Brian Lawrence Portfolio
Invests via North Ridge Wealth Advisors Inc. | Managed by Brian Lawrence, Adam Cornwell
Invests via North Ridge Wealth Advisors Inc.
Managed by Brian Lawrence, Adam Cornwell
Automatically Tracked
Brian Lawrence Profile
With a robust background in venture capital and technology, Brian Lawrence has established himself as a significant force in the startup ecosystem. His experience spans multiple successful ventures, focusing on disruptive technologies and market-ready innovations. As an investor-operator, he plays an active role in guiding early-stage companies through pivotal growth phases while also driving strategic partnerships that enhance their market footprint. Lawrence's expertise lies not only in identifying high-potential startups but also in providing actionable insights for navigating complex business challenges within the tech landscape.
With a robust background in venture capital and technology, Brian Lawrence has established himself as a significant force in the startup ecosystem. His experience spans multiple successful ventures, focusing on disruptive technologies and market-ready innovations. As an investor-operator, he plays an active role in guiding early-stage companies through pivotal growth phases while also driving strategic partnerships that enhance their market footprint. Lawrence's expertise lies not only in identifying high-potential startups but also in providing actionable insights for navigating complex business challenges within the tech landscape.
Investment Philosophy & Strategy
In the ever-evolving technology sector, opportunities for transformative innovations are abundant. Brian Lawrence leverages his extensive venture capital expertise to scout and nurture groundbreaking startups poised for significant impact. His proactive approach centers on establishing meaningful collaborations that amplify growth potential while ensuring sound operational strategies are in place. Focused on scalability and market viability, he seeks ventures that challenge conventional paradigms and drive systemic change within their industries. As a hands-on investor-operator, fostering entrepreneurial spirit remains at the core of his engagement with emerging businesses.
In the ever-evolving technology sector, opportunities for transformative innovations are abundant. Brian Lawrence leverages his extensive venture capital expertise to scout and nurture groundbreaking startups poised for significant impact. His proactive approach centers on establishing meaningful collaborations that amplify growth potential while ensuring sound operational strategies are in place. Focused on scalability and market viability, he seeks ventures that challenge conventional paradigms and drive systemic change within their industries. As a hands-on investor-operator, fostering entrepreneurial spirit remains at the core of his engagement with emerging businesses.
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:
44.61%
Gain -0.55%
Monthly
0.94%
Yearly
11.81%
Drawdown
15.05%
$192.37M
Equity
Holdings
$192.37M
Investment
$150.56M
$46.05M
Profit -$724,753.19
Realized
$4.24M
Unrealized
$41.81M
Dividends
$11.86M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.55%
Profit
-$724,753.19
Win %
73%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$724,753.19
Win %
73%
This Month
Compared to last month
Gain
-1.16%
Profit
-$2.26M
Win %
73%
This Year
Compared to last year
Gain
8.24%
Profit
$14.64M
Win %
73%
DXC Dxc Technology Co.
+6.98%
+$13.52 
SPOT Spotify Technology S.A.
+6.67%
+$561.28 
TDC Teradata Corporation
+6.21%
+$1,730 
M Macy's Inc.
+3.46%
+$765 
ARKF Ark Fintech Innovation ETF
+3.14%
+$280.17 
GOOG Alphabet Inc
+2.97%
+$39.8 
SOLV Solventum Corporation
+2.55%
+$69.13 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.39%
+$417.3 
MSFT Microsoft Corp.
+2.27%
+$125,208.87 
WMT Walmart Inc.
+2.27%
+$208.98 
MO Altria Group, Inc.
+2.25%
+$155.5 
DIS The Walt Disney Company
+2.19%
+$270.28 
LUMN Lumen Technologies Inc.
+2.09%
+$4.21 
T AT&T Inc.
+2.07%
+$1,080 
IONQ IonQ, Inc.
+2.04%
+$75 
UPS United Parcel Service, Inc.
