JL
John Ledford Portfolio
Invests via FWG Holdings LLC | Managed by John Ledford, Cole Linquist
Invests via FWG Holdings LLC
Managed by John Ledford, Cole Linquist
Automatically Tracked
John Ledford Profile
With a rich background in technology and finance, John Ledford has emerged as a dynamic figure in the entrepreneurial landscape. His career reflects a unique blend of operational leadership and strategic innovation across several startups. As an investor-operator, he leverages extensive experience to build companies that drive growth while responding agilely to market demands. His ability to identify opportunities within evolving industries sets him apart as a thought leader capable of guiding emerging enterprises through their formative stages. Committed to fostering new talent, his focus on mentorship within the tech space underscores his influence on the next generation of innovators.
With a rich background in technology and finance, John Ledford has emerged as a dynamic figure in the entrepreneurial landscape. His career reflects a unique blend of operational leadership and strategic innovation across several startups. As an investor-operator, he leverages extensive experience to build companies that drive growth while responding agilely to market demands. His ability to identify opportunities within evolving industries sets him apart as a thought leader capable of guiding emerging enterprises through their formative stages. Committed to fostering new talent, his focus on mentorship within the tech space underscores his influence on the next generation of innovators.
Investment Philosophy & Strategy
In the fast-evolving tech landscape, John Ledford excels at recognizing transformative potential. His investment strategy is rooted in entrepreneurial principles, aiming to nurture innovation within startups that demonstrate scalability and market demand. With a keen eye for operational improvement, he actively seeks out disruptive opportunities while fostering a culture of agility and adaptability in emerging enterprises. Through hands-on involvement, he ensures that investments are not just financially sound but also strategically aligned with long-term growth prospects. This focus positions him as a guiding force for new ventures aspiring to navigate complex market dynamics successfully.
In the fast-evolving tech landscape, John Ledford excels at recognizing transformative potential. His investment strategy is rooted in entrepreneurial principles, aiming to nurture innovation within startups that demonstrate scalability and market demand. With a keen eye for operational improvement, he actively seeks out disruptive opportunities while fostering a culture of agility and adaptability in emerging enterprises. Through hands-on involvement, he ensures that investments are not just financially sound but also strategically aligned with long-term growth prospects. This focus positions him as a guiding force for new ventures aspiring to navigate complex market dynamics successfully.
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:
41.46%
Gain -0.36%
Monthly
0.58%
Yearly
7.13%
Drawdown
14.81%
$266.93M
Equity
Holdings
$266.93M
Investment
$202.06M
$92.81M
Profit -$1.12M
Realized
$27.94M
Unrealized
$64.87M
Dividends
$17.97M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.36%
Profit
-$1.12M
Win %
82%
This Week
Compared To Last Week
Gain
-1.09%
Profit
-$2.94M
Win %
82%
This Month
Compared to last month
Gain
-1.27%
Profit
-$3.43M
Win %
82%
This Year
Compared to last year
Gain
-7.97%
Profit
-$11.28M
Win %
79%
ALB Albemarle Corporation
+3.96%
+$9,942.99 
APLD Applied Digital Corporation
+3.25%
+$37,388.25 
AMD Advanced Micro Devices, Inc.
+2.51%
+$42,338.16 
ANET Arista Networks, Inc.
+2.32%
+$10,389.06 
GS The Goldman Sachs Group, Inc.
+1.79%
+$9,918.9 
V Visa Inc. Class A
+1.45%
+$17,989.28 
TFC Truist Financial Corporation
+1.19%
+$3,303.3 
MPC Marathon Petroleum Corporation
+1.19%
+$7,805.97 
WELL Welltower Inc.
+1.15%
+$7,213.6 
GEV GE Vernova Inc.
+1.05%
+$2,348.97 
PLD Prologis Inc.
+0.98%
+$2,720.16 
ABBV AbbVie Inc.
+0.97%
+$7,032.68 
JPM JPMorgan Chase & Co.
