Marshall McCormick Portfolio
Invests via Fingerlakes Wealth Management Inc. | Managed by Marshall McCormick, Susan McCormick, Melissa Vanderhoof, Ksenia Trikoz
Invests via Fingerlakes Wealth Management Inc.
Managed by Marshall McCormick, Susan McCormick, Melissa Vanderhoof, Ksenia Trikoz
Automatically Tracked
Marshall McCormick Profile
With a strong background in technology-driven enterprises, Marshall McCormick has established himself as a significant player in the startup ecosystem. Known for his innovative approach, he has successfully navigated multiple founding roles, leading teams to develop cutting-edge solutions that disrupt traditional markets. His expertise lies in scaling emerging businesses and leveraging strategic partnerships to enhance market presence. Over the years, McCormick's ventures have attracted notable investment interest due to their potential for transformative impact within their respective sectors. His ability to blend technical knowledge with entrepreneurial acumen positions him as a vital contributor to advancements in entrepreneurship and investment dynamics.
With a strong background in technology-driven enterprises, Marshall McCormick has established himself as a significant player in the startup ecosystem. Known for his innovative approach, he has successfully navigated multiple founding roles, leading teams to develop cutting-edge solutions that disrupt traditional markets. His expertise lies in scaling emerging businesses and leveraging strategic partnerships to enhance market presence. Over the years, McCormick's ventures have attracted notable investment interest due to their potential for transformative impact within their respective sectors. His ability to blend technical knowledge with entrepreneurial acumen positions him as a vital contributor to advancements in entrepreneurship and investment dynamics.
Investment Philosophy & Strategy
Opportunities within technology sectors are at the forefront of Marshall McCormick's investment approach. With a focus on startups, he prioritizes ventures that showcase innovation and scalable business models. This dynamic founder draws upon extensive experience in aligning product development with market needs, often establishing strategic collaborations to accelerate growth trajectories. By concentrating on industries ripe for disruption, he actively seeks companies capable of reshaping traditional paradigms. His commitment to fostering transformational change not only enhances value creation but also positions his portfolio for sustained relevance in an evolving landscape.
Opportunities within technology sectors are at the forefront of Marshall McCormick's investment approach. With a focus on startups, he prioritizes ventures that showcase innovation and scalable business models. This dynamic founder draws upon extensive experience in aligning product development with market needs, often establishing strategic collaborations to accelerate growth trajectories. By concentrating on industries ripe for disruption, he actively seeks companies capable of reshaping traditional paradigms. His commitment to fostering transformational change not only enhances value creation but also positions his portfolio for sustained relevance in an evolving landscape.
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:
115.53%
Gain +1.29%
Monthly
1.23%
Yearly
15.77%
Drawdown
23.99%
$186.73M
Equity
Holdings
$186.73M
Investment
$121.09M
$67.07M
Profit +$1.49M
Realized
$1.43M
Unrealized
$65.64M
Dividends
$6.07M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.29%
Profit
$1.49M
Win %
88%
This Week
Compared To Last Week
Gain
0.8%
Profit
$1.49M
Win %
88%
This Month
Compared to last month
Gain
-0.04%
Profit
-$73,409.08
Win %
88%
This Year
Compared to last year
Gain
0.86%
Profit
$1.6M
Win %
87%
AMAT Applied Materials Inc.
+3.64%
+$75,501.28 
PL Planet Labs PBC
+3.43%
+$4,600 
CSCO Cisco Systems, Inc.
