Eddie Wilcox Portfolio
Invests via Rollins Financial Advisors LLC | Managed by Eddie Wilcox
Invests via Rollins Financial Advisors LLC
Managed by Eddie Wilcox
Automatically Tracked
Eddie Wilcox Profile
A seasoned operating executive, Eddie Wilcox has cultivated an extensive career in technology-driven industries. With a strong focus on business transformation and scaling growth initiatives, he has effectively led teams in delivering innovative solutions that meet evolving market demands. His strategic insight into digital advancements allows him to navigate complex corporate environments adeptly. Wilcox's previous leadership roles include spearheading operational improvements that enhance efficiencies while driving profitability across various sectors. Known for his collaborative approach, he fosters partnerships aimed at bolstering organizational capacity and responsiveness in fast-paced markets.
A seasoned operating executive, Eddie Wilcox has cultivated an extensive career in technology-driven industries. With a strong focus on business transformation and scaling growth initiatives, he has effectively led teams in delivering innovative solutions that meet evolving market demands. His strategic insight into digital advancements allows him to navigate complex corporate environments adeptly. Wilcox's previous leadership roles include spearheading operational improvements that enhance efficiencies while driving profitability across various sectors. Known for his collaborative approach, he fosters partnerships aimed at bolstering organizational capacity and responsiveness in fast-paced markets.
Investment Philosophy & Strategy
In navigating the dynamic landscape of technology, Eddie Wilcox leverages his operational expertise to identify and capitalize on emerging opportunities. His background in fostering growth-oriented strategies aligns with an entrepreneurial mindset that emphasizes innovation as a vehicle for disruption. By applying a collaborative ethos, he enhances competitive positioning through strategic partnerships, ensuring adaptability to shifting market needs. An advocate for transformative initiatives, Wilcox seeks investments that not only promise immediate impact but also sustain long-term relevance and profitability across sectors.
In navigating the dynamic landscape of technology, Eddie Wilcox leverages his operational expertise to identify and capitalize on emerging opportunities. His background in fostering growth-oriented strategies aligns with an entrepreneurial mindset that emphasizes innovation as a vehicle for disruption. By applying a collaborative ethos, he enhances competitive positioning through strategic partnerships, ensuring adaptability to shifting market needs. An advocate for transformative initiatives, Wilcox seeks investments that not only promise immediate impact but also sustain long-term relevance and profitability across sectors.
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:
63.84%
Gain +1.79%
Monthly
1.61%
Yearly
21.11%
Drawdown
24.84%
$731.88M
Equity
Holdings
$731.88M
Investment
$492.12M
$292.63M
Profit +$12.36M
Realized
$52.87M
Unrealized
$239.76M
Dividends
$14.87M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.79%
Profit
$12.36M
Win %
82%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$978,618.42
Win %
82%
This Month
Compared to last month
Gain
-1.37%
Profit
-$10.18M
Win %
82%
This Year
Compared to last year
Gain
15.74%
Profit
$99.51M
Win %
82%
SOXL Direxion Daily Semiconductor Bull 3X Shares
+4.3%
+$84,488.36 
BLOK Amplify Transformational Data Sharing ETF
+3.67%
+$12,482.9 
AVGO Broadcom Inc.
+2.84%
+$33,527.55 
PLTR Palantir Technologies Inc.
+2.36%
+$8,670.48 
MSFT Microsoft Corp.
+2.11%
+$864,005.1 
CRM Salesforce Inc
+2.07%
+$12,149.28 
TQQQ ProShares UltraPro QQQ
+1.88%
+$157,020.26 
GOOG Alphabet Inc
+1.8%
+$11,207.04 
GOOGL Alphabet Inc
+1.66%
+$797,662.08 
EPD Enterprise Products Partners L.P.
+1.63%
+$70,537.58 
AIQ Global X Artificial Intelligence & Technology ETF
+1.6%
+$13,232.38 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.55%
+$35,052.81 
CRWD CrowdStrike Holdings, Inc.
