BL
Brian Levy Portfolio
Invests via West Wealth Group LLC | Managed by Brian Levy, Michael Clark
Invests via West Wealth Group LLC
Managed by Brian Levy, Michael Clark
Automatically Tracked
Brian Levy Profile
Brian Levy is a seasoned operating executive with a robust track record in business transformation and strategic leadership. Having held pivotal roles in multiple industries, he has successfully driven growth initiatives and operational enhancements within organizations facing evolving market dynamics. His expertise spans across corporate development and performance optimization, enabling firms to adapt swiftly and sustainably. With a focus on leveraging data-driven insights for informed decision-making, Levy’s approach has consistently yielded improved financial outcomes. His contributions extend beyond daily operations as he actively mentors emerging leaders, further solidifying his impact within the entrepreneurial landscape.
Brian Levy is a seasoned operating executive with a robust track record in business transformation and strategic leadership. Having held pivotal roles in multiple industries, he has successfully driven growth initiatives and operational enhancements within organizations facing evolving market dynamics. His expertise spans across corporate development and performance optimization, enabling firms to adapt swiftly and sustainably. With a focus on leveraging data-driven insights for informed decision-making, Levy’s approach has consistently yielded improved financial outcomes. His contributions extend beyond daily operations as he actively mentors emerging leaders, further solidifying his impact within the entrepreneurial landscape.
Investment Philosophy & Strategy
Identifying transformational opportunities in diverse market environments, Brian Levy adopts a pragmatic investment strategy that emphasizes operational effectiveness and growth potential. His extensive experience as an executive empowers him to navigate complexities and harness insights from data analytics, leading to informed decision-making and strategic agility. By prioritizing sectors poised for disruption, he seeks investments that can adapt dynamically to changes while maximizing value creation. In addition, his focus on nurturing talent allows for a robust framework of mentorship within organizations, fostering innovation-driven cultures aimed at sustainable expansion.
Identifying transformational opportunities in diverse market environments, Brian Levy adopts a pragmatic investment strategy that emphasizes operational effectiveness and growth potential. His extensive experience as an executive empowers him to navigate complexities and harness insights from data analytics, leading to informed decision-making and strategic agility. By prioritizing sectors poised for disruption, he seeks investments that can adapt dynamically to changes while maximizing value creation. In addition, his focus on nurturing talent allows for a robust framework of mentorship within organizations, fostering innovation-driven cultures aimed at sustainable expansion.
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:
43.24%
Gain +1.97%
Monthly
0.48%
Yearly
5.95%
Drawdown
15.76%
$569.73M
Equity
Holdings
$569.73M
Investment
$449.65M
$146.71M
Profit +$12.06M
Realized
$26.63M
Unrealized
$120.08M
Dividends
$20.89M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.97%
Profit
$12.06M
Win %
82%
This Week
Compared To Last Week
Gain
-1.75%
Profit
-$10.13M
Win %
82%
This Month
Compared to last month
Gain
-1.67%
Profit
-$9.68M
Win %
82%
This Year
Compared to last year
Gain
5.4%
Profit
$33.11M
Win %
81%
LRCX Lam Research Corporation
+12.79%
+$181,306.9 
AMAT Applied Materials, Inc.
+11.35%
+$83,798.54 
RKLB Rocket Lab Corporation
+9.15%
+$55,862.93 
AMD Advanced Micro Devices, Inc.
+8.13%
+$179,327.34 
BAI iShares A.I. Innovation and Tech Active ETF
+7.02%
+$1.64M 
LUV Southwest Airlines Co.
+6.67%
+$18,014.52 
QCOM QUALCOMM Incorporated
+6.44%
+$29,125.46 
STX Seagate Technology Holdings plc
+6.25%
+$68,999.84 
DELL Dell Technologies Inc.
+5.84%
+$46,256.49 
BA Boeing Company
+5.76%
+$88,949.82 
AMGN Amgen Inc.
+5.31%
+$11,564.84 
EMXC iShares MSCI Emerging Markets ex China ETF
+5.3%
+$47,357.6 
GEV GE Vernova Inc.
+4.87%
+$20,335.57 
AVEM Avantis Emerging Markets Equity ETF
+4.62%
+$24,131.72 
CAT Caterpillar Inc.
+4.61%
+$36,254.58 
TSLA Tesla, Inc.
