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:
82.88%
Gain +0.63%
Monthly
0.82%
Yearly
10.24%
Drawdown
16.82%
$799.97M
Equity
Holdings
$799.97M
Investment
$688.47M
$183.04M
Profit +$3.65M
Realized
$71.55M
Unrealized
$111.5M
Dividends
$40.33M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.63%
Profit
$3.65M
Win %
65%
This Week
Compared To Last Week
Gain
0.46%
Profit
$3.65M
Win %
65%
This Month
Compared to last month
Gain
-1.18%
Profit
-$9.58M
Win %
65%
This Year
Compared to last year
Gain
-1.82%
Profit
-$14.8M
Win %
67%
TSLA Tesla, Inc.
+5.2%
+$276,712.48 
GEV GE Vernova Inc.
+4.98%
+$9,947 
HWM Howmet Aerospace Inc.
+4.54%
+$117,982.76 
INTC Intel Corporation
+4.06%
+$13,541.08 
CSCO Cisco Systems, Inc.
+3.52%
+$12,363.75 
BLLN BillionToOne Inc. Class A Common Stock
+3.43%
+$12,529.75 
HONA Honeywell Aerospace Inc.
+3.26%
+$7,248.8 
PWR Quanta Services, Inc.
+3.22%
+$10,648 
LRCX Lam Research Corp.
+3.2%
+$13,983.98 
MU Micron Technology Inc.
+2.95%
+$7,462.08 
AMD Advanced Micro Devices Inc.
+2.82%
+$6,541.94 
AMAT Applied Materials Inc.
+2.72%
+$4,375.02 
PH Parker-Hannifin Corporation
+2.71%
+$18,746.34 
CRDO Credo Technology Group Holding Ltd
+2.62%
+$72,263.06 
PANW Palo Alto Networks, Inc.
+2.62%
+$200,865.59 
NVDA NVIDIA Corporation
+2.4%
+$327,750.15 
MPWR Monolithic Power Systems Inc.
+2.38%
+$44,091.6 
AVGO Broadcom Inc.
+2.36%
+$173,036.8 
STX Seagate Technology Holdings plc
+2.15%
+$82,287.51 
QCOM QUALCOMM Incorporated
+2.1%
+$16,560.72 
NVS Novartis AG Sponsored ADR
+1.76%
+$5,291.41 
VLO Valero Energy Corporation
+1.75%
+$42,968.36 
CRWV CoreWeave Inc. Class A Common Stock
+1.72%
+$20,699.97 
XLK State Street Technology Select Sector SPDR ETF
+1.69%
+$5,344.4 
ETN Eaton Corporation plc
+1.58%
+$38,836.8 
MSFT Microsoft Corporation Common Stock
+1.54%
+$203,820.17 
FXN First Trust Energy AlphaDEX Fund
+1.38%
+$64,838 
SPH Suburban Propane Partners, L.P.
+1.27%
+$4,883.85 
ORLY O'Reilly Automotive Inc.
+1.26%
+$14,990.58 
AMGN Amgen Inc. Common Stock
+1.24%
+$12,864.59 
BRK-B Berkshire Hathaway Inc.
+1.2%
+$6,924.83 
ABT Abbott Laboratories
+1.17%
+$3,742.53 
NULG Nuveen ESG Large-Cap Growth ETF
+1.14%
+$14,965.56 
QQQ Invesco QQQ Trust, Series 1
+1.1%
+$1.48M 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+1.07%
+$3,812.76 
IVW iShares S&P 500 Growth ETF
+1.05%
+$16,503.84 
VOT Vanguard Mid-Cap Growth ETF
+1%
+$104,581.62 
GE General Electric Company
+0.97%
+$2,675.09 
JNJ Johnson & Johnson
+0.97%
+$6,604.8 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.96%
+$4,859.54 
FFOX FundX Future Fund Opportunities ETF
+0.96%
+$2,504.25 
MCD McDonald's Corporation
+0.95%
+$5,199.76 
BX Blackstone Inc.
+0.92%
+$21,241.92 
NLR VanEck Uranium and Nuclear ETF
+0.86%
+$27,487.2 
SUSA iShares ESG Optimized MSCI USA ETF
+0.79%
+$5,557.14 
CGDV Capital Group Dividend Value ETF
+0.78%
+$1,659.08 
IJH iShares Core S&P Mid-Cap ETF
+0.77%
+$6,731.6 
JPM JPMorgan Chase & Co.
+0.77%
+$3,974.9 
MDY State Street SPDR S&P MidCap 400 ETF Trust
+0.74%
+$1,459.12 
XOM ExxonMobil Holdings Corporation
+0.73%
+$16,670.02 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.71%
+$13,632.12 
IVV iShares Core S&P 500 ETF
+0.7%
+$256,561.44 
CAT Caterpillar Inc.
