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:
87.41%
Gain +1.7%
Monthly
0.07%
Yearly
0.85%
Drawdown
59.58%
$6.89B
Equity
Holdings
$6.89B
Investment
$4.65B
$3.11B
Profit +$45.68M
Realized
$856.76M
Unrealized
$2.25B
Dividends
$896.91M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.7%
Profit
$45.68M
Win %
81%
This Week
Compared To Last Week
Gain
0.92%
Profit
$62.73M
Win %
81%
This Month
Compared to last month
Gain
2.7%
Profit
$181.27M
Win %
81%
This Year
Compared to last year
Gain
1.8%
Profit
$123.94M
Win %
80%
AMZN Amazon.com Inc
+15.32%
+$28.93M 
ETN Eaton Corporation plc
+7.32%
+$75,361.22 
LWLG Lightwave Logic Inc.
+6.95%
+$4,220.16 
GOOG Alphabet Inc
+6.88%
+$12.79M 
GOOGL Alphabet Inc
+6.73%
+$782,427.87 
WY Weyerhaeuser Company
+6.51%
+$25,283.27 
VRT Vertiv Holdings Co
+6.18%
+$20,879.89 
ANET Arista Networks, Inc.
+5.46%
+$37,786.52 
APO Apollo Global Management, Inc.
+4.44%
+$27,832.08 
SNPS Synopsys, Inc.
+4.41%
+$7,886.41 
YUMC Yum China Holdings Inc.
+3.68%
+$31,853.88 
VECO Veeco Instruments Inc.
+3.37%
+$4,625.94 
META Meta Platforms Inc Class A
+3.28%
+$339,190.63 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$83,675.04 
MSFT Microsoft Corp.
+3.02%
+$6.74M 
BCPC Balchem Corporation
+2.97%
+$7,245 
NVDA NVIDIA Corporation
+2.93%
+$8.52M 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$26,780.35 
FSLR First Solar, Inc.
+2.44%
+$9,051.07 
HP Helmerich & Payne Inc.
+2.37%
+$7,720 
CVX Chevron Corporation
+2.35%
+$2.82M 
MRVL Marvell Technology, Inc.
+2.32%
+$6,458.16 
ORLY O'Reilly Automotive Inc.
+2.28%
+$19,115.94 
BP BP p.l.c. Sponsored ADR
+2.26%
+$16,404 
GLW Corning Incorporated
+2.24%
+$827,968.71 
WDC Western Digital Corporation
+2.21%
+$9,805.84 
DVN Devon Energy Corporation
+2.17%
+$29,747.52 
CSCO Cisco Systems, Inc.
+2.14%
+$1.19M 
JBL Jabil Inc.
+2.12%
+$886,042.37 
OXY Occidental Petroleum Corporation
+2%
+$8,851.36 
OKE ONEOK, Inc.
+1.95%
+$193,117.38 
AM Antero Midstream Corporation
+1.95%
+$8,198.82 
HAL Halliburton Company
+1.93%
+$3,902.17 
ROK Rockwell Automation, Inc.
+1.93%
+$1.36M 
PANW Palo Alto Networks, Inc.
+1.89%
+$1.83M 
FIX Comfort Systems USA, Inc.
+1.88%
+$10,223.84 
IONQ IonQ, Inc.
+1.87%
+$234,525.46 
CRM Salesforce Inc
+1.83%
+$14,378.61 
ORCL Oracle Corporation
+1.81%
+$67,592.91 
HWM Howmet Aerospace Inc.
+1.8%
+$6,767.83 
HCA HCA Healthcare Inc.
+1.72%
+$8,214.39 
AAON Aaon Inc.
+1.68%
+$53,455.01 
FLEX Flex Ltd.
+1.64%
+$7,394.96 
KMI Kinder Morgan, Inc.
+1.64%
+$8,564.4 
SHEL Shell plc
+1.62%
+$9,115.47 
ACN Accenture plc Class A
+1.61%
+$4,570.96 
FANG Diamondback Energy Inc
+1.59%
+$6,134.22 
VZ Verizon Communications Inc.
+1.52%
+$1.42M 
LMT Lockheed Martin Corporation
+1.5%
+$697,234.96 
MPLX MPLX LP
+1.46%
+$9,142.56 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+1.45%
+$4,681.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$127,595.52 
NOC Northrop Grumman Corporation
+1.43%
+$8,003.87 
PH Parker-Hannifin Corporation
+1.43%
+$6,581.48 
PWR Quanta Services Inc.
