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:
92.43%
Gain -0.08%
Monthly
1.04%
Yearly
13.16%
Drawdown
26.76%
$338.87M
Equity
Holdings
$338.87M
Investment
$256.55M
$117.99M
Profit -$293,914.08
Realized
$35.68M
Unrealized
$82.31M
Dividends
$25.35M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.08%
Profit
-$293,914.08
Win %
72%
This Week
Compared To Last Week
Gain
-1.27%
Profit
-$4.35M
Win %
72%
This Month
Compared to last month
Gain
-0.73%
Profit
-$2.48M
Win %
72%
This Year
Compared to last year
Gain
9.53%
Profit
$29.49M
Win %
72%
SWKS Skyworks Solutions Inc.
+9.79%
+$749 
RDDT Reddit Inc Class A
+6.09%
+$8,925 
ELV Elevance Health, Inc.
+4.95%
+$3,240.6 
BRR Columbus Circle Capital Corp I
+4.2%
+$47.28 
AAPL Apple Inc.
+3.56%
+$136,904.93 
F Ford Motor Company
+3.35%
+$6,330.6 
MOH Molina Healthcare Inc.
+3.16%
+$18.41 
APP AppLovin Corporation Class A Common Stock
+3.09%
+$9.43 
GSG iShares S&P GSCI Commodity-Indexed Trust
+2.95%
+$614.8 
TTWO Take-Two Interactive Software, Inc.
+2.76%
+$23.28 
CMCSA Comcast Corp
+2.36%
+$358.94 
PM Philip Morris International Inc.
+2.17%
+$4,329.54 
DVN Devon Energy Corporation
+2.11%
+$3,105 
UBER Uber Technologies, Inc.
+2.05%
+$33.58 
ISRG Intuitive Surgical, Inc.
+2.04%
+$64.98 
FSLR First Solar, Inc.
+2%
+$4.07 
STZ Constellation Brands, Inc.
+1.86%
+$13.56 
JKHY Jack Henry & Associates, Inc.
+1.85%
+$14.7 
BF-B Brown-Forman Corporation
+1.76%
+$243.8 
WIX Wix.com Ltd.
+1.74%
+$24.51 
ABBV AbbVie Inc.
+1.63%
+$6,002.4 
T AT&T Inc.
+1.61%
+$1,013.31 
DIS The Walt Disney Company
+1.6%
+$2,666.99 
OMC Omnicom Group Inc.
+1.5%
+$10.57 
EBAY eBay Inc.
+1.47%
+$3.04 
EWZ iShares MSCI Brazil ETF
+1.31%
+$25.5 
MO Altria Group, Inc.
+1.28%
+$7,333.23 
MFC Manulife Financial Corporation
+1.26%
+$36.72 
HSY The Hershey Company
+1.23%
+$10.55 
ACN Accenture plc Class A
+1.22%
+$171.2 
LMT Lockheed Martin Corporation
+1.07%
+$89.92 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
+1.06%
+$24.84 
WBD Warner Bros. Discovery, Inc.
+1.04%
+$116.29 
FTNT Fortinet Inc.
+1.04%
+$9.78 
PANW Palo Alto Networks, Inc.
+1.01%
+$27.12 
SNPS Synopsys, Inc.
+1%
+$3.95 
HPQ HP Inc.
+0.99%
+$32 
PEBO Peoples Bancorp Inc.
+0.96%
+$987.62 
ACH Accendra Health, Inc.
+0.94%
+$28.83 
SYY Sysco Corporation
+0.92%
+$186 
BP BP p.l.c. Sponsored ADR
+0.9%
+$92.66 
MSI Motorola Solutions, Inc.
+0.86%
+$134.98 
FDX FedEx Corporation
+0.85%
+$21.04 
DOW Dow Inc.
+0.83%
+$512.29 
PFG Principal Financial Group, Inc.
+0.82%
+$681.5 
DJT Trump Media & Technology Group Corp.
+0.8%
+$3.5 
ADP Automatic Data Processing Inc.
+0.8%
+$240.54 
UPS United Parcel Service, Inc.
+0.79%
+$173.94 
VNM VanEck Vietnam ETF
+0.78%
+$16.52 
PRU Prudential Financial, Inc.
+0.76%
+$86.81 
DXCM DexCom, Inc.
+0.75%
+$162.54 
SCHW Charles Schwab Corporation
+0.75%
+$47.7 
MRNA Moderna, Inc.
+0.74%
+$6.06 
TM Toyota Motor Corporation
+0.74%
+$25.38 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.69%
+$23.04 
NOC Northrop Grumman Corporation
+0.68%
+$1,044 
COLB Columbia Banking System, Inc.
