David K. Gilmore Portfolio
Invests via Equity Wealth Partners LLC | Managed by David K. Gilmore, Eldon Anderson, Jason Anderson, H. David Whalen, Jeffrey Anger
Invests via Equity Wealth Partners LLC
Managed by David K. Gilmore, Eldon Anderson, Jason Anderson, H. David Whalen, Jeffrey Anger
Automatically Tracked
Veteran private-equity investor focused on middle-market buyouts and growth capital across healthcare, consumer and services sectors. David K. Gilmore has decades of investing and board experience spanning operational turnarounds, M&A and strategic exits. Known for active board engagement, capital structuring and value-creation programs with sponsors and management teams.
Veteran private-equity investor focused on middle-market buyouts and growth capital across healthcare, consumer and services sectors. David K. Gilmore has decades of investing and board experience spanning operational turnarounds, M&A and strategic exits. Known for active board engagement, capital structuring and value-creation programs with sponsors and management teams.
Investment Philosophy & Strategy
Focuses on middle‑market buyouts and growth investments with a sector bias to healthcare, consumer and services. Pursues active, operationally driven value creation through board engagement, hands‑on turnarounds and disciplined capital structuring. Investment decisions emphasize rigorous underwriting, downside protection and alignment with management and sponsors. Typical holding periods target multi‑year operational improvement and strategic exits supported by M&A execution and governance upgrades.
Focuses on middle‑market buyouts and growth investments with a sector bias to healthcare, consumer and services. Pursues active, operationally driven value creation through board engagement, hands‑on turnarounds and disciplined capital structuring. Investment decisions emphasize rigorous underwriting, downside protection and alignment with management and sponsors. Typical holding periods target multi‑year operational improvement and strategic exits supported by M&A execution and governance upgrades.
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:
0.02%
Gain
Monthly
0%
Yearly
0.02%
Drawdown
12.75%
$172.44M
Equity
Holdings
$172.44M
Investment
$157.02M
$15.44M
Profit -$935,852.74
Realized
$27,717.62
Unrealized
$15.41M
Dividends
$1.94M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$935,852.74
Win %
74%
This Week
Compared To Last Week
Gain
-1.13%
Profit
-$1.97M
Win %
74%
This Month
Compared to last month
Gain
-0.66%
Profit
-$1.15M
Win %
74%
This Year
Compared to last year
Gain
11.46%
Profit
$17.73M
Win %
67%
XOM Exxon Mobil Corporation
+1.52%
+$7,892.4 
CRWD CrowdStrike Holdings, Inc.
+0.99%
+$6,431.4 
AVGO Broadcom Inc.
+0.27%
+$1,410.85 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.16%
+$1,412.88 
AMD Advanced Micro Devices, Inc.
+0.12%
+$911.4 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$3,702.33 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.07%
+$6,510.3 
CGCP Capital Group Core Plus Income ETF
+0.02%
+$65.03 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$209.59 
JMUB JPMorgan Municipal Bond ETF
+0.01%
+$230.09 
HON Honeywell International Inc.
0%
+$17.83 
BAM
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.59%
-$31,909.5 
NFLX Netflix, Inc.
-7.02%
-$16,077.6 
AXON Axon Enterprise, Inc.
-4.93%
-$42,168.06 
LOW Lowe's Companies Inc.
-2.35%
-$4,516.12 
GOOG Alphabet Inc
-1.98%
-$8,624 
MELI MercadoLibre, Inc.
-1.96%
-$17,554.44 
BKNG Booking Holdings Inc.
-1.86%
-$8,256.22 
MCD McDonald's Corporation
-1.78%
-$3,983.66 
MSFT Microsoft Corp.
-1.76%
-$5,288.76 
SHOP Shopify Inc.
-1.54%
-$12,225.18 
COST Costco Wholesale Corporation
-1.12%
-$5,199.7 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.04%
-$3,186.36 
VUG Vanguard Growth ETF
-0.95%
-$18,636.96 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.94%
-$22,306.05 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.87%
-$3,318.72 
NVDA NVIDIA Corporation
-0.82%
-$22,441.21 
AAPL Apple Inc.
