AH
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:
36.34%
Gain 0%
Monthly
0.84%
Yearly
10.58%
Drawdown
12.37%
$134.7M
Equity
Holdings
$134.7M
Investment
$102.16M
$45.12M
Profit +$8,835.63
Realized
$11.93M
Unrealized
$33.19M
Dividends
$7.43M
Goals
Avg. 61% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.003%
Profit
$8,835.63
Win %
76%
This Week
Compared To Last Week
Gain
0.01%
Profit
$8,835.63
Win %
76%
This Month
Compared to last month
Gain
0.39%
Profit
$518,954.3
Win %
76%
This Year
Compared to last year
Gain
1.08%
Profit
$2.18M
Win %
77%
AMKR Amkor Technology Inc.
+8.71%
+$34,562.19 
KLAC KLA Corporation
+5.55%
+$27,153.26 
AMD Advanced Micro Devices, Inc.
+4.73%
+$62,354.64 
QCOM QUALCOMM Incorporated
+4.32%
+$12,570.59 
GEV GE Vernova Inc.
+3.73%
+$21,778.4 
AEM Agnico Eagle Mines Limited
+3.09%
+$7,632.34 
MKSI MKS Instruments Inc.
+3%
+$13,916.53 
HPE Hewlett Packard Enterprise Company
+2.93%
+$17,548.33 
CEG Constellation Energy Corporation
+2.86%
+$7,071.13 
B BARRICK MINING CORP Common Stock (ABR0)
+2.81%
+$5,878.41 
CME CME Group Inc.
+2.8%
+$28,224.04 
RJF Raymond James Financial Inc.
+2.65%
+$9,635.56 
AMAT Applied Materials, Inc.
+2.64%
+$7,874.78 
GS The Goldman Sachs Group, Inc.
+2.62%
+$34,483.91 
T AT&T Inc.
+2.52%
+$16,545.08 
VZ Verizon Communications Inc.
+2.49%
+$15,186.6 
JPM JPMorgan Chase & Co.
+2.31%
+$52,352.5 
NWE NorthWestern Energy Group, Inc.
+2.29%
+$6,348.88 
USB U.S. Bancorp
+2.27%
+$7,072.69 
WTFC Wintrust Financial Corporation
+2.19%
+$5,241.14 
AXP American Express Company
+2.18%
+$12,676.82 
LFUS Littelfuse Inc.
+1.98%
+$4,836.48 
PM Philip Morris International Inc.
+1.95%
+$24,738.24 
TFC Truist Financial Corporation
+1.93%
+$9,104.2 
AXS AXIS Capital Holdings Limited
+1.91%
+$6,285.2 
RELX Relx PLC Sponsored ADR
+1.9%
+$6,790.14 
EWBC East West Bancorp Inc.
+1.88%
+$8,469.68 
FIX Comfort Systems USA, Inc.
+1.85%
+$5,060.11 
KMI Kinder Morgan, Inc.
+1.85%
+$7,412.98 
TSLA Tesla, Inc.
+1.82%
+$14,145.04 
JKHY Jack Henry & Associates, Inc.
+1.8%
+$3,627.46 
TMUS T-Mobile US, Inc.
+1.76%
+$8,386.96 
PAYC Paycom Software, Inc.
+1.72%
+$3,529.42 
PKG Packaging Corporation of America
+1.71%
+$4,304.93 
AMCR Amcor plc
+1.7%
+$5,099.32 
DOLE Dole plc
+1.7%
+$3,120 
WELL Welltower Inc.
+1.69%
+$7,123.56 
ET Energy Transfer L.P.
+1.65%
+$3,806.49 
ACN Accenture plc Class A
+1.65%
+$7,907.4 
UNP Union Pacific Corporation
+1.65%
+$12,884.33 
WFC Wells Fargo & Company
+1.61%
+$16,897.65 
HUBB Hubbell Inc.
+1.61%
+$3,118.84 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$22,096.8 
LIN Linde plc
+1.58%
+$9,707.23 
OKE ONEOK, Inc.
+1.56%
+$5,558.61 
DE Deere & Company
+1.55%
+$6,152.62 
BLK BlackRock, Inc.
+1.52%
+$8,203.43 
BTI British American Tobacco p.l.c. ADR
+1.51%
+$9,914.73 
GLW Corning Incorporated
+1.5%
+$8,493.25 
CAT Caterpillar Inc.
+1.44%
+$10,494.35 
COP ConocoPhillips
+1.4%
+$3,866.94 
ADI Analog Devices, Inc.
+1.37%
+$6,452.41 
PAYX Paychex Inc.
+1.37%
+$5,248.24 
XLF Financial Select Sector SPDR Fund
+1.37%
+$23,630.4 
NEE NextEra Energy, Inc.
+1.35%
+$7,998.25 
TXN Texas Instruments Inc
+1.35%
+$19,504.99 
SPGI S&P Global Inc.
+1.35%
+$3,776.46 
ABBV AbbVie Inc.
+1.32%
+$19,897.12 
O Realty Income Corporation
+1.31%
+$3,151.71 
EGP EastGroup Properties Inc.
