Heather LeVar Portfolio
Invests via Roxbury Financial LLC | Managed by Heather LeVar, Jonathan LeVar
Invests via Roxbury Financial LLC
Managed by Heather LeVar, Jonathan LeVar
Automatically Tracked
Veteran growth-stage operator and investor with deep expertise in scaling SaaS and consumer platforms; Heather LeVar has led product, go-to-market and partnerships teams at multiple startups and advised venture portfolios. Known for driving revenue expansion, customer-first product strategy and integrations with enterprise channels. Active angel investor and board advisor, complements operating skillset with executive-level finance and corporate development experience.
Veteran growth-stage operator and investor with deep expertise in scaling SaaS and consumer platforms; Heather LeVar has led product, go-to-market and partnerships teams at multiple startups and advised venture portfolios. Known for driving revenue expansion, customer-first product strategy and integrations with enterprise channels. Active angel investor and board advisor, complements operating skillset with executive-level finance and corporate development experience.
Investment Philosophy & Strategy
Heavily operational, focuses on growth-stage SaaS and consumer platform investments that can scale via product-led growth, revenue expansion and partner channel integrations. Prioritizes companies with clear go-to-market motion, strong unit economics and enterprise or platform integration potential. Deploys angel and seed capital alongside active board/advisor roles, using hands-on GTM, partnerships and corporate development expertise to de-risk execution. Time horizon is growth-oriented with concentration on driving ARR expansion and customer-first product adoption.
Heavily operational, focuses on growth-stage SaaS and consumer platform investments that can scale via product-led growth, revenue expansion and partner channel integrations. Prioritizes companies with clear go-to-market motion, strong unit economics and enterprise or platform integration potential. Deploys angel and seed capital alongside active board/advisor roles, using hands-on GTM, partnerships and corporate development expertise to de-risk execution. Time horizon is growth-oriented with concentration on driving ARR expansion and customer-first product adoption.
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:
26.41%
Gain -0.26%
Monthly
1.18%
Yearly
15.11%
Drawdown
15.56%
$130.7M
Equity
Holdings
$130.7M
Investment
$104.69M
$25.96M
Profit -$353,400.71
Realized
-$53,666.07
Unrealized
$26.01M
Dividends
$2.74M
Goals
Avg. 89% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.26%
Profit
-$353,400.71
Win %
77%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$353,400.71
Win %
77%
This Month
Compared to last month
Gain
1.65%
Profit
$2.12M
Win %
77%
This Year
Compared to last year
Gain
3.9%
Profit
$4.91M
Win %
75%
ITGR Integer Holdings Corporation
+20.18%
+$1,017.5 
AMZN Amazon.com Inc
+15.32%
+$575,151.12 
GOOG Alphabet Inc
+6.88%
+$11,255.3 
GOOGL Alphabet Inc
+6.73%
+$406,392.42 
ANET Arista Networks, Inc.
+5.46%
+$1,427.49 
SOLS Sollensys Corp
+4.84%
+$817.32 
APO Apollo Global Management, Inc.
+4.44%
+$1,073.34 
FTAI FTAI Aviation Ltd.
+4.3%
+$34 
QURE uniQure N.V.
+3.41%
+$290.88 
TWLO Twilio Inc.
+3.36%
+$942.27 
TT Trane Technologies plc
+3.33%
+$542.79 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$1,024.9 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$218.61 
META Meta Platforms Inc Class A
+3.28%
+$11,103.03 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$90.24 
MSFT Microsoft Corp.
+3.02%
+$190,707.1 
HTGC Hercules Capital Inc.
+3.01%
+$76.8 
GRAB Grab Holdings Limited
+2.94%
+$75 
NVDA NVIDIA Corporation
+2.93%
+$48,323.79 
LYB LyondellBasell Industries N.V.
+2.71%
+$334.56 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+2.63%
+$348.4 
FSLR First Solar, Inc.
