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:
95.64%
Gain +1.32%
Monthly
1.29%
Yearly
16.69%
Drawdown
31.42%
$447.23M
Equity
Holdings
$447.23M
Investment
$391.54M
$164.02M
Profit +$5.48M
Realized
$108.32M
Unrealized
$55.7M
Dividends
$15.13M
Goals
Avg. 43.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.32%
Profit
$5.48M
Win %
70%
This Week
Compared To Last Week
Gain
-1.2%
Profit
-$5.43M
Win %
70%
This Month
Compared to last month
Gain
-2.44%
Profit
-$11.19M
Win %
70%
This Year
Compared to last year
Gain
-2.63%
Profit
-$11.95M
Win %
67%
CLMB Climb Global Solutions Inc.
+6.72%
+$71,089.83 
BKR Baker Hughes Company
+5.83%
+$1,336 
UFPT UFP Technologies Inc.
+4.82%
+$40,782.24 
ACN Accenture plc Class A
+4.81%
+$3,025.96 
HQY HealthEquity Inc.
+4.67%
+$35,712.93 
CMG Chipotle Mexican Grill, Inc.
+4.43%
+$6,418.32 
SNPS Synopsys, Inc.
+4.16%
+$3,817.92 
AZO AutoZone Inc.
+3.98%
+$1,296.35 
FIS Fidelity National Information Services, Inc.
+3.98%
+$44,866.8 
DRI Darden Restaurants, Inc.
+3.97%
+$91,641.56 
GPN Global Payments Inc.
+3.88%
+$7,941.06 
LRN Stride, Inc.
+3.68%
+$5,545.6 
ORLY O'Reilly Automotive Inc.
+3.65%
+$108.46 
HSY The Hershey Company
+3.38%
+$117.8 
LULU lululemon athletica inc.
+3.11%
+$6,734.35 
AXP American Express Company
+2.83%
+$15,120.78 
DXCM DexCom, Inc.
+2.56%
+$17,094.03 
RJF Raymond James Financial Inc.
+2.54%
+$266,655.9 
FISV Fiserv, Inc.
+2.53%
+$30.96 
GOOG Alphabet Inc
+2.34%
+$12,304.61 
SEIC SEI Investments Company
+2.32%
+$5,099.1 
PEP PepsiCo, Inc.
+2.31%
+$365.4 
GRFS Grifols, S.A. American Depositary Receipt
+2.24%
+$258.57 
CMCSA Comcast Corp
+2.24%
+$118.5 
MA Mastercard Incorporated
+2.23%
+$84.35 
MCD McDonald's Corporation
+2.23%
+$72,409.2 
GE General Electric Company
+2.23%
+$1,780.88 
SCHW Charles Schwab Corporation
+2.17%
+$9,200.23 
F Ford Motor Company
+2.16%
+$818.71 
ZTS Zoetis Inc.
+2.08%
+$27,630.43 
WMT Walmart Inc.
+2.07%
+$80,941.39 
VZ Verizon Communications Inc.
+2.03%
+$32,684.74 
STE STERIS plc
+2.02%
+$12.99 
ICE Intercontinental Exchange, Inc.
+2.02%
+$97.02 
BX Blackstone Inc.
+2%
+$83.2 
SYK Stryker Corporation
+1.97%
+$93,073.09 
ADP Automatic Data Processing Inc.
+1.96%
+$3,853.32 
KR Kroger Co.
+1.95%
+$62.16 
MSFT Microsoft Corp.
+1.94%
+$132,467.22 
V Visa Inc. Class A
+1.91%
+$150,955.5 
DIS The Walt Disney Company
+1.9%
+$18 
HLT Hilton Worldwide Holdings Inc.
+1.81%
+$76.44 
COST Costco Wholesale Corporation
+1.77%
+$229,448.8 
DGX Quest Diagnostics Inc.
+1.75%
+$664.66 
AMP Ameriprise Financial, Inc.
+1.72%
+$100.21 
DD DuPont de Nemours, Inc.
+1.64%
+$29.38 
MSI Motorola Solutions, Inc.
+1.43%
+$54,004.71 
PHM PulteGroup Inc.
+1.43%
+$3,299.12 
TJX The TJX Companies, Inc.
+1.4%
+$7,568.64 
GSK GSK plc Sponsored ADR
+1.23%
+$100.8 
AAPL Apple Inc.
+1.17%
+$363,150.95 
LHX L3Harris Technologies, Inc.
