JW
Jamie Wilson Portfolio
Invests via CAPITAL ADVISORS Inc./OK | Managed by Jamie Wilson
Invests via CAPITAL ADVISORS Inc./OK
Managed by Jamie Wilson
Automatically Tracked
Jamie Wilson Profile
With a career rooted in innovative product development and market strategy, Jamie Wilson is recognized for spearheading transformative initiatives across multiple industries. Bringing extensive experience as a founder of technology startups, Wilson has led teams that focus on driving growth through cutting-edge solutions and customer-centric approaches. His involvement in various entrepreneurial ventures demonstrates his acumen for identifying emerging trends and capitalizing on them effectively. This ability to navigate dynamic markets positions him as an influential figure within the startup ecosystem, where he champions novel ideas aimed at enhancing user experiences and operational efficiencies.
With a career rooted in innovative product development and market strategy, Jamie Wilson is recognized for spearheading transformative initiatives across multiple industries. Bringing extensive experience as a founder of technology startups, Wilson has led teams that focus on driving growth through cutting-edge solutions and customer-centric approaches. His involvement in various entrepreneurial ventures demonstrates his acumen for identifying emerging trends and capitalizing on them effectively. This ability to navigate dynamic markets positions him as an influential figure within the startup ecosystem, where he champions novel ideas aimed at enhancing user experiences and operational efficiencies.
Investment Philosophy & Strategy
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:
89.72%
Gain -0.87%
Monthly
0.06%
Yearly
0.67%
Drawdown
59.58%
$6.75B
Equity
Holdings
$6.75B
Investment
$4.65B
$2.96B
Profit -$7.43M
Realized
$856.76M
Unrealized
$2.1B
Dividends
$917M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.87%
Profit
-$7.43M
Win %
74%
This Week
Compared To Last Week
Gain
-0.11%
Profit
-$7.43M
Win %
74%
This Month
Compared to last month
Gain
0.7%
Profit
$46.63M
Win %
74%
This Year
Compared to last year
Gain
-0.39%
Profit
-$24.36M
Win %
73%
AMODW Insight Acquisition Corp.
+177.86%
+$7,949.75 
VECO Veeco Instruments Inc.
+10.87%
+$16,403.64 
TER Teradyne, Inc.
+8.26%
+$36,281.51 
LWLG Lightwave Logic Inc.
+6.99%
+$3,818.24 
SPCX Space Exploration Technologies Corp. Class A
+6.3%
+$595,512.7 
CSAI Cloudastructure Inc.
+5.97%
+$478.5 
NBIS Nebius Group N.V.
+5.59%
+$11,837.76 
TXN Texas Instruments Inc
+5.4%
+$3.61M 
TSLA Tesla, Inc.
+5.12%
+$2.27M 
FLEX Flex Ltd.
+4.34%
+$19,693.1 
RAL Ralliant Corporation
+4.19%
+$8,127.06 
KLAC KLA Corporation
+4.12%
+$12,224.8 
ADI Analog Devices, Inc.
+3.91%
+$17,745.42 
CXW CoreCivic Inc.
+3.66%
+$56,183.47 
BBAI-WT BigBear.ai Holdings, Inc. WT
+3.66%
+$75 
FCX Freeport-McMoRan Inc.
+3.65%
+$1.57M 
FIX Comfort Systems USA, Inc.
+3.51%
+$18,975.92 
ASML ASML Holding N.V. New York Registry Shares
+3.48%
+$26,602.47 
DAVE Dave Inc. Class A Common Stock
+3.17%
+$6,144.6 
LRCX Lam Research Corporation
+3.16%
+$433,827.08 
AVGO Broadcom Inc.
+3.15%
+$243,902.2 
AAON Aaon Inc.
+3.11%
+$93,091.84 
AMD Advanced Micro Devices, Inc.
+3.07%
+$248,168.05 
RCL Royal Caribbean Group
+3.04%
+$7,939.08 
NXPI NXP Semiconductors N.V.
+2.96%
+$50,204.29 
AMAT Applied Materials, Inc.