+1.4%
+$7,450.38 
VRT Vertiv Holdings Co
+1.34%
+$6,987.88 
AMZN Amazon.com Inc
+1.33%
+$604,140.9 
KMI Kinder Morgan, Inc.
+1.32%
+$65,795.52 
QLD ProShares Ultra QQQ
+1.3%
+$37,050.72 
BCTK Baron Technology ETF
+1.17%
+$6,988.32 
IGM iShares Expanded Tech Sector ETF
+1.13%
+$8,683.67 
SPMO Invesco S&P 500 Momentum ETF
+1.12%
+$122,281.11 
SMH VanEck Semiconductor ETF
+1.1%
+$10,559.1 
CHAT Roundhill Generative AI & Technology ETF
+1.06%
+$3,003.28 
XOM Exxon Mobil Corporation
+1.04%
+$4,397.22 
V Visa Inc. Class A
+1%
+$6,022.04 
FDN First Trust Dow Jones Internet Index Fund
+0.92%
+$4,728.51 
GEV GE Vernova Inc.
+0.92%
+$3,146.04 
IXN iShares Global Tech ETF
+0.89%
+$100,806.22 
IYW iShares U.S. Technology ETF
+0.88%
+$123,902.4 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.84%
+$7,436.81 
XLK State Street Technology Select Sector SPDR ETF
+0.8%
+$46,536.41 
IEMG iShares Core MSCI Emerging Markets ETF
+0.78%
+$13,326.6 
QTUM Defiance Quantum ETF
+0.73%
+$6,117.28 
VGT Vanguard Information Technology ETF
+0.73%
+$3,821.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.68%
+$39,224.22 
FTEC Fidelity MSCI Information Technology Index ETF
+0.67%
+$3,052.26 
QQQ Invesco QQQ Trust, Series 1
+0.66%
+$514,261.44 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.65%
+$32,462.64 
QQQM Invesco NASDAQ 100 ETF
+0.65%
+$147,378.96 
SCHE Schwab Emerging Markets Equity ETF
+0.64%
+$1,509.97 
JGRO JPMorgan Active Growth ETF
+0.59%
+$2,920.66 
META Meta Platforms Inc Class A
+0.58%
+$99,221.22 
FBCG Fidelity Blue Chip Growth Fund
+0.54%
+$21,503.62 
IWF iShares Russell 1000 Growth ETF
+0.53%
+$7,282.8 
PANW Palo Alto Networks, Inc.
+0.53%
+$3,768.66 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.53%
+$10,620.9 
CGGR Capital Group Growth ETF
+0.52%
+$1,395.43 
T AT&T Inc.
+0.5%
+$3,589.63 
XLC Communication Services Select Sector SPDR Fund
+0.48%
+$2,437.46 
BCGD Baron Global Durable Advantage ETF
+0.43%
+$11,741.72 
NVDA NVIDIA Corporation
+0.42%
+$35,847.05 
UBER Uber Technologies, Inc.
+0.4%
+$2,158.18 
VUG Vanguard Growth ETF
+0.39%
+$8,961.48 
LHX L3Harris Technologies, Inc.
+0.38%
+$1,425.24 
ON ON Semiconductor Corporation
+0.36%
+$4,321.17 
NULG Nuveen ESG Large-Cap Growth ETF
+0.3%
+$1,058.83 
ET Energy Transfer L.P.
