Bryson Braden Portfolio
Invests via DENVER WEALTH MANAGEMENT Inc. | Managed by Bryson B. Braden, Zachary T. Bouck
Invests via DENVER WEALTH MANAGEMENT Inc.
Managed by Bryson B. Braden, Zachary T. Bouck
Automatically Tracked
Bryson Braden Profile
Bryson Braden stands out as a dynamic entrepreneur and investor with extensive experience in technology ventures. His career has been characterized by building innovative companies at the intersection of software development and consumer engagement. With a proven ability to identify emerging market trends, he plays a pivotal role in shaping growth trajectories for startups that focus on disruptive digital solutions. Bryson's expertise extends beyond traditional venture capital; his strategic approach combines operational leadership with hands-on mentoring, enabling fledgling enterprises to scale efficiently while navigating competitive landscapes.
Bryson Braden stands out as a dynamic entrepreneur and investor with extensive experience in technology ventures. His career has been characterized by building innovative companies at the intersection of software development and consumer engagement. With a proven ability to identify emerging market trends, he plays a pivotal role in shaping growth trajectories for startups that focus on disruptive digital solutions. Bryson's expertise extends beyond traditional venture capital; his strategic approach combines operational leadership with hands-on mentoring, enabling fledgling enterprises to scale efficiently while navigating competitive landscapes.
Investment Philosophy & Strategy
Innovation drives the investment philosophy of Bryson Braden, who leverages his extensive background in technology to identify opportunities that foster transformative growth. With a strong focus on emerging digital solutions, he seeks out ventures capable of redefining consumer engagement through groundbreaking software applications. His approach combines thorough market analysis with an entrepreneurial spirit, enabling startups not only to attract capital but also to cultivate sustainable competitive advantages. By integrating operational expertise with mentorship, investments prioritize scalability and long-term viability while championing disruptive business models that challenge established norms.
Innovation drives the investment philosophy of Bryson Braden, who leverages his extensive background in technology to identify opportunities that foster transformative growth. With a strong focus on emerging digital solutions, he seeks out ventures capable of redefining consumer engagement through groundbreaking software applications. His approach combines thorough market analysis with an entrepreneurial spirit, enabling startups not only to attract capital but also to cultivate sustainable competitive advantages. By integrating operational expertise with mentorship, investments prioritize scalability and long-term viability while championing disruptive business models that challenge established norms.
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:
142.99%
Gain +2.94%
Monthly
1.42%
Yearly
18.48%
Drawdown
26.97%
$354.87M
Equity
Holdings
$354.87M
Investment
$246.29M
$119.75M
Profit +$4.27M
Realized
$11.16M
Unrealized
$108.59M
Dividends
$14.52M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.94%
Profit
$4.27M
Win %
80%
This Week
Compared To Last Week
Gain
1.22%
Profit
$4.27M
Win %
80%
This Month
Compared to last month
Gain
0.62%
Profit
$2.19M
Win %
80%
This Year
Compared to last year
Gain
0.35%
Profit
$2.07M
Win %
79%
SPCX Space Exploration Technologies Corp. Class A
+5.68%
+$28,097.79 
TSLA Tesla, Inc.
+5.29%
+$72,859.74 
AMD Advanced Micro Devices, Inc.
+2.96%
+$16,516.23 
AVGO Broadcom Inc.
+2.55%
+$9,366.35 
CSCO Cisco Systems, Inc.
+2.52%
+$6,315.7 
SMH VanEck Semiconductor ETF
+2.18%
+$52,161.72 
CAT Caterpillar Inc.
+1.99%
+$5,839.75 
INTC Intel Corporation
+1.81%
+$7,707.84 
NVDA NVIDIA Corporation
+1.74%
+$42,406.98 
SLYG SPDR S&P 600 Small Cap Growth ETF
+1.49%
+$31,026.26 
IJR iShares Core S&P Small-Cap ETF
+1.21%
+$4,976.68 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
+1.1%
+$4,964 
IWP iShares Russell Mid-Cap Growth ETF
+1.09%
+$2,182.72 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.09%
+$8,535.28 
AMZN Amazon.com Inc
+1.07%
+$8,645 
MDY SPDR S&P MidCap 400 ETF Trust
+1.06%
+$2,041.6 
IJH iShares Core S&P Mid-Cap ETF
+1.05%
+$3,433.32 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+1.04%
+$7,053.2 
GOOGL Alphabet Inc
+1.03%
+$5,026 
IMCG iShares Morningstar Mid-Cap Growth ETF
+1.02%
+$70,562.65 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.02%
+$5,349.75 
VGT Vanguard Information Technology ETF
+0.99%
+$3,510.36 
VXF Vanguard Extended Market ETF
+0.98%
+$2,938.07 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.97%
+$8,783.54 
VB Vanguard Small-Cap ETF
+0.94%
+$4,212 
IWF iShares Russell 1000 Growth ETF
+0.94%
+$133,227.37 
QQQM Invesco NASDAQ 100 ETF
+0.93%
+$620,120.77 
QQQ Invesco QQQ Trust, Series 1
+0.91%
+$33,986.25 
IEMG iShares Core MSCI Emerging Markets ETF
+0.9%
+$2,013.06 
VUG Vanguard Growth ETF
+0.9%
+$8,733.15 
AHR American Healthcare REIT, Inc.
