SL
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:
45.45%
Gain +1.71%
Monthly
0.57%
Yearly
7.06%
Drawdown
14.31%
$548.08M
Equity
Holdings
$548.08M
Investment
$401.4M
$172.46M
Profit +$10.56M
Realized
$25.78M
Unrealized
$146.68M
Dividends
$20.23M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.71%
Profit
$10.56M
Win %
82%
This Week
Compared To Last Week
Gain
-1%
Profit
-$5.53M
Win %
82%
This Month
Compared to last month
Gain
-1.7%
Profit
-$9.47M
Win %
82%
This Year
Compared to last year
Gain
13.94%
Profit
$67.06M
Win %
82%
LRCX Lam Research Corporation
+12.65%
+$95,651.28 
MU Micron Technology, Inc.
+11.69%
+$374,013.12 
AMD Advanced Micro Devices, Inc.
+7.96%
+$330,303.49 
BAI iShares A.I. Innovation and Tech Active ETF
+7.13%
+$134,238 
DAL Delta Air Lines, Inc.
+7.04%
+$49,377.64 
STX Seagate Technology Holdings plc
+6.38%
+$749,510.6 
PSLV Sprott Physical Silver Trust
+6.18%
+$21,886.02 
DNN Denison Mines Corp.
+6.18%
+$3,625.12 
QCOM QUALCOMM Incorporated
+6.16%
+$25,008.94 
ARTY iShares Future AI & Tech ETF
+5.69%
+$32,237.4 
LIT GLOBAL X LITHIUM & BATTERY T
+5.42%
+$15,906.95 
RPG Invesco S&P 500 Pure Growth ETF
+5.3%
+$30,224.25 
TAN Invesco Solar ETF
+5.29%
+$15,337 
GD General Dynamics Corporation
+5.2%
+$12,209.08 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+5.17%
+$74,051.66 
KEYS Keysight Technologies, Inc.
+4.98%
+$19,356 
CAT Caterpillar Inc.
+4.83%
+$61,224.58 
XNTK SPDR NYSE Technology ETF
+4.82%
+$3.09M 
AMGN Amgen Inc.
+4.79%
+$35,240.3 
IXN iShares Global Tech ETF
+4.73%
+$59,069.68 
TSLA Tesla, Inc.
+4.63%
+$137,737.65 
MTUM iShares MSCI USA Momentum Factor ETF
+4.61%
+$12,616.89 
LMT Lockheed Martin Corporation
+4.57%
+$21,455.98 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$102,644.4 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+4.35%
+$12,020.94 
AIQ Global X Artificial Intelligence & Technology ETF
+4.22%
+$14,586.88 
COIN Coinbase Global, Inc.
+4.2%
+$12,189.48 
CCJ Cameco Corporation
+4.17%
+$45,753.84 
FDT First Trust Developed Markets ex-US Fund
+4.17%
+$14,315.14 
ILF iShares Latin America 40 ETF
+4.08%
+$35,695.4 
FAD First Trust Multi Cap Growth Fund
+4.04%
+$394,364.76 
CMI Cummins Inc.
+4.03%
+$23,055.94 
EFG iShares MSCI EAFE Growth ETF
+3.94%
+$77,776.92 
IR Ingersoll Rand Inc.
+3.85%
+$21,834.03 
RTX RTX Corporation
+3.83%
+$15,538 
FNY First Trust Mid Cap Growth Fund
+3.78%
+$16,064.07 
VLUE iShares MSCI USA Value Factor ETF
+3.69%
+$38,614.4 
SCHF Schwab International Equity ETF
+3.67%
+$9,859.78 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$52,186.04 
NET Cloudflare Inc.
+3.61%
+$88,506.73 
IWC iShares Micro-Cap ETF
+3.59%
+$27,621.44 
AXTI AXT, Inc.
+3.58%
+$273,777.15 
IWO iShares Russell 2000 Growth ETF
+3.55%
+$15,513.13 
SBUX Starbucks Corporation
+3.53%
+$54,688.3 
AVGO Broadcom Inc.
