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:
67.96%
Gain -1.29%
Monthly
1.63%
Yearly
21.45%
Drawdown
21%
$283.65M
Equity
Holdings
$283.65M
Investment
$212.11M
$81.02M
Profit -$2.4M
Realized
$9.48M
Unrealized
$71.54M
Dividends
$5.79M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.29%
Profit
-$2.4M
Win %
78%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$1.56M
Win %
78%
This Month
Compared to last month
Gain
-0.84%
Profit
-$2.4M
Win %
78%
This Year
Compared to last year
Gain
-1.37%
Profit
-$3.2M
Win %
79%
GOOG Alphabet Inc
+6.88%
+$37,670.8 
GOOGL Alphabet Inc
+6.73%
+$15,279.6 
META Meta Platforms Inc Class A
+3.28%
+$884 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$294.65 
MSFT Microsoft Corp.
+3.02%
+$29,664.34 
NVDA NVIDIA Corporation
+2.93%
+$485.35 
CVX Chevron Corporation
+2.35%
+$497.2 
GLW Corning Incorporated
+2.24%
+$606 
CSCO Cisco Systems, Inc.
+2.14%
+$850.5 
TPL Texas Pacific Land Corporation
+2.11%
+$14,827.38 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$54,434.03 
OXY Occidental Petroleum Corporation
+2%
+$262.08 
GWW W.W. Grainger, Inc.
+1.97%
+$2,405.7 
OKE ONEOK, Inc.
+1.95%
+$2,134.98 
TSCO Tractor Supply Company
+1.85%
+$630 
ORCL Oracle Corporation
+1.81%
+$3,596.67 
KMI Kinder Morgan, Inc.
+1.64%
+$260 
SHEL Shell plc
+1.62%
+$336.63 
HPE Hewlett Packard Enterprise Company
+1.61%
+$273.6 
HPQ HP Inc.
+1.53%
+$205 
VZ Verizon Communications Inc.
+1.52%
+$385 
GE General Electric Company
+1.42%
+$1,509 
PXI Invesco Dorsey Wright Energy ETF
+1.26%
+$444 
COP ConocoPhillips
+1.22%
+$1,450 
HACK Amplify Cybersecurity ETF
+1.2%
+$6,896.1 
WFC Wells Fargo & Company
+1.19%
+$816 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$180,009.45 
VOX Vanguard Communication Services ETF
+1.12%
+$2,297.43 
VUG Vanguard Growth ETF
+1.1%
+$291,726.12 
VDE Vanguard Energy ETF
+1.02%
+$6,109.35 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$459.2 
UNP Union Pacific Corporation
+0.92%
+$3,273.43 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$3,320.32 
WMB The Williams Companies, Inc.
+0.89%
+$11.97 
IBM International Business Machines Corporation
+0.86%
+$1,718.98 
GEV GE Vernova Inc.
+0.85%
+$623.25 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$270.68 
ARKX ARK Space & Defense Innovation ETF
+0.82%
+$700 
MCD McDonald's Corporation
+0.82%
+$6,670.43 
EMR Emerson Electric Co.
+0.79%
+$88.5 
TSLA Tesla, Inc.
+0.76%
+$1,135.15 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$712 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$224 
CTRE CareTrust REIT Inc.
+0.72%
+$330 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$165.54 
VIS Vanguard Industrials ETF
+0.72%
+$998.76 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,790.83 
CAT Caterpillar Inc.
+0.7%
+$2,937.05 
BMY Bristol-Myers Squibb Company
+0.69%
+$765 
IVV iShares Core S&P 500 ETF
+0.69%
+$199.68 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$4,496.94 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,418.8 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$2,279.7 
JGRO JPMorgan Active Growth ETF
+0.61%
+$160,455.12 
ET Energy Transfer L.P.
+0.59%
+$2.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$103.68 
MO Altria Group, Inc.
+0.57%
+$703.17 
QLC FlexShares US Quality Large Cap Fund
+0.57%
+$44,525.55 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
+0.56%
+$60,991.93 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$7,273.06 
PSX Phillips 66
+0.51%
+$174.96 
IWD iShares Russell 1000 Value ETF
+0.44%
+$165.39 
RKLB Rocket Lab Corporation
+0.42%
+$0.81 
PFE Pfizer Inc.