+0.7%
+$985.71 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.69%
+$1,414.22 
SPY State Street SPDR S&P 500 ETF Trust
+0.68%
+$8,361.14 
VOO Vanguard S&P 500 ETF
+0.66%
+$4,065.12 
FDT First Trust Developed Markets ex-US AlphaDEX Fund
+0.66%
+$27,117.32 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.57%
+$50,227.86 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.54%
+$4,043.27 
VTV Vanguard Morningstar Value ETF
+0.53%
+$172,043.06 
IJR iShares Core S&P Small-Cap ETF
+0.51%
+$20,452.26 
SPG Simon Property Group Inc.
+0.51%
+$1,499.07 
AVUV Avantis U.S. Small Cap Value ETF
+0.51%
+$28,764.38 
ACWI iShares MSCI ACWI ETF
+0.49%
+$1,663.2 
LLY Eli Lilly and Company
+0.48%
+$18,427.88 
TRV The Travelers Companies, Inc.
+0.47%
+$2,265.48 
VB Vanguard Small-Cap ETF
+0.47%
+$14,184.37 
FYC First Trust Small Cap Growth AlphaDEX Fund
+0.46%
+$21,649.68 
AMZN Amazon.com Inc
+0.42%
+$26,168.22 
TLT iShares 20+ Year Treasury Bond ETF
+0.42%
+$54,786.58 
VEA Vanguard FTSE Developed Markets ETF
+0.41%
+$1,557.64 
COP ConocoPhillips
+0.41%
+$5,485.73 
ABBV AbbVie Inc.
+0.4%
+$4,576.96 
AVDE Avantis International Equity Fund Institutional Class
+0.39%
+$370,625.15 
BLV Vanguard Long-Term Bond ETF
+0.39%
+$49,987.39 
SCHF Schwab International Equity ETF
+0.39%
+$1,031.84 
SCHQ Schwab Long-Term U.S. Treasury ETF
+0.39%
+$766.13 
VOE Vanguard Morningstar Mid-Cap Value ETF
+0.38%
+$27,112.33 
VTEB Vanguard Tax-Exempt Bond ETF
+0.37%
+$1,035.36 
MUB iShares National Muni Bond ETF
+0.37%
+$3,612.28 
IWD iShares Russell 1000 Value ETF
+0.35%
+$2,622.83 
VBR Vanguard Small-Cap Value ETF
+0.33%
+$12,485.6 
WMT Walmart Inc.
+0.33%
+$1,388.03 
IEV iShares Europe ETF
+0.33%
+$797.41 
IVE iShares S&P 500 Value ETF
+0.31%
+$88,374.2 
IEFA iShares Core MSCI EAFE ETF
+0.3%
+$705.86 
EFA iShares MSCI EAFE ETF
+0.28%
+$3,751.73 
FITB Fifth Third Bancorp
+0.26%
+$549.92 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.17%
+$25,930.97 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.15%
+$1,008.32 
UITB VictoryShares Core Intermediate Bond ETF
+0.14%
+$37,051.69 
SUB iShares Short-Term National Muni Bond ETF
+0.09%
+$901.08 
AGG iShares Core U.S. Aggregate Bond ETF
+0.07%
+$1,203.21 
BIV Vanguard Intermediate-Term Bond ETF
+0.05%
+$16,750.24 
NUEM Nuveen ESG Emerging Markets Equity ETF
+0.05%
+$359.12 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$647.18 
ICSH iShares Ultra Short Duration Bond Active ETF
+0.01%
+$235.56 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BAM
BAM
0%
$0 BPRE
BPRE
0%
$0 
VZ Verizon Communications Inc.
-3.47%
-$12,947.15 
MRK Merck & Co., Inc.
-3.21%
-$12,898.88 
NFLX Netflix Inc.
-2.97%
-$19,700.53 
COIN Coinbase Global Inc. Class A Common Stock
-2.95%
-$61,056.65 
ELV Elevance Health, Inc.
-1.95%
-$88,108.12 
META Meta Platforms Inc Class A
-1.88%
-$161,644.28 
UNH UnitedHealth Group Inc.
-1.77%
-$6,655.74 
BKNG Booking Holdings Inc.
-1.73%
-$57,071.04 
MA Mastercard Inc. Class A Common Stock
-1.61%
-$47,161.28 
AAPL Apple Inc.
-1.1%
-$144,395.19 
ADSK Autodesk Inc.
-1.1%
-$18,813.06 
GOOGL Alphabet Inc
-1.06%
-$146,111.68 
GOOG Alphabet Inc
-0.99%
-$38,344.95 
TYL Tyler Technologies Inc.
-0.98%
-$32,103.28 
SCHW The Charles Schwab Corporation
-0.92%
-$22,620.99 
V Visa Inc. Class A
-0.91%
-$53,202.56 
MPLX MPLX LP
-0.83%
-$2,264.78 
UPS United Parcel Service, Inc. Class B Common Stock
-0.82%
-$2,614.49 
FEM First Trust Emerging Markets AlphaDEX Fund
-0.82%
-$35,622.6 
DE Deere & Company
-0.75%
-$1,581.11 
PG The Procter & Gamble Company
-0.66%
-$2,306.57 
MDT Medtronic plc
-0.65%
-$15,669.26 
IEMG iShares Core MSCI Emerging Markets ETF
-0.65%
-$1,182.86 
CVX Chevron Corporation
-0.51%
-$2,942.87 
AVEM Avantis Emerging Markets Equity ETF
-0.43%
-$303,238.48 
DSU BlackRock Debt Strategies Fund, Inc.
