Shad Lamm Portfolio
Invests via Keystone Wealth Services LLC | Managed by Shattuck Lamm
Invests via Keystone Wealth Services LLC
Managed by Shattuck Lamm
Automatically Tracked
Shad Lamm Profile
Shad Lamm stands out as a visionary entrepreneur with extensive experience in developing innovative business solutions across diverse sectors. Known for his adeptness in identifying market gaps, he has successfully launched and led several startups that leverage technology to enhance operational efficiency. His strategic insight and strong leadership skills have driven substantial growth within his ventures, making significant contributions to the local economy. With a track record of building effective teams and fostering collaborative environments, he is committed to empowering others in their entrepreneurial journeys while establishing himself as an influential figure in startup ecosystems.
Shad Lamm stands out as a visionary entrepreneur with extensive experience in developing innovative business solutions across diverse sectors. Known for his adeptness in identifying market gaps, he has successfully launched and led several startups that leverage technology to enhance operational efficiency. His strategic insight and strong leadership skills have driven substantial growth within his ventures, making significant contributions to the local economy. With a track record of building effective teams and fostering collaborative environments, he is committed to empowering others in their entrepreneurial journeys while establishing himself as an influential figure in startup ecosystems.
Investment Philosophy & Strategy
In the ever-evolving startup landscape, identifying disruptive opportunities is paramount. Shad Lamm demonstrates a keen ability to pioneer innovative solutions that address unmet consumer needs, driving transformation across sectors. His entrepreneurial spirit fuels an unwavering focus on scalability and operational excellence within his ventures. By leveraging technology effectively, he not only enhances productivity but also fosters sustainable growth in challenging markets. Collaborative leadership and strategic foresight position him to navigate complexities adeptly while creating meaningful impacts on team dynamics and regional entrepreneurship ecosystems.
In the ever-evolving startup landscape, identifying disruptive opportunities is paramount. Shad Lamm demonstrates a keen ability to pioneer innovative solutions that address unmet consumer needs, driving transformation across sectors. His entrepreneurial spirit fuels an unwavering focus on scalability and operational excellence within his ventures. By leveraging technology effectively, he not only enhances productivity but also fosters sustainable growth in challenging markets. Collaborative leadership and strategic foresight position him to navigate complexities adeptly while creating meaningful impacts on team dynamics and regional entrepreneurship ecosystems.
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:
97.41%
Gain -0.17%
Monthly
1.01%
Yearly
12.79%
Drawdown
20.92%
$543.46M
Equity
Holdings
$543.46M
Investment
$411.52M
$164.16M
Profit -$552,870.47
Realized
$32.22M
Unrealized
$131.94M
Dividends
$22.31M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.17%
Profit
-$552,870.47
Win %
76%
This Week
Compared To Last Week
Gain
-0.07%
Profit
-$358,573.47
Win %
76%
This Month
Compared to last month
Gain
-0.67%
Profit
-$3.64M
Win %
76%
This Year
Compared to last year
Gain
2%
Profit
$10.67M
Win %
76%
NET Cloudflare, Inc. Class A Common Stock
+6.87%
+$226,239.2 
PANW Palo Alto Networks, Inc.
+6.24%
+$19,289.43 
CRWD CrowdStrike Holdings, Inc.
+5.91%
+$25,121.4 
COP ConocoPhillips
+3.8%
+$299,515.46 
MU Micron Technology Inc.
+3.1%
+$97,116.28 
CVE Cenovus Energy Inc.
+2.9%
+$24,187.48 
CIBR First Trust Nasdaq Cybersecurity ETF
+2.6%
+$25,236.84 
XLE State Street Energy Select Sector SPDR ETF
+2.58%
+$7,748.22 
CVX Chevron Corporation
+2.5%
+$235,037.58 
SU Suncor Energy Inc.
+2.36%
+$14,894.37 
XOM ExxonMobil Holdings Corporation
+2.35%
+$187,886.82 
LMT Lockheed Martin Corporation
+2.32%
+$12,544.68 
MRVL Marvell Technology Inc.
+1.94%
+$4,800.04 
EPD Enterprise Products Partners L.P.
+1.93%
+$9,535.12 
SKYY First Trust Cloud Computing ETF
+1.86%
+$4,806.78 
AMD Advanced Micro Devices Inc.
