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:
18.98%
Gain +1.01%
Monthly
0.81%
Yearly
10.14%
Drawdown
19.56%
$297.84M
Equity
Holdings
$297.84M
Investment
$277.14M
$27.85M
Profit +$2.12M
Realized
$7.16M
Unrealized
$20.7M
Dividends
$7.87M
Goals
Avg. 42.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.01%
Profit
$2.12M
Win %
61%
This Week
Compared To Last Week
Gain
0.72%
Profit
$2.12M
Win %
61%
This Month
Compared to last month
Gain
-1.73%
Profit
-$5.25M
Win %
61%
This Year
Compared to last year
Gain
-3.03%
Profit
-$9.32M
Win %
61%
SOXL Direxion Daily Semiconductor Bull 3X Shares
+5.87%
+$20,394 
AMZN Amazon.com Inc
+4.89%
+$57,042.96 
TQQQ ProShares UltraPro QQQ
+4.05%
+$67,868.4 
LRCX Lam Research Corporation
+3.79%
+$7,827.82 
TSLA Tesla, Inc.
+3.7%
+$18,591.04 
QLD ProShares Ultra QQQ
+2.63%
+$8,669.43 
BAI iShares A.I. Innovation and Tech Active ETF
+2.54%
+$16,018.8 
AMD Advanced Micro Devices, Inc.
+2%
+$6,382.15 
AVGO Broadcom Inc.
+1.97%
+$21,470.26 
SMH VanEck Semiconductor ETF
+1.92%
+$56,549.57 
SYK Stryker Corporation
+1.87%
+$18,293.28 
HCMT Direxion HCM Tactical Enhanced US ETF
+1.83%
+$289,044.74 
SPRX Spear Alpha ETF
+1.76%
+$54,399.74 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+1.75%
+$9,446.84 
QQH HCM Defender 100 Index ETF
+1.67%
+$450,162.32 
NVDA NVIDIA Corporation
+1.56%
+$37,002.5 
XLK State Street Technology Select Sector SPDR ETF
+1.53%
+$46,877.6 
CIBR First Trust NASDAQ Cybersecurity ETF
+1.49%
+$25,012.05 
SOXY YieldMax Target 12 Semiconductor Option Income ETF
+1.45%
+$11,197.38 
GIAX Nicholas Global Equity and Income ETF
+1.4%
+$2,119.95 
QQQ Invesco QQQ Trust, Series 1
+1.37%
+$141,377.5 
ILDR First Trust Innovation Leaders ETF
+1.34%
+$51,069 
ORCL Oracle Corporation
+1.32%
+$3,283.67 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.27%
+$13,387.5 
VUG Vanguard Growth ETF
+1.17%
+$32,500.7 
SSO ProShares Ultra S&P500
+1.16%
+$4,492.46 
LIN Linde plc
+1.15%
+$2,440.31 
GOOGL Alphabet Inc
+1.12%
+$17,261.81 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.09%
+$57,412.9 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.06%
+$16,655.21 
GOOG Alphabet Inc
+0.99%
+$3,406.95 
MSFT Microsoft Corp.
+0.95%
+$20,592.04 
PLTM GraniteShares Platinum Trust
+0.9%
+$34,349.28 
LGH HCM Defender 500 Index ETF
+0.81%
+$155,357.12 
SDTY YieldMax S&P 500 0DTE Collateralized Call Strategy ETF
+0.79%
+$2,403.76 
GLW Corning Incorporated
+0.78%
+$1,691.19 
UNH UnitedHealth Group Incorporated
+0.76%
+$1,639.78 
BIGY YieldMax Target 12 Big 50 Option Income ETF
+0.74%
+$3,417.38 
COST Costco Wholesale Corporation
+0.71%
+$2,866.36 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.71%
+$10,544.08 
UFO Procure Space ETF
+0.68%
+$2,078.93 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.64%
+$8,695.58 
BUFQ FT Nasdaq Buffer ETF July.
