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:
67.32%
Gain -0.43%
Monthly
1.55%
Yearly
20.25%
Drawdown
21%
$283.22M
Equity
Holdings
$283.22M
Investment
$212.11M
$80.58M
Profit -$795,494.03
Realized
$9.48M
Unrealized
$71.1M
Dividends
$6.44M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.43%
Profit
-$795,494.03
Win %
77%
This Week
Compared To Last Week
Gain
-1.31%
Profit
-$3.76M
Win %
77%
This Month
Compared to last month
Gain
0.5%
Profit
$1.39M
Win %
77%
This Year
Compared to last year
Gain
-1.52%
Profit
-$3.64M
Win %
77%
F Ford Motor Company
+3.37%
+$539.5 
USB U.S. Bancorp
+3%
+$7,396 
NEM Newmont Corporation
+2.67%
+$618 
PM Philip Morris International Inc.
+2.63%
+$658.12 
TFC Truist Financial Corporation
+2.57%
+$358.5 
JPM JPMorgan Chase & Co.
+2.52%
+$855.47 
KMI Kinder Morgan, Inc.
+2.45%
+$402.5 
RTX RTX Corporation
+2.45%
+$12,782.98 
WHR Whirlpool Corporation
+2.3%
+$129 
COF Capital One Financial Corporation
+2.29%
+$798 
PEP PepsiCo, Inc.
+2.19%
+$4,824.77 
MET MetLife Inc.
+2.08%
+$209 
FITB Fifth Third Bancorp
+2.08%
+$104.5 
ALL Allstate Corporation
+2.06%
+$153.14 
WFC Wells Fargo & Company
+2.03%
+$1,344 
GE General Electric Company
+1.99%
+$1,860 
SHEL Shell plc
+1.98%
+$468.31 
OKE ONEOK, Inc.
+1.93%
+$2,141.11 
AEP American Electric Power Company, Inc.
+1.87%
+$638 
AXP American Express Company
+1.86%
+$297.84 
DIS The Walt Disney Company
+1.79%
+$396 
PG Procter & Gamble Co
+1.76%
+$2,074.73 
AMX América Móvil, S.A.B. de C.V.
+1.69%
+$638.4 
EVRG Evergy Inc.
+1.67%
+$7,276 
KO The Coca-Cola Company
+1.65%
+$1,761.68 
CAG Conagra Brands Inc.
+1.62%
+$69 
SO The Southern Company
+1.62%
+$463.85 
DEO Diageo plc Sponsored ADR
+1.59%
+$149 
DUK Duke Energy Corporation
+1.57%
+$1,919.09 
SJM The J.M. Smucker Company
+1.54%
+$58.2 
BAC Bank of America Corporation
+1.54%
+$1,788.75 
COP ConocoPhillips
+1.53%
+$2,170 
LLY Eli Lilly and Company
+1.51%
+$16,348.5 
RIO Rio Tinto Plc Sponsored ADR
+1.5%
+$304.87 
TSCO Tractor Supply Company
+1.5%
+$562.5 
DPZ Domino's Pizza Inc.
+1.49%
+$234.78 
MO Altria Group, Inc.
+1.45%
+$1,929.21 
KRE SPDR S&P Regional Banking ETF
+1.45%
+$7,221.5 
OGE Oge Energy Corp.
+1.41%
+$232.75 
ITA iShares U.S. Aerospace & Defense ETF
+1.4%
+$4,321 
CL Colgate-Palmolive Company
+1.39%
+$1,029.42 
T AT&T Inc.
+1.36%
+$485.68 
GSK GSK plc Sponsored ADR
+1.35%
+$158.4 
LVHD Franklin U.S. Low Volatility ETF
+1.34%
+$222.52 
ET Energy Transfer L.P.
+1.33%
+$5.3 
VZ Verizon Communications Inc.
+1.32%
+$321.75 
JNJ Johnson & Johnson
+1.3%
+$2,597.73 
XLP Consumer Staples Select Sector SPDR Fund
+1.27%
+$220 
BKH Black Hills Corporation
+1.26%
+$96 
BLCN Siren NexGen Economy ETF
+1.25%
+$97.5 
NEE NextEra Energy, Inc.
+1.23%
+$485.97 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.2%
+$2,719.29 
MRK Merck & Co., Inc.
+1.2%
+$1,233.66 
CLX The Clorox Company
+1.19%
+$102.5 
UPS United Parcel Service, Inc.
+1.16%
+$113 
BRK-B Berkshire Hathaway Inc.
+1.15%
+$14,237.08 
DVY iShares Select Dividend ETF
+1.13%
+$214.8 
VPU Vanguard Utilities ETF
+1.12%
+$2,361.38 
VDE Vanguard Energy ETF
+1.12%
+$7,519.2 
CVX Chevron Corporation
+1.1%
+$266.2 
SCHH Schwab U.S. REIT ETF
+1.09%
+$3,856.3 
AAPL Apple Inc.
