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:
96.42%
Gain +1.04%
Monthly
1.21%
Yearly
15.49%
Drawdown
24.5%
$271.67M
Equity
Holdings
$271.67M
Investment
$188.43M
$88.95M
Profit +$1.59M
Realized
$5.7M
Unrealized
$83.25M
Dividends
$17.95M
Goals
Avg. 80% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.04%
Profit
$1.59M
Win %
85%
This Week
Compared To Last Week
Gain
2.77%
Profit
$7.31M
Win %
85%
This Month
Compared to last month
Gain
2.77%
Profit
$7.31M
Win %
85%
This Year
Compared to last year
Gain
3%
Profit
$7.91M
Win %
84%
PLTR Palantir Technologies Inc.
+10.31%
+$29,828.4 
ASTS AST SpaceMobile, Inc.
+6.79%
+$21,250.87 
HUM Humana Inc.
+4.84%
+$10,650.22 
FSK FS KKR Capital Corp.
+4.71%
+$91,208.88 
QCOM QUALCOMM Incorporated
+4.66%
+$224,407.48 
AHR American Healthcare REIT, Inc.
+3.77%
+$16,577.82 
TAN Invesco Solar ETF
+2.93%
+$5,505 
TSLA Tesla, Inc.
+2.83%
+$29,202.34 
BX Blackstone Inc.
+2.74%
+$10,665.24 
BDC Belden Inc.
+2.74%
+$18,871.74 
DRIV Global X Autonomous & Electric Vehicles ETF
+2.55%
+$6,788.92 
VBK Vanguard Small-Cap Growth ETF
+2.46%
+$32,469.19 
IBB iShares Biotechnology ETF
+2.46%
+$12,309.81 
IWP iShares Russell Mid-Cap Growth ETF
+2.4%
+$20,128.52 
NVDA NVIDIA Corporation
+2.28%
+$80,548.42 
GIS General Mills, Inc.
+2.27%
+$66,736.52 
HD The Home Depot, Inc.
+1.74%
+$73,064.71 
TSLP Kurv Yield Premium Strategy Tesla ETF
+1.66%
+$2,577.66 
FTEC Fidelity MSCI Information Technology Index ETF
+1.53%
+$7,407.39 
IWO iShares Russell 2000 Growth ETF
+1.5%
+$9,427.18 
DIHP Dimensional International High Profitability Portfolio
+1.48%
+$12,783.73 
CGIE Capital Group International Equity ETF
+1.43%
+$6,737.04 
XLK State Street Technology Select Sector SPDR ETF
+1.42%
+$17,777.76 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+1.37%
+$4,171.28 
ISRG Intuitive Surgical, Inc.
+1.34%
+$6,410 
FSCO FS Credit Opportunities Corp.
+1.31%
+$5,642.39 
CGXU Capital Group International Focus Equity ETF
+1.25%
+$33,564.51 
XMHQ Invesco S&P MidCap Quality ETF
+1.18%
+$5,899.5 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$37,919.54 
EFA iShares MSCI EAFE ETF
+1.11%
+$7,552.93 
DFAI Dimensional International Core Equity Market ETF
+1.1%
+$30,013.26 
IEFA iShares Core MSCI EAFE ETF
+1.09%
+$12,784.63 
IWM iShares Russell 2000 ETF
+1.09%
+$5,281.25 
FESM Fidelity Enhanced Small Cap ETF
+1.09%
+$30,243.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.08%
+$4,360.98 
FENI Fidelity Enhanced International ETF
+1.06%
+$25,121.8 
MCN XAI Madison Equity Premium Income Fund
+1.06%
+$674.84 
DFIC Dimensional International Core Equity Market ETF
+1.06%
+$3,726.49 
IXN iShares Global Tech ETF
+1.03%
+$2,682.68 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.01%
+$14,624.68 
ICLN iShares Global Clean Energy ETF
+0.99%
+$2,082.06 
IXJ iShares Global Healthcare ETF
+0.99%
+$2,126 
FBCG Fidelity Blue Chip Growth Fund
+0.98%
+$8,361.88 
FDEM Fidelity Emerging Markets Multi-Asset Fund
+0.93%
+$9,745.61 
DFAS Dimensional U.S. Small Cap ETF
+0.93%
+$48,920.99 
DFAE Dimensional Emerging Core Equity Market ETF
+0.91%
+$21,440.3 
IWF iShares Russell 1000 Growth ETF
+0.91%
+$23,173.92 
WINN Harbor Long-Term Growers ETF
+0.89%
+$2,726.41 
JNJ Johnson & Johnson
+0.88%
+$45,227.25 
C Citigroup Inc.