+2.44%
+$60.24 
CVX Chevron Corporation
+2.35%
+$29,357.4 
BP BP p.l.c. Sponsored ADR
+2.26%
+$76 
GLW Corning Incorporated
+2.24%
+$1,481.67 
CDNS Cadence Design Systems, Inc.
+2.16%
+$64.8 
AMTM Amentum Holdings, Inc.
+2.16%
+$55.46 
CSCO Cisco Systems, Inc.
+2.14%
+$413.1 
TPL Texas Pacific Land Corporation
+2.11%
+$249.9 
RCAT Red Cat Holdings, Inc.
+2.03%
+$15 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$895.95 
OKE ONEOK, Inc.
+1.95%
+$1,846.14 
JCI Johnson Controls International plc
+1.93%
+$389.2 
HAL Halliburton Company
+1.93%
+$172.02 
LHX L3Harris Technologies, Inc.
+1.9%
+$2,523.24 
PANW Palo Alto Networks, Inc.
+1.89%
+$5,842.5 
BWXT Bwx Technologies Inc.
+1.88%
+$15.55 
CRM Salesforce Inc
+1.83%
+$13,071.17 
RYN Rayonier Inc.
+1.82%
+$48.36 
ORCL Oracle Corporation
+1.81%
+$2,862.09 
HWM Howmet Aerospace Inc.
+1.8%
+$273.9 
VTR Ventas Inc.
+1.73%
+$1,721.97 
J Jacobs Solutions Inc.
+1.64%
+$244.16 
KMI Kinder Morgan, Inc.
+1.64%
+$1,350.44 
SHEL Shell plc
+1.62%
+$1,565.55 
ACN Accenture plc Class A
+1.61%
+$5.26 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$630.8 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$149.05 
VZ Verizon Communications Inc.
+1.52%
+$2,273.6 
LMT Lockheed Martin Corporation
+1.5%
+$27,607.37 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$1,115.52 
PH Parker-Hannifin Corporation
+1.43%
+$3,270.13 
IHAK iShares Cybersecurity and Tech ETF
+1.43%
+$1.7 
GE General Electric Company
+1.42%
+$1,725.29 
WDAY Workday Inc.
+1.41%
+$167.25 
HESM Hess Midstream LP
+1.39%
+$35.84 
OWL Blue Owl Capital Inc.
+1.38%
+$142.52 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.37%
+$173.4 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$961.14 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$7,376.16 
RS Reliance Inc.
+1.27%
+$1,036.32 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$51,112.61 
WFC Wells Fargo & Company
+1.19%
+$29,504.52 
AMAT Applied Materials, Inc.
+1.18%
+$165.2 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$55,760.84 
ITW Illinois Tool Works Inc.
+1.15%
+$6,867.25 
MSI Motorola Solutions, Inc.
+1.14%
+$44.37 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$682.48 
VUG Vanguard Growth ETF
+1.1%
+$2,411.49 
RBRK Rubrik, Inc.
+1.09%
+$19.5 
NOW ServiceNow, Inc.
+1.05%
+$116 
FENY Fidelity MSCI Energy Index ETF
+1.04%
+$7,445.98 
LAZ Lazard Ltd.
+1.02%
+$423.12 
XLE Energy Select Sector SPDR Fund
+1%
+$5,686.42 
ADP Automatic Data Processing Inc.
+0.98%
+$9,295.47 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$139.44 
TTE TotalEnergies SE
+0.95%
+$2,420.28 
BLCV iShares Large Cap Value Active ETF
+0.95%
+$2,629.66 
UNP Union Pacific Corporation
+0.92%
+$512.64 
EQNR Equinor ASA Sponsored ADR
+0.91%
+$38.11 
AMLP Alerian MLP ETF
+0.89%
+$1,845.34 
SCHW Charles Schwab Corporation
+0.87%
+$207.48 
IBM International Business Machines Corporation
+0.86%
+$15,446.01 
GRBK Green Brick Partners Inc.
