JMF
Jeremy Morris Finger Portfolio
Invests via Riverbend Wealth Management LLC | Managed by Jeremy Morris Finger
Invests via Riverbend Wealth Management LLC
Managed by Jeremy Morris Finger
Automatically Tracked
Veteran private-equity investor and operating executive focused on growth-stage and middle-market opportunities across technology and business services, with experience in portfolio company transformation, M&A and capital structuring. Jeremy Morris Finger brings prior operating leadership and investment roles spanning buyouts, growth equity and strategic initiatives; known for hands-on governance, driving EBITDA expansion and exit preparation with strategic buyers and financial sponsors.
Veteran private-equity investor and operating executive focused on growth-stage and middle-market opportunities across technology and business services, with experience in portfolio company transformation, M&A and capital structuring. Jeremy Morris Finger brings prior operating leadership and investment roles spanning buyouts, growth equity and strategic initiatives; known for hands-on governance, driving EBITDA expansion and exit preparation with strategic buyers and financial sponsors.
Investment Philosophy & Strategy
Focuses on growth-stage and middle-market technology and business-services investments, pairing active operational stewardship with disciplined capital structuring to accelerate EBITDA expansion. Prefers situations where hands-on governance, promoter alignment and bolt-on M&A can unlock clear exit optionality to strategic buyers or financial sponsors. Investment horizon is multi-year and value-driven, prioritizing margin improvement, scalable go-to-market execution and prudent leverage. Underwriting emphasizes cash-flow conversion, repeatable unit economics, and measurable operational KPIs; risk is managed through staged capital, board-level oversight and executable turnaround or growth playbooks.
Focuses on growth-stage and middle-market technology and business-services investments, pairing active operational stewardship with disciplined capital structuring to accelerate EBITDA expansion. Prefers situations where hands-on governance, promoter alignment and bolt-on M&A can unlock clear exit optionality to strategic buyers or financial sponsors. Investment horizon is multi-year and value-driven, prioritizing margin improvement, scalable go-to-market execution and prudent leverage. Underwriting emphasizes cash-flow conversion, repeatable unit economics, and measurable operational KPIs; risk is managed through staged capital, board-level oversight and executable turnaround or growth playbooks.
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:
33.26%
Gain -0.57%
Monthly
1.45%
Yearly
18.81%
Drawdown
16.84%
$201.82M
Equity
Holdings
$201.82M
Investment
$165.03M
$36.82M
Profit -$759,810.71
Realized
$29,252.52
Unrealized
$36.79M
Dividends
$3.95M
Goals
Avg. 79.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.57%
Profit
-$759,810.71
Win %
74%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$759,810.71
Win %
74%
This Month
Compared to last month
Gain
2.52%
Profit
$4.95M
Win %
74%
This Year
Compared to last year
Gain
2.96%
Profit
$5.81M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$568,656.72 
GOOG Alphabet Inc
+6.88%
+$102,170.56 
GOOGL Alphabet Inc
+6.73%
+$255,933.3 
ANET Arista Networks, Inc.
+5.46%
+$12,903.4 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$13,017.13 
META Meta Platforms Inc Class A
+3.28%
+$55,868.77 
MSFT Microsoft Corp.
+3.02%
+$154,178.29 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$4,444.33 
NVDA NVIDIA Corporation
+2.93%
+$148,460.18 
CVX Chevron Corporation
+2.35%
+$18,495.84 
MRVL Marvell Technology, Inc.
+2.32%
+$2,930.88 
CSCO Cisco Systems, Inc.
+2.14%
+$14,961.51 
LNG Cheniere Energy Inc.
+2.13%
+$14,083.59 
LHX L3Harris Technologies, Inc.
+1.9%
+$5,299.33 
LMT Lockheed Martin Corporation
+1.5%
+$7,516.73 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$4,942.08 
WFC Wells Fargo & Company
+1.19%
+$8,044.74 
AMAT Applied Materials, Inc.
+1.18%
+$2,076.81 
ITW Illinois Tool Works Inc.
