Nancy Williamson Portfolio
Invests via Helen Stephens Group LLC | Managed by Nathan Davis, Helen Stephens
Invests via Helen Stephens Group LLC
Managed by Nathan Davis, Helen Stephens
Automatically Tracked
Nancy Williamson Profile
Nancy Williamson is an accomplished entrepreneur with extensive experience in the tech industry. She has successfully founded and led several startups, focusing on innovative solutions that address market needs and drive consumer engagement. With a strong background in both software development and business strategy, her leadership has propelled her companies to notable recognition within their sectors. Williamson's contributions have not only fostered growth but also positioned her as a thought leader at industry conferences and workshops. Her entrepreneurial journey exemplifies dedication to creating value through technology-driven initiatives.
Nancy Williamson is an accomplished entrepreneur with extensive experience in the tech industry. She has successfully founded and led several startups, focusing on innovative solutions that address market needs and drive consumer engagement. With a strong background in both software development and business strategy, her leadership has propelled her companies to notable recognition within their sectors. Williamson's contributions have not only fostered growth but also positioned her as a thought leader at industry conferences and workshops. Her entrepreneurial journey exemplifies dedication to creating value through technology-driven initiatives.
Investment Philosophy & Strategy
Opportunities in the technology sector capture her strategic focus. Nancy Williamson leverages her entrepreneurial insight to identify emerging trends and address unmet market needs. With a track record of launching startups that integrate innovative solutions, she navigates the intersection of business strategy and software development adeptly. Her investments target scalable concepts that enhance user experience while ensuring sustainable growth potential. By fostering an environment where creativity thrives, she champions initiatives designed for long-term impact in tech-driven markets.
Opportunities in the technology sector capture her strategic focus. Nancy Williamson leverages her entrepreneurial insight to identify emerging trends and address unmet market needs. With a track record of launching startups that integrate innovative solutions, she navigates the intersection of business strategy and software development adeptly. Her investments target scalable concepts that enhance user experience while ensuring sustainable growth potential. By fostering an environment where creativity thrives, she champions initiatives designed for long-term impact in tech-driven markets.
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:
98.79%
Gain +1.31%
Monthly
1.15%
Yearly
14.66%
Drawdown
22.73%
$594.16M
Equity
Holdings
$594.16M
Investment
$464.81M
$133.57M
Profit +$3.35M
Realized
$4.21M
Unrealized
$129.35M
Dividends
$26.96M
Goals
Avg. 60.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.31%
Profit
$3.35M
Win %
74%
This Week
Compared To Last Week
Gain
-1.05%
Profit
-$6.33M
Win %
74%
This Month
Compared to last month
Gain
0.08%
Profit
$444,221.04
Win %
74%
This Year
Compared to last year
Gain
1.04%
Profit
$6.13M
Win %
72%
GEV GE Vernova Inc.
+3.27%
+$7,452 
CSCO Cisco Systems, Inc.
+3.23%
+$11,426.71 
INTC Intel Corporation
+2.59%
+$4,061.2 
AAPL Apple Inc.
+2.37%
+$107,934.16 
GOOGL Alphabet Inc
+2.22%
+$9,352.52 
IBM International Business Machines Corporation
+2.12%
+$4,920.3 
SABR Sabre Corporation
+2.11%
+$1,959.03 
GOOG Alphabet Inc
+2.03%
+$16,749.97 
SLV iShares Silver Trust
+1.56%
+$8,082.9 
CAT Caterpillar Inc.
+1.56%
+$4,153.05 
XLK State Street Technology Select Sector SPDR ETF
+1.26%
+$3,116.88 
GLD SPDR Gold Shares
+1.25%
+$8,584.54 
AMZN Amazon.com Inc
+1.24%
+$15,297.76 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+1.11%
+$4,055.59 
VUG Vanguard Growth ETF
+1.04%
+$104,862.03 
SPDW SPDR Portfolio Developed World ex-US ETF
+1%
+$2,719.32 
MLM Martin Marietta Materials, Inc.