+2.81%
+$4.83M 
VRT Vertiv Holdings Co
+2.78%
+$10,150.56 
SMH VanEck Semiconductor ETF
+2.76%
+$10,665.62 
MRVL Marvell Technology, Inc.
+2.74%
+$11,140.17 
OPEN Opendoor Technologies Inc.
+2.71%
+$1,015.69 
QCOM QUALCOMM Incorporated
+2.69%
+$26,518.47 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
+2.66%
+$4,582.33 
JBL Jabil Inc.
+2.63%
+$1.07M 
JBHT J.B. Hunt Transport Services, Inc.
+2.54%
+$5,793.08 
APH Amphenol Corporation
+2.5%
+$18,695.04 
SCCO Southern Copper Corporation
+2.46%
+$904,039.71 
CAT Caterpillar Inc.
+2.29%
+$87,418.74 
CSCO Cisco Systems, Inc.
+2.27%
+$1.21M 
FSLR First Solar, Inc.
+2.24%
+$6,959.58 
INTC Intel Corporation
+2.23%
+$21,919.72 
Q Qnity Electronics Inc.
+2.21%
+$8,821.04 
ORCL Oracle Corporation
+2.21%
+$89,099.74 
PWR Quanta Services Inc.
+2.17%
+$4,376.08 
NSC Norfolk Southern Corporation
+2.13%
+$7,646.1 
GLW Corning Incorporated
+2.11%
+$926,341.23 
GNSS Genasys Inc.
+2.11%
+$915.96 
EMR Emerson Electric Co.
+2.09%
+$292,176.59 
CSX CSX Corporation
+2.05%
+$11,300.51 
ROK Rockwell Automation, Inc.
+2.04%
+$1.35M 
NVDA NVIDIA Corporation
+2.04%
+$7.01M 
CVS CVS Health Corporation
+2.03%
+$26,173.35 
MP MP Materials Corp.
+2.02%
+$5,723.22 
UNP Union Pacific Corporation
+2%
+$10,270.72 
ABNB Airbnb, Inc.
+1.83%
+$635,265.02 
IONQ IonQ, Inc.
+1.81%
+$278,280.21 
CP Canadian Pacific Kansas City Limited
+1.76%
+$5,902.87 
HP Helmerich & Payne Inc.
+1.73%
+$6,369 
DASH DoorDash, Inc.
+1.7%
+$630,535.45 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.69%
+$5,735.52 
SHOP Shopify Inc.
+1.68%
+$38,194.73 
DHR Danaher Corporation
+1.68%
+$819,714.21 
FTV Fortive Corporation
+1.65%
+$7,581.72 
BCPC Balchem Corporation
+1.57%
+$3,849.75 
HCA HCA Healthcare Inc.
+1.42%
+$7,260.07 
PH Parker-Hannifin Corporation
+1.38%
+$6,392.26 
MOG-A Moog Inc.
+1.36%
+$422,401.21 
LUV Southwest Airlines Co.
+1.34%
+$5,460.56 
PANW Palo Alto Networks, Inc.
+1.33%
+$1.57M 
IJR iShares Core S&P Small-Cap ETF
+1.33%
+$429,791.18 
ECL Ecolab Inc.
+1.32%
+$631,989.02 
GOOG Alphabet Inc
+1.32%
+$2.46M 
IYW iShares U.S. Technology ETF
+1.31%
+$2,804 
THG Hanover Insurance Group, Inc.
+1.3%
+$2,807.36 
RYT Invesco S&P 500 Equal Weight ETF
+1.3%
+$8,533.36 
GOOGL Alphabet Inc
+1.3%
+$152,864.54 
PICK iShares MSCI Global Metals & Mining Producers ETF
+1.28%
+$4,040.16 
DE Deere & Company
+1.26%
+$4,751.72 
FTEC Fidelity MSCI Information Technology Index ETF
+1.26%
+$6,016.93 
FITB Fifth Third Bancorp
+1.25%
+$29,543.85 
ORI Old Republic International Corp.
