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:
72.38%
Gain -1.28%
Monthly
0.97%
Yearly
12.24%
Drawdown
22.18%
$263.59M
Equity
Holdings
$263.59M
Investment
$201.16M
$89.86M
Profit -$3.13M
Realized
$27.42M
Unrealized
$62.44M
Dividends
$18.58M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.28%
Profit
-$3.13M
Win %
82%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$962,984.37
Win %
82%
This Month
Compared to last month
Gain
-2.88%
Profit
-$7.82M
Win %
82%
This Year
Compared to last year
Gain
12.15%
Profit
$28.56M
Win %
79%
APLD Applied Digital Corporation
+7.37%
+$52,620.5 
MRVL Marvell Technology, Inc.
+5.19%
+$54,115.6 
MU Micron Technology, Inc.
+4.57%
+$185,431.04 
INTC Intel Corporation
+3.8%
+$14,754.07 
AVGO Broadcom Inc.
+2.93%
+$45,070.94 
AMD Advanced Micro Devices, Inc.
+2.76%
+$47,319.09 
GOOG Alphabet Inc
+2.41%
+$49,206.55 
MELI MercadoLibre, Inc.
+2.37%
+$10,573.07 
GOOGL Alphabet Inc
+2.3%
+$25,831.06 
TQQQ ProShares UltraPro QQQ
+2.21%
+$34,568 
GBTC Grayscale Bitcoin Trust ETF
+2.1%
+$4,484.1 
IBIT iShares Bitcoin Trust
+2.05%
+$4,849.95 
AMZN Amazon.com Inc
+2.01%
+$69,888.14 
MSFT Microsoft Corp.
+2%
+$59,512.86 
PLTR Palantir Technologies Inc.
+1.74%
+$30,711.82 
MPC Marathon Petroleum Corporation
+1.66%
+$13,022.52 
GEV GE Vernova Inc.
+1.62%
+$4,245.94 
IBM International Business Machines Corporation
+1.52%
+$4,876.2 
AIS VistaShares Artificial Intelligence Supercycle ETF
+1.45%
+$159,566.4 
ANET Arista Networks, Inc.
+1.43%
+$6,897.42 
CVX Chevron Corporation
+1.39%
+$5,120.82 
WMB The Williams Companies, Inc.
+1.36%
+$7,949.06 
ABEV Ambev S.A.
+1.16%
+$5,777.59 
XOM Exxon Mobil Corporation
+1%
+$19,300.68 
DAR Darling Ingredients Inc.
+0.94%
+$5,720.64 
AMLP Alerian MLP ETF
+0.89%
+$9,769.46 
META Meta Platforms Inc Class A
+0.88%
+$14,755.59 
CDNS Cadence Design Systems, Inc.
+0.72%
+$3,556.32 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.72%
+$13,532.82 
CRWD CrowdStrike Holdings, Inc.
+0.71%
+$14,849.38 
V Visa Inc. Class A
+0.7%
+$9,750.66 
IWF iShares Russell 1000 Growth ETF
+0.69%
+$1,889.08 
GEL Genesis Energy L.P.
+0.61%
+$2,802.96 
NVDA NVIDIA Corporation
+0.6%
+$44,592.22 
VUG Vanguard Growth ETF
+0.52%
+$147,507.36 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.49%
+$2,144.04 
FEMR Fidelity Enhanced Emerging Markets ETF
+0.46%
+$20,870.52 
MA Mastercard Incorporated
+0.4%
+$1,484.83 
AMAT Applied Materials, Inc.
+0.3%
+$4,427.41 
LMT Lockheed Martin Corporation
+0.29%
+$1,080.4 
DUK Duke Energy Corporation
+0.26%
+$1,223.28 
SPY SPDR S&P 500 ETF Trust
+0.23%
+$19,757.04 
MUSA Murphy USA Inc.
+0.22%
+$1,589.24 
MOAT VanEck Morningstar Wide Moat Fund
+0.21%
+$19,272.37 
IWV ISHARES RUSSELL 3000 ETF
+0.2%
+$1,103.87 
VT Vanguard Total World Stock ETF
+0.12%
+$279.36 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$2,360.64 
COF Capital One Financial Corporation
+0.09%
+$293.04 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.06%
+$283.73 
HECA Hedgeye Capital Allocation ETF
+0.04%
+$1,161.78 
WELL Welltower Inc.
+0.04%
+$268.83 
NFGC New Found Gold Corp.
+0.02%
+$5.4 
CGSM Capital Group Short Duration Municipal Income ETF
+0.02%
+$584.67 
RDVY First Trust Rising Dividend Achievers ETF
+0.01%
+$62.64 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,284.99 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$397.57 
46090E107
0%
$0 
75513E105
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XAGG
0%
$0 
INV Innventure Inc.
-4.01%
-$19,398.28 
LXRX Lexicon Pharmaceuticals, Inc.
-3.56%
-$964.75 
AAPL Apple Inc.
-2.84%
-$153,329.77 
TFC Truist Financial Corporation
-2.67%
-$7,644 
DRI Darden Restaurants, Inc.
-2.42%
-$5,796.05 
ALB Albemarle Corporation
-2.25%
-$4,289.44 
GE General Electric Company
-2.2%
-$25,850.85 
TSLA Tesla, Inc.
-2.07%
-$36,491.25 
BA Boeing Company
-2.03%
-$33,242.7 
PLD Prologis Inc.
