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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:
37.3%
Gain +0.01%
Monthly
0.92%
Yearly
11.66%
Drawdown
13.34%
$196.02M
Equity
Holdings
$196.02M
Investment
$139.55M
$74.71M
Profit +$21,590.47
Realized
$15.02M
Unrealized
$59.69M
Dividends
$10.67M
Goals
Avg. 88% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$21,590.47
Win %
78%
This Week
Compared To Last Week
Gain
0.01%
Profit
$21,590.47
Win %
78%
This Month
Compared to last month
Gain
-0.4%
Profit
-$789,207.26
Win %
78%
This Year
Compared to last year
Gain
3.79%
Profit
$7.71M
Win %
77%
CRWV CoreWeave, Inc.
+5.02%
+$26,743.6 
AMD Advanced Micro Devices, Inc.
+4.73%
+$47,974 
ANET Arista Networks, Inc.
+4.37%
+$88,017.12 
QCOM QUALCOMM Incorporated
+4.32%
+$42,310.8 
SCCO Southern Copper Corporation
+4.19%
+$33,419.4 
SCHW Charles Schwab Corporation
+2.71%
+$18,576 
AMAT Applied Materials, Inc.
+2.64%
+$42,938.79 
GS The Goldman Sachs Group, Inc.
+2.62%
+$13,853.21 
JPM JPMorgan Chase & Co.
+2.31%
+$35,737.89 
USB U.S. Bancorp
+2.27%
+$45,294.56 
FIS Fidelity National Information Services, Inc.
+2.22%
+$3,878.55 
CCJ Cameco Corporation
+2.01%
+$4,029.75 
PM Philip Morris International Inc.
+1.95%
+$16,100.33 
FCN Fti Consulting Inc.
+1.84%
+$8,128.12 
TSLA Tesla, Inc.
+1.82%
+$29,527.68 
HBAN Huntington Bancshares Incorporated
+1.8%
+$8,537.09 
MXI iShares Global Materials ETF
+1.72%
+$6,934.41 
ET Energy Transfer L.P.
+1.65%
+$4,191.2 
ACN Accenture plc Class A
+1.65%
+$5,028.72 
FXZ First Trust Materials AlphaDEX Fund
+1.65%
+$5,748.52 
BX Blackstone Inc.
+1.58%
+$16,693.4 
BAC Bank of America Corporation
+1.56%
+$40,659.08 
DE Deere & Company
+1.55%
+$15,010.27 
COF Capital One Financial Corporation
+1.48%
+$8,535.37 
MGA Magna International Inc.
+1.46%
+$3,975.36 
UHAL-B U-Haul Holding Company
+1.45%
+$4,053.49 
COP ConocoPhillips
+1.4%
+$17,427.96 
ELS Equity Lifestyle Properties Inc.
+1.39%
+$4,089.55 
ABBV AbbVie Inc.
+1.32%
+$39,421.28 
RF Regions Financial Corporation
+1.31%
+$9,014.74 
VLO Valero Energy Corporation
+1.2%
+$37,134.72 
ETR Entergy Corporation
+1.11%
+$11,671.74 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$2,533.56 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.1%
+$22,314.32 
JNJ Johnson & Johnson
+1.07%
+$6,334.76 
DELL Dell Technologies Inc.
+1.05%
+$13,138.68 
V Visa Inc. Class A
+1.05%
+$2,869.06 
PNW Pinnacle West Capital Corporation
+1.02%
+$5,170.88 
VO Vanguard Mid-Cap ETF
+0.97%
+$18,390.68 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.97%
+$4,985.6 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$23,902.98 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$7,352 
VNQ Vanguard Real Estate ETF
+0.92%
+$6,314.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$40,160.3 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$19,569.78 
IWM iShares Russell 2000 ETF
+0.87%
+$2,644.14 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$5,207.25 
CP Canadian Pacific Kansas City Limited
+0.86%
+$4,559.17 
PG Procter & Gamble Co
+0.86%
+$8,797.29 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$6,344.73 
LKQ LKQ Corporation
+0.85%
+$2,830.52 
VTR Ventas Inc.
+0.85%
+$4,928.11 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.83%
+$24,887.74 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.81%
+$6,904.02 
SO The Southern Company
+0.78%
+$5,273.52 
PSX Phillips 66
+0.76%
+$2,420.55 
CVX Chevron Corporation
+0.75%
+$7,155.4 
UNH UnitedHealth Group Incorporated
+0.73%
+$21,850.29 
HD The Home Depot, Inc.
+0.73%
+$8,001.56 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$13,289.86 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$6,479.25 
EMR Emerson Electric Co.
+0.69%
+$5,418.42 
COST Costco Wholesale Corporation
+0.68%
+$2,743.92 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$1,944.8 
IWO iShares Russell 2000 Growth ETF
+0.66%
+$1,929.44 
APA APA Corporation
+0.65%
+$2,030.64 
MS Morgan Stanley
+0.65%
+$4,178.64 
GGG Graco Inc.
+0.65%
+$25,341.6 
WMB The Williams Companies, Inc.
+0.64%
+$6,267.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$4,814.22 
HON Honeywell International Inc.
+0.54%
+$6,830.6 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$36,877.2 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$2,194.5 
GOOGL Alphabet Inc
+0.53%
+$25,494.68 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$5,816.25 
CHD Church & Dwight Co., Inc.
