Sheryl Stephens Portfolio
Invests via Stephens Consulting LLC | Managed by Sheryl (Sherri) Stephens
Invests via Stephens Consulting LLC
Managed by Sheryl (Sherri) Stephens
Automatically Tracked
Sheryl Stephens Profile
With a distinguished career marked by strategic innovation, Sheryl Stephens has established herself as a key figure in the technology and digital transformation sectors. Her background encompasses leadership roles across prominent companies where she has driven growth initiatives and enhanced operational efficiencies. Renowned for her expertise in guiding teams through complex transitions, she brings invaluable insights into market dynamics and consumer engagement strategies. This experience positions her at the forefront of contemporary challenges faced by businesses navigating rapid technological change.
With a distinguished career marked by strategic innovation, Sheryl Stephens has established herself as a key figure in the technology and digital transformation sectors. Her background encompasses leadership roles across prominent companies where she has driven growth initiatives and enhanced operational efficiencies. Renowned for her expertise in guiding teams through complex transitions, she brings invaluable insights into market dynamics and consumer engagement strategies. This experience positions her at the forefront of contemporary challenges faced by businesses navigating rapid technological change.
Investment Philosophy & Strategy
In the realm of technology investments, a keen focus on transformative opportunities guides decision-making. Sheryl Stephens employs her extensive leadership experience to identify disruptive innovations that can redefine industries. By leveraging her operational expertise, she targets companies poised for substantial growth through digital adaptation and strategic market positioning. Her emphasis on consumer engagement ensures that investments align with evolving market trends, while also addressing foundational business models necessary for long-term success. This approach underscores a commitment to fostering sustainable enterprises capable of thriving amidst technological evolution.
In the realm of technology investments, a keen focus on transformative opportunities guides decision-making. Sheryl Stephens employs her extensive leadership experience to identify disruptive innovations that can redefine industries. By leveraging her operational expertise, she targets companies poised for substantial growth through digital adaptation and strategic market positioning. Her emphasis on consumer engagement ensures that investments align with evolving market trends, while also addressing foundational business models necessary for long-term success. This approach underscores a commitment to fostering sustainable enterprises capable of thriving amidst technological evolution.
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:
82.17%
Gain -0.02%
Monthly
1.03%
Yearly
13.15%
Drawdown
26.76%
$334.25M
Equity
Holdings
$334.25M
Investment
$256.55M
$113.36M
Profit -$392,701.82
Realized
$35.66M
Unrealized
$77.7M
Dividends
$24.79M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$392,701.82
Win %
74%
This Week
Compared To Last Week
Gain
-0.11%
Profit
-$365,163.81
Win %
74%
This Month
Compared to last month
Gain
-0.53%
Profit
-$1.77M
Win %
74%
This Year
Compared to last year
Gain
8.04%
Profit
$24.87M
Win %
74%
MVIS Microvision Inc.
+11%
+$7.01 
BE Bloom Energy Corporation
+10.64%
+$62,910.01 
WDC Western Digital Corporation
+10.58%
+$154.74 
COIN Coinbase Global, Inc.
+10%
+$3,225.05 
MMM 3M Company
+9.62%
+$5,202 
MU Micron Technology, Inc.
+7.33%
+$1,585 
CRCL Circle Internet Group, Inc.
+7.01%
+$9,180 
HOOD Robinhood Markets, Inc.
+6.36%
+$82,095 
NVTS Navitas Semiconductor Corporation
+6.15%
+$1,420 
TSEM Tower Semiconductor Ltd.
+6.14%
+$1,395 
MRVL Marvell Technology, Inc.
+6%
+$11,700.01 
INTC Intel Corporation
+5.87%
+$228 
DELL Dell Technologies Inc.
+5.43%
+$62,781.6 
ARM Arm Holdings plc American Depositary Receipt
+4.6%
+$49.6 
AMD Advanced Micro Devices, Inc.
+4.55%
+$23,207.82 
OKLO Oklo Inc.
+4.48%
+$11,160 
WYY WidePoint Corporation
+4.45%
+$128.75 
STM STMicroelectronics N.V.
+4.42%
+$273 
IGPT Invesco AI and Next Gen Software ETF
+3.91%
+$73.08 
RXRX Recursion Pharmaceuticals, Inc.
+3.81%
+$7.37 
BRBR BellRing Brands Inc.
+3.79%
+$58.42 
HPE Hewlett Packard Enterprise Company
+3.67%
+$163.5 
NVS Novartis AG Sponsored ADR
+3.64%
+$332.45 
SLV iShares Silver Trust
+3.63%
+$925 
ORCL Oracle Corporation
+3.59%
+$1,094.36 
SMCI Super Micro Computer Inc
+3.57%
+$8.5 
TXG 10x Genomics Inc.
