CD
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:
31.01%
Gain +1.59%
Monthly
0.47%
Yearly
5.76%
Drawdown
18.24%
$1.25B
Equity
Holdings
$1.25B
Investment
$887.32M
$385.22M
Profit +$23.38M
Realized
$26.38M
Unrealized
$358.85M
Dividends
$62.17M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.59%
Profit
$23.38M
Win %
83%
This Week
Compared To Last Week
Gain
-0.87%
Profit
-$10.95M
Win %
83%
This Month
Compared to last month
Gain
-1.04%
Profit
-$13.07M
Win %
83%
This Year
Compared to last year
Gain
8.9%
Profit
$101.86M
Win %
83%
OGCP Empire State Realty OP, L.P. Series 60 Operating Partnership Units
+12.09%
+$10,213.88 
AMAT Applied Materials, Inc.
+11.17%
+$52,678.98 
ANVS Annovis Bio, Inc.
+6.98%
+$4,992.84 
QCOM QUALCOMM Incorporated
+6.16%
+$37,389.72 
SLV iShares Silver Trust
+5.51%
+$11,861.8 
PWP Perella Weinberg Partners
+5.17%
+$15,458.4 
CAT Caterpillar Inc.
+4.83%
+$55,726.36 
AMGN Amgen Inc.
+4.79%
+$11,336.49 
TSLA Tesla, Inc.
+4.63%
+$39,969.54 
GEV GE Vernova Inc.
+4.58%
+$37,770.57 
CEF Sprott Physical Gold and Silver Trust
+4.54%
+$10,736.68 
GE General Electric Company
+4.43%
+$54,192.6 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$2.09M 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+4.35%
+$142,612.78 
DFAE Dimensional Emerging Core Equity Market ETF
+4.25%
+$775,355.75 
CSL Carlisle Companies Inc.
+4.14%
+$87,010.84 
CMI Cummins Inc.
+4.03%
+$21,479.9 
EFG iShares MSCI EAFE Growth ETF
+3.94%
+$61,209.72 
RTX RTX Corporation
+3.83%
+$36,747.2 
XLK State Street Technology Select Sector SPDR ETF
+3.75%
+$12,212.46 
SCHF Schwab International Equity ETF
+3.67%
+$28,950.18 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.63%
+$218,110 
GILD Gilead Sciences Inc.
+3.6%
+$16,047.5 
IWO iShares Russell 2000 Growth ETF
+3.55%
+$62,454.29 
AVGO Broadcom Inc.
+3.47%
+$32,507.97 
GS The Goldman Sachs Group, Inc.
+3.43%
+$93,639.05 
IXUS iShares Core International Stock ETF
+3.38%
+$147,159.24 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.33%
+$202,130.5 
VGT Vanguard Information Technology ETF
+3.32%
+$13,040.08 
VEU Vanguard FTSE All-World ex-US ETF
+3.29%
+$40,376.14 
QQQ Invesco QQQ Trust, Series 1
+3.28%
+$3.33M 
ESGD iShares ESG Aware MSCI EAFE ETF
+3.23%
+$45,998.28 
NULG Nuveen ESG Large-Cap Growth ETF
+3.22%
+$44,766.23 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+3.2%
+$7,371.21 
GLD SPDR Gold Shares
+3.1%
+$20,303.04 
IAU iShares Gold Trust
+3.05%
+$32,774.04 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$1.49M 
IWM iShares Russell 2000 ETF
+2.99%
+$18,048.66 
VXF Vanguard Extended Market ETF
+2.98%
+$18,864.99 
SCHM Schwab U.S. Mid-Cap ETF
+2.95%
+$105,273.18 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+2.83%
+$10,888.51 
IWP iShares Russell Mid-Cap Growth ETF
+2.77%
+$1.28M 
MAR Marriott International Inc. - Class A
+2.76%
+$56,689.88 
IBB iShares Biotechnology ETF
+2.74%
+$12,598.98 
VOT Vanguard Mid-Cap Growth ETF
+2.74%
+$42,986.01 
NUDM Nuveen ESG International Developed Markets Equity Fund
+2.73%
+$25,383.28 
CARR Carrier Global Corporation
+2.68%
+$7,576.66 
DFAI Dimensional International Core Equity Market ETF
+2.68%
+$64,641.04 
INTF iShares International Equity Factor ETF
+2.66%
+$10,773 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+2.66%
+$68,511.71 
NUSC Nuveen ESG Small-Cap ETF
+2.64%
+$67,768.93 
ECL Ecolab Inc.
+2.57%
+$5,847.6 
DFIS Dimensional International Small Cap ETF
+2.55%
+$1.16M 
CVS CVS Health Corporation
+2.54%
+$10,515.27 
CSCO Cisco Systems, Inc.
