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:
73.54%
Gain -0.9%
Monthly
0.93%
Yearly
11.78%
Drawdown
22.07%
$288.06M
Equity
Holdings
$288.06M
Investment
$231.57M
$86.74M
Profit -$1.95M
Realized
$30.25M
Unrealized
$56.49M
Dividends
$19.11M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.9%
Profit
-$1.95M
Win %
77%
This Week
Compared To Last Week
Gain
-1.39%
Profit
-$4.06M
Win %
77%
This Month
Compared to last month
Gain
-1.38%
Profit
-$4.02M
Win %
77%
This Year
Compared to last year
Gain
1.28%
Profit
$3.64M
Win %
75%
AAPL Apple Inc.
+3.16%
+$168,168.52 
PM Philip Morris International Inc.
+2.08%
+$15,085.26 
MUSA Murphy USA Inc.
+1.63%
+$9,640.9 
ABBV AbbVie Inc.
+1.37%
+$10,770.9 
FTNT Fortinet Inc.
+1.15%
+$4,068 
PANW Palo Alto Networks, Inc.
+1.01%
+$12,909.8 
ABEV Ambev S.A.
+1%
+$4,962.06 
LMT Lockheed Martin Corporation
+0.94%
+$3,566.99 
XOM Exxon Mobil Corporation
+0.79%
+$16,518.45 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.78%
+$25,262.44 
GOOGL Alphabet Inc
+0.67%
+$7,349.37 
GOOG Alphabet Inc
+0.64%
+$11,719.22 
ITW Illinois Tool Works Inc.
+0.49%
+$1,398.8 
KO The Coca-Cola Company
+0.48%
+$4,522.43 
CRWD CrowdStrike Holdings, Inc.
+0.46%
+$38,676.48 
VZ Verizon Communications Inc.
+0.27%
+$1,896.88 
WELL Welltower Inc.
+0.19%
+$1,397.88 
UNP Union Pacific Corporation
+0.16%
+$1,117.34 
PG Procter & Gamble Co
+0.15%
+$300.57 
TDG TransDigm Group Inc.
+0.09%
+$403.95 
LLY Eli Lilly and Company
+0.07%
+$1,465.6 
NEE NextEra Energy, Inc.
+0.04%
+$535.18 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$543.14 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$336.95 
RTX RTX Corporation
+0.01%
+$105.55 
TFC Truist Financial Corporation
+0.01%
+$27.84 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CLOI VanEck CLO ETF
0%
$0 
AIS VistaShares Artificial Intelligence Supercycle ETF
0%
$0 XAGG
XAGG
0%
$0 
INTC Intel Corporation
-4.92%
-$21,192.6 
APLD Applied Digital Corporation
-4.5%
-$33,787.9 
MU Micron Technology, Inc.
-4.49%
-$191,859.2 
SNDK SanDisk Corporation
-3.16%
-$17,267 
AMD Advanced Micro Devices, Inc.
-3.12%
-$44,616.02 
WMB The Williams Companies, Inc.
-2.85%
-$18,500.3 
IBM International Business Machines Corporation
-2.85%
-$26,254.52 
GEV GE Vernova Inc.
-2.84%
-$7,211.67 
AMAT Applied Materials, Inc.
-2.65%
-$33,969.23 
MRVL Marvell Technology, Inc.
-2.39%
-$22,914.41 
NFGC New Found Gold Corp.
-2.32%
-$720 
NVDA NVIDIA Corporation
-2.24%
-$177,233.76 
OTF Blue Owl Technology Finance Corp.
-2.24%
-$8,122.48 
PLTR Palantir Technologies Inc.
-2.1%
-$51,856.05 
COF Capital One Financial Corporation
-2.02%
-$7,054.04 
FEMR Fidelity Enhanced Emerging Markets ETF
-1.99%
-$107,067.88 
ASML ASML Holding N.V. New York Registry Shares
-1.86%
-$21,790.92 
GLD SPDR Gold Shares
-1.75%
-$6,859.66 
HD The Home Depot, Inc.
-1.71%
-$18,449.76 
ANET Arista Networks, Inc.
-1.66%
-$9,235.17 
META Meta Platforms Inc Class A
-1.53%
-$22,306.72 
IBIT iShares Bitcoin Trust
-1.43%
-$4,339.59 
INV Innventure Inc.
-1.43%
-$2,155.36 
CSCO Cisco Systems, Inc.
-1.34%
-$11,447.51 
CAT Caterpillar Inc.
