Brian G. Wade Portfolio
Invests via Ardent Capital Management Inc. | Managed by Christopher Donabedian
Invests via Ardent Capital Management Inc.
Managed by Christopher Donabedian
Automatically Tracked
Brian G. Wade Profile
Brian G. Wade is a distinguished operating executive with extensive experience in corporate leadership and strategic transformation within the technology sector. His career encompasses significant roles at high-growth companies, where he has driven operational excellence and cultivated innovative practices that enhance market competitiveness. Brian has successfully guided organizations through critical growth phases, leveraging his keen understanding of market dynamics to unlock value and optimize performance. Renowned for his ability to bridge technology and business objectives, he has played a pivotal role in reshaping company trajectories while fostering robust teams focused on results.
Brian G. Wade is a distinguished operating executive with extensive experience in corporate leadership and strategic transformation within the technology sector. His career encompasses significant roles at high-growth companies, where he has driven operational excellence and cultivated innovative practices that enhance market competitiveness. Brian has successfully guided organizations through critical growth phases, leveraging his keen understanding of market dynamics to unlock value and optimize performance. Renowned for his ability to bridge technology and business objectives, he has played a pivotal role in reshaping company trajectories while fostering robust teams focused on results.
Investment Philosophy & Strategy
Leveraging a keen understanding of market dynamics, Brian G. Wade consistently identifies transformative opportunities within the technology landscape. His expertise in operational excellence fosters innovative approaches to capital allocation that prioritize scalable growth. With a distinguished background as an operating executive, he champions strategic initiatives aimed at optimizing performance and enhancing competitive positioning. The focus is on reshaping organizations through methodical leadership, nurturing teams committed to achieving ambitious objectives while driving sustained value creation.
Leveraging a keen understanding of market dynamics, Brian G. Wade consistently identifies transformative opportunities within the technology landscape. His expertise in operational excellence fosters innovative approaches to capital allocation that prioritize scalable growth. With a distinguished background as an operating executive, he champions strategic initiatives aimed at optimizing performance and enhancing competitive positioning. The focus is on reshaping organizations through methodical leadership, nurturing teams committed to achieving ambitious objectives while driving sustained value creation.
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:
91.64%
Gain +0.32%
Monthly
1.35%
Yearly
17.4%
Drawdown
16.38%
$247.96M
Equity
Holdings
$247.96M
Investment
$149.16M
$119.28M
Profit +$594,880.56
Realized
$19.06M
Unrealized
$100.21M
Dividends
$8.45M
Goals
Avg. 80% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.32%
Profit
$594,880.56
Win %
88%
This Week
Compared To Last Week
Gain
-1.01%
Profit
-$2.54M
Win %
88%
This Month
Compared to last month
Gain
-0.96%
Profit
-$2.4M
Win %
88%
This Year
Compared to last year
Gain
3.01%
Profit
$7.24M
Win %
80%
ABBV AbbVie Inc.
+3.02%
+$20,379.15 
JNJ Johnson & Johnson
+2.16%
+$806,833.5 
MO Altria Group, Inc.
+1.31%
+$12,519 
COST Costco Wholesale Corporation
+1.26%
+$78,909.67 
ADP Automatic Data Processing Inc.
+1.01%
+$4,330.32 
PM Philip Morris International Inc.
+1%
+$83,727.2 
AMZN Amazon.com Inc
+0.99%
+$23,397.35 
V Visa Inc. Class A
+0.84%
+$2,870.2 
AAPL Apple Inc.
+0.51%
+$91,289.93 
SO The Southern Company
+0.45%
+$1,006.24 
SYK Stryker Corporation
+0.37%
+$36,419.42 
BMY Bristol-Myers Squibb Company
+0.37%
+$3,448.5 
PG Procter & Gamble Co
+0.32%
+$14,012.11 
BRK-B Berkshire Hathaway Inc.
+0.13%
+$101,327.36 
KVUE Kenvue Inc.
+0.06%
+$354.03 
XME SPDR S&P Metals & Mining ETF
-3.3%
-$7,042.75 
ACRE Ares Commercial Real Estate Corporation
-3.07%
-$25,080.24 
SLV iShares Silver Trust
-2.29%
-$12,065 
CEF Sprott Physical Gold and Silver Trust
-1.99%
-$4,921.9 
META Meta Platforms Inc Class A
-1.76%
-$320,541 
IJH iShares Core S&P Mid-Cap ETF
-1.73%
-$8,857.6 
MDY SPDR S&P MidCap 400 ETF Trust
-1.67%
-$8,241.7 
SYBT Stock Yards Bancorp Inc.
-1.57%
-$3,205.29 
GLD SPDR Gold Shares
-1.37%
-$7,349.99 
IAUM iShares Gold Trust Micro
-1.37%
-$16,245 
IJR iShares Core S&P Small-Cap ETF
-1.32%
-$10,107.17 
ARTY iShares Future AI & Tech ETF
-1.23%
-$40,364.17 
VEU Vanguard FTSE All-World ex-US ETF
-1.15%
-$2,736 
NVDA NVIDIA Corporation
-0.93%
-$2,453.01 
VO Vanguard Mid-Cap ETF
-0.93%
-$10,177.4 
JPM JPMorgan Chase & Co.
-0.92%
-$11,823.06 
EMLP First Trust North American Energy Infrastructure Fund
-0.82%
-$1,848 
PLD Prologis Inc.
-0.78%
-$3,989.96 
RSP Invesco S&P 500 Equal Weight ETF
-0.65%
-$9,549.6 
AVGO Broadcom Inc.
