Elliot Kallen Portfolio
Invests via Prosperity Wealth Management, Inc. | Managed by Elliot Kallen
Invests via Prosperity Wealth Management, Inc.
Managed by Elliot Kallen
Automatically Tracked
Elliot Kallen Profile
Growth-stage investor and operator with experience advising software and fintech businesses on strategy, capital raising and go-to-market expansion. Elliot Kallen has led investment diligence and portfolio operational programs at venture and private equity firms and previously held senior product roles in SaaS companies. Known for sourcing cross-border deals and scaling revenue operations, focuses on Series A–C technology opportunities and board-level execution support.
Growth-stage investor and operator with experience advising software and fintech businesses on strategy, capital raising and go-to-market expansion. Elliot Kallen has led investment diligence and portfolio operational programs at venture and private equity firms and previously held senior product roles in SaaS companies. Known for sourcing cross-border deals and scaling revenue operations, focuses on Series A–C technology opportunities and board-level execution support.
Investment Philosophy & Strategy
Operates as a growth-stage investor blending operational rigor with early growth capital discipline. Focuses on Series A–C software and fintech opportunities where product-led revenue can be scaled via repeatable GTM playbooks and international expansion. Underwrites businesses on unit economics, scalable go-to-market motions and founder alignment, favoring board-level partnership and hands-on revenue operations support. Time horizon is growth-oriented with active value creation through cross-border deal sourcing and portfolio ops programs.
Operates as a growth-stage investor blending operational rigor with early growth capital discipline. Focuses on Series A–C software and fintech opportunities where product-led revenue can be scaled via repeatable GTM playbooks and international expansion. Underwrites businesses on unit economics, scalable go-to-market motions and founder alignment, favoring board-level partnership and hands-on revenue operations support. Time horizon is growth-oriented with active value creation through cross-border deal sourcing and portfolio ops programs.
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:
54.23%
Gain 0%
Monthly
1.53%
Yearly
20.06%
Drawdown
19.27%
$330.71M
Equity
Holdings
$330.71M
Investment
$242.36M
$159.45M
Profit +$9,401.13
Realized
$69.57M
Unrealized
$89.87M
Dividends
$12.27M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.001%
Profit
$9,401.13
Win %
70%
This Week
Compared To Last Week
Gain
0.003%
Profit
$9,401.13
Win %
70%
This Month
Compared to last month
Gain
-1.82%
Profit
-$6.12M
Win %
70%
This Year
Compared to last year
Gain
10.12%
Profit
$30.4M
Win %
70%
ARM Arm Holdings plc American Depositary Receipt
+11.27%
+$302,119.9 
GNLN Greenlane Holdings, Inc.
+6.84%
+$435.78 
RZLV Rezolve AI Ltd.
+5.93%
+$3,700.05 
COHR Coherent Corp.
+5.9%
+$114,607.4 
FMC FMC Corporation
+5.15%
+$10,240.48 
AMD Advanced Micro Devices, Inc.
+4.73%
+$40,251.92 
ANET Arista Networks, Inc.
+4.37%
+$128,209.33 
P Everpure Inc.
+4.28%
+$20,864.25 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$5,914.99 
KARO Karooooo Ltd.
+3.8%
+$22,490 
GEV GE Vernova Inc.
+3.73%
+$26,418.59 
SEZL Sezzle Inc.
+3%
+$27,031.95 
APLD Applied Digital Corporation
+2.97%
+$19,188 
CEG Constellation Energy Corporation
+2.86%
+$21,474.24 
SCHW Charles Schwab Corporation
+2.71%
+$17,459.99 
AUR Aurora Innovation, Inc.
+2.68%
+$12,476.8 
GS The Goldman Sachs Group, Inc.
+2.62%
+$80,381.12 
STRL Sterling Infrastructure, Inc.
+2.44%
+$58,356.2 
JPM JPMorgan Chase & Co.
+2.31%
+$23,649.36 
ALLT Allot Ltd.
+2.22%
+$5,808 
FSK FS KKR Capital Corp.
+2.22%
+$6,725.52 
CCJ Cameco Corporation
+2.01%
+$9,671.4 
TQQQ ProShares UltraPro QQQ
+1.99%
+$57,167.01 
TFC Truist Financial Corporation
+1.93%
+$13,751.36 
FIVN Five9 Inc.
+1.92%
+$10,000 
CLS Celestica Inc.
+1.88%
+$25,199.49 
FIX Comfort Systems USA, Inc.
+1.85%
+$35,044.7 
TSLA Tesla, Inc.
