SW
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:
38.65%
Gain +0.54%
Monthly
0.56%
Yearly
6.93%
Drawdown
14.03%
$258.32M
Equity
Holdings
$258.32M
Investment
$182.13M
$81.62M
Profit +$1.66M
Realized
$5.43M
Unrealized
$76.19M
Dividends
$16.99M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.54%
Profit
$1.66M
Win %
87%
This Week
Compared To Last Week
Gain
-0.11%
Profit
-$282,678.33
Win %
87%
This Month
Compared to last month
Gain
-0.9%
Profit
-$2.34M
Win %
87%
This Year
Compared to last year
Gain
6.5%
Profit
$16.04M
Win %
86%
AMD Advanced Micro Devices, Inc.
+4.75%
+$25,873.56 
QCOM QUALCOMM Incorporated
+4.28%
+$256,606.54 
BDC Belden Inc.
+2.76%
+$16,472.79 
NDAQ Nasdaq, Inc.
+2.58%
+$28,071.68 
T AT&T Inc.
+2.48%
+$79,744.14 
JPM JPMorgan Chase & Co.
+2.3%
+$21,898.29 
FSK FS KKR Capital Corp.
+2.26%
+$35,893.24 
PM Philip Morris International Inc.
+2.04%
+$158,876.64 
DRIV Global X Autonomous & Electric Vehicles ETF
+2.03%
+$6,025.33 
GIS General Mills, Inc.
+2.01%
+$40,669.44 
TSLA Tesla, Inc.
+1.88%
+$25,727.17 
BX Blackstone Inc.
+1.57%
+$4,751.9 
WPC W. P. Carey Inc.
+1.5%
+$40,011.04 
IYG iShares U.S. Financial Services ETF
+1.4%
+$7,712.8 
O Realty Income Corporation
+1.32%
+$5,066.04 
ABBV AbbVie Inc.
+1.3%
+$67,453.1 
C Citigroup Inc.
+1.27%
+$4,178.98 
TAN Invesco Solar ETF
+1.25%
+$2,861.82 
XSMO Invesco S&P SmallCap Momentum ETF
+1.19%
+$8,380.05 
IWN iShares Russell 2000 Value ETF
+1.17%
+$4,442.68 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$19,546.65 
EELV Invesco S&P Emerging Markets Low Volatility ETF
+1.12%
+$2,669.12 
IWS iShares Russell Mid-Cap Value ETF
+1.12%
+$3,368.41 
VOE Vanguard Mid-Cap Value ETF
+1.09%
+$8,354.86 
JNJ Johnson & Johnson
+1.07%
+$50,796 
V Visa Inc. Class A
+1.05%
+$5,985.3 
FELV Fidelity Enhanced Large Cap Value ETF
+1.04%
+$37,943.04 
IWD iShares Russell 1000 Value ETF
+1.02%
+$12,787.35 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$49,734.4 
IJR iShares Core S&P Small-Cap ETF
+1%
+$3,442.1 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$25,345 
FESM Fidelity Enhanced Small Cap ETF
+0.98%
+$25,156.8 
WBS Webster Financial Corporation
+0.94%
+$2,786.91 
VTV Vanguard Value ETF
+0.94%
+$8,288.32 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.93%
+$5,071.6 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$11,297.93 
FREL Fidelity MSCI Real Estate Index ETF
+0.91%
+$5,212.89 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$112,393.21 
IWM iShares Russell 2000 ETF
+0.9%
+$4,252.26 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$6,079.26 
FSMD Fidelity Small-Mid Multifactor ETF
+0.9%
+$2,146.82 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$2,920.88 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.88%
+$2,206.7 
ICLN iShares Global Clean Energy ETF
+0.87%
+$2,078.82 
PG Procter & Gamble Co
+0.85%
+$32,380.26 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
+0.84%
+$2,943.9 
DFLV Dimensional US Large Cap Value ETF
+0.81%
+$27,008.64 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$18,627.71 
FENY Fidelity MSCI Energy Index ETF
+0.79%
+$2,249.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$2,870.87 
CVX Chevron Corporation
+0.75%
+$34,428.55 
HD The Home Depot, Inc.
+0.73%
+$28,517.36 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$2,176.32 
MO Altria Group, Inc.
+0.72%
+$41,482.22 
COST Costco Wholesale Corporation
+0.72%
+$6,983.01 
CGXU Capital Group International Focus Equity ETF
+0.69%
+$18,881.28 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$8,529.13 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$65,967.6 
DFGR Dimensional Global Real Estate ETF
+0.68%
+$2,443.8 
USAI Pacer American Energy Independence ETF
+0.68%
+$1,909.19 
IWO iShares Russell 2000 Growth ETF
+0.68%
+$4,118.25 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$22,538.88 
FTEC Fidelity MSCI Information Technology Index ETF
+0.62%
+$2,923.86 
XLI Industrial Select Sector SPDR Fund
+0.61%
+$1,323.6 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$22,122.65 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$2,185.7 
FDVV Fidelity High Dividend ETF
+0.59%
+$30,921.84 
DFIV Dimensional International Value ETF
+0.58%
+$27,134.25 
VOO Vanguard S&P 500 ETF
+0.58%
+$5,230.86 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$24,301.29 
IWV ISHARES RUSSELL 3000 ETF
+0.56%
+$1,713.16 
GOOGL Alphabet Inc
+0.56%
+$4,260.02 
IWB iShares Russell 1000 ETF
+0.55%
+$2,706.18 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$158,865.08 
AHR American Healthcare REIT, Inc.
