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:
32.57%
Gain +0.43%
Monthly
0.48%
Yearly
5.89%
Drawdown
13.05%
$723.98M
Equity
Holdings
$723.98M
Investment
$559.68M
$193.86M
Profit +$3.44M
Realized
$29.55M
Unrealized
$164.31M
Dividends
$33.91M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.43%
Profit
$3.44M
Win %
74%
This Week
Compared To Last Week
Gain
-0.83%
Profit
-$6.06M
Win %
74%
This Month
Compared to last month
Gain
-0.7%
Profit
-$5.12M
Win %
74%
This Year
Compared to last year
Gain
9.59%
Profit
$63.35M
Win %
74%
QCOM QUALCOMM Incorporated
+4.28%
+$36,299.72 
RYAN Ryan Specialty Holdings Inc.
+3.36%
+$8,933.16 
DD DuPont de Nemours Inc.
+3.02%
+$4,518.1 
SCHW Charles Schwab Corporation
+2.73%
+$83,990.94 
VZ Verizon Communications Inc.
+2.46%
+$9,551.85 
JPM JPMorgan Chase & Co.
+2.3%
+$103,267.8 
HCA HCA Healthcare Inc.
+2.3%
+$76,272.81 
CMCSA Comcast Corp
+2.23%
+$20,278.13 
AXP American Express Company
+2.18%
+$5,275.06 
HSBC HSBC Holdings plc Sponsored ADR
+2.12%
+$7,142.4 
TSLA Tesla, Inc.
+1.88%
+$102,143.19 
D Dominion Energy, Inc.
+1.81%
+$4,032.93 
BX Blackstone Inc.
+1.57%
+$2,335.1 
BAC Bank of America Corporation
+1.52%
+$5,056.8 
CVS CVS Health Corporation
+1.46%
+$20,960.73 
OMC Omnicom Group Inc.
+1.43%
+$27,763.56 
COP ConocoPhillips
+1.39%
+$15,554.06 
FISV Fiserv, Inc.
+1.39%
+$11,610.78 
ABBV AbbVie Inc.
+1.29%
+$10,695.89 
C Citigroup Inc.
+1.27%
+$4,913.98 
APD Air Products and Chemicals, Inc.
+1.26%
+$32,758.63 
LRCX Lam Research Corporation
+1.19%
+$129,281.11 
FXO First Trust Financials AlphaDEX Fund
+1.16%
+$44,195.75 
TYL Tyler Technologies Inc.
+1.15%
+$28,916.61 
IWS iShares Russell Mid-Cap Value ETF
+1.12%
+$6,673.47 
VOE Vanguard Mid-Cap Value ETF
+1.09%
+$35,128.69 
JNJ Johnson & Johnson
+1.07%
+$7,548 
V Visa Inc. Class A
+1.03%
+$29,450.03 
IJS iShares S&P Small-Cap 600 Value ETF
+1.02%
+$9,600.97 
IWD iShares Russell 1000 Value ETF
+1.02%
+$7,980.48 
IJR iShares Core S&P Small-Cap ETF
+1%
+$41,565.11 
FFLS The Future Fund Long/Short ETF
+0.99%
+$4,255.57 
VO Vanguard Mid-Cap ETF
+0.97%
+$56,357.62 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$112,387.86 
VTV Vanguard Value ETF
+0.94%
+$387,228.22 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.93%
+$27,590 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$33,283.97 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.88%
+$9,314.49 
DEO Diageo plc Sponsored ADR
+0.87%
+$5,677.87 
FXU First Trust Utilities AlphaDEX Fund
+0.87%
+$34,278.8 
FTC First Trust Large Cap Growth Fund
+0.85%
+$38,394.03 
PG Procter & Gamble Co
+0.85%
+$2,256.49 
REET iShares Global REIT ETF
+0.83%
+$1,803.43 
BKNG Booking Holdings Inc.
+0.81%
+$2,640 
SO The Southern Company
+0.8%
+$5,244.06 
DGRE WisdomTree Emerging Markets Fund
+0.78%
+$5,914.21 
VOT Vanguard Mid-Cap Growth ETF
+0.75%
+$47,866.39 
CVX Chevron Corporation
+0.74%
+$4,411.4 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$9,151.4 
VB Vanguard Small-Cap ETF
+0.73%
+$21,362.3 
HD The Home Depot, Inc.
+0.72%
+$3,034.98 
UNH UnitedHealth Group Incorporated
+0.71%
+$1,951.24 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$331,867.15 
EPI WisdomTree India Earnings Fund
+0.71%
+$39,817.33 
NUEM Nuveen ESG Emerging Markets Equity Fund
+0.7%
+$6,036.06 
MA Mastercard Incorporated
+0.7%
+$8,610.57 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$16,512.2 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$42,386.96 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$489,596.8 
AVDE Avantis International Equity ETF
+0.6%
+$460,469.88 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.59%
+$4,242.52 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$3,350.8 
MPLX MPLX LP
+0.58%
+$11,355.96 
IVV iShares Core S&P 500 ETF
+0.58%
+$344,215.96 
VOO Vanguard S&P 500 ETF
+0.58%
+$1,505.2 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$35,768.8 
NULG Nuveen ESG Large-Cap Growth ETF
+0.56%
+$4,249.35 
GOOGL Alphabet Inc
+0.56%
+$78,688.39 
HON Honeywell International Inc.