+3.31%
+$17,847.68 
LMT Lockheed Martin Corporation
+3.31%
+$14,725.27 
GLW Corning Incorporated
+2.92%
+$6,252.52 
NVDA NVIDIA Corporation
+2.23%
+$11,296.15 
MTUM iShares MSCI USA Momentum Factor ETF
+1.97%
+$13,530.82 
SPHB Invesco S&P 500 High Beta ETF
+1.94%
+$8,160.24 
XLK State Street Technology Select Sector SPDR ETF
+1.66%
+$137,637.05 
BTI British American Tobacco plc ADR
+1.6%
+$4,531.5 
QTEC First Trust NASDAQ-100 Technology Sector Index Fund
+1.59%
+$11,751.27 
FTEC Fidelity MSCI Information Technology Index ETF
+1.48%
+$82,144.68 
VGT Vanguard Information Technology ETF
+1.44%
+$96,779.71 
XLI State Street Industrial Select Sector SPDR ETF
+1.4%
+$5,587.89 
QQMG Invesco ESG NASDAQ 100 ETF
+1.34%
+$55,707.62 
IWP iShares Russell Mid-Cap Growth ETF
+1.32%
+$7,078.75 
QQQ Invesco QQQ Trust, Series 1
+1.22%
+$118,042.01 
IWY iShares Russell Top 200 Growth ETF
+1.21%
+$32,191.2 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+1.17%
+$13,204.59 
IUSG iShares Core S&P U.S. Growth ETF
+1.16%
+$3,673.28 
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF
+1.15%
+$2,186.73 
VOT Vanguard Mid-Cap Growth ETF
+1.09%
+$31,700.64 
MSFT Microsoft Corporation Common Stock
+1.09%
+$50,781.21 
NULG Nuveen ESG Large-Cap Growth ETF
+1.09%
+$4,867.98 
EQIX Equinix, Inc.
+1.08%
+$4,642.65 
CAT Caterpillar Inc.
+1.08%
+$8,528.91 
SLYG SPDR S&P 600 Small Cap Growth ETF
+1.05%
+$5,021.24 
MGK Vanguard Mega Cap Growth ETF
+1.05%
+$136,092.05 
NUMG Nuveen ESG Mid-Cap Growth ETF
+1.03%
+$5,038.54 
VUG Vanguard Morningstar Growth ETF
+1.02%
+$10,459.82 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.98%
+$89,274.48 
IJH iShares Core S&P Mid-Cap ETF
+0.95%
+$3,644.89 
DSI iShares ESG MSCI KLD 400 ETF
+0.94%
+$30,832.62 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
+0.93%
+$12,805.36 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
+0.89%
+$5,490.72 
CSX CSX Corporation
+0.88%
+$11,443.17 
USSG Xtrackers MSCI USA Selection Equity ETF
+0.82%
+$23,079.94 
ESGU iShares ESG Aware MSCI USA ETF
+0.78%
+$23,263.86 
VTI Vanguard Total Stock Market ETF
+0.77%
+$42,482.73 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.77%
+$8,397.27 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.76%
+$17,230.5 
SUSA iShares ESG Optimized MSCI USA ETF
+0.76%
+$23,856.42 
BBUS JPMorgan BetaBuilders U.S. Equity ETF
+0.75%
+$34,380.37 
IVV iShares Core S&P 500 ETF
+0.74%
+$17,871.84 
SHE State Street SPDR MSCI USA Gender Diversity ETF
+0.74%
+$4,409.4 
VBK Vanguard Small-Cap Growth ETF
+0.74%
+$7,635.06 
SPY State Street SPDR S&P 500 ETF Trust
+0.74%
+$14,153.9 
VOO Vanguard S&P 500 ETF
+0.73%
+$10,849.24 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.73%
+$1,526.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.71%
+$9,198.72 
JNJ Johnson & Johnson
+0.7%
+$5,085.24 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$17,183.2 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.68%
+$18,313.9 
MCD McDonald's Corporation
+0.66%
+$2,997.9 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.65%
+$5,141.11 
ESGV Vanguard ESG U.S. Stock ETF
+0.63%
+$20,694.24 
NZAC State Street SPDR MSCI ACWI Climate Paris Aligned ETF
+0.62%
+$3,361.98 
SCHM Schwab U.S. Mid-Cap ETF
+0.62%
+$2,592.9 
VB Vanguard Small-Cap ETF
+0.62%
+$4,516.05 
VEA Vanguard FTSE Developed Markets ETF
+0.61%
+$10,879.92 
NRO Neuberger Berman Real Estate Securities Income Fund, Inc.
