Leslie D. Thompson Portfolio
Invests via Spectrum Wealth Counsel, LLC | Managed by Leslie D. Thompson, Robert Phillips
Invests via Spectrum Wealth Counsel, LLC
Managed by Leslie D. Thompson, Robert Phillips
Automatically Tracked
Leslie D. Thompson Profile
Veteran investment executive with a background in risk management, portfolio construction and fixed-income trading. Leslie D. Thompson combines operational leadership at asset managers and strategic oversight of multi-asset portfolios, with experience in trading systems and regulatory compliance. She is known for aligning investment processes with performance attribution and liquidity management, advising on capital allocation, product structuring and governance for institutional clients and pension funds.
Veteran investment executive with a background in risk management, portfolio construction and fixed-income trading. Leslie D. Thompson combines operational leadership at asset managers and strategic oversight of multi-asset portfolios, with experience in trading systems and regulatory compliance. She is known for aligning investment processes with performance attribution and liquidity management, advising on capital allocation, product structuring and governance for institutional clients and pension funds.
Investment Philosophy & Strategy
Focuses on disciplined, risk-aware capital allocation across multi-asset portfolios, blending fixed-income trading expertise with robust portfolio construction and liquidity management. Emphasizes process-driven underwriting, scenario-based stress testing and clear performance attribution to align incentives and governance. Prefers durable income-generating instruments and liquid hedges while allocating to opportunistic, relative-value ideas where trading edge and execution lower transaction costs. Time horizon balances long-term liability matching for institutional clients with tactical tilts; decision-making is evidence-based, transparent and oriented to regulatory and operational resilience.
Focuses on disciplined, risk-aware capital allocation across multi-asset portfolios, blending fixed-income trading expertise with robust portfolio construction and liquidity management. Emphasizes process-driven underwriting, scenario-based stress testing and clear performance attribution to align incentives and governance. Prefers durable income-generating instruments and liquid hedges while allocating to opportunistic, relative-value ideas where trading edge and execution lower transaction costs. Time horizon balances long-term liability matching for institutional clients with tactical tilts; decision-making is evidence-based, transparent and oriented to regulatory and operational resilience.
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:
59.35%
Gain -0.65%
Monthly
1.4%
Yearly
18.16%
Drawdown
17.74%
$1.11B
Equity
Holdings
$1.11B
Investment
$741.14M
$399.28M
Profit -$6.29M
Realized
$25.72M
Unrealized
$373.56M
Dividends
$43.16M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.65%
Profit
-$6.29M
Win %
70%
This Week
Compared To Last Week
Gain
-0.9%
Profit
-$10.09M
Win %
70%
This Month
Compared to last month
Gain
0.92%
Profit
$10.13M
Win %
70%
This Year
Compared to last year
Gain
10.36%
Profit
$104.6M
Win %
70%
DKS Dick's Sporting Goods, Inc.
+3.76%
+$217,178.1 
NI NiSource Inc.
+3.06%
+$14,143.5 
BP BP p.l.c. Sponsored ADR
+2.96%
+$717.5 
FANG Diamondback Energy Inc
+2.86%
+$5.6 
TTE TotalEnergies SE
+2.75%
+$60.75 
SLB Schlumberger Limited
+2.7%
+$52.2 
EOG EOG Resources, Inc.
+2.62%
+$92 
COKE Coca-Cola Consolidated Inc.
+2.4%
+$67,228 
DVN Devon Energy Corporation
+2.31%
+$34.2 
SHEL Shell plc
+2.28%
+$525.03 
RIG Transocean Ltd.
+2.27%
+$13 
OXY Occidental Petroleum Corporation
+2.23%
+$1,382.1 
MSI Motorola Solutions, Inc.
+2.17%
+$138.46 
PM Philip Morris International Inc.
+2.08%
+$1,660 
CVX Chevron Corporation
+1.9%
+$2,828.79 
CMCSA Comcast Corp
+1.88%
+$26.25 
SO The Southern Company
+1.73%
+$622.63 
EPD Enterprise Products Partners L.P.