+0.86%
+$1,263.6 
GEV GE Vernova Inc.
+0.85%
+$373.95 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$1,826.08 
CP Canadian Pacific Kansas City Limited
+0.83%
+$978.2 
FIDU Fidelity MSCI Industrials Index ETF
+0.83%
+$11,391.9 
SU Suncor Energy Inc.
+0.82%
+$4,133.8 
MCD McDonald's Corporation
+0.82%
+$9,413.84 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$626.4 
CALM Cal-Maine Foods Inc.
+0.8%
+$5,007.09 
EMR Emerson Electric Co.
+0.79%
+$3,812.61 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$8,583.35 
AEE Ameren Corporation
+0.79%
+$251.12 
FYEE Fidelity Yield Enhanced Equity Fund
+0.78%
+$392.38 
FELC Fidelity Enhanced Large Cap Core ETF
+0.78%
+$1,768.8 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$519.68 
TSLA Tesla, Inc.
+0.76%
+$1,309.79 
MPC Marathon Petroleum Corporation
+0.76%
+$38.24 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$192.24 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$4.48 
FBCV Fidelity Blue Chip Value ETF
+0.72%
+$1,271.72 
USL United States 12 Month Oil Fund, LP
+0.72%
+$830.88 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,656.51 
VIS Vanguard Industrials ETF
+0.72%
+$322.26 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,433.71 
CAT Caterpillar Inc.
+0.7%
+$17,956.86 
ROP Roper Technologies Inc.
+0.7%
+$2,034.56 
BMY Bristol-Myers Squibb Company
+0.69%
+$221.4 
IVV iShares Core S&P 500 ETF
+0.69%
+$28,825.6 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$1,992.17 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$110.92 
PLTR Palantir Technologies Inc.
+0.65%
+$164.8 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$404.04 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$7,403.67 
IWB iShares Russell 1000 ETF
+0.64%
+$910.74 
IBOT VanEck Robotics ETF
+0.63%
+$20.3 
SYY Sysco Corporation
+0.63%
+$79.5 
ARTY iShares Future AI & Tech ETF
+0.6%
+$2.8 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$513.74 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$52.8 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$125.46 
MO Altria Group, Inc.
+0.57%
+$2,231.97 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$302.61 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$72.08 
CAIE Calamos Autocallable Income ETF
+0.56%
+$438 
FELV Fidelity Enhanced Large Cap Value ETF
+0.55%
+$2,593.25 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$4.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,602.44 
FDLO Fidelity Low Volatility Factor ETF
+0.52%
+$5,635.1 
PSX Phillips 66
+0.51%
+$118.8 
PFFR InfraCap REIT Preferred ETF
+0.51%
+$12.51 
FDRR Fidelity Dividend ETF for Rising Rates
+0.5%
+$4.76 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,393.15 
IYW iShares U.S. Technology ETF
+0.46%
+$20.52 
IWD iShares Russell 1000 Value ETF
+0.44%
+$4,160.28 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.44%
+$99.81 
PAYX Paychex Inc.
+0.44%
+$51 
CSX CSX Corporation
+0.42%
+$1,041.6 
RKLB Rocket Lab Corporation
+0.42%
+$27 
PFE Pfizer Inc.
+0.4%
+$278.1 
RTX RTX Corporation
+0.39%
+$6,924.12 
VLO Valero Energy Corporation
+0.38%
+$21.42 
AVGO Broadcom Inc.
+0.37%
+$982.08 
PG Procter & Gamble Co
+0.37%
+$4,238.94 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,993.42 
BAC Bank of America Corporation
+0.36%
+$592.9 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$200.16 
AZO AutoZone Inc.
+0.32%
+$271.04 
GD General Dynamics Corporation
+0.32%
+$1,588.44 
MRK Merck & Co., Inc.
+0.32%
+$2,412.09 
LOAR Loar Holdings Inc.
