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:
88.97%
Gain -0.17%
Monthly
1.13%
Yearly
14.48%
Drawdown
22.69%
$547.29M
Equity
Holdings
$547.29M
Investment
$423.6M
$128.2M
Profit -$415,218.89
Realized
$4.51M
Unrealized
$123.69M
Dividends
$26.14M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.17%
Profit
-$415,218.89
Win %
79%
This Week
Compared To Last Week
Gain
0.33%
Profit
$1.79M
Win %
79%
This Month
Compared to last month
Gain
0.04%
Profit
$231,250.87
Win %
79%
This Year
Compared to last year
Gain
9.26%
Profit
$46.4M
Win %
78%
GRFS Grifols, S.A. American Depositary Receipt
+5.02%
+$31,560.09 
AVGO Broadcom Inc.
+2.73%
+$15,192.36 
GOOG Alphabet Inc
+2%
+$17,729.04 
GOOGL Alphabet Inc
+1.88%
+$5,442.36 
MPC Marathon Petroleum Corporation
+1.87%
+$5,898.4 
MSFT Microsoft Corp.
+1.85%
+$39,011.2 
CVX Chevron Corporation
+1.47%
+$10,997.96 
WMB The Williams Companies, Inc.
+1.42%
+$3,612.96 
KMI Kinder Morgan, Inc.
+1.35%
+$5,307 
AMZN Amazon.com Inc
+1.24%
+$12,766.32 
AMLP Alerian MLP ETF
+1.13%
+$6,544.69 
SLV iShares Silver Trust
+1.07%
+$5,052.69 
XOM Exxon Mobil Corporation
+1.05%
+$56,772.68 
IBM International Business Machines Corporation
+0.96%
+$1,796.9 
MA Mastercard Incorporated
+0.63%
+$1,824.76 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.61%
+$1,692.9 
NVDA NVIDIA Corporation
+0.61%
+$7,071.27 
OKE ONEOK, Inc.
+0.59%
+$1,244.87 
QQQ Invesco QQQ Trust, Series 1
+0.55%
+$5,671.05 
IUSG iShares Core S&P U.S. Growth ETF
+0.53%
+$192,369.43 
LMT Lockheed Martin Corporation
+0.52%
+$2,333.76 
IWF iShares Russell 1000 Growth ETF
+0.49%
+$7,799.84 
VWO Vanguard FTSE Emerging Markets ETF
+0.42%
+$85,762.25 
VUG Vanguard Growth ETF
+0.31%
+$30,311.76 
JQUA JPMorgan U.S. Quality Factor ETF
+0.29%
+$5,281.92 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.24%
+$11,443.23 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$1,001.42 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.2%
+$674.24 
BRK-B Berkshire Hathaway Inc.
+0.18%
+$2,835.44 
ILCB iShares Morningstar U.S. Equity ETF
+0.13%
+$643.63 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.12%
+$1,499.99 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.11%
+$433.82 
SPY SPDR S&P 500 ETF Trust
+0.08%
+$8,294.68 
VOO Vanguard S&P 500 ETF
+0.08%
+$1,868.94 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.08%
+$246.75 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.07%
+$1,764.3 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.07%
+$1,394.75 
IVV iShares Core S&P 500 ETF
+0.07%
+$853.35 
DFUS Dimensional U.S. Equity Market ETF
+0.06%
+$33,815.93 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.06%
+$2,782.53 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$1,396.78 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$91.03 
SHYM iShares High Yield Bond ETF
+0.02%
+$213.47 
DFNM Dimensional National Municipal Bond ETF
+0.01%
+$522.13 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$557.63 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
0%
$0 
IBHG iShares iBonds 2027 High Yield Income
0%
$0 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-2.81%
-$125,947.94 
TSLA Tesla, Inc.
-2.51%
-$5,819.79 
CMC Commercial Metals Company
-2.36%
-$24,141.69 
MLM Martin Marietta Materials, Inc.
-2.31%
-$7,163 
LOW Lowe's Companies Inc.
-2.07%
-$6,095.52 
NVS Novartis AG Sponsored ADR
-2%
-$12,118.58 
FFIN First Financial Bankshares Inc.
-2%
-$8,553.76 
HD The Home Depot, Inc.
-1.9%
-$4,818.15 
WMT Walmart Inc.
-1.71%
-$101,335.65 
LLY Eli Lilly and Company
-1.66%
-$6,934.85 
CAT Caterpillar Inc.
-1.59%
-$4,322.78 
RF Regions Financial Corporation
-1.56%
-$8,743.68 
RIO Rio Tinto Plc Sponsored ADR
-1.56%
-$3,338.88 
JNJ Johnson & Johnson
-1.29%
-$11,394.85 
CFR Cullen/Frost Bankers Inc.
-1.06%
-$21,197.04 
PB Prosperity Bancshares Inc.
