BWC
Bradley W. Clark Portfolio
Invests via Paladin Advisory Group LLC | Managed by Bradley W. Clark
Invests via Paladin Advisory Group LLC
Managed by Bradley W. Clark
Automatically Tracked
Bradley W. Clark Profile
With a distinguished career spanning multiple sectors, Bradley W. Clark has established himself as a pivotal figure in the finance industry. He possesses extensive experience as an investor-operator, having successfully navigated complex investment landscapes while enhancing business operations. His background includes leadership roles in diverse environments where he effectively combined entrepreneurial acumen with operational excellence to drive growth initiatives and capitalize on market opportunities. Recognized for his strategic insights, Clark contributes valuable perspectives that enhance corporate performance and promote innovation within financial markets.
With a distinguished career spanning multiple sectors, Bradley W. Clark has established himself as a pivotal figure in the finance industry. He possesses extensive experience as an investor-operator, having successfully navigated complex investment landscapes while enhancing business operations. His background includes leadership roles in diverse environments where he effectively combined entrepreneurial acumen with operational excellence to drive growth initiatives and capitalize on market opportunities. Recognized for his strategic insights, Clark contributes valuable perspectives that enhance corporate performance and promote innovation within financial markets.
Investment Philosophy & Strategy
Through a lens of operational efficiency, Bradley W. Clark navigates the investment terrain with an eye on sustainable growth and innovation. His multifaceted expertise allows him to evaluate opportunities in diverse sectors, prioritizing those that demonstrate strong potential for scalability and competitive advantage. Combining an entrepreneurial mindset with operational savvy, he identifies key drivers that contribute to value creation within portfolio companies. This strategic focus not only enhances business performance but also fosters long-term viability amid shifting market dynamics.
Through a lens of operational efficiency, Bradley W. Clark navigates the investment terrain with an eye on sustainable growth and innovation. His multifaceted expertise allows him to evaluate opportunities in diverse sectors, prioritizing those that demonstrate strong potential for scalability and competitive advantage. Combining an entrepreneurial mindset with operational savvy, he identifies key drivers that contribute to value creation within portfolio companies. This strategic focus not only enhances business performance but also fosters long-term viability amid shifting market dynamics.
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:
45.35%
Gain +1.66%
Monthly
0.65%
Yearly
8.12%
Drawdown
13.03%
$149.94M
Equity
Holdings
$149.94M
Investment
$106.24M
$50.43M
Profit +$2.95M
Realized
$6.73M
Unrealized
$43.7M
Dividends
$10.97M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.66%
Profit
$2.95M
Win %
84%
This Week
Compared To Last Week
Gain
-1.44%
Profit
-$2.2M
Win %
84%
This Month
Compared to last month
Gain
-1.57%
Profit
-$2.4M
Win %
84%
This Year
Compared to last year
Gain
9.5%
Profit
$13.01M
Win %
84%
MU Micron Technology, Inc.
+11.66%
+$309,622.66 
AMAT Applied Materials, Inc.
+11.21%
+$27,855 
LCID Lucid Group, Inc.
+10%
+$4.7 
DAL Delta Air Lines, Inc.
+7.09%
+$2,710 
BE Bloom Energy Corporation
+6.44%
+$4,798.62 
HON Honeywell International Inc.
+6.39%
+$9,875.65 
QCOM QUALCOMM Incorporated
+6.12%
+$1,475.46 
BA Boeing Company
+5.79%
+$5,428.41 
LIT GLOBAL X LITHIUM & BATTERY T
+5.36%
+$533 
ETN Eaton Corporation plc
+4.93%
+$12,272.13 
AMGN Amgen Inc.
+4.85%
+$213.07 
SPMO Invesco S&P 500 Momentum ETF
+4.84%
+$176,818.8 
MTUM iShares MSCI USA Momentum Factor ETF
+4.68%
+$1,742.77 
CEF Sprott Physical Gold and Silver Trust
+4.56%
+$175.77 
TSLA Tesla, Inc.
+4.55%
+$6,148.98 
IEMG iShares Core MSCI Emerging Markets ETF
+4.42%
+$16,853.75 
NKE Nike, Inc. - Class B
+4.33%
+$1,828.8 
IDMO Invesco S&P International Developed Momentum ETF
+4.33%
+$132,804.7 
SOLS Sollensys Corp.
