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:
49.9%
Gain +0.3%
Monthly
1.21%
Yearly
15.59%
Drawdown
18.07%
$197.3M
Equity
Holdings
$197.3M
Investment
$136.15M
$76.37M
Profit +$504,467.62
Realized
$15.22M
Unrealized
$61.15M
Dividends
$11.16M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$504,467.62
Win %
76%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$282,444.85
Win %
76%
This Month
Compared to last month
Gain
0.45%
Profit
$884,380.99
Win %
76%
This Year
Compared to last year
Gain
10.25%
Profit
$18.35M
Win %
75%
MMM 3M Company
+9.92%
+$46,454.18 
AMAT Applied Materials, Inc.
+7.69%
+$118,853.16 
MU Micron Technology, Inc.
+7.09%
+$63,517.97 
AMD Advanced Micro Devices, Inc.
+5.41%
+$56,522.98 
DELL Dell Technologies Inc.
+5.17%
+$62,998.73 
CRWV CoreWeave, Inc.
+5.02%
+$20,405.2 
SCCO Southern Copper Corporation
+4.5%
+$34,514.4 
NVS Novartis AG Sponsored ADR
+4.33%
+$14,919.68 
ANET Arista Networks, Inc.
+4.13%
+$90,076 
TSLA Tesla, Inc.
+3.54%
+$53,011.88 
ORCL Oracle Corporation
+3.45%
+$43,307.84 
ASML ASML Holding N.V. New York Registry Shares
+3.4%
+$34,419.5 
SOUN SoundHound AI Inc.
+2.62%
+$1,897.5 
UNH UnitedHealth Group Incorporated
+2.56%
+$79,234.89 
MS Morgan Stanley
+2.41%
+$15,412.52 
SERV Serve Robotics Inc.
+2.38%
+$1,687.14 
CCJ Cameco Corporation
+2.26%
+$3,888 
GS The Goldman Sachs Group, Inc.
+2.11%
+$11,395.3 
XLK State Street Technology Select Sector SPDR ETF
+2.1%
+$12,107.67 
GSK GSK plc Sponsored ADR
+2.03%
+$6,836.02 
FXZ First Trust Materials AlphaDEX Fund
+1.94%
+$6,105.18 
HON Honeywell International Inc.
+1.75%
+$11,393.9 
MGA Magna International Inc.
+1.7%
+$4,637.92 
SNOW Snowflake Inc.
+1.61%
+$15,399.03 
APA APA Corporation
+1.56%
+$4,611.24 
GLD SPDR Gold Shares
+1.56%
+$21,360.34 
MBLY Mobileye Global Inc.
+1.51%
+$1,741.5 
IWP iShares Russell Mid-Cap Growth ETF
+1.48%
+$8,620.26 
AVGO Broadcom Inc.
+1.38%
+$13,150.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.36%
+$11,891.88 
FANG Diamondback Energy Inc
+1.36%
+$4,029.9 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.36%
+$38,388.17 
LLY Eli Lilly and Company
+1.35%
+$9,497.96 
QCOM QUALCOMM Incorporated
+1.26%
+$10,336.2 
IWO iShares Russell 2000 Growth ETF
+1.25%
+$3,633.27 
MRK Merck & Co., Inc.
+1.2%
+$5,117.39 
JPM JPMorgan Chase & Co.
+1.12%
+$18,758.69 
MXI iShares Global Materials ETF
+1.11%
+$4,199.17 
CSCO Cisco Systems, Inc.
+1.11%
+$14,452.55 
VTR Ventas Inc.
+1.07%
+$7,149.23 
ETN Eaton Corporation plc
+1.05%
+$6,878.3 
ABBV AbbVie Inc.
+1.03%
+$34,893.16 
APO Apollo Global Management, Inc.
+1.01%
+$5,463.6 
NVDA NVIDIA Corporation
+0.97%
+$110,317.12 
SON Sonoco Products Co.
+0.97%
+$2,153.92 
BAC Bank of America Corporation
+0.89%
+$25,293.73 
EMR Emerson Electric Co.
+0.86%
+$6,496.57 
IWM iShares Russell 2000 ETF
+0.85%
+$2,602.5 
COP ConocoPhillips
+0.83%
+$10,327.68 
VUG Vanguard Growth ETF
+0.81%
+$9,372.96 
AMGN Amgen Inc.
