Amy Hart Portfolio
Invests via Phillips Wealth Planners LLC | Managed by Lynn Phillips-Gaines, Lauren Black
Invests via Phillips Wealth Planners LLC
Managed by Lynn Phillips-Gaines, Lauren Black
Automatically Tracked
Amy Hart Profile
Amy Hart has carved a niche for herself as an entrepreneurial founder in the tech sector. With a robust background in software development and project management, she established her first startup focusing on innovative digital solutions that enhance user engagement. Over the years, her leadership has been instrumental in scaling operations and driving strategic partnerships that bolster market presence. She actively invests in emerging technology companies, leveraging her insights into consumer behavior and product-market fit to identify high-potential opportunities. Her ability to adapt to evolving industry trends makes her a pivotal figure within the entrepreneurial ecosystem.
Amy Hart has carved a niche for herself as an entrepreneurial founder in the tech sector. With a robust background in software development and project management, she established her first startup focusing on innovative digital solutions that enhance user engagement. Over the years, her leadership has been instrumental in scaling operations and driving strategic partnerships that bolster market presence. She actively invests in emerging technology companies, leveraging her insights into consumer behavior and product-market fit to identify high-potential opportunities. Her ability to adapt to evolving industry trends makes her a pivotal figure within the entrepreneurial ecosystem.
Investment Philosophy & Strategy
Growth opportunities in the tech landscape captivate Amy Hart, whose entrepreneurial journey reflects a deep commitment to innovation and scalability. With her acute understanding of software dynamics, she prioritizes investments that not only promise returns but also enhance technological advancement. Drawing on extensive experience, decisions are shaped by emerging trends and consumer insights, enabling strategic positioning within competitive sectors. Her unique blend of operational acumen and forward-thinking approach positions her to spot disruptive potential in nascent ventures, ensuring sustained engagement with transformational ideas.
Growth opportunities in the tech landscape captivate Amy Hart, whose entrepreneurial journey reflects a deep commitment to innovation and scalability. With her acute understanding of software dynamics, she prioritizes investments that not only promise returns but also enhance technological advancement. Drawing on extensive experience, decisions are shaped by emerging trends and consumer insights, enabling strategic positioning within competitive sectors. Her unique blend of operational acumen and forward-thinking approach positions her to spot disruptive potential in nascent ventures, ensuring sustained engagement with transformational ideas.
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:
61.01%
Gain -0.95%
Monthly
1.35%
Yearly
17.42%
Drawdown
17.56%
$134.09M
Equity
Holdings
$134.09M
Investment
$101.61M
$43.93M
Profit -$858,191.46
Realized
$11.45M
Unrealized
$32.48M
Dividends
$7.71M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.95%
Profit
-$858,191.46
Win %
75%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$285,614.71
Win %
75%
This Month
Compared to last month
Gain
-0.19%
Profit
-$253,128.09
Win %
75%
This Year
Compared to last year
Gain
8.64%
Profit
$10.65M
Win %
76%
MU Micron Technology, Inc.
+7.33%
+$30,305.19 
AMAT Applied Materials, Inc.
+6.49%
+$18,398.76 
AMKR Amkor Technology Inc.
+4.59%
+$14,961.31 
AMD Advanced Micro Devices, Inc.
+4.55%
+$61,788.24 
KLAC KLA Corporation
+4.02%
+$16,930.18 
MKSI MKS Instruments Inc.
+3.71%
+$16,144.26 
HPE Hewlett Packard Enterprise Company
+3.67%
+$20,942.72 
ORCL Oracle Corporation
+3.62%
+$15,031.36 
LRCX Lam Research Corporation
+3.48%
+$9,540.69 
ASML ASML Holding N.V. New York Registry Shares
+3.31%
+$18,548.8 
GLW Corning Incorporated
+3.13%
+$15,351.95 
LFUS Littelfuse Inc.