+0.85%
+$2,215.79 
O Realty Income Corporation
+0.82%
+$5,994.56 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.81%
+$1,978 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.8%
+$1,853.49 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.78%
+$4,149.75 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.73%
+$55,092.6 
AVUV Avantis U.S. Small Cap Value ETF
+0.67%
+$8,129.62 
DON WisdomTree U.S. MidCap Dividend Fund
+0.65%
+$6,065.85 
FENI Fidelity Enhanced International ETF
+0.63%
+$1,830.25 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.63%
+$1,550.52 
AAPL Apple Inc.
+0.62%
+$62,787.33 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$3,904.73 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
+0.61%
+$45,179.24 
IVV iShares Core S&P 500 ETF
+0.59%
+$10,472.24 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$24,591.73 
VOO Vanguard S&P 500 ETF
+0.58%
+$13,685.87 
NULV Nuveen ESG Large-Cap Value ETF
+0.58%
+$1,446.01 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.57%
+$427,558.15 
MO Altria Group, Inc.
+0.55%
+$1,116.29 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.54%
+$9,898.81 
XLU Utilities Select Sector SPDR Fund
+0.53%
+$5,399.73 
MSFT Microsoft Corp.
+0.52%
+$4,306.27 
VIG Vanguard Dividend Appreciation ETF
+0.51%
+$1,924.44 
VO Vanguard Mid-Cap ETF
+0.48%
+$1,354.7 
EFIV SPDR S&P 500 ESG ETF
+0.43%
+$2,210.24 
XMHQ Invesco S&P MidCap Quality ETF
+0.42%
+$36,301.44 
RECS Columbia Research Enhanced Core ETF
+0.38%
+$3,784.71 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.37%
+$3,783.47 
COST Costco Wholesale Corporation
+0.33%
+$1,027.52 
MA Mastercard Incorporated
+0.31%
+$875.42 
BRK-B Berkshire Hathaway Inc.
+0.3%
+$3,681 
XAR SPDR S&P Aerospace & Defense ETF
+0.3%
+$882.28 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.26%
+$3,428.48 
IDEQ Lazard International Dynamic Equity ETF
+0.26%
+$50,654.07 
RWL Invesco S&P 500 Revenue ETF
+0.25%
+$57,056.68 
FRMI Fermi Inc.
+0.25%
+$513.4 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.24%
+$1,679.48 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
+0.23%
+$636.52 
FVD First Trust Value Line Dividend Index Fund
+0.21%
+$2,260 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.21%
+$1,035.12 
DVY iShares Select Dividend ETF
+0.19%
+$426.3 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.19%
+$533.88 
SDY SPDR S&P Dividend ETF
+0.18%
+$5,050.76 
PNC The PNC Financial Services Group, Inc.
+0.13%
+$3,224.22 
VTV Vanguard Value ETF
+0.12%
+$244.14 
WMT Walmart Inc.
+0.09%
+$211.85 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$162.47 
JAAA Janus Henderson AAA CLO ETF
+0.06%
+$1,311.54 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$149.69 
PAAA PGIM AAA CLO ETF
+0.05%
+$985.33 
HD The Home Depot, Inc.
+0.04%
+$202.4 
XBIL U.S. Treasury 6-Month Bill ETF
+0.03%
+$153.88 
CLIP Global X 1-3 Month T-Bill ETF
+0.03%
+$2,045.33 
PYLD PIMCO Multisector Bond Active ETF
+0.02%
+$958.8 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$201.94 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$383.12 
VUSB Vanguard Ultra-Short Bond ETF
+0.01%
+$37.83 
MU Micron Technology, Inc.
-1.96%
-$3,827 
SIVR abrdn Physical Silver Shares ETF
-1.31%
-$13,591.84 
IBM International Business Machines Corporation
-1.3%
-$2,210.88 
PFE Pfizer Inc.
-1.21%
-$5,013.3 
SLV iShares Silver Trust
-1.15%
-$3,701.88 
GLDM SPDR Gold MiniShares Trust
-0.86%
-$5,978.91 
PSX Phillips 66
-0.83%
-$4,965.4 
BAR GraniteShares Gold Trust
-0.81%
-$4,770.73 
JPM JPMorgan Chase & Co.
-0.58%
-$3,677.06 
CVX Chevron Corporation
-0.45%
-$1,551.02 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
-0.36%
-$2,398.4 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.35%
-$7,006.89 
SPHQ Invesco S&P 500 Quality ETF
-0.32%
-$7,074.81 
MRK Merck & Co., Inc.
