Scott Highmark Portfolio
Invests via Mosaic Family Wealth Partners LLC | Managed by Scott Highmark, Missy Brown, Larry Shikles, Tyler Campo, Steve Rotello, David Highmark, Lance Lehmann
Invests via Mosaic Family Wealth Partners LLC
Managed by Scott Highmark, Missy Brown, Larry Shikles, Tyler Campo, Steve Rotello, David Highmark, Lance Lehmann
Automatically Tracked
Scott Highmark Profile
With a proven track record in corporate leadership, Scott Highmark excels as an investor-operator known for driving innovation and efficiency within complex organizations. His background spans multiple sectors, where he has successfully led initiatives that optimize operational performance while enhancing market position. Engaging with diverse business environments has equipped him with insights critical to navigating contemporary capital markets. As a principal participant in strategic decision-making processes, his experience lends itself to identifying new growth opportunities and leveraging industry trends effectively. Through this multifaceted expertise, he plays an influential role in fostering competitive advantages across dynamic landscapes.
With a proven track record in corporate leadership, Scott Highmark excels as an investor-operator known for driving innovation and efficiency within complex organizations. His background spans multiple sectors, where he has successfully led initiatives that optimize operational performance while enhancing market position. Engaging with diverse business environments has equipped him with insights critical to navigating contemporary capital markets. As a principal participant in strategic decision-making processes, his experience lends itself to identifying new growth opportunities and leveraging industry trends effectively. Through this multifaceted expertise, he plays an influential role in fostering competitive advantages across dynamic landscapes.
Investment Philosophy & Strategy
Opportunity arises within fast-evolving sectors where Scott Highmark's experience allows for informed decision-making. His investment style leans towards identifying companies poised for transformation, using insights from his extensive background to uncover operational inefficiencies ripe for improvement. A hands-on approach drives his selection of ventures that demonstrate both scalability and strategic innovation potential. By prioritizing entities with a clear path toward competitive differentiation, he effectively seeks out value amid complex market dynamics. His focus on leveraging operational strengths not only facilitates sustainable growth but also underlines the importance of adaptive strategies in achieving long-term success.
Opportunity arises within fast-evolving sectors where Scott Highmark's experience allows for informed decision-making. His investment style leans towards identifying companies poised for transformation, using insights from his extensive background to uncover operational inefficiencies ripe for improvement. A hands-on approach drives his selection of ventures that demonstrate both scalability and strategic innovation potential. By prioritizing entities with a clear path toward competitive differentiation, he effectively seeks out value amid complex market dynamics. His focus on leveraging operational strengths not only facilitates sustainable growth but also underlines the importance of adaptive strategies in achieving long-term success.
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:
99.4%
Gain -0.91%
Monthly
1.87%
Yearly
24.9%
Drawdown
22.99%
$1.49B
Equity
Holdings
$1.49B
Investment
$1.11B
$422.73M
Profit -$6.18M
Realized
$41M
Unrealized
$381.73M
Dividends
$45.95M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.91%
Profit
-$6.18M
Win %
73%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$6.18M
Win %
73%
This Month
Compared to last month
Gain
-1.12%
Profit
-$16.96M
Win %
73%
This Year
Compared to last year
Gain
1.02%
Profit
$15.11M
Win %
73%
CRWD CrowdStrike Holdings, Inc.
+14.38%
+$36,865.19 
PANW Palo Alto Networks, Inc.
+14.16%
+$75,536.81 
TTAN ServiceTitan, Inc.
+8.1%
+$196,528.11 
NOW ServiceNow, Inc.
+7.69%
+$115,034.91 
CLOV Clover Health Investments, Corp.
+6.43%
+$8,607.77 
ACN Accenture plc Class A
+6.28%
+$28,112.72 
AJG Arthur J. Gallagher & Co.
+5.49%
+$16,969.08 
MORN Morningstar, Inc.
+5.32%
+$69,880.48 
CNC Centene Corporation
+4.49%
+$10,534.3 
DRI Darden Restaurants, Inc.
+4.28%
+$14,258.14 
PLTR Palantir Technologies Inc.
+4.14%
+$58,607.01 
HONA Honeywell Aerospace Inc.
+4.07%
+$19,025.34 
YUM Yum! Brands, Inc.
+4.02%
+$13,199.12 
NFLX Netflix, Inc.
+3.87%
+$57,198.51 
BTI British American Tobacco p.l.c. ADR
+3.83%
+$16,638.71 
MCK McKesson Corporation
+3.3%
+$8,811.24 
MDT Medtronic plc
+3.24%
+$90,461.57 
BRO Brown & Brown Inc.
