John J. Edwards Portfolio
Invests via Breed's Hi LLCapital LLC | Managed by Corient Private Wealth LLC
Invests via Breed's Hi LLCapital LLC
Managed by Corient Private Wealth LLC
Automatically Tracked
John J. Edwards Profile
John J. Edwards has carved out a notable career as an investor-operator with deep experience in private equity and venture capital. His multifaceted background encompasses founding roles at several startups, where he not only secured funding but also guided strategic direction to achieve sustainable growth. With a keen understanding of market dynamics, he is adept at identifying high-potential opportunities within technology and healthcare sectors. This duality of expertise in both investment analysis and operational leadership enables him to drive initiatives that create value across various platforms.
John J. Edwards has carved out a notable career as an investor-operator with deep experience in private equity and venture capital. His multifaceted background encompasses founding roles at several startups, where he not only secured funding but also guided strategic direction to achieve sustainable growth. With a keen understanding of market dynamics, he is adept at identifying high-potential opportunities within technology and healthcare sectors. This duality of expertise in both investment analysis and operational leadership enables him to drive initiatives that create value across various platforms.
Investment Philosophy & Strategy
Identifying value through innovation-driven investing, John J. Edwards capitalizes on his robust experience as both an investor and a founder in the technology and healthcare sectors. His strategic vision emphasizes transformative growth, where assessing market trends informs his investment choices. By leveraging operational insights from startup environments, he engages with promising ventures to facilitate their scalability and competitive edge. The focus remains on fostering long-term relationships while ensuring capital efficiency through hands-on involvement that aligns interests across stakeholders.
Identifying value through innovation-driven investing, John J. Edwards capitalizes on his robust experience as both an investor and a founder in the technology and healthcare sectors. His strategic vision emphasizes transformative growth, where assessing market trends informs his investment choices. By leveraging operational insights from startup environments, he engages with promising ventures to facilitate their scalability and competitive edge. The focus remains on fostering long-term relationships while ensuring capital efficiency through hands-on involvement that aligns interests across stakeholders.
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:
76.47%
Gain -0.98%
Monthly
1.77%
Yearly
23.37%
Drawdown
24.93%
$256.87M
Equity
Holdings
$256.87M
Investment
$175.63M
$82.16M
Profit -$1.76M
Realized
$923,335.62
Unrealized
$81.23M
Dividends
$6.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.98%
Profit
-$1.76M
Win %
68%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$1.76M
Win %
68%
This Month
Compared to last month
Gain
-1.29%
Profit
-$3.36M
Win %
68%
This Year
Compared to last year
Gain
11.22%
Profit
$25.91M
Win %
68%
PANW Palo Alto Networks, Inc.
+14.01%
+$53,186.85 
ADSK Autodesk, Inc.
+7.88%
+$15,657.22 
NOW ServiceNow, Inc.
+7.69%
+$27,665.85 
ACN Accenture plc Class A
+6.28%
+$15,996.76 
CHKP Check Point Software Technologies Ltd.
+5.66%
+$13,114.75 
INTU Intuit Inc.
+5.55%
+$14,788.08 
IGV iShares Expanded Tech-Software Sector ETF
+5.18%
+$26,275 
ADBE Adobe Inc.
+4.59%
+$13,948.34 
BSX Boston Scientific Corporation
+4.5%
+$9,508.59 
CRM Salesforce Inc
+4.5%
+$17,092.95 
DPZ Domino's Pizza Inc.
+4.03%
+$5,795.79 
NFLX Netflix, Inc.
+3.76%
+$16,383.3 
MDT Medtronic plc
+3.21%
+$11,534.66 
ADP Automatic Data Processing Inc.
+3.12%
+$13,635.16 
GOOGL Alphabet Inc
+3.08%
+$118,400.04 
GOOG Alphabet Inc
+2.97%
+$81,072.52 
META Meta Platforms Inc Class A
+2.91%
+$22,821.92 
SYK Stryker Corporation
+2.45%
+$8,910.15 
ISRG Intuitive Surgical, Inc.
+2.38%
+$3,727.25 
MSI Motorola Solutions, Inc.
+2.3%
+$7,589.76 
MSFT Microsoft Corp.
