LS
Leigha Shepard Portfolio
Invests via Midwest Financial Group LLC | Managed by Leigha Shepard
Invests via Midwest Financial Group LLC
Managed by Leigha Shepard
Automatically Tracked
Leigha Shepard Profile
With a diverse background in business operations and financial strategy, Leigha Shepard has established herself as a notable figure in the entrepreneurial landscape. She has co-founded several successful ventures across technology and consumer sectors, demonstrating her ability to innovate and scale businesses effectively. By leveraging her extensive expertise in market analysis and product development, she navigates complex competitive environments with agility. Her leadership not only focuses on driving growth but also emphasizes building sustainable practices that resonate with contemporary consumer values. As an investor-operator, she engages actively with startups to guide them through critical scaling phases while fostering connections within key industry networks.
With a diverse background in business operations and financial strategy, Leigha Shepard has established herself as a notable figure in the entrepreneurial landscape. She has co-founded several successful ventures across technology and consumer sectors, demonstrating her ability to innovate and scale businesses effectively. By leveraging her extensive expertise in market analysis and product development, she navigates complex competitive environments with agility. Her leadership not only focuses on driving growth but also emphasizes building sustainable practices that resonate with contemporary consumer values. As an investor-operator, she engages actively with startups to guide them through critical scaling phases while fostering connections within key industry networks.
Investment Philosophy & Strategy
Opportunity emerges in disruptive technology, where a keen eye for market trends plays a pivotal role. Leigha Shepard's entrepreneurial journey equips her with an intuitive grasp of business dynamics and scalability potential. She seeks investments in startups that exhibit not only innovative products but also sustainable operational models aligned with evolving consumer demands. By fostering strategic partnerships and leveraging her extensive network, she enhances the competitive edge of these ventures. Her commitment to mentorship ensures emerging businesses are well-positioned for growth within their sectors while addressing contemporary challenges.
Opportunity emerges in disruptive technology, where a keen eye for market trends plays a pivotal role. Leigha Shepard's entrepreneurial journey equips her with an intuitive grasp of business dynamics and scalability potential. She seeks investments in startups that exhibit not only innovative products but also sustainable operational models aligned with evolving consumer demands. By fostering strategic partnerships and leveraging her extensive network, she enhances the competitive edge of these ventures. Her commitment to mentorship ensures emerging businesses are well-positioned for growth within their sectors while addressing contemporary challenges.
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:
44.22%
Gain +0.02%
Monthly
1.04%
Yearly
13.16%
Drawdown
16.52%
$286.49M
Equity
Holdings
$286.49M
Investment
$191.37M
$107.05M
Profit +$47,960.39
Realized
$8.37M
Unrealized
$98.68M
Dividends
$10.72M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$47,960.39
Win %
84%
This Week
Compared To Last Week
Gain
0.02%
Profit
$47,960.39
Win %
84%
This Month
Compared to last month
Gain
-0.17%
Profit
-$476,778.7
Win %
84%
This Year
Compared to last year
Gain
20.33%
Profit
$48.77M
Win %
85%
AMD Advanced Micro Devices, Inc.
+4.73%
+$973,999.36 
QCOM QUALCOMM Incorporated
+4.32%
+$93,118.69 
LUV Southwest Airlines Co.
+2.66%
+$6,403.86 
AMAT Applied Materials, Inc.
+2.64%
+$33,281.56 
FITB Fifth Third Bancorp
+2.45%
+$25,676 
JPM JPMorgan Chase & Co.
+2.31%
+$7,302.31 
USB U.S. Bancorp
+2.27%
+$44,191.54 
RCL Royal Caribbean Group
+2.23%
+$11,395.52 
OGS One Gas Inc.
+2.22%
+$10,499.99 
AXP American Express Company
+2.18%
+$18,994.38 
TSLA Tesla, Inc.
+1.82%
+$5,561.92 
SMH VanEck Semiconductor ETF
+1.73%
+$30,741.78 
UNP Union Pacific Corporation
+1.65%
+$8,066.52 
SOXX iShares Semiconductor ETF
+1.59%
+$146,790.16 
DVN Devon Energy Corporation
+1.57%
+$6,216.7 
BAC Bank of America Corporation
+1.56%
+$5,254.6 
OKE ONEOK, Inc.
+1.56%
+$49,475.66 
URA Global X Uranium ETF
+1.54%
+$7,086.3 
HRI Herc Holdings Inc.
+1.48%
+$5,201.17 
ZM Zoom Video Communications, Inc.
+1.47%
+$3,522.4 
COP ConocoPhillips
+1.4%
+$4,077.54 
XLF Financial Select Sector SPDR Fund
+1.37%
+$3,579.12 
ABBV AbbVie Inc.
+1.32%
+$3,173.12 
EVRG Evergy Inc.
+1.26%
+$2,637.44 
CFFN Capitol Federal Financial, Inc.
+1.23%
+$1,442.7 
LRCX Lam Research Corporation
+1.18%
+$11,909.07 
LSCC Lattice Semiconductor Corporation
+1.17%
+$12,900.75 
AFL Aflac Inc.