+0.67%
+$563.6 
VRSN Verisign Inc.
+0.67%
+$7.64 
TTD The Trade Desk, Inc. Class A
+0.65%
+$0.63 
IT Gartner Inc.
+0.65%
+$4.38 
XOM Exxon Mobil Corporation
+0.61%
+$3,195.64 
GOOG Alphabet Inc
+0.61%
+$305.52 
GOOGL Alphabet Inc
+0.6%
+$2,280.3 
HBAN Huntington Bancshares Incorporated
+0.6%
+$1,328.8 
MNST Monster Beverage Corporation
+0.58%
+$8 
ETSY Etsy Inc.
+0.58%
+$41.5 
FISV Fiserv, Inc.
+0.58%
+$27.44 
HDSN Hudson Technologies Inc.
+0.56%
+$3.78 
PRK Park National Corporation
+0.54%
+$1,160.13 
C Citigroup Inc.
+0.53%
+$96.36 
CRWD CrowdStrike Holdings, Inc.
+0.51%
+$8.48 
ITW Illinois Tool Works Inc.
+0.48%
+$46.08 
KMX CarMax Inc.
+0.46%
+$57.75 
VZ Verizon Communications Inc.
+0.44%
+$216.04 
INGR Ingredion Inc.
+0.4%
+$405 
SHEL Shell plc
+0.39%
+$132.83 
TCI Transcontinental Realty Investors, Inc.
+0.39%
+$11.7 
UNP Union Pacific Corporation
+0.39%
+$148.5 
COP ConocoPhillips
+0.37%
+$79.56 
PAYX Paychex Inc.
+0.37%
+$0.85 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.36%
+$27.54 
PGR Progressive Corporation
+0.35%
+$1.5 
TFC Truist Financial Corporation
+0.34%
+$264.35 
KO The Coca-Cola Company
+0.32%
+$359.8 
RTX RTX Corporation
+0.28%
+$249.7 
QCOM QUALCOMM Incorporated
+0.27%
+$42.72 
PG Procter & Gamble Co
+0.25%
+$995.77 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.25%
+$56.64 
HUM Humana Inc.
+0.24%
+$1.9 
CMG Chipotle Mexican Grill, Inc.
+0.24%
+$2.81 
CC Chemours Co.
+0.23%
+$7.53 
DLTR Dollar Tree, Inc.
+0.23%
+$81 
DKNG DraftKings Inc.
+0.21%
+$0.6 
CTSH Cognizant Technology Solutions Corporation
+0.21%
+$0.72 
EVRG Evergy Inc.
+0.17%
+$1.82 
MSFT Microsoft Corp.
+0.16%
+$1,729.31 
FE FirstEnergy Corp.
+0.15%
+$73.5 
MGM MGM Resorts International
+0.15%
+$6.06 
NU Nu Holdings Ltd.
+0.13%
+$2 
DE Deere & Company
+0.13%
+$263.61 
CDNS Cadence Design Systems, Inc.
+0.12%
+$0.35 
SON Sonoco Products Co.
+0.11%
+$5.5 
MDLZ Mondelez International, Inc.
+0.11%
+$59.64 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$7,155.2 
NOW ServiceNow, Inc.
+0.05%
+$1.75 
IBMO iShares iBonds Dec 2026 Term ETF
+0.04%
+$3.13 
ING ING Groep N.V. Sponsored ADR
+0.03%
+$3.08 
EPD Enterprise Products Partners L.P.
+0.03%
+$10 
LYV Live Nation Entertainment, Inc.
+0.02%
+$0.03 
NVS Novartis AG Sponsored ADR
+0.01%
+$0.61 
CYBR CyberArk Software Ltd
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HOLX Hologic Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
LUV Southwest Airlines Co.
0%
$0 
SQ Block, Inc.
0%
$0 
TSE Trinseo PLC
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
PCAPU ProCap Acquisition Corp.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 FSSL
FSSL
0%
$0 CBOA
CBOA
0%
$0 H591
H5919C104
0%
$0 AZN
AZN
0%
$0 
OPENL Opendoor Technologies Inc. Series A Warrant
-12.94%
-$0.05 
OPENW Opendoor Technologies Inc. Series K Warrants (Exercise Price $9.00)
-11.97%
-$0.07 
DEFT Defi Technologies Inc.
-8.56%
-$156 
EOLS Evolus Inc.
-7.7%
-$191.4 
OPEN Opendoor Technologies Inc.
-6.67%
-$26.6 
OKLO Oklo Inc.