+1.52%
+$84,123.92 
ORCL Oracle Corporation
+1.47%
+$6,571.2 
IGV iShares Expanded Tech-Software Sector ETF
+1.45%
+$36,579.37 
SPCX Space Exploration Technologies Corp. Class A
+1.42%
+$8,097.86 
INTC Intel Corporation
+1.34%
+$11,876.05 
KEYS Keysight Technologies, Inc.
+1.31%
+$5,124.49 
CSCO Cisco Systems, Inc.
+1.31%
+$2,827.68 
AMAT Applied Materials Inc.
+1.08%
+$2,596.06 
QCOM QUALCOMM Incorporated
+0.9%
+$3,485.04 
ABT Abbott Laboratories
+0.88%
+$2,628 
NNOV Innovator Growth-100 Power Buffer ETF - November
+0.81%
+$3,092.4 
JCI Johnson Controls International plc
+0.78%
+$1,791.54 
BAI iShares A.I. Innovation and Tech Active ETF
+0.75%
+$13,435.8 
FXL First Trust Technology AlphaDEX Fund
+0.73%
+$1,757.77 
IXN iShares Global Tech ETF
+0.7%
+$9,031.68 
MSFT Microsoft Corporation Common Stock
+0.68%
+$90,734.6 
QTEC First Trust NASDAQ-100 Technology Sector Index Fund
+0.6%
+$5,476.38 
CELC Celcuity Inc.
+0.56%
+$741 
FTEC Fidelity MSCI Information Technology Index ETF
+0.52%
+$1,274.4 
MTUM iShares MSCI USA Momentum Factor ETF
+0.5%
+$1,308.95 
VGT Vanguard Information Technology ETF
+0.49%
+$2,396.56 
STX Seagate Technology Holdings plc
+0.44%
+$31,728.37 
SHOP Shopify Inc.
+0.43%
+$5,180.08 
IYW iShares U.S. Technology ETF
+0.43%
+$12,762.96 
ARTY iShares Future AI & Tech ETF
+0.39%
+$2,829.41 
ABBV AbbVie Inc.
+0.38%
+$3,670.92 
SNDK Sandisk Corp.
+0.38%
+$1,161.31 
AIQ Global X Artificial Intelligence & Technology ETF
+0.32%
+$695.4 
LRCX Lam Research Corp.
+0.26%
+$1,428.39 
AVGO Broadcom Inc.
+0.25%
+$3,253.44 
CMI Cummins Inc.
+0.21%
+$959.17 
ESGE iShares ESG Aware MSCI EM ETF
+0.21%
+$558.71 
SCMB Schwab Municipal Bond ETF
+0.2%
+$544.7 
QQEW First Trust Nasdaq-100 Select Equal Weight ETF
+0.19%
+$1,141.15 
FDN First Trust Dow Jones Internet Index Fund
+0.17%
+$588.79 
DDTJ Innovator Equity Dual Directional 10 Buffer ETF - January
+0.17%
+$366.56 
VRT Vertiv Holdings Co Class A Common Stock
+0.17%
+$251.22 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$864.67 
DDFY Innovator Equity Dual Directional 15 Buffer ETF - May
+0.15%
+$358.71 
QQQ Invesco QQQ Trust, Series 1
+0.12%
+$18,218.38 
VTEC Vanguard California Tax-Exempt Bond ETF
+0.11%
+$464.97 
MUB iShares National Muni Bond ETF
+0.11%
+$1,781.78 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.1%
+$1,326.18 
QJUN FT Vest Nasdaq-100 Buffer ETF - June
+0.1%
+$2,203.63 
QQQM Invesco NASDAQ 100 ETF
+0.09%
+$3,954.15 
NJAN Innovator Growth-100 Power Buffer ETF - January
+0.09%
+$410.9 
NAPR Innovator Nasdaq-100 Power Buffer ETF - April
+0.08%
+$756.2 
IEMG iShares Core MSCI Emerging Markets ETF
+0.08%
+$1,933.02 
SPMO Invesco S&P 500 Momentum ETF
+0.08%
+$208.43 
QDEC FT Vest Nasdaq-100 Buffer ETF - December
+0.07%
+$1,074.25 
NJUL Innovator Nasdaq-100 Power Buffer ETF - July
+0.06%
+$289.14 