+0.6%
+$3,549.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.6%
+$1,776.6 
VOO Vanguard S&P 500 ETF
+0.6%
+$69,751.28 
IVV iShares Core S&P 500 ETF
+0.59%
+$5,588.76 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$12,643.84 
SIVR abrdn Physical Silver Shares ETF
+0.57%
+$12,899.28 
FTGS First Trust Growth Strength ETF
+0.55%
+$10,310.77 
BITB Bitwise Bitcoin ETF
+0.54%
+$4,538.88 
SLV iShares Silver Trust
+0.53%
+$12,023.27 
AFLG First Trust Active Factor Large Cap ETF
+0.49%
+$7,360.32 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
+0.49%
+$11,127.54 
IBIT iShares Bitcoin Trust
+0.48%
+$3,663.22 
ZHDG Zega Buy and Hedge ETF
+0.45%
+$22,844.68 
SPYT Defiance S&P 500 Target Income ETF
+0.44%
+$1,436.7 
CWB SPDR Bloomberg Convertible Securities ETF
+0.43%
+$83,485.89 
CAIE Calamos Autocallable Income ETF
+0.38%
+$129,509.3 
BUFR FT Vestladder Buffer ETF-USD I
+0.36%
+$25,900.97 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.35%
+$7,157.88 
WMT Walmart Inc.
+0.34%
+$1,564.53 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.32%
+$6,450.14 
IWM iShares Russell 2000 ETF
+0.27%
+$5,016.96 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.26%
+$10,939.2 
HD The Home Depot, Inc.
+0.2%
+$729.56 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.19%
+$13,777.16 
V Visa Inc. Class A
+0.19%
+$769.5 
JEPI JPMorgan Equity Premium Income Fund
+0.18%
+$3,287.1 
XLB Materials Select Sector SPDR Fund
+0.18%
+$613.62 
ROK Rockwell Automation, Inc.
+0.17%
+$401.49 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$265.98 
MCD McDonald's Corporation
+0.11%
+$589.33 
RDVY First Trust Rising Dividend Achievers ETF
+0.11%
+$1,645.11 
MDY SPDR S&P MidCap 400 ETF Trust
+0.09%
+$1,203.56 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.09%
+$252.65 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.08%
+$606.71 
HYLS FT Tactical High Yield ETF
+0.08%
+$372.75 
LMBS First Trust Low Duration Opportunities ETF
+0.07%
+$595.44 
CLOI VanEck CLO ETF
+0.07%
+$282 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.05%
+$742.63 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.02%
+$69.75 
FLTR VanEck IG Floating Rate ETF
+0.02%
+$58.53 
AAPL Apple Inc.
+0.01%
+$751.39 
FTSL First Trust Senior Loan ETF
0%
$0 
PWR Quanta Services Inc.
-2.38%
-$7,109.19 
LNT Alliant Energy Corporation
-1.73%
-$4,081.14 
JPM JPMorgan Chase & Co.
-1.38%
-$11,175.82 
EMLP First Trust North American Energy Infrastructure Fund
-1.31%
-$12,813.64 
PM Philip Morris International Inc.
-1.22%
-$2,956.78 
CMI Cummins Inc.
-1.03%
-$2,040.32 
YQQQ YieldMax N100 Short Option Income Fund
-0.9%
-$1,187.55 
CVS CVS Health Corporation
-0.84%
-$3,665.75 
META Meta Platforms Inc Class A
-0.83%
-$5,954.62 
GDXY YieldMax Gold Miners Option Income Strategy ETF
-0.76%
-$933.67 
PG Procter & Gamble Co
-0.71%
-$9,607.26 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.55%
-$5,109.15 
SGOL abrdn Physical Gold Shares ETF
-0.54%
-$22,277.87 
ADI Analog Devices, Inc.
-0.54%
-$1,148.07 
VOE Vanguard Mid-Cap Value ETF
-0.54%
-$1,447.27 
IAU iShares Gold Trust
-0.5%
-$17,063.24 
MO Altria Group, Inc.
-0.45%
-$992.12 
DAL Delta Air Lines, Inc.
-0.43%
-$904.15 
XLE Energy Select Sector SPDR Fund
-0.42%
-$2,007.09 
LLY Eli Lilly and Company
-0.4%
-$2,410.17 
ABBV AbbVie Inc.
-0.33%
-$933.42 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.32%
-$885.36 
XLI Industrial Select Sector SPDR Fund
-0.32%
-$1,054.7 
IWS iShares Russell Mid-Cap Value ETF
-0.3%
-$1,073.69 
CSCO Cisco Systems, Inc.
-0.3%
-$1,269.76 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$814.64 
FBND Fidelity Total Bond ETF
-0.28%
-$3,780 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.28%
-$14,204.33 
VYM Vanguard High Dividend Yield ETF
-0.27%
-$622.64 
MA Mastercard Incorporated
-0.26%
-$1,019.18 
GTO Invesco Total Return Bond ETF
-0.25%
-$723.17 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.2%
-$22,289.4 
CAT Caterpillar Inc.