+3.55%
+$32.23 
PLUG Plug Power Inc.
+3.52%
+$32.4 
ARTY iShares Future AI & Tech ETF
+3.46%
+$38.59 
ASML ASML Holding N.V. New York Registry Shares
+3.31%
+$576.05 
ON ON Semiconductor Corporation
+3.21%
+$2,780 
SWKS Skyworks Solutions Inc.
+2.98%
+$178.5 
KMX CarMax Inc.
+2.83%
+$332.85 
TXN Texas Instruments Inc
+2.75%
+$858 
PAAS Pan American Silver Corp.
+2.71%
+$343.5 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+2.71%
+$83.52 
WPM Wheaton Precious Metals Corp.
+2.7%
+$1,899.99 
P Everpure Inc.
+2.66%
+$93 
ARKK ARK Innovation ETF Fund
+2.64%
+$79.2 
NTAP NetApp, Inc.
+2.56%
+$4.12 
IBIT iShares Bitcoin Trust
+2.51%
+$1,018.42 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.47%
+$490 
URA Global X Uranium ETF
+2.47%
+$95.5 
FDX FedEx Corporation
+2.46%
+$60.16 
OXY-WT Occidental Petroleum Corporation
+2.41%
+$20 
CDNS Cadence Design Systems, Inc.
+2.35%
+$7.76 
C Citigroup Inc.
+2.35%
+$399.3 
ANIX Anixa Biosciences Inc.
+2.31%
+$80 
CEG Constellation Energy Corporation
+2.24%
+$839.16 
ING ING Groep N.V. Sponsored ADR
+2.17%
+$215.6 
TSLA Tesla, Inc.
+2.16%
+$10,641.33 
BHP BHP Group Ltd.
+2.11%
+$166.6 
ISRG Intuitive Surgical, Inc.
+2.11%
+$67.05 
UNH UnitedHealth Group Incorporated
+2.1%
+$70.68 
NEM Newmont Corporation
+2.03%
+$7.24 
RYAAY Ryanair Holdings plc American Depositary Receipt
+2.02%
+$2,975 
IEMG iShares Core MSCI Emerging Markets ETF
+1.98%
+$240.21 
DEFT Defi Technologies Inc.
+1.95%
+$24 
HPQ HP Inc.
+1.94%
+$47 
Q Qnity Electronics Inc.
+1.93%
+$969.8 
AKAM Akamai Technologies Inc.
+1.92%
+$127.44 
MCHP Microchip Technology Incorporated
+1.91%
+$719.18 
NMRK Newmark Group Inc.
+1.9%
+$123.02 
XLK State Street Technology Select Sector SPDR ETF
+1.89%
+$3,104.19 
MS Morgan Stanley
+1.89%
+$644.76 
QS QuantumScape Corp
+1.87%
+$45.21 
VKTX Viking Therapeutics Inc.
+1.8%
+$32.75 
SYM Symbotic Inc. Class A
+1.78%
+$18.12 
F Ford Motor Company
+1.72%
+$3,376.32 
GEV GE Vernova Inc.
+1.71%
+$645.4 
MRNA Moderna, Inc.
+1.7%
+$6.06 
SOLS Sollensys Corp
+1.68%
+$71.25 
ADI Analog Devices, Inc.
+1.67%
+$3,314.37 
CRSP Crispr Therapeutics AG
+1.66%
+$7.8 
BCS Barclays PLC Sponsored ADR
+1.65%
+$71.1 
FNV Franco-Nevada Corporation
+1.62%
+$567 
CMI Cummins Inc.
+1.61%
+$318.99 
RDDT Reddit Inc Class A
+1.6%
+$2,900 
MRK Merck & Co., Inc.
+1.59%
+$825.66 
CAT Caterpillar Inc.
+1.59%
+$7,749.37 
VGT Vanguard Information Technology ETF
+1.52%
+$27.52 
DPZ Domino's Pizza Inc.
+1.51%
+$768.8 
AEM Agnico Eagle Mines Limited
+1.47%
+$1,000 
GSK GSK plc Sponsored ADR
+1.44%
+$159.12 
HUM Humana Inc.
+1.44%
+$11.44 
NWG NatWest Group plc Sponsored ADR
+1.41%
+$30.75 
CNQ Canadian Natural Resources Limited
+1.4%
+$43.05 
CC Chemours Co.