+4.51%
+$99,140.8 
IEMG iShares Core MSCI Emerging Markets ETF
+4.44%
+$32,163.84 
LMT Lockheed Martin Corporation
+4.41%
+$19,431.22 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+4.38%
+$11,907.35 
SHLD Global X Defense Tech ETF
+4.36%
+$435,621.6 
GE General Electric Company
+4.25%
+$14,395.93 
EFG iShares MSCI EAFE Growth ETF
+3.88%
+$120,307.17 
ROK Rockwell Automation, Inc.
+3.87%
+$21,449.61 
RTX RTX Corporation
+3.69%
+$9,903.6 
VLUE iShares MSCI USA Value Factor ETF
+3.61%
+$37,778.08 
AVGO Broadcom Inc.
+3.61%
+$167,629.22 
CORO Ishares International Country Rotational Active ETF
+3.5%
+$1.64M 
FNDF Schwab Fundamental International Large Company Index ETF
+3.45%
+$12,983.4 
IYW iShares U.S. Technology ETF
+3.39%
+$79,496.86 
QQQ Invesco QQQ Trust, Series 1
+3.35%
+$23,166.96 
VGT Vanguard Information Technology ETF
+3.29%
+$17,859.6 
QQQM Invesco NASDAQ 100 ETF
+3.24%
+$8,732.33 
IAU iShares Gold Trust
+3.2%
+$70,722.54 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+3.18%
+$7,791.44 
EFA iShares MSCI EAFE ETF
+3.15%
+$6,765.76 
ROST Ross Stores, Inc.
+3.1%
+$19,405.81 
IEFA iShares Core MSCI EAFE ETF
+3.02%
+$8,176.74 
JMOM JPMorgan U.S. Momentum Factor ETF
+2.95%
+$423,874.2 
USXF iShares ESG Aware MSCI USA ETF
+2.88%
+$16,029.64 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+2.84%
+$6,155.35 
SPHQ Invesco S&P 500 Quality ETF
+2.77%
+$12,162.6 
FNDC Schwab Fundamental International Small Company Index ETF
+2.76%
+$11,529.77 
EFV iShares MSCI EAFE Value ETF
+2.61%
+$526,160 
DFIS Dimensional International Small Cap ETF
+2.53%
+$17,601.53 
GTOP Goldman Sachs Technology Opportunities ETF
+2.48%
+$35,236 
IJH iShares Core S&P Mid-Cap ETF
+2.42%
+$7,830.8 
PFE Pfizer Inc.
+2.42%
+$5,201.18 
NVDA NVIDIA Corporation
+2.42%
+$182,330.9 
SPEM SPDR Portfolio Emerging Markets ETF
+2.4%
+$494,476.18 
CSX CSX Corporation
+2.37%
+$10,584.2 
HD The Home Depot, Inc.
+2.36%
+$14,152.62 
CSCO Cisco Systems, Inc.
+2.34%
+$8,645.8 
DFAS Dimensional U.S. Small Cap ETF
+2.33%
+$6,381.54 
LLY Eli Lilly and Company
+2.31%
+$7,285.1 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$1.38M 
IFRA iShares U.S. Infrastructure
+2.18%
+$6,142.59 
TARS Tarsus Pharmaceuticals Inc.
+2.17%
+$4,522 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.06%
+$866,690.01 
AVLV Avantis U.S. Large Cap Value ETF
+1.98%
+$13,906.43 
DIS The Walt Disney Company
+1.95%
+$10,358.42 
JQUA JPMorgan U.S. Quality Factor ETF
+1.94%
+$255,817.65 
AOA iShares Core Aggressive Allocation ETF
+1.93%
+$10,910.91 
DFUV Dimensional US Marketwide Value ETF
+1.93%
+$14,143.96 
NOC Northrop Grumman Corporation
+1.92%
+$4,201.6 
AVUV Avantis U.S. Small Cap Value ETF
+1.85%
+$21,120.96 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.85%
+$18,418.11 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.85%
+$34,591.25 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$15,428.41 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.77%
+$848,666.81 
VOO Vanguard S&P 500 ETF
+1.76%
+$10,332.66 
IVV iShares Core S&P 500 ETF
+1.75%
+$27,178.59 
QUAL iShares MSCI USA Quality Factor ETF
+1.74%
+$146,286.36 
ESGU iShares ESG Aware MSCI USA ETF
+1.73%
+$25,942.32 
MGC Vanguard Mega Cap ETF
+1.71%
+$12,553.1 
IRM Iron Mountain Inc.