+1.73%
+$369 
TJX The TJX Companies, Inc.
+1.73%
+$295,240 
AM Antero Midstream Corporation
+1.61%
+$160 
USB U.S. Bancorp
+1.59%
+$809.77 
MDLZ Mondelez International, Inc.
+1.55%
+$24.5 
NEM Newmont Corporation
+1.52%
+$80.96 
IGE iShares North American Natural Resources ETF
+1.51%
+$10,029.32 
XOM Exxon Mobil Corporation
+1.5%
+$166,414.01 
KO The Coca-Cola Company
+1.41%
+$6,767.8 
KMPR Kemper Corporation
+1.41%
+$993.2 
GD General Dynamics Corporation
+1.4%
+$532.8 
ET Energy Transfer L.P.
+1.38%
+$22 
MO Altria Group, Inc.
+1.38%
+$40.8 
USAC Usa Compression Partners L.P.
+1.31%
+$78 
COST Costco Wholesale Corporation
+1.28%
+$678.78 
ECC Eagle Point Credit Company Inc.
+1.21%
+$7.53 
TPL Texas Pacific Land Corporation
+1.19%
+$49.32 
DBC Invesco DB Commodity Index Tracking Fund
+1.19%
+$142.59 
ZTS Zoetis Inc.
+1.17%
+$6.41 
MRK Merck & Co., Inc.
+1.16%
+$28.64 
JPM JPMorgan Chase & Co.
+1.14%
+$217,808.27 
XLU Utilities Select Sector SPDR Fund
+1.13%
+$71.44 
FE FirstEnergy Corp.
+1.12%
+$30.6 
NEE NextEra Energy, Inc.
+1.11%
+$1,408 
GE General Electric Company
+1.09%
+$2,178.99 
C Citigroup Inc.
+1.08%
+$26.6 
DOW Dow Inc.
+1.08%
+$40.96 
TFC Truist Financial Corporation
+1.07%
+$30 
PKG Packaging Corporation of America
+1.05%
+$47,679.45 
YUMC Yum China Holdings Inc.
+1.05%
+$9.4 
VALE Vale S.A.
+1.04%
+$13.5 
VZ Verizon Communications Inc.
+1.04%
+$818.34 
BHP BHP Group Ltd.
+1.01%
+$33.6 
AVA Avista Corp.
+0.97%
+$21 
BLK BlackRock, Inc.
+0.96%
+$111,099.45 
WFC Wells Fargo & Company
+0.95%
+$6,974.73 
HUMA Humacyte, Inc.
+0.93%
+$0.82 
GABC German American Bancorp Inc.
+0.91%
+$1,701 
O Realty Income Corporation
+0.9%
+$50 
NXPI NXP Semiconductors N.V.
+0.89%
+$12.36 
PG Procter & Gamble Co
+0.88%
+$2,283.9 
PNC The PNC Financial Services Group, Inc.
+0.86%
+$12.91 
ITA iShares U.S. Aerospace & Defense ETF
+0.85%
+$33.44 
GM General Motors Company
+0.85%
+$14.91 
VDC VANGUARD CONSUMER STAPLES ETF
+0.83%
+$141.12 
CMI Cummins Inc.
+0.83%
+$87,419.6 
LOW Lowe's Companies Inc.
+0.82%
+$130.41 
CTVA Corteva Inc.
+0.81%
+$15.02 
FERG Ferguson Enterprises Inc
+0.81%
+$11.16 
LLY Eli Lilly and Company
+0.81%
+$228,479.44 
AMLP Alerian MLP ETF
+0.8%
+$76,468.32 
HD The Home Depot, Inc.
+0.8%
+$64,745.98 
NKE Nike, Inc. - Class B
+0.75%
+$3.36 
LFVN LifeVantage Corporation
+0.75%
+$0.9 
WMT Walmart Inc.
+0.74%
+$1,205.82 
SCHD Schwab U.S. Dividend Equity ETF
+0.73%
+$35,664.54 
VAW Vanguard Materials ETF
+0.73%
+$24.52 
AAPL Apple Inc.