-1.88%
-$5,308.09 
NFLX Netflix, Inc.
-1.75%
-$6,598.58 
HD The Home Depot, Inc.
-1.61%
-$19,293 
OTF Blue Owl Technology Finance Corp.
-1.58%
-$3,513.12 
ITW Illinois Tool Works Inc.
-1.45%
-$4,262.63 
CAT Caterpillar Inc.
-1.43%
-$40,320.1 
ECL Ecolab Inc.
-1.29%
-$6,932.92 
DRIP Direxion Daily S&P Oil & Gas Exploration & Production Bear 2X Shares
-1.27%
-$1,315.52 
NEE NextEra Energy, Inc.
-0.99%
-$11,997.04 
AEP American Electric Power Company, Inc.
-0.96%
-$3,724.28 
TMC TMC the metals company Inc.
-0.94%
-$1,837.5 
LLY Eli Lilly and Company
-0.91%
-$21,108.53 
JNJ Johnson & Johnson
-0.86%
-$4,763.23 
GS The Goldman Sachs Group, Inc.
-0.83%
-$4,729.38 
PG Procter & Gamble Co
-0.71%
-$6,428.56 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.57%
-$10,218.75 
AXP American Express Company
-0.54%
-$1,698.39 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.54%
-$2,844.6 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$6,094.31 
COST Costco Wholesale Corporation
-0.46%
-$1,028.96 
FVD First Trust Value Line Dividend Index Fund
-0.41%
-$8,460.76 
TT Trane Technologies plc
-0.34%
-$4,329.6 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.34%
-$1,191.85 
JPM JPMorgan Chase & Co.
-0.32%
-$12,306.71 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.31%
-$5,298.81 
FBND Fidelity Total Bond ETF
-0.3%
-$39,874.14 
JCPB JPMorgan Core Plus Bond ETF
-0.29%
-$2,268.14 
AGG iShares Core U.S. Aggregate Bond ETF
-0.28%
-$1,177 
FENI Fidelity Enhanced International ETF
-0.28%
-$29,906.25 
ABBV AbbVie Inc.
-0.27%
-$2,193.71 
FXO First Trust Financials AlphaDEX Fund
-0.27%
-$1,139.38 
XLF Financial Select Sector SPDR Fund
-0.24%
-$654.48 
TIP iShares TIPS Bond ETF
-0.23%
-$949.37 
MDY SPDR S&P MidCap 400 ETF Trust
-0.22%
-$1,461.57 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.22%
-$5,421.75 
LIN Linde plc
-0.17%
-$1,402.44 
CSCO Cisco Systems, Inc.
-0.14%
-$1,803.52 
CGMU Capital Group Municipal Income ETF
-0.13%
-$3,979.01 
PANW Palo Alto Networks, Inc.
-0.12%
-$1,780.63 
EVSD Eaton Vance Short Duration Income Fund
-0.12%
-$5,025.3 
TDG TransDigm Group Inc.
-0.11%
-$531.58 
VYM Vanguard High Dividend Yield ETF
-0.11%
-$652.8 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.1%
-$345.32 
GLD SPDR Gold Shares
-0.1%
-$510.85 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$1,254.15 
VTV Vanguard Value ETF
-0.09%
-$24,833.2 
JPIE JPMorgan Income ETF
-0.09%
-$307.8 
EVIM Eaton Vance Intermediate Municipal Income ETF
-0.07%
-$6,873.51 
EMBX VanEck Emerging Markets Bond ETF
-0.06%
-$132.01 
KO The Coca-Cola Company
-0.05%
-$668.48 
CLOI VanEck CLO ETF
-0.05%
-$145.47 
JEPI JPMorgan Equity Premium Income Fund
-0.04%
-$894 
COWZ Pacer US Cash Cows 100 ETF
-0.04%
-$260.75 
PFF iShares Preferred and Income Securities ETF
-0.02%
-$121.11 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
-0.01%
-$121.61 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1707 | Longs Won 1098/1707 64% | Profit Factor 5.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $379,776.67 |
| Average Win $99,236.72 | Best Trade (Mar 30) $10.15M | Sharpe Ratio -10.48 |
| Average Loss -$31,370.35 | Worst Trade (Jun 30) -$849,536.55 | Z-Score 3.96 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w | Expectancy $52,640.53 |
| 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 | 8,403 | 7,563 | 6,723 | 5,882 | 5,042 | 4,202 | 3,361 | 2,521 | 1,681 | 840 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for John Ledford?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $9.47M, Vanguard Growth ETF - $7.17M, Vanguard Value ETF - $5.08M, NVIDIA Corporation - $2.86M, and Pacer US Cash Cows 100 ETF - $2.31M. 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: First Trust Rising Dividend Achievers ETF - $561,941.84, The Walt Disney Company - $308,141.86, iShares Bitcoin Trust - $266,583.77, Shopify Inc - $245,617.56, and Luminar Technologies, Inc - $231,503.61. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Ledford's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.58M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $1.85M, iShares 20+ Year Treasury Bond BuyWrite Fund - $1.68M, JPMorgan Nasdaq Equity Premium Income ETF - $1.62M, JPMorgan Equity Premium Income Fund - $1.04M, and iShares Treasury Floating Rate Bond ETF - $808,059.27. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Ledford's monthly returns?
John Ledford'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 John Ledford's strategy be considered aggressive or moderate?
John Ledford'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 John Ledford's strategy?
John Ledford's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
