ABH
Alexander B. Harcus Portfolio
Invests via Montz Harcus Wealth Management LLC | Managed by Alexander B. Harcus
Invests via Montz Harcus Wealth Management LLC
Managed by Alexander B. Harcus
Automatically Tracked
Alexander B. Harcus Profile
A seasoned entrepreneur, Alexander B. Harcus has successfully led multiple ventures in technology and finance sectors. With a strong focus on innovation and market expansion, he has spearheaded initiatives that bridge gaps between emerging technologies and traditional financial practices. His extensive experience encompasses operational leadership roles where strategic growth and sustainability were paramount. Alexander's background in engineering, combined with his acute business acumen, positions him uniquely to navigate complex industry landscapes effectively. This intersection of skills not only enhances his influence within the entrepreneurial community but also underscores his relevance as a key player in shaping future investment trends.
A seasoned entrepreneur, Alexander B. Harcus has successfully led multiple ventures in technology and finance sectors. With a strong focus on innovation and market expansion, he has spearheaded initiatives that bridge gaps between emerging technologies and traditional financial practices. His extensive experience encompasses operational leadership roles where strategic growth and sustainability were paramount. Alexander's background in engineering, combined with his acute business acumen, positions him uniquely to navigate complex industry landscapes effectively. This intersection of skills not only enhances his influence within the entrepreneurial community but also underscores his relevance as a key player in shaping future investment trends.
Investment Philosophy & Strategy
Opportunity arises at the intersection of technological advancement and market evolution, a realm where Alexander B. Harcus excels. His strategic insight stems from deep industry experience in technology-driven businesses, allowing him to identify investment prospects with high growth potential. An unwavering commitment to innovation serves as his guiding principle; he seeks ventures that not only promise profitability but also have transformative capabilities within their sectors. By leveraging his operational leadership background, he emphasizes adaptability and scalability in new initiatives, effectively addressing contemporary challenges in finance and technology.
Opportunity arises at the intersection of technological advancement and market evolution, a realm where Alexander B. Harcus excels. His strategic insight stems from deep industry experience in technology-driven businesses, allowing him to identify investment prospects with high growth potential. An unwavering commitment to innovation serves as his guiding principle; he seeks ventures that not only promise profitability but also have transformative capabilities within their sectors. By leveraging his operational leadership background, he emphasizes adaptability and scalability in new initiatives, effectively addressing contemporary challenges in finance and technology.
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:
43.06%
Gain +0.28%
Monthly
0.51%
Yearly
6.36%
Drawdown
17.34%
$266.71M
Equity
Holdings
$266.71M
Investment
$187.5M
$79.73M
Profit +$878,088.5
Realized
$523,928.98
Unrealized
$79.21M
Dividends
$8.62M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.28%
Profit
$878,088.5
Win %
89%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$982,189.65
Win %
89%
This Month
Compared to last month
Gain
-1.08%
Profit
-$2.91M
Win %
89%
This Year
Compared to last year
Gain
8.1%
Profit
$19.99M
Win %
89%
SYK Stryker Corporation
+2.47%
+$4,959.35 
NEM Newmont Corporation
+2.31%
+$13,839.75 
HON Honeywell International Inc.
+2.09%
+$5,816.6 
JPM JPMorgan Chase & Co.
+2.01%
+$79,941.22 
PM Philip Morris International Inc.
+1.78%
+$5,916.03 
C Citigroup Inc.
+1.65%
+$4,673.99 
CAT Caterpillar Inc.
+1.38%
+$22,658.62 
WFC Wells Fargo & Company
+1.36%
+$3,176.32 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.3%
+$170,138.16 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.27%
+$9,542.72 
TXN Texas Instruments Inc
+1.27%
+$4,887.99 
FV First Trust Dorsey Wright Focus 5 ETF
+1.26%
+$10,637.96 
DFAS Dimensional U.S. Small Cap ETF
+1.23%
+$3,481.94 
CVX Chevron Corporation
+1.15%
+$6,042.78 
XOM Exxon Mobil Corporation
+1.13%
+$21,979.93 
BAC Bank of America Corporation
+1.05%
+$4,730.48 
GOOGL Alphabet Inc
+1%
+$19,545.8 
DFUV Dimensional US Marketwide Value ETF
+0.96%
+$4,225.2 
PRF Invesco FTSE RAFI US 1000 ETF
+0.9%
+$150,165.12 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.88%
+$134,940.48 
GOOG Alphabet Inc
+0.86%
+$13,157.52 
BFST Business First Bancshares, Inc.
