BL
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:
23.87%
Gain 0%
Monthly
0.62%
Yearly
7.72%
Drawdown
12.06%
$192.21M
Equity
Holdings
$192.21M
Investment
$150.71M
$45.8M
Profit -$7,199.03
Realized
$4.21M
Unrealized
$41.59M
Dividends
$10.59M
Goals
Avg. 99% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.001%
Profit
-$7,199.03
Win %
80%
This Week
Compared To Last Week
Gain
-0.004%
Profit
-$7,199.03
Win %
80%
This Month
Compared to last month
Gain
-0.3%
Profit
-$582,809.39
Win %
80%
This Year
Compared to last year
Gain
4.92%
Profit
$9.15M
Win %
80%
RIVN Rivian Automotive, Inc.
+7.85%
+$4,445.68 
INTC Intel Corporation
+6.51%
+$9,132 
DXC Dxc Technology Co.
+3.97%
+$5.95 
GEV GE Vernova Inc.
+3.73%
+$3,149.91 
CE Celanese Corporation
+3.5%
+$27.15 
DD DuPont de Nemours Inc.
+3.03%
+$606.34 
HPE Hewlett Packard Enterprise Company
+2.93%
+$1,067.23 
CEG Constellation Energy Corporation
+2.86%
+$324.3 
T AT&T Inc.
+2.52%
+$1,160 
VZ Verizon Communications Inc.
+2.49%
+$585 
SOLS Sollensys Corp.
+2.33%
+$378 
JPM JPMorgan Chase & Co.
+2.31%
+$12,363.32 
HPQ HP Inc.
+2.27%
+$366.24 
CMCSA Comcast Corp
+2.21%
+$117.66 
AXP American Express Company
+2.18%
+$1,390 
CAG Conagra Brands Inc.
+2.16%
+$145 
WY Weyerhaeuser Company
+2.14%
+$1,891.76 
NUE Nucor Corporation
+2.09%
+$550.45 
MLM Martin Marietta Materials, Inc.
+2.08%
+$2,216.53 
ALLY Ally Financial Inc.
+2.02%
+$1,760 
PM Philip Morris International Inc.
+1.95%
+$353 
JETS U.S. Global Jets ETF
+1.93%
+$61.6 
TSLA Tesla, Inc.
+1.82%
+$4,732 
STT State Street Corp
+1.69%
+$1,112 
ET Energy Transfer L.P.
+1.65%
+$310 
UNP Union Pacific Corporation
+1.65%
+$88.4 
WFC Wells Fargo & Company
+1.61%
+$39.9 
COLB Columbia Banking System, Inc.
+1.59%
+$583.59 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$3,720 
EXC Exelon Corporation
+1.54%
+$77.7 
CVS CVS Health Corporation
+1.47%
+$494.32 
CAT Caterpillar Inc.
+1.44%
+$5,176 
MET MetLife Inc.
+1.44%
+$12.6 
XLF Financial Select Sector SPDR Fund
+1.37%
+$272.88 
NEE NextEra Energy, Inc.
+1.35%
+$197.8 
M Macy's Inc.
+1.32%
+$330 
ABBV AbbVie Inc.
+1.32%
+$731.12 
TROW T. Rowe Price Group, Inc.
+1.26%
+$219.2 
XEL Xcel Energy Inc.
+1.21%
+$1,288.2 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$0.4 
VSNT Versant Media Group, Inc.
+1.1%
+$2.64 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$555.12 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+1.1%
+$449.82 
JNJ Johnson & Johnson
+1.07%
+$622.3 
DELL Dell Technologies Inc.
+1.05%
+$201.88 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$42.21 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$1,367.28 
PNW Pinnacle West Capital Corporation
+1.02%
+$1,279.2 
AVA Avista Corp.
+1%
+$336 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$152.9 
VO Vanguard Mid-Cap ETF
+0.97%
+$2,775.07 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$966.01 
XYL Xylem Inc.