+2.01%
+$2.02 
VSNT Versant Media Group, Inc.
+2.01%
+$4.49 
VLTO Veralto Corporation
+1.92%
+$30.77 
OTIS Otis Worldwide Corporation
+1.91%
+$6.6 
ARKK ARK Innovation ETF Fund
+1.74%
+$124.7 
ABBV AbbVie Inc.
+1.73%
+$1,096.68 
PM Philip Morris International Inc.
+1.7%
+$324 
COST Costco Wholesale Corporation
+1.58%
+$358.5 
DLTR Dollar Tree, Inc.
+1.51%
+$53.7 
DHR Danaher Corporation
+1.5%
+$152.75 
KMB Kimberly-Clark Corporation
+1.49%
+$123.06 
CAG Conagra Brands Inc.
+1.47%
+$107.5 
VZ Verizon Communications Inc.
+1.4%
+$355 
FDN First Trust Dow Jones Internet Index Fund
+1.4%
+$294.92 
UNH UnitedHealth Group Incorporated
+1.32%
+$7,637.85 
LMT Lockheed Martin Corporation
+1.14%
+$1,357.46 
CVS CVS Health Corporation
+1.11%
+$350.7 
KO The Coca-Cola Company
+1.1%
+$29.1 
HD The Home Depot, Inc.
+1%
+$46.35 
WY Weyerhaeuser Company
+1%
+$800.36 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$7,433.6 
LW Lamb Weston Holdings, Inc.
+0.91%
+$77.86 
ABT Abbott Laboratories
+0.87%
+$445 
CB Chubb Limited
+0.85%
+$17.34 
AXP American Express Company
+0.84%
+$546 
BMY Bristol-Myers Squibb Company
+0.73%
+$246.45 
MA Mastercard Incorporated
+0.61%
+$2,768 
GEHC GE HealthCare Technologies Inc.
+0.58%
+$23.31 
SYY Sysco Corporation
+0.58%
+$96 
JNJ Johnson & Johnson
+0.58%
+$374.85 
XYL Xylem Inc.
+0.54%
+$5.8 
AAPL Apple Inc.
+0.54%
+$2,291.21 
PG Procter & Gamble Co
+0.52%
+$7.55 
EDV Vanguard Extended Duration Treasury ETF
+0.5%
+$49,606.32 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
+0.41%
+$1,323.36 
JETS U.S. Global Jets ETF
+0.37%
+$11.55 
SBUX Starbucks Corporation
+0.35%
+$741.75 
MET MetLife Inc.
+0.26%
+$2.5 
BABA Alibaba Group Holding Limited SP ADR
+0.21%
+$47 
VGLT Vanguard Long-Term Treasury Fund
+0.2%
+$0.53 
UNP Union Pacific Corporation
+0.1%
+$5.4 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$31.22 
PFE Pfizer Inc.
+0.05%
+$46.84 
KIM Kimco Realty Corporation
+0.02%
+$2 
DOV Dover Corporation
+0.02%
+$0.8 
CAM AB California Intermediate Municipal ETF
+0.02%
+$2.42 
JCPB JPMorgan Core Plus Bond ETF
+0.01%
+$1.06 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$22.49 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
HPE Hewlett Packard Enterprise Company
-10.11%
-$4,892.12 
GEV GE Vernova Inc.
-8.66%
-$7,709.7 
Q Qnity Electronics Inc.
-7.25%
-$1,941.92 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$4,245.84 
CEG Constellation Energy Corporation
-6.79%
-$889.64 
JCI Johnson Controls International plc
-5.83%
-$102.12 
SOLS Sollensys Corp
-5.45%
-$670.08 
INTC Intel Corporation
-5.3%
-$6,546 
DELL Dell Technologies Inc.
-5.04%
-$1,401.89 
ORCL Oracle Corporation
-4.42%
-$1,360.17 
CAT Caterpillar Inc.
-4.15%
-$13,596 
HPQ HP Inc.
