Drew Waldron Portfolio
Invests via Canvas Wealth Advisors LLC | Managed by Drew R. Waldron, Scott R. Wesley
Invests via Canvas Wealth Advisors LLC
Managed by Drew R. Waldron, Scott R. Wesley
Automatically Tracked
Drew Waldron Profile
Drew Waldron is a seasoned entrepreneur with a rich background in technology commercialization. He has successfully launched and scaled several startups, driving innovation within competitive markets. Known for his expertise in leveraging emerging technologies, he plays a pivotal role in transforming concepts into viable business models that capture market interest. With extensive experience working across various sectors, Drew is recognized for identifying unique opportunities that meet consumer needs while generating value. His leadership combines operational acumen with strategic vision, making him an influential figure in the entrepreneurial landscape.
Drew Waldron is a seasoned entrepreneur with a rich background in technology commercialization. He has successfully launched and scaled several startups, driving innovation within competitive markets. Known for his expertise in leveraging emerging technologies, he plays a pivotal role in transforming concepts into viable business models that capture market interest. With extensive experience working across various sectors, Drew is recognized for identifying unique opportunities that meet consumer needs while generating value. His leadership combines operational acumen with strategic vision, making him an influential figure in the entrepreneurial landscape.
Investment Philosophy & Strategy
Innovation is at the heart of Drew Waldron's investment approach. With a strong focus on leveraging transformative technologies, he identifies promising startups poised to disrupt established markets. His entrepreneurial acumen allows him to evaluate businesses not just for their current potential but also for their scalability and adaptability in evolving landscapes. Emphasizing operational excellence, strategic execution often guides his decision-making processes, ensuring that chosen ventures align with market demand while fostering sustainable growth. Through calculated investments, he aims to foster companies that deliver both groundbreaking solutions and robust financial performance.
Innovation is at the heart of Drew Waldron's investment approach. With a strong focus on leveraging transformative technologies, he identifies promising startups poised to disrupt established markets. His entrepreneurial acumen allows him to evaluate businesses not just for their current potential but also for their scalability and adaptability in evolving landscapes. Emphasizing operational excellence, strategic execution often guides his decision-making processes, ensuring that chosen ventures align with market demand while fostering sustainable growth. Through calculated investments, he aims to foster companies that deliver both groundbreaking solutions and robust financial performance.
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:
195.47%
Gain -0.18%
Monthly
1.54%
Yearly
20.18%
Drawdown
28.71%
$722.85M
Equity
Holdings
$722.85M
Investment
$461.16M
$280.06M
Profit -$579,419.4
Realized
$18.38M
Unrealized
$261.68M
Dividends
$23.34M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.18%
Profit
-$579,419.4
Win %
75%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$71,266.95
Win %
75%
This Month
Compared to last month
Gain
-0.77%
Profit
-$5.61M
Win %
75%
This Year
Compared to last year
Gain
1.01%
Profit
$7.32M
Win %
75%
PANW Palo Alto Networks, Inc.
+6.66%
+$1.16M 
CRWD CrowdStrike Holdings, Inc.
+6.44%
+$552,313 
MVIS MicroVision, Inc.
+4.39%
+$34.51 
MU Micron Technology Inc.
+3.45%
+$39,186.32 
AVAV AeroVironment, Inc.
+2.69%
+$42,452.64 
CVX Chevron Corporation
+2.54%
+$14,445.08 
TNGY Tortoise Energy ETF
+2.37%
+$3,755.16 
DELL Dell Technologies Inc. Class C Common Stock
+2.26%
+$6,653.21 
EPD Enterprise Products Partners L.P.
+2.25%
+$6,660.04 
SNOW Snowflake Inc. Common Stock
+2.15%
+$8,322.76 
ET Energy Transfer LP
+2.1%
+$16,242.2 
APH Amphenol Corp. Class A Common Stock
+1.83%
+$11,390 
SPCX Space Exploration Technologies Corp. Class A
+1.66%
+$36,489.6 
TXN Texas Instruments Inc.
+1.66%
+$3,194.7 
ORCL Oracle Corporation
+1.65%
+$8,366.94 
AMD Advanced Micro Devices Inc.
+1.59%
+$324,504.06 
INTC Intel Corporation
+1.56%
+$5,933.13 
ANET Arista Networks Inc.
+1.49%
+$5,793.72 
CSCO Cisco Systems, Inc.
+1.43%
+$10,349.89 
AMAT Applied Materials Inc.
