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:
71.32%
Gain -0.34%
Monthly
0.89%
Yearly
11.23%
Drawdown
16.82%
$813.61M
Equity
Holdings
$813.61M
Investment
$688.47M
$196.68M
Profit -$2.11M
Realized
$71.55M
Unrealized
$125.13M
Dividends
$39.14M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$2.11M
Win %
66%
This Week
Compared To Last Week
Gain
-1.18%
Profit
-$9.71M
Win %
66%
This Month
Compared to last month
Gain
-0.93%
Profit
-$7.61M
Win %
66%
This Year
Compared to last year
Gain
-0.14%
Profit
-$1.16M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$894,928.07 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$178,396.37 
ETN Eaton Corporation plc
+7.32%
+$189,563.76 
GOOG Alphabet Inc
+6.88%
+$279,613.81 
GOOGL Alphabet Inc
+6.73%
+$962,794.56 
META Meta Platforms Inc Class A
+3.28%
+$235,992.52 
MSFT Microsoft Corp.
+3.02%
+$344,463.17 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$110,641.26 
NVDA NVIDIA Corporation
+2.93%
+$369,123.4 
CVX Chevron Corporation
+2.35%
+$11,177.96 
ORLY O'Reilly Automotive Inc.
+2.28%
+$26,399.34 
CSCO Cisco Systems, Inc.
+2.14%
+$8,011.71 
PANW Palo Alto Networks, Inc.
+1.89%
+$123,904.05 
ORCL Oracle Corporation
+1.81%
+$22,681.89 
HWM Howmet Aerospace Inc.
+1.8%
+$69,615.56 
VZ Verizon Communications Inc.
+1.52%
+$5,847.1 
FXN First Trust Energy AlphaDEX Fund
+1.51%
+$62,931 
MPLX MPLX LP
+1.46%
+$3,882.48 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$5,053.42 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$22,005.12 
PH Parker-Hannifin Corporation
+1.43%
+$10,813.42 
PWR Quanta Services Inc.
+1.43%
+$5,674.91 
GE General Electric Company
+1.42%
+$4,848.92 
COP ConocoPhillips
+1.22%
+$13,039.86 
HONA Honeywell Aerospace Inc.
+1.18%
+$3,291.2 
AMAT Applied Materials, Inc.
+1.18%
+$2,513.41 
SCHW Charles Schwab Corporation
+0.87%
+$24,652.81 
IBM International Business Machines Corporation
+0.86%
+$2,079.97 
GEV GE Vernova Inc.
+0.85%
+$2,035.95 
MCD McDonald's Corporation
+0.82%
+$4,826.82 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$3,005.98 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+0.79%
+$32,882.4 
TSLA Tesla, Inc.
+0.76%
+$33,731.19 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,351.83 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$8,602.79 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,267.12 
CAT Caterpillar Inc.
+0.7%
+$1,168.02 
IVV iShares Core S&P 500 ETF
+0.69%
+$244,162.56 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$1,345.79 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$845,859.96 
CGDV Capital Group Dividend Value ETF
+0.63%
+$1,353.46 
STX Seagate Technology Holdings plc
+0.52%
+$26,944.81 
ACWI iShares MSCI ACWI ETF
+0.49%
+$1,663.18 
IWD iShares Russell 1000 Value ETF
+0.44%
+$3,271.17 
VLO Valero Energy Corporation
+0.38%
+$6,966.26 
AVGO Broadcom Inc.
+0.37%
+$32,785.92 
PG Procter & Gamble Co
+0.37%
+$1,153.28 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,984.62 
DSU BlackRock Debt Strategies Fund Inc.
+0.32%
+$11,885.37 
MRK Merck & Co., Inc.
+0.32%
+$1,134.91 
FFOX FundX Future Fund Opportunities ETF
+0.31%
+$850.51 
SPH Suburban Propane Partners L.P.
+0.27%
+$1,085.3 
JPM JPMorgan Chase & Co.
