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:
112.37%
Gain -0.59%
Monthly
1%
Yearly
12.64%
Drawdown
26.76%
$335.75M
Equity
Holdings
$335.75M
Investment
$256.55M
$114.86M
Profit -$1.39M
Realized
$35.67M
Unrealized
$79.19M
Dividends
$26.14M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.59%
Profit
-$1.39M
Win %
73%
This Week
Compared To Last Week
Gain
0.24%
Profit
$798,656.34
Win %
73%
This Month
Compared to last month
Gain
1.12%
Profit
$3.7M
Win %
73%
This Year
Compared to last year
Gain
8.52%
Profit
$26.36M
Win %
73%
UWMC UWM Holdings Corporation Class A Common Stock
+16.52%
+$190 
CCI Crown Castle Inc.
+9.1%
+$93.21 
NET Cloudflare, Inc. Class A Common Stock
+7.9%
+$143.94 
ANIX Anixa Biosciences, Inc.
+7.73%
+$215 
PANW Palo Alto Networks, Inc.
+6.86%
+$194.8 
CRWD CrowdStrike Holdings, Inc.
+6.85%
+$130.44 
APA APA Corporation
+5.21%
+$103 
OXY-WT Occidental Petroleum Corporation
+4.77%
+$48.25 
DVN Devon Energy Corporation
+4.7%
+$6,930 
MVIS MicroVision, Inc.
+4.39%
+$0.7 
BRR ProCap Financial, Inc.
+4.09%
+$63.04 
COP ConocoPhillips
+3.99%
+$905.58 
HACK Amplify Cybersecurity ETF
+3.94%
+$1,453.83 
ESTC Elastic N.V.
+3.73%
+$7,330 
COLB Columbia Banking System, Inc.
+3.55%
+$2,987.08 
HPE Hewlett Packard Enterprise Company
+3.53%
+$196 
OXY Occidental Petroleum Corp.
+3.31%
+$414 
P Everpure Inc. Class A Common Stock
+3.3%
+$200 
MU Micron Technology Inc.
+3.27%
+$700.5 
CIBR First Trust Nasdaq Cybersecurity ETF
+3.04%
+$1,690.2 
FTNT Fortinet, Inc.
+3.02%
+$31.32 
AMT American Tower Corporation
+2.85%
+$41.44 
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF
+2.75%
+$639.56 
DOW Dow Inc.
+2.75%
+$1,829.62 
XLE State Street Energy Select Sector SPDR ETF
+2.69%
+$1,368.51 
TXG 10x Genomics Inc. Class A Common Stock
+2.67%
+$39.16 
KMI Kinder Morgan Inc.
+2.58%
+$234.9 
BP BP Plc Sponsored ADR
+2.56%
+$289.28 
CVX Chevron Corporation
+2.54%
+$3,473.55 
DRLL Strive U.S. Energy ETF
+2.53%
+$1,076.62 
LMT Lockheed Martin Corporation
+2.5%
+$235.68 
ISRG Intuitive Surgical Inc.
+2.49%
+$99.63 
AKAM Akamai Technologies, Inc.
+2.42%
+$119.34 
NU Nu Holdings Ltd. Class A Ordinary Shares
+2.38%
+$35 
XOM ExxonMobil Holdings Corporation
+2.34%
+$13,193.88 
MRVL Marvell Technology Inc.
+2.31%
+$5,170 
CNQ Canadian Natural Resources Ltd.
+2.26%
+$85.4 
SNPS Synopsys Inc.
+2.25%
+$9.52 
CDNS Cadence Design Systems, Inc.
+2.21%
+$6.86 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.2%
+$836.47 
SBAC SBA Communications Corporation
+2.15%
+$19.15 
DELL Dell Technologies Inc. Class C Common Stock
+2.05%
+$28,118.37 
EPD Enterprise Products Partners L.P.
+1.96%
+$715 
AMD Advanced Micro Devices Inc.
+1.96%
+$10,064.17 
RXRX Recursion Pharmaceuticals, Inc. Class A Common Stock
+1.96%
+$4.69 
KBH KB Home
+1.86%
+$1,720 
TXN Texas Instruments Inc.
+1.82%
+$559.9 
LYB LyondellBasell Industries N.V.
+1.65%
+$14.04 
INTC Intel Corporation
+1.64%
+$56 
ORCL Oracle Corporation
+1.61%
+$507.02 
GSG iShares S&P GSCI Commodity-Indexed Trust
+1.61%
+$345.1 
NTAP NetApp, Inc.
+1.58%
+$3.36 
AM Antero Midstream Corporation Common Stock
+1.53%
+$1,058.4 
JCI Johnson Controls International plc
+1.29%
+$2,617.75 
CSCO Cisco Systems, Inc.
