Brad Saenz Portfolio
Invests via Coastwise Capital Group LLC | Managed by Scott G. Kyle, Laurie Itkin, Patrick Fischer
Invests via Coastwise Capital Group LLC
Managed by Scott G. Kyle, Laurie Itkin, Patrick Fischer
Automatically Tracked
Brad Saenz Profile
Brad Saenz is a seasoned entrepreneur and executive with significant influence in the technology sector. His career is marked by pivotal leadership roles in high-growth companies, where he has driven innovation and market expansion strategies. Known for his ability to scale operations and enhance corporate performance, he has played an instrumental role in guiding startups through various stages of development. With a background that integrates technical expertise with business acumen, he stands out as a key player in fostering new ventures and connecting them to capital sources. This unique combination positions him prominently within both the entrepreneurial landscape and investor circles.
Brad Saenz is a seasoned entrepreneur and executive with significant influence in the technology sector. His career is marked by pivotal leadership roles in high-growth companies, where he has driven innovation and market expansion strategies. Known for his ability to scale operations and enhance corporate performance, he has played an instrumental role in guiding startups through various stages of development. With a background that integrates technical expertise with business acumen, he stands out as a key player in fostering new ventures and connecting them to capital sources. This unique combination positions him prominently within both the entrepreneurial landscape and investor circles.
Investment Philosophy & Strategy
The dynamic landscape of technology presents numerous investment opportunities, particularly in emerging startups. Brad Saenz leverages his extensive entrepreneurial background to identify and nurture innovative ventures poised for disruption. His strategic insights into operational scalability enable him to guide companies effectively through critical growth phases, focusing on aligning technological advancements with market demand. By fostering a robust network within investor communities, he facilitates essential capital access for promising projects, thus driving their potential forward. This approach reflects not only an astute understanding of the industry but also a commitment to transforming visionary ideas into viable businesses.
The dynamic landscape of technology presents numerous investment opportunities, particularly in emerging startups. Brad Saenz leverages his extensive entrepreneurial background to identify and nurture innovative ventures poised for disruption. His strategic insights into operational scalability enable him to guide companies effectively through critical growth phases, focusing on aligning technological advancements with market demand. By fostering a robust network within investor communities, he facilitates essential capital access for promising projects, thus driving their potential forward. This approach reflects not only an astute understanding of the industry but also a commitment to transforming visionary ideas into viable businesses.
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:
91.45%
Gain +0.61%
Monthly
0.98%
Yearly
12.45%
Drawdown
18.47%
$176.66M
Equity
Holdings
$176.66M
Investment
$122.71M
$62.02M
Profit +$755,322.47
Realized
$8.07M
Unrealized
$53.95M
Dividends
$10.34M
Goals
Avg. 75% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.61%
Profit
$755,322.47
Win %
78%
This Week
Compared To Last Week
Gain
0.43%
Profit
$755,322.47
Win %
78%
This Month
Compared to last month
Gain
0.48%
Profit
$850,728.55
Win %
78%
This Year
Compared to last year
Gain
2.52%
Profit
$4.34M
Win %
80%
TSLA Tesla, Inc.
+5.21%
+$134,306.2 
LMT Lockheed Martin Corporation
+5.15%
+$90,588.3 
INTC Intel Corporation
+4.04%
+$48,034.35 
CSCO Cisco Systems, Inc.
+3.52%
+$64,785 
RTX RTX Corporation
+3.39%
+$32,899.95 
LRCX Lam Research Corp.
+3.2%
+$110,061.29 
DAL Delta Air Lines, Inc.
+3.14%
+$22,519.04 
MU Micron Technology Inc.
+2.98%
+$7,975.75 
AMD Advanced Micro Devices Inc.
+2.82%
+$24,696.18 
PANW Palo Alto Networks, Inc.
+2.6%
+$6,857.72 
NOC Northrop Grumman Corporation
+2.53%
+$8,382 
NVDA NVIDIA Corporation
+2.4%
+$160,689.02 
AVGO Broadcom Inc.
+2.33%
+$16,687.72 
MS Morgan Stanley Common Stock
+2.24%
+$7,585.72 
GD General Dynamics Corp.
+2.2%
+$30,006.38 
QCOM QUALCOMM Incorporated
+2.1%
+$35,601.12 
WYNN Wynn Resorts, Limited
+2.02%
+$12,621.42 
SBUX Starbucks Corp.
+1.87%
+$29,801.52 
PWCDF Power Corporation of Canada
+1.85%
+$4,197.57 
GILD Gilead Sciences Inc.
