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:
27.39%
Gain -0.37%
Monthly
1.13%
Yearly
14.47%
Drawdown
15.55%
$132.97M
Equity
Holdings
$132.97M
Investment
$106M
$26.96M
Profit -$438,047.97
Realized
-$15,198.18
Unrealized
$26.97M
Dividends
$3.09M
Goals
Avg. 71.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.37%
Profit
-$438,047.97
Win %
73%
This Week
Compared To Last Week
Gain
0.26%
Profit
$348,524.9
Win %
73%
This Month
Compared to last month
Gain
2.73%
Profit
$3.53M
Win %
73%
This Year
Compared to last year
Gain
2.13%
Profit
$2.77M
Win %
71%
HONA Honeywell Aerospace Inc.
+3.46%
+$3,324.91 
BP BP p.l.c. Sponsored ADR
+3.18%
+$117.04 
KMI Kinder Morgan, Inc.
+3.03%
+$2,593.97 
EQNR Equinor ASA Sponsored ADR
+3.03%
+$141.44 
TTE TotalEnergies SE
+2.78%
+$7,173.36 
RTX RTX Corporation
+2.51%
+$38,300.3 
MSI Motorola Solutions, Inc.
+2.44%
+$100.08 
LMT Lockheed Martin Corporation
+2.42%
+$41,248.32 
SHEL Shell plc
+2.4%
+$2,671.77 
E Eni S.p.A. Sponsored ADR
+2.32%
+$40.05 
LYB LyondellBasell Industries N.V.
+2.25%
+$2.82 
WMG Warner Music Group Corp.
+2.25%
+$28.98 
PM Philip Morris International Inc.
+2.23%
+$8,519.22 
CCI Crown Castle Inc.
+2.23%
+$245.64 
USL United States 12 Month Oil Fund, LP
+2.16%
+$3,051.41 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+2.14%
+$326 
PEP PepsiCo, Inc.
+2.14%
+$2,146.98 
SU Suncor Energy Inc.
+2.13%
+$12,144.8 
HAL Halliburton Company
+2.07%
+$191.76 
TRP TC Energy Corporation
+2.02%
+$6,992.61 
XLE Energy Select Sector SPDR Fund
+1.98%
+$12,425.43 
UL Unilever PLC Sponsored American Depositary Receipt
+1.93%
+$568.75 
CVX Chevron Corporation
+1.92%
+$26,777.38 
AEE Ameren Corporation
+1.91%
+$580.14 
AEP American Electric Power Company, Inc.
+1.9%
+$240.72 
F Ford Motor Company
+1.85%
+$108.76 
EPD Enterprise Products Partners L.P.
+1.84%
+$4,116.68 
FENY Fidelity MSCI Energy Index ETF
+1.81%
+$14,349.72 
SO The Southern Company
+1.78%
+$1,443.93 
PEG Public Service Enterprise Group Incorporated
+1.77%
+$1,361.52 
DUK Duke Energy Corporation
+1.75%
+$22,297.6 
ED Consolidated Edison, Inc.
+1.67%
+$69.54 
AMT American Tower Corporation
+1.64%
+$417.2 
EVRG Evergy Inc.
+1.63%
+$534.66 
XOM Exxon Mobil Corporation
+1.57%
+$2,109.26 
SOBO South Bow Corporation
+1.54%
+$586.04 
MDLZ Mondelez International, Inc.
+1.52%
+$1,536 
PNW Pinnacle West Capital Corporation
+1.51%
+$88.74 
RS Reliance Inc.
+1.49%
+$1,238.28 
MLM Martin Marietta Materials, Inc.
+1.48%
+$670.68 
MO Altria Group, Inc.
+1.46%
+$6,087.73 
TM Toyota Motor Corporation
+1.43%
+$616 
TAP Molson Coors Beverage Company
+1.42%
+$3.33 
AZO AutoZone Inc.
+1.39%
+$1,149.12 
GD General Dynamics Corporation
+1.38%
+$6,036.64 
KO The Coca-Cola Company
+1.33%
+$17,322.72 
LHX L3Harris Technologies, Inc.
+1.32%
+$917.85 
PSX Phillips 66
+1.29%
+$412.92 
D Dominion Energy, Inc.
