Loyd Stegent Portfolio
Invests via Stegent Equity Advisors Inc. | Managed by Loyd J. Stegent, Audrey E. Petrash
Invests via Stegent Equity Advisors Inc.
Managed by Loyd J. Stegent, Audrey E. Petrash
Automatically Tracked
Loyd Stegent Profile
Loyd Stegent is a seasoned entrepreneur and business leader with extensive experience in technology commercialization. His career showcases a commitment to transforming innovative concepts into viable market solutions, leveraging deep sector knowledge within the tech industry. Over the years, he has successfully founded and scaled multiple startups that address critical needs in software development and digital transformation services. Known for his ability to navigate complex challenges, Loyd plays an influential role in shaping strategies that drive sustainable growth and foster operational excellence among his ventures. He is well-regarded for his insights into market dynamics and evolving consumer trends.
Loyd Stegent is a seasoned entrepreneur and business leader with extensive experience in technology commercialization. His career showcases a commitment to transforming innovative concepts into viable market solutions, leveraging deep sector knowledge within the tech industry. Over the years, he has successfully founded and scaled multiple startups that address critical needs in software development and digital transformation services. Known for his ability to navigate complex challenges, Loyd plays an influential role in shaping strategies that drive sustainable growth and foster operational excellence among his ventures. He is well-regarded for his insights into market dynamics and evolving consumer trends.
Investment Philosophy & Strategy
Through a lens of innovation, Loyd Stegent adeptly identifies gaps within the technology landscape that invite entrepreneurial opportunities. His strategies prioritize market-driven solutions that harness cutting-edge advancements in software and digital transformation. With an emphasis on scalability, his ventures are not just products but platforms aimed at enduring relevance and growth potential. Each initiative reflects his robust understanding of consumer behavior alongside competitive trends, which positions him advantageously against industry peers. The proactive approach he employs fosters operational efficiencies while propelling startups toward achieving substantial impact in their respective sectors.
Through a lens of innovation, Loyd Stegent adeptly identifies gaps within the technology landscape that invite entrepreneurial opportunities. His strategies prioritize market-driven solutions that harness cutting-edge advancements in software and digital transformation. With an emphasis on scalability, his ventures are not just products but platforms aimed at enduring relevance and growth potential. Each initiative reflects his robust understanding of consumer behavior alongside competitive trends, which positions him advantageously against industry peers. The proactive approach he employs fosters operational efficiencies while propelling startups toward achieving substantial impact in their respective sectors.
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:
51.29%
Gain +0.72%
Monthly
0.46%
Yearly
5.73%
Drawdown
16.01%
$115.36M
Equity
Holdings
$115.36M
Investment
$96.6M
$22.78M
Profit +$797,551.4
Realized
$4.02M
Unrealized
$18.76M
Dividends
$11.18M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.72%
Profit
$797,551.4
Win %
79%
This Week
Compared To Last Week
Gain
0.7%
Profit
$797,551.4
Win %
79%
This Month
Compared to last month
Gain
-0.28%
Profit
-$326,878.83
Win %
79%
This Year
Compared to last year
Gain
-0.39%
Profit
-$463,456.57
Win %
74%
INTC Intel Corporation
+5.37%
+$26,851.99 
LMT Lockheed Martin Corporation
+4.71%
+$12,439.21 
SPCI Tuttle Capital Space Industry Income Blast ETF
+3.78%
+$20,150.3 
PWR Quanta Services, Inc.
+3.36%
+$28,580.9 
FTXL First Trust Nasdaq Semiconductor ETF
+3.08%
+$47,318.22 
KLAC KLA Corporation
+3.02%
+$4,675.35 
CIBR First Trust Nasdaq Cybersecurity ETF
+2.71%
+$66,061.44 
PPA Invesco Aerospace & Defense ETF
+2.55%
+$37,472.55 
NVDA NVIDIA Corporation
+2.42%
+$10,357.85 
NOC Northrop Grumman Corporation
+2.19%
+$18,710.97 
QTUM Defiance Quantum ETF
+2.17%
+$16,949.7 
PSX Phillips 66
+2.14%
+$45,090.72 
DRNZ REX Drone ETF
+1.8%
+$4,222.27 
AGIX KraneShares Public-Private AI & Technology ETF
+1.79%
+$13,609.77 
WPM Wheaton Precious Metals Corp.
