SP
Shaun Peterson Portfolio
Invests via Peterson Wealth Services | Managed by Shaun Peterson
Invests via Peterson Wealth Services
Managed by Shaun Peterson
Automatically Tracked
Shaun Peterson Profile
With a robust foundation in entrepreneurship and strategic leadership, Shaun Peterson stands out as an influential figure within the technology sector. His experience spans multiple startups, where he has driven innovation and growth while successfully navigating competitive landscapes. A proven leader, he has been instrumental in launching market-disrupting products that redefine user experiences and operational efficiency. Beyond his role as a founder, Peterson actively mentors emerging entrepreneurs, fostering a new generation of business leaders keen on leveraging technology to address modern challenges. His insights into digital transformation are highly sought after, positioning him at the nexus of investment opportunities in tech-focused ventures.
With a robust foundation in entrepreneurship and strategic leadership, Shaun Peterson stands out as an influential figure within the technology sector. His experience spans multiple startups, where he has driven innovation and growth while successfully navigating competitive landscapes. A proven leader, he has been instrumental in launching market-disrupting products that redefine user experiences and operational efficiency. Beyond his role as a founder, Peterson actively mentors emerging entrepreneurs, fostering a new generation of business leaders keen on leveraging technology to address modern challenges. His insights into digital transformation are highly sought after, positioning him at the nexus of investment opportunities in tech-focused ventures.
Investment Philosophy & Strategy
Growth opportunities within the tech industry shape his investment focus. Shaun Peterson's entrepreneurial mindset drives him to identify and support transformative ideas that disrupt traditional markets. With a keen eye for scalability, he seeks ventures demonstrating strong potential to innovate and expand rapidly. His engagement with startups extends beyond funding; he provides strategic guidance drawn from extensive experience in product development and market entry strategies. By emphasizing adaptability and visionary leadership, investments are crafted not only to generate returns but also to advance pioneering solutions that can tackle contemporary challenges.
Growth opportunities within the tech industry shape his investment focus. Shaun Peterson's entrepreneurial mindset drives him to identify and support transformative ideas that disrupt traditional markets. With a keen eye for scalability, he seeks ventures demonstrating strong potential to innovate and expand rapidly. His engagement with startups extends beyond funding; he provides strategic guidance drawn from extensive experience in product development and market entry strategies. By emphasizing adaptability and visionary leadership, investments are crafted not only to generate returns but also to advance pioneering solutions that can tackle contemporary challenges.
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:
55.76%
Gain +0.44%
Monthly
0.72%
Yearly
8.99%
Drawdown
19.63%
$452.33M
Equity
Holdings
$452.33M
Investment
$386.31M
$173.56M
Profit +$2.06M
Realized
$107.54M
Unrealized
$66.01M
Dividends
$14.53M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.44%
Profit
$2.06M
Win %
72%
This Week
Compared To Last Week
Gain
-1.37%
Profit
-$6.27M
Win %
72%
This Month
Compared to last month
Gain
-1.85%
Profit
-$8.54M
Win %
72%
This Year
Compared to last year
Gain
8.76%
Profit
$37.32M
Win %
70%
ARM Arm Holdings plc American Depositary Receipt
+11.27%
+$385.8 
CIFR Cipher Mining Inc.
+8.26%
+$3,616.58 
RIVN Rivian Automotive, Inc.
+7.85%
+$126.88 
ONTO Onto Innovation Inc.
+6.79%
+$350.2 
IREN IREN Limited
+5.4%
+$61,004.16 
CRWV CoreWeave, Inc.
+5.02%
+$1,948.05 
AMD Advanced Micro Devices, Inc.
+4.75%
+$94,003.41 
PACS Pacs Group Inc.
+4.4%
+$82,118.16 
AEIS Advanced Energy Industries Inc.
+4.1%
+$88,234.52 
ACLS Axcelis Technologies, Inc.
+3.77%
+$51,672.95 
GEV GE Vernova Inc.
+3.65%
+$19,088.65 
GPN Global Payments Inc.
+3.45%
+$5,708.76 
CMG Chipotle Mexican Grill, Inc.
+3.12%
+$4,655.62 
HPE Hewlett Packard Enterprise Company
+2.94%
+$16,284.12 
CEG Constellation Energy Corporation
+2.85%
+$6,099.34 
CME CME Group Inc.
+2.8%
+$73,823.4 
CF CF Industries Holdings, Inc.
+2.77%
+$236 
CELH Celsius Holdings Inc.
+2.75%
+$11,820.12 
SCHW Charles Schwab Corporation
+2.73%
+$9,980.08 
NEM Newmont Corporation
+2.69%
+$8,050.43 
AMAT Applied Materials, Inc.
