Scott Williams Portfolio
Invests via Investmark Advisory Group LLC | Managed by Nicholas T. Christie, Jay M. Diamond, Drew N. Bowman
Invests via Investmark Advisory Group LLC
Managed by Nicholas T. Christie, Jay M. Diamond, Drew N. Bowman
Automatically Tracked
Scott Williams Profile
With a diverse background in technology and entrepreneurship, Scott Williams has cultivated significant expertise in launching high-growth ventures. His career has been marked by leading innovative startups, where he successfully combined product development with market insights to drive rapid scalability. Drawing from years of operational experience, he brings a unique perspective to investment opportunities within the tech sector. Notably, his involvement extends into strategic partnerships that enhance growth trajectories for emerging businesses. Through an eye for consumer needs and market trends, Scott contributes substantially to shaping competitive offerings.
With a diverse background in technology and entrepreneurship, Scott Williams has cultivated significant expertise in launching high-growth ventures. His career has been marked by leading innovative startups, where he successfully combined product development with market insights to drive rapid scalability. Drawing from years of operational experience, he brings a unique perspective to investment opportunities within the tech sector. Notably, his involvement extends into strategic partnerships that enhance growth trajectories for emerging businesses. Through an eye for consumer needs and market trends, Scott contributes substantially to shaping competitive offerings.
Investment Philosophy & Strategy
In the evolving landscape of technology investments, Scott Williams stands out for his proactive engagement with innovative ventures. His entrepreneurial journey equips him with insights into identifying scalable opportunities within fast-paced markets. Leveraging operational expertise, he excels in orchestrating growth strategies that align product offerings with emerging consumer demands. With a focus on disruptive technologies and strategic collaborations, this approach amplifies competitive advantages while fostering long-term value creation for portfolio companies.
In the evolving landscape of technology investments, Scott Williams stands out for his proactive engagement with innovative ventures. His entrepreneurial journey equips him with insights into identifying scalable opportunities within fast-paced markets. Leveraging operational expertise, he excels in orchestrating growth strategies that align product offerings with emerging consumer demands. With a focus on disruptive technologies and strategic collaborations, this approach amplifies competitive advantages while fostering long-term value creation for portfolio companies.
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:
107.84%
Gain -0.27%
Monthly
1.14%
Yearly
14.54%
Drawdown
24.5%
$268.6M
Equity
Holdings
$268.6M
Investment
$188.43M
$86.07M
Profit -$275,088.55
Realized
$5.9M
Unrealized
$80.17M
Dividends
$18.73M
Goals
Avg. 69% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.27%
Profit
-$275,088.55
Win %
79%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$275,088.55
Win %
79%
This Month
Compared to last month
Gain
0.98%
Profit
$2.6M
Win %
79%
This Year
Compared to last year
Gain
1.91%
Profit
$5.03M
Win %
78%
NFLX Netflix, Inc.
+2.59%
+$9,746.85 
MU Micron Technology, Inc.
+1.94%
+$12,546.6 
FSCO FS Credit Opportunities Corp.
+1.69%
+$7,378.51 
BDC Belden Inc.
+1.48%
+$8,662.87 
PDI Pimco Dynamic Income Fund
+1.4%
+$2,761.2 
GIS General Mills, Inc.
+1.28%
+$34,995.98 
AMD Advanced Micro Devices, Inc.
+1.18%
+$7,330.78 
ICLN iShares Global Clean Energy ETF
+0.95%
+$1,850.72 
FSK FS KKR Capital Corp.
+0.85%
+$15,472.93 
MCD McDonald's Corporation
+0.84%
+$2,038.96 
META Meta Platforms Inc Class A
+0.66%
+$4,507.4 
HD The Home Depot, Inc.
+0.56%
+$19,560.12 
IXN iShares Global Tech ETF
+0.55%
+$1,509.03 
TAN Invesco Solar ETF
+0.51%
+$807.4 
T AT&T Inc.
+0.48%
+$17,021.28 
DRIV Global X Autonomous & Electric Vehicles ETF
+0.46%
+$1,162.51 
XLI Industrial Select Sector SPDR Fund
+0.41%
+$868.7 
HUM Humana Inc.
+0.4%
+$928.45 
HYT BlackRock Corporate High Yield Fund, Inc.
+0.39%
+$1,313.43 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.38%
+$918.18 
KQQQ Kurv Tech Titans Select ETF
+0.38%
+$1,456.18 
VLUE iShares MSCI USA Value Factor ETF
+0.32%
+$906.23 
PSA Public Storage Common Stock
+0.31%
+$810.47 
IWP iShares Russell Mid-Cap Growth ETF
+0.3%
+$2,504.94 
QCOM QUALCOMM Incorporated
+0.28%
+$15,900.53 
IVT InvenTrust Properties Corp.
