Benjamin J. Jones Portfolio
Invests via National Wealth Management Group, LLC | Managed by Benjamin J. Jones, Vivienne K. Schleu
Invests via National Wealth Management Group, LLC
Managed by Benjamin J. Jones, Vivienne K. Schleu
Automatically Tracked
Benjamin J. Jones Profile
Experienced investor and operator focused on growth-stage technology and fintech companies. Benjamin J. Jones is a former operator turned investor with background in product management and corporate development, known for sourcing cross-border SaaS deals and advising CEOs on go-to-market and scale. Active in seed to Series B rounds, brings operational rigor, network in enterprise software, and board-level experience.
Experienced investor and operator focused on growth-stage technology and fintech companies. Benjamin J. Jones is a former operator turned investor with background in product management and corporate development, known for sourcing cross-border SaaS deals and advising CEOs on go-to-market and scale. Active in seed to Series B rounds, brings operational rigor, network in enterprise software, and board-level experience.
Investment Philosophy & Strategy
Focuses on growth-stage technology and fintech opportunities, prioritizing seed through Series B stakes in cross-border SaaS and enterprise software. Prefers founder-led businesses with clear go-to-market motion and measurable unit economics, deploying capital to accelerate product-market fit, international expansion, and sales scale. Investment decisions blend operator-led diligence with board-oriented partnership, emphasizing operational playbooks, margin improvement, and repeatable customer acquisition. Holds a medium-term horizon, pragmatic risk management, and active governance to unlock durable commercial growth.
Focuses on growth-stage technology and fintech opportunities, prioritizing seed through Series B stakes in cross-border SaaS and enterprise software. Prefers founder-led businesses with clear go-to-market motion and measurable unit economics, deploying capital to accelerate product-market fit, international expansion, and sales scale. Investment decisions blend operator-led diligence with board-oriented partnership, emphasizing operational playbooks, margin improvement, and repeatable customer acquisition. Holds a medium-term horizon, pragmatic risk management, and active governance to unlock durable commercial growth.
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:
23.61%
Gain
Monthly
0.3%
Yearly
3.61%
Drawdown
36.34%
$314.39M
Equity
Holdings
$314.39M
Investment
$259.04M
$73.72M
Profit -$2.06M
Realized
$18.36M
Unrealized
$55.36M
Dividends
$9.46M
Goals
Avg. 43% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.06M
Win %
74%
This Week
Compared To Last Week
Gain
-2.2%
Profit
-$7.08M
Win %
74%
This Month
Compared to last month
Gain
-2.5%
Profit
-$8.05M
Win %
74%
This Year
Compared to last year
Gain
-2.84%
Profit
-$9.08M
Win %
76%
STX Seagate Technology Holdings plc
+5.72%
+$119,065.51 
USO United States Oil Fund, LP
+3.85%
+$11,585.16 
UGA United States Gasoline Fund, LP
+3.06%
+$20,498.94 
WDC Western Digital Corporation
+2.88%
+$66,501.12 
PSX Phillips 66
+2.7%
+$6,767.36 
CSCO Cisco Systems, Inc.
+2.57%
+$8,615.1 
MU Micron Technology, Inc.
+2.2%
+$76,309.28 
UNH UnitedHealth Group Incorporated
+1.79%
+$20,784.36 
GEV GE Vernova Inc.
+1.7%
+$4,821.18 
MO Altria Group, Inc.
+1.51%
+$8,293.02 
COP ConocoPhillips
+1.47%
+$8,630.83 
PLUG Plug Power Inc.
+1.4%
+$2,119.5 
HONA Honeywell Aerospace Inc.
+1.39%
+$3,623.56 
JNJ Johnson & Johnson
+1.37%
+$5,909.87 
XOM Exxon Mobil Corporation
+1.32%
+$5,577.6 
ABT Abbott Laboratories
+1.3%
+$2,943.78 
RKLB Rocket Lab Corporation
+1.28%
+$3,112.34 
GE General Electric Company
+1.13%
+$23,107.5 
XLE Energy Select Sector SPDR Fund
+1.09%
+$2,519.68 
PANW Palo Alto Networks, Inc.
+1.06%
+$2,598.75 
LNG Cheniere Energy Inc.
+0.94%
+$7,192.77 
GLD SPDR Gold Shares
+0.82%
+$32,694.62 
GLDM SPDR Gold MiniShares Trust
+0.81%
+$2,189.48 
PFG Principal Financial Group, Inc.
+0.74%
+$4,987.45 
GCAD Gabelli Commercial Aerospace & Defense ETF
+0.73%
+$18,359.64 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.73%
+$2,526.34 
HWM Howmet Aerospace Inc.
