AL
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:
18.76%
Gain +0.48%
Monthly
0.39%
Yearly
4.75%
Drawdown
8.78%
$509.96M
Equity
Holdings
$509.96M
Investment
$387.12M
$143.1M
Profit +$2.74M
Realized
$20.25M
Unrealized
$122.85M
Dividends
$62.83M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.48%
Profit
$2.74M
Win %
70%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$3.34M
Win %
70%
This Month
Compared to last month
Gain
-0.68%
Profit
-$3.49M
Win %
70%
This Year
Compared to last year
Gain
8.94%
Profit
$41.3M
Win %
69%
INTC Intel Corporation
+6.48%
+$37,498.26 
AMD Advanced Micro Devices, Inc.
+4.75%
+$35,387.61 
QCOM QUALCOMM Incorporated
+4.28%
+$14,556.34 
GS The Goldman Sachs Group, Inc.
+2.61%
+$11,074.1 
VZ Verizon Communications Inc.
+2.46%
+$6,384.84 
JPM JPMorgan Chase & Co.
+2.3%
+$20,143.83 
SYK Stryker Corporation
+2.11%
+$4,043.95 
PM Philip Morris International Inc.
+2.04%
+$4,968 
MTB M&T Bank Corporation
+1.76%
+$3,947.64 
GLW Corning Incorporated
+1.62%
+$5,834.4 
SUN Sunoco L.P.
+1.59%
+$44,392.44 
LIN Linde plc
+1.58%
+$8,154.39 
BLK BlackRock, Inc.
+1.56%
+$3,324.3 
OKE ONEOK, Inc.
+1.53%
+$130,833.88 
KRE SPDR S&P Regional Banking ETF
+1.51%
+$5,912.16 
CAT Caterpillar Inc.
+1.49%
+$6,691.66 
WES Western Midstream Partners, LP
+1.39%
+$167,432.19 
ADI Analog Devices, Inc.
+1.35%
+$7,619.76 
O Realty Income Corporation
+1.32%
+$4,671.58 
NEE NextEra Energy, Inc.
+1.3%
+$4,874.15 
ABBV AbbVie Inc.
+1.29%
+$5,606.6 
AFL Aflac Inc.
+1.17%
+$3,134.8 
ITW Illinois Tool Works Inc.
+1.16%
+$2,478.42 
SOBO South Bow Corporation
+1.14%
+$4,751.07 
JNJ Johnson & Johnson
+1.07%
+$4,046.85 
ATO Atmos Energy Corporation
+1.03%
+$3,470.38 
ORLY O'Reilly Automotive Inc.
+1.02%
+$2,566.8 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$5,489.6 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.93%
+$18,083.85 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$2,205.99 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.91%
+$6,883.44 
SPLV Invesco S&P 500 Low Volatility ETF
+0.87%
+$25,953.51 
PG Procter & Gamble Co
+0.85%
+$1,923.91 
SO The Southern Company
+0.8%
+$2,441.36 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$13,188.26 
GE General Electric Company
+0.75%
+$3,520.86 
CVX Chevron Corporation
+0.74%
+$1,754.97 
PSX Phillips 66
+0.74%
+$55,188.99 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$52,290.99 
COST Costco Wholesale Corporation
+0.72%
+$1,978.17 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$1,594.6 
LVHD Franklin U.S. Low Volatility ETF
+0.64%
+$43,014.16 
DUK Duke Energy Corporation
+0.64%
+$1,803.06 
EMR Emerson Electric Co.
+0.64%
+$4,241.51 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$2,358.12 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$234,599.68 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$97,694.77 
VTHR Vanguard Russell 3000 ETF
+0.61%
+$4,411.44 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$68,490.42 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$2,844.8 
AEP American Electric Power Company, Inc.
+0.58%
+$4,049.25 
MPLX MPLX LP
+0.58%
+$123,405.15 
IVV iShares Core S&P 500 ETF
+0.58%
+$392,001.99 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$174,262.9 
GOOGL Alphabet Inc
+0.56%
+$5,498.03 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$41,487.6 
JEPI JPMorgan Equity Premium Income Fund
+0.47%
+$1,841.06 
WMT Walmart Inc.
+0.45%
+$2,777.86 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$65,858.3 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.41%
+$59,035.03 
ROK Rockwell Automation, Inc.
+0.41%
+$1,660.04 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$46,092.75 
PEP PepsiCo, Inc.
+0.4%
+$800.98 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$20,491.12 
WEC WEC Energy Group Inc.
+0.33%
+$1,086.69 
SLB Schlumberger Limited
+0.31%
+$717.5 
XOM Exxon Mobil Corporation
+0.28%
+$1,560.87 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$70,670.16 
VUG Vanguard Growth ETF
+0.22%
+$1,687.2 
NVDA NVIDIA Corporation
+0.14%
+$1,013.2 
TRP TC Energy Corporation
+0.12%
+$4,696.59 
PH Parker-Hannifin Corporation
+0.12%
+$413.6 
CB Chubb Limited
+0.1%
+$274.38 
MSFT Microsoft Corp.
+0.1%
+$748 
KO The Coca-Cola Company
+0.1%
+$251.28 
TJX The TJX Companies, Inc.
+0.05%
+$113.52 
JNK SPDR Bloomberg High Yield Bond ETF
+0.04%
+$1,734.85 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$2,758.07 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,619.37 
PANW Palo Alto Networks, Inc.
+0.03%
+$103.72 
VNLA Janus Henderson Short Duration Income ETF
+0.01%
+$2,711.11 
MCD McDonald's Corporation
+0.01%
+$22.41 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$6,765.1 
LMT Lockheed Martin Corporation
-1.53%
-$3,266.96 
AAPL Apple Inc.
-1.52%
-$7,789.5 
MRK Merck & Co., Inc.
-1.41%
-$3,751 
AMZN Amazon.com Inc
-1.23%
-$17,422.56 
NFLX Netflix, Inc.
-1.14%
-$2,762.1 
IBM International Business Machines Corporation
-0.96%
-$2,343.47 
AVGO Broadcom Inc.
-0.91%
-$9,191 
ISRG Intuitive Surgical, Inc.
-0.44%
-$892.33 
RTX RTX Corporation
-0.33%
-$2,369.85 
TLT iShares 20+ Year Treasury Bond ETF
-0.26%
-$1,551 
META Meta Platforms Inc Class A
-0.23%
-$1,077.69 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$15,490.17 
PAA Plains All American Pipeline, L.P.
-0.18%
-$21,157.24 
MBB iShares MBS ETF
-0.15%
-$2,842 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$15,697.08 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$7,766.91 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$8,006.07 
SMTH ALPS Smith Core Plus Bond ETF
-0.08%
-$7,474.84 
EPD Enterprise Products Partners L.P.
-0.07%
-$8,309.55 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$667.08 
BKGI BNY Mellon Global Infrastructure Income Fund
-0.05%
-$18,668.3 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$393.34 Events
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Dividends
Dividend Analysis
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| Trades 683 | Longs Won 421/683 61% | Profit Factor 21.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.33M |
| Average Win $356,714.78 | Best Trade (Jun 12) $24M | Sharpe Ratio -13.53 |
| Average Loss -$27,028.13 | Worst Trade (Jun 10) -$1.01M | Z-Score 3.12 (99.82%) |
| Commissions $0 | Avg. Trade Length 2y 5m 1w 3d | Expectancy $209,510.33 |
| 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 | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
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