+0.72%
+$297,977.62 
HON Honeywell International Inc.
+0.72%
+$60.48 
SPLV Invesco S&P 500 Low Volatility ETF
+0.68%
+$7.5 
FISV Fiserv, Inc.
+0.67%
+$1,430.1 
PSA Public Storage Common Stock
+0.65%
+$193 
IAT iShares U.S. Regional Banks ETF
+0.63%
+$4,251.24 
JNJ Johnson & Johnson
+0.61%
+$232.5 
IAK iShares U.S. Insurance ETF
+0.6%
+$61,881.24 
AFL Aflac Inc.
+0.6%
+$54,081.18 
T AT&T Inc.
+0.6%
+$1,135.68 
BRK-A Berkshire Hathaway Inc.
+0.58%
+$4,604.01 
FIDI Fidelity International High Dividend ETF
+0.58%
+$47.52 
ISRG Intuitive Surgical, Inc.
+0.57%
+$1,036.35 
V Visa Inc. Class A
+0.56%
+$92,070.14 
ABBV AbbVie Inc.
+0.56%
+$53,598.72 
KVUE Kenvue Inc.
+0.56%
+$5.78 
ING ING Groep N.V. Sponsored ADR
+0.54%
+$18 
AMCR Amcor plc
+0.53%
+$4.6 
BRK-B Berkshire Hathaway Inc.
+0.48%
+$64,972.24 
CB Chubb Limited
+0.46%
+$8.1 
ITW Illinois Tool Works Inc.
+0.45%
+$21,216.14 
APD Air Products and Chemicals, Inc.
+0.42%
+$7.44 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.35%
+$1,917.48 
BNY BlackRock New York Municipal Income Trust
+0.34%
+$135.73 
PYPL PayPal Holdings Inc
+0.34%
+$0.78 
IEV iShares Europe ETF
+0.34%
+$24 
DIS The Walt Disney Company
+0.33%
+$276.39 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+0.33%
+$656.37 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.31%
+$20.58 
PFE Pfizer Inc.
+0.31%
+$9 
SPG Simon Property Group, Inc.
+0.27%
+$23,011.56 
EFV iShares MSCI EAFE Value ETF
+0.27%
+$48,286.14 
GEV GE Vernova Inc.
+0.22%
+$321.18 
MCD McDonald's Corporation
+0.21%
+$702.27 
VYM Vanguard High Dividend Yield ETF
+0.2%
+$1.64 
ABT Abbott Laboratories
+0.2%
+$805.03 
XLF Financial Select Sector SPDR Fund
+0.16%
+$28,924.83 
BAC Bank of America Corporation
+0.15%
+$2.4 
WRB W.R. Berkley Corporation
+0.15%
+$46.8 
USRT iShares Core U.S. REIT ETF
+0.14%
+$593.74 
PAG Penske Automotive Group Inc.
+0.13%
+$1.89 
RPV Invesco S&P 500 Pure Value ETF
+0.12%
+$25.05 
GDX VanEck Gold Miners ETF
+0.1%
+$220.96 
IEFA iShares Core MSCI EAFE ETF
+0.1%
+$17,937.1 
FRME First Merchants Corporation
+0.08%
+$41.4 
OGN Organon & Co.
+0.07%
+$0.31 
CBZ CBIZ Inc.
+0.07%
+$82.36 
STIP iShares 0-5 Year TIPS Bond ETF
+0.07%
+$33.53 
IBTH iShares iBonds Dec 2027 Term
+0.07%
+$77.06 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.06%
+$3.2 
SNY Sanofi American Depositary Receipt
+0.06%
+$0.62 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$322.83 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.06%
+$321.3 
FCX Freeport-McMoRan Inc.