+1.4%
+$51.6 
UBS UBS Group AG
+1.39%
+$94.38 
ELV Elevance Health, Inc.
+1.38%
+$872.85 
BYND Beyond Meat Inc.
+1.38%
+$16.4 
TEL TE Connectivity plc
+1.36%
+$248.4 
HSBC HSBC Holdings plc Sponsored ADR
+1.35%
+$49.58 
UPS United Parcel Service, Inc.
+1.35%
+$341.19 
ICLN iShares Global Clean Energy ETF
+1.35%
+$15.44 
SOUN SoundHound AI Inc.
+1.35%
+$23.55 
SNPS Synopsys, Inc.
+1.34%
+$5.07 
DJT Trump Media & Technology Group Corp.
+1.33%
+$6.5 
DB Deutsche Bank AG
+1.33%
+$45.54 
GTX Garrett Motion Inc.
+1.32%
+$2.9 
TM Toyota Motor Corporation
+1.29%
+$41.58 
QQQ Invesco QQQ Trust, Series 1
+1.25%
+$1,367.47 
NIO Nio Inc.
+1.25%
+$300 
GSG iShares S&P GSCI Commodity-Indexed Trust
+1.23%
+$226.2 
APA APA Corporation
+1.18%
+$16.4 
GLD SPDR Gold Shares
+1.17%
+$6,617.68 
CHY Calamos Convertible and High Income Fund
+1.15%
+$90 
GS The Goldman Sachs Group, Inc.
+1.15%
+$253.99 
IAU iShares Gold Trust
+1.14%
+$653.6 
QCOM QUALCOMM Incorporated
+1.13%
+$171.77 
SCHA Schwab U.S. Small-Cap ETF
+1.12%
+$438.9 
XAIX Xtrackers AI and Big Data ETF
+1.12%
+$17.11 
FSK FS KKR Capital Corp.
+1.1%
+$68.16 
IWP iShares Russell Mid-Cap Growth ETF
+1.09%
+$878.92 
AVDV Avantis International Small Cap Value ETF
+1.09%
+$47.73 
HON Honeywell International Inc.
+1.07%
+$363.29 
BUD Anheuser-Busch InBev S.A. ADR
+1.06%
+$43 
NVDA NVIDIA Corporation
+1.06%
+$30,140.64 
SCLX Scilex Holding Company
+1.05%
+$0.16 
VEU Vanguard FTSE All-World ex-US ETF
+1.03%
+$312.48 
XOM Exxon Mobil Corporation
+1%
+$4,714.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1%
+$10,360.35 
IWF iShares Russell 1000 Growth ETF
+1%
+$27,465.2 
DD DuPont de Nemours, Inc.
+0.99%
+$335.81 
SCHF Schwab International Equity ETF
+0.97%
+$46.28 
EFG iShares MSCI EAFE Growth ETF
+0.97%
+$12.65 
NU Nu Holdings Ltd.
+0.96%
+$13.5 
OXY Occidental Petroleum Corporation
+0.96%
+$106 
DOW Dow Inc.
+0.92%
+$585.48 
ASIX AdvanSix Inc.
+0.91%
+$0.56 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.91%
+$208.56 
PSX Phillips 66
+0.9%
+$419.24 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.89%
+$179.36 
JPM JPMorgan Chase & Co.
+0.89%
+$24,215.45 
ETN Eaton Corporation plc
+0.87%
+$702 
SCHM Schwab U.S. Mid-Cap ETF
+0.86%
+$515.4 
ULTA Ulta Beauty Inc.
+0.83%
+$4.06 
COP ConocoPhillips
+0.83%
+$149.76 
MPC Marathon Petroleum Corporation
+0.82%
+$91 
CVS CVS Health Corporation
+0.81%
+$43.75 
FENI Fidelity Enhanced International ETF
+0.81%
+$239,618.56 
IUSG iShares Core S&P U.S. Growth ETF
+0.8%
+$4,075.92 
CX Cemex S.A.B. de C.V. Sponsored ADR
+0.8%
+$47.8 
CSCO Cisco Systems, Inc.
+0.8%
+$2,308.97 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
+0.78%
+$16.53 
EFA iShares MSCI EAFE ETF
+0.78%
+$17,172.8 
SCHV Schwab U.S. Large-Cap Value ETF
+0.77%
+$101.66 
ABBV AbbVie Inc.
+0.75%
+$2,796.24 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.75%
+$1,282.14 
LYB LyondellBasell Industries N.V.
+0.74%
+$5.85 
AVGO Broadcom Inc.