+3.47%
+$54,192.86 
SCHA Schwab U.S. Small-Cap ETF
+3.39%
+$11,784.77 
IYW iShares U.S. Technology ETF
+3.39%
+$100,915.21 
FDMO Fidelity Momentum Factor ETF
+3.34%
+$22,493.75 
VGT Vanguard Information Technology ETF
+3.32%
+$15,397.44 
QQQ Invesco QQQ Trust, Series 1
+3.28%
+$525,907.98 
QQQM Invesco NASDAQ 100 ETF
+3.17%
+$95,130 
EFA iShares MSCI EAFE ETF
+3.12%
+$38,049.51 
GLD SPDR Gold Shares
+3.1%
+$13,090.12 
IAU iShares Gold Trust
+3.05%
+$52,341.12 
PH Parker-Hannifin Corporation
+3.04%
+$33,621.09 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$27,734.43 
IWM iShares Russell 2000 ETF
+2.99%
+$55,081.7 
FESM Fidelity Enhanced Small Cap ETF
+2.99%
+$19,374.11 
SCHM Schwab U.S. Mid-Cap ETF
+2.95%
+$11,764.68 
FBCG Fidelity Blue Chip Growth Fund
+2.84%
+$211,387.68 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+2.8%
+$16,349.92 
FNDC Schwab Fundamental International Small Company Index ETF
+2.79%
+$94,533.32 
MAR Marriott International Inc. - Class A
+2.76%
+$16,267.16 
IBB iShares Biotechnology ETF
+2.74%
+$21,944.7 
BBAI BigBear.ai Holdings Inc.
+2.74%
+$3,992.56 
RDVY First Trust Rising Dividend Achievers ETF
+2.72%
+$23,475.76 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.67%
+$15,482.28 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.59%
+$20,202 
EFV iShares MSCI EAFE Value ETF
+2.57%
+$21,421.78 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$22,983.45 
IJR iShares Core S&P Small-Cap ETF
+2.47%
+$14,141.93 
TT Trane Technologies plc
+2.43%
+$57,950.86 
IONQ IonQ, Inc.
+2.38%
+$11,314.35 
BMY Bristol-Myers Squibb Company
+2.37%
+$9,633.36 
IWN iShares Russell 2000 Value ETF
+2.34%
+$6,510.92 
ICVT iShares Convertible Bond ETF
+2.34%
+$36,682.2 
CAH Cardinal Health Inc.
+2.31%
+$14,500 
HD The Home Depot, Inc.
+2.26%
+$19,560.7 
LOW Lowe's Companies Inc.
+2.26%
+$7,651.84 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.25%
+$98,422.96 
PFE Pfizer Inc.
+2.23%
+$6,075.63 
JGRO JPMorgan Active Growth ETF
+2.18%
+$69,850.34 
NVDA NVIDIA Corporation
+2.17%
+$359,329.4 
LLY Eli Lilly and Company
+2.13%
+$11,548.17 
SHOP Shopify Inc.
+2.1%
+$14,879.85 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.08%
+$84,153.6 
IFRA iShares U.S. Infrastructure
+2.04%
+$9,534.19 
IWD iShares Russell 1000 Value ETF
+1.99%
+$40,207.28 
ESGV Vanguard ESG U.S. Stock ETF
+1.99%
+$4,424.68 
MGK Vanguard Mega Cap Growth ETF
+1.88%
+$5,768 
IJS iShares S&P Small-Cap 600 Value ETF
+1.87%
+$7,517.79 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.87%
+$22,067.1 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.86%
+$10,157.6 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.85%
+$12,134.43 
VO Vanguard Mid-Cap ETF
+1.83%
+$19,931.12 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$25,387.77 
CGBL Capital Group Core Balanced ETF
+1.8%
+$31,810.02 
VUG Vanguard Growth ETF
+1.78%
+$13,785.48 
DIS The Walt Disney Company
+1.77%
+$13,770.75 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.77%
+$14,077.38 
NJUN Innovator G-100 Power Buffer ETF - July
+1.76%
+$4,340 
IWB iShares Russell 1000 ETF
+1.74%
+$7,138.04 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$202,505.04 
VOO Vanguard S&P 500 ETF
+1.72%
+$148,292.65 
IVV iShares Core S&P 500 ETF
+1.72%
+$512,607.18 
SCHX Schwab U.S. Large-Cap ETF
+1.71%
+$18,236.82 
VTV Vanguard Value ETF
+1.68%
+$30,366.89 
QUAL iShares MSCI USA Quality Factor ETF
+1.68%
+$54,638.88 
AXP American Express Company
+1.64%
+$9,671.7 
ESGU iShares ESG Aware MSCI USA ETF
+1.64%
+$80,322.75 
RSP Invesco S&P 500 Equal Weight ETF
+1.59%
+$43,339.17 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.58%
+$5,684.12 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$24,233.56 
OEF iShares S&P 100 ETF
+1.57%
+$3,692.33 
SFLR Innovator Equity Managed Floor ETF
+1.54%
+$5,696.76 
IRM Iron Mountain Inc.
+1.48%
+$5,691.14 
FQAL Fidelity Quality Factor ETF
+1.45%
+$59,213.71 
TOPT iShares Top 20 U.S. Stocks ETF
+1.45%
+$20,461.45 
AMZN Amazon.com Inc
+1.45%
+$86,267.25 
CELC Celcuity Inc.
