AW
Ariel Weisbard Portfolio
Invests via Values Added Financial LLC | Managed by Ariel Zev Weisbard, Zachary Teutsch
Invests via Values Added Financial LLC
Managed by Ariel Zev Weisbard, Zachary Teutsch
Automatically Tracked
Ariel Weisbard Profile
Ariel Weisbard leverages extensive experience in technology investment and entrepreneurship to drive value across emerging sectors. Known for founding multiple innovative startups, he possesses a keen insight into market dynamics and scalability challenges within the tech landscape. His career has been marked by identifying unique opportunities that bridge product development with commercial viability. Engaging actively in venture ecosystems, Ariel fosters collaborations that enhance growth trajectories for both nascent companies and established firms seeking expansion. With a strong network of industry connections, he plays a pivotal role in aligning resources with market needs.
Ariel Weisbard leverages extensive experience in technology investment and entrepreneurship to drive value across emerging sectors. Known for founding multiple innovative startups, he possesses a keen insight into market dynamics and scalability challenges within the tech landscape. His career has been marked by identifying unique opportunities that bridge product development with commercial viability. Engaging actively in venture ecosystems, Ariel fosters collaborations that enhance growth trajectories for both nascent companies and established firms seeking expansion. With a strong network of industry connections, he plays a pivotal role in aligning resources with market needs.
Investment Philosophy & Strategy
Opportunity in the tech sector often hinges on strategic foresight and innovative thinking. Ariel Weisbard exemplifies this philosophy by combining his entrepreneurial acumen with a deep understanding of emerging market trends. His approach revolves around identifying transformational business models that harness technological advancements, allowing him to capitalize on uncharted growth avenues. With an emphasis on scalability and resource alignment, he actively engages with startups to navigate their unique challenges while ensuring alignment with broader market demands. This agile mindset fosters not only individual company success but also contributes to enriching the overall venture ecosystem.
Opportunity in the tech sector often hinges on strategic foresight and innovative thinking. Ariel Weisbard exemplifies this philosophy by combining his entrepreneurial acumen with a deep understanding of emerging market trends. His approach revolves around identifying transformational business models that harness technological advancements, allowing him to capitalize on uncharted growth avenues. With an emphasis on scalability and resource alignment, he actively engages with startups to navigate their unique challenges while ensuring alignment with broader market demands. This agile mindset fosters not only individual company success but also contributes to enriching the overall venture ecosystem.
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:
76.96%
Gain +1.34%
Monthly
1.39%
Yearly
17.96%
Drawdown
18.72%
$279.86M
Equity
Holdings
$279.86M
Investment
$212.07M
$72.87M
Profit +$2.16M
Realized
$5.08M
Unrealized
$67.79M
Dividends
$11.65M
Goals
Avg. 61% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.34%
Profit
$2.16M
Win %
74%
This Week
Compared To Last Week
Gain
0.78%
Profit
$2.16M
Win %
74%
This Month
Compared to last month
Gain
-0.19%
Profit
-$525,571.29
Win %
74%
This Year
Compared to last year
Gain
1.08%
Profit
$2.98M
Win %
73%
INTC Intel Corporation
+11.79%
+$32,435.2 
AMD Advanced Micro Devices, Inc.
+9.12%
+$27,204.31 
META Meta Platforms Inc Class A
+6.54%
+$79,382.54 
GLW Corning Incorporated
+5.1%
+$25,140.12 
SOXX iShares Semiconductor ETF
+3.44%
+$10,992 
PANW Palo Alto Networks, Inc.
+2.74%
+$6,732.97 
LRCX Lam Research Corporation
+2.5%
+$5,111.9 
MU Micron Technology, Inc.
+2.33%
+$16,129.31 
AMAT Applied Materials, Inc.
+2.31%
+$11,184.63 
GOOG Alphabet Inc
+2.16%
+$92,550.88 
GEV GE Vernova Inc.
+2.09%
+$3,990.98 
ESGE iShares ESG Aware MSCI EM ETF
+2.09%
+$4,385.64 
KLAC KLA Corporation
+2.06%
+$6,212.28 
WELL Welltower Inc.
+2.05%
+$9,747.8 
EMXF iShares ESG Aware MSCI EM ETF
+2.03%
+$108,587.7 
IEMG iShares Core MSCI Emerging Markets ETF
+1.91%
+$24,438.96 
GOOGL Alphabet Inc
+1.86%
+$72,064.85 
NFLX Netflix, Inc.