+0.74%
+$125.55 
BP BP p.l.c. Sponsored ADR
+0.74%
+$70.06 
IEFA iShares Core MSCI EAFE ETF
+0.74%
+$50,188.25 
EFV iShares MSCI EAFE Value ETF
+0.72%
+$10.64 
DRLL Strive U.S. Energy ETF
+0.71%
+$253.6 
GE General Electric Company
+0.71%
+$348.21 
DLR Digital Realty Trust, Inc.
+0.69%
+$181.5 
LLY Eli Lilly and Company
+0.66%
+$418.55 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.65%
+$693 
NFLX Netflix, Inc.
+0.64%
+$60.2 
OPENW Opendoor Technologies Inc. Series K Warrants (Exercise Price $9.00)
+0.62%
+$0.01 
ACH Accendra Health, Inc.
+0.6%
+$57.66 
APP AppLovin Corporation Class A Common Stock
+0.59%
+$2.51 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.58%
+$37.1 
JCI Johnson Controls International plc
+0.58%
+$1,146.15 
VYMI Vanguard International High Dividend Yield Index Fund
+0.58%
+$987.74 
BAC Bank of America Corporation
+0.56%
+$272 
FFIV F5 Inc.
+0.55%
+$6.76 
EPAM Epam Systems Inc.
+0.54%
+$0.48 
AMGN Amgen Inc.
+0.53%
+$2,644.09 
VXF Vanguard Extended Market ETF
+0.53%
+$5,528.75 
PH Parker-Hannifin Corporation
+0.52%
+$498 
VUG Vanguard Growth ETF
+0.5%
+$14,502.18 
VTRS Viatris Inc.
+0.5%
+$21.5 
LRGF iShares U.S. Equity Factor ETF
+0.5%
+$33.37 
DECK Deckers Outdoor Corporation
+0.49%
+$1.02 
DFIS Dimensional International Small Cap ETF
+0.48%
+$13.77 
PFE Pfizer Inc.
+0.48%
+$245.64 
CHW Calamos Global Dynamic Income Fund
+0.46%
+$8 
VO Vanguard Mid-Cap ETF
+0.46%
+$131,006.64 
FEX First Trust Large Cap Core Fund A
+0.46%
+$286.44 
IVV iShares Core S&P 500 ETF
+0.46%
+$1,104.46 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.46%
+$511.02 
UBER Uber Technologies, Inc.
+0.44%
+$7.36 
BLK BlackRock, Inc.
+0.44%
+$23.18 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.44%
+$5.4 
SPY SPDR S&P 500 ETF Trust
+0.44%
+$646.99 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.41%
+$2,129.98 
VOO Vanguard S&P 500 ETF
+0.41%
+$295,124.08 
LVHI Franklin International Low Volatility High Dividend ETF
+0.41%
+$79.39 
SON Sonoco Products Co.
+0.4%
+$22 
INDA ISHARES MSCI INDIA ETF
+0.4%
+$11.31 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.39%
+$552.6 
VTV Vanguard Value ETF
+0.39%
+$98,193.7 
RTX RTX Corporation
+0.37%
+$326.88 
MFC Manulife Financial Corporation
+0.35%
+$10.2 
SHEL Shell plc
+0.35%
+$107.7 
VB Vanguard Small-Cap ETF
+0.35%
+$72,808.82 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.35%
+$85.26 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.34%
+$5.7 
POST Post Holdings Inc.
+0.33%
+$29 
QXO Qxo Inc.
+0.33%
+$45 
PEBO Peoples Bancorp Inc.
+0.33%
+$337.87 
REGN Regeneron Pharmaceuticals, Inc.
+0.32%
+$2.17 
CAH Cardinal Health Inc.
+0.32%
+$2.13 
SCHX Schwab U.S. Large-Cap ETF
+0.31%
+$398.16 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$79.35 
MP MP Materials Corp.
+0.31%
+$14 
CMG Chipotle Mexican Grill, Inc.
+0.29%
+$3.13 
IJS iShares S&P Small-Cap 600 Value ETF
+0.28%
+$95 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.28%
+$54.34 
EGP EastGroup Properties Inc.
+0.28%
+$183 
IJR iShares Core S&P Small-Cap ETF
+0.28%
+$373.99 
EOLS Evolus Inc.
+0.27%
+$4.35 
META Meta Platforms Inc Class A
+0.26%
+$260.1 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$1,476.41 
CVX Chevron Corporation
+0.25%
+$285.94 
SUN Sunoco L.P.