+0.26%
+$542.24 
XLK State Street Technology Select Sector SPDR ETF
+0.26%
+$3,367 
CGXU Capital Group International Focus Equity ETF
+0.25%
+$6,634.85 
WPC W. P. Carey Inc.
+0.23%
+$5,471.85 
NVDA NVIDIA Corporation
+0.22%
+$8,232.42 
CGGR Capital Group Growth ETF
+0.22%
+$21,500.43 
FREL Fidelity MSCI Real Estate Index ETF
+0.22%
+$1,249.5 
CGUS Capital Group Core Equity ETF
+0.21%
+$734.63 
AHR American Healthcare REIT, Inc.
+0.2%
+$842.94 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.2%
+$7,867.17 
IWF iShares Russell 1000 Growth ETF
+0.19%
+$4,862.39 
DUHP Dimensional US High Profitability ETF
+0.18%
+$5,582.25 
O Realty Income Corporation
+0.17%
+$592.23 
QQQ Invesco QQQ Trust, Series 1
+0.16%
+$5,429.91 
FBCG Fidelity Blue Chip Growth Fund
+0.16%
+$1,370.8 
CGDV Capital Group Dividend Value ETF
+0.14%
+$317.45 
DFGR Dimensional Global Real Estate ETF
+0.13%
+$480.69 
BX Blackstone Inc.
+0.12%
+$407.96 
FTEC Fidelity MSCI Information Technology Index ETF
+0.12%
+$610.92 
AVEM Avantis Emerging Markets Equity ETF
+0.09%
+$640.16 
RTX RTX Corporation
+0.08%
+$389.4 
VBK Vanguard Small-Cap Growth ETF
+0.08%
+$992.42 
C Citigroup Inc.
+0.07%
+$216 
DFAE Dimensional Emerging Core Equity Market ETF
+0.04%
+$918.87 
VYM Vanguard High Dividend Yield ETF
+0.02%
+$509.18 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.02%
+$45.9 
IWN iShares Russell 2000 Value ETF
+0.02%
+$62.55 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.01%
+$25.49 
USAI Pacer American Energy Independence ETF
0%
$0 
MSFY Kurv Yield Premium Strategy Microsoft ETF
0%
$0 
AAPY Kurv Yield Premium Strategy Apple ETF
-1.85%
-$4,253 
ISRG Intuitive Surgical, Inc.
-1.83%
-$9,730.25 
STLA Stellantis N.V.
-1.73%
-$1,211.2 
JNJ Johnson & Johnson
-1.6%
-$87,640.36 
AAPL Apple Inc.
-1.59%
-$228,434.8 
TSLP Kurv Yield Premium Strategy Tesla ETF
-1.19%
-$1,999.89 
GOOGL Alphabet Inc
-1.06%
-$7,774.5 
MDLZ Mondelez International, Inc.
-1%
-$4,026 
IDV iShares International Select Dividend ETF
-1%
-$7,585.2 
TSLA Tesla, Inc.
-0.93%
-$10,674.72 
DFIV Dimensional International Value ETF
-0.92%
-$44,675.93 
XOM Exxon Mobil Corporation
-0.92%
-$7,637.74 
PM Philip Morris International Inc.
-0.89%
-$73,590.23 
GOOG Alphabet Inc
-0.87%
-$18,500.49 
MSFT Microsoft Corp.
-0.86%
-$23,886.29 
IXJ iShares Global Healthcare ETF
-0.8%
-$1,775.21 
FENY Fidelity MSCI Energy Index ETF
-0.74%
-$2,286.07 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.74%
-$1,571.64 
CVX Chevron Corporation
-0.72%
-$37,051.83 
ABBV AbbVie Inc.
-0.69%
-$42,262.02 
UNH UnitedHealth Group Incorporated
-0.68%
-$1,498.98 
PG Procter & Gamble Co
-0.66%
-$26,461.02 
MO Altria Group, Inc.
