April Lamb Portfolio
Invests via Sovereign Investment Advisors LLC | Managed by Todd C. Early
Invests via Sovereign Investment Advisors LLC
Managed by Todd C. Early
Automatically Tracked
April Lamb Profile
April Lamb is a dynamic operating executive recognized for her role in driving innovation within the technology sector. With extensive experience at leading firms, she has spearheaded strategic initiatives that bridge product development and market demand, enhancing competitive advantage. Her background includes significant contributions to various tech startups, where her leadership not only guided operations but also cultivated growth trajectories aimed at scaling solutions effectively. An advocate for digital transformation, Lamb has established herself as a key player in shaping organizational capabilities while navigating complex market landscapes.
April Lamb is a dynamic operating executive recognized for her role in driving innovation within the technology sector. With extensive experience at leading firms, she has spearheaded strategic initiatives that bridge product development and market demand, enhancing competitive advantage. Her background includes significant contributions to various tech startups, where her leadership not only guided operations but also cultivated growth trajectories aimed at scaling solutions effectively. An advocate for digital transformation, Lamb has established herself as a key player in shaping organizational capabilities while navigating complex market landscapes.
Investment Philosophy & Strategy
Growth in the technology landscape demands a forward-thinking approach, which April Lamb embraces through her visionary leadership and operational expertise. Leveraging a rich background in startups and established firms alike, she focuses on aligning innovative solutions with market needs. Her strategic acumen supports transformational initiatives that prioritize scalability while enhancing competitive differentiation. With an emphasis on harnessing emerging technologies, she is adept at navigating complex environments to unlock new opportunities for advancement and value creation.
Growth in the technology landscape demands a forward-thinking approach, which April Lamb embraces through her visionary leadership and operational expertise. Leveraging a rich background in startups and established firms alike, she focuses on aligning innovative solutions with market needs. Her strategic acumen supports transformational initiatives that prioritize scalability while enhancing competitive differentiation. With an emphasis on harnessing emerging technologies, she is adept at navigating complex environments to unlock new opportunities for advancement and value creation.
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:
49.28%
Gain -0.44%
Monthly
0.7%
Yearly
8.77%
Drawdown
11.74%
$542.14M
Equity
Holdings
$542.14M
Investment
$411.91M
$154.15M
Profit -$1.48M
Realized
$23.92M
Unrealized
$130.23M
Dividends
$66.52M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.44%
Profit
-$1.48M
Win %
62%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$3.7M
Win %
62%
This Month
Compared to last month
Gain
-0.21%
Profit
-$1.14M
Win %
62%
This Year
Compared to last year
Gain
2.18%
Profit
$11.54M
Win %
62%
AMD Advanced Micro Devices, Inc.
+6.5%
+$39,225 
GLW Corning Incorporated
+4.7%
+$15,198.04 
OKE ONEOK, Inc.
+2.54%
+$225,245.15 
EPD Enterprise Products Partners L.P.
+2.31%
+$292,496.16 
TXN Texas Instruments Inc
+2.25%
+$5,688.75 
ADI Analog Devices, Inc.
+2.16%
+$11,244.96 
GE General Electric Company
+2.15%
+$10,944.35 
PAA Plains All American Pipeline, L.P.
+1.92%
+$238,018.95 
SUN Sunoco L.P.
+1.57%
+$50,920.74 
TRP TC Energy Corporation
+1.39%
+$48,623.35 
WES Western Midstream Partners, LP
+1.3%
+$172,921.77 
CVX Chevron Corporation
+1.16%
+$2,946.3 
RTX RTX Corporation
+1.13%
+$9,922.65 
MPLX MPLX LP
+1.12%
+$246,810.3 
LIN Linde plc
+0.95%
+$4,553.6 
ROK Rockwell Automation, Inc.
+0.87%
+$3,408.37 
PM Philip Morris International Inc.
+0.78%
+$1,998 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.63%
+$13,086.08 
VZ Verizon Communications Inc.
+0.54%
+$1,437.28 
SOBO South Bow Corporation
+0.49%
+$1,988.82 
PSX Phillips 66
+0.43%
+$42,129 
USB U.S. Bancorp
+0.38%
+$855.5 
DFAS Dimensional U.S. Small Cap ETF
+0.37%
+$2,127.22 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.34%
+$2,670.31 
KO The Coca-Cola Company
+0.33%
+$910.89 
MTB M&T Bank Corporation
+0.33%
+$824.88 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$23,434.75 
AFL Aflac Inc.
+0.29%
+$806.75 
VB Vanguard Small-Cap ETF
+0.24%
+$556.5 
KRE SPDR S&P Regional Banking ETF
+0.23%
+$976.32 
CAT Caterpillar Inc.
