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:
114.09%
Gain -0.04%
Monthly
1.09%
Yearly
13.92%
Drawdown
22.72%
$621.14M
Equity
Holdings
$621.14M
Investment
$501.09M
$130.29M
Profit +$2,644.52
Realized
$10.24M
Unrealized
$120.05M
Dividends
$28.39M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.04%
Profit
$2,644.52
Win %
79%
This Week
Compared To Last Week
Gain
0.42%
Profit
$2.61M
Win %
79%
This Month
Compared to last month
Gain
0.74%
Profit
$4.57M
Win %
79%
This Year
Compared to last year
Gain
0.74%
Profit
$4.57M
Win %
75%
AMD Advanced Micro Devices Inc.
+2.91%
+$5,495.39 
AVGO Broadcom Inc.
+2.47%
+$19,140.73 
TSLA Tesla, Inc.
+2.47%
+$6,495.28 
GEV GE Vernova Inc.
+2.12%
+$6,132.51 
RIO Rio Tinto plc ADR
+1.84%
+$3,658.56 
CAT Caterpillar Inc.
+1.56%
+$3,575.55 
WMB The Williams Companies, Inc.
+1.42%
+$3,541.34 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.41%
+$4,748.12 
CMC Commercial Metals Company
+1.39%
+$13,343.49 
NVS Novartis AG Sponsored ADR
+1.31%
+$11,014.8 
MU Micron Technology Inc.
+0.99%
+$1,882.12 
ILCB iShares MSCI USA ETF
+0.63%
+$3,284.16 
JPM JPMorgan Chase & Co.
+0.6%
+$10,803.66 
LLY Eli Lilly and Company
+0.59%
+$4,070.91 
GLD SPDR Gold Shares
+0.56%
+$3,552.63 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.51%
+$24,455.47 
EFG iShares MSCI EAFE Growth ETF
+0.5%
+$2,113.38 
JNJ Johnson & Johnson
+0.46%
+$4,433.69 
XLK State Street Technology Select Sector SPDR ETF
+0.45%
+$1,105.55 
IXUS iShares Core MSCI Total International Stock ETF
+0.44%
+$4,834.89 
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF
+0.41%
+$1,408.53 
GOOGL Alphabet Inc
+0.36%
+$1,433.98 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
+0.34%
+$899.81 
PH Parker-Hannifin Corporation
+0.33%
+$1,932.01 
IQLT iShares MSCI Intl Quality Factor ETF
+0.32%
+$720.64 
GRFS Grifols S.A. ADR
+0.32%
+$2,161.65 
DFAI Dimensional International Core Equity Market ETF
+0.32%
+$33,573.15 
SLV iShares Silver Trust
+0.31%
+$1,328.25 
DFIC Dimensional International Core Equity 2 ETF
+0.29%
+$180,462.59 
IEFA iShares Core MSCI EAFE ETF
+0.29%
+$4,383.68 
IWF iShares Russell 1000 Growth ETF
+0.28%
+$4,562.46 
VWO Vanguard FTSE Emerging Markets ETF
+0.27%
+$64,015 
EFA iShares MSCI EAFE ETF
+0.27%
+$2,361.97 
MGK Vanguard Mega Cap Growth ETF
+0.25%
+$1,076.46 
IVW iShares S&P 500 Growth ETF
+0.24%
+$678.48 
QQQ Invesco QQQ Trust, Series 1
+0.22%
+$4,483.77 
AMZN Amazon.com Inc
+0.19%
+$2,890.99 
VUG Vanguard Morningstar Growth ETF
+0.17%
+$17,356.05 
IUSG iShares Core S&P U.S. Growth ETF
+0.17%
+$69,156.97 
AAPL Apple Inc.
+0.14%
+$7,162.33 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.13%
+$622.55 
GOOG Alphabet Inc
+0.1%
+$1,245.75 
DFUS Dimensional U.S. Equity Market ETF
+0.08%
+$62,248.83 
FFIN First Financial Bankshares Inc.
