EW
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:
51.04%
Gain 0%
Monthly
1.41%
Yearly
18.31%
Drawdown
21.12%
$736.89M
Equity
Holdings
$736.89M
Investment
$506.56M
$297.63M
Profit +$17,883.4
Realized
$52.85M
Unrealized
$244.77M
Dividends
$13.74M
Goals
Avg. 94.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.002%
Profit
$17,883.4
Win %
82%
This Week
Compared To Last Week
Gain
0.002%
Profit
$17,883.4
Win %
82%
This Month
Compared to last month
Gain
-2.95%
Profit
-$22.36M
Win %
82%
This Year
Compared to last year
Gain
4.44%
Profit
$33.81M
Win %
82%
SOXL Direxion Daily Semiconductor Bull 3X Shares
+4.77%
+$154,919.19 
GEV GE Vernova Inc.
+3.73%
+$10,973.88 
T AT&T Inc.
+2.52%
+$18,927.14 
VZ Verizon Communications Inc.
+2.49%
+$12,903.93 
JPM JPMorgan Chase & Co.
+2.31%
+$320,217.14 
TQQQ ProShares UltraPro QQQ
+1.99%
+$186,693.13 
PM Philip Morris International Inc.
+1.95%
+$4,504.28 
BCTK Baron Technology ETF
+1.88%
+$11,719.8 
KMI Kinder Morgan, Inc.
+1.85%
+$89,791.54 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.85%
+$43,581.12 
TSLA Tesla, Inc.
+1.82%
+$205,194.08 
SMH VanEck Semiconductor ETF
+1.73%
+$18,192.83 
KBWB Invesco KBW Bank ETF
+1.7%
+$5,826.44 
VRT Vertiv Holdings Co
+1.68%
+$8,986.99 
ET Energy Transfer L.P.
+1.65%
+$25,647.23 
BAC Bank of America Corporation
+1.56%
+$390,987.82 
GPC Genuine Parts Company
+1.46%
+$4,470 
CAT Caterpillar Inc.
+1.44%
+$75,724.94 
BLOK Amplify Transformational Data Sharing ETF
+1.38%
+$5,051.21 
IYF iShares U.S. Financials ETF
+1.37%
+$6,463.28 
XLF Financial Select Sector SPDR Fund
+1.37%
+$4,885.2 
IDMO Invesco S&P International Developed Momentum ETF
+1.36%
+$10,675.22 
QLD ProShares Ultra QQQ
+1.3%
+$39,697.2 
SPMO Invesco S&P 500 Momentum ETF
+1.26%
+$144,306.9 
QTUM Defiance Quantum ETF
+1.22%
+$11,411.08 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$6,551.23 
PVAL Putnam Focused Large Cap Value ETF
+1.06%
+$138,215.16 
DELL Dell Technologies Inc.
+1.05%
+$6,925.72 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.05%
+$4,563.99 
V Visa Inc. Class A
+1.05%
+$5,597.88 
SSO ProShares Ultra S&P500
+1.03%
+$20,247.68 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$257,319.04 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$7,646.64 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$6,340.62 
VTV Vanguard Value ETF
+0.94%
+$19,155.24 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.9%
+$75,838.84 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$16,172.72 
PRF Invesco FTSE RAFI US 1000 ETF
+0.88%
+$38,773.51 
IWM iShares Russell 2000 ETF
+0.87%
+$7,454.93 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$52,663.65 
PG Procter & Gamble Co
+0.86%
+$2,204.72 
SCHE Schwab Emerging Markets Equity ETF
+0.84%
+$2,013.3 
DSI iShares MSCI KLD 400 Social ETF
+0.83%
+$7,174.64 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$137,986.24 
SO The Southern Company
+0.78%
+$12,305.61 
CHAT Roundhill Generative AI & Technology ETF
+0.77%
+$2,465.12 
GE General Electric Company
+0.76%
+$2,682.22 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.74%
+$20,259.85 
UNH UnitedHealth Group Incorporated
+0.73%
+$3,620.43 
HD The Home Depot, Inc.
+0.73%
+$12,135.62 
ON ON Semiconductor Corporation
+0.72%
+$11,385.94 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$3,306.97 
IMTM iShares MSCI International Momentum Factor ETF
+0.71%
+$21,486.34 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$16,767.16 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$4,499.04 
IGM iShares Expanded Tech Sector ETF
+0.69%
+$5,455.45 
COST Costco Wholesale Corporation
+0.68%
+$11,155.47 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$157,681.3 
MPLX MPLX LP
+0.67%
+$1,971.82 
CGDV Capital Group Dividend Value ETF
+0.66%
+$1,895.36 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.66%
+$6,012.74 
DUK Duke Energy Corporation
+0.63%
+$7,317.96 
IYJ iShares U.S. Industrials ETF
+0.62%
+$8,670.98 
FTEC Fidelity MSCI Information Technology Index ETF
+0.61%
+$2,857.79 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$11,105.5 
IYW iShares U.S. Technology ETF
+0.61%
+$87,113.69 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$469,739.98 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$72,142.05 
VGT Vanguard Information Technology ETF
+0.58%
+$3,103.44 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$11,145.4 
FDVV Fidelity High Dividend ETF
+0.57%
+$4,967.9 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$2,270.12 
NULG Nuveen ESG Large-Cap Growth ETF
+0.56%
+$1,950.48 
IVV iShares Core S&P 500 ETF
+0.55%
+$8,928.52 
VOO Vanguard S&P 500 ETF
+0.55%
+$2,883.02 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$18,649.21 
GOOGL Alphabet Inc
+0.53%
+$264,502.53 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$3,697.5 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.53%
+$2,585.28 
CGUS Capital Group Core Equity ETF
+0.53%
+$1,526.05 
SUSA iShares MSCI USA ESG Select ETF
+0.53%
+$4,702.42 
ESGV Vanguard ESG U.S. Stock ETF
+0.52%
+$2,524.8 
FELC Fidelity Enhanced Large Cap Core ETF
+0.51%
+$12,093.27 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$3,342.78 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$1,710.38 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$1,361.36 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.47%
+$40,257.58 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$24,003.9 
GOOG Alphabet Inc
+0.45%
+$2,873.6 
WMT Walmart Inc.