+0.4%
+$535.3 
QGRO American Century U.S. Quality Growth ETF
+0.4%
+$127.8 
RTX RTX Corporation
+0.39%
+$2,341.92 
PG Procter & Gamble Co
+0.37%
+$396.97 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,395.18 
BAC Bank of America Corporation
+0.36%
+$495 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$32.34 
SECT Main Sector Rotation ETF
+0.34%
+$11,398.08 
MRK Merck & Co., Inc.
+0.32%
+$290.7 
UFOX Defiance Connective Technologies ETF
+0.28%
+$8,419.86 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$12,350.99 
JPM JPMorgan Chase & Co.
+0.27%
+$94.94 
VT Vanguard Total World Stock ETF
+0.26%
+$134.07 
DIVB iShares Core Dividend ETF
+0.26%
+$63.75 
SO The Southern Company
+0.21%
+$64.2 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$1,143.99 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$6,439.96 
JNJ Johnson & Johnson
+0.21%
+$416.58 
OGE Oge Energy Corp.
+0.19%
+$31.5 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$60 
USB U.S. Bancorp
+0.17%
+$472.99 
T AT&T Inc.
+0.17%
+$60.92 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$28,989.7 
DELL Dell Technologies Inc.
+0.14%
+$63.28 
AMX América Móvil, S.A.B. de C.V.
+0.12%
+$50.4 
PECO Phillips Edison & Company, Inc.
+0.12%
+$169.3 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$21,967.85 
BDX Becton, Dickinson and Company
+0.1%
+$68 
WMT Walmart Inc.
+0.09%
+$3,313.77 
ABT Abbott Laboratories
+0.09%
+$49.32 
AEP American Electric Power Company, Inc.
+0.06%
+$19.25 
DIS The Walt Disney Company
+0.03%
+$6 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.02%
+$8.76 
CNHI CNH Industrial N.V.
0%
$0 
BLCN Siren NexGen Economy ETF
0%
$0 
RIVN Rivian Automotive, Inc.
-9.57%
-$966 
AAPL Apple Inc.
-7.35%
-$26,359 
TROW T. Rowe Price Group, Inc.
-6.31%
-$753 
AGCO AGCO Corporation
-4.64%
-$2,485 
SIRI Sirius XM Holdings Inc.
-4.36%
-$675 
BITQ Bitwise Crypto Industry Innovators ETF
-3.47%
-$3,854 
CAG Conagra Brands Inc.
-3.46%
-$156 
XBI SPDR S&P Biotech ETF
-2.94%
-$18,890.32 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$192 
FIS Fidelity National Information Services, Inc.
-2.67%
-$137.76 
ON ON Semiconductor Corporation
-2.54%
-$106.5 
ABBV AbbVie Inc.
-2.51%
-$6,075.33 
SJM The J.M. Smucker Company
-2.41%
-$88.5 
XPH SPDR S&P Pharmaceuticals ETF
-2.41%
-$5,460.01 
HLN Haleon Plc - ADR
-2.37%
-$72 
YUM Yum! Brands, Inc.
-2.37%
-$1,897.2 
UG United-Guardian, Inc.
-2.35%
-$17 
BA Boeing Company
-2.15%
-$2,103.92 
NEM Newmont Corporation
-2.14%
-$410 
SLV iShares Silver Trust
-2.13%
-$1,499.1 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$1,548 
IBB iShares Biotechnology ETF
-1.87%
-$17,100.4 
ADM Archer-Daniels-Midland Co
-1.66%
-$301.5 
IPAY Amplify Digital Payments ETF
-1.57%
-$1,600 
WHR Whirlpool Corporation
-1.5%
-$114 
GLD SPDR Gold Shares
-1.49%
-$1,545.5 
IAU iShares Gold Trust
-1.46%
-$4,013.76 
NVS Novartis AG Sponsored ADR
-1.45%
-$171.75 
BKH Black Hills Corporation
-1.41%
-$102 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$566.1 
DPZ Domino's Pizza Inc.