+1.7%
+$7,173.55 
XLK State Street Technology Select Sector SPDR ETF
+1.69%
+$5,536.6 
NKE Nike, Inc. Class B Common Stock
+1.64%
+$4,729.33 
ALK Alaska Air Group Inc.
+1.61%
+$3,898.32 
ETN Eaton Corporation plc
+1.58%
+$5,979.8 
MSFT Microsoft Corporation Common Stock
+1.54%
+$127,684.47 
VGT Vanguard Information Technology ETF
+1.49%
+$3,419.64 
AMGN Amgen Inc. Common Stock
+1.22%
+$17,216.22 
PM Philip Morris International Inc.
+1.22%
+$3,163.86 
NSC Norfolk Southern Corp.
+1.21%
+$9,014.7 
BRK-B Berkshire Hathaway Inc.
+1.19%
+$10,159.4 
ABT Abbott Laboratories
+1.15%
+$11,625.11 
QQQ Invesco QQQ Trust, Series 1
+1.1%
+$24,468.1 
NUV Nuveen Municipal Value Fund, Inc.
+1.03%
+$1,097.94 
GE General Electric Company
+0.97%
+$1,778.77 
JNJ Johnson & Johnson
+0.97%
+$15,843.84 
MCD McDonald's Corporation
+0.96%
+$1,945.46 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.85%
+$3,037.32 
BLK BlackRock, Inc.
+0.84%
+$2,617.02 
IJH iShares Core S&P Mid-Cap ETF
+0.77%
+$2,464.76 
JPM JPMorgan Chase & Co.
+0.77%
+$8,763.53 
AAL American Airlines Group Inc.
+0.74%
+$3,528 
VLUE iShares MSCI USA Value Factor ETF
+0.74%
+$1,746.03 
XOM ExxonMobil Holdings Corporation
+0.73%
+$4,855.36 
IVV iShares Core S&P 500 ETF
+0.71%
+$6,529.1 
CAT Caterpillar Inc.
+0.7%
+$5,000.32 
VOO Vanguard S&P 500 ETF
+0.7%
+$8,839.01 
SPY State Street SPDR S&P 500 ETF Trust
+0.69%
+$62,976.28 
XBI State Street SPDR S&P Biotech ETF
+0.64%
+$2,968.32 
IWB iShares Russell 1000 ETF
+0.64%
+$1,415.08 
SCHV Schwab U.S. Large-Cap Value ETF
+0.58%
+$31,777.2 
IWO iShares Russell 2000 Growth ETF
+0.57%
+$2,636.2 
VYM Vanguard High Dividend Yield ETF
+0.56%
+$9,231.04 
SCHA Schwab U.S. Small-Cap ETF
+0.55%
+$7,722 
VIG Vanguard Dividend Appreciation ETF
+0.55%
+$2,000.32 
GM General Motors Co.
+0.51%
+$3,007.29 
IJR iShares Core S&P Small-Cap ETF
+0.51%
+$1,694.77 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.51%
+$1,757.16 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
+0.5%
+$14,840.01 
LLY Eli Lilly and Company
+0.48%
+$1,881.89 
O Realty Income Corp.
+0.47%
+$1,337.58 
VB Vanguard Small-Cap ETF
+0.47%
+$2,138.67 
IBB iShares Biotechnology ETF
+0.46%
+$2,966.85 
AMZN Amazon.com Inc
+0.44%
+$30,274.75 
IWM iShares Russell 2000 ETF
+0.43%
+$3,668.4 
XLE State Street Energy Select Sector SPDR ETF
+0.43%
+$1,886.7 
CLX The Clorox Company
+0.43%
+$1,181.04 
TLT iShares 20+ Year Treasury Bond ETF
+0.42%
+$1,688.43 
VEA Vanguard FTSE Developed Markets ETF
+0.41%
+$1,486.8 
ABBV AbbVie Inc.
+0.4%
+$1,915.88 
COP ConocoPhillips
+0.4%
+$2,021.31 
PHYS Sprott Physical Gold Trust
+0.4%
+$864 
SCHF Schwab International Equity ETF
+0.39%
+$6,856.29 
C Citigroup Inc.
+0.37%
+$2,366.55 
VGK Vanguard FTSE Europe ETF
+0.36%
+$838.86 
RSP Invesco S&P 500 Equal Weight ETF
+0.35%
+$1,535.96 
IAU iShares Gold Trust
+0.35%
+$962 
VBR Vanguard Small-Cap Value ETF
+0.33%
+$1,763.2 
WMT Walmart Inc.