+1.43%
+$2,851.52 
GE General Electric Company
+1.42%
+$30,029.09 
KLAC KLA Corporation
+1.38%
+$3,685.21 
CAH Cardinal Health Inc.
+1.3%
+$4,614.63 
FTV Fortive Corporation
+1.25%
+$6,015.93 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$8,812.94 
CMCSA Comcast Corp
+1.23%
+$2,500.67 
COP ConocoPhillips
+1.22%
+$44,080.03 
WFC Wells Fargo & Company
+1.19%
+$7,709.16 
BN Brookfield Corporation
+1.19%
+$505,102.51 
HONA Honeywell Aerospace Inc.
+1.18%
+$491,620.58 
AMAT Applied Materials, Inc.
+1.18%
+$1.91M 
MSI Motorola Solutions, Inc.
+1.14%
+$8,923.28 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$16,109.34 
THG Hanover Insurance Group, Inc.
+1.1%
+$2,519.68 
VUG Vanguard Growth ETF
+1.1%
+$12,061.17 
EQT EQT Corporation
+1.1%
+$4,019.98 
NBIS Nebius Group N.V.
+1.05%
+$1,805.77 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$3,209.16 
XLE Energy Select Sector SPDR Fund
+1%
+$15,807.28 
BKR Baker Hughes Company
+0.98%
+$2,908.7 
ADP Automatic Data Processing Inc.
+0.98%
+$13,796.88 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$572,800.48 
SUN Sunoco L.P.
+0.95%
+$2,831.04 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$2,550.17 
ASTS AST SpaceMobile, Inc.
+0.92%
+$5,756.94 
UNP Union Pacific Corporation
+0.92%
+$5,040.98 
AMLP Alerian MLP ETF
+0.89%
+$3,705.87 
WMB The Williams Companies, Inc.
+0.89%
+$1.26M 
SCHW Charles Schwab Corporation
+0.87%
+$27,946.1 
IBM International Business Machines Corporation
+0.86%
+$694,254.81 
GEV GE Vernova Inc.
+0.85%
+$714,975.78 
CTM Castellum Inc.
+0.84%
+$132 
CP Canadian Pacific Kansas City Limited
+0.83%
+$2,901.75 
MCD McDonald's Corporation
+0.82%
+$15,325.27 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$3,298.75 
EMR Emerson Electric Co.
+0.79%
+$104,003.72 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$7,071.94 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$150,633.99 
TSLA Tesla, Inc.
+0.76%
+$295,887.21 
MPC Marathon Petroleum Corporation
+0.76%
+$13,520.3 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$8,689.96 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,925.27 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$497,215.44 
VIS Vanguard Industrials ETF
+0.72%
+$11,542.27 
VOO Vanguard S&P 500 ETF
+0.71%
+$25,529.79 
CAT Caterpillar Inc.
+0.7%
+$26,184.01 
BMY Bristol-Myers Squibb Company
+0.69%
+$11,088.45 
IVV iShares Core S&P 500 ETF
+0.69%
+$22,645.76 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$3,411.15 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$2,365.31 
PLTR Palantir Technologies Inc.
+0.65%
+$21,375.15 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$73,149 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$22,585.87 
IWB iShares Russell 1000 ETF
+0.64%
+$2,641.93 
IXC iShares Global Energy ETF
+0.63%
+$1,925 
SYY Sysco Corporation
+0.63%
+$1,272 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$538,750.18 
TER Teradyne, Inc.
+0.6%
+$2,325.41 
ET Energy Transfer L.P.
+0.59%
+$10,089.84 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$13,707.1 
IGPT Invesco AI and Next Gen Software ETF
+0.59%
+$1,224 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$5,187.89 
BANF BancFirst Corporation
+0.59%
+$1,815.66 
MO Altria Group, Inc.
+0.57%
+$7,317.57 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$459,411.81 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$3,296.96 
APH Amphenol Corporation
+0.55%
+$1,921.9 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$2,663.88 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$14,288.1 
STX Seagate Technology Holdings plc
+0.52%
+$8,112.37 
PSX Phillips 66
+0.51%
+$17,420.08 
Q Qnity Electronics Inc.
+0.51%
+$2,049.93 
ACWI iShares MSCI ACWI ETF
+0.49%
+$614,668.39 
SE Sea Ltd.
+0.47%
+$148,039 
NSC Norfolk Southern Corporation
+0.46%
+$1,790.27 
IYW iShares U.S. Technology ETF
+0.46%
+$863.99 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,134.42 
PAYX Paychex Inc.