+1.24%
+$4,205.93 
ETN Eaton Corporation plc
+1.24%
+$14,401.42 
IWP iShares Russell Mid-Cap Growth ETF
+1.24%
+$4,402.2 
AM Antero Midstream Corporation
+1.23%
+$4,880.25 
VGT Vanguard Information Technology ETF
+1.23%
+$79,296.26 
MDY SPDR S&P MidCap 400 ETF Trust
+1.22%
+$5,545.96 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.22%
+$9,278.67 
XLK State Street Technology Select Sector SPDR ETF
+1.21%
+$52,118.4 
IJH iShares Core S&P Mid-Cap ETF
+1.21%
+$59,518.8 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+1.19%
+$198,592.61 
FNDA Schwab Fundamental U.S. Small Company ETF
+1.16%
+$2,923.3 
VCR Vanguard Consumer Discretionary ETF
+1.16%
+$10,976.85 
IWF iShares Russell 1000 Growth ETF
+1.13%
+$13,864.88 
IEMG iShares Core MSCI Emerging Markets ETF
+1.13%
+$3,145.77 
QQQ Invesco QQQ Trust, Series 1
+1.12%
+$136,989.15 
SYK Stryker Corporation
+1.1%
+$618,839.85 
VUG Vanguard Growth ETF
+1.1%
+$12,904.16 
IJS iShares S&P Small-Cap 600 Value ETF
+1.1%
+$2,840 
IMTM iShares MSCI International Momentum Factor ETF
+1.09%
+$8,190.9 
NEE NextEra Energy, Inc.
+1.07%
+$7,850.68 
DD DuPont de Nemours, Inc.
+1.07%
+$3,340.98 
MDT Medtronic plc
+1.06%
+$680,510.2 
VB Vanguard Small-Cap ETF
+1.06%
+$151,270.85 
SCHA Schwab U.S. Small-Cap ETF
+1.05%
+$3,309.24 
BOKF BOK Financial Corporation
+1.05%
+$3,262.26 
HWM Howmet Aerospace Inc.
+1.03%
+$3,186.86 
BKR Baker Hughes Company
+1.02%
+$2,810.1 
ASTS AST SpaceMobile, Inc.
+1.02%
+$6,183.37 
SCHF Schwab International Equity ETF
+1.01%
+$494,716.2 
IWM iShares Russell 2000 ETF
+1.01%
+$17,186.03 
EEM iShares MSCI Emerging Markets ETF
+1%
+$9,476.48 
VIS Vanguard Industrials ETF
+1%
+$15,202.08 
PB Prosperity Bancshares Inc.
+0.99%
+$3,327.06 
KMI Kinder Morgan, Inc.
+0.98%
+$4,941 
CRWD CrowdStrike Holdings, Inc.
+0.98%
+$38,722.02 
ET Energy Transfer L.P.
+0.97%
+$16,395.99 
AEP American Electric Power Company, Inc.
+0.97%
+$10,214.96 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.96%
+$91,044.72 
AMZN Amazon.com Inc
+0.94%
+$1.88M 
PNW Pinnacle West Capital Corporation
+0.94%
+$1,754.19 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.94%
+$305,715.96 
BX Blackstone Inc.
+0.93%
+$351,010.4 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.92%
+$6,203.1 
XLI Industrial Select Sector SPDR Fund
+0.91%
+$3,503.5 
DIS The Walt Disney Company
+0.9%
+$8,769.36 
OGS One Gas Inc.
+0.89%
+$4,006.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.89%
+$13,565.76 
WMB The Williams Companies, Inc.
+0.88%
+$1.22M 
CWB SPDR Bloomberg Convertible Securities ETF
+0.88%
+$6,797.17 
WAB Wabtec Corporation
+0.86%
+$4,641.36 
MS Morgan Stanley
+0.86%
+$807,063.56 
EPD Enterprise Products Partners L.P.
+0.84%
+$42,774.6 
EFA iShares MSCI EAFE ETF
+0.83%
+$1,780.11 
IEV iShares Europe ETF
+0.83%
+$2,900 
GIS General Mills, Inc.
+0.81%
+$144,405.48 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.8%
+$22,021.42 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.79%
+$7,133.28 
IEFA iShares Core MSCI EAFE ETF
+0.79%
+$2,117.02 
HBAN Huntington Bancshares Incorporated
+0.76%
+$4,695.22 
IVV iShares Core S&P 500 ETF
+0.75%
+$25,321.67 
WPM Wheaton Precious Metals Corp.