+0.31%
+$63 
SMH VanEck Semiconductor ETF
+0.3%
+$118.99 
JPM JPMorgan Chase & Co.
+0.27%
+$7,881.9 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$1.2 
AMP Ameriprise Financial, Inc.
+0.25%
+$49.68 
ALLE Allegion plc
+0.22%
+$7.82 
SO The Southern Company
+0.21%
+$180.6 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$68.2 
JNJ Johnson & Johnson
+0.21%
+$2,523.86 
ADI Analog Devices, Inc.
+0.2%
+$859.13 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$62.8 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$120.42 
T AT&T Inc.
+0.17%
+$70.72 
MS Morgan Stanley
+0.17%
+$136.08 
CB Chubb Limited
+0.15%
+$2,947.33 
SIGI Selective Insurance Group Inc.
+0.14%
+$228.8 
EUAD STOXX Europe Aerospace & Defense ETF
+0.13%
+$39.24 
MMM 3M Company
+0.12%
+$27.72 
FTSL First Trust Senior Loan ETF
+0.11%
+$127.7 
XSLV Invesco S&P SmallCap Low Volatility ETF
+0.11%
+$0.06 
ISRG Intuitive Surgical, Inc.
+0.1%
+$19.8 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$42.24 
C Citigroup Inc.
+0.1%
+$19.37 
WM Waste Management, Inc.
+0.1%
+$24.64 
AFL Aflac Inc.
+0.09%
+$958.44 
NASA Tema Space Innovators ETF
+0.09%
+$52.4 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$409.23 
WMT Walmart Inc.
+0.09%
+$2,171.64 
ABT Abbott Laboratories
+0.09%
+$112.77 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$19.2 
PREF Principal Spectrum Preferred Securities Active ETF
+0.08%
+$60.31 
SOXX iShares Semiconductor ETF
+0.07%
+$106.2 
IYG iShares U.S. Financial Services ETF
+0.06%
+$18.18 
AEP American Electric Power Company, Inc.
+0.06%
+$7.14 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$140.6 
HDV iShares Core High Dividend ETF
+0.04%
+$17.97 
TAP Molson Coors Beverage Company
+0.02%
+$5.38 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$15.36 
FXE Invesco CurrencyShares Euro Trust
+0.02%
+$2.88 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
E Eni S.p.A. Sponsored ADR
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
BNDS Infrastructure Capital Bond Income ETF
0%
$0 BAM
BAM
0%
$0 CGC
CGC
0%
$0 LAC
LAC
0%
$0 FHEQ
FHEQ
0%
$0 MFSG
MFSG
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$37,930.54 
RIVN Rivian Automotive, Inc.
-9.57%
-$24.15 
AAPL Apple Inc.
-7.35%
-$322,143.76 
SYK Stryker Corporation
-6.42%
-$1,295.72 
CLS Celestica Inc.
-6%
-$1,057.5 
LIN Linde plc
-5.95%
-$6,899.28 
MU Micron Technology, Inc.
-5.9%
-$17,244.4 
WMG Warner Music Group Corp.
-5.81%
-$67.2 
NNE Nano Nuclear Energy Inc.
-4.62%
-$32.34 
SHOP Shopify Inc.
-4.29%
-$525 
PTRN Pattern Group Inc.
-3.88%
-$2,789.07 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$441.65 
GDX VanEck Gold Miners ETF
-3.49%
-$2,347.68 
CDE Coeur Mining, Inc.
-3.18%
-$364.56 
AVY Avery Dennison Corporation
-2.91%
-$1,262.32 
MOS Mosaic Company
-2.85%
-$217.75 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$842.58 
INSM Insmed Inc.
-2.85%
-$43.35 
IBKR Interactive Brokers Group Inc.
-2.75%
-$219.12 
MLM Martin Marietta Materials, Inc.
-2.75%
-$1,367.12 
VRSK Verisk Analytics Inc.
-2.75%
-$412.5 
EQIX Equinix, Inc.
