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:
29.66%
Gain 0%
Monthly
0.73%
Yearly
9.18%
Drawdown
13.92%
$255.91M
Equity
Holdings
$255.91M
Investment
$193.61M
$67.28M
Profit +$1,473.46
Realized
$4.1M
Unrealized
$63.18M
Dividends
$10.03M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.004%
Profit
$1,473.46
Win %
73%
This Week
Compared To Last Week
Gain
0.001%
Profit
$1,473.46
Win %
73%
This Month
Compared to last month
Gain
-0.76%
Profit
-$1.96M
Win %
73%
This Year
Compared to last year
Gain
8.08%
Profit
$19.14M
Win %
73%
QCOM QUALCOMM Incorporated
+4.32%
+$11,475.59 
PWR Quanta Services Inc.
+3.58%
+$12,567.31 
ZBRA Zebra Technologies Corporation
+2.69%
+$5,130.84 
AMAT Applied Materials, Inc.
+2.64%
+$14,317.79 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+2.57%
+$13,636.8 
JPM JPMorgan Chase & Co.
+2.31%
+$16,694.09 
USB U.S. Bancorp
+2.27%
+$5,539.99 
AXP American Express Company
+2.18%
+$5,198.61 
SYK Stryker Corporation
+2.15%
+$10,909.28 
NUE Nucor Corporation
+2.09%
+$6,937.88 
PRU Prudential Financial, Inc.
+1.87%
+$3,556.13 
WELL Welltower Inc.
+1.69%
+$6,322.56 
ACN Accenture plc Class A
+1.65%
+$2,594.4 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$4,099.44 
BX Blackstone Inc.
+1.58%
+$2,555.58 
BLK BlackRock, Inc.
+1.52%
+$5,875.01 
GLW Corning Incorporated
+1.5%
+$8,792.7 
MCO Moody's Corporation
+1.36%
+$4,848.12 
TXN Texas Instruments Inc
+1.35%
+$6,448.06 
ITW Illinois Tool Works Inc.
+1.17%
+$3,409.11 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$67,481.6 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.13%
+$18,016.96 
ICE Intercontinental Exchange, Inc.
+1.11%
+$2,349.8 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$34,385.91 
JNJ Johnson & Johnson
+1.07%
+$4,196.08 
V Visa Inc. Class A
+1.05%
+$10,100.23 
NUSC Nuveen ESG Small-Cap ETF
+1.01%
+$3,895.81 
SCHH Schwab U.S. REIT ETF
+1%
+$3,543.84 
ARCC Ares Capital Corporation
+1%
+$3,387.7 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$13,525.05 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.99%
+$14,903.4 
IWD iShares Russell 1000 Value ETF
+0.98%
+$2,545.05 
VO Vanguard Mid-Cap ETF
+0.97%
+$7,487.45 
USXF iShares ESG Aware MSCI USA ETF
+0.97%
+$17,887.39 
USRT iShares Core U.S. REIT ETF
+0.94%
+$2,717.46 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.9%
+$13,917.12 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+0.89%
+$2,300.64 
MKL Markel Group Inc.
+0.87%
+$21,664 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$78,704.55 
PG Procter & Gamble Co
+0.86%
+$1,849.12 
SCHE Schwab Emerging Markets Equity ETF
+0.84%
+$12,021 
SDY SPDR S&P Dividend ETF
+0.83%
+$4,065 
BKNG Booking Holdings Inc.
+0.82%
+$1,586.25 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$11,127.01 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$1,706.04 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$33,423.9 
NULC Nuveen ESG Large-Cap ETF
+0.76%
+$4,980.69 
UNH UnitedHealth Group Incorporated
+0.73%
+$3,183.84 
HD The Home Depot, Inc.
+0.73%
+$4,848.06 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.73%
+$1,771.96 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$2,936.64 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$3,191.95 
MA Mastercard Incorporated
+0.71%
+$5,895.53 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$4,740.2 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.71%
+$6,670.08 
VB Vanguard Small-Cap ETF
+0.7%
+$3,122.94 
COST Costco Wholesale Corporation
+0.68%
+$8,844.45 
FLCA Franklin FTSE Canada ETF
+0.65%
+$1,582.36 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$8,811 
SUSL iShares ESG MSCI USA Leaders ETF
+0.57%
+$11,621.64 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$27,742.02 
EWU iShares MSCI United Kingdom ETF
+0.55%
+$1,497.6 
IVV iShares Core S&P 500 ETF
+0.55%
+$13,382.55 
VOO Vanguard S&P 500 ETF
+0.55%
+$18,287.67 
GOOGL Alphabet Inc
+0.53%
+$19,426.61 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$3,983.75 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$962.29 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.53%
+$3,691.84 
ESGV Vanguard ESG U.S. Stock ETF
+0.52%
+$9,593.98 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.51%
+$31,727.58 
CHD Church & Dwight Co., Inc.
