Tony Edwards Portfolio
Invests via BankPlus Wealth Management LLC | Managed by Tony Edwards
Invests via BankPlus Wealth Management LLC
Managed by Tony Edwards
Automatically Tracked
Veteran investor and operator with experience in growth-stage technology and consumer businesses, focused on scaling revenue, product-market fit and governance.
Tony Edwards serves as a board member and advisor to startups and PE-backed companies, bringing operating leadership, capital allocation experience and M&A execution. Background spans operating roles, corporate development and direct investing; advises on strategy, go-to-market and finance.
Veteran investor and operator with experience in growth-stage technology and consumer businesses, focused on scaling revenue, product-market fit and governance.
Tony Edwards serves as a board member and advisor to startups and PE-backed companies, bringing operating leadership, capital allocation experience and M&A execution. Background spans operating roles, corporate development and direct investing; advises on strategy, go-to-market and finance.
Investment Philosophy & Strategy
Veteran investor and operator with experience in growth-stage technology and consumer businesses, focused on scaling revenue, product-market fit and governance.
Tony Edwards serves as a board member and advisor to startups and PE-backed companies, bringing operating leadership, capital allocation experience and M&A execution. Background spans operating roles, corporate development and direct investing; advises on strategy, go-to-market and finance.
Veteran investor and operator with experience in growth-stage technology and consumer businesses, focused on scaling revenue, product-market fit and governance.
Tony Edwards serves as a board member and advisor to startups and PE-backed companies, bringing operating leadership, capital allocation experience and M&A execution. Background spans operating roles, corporate development and direct investing; advises on strategy, go-to-market and finance.
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:
27.06%
Gain -0.02%
Monthly
1.2%
Yearly
15.46%
Drawdown
14.93%
$225.34M
Equity
Holdings
$225.34M
Investment
$189.77M
$35.47M
Profit -$56,941.32
Realized
-$89,203.93
Unrealized
$35.56M
Dividends
$5.9M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$56,941.32
Win %
66%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$56,941.32
Win %
66%
This Month
Compared to last month
Gain
1.93%
Profit
$4.26M
Win %
66%
This Year
Compared to last year
Gain
1.99%
Profit
$4.39M
Win %
66%
AMZN Amazon.com Inc
+15.32%
+$238,813.45 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$23,288.2 
GOOG Alphabet Inc
+6.88%
+$121,074.87 
GOOGL Alphabet Inc
+6.73%
+$57,590.61 
META Meta Platforms Inc Class A
+3.28%
+$16,672.23 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$15,882.24 
MSFT Microsoft Corp.
+3.02%
+$113,114.02 
NVDA NVIDIA Corporation
+2.93%
+$43,698.68 
CVX Chevron Corporation
+2.35%
+$17,677.72 
FAST Fastenal Co.
+2.25%
+$14,399.7 
GLW Corning Incorporated
+2.24%
+$2,842.14 
CSCO Cisco Systems, Inc.
+2.14%
+$18,424.26 
GWW W.W. Grainger, Inc.
+1.97%
+$24,003.52 
OKE ONEOK, Inc.
+1.95%
+$8,131.02 
LHX L3Harris Technologies, Inc.
+1.9%
+$11,826.74 
PANW Palo Alto Networks, Inc.
+1.89%
+$20,147.4 
DBO Invesco DB Oil Fund
+1.56%
+$3,473.25 
LMT Lockheed Martin Corporation
+1.5%
+$10,752.98 
COP ConocoPhillips
+1.22%
+$2,826.05 
HONA Honeywell Aerospace Inc.
+1.18%
+$2,374.02 
ADP Automatic Data Processing Inc.
+0.98%
+$8,502.94 
GEV GE Vernova Inc.
+0.85%
+$1,794.96 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$22,528.35 
TSLA Tesla, Inc.
+0.76%
+$2,206.58 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,939.31 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$27,244.83 
CAT Caterpillar Inc.
+0.7%
+$6,452.45 
BMY Bristol-Myers Squibb Company
+0.69%
+$3,266.1 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$28,221.18 
IVV iShares Core S&P 500 ETF
+0.69%
+$420,572.16 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,892.88 
SYY Sysco Corporation
+0.63%
+$2,318.75 
APH Amphenol Corporation
+0.55%
+$1,568.14 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$6,683.3 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,802.62 
RTX RTX Corporation
+0.39%
+$4,145.4 
VLO Valero Energy Corporation
+0.38%
+$3,743.74 
PG Procter & Gamble Co
+0.37%
+$4,101.14 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,988.34 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$16,186.42 
RF Regions Financial Corporation
+0.32%
+$743.5 
JPM JPMorgan Chase & Co.