+2.85%
+$6,035.05 
TXN Texas Instruments Inc
+2.76%
+$37,991.16 
ARKK ARK Innovation ETF Fund
+2.64%
+$11,749.32 
FIX Comfort Systems USA, Inc.
+2.57%
+$6,506.07 
NVT nVent Electric plc
+2.49%
+$6,712.54 
FDX FedEx Corporation
+2.46%
+$9,633.12 
CDNS Cadence Design Systems, Inc.
+2.35%
+$4,687.05 
CEG Constellation Energy Corporation
+2.26%
+$5,757.22 
TSLA Tesla, Inc.
+2.19%
+$15,757.71 
TTE TotalEnergies SE
+2.19%
+$22,082.52 
UNH UnitedHealth Group Incorporated
+2.11%
+$11,885.94 
IEMG iShares Core MSCI Emerging Markets ETF
+2.07%
+$8,788.8 
EEMA iShares MSCI Emerging Markets Asia ETF
+2.06%
+$7,438.38 
NXPI NXP Semiconductors N.V.
+2.01%
+$8,291.94 
XLK State Street Technology Select Sector SPDR ETF
+1.91%
+$45,840.51 
APH Amphenol Corporation
+1.86%
+$12,121.24 
CAT Caterpillar Inc.
+1.73%
+$12,116.33 
VPL Vanguard FTSE Pacific ETF
+1.72%
+$5,927.82 
B BARRICK MINING CORP Common Stock (ABR0)
+1.69%
+$3,152.96 
ADI Analog Devices, Inc.
+1.67%
+$7,102.21 
MS Morgan Stanley
+1.67%
+$5,976.29 
GEV GE Vernova Inc.
+1.61%
+$11,181.77 
MRK Merck & Co., Inc.
+1.54%
+$9,954.17 
IGM iShares Expanded Tech Sector ETF
+1.52%
+$7,922.65 
AEM Agnico Eagle Mines Limited
+1.47%
+$3,128 
SNPS Synopsys, Inc.
+1.34%
+$2,109.12 
GS The Goldman Sachs Group, Inc.
+1.22%
+$16,408.8 
EXPD Expeditors International of Washington, Inc.
+1.19%
+$3,789.56 
HUBB Hubbell Inc.
+1.15%
+$2,298.96 
QCOM QUALCOMM Incorporated
+1.13%
+$2,769.54 
NVDA NVIDIA Corporation
+1.11%
+$6,811.64 
VEU Vanguard FTSE All-World ex-US ETF
+1.07%
+$18,005.52 
AZN AstraZeneca PLC American Depositary Shares
+1.06%
+$9,819.25 
ETN Eaton Corporation plc
+1.01%
+$6,184.35 
AVGO Broadcom Inc.
+0.99%
+$25,454.2 
EOG EOG Resources, Inc.
+0.98%
+$2,440.85 
JPM JPMorgan Chase & Co.
+0.94%
+$22,990.17 
CSCO Cisco Systems, Inc.
+0.91%
+$3,335.59 
XOM Exxon Mobil Corporation
+0.9%
+$10,818.22 
COP ConocoPhillips
+0.83%
+$2,291.52 
FANG Diamondback Energy Inc
+0.8%
+$3,212.04 
EQIX Equinix, Inc.
+0.79%
+$4,683.68 
IBB iShares Biotechnology ETF
+0.77%
+$3,427.71 
IEFA iShares Core MSCI EAFE ETF
+0.75%
+$4,636.06 
ABBV AbbVie Inc.
+0.72%
+$12,234.04 
WFC Wells Fargo & Company
+0.67%
+$7,368.9 
AMGN Amgen Inc.
+0.58%
+$6,234.48 
MPC Marathon Petroleum Corporation
+0.58%
+$2,060.8 
IEUR iShares Core MSCI Europe ETF
+0.56%
+$9,251.34 
PH Parker-Hannifin Corporation
+0.52%
+$1,444.21 
PCAR PACCAR Inc.
+0.52%
+$1,319.5 
PFE Pfizer Inc.