+0.99%
+$2,604.28 
MGK Vanguard Mega Cap Growth ETF
+0.99%
+$4,303.2 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.99%
+$55,564.25 
IEFA iShares Core MSCI EAFE ETF
+0.96%
+$14,670.85 
IWF iShares Russell 1000 Growth ETF
+0.9%
+$14,616.9 
EFA iShares MSCI EAFE ETF
+0.88%
+$8,034.98 
IXUS iShares Core International Stock ETF
+0.88%
+$10,147.3 
PH Parker-Hannifin Corporation
+0.88%
+$5,293.68 
IUSG iShares Core S&P U.S. Growth ETF
+0.84%
+$336,027.42 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.82%
+$2,341.58 
ILCB iShares Morningstar U.S. Equity ETF
+0.82%
+$4,292.99 
IVV iShares Core S&P 500 ETF
+0.81%
+$10,568.07 
DFAI Dimensional International Core Equity Market ETF
+0.8%
+$88,674.38 
SPY SPDR S&P 500 ETF Trust
+0.8%
+$85,411.56 
VOO Vanguard S&P 500 ETF
+0.8%
+$19,104.09 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.8%
+$16,302.38 
RIO Rio Tinto Plc Sponsored ADR
+0.77%
+$1,811.52 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.77%
+$10,071.36 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.76%
+$2,454.05 
QQQ Invesco QQQ Trust, Series 1
+0.76%
+$7,879.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.75%
+$38,738.75 
PG Procter & Gamble Co
+0.74%
+$3,648.52 
DFIC Dimensional International Core Equity Market ETF
+0.74%
+$433,401.78 
EFG iShares MSCI EAFE Growth ETF
+0.74%
+$3,187.98 
DFAU Dimensional US Core Equity Market ETF
+0.73%
+$62,580.6 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.73%
+$1,569.3 
AVGO Broadcom Inc.
+0.72%
+$4,181.4 
IUSV iShares Core S&P U.S. Value ETF
+0.72%
+$2,139.64 
DFUS Dimensional U.S. Equity Market ETF
+0.72%
+$492,501.14 
VMC Vulcan Materials Company
+0.71%
+$1,310.28 
NVDA NVIDIA Corporation
+0.71%
+$9,506.15 
QUAL iShares MSCI USA Quality Factor ETF
+0.69%
+$369,566.46 
JNJ Johnson & Johnson
+0.69%
+$6,582.11 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.65%
+$225,785.88 
JQUA JPMorgan U.S. Quality Factor ETF
+0.6%
+$10,971.84 
DUHP Dimensional US High Profitability ETF
+0.6%
+$39,444.75 
VWO Vanguard FTSE Emerging Markets ETF
+0.58%
+$129,196.63 
ABBV AbbVie Inc.
+0.57%
+$2,125.76 
IJH iShares Core S&P Mid-Cap ETF
+0.56%
+$1,391.08 
IQLT iShares MSCI International Quality Factor ETF
+0.56%
+$1,261.12 
VIG Vanguard Dividend Appreciation ETF
+0.56%
+$39,746.03 
MUB iShares National Muni Bond ETF
+0.55%
+$48,040.25 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.55%
+$13,280.47 
JMUB JPMorgan Municipal Bond ETF
+0.55%
+$80,598.96 
IJR iShares Core S&P Small-Cap ETF
+0.54%
+$3,942.4 
VYM Vanguard High Dividend Yield ETF
+0.54%
+$3,274.03 
DFAR Dimensional US Real Estate ETF
+0.53%
+$59,190.89 
DFAS Dimensional U.S. Small Cap ETF
+0.51%
+$22,719.33 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.47%
+$1,437.03 
VTV Vanguard Value ETF
+0.46%
+$6,559.04 
VTEB Vanguard Tax-Exempt Bond ETF
+0.42%
+$853.62 
IBHJ iShares iBonds 2030 High Yield & Income ETF
+0.42%
+$1,242.12 
TSLA Tesla, Inc.
+0.42%
+$925.65 
DGRO iShares Core Dividend Growth ETF
+0.42%
+$3,501.87 
DFUV Dimensional US Marketwide Value ETF
+0.41%
+$7,697.43 
JPM JPMorgan Chase & Co.
