RW
Ryan Westerbeck Portfolio
Invests via Greenup Street Wealth Management LLC | Managed by Daniel Greulich, Anthony Michael Schmitt, Aaron Gideon Kirsch, Brandon Kraus, Alexander Fishman, Kyle Barclay
Invests via Greenup Street Wealth Management LLC
Managed by Daniel Greulich, Anthony Michael Schmitt, Aaron Gideon Kirsch, Brandon Kraus, Alexander Fishman, Kyle Barclay
Automatically Tracked
Ryan Westerbeck Profile
Ryan Westerbeck brings significant experience in corporate development and operational leadership within high-growth sectors. Known for his role as a strategic advisor to several startups, he leverages insights from his background in finance and technology to drive innovation and value creation. His leadership has been instrumental in guiding companies through transformative growth phases, establishing strong market positions amidst competitive pressures. With an educational foundation rooted in business management, Westerbeck continues to play a pivotal role at the intersection of entrepreneurship and capital markets.
Ryan Westerbeck brings significant experience in corporate development and operational leadership within high-growth sectors. Known for his role as a strategic advisor to several startups, he leverages insights from his background in finance and technology to drive innovation and value creation. His leadership has been instrumental in guiding companies through transformative growth phases, establishing strong market positions amidst competitive pressures. With an educational foundation rooted in business management, Westerbeck continues to play a pivotal role at the intersection of entrepreneurship and capital markets.
Investment Philosophy & Strategy
At the forefront of identifying market opportunities, Ryan Westerbeck combines his deep expertise in corporate development with a focus on innovation-driven growth. His approach emphasizes leveraging strategic insights to enhance business models within dynamic environments. By engaging with startups and established firms alike, he fosters transformation that prioritizes scalability and competitive positioning. This forward-thinking mindset is paired with operational excellence, enabling him to navigate challenges effectively while cultivating strong value propositions for investors and stakeholders alike.
At the forefront of identifying market opportunities, Ryan Westerbeck combines his deep expertise in corporate development with a focus on innovation-driven growth. His approach emphasizes leveraging strategic insights to enhance business models within dynamic environments. By engaging with startups and established firms alike, he fosters transformation that prioritizes scalability and competitive positioning. This forward-thinking mindset is paired with operational excellence, enabling him to navigate challenges effectively while cultivating strong value propositions for investors and stakeholders alike.
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:
58.53%
Gain +0.27%
Monthly
0.85%
Yearly
10.69%
Drawdown
16.96%
$793.32M
Equity
Holdings
$793.32M
Investment
$690.33M
$177.13M
Profit +$1.45M
Realized
$72.28M
Unrealized
$104.85M
Dividends
$37.12M
Goals
Avg. 43.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.27%
Profit
$1.45M
Win %
66%
This Week
Compared To Last Week
Gain
0.18%
Profit
$1.45M
Win %
66%
This Month
Compared to last month
Gain
-2.63%
Profit
-$21.45M
Win %
66%
This Year
Compared to last year
Gain
-2.63%
Profit
-$21.45M
Win %
68%
ADSK Autodesk, Inc.
+7.7%
+$109,952.64 
BKNG Booking Holdings Inc.
+5.26%
+$197,945.07 
ORLY O'Reilly Automotive Inc.
+3.65%
+$42,318.54 
GOOG Alphabet Inc
+2.34%
+$91,054.09 
PEP PepsiCo, Inc.
+2.31%
+$52,182.9 
MA Mastercard Incorporated
+2.23%
+$56,490.54 
MCD McDonald's Corporation
+2.23%
+$12,966.52 
GE General Electric Company
+2.23%
+$7,596.31 
SCHW Charles Schwab Corporation
+2.17%
+$59,871.11 
WMT Walmart Inc.
+2.07%
+$7,976.78 
VZ Verizon Communications Inc.
+2.03%
+$7,851.82 
BX Blackstone Inc.
+2%
+$50,668.8 
MSFT Microsoft Corp.