+1.82%
+$33,073.04 
SMH VanEck Semiconductor ETF
+1.73%
+$39,097.24 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$4,640.77 
VRT Vertiv Holdings Co
+1.68%
+$47,704.4 
WFC Wells Fargo & Company
+1.61%
+$7,027.72 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$18,079.2 
KALU Kaiser Aluminum Corporation
+1.56%
+$22,561 
UPRO ProShares UltraPro S&P500
+1.54%
+$50,471.08 
AAPD Direxion Daily AAPL Bear 1X Shares
+1.5%
+$5,239.8 
GLW Corning Incorporated
+1.5%
+$14,140.4 
MAR Marriott International Inc. - Class A
+1.42%
+$3,955 
XLF Financial Select Sector SPDR Fund
+1.37%
+$3,049.92 
MCO Moody's Corporation
+1.36%
+$3,226.05 
NEE NextEra Energy, Inc.
+1.35%
+$13,242.25 
BROS Dutch Bros Inc.
+1.32%
+$7,181.01 
ABBV AbbVie Inc.
+1.32%
+$2,909.68 
O Realty Income Corporation
+1.31%
+$3,219.75 
QLD ProShares Ultra QQQ
+1.3%
+$15,913.2 
TRGP Targa Resources Corp.
+1.2%
+$38,475.88 
LRCX Lam Research Corporation
+1.18%
+$6,263.41 
WHR Whirlpool Corporation
+1.13%
+$1,349.76 
VST Vistra Corp
+1.12%
+$13,277.47 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$2,517.22 
DOCU DocuSign Inc.
+1.08%
+$3,280.79 
JNJ Johnson & Johnson
+1.07%
+$3,030.22 
V Visa Inc. Class A
+1.05%
+$2,381.44 
HOOD Robinhood Markets, Inc.
+1.04%
+$5,659.2 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$7,160.96 
SSO ProShares Ultra S&P500
+1.03%
+$9,955.88 
ORLY O'Reilly Automotive Inc.
+1.02%
+$6,809.83 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$2,902.24 
FVRR Fiverr International Ltd.
+1.01%
+$2,770 
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$3,061.82 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$2,448.34 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$2,420.8 
VTV Vanguard Value ETF
+0.94%
+$2,442.14 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$20,118.99 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.9%
+$31,900.68 
MGV Vanguard Mega Cap Value ETF
+0.9%
+$3,274.56 
REZ iShares Residential and Multisector Real Estate ETF
+0.89%
+$2,432.94 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$4,640.87 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$11,179.22 
PG Procter & Gamble Co
+0.86%
+$2,895.6 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$4,942.35 
IYRI Neos Real Estate High Income ETF
+0.85%
+$5,542.32 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.83%
+$2,530.22 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.82%
+$3,615.84 
KLIP KraneShares China Internet & Covered Call Strategy ETF
+0.82%
+$1,669.6 
FDD First Trust STOXX European Select Dividend Index Fund
+0.81%
+$2,237.6 
EMEQ Macquarie Focused Emerging Markets Equity ETF
+0.81%
+$15,148.09 
QGRO American Century U.S. Quality Growth ETF
+0.8%
+$3,017.6 
NXPI NXP Semiconductors N.V.
+0.76%
+$5,088.93 
GE General Electric Company
+0.76%
+$13,449.19 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.74%
+$1,792.75 
HD The Home Depot, Inc.
+0.73%
+$1,404.2 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$3,427.93 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,999.82 
KHC The Kraft Heinz Company
+0.7%
+$1,905.87 
EMR Emerson Electric Co.
+0.69%
+$6,040.79 
XNTK SPDR NYSE Technology ETF
+0.69%
+$2,034.12 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$9,826.9 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.61%
+$49,240.4 
IYW iShares U.S. Technology ETF
+0.61%
+$1,546.59 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$84,404.82 
CCEF Calamos CEF Income & Arbitrage ETF
+0.57%
+$1,793.23 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$4,709.16 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.56%
+$2,555.84 
IVV iShares Core S&P 500 ETF
+0.55%
+$10,204.6 
VOO Vanguard S&P 500 ETF
+0.55%
+$89,667.6 
GOF Guggenheim Strategic Opportunities Fund
+0.55%
+$2,004.96 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$1,861.8 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$5,550.08 
GOOGL Alphabet Inc
+0.53%
+$22,853.15 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$1,261.25 
CGUS Capital Group Core Equity ETF
+0.53%
+$2,654.66 
TOST Toast Inc.
+0.53%
+$1,846 
BITY Amplify Bitcoin 24% Premium Income Fund
+0.52%
+$861.01 
PCN PIMCO Corporate & Income Strategy Fund
+0.52%
+$922.02 
IWB iShares Russell 1000 ETF
+0.52%
+$2,604.15 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$1,482.74 
FELC Fidelity Enhanced Large Cap Core ETF
+0.48%
+$2,445.4 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$135,899.26 
NET Cloudflare Inc.
+0.46%
+$2,958.8 
GOOG Alphabet Inc
+0.45%
+$3,716.8 
WMT Walmart Inc.