+1.38%
+$4,223.9 
NU Nu Holdings Ltd. Class A Ordinary Shares
+1.36%
+$2,936.6 
NGL NGL Energy Partners LP
+1.23%
+$3,800 
DEHP Dimensional Emerging Markets High Profitability ETF
+1.17%
+$2,679.33 
STX Seagate Technology Holdings plc
+1.17%
+$4,671.21 
GLW Corning Incorporated
+1.15%
+$1,398.54 
SMH VanEck Semiconductor ETF
+1.02%
+$7,267.77 
SOXX iShares Semiconductor ETF
+0.98%
+$1,978.77 
ASML ASML Holding N.V. NY Registered Shares
+0.86%
+$21,464.11 
MSFT Microsoft Corporation Common Stock
+0.84%
+$358,955.12 
EMR Emerson Electric Co.
+0.77%
+$1,768.51 
NTRS Northern Trust Corporation
+0.7%
+$2,357.12 
CWT California Water Service Group
+0.69%
+$5,636.07 
VGT Vanguard Information Technology ETF
+0.68%
+$6,616.08 
XLK State Street Technology Select Sector SPDR ETF
+0.68%
+$2,519.68 
SYK Stryker Corp.
+0.65%
+$3,685.21 
RYT Invesco S&P 500 Equal Weight Technology ETF
+0.64%
+$1,697.81 
FEMR Fidelity Enhanced Emerging Markets ETF
+0.63%
+$1,150.49 
LRCX Lam Research Corp.
+0.62%
+$4,756.18 
IYW iShares U.S. Technology ETF
+0.55%
+$14,768.65 
AVGO Broadcom Inc.
+0.52%
+$17,064.16 
EMLP First Trust North American Energy Infrastructure Fund
+0.43%
+$1,333.8 
IBM International Business Machines Corporation
+0.41%
+$1,584.06 
FBTC Fidelity Wise Origin Bitcoin Fund
+0.37%
+$3,019.38 
NOW ServiceNow Inc.
+0.36%
+$15,973.44 
QGEN Qiagen N.V.
+0.35%
+$5,270.82 
FSLR First Solar Inc.
+0.34%
+$545.75 
PWR Quanta Services, Inc.
+0.34%
+$3,642.03 
PSX Phillips 66
+0.34%
+$1,264.88 
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF
+0.29%
+$607.91 
QQQ Invesco QQQ Trust, Series 1
+0.27%
+$1,401.5 
QQQM Invesco NASDAQ 100 ETF
+0.23%
+$4,921.84 
ABBV AbbVie Inc.
+0.23%
+$1,706.28 
HYMB State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.21%
+$1,247 
GEV GE Vernova Inc.
+0.21%
+$501.13 
AVEM Avantis Emerging Markets Equity ETF
+0.15%
+$7,419.49 
IEMG iShares Core MSCI Emerging Markets ETF
+0.15%
+$1,091.86 
MUB iShares National Muni Bond ETF
+0.14%
+$3,046.82 
SHM State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
+0.12%
+$837.32 
SHOP Shopify Inc.
+0.07%
+$919.16 
EQPT EquipmentShare.com Inc. Class A Common Stock
+0.06%
+$954.1 
DE Deere & Company
+0.05%
+$157.42 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.05%
+$785 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.04%
+$596.4 
BOXX Alpha Architect 1-3 Month Box ETF
+0.03%
+$410 
JMST JPMorgan Ultra-Short Municipal Income ETF
+0.03%
+$706.12 
DFGR Dimensional Global Real Estate ETF
+0.02%
+$177.53 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$44.5 
TMHC Taylor Morrison Home Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TMUS T-Mobile US Inc.
-5.51%
-$16,222.48 
MRTN Marten Transport, Ltd.
-5.14%
-$8,010.6 
ACN Accenture plc
-4.42%
-$24,963.6 
AXP American Express Company
-4.13%
-$21,557.78 
TDG TransDigm Group Inc.
-3.63%
-$7,878.35 
LNN Lindsay Corporation
-3.17%
-$9,378.09 
CLX The Clorox Company
-2.94%
-$245,407.86 
HD The Home Depot, Inc.
-2.84%
-$18,340.72 
PEP PepsiCo, Inc.
-2.81%
-$10,160.81 
F Ford Motor Co.