+4.27%
+$471.44 
DLTR Dollar Tree, Inc.
+4.21%
+$4,969.44 
ROK Rockwell Automation, Inc.
+4%
+$651.2 
CMI Cummins Inc.
+3.97%
+$3,959.48 
EFG iShares MSCI EAFE Growth ETF
+3.92%
+$74,718.44 
IR Ingersoll Rand Inc.
+3.89%
+$2,835.9 
XLK State Street Technology Select Sector SPDR ETF
+3.73%
+$28,491.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.71%
+$3,873.45 
RTX RTX Corporation
+3.67%
+$9,004.12 
SCHF Schwab International Equity ETF
+3.67%
+$785.96 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$53,962.48 
SBUX Starbucks Corporation
+3.57%
+$3,519.41 
IWO iShares Russell 2000 Growth ETF
+3.56%
+$16,392.19 
AVGO Broadcom Inc.
+3.56%
+$50,374.74 
EMR Emerson Electric Co.
+3.53%
+$929.28 
EL The Estée Lauder Companies Inc. Class A
+3.47%
+$1,468.16 
GS The Goldman Sachs Group, Inc.
+3.46%
+$8,110.44 
VAW Vanguard Materials ETF
+3.43%
+$864.45 
PAVE Global X U.S. Infrastructure Development ETF
+3.42%
+$137,210.22 
FNDF Schwab Fundamental International Large Company Index ETF
+3.42%
+$713.78 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.39%
+$23,172.8 
IXUS iShares Core International Stock ETF
+3.38%
+$479.65 
VGT Vanguard Information Technology ETF
+3.38%
+$2,610.96 
QQQ Invesco QQQ Trust, Series 1
+3.38%
+$169,607.64 
SCHC Schwab International Small-Cap Equity ETF
+3.31%
+$3.17 
ARKK ARK Innovation ETF Fund
+3.28%
+$131.72 
SLYG SPDR S&P 600 Small Cap Growth ETF
+3.15%
+$273.6 
XLI Industrial Select Sector SPDR Fund
+3.12%
+$3,988.66 
AAAU Goldman Sachs Physical Gold ETF
+3.11%
+$77,210 
JIRE JPMorgan International Research Enhanced Equity ETF
+3.1%
+$1,972.25 
EFA iShares MSCI EAFE ETF
+3.1%
+$39,390.75 
GLD SPDR Gold Shares
+3.07%
+$18,013.15 
PHYS Sprott Physical Gold Trust
+3.05%
+$42.3 
IWM iShares Russell 2000 ETF
+3%
+$2,326.5 
VIS Vanguard Industrials ETF
+2.99%
+$2,021.64 
IEFA iShares Core MSCI EAFE ETF
+2.98%
+$78,272.14 
AVDE Avantis International Equity ETF
+2.94%
+$5,235.2 
PH Parker-Hannifin Corporation
+2.84%
+$4,196.27 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+2.81%
+$1,259.62 
MS Morgan Stanley
+2.81%
+$6,704.8 
IWP iShares Russell Mid-Cap Growth ETF
+2.8%
+$10,693.36 
HEFA iShares Currency Hedged MSCI EAFE ETF
+2.75%
+$6,372.63 
LHX L3Harris Technologies, Inc.
+2.75%
+$158.54 
VOT Vanguard Mid-Cap Growth ETF
+2.75%
+$449.16 
VCR Vanguard Consumer Discretionary ETF
+2.74%
+$1,465.8 
AVIV Avantis International Large Cap Value ETF
+2.71%
+$206,995.6 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.69%
+$19,342.4 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.64%
+$91.8 
ECL Ecolab Inc.