+0.7%
+$9,034.2 
SLV iShares Silver Trust
+0.69%
+$16,321.55 
LLY Eli Lilly and Company
+0.61%
+$5,709.33 
SNDK SanDisk Corporation
+0.56%
+$800.93 
MSTR Strategy Inc.
+0.55%
+$1,508.49 
MPWR Monolithic Power Systems, Inc.
+0.53%
+$5,579.68 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.51%
+$2,091.84 
TER Teradyne, Inc.
+0.46%
+$4,731.93 
BMY Bristol-Myers Squibb Company
+0.45%
+$2,201.93 
TLT iShares 20+ Year Treasury Bond ETF
+0.43%
+$2,538 
CEG Constellation Energy Corporation
+0.42%
+$989.75 
FRT Federal Realty Investment Trust
+0.4%
+$1,720.03 
FCX Freeport-McMoRan Inc.
+0.36%
+$1,853.46 
UNP Union Pacific Corporation
+0.31%
+$1,034.07 
EMR Emerson Electric Co.
+0.3%
+$1,477.82 
AAPL Apple Inc.
+0.2%
+$12,740.54 
QCOM QUALCOMM Incorporated
+0.16%
+$470.12 
GOVT iShares U.S. Treasury Bond ETF
+0.15%
+$2,803.39 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.13%
+$2,169.53 
FBND Fidelity Total Bond ETF
+0.1%
+$1,937.74 
BND Vanguard Total Bond Market Index Fund
+0.09%
+$360.56 
SPBO SPDR Portfolio Corporate Bond ETF
+0.09%
+$1,203.2 
ANET Arista Networks, Inc.
+0.08%
+$866.45 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.08%
+$275.49 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$1,756.87 
SHV iShares Short Treasury Bond ETF
+0.04%
+$528.08 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$1,235.78 
LMBS First Trust Low Duration Opportunities ETF
+0.03%
+$728.13 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$709.32 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$282.32 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,670.33 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$247.85 
IBIT iShares Bitcoin Trust
+0.01%
+$76.97 
GSY Invesco Ultra Short Duration ETF
+0.01%
+$94.34 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.01%
+$44.21 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GBTC Grayscale Bitcoin Trust ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-6.94%
-$15,872.16 
OXSQ Oxford Square Capital Corp.
-6.38%
-$1,159.56 
AMAT Applied Materials, Inc.
-5%
-$78,427.88 
HOOD Robinhood Markets, Inc.
-4.44%
-$9,828.75 
SPCX Space Exploration Technologies Corp. Class A
-4.1%
-$6,456 
LOW Lowe's Companies Inc.
-2.98%
-$14,097.16 
FPXI First Trust International Equity Opportunities Fund
-2.83%
-$6,007.48 
META Meta Platforms Inc Class A
-2.83%
-$59,028.6 
SBUX Starbucks Corporation
-2.73%
-$11,973.2 
RXRX Recursion Pharmaceuticals, Inc.
-2.65%
-$1,997.5 
RCL Royal Caribbean Group
-2.63%
-$5,836.15 
LRCX Lam Research Corporation
-2.61%
-$102,509.02 
GOOGL Alphabet Inc
-2.57%
-$88,415.6 
GOOG Alphabet Inc
-2.56%
-$22,579.75 
DAL Delta Air Lines, Inc.
-2.51%
-$6,194.4 
DIS The Walt Disney Company
-2.44%
-$10,920.42 
TSLA Tesla, Inc.
-2.39%
-$83,893.68 
MCD McDonald's Corporation
-2.1%
-$8,139.31 
AMGN Amgen Inc.
-2.04%
-$19,182.44 
NVDA NVIDIA Corporation
-1.98%
-$216,247.36 
SMH VanEck Semiconductor ETF
-1.97%
-$6,132.13 
EXPE Expedia Group, Inc.
-1.93%
-$9,257.1 
XOVR ERShares Private-Public Crossover ETF
-1.92%
-$4,954.06 
FDS FactSet Research Systems Inc.
-1.89%
-$5,839.76 
PEP PepsiCo, Inc.
-1.89%
-$5,252.11 
VWO Vanguard FTSE Emerging Markets ETF
-1.85%
-$18,942.02 
SPEM SPDR Portfolio Emerging Markets ETF
-1.83%
-$16,933.78 
V Visa Inc. Class A
-1.8%
-$11,644 
SCCO Southern Copper Corporation
-1.69%
-$17,006.22 
SCHE Schwab Emerging Markets Equity ETF
-1.69%
-$24,525.49 
MA Mastercard Incorporated
-1.61%
-$4,365.9 
CTAS Cintas Corporation
-1.58%
-$10,467.27 
TMO Thermo Fisher Scientific Inc.
-1.57%
-$3,927.74 
TCHP T. Rowe Price Blue Chip Growth ETF
-1.56%
-$98,542.08 
FETH Fidelity Ethereum Fund
-1.55%
-$4,480.21 
SPGI S&P Global Inc.