+0.94%
+$10.3 
VTV Vanguard Value ETF
+0.94%
+$19,965.27 
VNQ Vanguard Real Estate ETF
+0.92%
+$5,738.4 
OTIS Otis Worldwide Corporation
+0.88%
+$3.1 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$560.12 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$3.15 
VLTO Veralto Corporation
+0.87%
+$12.24 
PG Procter & Gamble Co
+0.86%
+$12.7 
ED Consolidated Edison, Inc.
+0.84%
+$450 
DFGR Dimensional Global Real Estate ETF
+0.79%
+$72,351.1 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.78%
+$301 
VDE Vanguard Energy ETF
+0.77%
+$63.24 
GE General Electric Company
+0.76%
+$952.49 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$357.3 
REET iShares Global REIT ETF
+0.76%
+$9,012.15 
SBUX Starbucks Corporation
+0.74%
+$1,634 
MO Altria Group, Inc.
+0.74%
+$53 
KMB Kimberly-Clark Corporation
+0.74%
+$63 
UNH UnitedHealth Group Incorporated
+0.73%
+$4,523.31 
HD The Home Depot, Inc.
+0.73%
+$35.7 
AVNM Avantis All International Markets Equity ETF
+0.73%
+$5,777.4 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$532.8 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$108.48 
MA Mastercard Incorporated
+0.71%
+$2,776 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$5,093.12 
KHC The Kraft Heinz Company
+0.7%
+$3.91 
VB Vanguard Small-Cap ETF
+0.7%
+$1,884.89 
COST Costco Wholesale Corporation
+0.68%
+$166.5 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.68%
+$2,194.49 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$317,190.28 
DOW Dow Inc.
+0.65%
+$70.4 
AVUS Avantis U.S. Equity ETF
+0.65%
+$33,582.28 
DUK Duke Energy Corporation
+0.63%
+$65.52 
KIM Kimco Realty Corporation
+0.62%
+$64 
LW Lamb Weston Holdings, Inc.
+0.62%
+$50.12 
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.62%
+$672.95 
TDC Teradata Corporation
+0.61%
+$200 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$134.5 
AVDE Avantis International Equity ETF
+0.59%
+$11,689.15 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$1,067.67 
AVRE Avantis Real Estate ETF
+0.59%
+$28,794.36 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,456.1 
AVSU Avantis Responsible U.S. Equity ETF
+0.57%
+$3,878.92 
DFAW Dimensional World Equity ETF
+0.57%
+$577.16 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$10,258.8 
IVV iShares Core S&P 500 ETF
+0.55%
+$965.25 
VOO Vanguard S&P 500 ETF
+0.55%
+$4,817.44 
HON Honeywell International Inc.
+0.54%
+$952 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$718.2 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$6,271.09 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$71.25 
DFSU Dimensional US Sustainability Core 1 ETF
+0.52%
+$10,149.6 
ESGV Vanguard ESG U.S. Stock ETF
+0.52%
+$218.96 
IWB iShares Russell 1000 ETF
+0.52%
+$312 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.51%
+$3,277.31 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$30.66 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$8 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$225.23 
GOOG Alphabet Inc
+0.45%
+$6.4 
WMT Walmart Inc.
+0.45%
+$46.44 
AVSD Avantis Responsible International Equity ETF
+0.42%
+$1,608.43 
CSX CSX Corporation
+0.42%
+$18 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$42,885.34 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$3,338.4 
BMY Bristol-Myers Squibb Company
+0.4%
+$121.9 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$69,045.75 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$52.7 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$907.5 
ROK Rockwell Automation, Inc.
+0.38%
+$2,376.5 
PEP PepsiCo, Inc.
