Heather Scully Portfolio
Invests via NWF Advisory Services Inc. | Managed by Heather Scully
Invests via NWF Advisory Services Inc.
Managed by Heather Scully
Automatically Tracked
Operator-turned-investor focused on fintech, payments and B2B SaaS, experienced in scaling product and GTM at growth-stage companies. Heather Scully brings portfolio construction experience across seed to Series B, serving as an active board advisor and board observer on product, growth and partnerships. Investment style emphasizes founder-led technology businesses with revenue traction and unit-economics clarity; often sources deals through operator network.
Operator-turned-investor focused on fintech, payments and B2B SaaS, experienced in scaling product and GTM at growth-stage companies. Heather Scully brings portfolio construction experience across seed to Series B, serving as an active board advisor and board observer on product, growth and partnerships. Investment style emphasizes founder-led technology businesses with revenue traction and unit-economics clarity; often sources deals through operator network.
Investment Philosophy & Strategy
Core focus on founder-led fintech, payments and B2B SaaS businesses, prioritizing companies with clear revenue traction, unit-economics and scalable GTM. Prefers early-stage allocations across seed to Series B with active, operationally-minded board involvement to accelerate product-market fit, partnerships and growth. Underwrites opportunities through operator networks, emphasizing repeatable revenue models, measurable unit-level margins and defensible go-to-market motion. Time horizon is growth-oriented with disciplined risk-sizing and milestone-driven follow-on capital.
Core focus on founder-led fintech, payments and B2B SaaS businesses, prioritizing companies with clear revenue traction, unit-economics and scalable GTM. Prefers early-stage allocations across seed to Series B with active, operationally-minded board involvement to accelerate product-market fit, partnerships and growth. Underwrites opportunities through operator networks, emphasizing repeatable revenue models, measurable unit-level margins and defensible go-to-market motion. Time horizon is growth-oriented with disciplined risk-sizing and milestone-driven follow-on capital.
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:
100.13%
Gain +0.33%
Monthly
1.85%
Yearly
24.58%
Drawdown
21.26%
$1.08B
Equity
Holdings
$1.08B
Investment
$730.68M
$435.45M
Profit +$2.29M
Realized
$89.66M
Unrealized
$345.79M
Dividends
$45.67M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.33%
Profit
$2.29M
Win %
75%
This Week
Compared To Last Week
Gain
0.21%
Profit
$2.29M
Win %
75%
This Month
Compared to last month
Gain
3.29%
Profit
$34.27M
Win %
75%
This Year
Compared to last year
Gain
1.4%
Profit
$14.93M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$2.74M 
ETN Eaton Corporation plc
+7.32%
+$27,064.36 
GOOG Alphabet Inc
+6.88%
+$1.84M 
GOOGL Alphabet Inc
+6.73%
+$285,885.81 
SLDPW Solid Power, Inc. Warrant
+6.29%
+$68.31 
VRT Vertiv Holdings Co
+6.18%
+$10,552.51 
COHR Coherent Corp.
+5.55%
+$10,898.05 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$737,146.44 
RIG Transocean Ltd.
+4.72%
+$2,544 
ABR Arbor Realty Trust Inc.
+4.59%
+$2,847.9 
SRV NXG Cushing Midstream Energy Fund
+4.38%
+$79,804.7 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$16,994.08 
META Meta Platforms Inc Class A
+3.28%
+$87,604.36 
CTSO Cytosorbents Corporation
+3.14%
+$1,145.53 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$10,377.6 
MSFT Microsoft Corp.
+3.02%
+$256,559.75 
NVDA NVIDIA Corporation
+2.93%
+$483,626.17 
P Everpure Inc.
+2.81%
+$16,882.13 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$8,864.86 
SATL Satellogic Inc.
+2.58%
+$1,576.17 
CVX Chevron Corporation
+2.35%
+$134,790.92 
MRVL Marvell Technology, Inc.
+2.32%
+$3,105.54 
WDC Western Digital Corporation
+2.21%
+$6,926.63 
CSCO Cisco Systems, Inc.
+2.14%
+$19,631.97 
OXLC Oxford Lane Capital Corp
+2.12%
+$1,919.57 
OXY Occidental Petroleum Corporation
+2%
+$286,188 
IHD Voya Emerging Markets High Dividend Equity Fund
+1.95%
+$4,690 
ROK Rockwell Automation, Inc.