+0.81%
+$19,327.56 
IQLT iShares MSCI International Quality Factor ETF
+0.81%
+$16,607.78 
CW Curtiss-Wright Corporation
+0.8%
+$8,571.14 
XLG Invesco S&P 500 Top 50 ETF
+0.8%
+$1,920.12 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.67%
+$5,760.7 
BX Blackstone Inc.
+0.66%
+$7,079.4 
IJR iShares Core S&P Small-Cap ETF
+0.64%
+$16,108.53 
SPY SPDR S&P 500 ETF Trust
+0.64%
+$2,607 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.63%
+$5,469.52 
VO Vanguard Mid-Cap ETF
+0.6%
+$11,490.59 
EXI iShares Global Industrials ETF
+0.6%
+$13,764.14 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.59%
+$3,116 
QUAL iShares MSCI USA Quality Factor ETF
+0.58%
+$3,127 
JNJ Johnson & Johnson
+0.57%
+$3,529.01 
RDVY First Trust Rising Dividend Achievers ETF
+0.55%
+$1,296.24 
MDY SPDR S&P MidCap 400 ETF Trust
+0.55%
+$4,982 
DUHP Dimensional US High Profitability ETF
+0.55%
+$12,785.85 
FTLS First Trust Long/Short Equity ETF
+0.54%
+$21,251.2 
IXJ iShares Global Healthcare ETF
+0.5%
+$11,230.31 
BA Boeing Company
+0.47%
+$5,567.02 
FIVE Five Below, Inc.
+0.47%
+$2,910 
PSX Phillips 66
+0.47%
+$1,739.21 
IWR iShares Russell Mid-Cap ETF
+0.44%
+$3,528.96 
SCHW Charles Schwab Corporation
+0.44%
+$3,483 
VIG Vanguard Dividend Appreciation ETF
+0.3%
+$3,303.63 
VNQ Vanguard Real Estate ETF
+0.25%
+$1,718.92 
META Meta Platforms Inc Class A
+0.22%
+$3,136 
RSP Invesco S&P 500 Equal Weight ETF
+0.21%
+$9,511.65 
CVX Chevron Corporation
+0.19%
+$1,865.52 
DE Deere & Company
+0.15%
+$1,460.28 
NFLX Netflix, Inc.
+0.13%
+$962.1 
SCHD Schwab U.S. Dividend Equity ETF
+0.13%
+$2,854.49 
CB Chubb Limited
+0.12%
+$1,215.09 
CP Canadian Pacific Kansas City Limited
+0.1%
+$532.89 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$1,605.6 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.02%
+$242.7 
AAPL Apple Inc.
+0.02%
+$1,074.84 
GGG Graco Inc.
+0.01%
+$527.95 
LHX L3Harris Technologies, Inc.
0%
+$3.68 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PANW Palo Alto Networks, Inc.
-2.32%
-$52,899.83 
PGR Progressive Corporation
-2.05%
-$17,060.68 
CHD Church & Dwight Co., Inc.
-1.99%
-$16,253.25 
SQ Block, Inc.
-1.94%
-$8,374 
WM Waste Management, Inc.
-1.78%
-$7,446.48 
TMO Thermo Fisher Scientific Inc.
-1.67%
-$7,203.7 
SLB Schlumberger Limited
-1.51%
-$8,943.9 
FCN Fti Consulting Inc.
-1.5%
-$6,849.22 
WMB The Williams Companies, Inc.
-1.42%
-$14,374.37 
ADP Automatic Data Processing Inc.
-1.28%
-$5,016.18 
LKQ LKQ Corporation
-1.22%
-$3,924.13 
FIS Fidelity National Information Services, Inc.
-1.14%
-$2,190.24 
MCD McDonald's Corporation
-1.11%
-$5,461.83 
PM Philip Morris International Inc.
-1.11%
-$9,760.54 
CRM Salesforce Inc
-1.1%
-$8,993.28 
PG Procter & Gamble Co
-1.09%
-$11,291.01 
HD The Home Depot, Inc.
-1.08%
-$12,063.19 
SHOP Shopify Inc.
-1.03%
-$8,072.37 
WMT Walmart Inc.