+0.87%
+$2,795.98 
LMT Lockheed Martin Corporation
+0.87%
+$29,421.21 
VWO Vanguard FTSE Emerging Markets ETF
+0.87%
+$3,421.08 
CGGR Capital Group Growth ETF
+0.86%
+$81,906.4 
MO Altria Group, Inc.
+0.85%
+$46,634.22 
FDVV Fidelity High Dividend ETF
+0.84%
+$46,481.87 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.84%
+$32,343.18 
FSMD Fidelity Small-Mid Multifactor ETF
+0.83%
+$2,122.05 
ABBV AbbVie Inc.
+0.83%
+$46,649.88 
IWS iShares Russell Mid-Cap Value ETF
+0.82%
+$2,766.4 
AMZN Amazon.com Inc
+0.8%
+$13,751.38 
VUG Vanguard Growth ETF
+0.8%
+$10,741.59 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.78%
+$2,005.66 
UNH UnitedHealth Group Incorporated
+0.77%
+$1,795.29 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$2,723.82 
PM Philip Morris International Inc.
+0.76%
+$60,578.49 
IWV ISHARES RUSSELL 3000 ETF
+0.75%
+$2,398.42 
IWN iShares Russell 2000 Value ETF
+0.75%
+$3,002.14 
IWB iShares Russell 1000 ETF
+0.74%
+$3,747.9 
VLUE iShares MSCI USA Value Factor ETF
+0.73%
+$2,024.88 
DFAW Dimensional World Equity ETF
+0.72%
+$1,663.47 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$2,688.31 
KQQQ Kurv Tech Titans Select ETF
+0.69%
+$2,695.26 
AAPY Kurv Yield Premium Strategy Apple ETF
+0.69%
+$1,464.58 
FELV Fidelity Enhanced Large Cap Value ETF
+0.68%
+$28,848.91 
AVEM Avantis Emerging Markets Equity ETF
+0.68%
+$4,961.24 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
+0.68%
+$2,660.3 
DFUS Dimensional U.S. Equity Market ETF
+0.66%
+$202,575.55 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$65,544.9 
DFAU Dimensional US Core Equity Market ETF
+0.64%
+$24,803 
DFUV Dimensional US Marketwide Value ETF
+0.64%
+$82,141.92 
DFIV Dimensional International Value ETF
+0.61%
+$29,783.95 
VOO Vanguard S&P 500 ETF
+0.59%
+$7,438.13 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$26,484.48 
NFLX Netflix, Inc.
+0.58%
+$2,334.9 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.58%
+$3,320.1 
IWD iShares Russell 1000 Value ETF
+0.57%
+$7,696.92 
SCHD Schwab U.S. Dividend Equity ETF
+0.56%
+$1,875.68 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.56%
+$3,845.8 
CGDV Capital Group Dividend Value ETF
+0.53%
+$1,224.45 
FELC Fidelity Enhanced Large Cap Core ETF
+0.53%
+$20,921.95 
VYM Vanguard High Dividend Yield ETF
+0.52%
+$12,365.8 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.5%
+$2,669.45 
DFGR Dimensional Global Real Estate ETF
+0.49%
+$1,991.43 
CGUS Capital Group Core Equity ETF
+0.48%
+$1,701.25 
EELV Invesco S&P Emerging Markets Low Volatility ETF
+0.45%
+$972.92 
XSMO Invesco S&P SmallCap Momentum ETF
+0.45%
+$3,558.4 
DFSV Dimensional US Small Cap Value ETF
+0.44%
+$7,836.98 
VTV Vanguard Value ETF
+0.43%
+$4,028.19 
PEP PepsiCo, Inc.