+1.75%
+$5,450.52 
URNM Sprott Uranium Miners ETF
+1.75%
+$40,049.99 
VGT Vanguard Information Technology ETF
+1.7%
+$7,083.45 
SETM Sprott Critical Materials ETF
+1.61%
+$32,825.29 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.55%
+$33,794.32 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.51%
+$18,107.76 
MSFT Microsoft Corporation Common Stock
+1.48%
+$14,676.76 
TDAQ TappAlpha Innovation 100 Growth & Daily Income ETF
+1.33%
+$46,534.44 
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF
+1.32%
+$65,880.3 
PTNQ Pacer Trendpilot 100 ETF
+1.28%
+$3,478.98 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+1.22%
+$6,043.68 
ROBO ROBO Global Robotics and Automation Index ETF
+1.21%
+$8,584.83 
FNV Franco-Nevada Corporation
+1.18%
+$3,671.85 
FLCG Federated Hermes MDT Large Cap Growth ETF
+1.04%
+$30,250.26 
AVDV Avantis International Small Cap Value ETF
+1.01%
+$63,537.46 
REMX VanEck Rare Earth and Strategic Metals ETF
+0.91%
+$2,672.89 
JNJ Johnson & Johnson
+0.87%
+$2,241.91 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$3,592.96 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
+0.79%
+$3,213.5 
NLR VanEck Uranium and Nuclear ETF
+0.78%
+$7,030.97 
VDE Vanguard Energy ETF
+0.75%
+$31,898.55 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.74%
+$14,264.58 
CRAK VanEck Oil Refiners ETF
+0.73%
+$5,381.5 
IGV iShares Expanded Tech-Software Sector ETF
+0.72%
+$9,999.51 
FTLS First Trust Long/Short Equity ETF
+0.71%
+$16,260.62 
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF
+0.7%
+$1,942.28 
AVUV Avantis U.S. Small Cap Value ETF
+0.65%
+$19,349.47 
XOM ExxonMobil Holdings Corporation
+0.64%
+$3,197.58 
WRB W. R. Berkley Corporation
+0.63%
+$6,662.06 
DFAS Dimensional U.S. Small Cap ETF
+0.62%
+$3,287.82 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
+0.6%
+$1,745.58 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.55%
+$2,325.28 
TRV The Travelers Companies, Inc.
+0.52%
+$2,996.32 
COP ConocoPhillips
+0.5%
+$11,567.35 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.5%
+$5,549.25 
RDVY First Trust Rising Dividend Achievers ETF
+0.5%
+$19,975.02 
BUFF Innovator Laddered Allocation Buffer ETF
+0.48%
+$1,679.6 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.48%
+$8,255.63 
AVLV Avantis U.S. Large Cap Value ETF
+0.47%
+$8,258.48 
AVMV Avantis U.S. Mid Cap Value ETF
+0.43%
+$1,394 
IAU iShares Gold Trust
+0.43%
+$2,506.24 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.41%
+$1,288.17 
JEPI JPMorgan Equity Premium Income ETF
+0.4%
+$1,219.72 
AMZN Amazon.com Inc
+0.38%
+$1,381.59 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.29%
+$7,464.87 
IBB iShares Biotechnology ETF
+0.22%
+$5,140.57 
EIPI FT Energy Income Partners Enhanced Income ETF
+0.22%
+$545.3 
BALT Innovator Defined Wealth Shield ETF
+0.19%
+$1,901.96 
CPAG F/m Compoundr U.S. Aggregate Bond ETF
+0.11%
+$5,478.26 
BLDG Cambria Global Real Estate ETF
+0.08%
+$1,233.26 
FIW First Trust Water ETF
+0.07%
+$734.48 
PKW Invesco BuyBack Achievers ETF
+0.06%
+$858.78 
EMLP First Trust North American Energy Infrastructure Fund
+0.03%
+$299.87 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$51.74 
BKLN Invesco Senior Loan ETF
0%
$0 LENS
LENS
0%
$0 G200
G2004J103
0%
$0 AIHY
AIHY
0%
$0 2692
26923V563
0%
$0 
INTU Intuit Inc.
-2.28%
-$5,715.37 
HSY The Hershey Company Common Stock
-2.17%
-$9,041.76 
BDX Becton, Dickinson and Company
-1.8%
-$5,280.89 
CTA Simplify Managed Futures Strategy ETF
-1.41%
-$7,045.69 
IBIT iShares Bitcoin Trust ETF
-1.35%
-$30,588.32 
AAPL Apple Inc.
-1.32%
-$39,465.95 
TPL Texas Pacific Land Corporation
-1.01%
-$14,258.02 
GOOG Alphabet Inc
-0.85%
-$3,887.09 
GOOGL Alphabet Inc
-0.79%
-$10,085.11 
FEGE First Eagle Global Equity ETF
-0.77%
-$5,166.8 
GOOGN Alphabet Inc. 6.25% Series A Mandatory Convertible Preferred Stock
-0.76%
-$5,439.06 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
-0.72%
-$9,649.61 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.28%
-$6,697.83 
WMT Walmart Inc.