-0.21%
-$559.5 
XLF Financial Select Sector SPDR Fund
-0.17%
-$1,021.14 
XOM Exxon Mobil Corporation
-0.14%
-$940.7 
PVAL Putnam Focused Large Cap Value ETF
-0.13%
-$12,017.6 
XLV Health Care Select Sector SPDR Fund
-0.11%
-$390.78 
WFC Wells Fargo & Company
-0.11%
-$521.3 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.06%
-$118.04 
RDVY First Trust Rising Dividend Achievers ETF
-0.04%
-$5,033.94 
NEAR iShares Short Maturity Bond ETF
-0.01%
-$28.3 Events
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Dividends
Dividend Analysis
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| Trades 1376 | Longs Won 1048/1376 76% | Profit Factor 14.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $528,975.11 |
| Average Win $122,500.85 | Best Trade (Oct 06) $8.93M | Sharpe Ratio -9.59 |
| Average Loss -$26,327.02 | Worst Trade (Jun 30) -$1.47M | Z-Score 17.23 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2w 4d | Expectancy $87,024.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,514 | 12,162 | 10,811 | 9,459 | 8,108 | 6,757 | 5,405 | 4,054 | 2,703 | 1,351 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 30,703 | $3.99M | $10.2M | - | $6.22M | 155.89% | +0.619% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 1,993 | $191,905.97 | $234,875.05 | - | $42,969.08 | 22.39% | +0.795% |
| AHR American Healthcare REIT, Inc. | 5,153 | $191,186.4 | $263,421.36 | - | $72,234.96 | 37.78% | +0.848% |
| AMD Advanced Micro Devices, Inc. | 905 | $525,723.52 | $573,751.88 | - | $48,028.36 | 9.14% | +2.964% |
| AMZN Amazon.com Inc | 3,250 | $474,546.86 | $815,392.5 | - | $340,845.64 | 71.83% | +1.072% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 41,217 | $1.97M | $2M | - | $32,842.47 | 1.67% | -0.349% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 2,951 | $205,094.5 | $202,113.99 | - | -$2,980.51 | -1.45% | -0.058% |
| AVGO Broadcom Inc. | 1,068 | $335,060.52 | $376,373.88 | - | $41,313.36 | 12.33% | +2.552% |
| AVUV Avantis U.S. Small Cap Value ETF | 10,162 | $947,225.49 | $1.22M | - | $271,198.31 | 28.63% | +0.672% |
| BAR GraniteShares Gold Trust | 14,241 | $341,230.59 | $580,249.54 | - | $239,018.95 | 70.05% | -0.815% |
| BRK-B Berkshire Hathaway Inc. | 2,454 | $756,543.24 | $1.23M | - | $475,364.76 | 62.83% | +0.3% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 14,969 | $292,820.82 | $292,344.57 | - | -$476.25 | -0.16% | +0.051% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 10,831 | $212,612.53 | $211,962.67 | - | -$649.86 | -0.31% | +0.077% |
| CAT Caterpillar Inc. | 355 | $204,453.57 | $299,194 | - | $94,740.43 | 46.34% | +1.991% |
| CLIP Global X 1-3 Month T-Bill ETF | 73,573 | $7.38M | $7.36M | - | -$21,258.24 | -0.29% | +0.028% |
| COST Costco Wholesale Corporation | 338 | $173,862.75 | $310,277.24 | - | $136,414.49 | 78.46% | +0.332% |
| CSCO Cisco Systems, Inc. | 2,305 | $270,745.3 | $257,007.5 | - | -$13,737.8 | -5.07% | +2.519% |
| CVX Chevron Corporation | 1,650 | $216,698.55 | $340,164 | - | $123,465.45 | 56.98% | -0.454% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 18,677 | $1.37M | $1.83M | - | $460,380.15 | 33.63% | +0.544% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 1,388 | $504,288.16 | $707,644.04 | - | $203,355.88 | 40.33% | +0.238% |
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FAQ
Which stocks have generated the highest profits for Bryson Braden?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P Dividend ETF - $1.98M, Utilities Select Sector SPDR Fund - $1.9M, Invesco NASDAQ 100 ETF - $1.73M, SPDR S&P 600 Small Cap Growth ETF - $1.7M, and Invesco S&P 500 Revenue ETF - $1.56M. 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: SPDR Dow Jones Industrial Average ETF Trust - $929,394.52, iShares Russell 1000 Growth ETF - $600,197.31, Amazon.com Inc - $590,763.87, Intel Corporation - $214,872.31, and SPDR S&P Biotech ETF - $201,725.02. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bryson Braden's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.52M earned over time. The largest contributors to dividend income include SPDR S&P Dividend ETF - $968,851.53, Invesco NASDAQ 100 ETF - $852,492.01, US Treasury 3 Month Bill ETF - $808,412.53, Invesco S&P 500 Revenue ETF - $806,688.09, and Janus Henderson AAA CLO ETF - $789,881.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bryson Braden's monthly returns?
Bryson Braden'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 Bryson Braden's strategy be considered aggressive or moderate?
Bryson Braden's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Bryson Braden's strategy?
Bryson Braden's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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