+1.28%
+$0.81 
NJR New Jersey Resources Corporation
+1.28%
+$586.74 
FE FirstEnergy Corp.
+1.26%
+$1,868.75 
MRK Merck & Co., Inc.
+1.25%
+$10,503.43 
COF Capital One Financial Corporation
+1.24%
+$2,529.28 
COST Costco Wholesale Corporation
+1.23%
+$13,919.99 
SRE Sempra
+1.23%
+$74.37 
TPL Texas Pacific Land Corporation
+1.21%
+$125.7 
HDV iShares Core High Dividend ETF
+1.2%
+$640.77 
TFC Truist Financial Corporation
+1.19%
+$4,967.25 
XLU Utilities Select Sector SPDR Fund
+1.16%
+$110.09 
FUTY Fidelity MSCI Utilities Index ETF
+1.14%
+$1,237.69 
NEE NextEra Energy, Inc.
+1.13%
+$988.98 
GE General Electric Company
+1.12%
+$1,200.5 
VTR Ventas Inc.
+1.12%
+$1,028.85 
SYK Stryker Corporation
+1.08%
+$183.28 
HWM Howmet Aerospace Inc.
+1.06%
+$128.15 
MAR Marriott International Inc. - Class A
+1.03%
+$733.24 
LIN Linde plc
+1.01%
+$1,135.9 
BLCV iShares Large Cap Value Active ETF
+1.01%
+$2,790.99 
PNC The PNC Financial Services Group, Inc.
+1%
+$2,553.02 
MET MetLife Inc.
+0.98%
+$3,358.85 
BTG B2Gold Corp
+0.96%
+$318.9 
RYN Rayonier Inc.
+0.95%
+$22.32 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.93%
+$1,456.83 
JPM JPMorgan Chase & Co.
+0.92%
+$26,467.8 
UTES Virtus Reaves Utilities ETF
+0.92%
+$1,182.66 
VZ Verizon Communications Inc.
+0.9%
+$1,304 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.88%
+$28,387.2 
LLY Eli Lilly and Company
+0.86%
+$2,910.58 
ITA iShares U.S. Aerospace & Defense ETF
+0.84%
+$8,686.08 
TXN Texas Instruments Inc
+0.82%
+$666.39 
HD The Home Depot, Inc.
+0.81%
+$3,822.75 
PG Procter & Gamble Co
+0.8%
+$9,586.93 
NKE Nike, Inc. - Class B
+0.78%
+$138.04 
EUAD STOXX Europe Aerospace & Defense ETF
+0.78%
+$209.28 
AMLP Alerian MLP ETF
+0.77%
+$1,467.2 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$485.16 
AMTM Amentum Holdings, Inc.
+0.76%
+$17.11 
LOW Lowe's Companies Inc.
+0.76%
+$8,843 
CDE Coeur Mining, Inc.
+0.75%
+$85.56 
SIGI Selective Insurance Group Inc.
+0.74%
+$1,144 
ISRG Intuitive Surgical, Inc.
+0.74%
+$173.53 
C Citigroup Inc.
+0.73%
+$134.84 
BLK BlackRock, Inc.
+0.73%
+$6,253.32 
AAPL Apple Inc.
+0.72%
+$33,157.6 
HLT Hilton Worldwide Holdings Inc.
+0.72%
+$169.74 
WMT Walmart Inc.
+0.7%
+$18,336.45 
TT Trane Technologies plc
+0.69%
+$116.18 
KMB Kimberly-Clark Corporation
+0.68%
+$115.73 
WFC Wells Fargo & Company
+0.68%
+$16,226.56 
SPLV Invesco S&P 500 Low Volatility ETF
+0.67%
+$316.05 
JNJ Johnson & Johnson
+0.66%
+$8,052.74 
CL Colgate-Palmolive Company
+0.66%
+$309.27 
AFL Aflac Inc.
+0.66%
+$6,174.4 
DLR Digital Realty Trust, Inc.
+0.66%
+$422.5 
GEV GE Vernova Inc.
+0.64%
+$456.61 
DVY iShares Select Dividend ETF
+0.64%
+$383.8 
ABBV AbbVie Inc.
+0.61%
+$6,721.76 
V Visa Inc. Class A
+0.59%
+$27,800.78 
VLO Valero Energy Corporation
+0.59%
+$47.52 
PGR Progressive Corporation
+0.59%
+$289.56 
APO Apollo Global Management, Inc.