+1.15%
+$3,370.25 
VUG Vanguard Growth ETF
+1.1%
+$5,608.83 
EQT EQT Corporation
+1.1%
+$8,800.34 
URI United Rentals, Inc.
+0.99%
+$2,859.47 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,854.88 
SCHW Charles Schwab Corporation
+0.87%
+$2,455.18 
GEV GE Vernova Inc.
+0.85%
+$8,949.87 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$11,769.02 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$7,390.85 
TSLA Tesla, Inc.
+0.76%
+$1,633.11 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,810.09 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$12,495.67 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,241.65 
CAT Caterpillar Inc.
+0.7%
+$3,265.91 
IVV iShares Core S&P 500 ETF
+0.69%
+$68,449.28 
IYY iShares Dow Jones U.S. ETF
+0.66%
+$6,479.95 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$42,450.84 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+0.63%
+$4,020.84 
ARTY iShares Future AI & Tech ETF
+0.6%
+$1,858.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$15,732.64 
MO Altria Group, Inc.
+0.57%
+$3,139.89 
GVAL Cambria Global Value ETF
+0.56%
+$10,173.87 
APH Amphenol Corporation
+0.55%
+$6,008.57 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$3,349.52 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,929.4 
EXC Exelon Corporation
+0.53%
+$1,790.16 
PSX Phillips 66
+0.51%
+$1,916.96 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$41,674.9 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,756.02 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$1,376.48 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$6,350.1 
RTX RTX Corporation
+0.39%
+$5,816.16 
AVGO Broadcom Inc.
+0.37%
+$15,125.76 
PG Procter & Gamble Co
+0.37%
+$2,229.18 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$10,788 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$7,861.6 
BAC Bank of America Corporation
+0.36%
+$5,709.66 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,840.34 
GD General Dynamics Corporation
+0.32%
+$3,569.72 
MRK Merck & Co., Inc.
+0.32%
+$8,313.77 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$815.48 
JPM JPMorgan Chase & Co.
+0.27%
+$7,149.64 
VT Vanguard Total World Stock ETF
+0.26%
+$1,209.5 
AMP Ameriprise Financial, Inc.
+0.25%
+$614.1 
DFAW Dimensional World Equity ETF
+0.22%
+$2,365.2 
JNJ Johnson & Johnson
+0.21%
+$3,023.12 
ADI Analog Devices, Inc.
+0.2%
+$844.33 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$1,500 
CMI Cummins Inc.
+0.19%
+$867.44 
UBSI United Bankshares, Inc.
+0.19%
+$835.74 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$809.22 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$388.86 
MS Morgan Stanley
+0.17%
+$1,487.17 
DELL Dell Technologies Inc.
+0.14%
+$3,199.28 
C Citigroup Inc.
+0.1%
+$1,567.29 
WMT Walmart Inc.
+0.09%
+$1,425.03 
SOXX iShares Semiconductor ETF
+0.07%
+$422.65 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$32.85 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$608,586.4 
CLS Celestica Inc.
-6%
-$15,037.65 
MU Micron Technology, Inc.
-5.9%
-$37,070.3 
DCH Dauch Corporation
-3.58%
-$2,101.68 
QCOM QUALCOMM Incorporated
-2.63%
-$4,408.96 
ABBV AbbVie Inc.
-2.51%
-$34,918.59 
DLR Digital Realty Trust, Inc.
-2.42%
-$11,390.13 
BA Boeing Company
-2.15%
-$16,203.01 
NEM Newmont Corporation
-2.14%
-$8,097.5 
NFLX Netflix, Inc.
-2%
-$18,801.88 
AMD Advanced Micro Devices, Inc.
-1.9%
-$14,728.59 
SNOW Snowflake Inc.
-1.62%
-$4,015.07 
LRCX Lam Research Corporation
-1.58%
-$10,546.82 
IAU iShares Gold Trust
-1.46%
-$14,943.12 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$10,816.05 
FCX Freeport-McMoRan Inc.
-1.28%
-$4,269.51 
NEE NextEra Energy, Inc.