+3.13%
+$33,093.09 
GOOGL Alphabet Inc
+3.09%
+$236,159.55 
CHRW C.H. Robinson Worldwide, Inc.
+3.05%
+$11,609.57 
GOOG Alphabet Inc
+2.97%
+$210,623.91 
BMNR Bitmine Immersion Technologies, Inc.
+2.96%
+$14,910.26 
META Meta Platforms Inc Class A
+2.85%
+$118,873.16 
BDX Becton, Dickinson and Company
+2.8%
+$32,534.27 
IBM International Business Machines Corporation
+2.73%
+$56,121.36 
UL Unilever PLC Sponsored American Depositary Receipt
+2.71%
+$28,096.32 
SYK Stryker Corporation
+2.43%
+$31,402.86 
IBIT iShares Bitcoin Trust
+2.42%
+$11,487.22 
PAYX Paychex Inc.
+2.4%
+$40,437.88 
ISRG Intuitive Surgical, Inc.
+2.39%
+$5,518.76 
RMD ResMed Inc.
+2.36%
+$36,503.2 
MO Altria Group, Inc.
+2.3%
+$24,816.35 
MSFT Microsoft Corp.
+2.3%
+$297,120.42 
MSI Motorola Solutions, Inc.
+2.28%
+$5,901.94 
WMT Walmart Inc.
+2.27%
+$111,676.4 
WM Waste Management, Inc.
+2.27%
+$23,697.05 
AON Aon plc
+2.23%
+$4,333.16 
DIS The Walt Disney Company
+2.14%
+$63,461.52 
DEO Diageo plc Sponsored ADR
+2.08%
+$4,858.2 
LLY Eli Lilly and Company
+2.07%
+$79,914.32 
GM General Motors Company
+2.05%
+$5,586.16 
MCD McDonald's Corporation
+2.02%
+$52,438.2 
T AT&T Inc.
+2%
+$15,300.51 
GILD Gilead Sciences Inc.
+1.93%
+$27,957.61 
CLX The Clorox Company
+1.93%
+$23,075.26 
SPGI S&P Global Inc.
+1.82%
+$24,694.56 
PM Philip Morris International Inc.
+1.81%
+$44,915.58 
MRSH Marsh & McLennan Companies, Inc.
+1.78%
+$13,557.03 
NOC Northrop Grumman Corporation
+1.77%
+$19,305.6 
CME CME Group Inc.
+1.73%
+$5,244.75 
ABBV AbbVie Inc.
+1.7%
+$56,889.04 
NVS Novartis AG Sponsored ADR
+1.69%
+$8,843.84 
CL Colgate-Palmolive Company
+1.66%
+$31,305.6 
DHR Danaher Corporation
+1.61%
+$9,354.1 
COST Costco Wholesale Corporation
+1.61%
+$24,773.62 
AFL Aflac Inc.
+1.52%
+$4,709.25 
BALL Ball Corp.
+1.5%
+$96,570 
LHX L3Harris Technologies, Inc.
+1.5%
+$6,132.59 
XLV Health Care Select Sector SPDR Fund
+1.46%
+$5,152.18 
ELV Elevance Health, Inc.
+1.44%
+$3,726.38 
PGR Progressive Corporation
+1.43%
+$2,861.04 
VZ Verizon Communications Inc.
+1.43%
+$14,579.02 
UNH UnitedHealth Group Incorporated
+1.31%
+$18,001.35 
UBER Uber Technologies, Inc.
+1.28%
+$8,518.28 
DHI D.R. Horton, Inc.
+1.28%
+$12,085.92 
RLI RLI Corp.
+1.26%
+$18,514.36 
SR Spire Inc.
+1.25%
+$4,061 
NVO Novo Nordisk A/S Sponsored ADR
+1.2%
+$16,964.1 
LMT Lockheed Martin Corporation
+1.17%
+$25,673.4 
TTC The Toro Company
+1.15%
+$19,667.67 
MAS Masco Corporation
+1.14%
+$17,878.38 
ADV Advantage Solutions Inc.
+1.14%
+$11,297 
CVS CVS Health Corporation
+1.12%
+$18,017.88 
KO The Coca-Cola Company
+1.11%
+$25,655.42 
ZTS Zoetis Inc.
+1.11%
+$10,024.56 
LOW Lowe's Companies Inc.
+1.09%
+$10,345.75 
V Visa Inc. Class A
+1.06%
+$34,663.32 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$69,122.76 
AWK American Water Works Company, Inc.
+1.04%
+$13,685.1 
AMGN Amgen Inc.