+1.93%
+$5,868.28 
LHX L3Harris Technologies, Inc.
+1.9%
+$5,206.45 
CRM Salesforce Inc
+1.83%
+$4,852.45 
ORCL Oracle Corporation
+1.81%
+$10,027.71 
BSTZ BlackRock Science and Technology Term Trust
+1.75%
+$21,714.35 
ADT ADT Inc.
+1.73%
+$1,613.3 
IAE Voya Asia Pacific High Dividend Equity Income Fund
+1.67%
+$15,505 
HGLB Highland Global Allocation Fund
+1.64%
+$19,848 
CLM Cornerstone Strategic Investment Fund, Inc.
+1.64%
+$1,620 
SHEL Shell plc
+1.62%
+$5,550.72 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$3,947.48 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$4,598.89 
VZ Verizon Communications Inc.
+1.52%
+$6,478.5 
LMT Lockheed Martin Corporation
+1.5%
+$10,252.44 
CVNA Carvana Co.
+1.5%
+$7,093.2 
IDE Voya Infrastructure, Industrials and Materials Fund
+1.47%
+$4,636 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$9,290.21 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$43,393.92 
NOC Northrop Grumman Corporation
+1.43%
+$25,552.87 
GE General Electric Company
+1.42%
+$16,654.32 
NMAI Nuveen Multi-Asset Income Fund
+1.38%
+$8,628.09 
SOR Source Capital
+1.37%
+$7,403.13 
FXL First Trust Technology AlphaDEX Fund
+1.36%
+$4,421.98 
CHW Calamos Global Dynamic Income Fund
+1.34%
+$3,586 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$12,077.47 
CGUS Capital Group Core Equity ETF
+1.29%
+$14,563.5 
BST BlackRock Science and Technology Trust
+1.29%
+$41,302.95 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+1.27%
+$8,667 
CGVV Capital Group U.S. Large Value ETF
+1.26%
+$2,654.73 
AOD Abrdn Total Dynamic Dividend Fund
+1.25%
+$12,441 
WFC Wells Fargo & Company
+1.19%
+$22,002.42 
HONA Honeywell Aerospace Inc.
+1.18%
+$4,716.58 
AMAT Applied Materials, Inc.
+1.18%
+$2,035.51 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
+1.14%
+$2,755 
PTF Invesco Dorsey Wright Technology ETF
+1.12%
+$2,370.74 
VOX Vanguard Communication Services ETF
+1.12%
+$2,510.49 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$195,585.05 
VUG Vanguard Growth ETF
+1.1%
+$162,218.04 
NDIV Amplify Natural Resources Dividend Income ETF
+1.1%
+$6,408.4 
BGR BlackRock Energy & Resources Trust
+1.1%
+$2,754.54 
IGD Voya Global Equity Dividend Fund
+1.08%
+$6,160 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$7,955.84 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$9,359.58 
CW Curtiss-Wright Corporation
+1.02%
+$11,597.25 
VDE Vanguard Energy ETF
+1.02%
+$14,878.76 
XLE Energy Select Sector SPDR Fund
+1%
+$3,255.62 
TDY Teledyne Technologies Incorporated
+0.98%
+$7,412.42 
ADP Automatic Data Processing Inc.
+0.98%
+$2,569.27 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,454.48 
OEF iShares S&P 100 ETF
+0.95%
+$16,344.99 
QDVO Amplify CWP Growth & Income ETF
+0.94%
+$3,240 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.93%
+$3,036.33 
UNP Union Pacific Corporation
+0.92%
+$6,036.89 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.9%
+$38,939.55 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$2,685.24 
IWL iShares Russell Top 200 ETF
+0.87%
+$7,184.04 
IBM International Business Machines Corporation
+0.86%
+$9,857.41 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$3,429.78 
GEV GE Vernova Inc.
+0.85%
+$19,869.21 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$9,483 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$14,094.82 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$15,250.88 
ASG Liberty All-Star Growth Fund, Inc.
+0.78%
+$404.16 
FELC Fidelity Enhanced Large Cap Core ETF
+0.78%
+$1,937.76 
EOD Allspring Global Dividend Opportunity Fund
+0.78%
+$7,165 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$3,574.83 
SHLD Global X Defense Tech ETF
+0.77%
+$3,276 
TSLA Tesla, Inc.