+1.42%
+$3,093.75 
SYY Sysco Corporation
+1.41%
+$3,909.53 
JPM JPMorgan Chase & Co.
+1.4%
+$42,072.38 
AAPL Apple Inc.
+1.39%
+$323,084.7 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$60,411.78 
VYM Vanguard High Dividend Yield ETF
+1.18%
+$8,130.02 
PCY Invesco Emerging Markets Sovereign Debt ETF
+1.12%
+$4,680.48 
IVE ISHARES S&P 500 VALUE ETF
+1.07%
+$5,289.97 
NAD Nuveen Quality Municipal Income Fund
+1.05%
+$1,581.75 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+1.05%
+$4,090.54 
BFEB Innovator U.S. Equity Buffer ETF
+0.98%
+$3,501.75 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.96%
+$13,892.92 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.95%
+$4,522.77 
XLG Invesco S&P 500 Top 50 ETF
+0.92%
+$11,658.64 
GOOG Alphabet Inc
+0.91%
+$9,838.55 
SFEB FT Vest US SC MB ETF-USD Inc.
+0.87%
+$4,531.34 
RTH VanEck Retail ETF
+0.86%
+$8,135.04 
FDN First Trust Dow Jones Internet Index Fund
+0.85%
+$7,586.88 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.85%
+$8,875.5 
MCD McDonald's Corporation
+0.83%
+$3,926.87 
IYH iShares U.S. Healthcare ETF
+0.83%
+$1,931.86 
SCHD Schwab U.S. Dividend Equity ETF
+0.82%
+$5,439.92 
PFF iShares Preferred and Income Securities ETF
+0.81%
+$1,662 
XLF Financial Select Sector SPDR Fund
+0.76%
+$3,916.03 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.74%
+$73,047.6 
PLTR Palantir Technologies Inc.
+0.69%
+$10,168.47 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
+0.66%
+$2,835 
IGEB iShares Investment Grade Corporate Bond ETF
+0.65%
+$25,017.72 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.65%
+$2,543.24 
FBND Fidelity Total Bond ETF
+0.62%
+$50,351.84 
DVY iShares Select Dividend ETF
+0.59%
+$4,202.56 
FTCS First Trust Capital Strength ETF
+0.59%
+$7,962.9 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.59%
+$26,138.76 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$8,286.18 
HYDB iShares High Yield Systematic Bond ETF
+0.57%
+$3,886.22 
IUSB iShares Core Universal USD Bond ETF
+0.57%
+$5,819.32 
UMAY Innovator U.S. Equity Ultra Fund
+0.57%
+$3,092.51 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.57%
+$18,028.14 
ABT Abbott Laboratories
+0.56%
+$2,002.28 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.55%
+$1,804 
XLUI The Utilities Select Sector SPDR Premium Income Fund
+0.54%
+$1,220.06 
WFC Wells Fargo & Company
+0.54%
+$15,828.12 
BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF
+0.52%
+$16,322.06 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.52%
+$11,433.85 
DDFD Innovator Equity Dual Directional 15 Buffer ETF - December
+0.51%
+$2,066 
FTCB First Trust Core Investment Grade ETF
+0.51%
+$4,579.47 
VCRB Vanguard Core Bond ETF
+0.49%
+$1,977 
VPLS Vanguard Core-Plus Bond ETF
+0.48%
+$1,268.36 
NAPR Innovator Growth 100 Power Buffer Fund
+0.45%
+$8,950.46 
USMV iShares MSCI USA Min Vol Factor ETF
+0.44%
+$6,193.32 
CVE Cenovus Energy Inc.
+0.42%
+$2,930.16 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.42%
+$14,162.67 
GOOGL Alphabet Inc
+0.42%
+$10,740.08 
FPE First Trust Preferred Securities and Income ETF
+0.34%
+$1,878.96 
RSSE FT Vest U.S. Equity Equal Weight Buffer ETF - September
+0.31%
+$74,949.78 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$7,232.06 
BINC iShares Flexible Income Active ETF
+0.29%
+$1,589.85 
OZ Belpointe PREP LLC
+0.24%
+$1,711.38 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
+0.23%
+$613.3 
BMAR Innovator U.S. Equity Buffer ETF
+0.23%
+$617.32 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.22%
+$1,217.34 
MUB iShares National Muni Bond ETF
+0.21%
+$3,557.62 
BCAL California BanCorp
+0.2%
+$1,112.96 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.18%
+$487.08 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.18%
+$1,330.83 
QJUN FT Vest Nasdaq-100 Buffer ETF
+0.16%
+$12,400.8 
LMBS First Trust Low Duration Opportunities ETF
+0.16%
+$1,852.08 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.13%
+$738.27 
VTEB Vanguard Tax-Exempt Bond ETF
+0.13%
+$739.76 
SKYY First Trust Cloud Computing ETF
+0.11%
+$236.4 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$393.5 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$163.41 
FLOT iShares Floating Rate Bond ETF
+0.06%
+$176.91 
FTSM First Trust Enhanced Short Maturity Fund
+0.05%
+$1,190.46 
BALT Inn Defined Wealth Shield Mutual Fund
+0.04%
+$277.79 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$24.84 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.01%
+$144.53 
AAPR
0%
$0 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
$0 
GJUN FT Vest US Equity Moderate Fund
0%
-$0.27 
QMMY
0%
$0 
ORCL Oracle Corporation
-8.58%
-$34,989 
COP ConocoPhillips
-3.79%
-$249,713.62 
XOM Exxon Mobil Corporation
-2.68%
-$217,221.03 
INTU Intuit Inc.
