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:
39.1%
Gain -0.15%
Monthly
0.93%
Yearly
11.76%
Drawdown
15.05%
$190.03M
Equity
Holdings
$190.03M
Investment
$150.56M
$43.67M
Profit -$217,225.24
Realized
$4.21M
Unrealized
$39.47M
Dividends
$11.55M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.15%
Profit
-$217,225.24
Win %
75%
This Week
Compared To Last Week
Gain
-0.3%
Profit
-$576,746.9
Win %
75%
This Month
Compared to last month
Gain
-0.86%
Profit
-$1.65M
Win %
75%
This Year
Compared to last year
Gain
6.92%
Profit
$12.29M
Win %
75%
MMM 3M Company
+8.94%
+$4,095.36 
INTC Intel Corporation
+6.65%
+$7,746 
LUMN Lumen Technologies Inc.
+6.35%
+$11.74 
DELL Dell Technologies Inc.
+5.46%
+$1,022.63 
EWT iShares MSCI Taiwan ETF
+4.8%
+$92.2 
HPE Hewlett Packard Enterprise Company
+4.37%
+$1,515.15 
CE Celanese Corporation
+4.24%
+$28.35 
ASML ASML Holding N.V. New York Registry Shares
+3.89%
+$2,434.68 
IONQ IonQ, Inc.
+3.59%
+$123 
SOLS Sollensys Corp
+3.56%
+$402.54 
TSLA Tesla, Inc.
+3.54%
+$8,495.49 
ARKK ARK Innovation ETF Fund
+3.43%
+$221.02 
ORCL Oracle Corporation
+2.96%
+$735.95 
Q Qnity Electronics Inc.
+2.8%
+$799.24 
CEG Constellation Energy Corporation
+2.72%
+$316.94 
DOW Dow Inc.
+2.68%
+$260.8 
CAT Caterpillar Inc.
+2.51%
+$8,666.01 
RIVN Rivian Automotive, Inc.
+2.49%
+$1,566.92 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.49%
+$366.6 
UPS United Parcel Service, Inc.
+2.39%
+$2.7 
IEMG iShares Core MSCI Emerging Markets ETF
+2.37%
+$492.27 
UNH UnitedHealth Group Incorporated
+2.33%
+$14,963.48 
AVEM Avantis Emerging Markets Equity ETF
+2.32%
+$17,276.22 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+2.21%
+$139,405.76 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+2.21%
+$13,194.1 
AVSE Avantis Responsible Emerging Markets Equity ETF
+2.2%
+$2,252.52 
DD DuPont de Nemours, Inc.
+1.92%
+$369.7 
F Ford Motor Company
+1.86%
+$1,105 
XOM Exxon Mobil Corporation
+1.8%
+$1,201.91 
HON Honeywell International Inc.
+1.75%
+$1,580 
SPEM SPDR Portfolio Emerging Markets ETF
+1.7%
+$5.99 
HPQ HP Inc.
+1.65%
+$261.6 
ARKF Ark Fintech Innovation ETF
+1.64%
+$133.65 
QQQ Invesco QQQ Trust, Series 1
+1.58%
+$2,789.86 
NUE Nucor Corporation
+1.52%
+$353.5 
VWO Vanguard FTSE Emerging Markets ETF
+1.48%
+$682.76 
SCHA Schwab U.S. Small-Cap ETF
+1.46%
+$0.49 
NVDA NVIDIA Corporation
+1.4%
+$173.24 
AVNM Avantis All International Markets Equity ETF
+1.39%
+$10,784.48 
VEU Vanguard FTSE All-World ex-US ETF
+1.37%
+$3,052.5 
SCHF Schwab International Equity ETF
+1.36%
+$224.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.36%
+$3,806.46 
JCI Johnson Controls International plc
+1.36%
+$22.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.32%
+$169.72 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.24%
+$204,835.73 
AVSD Avantis Responsible International Equity ETF
+1.22%
+$4,595.52 
AVDE Avantis International Equity ETF
+1.13%
+$22,165.28 
ESGD iShares ESG Aware MSCI EAFE ETF
+1.13%
+$372.12 
IEFA iShares Core MSCI EAFE ETF
+1.11%
+$1,724.62 
CVS CVS Health Corporation
+1.06%
+$380.76 
VBK Vanguard Small-Cap Growth ETF
+1.03%
+$1,418 
JPM JPMorgan Chase & Co.
+1.02%
+$5,925.15 
HOG Harley-Davidson Inc.
+0.94%
+$179.14 
DFIC Dimensional International Core Equity Market ETF
+0.93%
+$92,470.35 
CAG Conagra Brands Inc.
+0.89%
+$65 
DOV Dover Corporation
+0.88%
+$36.8 
ABBV AbbVie Inc.
+0.86%
+$540.93 
ROK Rockwell Automation, Inc.
+0.85%
+$5,323.36 
SHEL Shell plc
+0.83%
+$2,125.44 
TROW T. Rowe Price Group, Inc.