+0.23%
+$17.5 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.21%
+$17.84 
IWR iShares Russell Mid-Cap ETF
+0.21%
+$221.26 
DVN Devon Energy Corporation
+0.21%
+$270 
TFC Truist Financial Corporation
+0.2%
+$155.5 
RY Royal Bank of Canada
+0.18%
+$9.88 
CMCSA Comcast Corp
+0.17%
+$24.75 
KRG Kite Realty Group Trust
+0.17%
+$32.2 
NET Cloudflare Inc.
+0.15%
+$2.52 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+0.14%
+$50.28 
GEHC GE HealthCare Technologies Inc.
+0.13%
+$2.48 
DOV Dover Corporation
+0.13%
+$23.05 
RJF Raymond James Financial Inc.
+0.12%
+$8,457.98 
SPOT Spotify Technology S.A.
+0.11%
+$2.24 
IBMO iShares iBonds Dec 2026 Term ETF
+0.1%
+$8.14 
KDP Keurig Dr Pepper Inc.
+0.1%
+$0.24 
CTVA Corteva Inc.
+0.08%
+$52.29 
XLE Energy Select Sector SPDR Fund
+0.07%
+$30.16 
RSP Invesco S&P 500 Equal Weight ETF
+0.06%
+$865.75 
LUV Southwest Airlines Co.
+0.06%
+$2.43 
EZA iShares MSCI South Africa ETF
+0.06%
+$1.08 
IUSV iShares Core S&P U.S. Value ETF
+0.05%
+$64.92 
VIG Vanguard Dividend Appreciation ETF
+0.05%
+$2,567.88 
MDIV FT Multi-Asset Diversified Income Fund
+0.04%
+$1.46 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$3.14 
AVUV Avantis U.S. Small Cap Value ETF
+0.02%
+$4,353.27 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
0%
+$0.35 
AZN
0%
$0 
CBOA
0%
$0 
CYBR CyberArk Software Ltd
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FSSL
0%
$0 
H5919C104
0%
$0 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
0%
$0 
HOLX Hologic Inc.
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
PCAPU ProCap Acquisition Corp.
0%
$0 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
0%
$0 
SRI Stoneridge Inc.
0%
$0 
TSE Trinseo PLC
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VNM VanEck Vietnam ETF
0%
$0 
WOMN Impact Shares YWCA Women's Empowerment ETF
0%
$0 
DHR Danaher Corporation
-12.49%
-$2,261.25 
CELH Celsius Holdings Inc.
-3.96%
-$116.5 
WIX Wix.com Ltd.
-3.35%
-$34.01 
WDAY Workday Inc.
-3.15%
-$23.2 
NOC Northrop Grumman Corporation
-3.12%
-$4,912.51 
HUBS HubSpot, Inc.
-2.85%
-$32.9 
IT Gartner Inc.
-2.84%
-$16 
ADBE Adobe Inc.
-2.8%
-$85.35 
TCI Transcontinental Realty Investors, Inc.
-2.75%
-$92.82 
PFG Principal Financial Group, Inc.
-2.71%
-$2,200.37 
MICC The Magnum Ice Cream Company N.V.
-2.49%
-$3.25 
LYV Live Nation Entertainment, Inc.
-2.17%
-$3.92 
BABA Alibaba Group Holding Limited SP ADR
-2.14%
-$38.55 
CSGP CoStar Group, Inc.
-2.09%
-$9.3 
PGR Progressive Corporation
-2.09%
-$8.86 
TMUS T-Mobile US, Inc.
-2.06%
-$4.02 
WM Waste Management, Inc.
-2.05%
-$132.57 
AKRE Akre Focus ETF
-2.02%
-$3,379.83 
ETSY Etsy Inc.
-2.02%
-$169.5 
SQ Block, Inc.
-1.94%
-$6.32 
POOL Pool Corporation
-1.91%
-$11.52 
VRSN Verisign Inc.
-1.78%
-$19.76 
GILD Gilead Sciences Inc.
-1.75%
-$6,712.76 
CRM Salesforce Inc
-1.74%
-$69.46 
JKHY Jack Henry & Associates, Inc.
-1.74%
-$13.3 
LMT Lockheed Martin Corporation
-1.72%
-$140.32 
CHD Church & Dwight Co., Inc.
-1.7%
-$13.28 
SHOP Shopify Inc.
-1.67%
-$4.15 
MDLZ Mondelez International, Inc.
-1.64%
-$843.48 
WSM Williams-Sonoma, Inc.
-1.64%
-$7.34 
OMC Omnicom Group Inc.
-1.64%
-$12.15 
SAP SAP SE Sponsored ADR
-1.64%
-$77.7 
PANW Palo Alto Networks, Inc.