-0.12%
-$1,912.64 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.1%
-$404.72 
HYBL SPDR Blackstone High Income Fund
-0.07%
-$1,930.14 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.04%
-$183.45 
FTSM First Trust Enhanced Short Maturity Fund
-0.02%
-$160.98 
SRLN SPDR Blackstone Senior Loan ETF
-0.01%
-$51.28 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.01%
-$24.24 Events
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Dividends
Dividend Analysis
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| Trades 2052 | Longs Won 924/2052 45% | Profit Factor 2.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $210,256.8 |
| Average Win $48,408.58 | Best Trade (Oct 14) $5.91M | Sharpe Ratio -11.75 |
| Average Loss -$14,961.3 | Worst Trade (Oct 19) -$3.45M | Z-Score -0.06 (4.84%) |
| Commissions $0 | Avg. Trade Length 6m 4d | Expectancy $13,573.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,780 | $4.77M | $6.45M | - | $1.68M | 35.2% | +0.012% |
| ABBV AbbVie Inc. | 993 | $249,909 | $282,488.64 | - | $32,579.64 | 13.04% | -0.329% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 344,429 | $7.07M | $7.14M | - | $67,326.95 | 0.95% | +0.193% |
| ADI Analog Devices, Inc. | 539 | $214,075 | $211,994.09 | - | -$2,080.91 | -0.97% | -0.539% |
| AFLG First Trust Active Factor Large Cap ETF | 33,456 | $1.33M | $1.51M | - | $177,622.65 | 13.38% | +0.491% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 111,447 | $14.45M | $11.01M | - | -$3.44M | -23.82% | -0.202% |
| AMD Advanced Micro Devices, Inc. | 603 | $350,289 | $325,218.4 | - | -$25,070.6 | -7.16% | +2.002% |
| AMZN Amazon.com Inc | 4,668 | $1.02M | $1.22M | - | $203,288.09 | 19.92% | +4.888% |
| AVGO Broadcom Inc. | 3,321 | $952,098.46 | $1.11M | - | $161,150.55 | 16.93% | +1.967% |
| BAI iShares A.I. Innovation and Tech Active ETF | 15,256 | $804,296 | $645,481.36 | - | -$158,814.64 | -19.75% | +2.545% |
| BIGY YieldMax Target 12 Big 50 Option Income ETF | 8,925 | $446,009.03 | $462,538.12 | - | $16,529.09 | 3.71% | +0.744% |
| BITB Bitwise Bitcoin ETF | 18,912 | $996,496.27 | $840,449.28 | - | -$156,046.99 | -15.66% | +0.543% |
| BND Vanguard Total Bond Market Index Fund | 3,970 | $294,503.63 | $280,340.76 | - | -$14,162.87 | -4.81% | -0.29% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 3,162 | $294,666.79 | $277,054.44 | - | -$17,612.35 | -5.98% | -0.319% |
| BRK-B Berkshire Hathaway Inc. | 429 | $214,667 | $228,502.56 | - | $13,835.56 | 6.45% | +0.117% |
| BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December | 136,740 | $3.62M | $4.18M | - | $559,220.42 | 15.46% | +0.263% |
| BUFQ FT Nasdaq Buffer ETF July. | 14,790 | $515,724.43 | $592,783.2 | - | $77,058.77 | 14.94% | +0.602% |
| BUFR FT Vestladder Buffer ETF-USD I | 191,859 | $6.22M | $7.24M | - | $1.02M | 16.4% | +0.359% |
| BUFZ FT Vest Laddered Moderate Buffer Fund | 10,106 | $261,573.1 | $289,587.43 | - | $28,014.33 | 10.71% | +0.087% |
| CAIE Calamos Autocallable Income ETF | 1.3M | $35.37M | $34.24M | - | -$1.13M | -3.19% | +0.38% |
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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 - $3.48M, SPDR Bloomberg Convertible Securities ETF - $3M, Invesco QQQ Trust, Series 1 - $1.14M, 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 $7.87M earned over time. The largest contributors to dividend income include Calamos Autocallable Income ETF - $3.49M, SPDR Bloomberg Convertible Securities ETF - $491,994.61, SPDR Portfolio Aggregate Bond ETF - $300,540.65, 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.
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