+0.45%
+$5,822.29 
CANQ Calamos Alternative Nasdaq & Bond ETF
+0.44%
+$1,311.2 
VT Vanguard Total World Stock ETF
+0.44%
+$2,620.68 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$4,172.18 
MGC Vanguard Mega Cap ETF
+0.38%
+$1,467.41 
ES Eversource Energy
+0.38%
+$1,918.54 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$863 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$4,819.68 
CGBL Capital Group Core Balanced ETF
+0.32%
+$882.36 
CGGO Capital Group Global Growth Equity ETF
+0.32%
+$1,750.19 
IDV iShares International Select Dividend ETF
+0.32%
+$3,498.6 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.3%
+$1,290.51 
XOM Exxon Mobil Corporation
+0.28%
+$4,630.77 
BUFR FT Vestladder Buffer ETF-USD I
+0.28%
+$1,118.3 
PTY PIMCO Corporate & Income Opportunity Fund
+0.26%
+$2,209.86 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$843.69 
ARKK ARK Innovation ETF Fund
+0.25%
+$4,577.1 
OEF iShares S&P 100 ETF
+0.24%
+$2,053.63 
SBAR Simplify Barrier Income ETF
+0.24%
+$1,159.74 
DTH WisdomTree International High Dividend Fund
+0.23%
+$706.68 
AUGT AllianzIM U.S. Large Cap Buffer10 Aug ETF
+0.23%
+$1,240.29 
MGK Vanguard Mega Cap Growth ETF
+0.22%
+$7,589.55 
IGR CBRE Global Real Estate Income Fund
+0.22%
+$625.43 
VUG Vanguard Growth ETF
+0.18%
+$1,854 
JPIB JPMorgan International Bond ETF
+0.17%
+$738.4 
EFAS Global X MSCI SuperDividend EAFE ETF
+0.16%
+$493.29 
NVDA NVIDIA Corporation
+0.16%
+$12,951.04 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$29,986.36 
BITO ProShares Bitcoin ETF
+0.12%
+$239.4 
CGGR Capital Group Growth ETF
+0.11%
+$801.1 
IOO iShares Global 100 ETF
+0.11%
+$732.75 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$4,707.43 
CW Curtiss-Wright Corporation
+0.1%
+$587.53 
MSFT Microsoft Corp.
+0.1%
+$6,590.24 
XLG Invesco S&P 500 Top 50 ETF
+0.1%
+$287.46 
AIQ Global X Artificial Intelligence & Technology ETF
+0.08%
+$228.85 
BUFQ FT Nasdaq Buffer ETF July.
+0.08%
+$347.79 
LRGG Macquarie Focused Large Growth ETF
+0.07%
+$1,530.28 
GLD SPDR Gold Shares
+0.06%
+$111.1 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$527.12 
BUCK Simplify Treasury Option Income ETF
+0.04%
+$238.07 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$2,238.56 
GBTC Grayscale Bitcoin Trust ETF
+0.04%
+$709.84 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$158.48 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$68.25 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$397.6 
PANW Palo Alto Networks, Inc.
+0.03%
+$182.97 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$136.35 
FFTY Innovator IBD 50 ETF
+0.02%
+$87.97 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$254.34 
BXMX Nuveen S&P 500 Buy-Write Income Fund
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
MUD
0%
$0 
MVIS Microvision Inc.
0%
$0 
SMCL
0%
$0 
SNOW
0%
$0 
VG
0%
$0 
WEN The Wendy's Company
0%
$0 
RKLB Rocket Lab Corporation
-10.79%
-$166,918.08 
PTIR GraniteShares 2x Palantir ETF
-4.62%
-$13,174 
INOD Innodata Inc.
-4.23%
-$48,279.5 
DKNG DraftKings Inc.
-3.4%
-$73,393.08 
MDB MongoDB Inc.
-3.28%
-$29,663.58 
ILMN Illumina, Inc.
-3.15%
-$23,684.85 
AAPB GraniteShares 2x Long AAPL Daily ETF
-2.98%
-$14,658.3 
DASH DoorDash, Inc.
-2.59%
-$18,337.73 
RFIX Simplify Bond Bull ETF
-2.55%
-$29,873.78 
AMZZ GraniteShares 2x Long Amazon Daily ETF
-2.46%
-$20,050.66 
LLY Eli Lilly and Company
-2.41%
-$92,626.13 
PLTR Palantir Technologies Inc.
-2.36%
-$85,067.76 
OSCR Oscar Health, Inc.
-2.25%
-$13,449.15 
GTLB GitLab Inc.
-2.15%
-$5,795 
SHLD Global X Defense Tech ETF
-2.04%
-$18,633.3 
SDOW ProShares UltraPro Short Dow30
-2.04%
-$8,548.74 
SHOP Shopify Inc.
