Alexandra Stickelman Portfolio
Invests via Root Financial Partners, LLC | Managed by Alexandra Stickelman
Invests via Root Financial Partners, LLC
Managed by Alexandra Stickelman
Automatically Tracked
Alexandra Stickelman Profile
Veteran investor and operator focused on early-stage technology and consumer businesses. Alexandra Stickelman combines operating experience in high-growth startups with venture and angel investing, advising founders on go-to-market, product strategy and capital formation. Frequently active on seed and Series A rounds, she evaluates consumer-tech and SaaS opportunities with emphasis on unit economics and founder-market fit. Known for board advisory roles and hands-on portfolio support that accelerate commercial traction.
Veteran investor and operator focused on early-stage technology and consumer businesses. Alexandra Stickelman combines operating experience in high-growth startups with venture and angel investing, advising founders on go-to-market, product strategy and capital formation. Frequently active on seed and Series A rounds, she evaluates consumer-tech and SaaS opportunities with emphasis on unit economics and founder-market fit. Known for board advisory roles and hands-on portfolio support that accelerate commercial traction.
Investment Philosophy & Strategy
Early-stage investor focused on consumer-tech and SaaS, deploying concentrated, conviction-led seed and Series A capital with staged follow-ons and reserve allocation. Emphasizes founder-market fit, unit economics, repeatable go-to-market motion and capital efficiency; underwrites opportunities through measurable KPIs and rapid experiment cycles. Acts as hands‑on board advisor to accelerate commercial traction, preferring companies with clear unit-level economics, defensible product differentiation, and scalable customer acquisition pathways.
Early-stage investor focused on consumer-tech and SaaS, deploying concentrated, conviction-led seed and Series A capital with staged follow-ons and reserve allocation. Emphasizes founder-market fit, unit economics, repeatable go-to-market motion and capital efficiency; underwrites opportunities through measurable KPIs and rapid experiment cycles. Acts as hands‑on board advisor to accelerate commercial traction, preferring companies with clear unit-level economics, defensible product differentiation, and scalable customer acquisition pathways.
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:
147.53%
Gain -1.1%
Monthly
2.16%
Yearly
29.23%
Drawdown
31.25%
$2.57B
Equity
Holdings
$2.57B
Investment
$2.23B
$419.97M
Profit -$12.01M
Realized
$83.6M
Unrealized
$336.37M
Dividends
$68.17M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.1%
Profit
-$12.01M
Win %
73%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$25.07M
Win %
73%
This Month
Compared to last month
Gain
0.16%
Profit
$4.02M
Win %
73%
This Year
Compared to last year
Gain
-0.17%
Profit
-$4.11M
Win %
64%
INV Innventure Inc.
+5.93%
+$778.49 
KMI Kinder Morgan, Inc.
+3.03%
+$7,637.62 
COP ConocoPhillips
+2.89%
+$10,327.25 
TTE TotalEnergies SE
+2.78%
+$6,902.76 
EOG EOG Resources, Inc.
+2.75%
+$7,901.19 
OXY Occidental Petroleum Corporation
+2.67%
+$7,327.26 
NOC Northrop Grumman Corporation
+2.52%
+$7,075.58 
LMT Lockheed Martin Corporation
+2.45%
+$11,283.96 
RTX RTX Corporation
+2.4%
+$37,320.88 
FTI TechnipFMC plc
+2.27%
+$5,167.7 
PM Philip Morris International Inc.
+2.23%
+$15,649.83 
MEOH Methanex Corporation
+2.2%
+$6,207.6 
PEP PepsiCo, Inc.
+2.14%
+$8,944.84 
CVX Chevron Corporation
+1.92%
+$39,106.41 
F Ford Motor Company
+1.85%
+$5,650.98 
ALIT Alight Inc.
+1.84%
+$2,363.68 
EPD Enterprise Products Partners L.P.
+1.84%
+$20,719.62 
PHG Koninklijke Philips N.V.
+1.75%
+$4,227.06 
TJX The TJX Companies, Inc.
+1.74%
+$12,287.52 
AMT American Tower Corporation
+1.64%
+$4,160.08 
CMCSA Comcast Corp
+1.61%
+$7,668.15 
NEM Newmont Corporation
+1.56%
+$4,601.02 
XOM Exxon Mobil Corporation
+1.52%
+$30,425.19 
MO Altria Group, Inc.