-1.37%
-$250.12 
CLX The Clorox Company
-1.24%
-$120 
F Ford Motor Company
-1.21%
-$234 
NEE NextEra Energy, Inc.
-1.15%
-$506.01 
OMC Omnicom Group Inc.
-1.14%
-$1,456 
DE Deere & Company
-1.13%
-$4,725.99 
DEO Diageo plc Sponsored ADR
-1.12%
-$100 
PKG Packaging Corporation of America
-1.12%
-$1,604.25 
KO The Coca-Cola Company
-1.02%
-$1,043.1 
UPS United Parcel Service, Inc.
-1%
-$105 
XOM Exxon Mobil Corporation
-0.97%
-$3,289.5 
MET MetLife Inc.
-0.97%
-$94 
KARS KraneShares Electric Vehicles and Future Mobility Index ETF
-0.95%
-$339.15 
ENZL iShares MSCI New Zealand ETF
-0.93%
-$792 
GILD Gilead Sciences Inc.
-0.81%
-$147.66 
MCO Moody's Corporation
-0.81%
-$442.32 
WAT Waters Corporation
-0.79%
-$161.46 
VHT Vanguard Health Care ETF
-0.76%
-$16,419.71 
GSK GSK plc Sponsored ADR
-0.73%
-$91.2 
VPU Vanguard Utilities ETF
-0.71%
-$1,589.84 
DUK Duke Energy Corporation
-0.67%
-$864.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,965.83 
AMGN Amgen Inc.
-0.64%
-$14.88 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$119,426.74 
EFA iShares MSCI EAFE ETF
-0.62%
-$3,425.4 
PM Philip Morris International Inc.
-0.61%
-$147.5 
SBUX Starbucks Corporation
-0.57%
-$873 
PRU Prudential Financial, Inc.
-0.56%
-$69 
IYR iShares U.S. Real Estate ETF
-0.55%
-$127.6 
VNQ Vanguard Real Estate ETF
-0.54%
-$2,315.52 
COF Capital One Financial Corporation
-0.54%
-$197.75 
LLY Eli Lilly and Company
-0.53%
-$5,302.45 
SCHH Schwab U.S. REIT ETF
-0.49%
-$1,888.8 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$84 
ALL Allstate Corporation
-0.49%
-$40.3 
IWM iShares Russell 2000 ETF
-0.47%
-$269.66 
TSLX Sixth Street Specialty Lending Inc.
-0.46%
-$8 
PEP PepsiCo, Inc.
-0.46%
-$1,098.88 
DVY iShares Select Dividend ETF
-0.45%
-$86.4 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$1,642.2 
TRV The Travelers Companies, Inc.
-0.43%
-$89.65 
QMOM Alpha U.S. Quantitative Momentum ETF
-0.42%
-$14,344.82 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$730.6 
VGT Vanguard Information Technology ETF
-0.38%
-$32,212.16 
AXP American Express Company
-0.38%
-$64.77 
FENI Fidelity Enhanced International ETF
-0.37%
-$58,437.9 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$74.25 
CL Colgate-Palmolive Company
-0.33%
-$239.4 
TFC Truist Financial Corporation
-0.33%
-$51 
CEG Constellation Energy Corporation
-0.31%
-$1.62 
EVRG Evergy Inc.
-0.29%
-$1,283.99 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$94.24 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$110.66 
VTV Vanguard Value ETF
-0.27%
-$67,499.58 
BX Blackstone Inc.
-0.25%
-$73.6 
CFFN Capitol Federal Financial, Inc.
-0.23%
-$411.44 
VB Vanguard Small-Cap ETF
-0.22%
-$927.27 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$173.25 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$171.63 
FITB Fifth Third Bancorp
-0.16%
-$9 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$320.91 
LVHD Franklin U.S. Low Volatility ETF
-0.11%
-$19.15 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$100.4 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.09%
-$1,437.3 
VO Vanguard Mid-Cap ETF
-0.05%
-$14,722.96 
V Visa Inc. Class A
-0.04%
-$15.12 
XEL Xcel Energy Inc.