+2.64%
+$27,992.76 
RJF Raymond James Financial Inc.
+2.64%
+$245,278.86 
IDCC InterDigital, Inc.
+2.56%
+$15,921.64 
IESC Ies Holdings Inc.
+2.53%
+$67,654.5 
STRL Sterling Infrastructure, Inc.
+2.5%
+$101,955 
MCHP Microchip Technology Incorporated
+2.48%
+$8,217.9 
VZ Verizon Communications Inc.
+2.46%
+$38,303.26 
CGNX Cognex Corporation
+2.42%
+$7,723.5 
JPM JPMorgan Chase & Co.
+2.3%
+$360,256.84 
CMCSA Comcast Corp
+2.23%
+$22,908.7 
FIS Fidelity National Information Services, Inc.
+2.22%
+$20,139.05 
AXP American Express Company
+2.18%
+$11,259.02 
SYK Stryker Corporation
+2.11%
+$91,770.62 
NUE Nucor Corporation
+2.09%
+$136.25 
PM Philip Morris International Inc.
+2.04%
+$127,813.76 
TTD The Trade Desk, Inc. Class A
+2.01%
+$14.06 
GRFS Grifols, S.A. American Depositary Receipt
+2%
+$228.15 
TGT Target Corporation
+1.94%
+$327.02 
OXY Occidental Petroleum Corporation
+1.9%
+$1,055 
TSLA Tesla, Inc.
+1.88%
+$328,989.62 
FIX Comfort Systems USA, Inc.
+1.87%
+$564,036.37 
EL The Estée Lauder Companies Inc. Class A
+1.86%
+$21.32 
ONB Old National Bancorp
+1.82%
+$755.55 
BOH Bank of Hawaii Corporation
+1.8%
+$568 
VRT Vertiv Holdings Co
+1.64%
+$33,027.06 
PAYC Paycom Software, Inc.
+1.64%
+$6,744.33 
ACN Accenture plc Class A
+1.64%
+$1,161.76 
KEY KeyCorp
+1.64%
+$2,425.79 
AMRZ Amrize Ltd.
+1.62%
+$25.5 
UNP Union Pacific Corporation
+1.58%
+$86,708.5 
DVN Devon Energy Corporation
+1.52%
+$684.76 
ENSG The Ensign Group, Inc.
+1.52%
+$15,901.76 
CAT Caterpillar Inc.
+1.49%
+$426.56 
POWL Powell Industries Inc.
+1.46%
+$44,867.25 
SEIC SEI Investments Company
+1.42%
+$2,766.25 
EME EMCOR Group, Inc.
+1.42%
+$54,851.44 
WLK Westlake Corporation
+1.4%
+$28.06 
COP ConocoPhillips
+1.39%
+$10,626.7 
FISV Fiserv, Inc.
+1.39%
+$17.64 
SPGI S&P Global Inc.
+1.36%
+$5,143.68 
ADI Analog Devices, Inc.
+1.35%
+$50,263.68 
O Realty Income Corporation
+1.32%
+$29,169.67 
AGCO AGCO Corporation
+1.31%
+$11,596.78 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.31%
+$1,319.88 
NEE NextEra Energy, Inc.
+1.3%
+$13,442.33 
M Macy's Inc.
+1.3%
+$26.65 
ABBV AbbVie Inc.
+1.29%
+$39,217.3 
APD Air Products and Chemicals, Inc.
+1.26%
+$30,769.98 
ZION Zions Bancorporation, National Association
+1.22%
+$1,497.69 
VLO Valero Energy Corporation
+1.2%
+$4,322.82 
LRCX Lam Research Corporation
+1.19%
+$7,707.42 
XSMO Invesco S&P SmallCap Momentum ETF
+1.19%
+$10,133.55 
IGE iShares North American Natural Resources ETF
+1.18%
+$301.7 
PKB Invesco Building & Construction ETF
+1.16%
+$4.86 
BC Brunswick Corporation
+1.15%
+$13,571.72 
VST Vistra Corp
+1.13%
+$36,397.16 
ETR Entergy Corporation
+1.11%
+$13,371.2 
ICE Intercontinental Exchange, Inc.
+1.11%
+$50.82 
VSNT Versant Media Group, Inc.
+1.1%
+$582.12 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.09%
+$1,120.42 
AZO AutoZone Inc.
+1.08%
+$365.37 
JNJ Johnson & Johnson
+1.07%
+$35,840.25 
NSC Norfolk Southern Corporation
+1.07%
+$410.44 
HAP VanEck Natural Resources ETF
+1.05%
+$2,029.08 
HOOD Robinhood Markets, Inc.
