CK
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:
22.34%
Gain +0.35%
Monthly
0.67%
Yearly
8.3%
Drawdown
12.12%
$479.36M
Equity
Holdings
$479.36M
Investment
$422.04M
$119.1M
Profit +$1.79M
Realized
$61.78M
Unrealized
$57.32M
Dividends
$23.62M
Goals
Avg. 88% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.35%
Profit
$1.79M
Win %
60%
This Week
Compared To Last Week
Gain
-1.34%
Profit
-$6.48M
Win %
60%
This Month
Compared to last month
Gain
-1.6%
Profit
-$7.81M
Win %
60%
This Year
Compared to last year
Gain
3.79%
Profit
$17.51M
Win %
60%
QCOM QUALCOMM Incorporated
+4.32%
+$143,199.72 
ENTG Entegris, Inc.
+3.86%
+$29,327.2 
VMI Valmont Industries, Inc.
+3.48%
+$40,200.54 
AEM Agnico Eagle Mines Limited
+3.16%
+$11,766.42 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+3.07%
+$6,016.56 
REMX VanEck Rare Earth and Strategic Metals ETF
+2.83%
+$62,791.25 
CME CME Group Inc.
+2.8%
+$10,848.6 
SCHW Charles Schwab Corporation
+2.73%
+$11,073.92 
STRL Sterling Infrastructure, Inc.
+2.5%
+$95,172 
T AT&T Inc.
+2.46%
+$6,711.07 
VZ Verizon Communications Inc.
+2.45%
+$67,225.55 
CDW CDW Corporation
+2.37%
+$9,837.9 
JPM JPMorgan Chase & Co.
+2.3%
+$14,725.82 
USB U.S. Bancorp
+2.27%
+$8,728.53 
CMCSA Comcast Corp
+2.21%
+$5,546.52 
AXP American Express Company
+2.18%
+$7,872.49 
PM Philip Morris International Inc.
+2.04%
+$13,748.48 
GIS General Mills, Inc.
+2.01%
+$3,863.08 
FDS FactSet Research Systems Inc.
+1.93%
+$3,866.22 
SPG Simon Property Group, Inc.
+1.93%
+$6,921.99 
OXY Occidental Petroleum Corporation
+1.9%
+$9,301.93 
FIX Comfort Systems USA, Inc.
+1.87%
+$50,959.67 
TSLA Tesla, Inc.
+1.82%
+$67,602.08 
PAYC Paycom Software, Inc.
+1.71%
+$5,374.28 
ACN Accenture plc Class A
+1.64%
+$30,329.06 
WFC Wells Fargo & Company
+1.62%
+$10,813.5 
IRM Iron Mountain Inc.
+1.61%
+$8,253.72 
UNP Union Pacific Corporation
+1.58%
+$8,393.75 
ARES Ares Management Corporation
+1.58%
+$36,842.4 
OKE ONEOK, Inc.
+1.56%
+$37,609.23 
DE Deere & Company
+1.55%
+$6,347.12 
RRC Range Resources Corporation
+1.53%
+$9,362.36 
BAC Bank of America Corporation
+1.5%
+$5,595.03 
AWK American Water Works Company, Inc.
+1.5%
+$23,220.24 
CVS CVS Health Corporation
+1.49%
+$5,737.5 
RMBS Rambus Inc.
+1.45%
+$19,236.36 
PSLV Sprott Physical Silver Trust
+1.43%
+$17,692.44 
SEIC SEI Investments Company
+1.42%
+$5,885 
EME EMCOR Group, Inc.
+1.42%
+$4,672.36 
AEG Aegon N.V.
+1.41%
+$1,243.92 
COP ConocoPhillips
+1.4%
+$8,321.94 
POOL Pool Corporation
+1.38%
+$3,966.06 
CHRW C.H. Robinson Worldwide, Inc.
+1.38%
+$8,039.91 
TXN Texas Instruments Inc
+1.35%
+$52,782.6 
ICVT iShares Convertible Bond ETF
+1.34%
+$31,505.2 
O Realty Income Corporation
+1.32%
+$21,284.54 
ABBV AbbVie Inc.
+1.29%
+$42,731.54 
SBSW Sibanye Stillwater Ltd - ADR
+1.28%
+$1,351.62 
APD Air Products and Chemicals, Inc.
+1.26%
+$25,277 
CWB SPDR Bloomberg Convertible Securities ETF
+1.21%
+$9,459.2 
ABNB Airbnb, Inc.
