
JNJ Johnson & Johnson
+0.59%
+$5,408.55 
AAPL Apple Inc.
+0.55%
+$28,789.72 
PG Procter & Gamble Co
+0.53%
+$5,658.73 
MRK Merck & Co., Inc.
+0.52%
+$9,654.13 
MDIJX MFS International Diversification Fund Class I
+0.51%
+$17,255.52 
BTO John Hancock Financial Opportunities Fund
+0.46%
+$1,661.22 
HYMIX Lord Abbett High Income Municipal Bond Fund Class I
+0.29%
+$3,620.04 
VWAHX Vanguard High-Yield Tax-Exempt Fund Investor Shares
+0.2%
+$550.78 
TLT iShares 20+ Year Treasury Bond ETF
+0.18%
+$3,847.5 
BABA Alibaba Group Holding Limited SP ADR
+0.18%
+$1,207.05 
NIO Nio Inc.
+0.14%
+$275.31 
TWEBX Tweedy, Browne Value Fund
+0.09%
+$282.34 
SQM Quimica y Minera Chilena S.A. ADR
+0.09%
+$248.04 
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares
+0.07%
+$149.78 
TBGVX Tweedy, Browne International Value Fund
+0.06%
+$213.54 
PFE Pfizer Inc.
+0.04%
+$172.62 
CTRA Coterra Energy Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
JMBS Janus Henderson Mortgage-Backed Securities ETF
0%
$0 
LBNYX Lord Abbett Bond Debenture Fund Class I
0%
$0 
SWVXX Schwab Value Advantage Money Fund
0%
$0 
LCRDX Lord Abbett Credit Opportunities Fund Institutional Class
0%
$0 
LAHYX Lord Abbett Investment Trust High Yield Fund Class I
0%
$0 
LAUYX Lord Abbett Income Fund Class I
0%
$0 FSSL
FSSL
0%
$0 8085
808515613
0%
$0 8085
808515696
0%
$0 9128
91282CDJ7
0%
$0 Y368
Y36861105
0%
$0 0558
05588D761
0%
$0 9128
91282CHH7
0%
$0 0605
06051XCQ3
0%
$0 6177
61776NAW3
0%
$0 
GLW Corning Incorporated
-14.09%
-$81,547.73 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-10.86%
-$82,554.3 
GEV GE Vernova Inc.
-8.6%
-$35,655.39 
ETN Eaton Corporation plc
-7.51%
-$61,884.24 
SMCI Super Micro Computer Inc
-7.34%
-$28,640.11 
HIMX Himax Technologies Inc.
-7.19%
-$44,066.88 
STM STMicroelectronics N.V.
-7.02%
-$21,617.7 
ASML ASML Holding N.V. New York Registry Shares
-6.88%
-$82,138.56 
CEG Constellation Energy Corporation
-6.71%
-$13,766.4 
AMAT Applied Materials, Inc.
-6.61%
-$33,699.88 
MRVL Marvell Technology, Inc.
-6.59%
-$320,275.11 
BNR Burning Rock Biotech Limited American Depositary Receipt
-6.03%
-$13,525.72 
NVTS Navitas Semiconductor Corporation
-5.84%
-$30,362.59 
AOSL Alpha and Omega Semiconductor Limited
-5.78%
-$16,886.46 
AVGO Broadcom Inc.
-4.83%
-$274,636.97 
MU Micron Technology, Inc.
-4.82%
-$351,305.8 
ADI Analog Devices, Inc.
-4.48%
-$13,664.87 
CAT Caterpillar Inc.
-4.17%
-$66,612.02 
AMD Advanced Micro Devices, Inc.
-3.87%
-$100,799.1 
INFQ Infleqtion Inc.
-3.62%
-$13,205 
MS Morgan Stanley
-3.43%
-$9,548.5 
URNM Sprott Uranium Miners ETF
-3.21%
-$15,815.52 
GDX VanEck Gold Miners ETF
-3.1%
-$8,518.29 
NG NovaGold Resources Inc.
-3%
-$10,113.75 
NEM Newmont Corporation
-2.92%
-$13,390.3 
NVDA NVIDIA Corporation
-2.84%
-$192,180.95 
SCCO Southern Copper Corporation
-2.6%
-$30,237.25 
BHP BHP Group Ltd.
-2.59%
-$13,272.93 
VLO Valero Energy Corporation
-2.31%
-$13,292.17 
RIO Rio Tinto Plc Sponsored ADR
-2.03%
-$18,931.78 
PEG Public Service Enterprise Group Incorporated
-2.02%
-$6,521.82 
EQT EQT Corporation
-1.89%
-$8,629.2 
INGR Ingredion Inc.
-1.78%
-$8,950 
JPM JPMorgan Chase & Co.
-1.73%
-$12,430.9 
SLV iShares Silver Trust
-1.72%
-$8,400 
CSCO Cisco Systems, Inc.
-1.69%
-$16,968.9 
GDMA Gadsden Dynamic Multi-Asset Portfolio
-1.48%
-$4,808.12 
TSLA Tesla, Inc.
-1.44%
-$26,985 
DTM Dt Midstream Inc.
-1.4%
-$3,330 
CRUS Cirrus Logic, Inc.
-1.39%
-$3,149.85 
RTX RTX Corporation
-1.31%
-$15,323.42 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.29%
-$71,237.88 
AMZN Amazon.com Inc
-1.24%
-$60,897 
DINO HF Sinclair Corporation
-1.21%
-$7,541.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$24,417.12 
XLE Energy Select Sector SPDR Fund
-1.15%
-$9,240.75 
PAA Plains All American Pipeline, L.P.
