Michael Puryear Portfolio
Invests via Westwood Wealth Management | Managed by Michael Puryear
Invests via Westwood Wealth Management
Managed by Michael Puryear
Automatically Tracked
Michael Puryear Profile
With a diverse entrepreneurial background, Michael Puryear has established himself as a significant player in various sectors. He is known for his strategic leadership and commitment to innovation across different business ventures. His experience spans multiple industries, where he has successfully driven growth and transformation initiatives. A recognized figure in the entrepreneurial community, he blends operational expertise with an investment-oriented mindset. Puryear's ability to navigate complex market dynamics makes him an influential operator within his circles, often focusing on scalable solutions that align with evolving consumer demands.
With a diverse entrepreneurial background, Michael Puryear has established himself as a significant player in various sectors. He is known for his strategic leadership and commitment to innovation across different business ventures. His experience spans multiple industries, where he has successfully driven growth and transformation initiatives. A recognized figure in the entrepreneurial community, he blends operational expertise with an investment-oriented mindset. Puryear's ability to navigate complex market dynamics makes him an influential operator within his circles, often focusing on scalable solutions that align with evolving consumer demands.
Investment Philosophy & Strategy
Michael Puryear embodies a transformative leadership style, merging strategic foresight with entrepreneurial agility. His keen insight into market evolution drives his investment acumen, often favoring scalable business models that resonate with emerging consumer trends. By fostering operational excellence and innovation across various sectors, he continually enhances value creation in each venture. This multifaceted approach empowers him to identify lucrative opportunities while championing sustainable growth trajectories. Through a combination of hands-on experience and proactive decision-making, he is well-positioned to capitalize on dynamic market shifts.
Michael Puryear embodies a transformative leadership style, merging strategic foresight with entrepreneurial agility. His keen insight into market evolution drives his investment acumen, often favoring scalable business models that resonate with emerging consumer trends. By fostering operational excellence and innovation across various sectors, he continually enhances value creation in each venture. This multifaceted approach empowers him to identify lucrative opportunities while championing sustainable growth trajectories. Through a combination of hands-on experience and proactive decision-making, he is well-positioned to capitalize on dynamic market shifts.
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:
336.41%
Gain -1.59%
Monthly
2.56%
Yearly
35.37%
Drawdown
39.65%
$349.73M
Equity
Holdings
$349.73M
Investment
$250.77M
$290.69M
Profit -$5.48M
Realized
$191.74M
Unrealized
$98.95M
Dividends
$3.81M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.59%
Profit
-$5.48M
Win %
84%
This Week
Compared To Last Week
Gain
3.77%
Profit
$12.72M
Win %
84%
This Month
Compared to last month
Gain
6.6%
Profit
$21.65M
Win %
84%
This Year
Compared to last year
Gain
1.41%
Profit
$4.87M
Win %
66%
PLTR Palantir Technologies Inc.
+2.79%
+$169,758.51 
PANW Palo Alto Networks, Inc.
+2.15%
+$112,629.86 
MRNA Moderna, Inc.
+1.42%
+$137,898.3 
META Meta Platforms Inc Class A
+1.35%
+$208,711.38 
ET Energy Transfer L.P.
+1.32%
+$4,197.42 
JNJ Johnson & Johnson
+0.68%
+$2,570.48 
UNP Union Pacific Corporation
+0.51%
+$3,127.5 
DIS The Walt Disney Company
+0.48%
+$1,497.37 
JPM JPMorgan Chase & Co.
+0.08%
+$657.28 
TSLA Tesla, Inc.
+0.07%
+$4,906.9 
MSFT Microsoft Corp.
+0.06%
+$6,424.51 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-6.62%
-$1.76M 
EXPE Expedia Group, Inc.
-5.87%
-$13,184.01 
TNA Direxion Daily Small Cap Bull 3X Shares
-4.43%
-$37,469.2 
BX Blackstone Inc.
-2.93%
-$9,347.26 
JOBY Joby Aviation, Inc.
-2.79%
-$7,344 
GOOGL Alphabet Inc
-2.75%
-$710,435.04 
GOOG Alphabet Inc
-2.69%
-$54,944.37 
AVGO Broadcom Inc.
-2.58%
-$416,547.89 
AMZN Amazon.com Inc
-2.3%
-$168,984.82 
AMD Advanced Micro Devices, Inc.
-2.3%
-$181,455.03 
OKLO Oklo Inc.
-2.2%
-$86,543.6 
QLD ProShares Ultra QQQ
-2.12%
-$451,208.25 
SMH VanEck Semiconductor ETF
-1.77%
-$144,654.64 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-1.67%
-$85,114.85 
DAL Delta Air Lines, Inc.
-1.64%
-$6,531.25 
ARM Arm Holdings plc American Depositary Receipt
-1.54%
-$148,052.09 
NVDA NVIDIA Corporation
-1.28%
-$1.63M 
SPCX Space Exploration Technologies Corp. Class A
-1.28%
-$23,779 
FDX FedEx Corporation
-1.14%
-$2,604 
QQQ Invesco QQQ Trust, Series 1
-1.01%
-$36,900.74 
IBB iShares Biotechnology ETF
-0.97%
-$13,464 
IYW iShares U.S. Technology ETF
-0.91%
-$13,471.84 
AAPL Apple Inc.