+1.04%
+$19.2 
V Visa Inc. Class A
+1.03%
+$72,611.64 
MPC Marathon Petroleum Corporation
+1.03%
+$49,392.4 
IJR iShares Core S&P Small-Cap ETF
+1%
+$198.8 
APH Amphenol Corporation
+0.95%
+$2,581 
VTV Vanguard Value ETF
+0.94%
+$2,675.02 
ALL Allstate Corporation
+0.93%
+$3,325.19 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$1,738.79 
HUBS HubSpot, Inc.
+0.89%
+$2,169.75 
ICLN iShares Global Clean Energy ETF
+0.87%
+$131.04 
PG Procter & Gamble Co
+0.85%
+$1,754.49 
RS Reliance Inc.
+0.83%
+$11,264.2 
XLE Energy Select Sector SPDR Fund
+0.77%
+$1,272.48 
NXPI NXP Semiconductors N.V.
+0.76%
+$6,350.19 
OSK Oshkosh Corporation
+0.76%
+$2,004.3 
GE General Electric Company
+0.75%
+$562.74 
SBUX Starbucks Corporation
+0.74%
+$587.48 
CVX Chevron Corporation
+0.74%
+$604.17 
PSX Phillips 66
+0.74%
+$2,367.17 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$72.15 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$8,862.73 
ELF Elf Beauty Inc.
+0.72%
+$3,504.6 
HD The Home Depot, Inc.
+0.72%
+$39,045.24 
COST Costco Wholesale Corporation
+0.72%
+$98,482.11 
MO Altria Group, Inc.
+0.71%
+$174.42 
UNH UnitedHealth Group Incorporated
+0.71%
+$13,253.36 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$59,301.88 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$972.89 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$582.4 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.62%
+$27.6 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$92.42 
VGT Vanguard Information Technology ETF
+0.6%
+$756 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$298 
CMI Cummins Inc.
+0.59%
+$13,645.1 
VOO Vanguard S&P 500 ETF
+0.58%
+$11,408.85 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$20,054.38 
ZWS Zurn Elkay Water Solutions Corporation
+0.57%
+$5,936.43 
PCTY Paylocity Holding Corporation
+0.56%
+$1,962.37 
GOOGL Alphabet Inc
+0.56%
+$7,454.04 
FDUS Fidus Investment Corporation
+0.53%
+$12.2 
MSI Motorola Solutions, Inc.
+0.47%
+$16,509.4 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.47%
+$44.1 
GOOG Alphabet Inc
+0.46%
+$2,697.8 
WMT Walmart Inc.
+0.45%
+$19,111.51 
HSY The Hershey Company
+0.42%
+$15.3 
FTCS First Trust Capital Strength ETF
+0.41%
+$629.85 
PEP PepsiCo, Inc.
+0.4%
+$67.28 
BMY Bristol-Myers Squibb Company
+0.4%
+$220.28 
FAST Fastenal Co.
+0.39%
+$528.66 
ATKR Atkore Inc.
+0.37%
+$5.51 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$846.5 
CDNS Cadence Design Systems, Inc.
+0.32%
+$14,881.56 
DRI Darden Restaurants, Inc.
+0.31%
+$7,449.42 
WM Waste Management, Inc.
+0.29%
+$13.44 
FANG Diamondback Energy Inc
+0.29%
+$4,320.8 
XOM Exxon Mobil Corporation
+0.28%
+$10,112.24 
KNSL Kinsale Capital Group Inc.
+0.23%
+$1,338.09 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$3,956.7 
VUG Vanguard Growth ETF
+0.22%
+$56,629.5 
MGRC McGrath RentCorp
+0.22%
+$87.5 
IQV IQVIA Holdings Inc.
+0.2%
+$686.16 
ADP Automatic Data Processing Inc.
+0.2%
+$346.72 
LNTH Lantheus Holdings, Inc.
+0.19%
+$1,336.8 
EXR Extra Space Storage Inc.
+0.16%
+$1,037.33 
DXCM DexCom, Inc.
+0.16%
+$1,121.64 
STE STERIS plc
+0.15%
+$393.7 
NVDA NVIDIA Corporation
+0.14%
+$37,919.09 
CB Chubb Limited
+0.1%
+$3,966.1 
MSFT Microsoft Corp.
+0.1%
+$6,913.6 
KO The Coca-Cola Company
+0.1%
+$80.16 
EOG EOG Resources, Inc.