-2.76%
-$4,335.21 
PG The Procter & Gamble Company
-2.66%
-$11,211.2 
KMB Kimberly-Clark Corporation
-2.47%
-$120,392.51 
KO The Coca-Cola Company
-2.4%
-$12,613.32 
LLY Eli Lilly and Company
-2.33%
-$45,521.48 
GE General Electric Company
-2.33%
-$9,698.88 
CAT Caterpillar Inc.
-2.27%
-$12,636.04 
TOST Toast, Inc. Class A Common Stock
-2.23%
-$9,237.25 
BMY Bristol-Myers Squibb Company
-2.05%
-$5,874.66 
KVUE Kenvue Inc.
-2.04%
-$12,829.18 
MCD McDonald's Corporation
-2.02%
-$16,735.25 
NFE New Fortress Energy Inc. Class A Common Stock
-1.97%
-$14.91 
UBER Uber Technologies Inc.
-1.95%
-$321,687.68 
MA Mastercard Inc. Class A Common Stock
-1.93%
-$19,938.96 
SOLV Solventum Corporation
-1.92%
-$9,455.04 
CB Chubb Limited
-1.9%
-$4,670.83 
BLK BlackRock, Inc.
-1.86%
-$4,852.52 
WDC Western Digital Corp.
-1.85%
-$5,812.16 
VDC Vanguard Consumer Staples ETF
-1.83%
-$18,243.22 
NKE Nike, Inc. Class B Common Stock
-1.79%
-$14,064.42 
MRK Merck & Co., Inc.
-1.75%
-$7,653.49 
ORLY O'Reilly Automotive Inc.
-1.73%
-$7,555.46 
JNJ Johnson & Johnson
-1.7%
-$16,511.91 
BX Blackstone Inc.
-1.68%
-$3,542.2 
MO Altria Group, Inc.
-1.6%
-$6,676.43 
CAH Cardinal Health, Inc.
-1.59%
-$4,941.02 
JPM JPMorgan Chase & Co.
-1.55%
-$79,681.89 
IYC iShares U.S. Consumer Discretionary ETF
-1.51%
-$8,515.6 
MS Morgan Stanley Common Stock
-1.49%
-$5,932.1 
RTX RTX Corporation
-1.42%
-$4,468.03 
KKR Korro Bio, Inc.
-1.42%
-$5,990.16 
V Visa Inc. Class A
-1.4%
-$10,719.45 
CRM Salesforce, Inc.
-1.36%
-$45,748.56 
TJX The TJX Companies, Inc.
-1.31%
-$3,518.39 
C Citigroup Inc.
-1.29%
-$3,170 
TRV The Travelers Companies, Inc.
-1.29%
-$4,890.05 
ATR AptarGroup Inc.
-1.25%
-$4,734.43 
TMO Thermo Fisher Scientific Inc.
-1.25%
-$7,915.75 
AMGN Amgen Inc. Common Stock
-1.24%
-$3,625.43 
APO Apollo Global Management Inc.
-1.24%
-$2,898.22 
COST Costco Wholesale Corp
-1.23%
-$24,533.74 
BN Brookfield Corporation
-1.23%
-$2,246.13 
VZ Verizon Communications Inc.
-1.22%
-$4,225.65 
MAR Marriott International, Inc. Class A Common Stock
-1.22%
-$2,812.97 
PFE Pfizer Inc.
-1.22%
-$4,181 
WMT Walmart Inc.
-1.18%
-$36,777.82 
MAA Mid-America Apartment Communities, Inc.
-1.17%
-$4,168.59 
AEP American Electric Power Company, Inc.
-1.16%
-$2,843.33 
UPS United Parcel Service, Inc. Class B Common Stock
-1.11%
-$2,506.5 
NAD Nuveen Quality Municipal Income Fund
-1.05%
-$2,478.19 
WFC Wells Fargo & Company
-0.96%
-$2,344.81 
MMM 3M Company
-0.95%
-$8,466 
SCHW The Charles Schwab Corporation
-0.94%
-$4,964.78 
VHT Vanguard Health Care ETF
-0.94%
-$3,512.25 
MELI MercadoLibre Inc.
-0.9%
-$35,289.85 
POR Portland General Electric Co.
-0.89%
-$1,608.4 
GS The Goldman Sachs Group, Inc.
-0.87%
-$1,548 
BRK-B Berkshire Hathaway Inc.
-0.85%
-$72,894.03 
USB U.S. Bancorp
-0.82%
-$2,201.57 
BRK-A Berkshire Hathaway Inc.
-0.77%
-$25,342.1 
PNC The PNC Financial Services Group, Inc.