+0.45%
+$3,250.81 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$1,292.89 
IXN iShares Global Tech ETF
+0.42%
+$50,403.11 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$20,502.72 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$6,132.84 
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$11,183.02 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$21,434 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.34%
+$1,621.87 
FENI Fidelity Enhanced International ETF
+0.32%
+$3,105.18 
SCHF Schwab International Equity ETF
+0.29%
+$1,341.28 
XOM Exxon Mobil Corporation
+0.28%
+$1,178.3 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$1,044 
FBCG Fidelity Blue Chip Growth Fund
+0.25%
+$9,924.82 
JGRO JPMorgan Active Growth ETF
+0.23%
+$1,178.98 
VGK Vanguard FTSE Europe ETF
+0.18%
+$1,177.6 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.18%
+$523.25 
VUG Vanguard Growth ETF
+0.18%
+$4,073.4 
NVDA NVIDIA Corporation
+0.16%
+$13,495.36 
PYLD PIMCO Multisector Bond Active ETF
+0.15%
+$13,791.6 
BINC iShares Flexible Income Active ETF
+0.13%
+$8,065.05 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$53,245.92 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.12%
+$2,360.25 
CGGR Capital Group Growth ETF
+0.11%
+$296.9 
KO The Coca-Cola Company
+0.11%
+$1,210.32 
MSFT Microsoft Corp.
+0.1%
+$41,637.76 
IBB iShares Biotechnology ETF
+0.1%
+$278.27 
XLG Invesco S&P 500 Top 50 ETF
+0.1%
+$579.42 
AIQ Global X Artificial Intelligence & Technology ETF
+0.08%
+$703.85 
GLD SPDR Gold Shares
+0.06%
+$160.38 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.04%
+$120.4 
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$136.65 
IQLT iShares MSCI International Quality Factor ETF
+0.04%
+$252.88 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$513.28 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$462.4 
PANW Palo Alto Networks, Inc.
+0.03%
+$179.46 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$199.35 
ORCL Oracle Corporation
+0.02%
+$65.8 
MCD McDonald's Corporation
+0.01%
+$98.82 
BCGD Baron Global Durable Advantage ETF
0%
$0 
BTQ BTQ Technologies Corp.
-5.46%
-$3,420.48 
CPNG Coupang Inc.
-2.49%
-$4,919.63 
LLY Eli Lilly and Company
-2.41%
-$45,558.42 
PLTR Palantir Technologies Inc.
-2.36%
-$8,587.12 
AAPL Apple Inc.
-1.52%
-$982,588.5 
MRK Merck & Co., Inc.
-1.42%
-$4,664.87 
LHX L3Harris Technologies, Inc.
-1.4%
-$5,834.16 
DEFT Defi Technologies Inc.
-1.3%
-$241 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$5,735.64 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.24%
-$17,307.65 
AMZN Amazon.com Inc
-1.23%
-$541,894.25 
BA Boeing Company
-1.16%
-$2,995.38 
NFLX Netflix, Inc.
-1.14%
-$13,352.01 
UBER Uber Technologies, Inc.
-1.01%
-$5,209.4 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$15,635.27 
AVGO Broadcom Inc.
-0.91%
-$11,144.01 
AKRE Akre Focus ETF
-0.49%
-$10,691.46 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$2,141.32 
MCK McKesson Corporation
-0.4%
-$813.26 
CRM Salesforce Inc
-0.34%
-$1,921.92 
FDN First Trust Dow Jones Internet Index Fund
-0.29%
-$1,481.2 
META Meta Platforms Inc Class A
-0.26%
-$38,061.31 
IYH iShares U.S. Healthcare ETF
-0.2%
-$842.92 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$1,696.32 
EPD Enterprise Products Partners L.P.
-0.08%
-$3,391.23 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.04%
-$408.72 
NEAR iShares Short Maturity Bond ETF
-0.04%
-$3,093.12 
JPLD JPMorgan Limited Duration ETF
-0.04%
-$248.09 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$87.9 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$92.4 Events
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Dividends
Dividend Analysis
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| Trades 1176 | Longs Won 963/1176 81% | Profit Factor 72.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.67M |
| Average Win $313,400.04 | Best Trade (Jun 14) $34.71M | Sharpe Ratio -8.49 |
| Average Loss -$19,609.81 | Worst Trade (Mar 31) -$687,134.72 | Z-Score 22.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 5d | Expectancy $253,084.48 |
| 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 | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
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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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