AP
Andy Peters Portfolio
Invests via Goldstein Advisors LLC | Managed by Andy Peters, Kyle Kerkenbush, Jon Goldstein
Invests via Goldstein Advisors LLC
Managed by Andy Peters, Kyle Kerkenbush, Jon Goldstein
Automatically Tracked
Andy Peters Profile
With a dynamic background in technology and innovation, Andy Peters has established himself as a leading figure in the entrepreneurial landscape. His journey encompasses successful ventures that bridge gaps between emerging technologies and market needs. As an operating executive, he has championed initiatives that drive operational excellence while fostering sustainable growth within diverse sectors. Peters' commitment to strategic vision is underscored by his hands-on approach to cultivating partnerships and building teams adept at navigating competitive challenges. With deep insights into consumer behaviors, he continues to shape business strategies that leverage digital transformations for enhanced client engagement.
With a dynamic background in technology and innovation, Andy Peters has established himself as a leading figure in the entrepreneurial landscape. His journey encompasses successful ventures that bridge gaps between emerging technologies and market needs. As an operating executive, he has championed initiatives that drive operational excellence while fostering sustainable growth within diverse sectors. Peters' commitment to strategic vision is underscored by his hands-on approach to cultivating partnerships and building teams adept at navigating competitive challenges. With deep insights into consumer behaviors, he continues to shape business strategies that leverage digital transformations for enhanced client engagement.
Investment Philosophy & Strategy
A seasoned entrepreneur, Andy Peters exhibits a keen eye for identifying transformative market opportunities. His adeptness in technology and innovation informs investment decisions that prioritize high-growth sectors poised for disruption. By leveraging insights gained from his operational roles, he applies an entrepreneurial mindset to catalyze strategic initiatives that not only enhance competitiveness but also yield sustainable returns. The commitment to fostering strong partnerships drives his approach to capital allocation, ensuring alignment with long-term value creation through innovative ventures.
A seasoned entrepreneur, Andy Peters exhibits a keen eye for identifying transformative market opportunities. His adeptness in technology and innovation informs investment decisions that prioritize high-growth sectors poised for disruption. By leveraging insights gained from his operational roles, he applies an entrepreneurial mindset to catalyze strategic initiatives that not only enhance competitiveness but also yield sustainable returns. The commitment to fostering strong partnerships drives his approach to capital allocation, ensuring alignment with long-term value creation through innovative ventures.
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:
31.93%
Gain +0.14%
Monthly
0.88%
Yearly
11.12%
Drawdown
14.17%
$1.01B
Equity
Holdings
$1.01B
Investment
$777.33M
$321.9M
Profit +$1.56M
Realized
$86.59M
Unrealized
$235.31M
Dividends
$45.46M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.14%
Profit
$1.56M
Win %
82%
This Week
Compared To Last Week
Gain
0.15%
Profit
$1.56M
Win %
82%
This Month
Compared to last month
Gain
-0.44%
Profit
-$4.49M
Win %
82%
This Year
Compared to last year
Gain
5.27%
Profit
$56.11M
Win %
82%
ROKU Roku, Inc.
+20.08%
+$68,457 
WDC Western Digital Corporation
+6.36%
+$68,692.9 
KLAC KLA Corporation
+5.55%
+$34,777.57 
TLN Talen Energy Corporation
+4.57%
+$18,557.48 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$18,673.18 
GEV GE Vernova Inc.
+3.73%
+$17,544.65 
PWR Quanta Services Inc.
+3.58%
+$20,146.81 
EFX Equifax Inc.
+2.59%
+$5,059.26 
JPM JPMorgan Chase & Co.
+2.31%
+$30,532.33 
IBKR Interactive Brokers Group Inc.
+2.23%
+$6,680.52 
MTW Manitowoc Company Inc.
+2.05%
+$4,825 
PM Philip Morris International Inc.
+1.95%
+$9,834.58 
D Dominion Energy, Inc.
+1.83%
+$4,173.62 
TSLA Tesla, Inc.