-6.3%
-$16,080 
HPE Hewlett Packard Enterprise Company
-6.24%
-$367.5 
INTC Intel Corporation
-5.57%
-$236.8 
MP MP Materials Corp.
-5.5%
-$298.5 
DELL Dell Technologies Inc.
-5.34%
-$86,567.1 
SLV iShares Silver Trust
-5.32%
-$1,615 
BHP BHP Group Ltd.
-5.3%
-$479.22 
ORCL Oracle Corporation
-5.23%
-$2,123.46 
MU Micron Technology, Inc.
-4.9%
-$1,259 
WDC Western Digital Corporation
-4.43%
-$64.05 
PAAS Pan American Silver Corp.
-4.22%
-$669 
BSX Boston Scientific Corporation
-4.14%
-$236.22 
BYND Beyond Meat Inc.
-4.13%
-$29.7 
BE Bloom Energy Corporation
-4.03%
-$32,550 
URA Global X Uranium ETF
-4.02%
-$188.5 
CPRT Copart Inc.
-4%
-$6.4 
SMCI Super Micro Computer Inc
-3.98%
-$15.5 
KBH KB Home
-3.96%
-$3,940 
TSEM Tower Semiconductor Ltd.
-3.92%
-$850 
NVTS Navitas Semiconductor Corporation
-3.88%
-$900 
ARM Arm Holdings plc American Depositary Receipt
-3.8%
-$40.2 
WPM Wheaton Precious Metals Corp.
-3.75%
-$3,997.47 
CELH Celsius Holdings Inc.
-3.65%
-$101 
SYM Symbotic Inc. Class A
-3.57%
-$38 
ESTC Elastic N.V.
-3.53%
-$6,120 
MRVL Marvell Technology, Inc.
-3.42%
-$8,050 
AMD Advanced Micro Devices, Inc.
-3.36%
-$17,722.44 
NMRK Newmark Group Inc.
-3.28%
-$200.16 
AKAM Akamai Technologies Inc.
-3.27%
-$195.48 
NIO Nio Inc.
-3.24%
-$600 
QXO Qxo Inc.
-3.19%
-$405 
OPENZ Opendoor Technologies Inc. Series Z Warrant
-3.14%
-$0.01 
SOUN SoundHound AI Inc.
-3.09%
-$55.4 
GIS General Mills, Inc.
-3.06%
-$597.01 
P Everpure Inc.
-2.99%
-$145 
AEM Agnico Eagle Mines Limited
-2.92%
-$2,960 
GEV GE Vernova Inc.
-2.9%
-$963.55 
SCLX Scilex Holding Company
-2.88%
-$0.3 
HUBS HubSpot, Inc.
-2.87%
-$33.02 
SBAC SBA Communications Corporation
-2.85%
-$26.6 
ANIX Anixa Biosciences Inc.
-2.83%
-$80 
CRCL Circle Internet Group, Inc.
-2.82%
-$5,247.6 
PLUG Plug Power Inc.
-2.77%
-$25.92 
CEG Constellation Energy Corporation
-2.7%
-$1,174.38 
SOLS Sollensys Corp
-2.69%
-$127.5 
NLY Annaly Capital Management, Inc.
-2.68%
-$15.12 
SOLV Solventum Corporation
-2.62%
-$82.42 
IGPT Invesco AI and Next Gen Software ETF
-2.6%
-$52.92 
AM Antero Midstream Corporation
-2.5%
-$1,915.2 
IBM International Business Machines Corporation
-2.46%
-$2,671.32 
ARTY iShares Future AI & Tech ETF
-2.46%
-$31.96 
EZA iShares MSCI South Africa ETF
-2.45%
-$54.25 
ASML ASML Holding N.V. New York Registry Shares
-2.43%
-$420.9 
ADBE Adobe Inc.
-2.37%
-$78.39 
NVDA NVIDIA Corporation
-2.36%
-$73,537.58 
MAA Mid-America Apartment Communities, Inc.
-2.35%
-$20.93 
CHW Calamos Global Dynamic Income Fund
-2.33%
-$40 
XHB SPDR S&P Homebuilders ETF
-2.31%
-$2,290 
RYAAY Ryanair Holdings plc American Depositary Receipt
-2.3%
-$3,125 
AMGN Amgen Inc.
-2.25%
-$12,056 
PII Polaris Inc.
-2.24%
-$1,210.3 
CRSP Crispr Therapeutics AG
-2.23%
-$11.9 
PLTR Palantir Technologies Inc.
