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:
26.7%
Gain +0.24%
Monthly
1.11%
Yearly
14.12%
Drawdown
14.92%
$230.65M
Equity
Holdings
$230.65M
Investment
$196.28M
$34.96M
Profit +$384,503.97
Realized
$589,784.74
Unrealized
$34.37M
Dividends
$6.55M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.24%
Profit
$384,503.97
Win %
65%
This Week
Compared To Last Week
Gain
0.05%
Profit
$123,897.16
Win %
65%
This Month
Compared to last month
Gain
1.45%
Profit
$3.29M
Win %
65%
This Year
Compared to last year
Gain
0.91%
Profit
$2.08M
Win %
64%
HONIV Honeywell International Inc.
+5.86%
+$12,999.35 
UBER Uber Technologies, Inc.
+2.86%
+$6,070.68 
BIPC Brookfield Infrastructure Partners L.P.
+2.48%
+$7,858.76 
EW Edwards Lifesciences Corporation
+1.91%
+$4,113.45 
AMGN Amgen Inc.
+1.86%
+$21,875.06 
TRMK Trustmark Corporation
+1.68%
+$7,107.7 
CVX Chevron Corporation
+1.57%
+$13,417.07 
SCHA Schwab U.S. Small-Cap ETF
+1.56%
+$40,297.5 
TFC Truist Financial Corporation
+1.39%
+$5,978.51 
XOM Exxon Mobil Corporation
+1.36%
+$13,099.05 
AAPL Apple Inc.
+1.26%
+$99,389.54 
IWR iShares Russell Mid-Cap ETF
+1.25%
+$28,823.85 
NI NiSource Inc.
+1.21%
+$3,040.5 
IQLT iShares MSCI International Quality Factor ETF
+1.19%
+$93,286.67 
VLO Valero Energy Corporation
+1.16%
+$15,820.21 
JPM JPMorgan Chase & Co.
+1.15%
+$40,964 
PNC The PNC Financial Services Group, Inc.
+1.13%
+$4,140.72 
BX Blackstone Inc.
+1.08%
+$4,584.85 
TSLA Tesla, Inc.
+1.04%
+$2,857.66 
LMT Lockheed Martin Corporation
+1.02%
+$7,103.43 
LHX L3Harris Technologies, Inc.
+1.01%
+$5,741.73 
VO Vanguard Mid-Cap ETF
+1.01%
+$32,914.27 
LMBS First Trust Low Duration Opportunities ETF
+1%
+$3,900.4 
BLK BlackRock, Inc.
+0.98%
+$4,798.25 
ADP Automatic Data Processing Inc.
+0.98%
+$9,346.51 
MCK McKesson Corporation
+0.95%
+$2,783.5 
KO The Coca-Cola Company
+0.94%
+$5,266.12 
COP ConocoPhillips
+0.88%
+$2,230 
EFG iShares MSCI EAFE Growth ETF
+0.85%
+$31,768.54 
C Citigroup Inc.
+0.82%
+$7,194.23 
MUB iShares National Muni Bond ETF
+0.82%
+$2,939.86 
TJX The TJX Companies, Inc.
+0.79%
+$4,920.24 
DE Deere & Company
+0.78%
+$5,110.22 
AJG Arthur J. Gallagher & Co.
+0.74%
+$5,198.47 
V Visa Inc. Class A
+0.74%
+$11,841.3 
ABT Abbott Laboratories
+0.73%
+$1,835.23 
WMT Walmart Inc.
+0.73%
+$2,229.12 
FAST Fastenal Co.
+0.71%
+$4,989.96 
GWW W.W. Grainger, Inc.
+0.69%
+$8,436.32 
PG Procter & Gamble Co
+0.64%
+$7,566.98 
GRMN Garmin Ltd.
+0.62%
+$5,560.72 
BRK-B Berkshire Hathaway Inc.
+0.62%
+$3,916.32 
MSFT Microsoft Corp.
+0.62%
+$27,847.68 
DIS The Walt Disney Company
+0.61%
+$4,141.2 
TMUS T-Mobile US, Inc.
+0.6%
+$2,148.9 
PGR Progressive Corporation
+0.55%
+$4,603.73 
LLY Eli Lilly and Company
+0.55%
+$8,440.26 
VCRB Vanguard Core Bond ETF
+0.53%
+$48,146.59 
COWZ Pacer US Cash Cows 100 ETF
+0.51%
+$2,880.36 
PANW Palo Alto Networks, Inc.
