Stacey Cheek Portfolio
Invests via Wheelhouse Advisory Group LLC | Managed by Stacey Cheek, Rishi Ghosh
Invests via Wheelhouse Advisory Group LLC
Managed by Stacey Cheek, Rishi Ghosh
Automatically Tracked
Stacey Cheek Profile
Operator and investor focused on corporate strategy, M&A and board governance. Stacey Cheek brings cross-functional operating and capital-markets experience supporting growth-stage companies and strategic transactions. Active in advising management teams on fundraising, operational scale-up and investor relations; communicates effectively with institutional investors and private equity sponsors.
Operator and investor focused on corporate strategy, M&A and board governance. Stacey Cheek brings cross-functional operating and capital-markets experience supporting growth-stage companies and strategic transactions. Active in advising management teams on fundraising, operational scale-up and investor relations; communicates effectively with institutional investors and private equity sponsors.
Investment Philosophy & Strategy
Operates with a governance-first, value-creation orientation focused on growth-stage companies undergoing strategic transactions and scaling initiatives. Prioritizes capital deployed into businesses with clear go-to-market traction, predictable unit economics and visible path to profitability. Employs active board engagement, disciplined M&A underwriting and investor-aligned capital structures to balance upside capture and downside protection. Decision-making is data-driven, collaborative with founders and oriented to medium-term operational value creation and investor exits.
Operates with a governance-first, value-creation orientation focused on growth-stage companies undergoing strategic transactions and scaling initiatives. Prioritizes capital deployed into businesses with clear go-to-market traction, predictable unit economics and visible path to profitability. Employs active board engagement, disciplined M&A underwriting and investor-aligned capital structures to balance upside capture and downside protection. Decision-making is data-driven, collaborative with founders and oriented to medium-term operational value creation and investor exits.
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:
68.97%
Gain +0.37%
Monthly
1.58%
Yearly
20.69%
Drawdown
20.9%
$360.71M
Equity
Holdings
$360.71M
Investment
$287.1M
$76.02M
Profit +$792,480.33
Realized
$2.41M
Unrealized
$73.61M
Dividends
$9.02M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.37%
Profit
$792,480.33
Win %
74%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$1.99M
Win %
74%
This Month
Compared to last month
Gain
0.96%
Profit
$3.43M
Win %
74%
This Year
Compared to last year
Gain
2.29%
Profit
$7.59M
Win %
72%
LLY Eli Lilly and Company
+5.23%
+$58,054.32 
HD The Home Depot, Inc.
+3.44%
+$11,787.02 
NHC National HealthCare Corporation
+3.2%
+$11,843.27 
T AT&T Inc.
+2.86%
+$12,316.15 
VHT Vanguard Health Care ETF
+2.44%
+$706,963 
WMT Walmart Inc.
+2.34%
+$15,881.53 
MCD McDonald's Corporation
+2.29%
+$4,392.41 
V Visa Inc. Class A
+2.13%
+$6,487.96 
MA Mastercard Incorporated
+1.99%
+$18,219.17 
USB U.S. Bancorp
+1.8%
+$4,476.15 
MQY BlackRock MuniYield Quality Fund, Inc.
+1.66%
+$2,855.16 
JNJ Johnson & Johnson
+1.35%
+$12,339.36 
DE Deere & Company
+1.16%
+$2,604.08 
MSFT Microsoft Corp.
+1.14%
+$24,978.05 
MO Altria Group, Inc.
+1.09%
+$3,274.61 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.04%
+$121,471.74 
BA Boeing Company
+1.03%
+$4,658.8 
PG Procter & Gamble Co
+1.02%
+$7,209.6 
NEE NextEra Energy, Inc.
+0.95%
+$2,208.93 
FMB First Trust Managed Municipal Fund
+0.87%
+$1,699.71 
VIG Vanguard Dividend Appreciation ETF
+0.85%
+$195,330.66 
VTEB Vanguard Tax-Exempt Bond ETF
+0.79%
+$18,148.12 
ELV Elevance Health, Inc.
+0.7%
+$3,711 
AVUV Avantis U.S. Small Cap Value ETF
+0.63%
+$122,109.75 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.58%
+$12,390.02 
DFNM Dimensional National Municipal Bond ETF
+0.57%
+$84,365.13 
BND Vanguard Total Bond Market Index Fund
+0.56%
+$13,291.35 
VYM Vanguard High Dividend Yield ETF
+0.44%
+$1,453.24 
AAPL Apple Inc.
+0.33%
+$10,780.87 
VO Vanguard Mid-Cap ETF
+0.32%
+$48,327.86 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.19%
+$69,411.96 
BDEC Innovator U.S. Equity Buffer ETF
+0.08%
+$261.27 
VBK Vanguard Small-Cap Growth ETF
+0.07%
+$452.87 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$130.45 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,455.76 
GOOGL Alphabet Inc
+0.01%
+$46.25 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$3,626.16 
AMAT Applied Materials, Inc.
-4.26%
-$8,606.08 
SMH VanEck Semiconductor ETF
-2.48%
-$6,692 
NVDA NVIDIA Corporation
-2.36%
-$57,815.05 
TSLA Tesla, Inc.
-1.99%
-$31,607.72 
PM Philip Morris International Inc.