+0.76%
+$27,725.05 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$5,331.1 
GNT GAMCO Natural Resources, Gold & Income Trust
+0.75%
+$653.22 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$10,541.94 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.72%
+$4,341.75 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$57,992.71 
VIS Vanguard Industrials ETF
+0.72%
+$4,248.4 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.72%
+$978 
VOO Vanguard S&P 500 ETF
+0.71%
+$320,466.18 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$4,018.07 
CAT Caterpillar Inc.
+0.7%
+$11,889.97 
CSQ Calamos Strategic Total Return Fund
+0.7%
+$4,526.76 
JRI Nuveen Real Asset Income and Growth Fund
+0.7%
+$1,000.17 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,814.75 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$22,738.74 
IVV iShares Core S&P 500 ETF
+0.69%
+$143,692.8 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$3,444.32 
QTUM Defiance Quantum ETF
+0.67%
+$16,306.18 
IYY iShares Dow Jones U.S. ETF
+0.66%
+$7,835.93 
GARP iShares MSCI USA Quality GARP ETF
+0.66%
+$1,638.52 
UTG Reaves Utility Income Fund
+0.65%
+$17,306.25 
PLTR Palantir Technologies Inc.
+0.65%
+$23,985.54 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$17,578.21 
CGGR Capital Group Growth ETF
+0.65%
+$38,186.04 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$74,738.52 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$8,642.97 
IWB iShares Russell 1000 ETF
+0.64%
+$6,065.6 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$14,186.79 
CGDV Capital Group Dividend Value ETF
+0.63%
+$11,716.45 
EIPI FT Energy Income Partners Enhanced Income ETF
+0.63%
+$19,178.46 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$3,746.11 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$1,405.56 
PGZ Principal Real Estate Income Fund
+0.59%
+$2,412 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$107,250.4 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$6,214.4 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$40,658.88 
MO Altria Group, Inc.
+0.57%
+$2,733.12 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$32,394.45 
HIO Western Asset High Income Opportunity Fund Inc.
+0.57%
+$1,286.66 
AVK Advent Convertible and Income Fund
+0.57%
+$4,697.91 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$2,391.55 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$1,263.31 
PCEF Invesco CEF Income Composite ETF
+0.55%
+$2,123.57 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$695.3 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$7,449.31 
DJIA Global X Dow 30 Covered Call ETF
+0.54%
+$6,048 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$58,362.96 
STX Seagate Technology Holdings plc
+0.52%
+$5,469.06 
JFR Nuveen Floating Rate Income Fund
+0.52%
+$579.04 
BGY BlackRock Enhanced International Dividend Trust
+0.52%
+$1,032.15 
GM General Motors Company
+0.52%
+$53,459.82 
TRFM AAM Transformers ETF
+0.52%
+$2,355.21 
DVA DaVita Inc.
+0.52%
+$3,339.44 
QDEC FT Vest Nasdaq-100 Buffer ETF
+0.52%
+$1,242 
PSX Phillips 66
+0.51%
+$1,409.37 
RVT Royce Small-Cap Trust, Inc.
+0.5%
+$4,298.58 
AGD Abrdn Global Dynamic Dividend Fund
+0.5%
+$1,851.06 
WAGN Pabrai Wagons ETF
+0.49%
+$1,816.5 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$3,974.32 
XYLD Global X S&P 500 Covered Call ETF
+0.49%
+$12,451.4 
UDEC Innovator U.S. Equity Ultra Fund
+0.48%
+$2,545.79 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$1,617 
SE Sea Ltd.
+0.47%
+$1,159 
FTQI First Trust Nasdaq BuyWrite Fund
+0.46%
+$1,120 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$1,083.95 
NJAN Innovator Growth 100 Power Buffer ETF - January
+0.46%
+$1,234.71 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,994.67 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.44%
+$2,461.23 
GJUL FT Vest US Equity Moderate Class B
+0.42%
+$1,048.59 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$15,039.45 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$890.31 
PFE Pfizer Inc.
+0.4%
+$3,893.7 
GJAN FT Vest US Equity Moderate Fund B
+0.39%
+$818.8 
IGA Voya Global Advantage and Premium Opportunity Fund
+0.39%
+$758 
RTX RTX Corporation
+0.39%
+$2,625.84 
GSEP FT Vest US Equity Moderate B Fund
+0.38%
+$2,260.8 
VCV Invesco California Value Municipal Income Trust
+0.38%
+$732 
QSPT FT Vest Nasdaq-100 Buffer ETF
+0.38%
+$861.25 
AVGO Broadcom Inc.