+1.46%
+$6,816.57 
LNT Alliant Energy Corporation
+1.44%
+$3,007.91 
NWN Northwest Natural Holding Company
+1.44%
+$3,582.03 
USB U.S. Bancorp
+1.42%
+$2,764.48 
ET Energy Transfer L.P.
+1.38%
+$4,301.27 
KO The Coca-Cola Company
+1.35%
+$14,107.48 
LHX L3Harris Technologies, Inc.
+1.32%
+$2,883.32 
PSX Phillips 66
+1.29%
+$11,621.25 
ALL Allstate Corporation
+1.28%
+$3,763.79 
TMUS T-Mobile US, Inc.
+1.27%
+$4,146 
MRK Merck & Co., Inc.
+1.24%
+$21,844.11 
COF Capital One Financial Corporation
+1.24%
+$7,765.68 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.24%
+$2,706.27 
COST Costco Wholesale Corporation
+1.23%
+$34,463.97 
TPL Texas Pacific Land Corporation
+1.21%
+$2,027.96 
MHD BlackRock MuniHoldings Fund Inc.
+1.21%
+$2,305.12 
GE General Electric Company
+1.21%
+$11,419.25 
ES Eversource Energy
+1.15%
+$2,635.68 
WMB The Williams Companies, Inc.
+1.14%
+$3,378.83 
MNST Monster Beverage Corporation
+1.11%
+$5,270.18 
AON Aon plc
+1.1%
+$3,251.65 
NEE NextEra Energy, Inc.
+1.09%
+$2,490.34 
HWM Howmet Aerospace Inc.
+1.06%
+$2,124.96 
PCG PG&E Corporation
+1.04%
+$3,027.91 
LIN Linde plc
+1.01%
+$4,902.29 
PNC The PNC Financial Services Group, Inc.
+1%
+$3,642.28 
CMI Cummins Inc.
+0.97%
+$3,491.33 
DOW Dow Inc.
+0.94%
+$3,190.6 
JPM JPMorgan Chase & Co.
+0.94%
+$26,077.7 
LLY Eli Lilly and Company
+0.93%
+$20,815.66 
ROST Ross Stores, Inc.
+0.92%
+$3,433.69 
VZ Verizon Communications Inc.
+0.9%
+$4,086.8 
O Realty Income Corporation
+0.88%
+$2,239.79 
HD The Home Depot, Inc.
+0.88%
+$29,581.99 
TXN Texas Instruments Inc
+0.82%
+$3,338.82 
LOW Lowe's Companies Inc.
+0.82%
+$2,108.8 
PG Procter & Gamble Co
+0.79%
+$6,788.99 
TT Trane Technologies plc
+0.78%
+$2,246.37 
HIG The Hartford Insurance Group, Inc.
+0.77%
+$1,815.28 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$21,353.7 
BLK BlackRock, Inc.
+0.76%
+$4,964.44 
C Citigroup Inc.
+0.75%
+$5,085.76 
GM General Motors Company
+0.74%
+$4,490.04 
ISRG Intuitive Surgical, Inc.
+0.74%
+$13,437.19 
AAPL Apple Inc.
+0.72%
+$312,725.52 
HLT Hilton Worldwide Holdings Inc.
+0.72%
+$1,670.33 
CI The Cigna Group
+0.7%
+$2,001.86 
WMT Walmart Inc.
+0.7%
+$10,626.83 
WFC Wells Fargo & Company
+0.68%
+$4,729.2 
AFL Aflac Inc.
+0.66%
+$2,540.44 
JNJ Johnson & Johnson
+0.65%
+$15,253.64 
GEV GE Vernova Inc.
+0.64%
+$6,196.85 
FVD First Trust Value Line Dividend Index Fund
+0.62%
+$1,379.82 
V Visa Inc. Class A
+0.62%
+$10,141.28 
ABBV AbbVie Inc.
+0.61%
+$12,389.16 
VLO Valero Energy Corporation
+0.59%
+$4,649.04 
TPR Tapestry Inc.
+0.58%
+$1,138.9 
ITW Illinois Tool Works Inc.
+0.57%
+$1,634.78 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.55%
+$563.42 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$38,688.08 
CB Chubb Limited
+0.52%
+$2,653.49 
ASML ASML Holding N.V. New York Registry Shares
+0.47%
+$2,662.68 
AVDV Avantis International Small Cap Value ETF
+0.47%
+$2,041 
TRV The Travelers Companies, Inc.
