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:
70.75%
Gain -0.45%
Monthly
1.66%
Yearly
21.88%
Drawdown
24.87%
$761.7M
Equity
Holdings
$761.7M
Investment
$492.12M
$322.06M
Profit -$2.93M
Realized
$52.48M
Unrealized
$269.58M
Dividends
$15.6M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.45%
Profit
-$2.93M
Win %
81%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$2.93M
Win %
81%
This Month
Compared to last month
Gain
-0.25%
Profit
-$1.88M
Win %
81%
This Year
Compared to last year
Gain
20.45%
Profit
$129.34M
Win %
81%
CRWD CrowdStrike Holdings, Inc.
+13.86%
+$75,279.03 
PANW Palo Alto Networks, Inc.
+13.09%
+$86,320.28 
CRM Salesforce Inc
+4.68%
+$39,756.29 
NFLX Netflix, Inc.
+3.77%
+$41,922.44 
PLTR Palantir Technologies Inc.
+3.64%
+$16,924.11 
MCK McKesson Corporation
+3.35%
+$7,648.27 
GOOGL Alphabet Inc
+3.22%
+$1.51M 
GOOG Alphabet Inc
+3.07%
+$18,471.84 
DEFT Defi Technologies Inc.
+2.85%
+$564.62 
META Meta Platforms Inc Class A
+2.71%
+$461,194.93 
XLC Communication Services Select Sector SPDR Fund
+2.18%
+$11,162.2 
PM Philip Morris International Inc.
+2%
+$4,867.94 
MCD McDonald's Corporation
+1.98%
+$12,325.3 
MSFT Microsoft Corp.
+1.97%
+$1.02M 
AKRE Akre Focus ETF
+1.97%
+$44,349.68 
LLY Eli Lilly and Company
+1.92%
+$34,963.5 
WMT Walmart Inc.
+1.8%
+$11,618.6 
T AT&T Inc.
+1.78%
+$15,174.38 
COST Costco Wholesale Corporation
+1.56%
+$23,684.5 
LHX L3Harris Technologies, Inc.
+1.39%
+$4,542.13 
IYH iShares U.S. Healthcare ETF
+1.38%
+$6,257.06 
VZ Verizon Communications Inc.
+1.36%
+$7,610.01 
UBER Uber Technologies, Inc.
+1.35%
+$7,181.53 
V Visa Inc. Class A
+1.32%
+$8,178.88 
FDN First Trust Dow Jones Internet Index Fund
+1.31%
+$7,197.19 
MOAT VanEck Morningstar Wide Moat Fund
+1.26%
+$20,004.74 
KO The Coca-Cola Company
+1.22%
+$14,456.6 
UNH UnitedHealth Group Incorporated
+1.19%
+$5,491.6 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$22,000.84 
IBB iShares Biotechnology ETF
+0.82%
+$2,733.79 
HD The Home Depot, Inc.
+0.7%
+$11,064.83 
SCHD Schwab U.S. Dividend Equity ETF
+0.65%
+$12,268.96 
MRK Merck & Co., Inc.
+0.63%
+$2,482.48 
PG Procter & Gamble Co
+0.61%
+$1,527.68 
KMI Kinder Morgan, Inc.
+0.34%
+$16,255.36 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.33%
+$1,431.84 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.23%
+$106,491.84 
AAPL Apple Inc.
+0.22%
+$159,399.87 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$192.48 
NEAR iShares Short Maturity Bond ETF
+0.01%
+$773.28 
CPNG Coupang Inc.
0%
$0 
BTQ BTQ Technologies Corp.
0%
$0 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-16.97%
-$299,622.1 
GEV GE Vernova Inc.
-8.63%
-$26,767.27 
VRT Vertiv Holdings Co
-7.64%
-$35,353.63 
ON ON Semiconductor Corporation
-5.9%
-$61,593.82 
DELL Dell Technologies Inc.