+1.6%
+$4,528.7 
IWF iShares Russell 1000 Growth ETF
+1.54%
+$6,973.6 
USXF iShares ESG Aware MSCI USA ETF
+1.45%
+$36,315.37 
LDEM iShares ESG MSCI EM Leaders ETF
+1.41%
+$13,585.69 
VSGX Vanguard ESG International Stock ETF
+1.33%
+$12,851.1 
SPEM SPDR Portfolio Emerging Markets ETF
+1.32%
+$131,374.62 
VWO Vanguard FTSE Emerging Markets ETF
+1.32%
+$53,124.45 
SCHE Schwab Emerging Markets Equity ETF
+1.3%
+$20,592.99 
MRK Merck & Co., Inc.
+1.26%
+$7,280.87 
VOTE TCW Transform 500 ETF
+1.23%
+$94,751.54 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+1.15%
+$104,715.38 
IWP iShares Russell Mid-Cap Growth ETF
+1.14%
+$7,180.67 
VEU Vanguard FTSE All-World ex-US ETF
+1.12%
+$49,474.08 
CTO CTO Realty Growth, Inc.
+1.11%
+$2,975.62 
LLY Eli Lilly and Company
+1.09%
+$12,229.23 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.08%
+$253,862.95 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.05%
+$10,363.73 
ESGV Vanguard ESG U.S. Stock ETF
+1.04%
+$18,579.57 
DELL Dell Technologies Inc.
+1.03%
+$2,999.57 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.02%
+$132,471.64 
SCHF Schwab International Equity ETF
+1.02%
+$6,401.17 
NVDA NVIDIA Corporation
+1.01%
+$28,874.25 
VOO Vanguard S&P 500 ETF
+0.98%
+$33,799.07 
VT Vanguard Total World Stock ETF
+0.97%
+$2,031.67 
SCHB Schwab U.S. Broad Market ETF
+0.97%
+$28,899.85 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.97%
+$7,238.79 
SCHX Schwab U.S. Large-Cap ETF
+0.96%
+$45,024.82 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.96%
+$48,385.05 
IVV iShares Core S&P 500 ETF
+0.96%
+$24,041.92 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.96%
+$86,829.04 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.94%
+$19,557.86 
SUSL iShares ESG MSCI USA Leaders ETF
+0.92%
+$17,565 
VXF Vanguard Extended Market ETF
+0.92%
+$35,344.08 
SUSA iShares MSCI USA ESG Select ETF
+0.89%
+$2,585.4 
AMZN Amazon.com Inc
+0.89%
+$27,558.32 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.89%
+$55,418.38 
GILD Gilead Sciences Inc.
+0.86%
+$2,094.96 
USRT iShares Core U.S. REIT ETF
+0.84%
+$1,939.8 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
+0.81%
+$22,228.36 
FNDF Schwab Fundamental International Large Company Index ETF
+0.8%
+$5,307.44 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.77%
+$1,768.9 
SCHH Schwab U.S. REIT ETF
+0.77%
+$2,622.55 
EWU iShares MSCI United Kingdom ETF
+0.74%
+$2,016 
JNJ Johnson & Johnson
+0.72%
+$3,521.12 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+0.71%
+$3,693.3 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.69%
+$6,864.6 
ESG FlexShares STOXX US ESG Select Fund
+0.68%
+$1,553.21 
BN Brookfield Corporation
+0.61%
+$1,129.3 
QUS SPDR MSCI USA StrategicFactors ETF
+0.56%
+$1,674.6 
SCHA Schwab U.S. Small-Cap ETF
+0.54%
+$30,815.64 
ASML ASML Holding N.V. New York Registry Shares
+0.52%
+$6,907 
VHT Vanguard Health Care ETF
+0.51%
+$3,249.36 
JPM JPMorgan Chase & Co.
+0.51%
+$4,359.49 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.5%
+$7,559.65 
VO Vanguard Mid-Cap ETF
+0.48%
+$3,358.74 
IWD iShares Russell 1000 Value ETF
+0.46%
+$1,245.45 
MKL Markel Group Inc.
+0.45%
+$9,901.23 
WMT Walmart Inc.
+0.44%
+$1,478.23 
SCHM Schwab U.S. Mid-Cap ETF
+0.43%
+$11,771.25 
VB Vanguard Small-Cap ETF
+0.42%
+$1,683.87 
ARCC Ares Capital Corporation
+0.41%
+$1,143.6 
IJH iShares Core S&P Mid-Cap ETF
+0.4%
+$1,714.19 
VRT Vertiv Holdings Co
+0.37%
+$708.73 
TMO Thermo Fisher Scientific Inc.
