TW
Travis Weitz Portfolio
Invests via Unified Investment Management | Managed by David Travis Weitz, Ryan Powell Malec
Invests via Unified Investment Management
Managed by David Travis Weitz, Ryan Powell Malec
Automatically Tracked
Entrepreneur and early-stage investor focused on consumer and technology businesses, with operating experience in scaling marketplaces and founder-led teams. Known for hands-on growth work, Travis Weitz has founded and advised multiple startups, deploying seed and pre-seed capital and helping prepare companies for Series A exits. Background blends operator and angel investor roles; network-oriented approach to board advising, go-to-market, and capital formation.
Entrepreneur and early-stage investor focused on consumer and technology businesses, with operating experience in scaling marketplaces and founder-led teams. Known for hands-on growth work, Travis Weitz has founded and advised multiple startups, deploying seed and pre-seed capital and helping prepare companies for Series A exits. Background blends operator and angel investor roles; network-oriented approach to board advising, go-to-market, and capital formation.
Investment Philosophy & Strategy
Early-stage, founder-focused investor targeting consumer and technology businesses—especially marketplaces and network effects—where hands-on growth and go-to-market execution unlock scale. Prefers seed and pre-seed allocations with concentrated conviction bets and reserved follow-on capital for Series A. Underwrites teams by founder strength, unit economics, and clear customer LTV/CAC paths, using active mentorship, board-level operational support, and network-driven introductions to accelerate product-market fit. Time horizon is growth-oriented multi-year scale to exit; risk managed through stage discipline, rapid traction milestones, and operational involvement to derisk commercialization.
Early-stage, founder-focused investor targeting consumer and technology businesses—especially marketplaces and network effects—where hands-on growth and go-to-market execution unlock scale. Prefers seed and pre-seed allocations with concentrated conviction bets and reserved follow-on capital for Series A. Underwrites teams by founder strength, unit economics, and clear customer LTV/CAC paths, using active mentorship, board-level operational support, and network-driven introductions to accelerate product-market fit. Time horizon is growth-oriented multi-year scale to exit; risk managed through stage discipline, rapid traction milestones, and operational involvement to derisk commercialization.
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:
23.34%
Gain -0.41%
Monthly
0.98%
Yearly
12.42%
Drawdown
15.65%
$113.51M
Equity
Holdings
$113.51M
Investment
$93.93M
$19.91M
Profit -$423,508.07
Realized
$331,867.79
Unrealized
$19.57M
Dividends
$3.37M
Goals
Avg. 71.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$423,508.07
Win %
68%
This Week
Compared To Last Week
Gain
-0.19%
Profit
-$213,128.99
Win %
68%
This Month
Compared to last month
Gain
2.15%
Profit
$2.39M
Win %
68%
This Year
Compared to last year
Gain
2.15%
Profit
$2.39M
Win %
69%
AKBA Akebia Therapeutics Inc.
+4.05%
+$394.8 
VGNT Versigent plc
+2.86%
+$6,778.75 
CNQ Canadian Natural Resources Limited
+2.24%
+$12,381.62 
COP ConocoPhillips
+2.12%
+$20,446.93 
EQNR Equinor ASA Sponsored ADR
+2.09%
+$20,574.72 
SHEL Shell plc
+2.06%
+$40,333.68 
RTX RTX Corporation
+2.05%
+$9,788.16 
VMC Vulcan Materials Company
+1.93%
+$10,808.66 
KO The Coca-Cola Company
+1.81%
+$8,087.81 
JPM JPMorgan Chase & Co.
+1.81%
+$32,632.32 
C Citigroup Inc.
+1.8%
+$13,305.5 
SO The Southern Company
+1.7%
+$4,050.8 
COF Capital One Financial Corporation
+1.59%
+$13,459.23 
CVX Chevron Corporation
+1.41%
+$16,545.82 
TFX Teleflex Incorporated
+1.38%
+$7,299.48 
APTV Aptiv PLC
+1.26%
+$8,504.97 
JNJ Johnson & Johnson
+1.22%
+$16,037.1 
HD The Home Depot, Inc.
+1.19%
+$8,169.31 
VPU Vanguard Utilities ETF
+1.18%
+$4,979.94 
COST Costco Wholesale Corporation
+1.12%
+$6,829.65 
DPZ Domino's Pizza Inc.
