Michael Puryear Portfolio

Invests via Westwood Wealth Management | Managed by Michael Puryear

Invests via Westwood Wealth Management

Managed by Michael Puryear

Automatically Tracked

Tracking: 0 Updated: Yesterday at 07:27 AM

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.

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.

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:

134.15%

Gain +0.04%

Monthly

1.52%

Yearly

19.83%

Drawdown

24.29%

$352.54M

Equity

Holdings

$352.54M

Investment

$252.17M

$284.66M

Profit +$149,294.53

Realized

$183.31M

Unrealized

$101.35M

Dividends

$3.37M

Goals

Avg. 0% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

Today

Compared To Yesterday

Gain

0.04%

Profit

$149,294.53

Win %

80%

This Week

Compared To Last Week

Gain

0.04%

Profit

$149,294.53

Win %

80%

This Month

Compared to last month

Gain

-3.55%

Profit

-$12.99M

Win %

80%

This Year

Compared to last year

Gain

-74.13%

Profit

-$9.7M

Win %

89%

Gainers
Losers

ARM Arm Holdings plc American Depositary Receipt

+11.27%

+$969,708.05

SOXL Direxion Daily Semiconductor Bull 3X Shares

+4.77%

+$2.41M

AMD Advanced Micro Devices, Inc.

+4.73%

+$294,155.76

GS The Goldman Sachs Group, Inc.

+2.62%

+$14,774.94

TNA Direxion Daily Small Cap Bull 3X Shares

+2.53%

+$42,423.8

JPM JPMorgan Chase & Co.

+2.31%

+$19,246.29

TSLA Tesla, Inc.

+1.82%

+$155,136.8

SMH VanEck Semiconductor ETF

+1.73%

+$147,402.89

ET Energy Transfer L.P.

+1.65%

+$4,805

UNP Union Pacific Corporation

+1.65%

+$10,497.52

BX Blackstone Inc.

+1.58%

+$6,828.25

SPXL Direxion Daily S&P 500 Bull 3X Shares

+1.54%

+$77,800.31

DAL Delta Air Lines, Inc.

+1.5%

+$5,842.49

QLD ProShares Ultra QQQ

+1.3%

+$260,076

JNJ Johnson & Johnson

+1.07%

+$3,439.16

COST Costco Wholesale Corporation

+0.68%

+$1,465.2

IYW iShares U.S. Technology ETF

+0.61%

+$8,598.74

QQQ Invesco QQQ Trust, Series 1

+0.59%

+$21,036.85

VOO Vanguard S&P 500 ETF

+0.55%

+$1,882.34

SPY SPDR S&P 500 ETF Trust

+0.54%

+$5,310.68

GOOGL Alphabet Inc

+0.53%

+$142,042.88

DFUS Dimensional U.S. Equity Market ETF

+0.53%

+$3,190.59

GOOG Alphabet Inc

+0.45%

+$9,403.2

WMT Walmart Inc.

+0.45%

+$933.12

NVDA NVIDIA Corporation

+0.16%

+$180,399.04

MSFT Microsoft Corp.

+0.1%

+$9,624.16

IBB iShares Biotechnology ETF

+0.1%

+$866.95

FDX FedEx Corporation

+0.09%

+$240.25

PANW Palo Alto Networks, Inc.

+0.03%

+$1,287

ORCL Oracle Corporation

+0.02%

+$90.72

LLY Eli Lilly and Company

-2.41%

-$7,266.99

PLTR Palantir Technologies Inc.

-2.36%

-$133,114.2

JOBY Joby Aviation, Inc.

-2.24%

-$6,121.5

AAPL Apple Inc.

-1.52%

-$192,379.5

AMZN Amazon.com Inc

-1.23%

-$84,466.27

UBER Uber Technologies, Inc.

-1.01%

-$17,045

AVGO Broadcom Inc.

-0.91%

-$156,502.63

NOW ServiceNow, Inc.

-0.9%

-$3,185.26

OKLO Oklo Inc.

-0.64%

-$34,480.3

DIS The Walt Disney Company

-0.3%

-$1,171.5

META Meta Platforms Inc Class A

-0.26%

-$38,806.62

SHY iShares 1-3 Year Treasury Bond ETF

-0.02%

-$780.84

Events

Dividends

Dividend Analysis

No Data

Trades 706	Longs Won 349/706 49%	Profit Factor 11.25
Profitability	Shorts Won 0/0 0%	Standard Deviation $3.21M
Average Win $895,228.34	Best Trade (Dec 31) $65.87M	Sharpe Ratio -11.38
Average Loss -$77,801.23	Worst Trade (Jun 30) -$1.69M	Z-Score -9.6 (100%)
Commissions $0	Avg. Trade Length 1y 4m 2w 4d	Expectancy $403,200.64

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%	0.22%	5.55%
Consecutive Losing Trades	4,525	4,072	3,620	3,167	2,715	2,262	1,810	1,357	905	452