+0.57%
+$129.28 
BRK-B Berkshire Hathaway Inc.
+0.57%
+$6,739.41 
ITW Illinois Tool Works Inc.
+0.57%
+$3,255.74 
KVUE Kenvue Inc.
+0.56%
+$6.62 
BCE BCE Inc.
+0.52%
+$21 
CB Chubb Limited
+0.52%
+$10,103.37 
NVS Novartis AG Sponsored ADR
+0.52%
+$2,949.96 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.48%
+$95.17 
AVDV Avantis International Small Cap Value ETF
+0.47%
+$24.48 
TRV The Travelers Companies, Inc.
+0.46%
+$10.56 
ING ING Groep N.V. Sponsored ADR
+0.45%
+$265.2 
XME SPDR S&P Metals & Mining ETF
+0.43%
+$63.36 
PH Parker-Hannifin Corporation
+0.42%
+$959.14 
AMCR Amcor plc
+0.41%
+$54.36 
PFE Pfizer Inc.
+0.41%
+$334.8 
TRI Thomson Reuters Corp.
+0.4%
+$26.23 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.39%
+$25.6 
T AT&T Inc.
+0.38%
+$160.65 
MPC Marathon Petroleum Corporation
+0.37%
+$28 
DGRO iShares Core Dividend Growth ETF
+0.29%
+$2,740.95 
MAS Masco Corporation
+0.27%
+$19.5 
RY Royal Bank of Canada
+0.26%
+$260.52 
XSLV Invesco S&P SmallCap Low Volatility ETF
+0.26%
+$0.13 
MCK McKesson Corporation
+0.26%
+$6,021.65 
ADI Analog Devices, Inc.
+0.23%
+$1,070.87 
PAG Penske Automotive Group Inc.
+0.21%
+$38.25 
EFV iShares MSCI EAFE Value ETF
+0.21%
+$13.21 
VOE Vanguard Mid-Cap Value ETF
+0.2%
+$70.16 
VNQ Vanguard Real Estate ETF
+0.19%
+$69.12 
DON WisdomTree U.S. MidCap Dividend Fund
+0.19%
+$33.6 
ADP Automatic Data Processing Inc.
+0.19%
+$1,906.45 
VYM Vanguard High Dividend Yield ETF
+0.18%
+$6.67 
FXF Invesco CurrencyShares Swiss Franc Trust
+0.17%
+$25.53 
HSBC HSBC Holdings plc Sponsored ADR
+0.17%
+$26.88 
VTV Vanguard Value ETF
+0.16%
+$1,385.3 
ROKU Roku, Inc.
+0.15%
+$2.16 
SGU Star Group L.P.
+0.15%
+$200.18 
FEP First Trust Europe AlphaDEX Fund
+0.15%
+$303.54 
AMGN Amgen Inc.
+0.13%
+$1,128.04 
XLF Financial Select Sector SPDR Fund
+0.13%
+$67.27 
ABT Abbott Laboratories
+0.12%
+$150.72 
PFFR InfraCap REIT Preferred ETF
+0.1%
+$2.39 
CAT Caterpillar Inc.
+0.1%
+$2,355.66 
WM Waste Management, Inc.
+0.1%
+$24.64 
MCD McDonald's Corporation
+0.08%
+$796.6 
FNCL Fidelity MSCI Financials Index ETF
+0.06%
+$431.2 
FXE Invesco CurrencyShares Euro Trust
+0.06%
+$9.43 
AXP American Express Company
+0.06%
+$45.36 
IYG iShares U.S. Financial Services ETF
+0.05%
+$13.68 
HESM Hess Midstream LP
+0.03%
+$0.64 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$119.71 
GDX VanEck Gold Miners ETF
+0.02%
+$17.52 
BMY Bristol-Myers Squibb Company
+0.02%
+$4.93 
EFA iShares MSCI EAFE ETF
+0.01%
+$5.51 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$2.11 
IEFA iShares Core MSCI EAFE ETF
+0.01%
+$4.59 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
DEA Easterly Government Properties, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BNDS Infrastructure Capital Bond Income ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BAM
BAM
0%
$0 CGC
CGC
0%
$0 LAC
LAC
0%
$0 FHEQ
FHEQ
0%
$0 MFSG
MFSG
0%
$0 OKE
OKE
0%
$0 LAZR
LAZR
0%
$0 
RXRX Recursion Pharmaceuticals, Inc.