+0.51%
+$4,972.63 
COST Costco Wholesale Corporation
+0.49%
+$3,393.27 
PLD Prologis Inc.
+0.48%
+$1,714.1 
BMY Bristol-Myers Squibb Company
+0.48%
+$2,065.67 
TEM Tempus AI, Inc.
+0.48%
+$2,346 
ASML ASML Holding N.V. New York Registry Shares
+0.48%
+$2,477.48 
LOW Lowe's Companies Inc.
+0.46%
+$2,462.4 
ARCC Ares Capital Corporation
+0.42%
+$1,860.56 
GS The Goldman Sachs Group, Inc.
+0.42%
+$3,275.9 
EGP EastGroup Properties Inc.
+0.41%
+$1,379.18 
SYY Sysco Corporation
+0.4%
+$1,480.38 
JPC Nuveen Preferred & Income Opportunities Fund
+0.37%
+$272.3 
CNP CenterPoint Energy Inc.
+0.36%
+$969.33 
JHMM John Hancock Multifactor Mid Cap ETF
+0.36%
+$7,757.61 
WM Waste Management, Inc.
+0.35%
+$1,176.31 
DBO Invesco DB Oil Fund
+0.34%
+$860.62 
DGX Quest Diagnostics Inc.
+0.34%
+$2,063.2 
MS Morgan Stanley
+0.32%
+$1,532.91 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.32%
+$1,076.65 
BDX Becton, Dickinson and Company
+0.29%
+$764.95 
RTX RTX Corporation
+0.26%
+$2,388.48 
VRTX Vertex Pharmaceuticals Incorporated
+0.24%
+$817.57 
RDVY First Trust Rising Dividend Achievers ETF
+0.19%
+$10,051.5 
NFLT Virtus Newfleet Multi-Sector Bond ETF
+0.18%
+$1,341.72 
NEE NextEra Energy, Inc.
+0.17%
+$817.05 
HD The Home Depot, Inc.
+0.16%
+$1,035.52 
RIVN Rivian Automotive, Inc.
+0.15%
+$248.42 
SPY SPDR S&P 500 ETF Trust
+0.14%
+$5,564.53 
META Meta Platforms Inc Class A
+0.13%
+$910.89 
IVV iShares Core S&P 500 ETF
+0.12%
+$75,086.8 
DLR Digital Realty Trust, Inc.
+0.12%
+$567.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.11%
+$1,309.09 
ABBV AbbVie Inc.
+0.06%
+$860.99 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$179.34 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$458.16 
CSCO Cisco Systems, Inc.
+0.03%
+$226.29 
IWM iShares Russell 2000 ETF
+0.03%
+$1,070.57 
AMZN Amazon.com Inc
+0.01%
+$168.44 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPIE JPMorgan Income ETF
0%
$0 OKE
OKE
0%
$0 
MPWR Monolithic Power Systems, Inc.
-2.64%
-$6,661.95 
LRCX Lam Research Corporation
-1.96%
-$19,033.33 
CRWD CrowdStrike Holdings, Inc.
-1.89%
-$13,348.1 
TXN Texas Instruments Inc
-1.57%
-$16,550.3 
APH Amphenol Corporation
-1.14%
-$3,391.71 
NXPI NXP Semiconductors N.V.
-1.12%
-$3,145.14 
DHR Danaher Corporation
-0.76%
-$2,843.75 
MLTX MoonLake Immunotherapeutics
-0.54%
-$1,675.19 
NVDA NVIDIA Corporation
-0.43%
-$6,425.37 
QQQM Invesco NASDAQ 100 ETF
-0.42%
-$23,214.42 
PRU Prudential Financial, Inc.
-0.38%
-$1,219.24 
QQQ Invesco QQQ Trust, Series 1
-0.37%
-$3,008.46 
CAT Caterpillar Inc.
-0.28%
-$2,336.05 
MLI Mueller Industries Inc.
-0.25%
-$1,212.9 
SPEM SPDR Portfolio Emerging Markets ETF
-0.21%
-$8,044.96 
IEF iShares 7-10 Year Treasury Bond ETF
-0.2%
-$422.36 
GOOGL Alphabet Inc
-0.17%
-$1,488.57 
TMO Thermo Fisher Scientific Inc.