-1.63%
-$45.52 
CRWD CrowdStrike Holdings, Inc.
-1.62%
-$25.76 
TMO Thermo Fisher Scientific Inc.
-1.58%
-$91.41 
SYK Stryker Corporation
-1.55%
-$5,659.37 
INTU Intuit Inc.
-1.54%
-$27.12 
ROP Roper Technologies Inc.
-1.48%
-$10.72 
HACK Amplify Cybersecurity ETF
-1.45%
-$481.6 
NOW ServiceNow, Inc.
-1.43%
-$37.5 
CPRT Copart Inc.
-1.42%
-$1.95 
SBAC SBA Communications Corporation
-1.41%
-$12.8 
MO Altria Group, Inc.
-1.33%
-$8,344.71 
UL Unilever PLC Sponsored American Depositary Receipt
-1.32%
-$25.42 
DTM Dt Midstream Inc.
-1.31%
-$3,704.4 
HDSN Hudson Technologies Inc.
-1.31%
-$10.08 
TTD The Trade Desk, Inc. Class A
-1.29%
-$1.68 
YUM Yum! Brands, Inc.
-1.23%
-$915.86 
DXCM DexCom, Inc.
-1.18%
-$229.62 
LNT Alliant Energy Corporation
-1.16%
-$2.58 
MNST Monster Beverage Corporation
-1.14%
-$17.44 
RPM RPM International Inc.
-1.14%
-$1,739.43 
SMG Scotts Miracle-Gro Co.
-1.13%
-$4,088.76 
AMZN Amazon.com Inc
-1.11%
-$1,437.64 
AMT American Tower Corporation
-1.1%
-$14.72 
ADP Automatic Data Processing Inc.
-1.08%
-$315.78 
BRCC BRC Inc.
-1.08%
-$1.3 
KMI Kinder Morgan, Inc.
-1.06%
-$93.15 
CL Colgate-Palmolive Company
-1.05%
-$15.52 
CTSH Cognizant Technology Solutions Corporation
-1.05%
-$2.82 
INGR Ingredion Inc.
-1.05%
-$1,080 
CMS CMS Energy Corporation
-1.04%
-$3,138.8 
HD The Home Depot, Inc.
-1.04%
-$4,224.67 
FTNT Fortinet Inc.
-1.02%
-$9.84 
DG Dollar General Corporation
-1.01%
-$104.58 
BSX Boston Scientific Corporation
-1%
-$55.88 
COST Costco Wholesale Corporation
-1%
-$2,904.6 
MDT Medtronic plc
-0.97%
-$80.5 
ED Consolidated Edison, Inc.
-0.95%
-$11.66 
AM Antero Midstream Corporation
-0.95%
-$722.4 
MCD McDonald's Corporation
-0.93%
-$873.99 
PG Procter & Gamble Co
-0.92%
-$3,842.85 
V Visa Inc. Class A
-0.91%
-$343.35 
ACN Accenture plc Class A
-0.9%
-$103.6 
KMB Kimberly-Clark Corporation
-0.89%
-$7.68 
VZ Verizon Communications Inc.
-0.87%
-$373.16 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.86%
-$426.6 
COLB Columbia Banking System, Inc.
-0.85%
-$789.04 
MA Mastercard Incorporated
-0.84%
-$188.6 
AAPL Apple Inc.
-0.84%
-$33,403.34 
STZ Constellation Brands, Inc.
-0.83%
-$6.72 
AFL Aflac Inc.
-0.83%
-$64.89 
PM Philip Morris International Inc.
-0.82%
-$1,701.66 
AWK American Water Works Company, Inc.
-0.81%
-$7.56 
CCI Crown Castle Inc.
-0.81%
-$8.19 
CTAS Cintas Corporation
-0.8%
-$1.62 
UNP Union Pacific Corporation
-0.8%
-$319.95 
CERS Cerus Corporation
-0.79%
-$39.37 
TTWO Take-Two Interactive Software, Inc.
-0.78%
-$7.48 
DKNG DraftKings Inc.
-0.78%
-$2.28 
MCK McKesson Corporation
-0.78%
-$6.49 
DTE DTE Energy Company
-0.77%
-$9,815.18 
ESTC Elastic N.V.
-0.77%
-$960 
NRDS NerdWallet Inc.
-0.76%
-$18.55 
PAYX Paychex Inc.
-0.76%
-$1.75 
AEP American Electric Power Company, Inc.