+1.25%
+$3,430.84 
QCOM QUALCOMM Incorporated
+1.23%
+$189.57 
DTM DT Midstream, Inc.
+1.2%
+$2,891 
EWZ iShares MSCI Brazil ETF
+1.2%
+$25.5 
ADI Analog Devices, Inc.
+1.18%
+$2,415.27 
HUBS HubSpot, Inc. Common Stock
+1.14%
+$15.2 
CERS Cerus Corporation
+1.08%
+$39.37 
IGPT Invesco AI and Next Gen Software ETF
+1.08%
+$19.74 
SWKS Skyworks Solutions, Inc.
+1.01%
+$83 
DOV Dover Corporation
+0.99%
+$168.34 
WYY WidePoint Corp.
+0.92%
+$15 
SUN Sunoco LP
+0.9%
+$65.5 
ASML ASML Holding N.V. NY Registered Shares
+0.85%
+$132.3 
HDSN Hudson Technologies, Inc.
+0.84%
+$5.67 
HCA HCA Healthcare, Inc.
+0.82%
+$4,178.82 
Q Qnity Electronics Inc.
+0.8%
+$324.51 
XAIX Xtrackers Artificial Intelligence & Big Data ETF
+0.78%
+$12.51 
ARM Arm Holdings plc ADR
+0.75%
+$6.32 
CX Cemex S.A.B. de C.V. Sponsored ADR
+0.74%
+$35.85 
VGT Vanguard Information Technology ETF
+0.73%
+$13.92 
XLK State Street Technology Select Sector SPDR ETF
+0.72%
+$1,224.85 
CELH Celsius Holdings Inc.
+0.7%
+$20 
ABT Abbott Laboratories
+0.69%
+$71 
BYND Beyond Meat Inc.
+0.69%
+$3.3 
VNM VanEck Vietnam ETF
+0.67%
+$13.57 
JRI Nuveen Real Asset Income and Growth Fund
+0.66%
+$28.83 
FFIV F5, Inc.
+0.65%
+$8.76 
MSFT Microsoft Corporation Common Stock
+0.64%
+$7,333.11 
NOW ServiceNow Inc.
+0.61%
+$24 
DD DuPont de Nemours, Inc.
+0.61%
+$203.97 
HON Honeywell International Inc.
+0.6%
+$195.84 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
+0.59%
+$13.5 
ARTY iShares Future AI & Tech ETF
+0.59%
+$6.88 
VRSN VeriSign, Inc.
+0.58%
+$7.12 
AVGO Broadcom Inc.
+0.56%
+$81.9 
SHOP Shopify Inc.
+0.52%
+$1.76 
BA The Boeing Company
+0.43%
+$6,417.6 
SPOT Spotify Technology S.A.
+0.43%
+$9.96 
IBM International Business Machines Corporation
+0.38%
+$429.4 
PLUG Plug Power Inc.
+0.36%
+$2.16 
BHP BHP Group Ltd. Sponsored ADR
+0.36%
+$27.44 
IEMG iShares Core MSCI Emerging Markets ETF
+0.34%
+$40.82 
HUM Humana Inc.
+0.34%
+$2.88 
FSLR First Solar Inc.
+0.33%
+$0.56 
HBAN HubSpot Inc.
+0.3%
+$625.86 
CMI Cummins Inc.
+0.28%
+$44.95 
MPC Marathon Petroleum Corp.
+0.27%
+$43.05 
QQQ Invesco QQQ Trust, Series 1
+0.26%
+$292.02 
DXCM DexCom Inc.
+0.25%
+$50.31 
EWM iShares MSCI Malaysia ETF
+0.23%
+$3.66 
FBTC Fidelity Wise Origin Bitcoin Fund
+0.22%
+$54.25 
SMG The Scotts Miracle-Gro Company
+0.21%
+$655.25 
ARKK ARK Innovation ETF
+0.18%
+$6 
SYK Stryker Corp.
+0.18%
+$627.56 
ABBV AbbVie Inc.
+0.17%
+$732 
IBIT iShares Bitcoin Trust ETF
+0.17%
+$88.08 
PDD PDD Holdings Inc. American Depositary Receipt
+0.16%
+$130 
MDIV First Trust Multi-Asset Diversified Income Index Fund
+0.15%
+$4.94 
JMUB JPMorgan Municipal ETF
+0.12%
+$22,375.5 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.11%
+$3.23 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.1%
+$7.83 
DE Deere & Company
+0.09%
+$172.71 
MUB iShares National Muni Bond ETF
+0.08%
+$591.84 
MSI Motorola Solutions, Inc.
+0.07%
+$10.54 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$43.8 
GEV GE Vernova Inc.
+0.04%
+$12.6 
GEHC GE HealthCare Technologies Inc.
