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:
108.86%
Gain -0.89%
Monthly
1.88%
Yearly
25%
Drawdown
22.08%
$283.46M
Equity
Holdings
$283.46M
Investment
$203.28M
$113.97M
Profit -$1.48M
Realized
$33.79M
Unrealized
$80.18M
Dividends
$13.49M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.89%
Profit
-$1.48M
Win %
81%
This Week
Compared To Last Week
Gain
-0.52%
Profit
-$1.48M
Win %
81%
This Month
Compared to last month
Gain
-0.74%
Profit
-$2.12M
Win %
81%
This Year
Compared to last year
Gain
-0.41%
Profit
-$1.17M
Win %
81%
BUG Global X Cybersecurity ETF
+11.11%
+$100,505.51 
NOW ServiceNow, Inc.
+7.69%
+$23,335.1 
RXRX Recursion Pharmaceuticals, Inc.
+6.72%
+$3,894.72 
CIBR First Trust NASDAQ Cybersecurity ETF
+6.31%
+$123,413.72 
IGV iShares Expanded Tech-Software Sector ETF
+5.18%
+$105,678.05 
DG Dollar General Corporation
+3.88%
+$17,951.56 
GOOGL Alphabet Inc
+3.08%
+$39,912.12 
GOOG Alphabet Inc
+2.97%
+$8,377.89 
IBIT iShares Bitcoin Trust
+2.4%
+$6,773.55 
MSFT Microsoft Corp.
+2.27%
+$120,225.32 
WMT Walmart Inc.
+2.27%
+$8,927.82 
XLC Communication Services Select Sector SPDR Fund
+2.23%
+$8,092.24 
HOOD Robinhood Markets, Inc.
+2.16%
+$9,292.32 
MCD McDonald's Corporation
+1.96%
+$6,403.36 
ABBV AbbVie Inc.
+1.73%
+$4,768.56 
COST Costco Wholesale Corporation
+1.58%
+$27,532.8 
AFL Aflac Inc.
+1.5%
+$3,778.32 
XLV Health Care Select Sector SPDR Fund
+1.45%
+$27,760.8 
MOAT VanEck Morningstar Wide Moat Fund
+1.34%
+$90,514.16 
UNH UnitedHealth Group Incorporated
+1.32%
+$4,939.78 
XLP Consumer Staples Select Sector SPDR Fund
+1.32%
+$16,329.5 
LUV Southwest Airlines Co.
+1.14%
+$2,423.16 
V Visa Inc. Class A
+1.05%
+$15,876.92 
SHLD Global X Defense Tech ETF
+1.03%
+$5,060.95 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$37,208.4 
CFFN Capitol Federal Financial, Inc.
+0.92%
+$1,069.1 
AXP American Express Company
+0.89%
+$7,871.04 
CP Canadian Pacific Kansas City Limited
+0.81%
+$4,518 
DE Deere & Company
+0.69%
+$1,498.72 
USMV iShares MSCI USA Min Vol Factor ETF
+0.63%
+$5,386.25 
SDY SPDR S&P Dividend ETF
+0.62%
+$2,929.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$81,114.18 
MA Mastercard Incorporated
+0.61%
+$4,608.72 
JNJ Johnson & Johnson
+0.58%
+$2,997.29 
AAPL Apple Inc.
+0.54%
+$54,672.28 
MAGS Roundhill Magnificent Seven Fund
+0.52%
+$1,476.42 
PG Procter & Gamble Co
+0.52%
+$2,859.18 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.38%
+$19,242.49 
FEGE First Eagle Global Equity ETF
+0.35%
+$6,558.66 
TLT iShares 20+ Year Treasury Bond ETF
+0.2%
+$5,151.8 
UNP Union Pacific Corporation
+0.18%
+$926.02 
QGRO American Century U.S. Quality Growth ETF
+0.16%
+$855.44 
OGS One Gas Inc.
+0.15%
+$714.5 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$449 
PEP PepsiCo, Inc.
+0.04%
+$179.25 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
+0.04%
+$379.14 
PVAL Putnam Focused Large Cap Value ETF
+0.04%
+$3,312.16 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.03%
+$468.3 
SCHW Charles Schwab Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LGOV First Trust Long Duration Opportunities ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
LSCC Lattice Semiconductor Corporation
-11.11%
-$79,860 
ARM Arm Holdings plc American Depositary Receipt
-9.01%
-$20,591.19 
LRCX Lam Research Corporation
-7.91%
-$14,986 
AMAT Applied Materials, Inc.
-6.73%
-$70,095.11 
DRAM Roundhill Memory ETF
-6.56%
-$39,815.62 
SOXX iShares Semiconductor ETF
-5.37%
-$347,390.46 
BAC Bank of America Corporation
-5.3%
-$19,986.58 
INTC Intel Corporation
-5.3%
-$7,909.75 
AVGO Broadcom Inc.