-3.31%
-$768.45 
EWT iShares MSCI Taiwan ETF
-3.11%
-$68.9 
NVDA NVIDIA Corporation
-2.85%
-$378.81 
STT State Street Corp
-2.5%
-$1,938 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$532.62 
MT ArcelorMittal S.A.
-2.17%
-$45.36 
ROK Rockwell Automation, Inc.
-2.17%
-$12,629.41 
AVSE Avantis Responsible Emerging Markets Equity ETF
-2.16%
-$2,356.95 
AVEM Avantis Emerging Markets Equity ETF
-2.06%
-$16,399.89 
GE General Electric Company
-1.98%
-$2,407.5 
CE Celanese Corporation
-1.97%
-$13.65 
WFC Wells Fargo & Company
-1.94%
-$52.5 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.94%
-$131,058.1 
NUE Nucor Corporation
-1.93%
-$505 
DD DuPont de Nemours, Inc.
-1.89%
-$341.26 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.87%
-$11,988.94 
MLM Martin Marietta Materials, Inc.
-1.79%
-$1,716.44 
JPM JPMorgan Chase & Co.
-1.72%
-$10,499.42 
MMM 3M Company
-1.71%
-$812.16 
XEL Xcel Energy Inc.
-1.68%
-$1,722.12 
TSLA Tesla, Inc.
-1.4%
-$3,328 
RTX RTX Corporation
-1.32%
-$26.2 
VDE Vanguard Energy ETF
-1.3%
-$122.14 
CTVA Corteva Inc.
-1.27%
-$456.89 
CMCSA Comcast Corp
-1.23%
-$68.82 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$3,421.41 
NTCT Netscout Systems Inc.
-1.16%
-$1,402.28 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$551.83 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$150.35 
VEU Vanguard FTSE All-World ex-US ETF
-1.11%
-$2,598.75 
SCHF Schwab International Equity ETF
-1.1%
-$190.96 
KHC The Kraft Heinz Company
-1.1%
-$6.21 
RIVN Rivian Automotive, Inc.
-1.09%
-$637.7 
AVNM Avantis All International Markets Equity ETF
-1.03%
-$8,425.37 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$174,915.9 
SPEM SPDR Portfolio Emerging Markets ETF
-0.98%
-$3.6 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$0.33 
EXC Exelon Corporation
-0.9%
-$43.29 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.86%
-$325.08 
XOM Exxon Mobil Corporation
-0.85%
-$640.42 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.83%
-$122.04 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$1,890.01 
LPX Louisiana-Pacific Corporation
-0.77%
-$156 
AVDE Avantis International Equity ETF
-0.74%
-$15,217.95 
PNW Pinnacle West Capital Corporation
-0.71%
-$836.4 
NEE NextEra Energy, Inc.
-0.69%
-$98.04 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$1,081.95 
AVRE Avantis Real Estate ETF
-0.64%
-$30,336.92 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.62%
-$214.5 
AVSD Avantis Responsible International Equity ETF
-0.62%
-$2,441.37 
DFAW Dimensional World Equity ETF
-0.61%
-$638.56 
REET iShares Global REIT ETF
-0.61%
-$7,080.98 
TROW T. Rowe Price Group, Inc.
-0.6%
-$102.4 
DFIC Dimensional International Core Equity Market ETF
-0.59%
-$61,646.9 
DOW Dow Inc.
-0.59%
-$54.4 
ED Consolidated Edison, Inc.
-0.58%
-$310 
ET Energy Transfer L.P.
-0.58%
-$125 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$1,017.06 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.54%
-$83.4 
HON Honeywell International Inc.
-0.54%
-$436 
DFGR Dimensional Global Real Estate ETF
-0.53%
-$47,216.96 
VNQ Vanguard Real Estate ETF
-0.53%
-$3,188 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$521.5 
HOG Harley-Davidson Inc.