-2.7%
-$9,605 
QCOM QUALCOMM Incorporated
-2.63%
-$355.11 
BTG B2Gold Corp
-2.6%
-$571.9 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$508.28 
ON ON Semiconductor Corporation
-2.54%
-$289.68 
ABBV AbbVie Inc.
-2.51%
-$25,330.05 
DLR Digital Realty Trust, Inc.
-2.42%
-$1,718.56 
RVMD Revolution Medicines Inc.
-2.42%
-$538.24 
GLXY Galaxy Digital Inc. Class A Common Stock
-2.37%
-$276.42 
NAMS NewAmsterdam Pharma Co. N.V.
-2.35%
-$377.21 
FDIG Fidelity Crypto Industry & Digital Payments ETF
-2.34%
-$80.28 
SLV iShares Silver Trust
-2.13%
-$22.8 
CCJ Cameco Corporation
-2.1%
-$62.9 
NFLX Netflix, Inc.
-2%
-$8,828.62 
MCS Marcus Corporation
-1.99%
-$90.86 
IDRV iShares Self-Driving EV and Tech ETF
-1.97%
-$74.16 
AMD Advanced Micro Devices, Inc.
-1.9%
-$194.04 
GIS General Mills, Inc.
-1.84%
-$201 
UAL United Airlines Holdings, Inc.
-1.8%
-$401.4 
APD Air Products and Chemicals, Inc.
-1.77%
-$302.67 
CANC Tema Oncology ETF
-1.72%
-$2,793.46 
PHYS Sprott Physical Gold Trust
-1.61%
-$272 
LRCX Lam Research Corporation
-1.58%
-$2,359.41 
PAG Penske Automotive Group Inc.
-1.5%
-$280.5 
GLD SPDR Gold Shares
-1.49%
-$2,427.84 
CIFR Cipher Mining Inc.
-1.48%
-$25.46 
IAU iShares Gold Trust
-1.46%
-$11.3 
NVS Novartis AG Sponsored ADR
-1.45%
-$8,660.82 
DEA Easterly Government Properties, Inc.
-1.42%
-$38.15 
ACB Aurora Cannabis Inc.
-1.41%
-$0.12 
RC Ready Capital Corporation
-1.38%
-$0.86 
NKE Nike, Inc. - Class B
-1.37%
-$284.2 
PAX Patria Investments Ltd. - Class A
-1.37%
-$696 
MSDL Morgan Stanley Direct Lending Corp.
-1.35%
-$32.6 
DAL Delta Air Lines, Inc.
-1.3%
-$524.4 
TM Toyota Motor Corporation
-1.28%
-$551.04 
CLBK Columbia Financial Inc.
-1.28%
-$2,100 
FCX Freeport-McMoRan Inc.
-1.28%
-$480.33 
JETS U.S. Global Jets ETF
-1.26%
-$1,052.4 
KBDC Kayne Anderson BDC Inc.
-1.26%
-$28.56 
MDLZ Mondelez International, Inc.
-1.22%
-$1,224.3 
UBS UBS Group AG
-1.22%
-$135.2 
F Ford Motor Company
-1.21%
-$21.06 
XME SPDR S&P Metals & Mining ETF
-1.19%
-$174.24 
NJR New Jersey Resources Corporation
-1.18%
-$610.65 
SRE Sempra
-1.15%
-$76.22 
NEE NextEra Energy, Inc.
-1.15%
-$1,111 
OMC Omnicom Group Inc.
-1.14%
-$21.84 
DE Deere & Company
-1.13%
-$1,251.2 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$948.3 
IR Ingersoll Rand Inc.
-1.11%
-$188 
TXN Texas Instruments Inc
-1.08%
-$875.81 
LOW Lowe's Companies Inc.
-1.08%
-$14,434.94 
MCK McKesson Corporation
-1.08%
-$21,780.86 
INTC Intel Corporation
-1.02%
-$41.85 
KO The Coca-Cola Company
-1.02%
-$12,676.5 
SWK Stanley Black & Decker Inc.
