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:
0.16%
Gain
Monthly
0.01%
Yearly
0.1%
Drawdown
19.93%
$212.69M
Equity
Holdings
$212.69M
Investment
$181.16M
$31.74M
Profit -$683,016.3
Realized
$203,448.14
Unrealized
$31.53M
Dividends
$5.69M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$683,016.3
Win %
70%
This Week
Compared To Last Week
Gain
-0.67%
Profit
-$1.43M
Win %
70%
This Month
Compared to last month
Gain
0.28%
Profit
$602,949.21
Win %
70%
This Year
Compared to last year
Gain
10.48%
Profit
$20.17M
Win %
69%
PANW Palo Alto Networks, Inc.
+2.74%
+$32,156.65 
BMY Bristol-Myers Squibb Company
+1.98%
+$8,404.43 
PGR Progressive Corporation
+1.96%
+$15,105.56 
ABT Abbott Laboratories
+1.96%
+$8,355.03 
COP ConocoPhillips
+1.95%
+$4,043.6 
BRK-B Berkshire Hathaway Inc.
+1.86%
+$7,986.6 
CSCO Cisco Systems, Inc.
+1.86%
+$15,224.52 
CVX Chevron Corporation
+1.69%
+$8,807.52 
XOM Exxon Mobil Corporation
+1.66%
+$12,942.23 
RTX RTX Corporation
+1.57%
+$14,369.35 
JNJ Johnson & Johnson
+1.53%
+$4,450.3 
LMT Lockheed Martin Corporation
+1.53%
+$9,390.45 
VLO Valero Energy Corporation
+1.48%
+$14,105.49 
PRU Prudential Financial, Inc.
+1.43%
+$4,518.79 
HON Honeywell International Inc.
+1.39%
+$2,984.63 
CNP CenterPoint Energy Inc.
+1.38%
+$3,678 
SYY Sysco Corporation
+1.36%
+$4,749.92 
ABBV AbbVie Inc.
+1.36%
+$15,983.85 
LHX L3Harris Technologies, Inc.
+1.33%
+$8,234.02 
SO The Southern Company
+1.31%
+$2,637.18 
CRWD CrowdStrike Holdings, Inc.
+1.25%
+$5,578.62 
LLY Eli Lilly and Company
+1.2%
+$16,633.9 
VRTX Vertex Pharmaceuticals Incorporated
+1.15%
+$3,409.38 
DE Deere & Company
+1.11%
+$6,273.72 
NI NiSource Inc.
+1.1%
+$2,801.43 
DGX Quest Diagnostics Inc.
+1.07%
+$5,679 
WMT Walmart Inc.
+1.03%
+$2,613.77 
TMUS T-Mobile US, Inc.
+0.96%
+$4,020.05 
NEE NextEra Energy, Inc.
+0.91%
+$4,807.35 
WM Waste Management, Inc.
+0.82%
+$2,712.6 
PG Procter & Gamble Co
+0.74%
+$9,103.36 
EGP EastGroup Properties Inc.
+0.65%
+$2,383.31 
OKE ONEOK, Inc.
+0.6%
+$2,600.8 
TFC Truist Financial Corporation
+0.58%
+$2,687.08 
PLD Prologis Inc.
+0.57%
+$2,274.6 
BDX Becton, Dickinson and Company
+0.45%
+$975.85 
AMGN Amgen Inc.
+0.45%
+$3,846.22 
COWZ Pacer US Cash Cows 100 ETF
+0.42%
+$2,331.72 
HD The Home Depot, Inc.
+0.39%
+$2,701.87 
GWW W.W. Grainger, Inc.
+0.37%
+$4,629.45 
GRMN Garmin Ltd.
+0.36%
+$2,787.33 
COST Costco Wholesale Corporation
+0.34%
+$2,202.85 
IEF iShares 7-10 Year Treasury Bond ETF
+0.33%
+$682.28 
ARCC Ares Capital Corporation
+0.27%
+$1,146.93 
BND Vanguard Total Bond Market Index Fund
+0.22%
+$12,861.83 
JPM JPMorgan Chase & Co.
+0.2%
+$7,337.09 
DIAL Columbia Diversified Fixed Income Allocation ETF
+0.19%
+$2,663.22 
JCPB JPMorgan Core Plus Bond ETF
+0.19%
+$31,893.82 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.18%
+$6,341.01 
BKAG BNY Mellon Core Bond ETF
+0.18%
+$3,039.15 
VO Vanguard Mid-Cap ETF
+0.15%
+$3,181.44 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.12%
+$2,106.71 
AJG Arthur J. Gallagher & Co.
+0.09%
+$628.54 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.09%
+$400.63 
MLI Mueller Industries Inc.