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
+0.06%
+$206.96 
XDEC FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December
+0.06%
+$198.35 
QSPT FT Vest Nasdaq-100 Buffer ETF - September
+0.06%
+$1,571.5 
ICVT iShares Convertible Bond ETF
+0.05%
+$779.96 
LMBS First Trust Low Duration Opportunities ETF
+0.05%
+$523.08 
PDI Pimco Dynamic Income Fund
+0.04%
+$61.58 
XIDE FT Vest U.S. Equity Buffer & Premium Income ETF - December
+0.03%
+$72.8 
DNOV FT Vest U.S. Equity Deep Buffer ETF - November
+0.03%
+$383.23 
VGUS Vanguard Ultra-Short Treasury ETF
+0.03%
+$845.27 
FSMB First Trust Short Duration Managed Municipal ETF
+0.03%
+$82.5 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$52.35 
STIP iShares 0-5 Year TIPS Bond ETF
+0.02%
+$78.72 
IALT iShares Systematic Alternatives Active ETF
+0.02%
+$38.7 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PAPR Innovator U.S. Equity Power Buffer ETF - April
0%
$0 
PSI Invesco Semiconductors ETF
0%
$0 
XBFR Innovator Equity Managed 10 Buffer ETF
0%
$0 QMMY
QMMY
0%
$0 AAPR
AAPR
0%
$0 FAI
FAI
0%
$0 DLMY
DLMY
0%
$0 
BE Bloom Energy Corp. Class A Common Stock
-13.09%
-$39,372.31 
COKE Coca-Cola Consolidated Inc.
-4.64%
-$20,578.74 
AXP American Express Company
-3.95%
-$24,190.58 
DAL Delta Air Lines, Inc.
-3.75%
-$28,366.47 
PG The Procter & Gamble Company
-2.92%
-$8,838.38 
LOW Lowe's Companies, Inc.
-2.86%
-$9,198 
HD The Home Depot, Inc.
-2.85%
-$29,277.57 
WDC Western Digital Corp.
-2.84%
-$4,100.4 
RFEM First Trust RiverFront Dynamic Emerging Markets ETF
-2.76%
-$20,748.18 
OKLO Oklo Inc. Class A Common Stock
-2.74%
-$4,819.62 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.62%
-$6,939.18 
CAT Caterpillar Inc.
-2.52%
-$29,286.22 
LLY Eli Lilly and Company
-2.52%
-$17,031.81 
KO The Coca-Cola Company
-2.43%
-$7,147.92 
BMY Bristol-Myers Squibb Company
-2.27%
-$9,166.3 
MS Morgan Stanley Common Stock
-2%
-$3,901.21 
INDA iShares MSCI India ETF
-1.97%
-$9,311.67 
MCD McDonald's Corporation
-1.91%
-$10,507.6 
CRWV CoreWeave Inc. Class A Common Stock
-1.91%
-$4,064.04 
MO Altria Group, Inc.
-1.87%
-$14,780.78 
BCG Binah Capital Group Inc.
-1.83%
-$424 
NJUN Innovator Growth-100 Power Buffer ETF - June
-1.82%
-$3,702.3 
IRT Independence Realty Trust, Inc.
-1.78%
-$8,144.82 
PH Parker-Hannifin Corporation
-1.77%
-$20,009.07 
RTX RTX Corporation
-1.75%
-$12,984.64 
JPM JPMorgan Chase & Co.
-1.71%
-$48,470.65 
JNJ Johnson & Johnson
-1.61%
-$16,662.42 
OZ Belpointe PREP LLC
-1.61%
-$9,334.8 
RTH VanEck Retail ETF
-1.58%
-$10,998.78 
A AgileThought, Inc. Class A Common Stock
-1.49%
-$5,073.81 
VZ Verizon Communications Inc.
-1.48%
-$3,490.03 
COIN Coinbase Global Inc. Class A Common Stock
-1.48%
-$4,433.84 
PFE Pfizer Inc.
-1.48%
-$4,086.45 
CCJ Cameco Corporation
-1.46%
-$13,813.8 
CAH Cardinal Health, Inc.
-1.46%
-$10,817.76 
GS The Goldman Sachs Group, Inc.