-0.23%
-$1,388.52 
XLV State Street Health Care Select Sector SPDR ETF
-0.21%
-$7,630.14 
SMOT VanEck Morningstar SMID Moat ETF
-0.17%
-$524.07 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.13%
-$1,484.23 
KO The Coca-Cola Company
-0.05%
-$133.95 
KBWP Invesco KBW Property & Casualty Insurance ETF
-0.04%
-$212.59 
COWZ Pacer US Cash Cows 100 ETF
-0.03%
-$453.28 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1500 | Longs Won 875/1500 58% | Profit Factor 1.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $137,843.67 |
| Average Win $63,025.42 | Best Trade (Oct 19) $2.24M | Sharpe Ratio -9.26 |
| Average Loss -$51,784.37 | Worst Trade (Jun 29) -$1.06M | Z-Score -7.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 4d | Expectancy $15,188.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,227 | 2,004 | 1,782 | 1,559 | 1,336 | 1,114 | 891 | 668 | 445 | 223 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2692 26923V563 | 106,963 | $2,546.82 | $2,546.82 | - | - | - | 0.0 |
| AAPL Apple Inc. | 8,617 | $1.78M | $2.96M | - | $1.18M | 66.2% | -1.317% |
| AGIX KraneShares Public-Private AI & Technology ETF | 17,561 | $809,035.27 | $772,069.36 | - | -$36,965.91 | -4.57% | +1.794% |
| AIHY AIHY | 204,209 | $4,486.47 | $4,486.47 | - | - | - | 0.0 |
| AIRR First Trust RBA American Industrial Renaissance ETF | 22,834 | $1.47M | $2.22M | - | $742,278.19 | 50.33% | +1.548% |
| AMZN Amazon.com Inc | 1,462 | $297,182.25 | $363,957.59 | - | $66,775.34 | 22.47% | +0.381% |
| AVDV Avantis International Small Cap Value ETF | 59,941 | $5.38M | $6.35M | - | $973,721.1 | 18.1% | +1.01% |
| AVLV Avantis U.S. Large Cap Value ETF | 18,985 | $1.58M | $1.77M | - | $189,962.26 | 12.02% | +0.469% |
| AVMV Avantis U.S. Mid Cap Value ETF | 4,100 | $268,058 | $325,171 | - | $57,113 | 21.31% | +0.431% |
| AVUV Avantis U.S. Small Cap Value ETF | 24,493 | $2.3M | $3.01M | - | $707,244.91 | 30.73% | +0.647% |
| BALT Innovator Defined Wealth Shield ETF | 29,261 | $994,142.01 | $1.03M | - | $31,017.12 | 3.12% | +0.186% |
| BDX Becton, Dickinson and Company | 1,471 | $279,491.37 | $287,315.72 | - | $7,824.35 | 2.8% | -1.805% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 5,174 | $474,145.36 | $474,145.36 | - | - | - | +0.011% |
| BKLN Invesco Senior Loan ETF | 19,402 | $396,382.86 | $393,084.52 | - | -$3,298.34 | -0.83% | 0.0 |
| BLDG Cambria Global Real Estate ETF | 63,570 | $1.6M | $1.59M | - | -$1,716.39 | -0.11% | +0.077% |
| BRK-B Berkshire Hathaway Inc. | 802 | $376,480.71 | $438,429.34 | - | $61,948.63 | 16.45% | +0.826% |
| BUFF Innovator Laddered Allocation Buffer ETF | 6,460 | $232,139.02 | $349,615.2 | - | $117,476.18 | 50.61% | +0.483% |
| CIBR First Trust Nasdaq Cybersecurity ETF | 22,938 | $1.99M | $2.5M | - | $510,996.78 | 25.69% | +2.714% |
| COP ConocoPhillips | 15,321 | $1.78M | $2.32M | - | $538,565.22 | 30.2% | +0.501% |
| COWG Pacer US Large Cap Cash Cows Growth Leaders ETF | 6,815 | $247,384.5 | $278,699.42 | - | $31,314.92 | 12.66% | +0.702% |
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FAQ
Which stocks have generated the highest profits for Loyd Stegent?
The largest contributions to the portfolio's profits come from the following stocks: Texas Pacific Land Corporation - $3.07M, U.S. Global GO GOLD and Precious Metal Miners ETF - $2.06M, abrdn Physical Precious Metals Basket Shares ETF - $1.76M, First Trust Nasdaq Semiconductor ETF - $1.72M, and Avantis International Small Cap Value ETF - $1.66M. 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: ProShares UltraShort QQQ - $1.9M, Pacer Industrial Real Estate ETF - $1.31M, Novo Nordisk A/S Sponsored ADR - $1M, iShares MSCI Global Metals & Mining Producers ETF - $941,145.7, and ATAC Credit Rotation ETF - $729,105.05. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Loyd Stegent's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.18M earned over time. The largest contributors to dividend income include ProShares Bitcoin Strategy ETF - $1.07M, Quadratic Deflation ETF - $795,642.86, F/m US Treasury 3 Month Bill Fund - $659,645.93, JPMorgan Equity Premium Income ETF - $514,843.78, and Avantis International Small Cap Value ETF - $431,676.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Loyd Stegent's monthly returns?
Loyd Stegent'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 Loyd Stegent's strategy be considered aggressive or moderate?
Loyd Stegent'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 Loyd Stegent's strategy?
Loyd Stegent'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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