Wealth Watch Advisors Inc. Portfolio
Invests via Wealth Watch Advisors Inc. | Managed by David A. Shields, William E. Gastl, Tyrone Clark
Invests via Wealth Watch Advisors Inc.
Managed by David A. Shields, William E. Gastl, Tyrone Clark
Automatically Tracked
Company Profile
Serving high-net-worth families and institutional clients, the firm provides discretionary wealth management, fiduciary advisory and multi-asset portfolio construction across equities, fixed income and alternatives. Wealth Watch Advisors Inc. deploys concentrated and tactical equity strategies alongside liability-aware fixed-income sleeves, with an emphasis on tax-efficient implementation and customized reporting for financial advisors and family offices. Fee model mixes AUM fees and performance overlays; regulatory filings indicate SEC-registered investment adviser status and a team with prior roles at national custodians and asset managers.
Serving high-net-worth families and institutional clients, the firm provides discretionary wealth management, fiduciary advisory and multi-asset portfolio construction across equities, fixed income and alternatives. Wealth Watch Advisors Inc. deploys concentrated and tactical equity strategies alongside liability-aware fixed-income sleeves, with an emphasis on tax-efficient implementation and customized reporting for financial advisors and family offices. Fee model mixes AUM fees and performance overlays; regulatory filings indicate SEC-registered investment adviser status and a team with prior roles at national custodians and asset managers.
Investment Philosophy & Strategy
Favors a fiduciary, multi‑asset approach that blends concentrated, tactical equity exposures with liability‑aware fixed‑income sleeves to serve high‑net‑worth and institutional clients. Emphasizes tax‑efficient implementation, customized reporting and active risk budgeting to align portfolios with cash flow and horizon needs. Capital deployment mixes discretionary mandates, fee‑for‑AUM models and performance overlays; underwriting relies on manager selection, direct equity concentration and operational experience from custodial and asset‑management backgrounds.
Favors a fiduciary, multi‑asset approach that blends concentrated, tactical equity exposures with liability‑aware fixed‑income sleeves to serve high‑net‑worth and institutional clients. Emphasizes tax‑efficient implementation, customized reporting and active risk budgeting to align portfolios with cash flow and horizon needs. Capital deployment mixes discretionary mandates, fee‑for‑AUM models and performance overlays; underwriting relies on manager selection, direct equity concentration and operational experience from custodial and asset‑management backgrounds.
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:
22.01%
Gain +1.63%
Monthly
0.99%
Yearly
12.62%
Drawdown
19.55%
$304.32M
Equity
Holdings
$304.32M
Investment
$277.14M
$34.29M
Profit +$3.63M
Realized
$7.11M
Unrealized
$27.18M
Dividends
$7.26M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.63%
Profit
$3.63M
Win %
65%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$857,797.56
Win %
65%
This Month
Compared to last month
Gain
0.04%
Profit
$115,464.44
Win %
65%
This Year
Compared to last year
Gain
-0.92%
Profit
-$2.84M
Win %
62%
AMD Advanced Micro Devices, Inc.
+6.5%
+$18,922.14 
GLW Corning Incorporated
+4.7%
+$12,173.33 
PLTM GraniteShares Platinum Trust
+2.37%
+$95,687.28 
CVS CVS Health Corporation
+2.28%
+$10,264.1 
ADI Analog Devices, Inc.
+2.16%
+$4,430.58 
PWR Quanta Services Inc.
+1.93%
+$6,149 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.6%
+$219,550.59 
GDXY YieldMax Gold Miners Option Income Strategy ETF
+1.58%
+$2,116.33 
XLE Energy Select Sector SPDR Fund
+1.39%
+$5,882.84 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.99%
+$8,493.92 
MO Altria Group, Inc.
+0.95%
+$1,809.15 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
+0.95%
+$3,541.32 
LIN Linde plc
+0.95%
+$1,938.57 
EMLP First Trust North American Energy Infrastructure Fund
+0.88%
+$8,844.81 
ROK Rockwell Automation, Inc.