-0.65%
-$90,101 
UBER Uber Technologies, Inc.
-0.61%
-$10,090.81 
DFUS Dimensional U.S. Equity Market ETF
-0.57%
-$3,598.7 
LLY Eli Lilly and Company
-0.57%
-$1,732.71 
VOO Vanguard S&P 500 ETF
-0.55%
-$2,436.6 
SPY SPDR S&P 500 ETF Trust
-0.54%
-$4,972.43 
SHY iShares 1-3 Year Treasury Bond ETF
-0.2%
-$13,240 
COST Costco Wholesale Corporation
-0.15%
-$288.19 
RVMD Revolution Medicines Inc.
-0.12%
-$843.6 
GS The Goldman Sachs Group, Inc.
-0.11%
-$509.85 Events
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Dividends
Dividend Analysis
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| Trades 745 | Longs Won 410/745 55% | Profit Factor 9.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.95M |
| Average Win $795,521.48 | Best Trade (Dec 31) $65.87M | Sharpe Ratio -10.85 |
| Average Loss -$105,894.03 | Worst Trade (Jun 30) -$1.69M | Z-Score -1.5 (87.1%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 5d | Expectancy $390,186.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% | 3.7% |
| Consecutive Losing Trades | 3,300 | 2,970 | 2,640 | 2,310 | 1,980 | 1,650 | 1,320 | 990 | 660 | 330 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,955 | $9.12M | $13.82M | - | $4.71M | 51.67% | -0.648% |
| AMD Advanced Micro Devices, Inc. | 12,667 | $2.48M | $7.72M | - | $5.24M | 211.91% | -2.297% |
| AMZN Amazon.com Inc | 28,837 | $5.91M | $7.18M | - | $1.27M | 21.57% | -2.298% |
| ARM Arm Holdings plc American Depositary Receipt | 28,860 | $5.12M | $9.47M | - | $4.34M | 84.81% | -1.54% |
| AVGO Broadcom Inc. | 44,290 | $13.69M | $15.73M | - | $2.04M | 14.93% | -2.58% |
| BX Blackstone Inc. | 2,575 | $308,635.88 | $309,978.5 | - | $1,342.62 | 0.44% | -2.927% |
| COST Costco Wholesale Corporation | 220 | $219,214.6 | $197,582 | - | -$21,632.6 | -9.87% | -0.146% |
| DAL Delta Air Lines, Inc. | 4,750 | $315,780 | $392,088.75 | - | $76,308.75 | 24.17% | -1.638% |
| DFUS Dimensional U.S. Equity Market ETF | 7,420 | $386,683.07 | $622,055.7 | - | $235,372.63 | 60.87% | -0.575% |
| DIS The Walt Disney Company | 3,025 | $346,362.5 | $315,552.87 | - | -$30,809.63 | -8.9% | +0.477% |
| ET Energy Transfer L.P. | 15,546 | $300,029.52 | $321,335.82 | - | $21,306.3 | 7.1% | +1.324% |
| EXPE Expedia Group, Inc. | 800 | $204,704 | $211,376 | - | $6,672 | 3.26% | -5.871% |
| FDX FedEx Corporation | 775 | $222,285.5 | $226,749.5 | - | $4,464 | 2.01% | -1.135% |
| GOOG Alphabet Inc | 5,889 | $1.3M | $1.99M | - | $694,832.46 | 53.61% | -2.686% |
| GOOGL Alphabet Inc | 73,544 | $21.13M | $25.12M | - | $3.99M | 18.89% | -2.751% |
| GS The Goldman Sachs Group, Inc. | 495 | $418,765.05 | $469,487.7 | - | $50,722.65 | 12.11% | -0.108% |
| IBB iShares Biotechnology ETF | 6,600 | $1.15M | $1.38M | - | $231,461.95 | 20.19% | -0.968% |
| IYW iShares U.S. Technology ETF | 5,590 | $1.01M | $1.47M | - | $459,274.4 | 45.29% | -0.906% |
| JNJ Johnson & Johnson | 1,397 | $341,892.47 | $378,628.91 | - | $36,736.44 | 10.75% | +0.684% |
| JOBY Joby Aviation, Inc. | 40,800 | $344,697 | $255,408 | - | -$89,289 | -25.9% | -2.795% |
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FAQ
Which stocks have generated the highest profits for Michael Puryear?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $111.72M, Broadcom Inc - $14.75M, Apple Inc - $10.13M, Direxion Daily Semiconductor Bull 3X Shares - $9.74M, and Oklo Inc - $9.66M. 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: PayPal Holdings Inc - $2.71M, Block, Inc - $2.07M, Nike, Inc. - Class B - $1.26M, General Motors Company - $1.02M, and The Walt Disney Company - $961,339.22. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Puryear's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.81M earned over time. The largest contributors to dividend income include Apple Inc - $603,247.31, Microsoft Corp - $367,394.25, Broadcom Inc - $232,264.78, NVIDIA Corporation - $194,246.95, and Union Pacific Corporation - $140,283. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Puryear's monthly returns?
Michael Puryear's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Michael Puryear's strategy be considered aggressive or moderate?
Michael Puryear's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Michael Puryear's strategy?
Michael Puryear's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