-0.56%
-$31,630.17 
COST Costco Wholesale Corporation
-0.55%
-$5,547.36 
WBS Webster Financial Corporation
-0.51%
-$1,482 
DFIC Dimensional International Core Equity Market ETF
-0.49%
-$1,681.46 
IBB iShares Biotechnology ETF
-0.48%
-$2,648.94 
EFA iShares MSCI EAFE ETF
-0.45%
-$3,014.82 
JPC Nuveen Preferred & Income Opportunities Fund
-0.44%
-$1,443.78 
USA Liberty All Star Equity Fund
-0.43%
-$267.75 
DFAI Dimensional International Core Equity Market ETF
-0.42%
-$11,175.15 
VWO Vanguard FTSE Emerging Markets ETF
-0.39%
-$1,546.07 
IEFA iShares Core MSCI EAFE ETF
-0.39%
-$4,515.66 
FELV Fidelity Enhanced Large Cap Value ETF
-0.36%
-$14,921.85 
IWD iShares Russell 1000 Value ETF
-0.35%
-$4,555.37 
FENI Fidelity Enhanced International ETF
-0.34%
-$7,707.82 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.29%
-$4,233.46 
DFLV Dimensional US Large Cap Value ETF
-0.28%
-$9,706.92 
V Visa Inc. Class A
-0.27%
-$1,818.05 
IWO iShares Russell 2000 Growth ETF
-0.27%
-$1,598.38 
SCHD Schwab U.S. Dividend Equity ETF
-0.24%
-$789.76 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,626.57 
PLTR Palantir Technologies Inc.
-0.23%
-$781.33 
XMHQ Invesco S&P MidCap Quality ETF
-0.22%
-$1,068.75 
XSMO Invesco S&P SmallCap Momentum ETF
-0.22%
-$1,645.76 
DFUV Dimensional US Marketwide Value ETF
-0.22%
-$27,380.64 
PEP PepsiCo, Inc.
-0.2%
-$6,280.04 
JPM JPMorgan Chase & Co.
-0.2%
-$2,006.4 
FSMD Fidelity Small-Mid Multifactor ETF
-0.19%
-$468.82 
DFAW Dimensional World Equity ETF
-0.19%
-$436.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.19%
-$745.84 
IYG iShares U.S. Financial Services ETF
-0.17%
-$966.42 
ASTS AST SpaceMobile, Inc.
-0.16%
-$441.27 
FDVV Fidelity High Dividend ETF
-0.15%
-$8,253.79 
DIHP Dimensional International High Profitability Portfolio
-0.13%
-$1,106.28 
FDEM Fidelity Emerging Markets Multi-Asset Fund
-0.13%
-$1,373.58 
VTV Vanguard Value ETF
-0.12%
-$1,138.86 
IWS iShares Russell Mid-Cap Value ETF
-0.11%
-$355.68 
IWM iShares Russell 2000 ETF
-0.11%
-$487.5 
DFAU Dimensional US Core Equity Market ETF
-0.1%
-$4,012.25 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.1%
-$528.55 
AMZN Amazon.com Inc
-0.1%
-$1,608.54 
DFAT Dimensional US Targeted Value ETF
-0.1%
-$2,593.78 
BRK-B Berkshire Hathaway Inc.
-0.1%
-$1,298.46 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$4,297.92 
LMT Lockheed Martin Corporation
-0.1%
-$2,872.6 
MCN XAI Madison Equity Premium Income Fund
-0.09%
-$56.05 
WINN Harbor Long-Term Growers ETF
-0.09%
-$272.64 
IWV ISHARES RUSSELL 3000 ETF
-0.08%
-$255.15 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.08%
-$190.19 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.08%
-$508.19 
VOO Vanguard S&P 500 ETF
-0.08%
-$956.34 
FESM Fidelity Enhanced Small Cap ETF
-0.08%
-$2,035.6 
KO The Coca-Cola Company
-0.07%
-$313.43 
DFUS Dimensional U.S. Equity Market ETF
-0.07%
-$21,900.06 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.07%
-$267.84 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.07%
-$6,860.37 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.07%
-$358.05 
DFSV Dimensional US Small Cap Value ETF
-0.07%
-$1,100.7 
IWB iShares Russell 1000 ETF
-0.06%
-$308.3 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-0.06%
-$215.7 
BAC Bank of America Corporation
-0.05%
-$116.13 
CGIE Capital Group International Equity ETF
-0.05%
-$249.52 
VUG Vanguard Growth ETF
-0.04%
-$529.51 
DFNM Dimensional National Municipal Bond ETF
-0.03%
-$333.82 
FPE First Trust Preferred Securities and Income ETF
-0.03%
-$80.82 
NDAQ Nasdaq, Inc.