+0.44%
+$154,170.96 
CSX CSX Corporation
+0.42%
+$2,484.93 
PFE Pfizer Inc.
+0.4%
+$177,076.1 
RTX RTX Corporation
+0.39%
+$17,098.2 
VLO Valero Energy Corporation
+0.38%
+$10,673.11 
AVGO Broadcom Inc.
+0.37%
+$32,430.24 
PG Procter & Gamble Co
+0.37%
+$169,689.04 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$216,282.66 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$2,389.6 
BAC Bank of America Corporation
+0.36%
+$8,248.02 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$2,752.2 
CXW CoreCivic Inc.
+0.34%
+$4,721.3 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$2,163.15 
GD General Dynamics Corporation
+0.32%
+$5,552.22 
MRK Merck & Co., Inc.
+0.32%
+$4,026.71 
SMH VanEck Semiconductor ETF
+0.3%
+$1,018.76 
JPM JPMorgan Chase & Co.
+0.27%
+$531,212.8 
IBOC International Bancshares Corporation
+0.26%
+$1,398.4 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$1,515.36 
SO The Southern Company
+0.21%
+$227,804.8 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$12,879.92 
JNJ Johnson & Johnson
+0.21%
+$11,928.71 
ADI Analog Devices, Inc.
+0.2%
+$829.53 
OGE Oge Energy Corp.
+0.19%
+$988.02 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$426.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$2,972.58 
T AT&T Inc.
+0.17%
+$1,159.44 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.17%
+$30,204.2 
MS Morgan Stanley
+0.17%
+$180,461.8 
BOKF BOK Financial Corporation
+0.16%
+$540.72 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$878 
MMM 3M Company
+0.12%
+$3,034.61 
TCBI Texas Capital Bancshares Inc.
+0.11%
+$223.3 
ISRG Intuitive Surgical, Inc.
+0.1%
+$44,720.48 
C Citigroup Inc.
+0.1%
+$675.3 
WM Waste Management, Inc.
+0.1%
+$43,197.44 
AFL Aflac Inc.
+0.09%
+$329.28 
WMT Walmart Inc.
+0.09%
+$6,779.74 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$240.02 
ABT Abbott Laboratories
+0.09%
+$2,936.16 
PB Prosperity Bancshares Inc.
+0.07%
+$252.05 
AEP American Electric Power Company, Inc.
+0.06%
+$616.42 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$135.28 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$126.52 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$114.75 
DIS The Walt Disney Company
+0.03%
+$287.52 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$69.64 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$60.4 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
MPU Mega Matrix Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BAM
0%
$0 
BBAI-WT BigBear.ai Holdings, Inc. WT
-26.07%
-$1,172.5 
CSAI Cloudastructure Inc.
-22.67%
-$184.8 
AMODW Insight Acquisition Corp.
-13.82%
-$1,213.21 
CTVA Corteva Inc.
-11.9%
-$36,450.27 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$115,587.43 
AAPL Apple Inc.
-7.35%
-$21.63M 
MOG-A Moog Inc.
-7.01%
-$2.35M 
NXPI NXP Semiconductors N.V.
-6.53%
-$113,296 
SYK Stryker Corporation
-6.42%
-$4.59M 
MU Micron Technology, Inc.
-5.9%
-$48,635.4 
GNSS Genasys Inc.
-5.11%
-$2,747.88 
SNDK SanDisk Corporation
-5.09%
-$7,424.82 
SHOP Shopify Inc.
-4.29%
-$79,889.25 
MARA MARA Holdings Inc
-4.23%
-$21,271 
WPM Wheaton Precious Metals Corp.
-3.84%
-$23,724.91 
GDX VanEck Gold Miners ETF
-3.49%
-$11,481.13 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$244,591.46 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$13,039 
ETHW Bitwise Ethereum ETF
-3.05%
-$4,357.5 
IBIT iShares Bitcoin Trust
-2.89%
-$15,643.48 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$1.17M 
DECK Deckers Outdoor Corporation
-2.82%
-$13,319.4 
AJG Arthur J. Gallagher & Co.
-2.75%
-$7,152.63 
RKT Rocket Companies, Inc. Class A
-2.71%
-$14,378.4 
QCOM QUALCOMM Incorporated
-2.63%
-$21,637.82 
KYTX Kyverna Therapeutics, Inc.
-2.54%
-$1,900 
ABBV AbbVie Inc.