-2.17%
-$55.05 
DHR Danaher Corporation
-2.11%
-$389.25 
DOV Dover Corporation
-2.11%
-$351.48 
IEMG iShares Core MSCI Emerging Markets ETF
-2.01%
-$262.98 
NEM Newmont Corporation
-2%
-$10.32 
CERS Cerus Corporation
-1.99%
-$78.75 
NKE Nike, Inc. - Class B
-1.98%
-$229.4 
MCHP Microchip Technology Incorporated
-1.96%
-$667.81 
SYK Stryker Corporation
-1.93%
-$6,075.82 
DLR Digital Realty Trust, Inc.
-1.93%
-$548.25 
KDP Keurig Dr Pepper Inc.
-1.93%
-$4.96 
MRK Merck & Co., Inc.
-1.91%
-$1,171.77 
CSCO Cisco Systems, Inc.
-1.82%
-$5,191.91 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.82%
-$54 
SUN Sunoco L.P.
-1.81%
-$141 
ARKK ARK Innovation ETF Fund
-1.8%
-$60.8 
COF Capital One Financial Corporation
-1.79%
-$1,900.08 
FNV Franco-Nevada Corporation
-1.79%
-$829.5 
REGN Regeneron Pharmaceuticals, Inc.
-1.78%
-$14.39 
ABT Abbott Laboratories
-1.77%
-$186 
VKTX Viking Therapeutics Inc.
-1.74%
-$28.5 
GLD SPDR Gold Shares
-1.73%
-$10,749.93 
CCI Crown Castle Inc.
-1.73%
-$16.9 
MPC Marathon Petroleum Corporation
-1.73%
-$241.5 
XAIX Xtrackers AI and Big Data ETF
-1.72%
-$28.69 
IAU iShares Gold Trust
-1.72%
-$1,083 
RXRX Recursion Pharmaceuticals, Inc.
-1.71%
-$3.69 
CX Cemex S.A.B. de C.V. Sponsored ADR
-1.71%
-$88.43 
WYY WidePoint Corporation
-1.71%
-$46.25 
WSM Williams-Sonoma, Inc.
-1.7%
-$7.74 
HOOD Robinhood Markets, Inc.
-1.69%
-$25,350 
Q Qnity Electronics Inc.
-1.68%
-$787.03 
CAH Cardinal Health Inc.
-1.68%
-$12.09 
PH Parker-Hannifin Corporation
-1.56%
-$1,482 
UBS UBS Group AG
-1.55%
-$112.2 
BRBR BellRing Brands Inc.
-1.54%
-$18.41 
CPT Camden Property Trust
-1.54%
-$14.4 
HD The Home Depot, Inc.
-1.53%
-$5,811.96 
STM STMicroelectronics N.V.
-1.53%
-$79 
FFIV F5 Inc.
-1.52%
-$18.45 
ETN Eaton Corporation plc
-1.5%
-$1,248 
SAP SAP SE Sponsored ADR
-1.49%
-$93.6 
ADC Agree Realty Corporation
-1.49%
-$216 
RIET Hoya Capital High Dividend Yield ETF
-1.46%
-$81 
KMI Kinder Morgan, Inc.
-1.45%
-$122.85 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.45%
-$344.75 
JCI Johnson Controls International plc
-1.44%
-$2,943.2 
META Meta Platforms Inc Class A
-1.43%
-$1,428.26 
GEHC GE HealthCare Technologies Inc.
-1.43%
-$28.83 
COIN Coinbase Global, Inc.
-1.4%
-$490.44 
UL Unilever PLC Sponsored American Depositary Receipt
-1.4%
-$27.03 
AMT American Tower Corporation
-1.39%
-$19.52 
XLK State Street Technology Select Sector SPDR ETF
-1.39%
-$2,440.35 
IBIT iShares Bitcoin Trust
-1.38%
-$671.61 
TXG 10x Genomics Inc.
-1.35%
-$19.11 
SCHA Schwab U.S. Small-Cap ETF
-1.35%
-$531.3 
CHD Church & Dwight Co., Inc.
-1.34%
-$10.23 
CP Canadian Pacific Kansas City Limited
-1.34%
-$30.25 
HON Honeywell International Inc.
-1.34%
-$411.12 
HSBC HSBC Holdings plc Sponsored ADR
-1.34%
-$52.17 
ETR Entergy Corporation
-1.32%
-$4.23 
CAT Caterpillar Inc.
-1.29%
-$5,955.84 
DPZ Domino's Pizza Inc.