+0.38%
+$8.1 
LPX Louisiana-Pacific Corporation
+0.37%
+$84 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.37%
+$25,042.95 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$971.76 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$464 
DFSI Dimensional International Sustainability Core 1 ETF
+0.31%
+$2,510.06 
SCHF Schwab International Equity ETF
+0.29%
+$49.28 
XOM Exxon Mobil Corporation
+0.28%
+$184.9 
MMM 3M Company
+0.26%
+$118.08 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$262.24 
ARKK ARK Innovation ETF Fund
+0.25%
+$16.34 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.25%
+$84.5 
CARR Carrier Global Corporation
+0.24%
+$1.7 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$292.86 
VUG Vanguard Growth ETF
+0.18%
+$3,431.7 
BNDX Vanguard Total International Bond ETF
+0.17%
+$12.96 
EWT iShares MSCI Taiwan ETF
+0.17%
+$3.4 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.16%
+$14,342.68 
NVDA NVIDIA Corporation
+0.16%
+$19.52 
PFE Pfizer Inc.
+0.15%
+$124.92 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$26 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.11%
+$15.6 
KO The Coca-Cola Company
+0.11%
+$2.7 
MSFT Microsoft Corp.
+0.1%
+$4,441.89 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$358.83 
CB Chubb Limited
+0.06%
+$1.26 
IAGG iShares International Aggregate Bond Fund
+0.02%
+$0.03 
ORCL Oracle Corporation
+0.02%
+$6.15 
ARKF Ark Fintech Innovation ETF
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
IGOV iShares International Treasury Bond ETF
0%
$0 
JCI
0%
$0 
LUMN Lumen Technologies Inc.
0%
$0 
MT
0%
$0 
Q
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$1,293.48 
ABT Abbott Laboratories
-1.64%
-$735 
NTCT Netscout Systems Inc.
-1.59%
-$2,135.29 
AAPL Apple Inc.
-1.52%
-$5,760 
LMT Lockheed Martin Corporation
-1.52%
-$1,895.44 
BA Boeing Company
-1.16%
-$7,216.25 
SPOT Spotify Technology S.A.
-0.82%
-$64 
DLTR Dollar Tree, Inc.
-0.78%
-$26.7 
MDLZ Mondelez International, Inc.
-0.58%
-$25.53 
SYY Sysco Corporation
-0.56%
-$90 
UPS United Parcel Service, Inc.
-0.51%
-$0.55 
DOV Dover Corporation
-0.5%
-$22 
SOLV Solventum Corporation
-0.44%
-$10.85 
HOG Harley-Davidson Inc.
-0.39%
-$68.9 
EDV Vanguard Extended Duration Treasury ETF
-0.39%
-$42,039.25 
DHR Danaher Corporation
-0.38%
-$35.19 
RTX RTX Corporation
-0.37%
-$6.8 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-0.32%
-$1,102.8 
DIS The Walt Disney Company
-0.3%
-$34.8 
FDN First Trust Dow Jones Internet Index Fund
-0.29%
-$56.94 
VGLT Vanguard Long-Term Treasury Fund
-0.27%
-$0.75 
IONQ IonQ, Inc.
-0.24%
-$14 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$212.5 
SHEL Shell plc
-0.22%
-$560.88 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.13%
-$2.94 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$0.09 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$2,015.07 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$34.32 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$17,264.94 
JCPB JPMorgan Core Plus Bond ETF
-0.09%
-$8.52 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.06%
-$30.4 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$1,235.5 
CAM AB California Intermediate Municipal ETF
-0.04%
-$4.85 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$3,222.08 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$89.96 
MUB iShares National Muni Bond ETF
-0.01%
-$0.3 Events
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Dividends
Dividend Analysis
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| Trades 752 | Longs Won 540/752 71% | Profit Factor 12.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $598,484.41 |
| Average Win $91,943.66 | Best Trade (Jun 14) $14.9M | Sharpe Ratio -23.42 |
| Average Loss -$18,165.09 | Worst Trade (Jun 14) -$2.08M | Z-Score 10.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 4d | Expectancy $60,902.37 |
| 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% | 0.1% |
| Consecutive Losing Trades | 10,526 | 9,474 | 8,421 | 7,368 | 6,316 | 5,263 | 4,211 | 3,158 | 2,105 | 1,053 |
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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