-2.51%
-$2.89M 
RAL Ralliant Corporation
-2.43%
-$4,467.83 
ICE Intercontinental Exchange, Inc.
-2.42%
-$8,895.13 
AFRM Affirm Holdings, Inc.
-2.37%
-$7,824.78 
YUM Yum! Brands, Inc.
-2.37%
-$71,788.56 
DDS Dillard's Inc.
-2.32%
-$14,039.82 
BA Boeing Company
-2.15%
-$1.37M 
CBRS Cerebras Systems Inc.
-2.15%
-$15,565.19 
SLV iShares Silver Trust
-2.13%
-$42,591.54 
CCJ Cameco Corporation
-2.1%
-$954,907.1 
WES Western Midstream Partners, LP
-2%
-$5,320 
NFLX Netflix, Inc.
-2%
-$108,967.1 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$19,287.42 
AMD Advanced Micro Devices, Inc.
-1.9%
-$121,423.1 
GIS General Mills, Inc.
-1.84%
-$379,418.32 
UNH UnitedHealth Group Incorporated
-1.68%
-$61,869.66 
LRCX Lam Research Corporation
-1.58%
-$189,631.34 
NET Cloudflare Inc.
-1.56%
-$7,086.87 
GLD SPDR Gold Shares
-1.49%
-$24,671.76 
IAU iShares Gold Trust
-1.46%
-$118,160.71 
NVS Novartis AG Sponsored ADR
-1.45%
-$4,472.39 
BBAI BigBear.ai Holdings Inc.
-1.41%
-$583.36 
AMRZ Amrize Ltd.
-1.39%
-$3,263.7 
RR Richtech Robotics Inc.
-1.39%
-$327.96 
LUV Southwest Airlines Co.
-1.38%
-$6,143.13 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$9,492.09 
DD DuPont de Nemours, Inc.
-1.32%
-$4,454.64 
DAVE Dave Inc. Class A Common Stock
-1.31%
-$2,821.51 
OPEN Opendoor Technologies Inc.
-1.31%
-$781.3 
DAL Delta Air Lines, Inc.
-1.3%
-$3,650.1 
TM Toyota Motor Corporation
-1.28%
-$3,281.63 
FCX Freeport-McMoRan Inc.
-1.28%
-$502,844.76 
SCCO Southern Copper Corporation
-1.24%
-$418,342.24 
HSY The Hershey Company
-1.23%
-$2,552.78 
MDLZ Mondelez International, Inc.
-1.22%
-$3,009.94 
SHW The Sherwin-Williams Company
-1.16%
-$4,835.87 
SRE Sempra
-1.15%
-$4,880.14 
NEE NextEra Energy, Inc.
-1.15%
-$9,669.74 
DE Deere & Company
-1.13%
-$3,828.39 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$2,967.45 
RCL Royal Caribbean Group
-1.13%
-$3,519.89 
TXN Texas Instruments Inc
-1.08%
-$718,248.34 
LOW Lowe's Companies Inc.
-1.08%
-$10,040.22 
MCK McKesson Corporation
-1.08%
-$9,170.89 
INTC Intel Corporation
-1.02%
-$7,606.47 
KO The Coca-Cola Company
-1.02%
-$820,479.6 
UPS United Parcel Service, Inc.
-1%
-$4,730.25 
EW Edwards Lifesciences Corporation
-0.98%
-$5,407.7 
XOM Exxon Mobil Corporation
-0.97%
-$1.14M 
SOFI SoFi Technologies, Inc.
-0.97%
-$4,531.84 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$4,901.23 
CRSP Crispr Therapeutics AG
-0.93%
-$2,245.5 
ARLP Alliance Resource Partners, L.P.
-0.92%
-$23,550.24 
O Realty Income Corporation
-0.87%
-$560,339.36 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.85%
-$397,911.3 
GILD Gilead Sciences Inc.
-0.81%
-$3,863.73 
HUM Humana Inc.
-0.76%
-$2,424.81 
VHT Vanguard Health Care ETF
-0.76%
-$4,265.8 
CVS CVS Health Corporation
-0.75%
-$11,969.29 
SPGI S&P Global Inc.
-0.74%
-$4,700.19 
MA Mastercard Incorporated
-0.74%
-$9,184.26 
BLK BlackRock, Inc.
-0.73%
-$4,620.41 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$4,854.59 
MP MP Materials Corp.
-0.7%
-$1,784.66 
DASH DoorDash, Inc.