+0.41%
+$7,132.52 
CVX Chevron Corporation
+0.39%
+$3,301.78 
MSFT Microsoft Corp.
+0.37%
+$10,723.52 
SHYM iShares High Yield Bond ETF
+0.37%
+$6,000.56 
DFAT Dimensional US Targeted Value ETF
+0.36%
+$146,170.5 
LOW Lowe's Companies Inc.
+0.36%
+$987 
USRT iShares Core U.S. REIT ETF
+0.3%
+$3,735.4 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.27%
+$2,534.46 
KO The Coca-Cola Company
+0.25%
+$658.02 
WMB The Williams Companies, Inc.
+0.23%
+$591.94 
MA Mastercard Incorporated
+0.22%
+$692.5 
IBMO iShares iBonds Dec 2026 Term ETF
+0.2%
+$1,736.55 
AGG iShares Core U.S. Aggregate Bond ETF
+0.19%
+$6,634.33 
WMT Walmart Inc.
+0.18%
+$9,899.19 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
+0.17%
+$1,116.8 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.17%
+$384.29 
NVS Novartis AG Sponsored ADR
+0.16%
+$1,245.42 
DFNM Dimensional National Municipal Bond ETF
+0.16%
+$5,627.48 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.16%
+$452.96 
DFCF Dimensional Core Fixed Income ETF
+0.16%
+$1,233.18 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.15%
+$1,166.52 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.14%
+$929.46 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
+0.14%
+$899.78 
JCPB JPMorgan Core Plus Bond ETF
+0.12%
+$46,884.53 
IBHG iShares iBonds 2027 High Yield Income
+0.11%
+$1,091.95 
IAGG iShares International Aggregate Bond Fund
+0.11%
+$942.59 
IBHH iShares iBonds 2028 Term High Yield ETF
+0.11%
+$935.37 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.1%
+$641.1 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.08%
+$595.14 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
+0.08%
+$389.46 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.07%
+$479.54 
SUB iShares Short-Term National Muni Bond ETF
+0.07%
+$1,534.4 
BNDX Vanguard Total International Bond ETF
+0.06%
+$590.07 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$451.94 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$203.55 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$740.1 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$2,620.94 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.01%
+$25.6 
JPIE JPMorgan Income ETF
+0.01%
+$58.48 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$978.1 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
CMC Commercial Metals Company
-1.85%
-$18,973.98 
LMT Lockheed Martin Corporation
-1.33%
-$6,264.84 
PB Prosperity Bancshares Inc.
-0.63%
-$6,300 
GRFS Grifols, S.A. American Depositary Receipt
-0.59%
-$3,890.97 
RF Regions Financial Corporation
-0.52%
-$2,532.55 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.51%
-$3,805.36 
ALC Alcon Inc.
-0.45%
-$955.2 
IBHK iShares iBonds 2031 Term High Yield and Income ETF
-0.44%
-$1,297.63 
LLY Eli Lilly and Company
-0.43%
-$1,845.73 
KMI Kinder Morgan, Inc.
-0.34%
-$1,281 
FFIN First Financial Bankshares Inc.
-0.27%
-$1,026.99 
XOM Exxon Mobil Corporation
-0.27%
-$17,748 
AMLP Alerian MLP ETF
-0.2%
-$1,180.19 
CFR Cullen/Frost Bankers Inc.
-0.13%
-$2,670.61 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.08%
-$628.7 
BRK-B Berkshire Hathaway Inc.