-1.39%
-$2,773.12 
FTCS First Trust Capital Strength ETF
-1.39%
-$20,506.61 
XLF State Street Financial Select Sector SPDR ETF
-1.39%
-$3,121.16 
NAD Nuveen Quality Municipal Income Fund
-1.39%
-$1,834.83 
WMT Walmart Inc.
-1.38%
-$10,899.23 
V Visa Inc. Class A
-1.32%
-$15,805.68 
AMGN Amgen Inc. Common Stock
-1.28%
-$12,141.87 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-1.26%
-$3,065.12 
COST Costco Wholesale Corp
-1.25%
-$97,702.9 
SCHW The Charles Schwab Corporation
-1.24%
-$5,782.82 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.19%
-$7,113.36 
RDVY First Trust Rising Dividend Achievers ETF
-1.18%
-$23,757.56 
SBUX Starbucks Corp.
-1.17%
-$18,574.71 
NFLX Netflix Inc.
-1.16%
-$5,028.99 
FVD First Trust Value Line Dividend Index Fund
-1.08%
-$5,720.86 
MAR Marriott International, Inc. Class A Common Stock
-1.06%
-$5,991.69 
DHR Danaher Corp.
-1.05%
-$2,858.02 
TSLA Tesla, Inc.
-1.04%
-$27,004.38 
XLU State Street Utilities Select Sector SPDR ETF
-1.01%
-$2,646.54 
DVY iShares Select Dividend ETF
-1.01%
-$7,294.65 
IFRA iShares U.S. Infrastructure ETF
-0.97%
-$4,416.69 
IYH iShares U.S. Healthcare ETF
-0.97%
-$2,412.4 
WFC Wells Fargo & Company
-0.94%
-$28,344.49 
BRK-B Berkshire Hathaway Inc.
-0.93%
-$25,559.02 
BRK-A Berkshire Hathaway Inc.
-0.9%
-$7,370.67 
IAUM iShares Gold Trust Micro
-0.87%
-$1,780.8 
NLR VanEck Uranium and Nuclear ETF
-0.85%
-$1,908.06 
VIG Vanguard Dividend Appreciation ETF
-0.83%
-$46,403.1 
IDU iShares U.S. Utilities ETF
-0.83%
-$1,939.8 
FDT First Trust Developed Markets ex-US AlphaDEX Fund
-0.82%
-$2,725.38 
TAN Invesco Solar ETF
-0.79%
-$1,592.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.77%
-$15,724.9 
IAU iShares Gold Trust
-0.77%
-$9,246.94 
EFG iShares MSCI EAFE Growth ETF
-0.75%
-$15,610.6 
GOOGL Alphabet Inc
-0.74%
-$19,029.18 
QUAL iShares MSCI USA Quality Factor ETF
-0.73%
-$25,616.25 
PM Philip Morris International Inc.
-0.73%
-$9,772.63 
O Realty Income Corp.
-0.72%
-$1,785.14 
FDMO Fidelity Momentum Factor ETF
-0.71%
-$4,811.7 
MGV Vanguard Mega Cap Value ETF
-0.71%
-$1,557.71 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.7%
-$6,318.25 
EWJ iShares MSCI Japan ETF
-0.69%
-$1,572 
JEPI JPMorgan Equity Premium Income ETF
-0.68%
-$4,405.83 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.68%
-$4,791.87 
IJH iShares Core S&P Mid-Cap ETF
-0.67%
-$5,833.45 
VTV Vanguard Morningstar Value ETF
-0.66%
-$12,324 
VYM Vanguard High Dividend Yield ETF
-0.66%
-$4,647.01 
IWD iShares Russell 1000 Value ETF
-0.65%
-$11,552.84 
IVE iShares S&P 500 Value ETF
-0.65%
-$4,429.52 
FQAL Fidelity Quality Factor ETF
-0.64%
-$29,252.69 
EFA iShares MSCI EAFE ETF
-0.64%
-$7,704.18 
META Meta Platforms Inc Class A
-0.63%
-$9,755.28 
VLU State Street SPDR S&P 1500 Value Tilt ETF
-0.62%
-$6,424.17 
DIS The Walt Disney Company
-0.6%
-$4,696.76 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.6%
-$9,509.88 
SCHM Schwab U.S. Mid-Cap ETF
-0.59%
-$2,070.7 
AMZN Amazon.com Inc
-0.59%
-$32,410.56 
BBUS JPMorgan BetaBuilders U.S. Equity ETF
-0.59%
-$10,289.43 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.58%
-$6,620.24 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.58%
-$6,963.02 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.58%
-$3,325.34 
AAPL Apple Inc.