-0.69%
-$278,207.27 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.69%
-$2,179.56 
DUK Duke Energy Corporation
-0.67%
-$5,407.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$217,704.97 
AMGN Amgen Inc.
-0.64%
-$5,592.42 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,766.52 
GS The Goldman Sachs Group, Inc.
-0.63%
-$5,099.75 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,374.12 
PM Philip Morris International Inc.
-0.61%
-$8,157.27 
ECL Ecolab Inc.
-0.61%
-$301,031.82 
MSCI MSCI Inc.
-0.61%
-$1,312.5 
DHR Danaher Corporation
-0.61%
-$274,390.2 
ACGL Arch Capital Group Ltd
-0.6%
-$2,332.03 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-0.59%
-$939 
SCHF Schwab International Equity ETF
-0.58%
-$287,834.88 
WEC WEC Energy Group Inc.
-0.57%
-$3,115.99 
VLTO Veralto Corporation
-0.57%
-$270,120.96 
SBUX Starbucks Corporation
-0.57%
-$4,408.8 
OGS One Gas Inc.
-0.56%
-$2,754.37 
PRU Prudential Financial, Inc.
-0.56%
-$206,507.43 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$184,414.08 
WAB Wabtec Corporation
-0.55%
-$2,982.4 
COF Capital One Financial Corporation
-0.54%
-$1,563.93 
LLY Eli Lilly and Company
-0.53%
-$38,539.31 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$2,051.27 
ALL Allstate Corporation
-0.49%
-$2,375.12 
IWM iShares Russell 2000 ETF
-0.47%
-$8,501.18 
PPLT abrdn Physical Platinum Shares ETF
-0.47%
-$3,360 
SPG Simon Property Group, Inc.
-0.46%
-$441,577.23 
WSO Watsco Inc.
-0.46%
-$101,397 
PEP PepsiCo, Inc.
-0.46%
-$1.42M 
DVY iShares Select Dividend ETF
-0.45%
-$1,891.39 
IEV iShares Europe ETF
-0.44%
-$1,650 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,381.11 
HD The Home Depot, Inc.
-0.42%
-$165,064.87 
MELI MercadoLibre, Inc.
-0.41%
-$201,868.44 
RWR SPDR Dow Jones REIT ETF
-0.4%
-$43,233.1 
ORI Old Republic International Corp.
-0.39%
-$1,537.65 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$1,246.96 
ETR Entergy Corporation
-0.38%
-$927.01 
VGT Vanguard Information Technology ETF
-0.38%
-$21,857.33 
AXP American Express Company
-0.38%
-$1,577.33 
MDT Medtronic plc
-0.37%
-$236,699.2 
ARCC Ares Capital Corporation
-0.37%
-$110,264.77 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$8,030.45 
ABNB Airbnb, Inc.
-0.37%
-$121,416.27 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-0.37%
-$667.6 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$1,508.14 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$170,986.2 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$63,608.88 
CL Colgate-Palmolive Company
-0.33%
-$3,029.4 
PNW Pinnacle West Capital Corporation
-0.33%
-$650.43 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$1,122.9 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$727.49 
L Loews Corporation
-0.31%
-$2,165.03 
CEG Constellation Energy Corporation
-0.31%
-$115,030.53 
RY Royal Bank of Canada
-0.29%
-$605.74 
CBSH Commerce Bancshares, Inc.
-0.29%
-$865.13 
SDY SPDR S&P Dividend ETF
-0.28%
-$4,042.72 
QNT Quantinuum Inc.
-0.27%
-$19,614.42 
VTV Vanguard Value ETF
-0.27%
-$2,328.1 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$540 
BX Blackstone Inc.
-0.25%
-$108,005.56 
COST Costco Wholesale Corporation
-0.24%
-$10,880.02 
HBAN Huntington Bancshares Incorporated
-0.23%
-$1,633.08 
VB Vanguard Small-Cap ETF
-0.22%
-$32,733.03 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$8,251.86 
IMTM iShares MSCI International Momentum Factor ETF
-0.21%
-$1,580.7 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$109,514.24 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$1,518.3 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,214.07 
EPD Enterprise Products Partners L.P.
-0.18%
-$9,980.88 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,106.69 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.16%
-$112,913.36 
FITB Fifth Third Bancorp
-0.16%
-$4,220.55 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$456.7 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$97,599.09 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.14%
-$66,538.5 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$318.23 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$594.2 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.12%
-$84,155.2 
MUB iShares National Muni Bond ETF
-0.11%
-$304.8 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$5,410.8 
XLF Financial Select Sector SPDR Fund
-0.1%
-$502.26 
BCE BCE Inc.
