Daniel Cesta Portfolio
Invests via Pinnacle Wealth Management Group Inc. | Managed by Daniel A. Cesta, Eddison C. Millington II, Kendra A. McKinney
Invests via Pinnacle Wealth Management Group Inc.
Managed by Daniel A. Cesta, Eddison C. Millington II, Kendra A. McKinney
Automatically Tracked
Daniel Cesta Profile
With a diverse career path spanning various sectors, Daniel Cesta has established himself as a prominent operating executive in technology-driven enterprises. His leadership has significantly influenced the growth trajectories of multiple organizations by leveraging innovative strategies and fostering agile operational frameworks. Known for his ability to navigate complex business environments, he possesses deep expertise in scaling operations while enhancing customer experiences. Drawing on an academic foundation in engineering, he consistently drives transformation initiatives that resonate within competitive markets, demonstrating remarkable adaptability and vision.
With a diverse career path spanning various sectors, Daniel Cesta has established himself as a prominent operating executive in technology-driven enterprises. His leadership has significantly influenced the growth trajectories of multiple organizations by leveraging innovative strategies and fostering agile operational frameworks. Known for his ability to navigate complex business environments, he possesses deep expertise in scaling operations while enhancing customer experiences. Drawing on an academic foundation in engineering, he consistently drives transformation initiatives that resonate within competitive markets, demonstrating remarkable adaptability and vision.
Investment Philosophy & Strategy
Opportunity recognition is at the core of Daniel Cesta's investment approach, shaped by his extensive operational experience in technology sectors. He emphasizes strategic investments that align with transformative potential and scalability, drawing on insights gained from leadership roles across various organizations. This proactive mindset allows him to identify high-growth opportunities amidst evolving market dynamics. By prioritizing innovation and customer-centric solutions, he seeks to drive value creation while effectively managing risk in a rapidly changing landscape.
Opportunity recognition is at the core of Daniel Cesta's investment approach, shaped by his extensive operational experience in technology sectors. He emphasizes strategic investments that align with transformative potential and scalability, drawing on insights gained from leadership roles across various organizations. This proactive mindset allows him to identify high-growth opportunities amidst evolving market dynamics. By prioritizing innovation and customer-centric solutions, he seeks to drive value creation while effectively managing risk in a rapidly changing landscape.
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:
40.59%
Gain -0.81%
Monthly
0.53%
Yearly
6.6%
Drawdown
13.49%
$210.94M
Equity
Holdings
$210.94M
Investment
$174.52M
$43.07M
Profit -$1.28M
Realized
$6.65M
Unrealized
$36.42M
Dividends
$14.23M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.81%
Profit
-$1.28M
Win %
78%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$312,753.42
Win %
78%
This Month
Compared to last month
Gain
-1.09%
Profit
-$2.32M
Win %
78%
This Year
Compared to last year
Gain
-1.09%
Profit
-$2.33M
Win %
77%
SNDK SanDisk Corporation
+4.86%
+$16,008.84 
AMD Advanced Micro Devices, Inc.
+2.52%
+$12,480 
GOOG Alphabet Inc
+1.79%
+$21,424.47 
MSFT Microsoft Corp.
+1.75%
+$86,724.43 
GOOGL Alphabet Inc
+1.67%
+$25,640.12 
CVX Chevron Corporation
+1.4%
+$4,208 
ABT Abbott Laboratories
+1.32%
+$3,049.69 
AMZN Amazon.com Inc
+1.31%
+$19,378.44 
GEV GE Vernova Inc.
+1.25%
+$2,751.84 
TMUS T-Mobile US, Inc.
+1.05%
+$6,669.65 
XOM Exxon Mobil Corporation
+0.98%
+$3,201.12 
ODV Osisko Development Corp.
+0.89%
+$4,801.62 
V Visa Inc. Class A
+0.83%
+$11,624.58 
QQQ Invesco QQQ Trust, Series 1
+0.58%
+$35,526.86 
EWZ iShares MSCI Brazil ETF
+0.58%
+$2,831.05 
KT KT Corporation
+0.57%
+$2,485 
NOK Nokia Corporation Sponsored ADR
+0.54%
+$990 
DUK Duke Energy Corporation
+0.39%
+$1,983.52 
UTG Reaves Utility Income Fund
+0.33%
+$695.5 
B BARRICK MINING CORP Common Stock (ABR0)
+0.26%
+$693 
QFLR Innovator Nasdaq-100 Managed Floor ETF
+0.24%
+$21,102.43 
WELL Welltower Inc.