-0.58%
-$1,204.5 
IWF iShares Russell 1000 Growth ETF
-0.55%
-$4,288.4 
GOOG Alphabet Inc
-0.43%
-$146,499 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.42%
-$1,168.03 
IWB iShares Russell 1000 ETF
-0.39%
-$9,063.09 
MSFT Microsoft Corp.
-0.31%
-$3,369.19 
IVV iShares Core S&P 500 ETF
-0.3%
-$4,580.78 
SPY SPDR S&P 500 ETF Trust
-0.29%
-$2,630.1 
EVLV Evolv Technologies Holdings, Inc.
-0.21%
-$619.95 
QUAL iShares MSCI USA Quality Factor ETF
-0.2%
-$2,843.3 
VTV Vanguard Value ETF
-0.18%
-$2,324.11 
CSCO Cisco Systems, Inc.
-0.18%
-$696.78 
MCD McDonald's Corporation
-0.03%
-$57.06 Events
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Dividends
Dividend Analysis
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| Trades 406 | Longs Won 278/406 68% | Profit Factor 16.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.84M |
| Average Win $455,963.88 | Best Trade (Oct 07) $30.97M | Sharpe Ratio -14.46 |
| Average Loss -$58,449.73 | Worst Trade (Sep 30) -$513,205.23 | Z-Score 6.13 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w 3d | Expectancy $293,784.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.1% |
| Consecutive Losing Trades | 4,237 | 3,814 | 3,390 | 2,966 | 2,542 | 2,119 | 1,695 | 1,271 | 847 | 424 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 54,178 | $9.75M | $18.17M | - | $8.41M | 86.29% | +0.505% |
| ABBV AbbVie Inc. | 2,530 | $408,873.3 | $695,104.85 | - | $286,231.55 | 70% | +3.02% |
| ACRE Ares Commercial Real Estate Corporation | 218,089 | $981,400.5 | $792,753.51 | - | -$188,646.99 | -19.22% | -3.067% |
| ADP Automatic Data Processing Inc. | 1,631 | $392,385.98 | $432,239.46 | - | $39,853.48 | 10.16% | +1.012% |
| AMZN Amazon.com Inc | 9,248 | $1.14M | $2.39M | - | $1.25M | 109.59% | +0.987% |
| ARTY iShares Future AI & Tech ETF | 40,567 | $1.34M | $3.26M | - | $1.92M | 142.92% | -1.225% |
| AVGO Broadcom Inc. | 550 | $207,762.5 | $205,491 | - | -$2,271.5 | -1.09% | -0.583% |
| BMY Bristol-Myers Squibb Company | 15,675 | $909,777 | $937,521.75 | - | $27,744.75 | 3.05% | +0.369% |
| BRK-B Berkshire Hathaway Inc. | 158,324 | $47.04M | $80.14M | - | $33.11M | 70.38% | +0.127% |
| CEF Sprott Physical Gold and Silver Trust | 5,930 | $217,571.7 | $243,070.7 | - | $25,499 | 11.72% | -1.985% |
| COST Costco Wholesale Corporation | 6,710 | $4.47M | $6.36M | - | $1.89M | 42.15% | +1.257% |
| CSCO Cisco Systems, Inc. | 3,318 | $204,753.78 | $390,628.14 | - | $185,874.36 | 90.78% | -0.178% |
| EMLP First Trust North American Energy Infrastructure Fund | 5,280 | $188,232 | $222,024 | - | $33,792 | 17.95% | -0.825% |
| EVLV Evolv Technologies Holdings, Inc. | 61,995 | $248,088.25 | $289,516.65 | - | $41,428.4 | 16.7% | -0.214% |
| GLD SPDR Gold Shares | 1,400 | $288,022 | $527,828 | - | $239,806 | 83.26% | -1.373% |
| GOOG Alphabet Inc | 97,666 | $13.86M | $33.51M | - | $19.65M | 141.8% | -0.435% |
| IAUM iShares Gold Trust Micro | 28,500 | $525,825 | $1.17M | - | $642,105 | 122.11% | -1.372% |
| IJH iShares Core S&P Mid-Cap ETF | 6,920 | $346,727.05 | $503,222.4 | - | $156,495.35 | 45.14% | -1.73% |
| IJR iShares Core S&P Small-Cap ETF | 5,493 | $518,154.69 | $752,595.93 | - | $234,441.24 | 45.25% | -1.325% |
| IVV iShares Core S&P 500 ETF | 1,966 | $755,356.86 | $1.53M | - | $778,536 | 103.07% | -0.298% |
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FAQ
Which stocks have generated the highest profits for Brian G. Wade?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $10.03M, Alphabet Inc - $4.63M, Apple Inc - $3.94M, Johnson & Johnson - $3.63M, and JPMorgan Chase & Co - $1.83M. 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: Baidu Inc - $768,223.23, Adobe Inc - $688,702.29, The Walt Disney Company - $395,857.71, Crown Crafts Inc - $365,036.8, and Amazon.com Inc - $355,673.12. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian G. Wade's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.45M earned over time. The largest contributors to dividend income include Johnson & Johnson - $3.33M, Philip Morris International Inc - $725,818.44, JPMorgan Chase & Co - $711,778.6, Apple Inc - $555,883.33, and Stryker Corporation - $448,432.13. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian G. Wade's monthly returns?
Brian G. Wade'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 Brian G. Wade's strategy be considered aggressive or moderate?
Brian G. Wade's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Brian G. Wade's strategy?
Brian G. Wade'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.
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