-1.6%
-$9,055.2 
VGT Vanguard Information Technology ETF
-1.31%
-$304,013.08 
XOM Exxon Mobil Corporation
-1.08%
-$6,775.66 
QQQ Invesco QQQ Trust, Series 1
-0.86%
-$2,164.87 
EMR Emerson Electric Co.
-0.73%
-$2,054.52 
MGK Vanguard Mega Cap Growth ETF
-0.68%
-$160,386.03 
VUG Vanguard Growth ETF
-0.62%
-$2,270.8 
VOOG Vanguard S&P 500 Growth ETF
-0.57%
-$187,951.88 
AMZN Amazon.com Inc
-0.53%
-$5,916.65 
META Meta Platforms Inc Class A
-0.47%
-$1,664.67 
AEE Ameren Corporation
-0.45%
-$2,963.53 
GOOG Alphabet Inc
-0.09%
-$587.57 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.07%
-$15,872.07 
VOO Vanguard S&P 500 ETF
-0.06%
-$19,770.53 Events
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Dividends
Dividend Analysis
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| Trades 469 | Longs Won 336/469 71% | Profit Factor 31.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $893,728.59 |
| Average Win $233,622.13 | Best Trade (Oct 14) $10.12M | Sharpe Ratio -45.09 |
| Average Loss -$18,591.63 | Worst Trade (Dec 30) -$326,130.93 | Z-Score 11.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 3d | Expectancy $162,098.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,583 | $2.08M | $3.3M | - | $1.22M | 58.37% | +0.328% |
| AEE Ameren Corporation | 6,239 | $458,443.69 | $649,511.09 | - | $191,067.4 | 41.68% | -0.454% |
| AMAT Applied Materials, Inc. | 452 | $326,657 | $193,270.68 | - | -$133,386.32 | -40.83% | -4.263% |
| AMZN Amazon.com Inc | 4,399 | $877,402.61 | $1.11M | - | $234,378.65 | 26.71% | -0.529% |
| AVUV Avantis U.S. Small Cap Value ETF | 162,813 | $17.99M | $19.53M | - | $1.54M | 8.57% | +0.629% |
| BA Boeing Company | 2,452 | $534,616.31 | $457,445.12 | - | -$77,171.19 | -14.43% | +1.029% |
| BDEC Innovator U.S. Equity Buffer ETF | 6,020 | $288,965 | $331,641.8 | - | $42,676.8 | 14.77% | +0.079% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 72,788 | $6.66M | $6.66M | - | $962.06 | 0.01% | +0.022% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 29,153 | $2.24M | $2.14M | - | -$98,686.87 | -4.4% | +0.582% |
| BND Vanguard Total Bond Market Index Fund | 33,649 | $2.47M | $2.38M | - | -$90,520.33 | -3.66% | +0.561% |
| DE Deere & Company | 344 | $217,985 | $226,334.8 | - | $8,349.8 | 3.83% | +1.164% |
| DFNM Dimensional National Municipal Bond ETF | 318,359 | $15.27M | $14.87M | - | -$396,037.95 | -2.59% | +0.571% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 771,244 | $36.85M | $36.09M | - | -$764,942.24 | -2.08% | +0.193% |
| ELV Elevance Health, Inc. | 1,237 | $399,698.82 | $533,258.33 | - | $133,559.51 | 33.42% | +0.701% |
| EMR Emerson Electric Co. | 1,756 | $173,560.04 | $280,801.96 | - | $107,241.92 | 61.79% | -0.726% |
| FMB First Trust Managed Municipal Fund | 4,045 | $208,991.31 | $196,911.41 | - | -$12,079.9 | -5.78% | +0.871% |
| GOOG Alphabet Inc | 1,860 | $343,173.53 | $638,601.43 | - | $295,427.9 | 86.09% | -0.092% |
| GOOGL Alphabet Inc | 925 | $290,310.72 | $321,613.25 | - | $31,302.53 | 10.78% | +0.014% |
| HD The Home Depot, Inc. | 1,159 | $394,881.9 | $354,283.12 | - | -$40,598.78 | -10.28% | +3.442% |
| JNJ Johnson & Johnson | 3,608 | $916,197 | $928,446.64 | - | $12,249.64 | 1.34% | +1.347% |
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FAQ
Which stocks have generated the highest profits for Stacey Cheek?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Short-Duration Fixed Income ETF - $1.44M, Avantis U.S. Small Cap Equity ETF - $1.24M, Vanguard Health Care ETF - $790,149.73, Vanguard Dividend Appreciation ETF - $756,827.44, and iShares 0-3 Month Treasury Bond ETF - $751,036.52. 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: Oracle Corporation - $324,242.43, Nike, Inc. - Class B - $58,695.68, NextEra Energy, Inc - $23,872.76, Costco Wholesale Corporation - $16,188.24, and Bear Family of Funds, Inc - $10,234. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stacey Cheek's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.02M earned over time. The largest contributors to dividend income include Dimensional Short-Duration Fixed Income ETF - $1.44M, Vanguard Health Care ETF - $790,149.73, Vanguard Dividend Appreciation ETF - $756,827.44, iShares 0-3 Month Treasury Bond ETF - $751,036.52, and Vanguard S&P 500 ETF - $726,998.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stacey Cheek's monthly returns?
Stacey Cheek'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 Stacey Cheek's strategy be considered aggressive or moderate?
Stacey Cheek'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 Stacey Cheek's strategy?
Stacey Cheek'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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