+1.08%
+$3,983.74 
HLN Haleon Plc - ADR
+1.06%
+$31.5 
BRK-A Berkshire Hathaway Inc.
+1.05%
+$33,096.68 
PECO Phillips Edison & Company, Inc.
+1.04%
+$1,337.47 
XEL Xcel Energy Inc.
+1.04%
+$156 
WMT Walmart Inc.
+1.02%
+$40,002.99 
BA Boeing Company
+1%
+$837.1 
VNQ Vanguard Real Estate ETF
+0.99%
+$3,867.78 
V Visa Inc. Class A
+0.98%
+$423.36 
IYR iShares U.S. Real Estate ETF
+0.97%
+$206.8 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.96%
+$384.35 
PXI Invesco Dorsey Wright Energy ETF
+0.96%
+$374.34 
ABBV AbbVie Inc.
+0.95%
+$2,516.51 
WMB The Williams Companies, Inc.
+0.95%
+$12.45 
TRV The Travelers Companies, Inc.
+0.94%
+$199.1 
PKG Packaging Corporation of America
+0.92%
+$1,230.5 
CFFN Capitol Federal Financial, Inc.
+0.91%
+$1,542.9 
AMGN Amgen Inc.
+0.91%
+$23.67 
DFAI Dimensional International Core Equity Market ETF
+0.83%
+$152,599.71 
OMC Omnicom Group Inc.
+0.83%
+$1,072 
OXY Occidental Petroleum Corporation
+0.82%
+$117 
DIVB iShares Core Dividend ETF
+0.79%
+$202.5 
XOM Exxon Mobil Corporation
+0.78%
+$2,945.5 
DGRO iShares Core Dividend Growth ETF
+0.76%
+$299.39 
ON ON Semiconductor Corporation
+0.72%
+$26.5 
FENI Fidelity Enhanced International ETF
+0.72%
+$111,032.01 
EFA iShares MSCI EAFE ETF
+0.71%
+$3,840.6 
SIRI Sirius XM Holdings Inc.
+0.7%
+$95 
BMY Bristol-Myers Squibb Company
+0.69%
+$714 
VTV Vanguard Value ETF
+0.67%
+$170,467.92 
PSX Phillips 66
+0.67%
+$312.66 
NVS Novartis AG Sponsored ADR
+0.66%
+$74.25 
PFE Pfizer Inc.
+0.63%
+$990.3 
MCD McDonald's Corporation
+0.63%
+$4,608.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.59%
+$3,459.58 
CTRE CareTrust REIT Inc.
+0.59%
+$236.5 
SBUX Starbucks Corporation
+0.5%
+$704.8 
IVE ISHARES S&P 500 VALUE ETF
+0.45%
+$408.1 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.45%
+$81,500.72 
GEHC GE HealthCare Technologies Inc.
+0.43%
+$30 
AVLV Avantis U.S. Large Cap Value ETF
+0.41%
+$85,853.46 
PRU Prudential Financial, Inc.
+0.4%
+$47 
IWD iShares Russell 1000 Value ETF
+0.39%
+$149 
ADM Archer-Daniels-Midland Co
+0.36%
+$66.37 
VIS Vanguard Industrials ETF
+0.3%
+$385.7 
ABT Abbott Laboratories
+0.29%
+$164.4 
YUM Yum! Brands, Inc.
+0.28%
+$214.2 
EMR Emerson Electric Co.
+0.27%
+$32.25 
MCO Moody's Corporation
+0.25%
+$140.22 
IHI iShares U.S. Medical Devices ETF
+0.2%
+$785.4 
UNP Union Pacific Corporation
+0.19%
+$686.56 
BDX Becton, Dickinson and Company
+0.14%
+$112 
GEV GE Vernova Inc.
+0.13%
+$90.37 
GLD SPDR Gold Shares
+0.11%
+$112.75 
TPL Texas Pacific Land Corporation
+0.1%
+$640.82 
IAU iShares Gold Trust
+0.1%
+$284.16 
IJR iShares Core S&P Small-Cap ETF
+0.08%
+$33.77 
CEF Sprott Physical Gold and Silver Trust
+0.07%
+$54 
TROW T. Rowe Price Group, Inc.
+0.04%
+$4 
ENZL iShares MSCI New Zealand ETF
+0.01%
+$11.34 
GWW W.W. Grainger, Inc.