-0.75%
-$2,434.4 
BDX Becton, Dickinson and Company
-0.74%
-$2,338.4 
NFLX Netflix Inc.
-0.74%
-$3,284.34 
AVDV Avantis International Small Cap Value ETF
-0.73%
-$6,491.1 
VIG Vanguard Dividend Appreciation ETF
-0.73%
-$2,650.42 
META Meta Platforms Inc Class A
-0.7%
-$26,442 
AVIV Avantis International Large Cap Value ETF
-0.69%
-$9,740.5 
LPRE Long Pond Real Estate Select ETF
-0.69%
-$2,135.29 
AVMC Avantis U.S. Mid Cap Equity ETF
-0.69%
-$8,415.9 
COWZ Pacer US Cash Cows 100 ETF
-0.67%
-$8,519.52 
EFG iShares MSCI EAFE Growth ETF
-0.67%
-$7,869.98 
BAC Bank of America Corporation
-0.66%
-$4,175.46 
RSP Invesco S&P 500 Equal Weight ETF
-0.66%
-$6,253.39 
HSIC Henry Schein, Inc.
-0.65%
-$1,344.56 
DUHP Dimensional US High Profitability ETF
-0.62%
-$10,387.2 
FENI Fidelity Enhanced International ETF
-0.62%
-$3,871.49 
AVLV Avantis U.S. Large Cap Value ETF
-0.62%
-$2,564.18 
AVDE Avantis International Equity Fund Institutional Class
-0.62%
-$102,157 
TSLA Tesla, Inc.
-0.6%
-$96,495.53 
JEPI JPMorgan Equity Premium Income ETF
-0.59%
-$3,402.04 
DGX Quest Diagnostics Incorporated
-0.57%
-$1,667.4 
BBEU JPMorgan BetaBuilders Europe ETF
-0.57%
-$1,187.55 
DFIC Dimensional International Core Equity 2 ETF
-0.57%
-$13,060.82 
IEFA iShares Core MSCI EAFE ETF
-0.57%
-$26,606.25 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$1,399.89 
FNDC Schwab Fundamental International Small Equity ETF
-0.56%
-$1,494.08 
EFA iShares MSCI EAFE ETF
-0.56%
-$1,388.62 
VTV Vanguard Morningstar Value ETF
-0.55%
-$11,416.68 
IWD iShares Russell 1000 Value ETF
-0.54%
-$9,007.2 
VONV Vanguard Russell 1000 Value ETF
-0.53%
-$3,973.8 
MHD BlackRock MuniHoldings Fund, Inc.
-0.52%
-$2,245.49 
DFAS Dimensional U.S. Small Cap ETF
-0.52%
-$5,549.35 
IVE iShares S&P 500 Value ETF
-0.52%
-$1,395.55 
DIHP Dimensional International High Profitability ETF
-0.51%
-$2,427.07 
UNH UnitedHealth Group Inc.
-0.51%
-$1,896.59 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.51%
-$2,963.25 
PM Philip Morris International Inc.
-0.5%
-$1,986.9 
VBR Vanguard Small-Cap Value ETF
-0.5%
-$3,969.6 
IJH iShares Core S&P Mid-Cap ETF
-0.49%
-$3,677.82 
SE Sea Limited Sponsored ADR
-0.49%
-$1,308.32 
SCHM Schwab U.S. Mid-Cap ETF
-0.49%
-$1,393.83 
IUSV iShares Core S&P U.S. Value ETF
-0.48%
-$45,469.76 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.48%
-$1,255.08 
GOOGL Alphabet Inc
-0.47%
-$175,415.88 
DFLV Dimensional US Large Cap Value ETF
-0.47%
-$2,128.03 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.47%
-$38,036.25 
AVGE Avantis All Equity Markets ETF
-0.46%
-$2,194.92 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.46%
-$1,244.6 
CTOS Custom Truck One Source Inc.
-0.45%
-$239,305.96 
FESM Fidelity Enhanced Small Cap ETF
-0.44%
-$2,498.6 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.44%
-$1,864.46 
DISV Dimensional International Small Cap Value ETF
-0.44%
-$2,271.61 
VB Vanguard Small-Cap ETF
-0.43%
-$14,442.54 
AAPL Apple Inc.