-1.29%
-$644.8 
IWP iShares Russell Mid-Cap Growth ETF
-1.29%
-$1,039.52 
VEU Vanguard FTSE All-World ex-US ETF
-1.28%
-$405.48 
SMG Scotts Miracle-Gro Co.
-1.26%
-$3,774.24 
DTE DTE Energy Company
-1.26%
-$14,939.92 
SCHM Schwab U.S. Mid-Cap ETF
-1.26%
-$764.51 
DG Dollar General Corporation
-1.24%
-$128.65 
MVIS Microvision Inc.
-1.24%
-$0.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$13,513.5 
MS Morgan Stanley
-1.23%
-$427.68 
CHY Calamos Convertible and High Income Fund
-1.22%
-$93 
POOL Pool Corporation
-1.21%
-$6.48 
MCK McKesson Corporation
-1.21%
-$10.81 
EIX Edison International
-1.2%
-$93.15 
AKRE Akre Focus ETF
-1.2%
-$2,044.05 
UNH UnitedHealth Group Incorporated
-1.19%
-$37.52 
NVO Novo Nordisk A/S Sponsored ADR
-1.19%
-$1,086.5 
EFG iShares MSCI EAFE Growth ETF
-1.18%
-$15.89 
TSLA Tesla, Inc.
-1.15%
-$5,643.44 
SCHF Schwab International Equity ETF
-1.15%
-$57.85 
ULTA Ulta Beauty Inc.
-1.15%
-$6.23 
ON ON Semiconductor Corporation
-1.14%
-$810 
INDA ISHARES MSCI INDIA ETF
-1.13%
-$31.9 
TGT Target Corporation
-1.12%
-$691.68 
DFIS Dimensional International Small Cap ETF
-1.1%
-$33.21 
VXF Vanguard Extended Market ETF
-1.1%
-$11,610.37 
UWMC UWM Holdings Corporation
-1.09%
-$15 
CNQ Canadian Natural Resources Limited
-1.09%
-$39.2 
GTX Garrett Motion Inc.
-1.09%
-$2.1 
RJF Raymond James Financial Inc.
-1.08%
-$76,528.2 
LIN Linde plc
-1.08%
-$7,107.39 
ATO Atmos Energy Corporation
-1.07%
-$1.78 
BGH Barings Global Short Duration High Yield Fund
-1.06%
-$192.15 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$1,194.77 
TXN Texas Instruments Inc
-1.06%
-$304.7 
ICLN iShares Global Clean Energy ETF
-1.05%
-$11.97 
ADI Analog Devices, Inc.
-1.05%
-$2,032.24 
VB Vanguard Small-Cap ETF
-1.04%
-$216,650.37 
GSK GSK plc Sponsored ADR
-1.03%
-$110.5 
VGT Vanguard Information Technology ETF
-1.03%
-$19.84 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1.02%
-$1,089 
CCL Carnival Corporation Ltd.
-1.01%
-$129.95 
NET Cloudflare Inc.
-1.01%
-$19.02 
AVDV Avantis International Small Cap Value ETF
-0.98%
-$47.3 
PDD PDD Holdings Inc. American Depositary Shares
-0.98%
-$770 
AVGO Broadcom Inc.
-0.97%
-$159.75 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-0.97%
-$227.04 
IWF iShares Russell 1000 Growth ETF
-0.97%
-$27,465.2 
AEP American Electric Power Company, Inc.
-0.96%
-$1,069.2 
SCHV Schwab U.S. Large-Cap Value ETF
-0.96%
-$129.03 
IJH iShares Core S&P Mid-Cap ETF
-0.95%
-$244.95 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.95%
-$340 
MMM 3M Company
-0.94%
-$527 
POST Post Holdings Inc.
-0.94%
-$76 
KHC The Kraft Heinz Company
-0.94%
-$58.42 
FEX First Trust Large Cap Core Fund A
-0.93%
-$588.31 
VO Vanguard Mid-Cap ETF
-0.91%
-$262,013.28 
IWR iShares Russell Mid-Cap ETF
-0.91%
-$962 
IEFA iShares Core MSCI EAFE ETF
-0.91%
-$64,070.1 
LNT Alliant Energy Corporation
-0.9%
-$1.83 
YUM Yum! Brands, Inc.
-0.9%
-$660.33 
BCS Barclays PLC Sponsored ADR
-0.89%
-$37.13 
ESPO VanEck Video Gaming and eSports ETF
-0.89%
-$217.6 
GS The Goldman Sachs Group, Inc.
-0.88%
-$189.84 
CMI Cummins Inc.
-0.87%
-$150.04 
BLK BlackRock, Inc.