+1.03%
+$11,610.27 
SHLD Global X Defense Tech ETF
+1.02%
+$5,450.76 
WRB W.R. Berkley Corporation
+1.02%
+$19,368.09 
HD The Home Depot, Inc.
+1.01%
+$32,434.29 
ABT Abbott Laboratories
+0.94%
+$14,250.24 
CB Chubb Limited
+0.9%
+$19,452.6 
AXP American Express Company
+0.89%
+$2,902.31 
BKNG Booking Holdings Inc.
+0.87%
+$1,700.26 
BMY Bristol-Myers Squibb Company
+0.79%
+$3,504 
SNA Snap-on Inc.
+0.77%
+$14,758.1 
SHW The Sherwin-Williams Company
+0.76%
+$12,304.92 
CBC Central Bancompany, Inc.
+0.74%
+$4,680 
DE Deere & Company
+0.74%
+$8,655.71 
PENN PENN Entertainment, Inc.
+0.7%
+$1,880.12 
ITB iShares U.S. Home Construction ETF
+0.69%
+$3,658 
HLI Houlihan Lokey Inc.
+0.69%
+$1,447.6 
PRI Primerica Inc.
+0.68%
+$1,454 
KKR KKR & Co. Inc.
+0.67%
+$3,586.32 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.67%
+$790.45 
NKE Nike, Inc. - Class B
+0.65%
+$9,773.28 
SDY SPDR S&P Dividend ETF
+0.64%
+$3,643.64 
CBSH Commerce Bancshares, Inc.
+0.63%
+$27,638.06 
USMV iShares MSCI USA Min Vol Factor ETF
+0.62%
+$8,857.94 
VFVA Vanguard U.S. Value Factor Fund
+0.61%
+$1,912.84 
MA Mastercard Incorporated
+0.6%
+$32,558.05 
JNJ Johnson & Johnson
+0.59%
+$24,830.68 
ITW Illinois Tool Works Inc.
+0.58%
+$9,369.36 
CHD Church & Dwight Co., Inc.
+0.57%
+$1,865.7 
AAPL Apple Inc.
+0.55%
+$179,950.37 
PG Procter & Gamble Co
+0.53%
+$17,906.35 
MRK Merck & Co., Inc.
+0.52%
+$8,928.12 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.52%
+$3,458.91 
EOG EOG Resources, Inc.
+0.49%
+$11,119.36 
ATR AptarGroup, Inc.
+0.47%
+$6,582.04 
HDV iShares Core High Dividend ETF
+0.46%
+$2,995.51 
THFF First Financial Corporation
+0.46%
+$1,267.52 
FF FutureFuel Corp
+0.46%
+$358.27 
EXPD Expeditors International of Washington, Inc.
+0.44%
+$9,470.89 
CRH CRH plc
+0.43%
+$740.62 
CNQ Canadian Natural Resources Limited
+0.41%
+$1,269.97 
DAL Delta Air Lines, Inc.
+0.39%
+$3,642.81 
SBUX Starbucks Corporation
+0.39%
+$10,125.1 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.37%
+$2,385.89 
TMO Thermo Fisher Scientific Inc.
+0.36%
+$1,858.99 
GD General Dynamics Corporation
+0.33%
+$11,024.25 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
+0.32%
+$1,334.85 
TMUS T-Mobile US, Inc.
+0.27%
+$596.82 
ASTS AST SpaceMobile, Inc.
+0.25%
+$454.95 
HSY The Hershey Company
+0.25%
+$3,024.55 
KDP Keurig Dr Pepper Inc.
+0.24%
+$697.73 
MMT MFS Multimarket Income Trust
+0.23%
+$1,947.24 
ESLG Eventide Large Cap Growth ETF
+0.23%
+$2,213.38 
UNP Union Pacific Corporation
+0.18%
+$2,849.56 
AOS A. O. Smith Corporation
+0.17%
+$1,637.6 
SYF Synchrony Financial
+0.12%
+$281.39 
TJX The TJX Companies, Inc.
+0.11%
+$3,347.89 
RSP Invesco S&P 500 Equal Weight ETF
+0.11%
+$2,426.73 
ESLV Eventide Large Cap Value ETF
+0.1%
+$967.59 
CAH Cardinal Health Inc.
+0.1%
+$479.99 
QUAL iShares MSCI USA Quality Factor ETF
+0.08%
+$611.46 
TLH iShares 10-20 Year Treasury Bond ETF
+0.08%
+$157.5 
RGA Reinsurance Group of America, Inc.
+0.07%
+$9,854.21 
PEP PepsiCo, Inc.
+0.07%
+$989.44 
TIP iShares TIPS Bond ETF
+0.05%
+$818.25 
PFE Pfizer Inc.