+1.11%
+$3,112.98 
MRK Merck & Co., Inc.
+1.11%
+$14,700.91 
DIS The Walt Disney Company
+1.03%
+$2,192.22 
XOM Exxon Mobil Corporation
+0.98%
+$9,007.69 
ZTS Zoetis Inc.
+0.85%
+$4,375.1 
KNSL Kinsale Capital Group Inc.
+0.85%
+$4,788.02 
AAPL Apple Inc.
+0.82%
+$18,961.68 
AXP American Express Company
+0.82%
+$6,182.57 
T AT&T Inc.
+0.77%
+$5,723.28 
ISCV iShares Morningstar Small-Cap Value ETF
+0.75%
+$2,240.67 
ICOW Pacer Developed Markets International ETF
+0.73%
+$7,117.91 
DVY iShares Select Dividend ETF
+0.68%
+$1,757.16 
V Visa Inc. Class A
+0.68%
+$8,634.6 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$2,672.7 
DLTR Dollar Tree, Inc.
+0.66%
+$3,208.66 
IYF iShares U.S. Financials ETF
+0.63%
+$3,024.54 
ACN Accenture plc Class A
+0.56%
+$1,892.52 
ABBV AbbVie Inc.
+0.43%
+$1,978.86 
VYM Vanguard High Dividend Yield ETF
+0.38%
+$1,038.79 
GPC Genuine Parts Company
+0.32%
+$24,030.49 
CME CME Group Inc.
+0.3%
+$2,056.68 
VTV Vanguard Value ETF
+0.29%
+$1,027 
ECOW Pacer Emerging Markets Cash Cows 100 ETF
+0.22%
+$1,131.18 
BMY Bristol-Myers Squibb Company
+0.12%
+$345.31 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.11%
+$1,388.88 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$233.62 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.09%
+$502.21 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$535.65 
GVI iShares Intermediate Government Bond ETF
+0.07%
+$1,369.62 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.07%
+$169.84 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.06%
+$180.8 
RFV Invesco S&P MidCap 400 Pure Value ETF
+0.05%
+$298.82 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$356.9 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$1,171.03 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$817.64 
NEAR iShares Short Maturity Bond ETF
+0.04%
+$842 
NVDA NVIDIA Corporation
+0.04%
+$928.8 
PYPL PayPal Holdings Inc
+0.04%
+$420.24 
VNLA Janus Henderson Short Duration Income ETF
+0.03%
+$745.66 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$92.5 
SIRI Sirius XM Holdings Inc.
+0.02%
+$51.21 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
PANW Palo Alto Networks, Inc.
-7.79%
-$152,477.03 
CVLT Commvault Systems Inc.
-7.38%
-$15,959.6 
MU Micron Technology, Inc.
-3.97%
-$31,953.09 
CRM Salesforce Inc
-3.33%
-$37,688.75 
WDAY Workday Inc.
-3.29%
-$20,219.8 
ANET Arista Networks, Inc.
-3.27%
-$36,584.22 
TDC Teradata Corporation
-3.07%
-$7,052.16 
AMAT Applied Materials, Inc.
-3.01%
-$30,139.85 
AVGO Broadcom Inc.
-2.91%
-$16,730.02 
NFLX Netflix, Inc.
-2.52%
-$8,921.25 
META Meta Platforms Inc Class A
-2.43%
-$7,755.02 
ASUR Asure Software Inc.
-2.19%
-$6,750.38 
SPSC SPS Commerce Inc.
-2.14%
-$6,900.6 
IYW iShares U.S. Technology ETF
-2.05%
-$25,567.65 
MSFT Microsoft Corp.
-2.04%
-$53,860.92 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
-1.92%
-$10,761.65 
SCHW Charles Schwab Corporation
-1.89%
-$13,177.34 
DGX Quest Diagnostics Inc.
-1.87%
-$12,131.55 
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF
-1.71%
-$3,715.47 
QGRO American Century U.S. Quality Growth ETF
-1.69%
-$17,378.67 
MEDP Medpace Holdings Inc.
-1.65%
-$4,024.05 
MTCH Match Group, Inc.
-1.63%
-$11,467.41 
GOOGL Alphabet Inc
-1.63%
-$30,774.24 
TMO Thermo Fisher Scientific Inc.
-1.6%
-$12,677.75 
CSCO Cisco Systems, Inc.