+1.94%
+$187,153.15 
V Visa Inc. Class A
+1.91%
+$97,898.36 
VMC Vulcan Materials Company
+1.71%
+$49,471.02 
AAPL Apple Inc.
+1.17%
+$147,427.11 
IBM International Business Machines Corporation
+0.98%
+$2,276.01 
JNJ Johnson & Johnson
+0.97%
+$6,579.03 
JPM JPMorgan Chase & Co.
+0.85%
+$4,688.34 
SPG Simon Property Group, Inc.
+0.82%
+$2,647.89 
VLO Valero Energy Corporation
+0.8%
+$14,225.22 
TRV The Travelers Companies, Inc.
+0.8%
+$3,763.61 
NVS Novartis AG Sponsored ADR
+0.71%
+$2,192.31 
EFA iShares MSCI EAFE ETF
+0.48%
+$6,468.5 
BRK-B Berkshire Hathaway Inc.
+0.46%
+$2,400.75 
IVE ISHARES S&P 500 VALUE ETF
+0.45%
+$123,844.11 
NFLX Netflix, Inc.
+0.44%
+$3,123.91 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.39%
+$2,075.92 
CSCO Cisco Systems, Inc.
+0.35%
+$1,318.8 
AVGO Broadcom Inc.
+0.34%
+$29,598.17 
VTV Vanguard Value ETF
+0.32%
+$101,201.22 
AVDE Avantis International Equity ETF
+0.31%
+$296,500.12 
AGG iShares Core U.S. Aggregate Bond ETF
+0.24%
+$4,257.53 
ELV Elevance Health, Inc.
+0.18%
+$6,983.02 
CRDO Credo Technology Group Holding Ltd.
+0.15%
+$5,990.91 
LLY Eli Lilly and Company
+0.12%
+$4,523.91 
AVUV Avantis U.S. Small Cap Value ETF
+0.12%
+$6,987.3 
SPH Suburban Propane Partners L.P.
+0.11%
+$434.12 
AMGN Amgen Inc.
+0.06%
+$517.86 
NVDA NVIDIA Corporation
+0.06%
+$7,758.05 
ABT Abbott Laboratories
+0.05%
+$154.66 
AVEM Avantis Emerging Markets Equity ETF
+0.04%
+$31,919.84 
EEM iShares MSCI Emerging Markets ETF
+0.03%
+$120.24 
VOO Vanguard S&P 500 ETF
+0.03%
+$149.25 
SPY SPDR S&P 500 ETF Trust
+0.02%
+$257.78 
COIN Coinbase Global, Inc.
+0.02%
+$377.92 
IWD iShares Russell 1000 Value ETF
+0.02%
+$117.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$55.63 
HD The Home Depot, Inc.
+0.01%
+$40.1 
VO Vanguard Mid-Cap ETF
+0.01%
+$1,091.91 
MDY SPDR S&P MidCap 400 ETF Trust
+0.01%
+$20.93 
GOOGL Alphabet Inc
+0.01%
+$1,285.44 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.01%
+$63.02 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.01%
+$30.26 
FFOX FundX Future Fund Opportunities ETF
0%
+$3.78 
UITB VictoryShares Core Intermediate Bond ETF
0%
+$228.01 
ACWI iShares MSCI ACWI ETF
0%
$0 
BAM
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BLLN BillionToOne, Inc.
0%
$0 
BLV Vanguard Long-Term Bond ETF
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
DSU BlackRock Debt Strategies Fund Inc.
0%
$0 
FDT First Trust Developed Markets ex-US Fund
0%
$0 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FTA First Trust Large Cap Value AlphaDEX Fund
0%
$0 
FYC First Trust Small Cap Growth Fund
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
KO The Coca-Cola Company
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MDT Medtronic plc
0%
$0 
MPLX MPLX LP
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NLR VanEck Uranium and Nuclear ETF
0%
$0 
NUEM Nuveen ESG Emerging Markets Equity Fund
0%
$0 
NULG Nuveen ESG Large-Cap Growth ETF
0%
$0 
ORCL Oracle Corporation
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHQ Schwab Long-Term U.S. Treasury ETF
0%
$0 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TYL Tyler Technologies Inc.