+0.86%
+$10,078.25 
MDY SPDR S&P MidCap 400 ETF Trust
+0.83%
+$92,212.75 
RSP Invesco S&P 500 Equal Weight ETF
+0.82%
+$5,101.52 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.82%
+$34,396.69 
SPEM SPDR Portfolio Emerging Markets ETF
+0.81%
+$10,036.74 
IJH iShares Core S&P Mid-Cap ETF
+0.77%
+$3,953.86 
IYW iShares U.S. Technology ETF
+0.77%
+$19,494.85 
PSR Invesco Active U.S. Real Estate Fund
+0.74%
+$7,382.65 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.72%
+$2,753.15 
MS Morgan Stanley
+0.72%
+$3,440.97 
VYM Vanguard High Dividend Yield ETF
+0.71%
+$74,497.31 
GE General Electric Company
+0.59%
+$1,856.11 
HBCP Home Bancorp Inc.
+0.59%
+$40,404.55 
PG Procter & Gamble Co
+0.56%
+$1,186.9 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.56%
+$1,397.06 
MCD McDonald's Corporation
+0.56%
+$3,048.05 
IBIT iShares Bitcoin Trust
+0.56%
+$8,566.24 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.47%
+$2,122.12 
HD The Home Depot, Inc.
+0.45%
+$2,584.24 
JNJ Johnson & Johnson
+0.45%
+$1,471.25 
DFUS Dimensional U.S. Equity Market ETF
+0.43%
+$5,033.35 
GBTC Grayscale Bitcoin Trust ETF
+0.43%
+$2,045.61 
IVV iShares Core S&P 500 ETF
+0.42%
+$5,164.62 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.42%
+$1,038.15 
ABBV AbbVie Inc.
+0.4%
+$2,584.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$1,442.28 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.39%
+$46,688.6 
QQQ Invesco QQQ Trust, Series 1
+0.37%
+$21,571.32 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.36%
+$1,525.92 
SPY SPDR S&P 500 ETF Trust
+0.35%
+$125,467.72 
MMM 3M Company
+0.34%
+$1,196.8 
META Meta Platforms Inc Class A
+0.32%
+$8,362.93 
JEPI JPMorgan Equity Premium Income Fund
+0.31%
+$968.45 
IWP iShares Russell Mid-Cap Growth ETF
+0.3%
+$857.23 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$28,622.58 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.21%
+$964.5 
GLD SPDR Gold Shares
+0.18%
+$951.99 
CLST Catalyst Bancorp Inc.
+0.12%
+$600 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.1%
+$39,686.8 
GAB Gabelli Equity Trust Inc.
+0.09%
+$84.18 
BRK-B Berkshire Hathaway Inc.
+0.07%
+$956.52 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$15.04 
PLTR Palantir Technologies Inc.
-2.36%
-$6,810.36 
AMZN Amazon.com Inc
-2.25%
-$130,032.08 
AAPL Apple Inc.
-1.57%
-$160,783.05 
ISRG Intuitive Surgical, Inc.
-1.48%
-$2,563.89 
LLY Eli Lilly and Company
-1.45%
-$3,916.15 
LMT Lockheed Martin Corporation
-1.39%
-$6,347.45 
AVGO Broadcom Inc.
-1.34%
-$13,066.9 
CB Chubb Limited
-1.18%
-$2,474.9 
IBM International Business Machines Corporation
-0.91%
-$7,841.27 
TSLA Tesla, Inc.
-0.9%
-$8,888.82 
ETHE Grayscale Ethereum Trust ETF
-0.85%
-$1,874.5 
ORCL Oracle Corporation
-0.71%
-$1,735.76 
BA Boeing Company
-0.64%
-$4,845.04 
WMT Walmart Inc.
-0.63%
-$5,193.08 
MRK Merck & Co., Inc.
-0.63%
-$2,174.36 
KO The Coca-Cola Company
-0.6%
-$4,049.1 
MSFT Microsoft Corp.
-0.6%
-$32,554.08 
CSCO Cisco Systems, Inc.
-0.58%
-$1,943.98 
NFLX Netflix, Inc.
-0.55%
-$2,114.2 
AKRE Akre Focus ETF
-0.31%
-$28,632.25 
NVDA NVIDIA Corporation
-0.25%
-$9,925.76 
RTX RTX Corporation
-0.24%
-$655.21 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.14%
-$500.22 
COST Costco Wholesale Corporation
-0.13%
-$384.81 
IWF iShares Russell 1000 Growth ETF
-0.09%
-$277.2 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.06%
-$190.02 Events
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Dividends
Dividend Analysis
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| Trades 1059 | Longs Won 837/1059 79% | Profit Factor 18.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $485,428.06 |
| Average Win $100,718.86 | Best Trade (Jun 12) $10.29M | Sharpe Ratio -9.68 |
| Average Loss -$20,587.29 | Worst Trade (Jun 11) -$1.88M | Z-Score 40.99 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 4d | Expectancy $75,289.24 |
| 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 | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
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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