-1.57%
-$20,780.76 
ALB Albemarle Corporation
-1.52%
-$6,956.23 
DGII Digi International Inc.
-1.5%
-$2,997 
MSCI MSCI Inc.
-1.48%
-$7,971.23 
TOST Toast Inc.
-1.46%
-$6,842.26 
FDX FedEx Corporation
-1.37%
-$9,146.58 
PWR Quanta Services Inc.
-1.33%
-$14,782.98 
ZG Zillow Group, Inc.
-1.33%
-$7,408.9 
VUG Vanguard Growth ETF
-1.29%
-$3,654 
EEM iShares MSCI Emerging Markets ETF
-1.29%
-$2,768.7 
QCOM QUALCOMM Incorporated
-1.28%
-$21,145.77 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.18%
-$4,827.37 
IUSG iShares Core S&P U.S. Growth ETF
-1.17%
-$3,150 
UBER Uber Technologies, Inc.
-1.17%
-$6,796.87 
IEMG iShares Core MSCI Emerging Markets ETF
-1.14%
-$9,569.24 
ITRI Itron Inc.
-1.13%
-$2,610.56 
IWM iShares Russell 2000 ETF
-1.05%
-$2,940.59 
XMMO Invesco S&P MidCap Momentum ETF
-1.05%
-$2,339.68 
SFM Sprouts Farmers Market, Inc.
-1.02%
-$7,277.36 
GNRC Generac Holdings Inc.
-1%
-$13,914.78 
VFF Village Farms International Inc.
-0.96%
-$425.5 
VB Vanguard Small-Cap ETF
-0.93%
-$5,802.2 
BABA Alibaba Group Holding Limited SP ADR
-0.93%
-$1,995.11 
ECG Everus Construction Group, Inc.
-0.92%
-$2,311.32 
JSML Janus Henderson Small Cap Growth Alpha Fund
-0.9%
-$4,778.99 
CEFS Saba Capital Income & Opportunities ETF
-0.68%
-$3,646.66 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.66%
-$5,742.9 
AMZN Amazon.com Inc
-0.66%
-$13,847.56 
EMR Emerson Electric Co.
-0.63%
-$3,606.72 
VOO Vanguard S&P 500 ETF
-0.6%
-$1,725.84 
MDY SPDR S&P MidCap 400 ETF Trust
-0.59%
-$1,655.05 
IVV iShares Core S&P 500 ETF
-0.59%
-$1,937.67 
IWB iShares Russell 1000 ETF
-0.57%
-$1,814.74 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$3,924.11 
EMMF WisdomTree Emerging Markets Multifactor Fund
-0.55%
-$1,190.6 
III Information Services Group Inc.
-0.53%
-$804 
ABNB Airbnb, Inc.
-0.45%
-$4,877.2 
HALO Halozyme Therapeutics Inc.
-0.42%
-$10,701.84 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.39%
-$2,896.08 
VO Vanguard Mid-Cap ETF
-0.36%
-$2,413.96 
USMV iShares MSCI USA Min Vol Factor ETF
-0.34%
-$909.65 
IWS iShares Russell Mid-Cap Value ETF
-0.33%
-$924.08 
ABT Abbott Laboratories
-0.29%
-$1,542 
RSP Invesco S&P 500 Equal Weight ETF
-0.25%
-$886.14 
MOAT VanEck Morningstar Wide Moat Fund
-0.23%
-$511 
VRP Invesco Variable Rate Preferred ETF
-0.21%
-$786.7 
WSO Watsco Inc.
-0.21%
-$814.35 
GLD SPDR Gold Shares
-0.17%
-$1,025.03 
FDLO Fidelity Low Volatility Factor ETF
-0.16%
-$738 
NVO Novo Nordisk A/S Sponsored ADR
-0.14%
-$345.68 
MUB iShares National Muni Bond ETF
-0.1%
-$299.25 
URI United Rentals, Inc.
-0.1%
-$1,975.99 
PTC PTC Inc.
-0.08%
-$1,102.17 
NXT Nextracker Inc.