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VOT Vanguard Mid-Cap Growth ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
BPRE
-21.67%
-$97.52 
AMD Advanced Micro Devices, Inc.
-5.17%
-$12,123 
COP ConocoPhillips
-3.89%
-$42,087.24 
AMAT Applied Materials, Inc.
-3.61%
-$8,247.36 
MU Micron Technology, Inc.
-2.25%
-$5,976 
PANW Palo Alto Networks, Inc.
-2%
-$130,351.29 
GEV GE Vernova Inc.
-1.79%
-$4,454.1 
UPS United Parcel Service, Inc.
-1.6%
-$5,796 
SPCX Space Exploration Technologies Corp. Class A
-1.36%
-$5,997.4 
ETN Eaton Corporation plc
-1.34%
-$36,359.33 
TSLA Tesla, Inc.
-1.22%
-$54,456.32 
ABBV AbbVie Inc.
-0.94%
-$9,711.16 
PWR Quanta Services Inc.
-0.89%
-$3,363.82 
SO The Southern Company
-0.79%
-$5,279.12 
UNH UnitedHealth Group Incorporated
-0.74%
-$2,780.69 
INTC Intel Corporation
-0.7%
-$2,493.4 
DE Deere & Company
-0.5%
-$1,023.63 
HWM Howmet Aerospace Inc.
-0.46%
-$18,452.42 
MRK Merck & Co., Inc.
-0.24%
-$858.1 
META Meta Platforms Inc Class A
-0.22%
-$17,619.36 
SUSA iShares MSCI USA ESG Select ETF
-0.09%
-$587.39 
IEV iShares Europe ETF
-0.06%
-$142.15 
CVX Chevron Corporation
-0.04%
-$173.09 
VB Vanguard Small-Cap ETF
-0.03%
-$1,062.61 
FXN First Trust Energy AlphaDEX Fund
-0.02%
-$953.69 
PH Parker-Hannifin Corporation
-0.02%
-$180.99 
PG Procter & Gamble Co
-0.02%
-$65.28 
AMZN Amazon.com Inc
-0.02%
-$991.99 
VOE Vanguard Mid-Cap Value ETF
-0.01%
-$1,036.14 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.01%
-$1,994.69 
ISRG Intuitive Surgical, Inc.
-0.01%
-$17.19 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$94.85 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$2,006.49 
XOM Exxon Mobil Corporation
-0.01%
-$124.99 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1619 | Longs Won 905/1619 55% | Profit Factor 4.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $669,521.79 |
| Average Win $255,745.44 | Best Trade (Jul 28) $13.34M | Sharpe Ratio -8.53 |
| Average Loss -$76,082 | Worst Trade (Jul 28) -$4.69M | Z-Score -3.47 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m | Expectancy $109,405.23 |
| 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 | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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 Ryan Westerbeck?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $15.01M, ISHARES S&P 500 VALUE ETF - $10.84M, Vanguard Value ETF - $9.38M, Avantis International Equity ETF - $6.8M, and Invesco QQQ Trust, Series 1 - $6.24M. 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: iShares Russell Mid-Cap Growth ETF - $2M, Adobe Inc - $1.73M, iShares U.S. Medical Devices ETF - $1.53M, The Walt Disney Company - $1.16M, and WisdomTree India Earnings Fund - $981,956.69. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ryan Westerbeck's portfolio generate?
The portfolio generates substantial dividend income, with a total of $37.12M earned over time. The largest contributors to dividend income include Avantis International Equity ETF - $6.45M, iShares 0-5 Year Investment Grade Corporate Bond ETF - $2.95M, Avantis Emerging Markets Equity ETF - $2.72M, iShares Core S&P 500 ETF - $2.07M, and ISHARES S&P 500 VALUE ETF - $1.84M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ryan Westerbeck's monthly returns?
Ryan Westerbeck'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 Ryan Westerbeck's strategy be considered aggressive or moderate?
Ryan Westerbeck'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 Ryan Westerbeck's strategy?
Ryan Westerbeck'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.