+0.05%
+$248.22 
PULS PGIM Ultra Short Bond ETF
+0.05%
+$487.6 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.04%
+$131.07 
JPIE JPMorgan Income ETF
+0.03%
+$3,015.63 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$133.85 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$68.21 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$117.78 
MUB iShares National Muni Bond ETF
+0.01%
+$34.9 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TOTR T. Rowe Price Total Return ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
META Meta Platforms Inc Class A
-4.27%
-$20,951.83 
LRCX Lam Research Corporation
-2.96%
-$40,861.38 
TXN Texas Instruments Inc
-2.81%
-$30,601.27 
ASML ASML Holding N.V. New York Registry Shares
-2.6%
-$13,363.2 
EW Edwards Lifesciences Corporation
-2.57%
-$5,864.7 
TSLA Tesla, Inc.
-2.32%
-$8,570.76 
MSFT Microsoft Corp.
-2.2%
-$70,913.65 
KO The Coca-Cola Company
-2.18%
-$11,053.94 
GOOG Alphabet Inc
-2.08%
-$38,124.75 
GOOGL Alphabet Inc
-2.06%
-$18,598.53 
SPEM SPDR Portfolio Emerging Markets ETF
-1.9%
-$47,675.5 
V Visa Inc. Class A
-1.56%
-$22,981.91 
NVDA NVIDIA Corporation
-1.41%
-$22,221.2 
QQQM Invesco NASDAQ 100 ETF
-1.34%
-$50,181.3 
IWF iShares Russell 1000 Growth ETF
-1.34%
-$3,525.12 
QQQ Invesco QQQ Trust, Series 1
-1.34%
-$10,487.84 
MPWR Monolithic Power Systems, Inc.
-1.27%
-$4,617.45 
NXPI NXP Semiconductors N.V.
-1.26%
-$4,154.31 
GS The Goldman Sachs Group, Inc.
-1.25%
-$11,288.55 
APH Amphenol Corporation
-1.24%
-$3,214.8 
MS Morgan Stanley
-1.18%
-$6,437.78 
FAST Fastenal Co.
-1.1%
-$6,857.23 
EFG iShares MSCI EAFE Growth ETF
-1.05%
-$42,788.84 
CRM Salesforce Inc
-1.05%
-$4,894.24 
TRMK Trustmark Corporation
-1.01%
-$4,772.16 
AAPL Apple Inc.
-0.95%
-$74,526.94 
AMZN Amazon.com Inc
-0.73%
-$11,532.66 
DIS The Walt Disney Company
-0.73%
-$4,355.91 
BLK BlackRock, Inc.
-0.7%
-$2,691.61 
C Citigroup Inc.
-0.69%
-$5,602.87 
DHR Danaher Corporation
-0.61%
-$2,084.04 
IVV iShares Core S&P 500 ETF
-0.61%
-$375,858.56 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$22,632.12 
RIVN Rivian Automotive, Inc.
-0.58%
-$1,238.37 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$6,424 
JPC Nuveen Preferred & Income Opportunities Fund
-0.43%
-$370.33 
RF Regions Financial Corporation
-0.34%
-$1,028.28 
IQLT iShares MSCI International Quality Factor ETF
-0.3%
-$16,308.75 
SPGP Invesco S&P 500 GARP ETF
-0.28%
-$732.55 
RDVY First Trust Rising Dividend Achievers ETF
-0.21%
-$8,303.14 
ADP Automatic Data Processing Inc.
-0.17%
-$1,423.35 
LOW Lowe's Companies Inc.
-0.17%
-$989.04 
SCHA Schwab U.S. Small-Cap ETF
-0.13%
-$2,407.68 
DLR Digital Realty Trust, Inc.
-0.12%
-$576.46 
BIPC Brookfield Infrastructure Partners L.P.
-0.1%
-$314.16 
NFLT Virtus Newfleet Multi-Sector Bond ETF
-0.09%
-$762.02 
TJX The TJX Companies, Inc.
-0.08%
-$474.84 
CAT Caterpillar Inc.
-0.07%
-$721.06 
JHMM John Hancock Multifactor Mid Cap ETF
-0.05%
-$1,236.28 
IWM iShares Russell 2000 ETF
-0.05%
-$2,469 
IWR iShares Russell Mid-Cap ETF
-0.04%
-$897.6 
BX Blackstone Inc.
-0.02%
-$108.63 Events
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Dividends
Dividend Analysis
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| Trades 625 | Longs Won 406/625 64% | Profit Factor 11.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $399,856.76 |
| Average Win $85,853.53 | Best Trade (Jul 15) $9.44M | Sharpe Ratio -17.51 |
| Average Loss -$14,247.71 | Worst Trade (Jul 10) -$368,224.48 | Z-Score 10.2 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 4d | Expectancy $50,778.05 |
| 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 | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
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Returns
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Option values are updated at end of day.
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