Carrie Delgott Portfolio
Invests via Wescott Financial Advisory Group LLC | Managed by Mark E. McCarron, Carrie M. Delgott
Invests via Wescott Financial Advisory Group LLC
Managed by Mark E. McCarron, Carrie M. Delgott
Automatically Tracked
Carrie Delgott Profile
Bringing a wealth of expertise in venture capital, Carrie Delgott has distinguished herself as an influential investor-operator. Her career is marked by significant contributions to high-growth startups across technology and consumer sectors, where she has facilitated pivotal funding rounds and strategic guidance. With a background steeped in both entrepreneurial ventures and corporate environments, her insights bridge the gap between innovative ideation and market execution. Delgott's leadership fosters collaborations that drive value creation, establishing her as a key player in the investment landscape.
Bringing a wealth of expertise in venture capital, Carrie Delgott has distinguished herself as an influential investor-operator. Her career is marked by significant contributions to high-growth startups across technology and consumer sectors, where she has facilitated pivotal funding rounds and strategic guidance. With a background steeped in both entrepreneurial ventures and corporate environments, her insights bridge the gap between innovative ideation and market execution. Delgott's leadership fosters collaborations that drive value creation, establishing her as a key player in the investment landscape.
Investment Philosophy & Strategy
A focus on identifying transformative opportunities drives Carrie Delgott's investment approach. With deep-seated expertise in venture capital, she prioritizes engagement with disruptive startups, aiming to enhance their market positioning through strategic collaboration and targeted funding. Her extensive background encompasses both entrepreneurial initiatives and corporate ventures, equipping her with a dual perspective that is pivotal in navigating complex landscapes. By emphasizing innovation and scalability, Delgott nurtures investments that align with long-term growth trajectories, ensuring value creation across diverse sectors.
A focus on identifying transformative opportunities drives Carrie Delgott's investment approach. With deep-seated expertise in venture capital, she prioritizes engagement with disruptive startups, aiming to enhance their market positioning through strategic collaboration and targeted funding. Her extensive background encompasses both entrepreneurial initiatives and corporate ventures, equipping her with a dual perspective that is pivotal in navigating complex landscapes. By emphasizing innovation and scalability, Delgott nurtures investments that align with long-term growth trajectories, ensuring value creation across diverse sectors.
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:
144.63%
Gain -0.41%
Monthly
1.6%
Yearly
21.01%
Drawdown
30.95%
$1.25B
Equity
Holdings
$1.25B
Investment
$904.46M
$381.59M
Profit -$2.25M
Realized
$31.81M
Unrealized
$349.78M
Dividends
$67.23M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$2.25M
Win %
80%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$2.58M
Win %
80%
This Month
Compared to last month
Gain
-1.34%
Profit
-$17.08M
Win %
80%
This Year
Compared to last year
Gain
9.96%
Profit
$113.62M
Win %
80%
MU Micron Technology, Inc.
+4.41%
+$23,247.14 
AVGO Broadcom Inc.
+2.7%
+$35,663.42 
ESBA Empire State Realty OP, L.P.
+2.02%
+$1,804.88 
GOOG Alphabet Inc
+1.79%
+$29,416.72 
MSFT Microsoft Corp.
+1.75%
+$89,680.24 
NOC Northrop Grumman Corporation
+1.7%
+$10,321.9 
GOOGL Alphabet Inc
+1.67%
+$42,274.99 
RTX RTX Corporation
+1.55%
+$16,425 
EPD Enterprise Products Partners L.P.
+1.53%
+$4,308.52 
CVX Chevron Corporation
+1.4%
+$11,429.98 
IBM International Business Machines Corporation
+1.38%
+$9,185.55 
VRT Vertiv Holdings Co
+1.31%
+$3,390.25 
AMZN Amazon.com Inc
+1.31%
+$22,748.04 
SLV iShares Silver Trust
+1.26%
+$2,565.12 
GEV GE Vernova Inc.