-1.53%
-$7,202.99 
MSFT Microsoft Corp.
-1.49%
-$49,700.3 
INTC Intel Corporation
-1.44%
-$2,272.2 
MGK Vanguard Mega Cap Growth ETF
-1.41%
-$10,230 
CGGR Capital Group Growth ETF
-1.35%
-$50,631.68 
ASML ASML Holding N.V. New York Registry Shares
-1.34%
-$3,196.57 
BDX Becton, Dickinson and Company
-1.32%
-$3,150.23 
VUG Vanguard Growth ETF
-1.32%
-$3,967.2 
ADI Analog Devices, Inc.
-1.31%
-$29,875.1 
CL Colgate-Palmolive Company
-1.31%
-$3,113.13 
IWY iShares Russell Top 200 Growth ETF
-1.29%
-$6,712.44 
BLK BlackRock, Inc.
-1.28%
-$5,762.88 
IEMG iShares Core MSCI Emerging Markets ETF
-1.28%
-$13,715 
CMCSA Comcast Corp
-1.27%
-$2,794.41 
SOXX iShares Semiconductor ETF
-1.26%
-$16,801.81 
ICE Intercontinental Exchange, Inc.
-1.26%
-$4,816.89 
IWF iShares Russell 1000 Growth ETF
-1.26%
-$3,298.68 
XYL Xylem Inc.
-1.26%
-$5,575.82 
LIN Linde plc
-1.25%
-$3,358.99 
TGT Target Corporation
-1.24%
-$4,129.28 
PG Procter & Gamble Co
-1.22%
-$17,982.37 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.2%
-$2,453.07 
CGXU Capital Group International Focus Equity ETF
-1.19%
-$13,754.4 
QQQM Invesco NASDAQ 100 ETF
-1.19%
-$54,544.5 
QQQ Invesco QQQ Trust, Series 1
-1.17%
-$94,290.32 
IGPT Invesco AI and Next Gen Software ETF
-1.15%
-$4,301.28 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-1.08%
-$112,677.3 
PPG PPG Industries Inc.
-1.05%
-$2,683.75 
PLTR Palantir Technologies Inc.
-1.05%
-$30,876.18 
FDN First Trust Dow Jones Internet Index Fund
-1.03%
-$3,519.36 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-1.01%
-$3,597.72 
APH Amphenol Corporation
-0.99%
-$4,964.32 
CGNG Capital Group New Geography Equity ETF
-0.97%
-$41,529.37 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.95%
-$3,592.42 
SHOP Shopify Inc.
-0.94%
-$6,550.18 
IJR iShares Core S&P Small-Cap ETF
-0.94%
-$13,347.36 
CGUS Capital Group Core Equity ETF
-0.93%
-$3,022.45 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.93%
-$2,775.61 
FTCS First Trust Capital Strength ETF
-0.92%
-$2,684.7 
VRT Vertiv Holdings Co
-0.9%
-$9,007.68 
SCHX Schwab U.S. Large-Cap ETF
-0.9%
-$9,255.92 
CGDV Capital Group Dividend Value ETF
-0.89%
-$18,215.12 
AVUV Avantis U.S. Small Cap Value ETF
-0.87%
-$4,921.4 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.87%
-$2,467.41 
VOO Vanguard S&P 500 ETF
-0.87%
-$35,820.19 
IVV iShares Core S&P 500 ETF
-0.86%
-$96,786.74 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.86%
-$196,190.96 
IWB iShares Russell 1000 ETF
-0.86%
-$1,846.19 
PEG Public Service Enterprise Group Incorporated
-0.85%
-$1,704.08 
SPY SPDR S&P 500 ETF Trust
-0.85%
-$16,986.5 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.85%
-$3,943.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.84%
-$4,575.88 
AMZN Amazon.com Inc
-0.84%
-$27,312.73 
XLF Financial Select Sector SPDR Fund
-0.83%
-$2,092.44 
SPRX Spear Alpha ETF
-0.82%
-$19,488.44 
IXUS iShares Core International Stock ETF
-0.81%
-$1,912.26 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.81%
-$38,688.13 
GWW W.W. Grainger, Inc.
-0.81%
-$1,746.36 
COST Costco Wholesale Corporation
-0.8%
-$3,936.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.79%
-$2,310.21 
QTUM Defiance Quantum ETF
-0.78%
-$19,372.64 
NJR New Jersey Resources Corporation
-0.78%
-$2,047.46 
T AT&T Inc.
-0.77%
-$2,644.18 
EQWL Invesco S&P 100 Equal Weight ETF
-0.77%
-$22,548.18 
AMD Advanced Micro Devices, Inc.
