Chad Kelley Portfolio
Invests via Alliance Wealth Advisors LLC /UT | Managed by Chad Kelley
Invests via Alliance Wealth Advisors LLC /UT
Managed by Chad Kelley
Automatically Tracked
Chad Kelley Profile
Chad Kelley is a seasoned entrepreneur and investor known for his impactful contributions across various sectors. With a solid background in technology startups, he has successfully launched multiple companies that blend innovation with market demand. His leadership style emphasizes strategic growth and operational efficiency, positioning him as a key figure in the entrepreneurial community. Kelley's extensive experience enables him to identify promising opportunities while fostering collaboration among industry partners. He has established himself as a trusted advisor to emerging ventures seeking guidance on scaling their operations and optimizing business models.
Chad Kelley is a seasoned entrepreneur and investor known for his impactful contributions across various sectors. With a solid background in technology startups, he has successfully launched multiple companies that blend innovation with market demand. His leadership style emphasizes strategic growth and operational efficiency, positioning him as a key figure in the entrepreneurial community. Kelley's extensive experience enables him to identify promising opportunities while fostering collaboration among industry partners. He has established himself as a trusted advisor to emerging ventures seeking guidance on scaling their operations and optimizing business models.
Investment Philosophy & Strategy
Growth-oriented markets present a wealth of possibilities for venture creation and investment. Chad Kelley leverages his entrepreneurial prowess to harness innovation and drive substantial value in technology sectors. His strategies are deeply rooted in identifying emerging trends, ensuring that new ventures not only meet market demands but also maintain sustainable growth trajectories. With a focus on operational excellence, he excels at refining business models while cultivating synergistic relationships within the industry landscape. This approach empowers nascent companies to navigate challenges effectively and capitalize on dynamic opportunities.
Growth-oriented markets present a wealth of possibilities for venture creation and investment. Chad Kelley leverages his entrepreneurial prowess to harness innovation and drive substantial value in technology sectors. His strategies are deeply rooted in identifying emerging trends, ensuring that new ventures not only meet market demands but also maintain sustainable growth trajectories. With a focus on operational excellence, he excels at refining business models while cultivating synergistic relationships within the industry landscape. This approach empowers nascent companies to navigate challenges effectively and capitalize on dynamic opportunities.
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:
32.64%
Gain -0.97%
Monthly
0.94%
Yearly
11.88%
Drawdown
16.9%
$489.54M
Equity
Holdings
$489.54M
Investment
$445.11M
$116.58M
Profit -$4.03M
Realized
$72.15M
Unrealized
$44.43M
Dividends
$25.37M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.97%
Profit
-$4.03M
Win %
62%
This Week
Compared To Last Week
Gain
-1.26%
Profit
-$6.24M
Win %
62%
This Month
Compared to last month
Gain
-1.04%
Profit
-$5.14M
Win %
62%
This Year
Compared to last year
Gain
6.14%
Profit
$28.32M
Win %
60%
FIX Comfort Systems USA, Inc.
+2.24%
+$25,777.83 
KNSL Kinsale Capital Group Inc.
+2.04%
+$5,982.63 
CME CME Group Inc.
+2.04%
+$29,824.62 
MIR Mirion Technologies, Inc.
+1.75%
+$6,439.45 
AMGN Amgen Inc.
+1.49%
+$4,556.21 
COP ConocoPhillips
+1.19%
+$6,429.6 
MAA Mid-America Apartment Communities, Inc.
+0.9%
+$10,912.55 
PYPL PayPal Holdings Inc
+0.88%
+$2,367.19 
PFE Pfizer Inc.
+0.77%
+$2,181.58 
NFLX Netflix, Inc.
+0.53%
+$6,912.36 
ZTS Zoetis Inc.
+0.51%
+$1,499.86 
DE Deere & Company
+0.44%
+$1,385.34 
RRC Range Resources Corporation
+0.31%
+$1,458.72 
SHEL Shell plc
+0.2%
+$878.58 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$110.74 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ADP Automatic Data Processing Inc.
0%
$0 
ADSK Autodesk, Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
-$0.01 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AON Aon plc
0%
$0 
APD Air Products and Chemicals, Inc.
0%
$0 
ARES Ares Management Corporation
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AVY Avery Dennison Corporation
0%
$0 
AWK American Water Works Company, Inc.
0%
$0 
AXP American Express Company
0%
$0 
BA Boeing Company
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BJ BJ's Wholesale Club Holdings, Inc.
