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:
43.76%
Gain +0.57%
Monthly
0.68%
Yearly
8.46%
Drawdown
11.43%
$509.43M
Equity
Holdings
$509.43M
Investment
$386.83M
$144.75M
Profit +$1.53M
Realized
$22.15M
Unrealized
$122.6M
Dividends
$64.68M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.57%
Profit
$1.53M
Win %
70%
This Week
Compared To Last Week
Gain
0.1%
Profit
$530,570.09
Win %
70%
This Month
Compared to last month
Gain
0.04%
Profit
$213,142.66
Win %
70%
This Year
Compared to last year
Gain
8.02%
Profit
$37.83M
Win %
69%
AMD Advanced Micro Devices, Inc.
+4.11%
+$31,048.98 
INTC Intel Corporation
+3.52%
+$16,572.45 
AVGO Broadcom Inc.
+2.76%
+$26,890.27 
MSFT Microsoft Corp.
+2.09%
+$15,390.08 
PAA Plains All American Pipeline, L.P.
+2.05%
+$259,176.19 
ISRG Intuitive Surgical, Inc.
+1.9%
+$3,239.01 
PSX Phillips 66
+1.83%
+$159,247.62 
WES Western Midstream Partners, LP
+1.81%
+$227,817.57 
SUN Sunoco L.P.
+1.76%
+$56,578.6 
CVX Chevron Corporation
+1.5%
+$3,612.42 
GOOGL Alphabet Inc
+1.5%
+$14,336.06 
EPD Enterprise Products Partners L.P.
+1.48%
+$187,795.83 
IBM International Business Machines Corporation
+1.33%
+$2,507.38 
AMZN Amazon.com Inc
+1.23%
+$17,834.58 
RTX RTX Corporation
+1.14%
+$8,566.46 
XOM Exxon Mobil Corporation
+1.02%
+$5,729.53 
EEM iShares MSCI Emerging Markets ETF
+0.82%
+$3,698.24 
NVDA NVIDIA Corporation
+0.74%
+$5,543.21 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.73%
+$82,129.74 
IEMG iShares Core MSCI Emerging Markets ETF
+0.68%
+$101,563.87 
QQQ Invesco QQQ Trust, Series 1
+0.67%
+$244,024.51 
DUK Duke Energy Corporation
+0.62%
+$1,769.04 
TJX The TJX Companies, Inc.
+0.6%
+$1,305.47 
LMT Lockheed Martin Corporation
+0.55%
+$1,084.46 
OKE ONEOK, Inc.
+0.45%
+$40,735.82 
PANW Palo Alto Networks, Inc.
+0.45%
+$2,212.81 
VUG Vanguard Growth ETF
+0.45%
+$3,374.4 
QCOM QUALCOMM Incorporated
+0.4%
+$1,140.36 
VWO Vanguard FTSE Emerging Markets ETF
+0.37%
+$6,164.05 
META Meta Platforms Inc Class A
+0.36%
+$1,910.84 
ADI Analog Devices, Inc.
+0.31%
+$1,586.89 
SYK Stryker Corporation
+0.31%
+$613.48 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.24%
+$16,595.04 
USMV iShares MSCI USA Min Vol Factor ETF
+0.24%
+$36,944.9 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.18%
+$21,073.57 
BRK-B Berkshire Hathaway Inc.
+0.18%
+$430.78 
IVV iShares Core S&P 500 ETF
+0.18%
+$120,337.89 
SPY SPDR S&P 500 ETF Trust
+0.16%
+$49,025.25 
CB Chubb Limited
+0.09%
+$262.27 
MPLX MPLX LP
+0.09%
+$18,697.75 
KO The Coca-Cola Company
+0.09%
+$219.87 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.07%
+$329.83 
GLW Corning Incorporated
+0.04%
+$132.6 
VTHR Vanguard Russell 3000 ETF
+0.02%
+$167.1 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1,838.71 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$647.75 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-2.35%
-$4,811.4 
AAPL Apple Inc.
-2.33%
-$13,432.54 
GE General Electric Company
-2.14%
-$10,562.57 
EMR Emerson Electric Co.
-2.06%
-$13,400.33 
MRK Merck & Co., Inc.
-1.99%
-$5,577 
LLY Eli Lilly and Company
-1.96%
-$5,578.1 
PEP PepsiCo, Inc.
-1.68%
-$3,176.3 
CAT Caterpillar Inc.
-1.66%
-$7,334.24 
WMT Walmart Inc.
-1.63%
-$9,480.42 
ITW Illinois Tool Works Inc.