-0.98%
-$14,400 
PH Parker-Hannifin Corporation
-0.86%
-$5,190.6 
PG Procter & Gamble Co
-0.73%
-$3,751.78 
IQLT iShares MSCI International Quality Factor ETF
-0.64%
-$1,397.65 
DFAR Dimensional US Real Estate ETF
-0.61%
-$64,292.91 
DFAT Dimensional US Targeted Value ETF
-0.61%
-$230,570.3 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.61%
-$1,736.73 
JPM JPMorgan Chase & Co.
-0.57%
-$9,716.85 
EFG iShares MSCI EAFE Growth ETF
-0.55%
-$2,382.03 
USRT iShares Core U.S. REIT ETF
-0.55%
-$7,467 
IUSV iShares Core S&P U.S. Value ETF
-0.53%
-$1,555.33 
DFAI Dimensional International Core Equity Market ETF
-0.52%
-$50,949.62 
EFA iShares MSCI EAFE ETF
-0.51%
-$4,449.37 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$36,161.1 
ABBV AbbVie Inc.
-0.49%
-$1,782.9 
COST Costco Wholesale Corporation
-0.49%
-$6,120.86 
DGRO iShares Core Dividend Growth ETF
-0.48%
-$4,063.34 
IEFA iShares Core MSCI EAFE ETF
-0.47%
-$6,872.85 
CSCO Cisco Systems, Inc.
-0.44%
-$1,593.9 
DFIC Dimensional International Core Equity Market ETF
-0.44%
-$230,281.76 
DFAS Dimensional U.S. Small Cap ETF
-0.43%
-$19,547.85 
IJH iShares Core S&P Mid-Cap ETF
-0.39%
-$1,007.72 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.36%
-$1,003.5 
DUHP Dimensional US High Profitability ETF
-0.36%
-$23,653.2 
IJR iShares Core S&P Small-Cap ETF
-0.33%
-$2,480.45 
JCPB JPMorgan Core Plus Bond ETF
-0.31%
-$111,350.87 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.31%
-$963.9 
DFCF Dimensional Core Fixed Income ETF
-0.3%
-$914.75 
QUAL iShares MSCI USA Quality Factor ETF
-0.29%
-$145,703.68 
SABR Sabre Corporation
-0.29%
-$217.67 
AGG iShares Core U.S. Aggregate Bond ETF
-0.28%
-$5,386.43 
VYM Vanguard High Dividend Yield ETF
-0.23%
-$1,380.43 
VTV Vanguard Value ETF
-0.21%
-$2,709.4 
BNDX Vanguard Total International Bond ETF
-0.2%
-$2,078.6 
GLD SPDR Gold Shares
-0.2%
-$1,267.28 
IBMO iShares iBonds Dec 2026 Term ETF
-0.2%
-$2,409.1 
KO The Coca-Cola Company
-0.17%
-$398.93 
IBHH iShares iBonds 2028 Term High Yield ETF
-0.15%
-$754 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.13%
-$303.81 
IXUS iShares Core International Stock ETF
-0.13%
-$1,473.37 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$322.32 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.12%
-$448.52 
MUB iShares National Muni Bond ETF
-0.11%
-$10,220.76 
IBHJ iShares iBonds 2030 High Yield & Income ETF
-0.11%
-$316.18 
IAGG iShares International Aggregate Bond Fund
-0.1%
-$857.15 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.1%
-$217.37 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$192.82 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.08%
-$848.42 
JPIE JPMorgan Income ETF
-0.08%
-$459.41 
IBHK iShares iBonds 2031 Term High Yield and Income ETF
-0.07%
-$220.13 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.06%
-$672.81 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
-0.06%
-$648.5 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.06%
-$19,557.2 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$5,479.71 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.03%
-$65.59 
DFAU Dimensional US Core Equity Market ETF
-0.03%
-$2,445.61 
DFUV Dimensional US Marketwide Value ETF
-0.03%
-$491.32 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$242.94 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$645.58 Events
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Dividends
Dividend Analysis
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| Trades 1264 | Longs Won 882/1264 69% | Profit Factor 14.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $489,125.75 |
| Average Win $156,483.8 | Best Trade (Jul 22) $9.41M | Sharpe Ratio -11.57 |
| Average Loss -$25,702.18 | Worst Trade (Dec 31) -$1.12M | Z-Score 12.3 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 2d | Expectancy $101,424.43 |
| 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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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 - $7.08M, JPMorgan Core Plus Bond ETF - $2.64M, Dimensional International Core Equity Market ETF - $2.54M, JPMorgan Ultra-Short Income ETF - $1.92M, and Vanguard Dividend Appreciation ETF - $1.92M. 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 - $309,323.64, Vanguard Growth ETF - $210,246.02, 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 $26.14M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $2.72M, JPMorgan Core Plus Bond ETF - $2.64M, JPMorgan Ultra-Short Income ETF - $1.91M, Vanguard Total International Bond ETF - $1.67M, 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.
