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:
84.15%
Gain +1.52%
Monthly
1.42%
Yearly
18.4%
Drawdown
16.38%
$249.51M
Equity
Holdings
$249.51M
Investment
$147.75M
$120.82M
Profit +$2.39M
Realized
$19.06M
Unrealized
$101.76M
Dividends
$7.97M
Goals
Avg. 86.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.52%
Profit
$2.39M
Win %
91%
This Week
Compared To Last Week
Gain
1.79%
Profit
$4.38M
Win %
91%
This Month
Compared to last month
Gain
1.79%
Profit
$4.38M
Win %
91%
This Year
Compared to last year
Gain
3.65%
Profit
$8.79M
Win %
83%
AMZN Amazon.com Inc
+15.32%
+$333,667.75 
GOOG Alphabet Inc
+6.88%
+$2.24M 
META Meta Platforms Inc Class A
+3.28%
+$435,935.54 
MSFT Microsoft Corp.
+3.02%
+$28,152.52 
NVDA NVIDIA Corporation
+2.93%
+$6,281.01 
CSCO Cisco Systems, Inc.
+2.14%
+$8,062.74 
ADP Automatic Data Processing Inc.
+0.98%
+$4,224.27 
EVLV Evolv Technologies Holdings, Inc.
+0.91%
+$3,099.75 
MCD McDonald's Corporation
+0.82%
+$2,092.21 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$5,375.6 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,119.67 
BMY Bristol-Myers Squibb Company
+0.69%
+$7,053.75 
IVV iShares Core S&P 500 ETF
+0.69%
+$10,065.92 
IWB iShares Russell 1000 ETF
+0.64%
+$14,001.71 
ARTY iShares Future AI & Tech ETF
+0.6%
+$16,226.8 
MO Altria Group, Inc.
+0.57%
+$5,424.9 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,398.74 
AVGO Broadcom Inc.
+0.37%
+$792 
PG Procter & Gamble Co
+0.37%
+$15,800.89 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$294,482.64 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$844.8 
JPM JPMorgan Chase & Co.
+0.27%
+$3,667.88 
SO The Southern Company
+0.21%
+$529.6 
JNJ Johnson & Johnson
+0.21%
+$77,749.41 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$2,499.66 
AAPL Apple Inc.
-7.35%
-$1.33M 
SYK Stryker Corporation
-6.42%
-$789,920.02 
ABBV AbbVie Inc.
-2.51%
-$16,369.1 
SLV iShares Silver Trust
-2.13%
-$10,830 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$5,099.81 
GLD SPDR Gold Shares
-1.49%
-$7,867.99 
IAUM iShares Gold Trust Micro
-1.46%
-$17,100 
SYBT Stock Yards Bancorp Inc.
-1.28%
-$2,913.91 
XME SPDR S&P Metals & Mining ETF
-1.19%
-$2,383.7 
ACRE Ares Commercial Real Estate Corporation
-1.16%
-$10,904.45 
PLD Prologis Inc.
-1.08%
-$6,304.2 
PM Philip Morris International Inc.
-0.61%
-$51,726.04 
KVUE Kenvue Inc.
-0.36%
-$2,478.21 
VTV Vanguard Value ETF
-0.27%
-$3,416.04 
COST Costco Wholesale Corporation
-0.24%
-$15,298.6 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$513 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$2,560.44 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$635.09 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$553.6 
VO Vanguard Mid-Cap ETF
-0.05%
-$539.2 
V Visa Inc. Class A
-0.04%
-$128.37 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$219.67 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 406 | Longs Won 283/406 69% | Profit Factor 18.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.91M |
| Average Win $451,223.55 | Best Trade (Aug 07) $33.36M | Sharpe Ratio -10.21 |
| Average Loss -$55,917.83 | Worst Trade (Sep 30) -$513,205.23 | Z-Score 7.07 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3w 3d | Expectancy $297,582.19 |
| 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% | 1.42% |
| Consecutive Losing Trades | 4,464 | 4,018 | 3,571 | 3,125 | 2,679 | 2,232 | 1,786 | 1,339 | 893 | 446 |
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 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 - $3.93M, Johnson & Johnson - $3.43M, and JPMorgan Chase & Co - $1.82M. 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 $7.97M earned over time. The largest contributors to dividend income include Johnson & Johnson - $3.13M, JPMorgan Chase & Co - $705,340.3, Philip Morris International Inc - $655,680.84, Apple Inc - $541,255.27, and Procter & Gamble Co - $429,726.19. 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.