+0.49%
+$1,720.79 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$14,195.16 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$22,080.52 
CTO CTO Realty Growth, Inc.
+0.48%
+$1,322.5 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$4,481.6 
MSI Motorola Solutions, Inc.
+0.46%
+$3,471.28 
GOOG Alphabet Inc
+0.45%
+$19,201.6 
WMT Walmart Inc.
+0.45%
+$1,622.7 
VXF Vanguard Extended Market ETF
+0.44%
+$17,286.15 
VSGX Vanguard ESG International Stock ETF
+0.44%
+$4,244.41 
QUS SPDR MSCI USA StrategicFactors ETF
+0.42%
+$1,233.18 
VOTE TCW Transform 500 ETF
+0.42%
+$31,702.92 
ESG FlexShares STOXX US ESG Select Fund
+0.4%
+$886.46 
BN Brookfield Corporation
+0.4%
+$1,215.01 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$17,368.56 
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$2,562.19 
PEP PepsiCo, Inc.
+0.38%
+$1,439.1 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$46,291.68 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
+0.32%
+$10,622.2 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$59,784.82 
SCHF Schwab International Equity ETF
+0.29%
+$1,995.12 
XOM Exxon Mobil Corporation
+0.28%
+$1,282.43 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$21,847.78 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.25%
+$4,881.5 
EMXF iShares ESG Aware MSCI EM ETF
+0.23%
+$10,824.17 
LDEM iShares ESG MSCI EM Leaders ETF
+0.22%
+$2,229.58 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.2%
+$16,314.39 
ADP Automatic Data Processing Inc.
+0.2%
+$768.7 
BNDX Vanguard Total International Bond ETF
+0.17%
+$15,858.72 
NVDA NVIDIA Corporation
+0.16%
+$3,400.64 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$184.15 
MSFT Microsoft Corp.
+0.1%
+$3,453.51 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$368.24 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$147.2 
IAGG iShares International Aggregate Bond Fund
+0.02%
+$1,976.56 
ORCL Oracle Corporation
+0.02%
+$88.11 
MCD McDonald's Corporation
+0.01%
+$38.97 
SCMB Schwab Municipal Bond ETF
0%
$0 
SYNL Synalloy Corp
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$27,167.35 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$27,953.49 
ABT Abbott Laboratories
-1.64%
-$4,993.59 
AAPL Apple Inc.
-1.52%
-$139,113 
MRK Merck & Co., Inc.
-1.42%
-$5,909.75 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$5,732.24 
AMZN Amazon.com Inc
-1.23%
-$35,807 
NFLX Netflix, Inc.
-1.14%
-$3,124.8 
AMT American Tower Corporation
-1.12%
-$3,949.04 
IBM International Business Machines Corporation
-0.95%
-$6,290.15 
AVGO Broadcom Inc.
-0.91%
-$7,458.51 
EW Edwards Lifesciences Corporation
-0.76%
-$6,106.1 
CSCO Cisco Systems, Inc.
-0.6%
-$3,966.83 
META Meta Platforms Inc Class A
-0.26%
-$1,413.76 
FLMB Franklin Municipal Green Bond ETF
-0.15%
-$297.12 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$691.86 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$14,024.43 
LOW Lowe's Companies Inc.
-0.12%
-$305.91 
VHT Vanguard Health Care ETF
-0.12%
-$690.54 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$2,625.24 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$5,934.08 
INTU Intuit Inc.
-0.07%
-$85.86 
NUMG Nuveen ESG Mid-Cap Growth ETF
-0.07%
-$126.63 
BGRN iShares USD Green Bond ETF
-0.04%
-$227.22 
CMF iShares California Muni Bond ETF
-0.04%
-$673.3 
MUB iShares National Muni Bond ETF
-0.01%
-$59.98 Events
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Dividends
Dividend Analysis
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| Trades 941 | Longs Won 672/941 71% | Profit Factor 24.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $285,071.08 |
| Average Win $104,341.42 | Best Trade (Jun 14) $4.05M | Sharpe Ratio -25.69 |
| Average Loss -$10,731.25 | Worst Trade (Sep 29) -$212,622.35 | Z-Score 13.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 5d | Expectancy $71,497.82 |
| 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 | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
Hover over the desired column for a detailed explanation.
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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