+0.33%
+$1,315.74 
WFC Wells Fargo & Company
+0.32%
+$1,978.6 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.3%
+$6,405.32 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
+0.28%
+$876.96 
FNDX Schwab Fundamental U.S. Large Company ETF
+0.24%
+$1,012.56 
FNDF Schwab Fundamental International Equity ETF
+0.22%
+$670.92 
AES The AES Corporation
+0.2%
+$367.74 
BMY Bristol-Myers Squibb Company
+0.2%
+$3,475.32 
COST Costco Wholesale Corp
+0.18%
+$2,996.44 
FPE First Trust Preferred Securities and Income ETF
+0.18%
+$717.57 
ECL Ecolab Inc.
+0.15%
+$325.5 
SLB SLB N.V.
+0.07%
+$263.1 
FTSL First Trust Senior Loan Fund
+0.04%
+$684.22 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$194.88 
SCUS Schwab Ultra-Short Income ETF
+0.02%
+$104.05 
FTSM First Trust Enhanced Short Maturity ETF
0%
$0 
VZ Verizon Communications Inc.
-3.47%
-$84,104.55 
ETHA iShares Ethereum Trust ETF
-3.22%
-$7,359.79 
MRK Merck & Co., Inc.
-3.21%
-$59,764.5 
NFLX Netflix Inc.
-2.97%
-$31,385.57 
TGT Target Corp.
-2.79%
-$10,032.3 
XRX Xerox Holdings Corporation
-2.15%
-$899.75 
FNDE Schwab Fundamental Emerging Markets Equity ETF
-2.01%
-$7,643.16 
ADBE Adobe Inc.
-1.97%
-$6,323.2 
META Meta Platforms Inc Class A
-1.88%
-$59,769.36 
DIS The Walt Disney Company
-1.87%
-$12,634.68 
UNH UnitedHealth Group Inc.
-1.77%
-$22,764.55 
IBIT iShares Bitcoin Trust ETF
-1.61%
-$7,115.84 
BP BP Plc Sponsored ADR
-1.53%
-$12,803.35 
PID Invesco International Dividend Achievers ETF
-1.3%
-$2,670.64 
DEM WisdomTree Emerging Markets High Dividend Fund
-1.16%
-$4,650.62 
AAPL Apple Inc.
-1.1%
-$122,549.24 
GOOGL Alphabet Inc
-1.06%
-$78,412.95 
CL Colgate-Palmolive Co.
-1.01%
-$2,656.2 
TJX The TJX Companies, Inc.
-0.94%
-$2,041.36 
SCHW The Charles Schwab Corporation
-0.92%
-$2,921.66 
V Visa Inc. Class A
-0.91%
-$7,225.04 
UBER Uber Technologies Inc.
-0.85%
-$4,594.2 
MCK McKesson Corporation
-0.79%
-$2,227.8 
PFE Pfizer Inc.
-0.77%
-$18,406.44 
PG The Procter & Gamble Company
-0.66%
-$9,020.63 
MDT Medtronic plc
-0.65%
-$4,405.1 
MRNA Moderna Inc.
-0.62%
-$4,375 
SCHE Schwab Emerging Markets Equity ETF
-0.6%
-$4,223.94 
NLY Annaly Capital Management, Inc.
-0.52%
-$887.21 
CVX Chevron Corporation
-0.51%
-$11,374.02 
T AT&T Inc.
-0.41%
-$6,149.84 
SPCX Space Exploration Technologies Corp. Class A
-0.4%
-$799.45 
CRM Salesforce, Inc.
-0.4%
-$5,539.05 
PGX Invesco Preferred ETF
-0.35%
-$1,848.07 
EEM iShares MSCI Emerging Markets ETF
-0.31%
-$669.75 
PEP PepsiCo, Inc.
-0.24%
-$2,385.6 
PFF iShares Preferred and Income Securities ETF
-0.17%
-$825 
ARES Ares Management Corp. Class A Common Stock
-0.17%
-$448.14 
F Ford Motor Co.
-0.17%
-$848.34 
HD The Home Depot, Inc.
-0.14%
-$707 
NEE NextEra Energy Inc.