-0.87%
-$46.55 
VNQ Vanguard Real Estate ETF
-0.86%
-$9.02 
IJR iShares Core S&P Small-Cap ETF
-0.86%
-$1,150.05 
DUK Duke Energy Corporation
-0.85%
-$1,833.72 
PSX Phillips 66
-0.84%
-$488.37 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.84%
-$10.8 
EFA iShares MSCI EAFE ETF
-0.83%
-$19,104.74 
SBUX Starbucks Corporation
-0.82%
-$18.04 
IJS iShares S&P Small-Cap 600 Value ETF
-0.81%
-$273.75 
CTAS Cintas Corporation
-0.8%
-$1.6 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.8%
-$53.2 
FSK FS KKR Capital Corp.
-0.79%
-$53.96 
IUSG iShares Core S&P U.S. Growth ETF
-0.79%
-$4,144.22 
BABA Alibaba Group Holding Limited SP ADR
-0.78%
-$12.75 
WM Waste Management, Inc.
-0.77%
-$45.09 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.77%
-$1,357.56 
QS QuantumScape Corp
-0.77%
-$16.44 
BA Boeing Company
-0.76%
-$12,594.62 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.76%
-$1,057.12 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.76%
-$37.44 
IWS iShares Russell Mid-Cap Value ETF
-0.75%
-$6.25 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.74%
-$191.52 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.74%
-$100.05 
DB Deutsche Bank AG
-0.74%
-$29.7 
MUB iShares National Muni Bond ETF
-0.73%
-$5,622.48 
FENI Fidelity Enhanced International ETF
-0.73%
-$224,642.4 
COR Cencora, Inc.
-0.73%
-$7.07 
VTRS Viatris Inc.
-0.73%
-$30.36 
VTV Vanguard Value ETF
-0.72%
-$187,145.64 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.72%
-$61.5 
MDIV FT Multi-Asset Diversified Income Fund
-0.72%
-$24 
EXC Exelon Corporation
-0.71%
-$137.33 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.71%
-$658.08 
CMS CMS Energy Corporation
-0.7%
-$1,982.4 
ED Consolidated Edison, Inc.
-0.7%
-$8.25 
JMUB JPMorgan Municipal Bond ETF
-0.7%
-$126,794.5 
APA APA Corporation
-0.69%
-$12.4 
YUMC Yum China Holdings Inc.
-0.68%
-$145 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$9,362.98 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.67%
-$1,778.33 
NWG NatWest Group plc Sponsored ADR
-0.67%
-$15.37 
SO The Southern Company
-0.66%
-$1,255.12 
BND Vanguard Total Bond Market Index Fund
-0.66%
-$191,334.18 
NNN NNN REIT, Inc.
-0.63%
-$67.2 
IUSB iShares Core Universal USD Bond ETF
-0.63%
-$51.87 
AGG iShares Core U.S. Aggregate Bond ETF
-0.63%
-$785.68 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.62%
-$124.26 
EGP EastGroup Properties Inc.
-0.62%
-$369 
NTAP NetApp, Inc.
-0.62%
-$1.14 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.61%
-$705.33 
BHF Brighthouse Financial Inc.
-0.61%
-$8.37 
SCHX Schwab U.S. Large-Cap ETF
-0.6%
-$796.32 
VOO Vanguard S&P 500 ETF
-0.6%
-$442,160.4 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$906 
BRCC BRC Inc.
-0.59%
-$0.5 
IVV iShares Core S&P 500 ETF
-0.59%
-$1,458.65 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$10.07 
VYMI Vanguard International High Dividend Yield Index Fund
-0.59%
-$1,055.86 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$3,100.22 
AVY Avery Dennison Corporation
-0.58%
-$929.84 
GILD Gilead Sciences Inc.
-0.58%
-$2,420.04 
NI NiSource Inc.
-0.58%
-$0.96 
PNW Pinnacle West Capital Corporation
-0.58%
-$57.68 
XLE Energy Select Sector SPDR Fund
-0.57%
-$278.98 
WOMN Impact Shares YWCA Women's Empowerment ETF
-0.56%
-$50 
SRI Stoneridge Inc.
-0.55%
-$8.8 
VYM Vanguard High Dividend Yield ETF
-0.55%
-$3,240.9 
LRGF iShares U.S. Equity Factor ETF
-0.55%
-$38.27 
NRDS NerdWallet Inc.
-0.53%
-$13.25 
WDAY Workday Inc.
-0.52%
-$4.8 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.52%
-$130.5 
SDY SPDR S&P Dividend ETF
-0.51%
-$57.72 
PFE Pfizer Inc.