-0.76%
-$886.55 
BRR Columbus Circle Capital Corp I
-0.76%
-$5.91 
HBAN Huntington Bancshares Incorporated
-0.75%
-$1,793.87 
GOOG Alphabet Inc
-0.74%
-$395.2 
SO The Southern Company
-0.73%
-$1,493.16 
BF-B Brown-Forman Corporation
-0.72%
-$100.7 
GOOGL Alphabet Inc
-0.71%
-$2,874.63 
PNW Pinnacle West Capital Corporation
-0.7%
-$76.73 
GIS General Mills, Inc.
-0.69%
-$136.76 
BETZ Roundhill Sports Betting & iGaming ETF
-0.68%
-$18.15 
ADC Agree Realty Corporation
-0.65%
-$104 
FE FirstEnergy Corp.
-0.64%
-$325.5 
TGT Target Corporation
-0.63%
-$347.81 
NSC Norfolk Southern Corporation
-0.62%
-$434.7 
MSI Motorola Solutions, Inc.
-0.62%
-$86.02 
PLTR Palantir Technologies Inc.
-0.62%
-$12.45 
IBM International Business Machines Corporation
-0.61%
-$592.12 
LIN Linde plc
-0.61%
-$4,408.54 
ATO Atmos Energy Corporation
-0.6%
-$1.07 
SBUX Starbucks Corporation
-0.6%
-$13.86 
DUK Duke Energy Corporation
-0.6%
-$1,350.69 
PDD PDD Holdings Inc. American Depositary Shares
-0.59%
-$510 
PPL PPL Corporation
-0.59%
-$4.62 
SDY SPDR S&P Dividend ETF
-0.59%
-$67.34 
IR Ingersoll Rand Inc.
-0.59%
-$20.21 
COF Capital One Financial Corporation
-0.58%
-$609.84 
MGM MGM Resorts International
-0.58%
-$27.27 
EXC Exelon Corporation
-0.57%
-$115.18 
MSFT Microsoft Corp.
-0.55%
-$4,859.6 
EIX Edison International
-0.55%
-$57.37 
HLN Haleon Plc - ADR
-0.55%
-$121.83 
ETR Entergy Corporation
-0.55%
-$1.83 
NNN NNN REIT, Inc.
-0.54%
-$63.6 
HSY The Hershey Company
-0.53%
-$4.58 
WMT Walmart Inc.
-0.53%
-$3,394.27 
KHC The Kraft Heinz Company
-0.52%
-$34.29 
RIET Hoya Capital High Dividend Yield ETF
-0.51%
-$30 
ABT Abbott Laboratories
-0.5%
-$51 
XHB SPDR S&P Homebuilders ETF
-0.49%
-$525 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.48%
-$123.12 
T AT&T Inc.
-0.48%
-$262.71 
NI NiSource Inc.
-0.47%
-$0.86 
CP Canadian Pacific Kansas City Limited
-0.44%
-$10 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.44%
-$17 
PEP PepsiCo, Inc.
-0.42%
-$1,562.4 
PRK Park National Corporation
-0.41%
-$880.11 
OPENL Opendoor Technologies Inc. Series A Warrant
-0.39%
$0 
CCL Carnival Corporation Ltd.
-0.38%
-$56.5 
SYY Sysco Corporation
-0.38%
-$76.88 
YUMC Yum China Holdings Inc.
-0.38%
-$82.5 
BHF Brighthouse Financial Inc.
-0.37%
-$6.48 
EPD Enterprise Products Partners L.P.
-0.36%
-$140 
AVY Avery Dennison Corporation
-0.36%
-$538.08 
OPEN Opendoor Technologies Inc.
-0.34%
-$2 
DE Deere & Company
-0.33%
-$590.85 
PII Polaris Inc.
-0.33%
-$218.4 
BRK-B Berkshire Hathaway Inc.
-0.32%
-$28,263.04 
FTCS First Trust Capital Strength ETF
-0.32%
-$241.18 
EVRG Evergy Inc.
-0.31%
-$3.44 
KBH KB Home
-0.29%
-$320 
KO The Coca-Cola Company
-0.29%
-$308.4 
SOLV Solventum Corporation
-0.29%
-$8.05 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
-0.28%
-$543.51 
UWMC UWM Holdings Corporation
-0.27%
-$5 
AXP American Express Company
-0.26%
-$520.79 
SDOG ALPS Sector Dividend Dogs ETF
-0.26%
-$25.9 
EWZ iShares MSCI Brazil ETF
-0.25%
-$4.59 
REZI Resideo Technologies Inc.
-0.25%
-$0.99 
HDV iShares Core High Dividend ETF
-0.25%
-$165.9 
BGH Barings Global Short Duration High Yield Fund
-0.24%
-$44.84 
MAA Mid-America Apartment Communities, Inc.