+0.55%
+$3,297.25 
SUSA iShares MSCI USA ESG Select ETF
+0.54%
+$7,172.54 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$275,115.42 
GOOG Alphabet Inc
+0.46%
+$23,310.96 
WMT Walmart Inc.
+0.45%
+$2,383.28 
ACWI iShares MSCI ACWI ETF
+0.42%
+$1,425.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$5,848.15 
FFOX FundX Future Fund Opportunities ETF
+0.41%
+$7,994.38 
PEP PepsiCo, Inc.
+0.4%
+$6,538.92 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$5,890.34 
GD General Dynamics Corporation
+0.35%
+$846.29 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$845.25 
FDT First Trust Developed Markets ex-US Fund
+0.34%
+$16,906.7 
AMGN Amgen Inc.
+0.32%
+$3,194.28 
SNY Sanofi American Depositary Receipt
+0.32%
+$6,098.68 
EFA iShares MSCI EAFE ETF
+0.31%
+$4,188.16 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$717.83 
SCHF Schwab International Equity ETF
+0.29%
+$714.08 
UHS Universal Health Services, Inc.
+0.29%
+$547.26 
FANG Diamondback Energy Inc
+0.29%
+$783.75 
XOM Exxon Mobil Corporation
+0.28%
+$4,550.18 
BP BP p.l.c. Sponsored ADR
+0.21%
+$600.3 
TRV The Travelers Companies, Inc.
+0.21%
+$759.16 
PFE Pfizer Inc.
+0.15%
+$375.2 
FFND One Global ETF
+0.14%
+$4,683.64 
NVDA NVIDIA Corporation
+0.14%
+$14,486.41 
PH Parker-Hannifin Corporation
+0.12%
+$875.6 
IEV iShares Europe ETF
+0.11%
+$255.04 
MSFT Microsoft Corp.
+0.1%
+$3,868.8 
KO The Coca-Cola Company
+0.1%
+$310.56 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.09%
+$305.56 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.05%
+$113.34 
ORCL Oracle Corporation
+0.05%
+$290.49 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$1,155.6 
PANW Palo Alto Networks, Inc.
+0.03%
+$1,325.33 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$124.19 
MCD McDonald's Corporation
+0.01%
+$63.39 
HWM Howmet Aerospace Inc.
+0.01%
+$314.37 
ANTM Anthem Inc
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
ADBE Adobe Inc.
-6.71%
-$141,626.29 
SPH Suburban Propane Partners L.P.
-5.41%
-$22,248.65 
ABT Abbott Laboratories
-1.68%
-$3,744.8 
AAPL Apple Inc.
-1.52%
-$99,031.5 
FSLR First Solar, Inc.
-1.43%
-$37,779.66 
MRK Merck & Co., Inc.
-1.41%
-$7,070.64 
CRWD CrowdStrike Holdings, Inc.
-1.25%
-$6,291.29 
AMZN Amazon.com Inc
-1.23%
-$47,197.2 
NFLX Netflix, Inc.
-1.14%
-$930.93 
BA Boeing Company
-1.13%
-$3,022.04 
IBM International Business Machines Corporation
-0.96%
-$2,512.75 
AVGO Broadcom Inc.
-0.91%
-$7,329 
MPWR Monolithic Power Systems, Inc.
-0.81%
-$31,928.65 
CSCO Cisco Systems, Inc.
-0.6%
-$3,618.61 
NVS Novartis AG Sponsored ADR
-0.57%
-$27,484.16 
ETN Eaton Corporation plc
-0.55%
-$26,644.08 
KMX CarMax Inc.
-0.51%
-$6,780.56 
ISRG Intuitive Surgical, Inc.
-0.44%
-$1,006.35 
DHI D.R. Horton, Inc.
-0.26%
-$659.32 
TLT iShares 20+ Year Treasury Bond ETF
-0.26%
-$33,209 
META Meta Platforms Inc Class A
-0.23%
-$8,875.03 
CRM Salesforce Inc
-0.22%
-$2,554.92 
MDT Medtronic plc
-0.21%
-$2,330.53 
BLV Vanguard Long-Term Bond ETF
-0.2%
-$20,485.78 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$14,618.97 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$17,901.13 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$572.45 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$509.29 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.05%
-$650.05 
PGX Invesco Preferred ETF
-0.05%
-$302.08 
USTB VictoryShares Short-Term Bond ETF
-0.03%
-$113.85 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$8,683.51 
MUB iShares National Muni Bond ETF
-0.01%
-$137.7 Events
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Dividends
Dividend Analysis
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| Trades 1360 | Longs Won 765/1360 56% | Profit Factor 5.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $853,203.19 |
| Average Win $308,036.14 | Best Trade (Jun 12) $18.74M | Sharpe Ratio -9.84 |
| Average Loss -$70,230.38 | Worst Trade (Dec 30) -$4.01M | Z-Score -0.49 (37.52%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 1d | Expectancy $142,544.54 |
| 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 | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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