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:
2.23%
Gain
Monthly
0.07%
Yearly
0.87%
Drawdown
37.74%
$336.3M
Equity
Holdings
$336.3M
Investment
$267.52M
$71.4M
Profit -$400,963.59
Realized
$2.62M
Unrealized
$68.78M
Dividends
$7.38M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$400,963.59
Win %
82%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$745,285.27
Win %
82%
This Month
Compared to last month
Gain
0.39%
Profit
$1.32M
Win %
82%
This Year
Compared to last year
Gain
12.11%
Profit
$36.06M
Win %
80%
NHC National HealthCare Corporation
+5.02%
+$13,708.08 
PM Philip Morris International Inc.
+2.88%
+$14,765.14 
MCD McDonald's Corporation
+2.83%
+$6,014.47 
T AT&T Inc.
+2.75%
+$10,516.16 
MO Altria Group, Inc.
+2.36%
+$6,489.82 
MA Mastercard Incorporated
+2.21%
+$15,961.95 
WMT Walmart Inc.
+2.17%
+$13,403.49 
V Visa Inc. Class A
+1.83%
+$5,044 
HD The Home Depot, Inc.
+1.77%
+$6,390.32 
PG Procter & Gamble Co
+1.77%
+$11,435.4 
VHT Vanguard Health Care ETF
+1.67%
+$424,971.25 
MSFT Microsoft Corp.
+1.59%
+$25,353.62 
USB U.S. Bancorp
+1.58%
+$4,385.96 
AVUV Avantis U.S. Small Cap Value ETF
+1.34%
+$272,773.62 
LLY Eli Lilly and Company
+1.25%
+$16,446.15 
XOM Exxon Mobil Corporation
+1.04%
+$3,999 
AAPL Apple Inc.
+0.9%
+$27,207.98 
EMR Emerson Electric Co.
+0.86%
+$2,046.33 
AEE Ameren Corporation
+0.57%
+$3,978.91 
VIG Vanguard Dividend Appreciation ETF
+0.55%
+$121,561.45 
VYM Vanguard High Dividend Yield ETF
+0.37%
+$1,230.15 
AMZN Amazon.com Inc
+0.34%
+$3,298.96 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.33%
+$38,498.32 
GOOG Alphabet Inc
+0.12%
+$792.14 
GOOGL Alphabet Inc
+0.11%
+$379.24 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$352.26 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$210.26 
ELV Elevance Health, Inc.
-3.08%
-$14,887.3 
NVDA NVIDIA Corporation
-2.52%
-$57,544.6 
VGT Vanguard Information Technology ETF
-2.05%
-$457,767.36 
META Meta Platforms Inc Class A
-1.87%
-$6,188.6 
TSLA Tesla, Inc.
-1.57%
-$26,648.16 
VBK Vanguard Small-Cap Growth ETF
-1.24%
-$8,599.95 
VOOG Vanguard S&P 500 Growth ETF
-1.21%
-$379,592.34 
MGK Vanguard Mega Cap Growth ETF
-0.98%
-$217,266.87 
VUG Vanguard Growth ETF
-0.93%
-$3,002.46 
BA Boeing Company
-0.86%
-$4,020.5 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.44%
-$103,686.66 
VOO Vanguard S&P 500 ETF
-0.37%
-$112,638.67 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$1,385.57 
NEE NextEra Energy, Inc.
-0.28%
-$691.25 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.26%
-$569.76 
VO Vanguard Mid-Cap ETF
-0.17%
-$24,838.92 
FMB First Trust Managed Municipal Fund
-0.15%
-$383.92 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.15%
-$2,749.88 
MUB iShares National Muni Bond ETF
-0.14%
-$309.38 
BDEC Innovator U.S. Equity Buffer ETF
-0.12%
-$391.3 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$2,758.79 
DFNM Dimensional National Municipal Bond ETF
-0.11%
-$15,231.86 
BND Vanguard Total Bond Market Index Fund
-0.09%
-$1,905.61 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$9,262.95 Events
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Dividends
Dividend Analysis
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| Trades 419 | Longs Won 320/419 76% | Profit Factor 115.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $878,484.13 |
| Average Win $225,079.91 | Best Trade (Jul 15) $9.36M | Sharpe Ratio -50.36 |
| Average Loss -$6,311.9 | Worst Trade (Jul 10) -$189,912.82 | Z-Score 11.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 6d | Expectancy $170,407.38 |
| 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 | 52,632 | 47,368 | 42,105 | 36,842 | 31,579 | 26,316 | 21,053 | 15,789 | 10,526 | 5,263 |
Hover over the desired column for a detailed explanation.
Returns
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