+0.01%
+$10.8 
CNHI CNH Industrial N.V.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
RKLB Rocket Lab Corporation
-4.99%
-$8.27 
HPE Hewlett Packard Enterprise Company
-4.78%
-$1,009.8 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.33%
-$134,731.52 
HACK Amplify Cybersecurity ETF
-4.26%
-$28,290.3 
ORCL Oracle Corporation
-3.61%
-$7,551.45 
BITQ Bitwise Crypto Industry Innovators ETF
-3.55%
-$3,830.5 
DELL Dell Technologies Inc.
-3.11%
-$1,665.62 
GLW Corning Incorporated
-2.78%
-$770 
XBI SPDR S&P Biotech ETF
-2.76%
-$17,574.3 
META Meta Platforms Inc Class A
-2.27%
-$836.75 
UFOX Defiance Connective Technologies ETF
-2.13%
-$64,266.6 
IBB iShares Biotechnology ETF
-2.03%
-$20,255.49 
CSCO Cisco Systems, Inc.
-1.85%
-$710.5 
VGT Vanguard Information Technology ETF
-1.79%
-$164,431.84 
MTUM iShares MSCI USA Momentum Factor ETF
-1.68%
-$76,364.49 
KOMP SPDR S&P Kensho New Economies Composite ETF
-1.56%
-$23,818.46 
GOOGL Alphabet Inc
-1.5%
-$3,557.28 
MSFT Microsoft Corp.
-1.49%
-$17,457.98 
XPH SPDR S&P Pharmaceuticals ETF
-1.47%
-$3,006.25 
RIVN Rivian Automotive, Inc.
-1.46%
-$114 
GOOG Alphabet Inc
-1.4%
-$7,888.4 
QQQ Invesco QQQ Trust, Series 1
-1.38%
-$7,715.4 
AGCO AGCO Corporation
-1.35%
-$715 
QMOM Alpha U.S. Quantitative Momentum ETF
-1.34%
-$44,496.22 
TSLX Sixth Street Specialty Lending Inc.
-1.31%
-$23 
ARKX ARK Space & Defense Innovation ETF
-1.28%
-$1,092 
QGRO American Century U.S. Quality Growth ETF
-1.21%
-$406.12 
FBCG Fidelity Blue Chip Growth Fund
-1.2%
-$195,892.06 
JGRO JPMorgan Active Growth ETF
-1.19%
-$323,775.51 
IBM International Business Machines Corporation
-1.16%
-$2,448 
IWF iShares Russell 1000 Growth ETF
-1.16%
-$1,152 
VONG Vanguard Russell 1000 Growth Fund
-1.13%
-$388.22 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-1.07%
-$119,008.64 
VUG Vanguard Growth ETF
-1.04%
-$293,169.07 
IEMG iShares Core MSCI Emerging Markets ETF
-1%
-$314 
DE Deere & Company
-0.99%
-$4,489.69 
HPQ HP Inc.
-0.97%
-$150 
KARS KraneShares Electric Vehicles and Future Mobility Index ETF
-0.95%
-$299.52 
CEG Constellation Energy Corporation
-0.94%
-$5.14 
VOX Vanguard Communication Services ETF
-0.87%
-$1,925.95 
VWO Vanguard FTSE Emerging Markets ETF
-0.83%
-$401.8 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.81%
-$2,852.36 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.76%
-$252 
TSLA Tesla, Inc.
-0.73%
-$1,273.88 
DRIV Global X Autonomous & Electric Vehicles ETF
-0.71%
-$413.6 
FIS Fidelity National Information Services, Inc.
-0.69%
-$28 
WAT Waters Corporation
-0.64%
-$152.28 
IWM iShares Russell 2000 ETF
-0.52%
-$279.36 
SECT Main Sector Rotation ETF
-0.51%
-$17,334.58 
NLR VanEck Uranium and Nuclear ETF
-0.48%
-$170.2 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.45%
-$448.14 
SCHA Schwab U.S. Small-Cap ETF
-0.43%
-$786.8 
VB Vanguard Small-Cap ETF
-0.42%
-$1,714.1 
GILD Gilead Sciences Inc.
-0.41%
-$88.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.35%
-$63.72 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$4,948.68 
IWR iShares Russell Mid-Cap ETF
-0.33%
-$110.96 
SPY SPDR S&P 500 ETF Trust
-0.3%
-$71.3 
VOO Vanguard S&P 500 ETF
-0.3%
-$1,645.8 
IVV iShares Core S&P 500 ETF
-0.29%
-$88.59 
NVDA NVIDIA Corporation
-0.29%
-$53.79 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.28%
-$1,939.65 
IPAY Amplify Digital Payments ETF
-0.23%
-$230 
VT Vanguard Total World Stock ETF
-0.2%
-$104.64 
QLC FlexShares US Quality Large Cap Fund
-0.18%
-$14,841.85 
BX Blackstone Inc.
-0.17%
-$43.7 
IJH iShares Core S&P Mid-Cap ETF
-0.16%
-$144.32 
CAT Caterpillar Inc.