+0.87%
+$2,122.99 
PM Philip Morris International Inc.
+0.78%
+$1,743.44 
TSLA Tesla, Inc.
+0.68%
+$3,273.27 
UNH UnitedHealth Group Incorporated
+0.67%
+$1,428.46 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.66%
+$14,797.38 
SGOL abrdn Physical Gold Shares ETF
+0.65%
+$27,976.86 
SPRX Spear Alpha ETF
+0.64%
+$24,812.54 
IAU iShares Gold Trust
+0.61%
+$21,820 
LNT Alliant Energy Corporation
+0.57%
+$1,377.6 
SLV iShares Silver Trust
+0.55%
+$13,990.72 
IWM iShares Russell 2000 ETF
+0.52%
+$11,079.09 
SIVR abrdn Physical Silver Shares ETF
+0.49%
+$12,487.2 
XLB Materials Select Sector SPDR Fund
+0.44%
+$1,568.14 
BAI iShares A.I. Innovation and Tech Active ETF
+0.43%
+$3,051.2 
YQQQ YieldMax N100 Short Option Income Fund
+0.43%
+$562.23 
MA Mastercard Incorporated
+0.4%
+$1,442.25 
XLI Industrial Select Sector SPDR Fund
+0.39%
+$1,432.8 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.37%
+$8,350.86 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.34%
+$1,090.8 
VOE Vanguard Mid-Cap Value ETF
+0.33%
+$918.39 
MDY SPDR S&P MidCap 400 ETF Trust
+0.32%
+$4,520.65 
CAT Caterpillar Inc.
+0.23%
+$4,381.35 
AAPL Apple Inc.
+0.22%
+$12,582.6 
MCD McDonald's Corporation
+0.21%
+$1,242.92 
PG Procter & Gamble Co
+0.2%
+$2,465.67 
CWB SPDR Bloomberg Convertible Securities ETF
+0.19%
+$41,227.6 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.18%
+$1,963.5 
JEPI JPMorgan Equity Premium Income Fund
+0.17%
+$3,130.6 
IWS iShares Russell Mid-Cap Value ETF
+0.16%
+$576.45 
HYBL SPDR Blackstone High Income Fund
+0.11%
+$3,216.9 
SPYT Defiance S&P 500 Target Income ETF
+0.06%
+$191.56 
BUFQ FT Nasdaq Buffer ETF July.
+0.05%
+$295.8 
CLOI VanEck CLO ETF
+0.04%
+$161.14 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.03%
+$1,367.4 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$321.96 
UFO Procure Space ETF
+0.02%
+$78.45 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
FLTR VanEck IG Floating Rate ETF
0%
$0 
BUFZ FT Vest Laddered Moderate Buffer Fund
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$82,460.5 
ORCL Oracle Corporation
-3.65%
-$11,075.1 
CIBR First Trust NASDAQ Cybersecurity ETF
-2.54%
-$44,239 
LLY Eli Lilly and Company
-2.38%
-$13,929.71 
DAL Delta Air Lines, Inc.
-2.15%
-$5,452.72 
CSCO Cisco Systems, Inc.
-1.58%
-$7,102.72 
LRCX Lam Research Corporation
-1.38%
-$3,636.32 
AMZN Amazon.com Inc
-0.94%
-$11,576.69 
META Meta Platforms Inc Class A
-0.86%
-$5,145.59 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.84%
-$13,130.34 
HD The Home Depot, Inc.
-0.83%
-$3,396.66 
BITB Bitwise Bitcoin ETF
-0.76%
-$4,917.12 
IBIT iShares Bitcoin Trust
-0.7%
-$4,162.75 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-0.68%
-$3,924.98 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$1,244.1 
SYK Stryker Corporation
-0.55%
-$6,230.34 
ABBV AbbVie Inc.
