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:
95.4%
Gain +2.19%
Monthly
1.86%
Yearly
24.78%
Drawdown
22.1%
$277.17M
Equity
Holdings
$277.17M
Investment
$203.28M
$107.51M
Profit +$3.85M
Realized
$33.62M
Unrealized
$73.89M
Dividends
$13.15M
Goals
Avg. 43.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.19%
Profit
$3.85M
Win %
78%
This Week
Compared To Last Week
Gain
-1.08%
Profit
-$3.01M
Win %
78%
This Month
Compared to last month
Gain
-2.67%
Profit
-$7.59M
Win %
78%
This Year
Compared to last year
Gain
-2.62%
Profit
-$7.46M
Win %
78%
PRPL Purple Innovation Inc.
+2,010.35%
+$26,818 
MU Micron Technology, Inc.
+12.17%
+$996,705.41 
DRAM Roundhill Memory ETF
+10.91%
+$59,492.24 
INTC Intel Corporation
+8.64%
+$12,165.5 
AMD Advanced Micro Devices, Inc.
+8.11%
+$869,051.13 
ARM Arm Holdings plc American Depositary Receipt
+7.46%
+$17,363.57 
AMAT Applied Materials, Inc.
+7.39%
+$88,616.83 
LRCX Lam Research Corporation
+4.97%
+$9,677.39 
ORCL Oracle Corporation
+4.74%
+$18,141.25 
SMH VanEck Semiconductor ETF
+4.52%
+$50,247.46 
CEF Sprott Physical Gold and Silver Trust
+2.81%
+$19,378.38 
VGT Vanguard Information Technology ETF
+2.46%
+$11,420.24 
XOM Exxon Mobil Corporation
+2.26%
+$44,176.45 
AVGO Broadcom Inc.
+2.21%
+$26,254.32 
NVDA NVIDIA Corporation
+1.97%
+$46,620.26 
COP ConocoPhillips
+1.57%
+$4,580.94 
BAC Bank of America Corporation
+1.32%
+$4,808.8 
IJR iShares Core S&P Small-Cap ETF
+1.01%
+$44,952.29 
XLE Energy Select Sector SPDR Fund
+0.97%
+$20,325.2 
SCHB Schwab U.S. Broad Market ETF
+0.91%
+$12,287.08 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$26,505.46 
PVAL Putnam Focused Large Cap Value ETF
+0.83%
+$71,211.44 
VOO Vanguard S&P 500 ETF
+0.83%
+$9,916.28 
VTV Vanguard Value ETF
+0.77%
+$11,583.6 
AAPL Apple Inc.
+0.35%
+$35,124.45 
XLI Industrial Select Sector SPDR Fund
+0.3%
+$1,612.44 
USMV iShares MSCI USA Min Vol Factor ETF
+0.05%
+$430.9 
BRK-B Berkshire Hathaway Inc.
+0.04%
+$1,326.24 
LALT First Trust Multi-Strategy Alternative ETF
+0.02%
+$519.82 
ABBV AbbVie Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AMPG Amplitech Group Inc.
0%
$0 
AVLV Avantis U.S. Large Cap Value ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AXP American Express Company
0%
$0 
BUFQ FT Nasdaq Buffer ETF July.
0%
$0 
BUG Global X Cybersecurity ETF
0%
$0 
CFFN Capitol Federal Financial, Inc.
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
CP Canadian Pacific Kansas City Limited
0%
$0 
CSX CSX Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
DE Deere & Company
0%
$0 
DG Dollar General Corporation
0%
$0 
DIVI Franklin International Core Dividend Tilt Index ETF
0%
$0 
DKNG DraftKings Inc.
0%
$0 
DVN Devon Energy Corporation
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EVRG Evergy Inc.
0%
$0 
FEGE First Eagle Global Equity ETF
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
HOOD Robinhood Markets, Inc.
0%
$0 
HRI Herc Holdings Inc.
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IGV iShares Expanded Tech-Software Sector ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
LGOV First Trust Long Duration Opportunities ETF
0%
$0 
LMBS First Trust Low Duration Opportunities ETF
0%
$0 
LSCC Lattice Semiconductor Corporation
0%
$0 
LUV Southwest Airlines Co.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MAGS Roundhill Magnificent Seven Fund
0%
$0 
MCD McDonald's Corporation
0%
-$0.01 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
MOAT VanEck Morningstar Wide Moat Fund
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NUW Nuveen AMT-Free Municipal Value Fund
0%
$0 
OGS One Gas Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
-$0.03 
PG Procter & Gamble Co
0%
$0 
PRF Invesco FTSE RAFI US 1000 ETF
0%
$0 
QCOM QUALCOMM Incorporated
0%
-$0.1 
QGRO American Century U.S. Quality Growth ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
+$0.04 
QQQI Neos NASDAQ-100 High Income ETF
0%
$0 
RCL Royal Caribbean Group
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RTX RTX Corporation
0%
$0 
RXRX Recursion Pharmaceuticals, Inc.
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SHLD Global X Defense Tech ETF
0%
+$0.01 
SLYG SPDR S&P 600 Small Cap Growth ETF
0%
$0 
SOXX iShares Semiconductor ETF
0%
-$0.12 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
0%
$0 
TCAF T. Rowe Price Capital Appreciation Equity ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UCON First Trust TCW Unconstrained Plus Bond ETF
0%
$0 
UNH UnitedHealth Group Incorporated
0%
+$0.01 
UNP Union Pacific Corporation
0%
$0 
URA Global X Uranium ETF
0%
$0 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
WCMI First Trust WCM International Equity ETF
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
-$0.01 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.02 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
ZM Zoom Video Communications, Inc.
0%
$0 
SCHW Charles Schwab Corporation
-2.52%
-$5,846.28 
BA Boeing Company
-2.23%
-$40,655.16 
OKE ONEOK, Inc.
-1.85%
-$60,024.08 
WMT Walmart Inc.
-1.61%
-$6,649.94 
GOOG Alphabet Inc
-1.47%
-$4,361.56 
GOOGL Alphabet Inc
-1.37%
-$18,503.28 
AMZN Amazon.com Inc
-0.98%
-$26,896.23 
COST Costco Wholesale Corporation
-0.7%
-$12,633.58 
XLC Communication Services Select Sector SPDR Fund
-0.69%
-$2,482.48 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.28%
-$4,014 
SDY SPDR S&P Dividend ETF
-0.23%
-$1,116 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$238.9 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-0.01%
-$167.77 
FMB First Trust Managed Municipal Fund
0%
-$21.15 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1395 | Longs Won 1028/1395 73% | Profit Factor 28.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $523,894.28 |
| Average Win $108,356.29 | Best Trade (Jun 30) $12.39M | Sharpe Ratio -12.92 |
| Average Loss -$10,572.75 | Worst Trade (Jul 30) -$297,975.25 | Z-Score 20.91 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 1d | Expectancy $77,068.15 |
| 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 | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
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 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, Cracker Barrel Old Country Store, Inc - $48,915, and Tesla, Inc - $47,121.54. 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 $13.15M 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 - $962,826.33, iShares iBoxx $ Investment Grade Corporate Bond ETF - $826,813.15, and ONEOK, Inc - $466,714.69. 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.