-0.52%
-$99.91 
AVUS Avantis U.S. Equity ETF
-0.51%
-$27,029.23 
F Ford Motor Company
-0.5%
-$297.5 
ALLY Ally Financial Inc.
-0.5%
-$420 
VBK Vanguard Small-Cap Growth ETF
-0.47%
-$638 
DUK Duke Energy Corporation
-0.47%
-$46.62 
VTV Vanguard Value ETF
-0.46%
-$10,230.99 
XLF Financial Select Sector SPDR Fund
-0.45%
-$96.64 
SHEL Shell plc
-0.44%
-$1,269.36 
AVSU Avantis Responsible U.S. Equity ETF
-0.43%
-$3,025.25 
VO Vanguard Mid-Cap ETF
-0.43%
-$1,261.4 
DFSI Dimensional International Sustainability Core 1 ETF
-0.43%
-$3,585.8 
DFAS Dimensional U.S. Small Cap ETF
-0.4%
-$540.16 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.39%
-$191,409.05 
VOE Vanguard Mid-Cap Value ETF
-0.39%
-$203.03 
DFUS Dimensional U.S. Equity Market ETF
-0.38%
-$4,666.88 
CSX CSX Corporation
-0.38%
-$16.65 
IGOV iShares International Treasury Bond ETF
-0.37%
-$28,647 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$369.52 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$2,091.85 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$6.05 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$46.74 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$21.92 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$464.4 
VOO Vanguard S&P 500 ETF
-0.34%
-$3,056.2 
AVA Avista Corp.
-0.33%
-$96 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$6,068.63 
IVV iShares Core S&P 500 ETF
-0.32%
-$585.28 
IWB iShares Russell 1000 ETF
-0.32%
-$202.5 
VB Vanguard Small-Cap ETF
-0.32%
-$850.96 
CARR Carrier Global Corporation
-0.25%
-$1.45 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.23%
-$96.39 
BA Boeing Company
-0.23%
-$1,370.53 
DFSU Dimensional US Sustainability Core 1 ETF
-0.22%
-$4,440.45 
MDLZ Mondelez International, Inc.
-0.2%
-$8.62 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.2%
-$16,689.66 
VUG Vanguard Growth ETF
-0.16%
-$3,202.85 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.15%
-$116.64 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$91.12 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.11%
-$418.63 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.1%
-$318.56 
BNDX Vanguard Total International Bond ETF
-0.09%
-$6.48 
ESGV Vanguard ESG U.S. Stock ETF
-0.08%
-$35.42 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.08%
-$1.72 
DFNM Dimensional National Municipal Bond ETF
-0.07%
-$2,162.12 
MUB iShares National Muni Bond ETF
-0.05%
-$1.65 
IAGG iShares International Aggregate Bond Fund
-0.05%
-$0.07 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$6,166.05 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$5.72 
COLB Columbia Banking System, Inc.
-0.02%
-$5.96 
PEP PepsiCo, Inc.
