NW
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:
29.09%
Gain +0.31%
Monthly
0.39%
Yearly
4.81%
Drawdown
13.44%
$546.47M
Equity
Holdings
$546.47M
Investment
$423.53M
$127.45M
Profit +$1.89M
Realized
$4.51M
Unrealized
$122.94M
Dividends
$24.08M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.31%
Profit
$1.89M
Win %
81%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$1.8M
Win %
81%
This Month
Compared to last month
Gain
-0.42%
Profit
-$2.3M
Win %
81%
This Year
Compared to last year
Gain
5.01%
Profit
$27.71M
Win %
81%
KMI Kinder Morgan, Inc.
+2.42%
+$9,272 
OKE ONEOK, Inc.
+2.37%
+$4,732.73 
MPC Marathon Petroleum Corporation
+2.05%
+$5,403.5 
JPM JPMorgan Chase & Co.
+1.96%
+$30,645.5 
MLM Martin Marietta Materials, Inc.
+1.95%
+$6,085.8 
GRFS Grifols, S.A. American Depositary Receipt
+1.94%
+$12,537.57 
RIO Rio Tinto Plc Sponsored ADR
+1.5%
+$3,694.08 
CAT Caterpillar Inc.
+1.37%
+$3,782.24 
CFR Cullen/Frost Bankers Inc.
+1.36%
+$24,606.06 
WMB The Williams Companies, Inc.
+1.35%
+$3,369.78 
SABR Sabre Corporation
+1.2%
+$875.03 
IJR iShares Core S&P Small-Cap ETF
+1.2%
+$8,877.45 
XOM Exxon Mobil Corporation
+1.19%
+$63,527.03 
CVX Chevron Corporation
+1.15%
+$8,502.92 
PB Prosperity Bancshares Inc.
+1.14%
+$16,300 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.11%
+$3,387.42 
MA Mastercard Incorporated
+1.11%
+$2,870.13 
GOOGL Alphabet Inc
+1.05%
+$3,143.37 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$44,401.54 
DFAT Dimensional US Targeted Value ETF
+0.93%
+$343,174.4 
GOOG Alphabet Inc
+0.87%
+$7,967.82 
VTV Vanguard Value ETF
+0.83%
+$10,484.19 
SLV iShares Silver Trust
+0.82%
+$4,635.5 
DFUV Dimensional US Marketwide Value ETF
+0.82%
+$14,575.98 
DFAR Dimensional US Real Estate ETF
+0.81%
+$83,775.61 
USRT iShares Core U.S. REIT ETF
+0.77%
+$10,021.5 
PG Procter & Gamble Co
+0.71%
+$3,614.1 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.7%
+$2,902.79 
IJH iShares Core S&P Mid-Cap ETF
+0.69%
+$1,776.32 
VYM Vanguard High Dividend Yield ETF
+0.64%
+$3,857.68 
JQUA JPMorgan U.S. Quality Factor ETF
+0.64%
+$11,318.4 
JNJ Johnson & Johnson
+0.63%
+$5,269.9 
IUSV iShares Core S&P U.S. Value ETF
+0.6%
+$1,738.31 
VWO Vanguard FTSE Emerging Markets ETF
+0.6%
+$124,268.45 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.56%
+$191,660.56 
HD The Home Depot, Inc.
+0.52%
+$1,269.89 
DGRO iShares Core Dividend Growth ETF
+0.5%
+$4,173.16 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.48%
+$9,819.1 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.47%
+$23,496.92 
DFAU Dimensional US Core Equity Market ETF
+0.46%
+$38,314.64 
VIG Vanguard Dividend Appreciation ETF
+0.45%
+$32,483.7 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.43%
+$1,565.2 
IVV iShares Core S&P 500 ETF
+0.43%
+$5,551.3 
QUAL iShares MSCI USA Quality Factor ETF
+0.43%
+$214,002.28 
VOO Vanguard S&P 500 ETF
+0.43%
+$10,036.97 
QQQ Invesco QQQ Trust, Series 1
+0.42%
+$4,419 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.42%
+$1,157.82 
SPY SPDR S&P 500 ETF Trust
+0.42%
+$43,087.31 
FFIN First Financial Bankshares Inc.