0%
$0 
BMI Badger Meter Inc.
0%
$0 
BN Brookfield Corporation
0%
$0 
BOOT Boot Barn Holdings, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CASY Casey's General Stores Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CDW CDW Corporation
0%
$0 
CHRW C.H. Robinson Worldwide, Inc.
0%
-$0.02 
CMCSA Comcast Corp
0%
$0 
CRM Salesforce Inc
0%
$0 
CRS Carpenter Technology Corporation
0%
+$0.04 
CSCO Cisco Systems, Inc.
0%
$0 
CSGP CoStar Group, Inc.
0%
$0 
CVLT Commvault Systems Inc.
0%
-$0.03 
CVS CVS Health Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
CW Curtiss-Wright Corporation
0%
+$0.04 
CWB SPDR Bloomberg Convertible Securities ETF
0%
$0 
DIS The Walt Disney Company
0%
$0 
DUK Duke Energy Corporation
0%
$0 
ELF Elf Beauty Inc.
0%
+$0.01 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ENTG Entegris, Inc.
0%
$0 
ETHA iShares Ethereum Trust
0%
$0 
EXLS ExlService Holdings Inc.
0%
$0 
EXPD Expeditors International of Washington, Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GEV GE Vernova Inc.
0%
-$0.01 
GILD Gilead Sciences Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GSG iShares S&P GSCI Commodity-Indexed Trust
0%
$0 
HALO Halozyme Therapeutics Inc.
0%
$0 
HGER Harbor Commodity All-Weather Fund
0%
$0 
HWKN Hawkins Inc.
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICVT iShares Convertible Bond ETF
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
IEF iShares 7-10 Year Treasury Bond ETF
0%
+$0.07 
IRM Iron Mountain Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
IVLU iShares MSCI International Value Factor ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JQUA JPMorgan U.S. Quality Factor ETF
0%
$0 
KO The Coca-Cola Company
0%
$0 
KRMN Karman Holdings Inc.
0%
$0 
LECO Lincoln Electric Holdings, Inc.
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
LRCX Lam Research Corporation
0%
-$0.02 
MDLZ Mondelez International, Inc.
0%
$0 
MDT Medtronic plc
0%
$0 
MEDP Medpace Holdings Inc.
0%
$0 
MKC McCormick & Company, Incorporated
0%
$0 
MORN Morningstar, Inc.
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
+$0.01 
MRK Merck & Co., Inc.
0%
$0 
MSCI MSCI Inc.
0%
-$0.01 
MSFT Microsoft Corp.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NOVT Novanta Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
NVT nVent Electric plc
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OLLI Ollie's Bargain Outlet Holdings Inc.
0%
$0 
OXY Occidental Petroleum Corporation
0%
$0 
PBH Prestige Consumer Healthcare Inc.
0%
$0 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
0%
$0 
PEN Penumbra Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
+$0.06 
PJT PJT Partners Inc.
0%
-$0.03 
PM Philip Morris International Inc.
0%
$0 
PODD Insulet Corporation
0%
$0 
PSLV Sprott Physical Silver Trust
0%
$0 
PTC PTC Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
REMX VanEck Rare Earth and Strategic Metals ETF
0%
$0 
REZ iShares Residential and Multisector Real Estate ETF
0%
$0 
RGEN Repligen Corporation
0%
+$0.01 
RMBS Rambus Inc.
0%
$0 
RSG Republic Services, Inc.
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
0%
$0 
SEIC SEI Investments Company
0%
$0 
SHLD Global X Defense Tech ETF
0%
$0 
SHOP Shopify Inc.
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SLYG SPDR S&P 600 Small Cap Growth ETF
0%
$0 
SNA Snap-on Inc.
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPG Simon Property Group, Inc.
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPTL SPDR Portfolio Long Term Treasury ETF
0%
$0 
SPTS SPDR Portfolio Short Term Treasury ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
STE STERIS plc
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
STRL Sterling Infrastructure, Inc.
0%
-$0.1 
SYY Sysco Corporation
0%
$0 
T AT&T Inc.
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
-$0.02 
TRI
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TSLA Tesla, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UDN Invesco DB US Dollar Index Bearish Fund
0%
$0 
UFPT UFP Technologies Inc.
0%
$0 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
UNP Union Pacific Corporation
0%
$0 
V Visa Inc. Class A
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
0%
+$0.1 
VMI Valmont Industries, Inc.