+0.06%
+$1.8 
MOS Mosaic Company
+0.05%
+$0.6 
LKQ LKQ Corporation
+0.04%
+$0.25 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$50.07 
IUSV iShares Core S&P U.S. Value ETF
+0.04%
+$1,506.87 
SHV iShares Short Treasury Bond ETF
+0.04%
+$5.72 
GSY Invesco Ultra Short Duration ETF
+0.03%
+$4.02 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$9.04 
TIP iShares TIPS Bond ETF
+0.03%
+$63.36 
IBTI iShares iBonds Dec 2028 Term ETF
+0.02%
+$25.98 
SBUX Starbucks Corporation
+0.02%
+$8 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$103.52 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$138.33 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.02%
+$2.81 
ANSS Ansys, Inc.
0%
$0 
DFS Discover Financial Services
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
HOLX Hologic Inc.
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
IBTF iShares iBonds Dec 2025 Term Treasury ETF
0%
$0 
IBDQ iShares iBonds Dec 2025 Term Corporate ETF
0%
$0 
IBTJ iShares iBonds Dec 2029 Term Fund
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 GOLD
GOLD
0%
$0 HIMU
HIMU
0%
$0 LAC
LAC
0%
$0 
BOE BlackRock Enhanced Global Dividend Trust
0%
$0 G364
G3643J108
0%
$0 
FTNT Fortinet Inc.
-7.8%
-$273,469.68 
CRWD CrowdStrike Holdings, Inc.
-7.22%
-$282.4 
TEM Tempus AI, Inc.
-6.99%
-$19.88 
RKLB Rocket Lab Corporation
-6.24%
-$6,900 
AREC American Resources Corporation
-5.83%
-$140 
OKLO Oklo Inc.
-5.76%
-$43.25 
ASTS AST SpaceMobile, Inc.
-5.3%
-$32.97 
NOW ServiceNow, Inc.
-4.91%
-$4,015 
CORZ Core Scientific, Inc.
-4.84%
-$287 
IGV iShares Expanded Tech-Software Sector ETF
-4.61%
-$667.26 
ARKK ARK Innovation ETF Fund
-3.7%
-$9.51 
ANET Arista Networks, Inc.
-3.68%
-$214,338.77 
LRCX Lam Research Corporation
-3.47%
-$38.48 
QS QuantumScape Corp
-3.31%
-$25.48 
CRSP Crispr Therapeutics AG
-3.19%
-$6.58 
AVGO Broadcom Inc.
-3.15%
-$634,713.57 
JBL Jabil Inc.
-3.12%
-$122,862.23 
SOUN SoundHound AI Inc.
-2.96%
-$145 
HPQ HP Inc.
-2.8%
-$270.75 
DELL Dell Technologies Inc.
-2.76%
-$156.6 
META Meta Platforms Inc Class A
-2.75%
-$499,716.34 
CRM Salesforce Inc
-2.6%
-$25.7 
IGM iShares Expanded Tech Sector ETF
-2.57%
-$140,461.38 
NFLX Netflix, Inc.
-2.53%
-$53,728.8 
JAZZ Jazz Pharmaceuticals plc
-2.52%
-$81.22 
BRSP BrightSpire Capital Inc.
-2.51%
-$55.1 
HIMS Hims & Hers Health, Inc.
-2.48%
-$21.9 
IBB iShares Biotechnology ETF
-2.38%
-$741 
SOXX iShares Semiconductor ETF
-2.32%
-$3,579.01 
XLK State Street Technology Select Sector SPDR ETF
-2.18%
-$1.31M 
MSFT Microsoft Corp.
-2.06%
-$575,504.46 
IXN iShares Global Tech ETF
-1.99%
-$2,301.12 
MTUM iShares MSCI USA Momentum Factor ETF
-1.99%
-$161,562.55 
KEYS Keysight Technologies, Inc.
-1.98%
-$249.94 
IYW iShares U.S. Technology ETF
-1.96%
-$248,299.75 
CSCO Cisco Systems, Inc.
-1.92%
-$763.82 
GEN Gen Digital Inc.
-1.89%
-$18.8 
GOOGL Alphabet Inc
-1.89%
-$414,922.92 
BIDU Baidu Inc.