+0.04%
+$628.35 
ICE Intercontinental Exchange, Inc.
+0.04%
+$157.49 
COLB Columbia Banking System, Inc.
+0.03%
+$75.26 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$155.1 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$14.09 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$98.01 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NJR New Jersey Resources Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BMVP Invesco Bloomberg MVP Multi-factor ETF
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VNLA Janus Henderson Short Duration Income ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
GLW Corning Incorporated
-14.09%
-$46,036.14 
TER Teradyne, Inc.
-12.98%
-$29,715.84 
HPE Hewlett Packard Enterprise Company
-10.19%
-$266,402.67 
GEV GE Vernova Inc.
-8.6%
-$63,652.7 
LRCX Lam Research Corporation
-7.87%
-$54,051.84 
STRL Sterling Infrastructure, Inc.
-7.7%
-$14,606.27 
ETN Eaton Corporation plc
-7.51%
-$100,370.1 
Q Qnity Electronics Inc.
-7.19%
-$55,767.15 
VRT Vertiv Holdings Co
-7.17%
-$26,191.9 
ASML ASML Holding N.V. New York Registry Shares
-6.88%
-$168,483.35 
CEG Constellation Energy Corporation
-6.71%
-$27,188.64 
MRVL Marvell Technology, Inc.
-6.65%
-$134,019.69 
AMAT Applied Materials, Inc.
-6.61%
-$247,031.88 
KLAC KLA Corporation
-6.44%
-$64,660.2 
FIX Comfort Systems USA, Inc.
-6.24%
-$14,883.95 
APH Amphenol Corporation
-5.63%
-$196,805.7 
ANET Arista Networks, Inc.
-5.4%
-$92,158.22 
BAC Bank of America Corporation
-5.36%
-$238,496.16 
INTC Intel Corporation
-5.32%
-$60,449.47 
DELL Dell Technologies Inc.
-5.15%
-$21,228.39 
AVGO Broadcom Inc.
-4.83%
-$216,216.58 
MU Micron Technology, Inc.
-4.82%
-$499,669.4 
NXPI NXP Semiconductors N.V.
-4.79%
-$10,095.03 
PWR Quanta Services Inc.
-4.57%
-$18,927.37 
ADI Analog Devices, Inc.
-4.48%
-$89,814.73 
ORCL Oracle Corporation
-4.38%
-$96,949.72 
CAT Caterpillar Inc.
-4.17%
-$45,125.37 
EME EMCOR Group, Inc.
-4.12%
-$9,257.75 
GS The Goldman Sachs Group, Inc.
-3.97%
-$31,993.42 
AMD Advanced Micro Devices, Inc.
-3.87%
-$68,651.28 
TT Trane Technologies plc
-3.73%
-$28,495.48 
TEL TE Connectivity plc
-3.64%
-$10,030.72 
GDXJ VanEck Junior Gold Miners ETF
-3.53%
-$11,039.56 
RBC RBC Bearings Incorporated
-3.47%
-$6,757.1 
MS Morgan Stanley
-3.43%
-$79,832.8 
HPQ HP Inc.
-3.34%
-$35,553.56 
GDX VanEck Gold Miners ETF
-3.1%
-$22,403.42 
NVDA NVIDIA Corporation
-2.84%
-$404,714.27 
CMI Cummins Inc.
-2.84%
-$26,655.66 
PICK iShares MSCI Global Metals & Mining Producers ETF
-2.56%
-$11,838.96 
EMR Emerson Electric Co.
-2.53%
-$109,228.35 
EEM iShares MSCI Emerging Markets ETF
-2.51%
-$11,160.5 
IEMG iShares Core MSCI Emerging Markets ETF
-2.37%
-$39,466.56 
TDG TransDigm Group Inc.
-2.36%
-$10,883.74 
VLO Valero Energy Corporation
-2.31%
-$24,290.73 
STX Seagate Technology Holdings plc
-2.31%
-$5,121.05 
FCX Freeport-McMoRan Inc.
-2.29%
-$58,446.91 
IRM Iron Mountain Inc.
-2.22%
-$6,041.6 
ROK Rockwell Automation, Inc.
-2.17%
-$4,003.3 
DFAE Dimensional Emerging Core Equity Market ETF
-2.17%
-$6,330.99 
MTUM iShares MSCI USA Momentum Factor ETF
-2.14%
-$13,008.6 
AVEM Avantis Emerging Markets Equity ETF
-2.12%
-$15,944.85 
PPLT abrdn Physical Platinum Shares ETF
-2.09%
-$4,925.74 
GE General Electric Company
-2.01%
-$25,767.04 
VPL Vanguard FTSE Pacific ETF
-1.96%
-$5,695.6 
GOF Guggenheim Strategic Opportunities Fund
-1.96%
-$40,514.4 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.95%
-$883,265.82 
WFC Wells Fargo & Company
-1.93%
-$53,185.86 
DD DuPont de Nemours, Inc.