-1.25%
-$27,968.4 
MLPX Global X MLP & Energy Infrastructure ETF
-1.25%
-$2,645.75 
LIN Linde plc
-1.25%
-$8,241.12 
DAR Darling Ingredients Inc.
-1.23%
-$8,468.49 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-1.21%
-$80,017.73 
MPC Marathon Petroleum Corporation
-1.18%
-$11,914.5 
TSLA Tesla, Inc.
-1.15%
-$16,726.33 
TT Trane Technologies plc
-1.13%
-$13,622.77 
GS The Goldman Sachs Group, Inc.
-1.1%
-$3,217.71 
QQQ Invesco QQQ Trust, Series 1
-1.02%
-$196,310.05 
IWM iShares Russell 2000 ETF
-1.01%
-$2,299.09 
RDVI FT Vest Rising Dividend Achievers Fund
-0.96%
-$18,731.9 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.95%
-$67,991.55 
MDY SPDR S&P MidCap 400 ETF Trust
-0.95%
-$5,624.4 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.93%
-$22,155.14 
UNH UnitedHealth Group Incorporated
-0.92%
-$5,559.87 
RAAX VanEck Real Assets ETF
-0.92%
-$27,472.44 
IWF iShares Russell 1000 Growth ETF
-0.91%
-$2,524.37 
RDVY First Trust Rising Dividend Achievers ETF
-0.91%
-$3,758.04 
IJR iShares Core S&P Small-Cap ETF
-0.89%
-$2,793.53 
EVIM Eaton Vance Intermediate Municipal Income ETF
-0.8%
-$90,105.7 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.78%
-$1,648.61 
DRI Darden Restaurants, Inc.
-0.78%
-$1,957.63 
AVGO Broadcom Inc.
-0.76%
-$10,511.18 
FENI Fidelity Enhanced International ETF
-0.76%
-$93,934.96 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.74%
-$13,030.05 
AMLP Alerian MLP ETF
-0.73%
-$8,244.28 
CGMU Capital Group Municipal Income ETF
-0.7%
-$24,045.37 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.7%
-$2,514.33 
FBND Fidelity Total Bond ETF
-0.7%
-$78,048.39 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.68%
-$11,614.74 
VTV Vanguard Value ETF
-0.67%
-$219,107.04 
AEP American Electric Power Company, Inc.
-0.67%
-$2,457.63 
RSP Invesco S&P 500 Equal Weight ETF
-0.67%
-$2,634.06 
AGG iShares Core U.S. Aggregate Bond ETF
-0.66%
-$2,736.85 
JCPB JPMorgan Core Plus Bond ETF
-0.66%
-$5,097 
MOAT VanEck Morningstar Wide Moat Fund
-0.64%
-$6,365.8 
DUK Duke Energy Corporation
-0.64%
-$3,023.79 
IWV ISHARES RUSSELL 3000 ETF
-0.62%
-$4,496.28 
VYMI Vanguard International High Dividend Yield Index Fund
-0.61%
-$1,853.09 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$53,331.93 
BA Boeing Company
-0.59%
-$9,439.22 
EMBX VanEck Emerging Markets Bond ETF
-0.58%
-$1,469.1 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.53%
-$1,552.57 
VYM Vanguard High Dividend Yield ETF
-0.52%
-$3,281 
FVD First Trust Value Line Dividend Index Fund
-0.51%
-$11,186 
GE General Electric Company
-0.5%
-$5,169.28 
AMZN Amazon.com Inc
-0.49%
-$17,534.67 
VUG Vanguard Growth ETF
-0.48%
-$151,646.88 
JHPI John Hancock Preferred Income ETF
-0.47%
-$3,499.65 
AXP American Express Company
-0.46%
-$1,342.24 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.45%
-$2,378.14 
MA Mastercard Incorporated
-0.45%
-$1,664.74 
JPM JPMorgan Chase & Co.
-0.42%
-$17,208 
XLF Financial Select Sector SPDR Fund
-0.41%
-$1,536.91 
HECA Hedgeye Capital Allocation ETF
-0.4%
-$1,278.97 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.38%
-$3,248.24 
CGSM Capital Group Short Duration Municipal Income ETF
-0.36%
-$12,538.86 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$2,403.11 
CVX Chevron Corporation
-0.31%
-$1,342.9 
EVSD Eaton Vance Short Duration Income Fund
-0.3%
-$9,790.57 
JPIE JPMorgan Income ETF
-0.3%
-$1,046.7 
FXO First Trust Financials AlphaDEX Fund
-0.24%
-$1,020.83 
COST Costco Wholesale Corporation
-0.18%
-$387.96 
V Visa Inc. Class A
-0.13%
-$1,678.84 
ECL Ecolab Inc.
