Jeffrey Rosenthal Portfolio
Invests via Viawealth LLC | Managed by Lance Larson, Reid Larson, Jeffrey Rosenthal
Invests via Viawealth LLC
Managed by Lance Larson, Reid Larson, Jeffrey Rosenthal
Automatically Tracked
Jeffrey Rosenthal Profile
With a distinguished career spanning various sectors, Jeffrey Rosenthal has established himself as a prominent figure in entrepreneurship and corporate leadership. His experience encompasses significant roles where he successfully steered business growth and innovation across diverse markets. Known for his strategic foresight, he has played an essential role in driving organizational transformations that yield impactful results. As a result of his efforts, Rosenthal's contributions have consistently enhanced market positioning and operational efficiencies for the entities under his guidance. This extensive background not only underscores his capabilities but also marks him as an influential player in contemporary investment landscapes.
With a distinguished career spanning various sectors, Jeffrey Rosenthal has established himself as a prominent figure in entrepreneurship and corporate leadership. His experience encompasses significant roles where he successfully steered business growth and innovation across diverse markets. Known for his strategic foresight, he has played an essential role in driving organizational transformations that yield impactful results. As a result of his efforts, Rosenthal's contributions have consistently enhanced market positioning and operational efficiencies for the entities under his guidance. This extensive background not only underscores his capabilities but also marks him as an influential player in contemporary investment landscapes.
Investment Philosophy & Strategy
Through a keen understanding of market dynamics, Jeffrey Rosenthal approaches investment opportunities with an entrepreneurial mindset. His extensive background in corporate leadership equips him to identify and nurture growth potential within emerging ventures. By leveraging innovative strategies, he focuses on transforming businesses into competitive entities that resonate with current trends. This agility allows for a unique vantage point when assessing prospective investments and determining optimal pathways for value creation. His commitment to fostering operational excellence ensures that resources are aligned effectively to maximize returns while enhancing strategic positioning.
Through a keen understanding of market dynamics, Jeffrey Rosenthal approaches investment opportunities with an entrepreneurial mindset. His extensive background in corporate leadership equips him to identify and nurture growth potential within emerging ventures. By leveraging innovative strategies, he focuses on transforming businesses into competitive entities that resonate with current trends. This agility allows for a unique vantage point when assessing prospective investments and determining optimal pathways for value creation. His commitment to fostering operational excellence ensures that resources are aligned effectively to maximize returns while enhancing strategic positioning.
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:
58.27%
Gain -0.12%
Monthly
1.26%
Yearly
16.17%
Drawdown
18.01%
$204.44M
Equity
Holdings
$204.44M
Investment
$139.71M
$83.01M
Profit -$232,924.1
Realized
$18.28M
Unrealized
$64.72M
Dividends
$11.52M
Goals
Avg. 80.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.12%
Profit
-$232,924.1
Win %
77%
This Week
Compared To Last Week
Gain
-0.11%
Profit
-$232,924.1
Win %
77%
This Month
Compared to last month
Gain
-1.38%
Profit
-$2.86M
Win %
77%
This Year
Compared to last year
Gain
3.04%
Profit
$6.08M
Win %
76%
PANW Palo Alto Networks, Inc.
+14.01%
+$303,322.58 
BUG Global X Cybersecurity ETF
+11.11%
+$24,075.04 
NOW ServiceNow, Inc.
+7.69%
+$104,590.16 
CIBR First Trust NASDAQ Cybersecurity ETF
+6.31%
+$18,982.6 
ACN Accenture plc Class A
+6.15%
+$20,606.84 
IGV iShares Expanded Tech-Software Sector ETF
+5.18%
+$63,317.5 
WDAY Workday Inc.
+4.61%
+$37,281.49 
BSX Boston Scientific Corporation
+4.5%
+$15,644.48 
CRM Salesforce Inc
+4.5%
+$27,730.05 
GSK GSK plc Sponsored ADR
+4.27%
+$13,846.59 
BAH Booz Allen Hamilton Holding Corporation
+4.26%
+$12,251.39 
HONA Honeywell Aerospace Inc.
+4.18%
+$18,369.19 
PLTR Palantir Technologies Inc.
+4.13%
+$15,070.71 
SHOP Shopify Inc.
+4.13%
+$33,420.24 
SOUN SoundHound AI Inc.
+3.8%
+$4,022.2 
NFLX Netflix, Inc.
+3.76%
+$31,631.7 
MDT Medtronic plc
+3.21%
+$43,859.09 
ADP Automatic Data Processing Inc.