+0.94%
+$33,672.22 
INTC Intel Corporation
+0.8%
+$3,841.78 
AXP American Express Company
+0.79%
+$2,200 
PG Procter & Gamble Co
+0.77%
+$6,879.16 
XLF Financial Select Sector SPDR Fund
+0.72%
+$1,842.24 
MA Mastercard Incorporated
+0.7%
+$2,318.76 
LIN Linde plc
+0.66%
+$5,513.04 
ABEV Ambev S.A.
+0.62%
+$3,301.48 
COF Capital One Financial Corporation
+0.54%
+$1,595.44 
DUK Duke Energy Corporation
+0.53%
+$2,507.34 
FXO First Trust Financials AlphaDEX Fund
+0.53%
+$2,107.52 
XOM Exxon Mobil Corporation
+0.52%
+$9,911.16 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.37%
+$1,965.36 
CVX Chevron Corporation
+0.37%
+$1,353.78 
TMC TMC the metals company Inc.
+0.36%
+$976.5 
HD The Home Depot, Inc.
+0.34%
+$3,894 
CAT Caterpillar Inc.
+0.32%
+$9,120 
LXRX Lexicon Pharmaceuticals, Inc.
+0.27%
+$56.75 
FVD First Trust Value Line Dividend Index Fund
+0.25%
+$4,952.64 
ITW Illinois Tool Works Inc.
+0.2%
+$531.5 
DRI Darden Restaurants, Inc.
+0.19%
+$494.05 
JNJ Johnson & Johnson
+0.19%
+$1,000.5 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.19%
+$4,590.39 
NEE NextEra Energy, Inc.
+0.15%
+$1,704.12 
VYM Vanguard High Dividend Yield ETF
+0.14%
+$883.2 
FYX First Trust Small Cap Core AlphaDEX Fund
+0.14%
+$432.86 
VTV Vanguard Value ETF
+0.1%
+$27,316.52 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.08%
+$1,345.21 
COST Costco Wholesale Corporation
+0.06%
+$132.16 
ENB Enbridge Inc.
+0.05%
+$281.25 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$3,590.4 
MDY SPDR S&P MidCap 400 ETF Trust
+0.03%
+$189.2 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$803.1 
46090E107
0%
$0 
75513E105
0%
$0 
CLOI VanEck CLO ETF
0%
$0 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
0%
$0 
XAGG
0%
$0 
GEL Genesis Energy L.P.
-4.98%
-$24,292.32 
ASML ASML Holding N.V. New York Registry Shares
-2.99%
-$40,108.11 
MU Micron Technology, Inc.
-2.75%
-$130,855.97 
AMZN Amazon.com Inc
-2.56%
-$87,114.09 
PLTR Palantir Technologies Inc.
-2.31%
-$40,371.72 
TQQQ ProShares UltraPro QQQ
-2.2%
-$38,741.68 
IBM International Business Machines Corporation
-2.06%
-$8,544.31 
MRVL Marvell Technology, Inc.
-1.98%
-$30,647.1 
TDG TransDigm Group Inc.
-1.95%
-$9,494.36 
MSFT Microsoft Corp.
-1.58%
-$46,695.27 
MELI MercadoLibre, Inc.
-1.56%
-$6,164.76 
AIS VistaShares Artificial Intelligence Supercycle ETF
-1.53%
-$194,471.55 
CDNS Cadence Design Systems, Inc.
-1.46%
-$8,347.68 
AVGO Broadcom Inc.
-1.43%
-$22,971.58 
AMAT Applied Materials, Inc.
-1.3%
-$20,225.12 
PANW Palo Alto Networks, Inc.
-1.3%
-$15,073.24 
INV Innventure Inc.
-1.27%
-$10,431.97 
BA Boeing Company
-1.22%
-$20,633.4 
NFLX Netflix, Inc.
-1.11%
-$4,928.4 
AAPL Apple Inc.
-1.09%
-$52,187.11 
TSLA Tesla, Inc.
-1.02%
-$18,916.25 
LMT Lockheed Martin Corporation
-1%
-$4,077.4 
LLY Eli Lilly and Company
-0.99%
-$22,576.2 
NFGC New Found Gold Corp.
-0.97%
-$270 
IBIT iShares Bitcoin Trust
-0.88%
-$2,074.09 
CRWD CrowdStrike Holdings, Inc.