-1.83%
-$4.53 
ICVT iShares Convertible Bond ETF
-1.79%
-$8,641.33 
CODI Compass Diversified Holdings
-1.79%
-$11.4 
GOOG Alphabet Inc
-1.78%
-$23,087.1 
TSLA Tesla, Inc.
-1.75%
-$3,481.5 
QQQ Invesco QQQ Trust, Series 1
-1.74%
-$1,263 
DE Deere & Company
-1.67%
-$32.52 
URA Global X Uranium ETF
-1.66%
-$80.4 
VOT Vanguard Mid-Cap Growth ETF
-1.64%
-$255.19 
EW Edwards Lifesciences Corporation
-1.62%
-$4,415.83 
GDDY Godaddy Inc.
-1.59%
-$6.84 
OBDC Blue Owl Capital Corporation
-1.59%
-$63.03 
WSO Watsco Inc.
-1.58%
-$54,934.22 
IWF iShares Russell 1000 Growth ETF
-1.57%
-$2,464.8 
VONG Vanguard Russell 1000 Growth Fund
-1.55%
-$3,304.62 
CNC Centene Corporation
-1.52%
-$44.94 
RMD ResMed Inc.
-1.51%
-$18.27 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-1.48%
-$26.52 
VUG Vanguard Growth ETF
-1.48%
-$95,783.94 
PALL abrdn Physical Palladium Shares ETF
-1.43%
-$14.75 
TOST Toast Inc.
-1.43%
-$13.8 
ESGE iShares ESG Aware MSCI EM ETF
-1.43%
-$1,038.22 
IWM iShares Russell 2000 ETF
-1.43%
-$8,247.65 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.41%
-$157,873.42 
LAR Lithium Argentina AG
-1.36%
-$88.4 
AMZN Amazon.com Inc
-1.36%
-$196,212.57 
ACB Aurora Cannabis Inc.
-1.34%
-$0.11 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.32%
-$162,775.33 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.3%
-$6,285.68 
AIT Applied Industrial Technologies Inc.
-1.27%
-$15,149.48 
MP MP Materials Corp.
-1.25%
-$75.4 
IEMG iShares Core MSCI Emerging Markets ETF
-1.24%
-$159,992.11 
MELI MercadoLibre, Inc.
-1.24%
-$22.99 
XLC Communication Services Select Sector SPDR Fund
-1.24%
-$160,247.54 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.23%
-$3,456.39 
TMO Thermo Fisher Scientific Inc.
-1.23%
-$7,181.83 
DXCM DexCom, Inc.
-1.21%
-$5.33 
SCHA Schwab U.S. Small-Cap ETF
-1.2%
-$54.6 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.16%
-$209.44 
EMN Eastman Chemical Company
-1.16%
-$14.8 
PTLO Portillo's Inc.
-1.15%
-$55 
OCSL Oaktree Specialty Lending Corporation
-1.15%
-$10.12 
BABA Alibaba Group Holding Limited SP ADR
-1.14%
-$26.57 
EXEL Exelixis Inc.
-1.13%
-$35.5 
SPEM SPDR Portfolio Emerging Markets ETF
-1.12%
-$28.18 
GNRC Generac Holdings Inc.
-1.12%
-$19.98 
TGT Target Corporation
-1.12%
-$61.25 
A Agilent Technologies Inc.
-1.12%
-$125.44 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.1%
-$95.59 
VB Vanguard Small-Cap ETF
-1.1%
-$41.08 
VWO Vanguard FTSE Emerging Markets ETF
-1.04%
-$30.5 
VRTX Vertex Pharmaceuticals Incorporated
-1.02%
-$1,281.93 
IBIT iShares Bitcoin Trust
-1.02%
-$2,460.03 
PFF iShares Preferred and Income Securities ETF
-0.96%
-$3.08 
XFLT XAI Octagon Floating Rate & Alternative Income Trust
-0.92%
-$6.12 
XLG Invesco S&P 500 Top 50 ETF
-0.9%
-$1,056.28 
CSWC Capital Southwest Corporation
-0.89%
-$48.3 
ETH Ethan Allen Interiors Inc
-0.85%
-$108.2 
OEF iShares S&P 100 ETF
-0.85%
-$46,647.34 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.84%
-$14,639.92 
IWR iShares Russell Mid-Cap ETF
-0.83%
-$2,580.76 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.81%
-$1,053.53 
MLI Mueller Industries Inc.