+0.04%
+$0.93 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$15.35 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$15.29 
PSX Phillips 66
+0.03%
+$15.61 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$1,988.32 
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 
TSE Trinseo PLC
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
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 
BE Bloom Energy Corp. Class A Common Stock
-12.59%
-$82,245 
OPENW Opendoor Technologies Inc. Series K Warrants (Exercise Price $9.00)
-10.75%
-$0.03 
T AT&T Inc.
-6.62%
-$3,765.51 
ACH Accendra Health Inc.
-6.59%
-$40.07 
TMUS T-Mobile US Inc.
-6.2%
-$9.85 
OPENL Opendoor Technologies Inc. Series A Warrant
-6.12%
-$0.02 
DECK Deckers Outdoor Corporation
-5.95%
-$10.14 
DG Dollar General Corp.
-5.94%
-$685.58 
DLTR Dollar Tree Inc.
-5.88%
-$2,310 
EOLS Evolus Inc.
-5.4%
-$116 
MGM MGM Resorts International
-5.19%
-$154.53 
QXO QXO Inc.
-5.08%
-$560 
OPENZ Opendoor Technologies Inc. Series Z Warrant
-4.91%
-$0.01 
SCLX Scilex Holding Co.
-4.86%
-$0.24 
VKTX Viking Therapeutics, Inc.
-4.72%
-$61 
ACN Accenture plc
-4.52%
-$935.2 
NCLH Norwegian Cruise Line Holdings Ltd.
-3.99%
-$124 
CTSH Cognizant Technology Solutions Corp. Class A Common Stock
-3.93%
-$17.4 
NVS Novartis AG Sponsored ADR
-3.87%
-$369.05 
NEM Newmont Corporation
-3.79%
-$17.28 
CCL Carnival Corporation Ltd.
-3.79%
-$579.12 
CL Colgate-Palmolive Co.
-3.68%
-$57.28 
AXP American Express Company
-3.66%
-$6,661.21 
SRI Stoneridge, Inc.
-3.54%
-$46.2 
KMX CarMax Inc.
-3.51%
-$390.6 
WSM Williams-Sonoma, Inc.
-3.47%
-$18.08 
YUM Yum! Brands, Inc.
-3.39%
-$2,648.91 
TGT Target Corp.
-3.35%
-$2,078.97 
HSY The Hershey Company Common Stock
-3.31%
-$29.05 
DJT Trump Media & Technology Group Corp.
-3.18%
-$10.5 
BRBR BellRing Brands Inc.
-3.08%
-$38.1 
HD The Home Depot, Inc.
-3.06%
-$12,258.85 
RPM RPM International Inc.
-3.05%
-$4,668.6 
CHD Church & Dwight Co., Inc.
-3.01%
-$26.24 
LLY Eli Lilly and Company
-2.95%
-$2,123.27 
SYY Sysco Corp.
-2.92%
-$608.84 
NMRK Newmark Group Inc. Class A Common Stock
-2.88%
-$141.78 
PII Polaris Inc.
-2.87%
-$1,478.75 
PRU Prudential Financial, Inc.
-2.81%
-$321.56 
F Ford Motor Co.
-2.76%
-$4,642.44 
PG The Procter & Gamble Company
-2.73%
-$12,678.6 
SOLV Solventum Corporation
-2.72%
-$83.3 
MFC Manulife Financial Corporation
-2.71%
-$83.98 
RYAAY Ryanair Holdings plc Sponsored ADR
-2.65%
-$3,562.5 
CMG Chipotle Mexican Grill, Inc.
-2.63%
-$24.42 
KO The Coca-Cola Company
-2.62%
-$3,212.5 
PEP PepsiCo, Inc.
-2.62%
-$9,949.83 
CTVA Corteva Inc.
-2.6%
-$250.25 
EGP EastGroup Properties, Inc.
-2.59%
-$1,575 
XYZ Block Inc. Class A Common Stock
-2.58%
-$8.16 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.57%
-$1,425.14 
POST Post Holdings, Inc. Common Stock
-2.52%
-$207 
FISV Fiserv, Inc.
-2.5%
-$124.46 
WDC Western Digital Corp.
-2.48%
-$26.37 
GIS General Mills Inc.
-2.46%
-$454.99 
INTU Intuit Inc.
-2.46%
-$52.32 
EPAM EPAM Systems, Inc.
-2.41%
-$3.35 
DEFT DeFi Technologies Inc.
-2.37%
-$29.7 
MNST Monster Beverage Corporation
-2.37%
-$35.84 
CAT Caterpillar Inc.
-2.33%
-$9,238.31 
KMB Kimberly-Clark Corporation
-2.32%
-$20.88 
VTRS Viatris Inc.
-2.3%
-$107.53 
OKLO Oklo Inc. Class A Common Stock
-2.18%
-$3,540 
CSGP CoStar Group, Inc.