+0.46%
+$2,686.86 
CARR Carrier Global Corporation
+0.44%
+$780.24 
DFIV Dimensional International Value ETF
+0.44%
+$289,074.28 
PH Parker-Hannifin Corporation
+0.42%
+$1,164.67 
FNDF Schwab Fundamental International Large Company Index ETF
+0.41%
+$2,841.08 
PFE Pfizer Inc.
+0.41%
+$1,516.44 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.39%
+$1,085.44 
T AT&T Inc.
+0.38%
+$1,135.98 
MPC Marathon Petroleum Corporation
+0.37%
+$2,001.99 
SCHH Schwab U.S. REIT ETF
+0.36%
+$960.16 
VIK Viking Holdings Ltd
+0.36%
+$848.7 
TDG TransDigm Group Inc.
+0.35%
+$693.16 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.35%
+$1,248.21 
DFIC Dimensional International Core Equity Market ETF
+0.34%
+$11,813.1 
DFAR Dimensional US Real Estate ETF
+0.34%
+$197,710.17 
BNY BlackRock New York Municipal Income Trust
+0.33%
+$1,178.95 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.33%
+$1,269.5 
RCL Royal Caribbean Group
+0.33%
+$867.22 
DFSI Dimensional International Sustainability Core 1 ETF
+0.29%
+$4,359.55 
DGRO iShares Core Dividend Growth ETF
+0.29%
+$2,799.68 
LYG Lloyds Banking Group Plc ADR
+0.27%
+$187.77 
DIS The Walt Disney Company
+0.25%
+$1,237.04 
ADI Analog Devices, Inc.
+0.23%
+$873.99 
VYM Vanguard High Dividend Yield ETF
+0.22%
+$4,180.48 
VYMI Vanguard International High Dividend Yield Index Fund
+0.22%
+$3,886.74 
FITB Fifth Third Bancorp
+0.21%
+$413.81 
ADP Automatic Data Processing Inc.
+0.21%
+$640.74 
DIHP Dimensional International High Profitability Portfolio
+0.2%
+$426.44 
VOE Vanguard Mid-Cap Value ETF
+0.2%
+$2,155.53 
VNQ Vanguard Real Estate ETF
+0.2%
+$5,279.04 
DFLV Dimensional US Large Cap Value ETF
+0.19%
+$377,116 
VTV Vanguard Value ETF
+0.19%
+$16,954.98 
DFAI Dimensional International Core Equity Market ETF
+0.16%
+$294,346.39 
RF Regions Financial Corporation
+0.15%
+$386.48 
DFGR Dimensional Global Real Estate ETF
+0.15%
+$1,260.92 
WM Waste Management, Inc.
+0.14%
+$342.09 
DFCA Dimensional California Municipal Bond ETF
+0.14%
+$4,154.6 
AMGN Amgen Inc.
+0.13%
+$999.94 
AXP American Express Company
+0.12%
+$1,018.71 
MCD McDonald's Corporation
+0.12%
+$386.57 
FTMA Franklin Massachusetts Municipal Income ETF
+0.12%
+$2,232.41 
ABT Abbott Laboratories
+0.12%
+$460.32 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.11%
+$766.15 
DISV Dimensional International Small Cap Equity Fund
+0.1%
+$411.84 
DFIP Dimensional Inflation-Protected Securities ETF
+0.1%
+$295.72 
DFIS Dimensional International Small Cap ETF
+0.08%
+$49,061.04 
DTD WisdomTree U.S. Total Dividend Fund
+0.08%
+$239.85 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$579.25 
IEFA iShares Core MSCI EAFE ETF
+0.06%
+$750.09 
VUSB Vanguard Ultra-Short Bond ETF
+0.05%
+$2,352.53 
PULS PGIM Ultra Short Bond ETF
+0.05%
+$1,524.3 
CAT Caterpillar Inc.
+0.04%
+$1,605.75 
BAC Bank of America Corporation
+0.04%
+$323.02 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$4,168.47 
SHV iShares Short Treasury Bond ETF
+0.03%
+$89.92 
VIG Vanguard Dividend Appreciation ETF
+0.03%
+$366.01 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$117.41 
BMY Bristol-Myers Squibb Company
+0.02%
+$96.75 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$47.55 
VOOV Vanguard S&P 500 Value ETF
+0.01%
+$74.07 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$263.75 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$55.52 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 8522
852234AK9
0%
$0 G200
G2004J103
0%
$0 
FTNT Fortinet Inc.
-7.72%
-$57,970.3 
PANW Palo Alto Networks, Inc.
-7.63%
-$47,993.97 
SNOW Snowflake Inc.