+0.59%
+$240.75 
VYM Vanguard High Dividend Yield ETF
+0.58%
+$4,833.21 
IWR iShares Russell Mid-Cap ETF
+0.55%
+$1,517.4 
LLY Eli Lilly and Company
+0.53%
+$7,158.88 
MGV Vanguard Mega Cap Value ETF
+0.52%
+$53,005.62 
VT Vanguard Total World Stock ETF
+0.52%
+$11,287.49 
VIG Vanguard Dividend Appreciation ETF
+0.52%
+$2,903.04 
VBR Vanguard Small-Cap Value ETF
+0.51%
+$1,083.1 
IMCB iShares Morningstar Mid-Cap ETF
+0.51%
+$1,094 
NULV Nuveen ESG Large-Cap Value ETF
+0.51%
+$1,210.55 
PVAL Putnam Focused Large Cap Value ETF
+0.48%
+$1,215.5 
VSGX Vanguard ESG International Stock ETF
+0.47%
+$1,330.52 
GLD SPDR Gold Shares
+0.47%
+$1,067.05 
DGRO iShares Core Dividend Growth ETF
+0.39%
+$10,563.25 
QWLD State Street SPDR MSCI World StrategicFactors ETF
+0.38%
+$19,983.38 
VNQ Vanguard Real Estate ETF
+0.38%
+$2,902.2 
XOM ExxonMobil Holdings Corporation
+0.35%
+$2,815.11 
USRT iShares Core U.S. REIT ETF
+0.35%
+$1,226.06 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.29%
+$10,342.8 
FNDX Schwab Fundamental U.S. Large Company ETF
+0.29%
+$2,347.45 
AMZN Amazon.com Inc
+0.28%
+$2,552.31 
IUSV iShares Core S&P U.S. Value ETF
+0.27%
+$894.6 
FREL Fidelity MSCI Real Estate Index ETF
+0.27%
+$1,929.15 
NUMV Nuveen ESG Mid-Cap Value ETF
+0.26%
+$2,200.53 
EAD Allspring Income Opportunities Fund
+0.25%
+$326.54 
NEE NextEra Energy Inc.
+0.21%
+$2,833.76 
RPV Invesco S&P 500 Pure Value ETF
+0.2%
+$1,363.91 
BND Vanguard Total Bond Market ETF
+0.18%
+$765.12 
COST Costco Wholesale Corp
+0.11%
+$384.48 
ORCL Oracle Corporation
+0.04%
+$80.85 
MDLZ Mondelēz International, Inc. Class A Common Stock
-1.25%
-$3,222.14 
CHRW C.H. Robinson Worldwide Inc.
-1.05%
-$1,631.55 
AAPL Apple Inc.
-0.91%
-$97,186.17 
ESGE iShares ESG Aware MSCI EM ETF
-0.68%
-$1,443.98 
AIVL WisdomTree U.S. AI Enhanced Value Fund
-0.52%
-$1,592.14 
GOOG Alphabet Inc
-0.44%
-$5,636.4 
IBM International Business Machines Corporation
-0.42%
-$1,473.83 
HD The Home Depot, Inc.
-0.41%
-$3,842.77 
GOOGL Alphabet Inc
-0.31%
-$4,435.16 
LOW Lowe's Companies, Inc.