-0.43%
-$159,269.08 
FELC Fidelity Enhanced Large Cap Core ETF
-0.43%
-$1,281.87 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.42%
-$68,976.24 
AMZN Amazon.com Inc
-0.41%
-$125,721.83 
SCHD Schwab U.S. Dividend Equity ETF
-0.4%
-$56,156.52 
SCHF Schwab International Equity ETF
-0.39%
-$1,030.26 
VEA Vanguard FTSE Developed Markets ETF
-0.38%
-$5,730.62 
AVUS Avantis U.S. Equity ETF
-0.36%
-$10,999.41 
NEE NextEra Energy Inc.
-0.36%
-$1,363.49 
SCHA Schwab U.S. Small-Cap ETF
-0.35%
-$723 
IJR iShares Core S&P Small-Cap ETF
-0.35%
-$40,334.88 
VOO Vanguard S&P 500 ETF
-0.34%
-$39,015.08 
IWM iShares Russell 2000 ETF
-0.34%
-$983.26 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.34%
-$1,375 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.34%
-$1,618.63 
ACWX iShares MSCI ACWI ex U.S. ETF
-0.33%
-$713.68 
IVV iShares Core S&P 500 ETF
-0.33%
-$35,401.51 
GOOG Alphabet Inc
-0.33%
-$9,633.84 
SPY State Street SPDR S&P 500 ETF Trust
-0.33%
-$5,087.54 
VXUS Vanguard Total International Stock ETF
-0.33%
-$11,715.3 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.32%
-$2,326.57 
VTI Vanguard Total Stock Market ETF
-0.31%
-$13,749.4 
AVLC Avantis U.S. Large Cap Equity ETF
-0.3%
-$24,810.03 
VV Vanguard Morningstar Large-Cap ETF
-0.29%
-$3,109.14 
FNDF Schwab Fundamental International Equity ETF
-0.29%
-$1,312.23 
DFSV Dimensional US Small Cap Value ETF
-0.28%
-$4,463.8 
DFUS Dimensional U.S. Equity Market ETF
-0.28%
-$8,250.61 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.28%
-$89,486.46 
GPIX Goldman Sachs S&P 500 Premium Income ETF
-0.28%
-$1,795.83 
SCHB Schwab U.S. Broad Market ETF
-0.27%
-$1,459.52 
SCHX Schwab U.S. Large-Cap ETF
-0.27%
-$766.65 
NVDA NVIDIA Corporation
-0.25%
-$62,168.58 
KLAC KLA Corporation
-0.25%
-$549.82 
HOOD Robinhood Markets Inc. Class A Common Stock
-0.25%
-$10,247.28 
VBK Vanguard Small-Cap Growth ETF
-0.23%
-$3,576 
VWO Vanguard FTSE Emerging Markets ETF
-0.2%
-$440.11 
IUSG iShares Core S&P U.S. Growth ETF
-0.17%
-$33,005.7 
LIN Linde plc
-0.17%
-$447.94 
VUG Vanguard Morningstar Growth ETF
-0.16%
-$6,719.02 
IVW iShares S&P 500 Growth ETF
-0.16%
-$968.22 
DFCF Dimensional Core Fixed Income ETF
-0.16%
-$993.78 
FBCG Fidelity Blue Chip Growth ETF
-0.16%
-$1,481.81 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.16%
-$2,253.09 
FBND Fidelity Total Bond ETF
-0.15%
-$4,212.72 
BUSE First Busey Corporation
-0.14%
-$1,149.83 
PB Prosperity Bancshares, Inc.
-0.14%
-$295 
AGG iShares Core U.S. Aggregate Bond ETF
-0.14%
-$7,564.83 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.12%
-$32,391.69 
IEF iShares 7-10 Year Treasury Bond ETF
-0.12%
-$556.5 
ETN Eaton Corporation plc
-0.11%
-$456.11 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.11%
-$934.7 
AVUV Avantis U.S. Small Cap Value ETF
-0.11%
-$3,621.02 
BINC iShares Flexible Income Active ETF
-0.09%
-$3,184.97 
DFEV Dimensional Emerging Markets Value ETF
-0.09%
-$372.75 
CFFN Capitol Federal Financial, Inc.