+0.54%
+$2,005 
FELC Fidelity Enhanced Large Cap Core ETF
+0.51%
+$18,272.73 
CGUS Capital Group Core Equity ETF
+0.51%
+$1,700.82 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$3,322.58 
DFAW Dimensional World Equity ETF
+0.48%
+$1,072.82 
VLUE iShares MSCI USA Value Factor ETF
+0.47%
+$1,302.72 
GOOG Alphabet Inc
+0.46%
+$10,432.04 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$10,774.8 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$6,329.27 
DFIC Dimensional International Core Equity Market ETF
+0.41%
+$1,310.84 
PEP PepsiCo, Inc.
+0.4%
+$13,531.4 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$9,707.11 
DUHP Dimensional US High Profitability ETF
+0.39%
+$12,142.08 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.37%
+$1,020.1 
VBK Vanguard Small-Cap Growth ETF
+0.36%
+$4,718.84 
XMHQ Invesco S&P MidCap Quality ETF
+0.35%
+$1,667.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$1,160.75 
HYT BlackRock Corporate High Yield Fund, Inc.
+0.35%
+$1,304.25 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.34%
+$1,740.32 
PSA Public Storage Common Stock
+0.34%
+$1,031.52 
FENI Fidelity Enhanced International ETF
+0.34%
+$6,701.81 
FDEM Fidelity Emerging Markets Multi-Asset Fund
+0.33%
+$3,362.04 
IDV iShares International Select Dividend ETF
+0.32%
+$2,450.42 
EFA iShares MSCI EAFE ETF
+0.31%
+$2,021.12 
DIHP Dimensional International High Profitability Portfolio
+0.29%
+$2,467.4 
XOM Exxon Mobil Corporation
+0.29%
+$2,238.42 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$2,506.9 
VUG Vanguard Growth ETF
+0.22%
+$2,818.08 
PHYS Sprott Physical Gold Trust
+0.2%
+$369.2 
NVDA NVIDIA Corporation
+0.18%
+$6,106.48 
CGGR Capital Group Growth ETF
+0.15%
+$14,073.57 
PFE Pfizer Inc.
+0.15%
+$349.12 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.14%
+$4,933.86 
MSFT Microsoft Corp.
+0.13%
+$2,815.8 
CGIE Capital Group International Equity ETF
+0.11%
+$405.88 
IBB iShares Biotechnology ETF
+0.1%
+$441.32 
KO The Coca-Cola Company
+0.1%
+$386.24 
FPE First Trust Preferred Securities and Income ETF
+0.08%
+$256.11 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$1,555.5 
FBCG Fidelity Blue Chip Growth Fund
+0.05%
+$402.3 
IWP iShares Russell Mid-Cap Growth ETF
+0.04%
+$286.25 
IVT InvenTrust Properties Corp.
+0.03%
+$68.58 
GBTC Grayscale Bitcoin Trust ETF
+0.02%
+$40.38 
MCD McDonald's Corporation
+0.01%
+$20.73 
ASTS AST SpaceMobile, Inc.
-15.53%
-$70,371.75 
PLTR Palantir Technologies Inc.
-2.35%
-$5,195.96 
LMT Lockheed Martin Corporation
-1.54%
-$46,213 
AAPL Apple Inc.
-1.52%
-$190,201.5 
MRK Merck & Co., Inc.
-1.41%
-$3,193.47 
AMZN Amazon.com Inc
-1.21%
-$17,175.6 
NFLX Netflix, Inc.
-1.14%
-$5,421.9 
AJG Arthur J. Gallagher & Co.
-0.95%
-$1,964.41 
FSCO FS Credit Opportunities Corp.
-0.92%
-$4,240.48 
PDI Pimco Dynamic Income Fund
-0.67%
-$1,548.75 
MDLZ Mondelez International, Inc.
-0.58%
-$4,139.93 
ISRG Intuitive Surgical, Inc.
-0.44%
-$2,193.71 
RTX RTX Corporation
-0.34%
-$1,638.66 
GBDC Golub Capital BDC, Inc.
-0.3%
-$473.36 
META Meta Platforms Inc Class A
-0.23%
-$1,097.19 
STLA Stellantis N.V.
-0.22%
-$227.1 
JPC Nuveen Preferred & Income Opportunities Fund
-0.19%
-$720.35 
WINN Harbor Long-Term Growers ETF
-0.12%
-$381.16 
MCN XAI Madison Equity Premium Income Fund
-0.09%
-$55.48 
USA Liberty All Star Equity Fund
-0.09%
-$52.18 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$445.08 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$76.05 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$56.66 
FTMS Franklin Short-Term Municipal Income ETF
-0.01%
-$118.58 Events
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Dividends
Dividend Analysis
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| Trades 1998 | Longs Won 1378/1998 68% | Profit Factor 8.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $206,326.26 |
| Average Win $66,859.95 | Best Trade (Jun 11) $4.17M | Sharpe Ratio -9.93 |
| Average Loss -$16,960.47 | Worst Trade (Jun 10) -$893,636.91 | Z-Score 21.09 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 5d | Expectancy $40,849.61 |
| 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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