-0.81%
-$36,337.42 
NLY Annaly Capital Management, Inc.
-0.79%
-$394.69 
ESGU iShares ESG Aware MSCI USA ETF
-0.78%
-$2,748.35 
IWN iShares Russell 2000 Value ETF
-0.78%
-$21.32 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.77%
-$83,157.19 
CMCO Columbus McKinnon Corporation
-0.77%
-$2.53 
VOO Vanguard S&P 500 ETF
-0.76%
-$1,054.95 
IJR iShares Core S&P Small-Cap ETF
-0.76%
-$4,029.52 
THRO iShares U.S. Thematic Rotation Active ETF
-0.76%
-$2,595.91 
ODFL Old Dominion Freight Line, Inc.
-0.75%
-$7.1 
ETHE Grayscale Ethereum Trust ETF
-0.74%
-$84.53 
IVV iShares Core S&P 500 ETF
-0.74%
-$816,468.52 
SPY SPDR S&P 500 ETF Trust
-0.73%
-$1.18M 
MDY SPDR S&P MidCap 400 ETF Trust
-0.72%
-$7,342.87 
SLRC SLR Investment Corp.
-0.69%
-$115.36 
UPS United Parcel Service, Inc.
-0.68%
-$74.58 
RJF Raymond James Financial Inc.
-0.67%
-$18,040.05 
IJH iShares Core S&P Mid-Cap ETF
-0.66%
-$352.8 
QUAL iShares MSCI USA Quality Factor ETF
-0.61%
-$178,652.04 
EVLV Evolv Technologies Holdings, Inc.
-0.6%
-$1,000 
PDI Pimco Dynamic Income Fund
-0.59%
-$25.5 
IBM International Business Machines Corporation
-0.58%
-$33,770.16 
PAYX Paychex Inc.
-0.55%
-$14,629.63 
GS The Goldman Sachs Group, Inc.
-0.53%
-$96,082.71 
GPK Graphic Packaging Holding Company
-0.52%
-$2.7 
WBS Webster Financial Corporation
-0.51%
-$10 
BOOT Boot Barn Holdings, Inc.
-0.5%
-$4.8 
FHLC Fidelity MSCI Health Care Index ETF
-0.49%
-$1,530.9 
SLV iShares Silver Trust
-0.46%
-$428.64 
UNP Union Pacific Corporation
-0.45%
-$696.91 
IJS iShares S&P Small-Cap 600 Value ETF
-0.45%
-$3,425.18 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.44%
-$60 
HYDB iShares High Yield Systematic Bond ETF
-0.42%
-$1,022.77 
RFIX Simplify Bond Bull ETF
-0.42%
-$139.5 
AAAU Goldman Sachs Physical Gold ETF
-0.41%
-$93.5 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.39%
-$5,411.88 
NVDA NVIDIA Corporation
-0.39%
-$71,604 
IAU iShares Gold Trust
-0.38%
-$62,937 
GLDM SPDR Gold MiniShares Trust
-0.37%
-$18.6 
GLD SPDR Gold Shares
-0.37%
-$882.3 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.35%
-$166.97 
FCPI Fidelity Stocks for Inflation ETF
-0.35%
-$66.2 
OUNZ VanEck Merk Gold Trust
-0.34%
-$1,341.63 
RDVI FT Vest Rising Dividend Achievers Fund
-0.34%
-$100,837.27 
TLH iShares 10-20 Year Treasury Bond ETF
-0.34%
-$11,285.71 
USMV iShares MSCI USA Min Vol Factor ETF
-0.32%
-$807.04 
ROP Roper Technologies Inc.
-0.31%
-$4.76 
WSM Williams-Sonoma, Inc.