-0.04%
-$6 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$12.28 
DRIV Global X Autonomous & Electric Vehicles ETF
-0.02%
-$13.16 Events
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Dividends
Dividend Analysis
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| Trades 890 | Longs Won 672/890 75% | Profit Factor 33.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $553,129.08 |
| Average Win $124,273.71 | Best Trade (Aug 14) $9.36M | Sharpe Ratio -10.19 |
| Average Loss -$11,436.08 | Worst Trade (Aug 03) -$714,992.68 | Z-Score 14.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 6d | Expectancy $91,032.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,075 | $209,321.63 | $332,078.25 | - | $122,756.62 | 58.64% | -7.354% |
| ABBV AbbVie Inc. | 939 | $157,600.73 | $235,632.66 | - | $78,031.93 | 49.51% | -2.513% |
| ABT Abbott Laboratories | 548 | $60,318.18 | $57,923.6 | - | -$2,394.58 | -3.97% | +0.085% |
| ADM Archer-Daniels-Midland Co | 225 | $17,190 | $17,835.75 | - | $645.75 | 3.76% | -1.662% |
| AEP American Electric Power Company, Inc. | 275 | $30,148.81 | $35,158.75 | - | $5,009.94 | 16.62% | +0.055% |
| AGCO AGCO Corporation | 500 | $59,850 | $51,080 | - | -$8,770 | -14.65% | -4.639% |
| ALL Allstate Corporation | 31 | $4,339.38 | $8,186.48 | - | $3,847.1 | 88.66% | -0.49% |
| AMGN Amgen Inc. | 6 | $1,869.27 | $2,310.96 | - | $441.69 | 23.63% | -0.64% |
| AMX América Móvil, S.A.B. de C.V. | 1,680 | $43,663 | $42,588 | - | -$1,075 | -2.46% | +0.118% |
| ARKX ARK Space & Defense Innovation ETF | 2,800 | $95,536 | $85,680 | - | -$9,856 | -10.32% | +0.824% |
| AVLV Avantis U.S. Large Cap Value ETF | 222,996 | $15.72M | $20.55M | - | $4.84M | 30.77% | +0.141% |
| AXP American Express Company | 51 | $17,251 | $17,148.75 | - | -$102.25 | -0.59% | -0.376% |
| BA Boeing Company | 442 | $115,123.4 | $95,533.88 | - | -$19,589.52 | -17.02% | -2.155% |
| BAC Bank of America Corporation | 2,250 | $117,337.5 | $139,387.5 | - | $22,050 | 18.79% | +0.356% |
| BDX Becton, Dickinson and Company | 400 | $76,102.76 | $66,248 | - | -$9,854.76 | -12.95% | +0.103% |
| BITQ Bitwise Crypto Industry Innovators ETF | 4,700 | $115,150 | $107,113 | - | -$8,037 | -6.98% | -3.473% |
| BKH Black Hills Corporation | 100 | $7,440 | $7,121 | - | -$319 | -4.29% | -1.412% |
| BLCN Siren NexGen Economy ETF | 325 | $8,245 | $7,888.72 | - | -$356.28 | -4.32% | 0.0 |
| BMY Bristol-Myers Squibb Company | 1,700 | $87,227.26 | $111,027 | - | $23,799.74 | 27.28% | +0.694% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 10,376 | $321,527.84 | $365,442.72 | - | $43,914.88 | 13.66% | +0.917% |
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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 - $1.73M, Vanguard Mid-Cap ETF - $1.57M, iShares MSCI USA Momentum Factor ETF - $1.17M, Vanguard Value ETF - $1.1M, and Walmart Inc - $943,989.47. 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 - $89,069.04, VanEck Rare Earth and Strategic Metals ETF - $38,060, iShares Biotechnology ETF - $37,635.37, 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 $5.79M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $901,233.15, Fidelity Enhanced International ETF - $806,900.87, Vanguard Mid-Cap ETF - $691,504.09, Dimensional International Core Equity Market ETF - $647,436.85, and First Trust SMID Cap Rising Dividend Achievers ETF - $517,795.44. 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.