+0.37%
+$18,133.92 
FOF Cohen & Steers Closed-End Opportunity Fund
+0.37%
+$2,523.4 
PG Procter & Gamble Co
+0.37%
+$2,171.94 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$153,308.64 
TDG TransDigm Group Inc.
+0.36%
+$1,980.2 
BAC Bank of America Corporation
+0.36%
+$42,503.34 
RIV RiverNorth Opportunities Fund, Inc.
+0.35%
+$1,781.08 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
+0.34%
+$1,290 
GLO Clough Global Opportunities Fund
+0.34%
+$300 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$6,607.8 
ASGI abrdn Global Infrastructure Fund
+0.34%
+$982.32 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$27,414.15 
STEW SRH Total Return Fund, Inc.
+0.33%
+$1,155 
ARDC Ares Dynamic Credit Allocation Fund, Inc.
+0.32%
+$802 
PDP Invesco Dorsey Wright Momentum ETF
+0.32%
+$1,667.58 
NWBI Northwest Bancshares Inc.
+0.32%
+$1,080.55 
MRK Merck & Co., Inc.
+0.32%
+$6,062 
MLPX Global X MLP & Energy Infrastructure ETF
+0.31%
+$1,051.11 
SMH VanEck Semiconductor ETF
+0.3%
+$19,079.27 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$628.12 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$507.59 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$631.99 
JPM JPMorgan Chase & Co.
+0.27%
+$15,867.2 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.27%
+$671 
VT Vanguard Total World Stock ETF
+0.26%
+$21,415.94 
JPC Nuveen Preferred & Income Opportunities Fund
+0.26%
+$854.42 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$562 
JCE Nuveen Core Equity Alpha Fund
+0.24%
+$484 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.22%
+$441 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$654.1 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$3,219.98 
JNJ Johnson & Johnson
+0.21%
+$5,031.29 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,127.63 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$4,341.36 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$621.48 
T AT&T Inc.
+0.17%
+$695.4 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$360 
JAJL Innovator EDP ETF - 6M January/July
+0.17%
+$340 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.16%
+$1,404.41 
CB Chubb Limited
+0.15%
+$10,909.52 
TPZ Tortoise Power and Energy Infrastructure Fund, Inc.
+0.14%
+$428.67 
SCD LMP Capital and Income Fund Inc.
+0.13%
+$517.76 
MMM 3M Company
+0.12%
+$430.7 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$348.54 
C Citigroup Inc.
+0.1%
+$9,002.98 
AFL Aflac Inc.
+0.09%
+$380.04 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$1,385.46 
WMT Walmart Inc.
+0.09%
+$6,927.54 
YYY Amplify High Income ETF
+0.09%
+$7,141.45 
ABT Abbott Laboratories
+0.09%
+$1,027.71 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.08%
+$694.81 
JGH Nuveen Global High Income Fund
+0.08%
+$227 
SPE Special Opportunities Fund
+0.08%
+$136.06 
THW abrdn World Healthcare Fund
+0.07%
+$109 
SOXX iShares Semiconductor ETF
+0.07%
+$598.34 
GDV Gabelli Dividend & Income Trust
+0.07%
+$150 
FDHY Fidelity Enhanced High Yield ETF
+0.06%
+$248.34 
AEP American Electric Power Company, Inc.
+0.06%
+$876.26 
HDV iShares Core High Dividend ETF
+0.04%
+$106.2 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$209.56 
DIS The Walt Disney Company
+0.03%
+$2,336.79 
NBSD Neuberger Berman Short Duration Income ETF
+0.03%
+$60 
CGNG Capital Group New Geography Equity ETF
+0.03%
+$61.12 
SHV iShares Short Treasury Bond ETF
+0.03%
+$66.09 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$302.34 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$110.64 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$60.77 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$20.24 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$124.59 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
LOOP Loop Industries Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
ICLO Invesco AAA CLO Floating Rate Note ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
EVV Eaton Vance Limited Duration Income Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FAX
FAX
0%
$0 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
0%
$0 
FCT First Trust Senior Floating Rate Income Fund II
0%
$0 
EAD Allspring Income Opportunities Fund
0%
$0 
GLV Clough Global Dividend and Income Fund
0%
$0 RQIR
RQIRT
0%
$0 
SUUN PowerBank Corporation
-11.52%
-$2,247 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$29,336.27 
AAPL Apple Inc.