-4.79%
-$54,523.33 
MU Micron Technology, Inc.
-4.76%
-$439,653.59 
SMH VanEck Semiconductor ETF
-4.52%
-$51,162.94 
ORCL Oracle Corporation
-4.42%
-$20,933.42 
AMD Advanced Micro Devices, Inc.
-3.9%
-$428,251.32 
URA Global X Uranium ETF
-3.08%
-$18,169.06 
PRPL Purple Innovation Inc.
-3.04%
-$456.78 
NVDA NVIDIA Corporation
-2.85%
-$72,197.34 
AMPG Amplitech Group Inc.
-2.17%
-$2,171.25 
JPM JPMorgan Chase & Co.
-1.72%
-$6,225.97 
RCL Royal Caribbean Group
-1.63%
-$7,517.12 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-1.61%
-$36,237.78 
CEF Sprott Physical Gold and Silver Trust
-1.53%
-$11,784.15 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$5,803.56 
XLI Industrial Select Sector SPDR Fund
-1.42%
-$7,285.84 
XLU Utilities Select Sector SPDR Fund
-1.34%
-$40,268.79 
RTX RTX Corporation
-1.32%
-$18,093.65 
IAU iShares Gold Trust
-1.29%
-$7,410.32 
VGT Vanguard Information Technology ETF
-1.24%
-$6,141.46 
AMZN Amazon.com Inc
-1.22%
-$34,612.22 
XLE Energy Select Sector SPDR Fund
-1.13%
-$26,676.83 
SCHF Schwab International Equity ETF
-1.1%
-$7,708.15 
WCMI First Trust WCM International Equity ETF
-1.02%
-$27,944.52 
QCOM QUALCOMM Incorporated
-0.99%
-$18,697.3 
CVX Chevron Corporation
-0.94%
-$6,735.5 
NUW Nuveen AMT-Free Municipal Value Fund
-0.93%
-$5,274.87 
XOM Exxon Mobil Corporation
-0.85%
-$18,725.67 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.83%
-$49,041.52 
DVN Devon Energy Corporation
-0.83%
-$2,948.99 
MDY SPDR S&P MidCap 400 ETF Trust
-0.82%
-$41,695.81 
EVRG Evergy Inc.
-0.74%
-$1,533.21 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$2,478.77 
COP ConocoPhillips
-0.66%
-$2,290.5 
EFA iShares MSCI EAFE ETF
-0.65%
-$1,932.1 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.65%
-$31,328.34 
FITB Fifth Third Bancorp
-0.63%
-$6,399.75 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$81,075.36 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$95,745.65 
CGDV Capital Group Dividend Value ETF
-0.55%
-$16,583.67 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$23,393.7 
VBK Vanguard Small-Cap Growth ETF
-0.47%
-$1,038.35 
HRI Herc Holdings Inc.
-0.46%
-$1,602.25 
VTV Vanguard Value ETF
-0.46%
-$7,101.85 
QQQI Neos NASDAQ-100 High Income ETF
-0.46%
-$3,375 
XLF Financial Select Sector SPDR Fund
-0.45%
-$1,310.44 
VO Vanguard Mid-Cap ETF
-0.43%
-$1,868.65 
VOE Vanguard Mid-Cap Value ETF
-0.39%
-$23,787.39 
DKNG DraftKings Inc.
-0.38%
-$797.52 
CSX CSX Corporation
-0.38%
-$3,311.5 
USB U.S. Bancorp
-0.37%
-$7,786.49 
ZM Zoom Video Communications, Inc.
-0.34%
-$857.34 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$4,730.53 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$11,047.47 
VOO Vanguard S&P 500 ETF
-0.34%
-$4,134.72 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$4,089.62 
IVV iShares Core S&P 500 ETF
-0.32%
-$999.43 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$42,794.5 
BA Boeing Company
-0.23%
-$4,256.63 
IWR iShares Russell Mid-Cap ETF
-0.23%
-$2,795.5 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.22%
-$2,419.08 
BUFQ FT Nasdaq Buffer ETF July.
-0.2%
-$5,927.28 
IWM iShares Russell 2000 ETF
-0.19%
-$992.46 
PRF Invesco FTSE RAFI US 1000 ETF
-0.19%
-$553.66 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$847.3 
AVLV Avantis U.S. Large Cap Value ETF
-0.17%
-$12,784.48 
LALT First Trust Multi-Strategy Alternative ETF
-0.16%
-$4,158.52 
FMB First Trust Managed Municipal Fund
-0.14%
-$2,961.42 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$3,775.7 
OKE ONEOK, Inc.