-1.01%
-$1,339.57 
EQR Equity Residential
-1%
-$45.56 
UPS United Parcel Service, Inc.
-1%
-$424.2 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$256.7 
XOM Exxon Mobil Corporation
-0.97%
-$1,175.04 
TRP TC Energy Corporation
-0.97%
-$3,826.66 
MET MetLife Inc.
-0.97%
-$3,195.06 
MAS Masco Corporation
-0.87%
-$63 
PGR Progressive Corporation
-0.87%
-$424.08 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$16,933.29 
SOBO South Bow Corporation
-0.85%
-$360.32 
FE FirstEnergy Corp.
-0.82%
-$1,295.6 
GILD Gilead Sciences Inc.
-0.81%
-$1,014.35 
D Dominion Energy, Inc.
-0.8%
-$0.56 
KMB Kimberly-Clark Corporation
-0.8%
-$143.44 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$85.1 
VHT Vanguard Health Care ETF
-0.76%
-$304.2 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$68.82 
CVS CVS Health Corporation
-0.75%
-$367.35 
ED Consolidated Edison, Inc.
-0.74%
-$30.78 
MA Mastercard Incorporated
-0.74%
-$335.75 
BLK BlackRock, Inc.
-0.73%
-$6,096.71 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$783.84 
TRI Thomson Reuters Corp.
-0.71%
-$42.7 
MAR Marriott International Inc. - Class A
-0.71%
-$487.6 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$9,545.55 
FUTY Fidelity MSCI Utilities Index ETF
-0.7%
-$646.4 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$70.06 
BJ BJ's Wholesale Club Holdings, Inc.
-0.68%
-$187.6 
DUK Duke Energy Corporation
-0.67%
-$8,973.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$407.02 
JBLU JetBlue Airways Corporation
-0.66%
-$2,016.6 
XOVR ERShares Private-Public Crossover ETF
-0.64%
-$40.92 
AMGN Amgen Inc.
-0.64%
-$4,831.06 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$556.29 
BE Bloom Energy Corporation
-0.63%
-$9.17 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,775.52 
AMT American Tower Corporation
-0.63%
-$152.9 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$112.56 
EFA iShares MSCI EAFE ETF
-0.62%
-$363.66 
PM Philip Morris International Inc.
-0.61%
-$2,241.98 
AMCR Amcor plc
-0.6%
-$27.27 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$199.82 
SBUX Starbucks Corporation
-0.57%
-$7.2 
PRU Prudential Financial, Inc.
-0.56%
-$7,982.59 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$13.16 
DGX Quest Diagnostics Inc.
-0.55%
-$68.37 
VNQ Vanguard Real Estate ETF
-0.54%
-$212.76 
COF Capital One Financial Corporation
-0.54%
-$1,156 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$206.46 
LLY Eli Lilly and Company
-0.53%
-$1,642.84 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$31.39 
WELL Welltower Inc.
-0.51%
-$233.24 
SKM SK Telecom Co., Ltd.
-0.5%
-$47.84 
WCMI First Trust WCM International Equity ETF
-0.49%
-$2,552.08 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$24 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$105.57 
IWM iShares Russell 2000 ETF
-0.47%
-$657.47 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.46%
-$14,202.25 
PEP PepsiCo, Inc.
-0.46%
-$460.16 
DVY iShares Select Dividend ETF
-0.45%
-$277.91 
TRV The Travelers Companies, Inc.
-0.43%
-$9.78 
FXF Invesco CurrencyShares Swiss Franc Trust
-0.43%
-$64.86 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$526.12 
HD The Home Depot, Inc.
-0.42%
-$2,112.83 
MELI MercadoLibre, Inc.