+1.3%
+$3,413.73 
CFR Cullen/Frost Bankers Inc.
+1.29%
+$2,957.85 
QSR Restaurant Brands International Inc.
+1.29%
+$4,203.75 
APD Air Products and Chemicals, Inc.
+1.26%
+$10,538.5 
RMD ResMed Inc.
+1.24%
+$2,695.92 
EQIX Equinix, Inc.
+1.22%
+$7,399.24 
LRCX Lam Research Corporation
+1.18%
+$3,839.56 
AFL Aflac Inc.
+1.16%
+$8,692.65 
ICE Intercontinental Exchange, Inc.
+1.11%
+$5,494.75 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$4,179.85 
NSC Norfolk Southern Corporation
+1.09%
+$2,372.76 
JNJ Johnson & Johnson
+1.07%
+$12,809.22 
MPC Marathon Petroleum Corporation
+1.06%
+$3,102.39 
PLD Prologis Inc.
+1.05%
+$2,952.77 
V Visa Inc. Class A
+1.05%
+$12,034.1 
UL Unilever PLC Sponsored American Depositary Receipt
+1.03%
+$5,403 
ATO Atmos Energy Corporation
+1.03%
+$2,768.02 
IDA Idacorp Inc.
+1%
+$3,717.56 
VRSK Verisk Analytics Inc.
+0.99%
+$2,374.2 
IFF International Flavors & Fragrances Inc.
+0.98%
+$4,085.76 
ATR AptarGroup, Inc.
+0.98%
+$2,008.68 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$9,417.19 
ALL Allstate Corporation
+0.94%
+$2,906.65 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$13,578 
KR Kroger Co.
+0.92%
+$2,750.58 
TRNO Terreno Realty Corporation
+0.92%
+$2,829.79 
RSG Republic Services, Inc.
+0.89%
+$4,471.43 
APH Amphenol Corporation
+0.88%
+$5,800.82 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$21,776.5 
PG Procter & Gamble Co
+0.86%
+$7,959.09 
CNP CenterPoint Energy Inc.
+0.82%
+$1,870.05 
SRE Sempra
+0.82%
+$1,656.75 
RJDI RJ Eagle GCM Dividend Select Income ETF
+0.81%
+$2,676.74 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$2,634.23 
NVT nVent Electric plc
+0.8%
+$2,295.48 
PCAR PACCAR Inc.
+0.8%
+$1,908.2 
FE FirstEnergy Corp.
+0.77%
+$2,154.23 
NXPI NXP Semiconductors N.V.
+0.76%
+$3,573.57 
CVX Chevron Corporation
+0.75%
+$10,583.92 
SBUX Starbucks Corporation
+0.74%
+$5,827.69 
UNH UnitedHealth Group Incorporated
+0.73%
+$3,961.98 
HD The Home Depot, Inc.
+0.73%
+$8,979.74 
SNA Snap-on Inc.
+0.73%
+$2,267.67 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$3,359.89 
MA Mastercard Incorporated
+0.71%
+$2,834.99 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,269.76 
EMR Emerson Electric Co.
+0.69%
+$2,387.31 
IGM iShares Expanded Tech Sector ETF
+0.69%
+$3,698.37 
COST Costco Wholesale Corporation
+0.68%
+$4,009.31 
ROP Roper Technologies Inc.
+0.68%
+$1,520.99 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$5,167.99 
MS Morgan Stanley
+0.65%
+$2,336.33 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$2,717.55 
WMB The Williams Companies, Inc.
+0.64%
+$10,691.83 
DUK Duke Energy Corporation
+0.63%
+$8,768.76 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$2,746.5 
MAA Mid-America Apartment Communities, Inc.
+0.6%
+$1,547.91 
FHN First Horizon Corporation
+0.6%
+$1,492.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$2,000.26 
VOO Vanguard S&P 500 ETF
+0.55%
+$35,083.6 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$1,771.56 
GOOGL Alphabet Inc
+0.53%
+$8,633.2 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$3,910 
EEMA iShares MSCI Emerging Markets Asia ETF
+0.47%
+$1,771.2 
IYT iShares U.S. Transportation ETF
+0.45%
+$2,118.87 
WMT Walmart Inc.
+0.45%
+$9,173 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$1,404.26 
PGR Progressive Corporation
+0.42%
+$1,629.47 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$6,829.68 
NGG National Grid plc Sponsored ADR
+0.39%
+$795.84 
ROK Rockwell Automation, Inc.
+0.38%
+$1,237.25 
PSA Public Storage Common Stock
+0.38%
+$1,355.47 
PEP PepsiCo, Inc.
+0.38%
+$2,061.72 
TTE TotalEnergies SE
+0.34%
+$3,742.76 
VPL Vanguard FTSE Pacific ETF
+0.34%
+$1,242.93 
WEC WEC Energy Group Inc.
+0.33%
+$1,784.88 
AMGN Amgen Inc.
+0.32%
+$3,336.82 
CDNS Cadence Design Systems, Inc.