+1.09%
+$65.4 
KIM Kimco Realty Corporation
+1.07%
+$57.68 
HPE Hewlett Packard Enterprise Company
+1.05%
+$5,882.5 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.99%
+$1,076.82 
NOC Northrop Grumman Corporation
+0.98%
+$53.4 
IBM International Business Machines Corporation
+0.98%
+$39.71 
JNJ Johnson & Johnson
+0.97%
+$36,676.79 
BA Boeing Company
+0.94%
+$25.74 
JPM JPMorgan Chase & Co.
+0.85%
+$148,642.37 
ZWS Zurn Elkay Water Solutions Corporation
+0.81%
+$8,660.73 
VLO Valero Energy Corporation
+0.8%
+$3,399.57 
HOOD Robinhood Markets, Inc.
+0.78%
+$14.8 
BMY Bristol-Myers Squibb Company
+0.76%
+$460.13 
DHI D.R. Horton, Inc.
+0.61%
+$1,233.55 
CAH Cardinal Health Inc.
+0.58%
+$146.52 
PSX Phillips 66
+0.51%
+$1,888.95 
ALL Allstate Corporation
+0.5%
+$2,016.3 
EW Edwards Lifesciences Corporation
+0.5%
+$1,333.73 
PACS Pacs Group Inc.
+0.49%
+$11,730.92 
LEN Lennar Corporation
+0.47%
+$661.2 
BRK-B Berkshire Hathaway Inc.
+0.46%
+$39,739.5 
NFLX Netflix, Inc.
+0.44%
+$26,399.94 
EXR Extra Space Storage Inc.
+0.39%
+$2,554.28 
SBUX Starbucks Corporation
+0.39%
+$311.2 
IDCC InterDigital, Inc.
+0.37%
+$2,280.02 
CSCO Cisco Systems, Inc.
+0.35%
+$1,538.4 
AVGO Broadcom Inc.
+0.34%
+$53,150.09 
VTV Vanguard Value ETF
+0.32%
+$924.69 
NEM Newmont Corporation
+0.3%
+$850.64 
AGG iShares Core U.S. Aggregate Bond ETF
+0.24%
+$2,356.81 
AZN AstraZeneca PLC American Depositary Shares
+0.23%
+$15.96 
BAC Bank of America Corporation
+0.13%
+$6.72 
LLY Eli Lilly and Company
+0.12%
+$7,370.86 
NUE Nucor Corporation
+0.12%
+$7.5 
XSMO Invesco S&P SmallCap Momentum ETF
+0.08%
+$776.3 
CELH Celsius Holdings Inc.
+0.07%
+$322.9 
HUBS HubSpot, Inc.
+0.07%
+$0.84 
WLK Westlake Corporation
+0.07%
+$1.15 
RIVN Rivian Automotive, Inc.
+0.06%
+$1.04 
AMGN Amgen Inc.
+0.06%
+$2.2 
NVDA NVIDIA Corporation
+0.06%
+$16,305.64 
FDUS Fidus Investment Corporation
+0.05%
+$1.22 
AGCO AGCO Corporation
+0.05%
+$490.86 
ABT Abbott Laboratories
+0.05%
+$102.05 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.04%
+$3.6 
ELF Elf Beauty Inc.
+0.04%
+$0.42 
SCI Service Corporation International
+0.04%
+$461.76 
ENSG The Ensign Group, Inc.
+0.04%
+$439.81 
EEM iShares MSCI Emerging Markets ETF
+0.03%
+$14.9 
B BARRICK MINING CORP Common Stock (ABR0)
+0.03%
+$0.82 
VOO Vanguard S&P 500 ETF
+0.03%
+$499.26 
RTX RTX Corporation
+0.02%
+$3.25 
SPY SPDR S&P 500 ETF Trust
+0.02%
+$758.93 
CME CME Group Inc.
+0.02%
+$524.2 
PLTR Palantir Technologies Inc.
+0.02%
+$1,532.5 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$1,876.26 
TGT Target Corporation
+0.01%
+$2.54 
JCI Johnson Controls International plc
+0.01%
+$356.58 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$33.86 
MPC Marathon Petroleum Corporation
+0.01%
+$738.62 
CDNS Cadence Design Systems, Inc.
+0.01%
+$488.4 
HD The Home Depot, Inc.