+3.12%
+$12,866.04 
GOOGL Alphabet Inc
+3.08%
+$118,368.72 
GOOG Alphabet Inc
+2.97%
+$9,233.59 
META Meta Platforms Inc Class A
+2.91%
+$54,173.83 
FIVE Five Below, Inc.
+2.69%
+$18,738.75 
ELS Equity Lifestyle Properties Inc.
+2.6%
+$7,168.2 
MSFT Microsoft Corp.
+2.27%
+$171,560.4 
WMT Walmart Inc.
+2.27%
+$23,454.36 
WM Waste Management, Inc.
+2.25%
+$8,244.34 
XLC Communication Services Select Sector SPDR Fund
+2.23%
+$8,556.59 
DIS The Walt Disney Company
+2.19%
+$5,431.23 
LLY Eli Lilly and Company
+2.04%
+$13,983.23 
FCN Fti Consulting Inc.
+2.03%
+$6,396.02 
UPS United Parcel Service, Inc.
+2.01%
+$5,385.32 
MCD McDonald's Corporation
+1.96%
+$11,487.36 
ABBV AbbVie Inc.
+1.73%
+$62,266.56 
PM Philip Morris International Inc.
+1.7%
+$14,777.65 
NVS Novartis AG Sponsored ADR
+1.65%
+$5,155.14 
SON Sonoco Products Co.
+1.64%
+$2,972.8 
COST Costco Wholesale Corporation
+1.58%
+$6,022.8 
IXJ iShares Global Healthcare ETF
+1.53%
+$40,672.94 
LHX L3Harris Technologies, Inc.
+1.46%
+$2,649.42 
PGR Progressive Corporation
+1.4%
+$12,065.76 
UNH UnitedHealth Group Incorporated
+1.32%
+$37,221.36 
GIS General Mills, Inc.
+1.3%
+$6,484.43 
SNOW Snowflake Inc.
+1.27%
+$13,889.88 
UBER Uber Technologies, Inc.
+1.27%
+$5,955.04 
AMGN Amgen Inc.
+1.18%
+$29,289.83 
LH Labcorp Holdings Inc.
+1.18%
+$8,183.76 
AVY Avery Dennison Corporation
+1.1%
+$3,466.98 
KO The Coca-Cola Company
+1.1%
+$7,205.16 
WSM Williams-Sonoma, Inc.
+1.06%
+$2,352 
V Visa Inc. Class A
+1.05%
+$3,332.91 
HD The Home Depot, Inc.
+1%
+$10,552.38 
CASY Casey's General Stores Inc.
+0.94%
+$7,837.68 
ABT Abbott Laboratories
+0.87%
+$6,033.31 
CB Chubb Limited
+0.85%
+$8,294.3 
CP Canadian Pacific Kansas City Limited
+0.81%
+$4,263.12 
APA APA Corporation
+0.69%
+$2,639.65 
DE Deere & Company
+0.69%
+$7,883.38 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$14,279.37 
JNJ Johnson & Johnson
+0.58%
+$3,857.16 
CHD Church & Dwight Co., Inc.
+0.55%
+$4,833.4 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.55%
+$36,828 
AAPL Apple Inc.
+0.54%
+$31,769.1 
PG Procter & Gamble Co
+0.52%
+$5,163.44 
MRK Merck & Co., Inc.
+0.44%
+$2,156.52 
XYZ Block, Inc.
+0.4%
+$1,652.42 
TMO Thermo Fisher Scientific Inc.
+0.38%
+$1,877.79 
TPG TPG Inc.
+0.27%
+$672.35 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.14%
+$3,056.17 
FANG Diamondback Energy Inc
+0.11%
+$330.3 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$5,086.4 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$350.42 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.03%
+$458.43 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1,260.89 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JMBS Janus Henderson Mortgage-Backed Securities ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
SERV Serve Robotics Inc.
0%
$0 
FTMN Franklin Minnesota Municipal Income ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
LRCX Lam Research Corporation
-7.91%
-$11,776.4 
ETN Eaton Corporation plc
-7.5%
-$51,933.2 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$54,370.36 
AMAT Applied Materials, Inc.
-6.73%
-$90,223.25 
CRWV CoreWeave, Inc.
-6.17%
-$29,755.8 
ANET Arista Networks, Inc.
-5.51%
-$138,836.54 
BAC Bank of America Corporation
-5.3%
-$157,019.8 
DELL Dell Technologies Inc.
-5.04%
-$76,674.75 
SLB Schlumberger Limited
-5.02%
-$34,213.51 
AVGO Broadcom Inc.
-4.79%
-$42,226.14 
MU Micron Technology, Inc.
-4.76%
-$32,764.88 
ORCL Oracle Corporation
-4.42%
-$66,993.6 
GS The Goldman Sachs Group, Inc.