-13.34%
-$555 
TWLO Twilio Inc.
-11%
-$4,421.02 
CIFR Cipher Mining Inc.
-9.46%
-$68.4 
MRNA Moderna, Inc.
-9.19%
-$1,630.12 
PANW Palo Alto Networks, Inc.
-7.63%
-$26,851.75 
CRWD CrowdStrike Holdings, Inc.
-6.97%
-$664.56 
PLTR Palantir Technologies Inc.
-6.89%
-$4,225.86 
DDOG Datadog, Inc. Class A Common Stock
-6.81%
-$10,690.8 
RBRK Rubrik, Inc.
-6.79%
-$201.25 
RKLB Rocket Lab Corporation
-6.5%
-$359 
RVMD Revolution Medicines Inc.
-5.68%
-$1,247 
NOW ServiceNow, Inc.
-5.02%
-$4,901.22 
MANE Veradermics Inc.
-4.86%
-$1,119 
NNE Nano Nuclear Energy Inc.
-4.64%
-$26.46 
IGV iShares Expanded Tech-Software Sector ETF
-4.63%
-$30,480 
BE Bloom Energy Corporation
-4.57%
-$75.53 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.54%
-$2,324.03 
GWRE GUIDEWIRE SOFTWARE INC
-4.33%
-$381 
INTC Intel Corporation
-4.23%
-$9,023.17 
JBLU JetBlue Airways Corporation
-3.97%
-$5,554.37 
HOOD Robinhood Markets, Inc.
-3.79%
-$4,097.6 
AMD Advanced Micro Devices, Inc.
-3.74%
-$442.05 
ARTY iShares Future AI & Tech ETF
-3.72%
-$18.97 
MU Micron Technology, Inc.
-3.68%
-$11,548.99 
ORCL Oracle Corporation
-3.6%
-$5,023.56 
PTRN Pattern Group Inc.
-3.56%
-$1,874.37 
EQR Equity Residential
-3.5%
-$60.06 
LRCX Lam Research Corporation
-3.5%
-$4,884.13 
ANET Arista Networks, Inc.
-3.48%
-$988.38 
GLW Corning Incorporated
-3.22%
-$2,185.4 
IBKR Interactive Brokers Group Inc.
-3.16%
-$223.04 
RIVN Rivian Automotive, Inc.
-3.11%
-$6.08 
AVGO Broadcom Inc.
-3.06%
-$7,184.86 
JBL Jabil Inc.
-3.04%
-$3,011.85 
WDAY Workday Inc.
-2.97%
-$438.37 
RCAT Red Cat Holdings, Inc.
-2.96%
-$14.5 
OSCR Oscar Health, Inc.
-2.88%
-$18,143.93 
UAL United Airlines Holdings, Inc.
-2.85%
-$520.2 
AMAT Applied Materials, Inc.
-2.83%
-$340.48 
META Meta Platforms Inc Class A
-2.82%
-$13,058.02 
RYT Invesco S&P 500 Equal Weight ETF
-2.72%
-$376.3 
NFLX Netflix, Inc.
-2.56%
-$11,545.02 
CRM Salesforce Inc
-2.56%
-$24,198.89 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.52%
-$50,785.85 
GRAB Grab Holdings Limited
-2.5%
-$56.25 
INSM Insmed Inc.
-2.49%
-$37.05 
CAI Caris Life Sciences, Inc.
-2.48%
-$7,591.68 
SCHW Charles Schwab Corporation
-2.46%
-$528.96 
SOXX iShares Semiconductor ETF
-2.42%
-$3,669.81 
TSLA Tesla, Inc.
-2.29%
-$4,675.72 
NOK Nokia Corporation Sponsored ADR
-2.25%
-$19.78 
IYW iShares U.S. Technology ETF
-2.25%
-$110.39 
MTB M&T Bank Corporation
-2.22%
-$2,775.05 
FTEC Fidelity MSCI Information Technology Index ETF
-2.21%
-$683.17 
XLK State Street Technology Select Sector SPDR ETF
-2.19%
-$3,506.58 
BJ BJ's Wholesale Club Holdings, Inc.