-2.17%
-$11.55 
GE General Electric Company
-2.16%
-$905.19 
BLK BlackRock, Inc.
-2.15%
-$122.55 
MO Altria Group, Inc.
-2.15%
-$13,781.42 
MOH Molina Healthcare Inc.
-2.14%
-$13.92 
TCI Transcontinental Realty Investors, Inc.
-2.13%
-$81.12 
UBER Uber Technologies Inc.
-2.13%
-$33.81 
NKE Nike, Inc. Class B Common Stock
-2.11%
-$251.1 
NSC Norfolk Southern Corp.
-2.11%
-$1,497.3 
ULTA Ulta Beauty, Inc.
-2.1%
-$13.34 
ETSY Etsy Inc.
-2.09%
-$190 
AFL Aflac Incorporated
-2.05%
-$159.39 
GTX Garrett Motion Inc.
-2.04%
-$3.15 
MCD McDonald's Corporation
-2.04%
-$1,811.16 
BF-B Brown-Forman Corporation
-2.04%
-$325.95 
MUFG Mitsubishi UFJ Financial Group, Inc. ADR
-2.03%
-$62.64 
NRDS NerdWallet Inc. Class A Common Stock
-2.02%
-$59.62 
ADBE Adobe Inc.
-1.96%
-$68.77 
ING ING Groep N.V. Sponsored ADR
-1.94%
-$194.04 
INDA iShares MSCI India ETF
-1.91%
-$52.49 
BABA Alibaba Group Holding Ltd. ADR
-1.91%
-$29.18 
PAAS Pan American Silver Corp.
-1.9%
-$234 
HPQ HP Inc.
-1.82%
-$61.5 
WIX Wix.com Ltd.
-1.8%
-$28.21 
PFG Principal Financial Group Inc.
-1.8%
-$1,435.5 
WPM Wheaton Precious Metals Corp.
-1.8%
-$1,511.82 
MA Mastercard Inc. Class A Common Stock
-1.79%
-$465.35 
BHF Brighthouse Financial Inc.
-1.79%
-$22.41 
LUV Southwest Airlines Co.
-1.74%
-$59.13 
UNH UnitedHealth Group Inc.
-1.73%
-$58.8 
BRCC BRC Inc. Class A Common Stock
-1.71%
-$1.9 
FDX FedEx Corp.
-1.7%
-$41.28 
MS Morgan Stanley Common Stock
-1.69%
-$502.2 
REGN Regeneron Pharmaceuticals, Inc.
-1.68%
-$13.77 
PH Parker-Hannifin Corporation
-1.68%
-$1,500 
RTX RTX Corporation
-1.68%
-$1,484.58 
VZ Verizon Communications Inc.
-1.67%
-$741.41 
JNJ Johnson & Johnson
-1.67%
-$15,297.06 
CRSP CRISPR Therapeutics AG
-1.64%
-$8.2 
UNP Union Pacific Corp.
-1.63%
-$657.45 
KHC The Kraft Heinz Company
-1.59%
-$101.6 
MRK Merck & Co., Inc.
-1.58%
-$969.53 
CAH Cardinal Health, Inc.
-1.57%
-$12.06 
COF Capital One Financial Corp.
-1.55%
-$1,592.63 
WMT Walmart Inc.
-1.54%
-$10,700.58 
AMGN Amgen Inc. Common Stock
-1.51%
-$9,233.8 
NNN NNN REIT, Inc.
-1.48%
-$150 
BUD Anheuser-Busch InBev SA/NV Sponsored ADR
-1.46%
-$62.5 
HSBC HSBC Holdings plc Sponsored ADR
-1.44%
-$48.84 
BSX Boston Scientific Corp.
-1.41%
-$82.55 
DPZ Domino's Pizza, Inc.
-1.4%
-$690.53 
UL Unilever PLC Sponsored ADR
-1.4%
-$28.98 
AEP American Electric Power Company, Inc.
-1.39%
-$1,621.62 
COR Cencora Inc.
-1.39%
-$14.13 
MAA Mid-America Apartment Communities, Inc.
-1.39%
-$11.76 
NWG NatWest Group plc Sponsored ADR
-1.38%
-$28.91 
JPM JPMorgan Chase & Co.
-1.38%
-$37,328.88 
PPL PPL Corporation
-1.37%
-$10.67 
INGR Ingredion Incorporated
-1.37%
-$1,330 
PFE Pfizer Inc.
-1.36%
-$849.5 
RDDT Reddit Inc. Class A Common Stock
-1.36%
-$2,040 
BCS Barclays PLC Sponsored ADR
-1.34%
-$46.61 
FTCS First Trust Capital Strength ETF
-1.34%
-$1,062.9 
KDP Keurig Dr Pepper Inc.