-0.12%
-$661.44 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.09%
-$465.57 
CDNS Cadence Design Systems, Inc.
-0.07%
-$270.65 
MSFT Microsoft Corp.
-0.05%
-$1,986.75 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
-0.02%
-$274.94 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$166.74 Events
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Dividends
Dividend Analysis
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| Trades 1828 | Longs Won 1163/1828 63% | Profit Factor 4.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $364,779.72 |
| Average Win $95,615.08 | Best Trade (Mar 30) $10.15M | Sharpe Ratio -9.99 |
| Average Loss -$36,788.42 | Worst Trade (Jun 30) -$2.33M | Z-Score 6.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 6d | Expectancy $47,448.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,813 | 7,031 | 6,250 | 5,469 | 4,688 | 3,906 | 3,125 | 2,344 | 1,563 | 781 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,859 | $2.6M | $5.48M | - | $2.89M | 111.27% | +3.163% |
| ABBV AbbVie Inc. | 3,122 | $656,170.04 | $794,111.92 | - | $137,941.88 | 21.02% | +1.375% |
| ABEV Ambev S.A. | 165,402 | $483,046 | $502,822.08 | - | $19,776.08 | 4.09% | +0.997% |
| AEP American Electric Power Company, Inc. | 2,961 | $271,239.2 | $366,690.24 | - | $95,451.04 | 35.19% | -0.666% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,310 | $428,095.14 | $413,953.95 | - | -$14,141.19 | -3.3% | -0.657% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 110,584 | $4.63M | $4.63M | - | - | - | 0.0 |
| AMAT Applied Materials, Inc. | 2,729 | $635,386.29 | $1.25M | - | $610,136.13 | 96.03% | -2.655% |
| AMD Advanced Micro Devices, Inc. | 2,743 | $514,709.55 | $1.38M | - | $870,038.02 | 169.03% | -3.121% |
| AMLP Alerian MLP ETF | 20,108 | $970,832.75 | $1.12M | - | $150,791.49 | 15.53% | -0.73% |
| AMZN Amazon.com Inc | 14,198 | $2.3M | $3.57M | - | $1.26M | 54.9% | -0.489% |
| ANET Arista Networks, Inc. | 2,886 | $296,888.34 | $547,546.38 | - | $250,658.04 | 84.43% | -1.659% |
| APLD Applied Digital Corporation | 27,695 | $635,323.3 | $717,854.4 | - | $82,531.1 | 12.99% | -4.495% |
| ASML ASML Holding N.V. New York Registry Shares | 678 | $895,522.74 | $1.15M | - | $255,300.9 | 28.51% | -1.858% |
| AVGO Broadcom Inc. | 3,781 | $614,955.55 | $1.37M | - | $752,254.05 | 122.33% | -0.763% |
| AXP American Express Company | 910 | $213,843.59 | $291,495.76 | - | $77,652.17 | 36.31% | -0.458% |
| BA Boeing Company | 7,737 | $1.81M | $1.59M | - | -$226,754.46 | -12.5% | -0.591% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 33,695 | $3.09M | $3.08M | - | -$5,728.15 | -0.19% | +0.011% |
| BRK-B Berkshire Hathaway Inc. | 4,764 | $1.63M | $2.41M | - | $782,282.32 | 47.95% | -0.007% |
| CAT Caterpillar Inc. | 2,742 | $1.09M | $2.21M | - | $1.12M | 102.41% | -1.251% |
| CDNS Cadence Design Systems, Inc. | 1,463 | $406,523.81 | $416,099.14 | - | $9,575.33 | 2.36% | -0.065% |
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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 - $9.46M, Vanguard Growth ETF - $7.16M, Vanguard Value ETF - $5.09M, NVIDIA Corporation - $3.08M, and VanEck Morningstar Wide Moat Fund - $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: VistaShares Artificial Intelligence Supercycle ETF - $2.33M, First Trust Rising Dividend Achievers ETF - $514,868.96, The Walt Disney Company - $308,141.86, iShares Bitcoin Trust - $266,583.77, and Shopify Inc - $245,617.56. 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 $19.11M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $1.87M, iShares 20+ Year Treasury Bond BuyWrite Fund - $1.8M, JPMorgan Nasdaq Equity Premium Income ETF - $1.59M, JPMorgan Equity Premium Income Fund - $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.