-1.89%
-$21,163.2 
TXN Texas Instruments Inc
-1.84%
-$12,947.77 
NDSN Nordson Corporation
-1.8%
-$32,329.63 
MLM Martin Marietta Materials, Inc.
-1.79%
-$5,541.9 
JPM JPMorgan Chase & Co.
-1.73%
-$98,905.12 
SLV iShares Silver Trust
-1.72%
-$5,822 
MMM 3M Company
-1.7%
-$6,623.17 
CSCO Cisco Systems, Inc.
-1.69%
-$65,975.6 
CSQ Calamos Strategic Total Return Fund
-1.68%
-$7,001.4 
XEL Xcel Energy Inc.
-1.66%
-$13,618.75 
RCL Royal Caribbean Group
-1.61%
-$7,938.02 
VOYG Voyager Technologies, Inc.
-1.57%
-$3,698.87 
WAB Wabtec Corporation
-1.56%
-$4,956.84 
APD Air Products and Chemicals, Inc.
-1.54%
-$29,117.59 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-1.53%
-$4,424.24 
TSLA Tesla, Inc.
-1.44%
-$34,245.75 
WMB The Williams Companies, Inc.
-1.43%
-$7,640.88 
XLI Industrial Select Sector SPDR Fund
-1.42%
-$9,816.12 
MPLX MPLX LP
-1.37%
-$4,744.52 
SPCX Space Exploration Technologies Corp. Class A
-1.37%
-$3,107.09 
JPC Nuveen Preferred & Income Opportunities Fund
-1.37%
-$6,003.08 
GLD SPDR Gold Shares
-1.35%
-$53,998.96 
XLU Utilities Select Sector SPDR Fund
-1.33%
-$9,249.05 
PTL Inspire 500 ETF
-1.31%
-$5,761.28 
GLDM SPDR Gold MiniShares Trust
-1.31%
-$23,391 
RTX RTX Corporation
-1.31%
-$43,152.09 
C Citigroup Inc.
-1.3%
-$18,643.1 
IAU iShares Gold Trust
-1.3%
-$34,644.45 
VGT Vanguard Information Technology ETF
-1.25%
-$4,312.56 
BLK BlackRock, Inc.
-1.24%
-$13,124.78 
AMZN Amazon.com Inc
-1.24%
-$145,154.28 
PDT John Hancock Premium Dividend Fund
-1.24%
-$1,679.62 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.22%
-$6,946.88 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-1.2%
-$4,065.93 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.2%
-$33,584.78 
DCI Donaldson Company, Inc.
-1.19%
-$20,733.6 
CMCSA Comcast Corp
-1.17%
-$9,327.31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$477,278.82 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$143,854.58 
XLE Energy Select Sector SPDR Fund
-1.15%
-$14,920.5 
VEU Vanguard FTSE All-World ex-US ETF
-1.12%
-$4,077.85 
TDY Teledyne Technologies Incorporated
-1.12%
-$2,988.04 
SCHF Schwab International Equity ETF
-1.12%
-$5,798.84 
PSX Phillips 66
-1.11%
-$7,479.32 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$14,651.85 
TRGP Targa Resources Corp.
-1.11%
-$9,642.84 
KHC The Kraft Heinz Company
-1.08%
-$2,745.93 
PFO Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
-1.06%
-$1,123.28 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.06%
-$33,233.01 
RKLB Rocket Lab Corporation
-1.04%
-$2,134.64 
MMU Western Asset Managed Municipals Fund
-1.02%
-$2,739.52 
CVX Chevron Corporation
-0.98%
-$31,235.37 
SPEM SPDR Portfolio Emerging Markets ETF
-0.97%
-$28,683.93 
AEE Ameren Corporation
-0.94%
-$13,545.18 
SCHV Schwab U.S. Large-Cap Value ETF
-0.92%
-$2,081.55 
HWM Howmet Aerospace Inc.
-0.91%
-$2,003.04 
APAM Artisan Partners Asset Management Inc.
-0.9%
-$2,767.26 
QCOM QUALCOMM Incorporated
-0.87%
-$18,018.32 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.85%
-$12,964.17 
AEP American Electric Power Company, Inc.
-0.85%
-$3,039.75 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.83%
-$27,372.76 
WSO Watsco Inc.