+0.23%
+$890.45 
AAPL Apple Inc.
+0.22%
+$1,533.63 
WEC WEC Energy Group Inc.
+0.22%
+$704.88 
LVHD Franklin U.S. Low Volatility ETF
+0.21%
+$14,860.13 
MRK Merck & Co., Inc.
+0.21%
+$638 
MCD McDonald's Corporation
+0.21%
+$649.59 
NEE NextEra Energy, Inc.
+0.21%
+$793.97 
BKGI BNY Mellon Global Infrastructure Income Fund
+0.2%
+$62,656.38 
PG Procter & Gamble Co
+0.2%
+$444.59 
AEP American Electric Power Company, Inc.
+0.17%
+$1,220.78 
JEPI JPMorgan Equity Premium Income Fund
+0.17%
+$932.7 
SPLV Invesco S&P 500 Low Volatility ETF
+0.17%
+$5,259.54 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.06%
+$111.43 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$3,628.2 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,177.1 
VNLA Janus Henderson Short Duration Income ETF
+0.02%
+$5,453.65 
RSP Invesco S&P 500 Equal Weight ETF
+0.02%
+$45.72 
SO The Southern Company
+0.01%
+$32.77 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 JELH
JELH
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$66,445.13 
PANW Palo Alto Networks, Inc.
-2.96%
-$17,688.86 
SNOW Snowflake Inc.
-2.51%
-$6,962.57 
LLY Eli Lilly and Company
-2.38%
-$7,411.87 
INTC Intel Corporation
-1.97%
-$9,366.82 
ISRG Intuitive Surgical, Inc.
-1.69%
-$3,670.67 
ORLY O'Reilly Automotive Inc.
-1.65%
-$4,268.69 
TJX The TJX Companies, Inc.
-1.1%
-$2,582.3 
AMZN Amazon.com Inc
-0.94%
-$5,565.14 
META Meta Platforms Inc Class A
-0.86%
-$4,500.47 
BLK BlackRock, Inc.
-0.77%
-$1,913.1 
TLT iShares 20+ Year Treasury Bond ETF
-0.67%
-$3,877.49 
TGT Target Corporation
-0.66%
-$2,059.98 
JNJ Johnson & Johnson
-0.66%
-$2,745.47 
EMR Emerson Electric Co.
-0.63%
-$4,847.49 
ABBV AbbVie Inc.
-0.54%
-$3,753.6 
MS Morgan Stanley
-0.47%
-$2,397 
TQQQ ProShares UltraPro QQQ
-0.47%
-$1,163.52 
DUK Duke Energy Corporation
-0.46%
-$1,292.76 
VUG Vanguard Growth ETF
-0.43%
-$3,463.2 
WMT Walmart Inc.
-0.39%
-$2,338.65 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$6,601.92 
VLO Valero Energy Corporation
-0.36%
-$1,000 
V Visa Inc. Class A
-0.36%
-$1,010.12 
O Realty Income Corporation
-0.33%
-$1,203.72 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.32%
-$26,086.35 
MBB iShares MBS ETF
-0.31%
-$7,192 
GS The Goldman Sachs Group, Inc.
-0.31%
-$1,316.08 
MSFT Microsoft Corp.
-0.3%
-$2,767.62 
PH Parker-Hannifin Corporation
-0.28%
-$1,135.53 
CB Chubb Limited
-0.25%
-$780.01 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$2,445.96 
USMV iShares MSCI USA Min Vol Factor ETF
-0.24%
-$35,998.56 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$33,801.27 
SMTH ALPS Smith Core Plus Bond ETF
-0.22%
-$20,555.81 
AGG iShares Core U.S. Aggregate Bond ETF
-0.21%
-$14,766.78 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.21%
-$13,958.88 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$75,683.37 
VTHR Vanguard Russell 3000 ETF
-0.2%
-$45,371.72 
IVV iShares Core S&P 500 ETF
-0.18%
-$130,698.41 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.16%
-$11,621.12 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$51,500 
GOOGL Alphabet Inc
-0.13%
-$1,149.54 
PLD Prologis Inc.
-0.13%
-$270.02 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$16,715.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$13,984.48 
EEM iShares MSCI Emerging Markets ETF
-0.1%
-$1,423.59 
NFLX Netflix, Inc.
-0.1%
-$257.6 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.1%
-$484.24 
COST Costco Wholesale Corporation
-0.08%
-$287.25 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$1,180.02 
JPM JPMorgan Chase & Co.
-0.07%
-$753.27 
JNK SPDR Bloomberg High Yield Bond ETF
-0.07%
-$3,526.86 
NVDA NVIDIA Corporation
-0.06%
-$555.94 
ITW Illinois Tool Works Inc.