+1.08%
+$6,827.22 
INDA ISHARES MSCI INDIA ETF
+1.07%
+$29,371.41 
UL Unilever PLC Sponsored American Depositary Receipt
+1.06%
+$9,146.86 
JNJ Johnson & Johnson
+1.05%
+$20,652.5 
V Visa Inc. Class A
+1.03%
+$41,535.54 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$10,776.24 
BMI Badger Meter Inc.
+0.96%
+$3,325.14 
APH Amphenol Corporation
+0.95%
+$3,984.6 
HWKN Hawkins Inc.
+0.92%
+$5,837.7 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$54,939.03 
TRNO Terreno Realty Corporation
+0.92%
+$4,439.58 
SPEM SPDR Portfolio Emerging Markets ETF
+0.91%
+$71,063.53 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.89%
+$3,291 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.88%
+$75,777.62 
EXLS ExlService Holdings Inc.
+0.87%
+$3,370 
SPLV Invesco S&P 500 Low Volatility ETF
+0.87%
+$44,020.61 
MNST Monster Beverage Corporation
+0.87%
+$11,308.8 
PG Procter & Gamble Co
+0.86%
+$7,705.6 
RSG Republic Services, Inc.
+0.86%
+$22,068.91 
DEO Diageo plc Sponsored ADR
+0.85%
+$1,638.75 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.84%
+$1,849.58 
VYM Vanguard High Dividend Yield ETF
+0.82%
+$197,609.57 
REZ iShares Residential and Multisector Real Estate ETF
+0.81%
+$9,418.72 
MSCI MSCI Inc.
+0.79%
+$8,540.2 
SNA Snap-on Inc.
+0.75%
+$20,577.53 
SBUX Starbucks Corporation
+0.74%
+$14,978.08 
KMB Kimberly-Clark Corporation
+0.74%
+$7,740.75 
JQUA JPMorgan U.S. Quality Factor ETF
+0.74%
+$3,350.36 
CVX Chevron Corporation
+0.74%
+$4,971.73 
NVT nVent Electric plc
+0.73%
+$13,733.5 
CVLT Commvault Systems Inc.
+0.73%
+$3,390.78 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.73%
+$15,126.44 
ELF Elf Beauty Inc.
+0.72%
+$3,343.12 
UNH UnitedHealth Group Incorporated
+0.72%
+$2,343.18 
HD The Home Depot, Inc.
+0.72%
+$17,950.14 
MA Mastercard Incorporated
+0.72%
+$14,581.22 
PYPL PayPal Holdings Inc
+0.7%
+$1,171.31 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$9,835.63 
COST Costco Wholesale Corporation
+0.68%
+$3,023.64 
YUM Yum! Brands, Inc.
+0.65%
+$2,238 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$7,058.2 
IVLU iShares MSCI International Value Factor ETF
+0.62%
+$100,167.88 
DUK Duke Energy Corporation
+0.61%
+$2,263.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$24,705.7 
MAIN Main Street Capital Corporation
+0.6%
+$1,085 
VGT Vanguard Information Technology ETF
+0.59%
+$2,357.04 
AEP American Electric Power Company, Inc.
+0.58%
+$1,848.75 
SPSC SPS Commerce Inc.
+0.58%
+$1,453.12 
CSGP CoStar Group, Inc.
+0.58%
+$1,206.31 
IVV iShares Core S&P 500 ETF
+0.58%
+$24,841.17 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$1,404.36 
MAA Mid-America Apartment Communities, Inc.
+0.57%
+$11,421.82 
GOOGL Alphabet Inc
+0.53%
+$32,015.42 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$4,977.72 
PBH Prestige Consumer Healthcare Inc.
+0.51%
+$2,179.92 
BBJP JPMorgan BetaBuilders Japan Fund
+0.47%
+$27,485.5 
VT Vanguard Total World Stock ETF
+0.46%
+$12,065.04 
GOOG Alphabet Inc
+0.45%
+$22,358.26 
JEPI JPMorgan Equity Premium Income Fund
+0.45%
+$13,387.25 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$15,552.68 
IXUS iShares Core International Stock ETF
+0.43%
+$60,687.38 
WMT Walmart Inc.
+0.41%
+$1,098 
BN Brookfield Corporation
+0.4%
+$1,491.84 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.4%
+$941.04 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$17,195.16 
GD General Dynamics Corporation
+0.38%
+$2,913.3 
PEP PepsiCo, Inc.