+1.82%
+$13,846.56 
JKHY Jack Henry & Associates, Inc.
+1.8%
+$2,955.54 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$43,006.65 
WFC Wells Fargo & Company
+1.61%
+$4,617.76 
BAC Bank of America Corporation
+1.56%
+$5,069.7 
RSPT Invesco S&P 500 Equal Weight ETF
+1.46%
+$22,888.8 
CAT Caterpillar Inc.
+1.44%
+$4,050.22 
COP ConocoPhillips
+1.4%
+$3,680.64 
ICVT iShares Convertible Bond ETF
+1.35%
+$3,776 
ABBV AbbVie Inc.
+1.32%
+$10,952 
C Citigroup Inc.
+1.27%
+$4,950.86 
SPMO Invesco S&P 500 Momentum ETF
+1.26%
+$385,050.2 
MGEE Mge Energy Inc.
+1.25%
+$9,954.24 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$4,187.34 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$5,086.77 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$3,130.57 
CI The Cigna Group
+1.07%
+$4,632.56 
JNJ Johnson & Johnson
+1.07%
+$9,133.84 
PLD Prologis Inc.
+1.05%
+$3,131.02 
PWV Invesco Large Cap Value ETF
+1.05%
+$3,231.2 
V Visa Inc. Class A
+1.05%
+$6,008.7 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$2,658.42 
JKG iShares Morningstar Mid-Cap ETF
+1%
+$35,518.95 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$6,047.92 
VO Vanguard Mid-Cap ETF
+0.97%
+$13,071.47 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$19,408.46 
USXF iShares ESG Aware MSCI USA ETF
+0.97%
+$3,316.46 
VONV Vanguard Russell 1000 Value Index Fund
+0.97%
+$6,208.74 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$3,504.6 
VTV Vanguard Value ETF
+0.94%
+$5,250.1 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$33,945 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$9,112 
VFLO VictoryShares Free Cash Flow ETF
+0.92%
+$647,138.1 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+0.91%
+$11,975.5 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+0.91%
+$123,634.3 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$4,321.31 
AVDV Avantis International Small Cap Value ETF
+0.89%
+$6,777.4 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$4,411.77 
APH Amphenol Corporation
+0.88%
+$3,699.71 
IWM iShares Russell 2000 ETF
+0.87%
+$6,929.15 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$28,133.28 
JKJ iShares Morningstar Small-Cap ETF
+0.85%
+$23,061.22 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$2,056.32 
DSI iShares MSCI KLD 400 Social ETF
+0.83%
+$3,330.38 
SDY SPDR S&P Dividend ETF
+0.83%
+$3,167.5 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$16,244.25 
ALAI Alger AI Enablers & Adopters ETF
+0.81%
+$238,695.08 
EMEQ Macquarie Focused Emerging Markets Equity ETF
+0.81%
+$150,915.59 
SNPE Xtrackers S&P 500 ESG ETF
+0.8%
+$6,018.3 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.79%
+$2,405 
SO The Southern Company
+0.78%
+$1,700.17 
SIVR abrdn Physical Silver Shares ETF
+0.78%
+$1,651.5 
GE General Electric Company
+0.76%
+$2,077.7 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$6,237.48 
CVX Chevron Corporation
+0.75%
+$1,418.19 
SBUX Starbucks Corporation
+0.74%
+$1,741.16 
KMB Kimberly-Clark Corporation
+0.74%
+$1,655.25 
DEUS Xtrackers Russell US Multifactor ETF
+0.74%
+$12,169 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$28,085.05 
HD The Home Depot, Inc.