-0.3%
-$19,479.19 
EFG iShares MSCI EAFE Growth ETF
-0.3%
-$31,011.74 
MS Morgan Stanley
-0.29%
-$32,325.3 
IXUS iShares Core International Stock ETF
-0.29%
-$3,174.93 
IMTB iShares Core 5-10 Year USD Bond ETF
-0.29%
-$1,347.6 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.28%
-$0.56 
MBB iShares MBS ETF
-0.28%
-$14,163.47 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.28%
-$118.22 
IYH iShares U.S. Healthcare ETF
-0.26%
-$63.37 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.25%
-$50.22 
VST Vistra Corp
-0.25%
-$3.46 
OXLCG Oxford Lane Capital Corp. 7.95% Notes due 2032
-0.25%
-$68.33 
IGEB iShares Investment Grade Corporate Bond ETF
-0.24%
-$761.77 
PRF Invesco FTSE RAFI US 1000 ETF
-0.24%
-$6,791.98 
KWR Quaker Chemical Corporation
-0.24%
-$3.8 
CC Chemours Co.
-0.23%
-$1.8 
FDRR Fidelity Dividend ETF for Rising Rates
-0.22%
-$19.68 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.22%
-$71.17 
SIVR abrdn Physical Silver Shares ETF
-0.22%
-$49.68 
FBND Fidelity Total Bond ETF
-0.22%
-$30.3 
ELV Elevance Health, Inc.
-0.2%
-$828.95 
DD DuPont de Nemours, Inc.
-0.19%
-$25.98 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.19%
-$699.48 
MUB iShares National Muni Bond ETF
-0.18%
-$2,315.34 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
-0.17%
-$81.64 
IAGG iShares International Aggregate Bond Fund
-0.17%
-$522.92 
GDXJ VanEck Junior Gold Miners ETF
-0.16%
-$16.2 
XLV Health Care Select Sector SPDR Fund
-0.16%
-$278.98 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.16%
-$76.41 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.16%
-$9.2 
IUSB iShares Core Universal USD Bond ETF
-0.16%
-$31,569.65 
GL Globe Life Inc.
-0.15%
-$2 
IWD iShares Russell 1000 Value ETF
-0.14%
-$433.25 
UTZ Utz Brands, Inc.
-0.14%
-$1 
ABNB Airbnb, Inc.
-0.13%
-$23 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.13%
-$5,199.84 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$1,185.6 
IBTL iShares iBonds Dec 2031 Term Fund
-0.1%
-$49.08 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.1%
-$45.65 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.1%
-$508.76 
MA Mastercard Incorporated
-0.1%
-$238 
TDY Teledyne Technologies Incorporated
-0.09%
-$136.79 
ITB iShares U.S. Home Construction ETF
-0.08%
-$19.74 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.07%
-$2.6 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.07%
-$363.21 
CW Curtiss-Wright Corporation
-0.07%
-$214.32 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.07%
-$76.04 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.07%
-$339.86 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$95.37 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.05%
-$25.42 
IWX iShares Russell Top 200 Value ETF
-0.05%
-$22.33 
XLI Industrial Select Sector SPDR Fund
-0.04%
-$5,223 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.03%
-$71.94 
PLTM GraniteShares Platinum Trust
-0.03%
-$0.59 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$5.93 
VIG Vanguard Dividend Appreciation ETF
-0.03%
-$20.58 
BA Boeing Company
-0.03%
-$17.7 
CAT Caterpillar Inc.