+0.08%
+$189.09 
ORCL Oracle Corporation
+0.05%
+$2,412.9 
TJX The TJX Companies, Inc.
+0.05%
+$291.52 
IHI iShares U.S. Medical Devices ETF
+0.02%
+$28.94 
EFG iShares MSCI EAFE Growth ETF
+0.02%
+$19.2 
MUSA Murphy USA Inc.
+0.01%
+$0.27 
MCD McDonald's Corporation
+0.01%
+$249.68 
GSY Invesco Ultra Short Duration ETF
0%
$0 
JCI
0%
$0 
LEN
0%
$0 
WSTG Wayside Technology Group Inc
0%
$0 
SMCI Super Micro Computer Inc
-4.72%
-$25,863.28 
BYND Beyond Meat Inc.
-3.2%
-$0.56 
LULU lululemon athletica inc.
-2.52%
-$42,114.26 
LLY Eli Lilly and Company
-2.41%
-$137,035.16 
PLTR Palantir Technologies Inc.
-2.35%
-$237,517.43 
ZTS Zoetis Inc.
-2.25%
-$29,384.31 
LRN Stride, Inc.
-1.91%
-$2,403.5 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$264,049.57 
ABT Abbott Laboratories
-1.68%
-$3,054.73 
CRNC Cerence Inc.
-1.67%
-$18 
UFPT UFP Technologies Inc.
-1.53%
-$11,781.54 
AAPL Apple Inc.
-1.52%
-$420,331.5 
LHX L3Harris Technologies, Inc.
-1.43%
-$49.17 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$2,306.59 
AMZN Amazon.com Inc
-1.23%
-$177,774.64 
NFLX Netflix, Inc.
-1.14%
-$78,503.16 
BA Boeing Company
-1.13%
-$32.63 
AAON Aaon Inc.
-1.13%
-$10,419.7 
STM STMicroelectronics N.V.
-1.13%
-$32.56 
AVGO Broadcom Inc.
-0.91%
-$144,417 
MPWR Monolithic Power Systems, Inc.
-0.81%
-$15,764.53 
ODFL Old Dominion Freight Line, Inc.
-0.81%
-$37,570.92 
EW Edwards Lifesciences Corporation
-0.77%
-$2,210.34 
HQY HealthEquity Inc.
-0.7%
-$4,788.26 
PHM PulteGroup Inc.
-0.67%
-$1,487.36 
CSCO Cisco Systems, Inc.
-0.6%
-$2,823.64 
ETN Eaton Corporation plc
-0.55%
-$20,731.9 
SYY Sysco Corporation
-0.54%
-$15.91 
BKR Baker Hughes Company
-0.54%
-$136 
SNPS Synopsys, Inc.
-0.53%
-$621.6 
UPS United Parcel Service, Inc.
-0.52%
-$770.1 
ISRG Intuitive Surgical, Inc.
-0.44%
-$682.37 
TT Trane Technologies plc
-0.42%
-$3,300.3 
LSTR Landstar System Inc.
-0.41%
-$1,198.77 
FCNCA First Citizens BancShares, Inc.
-0.4%
-$3,049.2 
NOC Northrop Grumman Corporation
-0.4%
-$21.9 
SSD Simpson Manufacturing Co., Inc.
-0.37%
-$3,612.96 
DGX Quest Diagnostics Inc.
-0.35%
-$105.75 
RTX RTX Corporation
-0.33%
-$39.65 
DIS The Walt Disney Company
-0.3%
-$3.05 
CNQ Canadian Natural Resources Limited
-0.28%
-$24,048.62 
DHI D.R. Horton, Inc.
-0.26%
-$560.91 
META Meta Platforms Inc Class A
-0.23%
-$9,976.12 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$130.95 
CRM Salesforce Inc
-0.22%
-$527.4 
MDT Medtronic plc
-0.21%
-$9.35 
GRMN Garmin Ltd.
-0.2%
-$8,886.17 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$15.66 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$713.46 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-0.09%
-$2,963.52 Events
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Dividends
Dividend Analysis
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| Trades 2283 | Longs Won 1288/2283 56% | Profit Factor 3.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $737,277.1 |
| Average Win $194,068.82 | Best Trade (Sep 30) $18.87M | Sharpe Ratio -7.2 |
| Average Loss -$76,789.47 | Worst Trade (Dec 31) -$8.49M | Z-Score 1.01 (68.9%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4d | Expectancy $76,020.64 |
| 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 | 5,882 | 5,294 | 4,706 | 4,118 | 3,529 | 2,941 | 2,353 | 1,765 | 1,176 | 588 |
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Returns
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Option values are updated at end of day.
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