-0.16%
-$445.11 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.14%
-$5,877.6 
DIAL Columbia Diversified Fixed Income Allocation ETF
-0.14%
-$2,336.6 
JCPB JPMorgan Core Plus Bond ETF
-0.09%
-$15,119.34 
TOTR T. Rowe Price Total Return ETF
-0.08%
-$3,180.91 
GOOG Alphabet Inc
-0.07%
-$1,333.25 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.03%
-$354.77 
IWF iShares Russell 1000 Growth ETF
-0.02%
-$65.43 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$42.68 Events
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Dividends
Dividend Analysis
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| Trades 862 | Longs Won 536/862 62% | Profit Factor 8.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $394,015.8 |
| Average Win $74,467.12 | Best Trade (Oct 16) $10.46M | Sharpe Ratio -13.9 |
| Average Loss -$15,164.75 | Worst Trade (Oct 14) -$356,037.02 | Z-Score 7.47 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3d | Expectancy $40,554.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,087 | $5.79M | $8M | - | $2.21M | 38.15% | +1.259% |
| ABBV AbbVie Inc. | 4,783 | $887,194.38 | $1.36M | - | $469,168.76 | 52.88% | +0.064% |
| ABT Abbott Laboratories | 2,399 | $274,230.6 | $252,962.55 | - | -$21,268.05 | -7.76% | +0.731% |
| ADP Automatic Data Processing Inc. | 3,344 | $957,482.23 | $964,560.08 | - | $7,077.85 | 0.74% | +0.978% |
| AJG Arthur J. Gallagher & Co. | 2,810 | $796,055.85 | $707,979.5 | - | -$88,076.35 | -11.06% | +0.74% |
| AMGN Amgen Inc. | 2,762 | $784,796.78 | $1.2M | - | $413,994.08 | 52.75% | +1.859% |
| AMZN Amazon.com Inc | 6,735 | $1.47M | $1.72M | - | $248,113.93 | 16.9% | +0.01% |
| APH Amphenol Corporation | 3,647 | $119,708.01 | $293,802.32 | - | $174,094.31 | 145.43% | -1.141% |
| ARCC Ares Capital Corporation | 23,257 | $501,257.77 | $441,883 | - | -$59,374.77 | -11.85% | +0.423% |
| ASML ASML Holding N.V. New York Registry Shares | 314 | $341,159.4 | $522,913.62 | - | $181,754.22 | 53.28% | +0.476% |
| BDX Becton, Dickinson and Company | 1,342 | $238,613.31 | $260,790.86 | - | $22,177.55 | 9.29% | +0.294% |
| BIPC Brookfield Infrastructure Partners L.P. | 8,636 | $342,369.57 | $324,972.68 | - | -$17,396.89 | -5.08% | +2.478% |
| BLK BlackRock, Inc. | 437 | $422,389.62 | $494,579.12 | - | $72,189.5 | 17.09% | +0.98% |
| BMY Bristol-Myers Squibb Company | 7,123 | $393,061.75 | $433,505.78 | - | $40,444.03 | 10.29% | +0.479% |
| BRK-B Berkshire Hathaway Inc. | 1,194 | $578,692.75 | $631,578.24 | - | $52,885.49 | 9.14% | +0.624% |
| BX Blackstone Inc. | 3,902 | $648,598 | $430,683.25 | - | -$217,914.75 | -33.6% | +1.076% |
| C Citigroup Inc. | 7,123 | $834,456.41 | $884,819.06 | - | $50,362.65 | 6.04% | +0.82% |
| CAT Caterpillar Inc. | 1,134 | $412,960.27 | $831,879.72 | - | $418,919.45 | 101.44% | -0.28% |
| CNP CenterPoint Energy Inc. | 6,685 | $287,268.6 | $267,032.32 | - | -$20,236.28 | -7.04% | +0.364% |
| COP ConocoPhillips | 1,784 | $232,256.37 | $255,076.32 | - | $22,819.95 | 9.83% | +0.882% |
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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 - $1.13M, iShares Core S&P 500 ETF - $1.12M, JPMorgan Income ETF - $732,361.64, Lam Research Corporation - $409,244.01, and NVIDIA Corporation - $310,049.9. 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 - $98,775.59, Corning Incorporated - $95,024.49, 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 $6.55M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $1.13M, iShares Core S&P 500 ETF - $1.05M, JPMorgan Income ETF - $737,018.36, T. Rowe Price Total Return ETF - $316,233.9, and Vanguard Total Bond Market Index Fund - $218,367.06. 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.
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