Colleen Wysong Portfolio

Invests via Koesten, Hirschmann & Crabtree Inc. | Managed by Koesten, Hirschmann & Crabtree Inc. (dba Aspyre Wealth Partners), Lucas Bucl

Invests via Koesten, Hirschmann & Crabtree Inc.

Managed by Koesten, Hirschmann & Crabtree Inc. (dba Aspyre Wealth Partners), Lucas Bucl

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Colleen Wysong Profile

With a strong foundation in operational leadership, Colleen Wysong is a dynamic force in the technology sector. She has cultivated extensive expertise through her management roles in growth-focused firms, driving transformative strategies that enhance organizational effectiveness and market impact. Recognized for her collaborative approach and strategic insight, she plays a pivotal role in advancing innovative solutions within competitive environments. Her track record of successfully navigating complex challenges underscores her value as both an entrepreneur and executive leader. Through engagements with high-growth startups, she remains deeply influential across the investment landscape.

Investment Philosophy & Strategy

With a sharp focus on innovation, Colleen Wysong seeks to identify and invest in disruptive technology solutions that promise long-term growth. Her leadership experience enhances her ability to assess emerging trends and recognize opportunities within rapidly evolving markets. By leveraging her operational expertise, she aims to optimize investments in high-potential startups, ensuring they possess both scalability and robust business models. Furthermore, her entrepreneurial spirit drives an exploration of unconventional strategies aimed at unlocking value where traditional metrics may falter.

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:

36.68%

Gain 0%

Monthly

0.99%

Yearly

12.49%

Drawdown

14.47%

$231.36M

Equity

Holdings

$231.36M

Investment

$149.5M

$96.72M

Profit +$5,478.06

Realized

$9.09M

Unrealized

$87.63M

Dividends

$9.14M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.003%

Profit

$5,478.06

Win %

79%

This Week

Compared To Last Week

Gain

0.002%

Profit

$5,478.06

Win %

79%

This Month

Compared to last month

Gain

-0.34%

Profit

-$781,019.92

Win %

79%

This Year

Compared to last year

Gain

9.43%

Profit

$20.18M

Win %

81%

Gainers
Losers

UMBF UMB Financial Corporation

+2.16%

+$9,686.85

TSLA Tesla, Inc.

+1.82%

+$6,835.92

JKHY Jack Henry & Associates, Inc.

+1.8%

+$4,063.3

SCHA Schwab U.S. Small-Cap ETF

+1.16%

+$47,200.8

SCHM Schwab U.S. Mid-Cap ETF

+1.09%

+$22,795.11

SCHV Schwab U.S. Large-Cap Value ETF

+1%

+$10,958.54

FNDB Schwab Fundamental U.S. Broad Market ETF

+0.99%

+$2,259

IJR iShares Core S&P Small-Cap ETF

+0.97%

+$44,332.82

USRT iShares Core U.S. REIT ETF

+0.94%

+$3,007.62

FNDX Schwab Fundamental U.S. Large Company Index ETF

+0.9%

+$477,331.12

PG Procter & Gamble Co

+0.86%

+$3,712.21

SCHE Schwab Emerging Markets Equity ETF

+0.84%

+$29,230.8

IUSV iShares Core S&P U.S. Value ETF

+0.76%

+$3,606.96

IJH iShares Core S&P Mid-Cap ETF

+0.71%

+$8,483.42

VB Vanguard Small-Cap ETF

+0.7%

+$180,675.54

IVE ISHARES S&P 500 VALUE ETF

+0.7%

+$3,562.92

COST Costco Wholesale Corporation

+0.68%

+$2,677.31

IEMG iShares Core MSCI Emerging Markets ETF

+0.61%

+$27,953.5

IVV iShares Core S&P 500 ETF

+0.55%

+$25,979.82

SPY SPDR S&P 500 ETF Trust

+0.54%

+$1,627.92

SCHX Schwab U.S. Large-Cap ETF

+0.48%

+$112,799.12

VV Vanguard Large-Cap Index Fund ETF Shares

+0.47%

+$194,388.8

WMT Walmart Inc.

+0.45%

+$1,054.08

AVEM Avantis Emerging Markets Equity ETF

+0.42%

+$14,291.6

ADTN Adtran Holdings, Inc.

+0.4%

+$5,091.24

PEP PepsiCo, Inc.

+0.38%

+$1,012.5

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+0.37%

+$1,764

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.34%

+$3,180.24

SCHF Schwab International Equity ETF

+0.29%

+$77,005.52

IEFA iShares Core MSCI EAFE ETF

+0.18%

+$32,544

MSFT Microsoft Corp.

+0.1%

+$420.39

CL Colgate-Palmolive Company

+0.07%

+$159.54

AAPL Apple Inc.

-1.52%

-$39,298.5

PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)

-1.24%

-$4,697.57

NFLX Netflix, Inc.

-1.14%

-$6,790.86

AVGO Broadcom Inc.

-0.91%

-$2,380

IBDY iShares iBonds Dec 2033 Term Corporate ETF

-0.14%

-$284.9

IBDX iShares iBonds Dec 2032 Term Corporate ETF

-0.08%

-$178.4

VTEB Vanguard Tax-Exempt Bond ETF

-0.08%

-$278.6

IBDZ iShares iBonds Dec 2034 Term Corporate ETF

-0.08%

-$231

IBDW iShares iBonds Dec 2031 Term Corporate ETF

-0.07%

-$495.03

Events

Dividends

Dividend Analysis

No Data

Trades 1225	Longs Won 716/1225 58%	Profit Factor 168.23
Profitability	Shorts Won 0/0 0%	Standard Deviation $847,152.17
Average Win $135,898.5	Best Trade (Jun 14) $21.02M	Sharpe Ratio -12.64
Average Loss -$1,136.31	Worst Trade (Jun 14) -$153,555	Z-Score -11.62 (99.98%)
Commissions $0	Avg. Trade Length 1y 3m 1d	Expectancy $78,959.14

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%	0.48%
Consecutive Losing Trades	200,000	180,000	160,000	140,000	120,000	100,000	80,000	60,000	40,000	20,000