-0.77%
-$17,763.9 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.77%
-$3,640.14 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.77%
-$4,150.08 
RSP Invesco S&P 500 Equal Weight ETF
-0.74%
-$6,462.4 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.74%
-$5,695.85 
XLK State Street Technology Select Sector SPDR ETF
-0.74%
-$4,004.67 
FESM Fidelity Enhanced Small Cap ETF
-0.69%
-$2,194.5 
USXF iShares ESG Aware MSCI USA ETF
-0.69%
-$9,745.56 
AVUS Avantis U.S. Equity ETF
-0.69%
-$2,116.4 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.69%
-$2,726.98 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.66%
-$26,336.64 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
-0.66%
-$3,700.8 
MMM 3M Company
-0.65%
-$1,765.02 
URA Global X Uranium ETF
-0.65%
-$1,667.95 
IJH iShares Core S&P Mid-Cap ETF
-0.65%
-$47,987.17 
VB Vanguard Small-Cap ETF
-0.64%
-$2,188.8 
VGT Vanguard Information Technology ETF
-0.64%
-$23,513.38 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,037.94 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.64%
-$36,830.5 
BUFQ FT Nasdaq Buffer ETF July.
-0.62%
-$3,483.12 
RDVI FT Vest Rising Dividend Achievers Fund
-0.62%
-$3,699.54 
NEE NextEra Energy, Inc.
-0.59%
-$2,207.62 
VPU Vanguard Utilities ETF
-0.58%
-$3,574.2 
RDVY First Trust Rising Dividend Achievers ETF
-0.58%
-$12,415.05 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.58%
-$60,695.96 
FTXL First Trust Nasdaq Semiconductor ETF
-0.58%
-$1,331.62 
VIG Vanguard Dividend Appreciation ETF
-0.56%
-$6,936.3 
LMT Lockheed Martin Corporation
-0.56%
-$1,226.22 
DGRO iShares Core Dividend Growth ETF
-0.55%
-$2,661.35 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.53%
-$1,815.45 
LAMR Lamar Advertising Company
-0.51%
-$2,451.56 
JMID JHI Mid Cap Growth Alpha ETF
-0.51%
-$1,310.06 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.5%
-$2,308.04 
WELD Tema U.S. Manufacturing & Reshoring ETF
-0.49%
-$9,845.9 
FTI TechnipFMC plc
-0.49%
-$2,026.85 
CGDG Capital Group Dividend Growers ETF
-0.47%
-$15,504.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.46%
-$12,646.08 
SCHF Schwab International Equity ETF
-0.46%
-$4,929.87 
SCHM Schwab U.S. Mid-Cap ETF
-0.46%
-$4,500.96 
SCHD Schwab U.S. Dividend Equity ETF
-0.44%
-$1,011.96 
APD Air Products and Chemicals, Inc.
-0.44%
-$1,283.11 
VO Vanguard Mid-Cap ETF
-0.43%
-$4,392.19 
BRK-B Berkshire Hathaway Inc.
-0.42%
-$9,996.48 
BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF
-0.41%
-$1,283.23 
WMT Walmart Inc.
-0.38%
-$3,708.32 
XMVM Invesco S&P MidCap Value with Momentum ETF
-0.36%
-$2,520.57 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$6,705.9 
PH Parker-Hannifin Corporation
-0.33%
-$843.22 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
-0.33%
-$2,541 
JCI Johnson Controls International plc
-0.31%
-$801.24 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.3%
-$652.35 
JPM JPMorgan Chase & Co.
-0.29%
-$3,055.14 
AVGO Broadcom Inc.
-0.28%
-$5,218.38 
LHX L3Harris Technologies, Inc.
-0.28%
-$2,123.2 
AOK iShares Core Conservative Allocation ETF
-0.26%
-$1,153.11 
VTV Vanguard Value ETF
-0.25%
-$2,841.97 
GDX VanEck Gold Miners ETF
-0.22%
-$1,272.16 
ILF iShares Latin America 40 ETF
-0.2%
-$1,252.79 
FG F&G Annuities & Life Inc.
-0.17%
-$962.34 
EMLP First Trust North American Energy Infrastructure Fund
-0.16%
-$539.07 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.05%
-$428.58 
BINC iShares Flexible Income Active ETF
-0.05%
-$388.23 Events
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Dividends
Dividend Analysis
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| Trades 2778 | Longs Won 1445/2778 52% | Profit Factor 4.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $149,742.45 |
| Average Win $66,841 | Best Trade (Jul 15) $3.48M | Sharpe Ratio -9.69 |
| Average Loss -$17,153.68 | Worst Trade (Jul 15) -$785,129.71 | Z-Score -11.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 4d | Expectancy $26,536.86 |
| 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 | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
Hover over the desired column for a detailed explanation.
Returns
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