-2.12%
-$613.2 
CANC Tema Oncology ETF
-2.12%
-$3,728.58 
MSFT Microsoft Corp.
-2.11%
-$160,485.17 
VGT Vanguard Information Technology ETF
-2.09%
-$3,279.36 
FSLR First Solar, Inc.
-2.05%
-$43.92 
BLCO Bausch + Lomb Corporation
-2.04%
-$659.26 
CCJ Cameco Corporation
-2.03%
-$57.46 
NASA Tema Space Innovators ETF
-2.02%
-$94.6 
SHOP Shopify Inc.
-2%
-$967.47 
CSCO Cisco Systems, Inc.
-1.95%
-$363.8 
DAL Delta Air Lines, Inc.
-1.92%
-$685.5 
SMH VanEck Semiconductor ETF
-1.89%
-$769.42 
GOOGL Alphabet Inc
-1.86%
-$118,040.12 
DGX Quest Diagnostics Inc.
-1.86%
-$235.32 
GOOG Alphabet Inc
-1.79%
-$3,023.3 
FBCG Fidelity Blue Chip Growth Fund
-1.77%
-$89,777.96 
CWB SPDR Bloomberg Convertible Securities ETF
-1.76%
-$952.47 
QQQ Invesco QQQ Trust, Series 1
-1.76%
-$1,164.8 
SPCX Space Exploration Technologies Corp. Class A
-1.72%
-$1,004.7 
VOT Vanguard Mid-Cap Growth ETF
-1.71%
-$552.2 
IWF iShares Russell 1000 Growth ETF
-1.65%
-$443.88 
VONG Vanguard Russell 1000 Growth Fund
-1.64%
-$3,801 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.63%
-$73,253.08 
OWL Blue Owl Capital Inc.
-1.62%
-$104.11 
OBDC Blue Owl Capital Corporation
-1.59%
-$33 
DE Deere & Company
-1.57%
-$1,884.16 
BX Blackstone Inc.
-1.52%
-$200.86 
VUG Vanguard Growth ETF
-1.51%
-$4,082.72 
MELI MercadoLibre, Inc.
-1.51%
-$12,162.59 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.5%
-$825.3 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.48%
-$951.88 
PWR Quanta Services Inc.
-1.45%
-$549.29 
AMZN Amazon.com Inc
-1.44%
-$58,845.32 
LOAR Loar Holdings Inc.
-1.42%
-$178 
MCS Marcus Corporation
-1.41%
-$62.37 
XLC Communication Services Select Sector SPDR Fund
-1.41%
-$605.79 
HTGC Hercules Capital Inc.
-1.41%
-$37.6 
IWM iShares Russell 2000 ETF
-1.4%
-$1,824.89 
APH Amphenol Corporation
-1.4%
-$125.4 
IUSG iShares Core S&P U.S. Growth ETF
-1.36%
-$1,017.81 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.36%
-$1,121.33 
JETS U.S. Global Jets ETF
-1.35%
-$945 
RDDT Reddit Inc Class A
-1.35%
-$1,805.76 
AVAV AeroVironment Inc.
-1.34%
-$4.94 
EQIX Equinix, Inc.
-1.33%
-$4,528.48 
TGT Target Corporation
-1.28%
-$212 
CDNS Cadence Design Systems, Inc.
-1.26%
-$36.91 
SCHA Schwab U.S. Small-Cap ETF
-1.26%
-$315.7 
UBER Uber Technologies, Inc.
-1.25%
-$496.62 
CGXU Capital Group International Focus Equity ETF
-1.22%
-$464.54 
IEMG iShares Core MSCI Emerging Markets ETF
-1.22%
-$7.6 
IDRV iShares Self-Driving EV and Tech ETF
-1.21%
-$40.17 
WCMI First Trust WCM International Equity ETF
-1.2%
-$6,847.43 
JQUA JPMorgan U.S. Quality Factor ETF
-1.18%
-$286.4 
KBDC Kayne Anderson BDC Inc.
