Julie Beswick Portfolio
Invests via Advantage Trust Co | Managed by Julie A. Beswick
Invests via Advantage Trust Co
Managed by Julie A. Beswick
Automatically Tracked
Julie Beswick Profile
Senior finance and operations executive focused on digital payments, fintech product strategy and growth. Julie Beswick is known for leading commercial transformation, scaling go-to-market teams, driving partnerships and optimizing P&L across fintech and payments businesses. Background blends operational leadership, product management and investor relations; often cited for strategic M&A integration and revenue expansion initiatives in mid-market to global payments platforms.
Senior finance and operations executive focused on digital payments, fintech product strategy and growth. Julie Beswick is known for leading commercial transformation, scaling go-to-market teams, driving partnerships and optimizing P&L across fintech and payments businesses. Background blends operational leadership, product management and investor relations; often cited for strategic M&A integration and revenue expansion initiatives in mid-market to global payments platforms.
Investment Philosophy & Strategy
Prefers growth-oriented fintech and payments opportunities where operational intervention accelerates scale. Emphasizes commercial KPIs—revenue per customer, take rates, NPS—and underwrites deals on product-market fit, partnership leverage and clear go-to-market playbooks. Capital allocation favors growth rounds and buy-and-build scenarios that reward sales scale, margin expansion and strategic M&A integration. Investment horizon is medium to long, balancing near-term revenue traction with platform defensibility. Risk discipline centers on repeatable unit economics, regulatory resilience and executable integration plans driven by hands-on operational governance.
Prefers growth-oriented fintech and payments opportunities where operational intervention accelerates scale. Emphasizes commercial KPIs—revenue per customer, take rates, NPS—and underwrites deals on product-market fit, partnership leverage and clear go-to-market playbooks. Capital allocation favors growth rounds and buy-and-build scenarios that reward sales scale, margin expansion and strategic M&A integration. Investment horizon is medium to long, balancing near-term revenue traction with platform defensibility. Risk discipline centers on repeatable unit economics, regulatory resilience and executable integration plans driven by hands-on operational governance.
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:
63.86%
Gain -0.91%
Monthly
1.63%
Yearly
21.41%
Drawdown
20.75%
$251.07M
Equity
Holdings
$251.07M
Investment
$182.06M
$77.03M
Profit -$1.61M
Realized
$7.98M
Unrealized
$69.05M
Dividends
$5.76M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.91%
Profit
-$1.61M
Win %
90%
This Week
Compared To Last Week
Gain
-1.71%
Profit
-$4.38M
Win %
90%
This Month
Compared to last month
Gain
-1.77%
Profit
-$4.51M
Win %
90%
This Year
Compared to last year
Gain
12.51%
Profit
$27.92M
Win %
89%
ALL Allstate Corporation
+3.32%
+$249.24 
HPQ HP Inc.
+2.9%
+$350 
PSX Phillips 66
+2.75%
+$897.48 
CTRE CareTrust REIT Inc.
+2.17%
+$1,001 
CSCO Cisco Systems, Inc.
+2.08%
+$798 
CVX Chevron Corporation
+1.92%
+$387.2 
ABT Abbott Laboratories
+1.87%
+$1,291.3 
ORCL Oracle Corporation
+1.77%
+$2,316.6 
PM Philip Morris International Inc.
+1.65%
+$78.5 
MO Altria Group, Inc.
+1.62%
+$944 
HPE Hewlett Packard Enterprise Company
+1.53%
+$248.4 
ENZL iShares MSCI New Zealand ETF
+1.52%
+$1,267.56 
XBI SPDR S&P Biotech ETF
+1.49%
+$8,237.66 
DELL Dell Technologies Inc.