-0.05%
-$901.45 
COST Costco Wholesale Corporation
0%
-$40.08 Events
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Dividends
Dividend Analysis
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| Trades 1382 | Longs Won 939/1382 67% | Profit Factor 11.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $494,793.24 |
| Average Win $155,361.71 | Best Trade (Aug 14) $11.02M | Sharpe Ratio -11.45 |
| Average Loss -$27,807.17 | Worst Trade (Dec 31) -$1.12M | Z-Score 11.77 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 2d | Expectancy $96,646.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,945 | $2.56M | $4.66M | - | $2.1M | 81.97% | +2.37% |
| ABBV AbbVie Inc. | 1,456 | $315,595.79 | $373,405.76 | - | $57,809.97 | 18.32% | +0.573% |
| AGG iShares Core U.S. Aggregate Bond ETF | 36,858 | $3.66M | $3.55M | - | -$108,331.1 | -2.96% | +0.187% |
| ALC Alcon Inc. | 3,184 | $216,925.92 | $210,940 | - | -$5,985.92 | -2.76% | -0.451% |
| AMLP Alerian MLP ETF | 10,729 | $564,774.56 | $596,961.56 | - | $32,187 | 5.7% | -0.197% |
| AMZN Amazon.com Inc | 4,911 | $922,108.26 | $1.25M | - | $330,221.29 | 35.81% | +1.237% |
| AVGO Broadcom Inc. | 1,599 | $465,338.08 | $581,148.55 | - | $115,810.47 | 24.89% | +0.725% |
| BNDX Vanguard Total International Bond ETF | 19,669 | $988,957.32 | $924,344.65 | - | -$64,612.67 | -6.53% | +0.064% |
| BRK-B Berkshire Hathaway Inc. | 3,278 | $1.05M | $1.66M | - | $612,908.34 | 58.48% | -0.054% |
| CAT Caterpillar Inc. | 330 | $241,633.48 | $269,803.05 | - | $28,169.57 | 11.66% | +1.563% |
| CFR Cullen/Frost Bankers Inc. | 12,422 | $1.63M | $2.02M | - | $390,521.68 | 24% | -0.132% |
| CMC Commercial Metals Company | 15,426 | $947,619.18 | $1.01M | - | $61,086.96 | 6.45% | -1.846% |
| COST Costco Wholesale Corporation | 1,336 | $778,037.86 | $1.21M | - | $427,501.74 | 54.95% | -0.003% |
| CSCO Cisco Systems, Inc. | 3,293 | $232,463.28 | $365,226.63 | - | $132,763.35 | 57.11% | +3.23% |
| CVX Chevron Corporation | 3,978 | $543,858.15 | $849,661.02 | - | $305,802.87 | 56.23% | +0.39% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 778,572 | $24.39M | $35.14M | - | $10.75M | 44.07% | +0.647% |
| DFAI Dimensional International Core Equity Market ETF | 260,807 | $7.01M | $11.14M | - | $4.13M | 58.89% | +0.802% |
| DFAR Dimensional US Real Estate ETF | 438,451 | $10.11M | $11.2M | - | $1.09M | 10.77% | +0.531% |
| DFAS Dimensional U.S. Small Cap ETF | 55,413 | $3.56M | $4.46M | - | $898,054.34 | 25.24% | +0.512% |
| DFAT Dimensional US Targeted Value ETF | 584,682 | $32.96M | $41.09M | - | $8.13M | 24.67% | +0.357% |
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FAQ
Which stocks have generated the highest profits for Nancy Williamson?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $7.15M, JPMorgan Core Plus Bond ETF - $2.91M, Dimensional International Core Equity Market ETF - $2.54M, JPMorgan Ultra-Short Income ETF - $2.02M, and Vanguard Dividend Appreciation ETF - $1.95M. 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: iShares National Muni Bond ETF - $261,629.07, Vanguard Growth ETF - $214,162.51, Sabre Corporation - $168,311.7, CVS Health Corporation - $147,381.93, and Vanguard FTSE All-World ex-US ETF - $110,077.23. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nancy Williamson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.96M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $2.91M, Dimensional International Core Equity Market ETF - $2.72M, JPMorgan Ultra-Short Income ETF - $2M, Vanguard Total International Bond ETF - $1.68M, and Dimensional U.S. Core Equity 2 ETF - $1.5M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nancy Williamson's monthly returns?
Nancy Williamson'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 Nancy Williamson's strategy be considered aggressive or moderate?
Nancy Williamson'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 Nancy Williamson's strategy?
Nancy Williamson'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.
