Mark Alan Zeigler II Portfolio
Invests via Foguth Wealth Management, LLC. | Managed by Mark Alan Zeigler II
Invests via Foguth Wealth Management, LLC.
Managed by Mark Alan Zeigler II
Automatically Tracked
Mark Alan Zeigler II Profile
Experienced growth-stage investor and operator focused on technology and fintech businesses. Mark Alan Zeigler II is a founder-operator turned venture investor with operational leadership in SaaS and payments, sourcing early growth opportunities and advising go-to-market strategy. Known for hands-on portfolio support, capital allocation across seed to Series B, and board-level engagement to drive scaling, unit-economics improvement and M&A readiness. Invests from a commercial-ops lens and partners with founders on product-market fit and sales motion.
Experienced growth-stage investor and operator focused on technology and fintech businesses. Mark Alan Zeigler II is a founder-operator turned venture investor with operational leadership in SaaS and payments, sourcing early growth opportunities and advising go-to-market strategy. Known for hands-on portfolio support, capital allocation across seed to Series B, and board-level engagement to drive scaling, unit-economics improvement and M&A readiness. Invests from a commercial-ops lens and partners with founders on product-market fit and sales motion.
Investment Philosophy & Strategy
Founder-operator turned growth investor who prioritizes commercial traction and scalable go-to-market models. Focuses on technology and fintech, allocating capital from seed to Series B with emphasis on SaaS and payments. Uses hands‑on operational support, board engagement and unit-economics improvement to de‑risk scaling and position companies for M&A. Underwriting favors clear product-market fit, repeatable sales motions, defensible unit economics and founder alignment over pure vision plays.
Founder-operator turned growth investor who prioritizes commercial traction and scalable go-to-market models. Focuses on technology and fintech, allocating capital from seed to Series B with emphasis on SaaS and payments. Uses hands‑on operational support, board engagement and unit-economics improvement to de‑risk scaling and position companies for M&A. Underwriting favors clear product-market fit, repeatable sales motions, defensible unit economics and founder alignment over pure vision plays.
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:
15.46%
Gain
Monthly
0.52%
Yearly
6.47%
Drawdown
20.4%
$860.12M
Equity
Holdings
$860.12M
Investment
$772.94M
$120.82M
Profit -$3.21M
Realized
$33.64M
Unrealized
$87.18M
Dividends
$30.26M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$3.21M
Win %
80%
This Week
Compared To Last Week
Gain
-0.63%
Profit
-$5.45M
Win %
80%
This Month
Compared to last month
Gain
-0.52%
Profit
-$4.49M
Win %
80%
This Year
Compared to last year
Gain
8.63%
Profit
$67.86M
Win %
80%
ABT Abbott Laboratories
+10.99%
+$36,198.9 
WM Waste Management, Inc.
+4.39%
+$49,886.06 
SYK Stryker Corporation
+4.17%
+$16,961.64 
ADP Automatic Data Processing Inc.
+3.99%
+$11,529.96 
IBM International Business Machines Corporation
+3.78%
+$20,798 
PM Philip Morris International Inc.
+3.55%
+$13,193.1 
ABBV AbbVie Inc.
+3.41%
+$14,069.12 
T AT&T Inc.
+3.38%
+$15,770.92 
TMUS T-Mobile US, Inc.
+3.22%
+$12,049.8 
AMGN Amgen Inc.
+3.22%
+$16,687.04 
VZ Verizon Communications Inc.
+3.13%
+$8,496.94 
NSC Norfolk Southern Corporation
+2.98%
+$8,292.12 
MO Altria Group, Inc.
+2.94%
+$10,368.63 
PEP PepsiCo, Inc.
+2.93%
+$7,936.03 
MRSH Marsh & McLennan Companies, Inc.
+2.85%
+$12,409.44 
KO The Coca-Cola Company
+2.78%
+$36,974.34 
XLP Consumer Staples Select Sector SPDR Fund
+2.74%
+$90,640.49 
RPM RPM International Inc.
+2.71%
+$31,942.71 
COST Costco Wholesale Corporation
+2.69%
+$15,999.12 
WMT Walmart Inc.
+2.59%
+$35,336.13 
MCD McDonald's Corporation
+2.57%
+$49,749.5 
MZTI The Marzetti Company
+2.29%
+$10,092.52 
UNH UnitedHealth Group Incorporated
+2.25%
+$6,220.01 
LOW Lowe's Companies Inc.
+2.2%
+$11,819.01 
SCHD Schwab U.S. Dividend Equity ETF
+2.13%
+$362,577.75 
MSFT Microsoft Corp.