+0.74%
+$5,399.46 
BN Brookfield Corporation
+0.74%
+$272,754.81 
HAL Halliburton Company
+0.74%
+$1,503.3 
ANET Arista Networks, Inc.
+0.74%
+$6,095.25 
ACWI iShares MSCI ACWI ETF
+0.73%
+$929,997.36 
IBIT iShares Bitcoin Trust
+0.73%
+$5,165.3 
IWB iShares Russell 1000 ETF
+0.72%
+$3,092.48 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.72%
+$4,779.2 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.7%
+$2,055.24 
WES Western Midstream Partners, LP
+0.7%
+$1,736 
SCHX Schwab U.S. Large-Cap ETF
+0.7%
+$24,963.33 
EW Edwards Lifesciences Corporation
+0.69%
+$3,753.58 
SPY SPDR S&P 500 ETF Trust
+0.68%
+$485,574.8 
SCHB Schwab U.S. Broad Market ETF
+0.68%
+$16,126 
CBSH Commerce Bancshares, Inc.
+0.67%
+$1,872.75 
YUM Yum! Brands, Inc.
+0.67%
+$17,561.18 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.66%
+$3,425.76 
RIO Rio Tinto Plc Sponsored ADR
+0.66%
+$318,656.1 
ARLP Alliance Resource Partners, L.P.
+0.66%
+$15,700.16 
AAPL Apple Inc.
+0.65%
+$1.91M 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.65%
+$2,325.22 
VYM Vanguard High Dividend Yield ETF
+0.64%
+$14,466 
VWO Vanguard FTSE Emerging Markets ETF
+0.64%
+$388,687.06 
VOO Vanguard S&P 500 ETF
+0.64%
+$23,691.14 
HUM Humana Inc.
+0.64%
+$2,100.05 
C Citigroup Inc.
+0.64%
+$4,207.95 
IDXX IDEXX Laboratories, Inc.
+0.63%
+$1,628.25 
GPIX S&P 500 Core Premium Income Fund
+0.6%
+$530,828.94 
UNH UnitedHealth Group Incorporated
+0.6%
+$19,164.6 
SPEM SPDR Portfolio Emerging Markets ETF
+0.59%
+$117,803.51 
O Realty Income Corporation
+0.59%
+$315,190.89 
IWS iShares Russell Mid-Cap Value ETF
+0.59%
+$1,329.05 
VIG Vanguard Dividend Appreciation ETF
+0.58%
+$12,271.28 
GS The Goldman Sachs Group, Inc.
+0.58%
+$4,076.68 
VO Vanguard Mid-Cap ETF
+0.56%
+$1,195.48 
SRE Sempra
+0.55%
+$2,037.33 
DFUV Dimensional US Marketwide Value ETF
+0.54%
+$3,725.26 
HD The Home Depot, Inc.
+0.5%
+$167,437.5 
AFRM Affirm Holdings, Inc.
+0.48%
+$1,528.98 
META Meta Platforms Inc Class A
+0.48%
+$66,859.92 
SCHV Schwab U.S. Large-Cap Value ETF
+0.48%
+$960 
SPG Simon Property Group, Inc.
+0.47%
+$385,864.22 
IBOC International Bancshares Corporation
+0.46%
+$2,237.44 
PRF Invesco FTSE RAFI US 1000 ETF
+0.46%
+$1,066.25 
BCE BCE Inc.
+0.45%
+$1,382.49 
IVLU iShares MSCI International Value Factor ETF
+0.45%
+$145,994.48 
IGPT Invesco AI and Next Gen Software ETF
+0.45%
+$1,104 
IVE ISHARES S&P 500 VALUE ETF
+0.44%
+$2,698 
RWR SPDR Dow Jones REIT ETF
+0.43%
+$42,293.25 
RSP Invesco S&P 500 Equal Weight ETF
+0.43%
+$2,691.9 
DVN Devon Energy Corporation
+0.42%
+$6,197.4 
L Loews Corporation
+0.42%
+$2,676.23 
IWD iShares Russell 1000 Value ETF
+0.41%
+$1,047.55 
SO The Southern Company
+0.4%
+$381,573.04 
TCBI Texas Capital Bancshares Inc.