-0.15%
-$569.81 
UG United-Guardian, Inc.
-0.15%
-$1 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.1%
-$10.78 
SLV iShares Silver Trust
-0.06%
-$39.45 
VHT Vanguard Health Care ETF
-0.05%
-$1,122.72 
VO Vanguard Mid-Cap ETF
-0.03%
-$7,361.48 Events
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Dividends
Dividend Analysis
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| Trades 890 | Longs Won 666/890 74% | Profit Factor 32.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $555,326.06 |
| Average Win $124,830.02 | Best Trade (Oct 15) $9.86M | Sharpe Ratio -10.19 |
| Average Loss -$11,407.06 | Worst Trade (Oct 16) -$698,273.86 | Z-Score 14.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2d | Expectancy $90,541.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,075 | $209,321.63 | $371,633.73 | - | $162,312.1 | 77.54% | +1.084% |
| ABBV AbbVie Inc. | 939 | $157,600.73 | $268,629.11 | - | $111,028.38 | 70.45% | +0.946% |
| ABT Abbott Laboratories | 548 | $60,318.18 | $57,529.04 | - | -$2,789.14 | -4.62% | +0.287% |
| ADM Archer-Daniels-Midland Co | 225 | $17,190 | $18,725.62 | - | $1,535.62 | 8.93% | +0.356% |
| AEP American Electric Power Company, Inc. | 275 | $30,148.81 | $34,817.75 | - | $4,668.94 | 15.49% | +1.867% |
| AGCO AGCO Corporation | 500 | $59,850 | $52,385 | - | -$7,465 | -12.47% | -1.347% |
| ALL Allstate Corporation | 31 | $4,339.38 | $7,580.74 | - | $3,241.36 | 74.7% | +2.062% |
| AMGN Amgen Inc. | 6 | $1,869.27 | $2,627.85 | - | $758.58 | 40.58% | +0.909% |
| AMX América Móvil, S.A.B. de C.V. | 1,680 | $43,663 | $38,320.8 | - | -$5,342.2 | -12.24% | +1.694% |
| ARKX ARK Space & Defense Innovation ETF | 2,800 | $95,536 | $84,392 | - | -$11,144 | -11.66% | -1.277% |
| AVLV Avantis U.S. Large Cap Value ETF | 222,996 | $15.72M | $20.91M | - | $5.19M | 33.05% | +0.412% |
| AXP American Express Company | 51 | $17,251 | $16,305.21 | - | -$945.79 | -5.48% | +1.861% |
| BA Boeing Company | 442 | $115,123.4 | $84,255.76 | - | -$30,867.64 | -26.81% | +1.003% |
| BAC Bank of America Corporation | 2,250 | $117,337.5 | $118,113.75 | - | $776.25 | 0.66% | +1.538% |
| BDX Becton, Dickinson and Company | 400 | $76,102.76 | $77,616 | - | $1,513.24 | 1.99% | +0.145% |
| BITQ Bitwise Crypto Industry Innovators ETF | 4,700 | $115,150 | $104,034.5 | - | -$11,115.5 | -9.65% | -3.551% |
| BKH Black Hills Corporation | 100 | $7,440 | $7,683 | - | $243 | 3.27% | +1.265% |
| BLCN Siren NexGen Economy ETF | 325 | $8,245 | $7,913.75 | - | -$331.25 | -4.02% | +1.247% |
| BMY Bristol-Myers Squibb Company | 1,700 | $87,227.26 | $103,683 | - | $16,455.74 | 18.87% | +0.693% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 10,376 | $321,527.84 | $347,233.88 | - | $25,706.04 | 7.99% | -0.815% |
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FAQ
Which stocks have generated the highest profits for Julie Beswick?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Information Technology ETF - $1.75M, Vanguard Mid-Cap ETF - $1.68M, Vanguard Value ETF - $1.22M, iShares MSCI USA Momentum Factor ETF - $1.17M, and Walmart Inc - $952,190.88. 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: Vanguard Real Estate ETF - $85,618.92, VanEck Rare Earth and Strategic Metals ETF - $38,060, iShares Biotechnology ETF - $37,581.45, Tesla, Inc - $36,345, and Boeing Company - $32,662.55. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Julie Beswick's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.44M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $1.02M, Fidelity Enhanced International ETF - $888,713.93, Vanguard Mid-Cap ETF - $798,208.74, Dimensional International Core Equity Market ETF - $728,836.63, and First Trust SMID Cap Rising Dividend Achievers ETF - $561,731.14. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Julie Beswick's monthly returns?
Julie Beswick's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Julie Beswick's strategy be considered aggressive or moderate?
Julie Beswick's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Julie Beswick's strategy?
Julie Beswick'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.
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