+0.27%
+$1,473.92 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$3,500.01 
SO The Southern Company
+0.21%
+$1,371.2 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$22,671.54 
JNJ Johnson & Johnson
+0.21%
+$1,367.4 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$1,355.4 
ISRG Intuitive Surgical, Inc.
+0.1%
+$206.27 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$71,819.64 
WMT Walmart Inc.
+0.09%
+$351.41 
ABT Abbott Laboratories
+0.09%
+$278.37 
NUEM Nuveen ESG Emerging Markets Equity Fund
+0.05%
+$379.09 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,863.28 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$1,994.69 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$94.85 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BAM
BAM
0%
$0 BPRE
BPRE
0%
$0 
COIN Coinbase Global, Inc.
-10.59%
-$218,041.61 
AAPL Apple Inc.
-7.35%
-$929,283.48 
MU Micron Technology, Inc.
-5.9%
-$14,869.42 
TYL Tyler Technologies Inc.
-4.24%
-$115,218.76 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$14,630.6 
CRWV CoreWeave, Inc.
-2.88%
-$47,156.07 
QCOM QUALCOMM Incorporated
-2.63%
-$17,907.16 
ABBV AbbVie Inc.
-2.51%
-$25,750.6 
NFLX Netflix, Inc.
-2%
-$14,712.42 
AMD Advanced Micro Devices, Inc.
-1.9%
-$4,148.77 
UNH UnitedHealth Group Incorporated
-1.68%
-$6,341.8 
LRCX Lam Research Corporation
-1.58%
-$8,930.02 
NVS Novartis AG Sponsored ADR
-1.45%
-$4,563.99 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$53,917.2 
DE Deere & Company
-1.13%
-$2,216.8 
INTC Intel Corporation
-1.02%
-$3,567.48 
KO The Coca-Cola Company
-1.02%
-$6,227.1 
UPS United Parcel Service, Inc.
-1%
-$3,307.5 
VMC Vulcan Materials Company
-0.98%
-$27,575.55 
XOM Exxon Mobil Corporation
-0.97%
-$19,105.11 
FDT First Trust Developed Markets ex-US Fund
-0.76%
-$32,260.26 
MA Mastercard Incorporated
-0.74%
-$19,924.02 
BLLN BillionToOne, Inc.
-0.71%
-$3,357.06 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$88,625.35 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,614.59 
AMGN Amgen Inc.
-0.64%
-$5,837.94 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,533.42 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.63%
-$1,265.78 
EFA iShares MSCI EAFE ETF
-0.62%
-$8,538.42 
FYC First Trust Small Cap Growth Fund
-0.59%
-$29,560.14 
SCHF Schwab International Equity ETF
-0.58%
-$1,572.32 
LLY Eli Lilly and Company
-0.53%
-$18,488.08 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$60,768.99 
SPG Simon Property Group, Inc.
-0.46%
-$1,499.07 
AVDE Avantis International Equity ETF
-0.46%
-$444,750.18 
PEP PepsiCo, Inc.
-0.46%
-$10,602.24 
IEV iShares Europe ETF
-0.44%
-$1,144.11 
TRV The Travelers Companies, Inc.
-0.43%
-$1,985.34 
HD The Home Depot, Inc.
-0.42%
-$1,394.19 
MDT Medtronic plc
-0.37%
-$8,087.36 
ADSK Autodesk, Inc.
-0.33%
-$5,239.08 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.29%
-$12,999.92 
VTV Vanguard Value ETF
-0.27%
-$85,297.21 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$4,627.75 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$1,995.38 
BX Blackstone Inc.
-0.25%
-$6,236.3 
UITB VictoryShares Core Intermediate Bond ETF
-0.25%
-$65,551.85 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$16,577.89 
VB Vanguard Small-Cap ETF
-0.22%
-$7,012.29 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$655.1 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$4,424.54 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$62,813.4 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$7,491.36 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$54,105.45 
BKNG Booking Holdings Inc.
-0.18%
-$7,213.86 
FITB Fifth Third Bancorp
-0.16%
-$353.52 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$1,008.32 
ELV Elevance Health, Inc.