-0.58%
-$151,680.63 
GOOG Alphabet Inc
-0.58%
-$5,692.48 
FESM Fidelity Enhanced Small Cap ETF
-0.55%
-$3,673.5 
UFOX Defiance Space and Connective Tech ETF
-0.54%
-$892.5 
RPG Invesco S&P 500 Pure Growth ETF
-0.54%
-$2,842.87 
USMV iShares MSCI USA Min Vol Factor ETF
-0.54%
-$6,412.47 
HFRO Highland Opportunities and Income Fund
-0.52%
-$463.18 
ESGV Vanguard ESG U.S. Stock ETF
-0.52%
-$1,211.38 
IBB iShares Biotechnology ETF
-0.51%
-$1,206.96 
AFMC First Trust Active Factor Mid Cap ETF
-0.51%
-$3,425.96 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.51%
-$33,843.81 
CGBL Capital Group Core Balanced ETF
-0.5%
-$17,547.81 
SCHD Schwab U.S. Dividend Equity ETF
-0.49%
-$4,600.93 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.49%
-$8,676.8 
EFV iShares MSCI EAFE Value ETF
-0.49%
-$4,266.19 
BUFY FT Vest Laddered International Moderate Buffer ETF
-0.48%
-$9,774.54 
SCHF Schwab International Equity ETF
-0.48%
-$1,244.75 
IVV iShares Core S&P 500 ETF
-0.48%
-$153,488.88 
VOO Vanguard S&P 500 ETF
-0.48%
-$44,923.13 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.48%
-$7,388.4 
SPY State Street SPDR S&P 500 ETF Trust
-0.47%
-$55,745.86 
PPA Invesco Aerospace & Defense ETF
-0.46%
-$4,689.55 
CGIC Capital Group International Core Equity ETF
-0.46%
-$7,312.96 
IWO iShares Russell 2000 Growth ETF
-0.44%
-$1,819.43 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.43%
-$5,350.97 
SCHX Schwab U.S. Large-Cap ETF
-0.43%
-$4,849.3 
VV Vanguard Morningstar Large-Cap ETF
-0.43%
-$3,385.5 
SCHA Schwab U.S. Small-Cap ETF
-0.43%
-$1,568.42 
IJR iShares Core S&P Small-Cap ETF
-0.43%
-$2,455.54 
VTI Vanguard Total Stock Market ETF
-0.42%
-$6,249.36 
ESGU iShares ESG Aware MSCI USA ETF
-0.41%
-$20,939.43 
IWB iShares Russell 1000 ETF
-0.41%
-$1,785.37 
IJS iShares S&P Small-Cap 600 Value ETF
-0.4%
-$1,384.24 
IWM iShares Russell 2000 ETF
-0.39%
-$7,164.64 
FNDF Schwab Fundamental International Equity ETF
-0.39%
-$16,058.91 
LIT Global X Lithium & Battery Tech ETF
-0.38%
-$795.57 
XLG Invesco S&P 500 Top 50 ETF
-0.38%
-$5,314.52 
FSEP FT Vest U.S. Equity Buffer ETF - September
-0.36%
-$19,163.81 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.35%
-$3,279.02 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.35%
-$1,098.65 
IWN iShares Russell 2000 Value ETF
-0.35%
-$944.24 
FEX First Trust Large Cap Core AlphaDEX Fund
-0.34%
-$9,487.09 
CORO iShares International Country Rotation Active ETF
-0.34%
-$896.76 
FBCG Fidelity Blue Chip Growth ETF
-0.34%
-$31,941.6 
MISL First Trust Indxx Aerospace & Defense ETF
-0.33%
-$2,574.45 
FNY First Trust Mid Cap Growth AlphaDEX Fund
-0.33%
-$1,332.87 
FAUG FT Vest U.S. Equity Buffer ETF - August
-0.32%
-$9,390.42 
VUG Vanguard Morningstar Growth ETF
-0.31%
-$2,748.06 
GAUG FT Vest U.S. Equity Moderate Buffer ETF - August
-0.31%
-$1,352.13 
IVW iShares S&P 500 Growth ETF
-0.31%
-$14,412.3 
GD General Dynamics Corp.