-1.15%
-$24.36 
VB Vanguard Small-Cap ETF
-1.13%
-$408.12 
VWO Vanguard FTSE Emerging Markets ETF
-1.11%
-$163.09 
CAIE Calamos Autocallable Income ETF
-1.08%
-$1,310.8 
SCHM Schwab U.S. Mid-Cap ETF
-1%
-$465.75 
PFF iShares Preferred and Income Securities ETF
-0.98%
-$406.12 
ACB Aurora Cannabis Inc.
-0.98%
-$0.12 
QCOM QUALCOMM Incorporated
-0.97%
-$154.39 
EMR Emerson Electric Co.
-0.94%
-$4,946.46 
TMO Thermo Fisher Scientific Inc.
-0.94%
-$1,400.47 
MSDL Morgan Stanley Direct Lending Corp.
-0.94%
-$20.37 
SCHB Schwab U.S. Broad Market ETF
-0.93%
-$670.45 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.91%
-$84.42 
BXSL Blackstone Secured Lending Fund
-0.91%
-$22.88 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.9%
-$84.7 
PRU Prudential Financial, Inc.
-0.88%
-$10,643.7 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.87%
-$183.04 
UPS United Parcel Service, Inc.
-0.86%
-$332.08 
FSMD Fidelity Small-Mid Multifactor ETF
-0.86%
-$10,087.37 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.85%
-$2,415.86 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.85%
-$2,651.47 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.84%
-$10,517.72 
IWB iShares Russell 1000 ETF
-0.84%
-$1,270.8 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.83%
-$109.88 
AZN AstraZeneca PLC American Depositary Shares
-0.83%
-$208.38 
FELC Fidelity Enhanced Large Cap Core ETF
-0.81%
-$1,903.87 
PAX Patria Investments Ltd. - Class A
-0.8%
-$459.8 
IWR iShares Russell Mid-Cap ETF
-0.8%
-$885.28 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$34.4 
IWN iShares Russell 2000 Value ETF
-0.78%
-$452.37 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.77%
-$131.6 
SPY SPDR S&P 500 ETF Trust
-0.77%
-$5,187.17 
MOS Mosaic Company
-0.77%
-$48.87 
J Jacobs Solutions Inc.
-0.76%
-$120.96 
VOO Vanguard S&P 500 ETF
-0.76%
-$1,667.8 
IVV iShares Core S&P 500 ETF
-0.75%
-$33,431.35 
GS The Goldman Sachs Group, Inc.
-0.74%
-$1,809.51 
JCI Johnson Controls International plc
-0.74%
-$152.6 
MAIN Main Street Capital Corporation
-0.74%
-$160.8 
IBM International Business Machines Corporation
-0.73%
-$13,756.56 
IJH iShares Core S&P Mid-Cap ETF
-0.73%
-$414.46 
SYY Sysco Corporation
-0.72%
-$89.25 
BHC Bausch Health Companies Inc.
-0.71%
-$213.66 
CFG Citizens Financial Group, Inc.
-0.71%
-$150.75 
PFGC Performance Food Group Co.
-0.7%
-$55.08 
ABNB Airbnb, Inc.
-0.7%
-$572.26 
OMC Omnicom Group Inc.
-0.69%
-$13.44 
MDT Medtronic plc
-0.69%
-$874.5 
GRBK Green Brick Partners Inc.
-0.68%
-$670.74 
IBOT VanEck Robotics ETF
-0.68%
-$21.45 
BKNG Booking Holdings Inc.
-0.66%
-$225.5 
QUAL iShares MSCI USA Quality Factor ETF
-0.63%
-$223.72 
FYEE Fidelity Yield Enhanced Equity Fund
-0.6%
-$330.12 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.59%
-$187.65 
GILD Gilead Sciences Inc.
-0.59%
-$885.36 
MMM 3M Company
-0.59%
-$128.04 
AMP Ameriprise Financial, Inc.
-0.58%
-$104.76 
NVDA NVIDIA Corporation
-0.57%
-$10,418.1 
CSX CSX Corporation
-0.56%
-$1,354.55 
MS Morgan Stanley
-0.54%
-$375.21 
PAYX Paychex Inc.
-0.54%
-$60 
UNP Union Pacific Corporation
-0.52%
-$286.08 
SLV iShares Silver Trust
-0.49%
-$2.04 
IWS iShares Russell Mid-Cap Value ETF
-0.45%
-$132.75 
BN Brookfield Corporation
-0.45%
-$584.1 
VHT Vanguard Health Care ETF
-0.42%
-$182 
USMV iShares MSCI USA Min Vol Factor ETF
-0.42%
-$1,936.72 
FHLC Fidelity MSCI Health Care Index ETF
-0.42%
-$8,686.85 
ROP Roper Technologies Inc.