+0.36%
+$2,113.43 
IBM International Business Machines Corporation
+0.36%
+$1,934.62 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.36%
+$5,715.96 
BNDX Vanguard Total International Bond ETF
+0.35%
+$10,379.22 
IUSV iShares Core S&P U.S. Value ETF
+0.33%
+$759 
USB U.S. Bancorp
+0.33%
+$808.2 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.31%
+$2,866.71 
AAPL Apple Inc.
+0.28%
+$32,544.28 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.27%
+$4,222.63 
NUSC Nuveen ESG Small-Cap ETF
+0.27%
+$993.6 
BLK BlackRock, Inc.
+0.27%
+$1,125.14 
IAGG iShares International Aggregate Bond Fund
+0.26%
+$51,524.83 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.26%
+$20,264.92 
WDC Western Digital Corporation
+0.26%
+$364.55 
CHD Church & Dwight Co., Inc.
+0.25%
+$949.92 
BND Vanguard Total Bond Market Index Fund
+0.25%
+$30,338.64 
SYK Stryker Corporation
+0.24%
+$1,153.1 
TXN Texas Instruments Inc
+0.24%
+$1,016.17 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.23%
+$3,399.56 
VIG Vanguard Dividend Appreciation ETF
+0.19%
+$1,243 
TRV The Travelers Companies, Inc.
+0.16%
+$397.11 
EW Edwards Lifesciences Corporation
+0.15%
+$1,255.02 
FLMB Franklin Municipal Green Bond ETF
+0.13%
+$254.67 
BNY BlackRock New York Municipal Income Trust
+0.1%
+$249.28 
BGRN iShares USD Green Bond ETF
+0.07%
+$265.47 
CMF iShares California Muni Bond ETF
+0.06%
+$616.95 
AXP American Express Company
+0.06%
+$147.06 
AMT American Tower Corporation
+0.05%
+$170.82 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.05%
+$200.88 
GRNB VanEck Green Bond ETF
+0.04%
+$95.7 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.04%
+$525.93 
MSI Motorola Solutions, Inc.
+0.04%
+$319.73 
MUB iShares National Muni Bond ETF
+0.03%
+$263.76 
ZBRA Zebra Technologies Corporation
+0.02%
+$61.73 
VTEB Vanguard Tax-Exempt Bond ETF
+0.02%
+$912.88 
SCMB Schwab Municipal Bond ETF
+0.02%
+$57.74 
CSCO Cisco Systems, Inc.
+0.01%
+$54.8 
PNC The PNC Financial Services Group, Inc.
+0.01%
+$24.06 
ACNT Ascent Industries Co.
0%
$0 
NULC Nuveen ESG Large-Cap ETF
0%
$0 
UNP Union Pacific Corporation
-2.59%
-$6,429.12 
XOM Exxon Mobil Corporation
-2.39%
-$12,269.58 
ADP Automatic Data Processing Inc.
-1.03%
-$6,691.23 
LOW Lowe's Companies Inc.
-0.97%
-$2,169.21 
HD The Home Depot, Inc.
-0.77%
-$4,881.3 
UNH UnitedHealth Group Incorporated
-0.65%
-$3,072.29 
PEP PepsiCo, Inc.
-0.61%
-$2,251.5 
NUE Nucor Corporation
-0.56%
-$1,759.74 
ITW Illinois Tool Works Inc.
-0.51%
-$1,560.21 
VZ Verizon Communications Inc.
-0.45%
-$1,048.12 
MCD McDonald's Corporation
-0.43%
-$1,029.86 
BRK-B Berkshire Hathaway Inc.
-0.31%
-$1,996.8 
ORCL Oracle Corporation
-0.26%
-$1,232.01 
PG Procter & Gamble Co
-0.23%
-$540.36 
MCO Moody's Corporation
-0.22%
-$823.68 
MSFT Microsoft Corp.
-0.2%
-$13,986.53 
PWR Quanta Services Inc.
-0.18%
-$603.01 
TYG Tortoise Energy Infrastructure Total Return Fund
-0.15%
-$371.54 
SNDK SanDisk Corporation
-0.12%
-$328.95 
V Visa Inc. Class A
-0.1%
-$1,176.89 
AVGO Broadcom Inc.