+2.09%
+$59,276.59 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+2.09%
+$22,727.59 
V Visa Inc. Class A
+2.02%
+$5,606.94 
PG Procter & Gamble Co
+2.01%
+$10,060.48 
DIVB iShares Core Dividend ETF
+1.97%
+$389,821.58 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+1.92%
+$21,348.69 
DIS The Walt Disney Company
+1.86%
+$6,261.55 
XLRE The Real Estate Select Sector SPDR Fund
+1.67%
+$121,503.54 
ET Energy Transfer L.P.
+1.38%
+$6,688.82 
MOAT VanEck Morningstar Wide Moat Fund
+1.34%
+$29,718.37 
LLY Eli Lilly and Company
+1.34%
+$10,181.55 
CVX Chevron Corporation
+1.33%
+$8,511.14 
AFL Aflac Inc.
+1.27%
+$6,395.62 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$6,965.59 
DTM Dt Midstream Inc.
+1.18%
+$6,367.44 
XOM Exxon Mobil Corporation
+1.14%
+$3,605.25 
JNJ Johnson & Johnson
+1.06%
+$4,958.04 
XLE Energy Select Sector SPDR Fund
+1.05%
+$81,789.29 
USMV iShares MSCI USA Min Vol Factor ETF
+1.01%
+$3,257.47 
RSP Invesco S&P 500 Equal Weight ETF
+0.77%
+$7,938.1 
SDIV Global X SuperDividend ETF
+0.75%
+$234,263.46 
IUSV iShares Core S&P U.S. Value ETF
+0.73%
+$1,584.36 
WEEI Westwood Salient Enhanced Energy Income ETF
+0.71%
+$2,036.13 
AAPL Apple Inc.
+0.7%
+$78,405.02 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.69%
+$15,021.11 
IVE ISHARES S&P 500 VALUE ETF
+0.69%
+$3,532.97 
WAT Waters Corporation
+0.67%
+$12,822.5 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$131,126 
DTE DTE Energy Company
+0.63%
+$4,702.12 
IJR iShares Core S&P Small-Cap ETF
+0.62%
+$1,981.8 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.59%
+$79,484.11 
LIN Linde plc
+0.55%
+$3,402.32 
BX Blackstone Inc.
+0.54%
+$4,460.72 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$1,633.25 
NFLX Netflix, Inc.
+0.44%
+$1,580.15 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$211,489.14 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.4%
+$13,483 
VTV Vanguard Value ETF
+0.35%
+$764.06 
ROK Rockwell Automation, Inc.
+0.32%
+$858.24 
VYM Vanguard High Dividend Yield ETF
+0.27%
+$1,141.22 
XLU Utilities Select Sector SPDR Fund
+0.25%
+$35,783.63 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.24%
+$28,917.57 
IJH iShares Core S&P Mid-Cap ETF
+0.22%
+$926.64 
JANP PGIM U.S. Large-Cap Buffer 12 ETF
+0.19%
+$26,619.95 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.16%
+$13,778.93 
PBJL PGIM U.S. Long-Short Equity Buffer 20 ETF - July
+0.16%
+$21,287.76 
DNP DNP Select Income Fund Inc.
+0.14%
+$1,239.27 
PBOC PGIM US Low Duration Buffers Fund 20 Portfolio ETF
+0.12%
+$16,799.51 
NEE NextEra Energy, Inc.
+0.12%
+$429 
PLTR Palantir Technologies Inc.
+0.12%
+$797.92 
DJUL FT Vest US Equity Deep Buffer Fund
+0.1%
+$4,346.94 
PMFB PGIM S&P 500 Managed Bond Fund ETF
+0.07%
+$202.42 
FLBL Franklin Senior Loan ETF
+0.07%
+$1,846.45 
PAAA PGIM AAA CLO ETF
+0.05%
+$5,684.37 
XLC Communication Services Select Sector SPDR Fund
+0.04%
+$4,079.57 
RYLD Global X Russell 2000 Covered Call ETF
+0.03%
+$70 
AGG iShares Core U.S. Aggregate Bond ETF
+0.03%
+$3,867.18 
XJUL FT Vest US Equity Enhanced Fund
+0.03%
+$55.98 
JULM FT Vest US Equity Maximum Buffer Portfolio Series July
+0.01%
+$30.02 
JBBB Janus Henderson B-BBB CLO ETF
+0.01%
+$26.14 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$72.99 
FEBM
0%
$0 
PCLG Polen Focus Growth ETF
0%
$0 
PFFV Global X Variable Rate Preferred ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ASTS AST SpaceMobile, Inc.
-18.26%
-$122,299.9 
UCTT Ultra Clean Holdings, Inc.
-9.78%
-$34,548.1 
SANA Sana Biotechnology, Inc.