-3.97%
-$19,913.45 
AMD Advanced Micro Devices, Inc.
-3.9%
-$37,551.78 
MS Morgan Stanley
-3.4%
-$21,782.52 
NVDA NVIDIA Corporation
-2.85%
-$341,114.75 
SCCO Southern Copper Corporation
-2.61%
-$22,113.57 
EMR Emerson Electric Co.
-2.59%
-$21,756.62 
AIRR First Trust RBA American Industrial Renaissance ETF
-2.3%
-$54,020.47 
VLO Valero Energy Corporation
-2.24%
-$93,950.01 
FXZ First Trust Materials AlphaDEX Fund
-2.18%
-$19,175.28 
OC Owens Corning
-1.98%
-$12,663.72 
MGA Magna International Inc.
-1.81%
-$4,929.6 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$35,212.8 
JPM JPMorgan Chase & Co.
-1.72%
-$30,049.21 
MMM 3M Company
-1.71%
-$8,316.18 
CSCO Cisco Systems, Inc.
-1.65%
-$21,706.05 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$9,235.5 
ETR Entergy Corporation
-1.48%
-$14,834.04 
CW Curtiss-Wright Corporation
-1.46%
-$12,040.96 
TSLA Tesla, Inc.
-1.4%
-$20,771.84 
WMB The Williams Companies, Inc.
-1.4%
-$13,817.94 
EXI iShares Global Industrials ETF
-1.4%
-$34,226.01 
GLD SPDR Gold Shares
-1.35%
-$25,756.41 
AMZN Amazon.com Inc
-1.22%
-$46,481.42 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$10,610.67 
MXI iShares Global Materials ETF
-1.14%
-$4,872.96 
PSX Phillips 66
-1.1%
-$5,133.7 
UHAL-B U-Haul Holding Company
-1.09%
-$3,155.57 
QCOM QUALCOMM Incorporated
-0.99%
-$8,112.42 
CVX Chevron Corporation
-0.94%
-$10,052 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.84%
-$6,991.41 
MDY SPDR S&P MidCap 400 ETF Trust
-0.82%
-$7,406.75 
PNW Pinnacle West Capital Corporation
-0.71%
-$3,380.95 
LKQ LKQ Corporation
-0.69%
-$2,156.34 
APO Apollo Global Management, Inc.
-0.69%
-$5,028.95 
COP ConocoPhillips
-0.66%
-$9,304.85 
IWP iShares Russell Mid-Cap Growth ETF
-0.63%
-$3,685.32 
COF Capital One Financial Corporation
-0.6%
-$5,474.7 
ET Energy Transfer L.P.
-0.58%
-$1,692.37 
HBAN Huntington Bancshares Incorporated
-0.56%
-$2,436.84 
VNQ Vanguard Real Estate ETF
-0.55%
-$3,648.75 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$13,211.55 
RDVY First Trust Rising Dividend Achievers ETF
-0.53%
-$2,479.81 
VTR Ventas Inc.
-0.53%
-$3,290.88 
XLG Invesco S&P 500 Top 50 ETF
-0.52%
-$1,313.33 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.52%
-$2,589.3 
IQLT iShares MSCI International Quality Factor ETF
-0.51%
-$11,157.52 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.46%
-$883.5 
VO Vanguard Mid-Cap ETF
-0.43%
-$8,342.95 
SO The Southern Company
-0.43%
-$2,688.37 
CSX CSX Corporation
-0.38%
-$1,530.13 
USB U.S. Bancorp
-0.37%
-$8,031.83 
RF Regions Financial Corporation
-0.36%
-$2,609.53 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$2,727.89 
IWO iShares Russell 2000 Growth ETF
-0.35%
-$1,007.51 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.34%
-$2,154.88 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$1,418.99 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$2,956.32 
DUHP Dimensional US High Profitability ETF
-0.3%
-$7,385.62 
INMU iShares Intermediate Muni Income Active ETF
-0.26%
-$734.04 
BA Boeing Company
-0.23%
-$2,469.6 
IWR iShares Russell Mid-Cap ETF
-0.23%
-$1,838 
IWM iShares Russell 2000 ETF
-0.19%
-$567.36 
BX Blackstone Inc.
-0.19%
-$2,601.25 
MBLY Mobileye Global Inc.
-0.18%
-$213 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.17%
-$1,569.92 
VUG Vanguard Growth ETF
-0.16%
-$1,833.82 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.14%
-$1,930.92 
FTLS First Trust Long/Short Equity ETF
-0.13%
-$2,874.2 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$2,990.1 
GGG Graco Inc.