+2.6%
+$1,679.19 
EFV iShares MSCI EAFE Value ETF
+2.58%
+$7,777.44 
PXH Invesco FTSE RAFI Emerging Markets ETF
+2.58%
+$179.8 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.56%
+$2,504.11 
VB Vanguard Small-Cap ETF
+2.54%
+$3,394.5 
MDY SPDR S&P MidCap 400 ETF Trust
+2.54%
+$89,617.34 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.52%
+$2,265.7 
IJR iShares Core S&P Small-Cap ETF
+2.5%
+$38,213.99 
ARKG ARK Genomic Revolution ETF
+2.5%
+$328 
IJH iShares Core S&P Mid-Cap ETF
+2.48%
+$16,484.64 
CARR Carrier Global Corporation
+2.48%
+$1,995.04 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+2.45%
+$23.4 
DOV Dover Corporation
+2.43%
+$1,411.68 
VWO Vanguard FTSE Emerging Markets ETF
+2.42%
+$59.98 
TT Trane Technologies plc
+2.4%
+$8,793.85 
DFIV Dimensional International Value ETF
+2.38%
+$1,722.15 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.37%
+$3,244.8 
ACWI iShares MSCI ACWI ETF
+2.36%
+$21.54 
SPEM SPDR Portfolio Emerging Markets ETF
+2.36%
+$4,130.49 
FNDA Schwab Fundamental U.S. Small Company ETF
+2.35%
+$11.83 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.33%
+$198.9 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.33%
+$12,301.3 
NVDA NVIDIA Corporation
+2.3%
+$48,126.86 
GLOF iShares Global Equity Factor ETF
+2.3%
+$125.4 
FNX First Trust Mid Cap Core AlphaDEX Fund
+2.27%
+$98.13 
FYX First Trust Small Cap Core AlphaDEX Fund
+2.27%
+$122.65 
LLY Eli Lilly and Company
+2.27%
+$8,178.6 
IWR iShares Russell Mid-Cap ETF
+2.26%
+$11,274.06 
HD The Home Depot, Inc.
+2.21%
+$4,348.96 
LOW Lowe's Companies Inc.
+2.21%
+$4,345.47 
PFE Pfizer Inc.
+2.19%
+$788.48 
APH Amphenol Corporation
+2.12%
+$10,836.96 
CSX CSX Corporation
+2.09%
+$3,067.14 
IWS iShares Russell Mid-Cap Value ETF
+2.08%
+$3,521.1 
IWD iShares Russell 1000 Value ETF
+2%
+$117,726.2 
AVLV Avantis U.S. Large Cap Value ETF
+1.96%
+$106,748.25 
VONV Vanguard Russell 1000 Value Index Fund
+1.96%
+$52.52 
DFUV Dimensional US Marketwide Value ETF
+1.93%
+$639.63 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.91%
+$832.96 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.9%
+$62,206.32 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.89%
+$2,083.16 
VUG Vanguard Growth ETF
+1.88%
+$3,221.64 
DIS The Walt Disney Company
+1.86%
+$256.9 
AOA iShares Core Aggressive Allocation ETF
+1.86%
+$128.84 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.84%
+$787.32 
CEG Constellation Energy Corporation
+1.81%
+$127.02 
IWB iShares Russell 1000 ETF
+1.79%
+$2,192.96 
IVV iShares Core S&P 500 ETF
+1.79%
+$99,156.31 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$64,431.17 
VOO Vanguard S&P 500 ETF
+1.77%
+$33,016.43 
ITW Illinois Tool Works Inc.
+1.77%
+$3,898.44 
SCHX Schwab U.S. Large-Cap ETF
+1.71%
+$404.74 
VTV Vanguard Value ETF
+1.7%
+$1,877.58 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.69%
+$10,062.72 
AOR iShares Core 60/40 Balanced Allocation ETF
+1.63%
+$154.7 
VONG Vanguard Russell 1000 Growth Fund
+1.6%
+$10,421.3 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.6%
+$6,096.82 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$161,281.44 
OEF iShares S&P 100 ETF
+1.57%
+$202.32 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.56%
+$3,548.08 
GL Globe Life Inc.
+1.55%
+$3,832.95 
YUM Yum! Brands, Inc.
+1.53%
+$1,365.21 
USB U.S. Bancorp
+1.52%
+$4,596.61 
JPM JPMorgan Chase & Co.