-2.02%
-$18,308.3 
SQQQ ProShares UltraPro Short QQQ
-1.94%
-$3,831.5 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$57,811.26 
QBTS D-Wave Quantum Inc.
-1.89%
-$6,068.25 
ONON On Holding AG
-1.61%
-$8,253 
AAPL Apple Inc.
-1.52%
-$81,598.5 
TWM ProShares UltraShort Russell2000
-1.52%
-$3,730.14 
FLEX Flex Ltd.
-1.5%
-$21,204 
MU Micron Technology, Inc.
-1.43%
-$78,971.94 
MRK Merck & Co., Inc.
-1.42%
-$3,719.24 
MESO Mesoblast Limited Sponsored ADR
-1.35%
-$9,671 
MELI MercadoLibre, Inc.
-1.27%
-$7,568.41 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$23,475.08 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.24%
-$2,803.21 
AMZN Amazon.com Inc
-1.23%
-$73,984.95 
BA Boeing Company
-1.16%
-$2,783.82 
NFLX Netflix, Inc.
-1.14%
-$9,053.55 
UBER Uber Technologies, Inc.
-1.01%
-$18,214 
AXON Axon Enterprise, Inc.
-1%
-$6,468.09 
AJG Arthur J. Gallagher & Co.
-1%
-$8,148.23 
ETHE Grayscale Ethereum Trust ETF
-0.96%
-$1,467.05 
CONL GraniteShares 2x Long Coin ETF
-0.95%
-$1,201.05 
IBM International Business Machines Corporation
-0.95%
-$12,859.57 
PATH Uipath Inc.
-0.94%
-$2,560 
TMDX TransMedics Group Inc.
-0.92%
-$3,311.6 
AVGO Broadcom Inc.
-0.91%
-$17,913.02 
NOW ServiceNow, Inc.
-0.9%
-$3,222.46 
PDI Pimco Dynamic Income Fund
-0.79%
-$3,221.53 
FIGR Figure Technology Solutions Inc Cl A
-0.78%
-$2,620.2 
SOFI SoFi Technologies, Inc.
-0.54%
-$1,791 
CRSH YieldMax Short TSLA Option Income Strategy ETF
-0.53%
-$2,193.39 
GGLS Direxion Daily GOOGL Bear 1X Shares
-0.52%
-$4,388.67 
LOCO El Pollo Loco Holdings Inc.
-0.51%
-$5,016 
SH ProShares Short S&P500
-0.5%
-$2,174.47 
DECK Deckers Outdoor Corporation
-0.47%
-$4,997.16 
YQQQ YieldMax N100 Short Option Income Fund
-0.46%
-$5,104.16 
ISRG Intuitive Surgical, Inc.
-0.45%
-$2,156.47 
WYNN Wynn Resorts, Limited
-0.45%
-$7,022.4 
AS Amer Sports, Inc.
-0.39%
-$2,114 
RTX RTX Corporation
-0.37%
-$2,648.64 
MRVL Marvell Technology, Inc.
-0.36%
-$11,847.07 
CRM Salesforce Inc
-0.34%
-$1,851.36 
DIS The Walt Disney Company
-0.3%
-$566.4 
TLTI Neos Enhanced Income 20+ Year Treasury Bond ETF
-0.26%
-$3,327.92 
META Meta Platforms Inc Class A
-0.26%
-$6,161.09 
IONQ IonQ, Inc.
-0.24%
-$966 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$553.56 
XHB SPDR S&P Homebuilders ETF
-0.22%
-$492.24 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$482.31 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$378.27 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$889.4 
AGGH Simplify Aggregate Bond ETF
-0.17%
-$2,113.89 
CRS Carpenter Technology Corporation
-0.17%
-$653.77 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$735.98 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.15%
-$750 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
-0.14%
-$578.25 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.14%
-$370.14 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-0.09%
-$1,449.65 
GDLC Grayscale Digital Large Cap Fund LLC
-0.07%
-$270.9 
SPBO SPDR Portfolio Corporate Bond ETF
-0.07%
-$324.9 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.06%
-$207.75 
NLY Annaly Capital Management, Inc.
-0.04%
-$177.6 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$137.28 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.03%
-$321.73 
IBIT iShares Bitcoin Trust
-0.03%
-$96.2 
IWY iShares Russell Top 200 Growth ETF
0%
-$26.29 Events
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Dividends
Dividend Analysis
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| Trades 2201 | Longs Won 1254/2201 56% | Profit Factor 7.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $452,239.82 |
| Average Win $146,953.5 | Best Trade (Mar 31) $12.01M | Sharpe Ratio -7.49 |
| Average Loss -$26,288.25 | Worst Trade (Mar 31) -$1.47M | Z-Score -3.29 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 3d | Expectancy $72,443.65 |
| 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 | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
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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