-0.24%
-$2.24 
OPENZ Opendoor Technologies Inc. Series Z Warrant
-0.24%
$0 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$69,205.98 
JRI Nuveen Real Asset Income and Growth Fund
-0.23%
-$12.36 
SNY Sanofi American Depositary Receipt
-0.23%
-$3.8 
WAB Wabtec Corporation
-0.22%
-$4.56 
WBD Warner Bros. Discovery, Inc.
-0.21%
-$22.05 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.21%
-$194.13 
AGG iShares Core U.S. Aggregate Bond ETF
-0.2%
-$251.16 
EWM iShares MSCI Malaysia ETF
-0.2%
-$3.35 
IUSB iShares Core Universal USD Bond ETF
-0.2%
-$16.38 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.19%
-$9.6 
ESPO VanEck Video Gaming and eSports ETF
-0.19%
-$43.52 
COR Cencora, Inc.
-0.18%
-$1.66 
FSLR First Solar, Inc.
-0.14%
-$0.28 
NEE NextEra Energy, Inc.
-0.14%
-$14.88 
MUB iShares National Muni Bond ETF
-0.12%
-$924.75 
SCHW Charles Schwab Corporation
-0.12%
-$7.2 
CPT Camden Property Trust
-0.12%
-$1.17 
HCA HCA Healthcare Inc.
-0.11%
-$433.61 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.11%
-$39.58 
EBAY eBay Inc.
-0.1%
-$0.23 
DLTR Dollar Tree, Inc.
-0.1%
-$36 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.1%
-$250.93 
IAGG iShares International Aggregate Bond Fund
-0.09%
-$0.32 
NLY Annaly Capital Management, Inc.
-0.09%
-$0.5 
USMV iShares MSCI USA Min Vol Factor ETF
-0.09%
-$114.58 
JNJ Johnson & Johnson
-0.09%
-$736.62 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$29.9 
BA Boeing Company
-0.07%
-$1,203.3 
VNQ Vanguard Real Estate ETF
-0.07%
-$0.77 
EA Electronic Arts Inc.
-0.07%
-$0.7 
IBTH iShares iBonds Dec 2027 Term
-0.07%
-$5.01 
MOH Molina Healthcare Inc.
-0.07%
-$0.45 
DIS The Walt Disney Company
-0.06%
-$95.82 
FISV Fiserv, Inc.
-0.06%
-$2.94 
NKE Nike, Inc. - Class B
-0.06%
-$7.75 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$159.48 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.05%
-$1.96 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$8.37 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$9,323.12 
IWS iShares Russell Mid-Cap Value ETF
-0.04%
-$0.33 
PRU Prudential Financial, Inc.
-0.04%
-$4.37 
NVO Novo Nordisk A/S Sponsored ADR
-0.03%
-$30.75 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
-0.02%
-$1,988.32 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$7.75 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$6.54 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.02%
-$1.56 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.02%
-$2.17 
ITW Illinois Tool Works Inc.
-0.01%
-$1.08 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 5956 | Longs Won 2497/5956 41% | Profit Factor 8.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $273,141.97 |
| Average Win $51,373.5 | Best Trade (Jul 22) $16.06M | Sharpe Ratio -23.84 |
| Average Loss -$4,317.07 | Worst Trade (Sep 30) -$1.26M | Z-Score -26.61 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 6d | Expectancy $19,032.19 |
| 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 | 76,923 | 69,231 | 61,538 | 53,846 | 46,154 | 38,462 | 30,769 | 23,077 | 15,385 | 7,692 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Sheryl Stephens?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $12.3M, Vanguard Value ETF - $6.17M, iShares Core MSCI EAFE ETF - $5.54M, Vanguard Mid-Cap ETF - $4.78M, and NVIDIA Corporation - $3.54M. 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: Brown-Forman Corporation - $1.26M, Brown-Forman Corporation - $947,258, ARK Innovation ETF Fund - $759,763.75, Novavax Inc - $403,169.04, and Lucid Group, Inc - $276,254.16. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sheryl Stephens's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.79M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $3.75M, Vanguard S&P 500 ETF - $3.28M, Vanguard Value ETF - $2.57M, Vanguard Mid-Cap ETF - $1.64M, and iShares Core MSCI EAFE ETF - $1.64M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sheryl Stephens's monthly returns?
Sheryl Stephens'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 Sheryl Stephens's strategy be considered aggressive or moderate?
Sheryl Stephens'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 Sheryl Stephens's strategy?
Sheryl Stephens'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.