-0.02%
-$15.5 
BINC iShares Flexible Income Active ETF
-0.01%
-$324.99 
FDVV Fidelity High Dividend ETF
-0.01%
-$0.68 
EFA iShares MSCI EAFE ETF
-0.01%
-$5.47 
IVE ISHARES S&P 500 VALUE ETF
0%
-$802.06 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1345 | Longs Won 921/1345 68% | Profit Factor 26.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.23M |
| Average Win $450,857.94 | Best Trade (Oct 15) $56.69M | Sharpe Ratio -11.41 |
| Average Loss -$37,650.12 | Worst Trade (Oct 16) -$1.55M | Z-Score 4.73 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w | Expectancy $296,859.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 64 | $8,677.84 | $11,109.76 | - | $2,431.92 | 28.02% | -1.116% |
| AAAU Goldman Sachs Physical Gold ETF | 550 | $11,239.53 | $22,539 | - | $11,299.47 | 100.53% | -0.413% |
| AAPL Apple Inc. | 120,395 | $23.71M | $41.47M | - | $17.76M | 74.9% | +0.724% |
| ABBV AbbVie Inc. | 33,604 | $5.23M | $9.58M | - | $4.35M | 83.27% | +0.563% |
| ABNB Airbnb, Inc. | 100 | $13,614 | $17,405 | - | $3,791 | 27.85% | -0.132% |
| ABT Abbott Laboratories | 3,927 | $432,245 | $411,883.39 | - | -$20,361.61 | -4.71% | +0.196% |
| ACB Aurora Cannabis Inc. | 2 | $9 | $8.09 | - | -$0.91 | -10.11% | -1.341% |
| AFL Aflac Inc. | 76,171 | $8.47M | $9.05M | - | $576,613.96 | 6.81% | +0.601% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 230 | $5,331.4 | $5,773 | - | $441.6 | 8.28% | -0.159% |
| AIT Applied Industrial Technologies Inc. | 3,573 | $805,140 | $1.18M | - | $372,485.07 | 46.26% | -1.27% |
| AM Antero Midstream Corporation | 500 | $6,265 | $10,120 | - | $3,855 | 61.53% | +1.606% |
| AMCR Amcor plc | 20 | $970 | $879.4 | - | -$90.6 | -9.34% | +0.526% |
| AMLP Alerian MLP ETF | 184,261 | $7.84M | $9.64M | - | $1.8M | 23% | +0.799% |
| AMZN Amazon.com Inc | 56,709 | $9.2M | $14.25M | - | $5.05M | 54.95% | -1.358% |
| ANET Arista Networks, Inc. | 31,359 | $3.47M | $5.61M | - | $2.14M | 61.72% | -3.683% |
| ANSS Ansys, Inc. | 6 | $1,912 | $1,912 | - | - | - | 0.0 |
| APD Air Products and Chemicals, Inc. | 6 | $1,787 | $1,787.04 | - | $0.04 | - | +0.418% |
| AREC American Resources Corporation | 2,000 | $2,980 | $2,260 | - | -$720 | -24.16% | -5.833% |
| ARKK ARK Innovation ETF Fund | 3 | $158 | $247.56 | - | $89.56 | 56.68% | -3.699% |
| ASTS AST SpaceMobile, Inc. | 14 | $367 | $589.47 | - | $222.47 | 60.62% | -5.297% |
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 Leslie D. Thompson?
The largest contributions to the portfolio's profits come from the following stocks: FT Vest Rising Dividend Achievers Fund - $5.86M, iShares Core S&P 500 ETF - $5.71M, SPDR S&P 500 ETF Trust - $4.35M, Broadcom Inc - $2.85M, and iShares MSCI EAFE Value ETF - $2.63M. 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: Accenture plc Class A - $1.29M, Builders FirstSource, Inc - $776,661.07, Marathon Petroleum Corporation - $685,302.98, Arista Networks, Inc - $565,154.89, and Best Buy Co., Inc - $543,949.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Leslie D. Thompson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $43.16M earned over time. The largest contributors to dividend income include FT Vest Rising Dividend Achievers Fund - $5.84M, SPDR S&P 500 ETF Trust - $4.12M, iShares Core S&P 500 ETF - $3.2M, iShares Core Universal USD Bond ETF - $2.22M, and iShares MSCI EAFE Value ETF - $1.91M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Leslie D. Thompson's monthly returns?
Leslie D. Thompson'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 Leslie D. Thompson's strategy be considered aggressive or moderate?
Leslie D. Thompson'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 Leslie D. Thompson's strategy?
Leslie D. Thompson'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.
2026 © Marketlog. All Rights Reserved.