+0.48%
+$1,391.64 
LLY Eli Lilly and Company
+0.48%
+$2,290.64 
RTX RTX Corporation
+0.46%
+$5,866.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.46%
+$1,640.99 
SPY SPDR S&P 500 ETF Trust
+0.44%
+$1,460.76 
AMCR Amcor plc
+0.44%
+$1,424.81 
VOO Vanguard S&P 500 ETF
+0.42%
+$27,349.81 
META Meta Platforms Inc Class A
+0.4%
+$3,455.64 
BLK BlackRock, Inc.
+0.38%
+$2,151.94 
TT Trane Technologies plc
+0.37%
+$2,255.22 
EMR Emerson Electric Co.
+0.35%
+$1,169.28 
SHEL Shell plc
+0.35%
+$1,288.5 
IYT iShares U.S. Transportation ETF
+0.35%
+$1,657.07 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$1,431.06 
IJR iShares Core S&P Small-Cap ETF
+0.3%
+$2,934.32 
ROK Rockwell Automation, Inc.
+0.3%
+$961.53 
EGP EastGroup Properties Inc.
+0.28%
+$791.78 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$864.36 
TRNO Terreno Realty Corporation
+0.24%
+$835.02 
QSR Restaurant Brands International Inc.
+0.22%
+$730.12 
PLD Prologis Inc.
+0.21%
+$581.02 
TFC Truist Financial Corporation
+0.2%
+$929 
RY Royal Bank of Canada
+0.18%
+$899.46 
CFR Cullen/Frost Bankers Inc.
+0.16%
+$414.71 
RJDI RJ Eagle GCM Dividend Select Income ETF
+0.15%
+$512.07 
CVX Chevron Corporation
+0.14%
+$2,003.4 
RJF Raymond James Financial Inc.
+0.12%
+$508.39 
FHN First Horizon Corporation
+0.08%
+$198.96 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.07%
+$320.02 
XLV Health Care Select Sector SPDR Fund
+0.07%
+$755.15 
VIG Vanguard Dividend Appreciation ETF
+0.05%
+$375.36 
PKG Packaging Corporation of America
+0.03%
+$84.31 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$227.91 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$54.04 
APD Air Products and Chemicals, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HEWPP HEWLETT PACKARD ENTERPRISE CO 7.625% SERIES C MAN CONV PREF
0%
$0 
ORCLPRD
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
RELX Relx PLC Sponsored ADR
-3.04%
-$11,155.21 
SPGI S&P Global Inc.
-2.85%
-$8,651.88 
WTFC Wintrust Financial Corporation
-2.24%
-$5,640.79 
PGR Progressive Corporation
-2.09%
-$8,492.31 
RSG Republic Services, Inc.
-2.07%
-$10,986.28 
TMUS T-Mobile US, Inc.
-2.06%
-$10,279.14 
WM Waste Management, Inc.
-1.99%
-$6,414.49 
VRSK Verisk Analytics Inc.
-1.94%
-$5,157.28 
GILD Gilead Sciences Inc.
-1.75%
-$8,099.11 
CME CME Group Inc.
-1.74%
-$16,396.8 
CRM Salesforce Inc
-1.74%
-$7,694.93 
JKHY Jack Henry & Associates, Inc.
-1.74%
-$4,250.68 
MDLZ Mondelez International, Inc.
-1.64%
-$6,569.64 
ICE Intercontinental Exchange, Inc.
-1.49%
-$7,479.99 
ROP Roper Technologies Inc.
-1.48%
-$3,607.28 
TJX The TJX Companies, Inc.
-1.35%
-$23,572.92 
SNN Smith & Nephew plc ADR
-1.35%
-$3,008.17 
UL Unilever PLC Sponsored American Depositary Receipt
-1.32%
-$7,384.1 
WSO Watsco Inc.
-1.25%
-$6,206.74 
WMB The Williams Companies, Inc.
-1.21%
-$20,802.49 
OKE ONEOK, Inc.