+1.25%
+$13,177.08 
XOM Exxon Mobil Corporation
+0.98%
+$35,873.28 
V Visa Inc. Class A
+0.83%
+$3,308.58 
CI The Cigna Group
+0.79%
+$2,177.34 
ESGE iShares ESG Aware MSCI EM ETF
+0.79%
+$23,577.2 
IEMG iShares Core MSCI Emerging Markets ETF
+0.68%
+$312,350.48 
IWP iShares Russell Mid-Cap Growth ETF
+0.65%
+$304,126.2 
META Meta Platforms Inc Class A
+0.65%
+$14,393.99 
XLK State Street Technology Select Sector SPDR ETF
+0.63%
+$2,033.9 
ETN Eaton Corporation plc
+0.6%
+$1,346 
QQQ Invesco QQQ Trust, Series 1
+0.58%
+$611,103.43 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.57%
+$80,748.36 
QQQM Invesco NASDAQ 100 ETF
+0.56%
+$1,633.7 
VGT Vanguard Information Technology ETF
+0.54%
+$3,913.76 
IUSG iShares Core S&P U.S. Growth ETF
+0.5%
+$5,205.9 
TJX The TJX Companies, Inc.
+0.5%
+$1,386 
VOT Vanguard Mid-Cap Growth ETF
+0.5%
+$7,975.98 
MMM 3M Company
+0.49%
+$12,472.52 
IWF iShares Russell 1000 Growth ETF
+0.44%
+$12,636 
DFAE Dimensional Emerging Core Equity Market ETF
+0.41%
+$74,724.88 
VWO Vanguard FTSE Emerging Markets ETF
+0.41%
+$2,022.41 
T AT&T Inc.
+0.4%
+$673.64 
LHX L3Harris Technologies, Inc.
+0.33%
+$656.58 
CB Chubb Limited
+0.29%
+$6,344.06 
SPEM SPDR Portfolio Emerging Markets ETF
+0.29%
+$1,330.81 
CEF Sprott Physical Gold and Silver Trust
+0.28%
+$628.21 
VUG Vanguard Growth ETF
+0.28%
+$15,697.53 
NULG Nuveen ESG Large-Cap Growth ETF
+0.24%
+$3,495.47 
MGK Vanguard Mega Cap Growth ETF
+0.21%
+$2,221.2 
NVDA NVIDIA Corporation
+0.2%
+$5,478.26 
USMV iShares MSCI USA Min Vol Factor ETF
+0.18%
+$2,774.97 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.16%
+$538.23 
PAYO Payoneer Global Inc.
+0.14%
+$174.77 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.13%
+$1,663.64 
ET Energy Transfer L.P.
+0.12%
+$540.13 
LRGF iShares U.S. Equity Factor ETF
+0.11%
+$6,477.85 
IVV iShares Core S&P 500 ETF
+0.1%
+$54,839.12 
IWB iShares Russell 1000 ETF
+0.1%
+$33,747.09 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.09%
+$3,273.92 
VOO Vanguard S&P 500 ETF
+0.09%
+$168,161.4 
SCHK Schwab 1000 Index ETF
+0.08%
+$2,729.64 
BRK-A Berkshire Hathaway Inc.
+0.08%
+$6,126.6 
SPY SPDR S&P 500 ETF Trust
+0.08%
+$1,069.37 
MGC Vanguard Mega Cap ETF
+0.08%
+$896.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.08%
+$4,635.96 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.07%
+$981.53 
DFUV Dimensional US Marketwide Value ETF
+0.06%
+$27,011.15 
DFLV Dimensional US Large Cap Value ETF
+0.04%
+$11,433.66 
QCOM QUALCOMM Incorporated
+0.04%
+$150 
VO Vanguard Mid-Cap ETF
+0.02%
+$1,165.08 
BNY BlackRock New York Municipal Income Trust
+0.02%
+$84.57 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$942.75 
AMGN Amgen Inc.
+0.01%
+$37.7 
SCHM Schwab U.S. Mid-Cap ETF
+0.01%
+$509.33 
SUSA iShares MSCI USA ESG Select ETF
+0.01%
+$238.38 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
OGCP Empire State Realty OP, L.P. Series 60 Operating Partnership Units
-4.68%
-$4,283.24 
CSL Carlisle Companies Inc.
-4.32%
-$95,731.16 
ANVS Annovis Bio, Inc.
-3.74%
-$2,704.45 
ORCL Oracle Corporation
-3.35%
-$7,542.09 
AAPL Apple Inc.
-2.68%
-$558,380.93 
GE General Electric Company
-2.3%
-$30,644.42 
TSLA Tesla, Inc.
-2.21%
-$19,431.13 
TD The Toronto-Dominion Bank
-2.17%
-$6,335.52 
FSK FS KKR Capital Corp.
-2.06%
-$6,392.7 
NFLX Netflix, Inc.
-2.04%
-$7,753.59 
PEP PepsiCo, Inc.
-1.98%
-$6,897.95 
PWP Perella Weinberg Partners
-1.77%
-$5,744.71 
SOLV Solventum Corporation
-1.71%
-$5,546.1 
HD The Home Depot, Inc.