-0.41%
-$3,508.79 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.41%
-$85.68 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$100.1 
VGT Vanguard Information Technology ETF
-0.38%
-$550.83 
AXP American Express Company
-0.38%
-$318.77 
FDX FedEx Corporation
-0.37%
-$6.9 
MDT Medtronic plc
-0.37%
-$422.4 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$4,475.8 
ABNB Airbnb, Inc.
-0.37%
-$263.76 
KVUE Kenvue Inc.
-0.36%
-$4.34 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$101.76 
FDVV Fidelity High Dividend ETF
-0.35%
-$258.06 
CL Colgate-Palmolive Company
-0.33%
-$151.5 
TFC Truist Financial Corporation
-0.33%
-$1,515.7 
PNW Pinnacle West Capital Corporation
-0.33%
-$19.14 
PFGC Performance Food Group Co.
-0.31%
-$29.16 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$92.04 
RY Royal Bank of Canada
-0.29%
-$270.84 
EVRG Evergy Inc.
-0.29%
-$95.76 
MTB M&T Bank Corporation
-0.29%
-$404 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$276.83 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$2,627.66 
CCI Crown Castle Inc.
-0.27%
-$78.96 
FBND Fidelity Total Bond ETF
-0.27%
-$530.04 
VTV Vanguard Value ETF
-0.27%
-$2,302.73 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$121.5 
BXSL Blackstone Secured Lending Fund
-0.26%
-$6.24 
BX Blackstone Inc.
-0.25%
-$42.56 
IWN iShares Russell 2000 Value ETF
-0.25%
-$151.24 
COST Costco Wholesale Corporation
-0.24%
-$2,653.89 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$79.68 
VB Vanguard Small-Cap ETF
-0.22%
-$82.5 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$696 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$348.1 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$321.47 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$96.45 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$117.9 
EPD Enterprise Products Partners L.P.
-0.18%
-$433.59 
BKNG Booking Holdings Inc.
-0.18%
-$69.36 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$130.98 
FNCL Fidelity MSCI Financials Index ETF
-0.16%
-$1,073.04 
ELV Elevance Health, Inc.
-0.15%
-$253.12 
FLTB Fidelity Limited Term Bond ETF
-0.14%
-$146.21 
FEP First Trust Europe AlphaDEX Fund
-0.14%
-$264.56 
FMUB Fidelity Municipal Bond Opportunities ETF
-0.14%
-$20.4 
FSMD Fidelity Small-Mid Multifactor ETF
-0.12%
-$1,426.56 
MUB iShares National Muni Bond ETF
-0.11%
-$19.32 
CFG Citizens Financial Group, Inc.
-0.11%
-$26.8 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$62.56 
XLF Financial Select Sector SPDR Fund
-0.1%
-$57.48 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.1%
-$60.64 
BCE BCE Inc.
-0.09%
-$2 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$15.95 
SGU Star Group L.P.
-0.08%
-$99.8 
BINC iShares Flexible Income Active ETF
-0.08%
-$387.27 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$10 
MAIN Main Street Capital Corporation
-0.06%
-$12.06 
ROKU Roku, Inc.
-0.06%
-$0.72 
V Visa Inc. Class A
-0.04%
-$1,555.01 
OSCR Oscar Health, Inc.
-0.03%
-$188.02 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$17.49 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$0.92 
TGT Target Corporation
-0.01%
-$2.12 
UBER Uber Technologies, Inc.