+1.27%
+$560.48 
VDE Vanguard Energy ETF
+1.26%
+$7,302.34 
JNJ Johnson & Johnson
+1.23%
+$1,519.65 
CEF Sprott Physical Gold and Silver Trust
+1.21%
+$658 
XOM Exxon Mobil Corporation
+0.97%
+$564 
GLD SPDR Gold Shares
+0.94%
+$586.5 
IAU iShares Gold Trust
+0.94%
+$2,398.9 
LLY Eli Lilly and Company
+0.85%
+$6,610.07 
UNP Union Pacific Corporation
+0.78%
+$899.38 
SLV iShares Silver Trust
+0.77%
+$473.85 
QMOM Alpha U.S. Quantitative Momentum ETF
+0.7%
+$23,019.89 
PECO Phillips Edison & Company, Inc.
+0.64%
+$948.07 
OKE ONEOK, Inc.
+0.56%
+$638.04 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.51%
+$13,993.78 
BMY Bristol-Myers Squibb Company
+0.38%
+$391 
CAT Caterpillar Inc.
+0.35%
+$460.29 
EMR Emerson Electric Co.
+0.33%
+$34.5 
AAPL Apple Inc.
+0.14%
+$516 
IBB iShares Biotechnology ETF
+0.13%
+$1,169.25 
UFOX Defiance Connective Technologies ETF
+0.09%
+$2,645.18 
ABBV AbbVie Inc.
+0.04%
+$81.41 
KO The Coca-Cola Company
-3.96%
-$2,392.32 
BOTZ Global X Robotics & Artificial Intelligence ETF
-3.18%
-$11,724.88 
OMC Omnicom Group Inc.
-2.9%
-$3,904 
YUM Yum! Brands, Inc.
-2.75%
-$2,131.81 
SBUX Starbucks Corporation
-2.66%
-$3,038.4 
WAT Waters Corporation
-2.44%
-$497.34 
NVDA NVIDIA Corporation
-2.21%
-$275.4 
GOOG Alphabet Inc
-2.17%
-$4,152.6 
GOOGL Alphabet Inc
-2.17%
-$5,229.21 
MCD McDonald's Corporation
-2.1%
-$5,134.75 
DIS The Walt Disney Company
-2.05%
-$408 
SIRI Sirius XM Holdings Inc.
-2.02%
-$315 
VOX Vanguard Communication Services ETF
-1.97%
-$4,320.54 
MSFT Microsoft Corp.
-1.81%
-$9,667.84 
WMB The Williams Companies, Inc.
-1.81%
-$25.65 
V Visa Inc. Class A
-1.8%
-$710.64 
DEO Diageo plc Sponsored ADR
-1.73%
-$148 
VWO Vanguard FTSE Emerging Markets ETF
-1.7%
-$873 
PEP PepsiCo, Inc.
-1.66%
-$3,735.27 
BX Blackstone Inc.
-1.6%
-$473.8 
KRE SPDR S&P Regional Banking ETF
-1.58%
-$1,845 
MCO Moody's Corporation
-1.58%
-$932.52 
TSLX Sixth Street Specialty Lending Inc.
-1.52%
-$27 
VCR Vanguard Consumer Discretionary ETF
-1.5%
-$1,609.21 
VUG Vanguard Growth ETF
-1.49%
-$400,545 
GILD Gilead Sciences Inc.
-1.48%
-$76.76 
AMGN Amgen Inc.
-1.42%
-$31.74 
TROW T. Rowe Price Group, Inc.
-1.28%
-$311.6 
FBCG Fidelity Blue Chip Growth Fund
-1.27%
-$180,502.63 
OGE Oge Energy Corp.
-1.26%
-$434 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-1.21%
-$125,411.57 
CL Colgate-Palmolive Company
-1.16%
-$542.82 
EVRG Evergy Inc.