+0.32%
+$736.88 
SNY Sanofi American Depositary Receipt
+0.32%
+$1,090.18 
WM Waste Management, Inc.
+0.3%
+$890.35 
DRI Darden Restaurants, Inc.
+0.3%
+$1,081.71 
FANG Diamondback Energy Inc
+0.28%
+$1,111.86 
XOM Exxon Mobil Corporation
+0.28%
+$3,334.81 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$1,129.5 
ARKK ARK Innovation ETF Fund
+0.25%
+$1,127.46 
IQV IQVIA Holdings Inc.
+0.22%
+$572.02 
MGRC McGrath RentCorp
+0.22%
+$641.24 
ADP Automatic Data Processing Inc.
+0.2%
+$509.09 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$1,167.12 
STE STERIS plc
+0.16%
+$1,078.14 
NVDA NVIDIA Corporation
+0.16%
+$964.48 
PFE Pfizer Inc.
+0.15%
+$463.88 
IEUR iShares Core MSCI Europe ETF
+0.14%
+$2,422.97 
RY Royal Bank of Canada
+0.14%
+$639.07 
PH Parker-Hannifin Corporation
+0.12%
+$321.89 
TRP TC Energy Corporation
+0.12%
+$254.08 
KO The Coca-Cola Company
+0.11%
+$1,364.4 
EXPD Expeditors International of Washington, Inc.
+0.11%
+$323.28 
MSFT Microsoft Corp.
+0.1%
+$3,455.91 
IBB iShares Biotechnology ETF
+0.1%
+$407.47 
FDX FedEx Corporation
+0.09%
+$397.11 
EOG EOG Resources, Inc.
+0.09%
+$210.7 
ENB Enbridge Inc.
+0.07%
+$233.56 
BRO Brown & Brown Inc.
+0.07%
+$153.4 
CB Chubb Limited
+0.06%
+$360.18 
TJX The TJX Companies, Inc.
+0.04%
+$782.04 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$162.12 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$305.92 
ORCL Oracle Corporation
+0.02%
+$102.69 
MCD McDonald's Corporation
+0.01%
+$178.16 
AZN
0%
$0 
HEWPP HEWLETT PACKARD ENTERPRISE CO 7.625% SERIES C MAN CONV PREF
0%
$0 
ORCLPRD
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$11,683.08 
CALM Cal-Maine Foods Inc.
-2.22%
-$4,862.2 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$11,569.44 
ABT Abbott Laboratories
-1.64%
-$11,701.2 
AAPL Apple Inc.
-1.52%
-$28,489.5 
MU Micron Technology, Inc.
-1.43%
-$6,816.28 
MRK Merck & Co., Inc.
-1.42%
-$8,888.56 
DKS Dick's Sporting Goods, Inc.
-1.32%
-$5,603.26 
AMZN Amazon.com Inc
-1.23%
-$9,208.53 
AMT American Tower Corporation
-1.12%
-$6,617.94 
WSO Watsco Inc.
-1.01%
-$5,193.54 
IBM International Business Machines Corporation
-0.95%
-$7,759.59 
AVGO Broadcom Inc.
-0.91%
-$23,737.02 
RPRX Royalty Pharma plc
-0.76%
-$4,658.64 
EW Edwards Lifesciences Corporation
-0.76%
-$1,764.75 
BDX Becton, Dickinson and Company
-0.75%
-$2,147.85 
CSCO Cisco Systems, Inc.
-0.6%
-$2,422.88 
MDLZ Mondelez International, Inc.
-0.58%
-$2,455.32 
ETN Eaton Corporation plc
-0.57%
-$3,435.75 
SNPS Synopsys, Inc.
-0.53%
-$998.4 
RPM RPM International Inc.
-0.45%
-$1,495.67 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$5,156.84 
TT Trane Technologies plc
-0.41%
-$2,485.36 
DGX Quest Diagnostics Inc.
-0.38%
-$916.3 
RTX RTX Corporation
-0.37%
-$4,432.31 
CRM Salesforce Inc
-0.34%
-$1,426.88 
SNN Smith & Nephew plc ADR
-0.33%
-$733.7 
WMG Warner Music Group Corp.
-0.32%
-$867.15 
META Meta Platforms Inc Class A
-0.26%
-$1,919.81 
GILD Gilead Sciences Inc.
-0.22%
-$973.28 
SHEL Shell plc
-0.22%
-$816.05 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$345.68 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$1,922.17 
CMSD CMS Energy Corp. 5.875% Preferred Stock
-0.18%
-$138.12 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$378.4 
MDT Medtronic plc
-0.16%
-$1,559.35 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$1,615.56 
EPD Enterprise Products Partners L.P.
-0.08%
-$260.22 Events
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Dividends
Dividend Analysis
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| Trades 2348 | Longs Won 1619/2348 68% | Profit Factor 6.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $84,544.22 |
| Average Win $32,592.56 | Best Trade (Jun 14) $1.96M | Sharpe Ratio -7.38 |
| Average Loss -$10,496.19 | Worst Trade (Jun 30) -$241,613.03 | Z-Score 13.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 2d | Expectancy $19,214.5 |
| 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 | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
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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