+1.66%
+$12,023.25 
DFAT Dimensional US Targeted Value ETF
+1.66%
+$9,149.28 
DSI iShares MSCI KLD 400 Social ETF
+1.62%
+$8,423.72 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+1.61%
+$12,613.7 
BALI iShares Adaptive Large Cap ETF
+1.59%
+$3,475.5 
AMZN Amazon.com Inc
+1.37%
+$46,042.75 
JPM JPMorgan Chase & Co.
+1.35%
+$12,180.45 
IBM International Business Machines Corporation
+1.26%
+$6,319.3 
PLD Prologis Inc.
+1.25%
+$11,241.69 
WABC Westamerica Bancorporation
+1.2%
+$3,543.26 
AAPL Apple Inc.
+1.16%
+$189,074.42 
IVE ISHARES S&P 500 VALUE ETF
+1.14%
+$626,708.29 
JEPI JPMorgan Equity Premium Income Fund
+0.99%
+$2,159.3 
DGRO iShares Core Dividend Growth ETF
+0.96%
+$7,764.19 
BAC Bank of America Corporation
+0.95%
+$4,840.16 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.93%
+$36,263.64 
MCD McDonald's Corporation
+0.92%
+$5,374.22 
SRE Sempra
+0.76%
+$7,494.79 
SYSB iShares Systematic Bond ETF
+0.68%
+$3,878.8 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.66%
+$23,014.54 
IGEB iShares Investment Grade Corporate Bond ETF
+0.65%
+$2,193.56 
GOOG Alphabet Inc
+0.64%
+$6,304.95 
BNDX Vanguard Total International Bond ETF
+0.58%
+$19,811.12 
IUSB iShares Core Universal USD Bond ETF
+0.58%
+$113,436.96 
USMV iShares MSCI USA Min Vol Factor ETF
+0.58%
+$9,125.6 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.55%
+$1,486.83 
GOVT iShares U.S. Treasury Bond ETF
+0.53%
+$25,303.44 
VZ Verizon Communications Inc.
+0.36%
+$747.49 
GOOGL Alphabet Inc
+0.33%
+$3,532.2 
BINC iShares Flexible Income Active ETF
+0.32%
+$7,977.91 
ABBV AbbVie Inc.
+0.28%
+$1,279.36 
MUB iShares National Muni Bond ETF
+0.25%
+$1,716.14 
CMF iShares California Muni Bond ETF
+0.2%
+$38,157.69 
NRO Neuberger Berman Real Estate Fund
+0.17%
+$104.48 
JNJ Johnson & Johnson
+0.15%
+$515.4 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.11%
+$11,070 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$537.4 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$25.25 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$75.46 
XOM Exxon Mobil Corporation
-2.7%
-$18,330.9 
CVX Chevron Corporation
-2%
-$7,242.69 
XLE Energy Select Sector SPDR Fund
-1.92%
-$8,796.48 
MSFT Microsoft Corp.
-1.72%
-$67,965.23 
V Visa Inc. Class A
-0.99%
-$2,500.95 
NFLX Netflix, Inc.
-0.89%
-$3,801.11 
COST Costco Wholesale Corporation
-0.83%
-$5,829.1 
AFL Aflac Inc.
-0.54%
-$1,443.33 
META Meta Platforms Inc Class A
-0.47%
-$3,801.57 
BTHM iShares U.S. Thematic Rotation Active ETF
-0.47%
-$94,145.6 
PG Procter & Gamble Co
-0.35%
-$1,892.81 
UNH UnitedHealth Group Incorporated
-0.32%
-$1,059.88 
T AT&T Inc.
-0.3%
-$825.65 
WMT Walmart Inc.
-0.23%
-$1,890.84 
AHR American Healthcare REIT, Inc.
-0.06%
-$251.22 
TJX The TJX Companies, Inc.
-0.05%
-$126.96 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$26.44 Events
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Dividends
Dividend Analysis
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| Trades 1467 | Longs Won 971/1467 66% | Profit Factor 6.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $650,292.4 |
| Average Win $180,928.48 | Best Trade (Jun 11) $15.3M | Sharpe Ratio -9.18 |
| Average Loss -$58,417.84 | Worst Trade (Mar 31) -$4.62M | Z-Score 11.78 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 5d | Expectancy $100,004.3 |
| 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 | 9,709 | 8,738 | 7,767 | 6,796 | 5,825 | 4,854 | 3,883 | 2,913 | 1,942 | 971 |
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Returns
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