+0.01%
+$703.11 
MDY SPDR S&P MidCap 400 ETF Trust
+0.01%
+$145.69 
GOOGL Alphabet Inc
+0.01%
+$107.43 
VWO Vanguard FTSE Emerging Markets ETF
+0.01%
+$15.9 
ADI Analog Devices, Inc.
+0.01%
+$270.81 
AAON Aaon Inc.
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
0%
$0 
AROC Archrock Inc.
0%
$0 
BC Brunswick Corporation
0%
$0 
BOH Bank of Hawaii Corporation
0%
$0 
BUD Anheuser-Busch InBev S.A. ADR
0%
$0 
BYND Beyond Meat Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CGNX Cognex Corporation
0%
$0 
CRNC Cerence Inc.
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
FCNCA First Citizens BancShares, Inc.
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
HAP VanEck Natural Resources ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IGE iShares North American Natural Resources ETF
0%
$0 
IHI iShares U.S. Medical Devices ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IQV IQVIA Holdings Inc.
0%
$0 
IREN IREN Limited
0%
$0 
KO The Coca-Cola Company
0%
$0 
LNTH Lantheus Holdings, Inc.
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LSTR Landstar System Inc.
0%
$0 
M Macy's Inc.
0%
$0 
MCHP Microchip Technology Incorporated
0%
$0 
MDT Medtronic plc
0%
$0 
MGRC McGrath RentCorp
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
ONB Old National Bancorp
0%
$0 
ORCL Oracle Corporation
0%
$0 
OSK Oshkosh Corporation
0%
$0 
PCTY Paylocity Holding Corporation
0%
$0 
PKB Invesco Building & Construction ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QSR Restaurant Brands International Inc.
0%
$0 
SPGI S&P Global Inc.
0%
$0 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
0%
$0 
SSD Simpson Manufacturing Co., Inc.
0%
$0 
SYY Sysco Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
$0 
TTD The Trade Desk, Inc. Class A
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
ZION Zions Bancorporation, National Association
0%
$0 
AMD Advanced Micro Devices, Inc.
-5.17%
-$106,677.04 
FANG Diamondback Energy Inc
-4.34%
-$75,106.96 
CF CF Industries Holdings, Inc.
-4.23%
-$423.2 
DVN Devon Energy Corporation
-4.17%
-$1,893.16 
EOG EOG Resources, Inc.
-4.15%
-$10,354.24 
OXY Occidental Petroleum Corporation
-4.14%
-$2,370 
STRL Sterling Infrastructure, Inc.
-3.98%
-$122,972.94 
AEIS Advanced Energy Industries Inc.
-3.96%
-$83,485.29 
COP ConocoPhillips
-3.89%
-$30,555.72 
VST Vistra Corp
-3.86%
-$139,400.1 
ONTO Onto Innovation Inc.
-3.77%
-$174.93 
IESC Ies Holdings Inc.
-3.65%
-$84,736.43 
AMAT Applied Materials, Inc.
-3.61%
-$36,919.52 
CNQ Canadian Natural Resources Limited
-3.55%
-$319,778.25 
CSX CSX Corporation
-2.69%
-$181.61 
ODFL Old Dominion Freight Line, Inc.
-2.67%
-$118,453.87 
UNP Union Pacific Corporation
-2.61%
-$165,998.17 
MRVL Marvell Technology, Inc.
-2.6%
-$303.6 
SHEL Shell plc
-2.27%
-$94.47 
MU Micron Technology, Inc.
-2.25%
-$4,295.25 
APH Amphenol Corporation
-2.22%
-$5,654.52 
ANET Arista Networks, Inc.
-1.86%
-$174.42 
GEV GE Vernova Inc.
-1.79%
-$9,544.5 
APD Air Products and Chemicals, Inc.
-1.78%
-$49,498.53 
ATKR Atkore Inc.
-1.75%
-$25.46 
UPS United Parcel Service, Inc.
-1.6%
-$3,843.76 
TMUS T-Mobile US, Inc.
-1.6%
-$63.36 
CEG Constellation Energy Corporation
-1.59%
-$3,788.86 
TMO Thermo Fisher Scientific Inc.
-1.54%
-$3,212.64 
SPCX Space Exploration Technologies Corp. Class A
-1.36%
-$15.7 
ETN Eaton Corporation plc
-1.34%
-$53,078.32 
TSLA Tesla, Inc.
-1.22%
-$165,125.36 
NEE NextEra Energy, Inc.