+1.5%
+$13,571.97 
AMZN Amazon.com Inc
+1.48%
+$29,479.58 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+1.46%
+$339.98 
DE Deere & Company
+1.44%
+$201.25 
PKW Invesco BuyBack Achievers ETF
+1.33%
+$82.35 
IXJ iShares Global Healthcare ETF
+1.31%
+$525 
UBER Uber Technologies, Inc.
+1.3%
+$356 
AAPL Apple Inc.
+1.28%
+$61,985.14 
MRK Merck & Co., Inc.
+1.26%
+$2,217 
VYM Vanguard High Dividend Yield ETF
+1.17%
+$7,473.95 
IVE ISHARES S&P 500 VALUE ETF
+1.14%
+$776.14 
GOOG Alphabet Inc
+1.14%
+$24,805.54 
BAC Bank of America Corporation
+1.04%
+$4,424.34 
VHT Vanguard Health Care ETF
+1.03%
+$328.16 
RPV Invesco S&P 500 Pure Value ETF
+1.01%
+$58.65 
XLC Communication Services Select Sector SPDR Fund
+1%
+$895.77 
IBM International Business Machines Corporation
+0.98%
+$929.16 
MNST Monster Beverage Corporation
+0.96%
+$2,185.92 
LCII LCI Industries Inc.
+0.85%
+$15.4 
OTIS Otis Worldwide Corporation
+0.84%
+$206.5 
DGRO iShares Core Dividend Growth ETF
+0.84%
+$9,938.12 
CTA-PA EIDP, Inc.
+0.81%
+$17.63 
SCHD Schwab U.S. Dividend Equity ETF
+0.81%
+$5,957.12 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.76%
+$855.54 
MCD McDonald's Corporation
+0.76%
+$898.7 
PLTR Palantir Technologies Inc.
+0.76%
+$198 
XLV Health Care Select Sector SPDR Fund
+0.71%
+$406.57 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.69%
+$6,043.52 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.65%
+$1,196.46 
GOOGL Alphabet Inc
+0.63%
+$21,211.76 
WFC Wells Fargo & Company
+0.62%
+$1,204.42 
DVY iShares Select Dividend ETF
+0.61%
+$103.68 
SMDV ProShares Russell 2000 Dividend Growers ETF
+0.6%
+$44.8 
AGG iShares Core U.S. Aggregate Bond ETF
+0.58%
+$116.85 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.57%
+$1,386.35 
UNP Union Pacific Corporation
+0.56%
+$213 
AJG Arthur J. Gallagher & Co.
+0.54%
+$238 
STZ Constellation Brands, Inc.
+0.54%
+$170.59 
GOVT iShares U.S. Treasury Bond ETF
+0.53%
+$1,850.76 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.5%
+$254.67 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.47%
+$17,255.38 
ABT Abbott Laboratories
+0.44%
+$521.4 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.42%
+$208.56 
TMUS T-Mobile US, Inc.
+0.41%
+$23.71 
PFG Principal Financial Group, Inc.
+0.37%
+$179.6 
SCHP Schwab U.S. TIPS ETF
+0.36%
+$446.5 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.34%
+$133.46 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.29%
+$39.37 
JPIE JPMorgan Income ETF
+0.27%
+$11,635.87 
MUB iShares National Muni Bond ETF
+0.23%
+$570.96 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.21%
+$70.14 
BRK-B Berkshire Hathaway Inc.
+0.19%
+$554.6 
VZ Verizon Communications Inc.
+0.19%
+$41.4 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.18%
+$293.51 
VTEB Vanguard Tax-Exempt Bond ETF
+0.14%
+$927.64 
XLU Utilities Select Sector SPDR Fund
+0.12%
+$33.88 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.12%
+$3,180.84 
CASY Casey's General Stores Inc.
+0.12%
+$64.67 
USRT iShares Core U.S. REIT ETF
+0.11%
+$0.14 
SRLN SPDR Blackstone Senior Loan ETF
+0.09%
+$32.37 
VPU Vanguard Utilities ETF
+0.09%
+$65.17 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$3,941.11 
SCHH Schwab U.S. REIT ETF
+0.04%
+$105.43 
EVRG Evergy Inc.
+0.04%
+$4.35 
SNOW
0%
$0 
ORCL Oracle Corporation
-8.49%
-$13,441.95 
ADBE Adobe Inc.