+0.27%
+$4,550.31 
DSI iShares MSCI KLD 400 Social ETF
+0.27%
+$2,288.45 
DUK Duke Energy Corporation
+0.26%
+$3,096.06 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.26%
+$119,670.21 
SSO ProShares Ultra S&P500
+0.26%
+$5,061.92 
XLG Invesco S&P 500 Top 50 ETF
+0.24%
+$1,400.27 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$3,358.46 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.21%
+$635.37 
ESGV Vanguard ESG U.S. Stock ETF
+0.19%
+$928.25 
FELC Fidelity Enhanced Large Cap Core ETF
+0.18%
+$4,319.02 
MPLX MPLX LP
+0.14%
+$415.12 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.13%
+$2,639.7 
CGUS Capital Group Core Equity ETF
+0.12%
+$364.93 
IVV iShares Core S&P 500 ETF
+0.11%
+$1,833.41 
VOO Vanguard S&P 500 ETF
+0.11%
+$565.75 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.1%
+$418.76 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$3,416.79 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.09%
+$10,631.46 
SCHX Schwab U.S. Large-Cap ETF
+0.09%
+$243.1 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.07%
+$363.56 
SCHB Schwab U.S. Broad Market ETF
+0.05%
+$358.15 
SUSA iShares MSCI USA ESG Select ETF
+0.05%
+$411.46 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.04%
+$3,659.78 
AKRE Akre Focus ETF
+0.02%
+$395.98 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$128.32 
SPHQ Invesco S&P 500 Quality ETF
+0.01%
+$1,462.04 
BRK-B Berkshire Hathaway Inc.
0%
+$48.51 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
DEFT Defi Technologies Inc.
-3.44%
-$502.65 
BTQ BTQ Technologies Corp.
-2.98%
-$1,402.4 
ORCL Oracle Corporation
-2.97%
-$8,249.44 
AAPL Apple Inc.
-2.7%
-$1.97M 
DELL Dell Technologies Inc.
-2.49%
-$16,574.66 
CPNG Coupang Inc.
-2.41%
-$4,576.4 
TSLA Tesla, Inc.
-2.4%
-$257,337.9 
GE General Electric Company
-2.26%
-$8,331.84 
BA Boeing Company
-1.96%
-$4,876.2 
HD The Home Depot, Inc.
-1.91%
-$32,926.79 
GPC Genuine Parts Company
-1.9%
-$7,125 
MRK Merck & Co., Inc.
-1.85%
-$6,451.72 
WMT Walmart Inc.
-1.68%
-$11,558.4 
NFLX Netflix, Inc.
-1.65%
-$16,366.98 
CAT Caterpillar Inc.
-1.64%
-$84,327.32 
LLY Eli Lilly and Company
-1.32%
-$25,330.28 
KBWB Invesco KBW Bank ETF
-1%
-$3,627.43 
BAC Bank of America Corporation
-0.97%
-$270,509.02 
PG Procter & Gamble Co
-0.84%
-$2,196.04 
UNH UnitedHealth Group Incorporated
-0.76%
-$3,967.84 
SO The Southern Company
-0.74%
-$11,968.47 
MCK McKesson Corporation
-0.74%
-$1,616.16 
VGK Vanguard FTSE Europe ETF
-0.7%
-$4,600 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.69%
-$2,784 
IBB iShares Biotechnology ETF
-0.64%
-$1,972.59 
FDVV Fidelity High Dividend ETF
-0.61%
-$5,393.72 
IMTM iShares MSCI International Momentum Factor ETF
-0.6%
-$17,528.33 
DFAT Dimensional US Targeted Value ETF
-0.57%
-$3,842.8 
IQLT iShares MSCI International Quality Factor ETF
-0.56%
-$3,477.1 
IYH iShares U.S. Healthcare ETF
-0.55%
-$2,399.08 
COST Costco Wholesale Corporation
-0.52%
-$8,215.87 
JPM JPMorgan Chase & Co.