-5.81%
-$55,405.76 
BAC Bank of America Corporation
-5.14%
-$1.47M 
SMH VanEck Semiconductor ETF
-4.89%
-$48,087.21 
AVGO Broadcom Inc.
-4.71%
-$54,319.01 
CHAT Roundhill Generative AI & Technology ETF
-4.52%
-$13,992.16 
CAT Caterpillar Inc.
-4.3%
-$205,873.42 
ORCL Oracle Corporation
-3.75%
-$12,352.22 
NVDA NVIDIA Corporation
-3.35%
-$308,706.36 
QTUM Defiance Quantum ETF
-3.13%
-$27,116.02 
SPMO Invesco S&P 500 Momentum ETF
-2.78%
-$312,918.12 
IEMG iShares Core MSCI Emerging Markets ETF
-2.65%
-$48,642.09 
IXN iShares Global Tech ETF
-2.47%
-$301,138.08 
TQQQ ProShares UltraPro QQQ
-2.42%
-$212,657.36 
KBWB Invesco KBW Bank ETF
-1.9%
-$6,916.56 
GE General Electric Company
-1.88%
-$6,420.48 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$113,111.63 
TSLA Tesla, Inc.
-1.77%
-$182,363.42 
BCTK Baron Technology ETF
-1.74%
-$10,786.36 
JPM JPMorgan Chase & Co.
-1.71%
-$269,726.54 
FTEC Fidelity MSCI Information Technology Index ETF
-1.6%
-$7,829.31 
QLD ProShares Ultra QQQ
-1.6%
-$47,305.83 
MPLX MPLX LP
-1.59%
-$4,929.55 
VGT Vanguard Information Technology ETF
-1.57%
-$8,800.8 
IMTM iShares MSCI International Momentum Factor ETF
-1.54%
-$46,930.69 
IDMO Invesco S&P International Developed Momentum ETF
-1.53%
-$12,810.24 
GLD SPDR Gold Shares
-1.51%
-$4,395.86 
EFG iShares MSCI EAFE Growth ETF
-1.43%
-$4,755.42 
SCHF Schwab International Equity ETF
-1.31%
-$6,203.42 
AMZN Amazon.com Inc
-1.25%
-$587,664.33 
SCHE Schwab Emerging Markets Equity ETF
-1.24%
-$3,087.06 
FBCG Fidelity Blue Chip Growth Fund
-1.18%
-$48,300.45 
IGM iShares Expanded Tech Sector ETF
-1.07%
-$8,683.73 
ITA iShares U.S. Aerospace & Defense ETF
-1.06%
-$16,191.13 
IYJ iShares U.S. Industrials ETF
-1.04%
-$14,599.2 
BLOK Amplify Transformational Data Sharing ETF
-0.98%
-$3,628.75 
BCGD Baron Global Durable Advantage ETF
-0.97%
-$26,496.79 
FNDF Schwab Fundamental International Large Company Index ETF
-0.93%
-$27,691.56 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.93%
-$19,353.73 
SSO ProShares Ultra S&P500
-0.91%
-$18,758.88 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.9%
-$18,477.9 
SPHQ Invesco S&P 500 Quality ETF
-0.9%
-$222,230.08 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.89%
-$4,428.98 
VGK Vanguard FTSE Europe ETF
-0.89%
-$5,887.98 
IJH iShares Core S&P Mid-Cap ETF
-0.89%
-$4,041.84 
IWF iShares Russell 1000 Growth ETF
-0.85%
-$12,080.2 
IYW iShares U.S. Technology ETF
-0.82%
-$122,430.88 
QQQM Invesco NASDAQ 100 ETF
-0.8%
-$186,997.75 
QQQ Invesco QQQ Trust, Series 1
-0.8%
-$634,478.4 
AIQ Global X Artificial Intelligence & Technology ETF
-0.77%
-$6,897.73 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.75%
-$9,562.63 
VYM Vanguard High Dividend Yield ETF
-0.74%
-$129,362.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.72%
-$42,868 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.71%
-$36,734.04 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.71%
-$16,380.52 
CGUS Capital Group Core Equity ETF
-0.68%
-$2,023.67 
XLG Invesco S&P 500 Top 50 ETF
-0.67%
-$4,055.94 
FENI Fidelity Enhanced International ETF
-0.66%
-$6,449.22 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$5,180.84 
NULG Nuveen ESG Large-Cap Growth ETF
-0.64%
-$2,198.15 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.64%
-$6,012.74 
IQLT iShares MSCI International Quality Factor ETF
-0.63%
-$4,046.08 
JGRO JPMorgan Active Growth ETF
-0.62%
-$3,135.01 
CGDV Capital Group Dividend Value ETF
-0.59%
-$1,717.67 
XOM Exxon Mobil Corporation
-0.55%
-$2,644.11 
FELC Fidelity Enhanced Large Cap Core ETF
-0.53%
-$13,245.01 
EPD Enterprise Products Partners L.P.