-1.34%
-$3.76 
AKRE Akre Focus ETF
-1.32%
-$2,392.8 
COST Costco Wholesale Corp
-1.32%
-$4,165.33 
C Citigroup Inc.
-1.31%
-$211.86 
CMS CMS Energy Corporation Common Stock
-1.3%
-$3,778.95 
AEM Agnico Eagle Mines Limited
-1.27%
-$1,119.99 
BGH Barings Global Short Duration High Yield Fund
-1.27%
-$204.96 
SBUX Starbucks Corp.
-1.27%
-$28.49 
NVO Novo Nordisk A/S Sponsored ADR
-1.27%
-$1,025 
MMM 3M Company
-1.26%
-$754.8 
EIX Edison International
-1.24%
-$97.2 
OPEN Opendoor Technologies Inc.
-1.24%
-$3.33 
V Visa Inc. Class A
-1.23%
-$534.45 
SLV iShares Silver Trust
-1.22%
-$300 
ITW Illinois Tool Works Inc.
-1.21%
-$122.04 
NI NiSource Inc.
-1.2%
-$2.1 
FSK FS KKR Capital Corp.
-1.19%
-$71 
NFLX Netflix Inc.
-1.19%
-$111.3 
CVS CVS Health Corporation Common Stock
-1.19%
-$56 
GSK GSK plc ADR
-1.17%
-$132.6 
NLY Annaly Capital Management, Inc.
-1.17%
-$5.37 
EXC Exelon Corp.
-1.17%
-$232.57 
AVY Avery Dennison Corporation
-1.17%
-$2,039.04 
LNT Alliant Energy Corporation
-1.17%
-$2.46 
CC The Chemours Company
-1.15%
-$32.25 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.14%
-$229.14 
ADC Agree Realty Corp.
-1.13%
-$152 
CPT Camden Property Trust
-1.13%
-$10.44 
COIN Coinbase Global Inc. Class A Common Stock
-1.12%
-$381.9 
DTE DTE Energy Company
-1.12%
-$12,942.12 
SO The Southern Company
-1.11%
-$2,261.38 
SNY Sanofi ADR
-1.11%
-$17.67 
PM Philip Morris International Inc.
-1.1%
-$2,401.72 
ESPO VanEck Video Gaming and eSports ETF
-1.1%
-$284.16 
IT Gartner Inc.
-1.09%
-$10.26 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1.09%
-$294.12 
ICLN iShares Global Clean Energy ETF
-1.08%
-$11.03 
CP Canadian Pacific Kansas City Ltd.
-1.08%
-$24.37 
OUSA ALPS O'Shares U.S. Quality Dividend ETF
-1.07%
-$2,223.45 
FE FirstEnergy Corp.
-1.05%
-$514.5 
CRM Salesforce, Inc.
-1.03%
-$59.11 
SDY State Street SPDR S&P Dividend ETF
-1.02%
-$121.36 
TMO Thermo Fisher Scientific Inc.
-1.02%
-$75.9 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-1.01%
-$363.37 
SCHW The Charles Schwab Corporation
-1.01%
-$55.2 
SOUN SoundHound AI, Inc. Class A Common Stock
-1%
-$12.46 
FNV Franco-Nevada Corporation
-0.97%
-$393.75 
ON ON Semiconductor Corporation
-0.97%
-$710 
ETR Entergy Corporation Common Stock
-0.97%
-$3.13 
HLN Haleon Plc ADR
-0.96%
-$221.5 
BRK-B Berkshire Hathaway Inc.
-0.96%
-$94,359.2 
ADP Automatic Data Processing Inc.
-0.96%
-$336.3 
GS The Goldman Sachs Group, Inc.
-0.96%
-$178.92 
EVRG Evergy Inc.
-0.94%
-$10.4 
DHR Danaher Corp.
-0.94%
-$194.4 
MCK McKesson Corporation
-0.93%
-$9.36 
ED Consolidated Edison Inc.
-0.92%
-$11.77 
ATO Atmos Energy Corporation
-0.91%
-$1.58 
PNW Pinnacle West Capital Corporation
-0.9%
-$98.88 
WAB Wabtec Corporation
-0.9%
-$19.84 
UBS UBS Group AG
-0.89%
-$54.78 
TTWO Take-Two Interactive Software, Inc.
-0.88%
-$7.34 
TTD The Trade Desk, Inc. Class A Common Stock
-0.87%
-$0.81 
CHW Calamos Global Dynamic Income Fund
-0.84%
-$13 
ASIX AdvanSix Inc.
-0.83%
-$0.39 
CPRT Copart, Inc.