-1.15%
-$3,155.24 
TXN Texas Instruments Inc
-1.08%
-$5,689.72 
LOW Lowe's Companies Inc.
-1.08%
-$3,255.18 
MCK McKesson Corporation
-1.08%
-$6,253.73 
CRH CRH plc
-1.03%
-$9,366.37 
INTC Intel Corporation
-1.02%
-$1,421.97 
KO The Coca-Cola Company
-1.02%
-$8,809.2 
XOM Exxon Mobil Corporation
-0.97%
-$12,090.06 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$2,989.09 
ED Consolidated Edison, Inc.
-0.74%
-$2,657.61 
MA Mastercard Incorporated
-0.74%
-$5,839.51 
BLK BlackRock, Inc.
-0.73%
-$5,697.71 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$2,398.44 
DUK Duke Energy Corporation
-0.67%
-$2,156.28 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,984.79 
AMGN Amgen Inc.
-0.64%
-$6,472.83 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,317.75 
PM Philip Morris International Inc.
-0.61%
-$2,804.84 
COMP Compass Inc.
-0.61%
-$1,358.07 
IYR iShares U.S. Real Estate ETF
-0.55%
-$1,237.73 
LLY Eli Lilly and Company
-0.53%
-$12,443.9 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$8,750.07 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.51%
-$12,106.74 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$1,246.02 
ALL Allstate Corporation
-0.49%
-$1,600.32 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$1,484 
PEP PepsiCo, Inc.
-0.46%
-$3,332.48 
RECS Columbia Research Enhanced Core ETF
-0.46%
-$4,914.8 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,297.13 
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF
-0.42%
-$2,561.37 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.41%
-$1,407.5 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$1,425.06 
VGT Vanguard Information Technology ETF
-0.38%
-$7,948.55 
AXP American Express Company
-0.38%
-$5,714.95 
MDT Medtronic plc
-0.37%
-$1,334.08 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,873.8 
FENI Fidelity Enhanced International ETF
-0.37%
-$9,767.4 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.36%
-$2,031.02 
TFC Truist Financial Corporation
-0.33%
-$2,661.66 
CEG Constellation Energy Corporation
-0.31%
-$2,090.61 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$2,684.52 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$12,531.97 
FBND Fidelity Total Bond ETF
-0.27%
-$5,862.24 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$799.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$1,520 
IWN iShares Russell 2000 Value ETF
-0.25%
-$1,649.94 
COST Costco Wholesale Corporation
-0.24%
-$859.55 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$755.6 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,214.45 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$1,454.4 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,511.97 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,104.71 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$3,711.3 
SMTH ALPS Smith Core Plus Bond ETF
-0.19%
-$7,976.65 
BKNG Booking Holdings Inc.
-0.18%
-$1,968.04 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$5,207.09 
FTMH Franklin Municipal High Yield ETF
-0.17%
-$680.68 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$875.12 
FITB Fifth Third Bancorp
-0.16%
-$1,260.09 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$544.48 
IXUS iShares Core International Stock ETF
-0.15%
-$626.64 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$3,537 
TPR Tapestry Inc.
-0.14%
-$307.44 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$901.55 
IGEB iShares Investment Grade Corporate Bond ETF
-0.14%
-$723.48 
FSMD Fidelity Small-Mid Multifactor ETF
-0.12%
-$1,878.12 
MUB iShares National Muni Bond ETF
-0.11%
-$270 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,070.1 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$492.7 
VO Vanguard Mid-Cap ETF
-0.05%
-$970.88 
XEL Xcel Energy Inc.
-0.04%
-$80.82 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$104.13 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$82.44 
UBER Uber Technologies, Inc.