-0.54%
-$1,350.48 
TQQQ ProShares UltraPro QQQ
-0.47%
-$8,852.4 
SSO ProShares Ultra S&P500
-0.44%
-$1,785.6 
VUG Vanguard Growth ETF
-0.43%
-$12,366.12 
HCMT Direxion HCM Tactical Enhanced US ETF
-0.43%
-$72,651.79 
ILDR First Trust Innovation Leaders ETF
-0.42%
-$17,057.05 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$12,724.01 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.39%
-$6,344.69 
WMT Walmart Inc.
-0.39%
-$1,768.05 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.39%
-$20,956.8 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
-0.36%
-$8,798.52 
V Visa Inc. Class A
-0.36%
-$1,333.82 
LGH HCM Defender 500 Index ETF
-0.33%
-$64,988.28 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.32%
-$916.98 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.32%
-$4,472.01 
VYM Vanguard High Dividend Yield ETF
-0.3%
-$738.48 
MSFT Microsoft Corp.
-0.3%
-$6,071 
QLD ProShares Ultra QQQ
-0.3%
-$1,050.84 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-0.28%
-$1,520.28 
SDTY YieldMax S&P 500 0DTE Collateralized Call Strategy ETF
-0.28%
-$900.46 
QQH HCM Defender 100 Index ETF
-0.27%
-$74,220.31 
GIAX Nicholas Global Equity and Income ETF
-0.25%
-$423.99 
GTO Invesco Total Return Bond ETF
-0.25%
-$745.2 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.24%
-$12,175.14 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$674.9 
SMH VanEck Semiconductor ETF
-0.22%
-$7,109.65 
SOXY YieldMax Target 12 Semiconductor Option Income ETF
-0.22%
-$1,893.79 
FBND Fidelity Total Bond ETF
-0.2%
-$2,721.63 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$4,336.56 
VOO Vanguard S&P 500 ETF
-0.19%
-$22,201.45 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.19%
-$559.3 
IVV iShares Core S&P 500 ETF
-0.18%
-$1,760.32 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$1,878.22 
FTGS First Trust Growth Strength ETF
-0.17%
-$3,469.97 
AFLG First Trust Active Factor Large Cap ETF
-0.15%
-$2,241.55 
ZHDG Zega Buy and Hedge ETF
-0.14%
-$7,493.57 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$14,575 
GOOGL Alphabet Inc
-0.13%
-$2,073.22 
GOOG Alphabet Inc
-0.12%
-$406.79 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.1%
-$1,697.44 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$6,888.58 
COST Costco Wholesale Corporation
-0.08%
-$304.5 
BIGY YieldMax Target 12 Big 50 Option Income ETF
-0.08%
-$357 
JPM JPMorgan Chase & Co.
-0.07%
-$644.74 
SRLN SPDR Blackstone Senior Loan ETF
-0.07%
-$307.68 
HYLS FT Tactical High Yield ETF
-0.07%
-$372.75 
LMBS First Trust Low Duration Opportunities ETF
-0.07%
-$610.26 
NVDA NVIDIA Corporation
-0.06%
-$1,548.68 
CMI Cummins Inc.