-1.12%
-$97 
JGRO JPMorgan Active Growth ETF
-1.12%
-$299,889.45 
BDX Becton, Dickinson and Company
-1.1%
-$704 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.02%
-$7,180.78 
VOO Vanguard S&P 500 ETF
-1.01%
-$5,708.45 
PG Procter & Gamble Co
-1%
-$114 
VGT Vanguard Information Technology ETF
-1%
-$92,741.44 
SPY SPDR S&P 500 ETF Trust
-0.99%
-$230.33 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.96%
-$11,241.87 
SECT Main Sector Rotation ETF
-0.93%
-$30,832.04 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.9%
-$2,111.25 
DUK Duke Energy Corporation
-0.87%
-$438.9 
VDC VANGUARD CONSUMER STAPLES ETF
-0.87%
-$343.4 
ON ON Semiconductor Corporation
-0.85%
-$37.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.82%
-$94.53 
SO The Southern Company
-0.8%
-$16.17 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$349.98 
T AT&T Inc.
-0.77%
-$8.5 
QLC FlexShares US Quality Large Cap Fund
-0.75%
-$25,739.71 
AEP American Electric Power Company, Inc.
-0.74%
-$173.25 
KMI Kinder Morgan, Inc.
-0.74%
-$120 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.73%
-$141,920 
VZ Verizon Communications Inc.
-0.66%
-$14.5 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.66%
-$1,610 
VPU Vanguard Utilities ETF
-0.65%
-$1,484.64 
VIG Vanguard Dividend Appreciation ETF
-0.64%
-$5,149.76 
WFC Wells Fargo & Company
-0.64%
-$448 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.63%
-$648.38 
WMT Walmart Inc.
-0.62%
-$1,610.28 
NEE NextEra Energy, Inc.
-0.62%
-$275.55 
FENI Fidelity Enhanced International ETF
-0.6%
-$89,470.19 
JPM JPMorgan Chase & Co.
-0.6%
-$92.25 
IJH iShares Core S&P Mid-Cap ETF
-0.59%
-$564.75 
RIO Rio Tinto Plc Sponsored ADR
-0.57%
-$117 
VB Vanguard Small-Cap ETF
-0.57%
-$1,821.14 
IWM iShares Russell 2000 ETF
-0.52%
-$300.7 
IVE ISHARES S&P 500 VALUE ETF
-0.52%
-$462.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.47%
-$241.89 
VIS Vanguard Industrials ETF
-0.46%
-$649.6 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.46%
-$7,289.51 
VO Vanguard Mid-Cap ETF
-0.46%
-$146,238.8 
DFAI Dimensional International Core Equity Market ETF
-0.46%
-$83,072.18 
DIVB iShares Core Dividend ETF
-0.45%
-$108.75 
NLR VanEck Uranium and Nuclear ETF
-0.45%
-$173.9 
BRK-B Berkshire Hathaway Inc.
-0.45%
-$3,706.17 
RTX RTX Corporation
-0.44%
-$2,178.58 
VTV Vanguard Value ETF
-0.43%
-$109,946.16 
DVY iShares Select Dividend ETF
-0.39%
-$76.8 
BAC Bank of America Corporation
-0.36%
-$247.5 
PFE Pfizer Inc.
-0.36%
-$454.78 
AVLV Avantis U.S. Large Cap Value ETF
-0.32%
-$61,348.63 
VOE Vanguard Mid-Cap Value ETF
-0.3%
-$747.25 
VHT Vanguard Health Care ETF
-0.3%
-$6,000.23 
DE Deere & Company
-0.29%
-$925.54 
BA Boeing Company
-0.14%
-$136.4 
ITA iShares U.S. Aerospace & Defense ETF
-0.07%
-$238.4 
VNQ Vanguard Real Estate ETF
-0.05%
-$136.41 Events
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Dividends
Dividend Analysis
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| Trades 745 | Longs Won 565/745 75% | Profit Factor 75.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $581,688.29 |
| Average Win $138,158.74 | Best Trade (Jul 18) $8.26M | Sharpe Ratio -9.54 |
| Average Loss -$5,713.26 | Worst Trade (Jun 30) -$157,702.56 | Z-Score 12.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 3d | Expectancy $103,397.72 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
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Returns
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