-7.63%
-$22,373.76 
CRWD CrowdStrike Holdings, Inc.
-6.97%
-$38,851.2 
PLTR Palantir Technologies Inc.
-6.89%
-$220,946.19 
NET Cloudflare Inc.
-6.8%
-$21,170.76 
FLEX Flex Ltd.
-6.18%
-$7,746.48 
HTZWW Hertz Global Holdings, Inc. Warrant
-6.03%
-$733.27 
COHR Coherent Corp.
-6%
-$11,392.75 
HPE Hewlett Packard Enterprise Company
-5.69%
-$44,400.72 
STX Seagate Technology Holdings plc
-5.65%
-$36,153 
CIEN Ciena Corporation
-5.25%
-$9,862.8 
SNDK SanDisk Corporation
-4.67%
-$18,117.26 
WDC Western Digital Corporation
-4.51%
-$35,064.74 
INTC Intel Corporation
-4.23%
-$31,788.64 
HOOD Robinhood Markets, Inc.
-3.79%
-$9,381.14 
LITE Lumentum Holdings Inc.
-3.77%
-$22,124.12 
AMD Advanced Micro Devices, Inc.
-3.74%
-$138,824.62 
ARDX Ardelyx Inc.
-3.72%
-$7,057.18 
APP AppLovin Corporation Class A Common Stock
-3.68%
-$4,908.33 
MU Micron Technology, Inc.
-3.68%
-$134,269.82 
NRGV Energy Vault Holdings Inc.
-3.6%
-$1,378.3 
ORCL Oracle Corporation
-3.52%
-$57,908.58 
LRCX Lam Research Corporation
-3.5%
-$67,999.13 
ANET Arista Networks, Inc.
-3.48%
-$31,996.38 
MRVL Marvell Technology, Inc.
-3.43%
-$11,263.75 
SNPS Synopsys, Inc.
-3.3%
-$11,146.65 
JBHT J.B. Hunt Transport Services, Inc.
-3.27%
-$8,416.1 
GLW Corning Incorporated
-3.22%
-$9,910.1 
AVGO Broadcom Inc.
-3.06%
-$342,956.06 
JBL Jabil Inc.
-3.04%
-$5,464.99 
WDAY Workday Inc.
-2.97%
-$15,220.38 
SOFI SoFi Technologies, Inc.
-2.95%
-$5,179.8 
UAL United Airlines Holdings, Inc.
-2.85%
-$9,317.36 
AMAT Applied Materials, Inc.
-2.83%
-$27,724.8 
KLAC KLA Corporation
-2.82%
-$39,527.28 
META Meta Platforms Inc Class A
-2.82%
-$184,909.05 
HTT High Templar Tech Limited American Depositary Shares
-2.8%
-$633 
DELL Dell Technologies Inc.
-2.78%
-$10,830.68 
HPQ HP Inc.
-2.71%
-$7,916.64 
SNX TD Synnex Corporation
-2.67%
-$6,210.72 
IETC iShares U.S. Tech Independence Fund
-2.6%
-$6,078.66 
NFLX Netflix, Inc.
-2.56%
-$40,242.96 
CRM Salesforce Inc
-2.56%
-$14,317.41 
ADBE Adobe Inc.
-2.55%
-$7,678.32 
TER Teradyne, Inc.
-2.48%
-$8,606.76 
QTUM Defiance Quantum ETF
-2.48%
-$5,465.82 
SCHW Charles Schwab Corporation
-2.48%
-$12,272.11 
SHOP Shopify Inc.
-2.33%
-$11,806.75 
VRT Vertiv Holdings Co
-2.31%
-$7,489.79 
TSLA Tesla, Inc.
-2.29%
-$184,968.96 
SOXX iShares Semiconductor ETF
-2.28%
-$51,052.32 
FTEC Fidelity MSCI Information Technology Index ETF
-2.21%
-$17,156.59 
XLK State Street Technology Select Sector SPDR ETF
-2.19%
-$26,462.88 
IYW iShares U.S. Technology ETF
-2.11%
-$22,809.9 
MSFT Microsoft Corp.
-2.11%
-$430,210.71 
VGT Vanguard Information Technology ETF
-2.07%
-$22,662.9 
KOMP SPDR S&P Kensho New Economies Composite ETF
-2.07%
-$5,394.84 
VBK Vanguard Small-Cap Growth ETF
-2.02%
-$4,379.88 
MTUM iShares MSCI USA Momentum Factor ETF
-1.96%
-$10,750.74 
CSCO Cisco Systems, Inc.