-0.06%
-$130.54 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$139.49 
RDVY First Trust Rising Dividend Achievers ETF
-0.04%
-$548.37 
CAIE Calamos Autocallable Income ETF
-0.04%
-$12,950.93 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.02%
-$122.3 
FTSL First Trust Senior Loan ETF
-0.02%
-$133.96 Events
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Dividends
Dividend Analysis
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| Trades 2052 | Longs Won 941/2052 45% | Profit Factor 3.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $197,799.17 |
| Average Win $49,485.75 | Best Trade (Aug 15) $5.81M | Sharpe Ratio -11.75 |
| Average Loss -$11,053.36 | Worst Trade (Sep 02) -$2.72M | Z-Score -0.91 (63.71%) |
| Commissions $0 | Avg. Trade Length 5m 3w 5d | Expectancy $16,708.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,780 | $4.77M | $5.75M | - | $974,130.49 | 20.42% | +0.219% |
| ABBV AbbVie Inc. | 993 | $249,909 | $247,713.79 | - | -$2,195.21 | -0.88% | -0.542% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 344,429 | $7.07M | $7.14M | - | $70,771.24 | 1% | -0.096% |
| ADI Analog Devices, Inc. | 539 | $214,075 | $209,881.22 | - | -$4,193.78 | -1.96% | +2.157% |
| AFLG First Trust Active Factor Large Cap ETF | 33,456 | $1.33M | $1.51M | - | $186,990.33 | 14.09% | -0.148% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 111,447 | $14.45M | $13.9M | - | -$548,992.65 | -3.8% | +1.604% |
| AMD Advanced Micro Devices, Inc. | 603 | $350,289 | $310,177.18 | - | -$40,111.82 | -11.45% | +6.497% |
| AMZN Amazon.com Inc | 4,668 | $1.02M | $1.23M | - | $205,295.28 | 20.11% | -0.935% |
| AVGO Broadcom Inc. | 3,321 | $952,098.46 | $1.31M | - | $353,021.3 | 37.08% | -5.943% |
| BAI iShares A.I. Innovation and Tech Active ETF | 15,256 | $804,296 | $713,523.12 | - | -$90,772.88 | -11.29% | +0.429% |
| BIGY YieldMax Target 12 Big 50 Option Income ETF | 8,925 | $446,009.03 | $470,615.25 | - | $24,606.22 | 5.52% | -0.076% |
| BITB Bitwise Bitcoin ETF | 18,912 | $996,496.27 | $645,466.56 | - | -$351,029.71 | -35.23% | -0.756% |
| BND Vanguard Total Bond Market Index Fund | 3,970 | $294,503.63 | $287,070.7 | - | -$7,432.93 | -2.52% | -0.235% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 3,162 | $294,666.79 | $286,540.44 | - | -$8,126.35 | -2.76% | -0.319% |
| BRK-B Berkshire Hathaway Inc. | 429 | $214,667 | $216,228.87 | - | $1,561.87 | 0.73% | -0.572% |
| BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December | 136,740 | $3.62M | $4.15M | - | $529,821.32 | 14.65% | +0.033% |
| BUFQ FT Nasdaq Buffer ETF July. | 14,790 | $515,724.43 | $588,789.9 | - | $73,065.47 | 14.17% | +0.05% |
| BUFR FT Vestladder Buffer ETF-USD I | 191,859 | $6.22M | $7.18M | - | $964,640.2 | 15.52% | 0.0 |
| BUFZ FT Vest Laddered Moderate Buffer Fund | 10,106 | $261,573.1 | $287,818.88 | - | $26,245.78 | 10.03% | 0.0 |
| CAIE Calamos Autocallable Income ETF | 1.3M | $35.37M | $35.58M | - | $204,390.97 | 0.58% | -0.036% |
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FAQ
Which stocks have generated the highest profits for Wealth Watch Advisors Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Calamos Autocallable Income ETF - $3.08M, SPDR Bloomberg Convertible Securities ETF - $3M, Invesco QQQ Trust, Series 1 - $1.12M, HCM Defender 100 Index ETF - $749,240.69, and HCM Defender 500 Index ETF - $618,293.71. 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: iShares Semiconductor ETF - $258,155.93, YieldMax Magnificent 7 Fund of Option Income ETFs - $240,560.46, ProShares Ultra Semiconductors - $205,929.59, Bitwise Bitcoin ETF - $147,762.15, and iShares Bitcoin Trust - $145,627.84. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Wealth Watch Advisors Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.26M earned over time. The largest contributors to dividend income include Calamos Autocallable Income ETF - $3.08M, SPDR Bloomberg Convertible Securities ETF - $492,033.78, SPDR Portfolio Aggregate Bond ETF - $282,422.83, FT Vest Laddered Autocallable Barrier & Income ETF - $264,194.82, and SPDR Bloomberg 1-3 Month T-Bill ETF - $236,980.2. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Wealth Watch Advisors Inc.'s monthly returns?
Wealth Watch Advisors Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Wealth Watch Advisors Inc.'s strategy be considered aggressive or moderate?
Wealth Watch Advisors Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Wealth Watch Advisors Inc.'s strategy?
Wealth Watch Advisors Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