-1.55%
-$3,612.26 
ORLY O'Reilly Automotive Inc.
-1.48%
-$3,557.26 
JNJ Johnson & Johnson
-1.39%
-$5,586.23 
TRP TC Energy Corporation
-1.23%
-$47,518.44 
KRE SPDR S&P Regional Banking ETF
-0.96%
-$4,013.76 
NEE NextEra Energy, Inc.
-0.95%
-$3,727.3 
AEP American Electric Power Company, Inc.
-0.95%
-$6,748.75 
SOBO South Bow Corporation
-0.83%
-$3,480.43 
WEC WEC Energy Group Inc.
-0.8%
-$2,657.99 
BLK BlackRock, Inc.
-0.78%
-$1,755.59 
PG Procter & Gamble Co
-0.77%
-$1,770.62 
TLT iShares 20+ Year Treasury Bond ETF
-0.76%
-$4,547.25 
COST Costco Wholesale Corporation
-0.73%
-$1,952.7 
PH Parker-Hannifin Corporation
-0.7%
-$2,519.2 
O Realty Income Corporation
-0.7%
-$2,636.72 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,755.19 
SPLV Invesco S&P 500 Low Volatility ETF
-0.54%
-$16,698.77 
JPM JPMorgan Chase & Co.
-0.54%
-$5,147.58 
SO The Southern Company
-0.52%
-$1,622.12 
BKGI BNY Mellon Global Infrastructure Income Fund
-0.51%
-$175,482.02 
ROK Rockwell Automation, Inc.
-0.5%
-$2,030.91 
LVHD Franklin U.S. Low Volatility ETF
-0.46%
-$31,492.51 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.46%
-$64,619.78 
ATO Atmos Energy Corporation
-0.45%
-$1,604.78 
SLB Schlumberger Limited
-0.44%
-$840.5 
IEFA iShares Core MSCI EAFE ETF
-0.41%
-$125,278.92 
ABBV AbbVie Inc.
-0.35%
-$1,746.02 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.33%
-$2,462.61 
DFAS Dimensional U.S. Small Cap ETF
-0.31%
-$1,749.81 
AFL Aflac Inc.
-0.3%
-$875.9 
MCD McDonald's Corporation
-0.29%
-$873.59 
IJH iShares Core S&P Mid-Cap ETF
-0.28%
-$19,785.78 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.28%
-$18,122.79 
BND Vanguard Total Bond Market Index Fund
-0.27%
-$34,882.4 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.27%
-$21,514.12 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$17,752.59 
IUSB iShares Core Universal USD Bond ETF
-0.25%
-$2,557.14 
SMTH ALPS Smith Core Plus Bond ETF
-0.23%
-$22,424.52 
MBB iShares MBS ETF
-0.22%
-$4,263 
MTB M&T Bank Corporation
-0.21%
-$525.37 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.16%
-$3,150.09 
PM Philip Morris International Inc.
-0.15%
-$391.5 
LIN Linde plc
-0.13%
-$692.04 
RSP Invesco S&P 500 Equal Weight ETF
-0.13%
-$320.04 
VZ Verizon Communications Inc.
-0.13%
-$304.04 
JEPI JPMorgan Equity Premium Income Fund
-0.11%
-$424.86 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$1,278.36 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.07%
-$3,616.08 
VNLA Janus Henderson Short Duration Income ETF
-0.02%
-$5,422.21 
JNK SPDR Bloomberg High Yield Bond ETF
-0.01%
-$495.67 Events
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Dividends
Dividend Analysis
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| Trades 683 | Longs Won 420/683 61% | Profit Factor 17.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.36M |
| Average Win $365,858.22 | Best Trade (Jul 20) $24.11M | Sharpe Ratio -13.32 |
| Average Loss -$33,883.11 | Worst Trade (Sep 29) -$1.15M | Z-Score 2.43 (98.49%) |
| Commissions $0 | Avg. Trade Length 2y 6m 1w 1d | Expectancy $211,931.47 |
| 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 | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
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Returns
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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 - $13.63M, iShares Core S&P 500 ETF - $8.76M, Janus Henderson Short Duration Income ETF - $8.01M, MPLX LP - $7.43M, and Western Midstream Partners, LP - $4.03M. 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 and iShares Core S&P Small-Cap ETF - $49,540.06. 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 $64.68M earned over time. The largest contributors to dividend income include Janus Henderson Short Duration Income ETF - $8.09M, MPLX LP - $7.37M, Western Midstream Partners, LP - $3.99M, iShares Core S&P 500 ETF - $3.97M, and Enterprise Products Partners L.P - $3.8M. 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.