-0.09%
-$307.22 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$59,410.83 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$213.9 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$272.04 
SMA SmartStop Self Storage REIT Inc.
-0.06%
-$181.52 
VO Vanguard Mid-Cap ETF
-0.05%
-$108.68 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$51,402.39 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$35,722.52 
V Visa Inc. Class A
-0.04%
-$20,430.56 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$9,443.6 
TGT Target Corporation
-0.01%
-$56.3 
UBER Uber Technologies, Inc.
-0.01%
-$5,590.87 Events
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Dividends
Dividend Analysis
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| Trades 11863 | Longs Won 7401/11863 62% | Profit Factor 3.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.62M |
| Average Win $590,064.07 | Best Trade (Aug 14) $123.2M | Sharpe Ratio -0.9 |
| Average Loss -$279,649.46 | Worst Trade (Dec 31) -$96.7M | Z-Score -7.96 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2w 1d | Expectancy $261,820.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAON Aaon Inc. | 36,364 | $1.51M | $3.24M | - | $1.73M | 114.9% | +1.678% |
| AAPL Apple Inc. | 882,325 | $101.06M | $272.56M | - | $171.5M | 169.71% | -7.354% |
| ABBV AbbVie Inc. | 447,129 | $60.42M | $112.2M | - | $51.78M | 85.7% | -2.513% |
| ABNB Airbnb, Inc. | 216,814 | $28.11M | $32.85M | - | $4.75M | 16.88% | -0.368% |
| ABT Abbott Laboratories | 32,624 | $2.95M | $3.45M | - | $494,730.36 | 16.75% | +0.085% |
| ACGL Arch Capital Group Ltd | 3,823 | $333,420.99 | $384,326.19 | - | $50,905.2 | 15.27% | -0.603% |
| ACN Accenture plc Class A | 1,738 | $344,627.61 | $288,368.96 | - | -$56,258.65 | -16.32% | +1.611% |
| ACWI iShares MSCI ACWI ETF | 798,281 | $92.51M | $124.88M | - | $32.36M | 34.98% | +0.495% |
| ADI Analog Devices, Inc. | 1,121 | $356,728.44 | $411,866.61 | - | $55,138.17 | 15.46% | +0.202% |
| ADP Automatic Data Processing Inc. | 5,327 | $930,285.41 | $1.42M | - | $489,146.96 | 52.58% | +0.982% |
| AEP American Electric Power Company, Inc. | 8,806 | $818,297.86 | $1.13M | - | $307,549.24 | 37.58% | +0.055% |
| AFL Aflac Inc. | 2,744 | $305,034.28 | $349,805.12 | - | $44,770.84 | 14.68% | +0.094% |
| AFRM Affirm Holdings, Inc. | 4,497 | $206,052.1 | $321,580.47 | - | $115,528.37 | 56.07% | -2.375% |
| AJG Arthur J. Gallagher & Co. | 1,016 | $231,272.35 | $253,410.72 | - | $22,138.37 | 9.57% | -2.745% |
| ALL Allstate Corporation | 1,827 | $242,992.41 | $482,474.14 | - | $239,481.73 | 98.56% | -0.49% |
| AM Antero Midstream Corporation | 19,521 | $226,738.71 | $428,876.37 | - | $202,137.66 | 89.15% | +1.949% |
| AMAT Applied Materials, Inc. | 324,097 | $47.78M | $164.53M | - | $116.75M | 244.34% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 13,141 | $2M | $6.26M | - | $4.26M | 212.94% | -1.904% |
| AMGN Amgen Inc. | 2,255 | $542,538.54 | $868,535.8 | - | $325,997.26 | 60.09% | -0.64% |
| AMLP Alerian MLP ETF | 7,563 | $364,153.47 | $418,385.16 | - | $54,231.69 | 14.89% | +0.894% |
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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 - $130.57M, Broadcom Inc - $92.27M, Applied Materials, Inc - $77.55M, PepsiCo, Inc - $73.58M, 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 - $39.72M, 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 $896.91M earned over time. The largest contributors to dividend income include PepsiCo, Inc - $65.02M, Exxon Mobil Corporation - $31.04M, The Williams Companies, Inc - $26.09M, SPDR DoubleLine Total Return Tactical ETF - $24.61M, 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.
