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
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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:
87.91%
Gain +0.09%
Monthly
0.94%
Yearly
11.86%
Drawdown
22.02%
$284.47M
Equity
Holdings
$284.47M
Investment
$226.75M
$90.23M
Profit +$329,705.31
Realized
$32.51M
Unrealized
$57.72M
Dividends
$19.68M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.09%
Profit
$329,705.31
Win %
78%
This Week
Compared To Last Week
Gain
0.37%
Profit
$1.06M
Win %
78%
This Month
Compared to last month
Gain
-0.44%
Profit
-$1.25M
Win %
78%
This Year
Compared to last year
Gain
0.1%
Profit
$277,076.79
Win %
76%
PANW Palo Alto Networks, Inc.
+6.68%
+$90,026.83 
CRWD CrowdStrike Holdings, Inc.
+5.9%
+$565,643.52 
FTNT Fortinet, Inc.
+3.56%
+$13,899 
MU Micron Technology Inc.
+3.46%
+$123,364.84 
MRVL Marvell Technology Inc.
+3.03%
+$27,628.37 
AMD Advanced Micro Devices Inc.
+2.57%
+$35,796.18 
ANET Arista Networks Inc.
+2.53%
+$12,481.93 
XOM ExxonMobil Holdings Corporation
+2.52%
+$57,558.47 
CVX Chevron Corporation
+2.44%
+$11,102.16 
NFGC New Found Gold Corp.
+2.23%
+$630 
CDNS Cadence Design Systems, Inc.
+2.11%
+$9,546.09 
SNDK Sandisk Corp.
+2.02%
+$7,884.85 
AMAT Applied Materials Inc.
+1.97%
+$20,165.95 
INTC Intel Corporation
+1.94%
+$6,732.96 
MLPX Global X MLP & Energy Infrastructure ETF
+1.73%
+$3,509.1 
WMB The Williams Companies, Inc.
+1.42%
+$8,645 
AMLP Alerian MLP ETF
+1.36%
+$14,276.68 
MUSA Murphy USA Inc.
+1.27%
+$7,740.2 
CSCO Cisco Systems, Inc.
+1.24%
+$10,158.2 
AVGO Broadcom Inc.
+1.16%
+$14,216.6 
MSFT Microsoft Corporation Common Stock
+0.87%
+$36,238.32 
DAR Darling Ingredients Inc.
+0.84%
+$4,795.41 
LMT Lockheed Martin Corporation
+0.71%
+$3,030.52 
ASML ASML Holding N.V. NY Registered Shares
+0.67%
+$7,039.06 
QQQ Invesco QQQ Trust, Series 1
+0.57%
+$108,763.56 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.51%
+$8,784.3 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.51%
+$14,406.48 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.49%
+$15,466.8 
IBIT iShares Bitcoin Trust ETF
+0.39%
+$1,230.11 
NVDA NVIDIA Corporation
+0.37%
+$27,592.93 
MPC Marathon Petroleum Corp.
+0.32%
+$3,688.43 
FEMR Fidelity Enhanced Emerging Markets ETF
+0.28%
+$13,733.3 
HECA Hedgeye Capital Allocation ETF
+0.25%
+$767.38 
WELL Welltower Inc.
+0.18%
+$1,334.37 
IWF iShares Russell 1000 Growth ETF
+0.17%
+$477.54 
RAAX VanEck Real Assets ETF
+0.15%
+$4,281.42 
VUG Vanguard Morningstar Growth ETF
+0.11%
+$34,301.08 
CLOI VanEck CLO ETF
+0.05%
+$145.47 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$1,347.8 
EVIM Eaton Vance Intermediate Municipal Income ETF
+0.04%
+$4,395.4 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$271.57 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AIS VistaShares Artificial Intelligence Supercycle ETF
0%
$0 
INV Innventure, Inc.
-7.32%
-$3,506.06 
TDG TransDigm Group Inc.
-3.9%
-$17,670.47 
AXP American Express Company
-2.87%
-$8,508.51 
HD The Home Depot, Inc.
-2.72%
-$30,899.88 
BRK-B Berkshire Hathaway Inc.
-2.67%
-$69,435.3 
APLD Applied Digital Corporation
-2.54%
-$13,432.08 
GE General Electric Company
-2.27%
-$20,992.32 
CAT Caterpillar Inc.
-2.26%
-$43,570.35 
DRI Darden Restaurants, Inc.
-2.24%
-$5,848.87 
KO The Coca-Cola Company
-2.02%
-$20,537.13 
PG The Procter & Gamble Company
-1.81%
-$4,154.16 
LLY Eli Lilly and Company
-1.79%
-$42,941.97 
UNP Union Pacific Corp.