+0.38%
+$3,578.58 
STWD Starwood Property Trust Inc.
+0.35%
+$672.72 
PODD Insulet Corporation
+0.34%
+$1,326.51 
WEC WEC Energy Group Inc.
+0.33%
+$9,032.81 
AMGN Amgen Inc.
+0.32%
+$909.72 
SAP SAP SE Sponsored ADR
+0.31%
+$476.85 
AVY Avery Dennison Corporation
+0.31%
+$1,278.9 
WM Waste Management, Inc.
+0.31%
+$1,920.89 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$7,967.55 
XOM Exxon Mobil Corporation
+0.28%
+$8,696.51 
KNSL Kinsale Capital Group Inc.
+0.23%
+$938.05 
WDAY Workday Inc.
+0.21%
+$316.98 
ADP Automatic Data Processing Inc.
+0.2%
+$4,408.36 
LECO Lincoln Electric Holdings, Inc.
+0.19%
+$1,275 
EXPD Expeditors International of Washington, Inc.
+0.17%
+$888.72 
RITM-PD Rithm Capital Corp.
+0.16%
+$421.56 
PFE Pfizer Inc.
+0.15%
+$623.88 
STE STERIS plc
+0.15%
+$790.19 
NVDA NVIDIA Corporation
+0.14%
+$14,792.22 
BJ BJ's Wholesale Club Holdings, Inc.
+0.13%
+$1,120.8 
GLDM SPDR Gold MiniShares Trust
+0.12%
+$8,725.1 
KO The Coca-Cola Company
+0.11%
+$563.76 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$644.82 
ENB Enbridge Inc.
+0.11%
+$510.78 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$34,489 
CW Curtiss-Wright Corporation
+0.1%
+$2,457.78 
MSFT Microsoft Corp.
+0.1%
+$6,791.2 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$607.5 
PEN Penumbra Inc.
+0.09%
+$820.53 
SPHY SPDR Portfolio High Yield Bond ETF
+0.09%
+$2,997 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.08%
+$863.84 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.06%
+$518.36 
GLD SPDR Gold Shares
+0.06%
+$682.15 
TJX The TJX Companies, Inc.
+0.05%
+$142.64 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$73.91 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$195.72 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$4,768.45 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$173.36 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$57.98 
TIP iShares TIPS Bond ETF
+0.01%
+$38.55 
AON Aon plc
0%
+$10.3 
COO
0%
$0 
CYBR CyberArk Software Ltd
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
SQ Block, Inc.
0%
$0 
ADBE Adobe Inc.
-6.75%
-$35,412.88 
CRDO Credo Technology Group Holding Ltd.
-5.27%
-$35,977.05 
PTC PTC Inc.
-3.98%
-$20,846.46 
KRMN Karman Holdings Inc.
-3.55%
-$16,830.88 
ADSK Autodesk, Inc.
-3.47%
-$23,997.54 
ILMN Illumina, Inc.
-3.15%
-$12,555.04 
BOOT Boot Barn Holdings, Inc.
-2.56%
-$15,178.24 
ICLR ICON plc
-2.5%
-$4,981.68 
LLY Eli Lilly and Company
-2.41%
-$80,132.65 
PLTR Palantir Technologies Inc.
-2.36%
-$5,039.79 
NKE Nike, Inc. - Class B
-2.32%
-$4,089.6 
CASY Casey's General Stores Inc.
-2.31%
-$8,498.28 
ZTS Zoetis Inc.
-2.25%
-$14,647.32 
RGEN Repligen Corporation
-2.06%
-$13,179.4 
SHOP Shopify Inc.
-2.02%
-$42,294.18 
SHLD Global X Defense Tech ETF
-1.98%
-$59,906.31 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$27,522.38 
HALO Halozyme Therapeutics Inc.
-1.74%
-$15,488.16 
ABT Abbott Laboratories
-1.7%
-$12,866.8 
MEDP Medpace Holdings Inc.
-1.63%
-$12,468.49 
LMT Lockheed Martin Corporation
-1.53%
-$5,287.75 
UFPT UFP Technologies Inc.
-1.53%
-$11,701.02 
AAPL Apple Inc.
-1.52%
-$71,370 
LHX L3Harris Technologies, Inc.
-1.43%
-$3,111.12 
MU Micron Technology, Inc.
-1.43%
-$10,010.52 
MRK Merck & Co., Inc.