-0.51%
-$22,608.2 
FDVV Fidelity High Dividend ETF
-0.51%
-$4,542.08 
SUSA iShares MSCI USA ESG Select ETF
-0.51%
-$4,643.62 
VTV Vanguard Value ETF
-0.49%
-$10,483 
TSPA T. Rowe Price U.S. Equity Research ETF
-0.49%
-$43,002.42 
SCHB Schwab U.S. Broad Market ETF
-0.47%
-$3,342.78 
IVV iShares Core S&P 500 ETF
-0.47%
-$7,836.93 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$16,522.5 
VOO Vanguard S&P 500 ETF
-0.46%
-$2,487.75 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.45%
-$56,954.25 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$1,829.32 
SCHX Schwab U.S. Large-Cap ETF
-0.43%
-$1,264.12 
CGGR Capital Group Growth ETF
-0.42%
-$1,157.91 
IYF iShares U.S. Financials ETF
-0.41%
-$2,054.8 
VOE Vanguard Mid-Cap Value ETF
-0.39%
-$2,456.7 
DFAT Dimensional US Targeted Value ETF
-0.39%
-$2,641.93 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.38%
-$1,938.96 
VIG Vanguard Dividend Appreciation ETF
-0.38%
-$2,691.75 
EFV iShares MSCI EAFE Value ETF
-0.38%
-$1,395.31 
GPC Genuine Parts Company
-0.37%
-$1,485 
XLF Financial Select Sector SPDR Fund
-0.37%
-$1,424.85 
VUG Vanguard Growth ETF
-0.36%
-$8,689.84 
DSI iShares MSCI KLD 400 Social ETF
-0.35%
-$3,154.29 
IWM iShares Russell 2000 ETF
-0.35%
-$2,935.03 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.34%
-$9,844.58 
ET Energy Transfer L.P.