+2.53%
+$14,514.22 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.52%
+$9,268.18 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$349,153.66 
VB Vanguard Small-Cap ETF
+2.52%
+$20,266.54 
IJR iShares Core S&P Small-Cap ETF
+2.47%
+$133,502.85 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.45%
+$11,738.17 
TT Trane Technologies plc
+2.43%
+$18,788.67 
VIOO Vanguard S&P Small-Cap 600 ETF
+2.43%
+$48,525.31 
VWO Vanguard FTSE Emerging Markets ETF
+2.39%
+$13,162.44 
DFAS Dimensional U.S. Small Cap ETF
+2.39%
+$346,797 
SCZ iShares MSCI EAFE Small-Cap ETF
+2.37%
+$53,366.88 
ACWI iShares MSCI ACWI ETF
+2.36%
+$166,744.73 
HSY The Hershey Company
+2.33%
+$32,057.72 
SPEM SPDR Portfolio Emerging Markets ETF
+2.33%
+$8,691.48 
IUSG iShares Core S&P U.S. Growth ETF
+2.3%
+$23,275.08 
DFIV Dimensional International Value ETF
+2.29%
+$526,605.12 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.25%
+$275,507.92 
DISV Dimensional International Small Cap Equity Fund
+2.23%
+$5,582.43 
PFE Pfizer Inc.
+2.23%
+$7,789.62 
NVDA NVIDIA Corporation
+2.17%
+$56,806.44 
LLY Eli Lilly and Company
+2.13%
+$228,953.97 
SCHV Schwab U.S. Large-Cap Value ETF
+2.11%
+$24,766.65 
IWS iShares Russell Mid-Cap Value ETF
+2.07%
+$675,195.61 
AME Ametek Inc.
+2.04%
+$24,760.98 
VBR VANGUARD SMALL-CAP VALUE ETF
+2.04%
+$17,451.74 
AVLV Avantis U.S. Large Cap Value ETF
+2%
+$7,342.5 
IWD iShares Russell 1000 Value ETF
+1.99%
+$13,849.54 
DFAU Dimensional US Core Equity Market ETF
+1.91%
+$31,141.56 
NOC Northrop Grumman Corporation
+1.9%
+$11,877.12 
DFUV Dimensional US Marketwide Value ETF
+1.89%
+$777,702.02 
MGK Vanguard Mega Cap Growth ETF
+1.88%
+$19,736 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.87%
+$27,926.91 
LRGF iShares U.S. Equity Factor ETF
+1.86%
+$105,537.95 
VO Vanguard Mid-Cap ETF
+1.83%
+$95,435.36 
SUSA iShares MSCI USA ESG Select ETF
+1.83%
+$43,435.52 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$107,557.4 
SCHK Schwab 1000 Index ETF
+1.8%
+$57,092.49 
VUG Vanguard Growth ETF
+1.78%
+$105,438.36 
DIS The Walt Disney Company
+1.77%
+$14,147 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.77%
+$22,337.36 
MGC Vanguard Mega Cap ETF
+1.75%
+$19,751.61 
IWB iShares Russell 1000 ETF
+1.74%
+$603,893.41 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$22,005.14 
VOO Vanguard S&P 500 ETF
+1.72%
+$3.27M 
IVV iShares Core S&P 500 ETF
+1.72%
+$887,231.22 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.7%
+$64,143.65 
BNY BlackRock New York Municipal Income Trust
+1.69%
+$6,511.57 
VTV Vanguard Value ETF
+1.68%
+$81,574.07 
QUAL iShares MSCI USA Quality Factor ETF
+1.68%
+$7,867.6 
DFLV Dimensional US Large Cap Value ETF
+1.66%
+$438,358.77 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.58%
+$5,027.36 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$46,416.24 
AMZN Amazon.com Inc
+1.45%
+$18,319.5 
SYY Sysco Corporation
+1.41%
+$4,174.67 
JPM JPMorgan Chase & Co.
+1.4%
+$13,815.33 
AAPL Apple Inc.
+1.39%
+$240,011.1 
MRK Merck & Co., Inc.
+1.39%
+$234,848.37 
GII SPDR S&P Global Infrastructure ETF
+1.32%
+$6,553.26 
VOE Vanguard Mid-Cap Value ETF
+1.2%
+$19,988.28 
PAYO Payoneer Global Inc.