-0.06%
-$86.67 
BSV Vanguard Short-Term Bond ETF
-0.06%
-$323.32 
IWF iShares Russell 1000 Growth ETF
-0.05%
-$147.94 
PSQA Palmer Square CLO Senior Debt ETF
-0.05%
-$447.93 
MGK Vanguard Mega Cap Growth ETF
-0.04%
-$309 
JPST JPMorgan Ultra-Short Income ETF
-0.03%
-$893 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3262 | Longs Won 2069/3262 63% | Profit Factor 5.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $535,437.01 |
| Average Win $165,113.55 | Best Trade (Oct 23) $13.76M | Sharpe Ratio -9.91 |
| Average Loss -$51,600.77 | Worst Trade (Dec 31) -$2.11M | Z-Score 1.51 (87.01%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 1d | Expectancy $85,855.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 106,892 | $15.84M | $37.06M | - | $21.22M | 133.93% | -0.428% |
| ABBV AbbVie Inc. | 2,605 | $517,594.17 | $744,626.22 | - | $227,032.05 | 43.86% | +0.23% |
| ACN Accenture plc | 2,185 | $271,901.4 | $540,383.27 | - | $268,481.87 | 98.74% | -4.416% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 2,913 | $221,708.43 | $213,828.76 | - | -$7,879.67 | -3.55% | -0.333% |
| AEP American Electric Power Company, Inc. | 1,883 | $219,923.73 | $243,151.79 | - | $23,228.06 | 10.56% | -1.156% |
| AGG iShares Core U.S. Aggregate Bond ETF | 58,191 | $5.82M | $5.59M | - | -$234,417.3 | -4.03% | -0.135% |
| AMAT Applied Materials Inc. | 817 | $149,506.78 | $311,072.75 | - | $161,565.97 | 108.07% | +1.377% |
| AMD Advanced Micro Devices Inc. | 40,261 | $4.04M | $20.77M | - | $16.74M | 414.45% | +1.587% |
| AMGN Amgen Inc. Common Stock | 655 | $230,800.66 | $289,342.97 | - | $58,542.31 | 25.36% | -1.237% |
| AMZN Amazon.com Inc | 120,898 | $20.11M | $30.14M | - | $10.03M | 49.88% | -0.415% |
| ANET Arista Networks Inc. | 2,281 | $243,059.14 | $396,004.41 | - | $152,945.27 | 62.93% | +1.485% |
| APH Amphenol Corp. Class A Common Stock | 8,500 | $216,712.98 | $632,485 | - | $415,772.02 | 191.85% | +1.834% |
| APO Apollo Global Management Inc. | 2,041 | $286,153.3 | $231,469.81 | - | -$54,683.49 | -19.11% | -1.237% |
| ASML ASML Holding N.V. NY Registered Shares | 1,603 | $1.11M | $2.52M | - | $1.42M | 128.16% | +0.858% |
| ATR AptarGroup Inc. | 2,959 | $358,664.84 | $374,313.5 | - | $15,648.66 | 4.36% | -1.249% |
| AVAV AeroVironment, Inc. | 13,392 | $2.73M | $1.62M | - | -$1.11M | -40.64% | +2.693% |
| AVDE Avantis International Equity Fund Institutional Class | 185,740 | $12.26M | $16.47M | - | $4.22M | 34.39% | -0.616% |
| AVDV Avantis International Small Cap Value ETF | 8,430 | $844,145.31 | $884,981.4 | - | $40,836.09 | 4.84% | -0.728% |
| AVEM Avantis Emerging Markets Equity ETF | 57,073 | $3.65M | $4.99M | - | $1.34M | 36.79% | +0.149% |
| AVGE Avantis All Equity Markets ETF | 4,824 | $367,852.66 | $473,596.2 | - | $105,743.54 | 28.75% | -0.461% |
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FAQ
Which stocks have generated the highest profits for Drew Waldron?
The largest contributions to the portfolio's profits come from the following stocks: Advanced Micro Devices Inc - $7.88M, 3M Company - $3.81M, Palantir Technologies Inc. Class A Common Stock - $3.65M, Custom Truck One Source Inc - $3.62M, and iShares Core S&P 500 ETF - $3.29M. 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: Teladoc Health Inc - $5.84M, DocuSign Inc - $4.15M, Dentsply Sirona Inc - $3.18M, Block Inc. Class A Common Stock - $2.58M, and Alibaba Group Holding Ltd. ADR - $1.66M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Drew Waldron's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.34M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $1.04M, Avantis International Equity Fund Institutional Class - $1.03M, Microsoft Corporation Common Stock - $1.02M, iShares Core S&P Total U.S. Stock Market ETF - $922,803.32, and Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $850,825.34. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Drew Waldron's monthly returns?
Drew Waldron'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 Drew Waldron's strategy be considered aggressive or moderate?
Drew Waldron'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 Drew Waldron's strategy?
Drew Waldron'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.
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