-0.5%
-$286.58 
VUG Vanguard Growth ETF
-0.5%
-$14,839.44 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.49%
-$17.64 
CVX Chevron Corporation
-0.49%
-$632.1 
HACK Amplify Cybersecurity ETF
-0.49%
-$162.54 
DD DuPont de Nemours, Inc.
-0.48%
-$154.23 
BETZ Roundhill Sports Betting & iGaming ETF
-0.48%
-$12.6 
EWM iShares MSCI Malaysia ETF
-0.46%
-$7.93 
USMV iShares MSCI USA Min Vol Factor ETF
-0.46%
-$620.08 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$23,217.92 
ROP Roper Technologies Inc.
-0.45%
-$3.54 
LVHI Franklin International Low Volatility High Dividend ETF
-0.45%
-$88.73 
DECK Deckers Outdoor Corporation
-0.45%
-$0.72 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.44%
-$158.3 
IAGG iShares International Aggregate Bond Fund
-0.43%
-$1.5 
CRM Salesforce Inc
-0.43%
-$24.15 
TMO Thermo Fisher Scientific Inc.
-0.42%
-$28.16 
GE General Electric Company
-0.42%
-$194.48 
ASIX AdvanSix Inc.
-0.41%
-$0.21 
RY Royal Bank of Canada
-0.41%
-$21.97 
BUD Anheuser-Busch InBev S.A. ADR
-0.41%
-$15.85 
AVUV Avantis U.S. Small Cap Value ETF
-0.4%
-$72,554.5 
MA Mastercard Incorporated
-0.39%
-$89.79 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.38%
-$1,063.2 
RPM RPM International Inc.
-0.38%
-$572.28 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
-0.38%
-$30.02 
INTU Intuit Inc.
-0.37%
-$7.02 
DTM Dt Midstream Inc.
-0.36%
-$909.44 
BSV Vanguard Short-Term Bond ETF
-0.34%
-$121.9 
IUSV iShares Core S&P U.S. Value ETF
-0.34%
-$421.98 
EFV iShares MSCI EAFE Value ETF
-0.34%
-$5.32 
AXP American Express Company
-0.34%
-$610.4 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.33%
-$34.5 
JPM JPMorgan Chase & Co.
-0.33%
-$9,332.2 
CTVA Corteva Inc.
-0.32%
-$201.69 
LYB LyondellBasell Industries N.V.
-0.31%
-$2.6 
CSGP CoStar Group, Inc.
-0.3%
-$1.35 
SNY Sanofi American Depositary Receipt
-0.3%
-$4.94 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.3%
-$153.9 
AWK American Water Works Company, Inc.
-0.3%
-$2.94 
MDT Medtronic plc
-0.29%
-$27 
REZI Resideo Technologies Inc.
-0.29%
-$0.6 
JRI Nuveen Real Asset Income and Growth Fund
-0.29%
-$14.42 
KRG Kite Realty Group Trust
-0.27%
-$45.08 
JNJ Johnson & Johnson
-0.27%
-$2,432.46 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.26%
-$85.08 
VGSH Vanguard Short-Term Treasury Fund
-0.24%
-$39.06 
FTCS First Trust Capital Strength ETF
-0.24%
-$178.94 
AFL Aflac Inc.
-0.23%
-$17.01 
NEE NextEra Energy, Inc.
-0.23%
-$23.56 
OXY Occidental Petroleum Corporation
-0.23%
-$28 
KMB Kimberly-Clark Corporation
-0.22%
-$1.76 
SPOT Spotify Technology S.A.
-0.22%
-$4.54 
OXY-WT Occidental Petroleum Corporation
-0.2%
-$2 
AMZN Amazon.com Inc
-0.2%
-$264.69 
SDOG ALPS Sector Dividend Dogs ETF
-0.2%
-$19.6 
HDV iShares Core High Dividend ETF
-0.19%
-$130.35 
MCD McDonald's Corporation
-0.17%
-$154.44 
CL Colgate-Palmolive Company
-0.17%
-$2.4 
HLN Haleon Plc - ADR
-0.16%
-$33.23 
PPL PPL Corporation
-0.16%
-$1.21 
BAC Bank of America Corporation
-0.16%
-$80 
SHOP Shopify Inc.
-0.15%
-$0.38 
HCA HCA Healthcare Inc.
-0.14%
-$634.14 
WAB Wabtec Corporation
-0.13%
-$2.96 
LLY Eli Lilly and Company
-0.13%
-$79.2 
EPAM Epam Systems Inc.
-0.12%
-$0.14 
TMUS T-Mobile US, Inc.
