WFS
Widmann Financial Services Inc. Portfolio
Invests via Widmann Financial Services Inc. | Managed by Jordan Green
Invests via Widmann Financial Services Inc.
Managed by Jordan Green
Automatically Tracked
Company Profile
With a comprehensive suite of financial services, Widmann Financial Services Inc. positions itself as a vital player in the capital markets landscape. The firm specializes in wealth management, retirement planning, and insurance solutions tailored to meet diverse client needs across individual and institutional sectors. Established with a focus on delivering personalized service, it has garnered attention for its commitment to client outcomes and satisfaction. Through strategic alliances and an expansive network of professionals, the organization continuously innovates its offerings while responding adeptly to market changes. As they further cultivate their presence, they are well-poised for growth in an increasingly competitive environment.
With a comprehensive suite of financial services, Widmann Financial Services Inc. positions itself as a vital player in the capital markets landscape. The firm specializes in wealth management, retirement planning, and insurance solutions tailored to meet diverse client needs across individual and institutional sectors. Established with a focus on delivering personalized service, it has garnered attention for its commitment to client outcomes and satisfaction. Through strategic alliances and an expansive network of professionals, the organization continuously innovates its offerings while responding adeptly to market changes. As they further cultivate their presence, they are well-poised for growth in an increasingly competitive environment.
Investment Philosophy & Strategy
Positioned at the intersection of strategy and client engagement, Widmann Financial Services Inc. leverages its expertise to navigate complex capital markets effectively. The firm's approach emphasizes tailored solutions that prioritize sustainable growth for clients by integrating innovative financial strategies with deep market insights. A robust network allows for agility in responding to shifting trends, ensuring they remain competitive while enhancing client relationships. The firm’s investment perspective focuses on aligning long-term objectives with actionable plans that capitalize on emerging opportunities in both individual and institutional spheres.
Positioned at the intersection of strategy and client engagement, Widmann Financial Services Inc. leverages its expertise to navigate complex capital markets effectively. The firm's approach emphasizes tailored solutions that prioritize sustainable growth for clients by integrating innovative financial strategies with deep market insights. A robust network allows for agility in responding to shifting trends, ensuring they remain competitive while enhancing client relationships. The firm’s investment perspective focuses on aligning long-term objectives with actionable plans that capitalize on emerging opportunities in both individual and institutional spheres.
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:
34.79%
Gain +0.42%
Monthly
0.45%
Yearly
5.53%
Drawdown
14.71%
$181.09M
Equity
Holdings
$181.09M
Investment
$132.96M
$47.36M
Profit +$908,101.94
Realized
-$776,430.79
Unrealized
$48.14M
Dividends
$12.18M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.42%
Profit
$908,101.94
Win %
78%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$589,483.31
Win %
78%
This Month
Compared to last month
Gain
0.06%
Profit
$112,332.02
Win %
78%
This Year
Compared to last year
Gain
7.14%
Profit
$12.12M
Win %
78%
GEV GE Vernova Inc.
+3.65%
+$21,408.45 
CEG Constellation Energy Corporation
+2.85%
+$8,237.97 
B BARRICK MINING CORP Common Stock (ABR0)
+2.81%
+$34,844.7 
AMAT Applied Materials, Inc.
+2.64%
+$15,632.7 
T AT&T Inc.
+2.48%
+$39,514.11 
MCHP Microchip Technology Incorporated
+2.48%
+$45,986.2 
VZ Verizon Communications Inc.
+2.46%
+$43,284.78 
JPM JPMorgan Chase & Co.
+2.3%
+$14,526.66 
NUE Nucor Corporation
+2.09%
+$6,550.9 
GIS General Mills, Inc.
+2.01%
+$11,923.8 
PM Philip Morris International Inc.
+2.01%
+$13,529.01 
TGT Target Corporation
+1.94%
+$7,477.8 
TFC Truist Financial Corporation
+1.91%
+$20,159.51 
TSLA Tesla, Inc.
+1.88%
+$31,806.23 
D Dominion Energy, Inc.
+1.81%
+$4,066.81 
TMUS T-Mobile US, Inc.
+1.78%
+$3,714.81 
WELL Welltower Inc.
+1.68%
+$3,632.37 
ACN Accenture plc Class A
+1.64%
+$3,909.98 
GLW Corning Incorporated
+1.62%
+$28,222.48 
IRM Iron Mountain Inc.
+1.61%
+$24,492.5 
UNP Union Pacific Corporation
+1.58%
+$8,262 
DE Deere & Company
+1.55%
+$6,576.96 
BAC Bank of America Corporation
+1.52%
+$5,465.04 
WPC W. P. Carey Inc.
+1.5%
+$5,633.05 
CVS CVS Health Corporation
+1.49%
+$16,156.5 
CAT Caterpillar Inc.
+1.49%
+$58,318.75 
NEE NextEra Energy, Inc.
+1.3%
+$2,782.39 
ABBV AbbVie Inc.
+1.3%
+$25,777.35 
APD Air Products and Chemicals, Inc.
+1.26%
+$11,481.08 
C Citigroup Inc.
+1.24%
+$26,047.42 
IWN iShares Russell 2000 Value ETF
+1.17%
+$10,954.9 
AFL Aflac Inc.
+1.16%
+$3,447.9 
IWS iShares Russell Mid-Cap Value ETF
+1.12%
+$50,108.04 
IR Ingersoll Rand Inc.
+1.11%
+$3,444.93 
JNJ Johnson & Johnson
+1.05%
+$37,925 
V Visa Inc. Class A
+1.05%
+$2,855.71 
IWD iShares Russell 1000 Value ETF
+1.02%
+$83,714.35 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$90,921.87 
PPG PPG Industries Inc.