-0.03%
-$210.62 
FELC Fidelity Enhanced Large Cap Core ETF
-0.02%
-$909.65 
PFF iShares Preferred and Income Securities ETF
-0.02%
-$33.45 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$48.64 
DFAS Dimensional U.S. Small Cap ETF
-0.01%
-$639.49 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.01%
-$22.67 
FTMS Franklin Short-Term Municipal Income ETF
0%
-$19.06 Events
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Dividends
Dividend Analysis
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| Trades 2136 | Longs Won 1413/2136 66% | Profit Factor 7.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $230,636.46 |
| Average Win $70,526.58 | Best Trade (Sep 28) $5.73M | Sharpe Ratio -11.07 |
| Average Loss -$18,797.27 | Worst Trade (Oct 06) -$1.24M | Z-Score 18.31 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3d | Expectancy $40,292.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 42,460 | $7.39M | $14.14M | - | $6.75M | 91.28% | -1.59% |
| AAPY Kurv Yield Premium Strategy Apple ETF | 8,182 | $207,994.62 | $225,823.2 | - | $17,828.58 | 8.57% | -1.849% |
| ABBV AbbVie Inc. | 23,094 | $3.2M | $6.11M | - | $2.91M | 90.78% | -0.687% |
| AHR American Healthcare REIT, Inc. | 8,028 | $214,198.08 | $417,496.14 | - | $203,298.06 | 94.91% | +0.202% |
| AMD Advanced Micro Devices, Inc. | 1,021 | $207,702.03 | $627,966.05 | - | $420,264.02 | 202.34% | +1.181% |
| AMZN Amazon.com Inc | 6,308 | $787,515.46 | $1.55M | - | $763,590.2 | 96.96% | -0.104% |
| ASTS AST SpaceMobile, Inc. | 4,645 | $220,168.85 | $282,903.72 | - | $62,734.87 | 28.49% | -0.156% |
| AVEM Avantis Emerging Markets Equity ETF | 8,002 | $519,314.64 | $756,429.06 | - | $237,114.42 | 45.66% | +0.085% |
| BAC Bank of America Corporation | 3,858 | $219,828.84 | $213,887.13 | - | -$5,941.71 | -2.7% | -0.054% |
| BDC Belden Inc. | 5,331 | $428,999.05 | $594,113.29 | - | $165,114.24 | 38.49% | +1.48% |
| BRK-B Berkshire Hathaway Inc. | 2,546 | $747,700.57 | $1.28M | - | $531,868.11 | 71.13% | -0.101% |
| BX Blackstone Inc. | 2,914 | $350,819.06 | $334,235.8 | - | -$16,583.26 | -4.73% | +0.122% |
| C Citigroup Inc. | 2,400 | $244,417.1 | $315,360 | - | $70,942.9 | 29.03% | +0.069% |
| CGDV Capital Group Dividend Value ETF | 4,535 | $223,484.8 | $222,804.55 | - | -$680.25 | -0.3% | +0.143% |
| CGGR Capital Group Growth ETF | 204,766 | $5.03M | $9.77M | - | $4.73M | 94.08% | +0.221% |
| CGIE Capital Group International Equity ETF | 12,476 | $422,446.56 | $460,738.68 | - | $38,292.12 | 9.06% | -0.054% |
| CGUS Capital Group Core Equity ETF | 7,733 | $204,959.83 | $345,626.43 | - | $140,666.6 | 68.63% | +0.213% |
| CGXU Capital Group International Focus Equity ETF | 78,057 | $1.74M | $2.7M | - | $968,163.58 | 55.79% | +0.246% |
| COST Costco Wholesale Corporation | 1,092 | $687,576.25 | $1M | - | $314,705.03 | 45.77% | -0.55% |
| CVX Chevron Corporation | 24,867 | $3.13M | $5.09M | - | $1.96M | 62.64% | -0.722% |
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FAQ
Which stocks have generated the highest profits for Scott Williams?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional US Marketwide Value ETF - $4.79M, Philip Morris International Inc - $1.35M, FS KKR Capital Corp - $1.29M, Altria Group, Inc - $1.18M, and Dimensional U.S. Equity Market ETF - $1.09M. 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: Pfizer Inc - $1.57M, United Parcel Service, Inc - $719,340.38, Mondelez International, Inc - $208,377.52, Grayscale Ethereum Trust ETF - $154,184.75, and Tesla, Inc - $137,398.52. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott Williams's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.73M earned over time. The largest contributors to dividend income include FS KKR Capital Corp - $1.29M, Altria Group, Inc - $1.16M, Dimensional US Marketwide Value ETF - $1.16M, Philip Morris International Inc - $894,414.36, and Dimensional U.S. Equity Market ETF - $773,736.56. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott Williams's monthly returns?
Scott Williams'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 Scott Williams's strategy be considered aggressive or moderate?
Scott Williams'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 Scott Williams's strategy?
Scott Williams'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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