+1.2%
+$1,398.16 
VYM Vanguard High Dividend Yield ETF
+1.18%
+$5,786.43 
BAC Bank of America Corporation
+1.09%
+$10,499.97 
IVE ISHARES S&P 500 VALUE ETF
+1.07%
+$99,608.12 
GOOG Alphabet Inc
+0.91%
+$14,434.83 
IBM International Business Machines Corporation
+0.91%
+$7,626.03 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.85%
+$33,695.79 
MCD McDonald's Corporation
+0.83%
+$3,219.51 
NULV Nuveen ESG Large-Cap Value ETF
+0.72%
+$8,705.88 
MMM 3M Company
+0.68%
+$16,874.97 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.65%
+$6,029.56 
OGN Organon & Co.
+0.64%
+$940.27 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.63%
+$2,911.04 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$163,336.04 
PWV Invesco Large Cap Value ETF
+0.6%
+$3,203.55 
JPIB JPMorgan International Bond ETF
+0.58%
+$1,415.4 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.57%
+$10,191.96 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$59,818.64 
BLK BlackRock, Inc.
+0.57%
+$1,237.68 
PNC The PNC Financial Services Group, Inc.
+0.55%
+$2,105.6 
NSC Norfolk Southern Corporation
+0.51%
+$26,528.29 
DFGR Dimensional Global Real Estate ETF
+0.48%
+$136,286.78 
USMV iShares MSCI USA Min Vol Factor ETF
+0.44%
+$6,815.76 
GOOGL Alphabet Inc
+0.42%
+$10,717.66 
TJX The TJX Companies, Inc.
+0.39%
+$924.3 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.34%
+$20,710.67 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.31%
+$4,967.84 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$14,955.44 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.29%
+$69,487.83 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.27%
+$28,315.95 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$7,956.06 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.24%
+$2,702.4 
MUB iShares National Muni Bond ETF
+0.21%
+$763.4 
ISRG Intuitive Surgical, Inc.
+0.2%
+$361.88 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$5,819.55 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.17%
+$2,081.95 
NEAR iShares Short Maturity Bond ETF
+0.14%
+$4,250.26 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.14%
+$10,783.8 
VGSH Vanguard Short-Term Treasury Fund
+0.14%
+$3,414.72 
SCMB Schwab Municipal Bond ETF
+0.14%
+$1,078.6 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.05%
+$36,773.86 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$310.73 
DFNM Dimensional National Municipal Bond ETF
+0.03%
+$1,188.05 
ABC AmerisourceBergen Corporation
0%
$0 
DFAR Dimensional US Real Estate ETF
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
ORCL Oracle Corporation
-8.58%
-$30,412.45 
ESBA Empire State Realty OP, L.P.
-4.98%
-$4,430.16 
XOM Exxon Mobil Corporation
-2.68%
-$97,372.86 
ADP Automatic Data Processing Inc.
-2.29%
-$7,718.12 
SOLV Solventum Corporation
-2.1%
-$6,658.9 
CVX Chevron Corporation
-2.1%
-$14,399.64 
MSFT Microsoft Corp.
-1.77%
-$84,822.66 
FSK FS KKR Capital Corp.
-1.59%
-$4,972.1 
EPD Enterprise Products Partners L.P.
-1.56%
-$4,340.63 
ET Energy Transfer L.P.
-1.42%
-$5,810.13 
PM Philip Morris International Inc.
-1.27%
-$3,189.77 
KO The Coca-Cola Company
-1.27%
-$8,276.48 
V Visa Inc. Class A
-1.21%
-$4,040.39 
NFLX Netflix, Inc.
-0.9%
-$3,889.62 
CB Chubb Limited
-0.82%
-$16,476.74 
COST Costco Wholesale Corporation
-0.82%
-$10,519.83 
CL Colgate-Palmolive Company
-0.6%
-$1,941.84 
UL Unilever PLC Sponsored American Depositary Receipt
-0.55%
-$1,953.6 
META Meta Platforms Inc Class A
-0.45%
-$9,147.81 
PG Procter & Gamble Co
-0.45%
-$15,474.39 
PEP PepsiCo, Inc.
-0.44%
-$1,521.47 
MCK McKesson Corporation
-0.41%
-$799.5 
CI The Cigna Group
-0.31%
-$932.4 
WMT Walmart Inc.
-0.09%
-$644.05 
BRK-A Berkshire Hathaway Inc.
-0.07%
-$4,950 
JNJ Johnson & Johnson
-0.05%
-$2,233.61 
VZ Verizon Communications Inc.
-0.04%
-$127.34 Events
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Dividends
Dividend Analysis
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| Trades 2570 | Longs Won 1868/2570 72% | Profit Factor 31.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.55M |
| Average Win $213,052.24 | Best Trade (Jun 11) $51.74M | Sharpe Ratio -3.31 |
| Average Loss -$18,172.68 | Worst Trade (Jun 10) -$1.25M | Z-Score 28.92 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 5d | Expectancy $149,892.75 |
| 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 | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
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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