-0.82%
-$1.2 
NVTS Navitas Semiconductor Corporation
-0.82%
-$140 
XHB SPDR S&P Homebuilders ETF
-0.82%
-$810 
DB Deutsche Bank AG
-0.79%
-$24.75 
EZA iShares MSCI South Africa ETF
-0.78%
-$15.5 
EBAY eBay Inc.
-0.77%
-$1.88 
VIG Vanguard Dividend Appreciation ETF
-0.76%
-$40,016.13 
PAYX Paychex Inc.
-0.76%
-$1.8 
TM Toyota Motor Corporation Sponsored ADR
-0.76%
-$27 
SYM Symbotic Inc. Class A Common Stock
-0.74%
-$7.52 
SDOG ALPS Sector Dividend Dogs ETF
-0.74%
-$76.3 
DUK Duke Energy Corporation
-0.74%
-$1,663.77 
BAC Bank of America Corporation
-0.73%
-$300 
AVDV Avantis International Small Cap Value ETF
-0.72%
-$32.9 
IAU iShares Gold Trust
-0.71%
-$406.6 
RSP Invesco S&P 500 Equal Weight ETF
-0.7%
-$9,811.89 
GLD SPDR Gold Shares
-0.7%
-$3,955.23 
AWK American Water Works Company, Inc.
-0.68%
-$6.86 
CRCL Circle Internet Group, Inc. Class A
-0.68%
-$1,180 
ELV Elevance Health, Inc.
-0.67%
-$491.7 
CHY Calamos Convertible and High Income Fund
-0.67%
-$45 
CEG Constellation Energy Corporation
-0.66%
-$248.64 
TSLA Tesla, Inc.
-0.65%
-$3,221.01 
RJF Raymond James Financial, Inc.
-0.64%
-$40,882.17 
MDT Medtronic plc
-0.63%
-$61 
VTV Vanguard Morningstar Value ETF
-0.63%
-$165,196.46 
UPS United Parcel Service, Inc. Class B Common Stock
-0.63%
-$142.72 
KRG Kite Realty Group Trust
-0.63%
-$99.82 
FENI Fidelity Enhanced International ETF
-0.62%
-$183,457.96 
DFIS DFA International Small Company I
-0.62%
-$17.82 
RY Royal Bank of Canada
-0.61%
-$31.98 
EFG iShares MSCI EAFE Growth ETF
-0.61%
-$7.92 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.6%
-$7.5 
SCHV Schwab U.S. Large-Cap Value ETF
-0.59%
-$80.16 
BETZ Roundhill Sports Betting & iGaming ETF
-0.59%
-$13.67 
GOOGL Alphabet Inc
-0.58%
-$2,148.84 
PGR The Progressive Corporation
-0.58%
-$2.66 
SMCI Super Micro Computer Inc.
-0.58%
-$1.95 
VYM Vanguard High Dividend Yield ETF
-0.57%
-$3,348.97 
AMZN Amazon.com Inc
-0.56%
-$731.79 
SAP SAP SE Sponsored ADR
-0.56%
-$40.5 
IEFA iShares Core MSCI EAFE ETF
-0.55%
-$37,730.17 
XJH iShares ESG Select Screened S&P Mid-Cap ETF
-0.54%
-$732.2 
AAPL Apple Inc.
-0.54%
-$22,736.22 
EFA iShares MSCI EAFE ETF
-0.53%
-$11,806.3 
IUSV iShares Core S&P U.S. Value ETF
-0.53%
-$665.43 
STZ Constellation Brands Inc. Class A
-0.53%
-$4.41 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.52%
-$133.11 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-0.52%
-$121.28 
VBR Vanguard Small-Cap Value ETF
-0.51%
-$1,331.02 
SOLS Sollensys Corp
-0.5%
-$22.5 
NOC Northrop Grumman Corporation
-0.5%
-$830.99 
USMV iShares MSCI USA Min Vol Factor ETF
-0.5%
-$694.22 
YUMC Yum China Holdings, Inc.
-0.49%
-$110 
WOMN Impact Shares YWCA Women's Empowerment ETF
-0.49%
-$44.94 
GOOG Alphabet Inc
-0.48%
-$235.6 
RIET Hoya Capital High Dividend Yield ETF
-0.48%
-$24 
QS QuantumScape Corporation
-0.48%
-$8.22 
APP AppLovin Corporation Class A Common Stock
-0.48%
-$1.26 
SCHM Schwab U.S. Mid-Cap ETF
-0.47%
-$283.47 
HDV iShares Core High Dividend ETF
-0.46%
-$331.8 
MRNA Moderna Inc.
-0.46%
-$5.55 
MDYV State Street SPDR S&P 400 Mid Cap Value ETF
-0.45%
-$60.9 
IJH iShares Core S&P Mid-Cap ETF
-0.45%
-$113.85 
IWS iShares Russell Mid-Cap Value ETF
-0.44%
-$3.75 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.44%
-$125,695.56 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.43%
-$28 
VYMI Vanguard International High Dividend Yield ETF
-0.41%
-$715.26 
JKHY Jack Henry & Associates, Inc.