-0.3%
-$738.83 
FOCT FT Vest U.S. Equity Buffer ETF - October
-0.3%
-$3,811.66 
PSEP Innovator U.S. Equity Power Buffer ETF - September
-0.3%
-$5,016.34 
BUFS FT Vest Laddered Small Cap Moderate Buffer ETF
-0.28%
-$2,958.37 
FMAY FT Vest U.S. Equity Buffer ETF - May
-0.28%
-$26,506.53 
FJUL FT Vest US Equity Buffer ETF
-0.28%
-$10,371.02 
TOPT iShares Top 20 U.S. Stocks ETF
-0.28%
-$3,800.47 
BAUG Innovator U.S. Equity Buffer ETF - August
-0.27%
-$1,432.65 
BUFR FT Vest Laddered Buffer ETF
-0.27%
-$14,954.8 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.26%
-$1,004.99 
PJUL Innovator U.S. Equity Power Buffer ETF - July
-0.26%
-$4,076.15 
DDFO Innovator Equity Dual Directional 15 Buffer ETF - October
-0.26%
-$1,238.94 
GJUN FT Vest U.S. Equity Moderate Buffer ETF - June
-0.26%
-$3,935.35 
FJUN FT Vest U.S. Equity Buffer ETF - June
-0.25%
-$27,359.05 
NVDA NVIDIA Corporation
-0.25%
-$40,834.41 
TT Trane Technologies plc
-0.25%
-$5,821.71 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.25%
-$689.64 
SPBO State Street SPDR Portfolio Corporate Bond ETF
-0.25%
-$2,381.33 
DAUG FT Vest U.S. Equity Deep Buffer ETF - August
-0.25%
-$519.76 
DJAN FT Vest U.S. Equity Deep Buffer ETF - January
-0.25%
-$2,079.2 
BBAI BigBear.ai Holdings, Inc.
-0.23%
-$281.31 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.23%
-$676 
SFEB FT Vest U.S. Small Cap Moderate Buffer ETF - February
-0.23%
-$1,214.58 
BFEB Innovator U.S. Equity Buffer ETF - February
-0.22%
-$892.64 
BMAR Innovator U.S. Equity Buffer ETF - March
-0.22%
-$643.55 
GSEP FT Vest U.S. Equity Moderate Buffer ETF - September
-0.22%
-$1,539.77 
BJAN Innovator U.S. Equity Buffer ETF - January
-0.22%
-$509.66 
DOCT FT Vest U.S. Equity Deep Buffer ETF - October
-0.22%
-$1,043.38 
IGEB iShares Investment Grade Systematic Bond ETF
-0.22%
-$8,680.72 
IWF iShares Russell 1000 Growth ETF
-0.22%
-$2,731.52 
FFEB FT Vest U.S. Equity Buffer ETF - February
-0.21%
-$8,924.04 
FAPR FT Vest U.S. Equity Buffer ETF - April
-0.21%
-$3,893.55 
DJUL FT Vest U.S. Equity Deep Buffer ETF - July
-0.21%
-$443.35 
HYDB iShares High Yield Systematic Bond ETF
-0.2%
-$1,393.38 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.2%
-$641.41 
GJAN FT Vest U.S. Equity Moderate Buffer ETF - January
-0.19%
-$1,404.95 
IONQ IonQ, Inc.