+2.27%
+$107,664.98 
WMT Walmart Inc.
+2.27%
+$22,737.51 
WM Waste Management, Inc.
+2.25%
+$14,545.44 
DIS The Walt Disney Company
+2.19%
+$5,615.3 
T AT&T Inc.
+2.07%
+$4,423.69 
GM General Motors Company
+2.04%
+$7,875 
LLY Eli Lilly and Company
+2.04%
+$33,686.87 
MCD McDonald's Corporation
+1.96%
+$3,799.36 
NOC Northrop Grumman Corporation
+1.74%
+$3,719.56 
CME CME Group Inc.
+1.73%
+$5,071.04 
ABBV AbbVie Inc.
+1.73%
+$45,771.96 
ROP Roper Technologies Inc.
+1.64%
+$2,243.32 
COST Costco Wholesale Corporation
+1.58%
+$3,040.08 
XLV Health Care Select Sector SPDR Fund
+1.45%
+$13,300.8 
UNH UnitedHealth Group Incorporated
+1.32%
+$3,600.77 
XLP Consumer Staples Select Sector SPDR Fund
+1.32%
+$11,724.9 
UBER Uber Technologies, Inc.
+1.27%
+$6,694.87 
ZTS Zoetis Inc.
+1.14%
+$3,075.3 
LOW Lowe's Companies Inc.
+1.06%
+$2,012.03 
V Visa Inc. Class A
+1.05%
+$7,915.18 
HD The Home Depot, Inc.
+1%
+$5,472.41 
BRK-B Berkshire Hathaway Inc.
+0.98%
+$12,986.74 
AXP American Express Company
+0.89%
+$3,954.24 
ABT Abbott Laboratories
+0.87%
+$10,541.16 
VRTX Vertex Pharmaceuticals Incorporated
+0.83%
+$5,387.9 
DE Deere & Company
+0.69%
+$2,129.76 
NKE Nike, Inc. - Class B
+0.62%
+$1,312.15 
MA Mastercard Incorporated
+0.61%
+$5,726.3 
ITW Illinois Tool Works Inc.
+0.58%
+$1,731.6 
GEHC GE HealthCare Technologies Inc.
+0.58%
+$1,041.18 
JNJ Johnson & Johnson
+0.58%
+$5,394.82 
AAPL Apple Inc.
+0.54%
+$66,158.77 
PG Procter & Gamble Co
+0.52%
+$2,346.54 
MRK Merck & Co., Inc.
+0.44%
+$2,256.7 
MCO Moody's Corporation
+0.38%
+$788.06 
TMO Thermo Fisher Scientific Inc.
+0.38%
+$1,804.51 
SBUX Starbucks Corporation
+0.35%
+$781.42 
TJX The TJX Companies, Inc.
+0.12%
+$628.36 
KMI Kinder Morgan, Inc.
+0.11%
+$253.05 
DXJ WisdomTree Japan Hedged Equity Fund
+0.1%
+$323 
ABNB Airbnb, Inc.
+0.07%
+$928.4 
PFE Pfizer Inc.
+0.05%
+$150.91 
PEP PepsiCo, Inc.
+0.04%
+$119.74 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$14.29 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 UL
UL
0%
$0 
GEV GE Vernova Inc.
-8.66%
-$92,848.02 
ETN Eaton Corporation plc
-7.5%
-$61,790.3 
ACLS Axcelis Technologies, Inc.
-7.12%
-$24,210 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$66,046.43 
JBL Jabil Inc.
-5.53%
-$24,639.98 
ANET Arista Networks, Inc.
-5.51%
-$37,223.13 
BAC Bank of America Corporation
-5.3%
-$33,768.7 
AVGO Broadcom Inc.
-4.79%
-$409,617.76 
ORCL Oracle Corporation
-4.42%
-$40,891.5 
CAT Caterpillar Inc.
-4.15%
-$22,807.3 
HUBB Hubbell Inc.
-3.98%
-$14,257.32 
GS The Goldman Sachs Group, Inc.
-3.97%
-$40,644.71 
AMD Advanced Micro Devices, Inc.
-3.9%
-$62,277.56 
MS Morgan Stanley
-3.4%
-$38,031.93 
NVDA NVIDIA Corporation
-2.85%
-$564,997.31 
EMR Emerson Electric Co.