+0.39%
+$1,577.29 
DFUS Dimensional U.S. Equity Market ETF
+0.38%
+$232,954.15 
DFIC Dimensional International Core Equity Market ETF
+0.38%
+$202,368.82 
DFAI Dimensional International Core Equity Market ETF
+0.37%
+$36,731.12 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.37%
+$1,163.25 
DUHP Dimensional US High Profitability ETF
+0.34%
+$22,076.32 
IXUS iShares Core International Stock ETF
+0.32%
+$3,653.97 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.31%
+$3,939.37 
CMC Commercial Metals Company
+0.3%
+$3,547.98 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.29%
+$800.28 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$808.37 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.26%
+$13,350.43 
EFA iShares MSCI EAFE ETF
+0.25%
+$2,245.87 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.24%
+$954.41 
GLD SPDR Gold Shares
+0.23%
+$1,545.02 
IUSG iShares Core S&P U.S. Growth ETF
+0.22%
+$79,327.6 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$2,672.78 
BNDX Vanguard Total International Bond ETF
+0.17%
+$1,748.21 
IBHH iShares iBonds 2028 Term High Yield ETF
+0.17%
+$840.18 
IBMO iShares iBonds Dec 2026 Term ETF
+0.16%
+$1,927.28 
VUG Vanguard Growth ETF
+0.14%
+$13,726.08 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$1,852.07 
IBHG iShares iBonds 2027 High Yield Income
+0.11%
+$670.05 
NVDA NVIDIA Corporation
+0.1%
+$1,207.29 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.09%
+$2,171.44 
MGK Vanguard Mega Cap Growth ETF
+0.08%
+$341.95 
IQLT iShares MSCI International Quality Factor ETF
+0.06%
+$133.11 
ABBV AbbVie Inc.
+0.06%
+$183.95 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.04%
+$3,608.22 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$1,452.56 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$5,084.48 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.02%
+$129.26 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$45.52 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.02%
+$216.16 
JPIE JPMorgan Income ETF
+0.01%
+$65.63 
RF-PF Regions Financial Corporation
+0.01%
+$47.69 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.01%
+$12.75 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
0%
$0 
AMZN Amazon.com Inc
-2.02%
-$20,317.6 
JKD iShares Morningstar Large-Cap ETF
-1.45%
-$7,308.17 
LMT Lockheed Martin Corporation
-1.4%
-$6,806.79 
LLY Eli Lilly and Company
-1.35%
-$5,564.86 
AAPL Apple Inc.
-1.31%
-$52,042.44 
AVGO Broadcom Inc.
-1.31%
-$7,554.97 
TSLA Tesla, Inc.
-1.25%
-$3,029.77 
IBM International Business Machines Corporation
-0.92%
-$2,242.82 
AMLP Alerian MLP ETF
-0.81%
-$4,559.82 
WMT Walmart Inc.
-0.68%
-$42,612.94 
MSFT Microsoft Corp.
-0.53%
-$11,008.64 
KO The Coca-Cola Company
-0.53%
-$1,285.42 
CSCO Cisco Systems, Inc.
-0.47%
-$1,835.4 
LOW Lowe's Companies Inc.
-0.42%
-$1,305.18 
NVS Novartis AG Sponsored ADR
-0.39%
-$2,364.6 
COST Costco Wholesale Corporation
-0.2%
-$2,538.24 
JMUB JPMorgan Municipal Bond ETF
-0.19%
-$22,058.15 
AGG iShares Core U.S. Aggregate Bond ETF
-0.13%
-$2,448.37 
DFCF Dimensional Core Fixed Income ETF
-0.12%
-$365.9 
IWF iShares Russell 1000 Growth ETF
-0.12%
-$1,882.72 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$295.46 
PH Parker-Hannifin Corporation
-0.1%
-$563.37 
JCPB JPMorgan Core Plus Bond ETF
-0.07%
-$26,877.79 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.06%
-$636.32 
IBHK iShares iBonds 2031 Term High Yield and Income ETF
-0.06%
-$164.52 
MUB iShares National Muni Bond ETF
-0.05%
-$4,258.65 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$2,088.54 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.04%
-$485.87 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$122.33 
IBHJ iShares iBonds 2030 High Yield & Income ETF
-0.03%
-$79.04 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$51.42 
EFG iShares MSCI EAFE Growth ETF
-0.02%
-$107.46 
SHYM iShares High Yield Bond ETF
-0.02%
-$213.47 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.02%
-$213.87 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.01%
-$25.28 
FLOT iShares Floating Rate Bond ETF
-0.01%
-$279.36 
IAGG iShares International Aggregate Bond Fund
-0.01%
-$85.72 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1264 | Longs Won 899/1264 71% | Profit Factor 14.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $478,688.24 |
| Average Win $152,207.25 | Best Trade (Jun 12) $9.12M | Sharpe Ratio -11.37 |
| Average Loss -$25,720.33 | Worst Trade (Dec 31) -$1.12M | Z-Score 17.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m | Expectancy $100,827.85 |
| 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
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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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