-0.1%
-$0.18 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
-0.1%
-$197.64 
CVS CVS Health Corporation
-0.08%
-$3.75 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.08%
-$6.26 
WMT Walmart Inc.
-0.07%
-$402.71 
TEL TE Connectivity plc
-0.05%
-$9 
DRLL Strive U.S. Energy ETF
-0.05%
-$19.14 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.04%
-$15.51 
V Visa Inc. Class A
-0.03%
-$12.6 
PEP PepsiCo, Inc.
-0.03%
-$109.64 
NFLX Netflix, Inc.
-0.03%
-$2.8 
COST Costco Wholesale Corporation
-0.02%
-$67.98 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$1.67 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$7.72 
NSC Norfolk Southern Corporation
-0.01%
-$4.2 Events
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Dividends
Dividend Analysis
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| Trades 5956 | Longs Won 3413/5956 57% | Profit Factor 8.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $288,986.9 |
| Average Win $39,102.29 | Best Trade (Aug 14) $17.52M | Sharpe Ratio -23.84 |
| Average Loss -$6,085.17 | Worst Trade (Sep 30) -$1.26M | Z-Score 0.72 (52.61%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 1d | Expectancy $19,810.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,191 | $2.39M | $3.98M | - | $1.59M | 66.47% | +3.561% |
| ABBV AbbVie Inc. | 1,464 | $230,061.04 | $373,334.64 | - | $143,273.6 | 62.28% | +1.634% |
| ABT Abbott Laboratories | 100 | $11,310.38 | $10,337 | - | -$973.38 | -8.61% | -1.768% |
| ACH Accendra Health, Inc. | 2,883 | $123,844.05 | $3,113.64 | - | -$120,730.41 | -97.49% | +0.935% |
| ACN Accenture plc Class A | 80 | $21,464 | $14,235.2 | - | -$7,228.8 | -33.68% | +1.217% |
| ADBE Adobe Inc. | 13 | $4,550 | $3,234.79 | - | -$1,315.21 | -28.91% | -2.366% |
| ADC Agree Realty Corporation | 200 | $14,272 | $14,302 | - | $30 | 0.21% | -1.488% |
| ADI Analog Devices, Inc. | 532 | $94,118.87 | $192,185 | - | $98,066.13 | 104.19% | -1.046% |
| ADP Automatic Data Processing Inc. | 114 | $27,857.21 | $30,475.62 | - | $2,618.41 | 9.4% | +0.796% |
| AEM Agnico Eagle Mines Limited | 500 | $29,825 | $98,325 | - | $68,500 | 229.67% | -2.922% |
| AEP American Electric Power Company, Inc. | 891 | $79,479.45 | $110,011.77 | - | $30,532.32 | 38.42% | -0.963% |
| AFL Aflac Inc. | 63 | $4,337.94 | $7,211.61 | - | $2,873.67 | 66.25% | -0.235% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,288 | $125,610.38 | $123,738.16 | - | -$1,872.22 | -1.49% | -0.631% |
| AKAM Akamai Technologies Inc. | 54 | $4,337.18 | $5,785.02 | - | $1,447.84 | 33.38% | -3.269% |
| AKRE Akre Focus ETF | 2,991 | $195,941 | $168,771.96 | - | -$27,169.04 | -13.87% | -1.197% |
| AM Antero Midstream Corporation | 3,360 | $35,534.57 | $74,827.2 | - | $39,292.63 | 110.58% | -2.496% |
| AMD Advanced Micro Devices, Inc. | 1,013 | $216,945 | $510,146.8 | - | $293,201.8 | 135.15% | -3.357% |
| AMGN Amgen Inc. | 1,370 | $310,926.97 | $523,983.9 | - | $213,056.93 | 68.52% | -2.249% |
| AMT American Tower Corporation | 8 | $1,405 | $1,383.92 | - | -$21.08 | -1.5% | -1.391% |
| AMZN Amazon.com Inc | 519 | $113,909.95 | $130,730.91 | - | $16,820.96 | 14.77% | -0.202% |
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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 - $12.25M, Vanguard Value ETF - $6.25M, iShares Core MSCI EAFE ETF - $5.54M, Vanguard Mid-Cap ETF - $4.84M, and Vanguard Total Bond Market Index Fund - $3.6M. 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 - $403,175.04, 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 $25.35M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $3.95M, Vanguard S&P 500 ETF - $3.23M, Vanguard Value ETF - $2.64M, Vanguard Mid-Cap ETF - $1.7M, and JPMorgan Municipal Bond 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.