-0.09%
-$493.71 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.08%
-$161.06 
ORCL Oracle Corporation
-0.07%
-$210.96 
BA The Boeing Company
-0.06%
-$806.74 
IBM International Business Machines Corporation
-0.05%
-$197.21 
BAC Bank of America Corporation
-0.02%
-$260.4 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$55.22 
SCHD Schwab U.S. Dividend Equity ETF
-0.01%
-$1,934.85 
KO The Coca-Cola Company
-0.01%
-$166.59 
XLV State Street Health Care Select Sector SPDR ETF
-0.01%
-$18.01 Events
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Dividends
Dividend Analysis
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| Trades 2096 | Longs Won 1380/2096 65% | Profit Factor 5.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $175,738.89 |
| Average Win $55,608.03 | Best Trade (Oct 21) $3.1M | Sharpe Ratio -11.21 |
| Average Loss -$20,560.76 | Worst Trade (Sep 29) -$2.62M | Z-Score 4.36 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 3d | Expectancy $29,588.54 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,621 | 7,759 | 6,897 | 6,034 | 5,172 | 4,310 | 3,448 | 2,586 | 1,724 | 862 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 39,200 | $535,089 | $478,240 | - | -$56,849 | -10.62% | +0.743% |
| AAPL Apple Inc. | 32,123 | $5.45M | $11.05M | - | $5.6M | 102.63% | -1.097% |
| ABBV AbbVie Inc. | 1,666 | $282,360.6 | $477,792.14 | - | $195,431.54 | 69.21% | +0.403% |
| ABT Abbott Laboratories | 9,769 | $1.01M | $1.02M | - | $15,644.06 | 1.55% | +1.148% |
| ADBE Adobe Inc. | 1,216 | $249,304.32 | $314,481.92 | - | $65,177.6 | 26.14% | -1.971% |
| AES The AES Corporation | 12,258 | $179,702.28 | $184,237.74 | - | $4,535.46 | 2.52% | +0.2% |
| ALK Alaska Air Group Inc. | 7,024 | $316,963.64 | $245,523.92 | - | -$71,439.72 | -22.54% | +1.613% |
| AMD Advanced Micro Devices Inc. | 1,695 | $243,457.91 | $900,655.2 | - | $657,197.29 | 269.94% | +2.819% |
| AMGN Amgen Inc. Common Stock | 3,206 | $882,286.63 | $1.43M | - | $543,197.15 | 61.57% | +1.223% |
| AMZN Amazon.com Inc | 27,775 | $3.26M | $6.92M | - | $3.66M | 112.16% | +0.44% |
| ARES Ares Management Corp. Class A Common Stock | 2,134 | $237,535.54 | $260,070.58 | - | $22,535.04 | 9.49% | -0.172% |
| AVGO Broadcom Inc. | 2,228 | $692,447.91 | $733,390.76 | - | $40,942.85 | 5.91% | +2.328% |
| BA The Boeing Company | 7,334 | $1.36M | $1.38M | - | $18,835.82 | 1.38% | -0.058% |
| BAC Bank of America Corporation | 26,040 | $876,386.14 | $1.32M | - | $439,935.86 | 50.2% | -0.02% |
| BLK BlackRock, Inc. | 279 | $307,008.51 | $314,608.77 | - | $7,600.26 | 2.48% | +0.839% |
| BMY Bristol-Myers Squibb Company | 28,961 | $1.34M | $1.78M | - | $447,091.09 | 33.44% | +0.195% |
| BP BP Plc Sponsored ADR | 16,310 | $525,050.41 | $824,225.85 | - | $299,175.44 | 56.98% | -1.53% |
| BRK-B Berkshire Hathaway Inc. | 1,580 | $672,507.77 | $866,819.6 | - | $194,311.83 | 28.89% | +1.186% |
| BSV Vanguard Short-Term Bond ETF | 3,681 | $289,949.84 | $282,608.77 | - | -$7,341.07 | -2.53% | -0.02% |
| C Citigroup Inc. | 5,259 | $237,962.54 | $636,707.13 | - | $398,744.59 | 167.57% | +0.373% |
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FAQ
Which stocks have generated the highest profits for Brad Saenz?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $2.26M, Invesco QQQ Trust, Series 1 - $1.59M, Schwab U.S. Dividend Equity ETF - $1.09M, Netflix Inc - $956,449.5, and International Business Machines Corporation - $844,945.21. 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: Wells Fargo & Company - $2.52M, Amazon.com Inc - $1.28M, Xerox Holdings Corporation - $305,981.9, PayPal Holdings, Inc - $287,451.74, and Intel Corporation - $244,647.7. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brad Saenz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.34M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $1.06M, Verizon Communications Inc - $576,457.49, First Trust Senior Loan Fund - $430,275.2, AT&T Inc - $414,385.36, and Pfizer Inc - $379,907.96. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brad Saenz's monthly returns?
Brad Saenz'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 Brad Saenz's strategy be considered aggressive or moderate?
Brad Saenz'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 Brad Saenz's strategy?
Brad Saenz'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.
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