+0.73%
+$2,470.44 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$4,536.96 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$52,448.68 
MA Mastercard Incorporated
+0.71%
+$2,644.14 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$4,930.5 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$1,834.04 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$1,878.66 
COST Costco Wholesale Corporation
+0.68%
+$3,822.83 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$7,510.32 
LNT Alliant Energy Corporation
+0.68%
+$9,783.83 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$14,322.18 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.66%
+$7,745.73 
MS Morgan Stanley
+0.65%
+$2,170.73 
DUK Duke Energy Corporation
+0.63%
+$1,729.26 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
+0.63%
+$1,834.2 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$9,973.5 
AVDE Avantis International Equity ETF
+0.59%
+$2,186.25 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$35,393.39 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$734,208.45 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.58%
+$1,927.81 
VGT Vanguard Information Technology ETF
+0.58%
+$2,267.28 
DFIV Dimensional International Value ETF
+0.58%
+$2,277.12 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$12,839.06 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
+0.57%
+$1,746.18 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+0.57%
+$21,447.21 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$12,701.96 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.56%
+$11,338.55 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$1,554.85 
IVV iShares Core S&P 500 ETF
+0.55%
+$14,998.11 
VOO Vanguard S&P 500 ETF
+0.55%
+$2,161.34 
HON Honeywell International Inc.
+0.54%
+$1,097.18 
BTHM iShares U.S. Thematic Rotation Active ETF
+0.54%
+$206,383.6 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$15,289.64 
GOOGL Alphabet Inc
+0.53%
+$14,699.36 
SUSA iShares MSCI USA ESG Select ETF
+0.53%
+$1,567.21 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.51%
+$4,986.86 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.5%
+$418,609.86 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$1,712.2 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$3,729.6 
JKE iShares Morningstar Large-Cap Growth ETF
+0.48%
+$12,462.98 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$22,553.37 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$4,204.8 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$131,654.8 
MSI Motorola Solutions, Inc.
+0.46%
+$1,050.69 
GOOG Alphabet Inc
+0.45%
+$14,089.6 
WMT Walmart Inc.
+0.45%
+$2,069.28 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$4,843.78 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.43%
+$1,153.25 
IXUS iShares Core International Stock ETF
+0.43%
+$91,459.11 
QUS SPDR MSCI USA StrategicFactors ETF
+0.42%
+$8,372.52 
PGR Progressive Corporation
+0.42%
+$1,359.17 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.41%
+$1,050.2 
VLUE iShares MSCI USA Value Factor ETF
+0.41%
+$2,366.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$3,097.74 
FAST Fastenal Co.
+0.39%
+$815.4 
BLCR iShares Large Cap Core ACT ETF
+0.39%
+$87,937.7 
PEP PepsiCo, Inc.
+0.38%
+$1,585.44 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$2,382 
TDY Teledyne Technologies Incorporated
+0.37%
+$899.99 
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$1,193.96 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.35%
+$12,908.03 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$751.01 
QXO Qxo Inc.
+0.3%
+$904.1 
WM Waste Management, Inc.
+0.3%
+$600.61 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.3%
+$1,155.32 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$4,808.65 
SCHF Schwab International Equity ETF
+0.29%
+$1,665.92 
XOM Exxon Mobil Corporation
+0.28%
+$1,894.54 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$84,995.84 
JGRO JPMorgan Active Growth ETF
+0.23%
+$149,245.8 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.2%
+$1,025.46 
ADP Automatic Data Processing Inc.
+0.2%
+$528.01 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.19%
+$402.88 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$2,564.64 
VUG Vanguard Growth ETF
+0.18%
+$4,119.3 
BNDX Vanguard Total International Bond ETF
+0.17%
+$16,770.56 
NVDA NVIDIA Corporation
+0.16%
+$10,425.6 
PYLD PIMCO Multisector Bond Active ETF
+0.15%
+$383.52 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.14%
+$374.99 
BINC iShares Flexible Income Active ETF
+0.13%
+$7,264.6 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.12%
+$13,820.4 
BJ BJ's Wholesale Club Holdings, Inc.
+0.12%
+$236.06 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$1,111.56 
MSFT Microsoft Corp.
+0.1%
+$4,306.29 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+0.1%
+$17,911.48 
CB Chubb Limited
+0.06%
+$193.22 
TJX The TJX Companies, Inc.