-0.05%
-$507.98 
VYM Vanguard High Dividend Yield ETF
-0.05%
-$736.71 
COST Costco Wholesale Corporation
-0.05%
-$567.84 
FLCA Franklin FTSE Canada ETF
-0.03%
-$69.81 
ABT Abbott Laboratories
-0.02%
-$92.4 
SDY SPDR S&P Dividend ETF
-0.01%
-$42.28 
MA Mastercard Incorporated
0%
-$35.72 Events
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Dividends
Dividend Analysis
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| Trades 1167 | Longs Won 841/1167 72% | Profit Factor 17.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $270,639.25 |
| Average Win $91,846.97 | Best Trade (Sep 04) $4.34M | Sharpe Ratio -13.88 |
| Average Loss -$13,407.63 | Worst Trade (Sep 14) -$291,363.93 | Z-Score 13.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 6d | Expectancy $62,444.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 35,183 | $7.56M | $11.86M | - | $4.3M | 56.85% | +0.275% |
| ABT Abbott Laboratories | 3,696 | $426,779.58 | $379,154.16 | - | -$47,625.42 | -11.16% | -0.024% |
| ACNT Ascent Industries Co. | 16,461 | $166,938.78 | $242,799.75 | - | $75,860.97 | 45.44% | 0.0 |
| ADP Automatic Data Processing Inc. | 2,394 | $549,366.69 | $642,609.45 | - | $93,242.76 | 16.97% | -1.031% |
| AMAT Applied Materials, Inc. | 1,088 | $315,066.81 | $494,876.8 | - | $179,809.99 | 57.07% | +2.312% |
| AMD Advanced Micro Devices, Inc. | 533 | $309,625 | $325,588.38 | - | $15,963.38 | 5.16% | +9.117% |
| AMT American Tower Corporation | 1,898 | $409,613.12 | $330,384.86 | - | -$79,228.26 | -19.34% | +0.052% |
| AMZN Amazon.com Inc | 12,194 | $1.67M | $3.12M | - | $1.45M | 86.67% | +0.891% |
| ARCC Ares Capital Corporation | 14,295 | $313,343.77 | $278,466.6 | - | -$34,877.17 | -11.13% | +0.412% |
| ASML ASML Holding N.V. New York Registry Shares | 793 | $595,441.99 | $1.34M | - | $743,641.6 | 124.89% | +0.518% |
| AVGO Broadcom Inc. | 2,746 | $647,308.59 | $981,489.05 | - | $334,180.46 | 51.63% | -0.052% |
| AXP American Express Company | 774 | $250,124.64 | $241,294.5 | - | -$8,830.14 | -3.53% | +0.061% |
| BGRN iShares USD Green Bond ETF | 8,849 | $422,588.81 | $409,089.27 | - | -$13,499.54 | -3.19% | +0.065% |
| BLK BlackRock, Inc. | 390 | $398,200.87 | $418,339.35 | - | $20,138.48 | 5.06% | +0.27% |
| BN Brookfield Corporation | 4,910 | $173,199.55 | $185,303.4 | - | $12,103.85 | 6.99% | +0.613% |
| BND Vanguard Total Bond Market Index Fund | 168,548 | $12.2M | $12.03M | - | -$169,548.92 | -1.39% | +0.253% |
| BNDX Vanguard Total International Bond ETF | 62,904 | $3.04M | $2.97M | - | -$69,505.15 | -2.29% | +0.351% |
| BNY BlackRock New York Municipal Income Trust | 1,558 | $225,302 | $239,854.1 | - | $14,552.1 | 6.46% | +0.104% |
| BRK-B Berkshire Hathaway Inc. | 1,248 | $435,504.64 | $634,196.16 | - | $198,691.52 | 45.62% | -0.314% |
| CHD Church & Dwight Co., Inc. | 3,958 | $393,127.44 | $375,970.42 | - | -$17,157.02 | -4.36% | +0.253% |
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FAQ
Which stocks have generated the highest profits for Ariel Weisbard?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $1.68M, SPDR Portfolio Developed World ex-US ETF - $1.4M, Vanguard Total Bond Market Index Fund - $1.27M, SPDR Portfolio Aggregate Bond ETF - $728,481.76, and Vanguard FTSE Emerging Markets ETF - $715,775.58. 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: The Estée Lauder Companies Inc. Class A - $251,507.78, Nike, Inc. - Class B - $177,326.04, Zebra Technologies Corporation - $77,881.54, Blackstone Inc - $55,040.84, and Intuit Inc - $44,567.31. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ariel Weisbard's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.65M earned over time. The largest contributors to dividend income include SPDR Portfolio Developed World ex-US ETF - $1.28M, Vanguard Total Bond Market Index Fund - $1.22M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.06M, SPDR Portfolio Aggregate Bond ETF - $743,320.97, and iShares International Aggregate Bond Fund - $742,537.22. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ariel Weisbard's monthly returns?
Ariel Weisbard's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Ariel Weisbard's strategy be considered aggressive or moderate?
Ariel Weisbard's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Ariel Weisbard's strategy?
Ariel Weisbard's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