+0.23%
+$1,839.04 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.23%
+$688.5 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.21%
+$1,365.15 
NVDA NVIDIA Corporation
+0.2%
+$776.97 
BSEP Innovator U.S. Equity Buffer ETF
+0.19%
+$1,403 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.19%
+$8,806.48 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.19%
+$2,950.64 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.18%
+$3,660.1 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.18%
+$2,640.35 
NEM Newmont Corporation
+0.18%
+$686.56 
BEPC Brookfield Renewable Corporation
+0.18%
+$759.54 
BAUG Innovator U.S. Equity Buffer ETF
+0.17%
+$798.18 
DDFO Innovator Equity Dual Directional 15 Buffer ETF – October
+0.15%
+$326.2 
FNOV FT Vest US Equity Buffer ETF
+0.14%
+$563.1 
C Citigroup Inc.
+0.12%
+$271.84 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.12%
+$1,084.87 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.12%
+$1,590 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.11%
+$1,017.5 
GNOV FT Vest US Equity Moderate B Fund
+0.1%
+$4,131.87 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.1%
+$543.68 
DDFL Innovator Equity Dual Directional 15 Buffer ETF - July
+0.1%
+$277.86 
JAJL Innovator EDP ETF - 6M January/July
+0.1%
+$310.5 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.1%
+$1,421.58 
VOO Vanguard S&P 500 ETF
+0.09%
+$303.6 
BRK-A Berkshire Hathaway Inc.
+0.08%
+$612.66 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.08%
+$2,651.54 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.08%
+$549.92 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.07%
+$365.4 
BJUN Innovator U.S. Equity Buffer ETF - June
+0.07%
+$145.25 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.07%
+$422.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.07%
+$1,130.8 
BNOV FGCI Inc.
+0.06%
+$159.75 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.06%
+$360.33 
ZAUG Innovator Equity Protector ETF - August Series
+0.05%
+$246.15 
VO Vanguard Mid-Cap ETF
+0.02%
+$1,472.31 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$81.36 
BDEC Innovator U.S. Equity Buffer ETF
+0.01%
+$58.5 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-3.35%
-$15,634.08 
AAPL Apple Inc.
-2.68%
-$96,767.29 
VMC Vulcan Materials Company
-2.41%
-$4,858 
BA Boeing Company
-2.12%
-$14,822.16 
PEP PepsiCo, Inc.
-1.98%
-$17,680.06 
COLD Americold Realty Trust
-1.95%
-$5,370.75 
MS Morgan Stanley
-1.94%
-$121,611.91 
NXT Nextracker Inc.
-1.82%
-$12,394.84 
MDLZ Mondelez International, Inc.
-1.8%
-$4,950 
DTE DTE Energy Company
-1.36%
-$6,340.78 
LLY Eli Lilly and Company
-1.36%
-$5,619.51 
WMT Walmart Inc.
-1.34%
-$3,740.85 
ECL Ecolab Inc.
-1.3%
-$4,457.12 
CDE Coeur Mining, Inc.
-1.29%
-$24,559.12 
CMS CMS Energy Corporation
-1.2%
-$3,823.6 
AMT American Tower Corporation
-1.11%
-$2,403.37 
JNJ Johnson & Johnson
-1.07%
-$6,544.32 
NEE NextEra Energy, Inc.
-0.99%
-$7,052.32 
GS The Goldman Sachs Group, Inc.
-0.93%
-$3,482.5 
KBWB Invesco KBW Bank ETF
-0.88%
-$32,869.5 
BAC Bank of America Corporation
-0.84%
-$1,845.76 
PHO Invesco Water Resources ETF
-0.83%
-$2,012.5 
RSG Republic Services, Inc.
-0.83%
-$9,318.45 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.82%
-$26,597.64 
AEE Ameren Corporation
-0.81%
-$3,560.4 
PAVE Global X U.S. Infrastructure Development ETF
-0.8%
-$4,311 
LH Labcorp Holdings Inc.
-0.7%
-$1,470.32 
BIPC Brookfield Infrastructure Partners L.P.
-0.7%
-$4,223.41 
DTM Dt Midstream Inc.
-0.67%
-$2,684.18 
VKTX Viking Therapeutics Inc.