+0.83%
+$155.2 
VUG Vanguard Growth ETF
+0.83%
+$16,241.09 
WFC Wells Fargo & Company
+0.81%
+$21 
NTCT Netscout Systems Inc.
+0.81%
+$1,065.1 
CTVA Corteva Inc.
+0.78%
+$290.36 
AVSU Avantis Responsible U.S. Equity ETF
+0.77%
+$5,232.22 
DFAW Dimensional World Equity ETF
+0.74%
+$749.08 
GEV GE Vernova Inc.
+0.74%
+$738.42 
T AT&T Inc.
+0.73%
+$320 
AVUS Avantis U.S. Equity ETF
+0.72%
+$37,472.91 
ESGV Vanguard ESG U.S. Stock ETF
+0.72%
+$302.68 
DFUS Dimensional U.S. Equity Market ETF
+0.67%
+$7,948.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.66%
+$11,976.9 
IVV iShares Core S&P 500 ETF
+0.65%
+$1,146.95 
RTX RTX Corporation
+0.65%
+$12.66 
SCHB Schwab U.S. Broad Market ETF
+0.65%
+$40.52 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.64%
+$3,783.52 
SPY SPDR S&P 500 ETF Trust
+0.63%
+$842.4 
VDE Vanguard Energy ETF
+0.62%
+$51.51 
VOO Vanguard S&P 500 ETF
+0.62%
+$5,445.45 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.61%
+$637.72 
IWB iShares Russell 1000 ETF
+0.61%
+$370.5 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.61%
+$10.35 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.56%
+$267,972.67 
IJR iShares Core S&P Small-Cap ETF
+0.54%
+$553 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.54%
+$226.69 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.54%
+$84.79 
VB Vanguard Small-Cap ETF
+0.54%
+$1,454.85 
QUAL iShares MSCI USA Quality Factor ETF
+0.52%
+$251.99 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.51%
+$75.71 
DFSI Dimensional International Sustainability Core 1 ETF
+0.5%
+$4,035.82 
VO Vanguard Mid-Cap ETF
+0.49%
+$1,409.52 
DFAS Dimensional U.S. Small Cap ETF
+0.47%
+$641.44 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.47%
+$348.48 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.47%
+$177.59 
VTV Vanguard Value ETF
+0.46%
+$9,933 
STT State Street Corp
+0.43%
+$318 
JNJ Johnson & Johnson
+0.39%
+$237.65 
PFE Pfizer Inc.
+0.32%
+$249.84 
SBUX Starbucks Corporation
+0.3%
+$688 
DFGR Dimensional Global Real Estate ETF
+0.3%
+$28,311.3 
KHC The Kraft Heinz Company
+0.27%
+$1.61 
DFSU Dimensional US Sustainability Core 1 ETF
+0.26%
+$5,074.8 
AVRE Avantis Real Estate ETF
+0.25%
+$12,340.44 
REET iShares Global REIT ETF
+0.23%
+$2,789.47 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.22%
+$707.9 
VIG Vanguard Dividend Appreciation ETF
+0.19%
+$25.65 
M Macy's Inc.
+0.17%
+$40 
DXC Dxc Technology Co.
+0.16%
+$0.26 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.15%
+$99.13 
BA Boeing Company
+0.14%
+$811.13 
AAPL Apple Inc.
+0.14%
+$563.2 
VNQ Vanguard Real Estate ETF
+0.09%
+$573.2 
LW Lamb Weston Holdings, Inc.
+0.09%
+$7.16 
BMY Bristol-Myers Squibb Company
+0.07%
+$21.2 
CMCSA Comcast Corp
+0.02%
+$1.11 
BNDX Vanguard Total International Bond ETF
+0.02%
+$1.28 
CARR Carrier Global Corporation
0%
$0 
DHR Danaher Corporation
-14.08%
-$1,444.32 
ALLY Ally Financial Inc.
-3.45%
-$3,140 
VLTO Veralto Corporation
-2.75%
-$43.52 
XYL Xylem Inc.
-2.02%
-$24.32 
BABA Alibaba Group Holding Limited SP ADR
-1.9%
-$458 
MO Altria Group, Inc.
-1.63%
-$121.5 
WY Weyerhaeuser Company
-1.52%
-$1,327.87 
OTIS Otis Worldwide Corporation
-1.46%
-$5.35 
LPX Louisiana-Pacific Corporation
-1.44%
-$309 
PM Philip Morris International Inc.
-1.31%
-$253 
WMT Walmart Inc.
-1.24%
-$119.54 
LMT Lockheed Martin Corporation
-1.13%
-$1,302.98 
PG Procter & Gamble Co
-1.11%
-$16.6 
PNW Pinnacle West Capital Corporation
-1.11%
-$1,451.4 
ED Consolidated Edison, Inc.
-1.08%
-$597.5 
HD The Home Depot, Inc.