-1.95%
-$23,702.64 
ETN Eaton Corporation plc
-1.95%
-$12,011.07 
DAL Delta Air Lines, Inc.
-1.92%
-$7,203.01 
SMH VanEck Semiconductor ETF
-1.89%
-$3,804.95 
GOOGL Alphabet Inc
-1.86%
-$175,593.44 
HNST The Honest Company, Inc.
-1.85%
-$5,220.15 
GOOG Alphabet Inc
-1.79%
-$100,385.9 
QQQM Invesco NASDAQ 100 ETF
-1.77%
-$53,731.89 
MGK Vanguard Mega Cap Growth ETF
-1.76%
-$8,624.88 
QQQ Invesco QQQ Trust, Series 1
-1.76%
-$104,960 
SPCX Space Exploration Technologies Corp. Class A
-1.72%
-$8,432.85 
KEYS Keysight Technologies, Inc.
-1.68%
-$4,696.95 
CGGR Capital Group Growth ETF
-1.67%
-$4,576.81 
IWF iShares Russell 1000 Growth ETF
-1.65%
-$13,480.8 
VXF Vanguard Extended Market ETF
-1.65%
-$34,215.72 
VONG Vanguard Russell 1000 Growth Fund
-1.64%
-$4,599 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.63%
-$6,919.56 
VOT Vanguard Mid-Cap Growth ETF
-1.6%
-$6,829.5 
DE Deere & Company
-1.57%
-$8,826.86 
MTCH Match Group, Inc.
-1.56%
-$3,697.01 
IWY iShares Russell Top 200 Growth ETF
-1.55%
-$3,341.44 
NVT nVent Electric plc
-1.55%
-$2,965.12 
ATI ATI Inc.
-1.55%
-$3,266.95 
UNH UnitedHealth Group Incorporated
-1.54%
-$14,896.16 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-1.53%
-$3,764.99 
VUG Vanguard Growth ETF
-1.5%
-$979,457.4 
CNC Centene Corporation
-1.5%
-$6,088.64 
LPLA LPL Financial Holdings Inc.
-1.46%
-$10,940.36 
PWR Quanta Services Inc.
-1.45%
-$3,854.35 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.45%
-$18,397.6 
XT iShares Future Exponential Technologies ETF
-1.45%
-$6,296.12 
AMZN Amazon.com Inc
-1.44%
-$153,598.8 
IWM iShares Russell 2000 ETF
-1.4%
-$25,113.47 
APH Amphenol Corporation
-1.4%
-$11,103.6 
VRSN Verisign Inc.
-1.4%
-$3,468 
VOOG Vanguard S&P 500 Growth ETF
-1.38%
-$17,164.4 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.38%
-$5,558.91 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.37%
-$11,129.42 
FIX Comfort Systems USA, Inc.
-1.37%
-$7,722.88 
VTWO Vanguard Russell 2000 ETF
-1.36%
-$2,760.33 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.36%
-$10,456.74 
EQIX Equinix, Inc.
-1.33%
-$2,589.6 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.33%
-$4,411.24 
CEG Constellation Energy Corporation
-1.3%
-$3,355.56 
DFEV Dimensional Emerging Markets Value ETF
-1.28%
-$672,115.79 
DFAE Dimensional Emerging Core Equity Market ETF
-1.28%
-$1.49M 
TGT Target Corporation
-1.28%
-$3,722 
SCHA Schwab U.S. Small-Cap ETF
-1.26%
-$12,890.4 
SPOT Spotify Technology S.A.
-1.26%
-$8,245.44 
BABA Alibaba Group Holding Limited SP ADR
-1.25%
-$3,106.65 
UBER Uber Technologies, Inc.
-1.25%
-$3,465.66 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.24%
-$33,873.2 
IBIT iShares Bitcoin Trust
-1.19%
-$3,684.64 
IEMG iShares Core MSCI Emerging Markets ETF
-1.19%
-$22,411.04 
FYX First Trust Small Cap Core AlphaDEX Fund
-1.16%
-$8,542.8 
VB Vanguard Small-Cap ETF
-1.13%
-$92,752.12 
A Agilent Technologies Inc.
-1.12%
-$3,232.04 
BCBP Bcb Bancorp Inc.