-0.01%
-$10.71 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$4.36 Events
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Dividends
Dividend Analysis
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| Trades 1919 | Longs Won 1350/1919 70% | Profit Factor 9.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $100,736.38 |
| Average Win $21,567.59 | Best Trade (Aug 05) $3.31M | Sharpe Ratio -164.89 |
| Average Loss -$5,580.09 | Worst Trade (Aug 02) -$447,309.62 | Z-Score 25.61 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 6d | Expectancy $13,525.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,138 | $3.29M | $4.06M | - | $767,195.32 | 23.31% | -7.354% |
| ABBV AbbVie Inc. | 3,915 | $732,264.12 | $982,430.1 | - | $250,165.98 | 34.16% | -2.513% |
| ABNB Airbnb, Inc. | 471 | $57,231.7 | $71,365.92 | - | $14,134.22 | 24.7% | -0.368% |
| ABT Abbott Laboratories | 1,253 | $141,956.27 | $132,442.1 | - | -$9,514.17 | -6.7% | +0.085% |
| ACB Aurora Cannabis Inc. | 3 | $12.75 | $8.37 | - | -$4.38 | -34.35% | -1.413% |
| ACN Accenture plc Class A | 2 | $726.08 | $331.84 | - | -$394.24 | -54.3% | +1.611% |
| ADI Analog Devices, Inc. | 1,161 | $253,913.19 | $426,563.01 | - | $172,649.82 | 68% | +0.202% |
| ADP Automatic Data Processing Inc. | 3,589 | $1.1M | $956,324.9 | - | -$145,152.72 | -13.18% | +0.982% |
| AEE Ameren Corporation | 292 | $26,126.48 | $32,006.12 | - | $5,879.64 | 22.5% | +0.791% |
| AEP American Electric Power Company, Inc. | 102 | $9,407.46 | $13,040.7 | - | $3,633.24 | 38.62% | +0.055% |
| AFL Aflac Inc. | 7,987 | $826,762.35 | $1.02M | - | $191,420.41 | 23.15% | +0.094% |
| ALLE Allegion plc | 23 | $3,231 | $3,620.2 | - | $389.2 | 12.05% | +0.216% |
| AMAT Applied Materials, Inc. | 28 | $4,553.64 | $14,214.76 | - | $9,661.12 | 212.16% | +1.176% |
| AMCR Amcor plc | 101 | $4,235.39 | $4,532.88 | - | $297.49 | 7.02% | -0.598% |
| AMD Advanced Micro Devices, Inc. | 21 | $3,397.33 | $9,999.15 | - | $6,601.82 | 194.32% | -1.904% |
| AMGN Amgen Inc. | 1,948 | $514,288.65 | $750,291.68 | - | $236,003.03 | 45.89% | -0.64% |
| AMLP Alerian MLP ETF | 3,766 | $181,388.18 | $208,335.12 | - | $26,946.94 | 14.86% | +0.894% |
| AMP Ameriprise Financial, Inc. | 36 | $16,578 | $19,650.24 | - | $3,072.24 | 18.53% | +0.253% |
| AMT American Tower Corporation | 139 | $25,465.14 | $24,097.04 | - | -$1,368.1 | -5.37% | -0.631% |
| AMTM Amentum Holdings, Inc. | 118 | $2,497.02 | $2,619.6 | - | $122.58 | 4.91% | +2.163% |
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FAQ
Which stocks have generated the highest profits for Heather LeVar?
The largest contributions to the portfolio's profits come from the following stocks: CrowdStrike Holdings, Inc - $402,188.41, International Business Machines Corporation - $160,840.21, Wells Fargo & Company - $107,607.08, Fidelity MSCI Consumer Staples Index ETF - $99,268.04, and JPMorgan Chase & Co - $92,632.1. 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: Roper Technologies Inc - $158,850, The Trade Desk, Inc. Class A - $137,599.15, Automatic Data Processing Inc - $122,615.08, LyondellBasell Industries N.V - $93,999.19, and Accenture plc Class A - $64,501.55. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Heather LeVar's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.74M earned over time. The largest contributors to dividend income include Prudential Financial, Inc - $111,474.15, Fidelity MSCI Consumer Staples Index ETF - $98,262.05, Wells Fargo & Company - $91,250.5, International Business Machines Corporation - $86,177.84, and JPMorgan Chase & Co - $81,900.1. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Heather LeVar's monthly returns?
Heather LeVar's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Heather LeVar's strategy be considered aggressive or moderate?
Heather LeVar'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 Heather LeVar's strategy?
Heather LeVar's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