-0.64%
-$2,265.08 
SO The Southern Company
-0.62%
-$3,011.36 
SPLV Invesco S&P 500 Low Volatility ETF
-0.61%
-$33,710.28 
VPU Vanguard Utilities ETF
-0.56%
-$18,199.73 
PG Procter & Gamble Co
-0.53%
-$2,829.6 
PPTA Perpetua Resources Corp.
-0.53%
-$4,761.9 
ABBV AbbVie Inc.
-0.52%
-$6,276.27 
XLV Health Care Select Sector SPDR Fund
-0.48%
-$15,181.92 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.45%
-$914.75 
SDY SPDR S&P Dividend ETF
-0.43%
-$1,252.19 
SKE Skeena Resources Ltd.
-0.42%
-$6,463.48 
MSI Motorola Solutions, Inc.
-0.41%
-$1,052.6 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.41%
-$2,070.36 
IEF iShares 7-10 Year Treasury Bond ETF
-0.41%
-$2,563.48 
UITB VictoryShares Core Intermediate Bond ETF
-0.33%
-$23,938.2 
JPM JPMorgan Chase & Co.
-0.32%
-$11,932.8 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.31%
-$23,005.41 
SCHD Schwab U.S. Dividend Equity ETF
-0.27%
-$1,380.69 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.27%
-$571.19 
VZ Verizon Communications Inc.
-0.26%
-$2,951.59 
QUAL iShares MSCI USA Quality Factor ETF
-0.26%
-$922.72 
GDX VanEck Gold Miners ETF
-0.24%
-$14,771.13 
IWD iShares Russell 1000 Value ETF
-0.23%
-$846.22 
DDTL Innovator Equity Dual Directional 10 Buffer ETF - July
-0.23%
-$4,064.25 
IWM iShares Russell 2000 ETF
-0.16%
-$10,539.48 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$8,066.64 
VTV Vanguard Value ETF
-0.12%
-$309.15 
ISEP Innovator International Developed Power Buffer ETF – September
-0.12%
-$235.41 
IXUS iShares Core International Stock ETF
-0.11%
-$515 
AGI Alamos Gold Inc.
-0.11%
-$2,334.42 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.09%
-$10,091.1 
IFEB Innovator International Developed Power Buffer ETF - February
-0.08%
-$159.54 
SHY iShares 1-3 Year Treasury Bond ETF
-0.07%
-$366.96 
USTB VictoryShares Short-Term Bond ETF
-0.07%
-$6,319.6 
ADP Automatic Data Processing Inc.
-0.06%
-$233.74 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$607.75 
SFLR Innovator Equity Managed Floor ETF
-0.03%
-$2,474.51 
AEM Agnico Eagle Mines Limited
-0.01%
-$550.46 Events
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Dividends
Dividend Analysis
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| Trades 1714 | Longs Won 1028/1714 59% | Profit Factor 3.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $157,912 |
| Average Win $58,779.98 | Best Trade (Jul 19) $3.27M | Sharpe Ratio -12.51 |
| Average Loss -$25,305.83 | Worst Trade (Sep 29) -$638,376 | Z-Score 3.55 (99.96%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 6d | Expectancy $25,126.03 |
| 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 | 8,333 | 7,500 | 6,667 | 5,833 | 5,000 | 4,167 | 3,333 | 2,500 | 1,667 | 833 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Daniel Cesta?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $2.4M, Invesco QQQ Trust, Series 1 - $2.17M, iShares Russell 1000 Value ETF - $1.1M, Global X U.S. Infrastructure Development ETF - $988,160.22, and Microsoft Corp - $905,371.5. 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: Alibaba Group Holding Limited SP ADR - $1.09M, United Parcel Service, Inc - $979,620.55, Invesco FTSE RAFI US 1500 Small-Mid ETF - $812,923.01, PayPal Holdings Inc - $627,064.27, and Crown Castle Inc - $426,499.21. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel Cesta's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.23M earned over time. The largest contributors to dividend income include iShares 0-5 Year TIPS Bond ETF - $1.24M, VictoryShares Short-Term Bond ETF - $634,441.87, VictoryShares Core Intermediate Bond ETF - $590,512.21, Vanguard Mortgage-Backed Securities Fund - $577,167.9, and US Treasury 3 Month Bill ETF - $566,876.13. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel Cesta's monthly returns?
Daniel Cesta's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Daniel Cesta's strategy be considered aggressive or moderate?
Daniel Cesta's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Daniel Cesta's strategy?
Daniel Cesta's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