-0.06%
-$614.5 
EFG iShares MSCI EAFE Growth ETF
-0.02%
-$104.72 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$12.5 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 820 | Longs Won 545/820 66% | Profit Factor 4.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $117,879.98 |
| Average Win $47,981.53 | Best Trade (Oct 16) $1.25M | Sharpe Ratio -11.12 |
| Average Loss -$22,702.25 | Worst Trade (Oct 15) -$502,068.04 | Z-Score 6.19 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4w 1d | Expectancy $24,276.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,000 | 4,500 | 4,000 | 3,500 | 3,000 | 2,500 | 2,000 | 1,500 | 1,000 | 500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,724 | $1.67M | $2.32M | - | $645,016.24 | 38.54% | +0.825% |
| ABBV AbbVie Inc. | 1,622 | $291,778.64 | $461,653.64 | - | $169,875 | 58.22% | +0.43% |
| ABNB Airbnb, Inc. | 6,213 | $817,409.81 | $1.08M | - | $260,514.62 | 31.87% | -0.45% |
| ABT Abbott Laboratories | 5,140 | $528,335.38 | $536,513.2 | - | $8,177.82 | 1.55% | -0.287% |
| ACN Accenture plc Class A | 1,502 | $275,445 | $339,722.36 | - | $64,277.36 | 23.34% | +0.56% |
| AKBA Akebia Therapeutics Inc. | 14,000 | $38,220 | $10,131.8 | - | -$28,088.2 | -73.49% | +4.055% |
| ALB Albemarle Corporation | 4,653 | $400,186.06 | $449,875.3 | - | $49,689.24 | 12.42% | -1.523% |
| AMAT Applied Materials, Inc. | 2,331 | $384,914.45 | $972,213.48 | - | $587,299.03 | 152.58% | -3.007% |
| AMZN Amazon.com Inc | 8,292 | $1.82M | $2.1M | - | $278,382.46 | 15.29% | -0.656% |
| ANET Arista Networks, Inc. | 6,037 | $701,470.79 | $1.08M | - | $382,291.45 | 54.5% | -3.265% |
| APTV Aptiv PLC | 14,921 | $936,311.35 | $682,784.96 | - | -$253,526.39 | -27.08% | +1.261% |
| ASUR Asure Software Inc. | 41,980 | $387,571.94 | $300,963.02 | - | -$86,608.92 | -22.35% | -2.194% |
| AVGO Broadcom Inc. | 1,668 | $419,247.2 | $557,612.4 | - | $138,365.2 | 33% | -2.913% |
| AXP American Express Company | 2,401 | $713,236.71 | $759,784.44 | - | $46,547.73 | 6.53% | +0.82% |
| BABA Alibaba Group Holding Limited SP ADR | 1,937 | $208,343 | $213,263.7 | - | $4,920.7 | 2.36% | -0.927% |
| BMY Bristol-Myers Squibb Company | 4,933 | $279,024.07 | $299,137.12 | - | $20,113.05 | 7.21% | +0.116% |
| BRK-B Berkshire Hathaway Inc. | 755 | $342,226.7 | $399,561.1 | - | $57,334.4 | 16.75% | +0.673% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 35,710 | $696,440.15 | $700,094.55 | - | $3,654.4 | 0.52% | +0.077% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 35,690 | $720,057.28 | $721,830.25 | - | $1,772.97 | 0.25% | +0.049% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 69,444 | $1.28M | $1.27M | - | -$2,536.43 | -0.2% | +0.109% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Travis Weitz?
The largest contributions to the portfolio's profits come from the following stocks: Genuine Parts Company - $415,815.41, Micron Technology, Inc - $371,157.19, Nextracker Inc - $314,649.32, CVS Health Corporation - $226,644.11, and Janus Henderson Short Duration Income ETF - $194,962.16. 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: Adobe Inc - $378,147.42, PayPal Holdings Inc - $275,609.77, Teradata Corporation - $199,356.12, Novo Nordisk A/S Sponsored ADR - $170,657.58, and Molson Coors Beverage Company - $152,839.58. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Travis Weitz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.37M earned over time. The largest contributors to dividend income include Genuine Parts Company - $409,285.14, Janus Henderson Short Duration Income ETF - $194,699.25, iShares 1-5 Year Investment Grade Corporate Bond ETF - $175,362.3, iShares Short Maturity Bond ETF - $164,612.61, and PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $147,707.09. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Travis Weitz's monthly returns?
Travis Weitz's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Travis Weitz's strategy be considered aggressive or moderate?
Travis Weitz'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 Travis Weitz's strategy?
Travis Weitz'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.
2026 © Marketlog. All Rights Reserved.