+1.16%
+$2,944.35 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$62,311.23 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$30,623.58 
JNJ Johnson & Johnson
+1.07%
+$4,973.32 
PVAL Putnam Focused Large Cap Value ETF
+1.06%
+$83,499.66 
V Visa Inc. Class A
+1.05%
+$9,295.28 
VO Vanguard Mid-Cap ETF
+0.97%
+$3,113.87 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$41,658.36 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$138,658.26 
VTV Vanguard Value ETF
+0.94%
+$13,698.11 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$8,765 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$3,503.58 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$110,481.3 
PRF Invesco FTSE RAFI US 1000 ETF
+0.88%
+$2,470.31 
IWM iShares Russell 2000 ETF
+0.87%
+$4,053.86 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$23,105.06 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$3,388.27 
CP Canadian Pacific Kansas City Limited
+0.86%
+$4,831.76 
PG Procter & Gamble Co
+0.86%
+$4,834.89 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$11,579.4 
SDY SPDR S&P Dividend ETF
+0.83%
+$3,850 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.82%
+$46,883.2 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$2,657.27 
QGRO American Century U.S. Quality Growth ETF
+0.8%
+$4,031.44 
CVX Chevron Corporation
+0.75%
+$4,673.17 
XLE Energy Select Sector SPDR Fund
+0.75%
+$17,324.27 
UNH UnitedHealth Group Incorporated
+0.73%
+$2,913.57 
AVLV Avantis U.S. Large Cap Value ETF
+0.71%
+$45,346.6 
MA Mastercard Incorporated
+0.71%
+$4,660.21 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$24,379.16 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$35,579.71 
QQQI Neos NASDAQ-100 High Income ETF
+0.7%
+$1,794 
COST Costco Wholesale Corporation
+0.68%
+$13,346.6 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$1,856.13 
CGDV Capital Group Dividend Value ETF
+0.66%
+$6,112.64 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$8,013.5 
CEF Sprott Physical Gold and Silver Trust
+0.62%
+$4,524.66 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$80,999.26 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$3,062.19 
VGT Vanguard Information Technology ETF
+0.58%
+$1,683.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$6,884.52 
IVV iShares Core S&P 500 ETF
+0.55%
+$1,648.28 
VOO Vanguard S&P 500 ETF
+0.55%
+$4,906.72 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$15,908.09 
GOOGL Alphabet Inc
+0.53%
+$6,824.43 
FEGE First Eagle Global Equity ETF
+0.49%
+$6,313.16 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$6,580.56 
GOOG Alphabet Inc
+0.45%
+$1,411.2 
WMT Walmart Inc.
+0.45%
+$1,947.24 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$1,398.73 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$3,568.26 
CSX CSX Corporation
+0.42%
+$3,740 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$24,228.12 
DG Dollar General Corporation
+0.4%
+$1,717.64 
PEP PepsiCo, Inc.
+0.38%
+$1,522.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$58,797.5 
NUW Nuveen AMT-Free Municipal Value Fund
+0.35%
+$2,109.95 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+0.34%
+$7,366.77 
SCHF Schwab International Equity ETF
+0.29%
+$1,928.88 
XOM Exxon Mobil Corporation
+0.28%
+$5,823.01 
EFA iShares MSCI EAFE ETF
+0.28%
+$757.76 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$6,473.76 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$763.2 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.18%
+$1,619.24 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$373.25 
NVDA NVIDIA Corporation
+0.16%
+$2,988.48 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$5,484.92 
MSFT Microsoft Corp.
+0.1%
+$4,009.1 
BUFQ FT Nasdaq Buffer ETF July.
+0.08%
+$2,187.96 
IAU iShares Gold Trust
+0.08%
+$419.82 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$369.44 
ORCL Oracle Corporation
+0.02%
+$87.06 
MCD McDonald's Corporation
+0.01%
+$51.65 
FLQH Franklin International Core Dividend Tilt Index ETF
0%
$0 
RXRX Recursion Pharmaceuticals, Inc.
0%
$0 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
0%
$0 
DKNG DraftKings Inc.
-3.4%
-$10,506 
NKE Nike, Inc. - Class B
-2.24%
-$4,282.74 
AAPL Apple Inc.
-1.52%
-$139,837.5 
MU Micron Technology, Inc.
-1.43%
-$296,351.53 
AMZN Amazon.com Inc
-1.23%
-$33,350.21 
PRPL Purple Innovation Inc.
-1.18%
-$575 
BA Boeing Company
-1.16%
-$22,657.53 
AVGO Broadcom Inc.
-0.91%
-$10,577.01 
LGOV First Trust Long Duration Opportunities ETF
-0.42%
-$11,329.02 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$1,480.97 
RTX RTX Corporation
-0.37%
-$4,675.07 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$6,945.33 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$2,217.42 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$2,619.64 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$2,785.16 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$9,337.26 
BUG Global X Cybersecurity ETF
-0.12%
-$515.2 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$3,366.58 
FICS FT International Developed Capital Strength Fund
-0.06%
-$1,610.28 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$359.86 
IBIT iShares Bitcoin Trust
-0.03%
-$87.19 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$93.66 
MUB iShares National Muni Bond ETF
-0.01%
-$181.88 Events
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Dividends
Dividend Analysis
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| Trades 1271 | Longs Won 979/1271 77% | Profit Factor 35.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $611,423.64 |
| Average Win $111,676.38 | Best Trade (Jun 14) $15.61M | Sharpe Ratio -19.02 |
| Average Loss -$10,632.1 | Worst Trade (Jun 14) -$174,326.33 | Z-Score 30.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 3d | Expectancy $84,225.02 |
| 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 | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
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Returns
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