-0.33%
-$5,791.31 
DUK Duke Energy Corporation
-0.31%
-$3,518.25 
ESGV Vanguard ESG U.S. Stock ETF
-0.31%
-$1,559.46 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.28%
-$897 
PRF Invesco FTSE RAFI US 1000 ETF
-0.27%
-$12,374.55 
JEPI JPMorgan Equity Premium Income Fund
-0.23%
-$700.31 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.22%
-$18,959.71 
SO The Southern Company
-0.19%
-$2,781.41 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.18%
-$511.7 
BINC iShares Flexible Income Active ETF
-0.14%
-$8,065.05 
PYLD PIMCO Multisector Bond Active ETF
-0.12%
-$10,343.7 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.12%
-$452.4 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.09%
-$817.44 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$795.17 
BA Boeing Company
-0.07%
-$179.96 
PVAL Putnam Focused Large Cap Value ETF
-0.06%
-$7,678.62 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.05%
-$175.8 
DGRO iShares Core Dividend Growth ETF
-0.04%
-$259.56 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$138.63 
QUAL iShares MSCI USA Quality Factor ETF
-0.02%
-$1,188.3 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$199.35 
JPLD JPMorgan Limited Duration ETF
-0.02%
-$124.04 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1176 | Longs Won 966/1176 82% | Profit Factor 65.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.82M |
| Average Win $338,559.88 | Best Trade (Aug 14) $35.9M | Sharpe Ratio -10.16 |
| Average Loss -$23,760.42 | Worst Trade (Mar 31) -$687,134.72 | Z-Score 20.35 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 5d | Expectancy $273,859.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 218,353 | $41.95M | $72.71M | - | $30.76M | 73.33% | +0.22% |
| AIQ Global X Artificial Intelligence & Technology ETF | 14,077 | $706,897.67 | $893,748.73 | - | $186,851.06 | 26.43% | -0.766% |
| AKRE Akre Focus ETF | 39,598 | $2.59M | $2.3M | - | -$293,421.37 | -11.31% | +1.966% |
| AMZN Amazon.com Inc | 183,073 | $27.86M | $46.42M | - | $18.57M | 66.65% | -1.25% |
| AVGO Broadcom Inc. | 3,184 | $748,534.68 | $1.1M | - | $349,722.44 | 46.72% | -4.713% |
| BA Boeing Company | 1,161 | $250,657.12 | $244,152.49 | - | -$6,504.63 | -2.6% | -0.074% |
| BAC Bank of America Corporation | 454,637 | $16.18M | $27.03M | - | $10.86M | 67.13% | -5.144% |
| BCGD Baron Global Durable Advantage ETF | 103,909 | $2.46M | $2.7M | - | $238,577.3 | 9.7% | -0.973% |
| BCTK Baron Technology ETF | 20,743 | $483,903 | $607,769.9 | - | $123,866.9 | 25.6% | -1.744% |
| BINC iShares Flexible Income Active ETF | 115,215 | $6.06M | $5.9M | - | -$159,567.34 | -2.63% | -0.137% |
| BLOK Amplify Transformational Data Sharing ETF | 5,806 | $335,922.31 | $367,374.65 | - | $31,452.34 | 9.36% | -0.978% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 10,218 | $950,903.19 | $906,949.68 | - | -$43,953.51 | -4.62% | -0.09% |
| BRK-B Berkshire Hathaway Inc. | 4,846 | $2.16M | $2.5M | - | $337,409.38 | 15.64% | +0.89% |
| BTQ BTQ Technologies Corp. | 14,252 | $98,503.04 | $40,333.16 | - | -$58,169.88 | -59.05% | 0.0 |
| CAT Caterpillar Inc. | 5,852 | $2.04M | $4.58M | - | $2.55M | 125.25% | -4.298% |
| CGDV Capital Group Dividend Value ETF | 5,923 | $258,480 | $290,760.07 | - | $32,280.07 | 12.49% | -0.587% |
| CGGR Capital Group Growth ETF | 5,938 | $264,063 | $276,324.83 | - | $12,261.83 | 4.64% | -0.417% |
| CGUS Capital Group Core Equity ETF | 6,635 | $266,926 | $294,096.37 | - | $27,170.37 | 10.18% | -0.683% |
| CHAT Roundhill Generative AI & Technology ETF | 3,472 | $214,743 | $295,467.2 | - | $80,724.2 | 37.59% | -4.521% |
| COST Costco Wholesale Corporation | 1,675 | $1.23M | $1.54M | - | $311,675.02 | 25.39% | +1.563% |
No 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 Eddie Wilcox?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $9.47M, Tesla, Inc - $8.85M, Apple Inc - $6.76M, 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, Aeva Technologies, Inc - $195,683, Arista Networks, Inc - $178,602.08, and Dycom Industries Inc - $148,290. 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 $15.6M earned over time. The largest contributors to dividend income include Bank of America Corporation - $1.33M, Invesco QQQ Trust, Series 1 - $1.06M, Microsoft Corp - $1.04M, Apple Inc - $813,369.41, and iShares Short Maturity Bond ETF - $652,792.65. 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.