-9.44%
-$3,628.39 
INTC Intel Corporation
-6.93%
-$36,247.81 
AMD Advanced Micro Devices, Inc.
-6.62%
-$58,973.68 
TER Teradyne, Inc.
-6.06%
-$11,252.04 
IBLC iShares Blockchain and Tech ETF
-5.59%
-$401,399.31 
LRCX Lam Research Corporation
-5.41%
-$17,160.44 
MS Morgan Stanley
-5.33%
-$22,508.64 
ORCL Oracle Corporation
-4.89%
-$8,268.37 
CAT Caterpillar Inc.
-4.74%
-$32,471.25 
AVGO Broadcom Inc.
-4.73%
-$36,740.5 
SMH VanEck Semiconductor ETF
-4.18%
-$94,055.37 
SLV iShares Silver Trust
-3.53%
-$36,492.25 
TXN Texas Instruments Inc
-3.52%
-$48,363.62 
GEV GE Vernova Inc.
-3.34%
-$8,497.66 
QTUM Defiance Quantum ETF
-3.27%
-$258,619.32 
AMAT Applied Materials, Inc.
-3.2%
-$12,718.19 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-3.11%
-$16,344.37 
AIQ Global X Artificial Intelligence & Technology ETF
-2.98%
-$125,046.92 
ITA iShares U.S. Aerospace & Defense ETF
-2.95%
-$7,867.8 
DTCR Global X Data Center & Digital Infrastructure ETF
-2.93%
-$277,155.45 
ADI Analog Devices, Inc.
-2.91%
-$5,524.15 
MSTR Strategy Inc.
-2.83%
-$3,742.56 
NVDA NVIDIA Corporation
-2.77%
-$239,010.31 
STKE Sol Strategies Inc.
-2.63%
-$351.27 
CSCO Cisco Systems, Inc.
-2.6%
-$35,829.5 
XLK State Street Technology Select Sector SPDR ETF
-2.54%
-$659,626.56 
C Citigroup Inc.
-2.54%
-$7,537.66 
VGT Vanguard Information Technology ETF
-2.18%
-$73,494.72 
IEMG iShares Core MSCI Emerging Markets ETF
-2.14%
-$4,337.52 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-2.04%
-$5,517.72 
GOOGL Alphabet Inc
-1.91%
-$37,527.37 
IWF iShares Russell 1000 Growth ETF
-1.89%
-$15,489.84 
GLD SPDR Gold Shares
-1.84%
-$23,872.8 
IAU iShares Gold Trust
-1.81%
-$21,450.72 
GOOG Alphabet Inc
-1.81%
-$27,097.95 
GLDM SPDR Gold MiniShares Trust
-1.78%
-$3,507.79 
META Meta Platforms Inc Class A
-1.69%
-$15,137.23 
QQQM Invesco NASDAQ 100 ETF
-1.65%
-$463,809.06 
QQQ Invesco QQQ Trust, Series 1
-1.62%
-$57,333.08 
QQQI Neos NASDAQ-100 High Income ETF
-1.54%
-$418,970.32 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.53%
-$356,049.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.5%
-$11,583.52 
IUSG iShares Core S&P U.S. Growth ETF
-1.5%
-$3,804.57 
IWP iShares Russell Mid-Cap Growth ETF
-1.48%
-$3,104.2 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.48%
-$562,455.09 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.47%
-$96,883.47 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.45%
-$7,903.95 
TSLA Tesla, Inc.
-1.44%
-$52,377.64 
MGK Vanguard Mega Cap Growth ETF
-1.31%
-$15,192.45 
GBTC Grayscale Bitcoin Trust ETF
-1.29%
-$4,408.95 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-1.28%
-$86,346.72 
SCHF Schwab International Equity ETF
-1.27%
-$5,998.3 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$8,256.65 
VUG Vanguard Growth ETF
-1.25%
-$135,220.8 
VWO Vanguard FTSE Emerging Markets ETF
-1.24%
-$6,989.85 
JPM JPMorgan Chase & Co.
-1.21%
-$10,171.9 
ATKR Atkore Inc.