-1.2%
-$4,478.88 
SRE Sempra
-1.19%
-$2,374.68 
MGRC McGrath RentCorp
-1.18%
-$3,546.63 
BRO Brown & Brown Inc.
-1.16%
-$3,068 
STE STERIS plc
-1.14%
-$7,768.95 
RPM RPM International Inc.
-1.14%
-$3,598.98 
KR Kroger Co.
-1.11%
-$3,030.3 
ADP Automatic Data Processing Inc.
-1.1%
-$3,256.95 
AMT American Tower Corporation
-1.1%
-$5,716.87 
KMI Kinder Morgan, Inc.
-1.07%
-$4,473.35 
CMS CMS Energy Corporation
-1.04%
-$2,624.28 
HD The Home Depot, Inc.
-1%
-$12,526.36 
COST Costco Wholesale Corporation
-0.99%
-$5,583.55 
DKS Dick's Sporting Goods, Inc.
-0.99%
-$4,013.18 
PAYC Paycom Software, Inc.
-0.98%
-$2,275.58 
MDT Medtronic plc
-0.97%
-$9,655.98 
PG Procter & Gamble Co
-0.95%
-$8,899.14 
IDA Idacorp Inc.
-0.94%
-$3,612.84 
BTI British American Tobacco p.l.c. ADR
-0.94%
-$6,236.69 
AMZN Amazon.com Inc
-0.92%
-$7,186.41 
ALL Allstate Corporation
-0.92%
-$3,301.74 
MCD McDonald's Corporation
-0.91%
-$10,887.54 
V Visa Inc. Class A
-0.9%
-$11,727.76 
ACN Accenture plc Class A
-0.9%
-$3,710.18 
IFF International Flavors & Fragrances Inc.
-0.89%
-$3,709.44 
MA Mastercard Incorporated
-0.84%
-$3,758.2 
AAPL Apple Inc.
-0.84%
-$17,346.94 
AFL Aflac Inc.
-0.83%
-$6,632.18 
PM Philip Morris International Inc.
-0.82%
-$11,072.64 
VZ Verizon Communications Inc.
-0.82%
-$4,607.9 
UNP Union Pacific Corporation
-0.8%
-$6,908.55 
EWBC East West Bancorp Inc.
-0.79%
-$3,664.42 
DRI Darden Restaurants, Inc.
-0.78%
-$2,609.86 
SNA Snap-on Inc.
-0.76%
-$2,497.66 
PAYX Paychex Inc.
-0.76%
-$3,376.62 
XLP Consumer Staples Select Sector SPDR Fund
-0.74%
-$3,112.83 
DOLE Dole plc
-0.7%
-$1,300 
WEC WEC Energy Group Inc.
-0.67%
-$3,618 
BDX Becton, Dickinson and Company
-0.66%
-$1,964.03 
FE FirstEnergy Corp.
-0.64%
-$1,855.04 
LIN Linde plc
-0.63%
-$3,856.61 
TRP TC Energy Corporation
-0.63%
-$1,365.68 
NSC Norfolk Southern Corporation
-0.62%
-$1,453.14 
GOOGL Alphabet Inc
-0.62%
-$9,808.4 
IQV IQVIA Holdings Inc.
-0.61%
-$1,773.19 
MSFT Microsoft Corp.
-0.61%
-$21,081.6 
ATO Atmos Energy Corporation
-0.6%
-$1,712 
SBUX Starbucks Corporation
-0.6%
-$4,830.84 
DUK Duke Energy Corporation
-0.6%
-$8,487.71 
O Realty Income Corporation
-0.6%
-$1,517.49 
IBM International Business Machines Corporation
-0.59%
-$3,760.84 
ATR AptarGroup, Inc.
-0.57%
-$1,312.69 
RMD ResMed Inc.
-0.57%
-$1,274.64 
NWE NorthWestern Energy Group, Inc.
-0.56%
-$1,597.2 
BRK-B Berkshire Hathaway Inc.
-0.53%
-$1,702.32 
T AT&T Inc.