-1.08%
-$7,434.63 
WYNN Wynn Resorts, Limited
-1.08%
-$4,924.39 
VWO Vanguard FTSE Emerging Markets ETF
-1.05%
-$61,994.46 
VRTX Vertex Pharmaceuticals Incorporated
-1.03%
-$2,481.39 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.01%
-$6,561.2 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
-1.01%
-$2,024.19 
QCOM QUALCOMM Incorporated
-0.99%
-$24,986.72 
KFY Korn Ferry
-0.96%
-$3,801.34 
TMO Thermo Fisher Scientific Inc.
-0.94%
-$2,886.42 
EMR Emerson Electric Co.
-0.91%
-$3,101.9 
FDX FedEx Corporation
-0.89%
-$2,514.75 
DFAS Dimensional U.S. Small Cap ETF
-0.87%
-$1.58M 
EME EMCOR Group, Inc.
-0.86%
-$2,677.6 
SCHB Schwab U.S. Broad Market ETF
-0.86%
-$6,834 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.85%
-$9,129.28 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.84%
-$389,576.78 
IWB iShares Russell 1000 ETF
-0.84%
-$1,927.38 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.84%
-$3,539.2 
AZN AstraZeneca PLC American Depositary Shares
-0.83%
-$2,386 
UPS United Parcel Service, Inc.
-0.82%
-$1,762.14 
DFUS Dimensional U.S. Equity Market ETF
-0.82%
-$3.59M 
FLQL Franklin U.S. Large Cap Multisector Fund
-0.81%
-$1,716.48 
IWR iShares Russell Mid-Cap ETF
-0.8%
-$3,154.8 
IWV ISHARES RUSSELL 3000 ETF
-0.8%
-$5,628.27 
SCHX Schwab U.S. Large-Cap ETF
-0.79%
-$20,283.84 
IWN iShares Russell 2000 Value ETF
-0.78%
-$1,524.91 
CRS Carpenter Technology Corporation
-0.77%
-$2,187.36 
ESGU iShares ESG Aware MSCI USA ETF
-0.77%
-$2,134.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.77%
-$18,406.5 
SPY SPDR S&P 500 ETF Trust
-0.77%
-$26,007.08 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.76%
-$3,847.77 
IJR iShares Core S&P Small-Cap ETF
-0.76%
-$8,640.32 
VOO Vanguard S&P 500 ETF
-0.76%
-$87,623.9 
CGUS Capital Group Core Equity ETF
-0.75%
-$2,075.71 
DFSU Dimensional US Sustainability Core 1 ETF
-0.75%
-$46,692 
IVV iShares Core S&P 500 ETF
-0.75%
-$19,969.8 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.74%
-$13,508.72 
PRU Prudential Financial, Inc.
-0.74%
-$1,888.3 
GS The Goldman Sachs Group, Inc.
-0.74%
-$6,573.45 
JCI Johnson Controls International plc
-0.74%
-$2,851.44 
IBM International Business Machines Corporation
-0.73%
-$4,301.72 
IJH iShares Core S&P Mid-Cap ETF
-0.73%
-$7,875.79 
DFAU Dimensional US Core Equity Market ETF
-0.72%
-$74,982.21 
SYY Sysco Corporation
-0.72%
-$1,444.66 
ABNB Airbnb, Inc.
-0.7%
-$3,445.74 
MDY SPDR S&P MidCap 400 ETF Trust
-0.69%
-$2,139 
SPHQ Invesco S&P 500 Quality ETF
-0.68%
-$1,333.42 
CFG Citizens Financial Group, Inc.
-0.68%
-$1,574.23 
BKNG Booking Holdings Inc.
-0.66%
-$2,138.4 
AVUS Avantis U.S. Equity ETF
-0.61%
-$2,129.8 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.6%
-$107,045.28 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.59%
-$1,347.97 
AMP Ameriprise Financial, Inc.
-0.58%
-$1,588.85 
VO Vanguard Mid-Cap ETF
-0.57%
-$7,465.36 
CGDV Capital Group Dividend Value ETF
-0.57%
-$1,863.96 
NVDA NVIDIA Corporation
-0.57%
-$288,692.07 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.56%
-$3,138.24 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.56%
-$3,953.28 
CSX CSX Corporation
-0.56%
-$1,688.48 
QUAL iShares MSCI USA Quality Factor ETF
-0.56%
-$4,441.19 
DCOR Dimensional US Core Equity 1 ETF
-0.56%
-$3,474.24 
GILD Gilead Sciences Inc.
-0.55%
-$1,646.91 
MMM 3M Company
-0.55%
-$2,028.39 
AOA iShares Core Aggressive Allocation ETF
-0.55%
-$2,989.58 
MS Morgan Stanley
-0.53%
-$3,120.03 
UNP Union Pacific Corporation
-0.52%
-$2,056.19 
DFAW Dimensional World Equity ETF
-0.49%
-$2,684.27 
ECL Ecolab Inc.