-1.7%
-$12,290.73 
VZ Verizon Communications Inc.
-1.67%
-$10,608.5 
MA Mastercard Inc. Class A Common Stock
-1.6%
-$6,649.1 
RTX RTX Corporation
-1.56%
-$16,036 
ABEV Ambev S.A. ADR
-1.35%
-$7,443.09 
JPM JPMorgan Chase & Co.
-1.34%
-$51,796.08 
V Visa Inc. Class A
-1.26%
-$18,627.98 
ITW Illinois Tool Works Inc.
-1.09%
-$3,271.03 
XLF State Street Financial Select Sector SPDR ETF
-1.06%
-$3,924 
ECL Ecolab Inc.
-1.03%
-$6,231.98 
FXO First Trust Financials AlphaDEX Fund
-1%
-$4,280.9 
RDVY First Trust Rising Dividend Achievers ETF
-0.99%
-$4,066.92 
FVD First Trust Value Line Dividend Index Fund
-0.99%
-$22,372 
RDVI FT Vest Rising Dividend Achievers Target Income ETF
-0.98%
-$18,731.9 
GS The Goldman Sachs Group, Inc.
-0.97%
-$2,450.78 
BA The Boeing Company
-0.96%
-$14,003.97 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-0.96%
-$16,667.51 
OTF Blue Owl Technology Finance Corp.
-0.93%
-$2,818.01 
MOAT VanEck Morningstar Wide Moat ETF
-0.92%
-$9,457.76 
COST Costco Wholesale Corp
-0.92%
-$2,278.96 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.91%
-$5,017.81 
COF Capital One Financial Corp.
-0.9%
-$3,023.14 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.89%
-$3,116.05 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.86%
-$60,606.7 
AEP American Electric Power Company, Inc.
-0.81%
-$3,123.86 
COWZ Pacer US Cash Cows 100 ETF
-0.77%
-$5,675.43 
PM Philip Morris International Inc.
-0.74%
-$5,808.02 
DUK Duke Energy Corporation
-0.71%
-$3,495.03 
FENI Fidelity Enhanced International ETF
-0.71%
-$84,844.48 XAGG
XAGG
-0.68%
-$41.38 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.65%
-$1,901.1 
GLD SPDR Gold Shares
-0.63%
-$2,257.36 
AMZN Amazon.com Inc
-0.58%
-$20,587.1 
NEE NextEra Energy Inc.
-0.57%
-$7,110.31 
VYMI Vanguard International High Dividend Yield ETF
-0.56%
-$1,637.61 
RSP Invesco S&P 500 Equal Weight ETF
-0.55%
-$2,228.82 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.55%
-$12,743.37 
VTV Vanguard Morningstar Value ETF
-0.52%
-$169,771.68 
TT Trane Technologies plc
-0.52%
-$6,262.38 
VYM Vanguard High Dividend Yield ETF
-0.49%
-$3,049.79 
UNH UnitedHealth Group Inc.
-0.43%
-$2,829.92 
ABBV AbbVie Inc.
-0.4%
-$3,590.3 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.4%
-$2,293.36 
GEV GE Vernova Inc.
-0.39%
-$865.07 
IJR iShares Core S&P Small-Cap ETF
-0.37%
-$1,117.39 
IWM iShares Russell 2000 ETF
-0.33%
-$703.81 
META Meta Platforms Inc Class A
-0.24%
-$3,447.16 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.23%
-$471.03 
IWV iShares Russell 3000 ETF
-0.22%
-$1,599.8 
FBND Fidelity Total Bond ETF
-0.19%
-$21,400.37 
AGG iShares Core U.S. Aggregate Bond ETF
-0.18%
-$754.25 
TSLA Tesla, Inc.
-0.18%
-$2,642.01 
JCPB JPMorgan Core Plus Bond ETF
-0.18%
-$1,359.2 
AAPL Apple Inc.