+0.95%
+$9,987.04 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$4,367.97 
MOO VanEck Agribusiness ETF
+0.9%
+$20,160 
PG Procter & Gamble Co
+0.85%
+$18,351.87 
GE General Electric Company
+0.81%
+$6,976.77 
SO The Southern Company
+0.8%
+$9,477.15 
CVX Chevron Corporation
+0.75%
+$16,916.08 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$7,645.62 
HD The Home Depot, Inc.
+0.73%
+$16,801.63 
MO Altria Group, Inc.
+0.72%
+$9,945.68 
COST Costco Wholesale Corporation
+0.72%
+$2,495.43 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$2,780.51 
CGDV Capital Group Dividend Value ETF
+0.68%
+$16,858.38 
IWO iShares Russell 2000 Growth ETF
+0.68%
+$23,480.4 
DUK Duke Energy Corporation
+0.64%
+$9,061.41 
IYW iShares U.S. Technology ETF
+0.62%
+$2,735.98 
DOW Dow Inc.
+0.61%
+$2,477.01 
CGW Invesco S&P Global Water Index ETF
+0.61%
+$6,362.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$2,072.99 
MAIN Main Street Capital Corporation
+0.6%
+$7,541.99 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$36,606.4 
AEP American Electric Power Company, Inc.
+0.59%
+$2,105.96 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.59%
+$1,253.45 
FDVV Fidelity High Dividend ETF
+0.59%
+$3,575.52 
IVV iShares Core S&P 500 ETF
+0.58%
+$1,487.8 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$13,349.85 
AZZ Azz Inc.
+0.56%
+$2,423.46 
GOOGL Alphabet Inc
+0.56%
+$5,420.03 
CRBN iShares MSCI ACWI Low Carbon Target ETF
+0.53%
+$1,534.3 
CATH Global X S&P 500 Catholic Values ETF
+0.49%
+$4,007.11 
GOOG Alphabet Inc
+0.46%
+$2,963.48 
WMT Walmart Inc.
+0.45%
+$4,009.02 
CSX CSX Corporation
+0.43%
+$1,038.33 
BMY Bristol-Myers Squibb Company
+0.39%
+$1,972.52 
PEP PepsiCo, Inc.
+0.38%
+$4,528.98 
GD General Dynamics Corporation
+0.35%
+$3,666 
AMGN Amgen Inc.
+0.34%
+$1,335.9 
FENI Fidelity Enhanced International ETF
+0.34%
+$761.8 
EFA iShares MSCI EAFE ETF
+0.31%
+$774.72 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$1,188.05 
MMM 3M Company
+0.29%
+$1,851.04 
XOM Exxon Mobil Corporation
+0.29%
+$14,594.16 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$25,188.46 
VUG Vanguard Growth ETF
+0.22%
+$1,280.22 
JHPI John Hancock Preferred Income ETF
+0.2%
+$736.51 
NVDA NVIDIA Corporation
+0.18%
+$4,550.63 
PFE Pfizer Inc.
+0.15%
+$2,194.8 
GWW W.W. Grainger, Inc.
+0.14%
+$1,896.29 
MSFT Microsoft Corp.
+0.13%
+$8,023.08 
ENB Enbridge Inc.
+0.11%
+$317.7 
KO The Coca-Cola Company
+0.1%
+$2,371.68 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$4,244.1 
ORCL Oracle Corporation
+0.05%
+$151.99 
TJX The TJX Companies, Inc.
+0.05%
+$115.2 
IWP iShares Russell Mid-Cap Growth ETF
+0.04%
+$1,719.05 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$356.19 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$355.53 
AZN
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
JCI
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$29,017.24 
ABT Abbott Laboratories
-1.68%
-$4,298.97 
LMT Lockheed Martin Corporation
-1.54%
-$16,071.88 
AAPL Apple Inc.
-1.52%
-$123,669 
MRK Merck & Co., Inc.
-1.41%
-$20,171.85 
AMZN Amazon.com Inc
-1.23%
-$5,576.64 
NFLX Netflix, Inc.
-1.14%
-$2,334.3 
BA Boeing Company
-1.12%
-$10,672.14 
IBM International Business Machines Corporation
-0.97%
-$40,202.34 
AVGO Broadcom Inc.
-0.94%
-$2,425.41 
CSCO Cisco Systems, Inc.
-0.6%
-$4,308.46 
TT Trane Technologies plc
-0.42%
-$4,672.53 
NAD Nuveen Quality Municipal Income Fund
-0.4%
-$829.73 
RPM RPM International Inc.
-0.36%
-$1,052.22 
RTX RTX Corporation
-0.33%
-$9,672.77 
DIS The Walt Disney Company
-0.31%
-$2,832.78 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$5,938.7 
MDT Medtronic plc
-0.21%
-$825.69 
EVTR Eaton Vance Total Return Fund
-0.14%
-$332.5 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$940.41 
LOW Lowe's Companies Inc.
-0.1%
-$346.5 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.03%
-$101.4 
MCD McDonald's Corporation
-0.02%
-$595.44 Events
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Dividends
Dividend Analysis
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| Trades 1769 | Longs Won 885/1769 50% | Profit Factor 5.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $182,220.77 |
| Average Win $66,485.45 | Best Trade (Jun 11) $2.98M | Sharpe Ratio -10.43 |
| Average Loss -$12,987.31 | Worst Trade (Jun 10) -$1.4M | Z-Score 3.57 (99.96%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 4d | Expectancy $26,771.53 |
| 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 | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
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Returns
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