-0.47%
-$2,250.89 
DUHP Dimensional US High Profitability ETF
-0.47%
-$378,659.4 
VEU Vanguard FTSE All-World ex-US ETF
-0.45%
-$5,655.08 
NBIX Neurocrine Biosciences Inc.
-0.44%
-$881.18 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.43%
-$3,636.9 
MOAT VanEck Morningstar Wide Moat Fund
-0.41%
-$4,452.34 
URI United Rentals, Inc.
-0.4%
-$1,339.79 
GLD SPDR Gold Shares
-0.36%
-$1,807.79 
RSP Invesco S&P 500 Equal Weight ETF
-0.35%
-$9,212.72 
IAU iShares Gold Trust
-0.34%
-$1,603.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.33%
-$40,445.35 
CEF Sprott Physical Gold and Silver Trust
-0.32%
-$2,381.34 
RDVY First Trust Rising Dividend Achievers ETF
-0.31%
-$4,110.75 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.3%
-$1,543.65 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.3%
-$1,374.23 
BRT BRT Apartments Corp.
-0.29%
-$2,076.84 
DHR Danaher Corporation
-0.29%
-$1,040.51 
BNDX Vanguard Total International Bond ETF
-0.29%
-$1,013.45 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.28%
-$1,673.76 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.27%
-$1,642.74 
DFGP Dimensional Global Core Fixed Income Fund
-0.27%
-$10,514.88 
PLD Prologis Inc.
-0.26%
-$637.23 
NSC Norfolk Southern Corporation
-0.25%
-$987.2 
PRF Invesco FTSE RAFI US 1000 ETF
-0.24%
-$1,245.11 
XAR SPDR S&P Aerospace & Defense ETF
-0.23%
-$838.42 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.22%
-$786.5 
AVLV Avantis U.S. Large Cap Value ETF
-0.21%
-$710.97 
VFQY Vanguard U.S. Quality Factor Fund
-0.2%
-$4,716 
CW Curtiss-Wright Corporation
-0.2%
-$558.52 
FCX Freeport-McMoRan Inc.
-0.19%
-$956.14 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.18%
-$525.69 
IWD iShares Russell 1000 Value ETF
-0.18%
-$2,137.56 
WCN Waste Connections Inc.
-0.18%
-$414.29 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.17%
-$2,408.61 
RSG Republic Services, Inc.
-0.16%
-$527.03 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$719.4 
SBUX Starbucks Corporation
-0.14%
-$419.02 
MA Mastercard Incorporated
-0.14%
-$1,556.43 
BND Vanguard Total Bond Market Index Fund
-0.14%
-$17,155.93 
DFCF Dimensional Core Fixed Income ETF
-0.14%
-$210,834.58 
DFAT Dimensional US Targeted Value ETF
-0.13%
-$2,718.45 
MUB iShares National Muni Bond ETF
-0.13%
-$516.37 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.13%
-$2,763.34 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.1%
-$1,073.25 
CVS CVS Health Corporation
-0.1%
-$483.66 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.09%
-$252.12 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.09%
-$185.04 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.09%
-$316.2 
RBC RBC Bearings Incorporated
-0.08%
-$130.65 
XLV Health Care Select Sector SPDR Fund
-0.08%
-$187.38 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.07%
-$127,297.98 
BA Boeing Company
-0.07%
-$190.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.07%
-$7,197.66 
SCHF Schwab International Equity ETF
-0.06%
-$1,112.47 
DFSV Dimensional US Small Cap Value ETF
-0.05%
-$5,754.94 
IRM Iron Mountain Inc.