0%
$0 
VNET VNET Group Inc. American Depositary Receipt
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VT Vanguard Total World Stock ETF
0%
-$0.05 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
+$2.49 
VZ Verizon Communications Inc.
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
WSO Watsco Inc.
0%
$0 
WTW Willis Towers Watson Public Limited Company
0%
-$0.01 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
GOOGL Alphabet Inc
-7.13%
-$283,747.55 
POOL Pool Corporation
-6.55%
-$14,467.5 
ORCL Oracle Corporation
-4.61%
-$77,157.4 
AMZN Amazon.com Inc
-4.57%
-$236,937.27 
CELH Celsius Holdings Inc.
-4.57%
-$13,322.4 
META Meta Platforms Inc Class A
-3.36%
-$97,195.82 
TXN Texas Instruments Inc
-3.13%
-$80,923.2 
MNST Monster Beverage Corporation
-2.21%
-$20,439.57 
FND Floor & Decor Holdings, Inc.
-2.14%
-$8,632.72 
HD The Home Depot, Inc.
-2.03%
-$37,029.61 
UBER Uber Technologies, Inc.
-2.02%
-$4,659.02 
GLD SPDR Gold Shares
-2%
-$20,634 
ABNB Airbnb, Inc.
-1.77%
-$6,408.33 
USB U.S. Bancorp
-1.77%
-$5,231.46 
AEM Agnico Eagle Mines Limited
-1.73%
-$4,866.65 
NVDA NVIDIA Corporation
-1.56%
-$150,281.91 
PG Procter & Gamble Co
-1.52%
-$9,347.86 
RBRK Rubrik, Inc.
-1.44%
-$10,877.72 
TRNO Terreno Realty Corporation
-1.42%
-$5,666.95 
AAPL Apple Inc.
-1.3%
-$67,718.07 
TJX The TJX Companies, Inc.
-1.24%
-$3,389.08 
SPY SPDR S&P 500 ETF Trust
-1.24%
-$3,082.81 
AVGO Broadcom Inc.
-1.09%
-$25,666.76 
SNPS Synopsys, Inc.
-1.08%
-$2,756.65 
ACN Accenture plc Class A
-0.96%
-$9,134.07 
PLTR Palantir Technologies Inc.
-0.96%
-$2,185.2 
BAC Bank of America Corporation
-0.55%
-$2,005.66 
O Realty Income Corporation
-0.48%
-$4,740.5 
COO The Cooper Companies, Inc.
-0.38%
-$1,310.31 
VNQ Vanguard Real Estate ETF
-0.33%
-$19,259.94 
MA Mastercard Incorporated
-0.32%
-$4,787.71 
MCD McDonald's Corporation
-0.29%
-$4,763.28 
COST Costco Wholesale Corporation
-0.14%
-$648.75 
BDX Becton, Dickinson and Company
-0.12%
-$335.92 
APH Amphenol Corporation
-0.05%
-$204.37 
NVO Novo Nordisk A/S Sponsored ADR
-0.02%
-$264.46 
UPS United Parcel Service, Inc.
0%
-$13.93 Events
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Dividends
Dividend Analysis
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| Trades 3303 | Longs Won 2003/3303 60% | Profit Factor 4.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $167,798.42 |
| Average Win $74,698.86 | Best Trade (Jul 24) $2.79M | Sharpe Ratio -10.43 |
| Average Loss -$25,419.42 | Worst Trade (Jul 24) -$1.08M | Z-Score 1.12 (73.87%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2d | Expectancy $35,294.15 |
| 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 | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Chad Kelley?
The largest contributions to the portfolio's profits come from the following stocks: Amazon.com Inc - $8.56M, Netflix, Inc - $5.06M, Alphabet Inc - $3.95M, Microsoft Corp - $3.25M, and Comfort Systems USA, Inc - $3.16M. 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: UnitedHealth Group Incorporated - $683,907.43, Nike, Inc. - Class B - $662,602.36, Endava plc - $549,414.41, Thermo Fisher Scientific Inc - $478,661.44, and Illumina, Inc - $473,654.45. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chad Kelley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $25.37M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $1.46M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.12M, Franklin FTSE Japan Hedged ETF - $732,739.33, Vanguard Intermediate-Term Corporate Bond Fund - $642,331.73, and Verizon Communications Inc - $618,257.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chad Kelley's monthly returns?
Chad Kelley's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Chad Kelley's strategy be considered aggressive or moderate?
Chad Kelley's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Chad Kelley's strategy?
Chad Kelley'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.