-0.5%
-$76,178.8 
MCD McDonald's Corporation
-0.5%
-$3,297.45 
IYJ iShares U.S. Industrials ETF
-0.49%
-$7,078.4 
VIG Vanguard Dividend Appreciation ETF
-0.47%
-$3,312.96 
DGRO iShares Core Dividend Growth ETF
-0.47%
-$3,113.85 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.46%
-$2,013.53 
EFG iShares MSCI EAFE Growth ETF
-0.45%
-$1,475.82 
EFV iShares MSCI EAFE Value ETF
-0.44%
-$1,552.85 
IYF iShares U.S. Financials ETF
-0.43%
-$2,166.88 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.41%
-$3,831.75 
IDMO Invesco S&P International Developed Momentum ETF
-0.41%
-$3,202.56 
VOE Vanguard Mid-Cap Value ETF
-0.38%
-$2,320.24 
IEF iShares 7-10 Year Treasury Bond ETF
-0.37%
-$3,657.69 
FENI Fidelity Enhanced International ETF
-0.36%
-$3,463.47 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.36%
-$1,684.26 
FNDF Schwab Fundamental International Large Company Index ETF
-0.34%
-$9,585.54 
IJH iShares Core S&P Mid-Cap ETF
-0.34%
-$1,561.62 
SCHD Schwab U.S. Dividend Equity ETF
-0.33%
-$6,134.48 
XLF Financial Select Sector SPDR Fund
-0.28%
-$1,051.67 
ITA iShares U.S. Aerospace & Defense ETF
-0.26%
-$4,238.89 
SCHF Schwab International Equity ETF
-0.26%
-$1,173.62 
KO The Coca-Cola Company
-0.25%
-$2,756.84 
IJR iShares Core S&P Small-Cap ETF
-0.25%
-$1,994.76 
QUAL iShares MSCI USA Quality Factor ETF
-0.24%
-$12,477.15 
VYM Vanguard High Dividend Yield ETF
-0.23%
-$39,886.74 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.21%
-$5,849.68 
VTV Vanguard Value ETF
-0.21%
-$4,288.5 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.17%
-$14,896.92 
VZ Verizon Communications Inc.
-0.17%
-$841.51 
PYLD PIMCO Multisector Bond Active ETF
-0.17%
-$15,515.55 
PM Philip Morris International Inc.
-0.15%
-$376.42 
JEPI JPMorgan Equity Premium Income Fund
-0.14%
-$430.96 
PRF Invesco FTSE RAFI US 1000 ETF
-0.14%
-$6,187.27 
IWM iShares Russell 2000 ETF
-0.14%
-$1,173.97 
PVAL Putnam Focused Large Cap Value ETF
-0.14%
-$17,916.78 
GLD SPDR Gold Shares
-0.11%
-$306.18 
BINC iShares Flexible Income Active ETF
-0.1%
-$5,760.75 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$329.62 
JPLD JPMorgan Limited Duration ETF
-0.09%
-$558.18 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$231.05 
NEAR iShares Short Maturity Bond ETF
-0.05%
-$3,866.4 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.04%
-$120.4 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.03%
-$434.67 
CGDV Capital Group Dividend Value ETF
-0.02%
-$59.23 Events
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Dividends
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| Trades 1176 | Longs Won 965/1176 82% | Profit Factor 69.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.66M |
| Average Win $307,672.1 | Best Trade (Jul 20) $32.74M | Sharpe Ratio -10.17 |
| Average Loss -$20,261.74 | Worst Trade (Mar 31) -$687,134.72 | Z-Score 22.52 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4d | Expectancy $248,833.63 |
| 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% | <0.01% |
| Consecutive Losing Trades | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
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Returns
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FAQ
Which stocks have generated the highest profits for Eddie Wilcox?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $9.44M, Tesla, Inc - $8.85M, Apple Inc - $6.71M, Bank of America Corporation - $3.5M, and Schwab U.S. Large-Cap Growth ETF - $3.14M. 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: Akre Focus ETF - $687,134.72, Roku, Inc - $281,323.6, Dycom Industries Inc - $148,290, Super Micro Computer Inc - $131,188.61, and iShares Bitcoin Trust - $61,206.88. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Eddie Wilcox's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.87M earned over time. The largest contributors to dividend income include Bank of America Corporation - $1.33M, Invesco QQQ Trust, Series 1 - $1.03M, Microsoft Corp - $943,254.31, Apple Inc - $754,414.1, and Vanguard High Dividend Yield ETF - $646,988.77. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Eddie Wilcox's monthly returns?
Eddie Wilcox'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 Eddie Wilcox's strategy be considered aggressive or moderate?
Eddie Wilcox's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Eddie Wilcox's strategy?
Eddie Wilcox'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.