-0.31%
-$4,014.34 
XLP State Street Consumer Staples Select Sector SPDR ETF
-0.2%
-$435.6 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1559 | Longs Won 1130/1559 72% | Profit Factor 22.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $238,488.68 |
| Average Win $62,086.85 | Best Trade (Oct 22) $5.24M | Sharpe Ratio -109.27 |
| Average Loss -$7,199.08 | Worst Trade (Oct 14) -$140,451.04 | Z-Score 30.34 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 1w 1d | Expectancy $43,021 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 30,658 | $5.36M | $10.56M | - | $5.21M | 97.2% | -0.912% |
| AIVL WisdomTree U.S. AI Enhanced Value Fund | 2,268 | $224,683.31 | $303,129.54 | - | $78,446.23 | 34.91% | -0.522% |
| AMAT Applied Materials Inc. | 5,501 | $736,453.11 | $2.15M | - | $1.41M | 192.03% | +3.638% |
| AMZN Amazon.com Inc | 3,699 | $559,238.72 | $919,904.31 | - | $360,665.59 | 64.49% | +0.278% |
| BBUS JPMorgan BetaBuilders U.S. Equity ETF | 33,379 | $3.46M | $4.61M | - | $1.15M | 33.09% | +0.752% |
| BND Vanguard Total Bond Market ETF | 6,121 | $454,580.97 | $436,580.32 | - | -$18,000.65 | -3.96% | +0.176% |
| BRK-B Berkshire Hathaway Inc. | 4,570 | $1.61M | $2.49M | - | $882,745.27 | 54.75% | +0.693% |
| BTI British American Tobacco plc ADR | 4,770 | $174,675.48 | $288,251.1 | - | $113,575.62 | 65.02% | +1.597% |
| CAT Caterpillar Inc. | 1,151 | $262,490.23 | $799,265.91 | - | $536,775.68 | 204.49% | +1.079% |
| CHRW C.H. Robinson Worldwide Inc. | 1,095 | $202,301.25 | $152,949.6 | - | -$49,351.65 | -24.4% | -1.055% |
| COST Costco Wholesale Corp | 356 | $329,524.28 | $357,566.4 | - | $28,042.12 | 8.51% | +0.108% |
| CSCO Cisco Systems, Inc. | 5,056 | $298,057.57 | $556,311.68 | - | $258,254.11 | 86.65% | +3.315% |
| CSX CSX Corporation | 25,715 | $963,651.71 | $1.32M | - | $353,856.31 | 36.72% | +0.876% |
| DGRO iShares Core Dividend Growth ETF | 34,075 | $1.98M | $2.72M | - | $746,706.87 | 37.75% | +0.389% |
| DIA State Street SPDR Dow Jones Industrial Average ETF Trust | 6,760 | $2.34M | $3.53M | - | $1.19M | 50.81% | +0.293% |
| DSI iShares ESG MSCI KLD 400 ETF | 22,588 | $2.19M | $3.31M | - | $1.11M | 50.73% | +0.941% |
| EAD Allspring Income Opportunities Fund | 21,769 | $152,059.67 | $128,981.32 | - | -$23,078.35 | -15.18% | +0.254% |
| EQIX Equinix, Inc. | 449 | $335,701.44 | $433,451.13 | - | $97,749.69 | 29.12% | +1.083% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 7,731 | $646,800.55 | $793,471.18 | - | $146,670.63 | 22.68% | +0.652% |
| ESGE iShares ESG Aware MSCI EM ETF | 4,247 | $232,268.43 | $212,562.35 | - | -$19,706.08 | -8.48% | -0.675% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Marshall McCormick?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $526,214.42, Vanguard Mega Cap Value ETF - $451,263.04, Vanguard Information Technology ETF - $414,152.65, Vanguard Mega Cap Growth ETF - $362,554.34, and State Street Technology Select Sector SPDR ETF - $341,901.8. 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: Netflix Inc - $116,824.5, PayPal Holdings, Inc - $114,754.05, Vanguard Long-Term Corporate Bond ETF - $96,964.79, CSX Corporation - $87,548.16, and The Western Union Company - $71,907.91. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Marshall McCormick's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.07M earned over time. The largest contributors to dividend income include Vanguard Mega Cap Value ETF - $423,120.49, Vanguard Total Stock Market ETF - $243,949.64, State Street SPDR MSCI World StrategicFactors ETF - $214,583.29, State Street SPDR Dow Jones Industrial Average ETF Trust - $197,986.89, and Invesco QQQ Trust, Series 1 - $186,848.78. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Marshall McCormick's monthly returns?
Marshall McCormick'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 Marshall McCormick's strategy be considered aggressive or moderate?
Marshall McCormick'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 Marshall McCormick's strategy?
Marshall McCormick'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.
2026 © Marketlog. All Rights Reserved.