-1.67%
-$5,717.8 
MRK Merck & Co., Inc.
-1.64%
-$276,139.16 
CL Colgate-Palmolive Company
-1.55%
-$5,299.2 
CAT Caterpillar Inc.
-1.53%
-$18,231.75 
CARR Carrier Global Corporation
-1.53%
-$4,351.2 
LLY Eli Lilly and Company
-1.36%
-$150,590.06 
WMT Walmart Inc.
-1.34%
-$9,106.56 
ECL Ecolab Inc.
-1.3%
-$3,285.88 
PNC The PNC Financial Services Group, Inc.
-1.27%
-$5,931.24 
BLK BlackRock, Inc.
-1.13%
-$2,565.75 
DGX Quest Diagnostics Inc.
-1.07%
-$2,591.16 
JNJ Johnson & Johnson
-1.07%
-$56,646.72 
DIS The Walt Disney Company
-0.95%
-$7,707.1 
GS The Goldman Sachs Group, Inc.
-0.93%
-$23,581.5 
BAC Bank of America Corporation
-0.84%
-$9,363.22 
TT Trane Technologies plc
-0.71%
-$5,717.63 
SYY Sysco Corporation
-0.59%
-$1,829.76 
IBB iShares Biotechnology ETF
-0.58%
-$3,076.92 
DFIV Dimensional International Value ETF
-0.58%
-$131,144.65 
PFE Pfizer Inc.
-0.58%
-$1,292.53 
PG Procter & Gamble Co
-0.53%
-$18,542.4 
DFAI Dimensional International Core Equity Market ETF
-0.5%
-$12,131.03 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$136,224.3 
DISV Dimensional International Small Cap Equity Fund
-0.5%
-$1,247.66 
EFG iShares MSCI EAFE Growth ETF
-0.49%
-$8,711.94 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.47%
-$6,746.88 
DFAR Dimensional US Real Estate ETF
-0.46%
-$1,304.87 
IEFA iShares Core MSCI EAFE ETF
-0.45%
-$221,705.14 
DFIS Dimensional International Small Cap ETF
-0.44%
-$183,914.17 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.44%
-$3,657.65 
AME Ametek Inc.
-0.43%
-$5,613.93 
MCK McKesson Corporation
-0.4%
-$829.31 
PM Philip Morris International Inc.
-0.39%
-$1,206.49 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.39%
-$18,348.12 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.39%
-$3,800.45 
IVE ISHARES S&P 500 VALUE ETF
-0.38%
-$39,957.75 
CSCO Cisco Systems, Inc.
-0.37%
-$1,709.82 
INTF iShares International Equity Factor ETF
-0.37%
-$1,529.07 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.37%
-$21,865.23 
COR Cencora, Inc.
-0.35%
-$3,600.71 
COST Costco Wholesale Corporation
-0.34%
-$4,491.29 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.33%
-$7,966.75 
DFAS Dimensional U.S. Small Cap ETF
-0.33%
-$49,058.65 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.32%
-$95,607.33 
JPM JPMorgan Chase & Co.
-0.32%
-$4,074.4 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.31%
-$5,350.79 
CMI Cummins Inc.
-0.3%
-$1,668.59 
NSC Norfolk Southern Corporation
-0.3%
-$15,029.1 
SCHF Schwab International Equity ETF
-0.3%
-$2,363.28 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.3%
-$1,375.05 
AGG iShares Core U.S. Aggregate Bond ETF
-0.29%
-$33,593.24 
IJH iShares Core S&P Mid-Cap ETF
-0.28%
-$40,473.11 
IWS iShares Russell Mid-Cap Value ETF
-0.28%
-$83,209.4 
VOE Vanguard Mid-Cap Value ETF
-0.28%
-$4,187.68 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.28%
-$2,574.33 
MCD McDonald's Corporation
-0.27%
-$1,048.28 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.27%
-$4,002.48 
VZ Verizon Communications Inc.
-0.26%
-$1,094.45 
QUAL iShares MSCI USA Quality Factor ETF
-0.26%
-$1,297.29 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.26%
-$967.3 
BMY Bristol-Myers Squibb Company
-0.24%
-$633.07 
PWV Invesco Large Cap Value ETF
-0.23%
-$1,317.02 
IWD iShares Russell 1000 Value ETF
-0.23%
-$1,434.34 
GILD Gilead Sciences Inc.