-0.83%
-$1,768 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$2,852.37 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
-0.82%
-$1,173.04 
STK Columbia Seligman Premium Technology Growth Fund, Inc.
-0.81%
-$3,043.74 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.78%
-$1,823.36 
AVDV Avantis International Small Cap Value ETF
-0.77%
-$7,506.08 
WWJD Inspire International ETF
-0.74%
-$9,877.2 
VYM Vanguard High Dividend Yield ETF
-0.72%
-$13,883.88 
IEUR iShares Core MSCI Europe ETF
-0.71%
-$4,788.18 
IEFA iShares Core MSCI EAFE ETF
-0.7%
-$5,226.9 
COP ConocoPhillips
-0.7%
-$2,090.9 
CLM Cornerstone Strategic Investment Fund, Inc.
-0.68%
-$630.36 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.67%
-$1,662.25 
NEE NextEra Energy, Inc.
-0.67%
-$14,158.1 
APO Apollo Global Management, Inc.
-0.66%
-$3,061.7 
XLRE The Real Estate Select Sector SPDR Fund
-0.66%
-$1,523.33 
EFA iShares MSCI EAFE ETF
-0.65%
-$30,609.19 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$30,361.85 
PFGC Performance Food Group Co.
-0.64%
-$1,252.2 
IWP iShares Russell Mid-Cap Growth ETF
-0.63%
-$3,728.82 
VT Vanguard Total World Stock ETF
-0.62%
-$4,327 
VMC Vulcan Materials Company
-0.62%
-$1,911.01 
DFAW Dimensional World Equity ETF
-0.61%
-$13,209.04 
TROW T. Rowe Price Group, Inc.
-0.61%
-$8,600.15 
COF Capital One Financial Corporation
-0.6%
-$2,240.28 
AVIV Avantis International Large Cap Value ETF
-0.6%
-$5,112.36 
DFIC Dimensional International Core Equity Market ETF
-0.59%
-$180,375.66 
UMI USCF Midstream Energy Income Fund
-0.58%
-$6,261.19 
LIN Linde plc
-0.58%
-$13,038.3 
QQQM Invesco NASDAQ 100 ETF
-0.58%
-$3,848.18 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$2,066.82 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-0.57%
-$945.54 
AVLC Avantis U.S. Large Cap Equity ETF
-0.57%
-$1,969.24 
DFUV Dimensional US Marketwide Value ETF
-0.57%
-$109,144.75 
AVMC Avantis U.S. Mid Cap Equity ETF
-0.57%
-$10,770.33 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$19,347.1 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$2,243.11 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$2,962.08 
VOOG Vanguard S&P 500 Growth ETF
-0.54%
-$39,542.85 
VOT Vanguard Mid-Cap Growth ETF
-0.53%
-$34,875.98 
BP BP p.l.c. Sponsored ADR
-0.53%
-$1,621.4 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
-0.53%
-$3,337.36 
CGDV Capital Group Dividend Value ETF
-0.53%
-$10,029.24 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.53%
-$20,695.92 
VNQ Vanguard Real Estate ETF
-0.52%
-$3,289.86 
DFGR Dimensional Global Real Estate ETF
-0.51%
-$17,655.63 
TFC Truist Financial Corporation
-0.51%
-$1,864.05 
AMT American Tower Corporation
-0.49%
-$1,215.39 
VBK Vanguard Small-Cap Growth ETF
-0.49%
-$208,370.91 
SHEL Shell plc
-0.47%
-$1,989.5 
ET Energy Transfer L.P.
-0.46%
-$3,455.6 
ECL Ecolab Inc.
-0.46%
-$8,691.81 
VTV Vanguard Value ETF
-0.46%
-$189,070.92 
DFLV Dimensional US Large Cap Value ETF
-0.44%
-$580,937.93 
SRE Sempra
-0.43%
-$1,309.32 
VO Vanguard Mid-Cap ETF
-0.43%
-$32,620.35 
DFSV Dimensional US Small Cap Value ETF
-0.43%
-$175,242.12 
DUK Duke Energy Corporation
-0.43%
-$2,703 
SO The Southern Company
-0.42%
-$13,165.34 
EBI Longview Advantage ETF
-0.42%
-$19,397.89 
IYF iShares U.S. Financials ETF
-0.42%
-$966.72 
WEC WEC Energy Group Inc.
-0.4%
-$5,799.12 
HIX Western Asset High Income Fund II Inc.