-1.07%
-$53.55 
TDC Teradata Corporation
-1.03%
-$315 
MDLZ Mondelez International, Inc.
-1.02%
-$42.44 
COLB Columbia Banking System, Inc.
-0.96%
-$375.17 
KMB Kimberly-Clark Corporation
-0.93%
-$84.84 
MSFT Microsoft Corp.
-0.85%
-$37,923.57 
SOLV Solventum Corporation
-0.84%
-$20.77 
DUK Duke Energy Corporation
-0.8%
-$84.84 
MA Mastercard Incorporated
-0.78%
-$3,400 
XEL Xcel Energy Inc.
-0.74%
-$793.26 
CSX CSX Corporation
-0.74%
-$33.3 
MET MetLife Inc.
-0.7%
-$6.55 
DLTR Dollar Tree, Inc.
-0.69%
-$26.33 
EXC Exelon Corporation
-0.69%
-$34.97 
SPOT Spotify Technology S.A.
-0.67%
-$52.56 
AXP American Express Company
-0.66%
-$463 
COST Costco Wholesale Corporation
-0.64%
-$149.75 
AVA Avista Corp.
-0.62%
-$208 
GOOG Alphabet Inc
-0.59%
-$8.36 
GEHC GE HealthCare Technologies Inc.
-0.59%
-$23.31 
PNC The PNC Financial Services Group, Inc.
-0.55%
-$1,370 
MLM Martin Marietta Materials, Inc.
-0.54%
-$564 
ABT Abbott Laboratories
-0.52%
-$262.5 
UNP Union Pacific Corporation
-0.5%
-$29.5 
BRK-B Berkshire Hathaway Inc.
-0.43%
-$3,120.64 
KIM Kimco Realty Corporation
-0.36%
-$38 
NEE NextEra Energy, Inc.
-0.33%
-$49.88 
DFNM Dimensional National Municipal Bond ETF
-0.31%
-$9,173.59 
PEP PepsiCo, Inc.
-0.28%
-$5.7 
EDV Vanguard Extended Duration Treasury ETF
-0.28%
-$28,586.69 
VGLT Vanguard Long-Term Treasury Fund
-0.27%
-$0.72 
CB Chubb Limited
-0.26%
-$5.58 
ET Energy Transfer L.P.
-0.23%
-$47.7 
IGOV iShares International Treasury Bond ETF
-0.21%
-$16,233.3 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-0.2%
-$661.68 
VSNT Versant Media Group, Inc.
-0.2%
-$0.42 
BND Vanguard Total Bond Market Index Fund
-0.19%
-$0.14 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$24,664.2 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$47.19 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.17%
-$83.6 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.16%
-$2,686.76 
JCPB JPMorgan Core Plus Bond ETF
-0.15%
-$14.91 
SYY Sysco Corporation
-0.15%
-$24 
VZ Verizon Communications Inc.
-0.13%
-$27.5 
MUB iShares National Muni Bond ETF
-0.12%
-$3.79 
JETS U.S. Global Jets ETF
-0.11%
-$3.85 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.11%
-$2.45 
KO The Coca-Cola Company
-0.1%
-$2.4 
CAM AB California Intermediate Municipal ETF
-0.08%
-$9.7 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.07%
-$5,867.46 
VOE Vanguard Mid-Cap Value ETF
-0.07%
-$34.7 
FDN First Trust Dow Jones Internet Index Fund
-0.05%
-$10.22 
IAGG iShares International Aggregate Bond Fund
-0.05%
-$0.07 
GE General Electric Company
-0.05%
-$60 
DIS The Walt Disney Company
-0.03%
-$3.48 
XLF Financial Select Sector SPDR Fund
-0.03%
-$5.68 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.03%
-$99.67 
MT ArcelorMittal S.A.
-0.02%
-$0.42 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.02%
-$1,611.04 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$44.98 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 752 | Longs Won 522/752 69% | Profit Factor 10.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $597,457.03 |
| Average Win $92,797.65 | Best Trade (Jul 22) $15.31M | Sharpe Ratio -10.36 |
| Average Loss -$20,724.22 | Worst Trade (Jul 24) -$2.36M | Z-Score 8.78 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w | Expectancy $58,076.87 |
| 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% | 0.15% |
| Consecutive Losing Trades | 9,174 | 8,257 | 7,339 | 6,422 | 5,505 | 4,587 | 3,670 | 2,752 | 1,835 | 917 |
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 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 - $1.38M, Vanguard Extended Duration Treasury ETF - $1.37M, and Microsoft Corp - $1.36M. 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 - $80,853.38, Teradata Corporation - $31,073.59, Fidelity Wise Origin Bitcoin Index Fund - $26,774.68, Starbucks Corporation - $23,149.45, and Boeing Company - $2,294.51. 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 $11.55M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Treasury Fund - $1.38M, 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 - $1.14M. 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.