-6.29%
-$7,821.77 
COP ConocoPhillips
-3.75%
-$760.5 
XOM Exxon Mobil Corporation
-2.7%
-$2,051.28 
INTU Intuit Inc.
-2.69%
-$657.9 
CRM Salesforce Inc
-2.55%
-$2,572.4 
BABA Alibaba Group Holding Limited SP ADR
-2.44%
-$2,693.1 
XLE Energy Select Sector SPDR Fund
-1.98%
-$1,037.19 
VDE Vanguard Energy ETF
-1.84%
-$157.04 
IYE iShares U.S. Energy ETF
-1.79%
-$1,132.62 
A Agilent Technologies Inc.
-1.7%
-$1,814.4 
MSFT Microsoft Corp.
-1.69%
-$24,954.45 
DHR Danaher Corporation
-1.67%
-$76.5 
ACN Accenture plc Class A
-1.63%
-$1,592.94 
AMT American Tower Corporation
-1.48%
-$3,513.08 
TMO Thermo Fisher Scientific Inc.
-1.4%
-$87.62 
ROL Rollins, Inc.
-1.36%
-$548.6 
CCI Crown Castle Inc.
-1.33%
-$27.28 
MDLZ Mondelez International, Inc.
-1.32%
-$272.85 
CTSH Cognizant Technology Solutions Corporation
-1.18%
-$21.35 
V Visa Inc. Class A
-1.15%
-$2,864.39 
VLO Valero Energy Corporation
-1.14%
-$2,351.99 
ES Eversource Energy
-1.06%
-$120.54 
SYK Stryker Corporation
-1.04%
-$363.86 
ICE Intercontinental Exchange, Inc.
-0.93%
-$1,037.52 
TSN Tyson Foods Inc.
-0.93%
-$156 
CB Chubb Limited
-0.73%
-$2,911.13 
COST Costco Wholesale Corporation
-0.72%
-$2,132.12 
SCHW Charles Schwab Corporation
-0.71%
-$32.76 
MA Mastercard Incorporated
-0.62%
-$4,985.58 
JKE iShares Morningstar Large-Cap Growth ETF
-0.61%
-$3,143 
UNH UnitedHealth Group Incorporated
-0.58%
-$3,536.75 
PG Procter & Gamble Co
-0.47%
-$391.3 
LNT Alliant Energy Corporation
-0.45%
-$94.38 
PEP PepsiCo, Inc.
-0.44%
-$540.54 
WK Workiva Inc.
-0.43%
-$389.97 
META Meta Platforms Inc Class A
-0.38%
-$1,719.13 
EW Edwards Lifesciences Corporation
-0.25%
-$140.4 
MCK McKesson Corporation
-0.23%
-$384.48 
EXC Exelon Corporation
-0.22%
-$8.7 
VDC VANGUARD CONSUMER STAPLES ETF
-0.19%
-$59.16 
XLP Consumer Staples Select Sector SPDR Fund
-0.17%
-$117.6 
WPC W. P. Carey Inc.
-0.12%
-$20.9 
IYR iShares U.S. Real Estate ETF
-0.09%
-$332.46 
HDV iShares Core High Dividend ETF
-0.07%
-$115.9 
VNQ Vanguard Real Estate ETF
-0.07%
-$178.36 
XLRE The Real Estate Select Sector SPDR Fund
-0.07%
-$1,978.53 
CMCSA Comcast Corp
-0.06%
-$14.08 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.03%
-$550.46 
WMT Walmart Inc.
-0.02%
-$9.6 
PAAA PGIM AAA CLO ETF
-0.01%
-$2.33 Events
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Dividends
Dividend Analysis
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| Trades 1370 | Longs Won 884/1370 64% | Profit Factor 10.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $213,136.46 |
| Average Win $62,888.93 | Best Trade (Jun 10) $4.24M | Sharpe Ratio -13.71 |
| Average Loss -$10,623.32 | Worst Trade (Mar 31) -$203,901.06 | Z-Score 5.75 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2w 6d | Expectancy $36,810.86 |
| 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 | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
Hover over the desired column for a detailed explanation.
Returns
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