+0.39%
+$740.95 
SHEL Shell plc
+0.38%
+$2,263.36 
AMRZ Amrize Ltd.
+0.38%
+$662.2 
BP BP p.l.c. Sponsored ADR
+0.37%
+$2,706.66 
MDLZ Mondelez International, Inc.
+0.36%
+$820.89 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.35%
+$1,057 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.35%
+$2,414.5 
AMLP Alerian MLP ETF
+0.34%
+$1,361.34 
ABBV AbbVie Inc.
+0.34%
+$389,006.7 
MO Altria Group, Inc.
+0.31%
+$3,940.23 
VLTO Veralto Corporation
+0.31%
+$147,566.08 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.31%
+$264,509.83 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.31%
+$1,488.36 
MSFT Microsoft Corp.
+0.3%
+$762,398.89 
SPLV Invesco S&P 500 Low Volatility ETF
+0.3%
+$2,125.62 
HONA Honeywell Aerospace Inc.
+0.29%
+$91,417.05 
TMO Thermo Fisher Scientific Inc.
+0.28%
+$1,754.47 
COF Capital One Financial Corporation
+0.28%
+$747.36 
DVY iShares Select Dividend ETF
+0.28%
+$1,103.34 
BLK BlackRock, Inc.
+0.27%
+$1,673.32 
MUB iShares National Muni Bond ETF
+0.27%
+$698.5 
DUK Duke Energy Corporation
+0.26%
+$1,931.4 
SHW The Sherwin-Williams Company
+0.26%
+$1,018.08 
RTX RTX Corporation
+0.23%
+$8,650.99 
APO Apollo Global Management, Inc.
+0.22%
+$1,303 
JEPI JPMorgan Equity Premium Income Fund
+0.21%
+$1,366.2 
ABT Abbott Laboratories
+0.21%
+$6,687.92 
SNPS Synopsys, Inc.
+0.21%
+$499.2 
MA Mastercard Incorporated
+0.21%
+$2,463.54 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.2%
+$410.87 
SMA SmartStop Self Storage REIT Inc.
+0.2%
+$589.94 
MARA MARA Holdings Inc
+0.18%
+$850.84 
ETR Entergy Corporation
+0.17%
+$384.37 
GEV GE Vernova Inc.
+0.17%
+$141,101.46 
VTV Vanguard Value ETF
+0.16%
+$1,341.64 
SCHD Schwab U.S. Dividend Equity ETF
+0.15%
+$2,477.15 
NET Cloudflare Inc.
+0.15%
+$851.71 
SDY SPDR S&P Dividend ETF
+0.14%
+$1,938.67 
DAL Delta Air Lines, Inc.
+0.13%
+$349.14 
BRK-B Berkshire Hathaway Inc.
+0.13%
+$76,164.05 
UPS United Parcel Service, Inc.
+0.13%
+$540.6 
BA Boeing Company
+0.13%
+$70,670.99 
AXP American Express Company
+0.12%
+$440.91 
PG Procter & Gamble Co
+0.11%
+$51,226.88 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+0.1%
+$344.86 
SBUX Starbucks Corporation
+0.09%
+$619.44 
HSY The Hershey Company
+0.09%
+$163.94 
MCD McDonald's Corporation
+0.09%
+$1,393.2 
RY Royal Bank of Canada
+0.07%
+$143.99 
MPC Marathon Petroleum Corporation
+0.07%
+$1,697.16 
IXC iShares Global Energy ETF
+0.07%
+$220 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$189.78 
BRK-A Berkshire Hathaway Inc.
+0.06%
+$3,633.5 
WFC Wells Fargo & Company
+0.06%
+$340.11 
WY Weyerhaeuser Company
+0.05%
+$165.25 
MMM 3M Company
+0.05%
+$1,156.08 
WEC WEC Energy Group Inc.
+0.05%
+$247.3 
VLUE iShares MSCI USA Value Factor ETF
+0.04%
+$121.95 
MELI MercadoLibre, Inc.
+0.03%
+$13,492.44 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$87.05 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$76.5 
WM Waste Management, Inc.