-0.19%
-$360.36 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.19%
-$1,877.92 
GJUL FT Vest U.S. Equity Moderate Buffer ETF - July
-0.19%
-$1,258.46 
MGK Vanguard Mega Cap Growth ETF
-0.19%
-$668.6 
VLUE iShares MSCI USA Value Factor ETF
-0.19%
-$2,031.3 
FDEC FT Vest U.S. Equity Buffer ETF - December
-0.19%
-$6,301.95 
FJAN FT Vest U.S. Equity Buffer ETF - January
-0.18%
-$5,570.46 
BCAL California BanCorp Common Stock
-0.18%
-$1,112.96 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.18%
-$389.56 
SPHY SPDR Portfolio High Yield Bond ETF
-0.18%
-$1,296.36 
PNOV Innovator U.S. Equity Power Buffer ETF - November
-0.17%
-$4,359.04 
BND Vanguard Total Bond Market ETF
-0.17%
-$2,703.44 
GMAY FT Vest U.S. Equity Moderate Buffer ETF - May
-0.17%
-$1,860.82 
PAUG Innovator U.S. Equity Power Buffer ETF - August
-0.17%
-$4,807.28 
GOCT FT Vest U.S. Equity Moderate Buffer ETF - October
-0.16%
-$668.57 
DFEB FT Vest U.S. Equity Deep Buffer ETF - February
-0.16%
-$2,713.92 
FBND Fidelity Total Bond ETF
-0.16%
-$12,798.24 
FMAR FT Vest U.S. Equity Buffer ETF - March
-0.16%
-$9,321.69 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.16%
-$1,555.54 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.15%
-$3,675.3 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.15%
-$460.62 
AGG iShares Core U.S. Aggregate Bond ETF
-0.15%
-$309 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.15%
-$630 
JNK State Street SPDR Bloomberg High Yield Bond ETF
-0.15%
-$547.42 
IUSB iShares Core Universal USD Bond ETF
-0.14%
-$1,502.28 
IWP iShares Russell Mid-Cap Growth ETF
-0.14%
-$261.82 
FNOV FT Vest U.S. Equity Buffer ETF - November
-0.13%
-$3,558.72 
XLRE State Street Real Estate Select Sector SPDR ETF
-0.13%
-$771.82 
UAUG Innovator U.S. Equity Ultra Buffer ETF - August
-0.13%
-$796.51 
JCPB JPMorgan Core Plus Bond ETF
-0.12%
-$588.55 
SPAB State Street SPDR Portfolio Aggregate Bond ETF
-0.12%
-$1,021.77 
FIXD First Trust Smith Opportunistic Fixed Income ETF
-0.12%
-$5,417.15 
BAPR Innovator U.S. Equity Buffer ETF - April
-0.12%
-$786.17 
GAPR FT Vest U.S. Equity Moderate Buffer ETF - April
-0.11%
-$1,168.55 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.11%
-$3,835.03 
GFEB FT Vest U.S. Equity Moderate Buffer ETF - February
-0.11%
-$1,466.08 
QMAR FT Vest Nasdaq-100 Buffer ETF - March
-0.1%
-$1,619.4 
NOCT Innovator Growth-100 Power Buffer ETF - October
-0.1%
-$231.21 
PMAR Innovator U.S. Equity Power Buffer ETF - March
-0.1%
-$1,709.35 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.1%
-$840.65 
NBFR Innovator Nasdaq-100 Managed 10 Buffer ETF
-0.09%
-$478.39 
FTC First Trust Large Cap Growth AlphaDEX Fund
-0.09%
-$1,612.68 
KJAN Innovator U.S. Small Cap Power Buffer ETF - January
-0.08%
-$161 
XISE FT Vest U.S. Equity Buffer & Premium Income ETF - September
-0.07%
-$132.52 
GMAR FT Vest U.S. Equity Moderate Buffer ETF - March
-0.06%
-$945.26 
GEV GE Vernova Inc.
-0.05%
-$120.12 
PSX Phillips 66
-0.05%
-$2,082.08 
GNOV FT Vest U.S. Equity Moderate Buffer ETF - November
-0.04%
-$78.58 
JPST JPMorgan Ultra-Short Income ETF
-0.03%
-$237.47 
FLOT iShares Floating Rate Bond ETF
-0.03%
-$79.12 
BUFQ FT Vest Laddered Nasdaq Buffer ETF
-0.03%
-$874.97 
FTCB First Trust Core Investment Grade ETF
-0.03%
-$223.84 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$52.01 
FTSM First Trust Enhanced Short Maturity ETF
-0.02%
-$374.36 
DNN Denison Mines Corp.