+0.27%
+$9,972.46 
JPC Nuveen Preferred & Income Opportunities Fund
+0.26%
+$217.84 
SO The Southern Company
+0.21%
+$462 
JNJ Johnson & Johnson
+0.21%
+$618.51 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$1,060.93 
MS Morgan Stanley
+0.17%
+$933.49 
BDX Becton, Dickinson and Company
+0.1%
+$225.59 
C Citigroup Inc.
+0.1%
+$929.3 
WM Waste Management, Inc.
+0.1%
+$317.68 
WMT Walmart Inc.
+0.09%
+$244 
ABT Abbott Laboratories
+0.09%
+$226.44 
DIS The Walt Disney Company
+0.03%
+$182.64 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$88.43 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$95.06 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$19.17 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
NFLT Virtus Newfleet Multi-Sector Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
RIVN Rivian Automotive, Inc.
-9.57%
-$20,007.47 
AAPL Apple Inc.
-7.35%
-$576,097.4 
NXPI NXP Semiconductors N.V.
-6.53%
-$19,568 
MU Micron Technology, Inc.
-5.9%
-$10,997.18 
AJG Arthur J. Gallagher & Co.
-2.75%
-$20,310.37 
ABBV AbbVie Inc.
-2.51%
-$30,738.97 
DLR Digital Realty Trust, Inc.
-2.42%
-$13,286.15 
LRCX Lam Research Corporation
-1.58%
-$17,747.24 
NI NiSource Inc.
-1.42%
-$3,698.56 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$7,068.58 
GRMN Garmin Ltd.
-1.27%
-$11,984.8 
TJX The TJX Companies, Inc.
-1.21%
-$7,925.72 
NEE NextEra Energy, Inc.
-1.15%
-$6,143.83 
DE Deere & Company
-1.13%
-$6,446.39 
TXN Texas Instruments Inc
-1.08%
-$11,237.49 
LOW Lowe's Companies Inc.
-1.08%
-$6,333.31 
PLD Prologis Inc.
-1.08%
-$4,387.66 
KO The Coca-Cola Company
-1.02%
-$5,428.8 
EW Edwards Lifesciences Corporation
-0.98%
-$2,247.4 
XOM Exxon Mobil Corporation
-0.97%
-$8,385.93 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$3,045.2 
TEM Tempus AI, Inc.
-0.95%
-$2,898 
PGR Progressive Corporation
-0.87%
-$7,097.76 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$52,125.76 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$30,661.17 
BLK BlackRock, Inc.
-0.73%
-$3,343.62 
BIPC Brookfield Infrastructure Partners L.P.
-0.68%
-$2,378.29 
MLI Mueller Industries Inc.
-0.67%
-$3,667.5 
AMGN Amgen Inc.
-0.64%
-$6,542.27 
GS The Goldman Sachs Group, Inc.
-0.63%
-$5,611.67 
DHR Danaher Corporation
-0.61%
-$1,928.99 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$1,099.99 
PRU Prudential Financial, Inc.
-0.56%
-$2,006.51 
DGX Quest Diagnostics Inc.
-0.55%
-$3,320.47 
LLY Eli Lilly and Company
-0.53%
-$7,405.04 
IWM iShares Russell 2000 ETF
-0.47%
-$22,438.61 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,015.18 
HD The Home Depot, Inc.
-0.42%
-$2,837.03 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$7,935.98 
TOTR T. Rowe Price Total Return ETF
-0.38%
-$16,630.35 
ARCC Ares Capital Corporation
-0.37%
-$1,633.45 
TMUS T-Mobile US, Inc.
-0.36%
-$1,469.77 
TFC Truist Financial Corporation
-0.33%
-$1,525.56 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$2,516.4 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$6,873.94 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$587.34 
EGP EastGroup Properties Inc.
-0.27%
-$960.46 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$524.78 
CNP CenterPoint Energy Inc.
-0.26%
-$708.28 
VCRB Vanguard Core Bond ETF
-0.25%
-$20,127.31 
BX Blackstone Inc.
-0.25%
-$1,233.31 
COST Costco Wholesale Corporation
-0.24%
-$1,595.98 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$40,822.76 
TRMK Trustmark Corporation
-0.19%
-$864.09 
DIAL Columbia Diversified Fixed Income Allocation ETF
-0.17%
-$2,546.73 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$5,784.8 
MUB iShares National Muni Bond ETF
-0.11%
-$422.28 
JPIE JPMorgan Income ETF
-0.09%
-$8,223.12 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$347.76 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,252.72 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.04%
-$666.68 
V Visa Inc. Class A
-0.04%
-$584.04 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$179.18 
UBER Uber Technologies, Inc.