+0.08%
+$285.27 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
+0.08%
+$249.07 
VV Vanguard Morningstar Large-Cap ETF
+0.08%
+$1,013.58 
VYM Vanguard High Dividend Yield ETF
+0.07%
+$457.75 
WFC Wells Fargo & Company
+0.07%
+$162.9 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.07%
+$584.89 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.07%
+$647.24 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$772.68 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.06%
+$337.74 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.06%
+$3,107.3 
DFGX Dimensional Global ex U.S. Core Fixed Income ETF
+0.05%
+$113.72 
IBMR iShares iBonds Dec 2029 Term Muni Bond ETF
+0.04%
+$481.03 
VTI Vanguard Total Stock Market ETF
+0.04%
+$716.56 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.03%
+$816.98 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$4,223.34 
VOO Vanguard S&P 500 ETF
+0.03%
+$695.1 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.03%
+$87.9 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.03%
+$185.21 
IVV iShares Core S&P 500 ETF
+0.03%
+$358.41 
IBHG iShares iBonds 2027 Term High Yield and Income ETF
+0.02%
+$222.12 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.02%
+$259.07 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.02%
+$132.78 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.02%
+$248.48 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$247.17 
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF
+0.02%
+$266.75 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
+0.02%
+$128.54 
DFAS Dimensional U.S. Small Cap ETF
+0.02%
+$1,165.17 
DFUV Dimensional US Marketwide Value ETF
+0.02%
+$327.55 
SPY State Street SPDR S&P 500 ETF Trust
+0.02%
+$1,798.92 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$144.01 
BNDX Vanguard Total International Bond ETF
+0.01%
+$58.75 
DFNM Dimensional National Municipal Bond ETF
+0.01%
+$212.56 
JCPB JPMorgan Core Plus Bond ETF
+0.01%
+$4,038.62 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$102.07 
DFAU Dimensional U.S. Core Equity Market ETF
+0.01%
+$811.29 
IBHH iShares iBonds 2028 Term High Yield and Income ETF
+0.01%
+$50.5 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$218.74 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
IAGG iShares Core International Aggregate Bond ETF
0%
$0 
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF
0%
$0 OKE
OKE
0%
$0 2523
25239Y147
0%
$0 
SABR Sabre Corporation
-2.62%
-$1,867.61 
META Meta Platforms Inc Class A
-1.34%
-$4,135.6 
TJX The TJX Companies, Inc.
-1.34%
-$3,106.56 
IBM International Business Machines Corporation
-1.04%
-$2,618.88 
COP ConocoPhillips
-0.96%
-$2,610.48 
LOW Lowe's Companies, Inc.
-0.96%
-$2,538.4 
XOM ExxonMobil Holdings Corporation
-0.96%
-$62,765.62 
V Visa Inc. Class A
-0.95%
-$3,493.3 
MA Mastercard Inc. Class A Common Stock
-0.93%
-$4,005.76 
COST Costco Wholesale Corp
-0.85%
-$13,613.83 
WMT Walmart Inc.
-0.78%
-$49,937.5 
GILD Gilead Sciences Inc.
-0.73%
-$1,605.44 
CVX Chevron Corporation
-0.68%
-$6,209.38 
MSFT Microsoft Corporation Common Stock
-0.65%
-$17,844.65 
BRK-B Berkshire Hathaway Inc.
-0.63%
-$13,306.65 
LMT Lockheed Martin Corporation
-0.59%
-$3,336.09 
USRT iShares Core U.S. REIT ETF
-0.56%
-$13,140.68 
QUAL iShares MSCI USA Quality Factor ETF
-0.53%
-$305,193.35 
PG The Procter & Gamble Company
-0.5%
-$2,755.2 
CFR Cullen/Frost Bankers, Inc.
-0.44%
-$8,711.5 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.37%
-$1,082.1 
JQUA JPMorgan U.S. Quality Factor ETF
-0.34%
-$6,462.56 
EPD Enterprise Products Partners L.P.
-0.31%
-$1,053.38 
KMI Kinder Morgan Inc.
-0.25%
-$1,037 
PB Prosperity Bancshares, Inc.
-0.22%
-$2,170 
RF Regions Financial Corp.
-0.21%
-$988.92 
MLM Martin Marietta Materials, Inc.
-0.2%
-$529.24 
DGRO iShares Core Dividend Growth ETF
-0.19%
-$1,674.93 
ABBV AbbVie Inc.