-0.41%
-$3.33 
DKNG DraftKings Inc. Class A Common Stock
-0.41%
-$1.02 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.41%
-$6.93 
META Meta Platforms Inc Class A
-0.41%
-$402.39 
VNQ Vanguard Real Estate ETF
-0.41%
-$4.12 
SON Sonoco Products Company
-0.4%
-$20 
LIN Linde plc
-0.4%
-$2,861.31 
SPY State Street SPDR S&P 500 ETF Trust
-0.39%
-$590 
VB Vanguard Small-Cap ETF
-0.38%
-$78,135.59 
TSEM Tower Semiconductor Ltd.
-0.38%
-$63.5 
EFV iShares MSCI EAFE Value ETF
-0.38%
-$5.7 
VOO Vanguard S&P 500 ETF
-0.37%
-$278,200.34 
IVV iShares Core S&P 500 ETF
-0.37%
-$919.3 
VV Vanguard Morningstar Large-Cap ETF
-0.36%
-$1,948.06 
SONY Sony Group Corp. Sponsored ADR
-0.36%
-$30.78 
DIS The Walt Disney Company
-0.36%
-$654.77 
LRGF iShares U.S. Equity Factor ETF
-0.36%
-$24.92 
SCHA Schwab U.S. Small-Cap ETF
-0.35%
-$132.82 
CMCSA Comcast Corp. Class A Common Stock
-0.35%
-$49.51 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.35%
-$366.3 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.34%
-$586.6 
REZI Resideo Technologies Inc.
-0.34%
-$0.66 
SCHF Schwab International Equity ETF
-0.34%
-$16.02 
SCHX Schwab U.S. Large-Cap ETF
-0.33%
-$442.4 
IJR iShares Core S&P Small-Cap ETF
-0.33%
-$430.09 
NEE NextEra Energy Inc.
-0.33%
-$33.48 
MCHP Microchip Technology Inc.
-0.33%
-$114.42 
IWR iShares Russell Mid-Cap ETF
-0.33%
-$346.32 
VTI Vanguard Total Stock Market ETF
-0.33%
-$373.32 
PRK Park National Corp. Common Stock
-0.32%
-$674.37 
WM Waste Management Inc.
-0.32%
-$20.66 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.31%
-$32.25 
VEA Vanguard FTSE Developed Markets ETF
-0.31%
-$3,228.22 
IJS iShares S&P Small-Cap 600 Value ETF
-0.3%
-$97.5 
MP MP Materials Corp.
-0.27%
-$10.5 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.27%
-$22.75 
PEBO Peoples Bancorp Inc.
-0.25%
-$249.24 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.25%
-$74.4 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.24%
-$12 
IUSG iShares Core S&P U.S. Growth ETF
-0.23%
-$1,184.22 
OMC Omnicom Group Inc.
-0.22%
-$1.62 
GILD Gilead Sciences Inc.
-0.21%
-$950.73 
FEX First Trust Large Cap Core AlphaDEX Fund
-0.2%
-$124.79 
DLR Digital Realty Trust Inc.
-0.19%
-$49.5 
VUG Vanguard Morningstar Growth ETF
-0.18%
-$5,396.16 
TEL TE Connectivity plc
-0.18%
-$34.2 
POOL Pool Corporation
-0.17%
-$0.99 
BND Vanguard Total Bond Market ETF
-0.16%
-$46,815.81 
LVHI Franklin International Low Volatility High Dividend Index ETF
-0.15%
-$30.36 
NIO NIO Inc. American Depositary Shares
-0.15%
-$25 
AGG iShares Core U.S. Aggregate Bond ETF
-0.14%
-$173.88 
STM STMicroelectronics N.V.
-0.14%
-$6 
AVUV Avantis U.S. Small Cap Value ETF
-0.12%
-$21,766.35 
IUSB iShares Core Universal USD Bond ETF
-0.12%
-$10.01 
LYV Live Nation Entertainment, Inc.
-0.12%
-$0.21 
HOOD Robinhood Markets Inc. Class A Common Stock
-0.11%
-$1,430 
PCAPU ProCap Acquisition Corp.
-0.1%
-$2 
ROP Roper Technologies Inc.