-0.4%
-$626.46 
DFAS Dimensional U.S. Small Cap ETF
-0.39%
-$13,430.13 
DFUS Dimensional U.S. Equity Market ETF
-0.38%
-$5,935.68 
VOE Vanguard Mid-Cap Value ETF
-0.38%
-$33,086.04 
DFIV Dimensional International Value ETF
-0.38%
-$2,363.24 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.38%
-$7,106.68 
DFAU Dimensional US Core Equity Market ETF
-0.37%
-$3,608.28 
O Realty Income Corporation
-0.36%
-$2,710.17 
USB U.S. Bancorp
-0.36%
-$1,838.25 
SCHB Schwab U.S. Broad Market ETF
-0.36%
-$1,663.83 
IWO iShares Russell 2000 Growth ETF
-0.35%
-$1,471.12 
EPD Enterprise Products Partners L.P.
-0.35%
-$4,633.6 
MGC Vanguard Mega Cap ETF
-0.35%
-$2,864.55 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$6,140.75 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$4,478.84 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$121,425.84 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$64,762.66 
IVV iShares Core S&P 500 ETF
-0.33%
-$9,149.37 
WELL Welltower Inc.
-0.33%
-$4,605.12 
VOO Vanguard S&P 500 ETF
-0.33%
-$21,272.08 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$4,923.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.32%
-$71,470.79 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$8,853.57 
IWB iShares Russell 1000 ETF
-0.32%
-$1,147.04 
HEGD Swan Hedged Equity US Large Cap Fund
-0.32%
-$10,732.01 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.31%
-$34,233.3 
EPS WisdomTree U.S. LargeCap Fund
-0.31%
-$2,787.25 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.31%
-$263,289.37 
VB Vanguard Small-Cap ETF
-0.31%
-$3,565.74 
GWW W.W. Grainger, Inc.
-0.3%
-$1,269.94 
VONE Vanguard Russell 1000 ETF
-0.3%
-$728 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$14,524.11 
SCHX Schwab U.S. Large-Cap ETF
-0.28%
-$9,901.14 
IJS iShares S&P Small-Cap 600 Value ETF
-0.28%
-$2,211.49 
PSA Public Storage Common Stock
-0.23%
-$926.16 
EFSC Enterprise Financial Services Corp.
-0.23%
-$5,208.69 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.22%
-$1,016.43 
PKG Packaging Corporation of America
-0.19%
-$928.78 
BA Boeing Company
-0.19%
-$6,148 
IWM iShares Russell 2000 ETF
-0.18%
-$1,070.02 
AVMV Avantis U.S. Mid Cap Value ETF
-0.18%
-$3,071.82 
VTWO Vanguard Russell 2000 ETF
-0.18%
-$1,875.93 
BX Blackstone Inc.
-0.17%
-$556.35 
VUG Vanguard Growth ETF
-0.17%
-$326,033.48 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.17%
-$783.2 
MDLZ Mondelez International, Inc.
-0.17%
-$1,925.28 
OKE ONEOK, Inc.
-0.17%
-$2,383.36 
JIII Janus Henderson Income ETF
-0.17%
-$479.44 
CGHM Capital Group Municipal High-Income ETF
-0.16%
-$6,391.64 
AVLV Avantis U.S. Large Cap Value ETF
-0.16%
-$1,868.25 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.16%
-$7,156.31 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$11,831.49 
MGK Vanguard Mega Cap Growth ETF
-0.13%
-$2,067 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.11%
-$2,693.29 
PMIO PGIM Municipal Income Opportunities ETF
-0.11%
-$6,143.06 
GGG Graco Inc.