-0.01%
-$30.51 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$305.17 Events
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Dividends
Dividend Analysis
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| Trades 750 | Longs Won 475/750 63% | Profit Factor 10.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $407,758.65 |
| Average Win $82,407.39 | Best Trade (Aug 14) $10.76M | Sharpe Ratio -16.66 |
| Average Loss -$13,340.25 | Worst Trade (Jun 29) -$323,921.19 | Z-Score 7.65 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 3d | Expectancy $47,299.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,495 | $5.89M | $7.26M | - | $1.37M | 23.23% | -7.354% |
| ABBV AbbVie Inc. | 4,751 | $878,825.73 | $1.19M | - | $313,390.21 | 35.66% | -2.513% |
| ABT Abbott Laboratories | 2,516 | $287,462.8 | $265,941.2 | - | -$21,521.6 | -7.49% | +0.085% |
| ADP Automatic Data Processing Inc. | 3,283 | $941,741.92 | $874,788.15 | - | -$66,953.77 | -7.11% | +0.982% |
| AJG Arthur J. Gallagher & Co. | 2,885 | $817,343.42 | $719,576.7 | - | -$97,766.72 | -11.96% | -2.745% |
| AMGN Amgen Inc. | 2,638 | $732,448 | $1.02M | - | $283,604.08 | 38.72% | -0.64% |
| AMZN Amazon.com Inc | 6,619 | $1.44M | $1.8M | - | $358,619.31 | 24.92% | +15.321% |
| APH Amphenol Corporation | 3,564 | $229,669.42 | $286,367.4 | - | $56,697.98 | 24.69% | +0.551% |
| ARCC Ares Capital Corporation | 23,335 | $502,965.26 | $437,764.6 | - | -$65,200.66 | -12.96% | -0.372% |
| ASML ASML Holding N.V. New York Registry Shares | 315 | $342,127.48 | $513,135 | - | $171,007.52 | 49.98% | -1.359% |
| BDX Becton, Dickinson and Company | 1,327 | $235,927.37 | $219,777.74 | - | -$16,149.63 | -6.85% | +0.103% |
| BIPC Brookfield Infrastructure Partners L.P. | 8,201 | $326,879.02 | $346,902.3 | - | $20,023.28 | 6.13% | -0.681% |
| BLK BlackRock, Inc. | 419 | $403,290.18 | $456,873.41 | - | $53,583.23 | 13.29% | -0.727% |
| BMY Bristol-Myers Squibb Company | 7,258 | $400,697.29 | $474,019.98 | - | $73,322.69 | 18.3% | +0.694% |
| BND Vanguard Total Bond Market Index Fund | 2,762 | $203,415.26 | $199,499.26 | - | -$3,916 | -1.93% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 1,069 | $516,479.81 | $546,836.26 | - | $30,356.45 | 5.88% | +0.365% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 10,411 | $204,323.32 | $204,107.65 | - | -$215.67 | -0.11% | 0.0 |
| BX Blackstone Inc. | 3,854 | $643,218.07 | $492,348.5 | - | -$150,869.57 | -23.46% | -0.25% |
| C Citigroup Inc. | 7,149 | $837,405.88 | $946,885.05 | - | $109,479.17 | 13.07% | +0.098% |
| CAT Caterpillar Inc. | 1,138 | $414,411.25 | $927,253.78 | - | $512,842.53 | 123.75% | +0.701% |
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FAQ
Which stocks have generated the highest profits for Tony Edwards?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Core Plus Bond ETF - $1.06M, iShares Core S&P 500 ETF - $938,839.33, JPMorgan Income ETF - $692,214.69, Lam Research Corporation - $337,755.02, and T. Rowe Price Total Return ETF - $278,638.22. 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: Salesforce Inc - $339,309.44, Accenture plc Class A - $156,605.88, Tesla, Inc - $105,367.67, Invesco S&P 500 GARP ETF - $97,920.78, and Adobe Inc - $77,407.08. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tony Edwards's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.9M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $1.06M, iShares Core S&P 500 ETF - $866,700.04, JPMorgan Income ETF - $692,214.69, T. Rowe Price Total Return ETF - $278,638.22, and Vanguard Total Bond Market Index Fund - $217,668.55. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tony Edwards's monthly returns?
Tony Edwards's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Tony Edwards's strategy be considered aggressive or moderate?
Tony Edwards'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 Tony Edwards's strategy?
Tony Edwards'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.