-0.41%
-$13,866.26 
SPCX Space Exploration Technologies Corp. Class A
-0.39%
-$2,215.64 
PGX Invesco Preferred ETF
-0.35%
-$2,165.62 
SO The Southern Company
-0.34%
-$2,193.92 
EEM iShares MSCI Emerging Markets ETF
-0.31%
-$1,142.28 
PEP PepsiCo, Inc.
-0.22%
-$4,969.8 
ISRG Intuitive Surgical Inc.
-0.15%
-$378.18 
HD The Home Depot, Inc.
-0.14%
-$461.37 
VMC Vulcan Materials Co.
-0.09%
-$2,375.44 
ORCL Oracle Corporation
-0.07%
-$883.71 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.06%
-$2,689.62 
IBM International Business Machines Corporation
-0.05%
-$141.57 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$6,019.48 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$152.75 
KO The Coca-Cola Company
-0.01%
-$69.19 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1619 | Longs Won 940/1619 58% | Profit Factor 4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $703,647.87 |
| Average Win $259,553.5 | Best Trade (Oct 14) $17.84M | Sharpe Ratio -9.68 |
| Average Loss -$89,748.06 | Worst Trade (Dec 30) -$4.01M | Z-Score -6.43 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 4d | Expectancy $113,058.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,929 | 8,036 | 7,143 | 6,250 | 5,357 | 4,464 | 3,571 | 2,679 | 1,786 | 893 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 37,899 | $9.59M | $13.03M | - | $3.44M | 35.87% | -1.096% |
| ABBV AbbVie Inc. | 3,980 | $799,914.62 | $1.14M | - | $341,509.58 | 42.69% | +0.403% |
| ABT Abbott Laboratories | 3,093 | $388,188.51 | $324,486.63 | - | -$63,701.88 | -16.41% | +1.167% |
| ACWI iShares MSCI ACWI ETF | 2,160 | $196,905.6 | $340,351.2 | - | $143,445.6 | 72.85% | +0.491% |
| ADSK Autodesk Inc. | 6,804 | $1.32M | $1.7M | - | $374,322.06 | 28.3% | -1.096% |
| AGG iShares Core U.S. Aggregate Bond ETF | 18,511 | $1.86M | $1.78M | - | -$78,208.98 | -4.21% | +0.068% |
| AMAT Applied Materials Inc. | 426 | $307,998 | $165,079.26 | - | -$142,918.74 | -46.4% | +2.722% |
| AMD Advanced Micro Devices Inc. | 449 | $260,828.58 | $238,580.64 | - | -$22,247.94 | -8.53% | +2.819% |
| AMGN Amgen Inc. Common Stock | 2,354 | $664,698.4 | $1.05M | - | $382,184.25 | 57.5% | +1.244% |
| AMZN Amazon.com Inc | 24,804 | $5.09M | $6.18M | - | $1.09M | 21.4% | +0.425% |
| AVDE Avantis International Equity Fund Institutional Class | 1.06M | $66.6M | $94.34M | - | $27.74M | 41.65% | +0.394% |
| AVEM Avantis Emerging Markets Equity ETF | 797,996 | $54.98M | $69.52M | - | $14.54M | 26.45% | -0.434% |
| AVGO Broadcom Inc. | 22,768 | $8.53M | $7.5M | - | -$1.03M | -12.06% | +2.363% |
| AVUV Avantis U.S. Small Cap Value ETF | 46,582 | $4.84M | $5.71M | - | $876,524.83 | 18.12% | +0.506% |
| BAM BAM | 4,897 | $219.63 | $219.63 | - | - | - | 0.0 |
| BIV Vanguard Intermediate-Term Bond ETF | 418,756 | $32.11M | $30.98M | - | -$1.13M | -3.53% | +0.054% |
| BKNG Booking Holdings Inc. | 21,216 | $3.72M | $3.25M | - | -$473,522.04 | -12.72% | -1.726% |
| BLLN BillionToOne Inc. Class A Common Stock | 3,391 | $352,494.45 | $377,977.81 | - | $25,483.36 | 7.23% | +3.429% |
| BLV Vanguard Long-Term Bond ETF | 196,029 | $13.73M | $12.77M | - | -$960,769.53 | -7% | +0.393% |
| BPRE BPRE | 27,090 | $449.97 | $352.45 | - | -$97.52 | -21.67% | 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 - $15.12M, iShares S&P 500 Value ETF - $10.95M, Vanguard Morningstar Value ETF - $9.52M, Avantis International Equity Fund Institutional Class - $7.14M, and Invesco QQQ Trust, Series 1 - $6.38M. 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 $40.33M earned over time. The largest contributors to dividend income include Avantis International Equity Fund Institutional Class - $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 - $2.18M, and Vanguard Morningstar Value ETF - $1.96M. 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.
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