-0.52%
-$3,232 
WMT Walmart Inc.
-0.51%
-$9,682.59 
ABT Abbott Laboratories
-0.5%
-$4,059.6 
CALM Cal-Maine Foods Inc.
-0.49%
-$1,181.21 
BRK-A Berkshire Hathaway Inc.
-0.45%
-$6,578.66 
XLC Communication Services Select Sector SPDR Fund
-0.43%
-$5,266.56 
PEP PepsiCo, Inc.
-0.43%
-$2,214.44 
AXS AXIS Capital Holdings Limited
-0.42%
-$1,604.38 
EW Edwards Lifesciences Corporation
-0.41%
-$950.25 
WMG Warner Music Group Corp.
-0.41%
-$1,108.02 
ET Energy Transfer L.P.
-0.39%
-$982.32 
XLU Utilities Select Sector SPDR Fund
-0.38%
-$1,480.36 
EPD Enterprise Products Partners L.P.
-0.37%
-$1,257.73 
PSA Public Storage Common Stock
-0.34%
-$1,201.18 
NGG National Grid plc Sponsored ADR
-0.34%
-$696.36 
AXP American Express Company
-0.32%
-$2,061.14 
CNP CenterPoint Energy Inc.
-0.3%
-$694.59 
NEE NextEra Energy, Inc.
-0.29%
-$1,773.53 
KO The Coca-Cola Company
-0.29%
-$3,562.6 
RPRX Royalty Pharma plc
-0.26%
-$1,663.8 
IEF iShares 7-10 Year Treasury Bond ETF
-0.25%
-$555.77 
MAA Mid-America Apartment Communities, Inc.
-0.24%
-$596.82 
SNY Sanofi American Depositary Receipt
-0.23%
-$778.7 
USB U.S. Bancorp
-0.21%
-$701.87 
AGG iShares Core U.S. Aggregate Bond ETF
-0.19%
-$2,557.97 
DE Deere & Company
-0.19%
-$779.52 
PNC The PNC Financial Services Group, Inc.
-0.12%
-$1,841.4 
JNJ Johnson & Johnson
-0.11%
-$1,336.39 
USMV iShares MSCI USA Min Vol Factor ETF
-0.09%
-$291.12 
DGX Quest Diagnostics Inc.
-0.07%
-$178.5 
CB Chubb Limited
-0.07%
-$394.45 
WELL Welltower Inc.
-0.03%
-$160.08 
NVO Novo Nordisk A/S Sponsored ADR
-0.03%
-$64.81 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2348 | Longs Won 1595/2348 67% | Profit Factor 6.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $84,602.06 |
| Average Win $32,777.51 | Best Trade (Jul 22) $2.01M | Sharpe Ratio -11.44 |
| Average Loss -$11,091.87 | Worst Trade (Jun 30) -$241,613.03 | Z-Score 11.63 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1d | Expectancy $18,708.67 |
| 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 | 12,048 | 10,843 | 9,639 | 8,434 | 7,229 | 6,024 | 4,819 | 3,614 | 2,410 | 1,205 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Amy Hart?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $1.97M, Oracle Corporation - $1.11M, Corning Incorporated - $631,893.93, The Williams Companies, Inc - $595,665.28, and State Street Technology Select Sector SPDR ETF - $529,217.64. 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: UnitedHealth Group Incorporated - $358,423.57, Crown Castle Inc - $319,160.56, Truist Financial Corporation - $189,419.52, Pfizer Inc - $185,531.93, and AES Corporation - $153,246.21. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Amy Hart's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.71M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $210,474.49, The Williams Companies, Inc - $204,961.85, AbbVie Inc - $155,733.52, Vanguard FTSE All-World ex-US ETF - $155,316.76, and Chevron Corporation - $153,026.02. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Amy Hart's monthly returns?
Amy Hart's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Amy Hart's strategy be considered aggressive or moderate?
Amy Hart's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Amy Hart's strategy?
Amy Hart'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.