-0.19%
-$777.88 
XLF State Street Financial Select Sector SPDR ETF
-0.19%
-$493.39 
NVDA NVIDIA Corporation
-0.16%
-$2,984.52 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.16%
-$343.6 
AMLP Alerian MLP ETF
-0.15%
-$858.32 
VTV Vanguard Morningstar Value ETF
-0.13%
-$1,918.5 
IUSV iShares Core S&P U.S. Value ETF
-0.11%
-$329.5 
VIG Vanguard Dividend Appreciation ETF
-0.1%
-$7,185.12 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.09%
-$842.92 
IJH iShares Core S&P Mid-Cap ETF
-0.08%
-$486.54 
BINC iShares Flexible Income Active ETF
-0.08%
-$5,703.2 
JMUB JPMorgan Municipal ETF
-0.07%
-$8,611.58 
MUB iShares National Muni Bond ETF
-0.06%
-$10,649.01 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.06%
-$19,654.67 
KO The Coca-Cola Company
-0.04%
-$119.8 
DFAT Dimensional U.S. Targeted Value ETF
-0.04%
-$17,952.39 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$4,953.57 
JPIE JPMorgan Income ETF
-0.03%
-$175.95 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.02%
-$129.86 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.02%
-$236.34 
JMST JPMorgan Ultra-Short Municipal Income ETF
-0.01%
-$1,102.71 Events
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Dividends
Dividend Analysis
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| Trades 1494 | Longs Won 1037/1494 69% | Profit Factor 11.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $471,108.76 |
| Average Win $138,160.83 | Best Trade (Oct 21) $10.6M | Sharpe Ratio -11.14 |
| Average Loss -$28,417.38 | Worst Trade (Dec 31) -$1.12M | Z-Score 13.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 6d | Expectancy $87,206.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2523 25239Y147 | 430,599 | $10,403.27 | $10,403.27 | - | - | - | 0.0 |
| AAPL Apple Inc. | 15,239 | $2.99M | $5.25M | - | $2.26M | 75.35% | +0.137% |
| ABBV AbbVie Inc. | 1,454 | $315,200.83 | $416,142.07 | - | $100,941.24 | 32.02% | -0.187% |
| AGG iShares Core U.S. Aggregate Bond ETF | 123,830 | $11.88M | $11.89M | - | $11,408.98 | 0.1% | -0.042% |
| AMD Advanced Micro Devices Inc. | 355 | $217,174.8 | $194,099.8 | - | -$23,075 | -10.63% | +2.914% |
| AMLP Alerian MLP ETF | 10,729 | $564,774.56 | $571,211.96 | - | $6,437.4 | 1.14% | -0.15% |
| AMZN Amazon.com Inc | 6,151 | $1.23M | $1.54M | - | $303,989.31 | 24.69% | +0.189% |
| AVGO Broadcom Inc. | 2,350 | $729,081.77 | $792,690.25 | - | $63,608.48 | 8.72% | +2.474% |
| BINC iShares Flexible Income Active ETF | 142,580 | $7.24M | $7.22M | - | -$22,812.8 | -0.32% | -0.079% |
| BNDX Vanguard Total International Bond ETF | 10,491 | $527,487.48 | $495,653.59 | - | -$31,833.89 | -6.04% | +0.012% |
| BRK-B Berkshire Hathaway Inc. | 3,857 | $1.34M | $2.1M | - | $766,040.01 | 57.32% | -0.629% |
| CAT Caterpillar Inc. | 330 | $241,633.48 | $231,978.45 | - | -$9,655.03 | -4% | +1.565% |
| CFR Cullen/Frost Bankers, Inc. | 12,445 | $1.63M | $1.96M | - | $333,935.08 | 20.48% | -0.441% |
| CMC Commercial Metals Company | 15,426 | $947,619.18 | $976,234.41 | - | $28,615.23 | 3.02% | +1.386% |
| COP ConocoPhillips | 1,788 | $223,768.2 | $268,039.08 | - | $44,270.88 | 19.78% | -0.965% |
| COST Costco Wholesale Corp | 1,596 | $1.01M | $1.59M | - | $575,895.21 | 56.75% | -0.849% |
| CVX Chevron Corporation | 3,930 | $538,225.35 | $905,589.9 | - | $367,364.55 | 68.25% | -0.681% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 786,187 | $24.73M | $35.37M | - | $10.65M | 43.06% | -0.056% |
| DFAI Dimensional International Core Equity Market ETF | 258,255 | $6.94M | $10.7M | - | $3.76M | 54.2% | +0.315% |
| DFAS Dimensional U.S. Small Cap ETF | 77,678 | $5.28M | $6.14M | - | $853,381.41 | 16.16% | +0.019% |
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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 - $7.23M, ExxonMobil Holdings Corporation - $3.41M, JPMorgan Core Plus Bond ETF - $2.87M, Dimensional International Core Equity 2 ETF - $2.82M, and Dimensional US High Profitability ETF - $2.82M. 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 - $215,885.4, Vanguard Morningstar Growth ETF - $203,676.31, Sabre Corporation - $168,311.7, CVS Health Corporation Common Stock - $147,381.93, and Vanguard FTSE All-World ex-US Index Fund ETF Shares - $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 $28.39M earned over time. The largest contributors to dividend income include Dimensional International Core Equity 2 ETF - $3M, JPMorgan Core Plus Bond ETF - $2.91M, JPMorgan Ultra-Short Income ETF - $2M, Vanguard Total International Bond ETF - $1.68M, and Dimensional U.S. Core Equity 2 ETF - $1.58M. 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.
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