-1.15%
-$3,090 
PSX Phillips 66
-1.11%
-$3,421.76 
DTE DTE Energy Company
-1%
-$3,025.75 
HSAI Hesai Group American Depositary Share
-0.98%
-$2,777.8 
CVX Chevron Corporation
-0.98%
-$3,729.6 
GLXY Galaxy Digital Inc. Class A Common Stock
-0.94%
-$4,479.25 
DVN Devon Energy Corporation
-0.89%
-$3,551.1 
XOM Exxon Mobil Corporation
-0.88%
-$30,247.03 
QCOM QUALCOMM Incorporated
-0.87%
-$6,989.92 
SPHQ Invesco S&P 500 Quality ETF
-0.83%
-$2,408.04 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$16,706.47 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$2,084.82 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$2,816.35 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$25,373.28 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$10,869.89 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.5%
-$1,380 
ET Energy Transfer L.P.
-0.46%
-$16,178.2 
DUK Duke Energy Corporation
-0.43%
-$897.6 
EPD Enterprise Products Partners L.P.
-0.35%
-$2,312.55 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$987.28 
IVV iShares Core S&P 500 ETF
-0.33%
-$13,695.89 
IWB iShares Russell 1000 ETF
-0.32%
-$1,246.2 
CSX CSX Corporation
-0.32%
-$3,272.51 
PMZIX PIMCO Mortgage Opportunities and Bond Fund Institutional Class
-0.22%
-$928.44 
BA Boeing Company
-0.19%
-$785.2 
PIMIX PIMCO Income Fund Institutional Class
-0.19%
-$988.8 
IWM iShares Russell 2000 ETF
-0.18%
-$7,139.17 
MFIIX MFS Income Fund Class I
-0.17%
-$532 
GIBLX Guggenheim Total Return Bond Fund P Class
-0.17%
-$2,999.68 
BX Blackstone Inc.
-0.17%
-$524.68 
ETH Ethan Allen Interiors Inc
-0.17%
-$660.72 
LISSX Lord Abbett Corporate Opportunities Fund Class I
-0.11%
-$395.38 
PIFZX PGIM Short-Term Corporate Bond Fund - Class Z
-0.09%
-$436.74 
KMI Kinder Morgan, Inc.
-0.02%
-$445.9 Events
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Dividends
Dividend Analysis
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| Trades 3050 | Longs Won 2023/3050 66% | Profit Factor 8.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $220,358.36 |
| Average Win $50,595.99 | Best Trade (Sep 04) $4.98M | Sharpe Ratio -35.81 |
| Average Loss -$11,247.88 | Worst Trade (Aug 03) -$618,352.3 | Z-Score 4.75 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m | Expectancy $29,771.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0558 05588D761 | 20,731 | $432,867.04 | $432,867.04 | - | - | - | 0.0 |
| 0605 06051XCQ3 | 225,000 | $225,670 | $225,670 | - | - | - | 0.0 |
| 6177 61776NAW3 | 215,000 | $215,942.99 | $215,942.99 | - | - | - | 0.0 |
| 8085 808515613 | 15.63M | $15.63M | $15.63M | - | -$0.07 | - | 0.0 |
| 8085 808515696 | 2.34M | $2.34M | $2.34M | - | - | - | 0.0 |
| 9128 91282CDJ7 | 350,000 | $303,528.99 | $303,528.99 | - | - | - | 0.0 |
| 9128 91282CHH7 | 250,000 | $250,664 | $250,664 | - | - | - | 0.0 |
| AAPL Apple Inc. | 15,732 | $2.09M | $5.26M | - | $3.17M | 152.08% | +0.551% |
| ABBV AbbVie Inc. | 4,427 | $715,813.04 | $1.16M | - | $441,781.05 | 61.72% | +1.698% |
| ADI Analog Devices, Inc. | 805 | $191,597.23 | $291,253.02 | - | $99,655.79 | 52.01% | -4.481% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 2,610 | $412,631 | $677,529.9 | - | $264,898.9 | 64.2% | -10.861% |
| AMAT Applied Materials, Inc. | 1,117 | $115,956.36 | $476,199.44 | - | $360,243.08 | 310.67% | -6.609% |
| AMD Advanced Micro Devices, Inc. | 5,045 | $392,544.56 | $2.5M | - | $2.11M | 537.65% | -3.871% |
| AMGN Amgen Inc. | 2,140 | $563,353.46 | $815,875 | - | $252,521.54 | 44.82% | +1.034% |
| AMZN Amazon.com Inc | 19,150 | $3.18M | $4.86M | - | $1.67M | 52.62% | -1.238% |
| AON Aon plc | 1,900 | $570,259.44 | $587,955 | - | $17,695.56 | 3.1% | +2.233% |
| AOSL Alpha and Omega Semiconductor Limited | 11,337 | $368,394.12 | $275,381.4 | - | -$93,012.72 | -25.25% | -5.778% |
| ASML ASML Holding N.V. New York Registry Shares | 703 | $595,834.47 | $1.11M | - | $515,931.91 | 86.59% | -6.88% |
| AVGO Broadcom Inc. | 15,725 | $1.44M | $5.42M | - | $3.98M | 277.35% | -4.825% |
| BA Boeing Company | 1,963 | $411,104.47 | $412,328.15 | - | $1,223.68 | 0.3% | -0.19% |
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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 - $945,173.63, Palantir Technologies Inc - $692,233.14, and International Business Machines Corporation - $661,008.78. 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, New Fortress Energy Inc - $335,563.5, Moderna, Inc - $285,762.16, and Regenxbio Inc - $259,166. 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 $11.22M earned over time. The largest contributors to dividend income include Energy Transfer L.P - $743,833.91, Schwab Value Advantage Money Fund - $535,991.11, International Business Machines Corporation - $494,132.16, Kinder Morgan, Inc - $461,869.97, 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.