-0.01%
-$0.3 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.01%
-$7.6 
BND Vanguard Total Bond Market Index Fund
-0.01%
-$0.01 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.01%
-$805.52 Events
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Dividends
Dividend Analysis
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| Trades 752 | Longs Won 551/752 73% | Profit Factor 9.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $630,639.55 |
| Average Win $93,134.47 | Best Trade (Aug 14) $16.67M | Sharpe Ratio -10.35 |
| Average Loss -$26,198.36 | Worst Trade (Sep 10) -$2.52M | Z-Score 11.74 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 6d | Expectancy $61,238.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.2% |
| Consecutive Losing Trades | 7,353 | 6,618 | 5,882 | 5,147 | 4,412 | 3,676 | 2,941 | 2,206 | 1,471 | 735 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,280 | $269,566.92 | $427,596.8 | - | $158,029.88 | 58.62% | +0.539% |
| ABBV AbbVie Inc. | 247 | $43,892 | $64,605.32 | - | $20,713.32 | 47.19% | +1.727% |
| ABT Abbott Laboratories | 500 | $66,970 | $51,420 | - | -$15,550 | -23.22% | +0.873% |
| AGG iShares Core U.S. Aggregate Bond ETF | 286 | $28,437.72 | $27,444.56 | - | -$993.16 | -3.49% | -0.021% |
| ALLY Ally Financial Inc. | 2,000 | $72,020 | $83,720 | - | $11,700 | 16.25% | -0.499% |
| ARKF Ark Fintech Innovation ETF | 198 | $7,339 | $9,207.99 | - | $1,868.99 | 25.47% | +3.138% |
| ARKK ARK Innovation ETF Fund | 86 | $4,840.01 | $7,312.58 | - | $2,472.57 | 51.09% | +1.735% |
| ASML ASML Holding N.V. New York Registry Shares | 36 | $24,951 | $56,892.96 | - | $31,941.96 | 128.02% | -6.945% |
| AVA Avista Corp. | 800 | $29,304 | $29,336 | - | $32 | 0.11% | -0.326% |
| AVDE Avantis International Equity ETF | 22,055 | $1.38M | $2.03M | - | $653,402.03 | 47.31% | -0.742% |
| AVEM Avantis Emerging Markets Equity ETF | 8,346 | $471,747.38 | $779,391.21 | - | $307,643.83 | 65.21% | -2.061% |
| AVNM Avantis All International Markets Equity ETF | 9,629 | $624,998.21 | $812,543.16 | - | $187,544.95 | 30.01% | -1.026% |
| AVRE Avantis Real Estate ETF | 102,837 | $4.25M | $4.72M | - | $471,188.24 | 11.08% | -0.638% |
| AVSD Avantis Responsible International Equity ETF | 4,787 | $296,321.37 | $388,800.14 | - | $92,478.77 | 31.21% | -0.624% |
| AVSE Avantis Responsible Emerging Markets Equity ETF | 1,365 | $80,036 | $106,906.8 | - | $26,870.8 | 33.57% | -2.157% |
| AVSU Avantis Responsible U.S. Equity ETF | 7,868 | $518,528.86 | $693,800.24 | - | $175,271.38 | 33.8% | -0.434% |
| AVUS Avantis U.S. Equity ETF | 40,954 | $3.27M | $5.28M | - | $2.01M | 61.37% | -0.509% |
| AXP American Express Company | 200 | $59,358 | $65,484 | - | $6,126 | 10.32% | +0.841% |
| BA Boeing Company | 2,797 | $593,536.92 | $587,258.12 | - | -$6,278.8 | -1.06% | -0.233% |
| BABA Alibaba Group Holding Limited SP ADR | 200 | $26,446 | $21,907 | - | -$4,539 | -17.16% | +0.215% |
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FAQ
Which stocks have generated the highest profits for Brian Lawrence?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $2.12M, Dimensional World ex U.S. Core Equity 2 ETF - $1.8M, Vanguard Intermediate-Term Treasury Fund - $1.47M, Vanguard Extended Duration Treasury ETF - $1.37M, and Microsoft Corp - $1.37M. 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: PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund - $97,468.94, Teradata Corporation - $31,073.59, Fidelity Wise Origin Bitcoin Index Fund - $26,774.68, Starbucks Corporation - $21,816.45, and Shell plc - $5,517.34. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian Lawrence's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.86M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Treasury Fund - $1.48M, Vanguard Extended Duration Treasury ETF - $1.37M, Dimensional U.S. Core Equity 2 ETF - $1.28M, Dimensional World ex U.S. Core Equity 2 ETF - $1.25M, and Vanguard Emerging Markets Government Bond Fund - $1.23M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian Lawrence's monthly returns?
Brian Lawrence's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Brian Lawrence's strategy be considered aggressive or moderate?
Brian Lawrence's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Brian Lawrence's strategy?
Brian Lawrence's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