-2.59%
-$15,775.42 
EEM iShares MSCI Emerging Markets ETF
-2.51%
-$10,042.45 
PH Parker-Hannifin Corporation
-2.5%
-$7,711.2 
TXN Texas Instruments Inc
-1.96%
-$10,862.11 
JPM JPMorgan Chase & Co.
-1.72%
-$28,501.93 
MMM 3M Company
-1.71%
-$7,512.48 
CSCO Cisco Systems, Inc.
-1.65%
-$6,771 
APD Air Products and Chemicals, Inc.
-1.56%
-$9,541.66 
LNG Cheniere Energy Inc.
-1.47%
-$4,104.1 
TSLA Tesla, Inc.
-1.4%
-$8,166.4 
WMB The Williams Companies, Inc.
-1.4%
-$4,789.92 
GLD SPDR Gold Shares
-1.35%
-$19,208.26 
GLDM SPDR Gold MiniShares Trust
-1.33%
-$15,523.38 
RTX RTX Corporation
-1.32%
-$6,345.62 
CG The Carlyle Group Inc.
-1.28%
-$2,171.2 
VGT Vanguard Information Technology ETF
-1.24%
-$137,133.36 
AMZN Amazon.com Inc
-1.22%
-$66,853.74 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$197,419.04 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$49,461.07 
SCHE Schwab Emerging Markets Equity ETF
-1.15%
-$33,344.22 
VEU Vanguard FTSE All-World ex-US ETF
-1.11%
-$7,303.9 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.07%
-$70,561.7 
QCOM QUALCOMM Incorporated
-0.99%
-$2,316.8 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$28,516.15 
CVX Chevron Corporation
-0.94%
-$3,579.81 
XOM Exxon Mobil Corporation
-0.85%
-$8,609.52 
SCHM Schwab U.S. Mid-Cap ETF
-0.85%
-$34,865.1 
EWJ iShares MSCI Japan ETF
-0.84%
-$4,544.25 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$5,301 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$2,288.8 
VGK Vanguard FTSE Europe ETF
-0.73%
-$8,467.8 
NEE NextEra Energy, Inc.
-0.69%
-$1,714.56 
XLRE The Real Estate Select Sector SPDR Fund
-0.66%
-$1,612.53 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$59,916.8 
PFF iShares Preferred and Income Securities ETF
-0.64%
-$1,444.98 
VT Vanguard Total World Stock ETF
-0.62%
-$13,979 
LIN Linde plc
-0.62%
-$1,667.47 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$12,735.36 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$5,377.68 
HON Honeywell International Inc.
-0.54%
-$748.83 
VTV Vanguard Value ETF
-0.46%
-$56,119.55 
XLF Financial Select Sector SPDR Fund
-0.45%
-$2,320.5 
ECL Ecolab Inc.
-0.43%
-$1,649.34 
VOE Vanguard Mid-Cap Value ETF
-0.39%
-$8,646.44 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$11,276.19 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$14,997.42 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$152,490.73 
IVV iShares Core S&P 500 ETF
-0.32%
-$12,623.1 
OEF iShares S&P 100 ETF
-0.29%
-$2,912 
CARR Carrier Global Corporation
-0.25%
-$498.51 
ARES Ares Management Corporation
-0.2%
-$489.99 
MDLZ Mondelez International, Inc.
-0.2%
-$803.12 
IWM iShares Russell 2000 ETF
-0.19%
-$2,866.75 
BX Blackstone Inc.
-0.19%
-$1,003.16 
HYD VanEck High Yield Muni ETF
-0.13%
-$364.45 
OKE ONEOK, Inc.