-0.08%
-$0.71 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$212.64 
IWF iShares Russell 1000 Growth ETF
-0.07%
-$2,077.11 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.07%
-$61.7 
VXF Vanguard Extended Market ETF
-0.06%
-$619.22 
ETN Eaton Corporation plc
-0.06%
-$44 
IBMR iShares iBonds Dec 2029 Term Muni Bond ETF
-0.06%
-$4.74 
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF
-0.06%
-$4.7 
URA Global X Uranium ETF
-0.06%
-$2 
VGSH Vanguard Short-Term Treasury ETF
-0.04%
-$6.97 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.04%
-$1.47 
IAGG iShares Core International Aggregate Bond ETF
-0.04%
-$0.14 
CTAS Cintas Corporation
-0.04%
-$0.09 
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF
-0.04%
-$3.14 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$13.8 
NVDA NVIDIA Corporation
-0.03%
-$976.92 
WDAY Workday Inc Class A Common Stock
-0.03%
-$0.3 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.03%
-$9.97 
IBTH iShares iBonds Dec 2027 Term Treasury ETF
-0.02%
-$1.67 
TFC Truist Financial Corporation
-0.01%
-$7.78 Events
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Dividends
Dividend Analysis
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| Trades 5956 | Longs Won 3429/5956 57% | Profit Factor 7.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $286,396.58 |
| Average Win $38,303.62 | Best Trade (Oct 20) $17.2M | Sharpe Ratio -23.84 |
| Average Loss -$6,521.88 | Worst Trade (Sep 30) -$1.26M | Z-Score 1.8 (92.79%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 3d | Expectancy $19,285.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 52,632 | 47,368 | 42,105 | 36,842 | 31,579 | 26,316 | 21,053 | 15,789 | 10,526 | 5,263 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,191 | $2.39M | $4.22M | - | $1.83M | 76.56% | -0.536% |
| ABBV AbbVie Inc. | 1,464 | $230,061.04 | $418,250.16 | - | $188,189.12 | 81.8% | +0.175% |
| ABT Abbott Laboratories | 100 | $11,310.38 | $10,322 | - | -$988.38 | -8.74% | +0.693% |
| ACH Accendra Health Inc. | 2,883 | $123,844.05 | $567.66 | - | -$123,276.39 | -99.54% | -6.594% |
| ACN Accenture plc | 80 | $21,464 | $19,764 | - | -$1,700 | -7.92% | -4.518% |
| ADBE Adobe Inc. | 13 | $4,550 | $3,448.38 | - | -$1,101.62 | -24.21% | -1.955% |
| ADC Agree Realty Corp. | 200 | $14,272 | $13,262 | - | -$1,010 | -7.08% | -1.133% |
| ADI Analog Devices, Inc. | 532 | $94,118.87 | $207,639.6 | - | $113,520.73 | 120.61% | +1.177% |
| ADP Automatic Data Processing Inc. | 114 | $27,857.21 | $34,768.86 | - | $6,911.65 | 24.81% | -0.958% |
| AEM Agnico Eagle Mines Limited | 500 | $29,825 | $86,955 | - | $57,130 | 191.55% | -1.272% |
| AEP American Electric Power Company, Inc. | 891 | $79,479.45 | $114,778.62 | - | $35,299.17 | 44.41% | -1.393% |
| AFL Aflac Incorporated | 63 | $4,337.94 | $7,606.62 | - | $3,268.68 | 75.35% | -2.052% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,288 | $125,610.38 | $123,628.68 | - | -$1,981.7 | -1.58% | -0.14% |
| AKAM Akamai Technologies, Inc. | 54 | $4,337.18 | $5,040.36 | - | $703.18 | 16.21% | +2.425% |
| AKRE Akre Focus ETF | 2,991 | $195,941 | $178,233.69 | - | -$17,707.31 | -9.04% | -1.325% |
| AM Antero Midstream Corporation Common Stock | 3,360 | $35,534.57 | $70,308 | - | $34,773.43 | 97.86% | +1.528% |
| AMD Advanced Micro Devices Inc. | 1,013 | $216,945 | $524,597.24 | - | $307,652.24 | 141.81% | +1.956% |
| AMGN Amgen Inc. Common Stock | 1,370 | $310,926.97 | $603,539.8 | - | $292,612.83 | 94.11% | -1.507% |
| AMT American Tower Corporation | 8 | $1,405 | $1,494 | - | $89 | 6.33% | +2.853% |
| AMZN Amazon.com Inc | 519 | $113,909.95 | $129,215.43 | - | $15,305.48 | 13.44% | -0.563% |
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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 - $12.44M, Vanguard Morningstar Value ETF - $6.36M, iShares Core MSCI EAFE ETF - $5.54M, Vanguard Mid-Cap Index Fund ETF Shares - $4.94M, and Vanguard Total Bond Market ETF - $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 - $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 $26.14M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market ETF - $3.95M, Vanguard S&P 500 ETF - $3.42M, Vanguard Morningstar Value ETF - $2.76M, Vanguard Mid-Cap Index Fund ETF Shares - $1.81M, and JPMorgan Municipal 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.
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