+0.01%
+$1,965.48 
BANF BancFirst Corporation
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
MPU Mega Matrix Inc.
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BAM
BAM
0%
$0 
STX Seagate Technology Holdings plc
-12.04%
-$207,548.55 
WDC Western Digital Corporation
-11.79%
-$45,310.28 
BBAI BigBear.ai Holdings Inc.
-5.11%
-$2,041.76 
ACN Accenture plc Class A
-4.69%
-$17,293.1 
RR Richtech Robotics Inc.
-4%
-$1,147.86 
APP AppLovin Corporation Class A Common Stock
-3.87%
-$26,353.8 
KYTX Kyverna Therapeutics, Inc.
-3.3%
-$2,150 
CTVA Corteva Inc.
-2.82%
-$1,217.3 
YUMC Yum China Holdings Inc.
-2.76%
-$21,049.64 
SNDK SanDisk Corporation
-2.71%
-$5,513.04 
AJG Arthur J. Gallagher & Co.
-1.89%
-$4,460.25 
SCHW Charles Schwab Corporation
-1.89%
-$56,967.05 
PPLT abrdn Physical Platinum Shares ETF
-1.8%
-$13,440 
SLV iShares Silver Trust
-1.8%
-$36,987.39 
PFE Pfizer Inc.
-1.76%
-$876,526.69 
CRSP Crispr Therapeutics AG
-1.75%
-$4,840.3 
GILD Gilead Sciences Inc.
-1.74%
-$9,244.16 
ARCC Ares Capital Corporation
-1.72%
-$519,819.63 
ADP Automatic Data Processing Inc.
-1.68%
-$23,678.51 
ACGL Arch Capital Group Ltd
-1.68%
-$6,040.34 
MU Micron Technology, Inc.
-1.46%
-$15,119.11 
IBM International Business Machines Corporation
-1.41%
-$1.16M 
CAH Cardinal Health Inc.
-1.39%
-$4,988.79 
PAYX Paychex Inc.
-1.31%
-$400,542.2 
NFLX Netflix, Inc.
-1.29%
-$65,305.62 
BMY Bristol-Myers Squibb Company
-1.27%
-$19,219.98 
MCK McKesson Corporation
-1.19%
-$10,479.61 
SPGI S&P Global Inc.
-1.17%
-$6,950.74 
QNT Quantinuum Inc.
-1.17%
-$76,356.13 
TM Toyota Motor Corporation
-1.17%
-$2,854.76 
MSCI MSCI Inc.
-1.16%
-$2,377.5 
VLO Valero Energy Corporation
-1.16%
-$42,333.59 
GLD SPDR Gold Shares
-1.15%
-$19,316.04 
IAU iShares Gold Trust
-1.1%
-$89,927.62 
ICE Intercontinental Exchange, Inc.
-1.05%
-$3,743.47 
GD General Dynamics Corporation
-1.02%
-$15,427.89 
AMGN Amgen Inc.
-0.92%
-$8,451.74 
MRSH Marsh & McLennan Companies, Inc.
-0.9%
-$4,174.15 
CRM Salesforce Inc
-0.88%
-$9,035.52 
RKT Rocket Companies, Inc. Class A
-0.79%
-$3,794.3 
CEG Constellation Energy Corporation
-0.79%
-$289,707.94 
KO The Coca-Cola Company
-0.78%
-$615,359.7 
CMCSA Comcast Corp
-0.78%
-$1,465.91 
CTM Castellum Inc.
-0.78%
-$107.8 
ISRG Intuitive Surgical, Inc.
-0.76%
-$378,891.11 
LLY Eli Lilly and Company
-0.73%
-$52,873.67 
JNJ Johnson & Johnson
-0.69%
-$40,287.53 
WSO Watsco Inc.
-0.65%
-$138,975.05 
JKHY Jack Henry & Associates, Inc.
-0.63%
-$1,431.9 
NOC Northrop Grumman Corporation
-0.61%
-$3,063.08 
DECK Deckers Outdoor Corporation
-0.6%
-$2,275.2 
PM Philip Morris International Inc.
-0.59%
-$7,673.36 
PRU Prudential Financial, Inc.