-0.17%
-$10,283.99 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.17%
-$904.35 
GOOGL Alphabet Inc
-0.17%
-$1,824.9 
EMBX VanEck Emerging Markets Bond ETF
-0.16%
-$398.4 
LIN Linde plc
-0.15%
-$1,104.47 
FLRT Pacer Aristotle Pacific Floating Rate High Income ETF
-0.15%
-$1,924.58 
SPY State Street SPDR S&P 500 ETF Trust
-0.14%
-$12,244.16 
GOOG Alphabet Inc
-0.13%
-$2,327.16 
JHPI John Hancock Preferred Income ETF
-0.12%
-$833.25 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$825.83 
JPIE JPMorgan Income ETF
-0.09%
-$307.4 
IBM International Business Machines Corporation
-0.07%
-$730.36 
TLTW iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
-0.07%
-$4,706.93 
EVSD Eaton Vance Short Duration Income ETF
-0.04%
-$1,290.78 
TFC Truist Financial Corporation
-0.03%
-$83.53 
CGSM Capital Group Short Duration Municipal Income ETF
-0.02%
-$659.94 
CGMU Capital Group Municipal Income ETF
-0.02%
-$641.21 Events
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Dividends
Dividend Analysis
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| Trades 1828 | Longs Won 1173/1828 64% | Profit Factor 4.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $364,602.28 |
| Average Win $96,393.37 | Best Trade (Mar 30) $10.15M | Sharpe Ratio -10.39 |
| Average Loss -$34,871.73 | Worst Trade (Jun 30) -$849,536.55 | Z-Score 2.18 (97.09%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 6d | Expectancy $49,359.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,130 | 7,317 | 6,504 | 5,691 | 4,878 | 4,065 | 3,252 | 2,439 | 1,626 | 813 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,859 | $2.6M | $5.86M | - | $3.26M | 125.75% | -0.175% |
| ABBV AbbVie Inc. | 3,122 | $656,170.04 | $886,772.88 | - | $230,602.84 | 35.14% | -0.403% |
| ABEV Ambev S.A. ADR | 165,402 | $483,046 | $544,172.58 | - | $61,126.58 | 12.65% | -1.349% |
| AEP American Electric Power Company, Inc. | 2,961 | $271,239.2 | $383,701.18 | - | $112,461.98 | 41.46% | -0.808% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,310 | $428,095.14 | $413,522.95 | - | -$14,572.19 | -3.4% | -0.182% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 110,584 | $4,845.79 | $7,440.06 | - | $2,594.27 | 53.54% | 0.0 |
| AMAT Applied Materials Inc. | 2,729 | $635,386.29 | $1.05M | - | $409,737.48 | 64.49% | +1.967% |
| AMD Advanced Micro Devices Inc. | 2,743 | $514,709.55 | $1.43M | - | $914,338.59 | 177.64% | +2.569% |
| AMLP Alerian MLP ETF | 20,108 | $970,832.75 | $1.07M | - | $96,499.89 | 9.94% | +1.356% |
| AMZN Amazon.com Inc | 14,198 | $2.3M | $3.53M | - | $1.23M | 53.52% | -0.579% |
| ANET Arista Networks Inc. | 2,886 | $296,888.34 | $506,189.97 | - | $209,301.63 | 70.5% | +2.528% |
| APLD Applied Digital Corporation | 27,695 | $635,323.3 | $515,265.47 | - | -$120,057.83 | -18.9% | -2.541% |
| ASML ASML Holding N.V. NY Registered Shares | 678 | $895,522.74 | $1.07M | - | $169,562.44 | 18.93% | +0.665% |
| AVGO Broadcom Inc. | 3,781 | $614,955.55 | $1.24M | - | $621,431.45 | 101.05% | +1.163% |
| AXP American Express Company | 910 | $213,843.59 | $287,396.2 | - | $73,552.61 | 34.4% | -2.875% |
| BA The Boeing Company | 7,737 | $1.81M | $1.44M | - | -$377,316.48 | -20.8% | -0.965% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 33,695 | $3.09M | $3.09M | - | -$168.48 | -0.01% | +0.044% |
| BRK-B Berkshire Hathaway Inc. | 4,764 | $1.63M | $2.54M | - | $904,764.76 | 55.45% | -2.665% |
| CAT Caterpillar Inc. | 2,742 | $1.09M | $1.89M | - | $795,936.99 | 72.95% | -2.257% |
| CDNS Cadence Design Systems, Inc. | 1,463 | $406,523.81 | $462,564.02 | - | $56,040.21 | 13.79% | +2.107% |
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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 - $9.48M, Vanguard Morningstar Growth ETF - $7.2M, Vanguard Morningstar Value ETF - $5.24M, NVIDIA Corporation - $3.08M, and VanEck Morningstar Wide Moat ETF - $2.64M. 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 - $514,086.46, The Walt Disney Company - $308,141.86, iShares Bitcoin Trust ETF - $266,583.77, Shopify Inc - $245,617.56, and Luminar Technologies, Inc. Class A Common Stock - $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 $19.68M earned over time. The largest contributors to dividend income include Vanguard Morningstar Value ETF - $2.01M, iShares 20+ Year Treasury Bond BuyWrite Strategy ETF - $1.8M, JPMorgan Nasdaq Equity Premium Income ETF - $1.61M, JPMorgan Equity Premium Income ETF - $1.05M, and Fidelity Total Bond ETF - $832,774.77. 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.
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