-1.06%
-$12,253.1 
SMCI Super Micro Computer Inc
-0.96%
-$7,211.72 
VRT Vertiv Holdings Co
-0.95%
-$19,336.49 
ABBV AbbVie Inc.
-0.94%
-$35,518.93 
PWR Quanta Services Inc.
-0.89%
-$83.4 
RS Reliance Inc.
-0.85%
-$12,117.33 
SO The Southern Company
-0.79%
-$27.72 
VGT Vanguard Information Technology ETF
-0.78%
-$950.4 
UNH UnitedHealth Group Incorporated
-0.74%
-$15,416.25 
KEY KeyCorp
-0.62%
-$930.44 
NXPI NXP Semiconductors N.V.
-0.58%
-$4,312.76 
CMI Cummins Inc.
-0.42%
-$9,975.57 
WM Waste Management, Inc.
-0.36%
-$17.85 
EME EMCOR Group, Inc.
-0.28%
-$10,130.3 
CB Chubb Limited
-0.23%
-$10,145.52 
GRMN Garmin Ltd.
-0.23%
-$10,231.18 
META Meta Platforms Inc Class A
-0.22%
-$10,174.56 
FIX Comfort Systems USA, Inc.
-0.18%
-$51,178.6 
ACLS Axcelis Technologies, Inc.
-0.16%
-$2,022.11 
O Realty Income Corporation
-0.15%
-$3,745.3 
MO Altria Group, Inc.
-0.14%
-$34.2 
ARM Arm Holdings plc American Depositary Receipt
-0.1%
-$2.7 
TXN Texas Instruments Inc
-0.06%
-$3.06 
ICLN iShares Global Clean Energy ETF
-0.06%
-$7.28 
CVX Chevron Corporation
-0.04%
-$30.87 
CRM Salesforce Inc
-0.03%
-$74.75 
KNSL Kinsale Capital Group Inc.
-0.03%
-$210.22 
MUSA Murphy USA Inc.
-0.02%
-$0.45 
CIFR Cipher Mining Inc.
-0.02%
-$9.67 
POWL Powell Industries Inc.
-0.02%
-$537.11 
FAST Fastenal Co.
-0.02%
-$29.54 
AMRZ Amrize Ltd.
-0.02%
-$0.3 
PG Procter & Gamble Co
-0.02%
-$42.03 
STM STMicroelectronics N.V.
-0.02%
-$0.37 
AMZN Amazon.com Inc
-0.02%
-$2,374.38 
PM Philip Morris International Inc.
-0.01%
-$885.42 
ETR Entergy Corporation
-0.01%
-$117.45 
ISRG Intuitive Surgical, Inc.
-0.01%
-$13.02 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$0.87 
TOL Toll Brothers Inc
-0.01%
-$0.22 
EL The Estée Lauder Companies Inc. Class A
-0.01%
-$0.07 
XOM Exxon Mobil Corporation
-0.01%
-$253.96 Events
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Dividends
Dividend Analysis
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| Trades 2462 | Longs Won 1395/2462 56% | Profit Factor 2.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $691,274.51 |
| Average Win $177,042.79 | Best Trade (Sep 30) $18.87M | Sharpe Ratio -9.38 |
| Average Loss -$77,746.56 | Worst Trade (Dec 31) -$8.49M | Z-Score -0.23 (18.34%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 4d | Expectancy $66,620.27 |
| 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 | 5,747 | 5,172 | 4,598 | 4,023 | 3,448 | 2,874 | 2,299 | 1,724 | 1,149 | 575 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Shaun Peterson?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $25.52M, Comfort Systems USA, Inc - $18.41M, Broadcom Inc - $11.47M, Vanguard Growth ETF - $9.29M, and JPMorgan Chase & Co - $8.63M. 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: AutoZone Inc - $8.49M, Cadence Design Systems, Inc - $5.49M, lululemon athletica inc - $2.82M, Zoetis Inc - $1.41M, and MKS Instruments Inc - $1.17M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Shaun Peterson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.13M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $924,608.55, Canadian Natural Resources Limited - $802,044.96, The Home Depot, Inc - $481,695.27, Energy Select Sector SPDR Fund - $481,452.05, and Raymond James Financial Inc - $452,465.49. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Shaun Peterson's monthly returns?
Shaun Peterson'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 Shaun Peterson's strategy be considered aggressive or moderate?
Shaun Peterson's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Shaun Peterson's strategy?
Shaun Peterson's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