-1.42%
-$32,934.56 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$6,571.98 
AMZN Amazon.com Inc
-1.23%
-$95,246.88 
GSG iShares S&P GSCI Commodity-Indexed Trust
-1.2%
-$38,845.93 
NFLX Netflix, Inc.
-1.14%
-$23,564.34 
BA Boeing Company
-1.12%
-$20,567.4 
MORN Morningstar, Inc.
-1.09%
-$4,334.78 
ETHA iShares Ethereum Trust
-1.02%
-$6,702.15 
UBER Uber Technologies, Inc.
-1.01%
-$3,906 
PJT PJT Partners Inc.
-0.98%
-$5,528.23 
DUOL Duolingo, Inc.
-0.98%
-$1,984.1 
IBM International Business Machines Corporation
-0.96%
-$25,275.62 
WSO Watsco Inc.
-0.92%
-$21,597.54 
AVGO Broadcom Inc.
-0.91%
-$28,108.5 
VNET VNET Group Inc. American Depositary Receipt
-0.89%
-$1,074.96 
NOW ServiceNow, Inc.
-0.87%
-$8,162.1 
GOOD Gladstone Commercial Corporation
-0.87%
-$1,964.49 
FND Floor & Decor Holdings, Inc.
-0.78%
-$4,153.38 
MPWR Monolithic Power Systems, Inc.
-0.77%
-$2,886.28 
BDX Becton, Dickinson and Company
-0.75%
-$2,915.61 
TIGR UP Fintech Holding Ltd
-0.62%
-$377.94 
CSCO Cisco Systems, Inc.
-0.6%
-$8,145.34 
NVS Novartis AG Sponsored ADR
-0.58%
-$3,009.6 
MDLZ Mondelez International, Inc.
-0.58%
-$1,819.66 
BSX Boston Scientific Corporation
-0.58%
-$2,993.93 
HGER Harbor Commodity All-Weather Fund
-0.56%
-$23,199.22 
MKC McCormick & Company, Incorporated
-0.56%
-$6,540.87 
SOFI SoFi Technologies, Inc.
-0.54%
-$11,008.71 
SYY Sysco Corporation
-0.54%
-$3,212.53 
SNPS Synopsys, Inc.
-0.53%
-$3,093.6 
UPS United Parcel Service, Inc.
-0.52%
-$2,159.99 
OLLI Ollie's Bargain Outlet Holdings Inc.
-0.48%
-$3,324.8 
ISRG Intuitive Surgical, Inc.
-0.44%
-$4,309.59 
RTX RTX Corporation
-0.33%
-$3,179.32 
DIS The Walt Disney Company
-0.31%
-$5,124.3 
CWAN Clearwater Analytics Holdings Inc.
-0.31%
-$1,679.55 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$2,658.08 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$2,281.92 
META Meta Platforms Inc Class A
-0.26%
-$7,909.75 
GILD Gilead Sciences Inc.
-0.22%
-$5,519.08 
SHEL Shell plc
-0.22%
-$1,202.13 
CRM Salesforce Inc
-0.22%
-$1,301.76 
MDT Medtronic plc
-0.19%
-$4,695.45 
NVO Novo Nordisk A/S Sponsored ADR
-0.17%
-$1,895.85 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$7,092.64 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.16%
-$1,714.72 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$1,016.95 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$971.95 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.08%
-$499.8 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$10,982.64 
INTU Intuit Inc.
-0.07%
-$190.08 
UDN Invesco DB US Dollar Index Bearish Fund
-0.06%
-$819.46 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.05%
-$377.95 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$363.09 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$85.08 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.03%
-$4,149.53 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$1,032.36 
TSCO Tractor Supply Company
-0.03%
-$147.52 
IBIT iShares Bitcoin Trust
-0.03%
-$313.73 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$269.56 
MCD McDonald's Corporation
-0.02%
-$548.34 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$705.7 
ORCL Oracle Corporation
-0.01%
-$245.8 Events
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Dividends
Dividend Analysis
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| Trades 3077 | Longs Won 1881/3077 61% | Profit Factor 4.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $182,205.97 |
| Average Win $80,416.59 | Best Trade (Jun 12) $2.65M | Sharpe Ratio -10.93 |
| Average Loss -$26,891.86 | Worst Trade (Jun 11) -$1.29M | Z-Score 3.16 (99.84%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 2d | Expectancy $38,706.84 |
| 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 | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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