+0.42%
+$14,057.7 
IDV iShares International Select Dividend ETF
+0.41%
+$3,175.2 
PSA Public Storage Common Stock
+0.4%
+$1,197.29 
PFF iShares Preferred and Income Securities ETF
+0.39%
+$802.68 
USA Liberty All Star Equity Fund
+0.38%
+$246.33 
FREL Fidelity MSCI Real Estate Index ETF
+0.37%
+$2,290.75 
DFAT Dimensional US Targeted Value ETF
+0.36%
+$9,634.04 
DFLV Dimensional US Large Cap Value ETF
+0.36%
+$12,661.2 
T AT&T Inc.
+0.36%
+$12,056.74 
WBS Webster Financial Corporation
+0.34%
+$1,000.36 
JPM JPMorgan Chase & Co.
+0.33%
+$3,556.83 
META Meta Platforms Inc Class A
+0.33%
+$1,834.55 
AAPL Apple Inc.
+0.29%
+$39,063.2 
DUHP Dimensional US High Profitability ETF
+0.27%
+$8,559.45 
BAC Bank of America Corporation
+0.25%
+$617.28 
O Realty Income Corporation
+0.24%
+$935.1 
KO The Coca-Cola Company
+0.24%
+$988.51 
VOE Vanguard Mid-Cap Value ETF
+0.23%
+$1,644.06 
XLI Industrial Select Sector SPDR Fund
+0.21%
+$471.59 
FPE First Trust Preferred Securities and Income ETF
+0.2%
+$565.74 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.17%
+$375.31 
FTMS Franklin Short-Term Municipal Income ETF
+0.15%
+$2,859.39 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.15%
+$356.86 
DFNM Dimensional National Municipal Bond ETF
+0.14%
+$1,446.58 
PDI Pimco Dynamic Income Fund
+0.12%
+$283.21 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.04%
+$102.02 
MSFT Microsoft Corp.
+0.01%
+$164.42 
HYT BlackRock Corporate High Yield Fund, Inc.
0%
$0 
USAI Pacer American Energy Independence ETF
0%
$0 
V Visa Inc. Class A
-2.18%
-$14,598.65 
CVX Chevron Corporation
-1.42%
-$66,643.56 
XOM Exxon Mobil Corporation
-1.22%
-$9,713.72 
AMD Advanced Micro Devices, Inc.
-1.19%
-$5,921.79 
FENY Fidelity MSCI Energy Index ETF
-1.08%
-$3,137.75 
GOOGL Alphabet Inc
-0.98%
-$7,455 
GOOG Alphabet Inc
-0.91%
-$20,290.8 
PG Procter & Gamble Co
-0.82%
-$32,210.85 
STLA Stellantis N.V.
-0.72%
-$605.6 
MCD McDonald's Corporation
-0.64%
-$1,837.15 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$7,154.26 
MU Micron Technology, Inc.
-0.44%
-$2,404.63 
MDLZ Mondelez International, Inc.
-0.25%
-$1,040.05 
IVT InvenTrust Properties Corp.
-0.21%
-$474.46 
IYG iShares U.S. Financial Services ETF
-0.21%
-$1,247.01 
COST Costco Wholesale Corporation
-0.14%
-$1,485.16 
RTX RTX Corporation
-0.12%
-$700.92 
NDAQ Nasdaq, Inc.
-0.11%
-$884.62 
WPC W. P. Carey Inc.
-0.07%
-$1,823.95 
JPC Nuveen Preferred & Income Opportunities Fund
-0.03%
-$96.57 
MSFY Kurv Yield Premium Strategy Microsoft ETF
-0.01%
-$22.74 Events
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Dividends
Dividend Analysis
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| Trades 2136 | Longs Won 1488/2136 69% | Profit Factor 8.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $219,372.34 |
| Average Win $67,688.22 | Best Trade (Aug 08) $4.75M | Sharpe Ratio -11.48 |
| Average Loss -$17,865.3 | Worst Trade (Dec 31) -$888,131 | Z-Score 26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3d | Expectancy $41,641.24 |
| 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 | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $4.74M, Philip Morris International Inc - $1.35M, FS KKR Capital Corp - $1.22M, Altria Group, Inc - $1.18M, and AbbVie Inc - $1.03M. 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 $17.95M earned over time. The largest contributors to dividend income include FS KKR Capital Corp - $1.22M, Altria Group, Inc - $1.16M, Dimensional US Marketwide Value ETF - $1.12M, Philip Morris International Inc - $894,414.36, and AbbVie Inc - $745,493.38. 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.