-0.22%
-$1,114.2 
IJR iShares Core S&P Small-Cap ETF
-0.22%
-$12,791.36 
NUSC Nuveen ESG Small-Cap ETF
-0.21%
-$5,666.21 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.21%
-$479.25 
JPIB JPMorgan International Bond ETF
-0.19%
-$460.98 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.18%
-$728.8 
UL Unilever PLC Sponsored American Depositary Receipt
-0.18%
-$722.32 
HSY The Hershey Company
-0.18%
-$2,516.27 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.16%
-$10,155.84 
IWM iShares Russell 2000 ETF
-0.16%
-$975.74 
GII SPDR S&P Global Infrastructure ETF
-0.16%
-$802.44 
VYM Vanguard High Dividend Yield ETF
-0.16%
-$611 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.15%
-$753.18 
MUB iShares National Muni Bond ETF
-0.14%
-$486.55 
GLD SPDR Gold Shares
-0.14%
-$883.51 
IAU iShares Gold Trust
-0.14%
-$1,470.63 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.14%
-$15,944.63 
VB Vanguard Small-Cap ETF
-0.13%
-$1,018.4 
VTV Vanguard Value ETF
-0.12%
-$6,088.5 
MAR Marriott International Inc. - Class A
-0.12%
-$2,393.95 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.12%
-$9,334.67 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.12%
-$1,359.12 
IWO iShares Russell 2000 Growth ETF
-0.11%
-$2,287.48 
BSV Vanguard Short-Term Bond ETF
-0.11%
-$3,676.34 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.11%
-$26,593.01 
IXUS iShares Core International Stock ETF
-0.11%
-$4,602.6 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$1,891.17 
SCHV Schwab U.S. Large-Cap Value ETF
-0.1%
-$1,669.61 
SCMB Schwab Municipal Bond ETF
-0.1%
-$774.92 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.09%
-$5,446.8 
VEU Vanguard FTSE All-World ex-US ETF
-0.09%
-$1,036.28 
VGSH Vanguard Short-Term Treasury Fund
-0.09%
-$2,207.9 
AMAT Applied Materials, Inc.
-0.08%
-$411.94 
KO The Coca-Cola Company
-0.07%
-$540.42 
SHY iShares 1-3 Year Treasury Bond ETF
-0.07%
-$2,727.06 
NEAR iShares Short Maturity Bond ETF
-0.07%
-$2,557.91 
ACWI iShares MSCI ACWI ETF
-0.07%
-$4,661.1 
AVLV Avantis U.S. Large Cap Value ETF
-0.07%
-$209.04 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.07%
-$1,712.27 
DFNM Dimensional National Municipal Bond ETF
-0.05%
-$2,007.3 
CVS CVS Health Corporation
-0.04%
-$193.59 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.03%
-$322.45 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$242.55 
DFAU Dimensional US Core Equity Market ETF
-0.02%
-$261.53 
NULV Nuveen ESG Large-Cap Value ETF
-0.01%
-$122.09 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.01%
-$7,255.19 Events
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Dividends
Dividend Analysis
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| Trades 2747 | Longs Won 1966/2747 71% | Profit Factor 29.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.45M |
| Average Win $201,012.52 | Best Trade (Jul 22) $53.74M | Sharpe Ratio -10.96 |
| Average Loss -$17,412.81 | Worst Trade (Jul 27) -$1.25M | Z-Score 21.18 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w 5d | Expectancy $138,911.98 |
| 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 | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Carrie Delgott?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $8.66M, iShares Russell Mid-Cap Value ETF - $6.83M, Vanguard Short-Term Tax-Exempt Bond ETF - $5.16M, iShares Core MSCI EAFE ETF - $4.96M, and Dimensional US Marketwide Value ETF - $4.78M. 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: Organon & Co - $405,315.4, Vanguard S&P Small-Cap 600 ETF - $293,835.29, Empire State Realty Trust Inc - $237,951.19, Ree Automotive Ltd - $189,844.78, and Tesla, Inc - $164,683.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Carrie Delgott's portfolio generate?
The portfolio generates substantial dividend income, with a total of $67.23M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $5.61M, Vanguard Short-Term Tax-Exempt Bond ETF - $5.15M, iShares Core MSCI EAFE ETF - $4.43M, Vanguard Short-Term Corporate Bond ETF - $3.48M, and Dimensional Global Real Estate ETF - $2.84M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Carrie Delgott's monthly returns?
Carrie Delgott's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Carrie Delgott's strategy be considered aggressive or moderate?
Carrie Delgott's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Carrie Delgott's strategy?
Carrie Delgott's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