-0.1%
-$1,428 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.1%
-$241.7 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.1%
-$195.07 
IWS iShares Russell Mid-Cap Value ETF
-0.1%
-$1,295.01 
BF-B Brown-Forman Corporation
-0.1%
-$1,208.25 
VOOV Vanguard S&P 500 Value ETF
-0.09%
-$1,972.53 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.08%
-$153.57 
CGMU Capital Group Municipal Income ETF
-0.07%
-$9,220.86 
DFNM Dimensional National Municipal Bond ETF
-0.07%
-$399.56 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.07%
-$262.62 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.07%
-$160.57 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.06%
-$160.37 
PHYL PGIM Active High Yield Bond ETF
-0.06%
-$115.36 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.06%
-$2,592.2 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$263.4 
DVY iShares Select Dividend ETF
-0.04%
-$1,405.18 
IWN iShares Russell 2000 Value ETF
-0.04%
-$165.96 
PTRB PGIM Total Return Bond ETF
-0.04%
-$2,773.36 
IEF iShares 7-10 Year Treasury Bond ETF
-0.03%
-$426.33 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.03%
-$3,164.68 
IWD iShares Russell 1000 Value ETF
-0.03%
-$1,060.56 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$570.52 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.02%
-$101.44 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$945.94 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$3,213.47 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$302.92 
CGCB Capital Group Core Bond ETF
-0.02%
-$2,252.3 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.01%
-$99.26 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$145.52 
SPLV Invesco S&P 500 Low Volatility ETF
-0.01%
-$286.08 Events
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Dividends
Dividend Analysis
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| Trades 2877 | Longs Won 2094/2877 72% | Profit Factor 15.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.79M |
| Average Win $215,354.03 | Best Trade (Aug 14) $82.85M | Sharpe Ratio -12.92 |
| Average Loss -$36,040.73 | Worst Trade (Sep 10) -$2.49M | Z-Score 19.47 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2d | Expectancy $146,934.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 98,333 | $19.2M | $32.85M | - | $13.66M | 71.14% | +0.551% |
| ABBV AbbVie Inc. | 13,033 | $2.78M | $3.41M | - | $624,972.56 | 22.46% | +1.698% |
| ABT Abbott Laboratories | 14,844 | $1.43M | $1.53M | - | $98,345.22 | 6.88% | +0.942% |
| ACN Accenture plc Class A | 2,434 | $597,407.54 | $475,725.3 | - | -$121,682.24 | -20.37% | +6.281% |
| ADI Analog Devices, Inc. | 5,291 | $2.01M | $1.91M | - | -$96,792.54 | -4.81% | -4.481% |
| ADV Advantage Solutions Inc. | 29,831 | $672,511.42 | $1.01M | - | $332,754.5 | 49.48% | +1.137% |
| AEE Ameren Corporation | 13,682 | $1.16M | $1.42M | - | $261,023.5 | 22.49% | -0.944% |
| AEP American Electric Power Company, Inc. | 2,895 | $342,397.58 | $354,000.6 | - | $11,603.02 | 3.39% | -0.851% |
| AFL Aflac Inc. | 2,691 | $259,691.81 | $314,927.73 | - | $55,235.92 | 21.27% | +1.518% |
| AJG Arthur J. Gallagher & Co. | 1,287 | $295,474 | $326,260.93 | - | $30,786.93 | 10.42% | +5.486% |
| AMAT Applied Materials, Inc. | 8,188 | $1.36M | $3.49M | - | $2.13M | 156.19% | -6.609% |
| AMD Advanced Micro Devices, Inc. | 3,436 | $834,477.06 | $1.7M | - | $870,294.34 | 104.29% | -3.871% |
| AMGN Amgen Inc. | 2,977 | $934,359.25 | $1.13M | - | $200,622 | 21.47% | +1.034% |
| AMT American Tower Corporation | 1,389 | $227,274 | $245,818.27 | - | $18,544.27 | 8.16% | -0.492% |
| AMZN Amazon.com Inc | 45,646 | $7.86M | $11.58M | - | $3.72M | 47.3% | -1.238% |
| ANET Arista Networks, Inc. | 8,549 | $1.45M | $1.61M | - | $161,924.69 | 11.15% | -5.401% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 159,029 | $4.4M | $4.53M | - | $126,781.2 | 2.88% | -0.158% |
| AON Aon plc | 641 | $212,658 | $198,357.45 | - | -$14,300.55 | -6.72% | +2.233% |
| AOS A. O. Smith Corporation | 16,376 | $1.03M | $941,456.24 | - | -$85,604.76 | -8.33% | +0.174% |
| APAM Artisan Partners Asset Management Inc. | 8,139 | $245,964.15 | $305,782.23 | - | $59,818.08 | 24.32% | -0.897% |
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FAQ
Which stocks have generated the highest profits for Scott Highmark?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $18.08M, Xtrackers MSCI EAFE Hedged Equity ETF - $7.44M, Dimensional US Large Cap Value ETF - $5.58M, Vanguard Growth ETF - $3.75M, and Microsoft Corp - $2.96M. 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: Boeing Company - $1.11M, Advantage Solutions Inc - $775,300, Honeywell International Inc - $441,844.03, Centene Corporation - $368,995.69, and ServiceTitan, Inc - $191,566.7. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott Highmark's portfolio generate?
The portfolio generates substantial dividend income, with a total of $45.95M earned over time. The largest contributors to dividend income include Xtrackers MSCI EAFE Hedged Equity ETF - $6.94M, Dimensional US Large Cap Value ETF - $4.34M, Vanguard Value ETF - $2.29M, Dimensional Emerging Markets Core Equity 2 ETF - $2.14M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $2.03M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott Highmark's monthly returns?
Scott Highmark'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 Scott Highmark's strategy be considered aggressive or moderate?
Scott Highmark'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 Scott Highmark's strategy?
Scott Highmark'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.