-0.78%
-$9,711.85 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.74%
-$2,889.15 
ESGV Vanguard ESG U.S. Stock ETF
-0.73%
-$1,964.25 
AMP Ameriprise Financial, Inc.
-0.71%
-$12,243.42 
STXF Strive 500 ETF
-0.71%
-$7,872.33 
QQQM Invesco NASDAQ 100 ETF
-0.71%
-$8,052.23 
IWY iShares Russell Top 200 Growth ETF
-0.69%
-$117,495.81 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$9,271.26 
HNST The Honest Company, Inc.
-0.64%
-$252.18 
RECS Columbia Research Enhanced Core ETF
-0.6%
-$5,477.89 
IVV iShares Core S&P 500 ETF
-0.59%
-$7,213.43 
VOO Vanguard S&P 500 ETF
-0.58%
-$13,960 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$67,348.53 
AVUV Avantis U.S. Small Cap Value ETF
-0.57%
-$10,838.16 
PLTR Palantir Technologies Inc.
-0.56%
-$5,036.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.55%
-$1,330.83 
TXRH Texas Roadhouse Inc.
-0.54%
-$2,509.05 
JEPI JPMorgan Equity Premium Income Fund
-0.54%
-$1,514.93 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.53%
-$3,973.03 
SPLV Invesco S&P 500 Low Volatility ETF
-0.53%
-$1,422.77 
AVDE Avantis International Equity ETF
-0.5%
-$50,440.95 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.47%
-$1,669.52 
COWZ Pacer US Cash Cows 100 ETF
-0.45%
-$2,186.02 
XMHQ Invesco S&P MidCap Quality ETF
-0.44%
-$18,562 
IJH iShares Core S&P Mid-Cap ETF
-0.44%
-$1,327.94 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.44%
-$8,153.73 
VIG Vanguard Dividend Appreciation ETF
-0.43%
-$11,588.53 
VB Vanguard Small-Cap ETF
-0.43%
-$41,328.96 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.43%
-$6,960.57 
AVUS Avantis U.S. Equity ETF
-0.42%
-$2,067.12 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.4%
-$3,661.41 
AMZN Amazon.com Inc
-0.4%
-$4,589.64 
NXST Nexstar Media Group Inc.
-0.38%
-$3,246.63 
SCHD Schwab U.S. Dividend Equity ETF
-0.38%
-$13,628.75 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.33%
-$47,746.65 
VNQ Vanguard Real Estate ETF
-0.32%
-$856.32 
ASML ASML Holding N.V. New York Registry Shares
-0.32%
-$1,576.12 
BUFR FT Vestladder Buffer ETF-USD I
-0.29%
-$1,937.57 
VO Vanguard Mid-Cap ETF
-0.28%
-$54,635.4 
VOE Vanguard Mid-Cap Value ETF
-0.24%
-$4,082.19 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.21%
-$516.19 
AVLV Avantis U.S. Large Cap Value ETF
-0.17%
-$4,701.28 
XLK State Street Technology Select Sector SPDR ETF
-0.16%
-$13,498.05 
VYM Vanguard High Dividend Yield ETF
-0.15%
-$1,152.25 
BRK-B Berkshire Hathaway Inc.
-0.11%
-$1,708.79 
TAXF American Century Diversified Municipal Bond ETF
-0.06%
-$489.99 
VTV Vanguard Value ETF
-0.02%
-$269.16 
FRDM Freedom 100 Emerging Markets ETF
-0.01%
-$453.85 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 228 | Longs Won 144/228 63% | Profit Factor 7.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $204,934.71 |
| Average Win $124,895.31 | Best Trade (Jul 14) $1.59M | Sharpe Ratio -84.82 |
| Average Loss -$30,278.14 | Worst Trade (Jul 10) -$337,093.17 | Z-Score 7.62 (100%) |
| Commissions $0 | Avg. Trade Length 6m 1w 3d | Expectancy $67,726.14 |
| 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 | 5,682 | 5,114 | 4,545 | 3,977 | 3,409 | 2,841 | 2,273 | 1,705 | 1,136 | 568 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