-1.18%
-$8,244.99 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.17%
-$8,767.29 
FNDF Schwab Fundamental International Large Company Index ETF
-0.91%
-$2,474.95 
IEFA iShares Core MSCI EAFE ETF
-0.84%
-$2,378.99 
BTCI Neos Bitcoin High Income ETF
-0.82%
-$1,643.76 
SHLD Global X Defense Tech ETF
-0.75%
-$36,792.45 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.69%
-$1,415.87 
ESGU iShares ESG Aware MSCI USA ETF
-0.65%
-$1,513.08 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
-0.62%
-$1,454.07 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$88,037.56 
IVV iShares Core S&P 500 ETF
-0.57%
-$4,782.24 
VOO Vanguard S&P 500 ETF
-0.57%
-$12,758.5 
AMZN Amazon.com Inc
-0.55%
-$11,261.35 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$21,481.02 
F Ford Motor Company
-0.53%
-$4,217.4 
SCHX Schwab U.S. Large-Cap ETF
-0.52%
-$1,558.21 
BAC Bank of America Corporation
-0.47%
-$1,267.01 
VXF Vanguard Extended Market ETF
-0.45%
-$1,342.14 
SPYI NEOS S&P 500 High Income ETF
-0.44%
-$285,362.15 
PANW Palo Alto Networks, Inc.
-0.37%
-$1,370.94 
PJFV PGIM Jennison Focused Value ETF
-0.37%
-$74,057.4 
IEV iShares Europe ETF
-0.34%
-$726.5 
FMAY FT Vest U.S. Equity Buffer ETF
-0.33%
-$1,086.51 
PBQQ PGIM Ladders Nasdaq-100 Buffer 12 ETF
-0.3%
-$3,202.64 
BUFG FT Vest Buffered Allocation Fund
-0.29%
-$869.72 
FJUN FT Vest US Equity Buffer ETF - June
-0.27%
-$10,662.72 
PAVE Global X U.S. Infrastructure Development ETF
-0.26%
-$841 
BUFP PGIM Laddered Fund of Bond 12 ETF
-0.25%
-$18,426.8 
BUFR FT Vestladder Buffer ETF-USD I
-0.24%
-$698.29 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.23%
-$12,117.37 
FFEB FT Vest US Equity Buffer ETF
-0.21%
-$654.02 
FAPR FT Vest U.S. Equity Buffer ETF
-0.21%
-$1,612.12 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.2%
-$728.01 
IWMI Neos Russell 2000 High Income ETF
-0.2%
-$584.43 
AXON Axon Enterprise, Inc.
-0.18%
-$1,206.69 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.18%
-$656.08 
JUNP PGIM U.S. Large Cap Buffered 12 ETF
-0.18%
-$23,430.77 
JBLU JetBlue Airways Corporation
-0.18%
-$206.35 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.13%
-$344.13 
PBFR PGIM Laddered Fixed Income Fund ETF
-0.13%
-$9,951.88 
MUB iShares National Muni Bond ETF
-0.12%
-$291.62 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.12%
-$55,525.97 
MARM Ftv Estus Max Buff ETF March
-0.11%
-$628.58 
DSEP FT Vest U.S. Equity Deep Buffer Fund
-0.1%
-$500.15 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.1%
-$364.45 
XLF Financial Select Sector SPDR Fund
-0.1%
-$7,176.45 
FVAL Fidelity Value Factor ETF
-0.09%
-$291 
XDEC FT Vest US Equity Enhance & Opportunities Fund
-0.09%
-$303.12 
TLT iShares 20+ Year Treasury Bond ETF
-0.09%
-$3,273.41 
VO Vanguard Mid-Cap ETF
-0.08%
-$1,100.06 
DMAR FT Vest US Equity Deep Buffer Fund
-0.08%
-$1,226.2 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.08%
-$3,254.16 
PHYL PGIM Active High Yield Bond ETF
-0.07%
-$3,159 
XJUN FT Vest U.S. Equity Enhanced Fund
-0.07%
-$333.92 
LVHI Franklin International Low Volatility High Dividend ETF
-0.06%
-$401.9 
JUNM FT Vest US Equity Maximum Buffer June Fund
-0.06%
-$211.12 
UTEN US Treasury 10 Year Note ETF
-0.06%
-$1,793.22 
FAUG FT Vest U.S. Equity Buffer ETF
-0.04%
-$155.22 
DAUG FT Vest U.S. Equity Deep Buffer Fund
-0.02%
-$289.62 
SNOV FT Vest US Small Cap Moderate Fund
-0.02%
-$46.05 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.01%
-$995.82 
XNOV FT Vest US Equity Enhanced Fund
-0.01%
-$27.93 
UFIV U.S. Treasury 5 Year Note ETF
-0.01%
-$410.48 Events
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Dividends
Dividend Analysis
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| Trades 1180 | Longs Won 865/1180 73% | Profit Factor 13.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $346,549.13 |
| Average Win $150,757.92 | Best Trade (Jul 13) $5.11M | Sharpe Ratio -9.51 |
| Average Loss -$30,434.94 | Worst Trade (Jul 13) -$1.25M | Z-Score 12.63 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1d | Expectancy $102,388.64 |
| 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 | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
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