-0.54%
-$184,061.51 
NVS Novartis AG Sponsored ADR
-0.54%
-$1,494.05 
TGT Target Corporation
-0.54%
-$2,395.3 
JPM JPMorgan Chase & Co.
-0.51%
-$955,052.8 
CL Colgate-Palmolive Company
-0.47%
-$4,039.2 
UBER Uber Technologies, Inc.
-0.47%
-$178,907.84 
OXY Occidental Petroleum Corporation
-0.47%
-$2,133.81 
SE Sea Ltd.
-0.39%
-$109,548.86 
MSI Motorola Solutions, Inc.
-0.38%
-$3,067.95 
CMG Chipotle Mexican Grill, Inc.
-0.37%
-$1,203.6 
CBRS Cerebras Systems Inc.
-0.37%
-$2,213.4 
AFL Aflac Inc.
-0.35%
-$1,056.44 
LOW Lowe's Companies Inc.
-0.34%
-$2,786.49 
OKE ONEOK, Inc.
-0.32%
-$31,076.36 
LMT Lockheed Martin Corporation
-0.32%
-$130,883.04 
OGE Oge Energy Corp.
-0.31%
-$1,536.92 
FANG Diamondback Energy Inc
-0.3%
-$1,089.87 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-0.28%
-$500.7 
PLTR Palantir Technologies Inc.
-0.28%
-$14,294.48 
CVX Chevron Corporation
-0.28%
-$355,978.66 
CCJ Cameco Corporation
-0.27%
-$121,299.01 
COP ConocoPhillips
-0.25%
-$9,728 
BAC Bank of America Corporation
-0.25%
-$5,061.28 
T AT&T Inc.
-0.23%
-$1,594.23 
MRK Merck & Co., Inc.
-0.22%
-$3,044.51 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.2%
-$89,006.48 
ALL Allstate Corporation
-0.2%
-$803.88 
PEP PepsiCo, Inc.
-0.19%
-$533,374.08 
XLF Financial Select Sector SPDR Fund
-0.17%
-$753.39 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.15%
-$98,799.19 
V Visa Inc. Class A
-0.13%
-$70,054.1 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.12%
-$84,155.2 
COST Costco Wholesale Corporation
-0.12%
-$5,225.34 
MPLX MPLX LP
-0.12%
-$707.46 
WMT Walmart Inc.
-0.12%
-$8,135.52 
VZ Verizon Communications Inc.
-0.11%
-$101,774.6 
NVO Novo Nordisk A/S Sponsored ADR
-0.11%
-$1,020.64 
GDX VanEck Gold Miners ETF
-0.1%
-$385.56 
UL Unilever PLC Sponsored American Depositary Receipt
-0.1%
-$37,741.5 
ORLY O'Reilly Automotive Inc.
-0.1%
-$816.51 
EQT EQT Corporation
-0.09%
-$311.89 
BSV Vanguard Short-Term Bond ETF
-0.09%
-$294.71 
SUN Sunoco L.P.
-0.08%
-$243.78 
XOM Exxon Mobil Corporation
-0.08%
-$96,967.96 
SYY Sysco Corporation
-0.08%
-$144 
XLP Consumer Staples Select Sector SPDR Fund
-0.07%
-$293.04 
XLE Energy Select Sector SPDR Fund
-0.07%
-$1,205.64 
VHT Vanguard Health Care ETF
-0.07%
-$382.83 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.07%
-$11,926.67 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.05%
-$27,378.56 
DDS Dillard's Inc.