-0.15%
-$5,750.54 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$260.13 
MUB iShares National Muni Bond ETF
-0.11%
-$1,140.72 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$970.32 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$287.6 
PGX Invesco Preferred ETF
-0.09%
-$618.75 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$24,077.94 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$377.44 
VO Vanguard Mid-Cap ETF
-0.05%
-$4,367.64 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$305.5 
V Visa Inc. Class A
-0.04%
-$2,018.38 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,151.95 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$323.56 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1619 | Longs Won 944/1619 58% | Profit Factor 4.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $721,837.03 |
| Average Win $267,188 | Best Trade (Aug 14) $18.16M | Sharpe Ratio -9.3 |
| Average Loss -$82,289.77 | Worst Trade (Aug 02) -$4.35M | Z-Score -5.4 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 6d | Expectancy $121,482.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,901 | 8,911 | 7,921 | 6,931 | 5,941 | 4,950 | 3,960 | 2,970 | 1,980 | 990 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 37,899 | $9.59M | $11.71M | - | $2.11M | 22.04% | -7.354% |
| ABBV AbbVie Inc. | 3,980 | $799,914.62 | $998,741.2 | - | $198,826.58 | 24.86% | -2.513% |
| ABT Abbott Laboratories | 3,093 | $388,188.51 | $326,930.1 | - | -$61,258.41 | -15.78% | +0.085% |
| ACWI iShares MSCI ACWI ETF | 2,160 | $196,905.6 | $337,888.78 | - | $140,983.18 | 71.6% | +0.495% |
| ADSK Autodesk, Inc. | 6,804 | $1.32M | $1.59M | - | $270,663.12 | 20.46% | -0.328% |
| AGG iShares Core U.S. Aggregate Bond ETF | 18,511 | $1.86M | $1.8M | - | -$53,311.68 | -2.87% | -0.256% |
| AMAT Applied Materials, Inc. | 426 | $307,998 | $216,267.42 | - | -$91,730.58 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 449 | $260,828.58 | $213,791.35 | - | -$47,037.23 | -18.03% | -1.904% |
| AMGN Amgen Inc. | 2,354 | $664,698.4 | $906,666.64 | - | $241,968.24 | 36.4% | -0.64% |
| AMZN Amazon.com Inc | 24,804 | $5.09M | $6.74M | - | $1.65M | 32.38% | +15.321% |
| AVDE Avantis International Equity ETF | 1.06M | $66.6M | $96.58M | - | $29.98M | 45.02% | -0.458% |
| AVEM Avantis Emerging Markets Equity ETF | 797,996 | $54.98M | $71.43M | - | $16.45M | 29.92% | +0.101% |
| AVGO Broadcom Inc. | 22,768 | $8.53M | $8.86M | - | $338,054.4 | 3.97% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 46,582 | $4.84M | $5.84M | - | $997,754.49 | 20.62% | +0.032% |
| BAM BAM | 4,897 | $219.63 | $219.63 | - | - | - | 0.0 |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 418,756 | $32.11M | $31.63M | - | -$474,607.21 | -1.48% | -0.198% |
| BKNG Booking Holdings Inc. | 21,216 | $3.72M | $4.09M | - | $370,025.91 | 9.94% | -0.176% |
| BLLN BillionToOne, Inc. | 3,391 | $352,494.45 | $469,992.63 | - | $117,498.18 | 33.33% | -0.709% |
| BLV Vanguard Long-Term Bond ETF | 196,029 | $13.73M | $12.93M | - | -$793,164.73 | -5.78% | -0.468% |
| BPRE BPRE | 27,090 | $449.97 | $449.97 | - | - | - | 0.0 |
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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 - $7.14M, 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 - $1.61M, iShares U.S. Medical Devices ETF - $1.53M, The Walt Disney Company - $1.35M, 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 $39.14M earned over time. The largest contributors to dividend income include Avantis International Equity ETF - $6.79M, Avantis Emerging Markets Equity ETF - $3.24M, iShares 0-5 Year Investment Grade Corporate Bond ETF - $2.96M, 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.