-1.03%
-$11,194.26 
AMT American Tower Corporation
-1.02%
-$2,021.3 
RF Regions Financial Corporation
-1%
-$7,354.13 
ACN Accenture plc Class A
-0.98%
-$2,596.35 
AMZN Amazon.com Inc
-0.98%
-$37,217.8 
COF Capital One Financial Corporation
-0.94%
-$6,155.62 
HBAN Huntington Bancshares Incorporated
-0.86%
-$4,268.55 
V Visa Inc. Class A
-0.78%
-$2,413.79 
COST Costco Wholesale Corporation
-0.75%
-$2,884 
SO The Southern Company
-0.74%
-$5,056.8 
GOOG Alphabet Inc
-0.72%
-$2,433.33 
NOW ServiceNow, Inc.
-0.71%
-$6,102.78 
GOOGL Alphabet Inc
-0.71%
-$33,169.78 
PNW Pinnacle West Capital Corporation
-0.64%
-$3,380.96 
UHAL-B U-Haul Holding Company
-0.6%
-$1,898.47 
CSX CSX Corporation
-0.58%
-$2,398.59 
IGV iShares Expanded Tech-Software Sector ETF
-0.56%
-$4,826.12 
MDT Medtronic plc
-0.5%
-$7,329 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.47%
-$1,500.39 
BAH Booz Allen Hamilton Holding Corporation
-0.46%
-$1,145.48 
XLC Communication Services Select Sector SPDR Fund
-0.46%
-$1,721.55 
OC Owens Corning
-0.44%
-$2,956.78 
SPLV Invesco S&P 500 Low Volatility ETF
-0.43%
-$3,323.43 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.4%
-$8,367.87 
ETR Entergy Corporation
-0.36%
-$3,874.64 
UBER Uber Technologies, Inc.
-0.35%
-$1,636 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.34%
-$23,355.56 
ELS Equity Lifestyle Properties Inc.
-0.33%
-$987.92 
AVY Avery Dennison Corporation
-0.31%
-$944.46 
VLO Valero Energy Corporation
-0.31%
-$11,612.16 
MSFT Microsoft Corp.
-0.28%
-$16,814.28 
KO The Coca-Cola Company
-0.27%
-$1,670.85 
PLTR Palantir Technologies Inc.
-0.27%
-$706.14 
KFY Korn Ferry
-0.26%
-$695 
BRK-B Berkshire Hathaway Inc.
-0.24%
-$4,570.79 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.23%
-$6,177.15 
ET Energy Transfer L.P.
-0.22%
-$608.4 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.22%
-$3,351.57 
CASY Casey's General Stores Inc.
-0.2%
-$2,403.78 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.19%
-$10,012.69 
DIS The Walt Disney Company
-0.16%
-$356.85 
USB U.S. Bancorp
-0.13%
-$2,766.08 
LH Labcorp Holdings Inc.
-0.12%
-$726.7 
FTMN Franklin Minnesota Municipal Income ETF
-0.11%
-$329.71 
INMU iShares Intermediate Muni Income Active ETF
-0.1%
-$303.35 
SCHP Schwab U.S. TIPS ETF
-0.09%
-$568.41 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.09%
-$1,322 
EVHY Eaton Vance High Yield ETF
-0.07%
-$373.69 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.06%
-$1,536.93 
VGSH Vanguard Short-Term Treasury Fund
-0.06%
-$413.27 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1781 | Longs Won 1269/1781 71% | Profit Factor 9.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $299,225.73 |
| Average Win $67,316.17 | Best Trade (Jul 22) $10.81M | Sharpe Ratio -12.53 |
| Average Loss -$17,688.09 | Worst Trade (Jul 27) -$648,586.28 | Z-Score 13.01 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w | Expectancy $42,879.24 |
| 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 | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $3.29M, Alphabet Inc - $1.18M, ANET - $950,949.69, Microsoft Corp - $720,089.12, and Vanguard Intermediate-Term Corporate Bond Fund - $662,533.58. 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 - $488,070.52, Novo Nordisk A/S Sponsored ADR - $428,862.63, Devon Energy Corporation - $312,728.6, Hormel Foods Corporation - $280,101, and Paramount Global - $267,106. 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 $11.16M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $640,968.88, ProShares S&P 500 Dividend Aristocrats ETF - $402,316.35, iShares iBoxx $ Investment Grade Corporate Bond ETF - $330,164.16, AbbVie Inc - $298,783.19, and U.S. Bancorp - $282,681.41. 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.