-2.58%
-$5,383.89 
COKE Coca-Cola Consolidated Inc.
-2.5%
-$8,360.22 
MO Altria Group, Inc.
-2.35%
-$23,658.6 
CVX Chevron Corporation
-2.1%
-$168,819.66 
PSX Phillips 66
-2.03%
-$58,163 
XLE Energy Select Sector SPDR Fund
-1.97%
-$5,701.7 
MSFT Microsoft Corp.
-1.77%
-$175,268.34 
A Agilent Technologies Inc.
-1.58%
-$4,038.64 
EPD Enterprise Products Partners L.P.
-1.56%
-$7,813.37 
DHR Danaher Corporation
-1.54%
-$3,338.88 
IRT Independence Realty Trust Inc.
-1.47%
-$7,541.5 
MDLZ Mondelez International, Inc.
-1.31%
-$3,952.2 
PM Philip Morris International Inc.
-1.27%
-$17,281.61 
KO The Coca-Cola Company
-1.27%
-$3,224.52 
V Visa Inc. Class A
-1.21%
-$15,147.56 
NFLX Netflix, Inc.
-0.9%
-$4,548.91 
COST Costco Wholesale Corporation
-0.82%
-$70,263.76 
HFRO Highland Opportunities and Income Fund
-0.71%
-$1,046.25 
BAUG Innovator U.S. Equity Buffer ETF
-0.63%
-$3,204.36 
SCHW Charles Schwab Corporation
-0.62%
-$1,630.75 
BAPR Innovator U.S. Equity Buffer ETF
-0.61%
-$3,870.4 
MA Mastercard Incorporated
-0.54%
-$987.36 
META Meta Platforms Inc Class A
-0.45%
-$6,508.62 
SU Suncor Energy Inc.
-0.45%
-$2,278.92 
PG Procter & Gamble Co
-0.45%
-$1,236.16 
PEP PepsiCo, Inc.
-0.44%
-$1,425.08 
UUP Invesco DB US Dollar Index Bullish Fund
-0.37%
-$2,411.09 
NAUG Innovator G-100 Power Buffer ETF August
-0.37%
-$1,505.4 
O Realty Income Corporation
-0.31%
-$1,203.27 
XLP Consumer Staples Select Sector SPDR Fund
-0.27%
-$2,095.99 
HDV iShares Core High Dividend ETF
-0.22%
-$511.5 
XIDE FT Vest US Equity Buffer & Protective Fund
-0.17%
-$857.6 
NJUL Innovator Growth 100 Power Buffer ETF
-0.13%
-$986.89 
IDU iShares U.S. Utilities ETF
-0.12%
-$275.6 
IHI iShares U.S. Medical Devices ETF
-0.1%
-$176.25 
WMT Walmart Inc.
-0.09%
-$673.31 
ABBV AbbVie Inc.
-0.08%
-$789.07 
BRK-A Berkshire Hathaway Inc.
-0.07%
-$495 
KJUL Innovator U.S. Small Cap Power Buffer ETF
-0.07%
-$115.7 
JNJ Johnson & Johnson
-0.05%
-$443.82 
VZ Verizon Communications Inc.
-0.04%
-$120.88 
FSMB First Trust Short Duration Managed Municipal ETF
-0.03%
-$82.5 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.01%
-$311.94 Events
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Dividends
Dividend Analysis
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| Trades 3041 | Longs Won 2056/3041 67% | Profit Factor 8.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $453,396.45 |
| Average Win $95,324.65 | Best Trade (Jun 11) $16.27M | Sharpe Ratio -9.48 |
| Average Loss -$23,886.71 | Worst Trade (Sep 30) -$905,103.54 | Z-Score 11.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 4d | Expectancy $56,711.3 |
| 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 | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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