-0.01%
-$123.65 Events
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Dividends
Dividend Analysis
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| Trades 922 | Longs Won 662/922 71% | Profit Factor 9.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $171,524.96 |
| Average Win $62,391.47 | Best Trade (Aug 14) $2.3M | Sharpe Ratio -16.07 |
| Average Loss -$17,251.97 | Worst Trade (Aug 03) -$334,109.64 | Z-Score 18.24 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 2d | Expectancy $39,932.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,820 | $6.21M | $7.67M | - | $1.45M | 23.41% | -7.354% |
| ABBV AbbVie Inc. | 5,397 | $1.1M | $1.35M | - | $251,115.11 | 22.76% | -2.513% |
| ADI Analog Devices, Inc. | 1,141 | $245,609.7 | $419,214.81 | - | $173,605.11 | 70.68% | +0.202% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,198 | $317,210.26 | $311,389.26 | - | -$5,821 | -1.84% | -0.256% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 1,128 | $544,847 | $351,067.45 | - | -$193,779.55 | -35.57% | +3.851% |
| ALL Allstate Corporation | 1,231 | $260,760.43 | $325,082.46 | - | $64,322.03 | 24.67% | -0.49% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 19,343 | $566,170 | $564,622.17 | - | -$1,547.83 | -0.27% | -0.358% |
| AMAT Applied Materials, Inc. | 352 | $254,496 | $178,699.84 | - | -$75,796.16 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,594 | $282,817.44 | $758,983.08 | - | $476,165.64 | 168.37% | -1.904% |
| AMGN Amgen Inc. | 2,610 | $738,372.67 | $1.01M | - | $266,894.93 | 36.15% | -0.64% |
| AMP Ameriprise Financial, Inc. | 445 | $204,303 | $242,898.81 | - | $38,595.81 | 18.89% | +0.253% |
| AMZN Amazon.com Inc | 15,761 | $3.48M | $4.28M | - | $802,842.2 | 23.09% | +15.321% |
| ANET Arista Networks, Inc. | 1,383 | $234,944 | $249,424.06 | - | $14,480.06 | 6.16% | +5.456% |
| AOA iShares Core Aggressive Allocation ETF | 2,812 | $254,406.43 | $272,061 | - | $17,654.57 | 6.94% | +0.301% |
| APH Amphenol Corporation | 13,656 | $915,877.37 | $1.1M | - | $181,382.23 | 19.8% | +0.551% |
| ARTY iShares Future AI & Tech ETF | 4,647 | $230,059.19 | $309,722.55 | - | $79,663.36 | 34.63% | +0.604% |
| ASML ASML Holding N.V. New York Registry Shares | 482 | $734,145.58 | $785,178 | - | $51,032.42 | 6.95% | -1.359% |
| AVDV Avantis International Small Cap Value ETF | 2,968 | $279,755.71 | $310,571.52 | - | $30,815.81 | 11.02% | -0.476% |
| AVGO Broadcom Inc. | 10,504 | $2.43M | $4.09M | - | $1.66M | 68.12% | +0.371% |
| AXP American Express Company | 4,500 | $1.36M | $1.51M | - | $149,115.96 | 10.93% | -0.376% |
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FAQ
Which stocks have generated the highest profits for Jeremy Morris Finger?
The largest contributions to the portfolio's profits come from the following stocks: Dell Technologies Inc - $350,380.89, ALPS Smith Core Plus Bond ETF - $292,193.88, Anywhere Real Estate Inc - $249,111.46, JPMorgan Equity Premium Income Fund - $240,730.11, and Citigroup Inc - $212,333.72. 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: UnitedHealth Group Incorporated - $498,077.22, Salesforce Inc - $193,240.28, Novo Nordisk A/S Sponsored ADR - $185,812.19, Deckers Outdoor Corporation - $159,922.88, and Adobe Inc - $135,000.53. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeremy Morris Finger's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.95M earned over time. The largest contributors to dividend income include ALPS Smith Core Plus Bond ETF - $286,932.27, JPMorgan Equity Premium Income Fund - $279,302.67, PIMCO Multisector Bond Active ETF - $154,046.82, iShares Core S&P 500 ETF - $150,130.89, and Fidelity Total Bond ETF - $148,906.24. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeremy Morris Finger's monthly returns?
Jeremy Morris Finger's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Jeremy Morris Finger's strategy be considered aggressive or moderate?
Jeremy Morris Finger's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Jeremy Morris Finger's strategy?
Jeremy Morris Finger's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