-0.01%
-$2 
JGRO JPMorgan Active Growth ETF
-0.01%
-$154.4 Events
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Dividends
Dividend Analysis
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| Trades 3581 | Longs Won 2414/3581 67% | Profit Factor 6.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $310,583.28 |
| Average Win $81,569.36 | Best Trade (Oct 23) $8.64M | Sharpe Ratio -106.01 |
| Average Loss -$28,061.72 | Worst Trade (Mar 30) -$4.15M | Z-Score 3.73 (99.98%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w | Expectancy $45,842.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A AgileThought, Inc. Class A Common Stock | 1,959 | $290,066.42 | $335,576.7 | - | $45,510.28 | 15.69% | -1.489% |
| AAPL Apple Inc. | 75,463 | $14.06M | $26.13M | - | $12.06M | 85.75% | -0.577% |
| AAPR AAPR | 12,242 | $320.99 | $320.36 | - | -$0.63 | -0.2% | 0.0 |
| ABBV AbbVie Inc. | 3,399 | $501,824.54 | $973,031.73 | - | $471,207.19 | 93.9% | +0.379% |
| ABT Abbott Laboratories | 2,920 | $406,574.3 | $301,957.2 | - | -$104,617.1 | -25.73% | +0.878% |
| AFMC First Trust Active Factor Mid Cap ETF | 16,712 | $638,110.84 | $673,911.4 | - | $35,800.56 | 5.61% | -0.506% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,131 | $210,926.38 | $204,522.72 | - | -$6,403.66 | -3.04% | -0.151% |
| AIQ Global X Artificial Intelligence & Technology ETF | 3,477 | $228,125.97 | $216,512.79 | - | -$11,613.18 | -5.09% | +0.322% |
| AMAT Applied Materials Inc. | 641 | $463,443 | $243,342.83 | - | -$220,100.17 | -47.49% | +1.078% |
| AMD Advanced Micro Devices Inc. | 10,911 | $1.89M | $5.63M | - | $3.74M | 197.77% | +1.518% |
| AMGN Amgen Inc. Common Stock | 2,119 | $495,293.49 | $935,644.45 | - | $440,350.96 | 88.91% | -1.281% |
| AMZN Amazon.com Inc | 22,048 | $3.75M | $5.49M | - | $1.74M | 46.3% | -0.587% |
| ARTY iShares Future AI & Tech ETF | 10,677 | $560,468.85 | $738,047.62 | - | $177,578.77 | 31.68% | +0.385% |
| AVGO Broadcom Inc. | 3,992 | $749,644.36 | $1.29M | - | $543,983.16 | 72.57% | +0.252% |
| AXP American Express Company | 1,884 | $514,197.34 | $588,429.72 | - | $74,232.38 | 14.44% | -3.949% |
| BAI iShares A.I. Innovation and Tech Active ETF | 44,786 | $1.61M | $1.81M | - | $197,529.48 | 12.25% | +0.748% |
| BAPR Innovator U.S. Equity Buffer ETF - April | 12,095 | $495,806.95 | $661,415.07 | - | $165,608.12 | 33.4% | -0.119% |
| BAUG Innovator U.S. Equity Buffer ETF - August | 9,551 | $467,903.49 | $526,928.67 | - | $59,025.18 | 12.61% | -0.271% |
| BBAI BigBear.ai Holdings, Inc. | 56,261 | $263,558.6 | $119,554.62 | - | -$144,003.98 | -54.64% | -0.235% |
| BBUS JPMorgan BetaBuilders U.S. Equity ETF | 12,703 | $1.49M | $1.74M | - | $253,424.85 | 17.03% | -0.587% |
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FAQ
Which stocks have generated the highest profits for Shad Lamm?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $4.17M, FT Vest U.S. Equity Buffer ETF - June - $3.55M, Seagate Technology Holdings plc - $2.9M, FT Vest U.S. Equity Buffer ETF - May - $2.24M, and FT Vest U.S. Equity Buffer ETF - September - $2.05M. 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: SPDR NYSE Technology ETF - $4.13M, iShares MSCI EAFE Growth ETF - $758,255.66, iShares U.S. Treasury Bond ETF - $722,301.54, iShares ESG Aware MSCI USA ETF - $559,143.45, and Target Corp - $474,557.23. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Shad Lamm's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.31M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.78M, Fidelity Total Bond ETF - $1.09M, ConocoPhillips - $911,901.17, iShares Core Universal USD Bond ETF - $716,151.26, and Vanguard Short-Term Inflation-Protected Securities ETF - $594,773.59. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Shad Lamm's monthly returns?
Shad Lamm's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Shad Lamm's strategy be considered aggressive or moderate?
Shad Lamm's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Shad Lamm's strategy?
Shad Lamm's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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