+0.04%
+$117.74 
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$120.6 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$3,685.58 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$425.92 
CORO Ishares International Country Rotational Active ETF
+0.03%
+$17,299.14 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$1,404.65 
ORCL Oracle Corporation
+0.02%
+$94.8 
MCD McDonald's Corporation
+0.01%
+$77.98 
03040WBE4
0%
$0 
09257WAE0
0%
$0 
140501AE7
0%
$0 
337932AR8
0%
$0 
37940XAU6
0%
$0 
40637HAD1
0%
$0 
472145AF8
0%
$0 
516544AB9
0%
$0 
682189AU9
0%
$0 
69352PAS2
0%
$0 
842587DZ7
0%
$0 
85571BBA2
0%
$0 
92277GAZ0
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CGSM Capital Group Short Duration Municipal Income ETF
0%
$0 
FLQH Franklin International Core Dividend Tilt Index ETF
0%
$0 
HMOP Hartford Municipal Opportunities ETF
0%
$0 
JCI
0%
$0 
PUSH PGIM Ultra Short Municipal Bond ETF
0%
$0 
YNDX Yandex NV
0%
$0 
ZAPR
0%
$0 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.27%
-$11,427.35 
SE Sea Ltd.
-3.21%
-$7,524 
RKT Rocket Companies, Inc. Class A
-2.68%
-$3,645 
LLY Eli Lilly and Company
-2.41%
-$14,701.67 
SHLD Global X Defense Tech ETF
-2.04%
-$323,816.43 
SHOP Shopify Inc.
-2.02%
-$5,686.5 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$8,263.88 
ABT Abbott Laboratories
-1.64%
-$3,641.19 
AAPL Apple Inc.
-1.52%
-$102,028.5 
LMT Lockheed Martin Corporation
-1.52%
-$3,740.79 
MRK Merck & Co., Inc.
-1.42%
-$6,285.95 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$3,381.2 
MELI MercadoLibre, Inc.
-1.27%
-$3,733.2 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$10,458.59 
AMZN Amazon.com Inc
-1.23%
-$36,330.92 
BA Boeing Company
-1.16%
-$2,884.44 
NFLX Netflix, Inc.
-1.14%
-$4,463.07 
IBM International Business Machines Corporation
-0.95%
-$3,419.13 
AVGO Broadcom Inc.
-0.91%
-$21,493.52 
CSCO Cisco Systems, Inc.
-0.6%
-$2,549.17 
ETN Eaton Corporation plc
-0.57%
-$2,229.75 
MCK McKesson Corporation
-0.4%
-$1,513.49 
RTX RTX Corporation
-0.37%
-$1,497.38 
SU Suncor Energy Inc.
-0.32%
-$1,070.2 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$1,445.76 
DIS The Walt Disney Company
-0.3%
-$915.3 
META Meta Platforms Inc Class A
-0.26%
-$3,845.43 
UBND VictoryShares Core Plus Intermediate Bond Fund
-0.23%
-$84,652.55 
GILD Gilead Sciences Inc.
-0.22%
-$714.84 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.14%
-$582.53 
SYSB iShares Systematic Bond ETF
-0.12%
-$798.93 
LOW Lowe's Companies Inc.
-0.12%
-$341.82 
VHT Vanguard Health Care ETF
-0.12%
-$1,254.94 
TAXF American Century Diversified Municipal Bond ETF
-0.1%
-$21,047 
UITB VictoryShares Core Intermediate Bond ETF
-0.09%
-$348.04 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-0.09%
-$647.7 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.07%
-$397.29 
MUSI American Century Multisector Income ETF
-0.07%
-$241.59 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.04%
-$11,260.04 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$80.42 
IWY iShares Russell Top 200 Growth ETF
0%
-$9.92 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2244 | Longs Won 1750/2244 77% | Profit Factor 16.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $947,186.4 |
| Average Win $195,389.34 | Best Trade (Jun 14) $23.08M | Sharpe Ratio -7.58 |
| Average Loss -$43,230.86 | Worst Trade (Dec 30) -$1.76M | Z-Score 24.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 6d | Expectancy $143,450.26 |
| 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 | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
Hover over the desired column for a detailed explanation.
Returns
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