-0.41%
-$1,004.81 
IAU iShares Gold Trust
-0.4%
-$3.15 
GLD SPDR Gold Shares
-0.38%
-$624.88 
RSP Invesco S&P 500 Equal Weight ETF
-0.36%
-$255.12 
EFG iShares MSCI EAFE Growth ETF
-0.36%
-$31.45 
ASND Ascendis Pharma A/S
-0.35%
-$33.6 
SOLS Sollensys Corp
-0.34%
-$60.27 
B BARRICK MINING CORP Common Stock (ABR0)
-0.32%
-$68.38 
LAZ Lazard Ltd.
-0.3%
-$108.24 
PHYS Sprott Physical Gold Trust
-0.3%
-$51.68 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.29%
-$11.03 
FDRR Fidelity Dividend ETF for Rising Rates
-0.29%
-$2.8 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.28%
-$60.99 
FDLO Fidelity Low Volatility Factor ETF
-0.28%
-$3,131.37 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$58.5 
SWK Stanley Black & Decker Inc.
-0.24%
-$305.8 
XAR SPDR S&P Aerospace & Defense ETF
-0.23%
-$134.4 
FELV Fidelity Enhanced Large Cap Value ETF
-0.22%
-$1,084.9 
SBUX Starbucks Corporation
-0.22%
-$2.52 
FIDU Fidelity MSCI Industrials Index ETF
-0.21%
-$2,733.74 
UBS UBS Group AG
-0.19%
-$18.72 
REGN Regeneron Pharmaceuticals, Inc.
-0.19%
-$13.41 
FCX Freeport-McMoRan Inc.
-0.19%
-$112.45 
IWD iShares Russell 1000 Value ETF
-0.18%
-$1,751.22 
GDXJ VanEck Junior Gold Miners ETF
-0.18%
-$23.59 
VIS Vanguard Industrials ETF
-0.18%
-$74.67 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.18%
-$106.96 
IAGG iShares International Aggregate Bond Fund
-0.17%
-$4.84 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$11.62 
FBND Fidelity Total Bond ETF
-0.16%
-$223.02 
NFLT Virtus Newfleet Multi-Sector Bond ETF
-0.16%
-$53.2 
IUSB iShares Core Universal USD Bond ETF
-0.15%
-$22.86 
MA Mastercard Incorporated
-0.14%
-$68.73 
GIS General Mills, Inc.
-0.14%
-$13.5 
MUB iShares National Muni Bond ETF
-0.14%
-$22.82 
AVY Avery Dennison Corporation
-0.14%
-$59.76 
CP Canadian Pacific Kansas City Limited
-0.12%
-$140.7 
XLV Health Care Select Sector SPDR Fund
-0.11%
-$41.4 
CVS CVS Health Corporation
-0.1%
-$23.85 
FBCV Fidelity Blue Chip Value ETF
-0.09%
-$169.32 
FLTB Fidelity Limited Term Bond ETF
-0.09%
-$96.44 
WELL Welltower Inc.
-0.08%
-$35.28 
FTSL First Trust Senior Loan ETF
-0.07%
-$93.29 
ALLE Allegion plc
-0.06%
-$2.3 
FMUB Fidelity Municipal Bond Opportunities ETF
-0.06%
-$18.09 
VIG Vanguard Dividend Appreciation ETF
-0.06%
-$709.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.06%
-$34.64 
VRSK Verisk Analytics Inc.
-0.05%
-$6.57 
FDVV Fidelity High Dividend ETF
-0.04%
-$29.32 
ITGR Integer Holdings Corporation
-0.04%
-$2.25 
IVE ISHARES S&P 500 VALUE ETF
-0.03%
-$20.96 
ELV Elevance Health, Inc.