-0.04%
-$120.6 
FLTR VanEck IG Floating Rate ETF
-0.04%
-$162.85 
DFNM Dimensional National Municipal Bond ETF
-0.03%
-$1,608.93 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.03%
-$69.58 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.03%
-$948.42 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.03%
-$564.95 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$1,659.24 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$930.62 
DFUV Dimensional US Marketwide Value ETF
-0.02%
-$3,264.98 
NTRS Northern Trust Corporation
-0.01%
-$21.27 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.01%
-$100.84 
XLI Industrial Select Sector SPDR Fund
-0.01%
-$10.9 Events
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Dividends
Dividend Analysis
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| Trades 9169 | Longs Won 4532/9169 49% | Profit Factor 12.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $462,337.81 |
| Average Win $100,465.13 | Best Trade (Oct 15) $16.52M | Sharpe Ratio -12.69 |
| Average Loss -$7,621.05 | Worst Trade (Oct 15) -$3.78M | Z-Score -16.14 (100%) |
| Commissions $0 | Avg. Trade Length 7m 4w 1d | Expectancy $45,803.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 333,333 | 300,000 | 266,667 | 233,333 | 200,000 | 166,667 | 133,333 | 100,000 | 66,667 | 33,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 8522 852234AK9 | 10,000 | $7,450 | $7,450 | - | - | - | 0.0 |
| A Agilent Technologies Inc. | 1,649 | $202,582.78 | $286,249.91 | - | $83,667.13 | 41.3% | -1.116% |
| AAPL Apple Inc. | 126,099 | $28.2M | $43.44M | - | $15.24M | 54.05% | +0.725% |
| ABBV AbbVie Inc. | 7,203 | $1.49M | $2.05M | - | $567,397.15 | 38.17% | +0.607% |
| ABNB Airbnb, Inc. | 2,836 | $374,115.86 | $490,812.34 | - | $116,696.48 | 31.19% | -0.697% |
| ABT Abbott Laboratories | 3,836 | $488,629.05 | $402,012.8 | - | -$86,616.25 | -17.73% | +0.115% |
| ADBE Adobe Inc. | 1,196 | $413,371.4 | $293,319 | - | -$120,052.4 | -29.04% | -2.551% |
| ADI Analog Devices, Inc. | 950 | $279,297.28 | $384,626.5 | - | $105,329.22 | 37.71% | +0.228% |
| ADP Automatic Data Processing Inc. | 1,086 | $308,438.25 | $310,856.64 | - | $2,418.39 | 0.78% | +0.207% |
| AFL Aflac Inc. | 3,278 | $370,689.14 | $389,508.35 | - | $18,819.21 | 5.08% | +0.656% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,796 | $475,246.03 | $456,866.96 | - | -$18,379.07 | -3.87% | -0.157% |
| ALIT Alight Inc. | 13,904 | $7,786 | $130,558.56 | - | $122,772.56 | 1,576.84% | +1.844% |
| ALL Allstate Corporation | 1,230 | $265,069.09 | $298,471.8 | - | $33,402.71 | 12.6% | +1.277% |
| AMAT Applied Materials, Inc. | 2,280 | $536,646.67 | $952,698 | - | $416,051.33 | 77.53% | -2.828% |
| AMD Advanced Micro Devices, Inc. | 6,595 | $1.19M | $3.57M | - | $2.37M | 198.87% | -3.744% |
| AMGN Amgen Inc. | 1,733 | $549,247.82 | $753,173.93 | - | $203,926.11 | 37.13% | +0.133% |
| AMP Ameriprise Financial, Inc. | 546 | $249,806.82 | $272,819.82 | - | $23,013 | 9.21% | -0.579% |
| AMT American Tower Corporation | 1,396 | $233,547.73 | $257,338.64 | - | $23,790.91 | 10.19% | +1.643% |
| AMZN Amazon.com Inc | 41,967 | $8.6M | $10.54M | - | $1.94M | 22.56% | -1.437% |
| ANET Arista Networks, Inc. | 4,953 | $648,991.74 | $887,181.36 | - | $238,189.62 | 36.7% | -3.481% |
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FAQ
Which stocks have generated the highest profits for Alexandra Stickelman?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Equity Market ETF - $38.28M, Dimensional International Core Equity Market ETF - $12.1M, Dimensional US Marketwide Value ETF - $11.38M, Dimensional Core Fixed Income ETF - $8.73M, and Dimensional Short-Duration Fixed Income ETF - $8.15M. 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: HubSpot, Inc - $240,337.6, Strategy Inc - $195,774.2, Salesforce Inc - $132,780.2, Intuit Inc - $116,792.05, and Dow Inc - $116,468. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alexandra Stickelman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $68.17M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $8.73M, Dimensional International Core Equity Market ETF - $8.3M, Dimensional Short-Duration Fixed Income ETF - $8.15M, Dimensional U.S. Equity Market ETF - $6.45M, and Dimensional Emerging Core Equity Market ETF - $4.2M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alexandra Stickelman's monthly returns?
Alexandra Stickelman'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 Alexandra Stickelman's strategy be considered aggressive or moderate?
Alexandra Stickelman's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Alexandra Stickelman's strategy?
Alexandra Stickelman's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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