-0.06%
-$143.32 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.03%
-$1,512.05 
ATO Atmos Energy Corporation
-0.02%
-$80.26 
IEFA iShares Core MSCI EAFE ETF
-0.02%
-$6,528.78 Events
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Dividends
Dividend Analysis
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| Trades 744 | Longs Won 463/744 62% | Profit Factor 12.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.38M |
| Average Win $361,731.34 | Best Trade (Aug 15) $25.82M | Sharpe Ratio -12.27 |
| Average Loss -$47,440.23 | Worst Trade (Sep 14) -$1.17M | Z-Score 5.29 (100%) |
| Commissions $0 | Avg. Trade Length 2y 5m 4d | Expectancy $207,192.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,289 | $600,773.37 | $700,273.77 | - | $99,500.4 | 16.56% | +0.219% |
| ABBV AbbVie Inc. | 2,760 | $630,464.8 | $688,509.63 | - | $58,044.83 | 9.21% | -0.542% |
| ADI Analog Devices, Inc. | 1,368 | $435,215.52 | $532,685.53 | - | $97,470.01 | 22.4% | +2.157% |
| AEP American Electric Power Company, Inc. | 5,549 | $728,222.42 | $696,954.4 | - | -$31,268.02 | -4.29% | +0.175% |
| AFL Aflac Inc. | 2,305 | $252,881.55 | $279,942.25 | - | $27,060.7 | 10.7% | +0.289% |
| AGG iShares Core U.S. Aggregate Bond ETF | 70,318 | $7.75M | $6.85M | - | -$894,233.84 | -11.54% | -0.215% |
| AMD Advanced Micro Devices, Inc. | 1,250 | $254,287.5 | $642,987.51 | - | $388,700.01 | 152.86% | +6.497% |
| AMZN Amazon.com Inc | 2,244 | $467,357.88 | $589,386.58 | - | $122,028.7 | 26.11% | -0.935% |
| ATO Atmos Energy Corporation | 2,006 | $370,548.32 | $340,859.52 | - | -$29,688.8 | -8.01% | -0.024% |
| AVGO Broadcom Inc. | 2,676 | $831,660.76 | $1.05M | - | $219,980.45 | 26.45% | -5.943% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 58,855 | $5.38M | $5.39M | - | $2,467.73 | 0.05% | +0.022% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 87,243 | $7.51M | $6.6M | - | -$910,848.08 | -12.13% | -0.211% |
| BKGI BNY Mellon Global Infrastructure Income Fund | 696,182 | $25.63M | $31.08M | - | $5.45M | 21.25% | +0.202% |
| BLK BlackRock, Inc. | 210 | $201,959.1 | $246,483.3 | - | $44,524.2 | 22.05% | -0.77% |
| BND Vanguard Total Bond Market Index Fund | 198,831 | $15.94M | $14.38M | - | -$1.56M | -9.8% | -0.235% |
| CAT Caterpillar Inc. | 452 | $320,223.92 | $387,169.64 | - | $66,945.72 | 20.91% | +0.231% |
| CB Chubb Limited | 907 | $297,099.51 | $311,681.49 | - | $14,581.98 | 4.91% | -0.25% |
| COST Costco Wholesale Corporation | 383 | $375,536.69 | $368,101.29 | - | -$7,435.4 | -1.98% | -0.078% |
| CVX Chevron Corporation | 1,281 | $265,038.89 | $256,200 | - | -$8,838.89 | -3.33% | +1.163% |
| DFAS Dimensional U.S. Small Cap ETF | 6,862 | $446,942.74 | $579,701.76 | - | $132,759.02 | 29.7% | +0.368% |
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FAQ
Which stocks have generated the highest profits for April Lamb?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI USA Min Vol Factor ETF - $13.66M, iShares Core S&P 500 ETF - $8.76M, Janus Henderson Short Duration Income ETF - $8.12M, MPLX LP - $7.83M, and Western Midstream Partners, LP - $4.29M. 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: NuStar Energy LP - $544,168.62, ISHARES S&P 500 GROWTH ETF (3IS8) - $414,642.2, NVIDIA Corporation - $338,605.35, Synchrony Financial - $262,654.4, and Apple Inc - $262,210.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does April Lamb's portfolio generate?
The portfolio generates substantial dividend income, with a total of $66.52M earned over time. The largest contributors to dividend income include Janus Henderson Short Duration Income ETF - $8.19M, MPLX LP - $7.77M, Western Midstream Partners, LP - $4.25M, Enterprise Products Partners L.P - $3.99M, and iShares Core S&P 500 ETF - $3.97M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are April Lamb's monthly returns?
April Lamb'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 April Lamb's strategy be considered aggressive or moderate?
April Lamb'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 April Lamb's strategy?
April Lamb'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.