-0.12%
-$4,163.52 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$1,140.66 
LMBS First Trust Low Duration Opportunities ETF
-0.06%
-$1,149.39 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.06%
-$679.75 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.04%
-$1,498.86 
SPLV Invesco S&P 500 Low Volatility ETF
-0.02%
-$285.69 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.02%
-$53.2 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$47.78 Events
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Dividends
Dividend Analysis
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| Trades 1395 | Longs Won 1057/1395 75% | Profit Factor 27.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $533,124.84 |
| Average Win $111,900.57 | Best Trade (Jun 30) $12.39M | Sharpe Ratio -12.47 |
| Average Loss -$12,743.65 | Worst Trade (Aug 03) -$243,928.75 | Z-Score 26.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 5d | Expectancy $81,700.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 30,543 | $5.08M | $10.2M | - | $5.12M | 100.7% | +0.539% |
| ABBV AbbVie Inc. | 1,074 | $248,607.5 | $280,915.44 | - | $32,307.94 | 13% | +1.727% |
| AFL Aflac Inc. | 2,184 | $243,768.39 | $255,549.84 | - | $11,781.45 | 4.83% | +1.501% |
| AMAT Applied Materials, Inc. | 2,281 | $283,517.02 | $971,158.56 | - | $687,641.54 | 242.54% | -6.732% |
| AMD Advanced Micro Devices, Inc. | 21,269 | $2.25M | $10.55M | - | $8.3M | 368.16% | -3.901% |
| AMPG Amplitech Group Inc. | 28,950 | $217,125 | $97,995.75 | - | -$119,129.25 | -54.87% | -2.168% |
| AMZN Amazon.com Inc | 11,023 | $1.89M | $2.8M | - | $906,535.77 | 47.98% | -1.223% |
| ARM Arm Holdings plc American Depositary Receipt | 863 | $305,994 | $207,922.59 | - | -$98,071.41 | -32.05% | -9.011% |
| AVGO Broadcom Inc. | 3,148 | $607,263.39 | $1.09M | - | $477,757.77 | 78.67% | -4.785% |
| AVLV Avantis U.S. Large Cap Value ETF | 79,903 | $5.45M | $7.46M | - | $2.01M | 36.97% | -0.171% |
| AVUV Avantis U.S. Small Cap Value ETF | 122,270 | $11.33M | $15.18M | - | $3.85M | 34.01% | -0.281% |
| AXP American Express Company | 2,733 | $452,183.16 | $895,248.81 | - | $443,065.65 | 97.98% | +0.887% |
| BA Boeing Company | 8,687 | $1.82M | $1.82M | - | $3,567.61 | 0.2% | -0.233% |
| BAC Bank of America Corporation | 6,011 | $244,539.25 | $356,843.01 | - | $112,303.76 | 45.92% | -5.304% |
| BRK-B Berkshire Hathaway Inc. | 7,368 | $3M | $3.8M | - | $799,181.37 | 26.65% | +0.989% |
| BUFQ FT Nasdaq Buffer ETF July. | 74,091 | $2.15M | $2.94M | - | $793,040.82 | 36.89% | -0.201% |
| BUG Global X Cybersecurity ETF | 22,585 | $779,950.79 | $1M | - | $224,858.12 | 28.83% | +11.114% |
| CEF Sprott Physical Gold and Silver Trust | 17,458 | $430,068.39 | $758,986.55 | - | $328,918.16 | 76.48% | -1.529% |
| CFFN Capitol Federal Financial, Inc. | 13,150 | $87,044.56 | $117,052.09 | - | $30,007.53 | 34.47% | +0.922% |
| CGDV Capital Group Dividend Value ETF | 61,421 | $2.9M | $3.02M | - | $118,311.62 | 4.08% | -0.547% |
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FAQ
Which stocks have generated the highest profits for Leigha Shepard?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $13.11M, Advanced Micro Devices, Inc - $10.2M, FT Vest Rising Dividend Achievers Fund - $2.1M, First Trust Equity Market Neutral ETF - $1.81M, and Schwab U.S. Dividend Equity ETF - $1.54M. 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: Dollar General Corporation - $231,943.93, Pfizer Inc - $178,841.36, Fastly, Inc - $153,022.06, Southwest Airlines Co - $53,150.78, and Cracker Barrel Old Country Store, Inc - $48,915. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Leigha Shepard's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.49M earned over time. The largest contributors to dividend income include First Trust Equity Market Neutral ETF - $1.82M, FT Vest Rising Dividend Achievers Fund - $1.18M, Schwab U.S. Dividend Equity ETF - $961,984.65, iShares iBoxx $ Investment Grade Corporate Bond ETF - $838,881.91, and ONEOK, Inc - $503,839.41. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Leigha Shepard's monthly returns?
Leigha Shepard'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 Leigha Shepard's strategy be considered aggressive or moderate?
Leigha Shepard'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 Leigha Shepard's strategy?
Leigha Shepard'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.