-0.03%
-$54.48 
PREF Principal Spectrum Preferred Securities Active ETF
-0.03%
-$20.25 
XLI Industrial Select Sector SPDR Fund
-0.02%
-$17.28 
BAC Bank of America Corporation
-0.02%
-$27.07 
BINC iShares Flexible Income Active ETF
-0.01%
-$47.63 
IUSV iShares Core S&P U.S. Value ETF
-0.01%
-$27.81 Events
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Dividends
Dividend Analysis
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| Trades 2165 | Longs Won 1472/2165 67% | Profit Factor 8.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $99,858.2 |
| Average Win $20,766.38 | Best Trade (Oct 15) $2.78M | Sharpe Ratio -160.52 |
| Average Loss -$5,213.32 | Worst Trade (Oct 15) -$344,272.14 | Z-Score 18.03 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 6d | Expectancy $12,450.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,370 | $3.37M | $4.61M | - | $1.24M | 36.73% | +0.725% |
| ABBV AbbVie Inc. | 3,908 | $730,983.49 | $1.11M | - | $383,265.47 | 52.43% | +0.607% |
| ABNB Airbnb, Inc. | 471 | $57,231.7 | $81,513.61 | - | $24,281.91 | 42.43% | -0.697% |
| ABT Abbott Laboratories | 1,256 | $142,252.73 | $131,628.8 | - | -$10,623.93 | -7.47% | +0.115% |
| ACB Aurora Cannabis Inc. | 3 | $12.75 | $12.18 | - | -$0.57 | -4.47% | -0.976% |
| ADI Analog Devices, Inc. | 1,164 | $254,999.31 | $471,268.68 | - | $216,269.37 | 84.81% | +0.228% |
| ADP Automatic Data Processing Inc. | 3,597 | $1.1M | $1.03M | - | -$74,152.73 | -6.72% | +0.186% |
| AEE Ameren Corporation | 293 | $26,225.95 | $30,981.82 | - | $4,755.87 | 18.13% | +1.908% |
| AEP American Electric Power Company, Inc. | 102 | $9,407.46 | $12,918.3 | - | $3,510.84 | 37.32% | +1.899% |
| AFL Aflac Inc. | 7,967 | $824,693.55 | $946,678.77 | - | $121,985.22 | 14.79% | +0.656% |
| AGG iShares Core U.S. Aggregate Bond ETF | 75 | $7,115 | $7,144.12 | - | $29.12 | 0.41% | -0.162% |
| ALLE Allegion plc | 23 | $3,231 | $3,579.95 | - | $348.95 | 10.8% | -0.064% |
| AMAT Applied Materials, Inc. | 28 | $4,553.64 | $11,699.8 | - | $7,146.16 | 156.93% | -2.828% |
| AMCR Amcor plc | 302 | $12,640.11 | $13,263.84 | - | $623.73 | 4.93% | +0.412% |
| AMD Advanced Micro Devices, Inc. | 21 | $3,397.33 | $11,364.78 | - | $7,967.45 | 234.52% | -3.744% |
| AMGN Amgen Inc. | 1,955 | $517,239.16 | $849,656.68 | - | $332,417.52 | 64.27% | +0.133% |
| AMLP Alerian MLP ETF | 3,668 | $176,668.5 | $191,873.08 | - | $15,204.58 | 8.61% | +0.771% |
| AMP Ameriprise Financial, Inc. | 36 | $16,578 | $17,988.12 | - | $1,410.12 | 8.51% | -0.579% |
| AMT American Tower Corporation | 140 | $25,629.19 | $25,807.6 | - | $178.41 | 0.7% | +1.643% |
| AMTM Amentum Holdings, Inc. | 118 | $2,497.02 | $2,269.73 | - | -$227.29 | -9.1% | +0.76% |
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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 - $173,840.24, Fidelity MSCI Consumer Staples Index ETF - $115,799.46, Wells Fargo & Company - $107,607.08, and JPMorgan Chase & Co - $106,719.8. 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 - $176,697.97, The Trade Desk, Inc. Class A - $137,599.15, Automatic Data Processing Inc - $116,513.78, LyondellBasell Industries N.V - $96,833.25, and Accenture plc Class A - $64,977.63. 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 $3.09M earned over time. The largest contributors to dividend income include Prudential Financial, Inc - $127,670.75, Fidelity MSCI Consumer Staples Index ETF - $114,793.47, International Business Machines Corporation - $99,844.87, JPMorgan Chase & Co - $95,987.8, and Wells Fargo & Company - $91,250.5. 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.
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