+0.49%
+$4,000.8 
FTLS First Trust Long/Short Equity ETF
+0.49%
+$19,126.08 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$2,525 
GOOG Alphabet Inc
+0.45%
+$1,532.79 
WMT Walmart Inc.
+0.45%
+$5,233.68 
CSX CSX Corporation
+0.43%
+$1,695.56 
PGR Progressive Corporation
+0.42%
+$3,326.05 
EXI iShares Global Industrials ETF
+0.4%
+$9,176.09 
DUHP Dimensional US High Profitability ETF
+0.37%
+$8,523.9 
GSK GSK plc Sponsored ADR
+0.34%
+$1,212.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$3,020.16 
AMGN Amgen Inc.
+0.32%
+$7,494.36 
SLB Schlumberger Limited
+0.32%
+$2,299.86 
AVY Avery Dennison Corporation
+0.32%
+$954 
WM Waste Management, Inc.
+0.3%
+$1,153.68 
FANG Diamondback Energy Inc
+0.28%
+$818.1 
BAH Booz Allen Hamilton Holding Corporation
+0.27%
+$815.43 
MMM 3M Company
+0.26%
+$1,206.22 
ADP Automatic Data Processing Inc.
+0.2%
+$674.96 
VUG Vanguard Growth ETF
+0.18%
+$2,037.6 
NVDA NVIDIA Corporation
+0.16%
+$17,829.12 
KO The Coca-Cola Company
+0.11%
+$668.34 
CW Curtiss-Wright Corporation
+0.1%
+$1,161.93 
MSFT Microsoft Corp.
+0.1%
+$6,059.2 
XLG Invesco S&P 500 Top 50 ETF
+0.1%
+$237.54 
SON Sonoco Products Co.
+0.08%
+$162.56 
EVHY Eaton Vance High Yield ETF
+0.08%
+$427.08 
ENB Enbridge Inc.
+0.07%
+$536.56 
CB Chubb Limited
+0.06%
+$607.53 
GLD SPDR Gold Shares
+0.06%
+$819.06 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$338.88 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.06%
+$1,470.75 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.04%
+$485.4 
IQLT iShares MSCI International Quality Factor ETF
+0.04%
+$840.9 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$240.85 
PANW Palo Alto Networks, Inc.
+0.03%
+$589.23 
OC Owens Corning
+0.03%
+$143.07 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1,138.72 
ORCL Oracle Corporation
+0.02%
+$310.08 
MCD McDonald's Corporation
+0.01%
+$73.56 
LH
0%
$0 
SNOW
0%
$0 
SQ Block, Inc.
0%
$0 
SERV Serve Robotics Inc.
-6.32%
-$6,415.5 
MBLY Mobileye Global Inc.
-2.5%
-$3,096 
LLY Eli Lilly and Company
-2.41%
-$17,077.45 
PLTR Palantir Technologies Inc.
-2.36%
-$5,898.81 
CASY Casey's General Stores Inc.
-2.31%
-$28,665.84 
SHOP Shopify Inc.
-2.02%
-$14,008.86 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$20,911.26 
FIVE Five Below, Inc.
-1.72%
-$10,440 
AAPL Apple Inc.
-1.52%
-$80,613 
MU Micron Technology, Inc.
-1.43%
-$14,759.1 
SOUN SoundHound AI Inc.
-1.43%
-$1,150 
MRK Merck & Co., Inc.
-1.42%
-$5,853.33 
LHX L3Harris Technologies, Inc.
-1.4%
-$3,223.68 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$5,182.4 
AMZN Amazon.com Inc
-1.23%
-$44,873.6 
BA Boeing Company
-1.16%
-$14,435.08 
NFLX Netflix, Inc.
-1.14%
-$9,941.7 
AMT American Tower Corporation
-1.12%
-$2,532.57 
UBER Uber Technologies, Inc.
-1.01%
-$4,580.8 
AVGO Broadcom Inc.
-0.91%
-$8,792 
NOW ServiceNow, Inc.
-0.9%
-$7,669.71 
CSCO Cisco Systems, Inc.
-0.6%
-$8,612.54 
ETN Eaton Corporation plc
-0.57%
-$3,663 
NVS Novartis AG Sponsored ADR
-0.55%
-$1,955.85 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$1,602.23 
CRM Salesforce Inc
-0.34%
-$2,623.04 
DIS The Walt Disney Company
-0.3%
-$713.7 
META Meta Platforms Inc Class A
-0.26%
-$3,248 
IGV iShares Expanded Tech-Software Sector ETF
-0.24%
-$2,041.82 
IXJ iShares Global Healthcare ETF
-0.24%
-$5,271.37 
FTMN Franklin Minnesota Municipal Income ETF
-0.23%
-$659.42 
MDT Medtronic plc
-0.16%
-$2,268.5 
INMU iShares Intermediate Muni Income Active ETF
-0.12%
-$364.02 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.1%
-$333.42 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$3,875.88 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$998.34 
KFY Korn Ferry
-0.06%
-$139 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.04%
-$594.9 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$45.53 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$1,024.62 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$259.92 Events
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Dividends
Dividend Analysis
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| Trades 1781 | Longs Won 1287/1781 72% | Profit Factor 9.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $294,907.21 |
| Average Win $64,592.93 | Best Trade (Jun 14) $10.35M | Sharpe Ratio -7.99 |
| Average Loss -$16,892.76 | Worst Trade (Jun 14) -$720,348.86 | Z-Score 13.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 6d | Expectancy $41,949.97 |
| 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 | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
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Returns
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