-0.79%
-$14,150.89 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-0.77%
-$11,459.98 
IWF iShares Russell 1000 Growth ETF
-0.74%
-$2,048.4 
GBTC Grayscale Bitcoin Trust ETF
-0.73%
-$1,544.76 
DRIP Direxion Daily S&P Oil & Gas Exploration & Production Bear 2X Shares
-0.72%
-$829.61 
DAR Darling Ingredients Inc.
-0.71%
-$3,926.88 
TT Trane Technologies plc
-0.69%
-$8,659.2 
VUG Vanguard Growth ETF
-0.69%
-$197,793.96 
GE General Electric Company
-0.69%
-$7,708.14 
OTF Blue Owl Technology Finance Corp.
-0.64%
-$1,536.99 
META Meta Platforms Inc Class A
-0.58%
-$8,550.96 
FENI Fidelity Enhanced International ETF
-0.54%
-$58,453.12 
GOOG Alphabet Inc
-0.52%
-$11,019.97 
GLD SPDR Gold Shares
-0.51%
-$2,767.05 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.5%
-$9,666.3 
MUSA Murphy USA Inc.
-0.49%
-$3,641.02 
CSCO Cisco Systems, Inc.
-0.48%
-$6,537.76 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
-0.47%
-$41,114.4 
VT Vanguard Total World Stock ETF
-0.44%
-$1,055.36 
GOOGL Alphabet Inc
-0.39%
-$4,486.02 
PFF iShares Preferred and Income Securities ETF
-0.39%
-$2,906.64 
NVDA NVIDIA Corporation
-0.37%
-$27,778.76 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.36%
-$1,256.86 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$29,282.4 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.29%
-$5,313.75 
IWV ISHARES RUSSELL 3000 ETF
-0.28%
-$1,533.52 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,091.4 
FBND Fidelity Total Bond ETF
-0.25%
-$33,966.86 
JCPB JPMorgan Core Plus Bond ETF
-0.23%
-$1,848.11 
RDVY First Trust Rising Dividend Achievers ETF
-0.23%
-$1,127.52 
CGMU Capital Group Municipal Income ETF
-0.22%
-$6,821.16 
BRK-B Berkshire Hathaway Inc.
-0.21%
-$5,114.72 
ECL Ecolab Inc.
-0.21%
-$1,099.84 
WMB The Williams Companies, Inc.
-0.21%
-$1,198.35 
EVIM Eaton Vance Intermediate Municipal Income ETF
-0.21%
-$21,602.46 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.2%
-$882.84 
EMBX VanEck Emerging Markets Bond ETF
-0.17%
-$366.69 
TIP iShares TIPS Bond ETF
-0.15%
-$639.37 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.14%
-$725.08 
KO The Coca-Cola Company
-0.14%
-$1,921.88 
EVSD Eaton Vance Short Duration Income Fund
-0.12%
-$5,025.3 
AEP American Electric Power Company, Inc.
-0.12%
-$438.15 
COWZ Pacer US Cash Cows 100 ETF
-0.11%
-$730.1 
JEPI JPMorgan Equity Premium Income Fund
-0.1%
-$1,966.8 
CGSM Capital Group Short Duration Municipal Income ETF
-0.1%
-$2,923.35 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$1,254.15 
FEMR Fidelity Enhanced Emerging Markets ETF
-0.06%
-$3,046.01 
HECA Hedgeye Capital Allocation ETF
-0.06%
-$1,742.67 
JPIE JPMorgan Income ETF
-0.05%
-$192.37 
AMLP Alerian MLP ETF
-0.02%
-$203.53 Events
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Dividends
Dividend Analysis
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| Trades 1707 | Longs Won 1100/1707 64% | Profit Factor 6.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $386,460.44 |
| Average Win $100,764.1 | Best Trade (Mar 30) $10.15M | Sharpe Ratio -9.66 |
| Average Loss -$29,704.76 | Worst Trade (Jun 30) -$849,536.55 | Z-Score 8.41 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 4w | Expectancy $54,370.08 |
| 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 | 9,009 | 8,108 | 7,207 | 6,306 | 5,405 | 4,505 | 3,604 | 2,703 | 1,802 | 901 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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