-0.05%
-$336.68 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$19,803.61 
ETHW Bitwise Ethereum ETF
-0.03%
-$51.87 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.02%
-$16,266.51 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.02%
-$25,701.19 
GE General Electric Company
-0.02%
-$387.99 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.02%
-$9,505.5 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$17,861.26 
PSX Phillips 66
-0.01%
-$645.36 Events
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Dividends
Dividend Analysis
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| Trades 11863 | Longs Won 7202/11863 60% | Profit Factor 3.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.69M |
| Average Win $596,535.89 | Best Trade (Oct 06) $130.86M | Sharpe Ratio -0.9 |
| Average Loss -$284,333.37 | Worst Trade (Dec 31) -$96.7M | Z-Score -13.43 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3w 4d | Expectancy $249,320.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAON Aaon Inc. | 36,364 | $1.51M | $3.09M | - | $1.58M | 104.72% | +3.111% |
| AAPL Apple Inc. | 882,325 | $101.06M | $293.36M | - | $192.3M | 190.29% | +0.654% |
| ABBV AbbVie Inc. | 447,129 | $60.42M | $116.61M | - | $56.19M | 93% | +0.335% |
| ABNB Airbnb, Inc. | 216,814 | $28.11M | $35.43M | - | $7.32M | 26.05% | +1.826% |
| ABT Abbott Laboratories | 32,624 | $2.95M | $3.16M | - | $207,476.04 | 7.02% | +0.212% |
| ACGL Arch Capital Group Ltd | 3,823 | $333,420.99 | $354,315.64 | - | $20,894.65 | 6.27% | -1.676% |
| ACN Accenture plc Class A | 1,738 | $344,627.61 | $351,684.3 | - | $7,056.69 | 2.05% | -4.687% |
| ACWI iShares MSCI ACWI ETF | 798,281 | $92.51M | $127.65M | - | $35.14M | 37.98% | +0.734% |
| ADI Analog Devices, Inc. | 1,121 | $356,728.44 | $471,302.03 | - | $114,573.59 | 32.12% | +3.913% |
| ADP Automatic Data Processing Inc. | 5,327 | $930,285.41 | $1.38M | - | $452,150.99 | 48.6% | -1.684% |
| AEP American Electric Power Company, Inc. | 8,806 | $818,297.86 | $1.06M | - | $246,435.6 | 30.12% | +0.969% |
| AFL Aflac Inc. | 2,744 | $305,034.28 | $304,021.48 | - | -$1,012.8 | -0.33% | -0.346% |
| AFRM Affirm Holdings, Inc. | 4,497 | $206,052.1 | $318,252.69 | - | $112,200.59 | 54.45% | +0.483% |
| AJG Arthur J. Gallagher & Co. | 1,016 | $231,272.35 | $231,068.88 | - | -$203.47 | -0.09% | -1.894% |
| ALL Allstate Corporation | 1,827 | $242,992.41 | $409,193.19 | - | $166,200.78 | 68.4% | -0.196% |
| AM Antero Midstream Corporation | 19,521 | $226,738.71 | $400,375.71 | - | $173,637 | 76.58% | +1.234% |
| AMAT Applied Materials, Inc. | 324,097 | $47.78M | $176.37M | - | $128.59M | 269.12% | +2.815% |
| AMD Advanced Micro Devices, Inc. | 13,141 | $2M | $8.34M | - | $6.34M | 317.09% | +3.067% |
| AMGN Amgen Inc. | 2,255 | $542,538.54 | $909,942.11 | - | $367,403.57 | 67.72% | -0.92% |
| AMLP Alerian MLP ETF | 7,563 | $364,153.47 | $396,603.72 | - | $32,450.25 | 8.91% | +0.344% |
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FAQ
Which stocks have generated the highest profits for Jamie Wilson?
The largest contributions to the portfolio's profits come from the following stocks: Aaon Inc - $130.58M, Broadcom Inc - $92.28M, Applied Materials, Inc - $77.72M, PepsiCo, Inc - $76.87M, and Cisco Systems, Inc - $58.49M. 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: TDCP - $80.22M, Exxon Mobil Corporation - $38.95M, GGLR - $23.23M, HGSI - $21.8M, and Accenture plc Class A - $20.58M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jamie Wilson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $917M earned over time. The largest contributors to dividend income include PepsiCo, Inc - $68.31M, Exxon Mobil Corporation - $31.81M, The Williams Companies, Inc - $27.14M, SPDR DoubleLine Total Return Tactical ETF - $25.09M, and Annaly Capital Management, Inc - $22.35M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jamie Wilson's monthly returns?
Jamie Wilson's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Jamie Wilson's strategy be considered aggressive or moderate?
Jamie Wilson's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Jamie Wilson's strategy?
Jamie Wilson'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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