-0.08%
-$3,167.7 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$163.44 
EVHY Eaton Vance High Yield ETF
-0.03%
-$124.92 
SPLV Invesco S&P 500 Low Volatility ETF
-0.02%
-$150.1 Events
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Dividends
Dividend Analysis
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| Trades 1918 | Longs Won 1392/1918 72% | Profit Factor 10.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $299,776.15 |
| Average Win $66,218.78 | Best Trade (Sep 04) $11.74M | Sharpe Ratio -185.57 |
| Average Loss -$17,435.2 | Worst Trade (Sep 11) -$909,643.23 | Z-Score 13.83 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2d | Expectancy $43,277.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,748 | $2.57M | $5.93M | - | $3.36M | 130.58% | +0.539% |
| ABBV AbbVie Inc. | 14,024 | $2.33M | $3.67M | - | $1.34M | 57.37% | +1.727% |
| ABT Abbott Laboratories | 6,779 | $615,168 | $697,152.36 | - | $81,984.36 | 13.33% | +0.873% |
| ACN Accenture plc Class A | 1,822 | $477,207.87 | $355,672.62 | - | -$121,535.25 | -25.47% | +6.15% |
| ADP Automatic Data Processing Inc. | 1,539 | $370,242.17 | $425,718.18 | - | $55,476.01 | 14.98% | +3.116% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 21,915 | $1.51M | $2.3M | - | $787,276.73 | 52.14% | -2.298% |
| AMAT Applied Materials, Inc. | 2,936 | $294,683.26 | $1.25M | - | $955,348.1 | 324.19% | -6.732% |
| AMD Advanced Micro Devices, Inc. | 1,865 | $308,854.49 | $925,030.67 | - | $616,176.18 | 199.5% | -3.901% |
| AMGN Amgen Inc. | 6,582 | $1.77M | $2.51M | - | $745,663.18 | 42.19% | +1.179% |
| AMZN Amazon.com Inc | 14,803 | $1.46M | $3.75M | - | $2.29M | 156.94% | -1.223% |
| ANET Arista Networks, Inc. | 12,633 | $1.37M | $2.38M | - | $1.01M | 74.15% | -5.506% |
| APA APA Corporation | 8,515 | $207,208.89 | $383,515.6 | - | $176,306.71 | 85.09% | +0.693% |
| APO Apollo Global Management, Inc. | 5,619 | $646,499.26 | $719,709.67 | - | $73,210.41 | 11.32% | -0.694% |
| ASML ASML Holding N.V. New York Registry Shares | 461 | $321,713.06 | $728,545.96 | - | $406,832.9 | 126.46% | -6.945% |
| AVGO Broadcom Inc. | 2,438 | $481,473.48 | $840,305.46 | - | $358,831.98 | 74.53% | -4.785% |
| AVY Avery Dennison Corporation | 1,854 | $346,474.71 | $317,497.5 | - | -$28,977.21 | -8.36% | +1.104% |
| BA Boeing Company | 5,040 | $968,105.77 | $1.06M | - | $90,092.63 | 9.31% | -0.233% |
| BAC Bank of America Corporation | 47,224 | $1.61M | $2.8M | - | $1.19M | 73.93% | -5.304% |
| BAH Booz Allen Hamilton Holding Corporation | 3,793 | $393,532.45 | $300,140.09 | - | -$93,392.36 | -23.73% | +4.256% |
| BRK-B Berkshire Hathaway Inc. | 3,840 | $1.21M | $1.92M | - | $711,335.11 | 58.63% | -1.797% |
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FAQ
Which stocks have generated the highest profits for Jeffrey Rosenthal?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $3.44M, Alphabet Inc - $1.72M, ANET - $950,949.69, Microsoft Corp - $733,935.68, and First Trust Long/Short Equity ETF - $725,556.64. 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: Albemarle Corporation - $488,039.5, Novo Nordisk A/S Sponsored ADR - $425,645.48, Devon Energy Corporation - $312,728.6, Hormel Foods Corporation - $280,101, and Paramount Global - $273,982.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey Rosenthal's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.52M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $682,326.94, ProShares S&P 500 Dividend Aristocrats ETF - $402,249.9, iShares iBoxx $ Investment Grade Corporate Bond ETF - $341,528.82, AbbVie Inc - $323,044.71, and Janus Henderson AAA CLO ETF - $310,310.87. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey Rosenthal's monthly returns?
Jeffrey Rosenthal'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 Jeffrey Rosenthal's strategy be considered aggressive or moderate?
Jeffrey Rosenthal'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 Jeffrey Rosenthal's strategy?
Jeffrey Rosenthal'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.