-0.12%
-$372.72 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.07%
-$162.24 
IWD iShares Russell 1000 Value ETF
-0.03%
-$688.24 Events
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Dividends
Dividend Analysis
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| Trades 504 | Longs Won 352/504 69% | Profit Factor 21.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $726,491.57 |
| Average Win $244,852.11 | Best Trade (Aug 14) $10.1M | Sharpe Ratio -14.69 |
| Average Loss -$26,510.72 | Worst Trade (Sep 10) -$332,910.9 | Z-Score 7.43 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 2d | Expectancy $163,012.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,709 | 8,738 | 7,767 | 6,796 | 5,825 | 4,854 | 3,883 | 2,913 | 1,942 | 971 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 36,960 | $7.74M | $12.35M | - | $4.61M | 59.56% | +0.539% |
| ABBV AbbVie Inc. | 10,309 | $1.67M | $2.7M | - | $1.03M | 61.61% | +1.727% |
| ABNB Airbnb, Inc. | 8,440 | $1.15M | $1.44M | - | $291,885.51 | 25.48% | +0.065% |
| ABT Abbott Laboratories | 11,844 | $1.33M | $1.22M | - | -$111,347.57 | -8.38% | +0.873% |
| ACLS Axcelis Technologies, Inc. | 3,000 | $209,070 | $316,080 | - | $107,010 | 51.18% | -7.115% |
| ACN Accenture plc Class A | 1,385 | $484,078.89 | $270,698.25 | - | -$213,380.64 | -44.08% | +6.281% |
| ADBE Adobe Inc. | 1,204 | $533,351.15 | $317,633.26 | - | -$215,717.89 | -40.45% | +4.593% |
| ADP Automatic Data Processing Inc. | 1,631 | $380,032.04 | $451,167.22 | - | $71,135.18 | 18.72% | +3.116% |
| ADSK Autodesk, Inc. | 936 | $261,787.82 | $214,463.62 | - | -$47,324.2 | -18.08% | +7.876% |
| AMD Advanced Micro Devices, Inc. | 3,093 | $446,595.5 | $1.53M | - | $1.09M | 243.51% | -3.901% |
| AMZN Amazon.com Inc | 21,291 | $3.73M | $5.4M | - | $1.67M | 44.67% | -1.223% |
| ANET Arista Networks, Inc. | 3,387 | $372,836.52 | $638,788.2 | - | $265,951.68 | 71.33% | -5.506% |
| APD Air Products and Chemicals, Inc. | 2,104 | $577,764.2 | $603,627.06 | - | $25,862.86 | 4.48% | -1.556% |
| ARES Ares Management Corporation | 1,849 | $219,942.11 | $242,912.37 | - | $22,970.26 | 10.44% | -0.201% |
| ASML ASML Holding N.V. New York Registry Shares | 560 | $410,153.91 | $885,001.6 | - | $474,847.69 | 115.77% | -6.945% |
| AVGO Broadcom Inc. | 23,650 | $3.55M | $8.15M | - | $4.6M | 129.34% | -4.785% |
| AXP American Express Company | 1,373 | $305,923.65 | $449,753.61 | - | $143,829.96 | 47.01% | +0.887% |
| BAC Bank of America Corporation | 10,156 | $379,631.05 | $602,910.94 | - | $223,279.89 | 58.81% | -5.304% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 2,859 | $261,680.92 | $261,598.5 | - | -$82.42 | -0.03% | +0.005% |
| BRK-B Berkshire Hathaway Inc. | 2,587 | $1.09M | $1.33M | - | $243,833.51 | 22.38% | +0.984% |
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FAQ
Which stocks have generated the highest profits for John J. Edwards?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $1.07M, VANGUARD FTSE DEVELOPED MARKETS ETF - $779,806.75, Vanguard Value ETF - $627,403.88, SPDR Portfolio Developed World ex-US ETF - $431,015.86, and Broadcom Inc - $284,315.27. 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: Marvell Technology, Inc - $97,982.59, Bristol-Myers Squibb Company - $90,028.46, Axcelis Technologies, Inc - $60,600, UnitedHealth Group Incorporated - $48,473.18, and Marathon Petroleum Corporation - $30,594.87. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John J. Edwards's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.17M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $982,668.05, VANGUARD FTSE DEVELOPED MARKETS ETF - $720,234.95, Vanguard Value ETF - $544,599.26, SPDR Portfolio Developed World ex-US ETF - $412,496.28, and AbbVie Inc - $167,266.45. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John J. Edwards's monthly returns?
John J. Edwards'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 John J. Edwards's strategy be considered aggressive or moderate?
John J. Edwards'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 John J. Edwards's strategy?
John J. Edwards'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.