-7.35%
-$2.95M 
SYK Stryker Corporation
-6.42%
-$32,884.48 
PAYP PayPay Corporation
-5.97%
-$14,112 
LIN Linde plc
-5.95%
-$63,061.86 
MU Micron Technology, Inc.
-5.9%
-$3.09M 
SNDK SanDisk Corporation
-5.09%
-$9,118.2 
AMR Alpha Metallurgical Resources, Inc.
-4.62%
-$385,201.25 
SHOP Shopify Inc.
-4.29%
-$11,728.5 
GRAL Grail, Inc.
-3.63%
-$16,715.82 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$12,432.18 
XBI SPDR S&P Biotech ETF
-2.94%
-$46,395.86 
IBKR Interactive Brokers Group Inc.
-2.75%
-$44,775.18 
QCOM QUALCOMM Incorporated
-2.63%
-$9,979.02 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$7,824.99 
ABBV AbbVie Inc.
-2.51%
-$82,977.75 
SGI Somnigroup International Inc.
-2.3%
-$10,780 
ARKK ARK Innovation ETF Fund
-2.28%
-$4,121.78 
BA Boeing Company
-2.15%
-$20,858.28 
SLV iShares Silver Trust
-2.13%
-$30,110.82 
CCJ Cameco Corporation
-2.1%
-$26,965.6 
APLD Applied Digital Corporation
-2.07%
-$7,911.2 
NFLX Netflix, Inc.
-2%
-$21,115.98 
EFX Equifax Inc.
-1.99%
-$7,325.37 
AMD Advanced Micro Devices, Inc.
-1.9%
-$40,739.25 
FLO Flowers Foods, Inc.
-1.68%
-$2,466 
UNH UnitedHealth Group Incorporated
-1.68%
-$272,456.98 
NLY Annaly Capital Management, Inc.
-1.56%
-$4,879.44 
GLD SPDR Gold Shares
-1.49%
-$73,689.31 
OIA Invesco Municipal Income Opportunities Trust
-1.47%
-$1,094.94 
IAU iShares Gold Trust
-1.46%
-$12,170.1 
NKE Nike, Inc. - Class B
-1.37%
-$3,078.64 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$31,281.28 
LOUP Innovator Deepwater Frontier Tech ETF
-1.29%
-$2,364.3 
MPT Medical Properties Trust, Inc.
-1.28%
-$660 
IGR CBRE Global Real Estate Income Fund
-1.27%
-$4,128 
HCC Warrior Met Coal Inc.
-1.23%
-$92,421.45 
MDLZ Mondelez International, Inc.
-1.22%
-$3,424.97 
F Ford Motor Company
-1.21%
-$2,645.1 
ONDS Ondas Holdings Inc.
-1.19%
-$2,067.75 
SRE Sempra
-1.15%
-$3,301.15 
NEE NextEra Energy, Inc.
-1.15%
-$7,741.65 
LOW Lowe's Companies Inc.
-1.08%
-$4,887.31 
INTC Intel Corporation
-1.02%
-$4,995.03 
ARKW ARK Next Generation Internet ETF
-1.02%
-$2,155.89 
KO The Coca-Cola Company
-1.02%
-$51,736.5 
UPS United Parcel Service, Inc.
-1%
-$2,041.2 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$5,664.4 
SOFI SoFi Technologies, Inc.
-0.97%
-$2,372 
RFI Cohen & Steers Total Return Realty Fund, Inc.
-0.95%
-$3,676.75 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.87%
-$3,072 
O Realty Income Corporation
-0.87%
-$2,037.84 
IAF abrdn Australia Equity Fund, Inc.
-0.85%
-$2,975.5 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.82%
-$6,407.2 
GILD Gilead Sciences Inc.
-0.81%
-$1,965.57 
BHK BlackRock Core Bond Trust
-0.78%
-$4,483.5 
HQH Tekla Healthcare Investors
-0.77%
-$16,746.19 
BMEZ BlackRock Health Sciences Trust II
-0.77%
-$4,856.76 
VHT Vanguard Health Care ETF
-0.76%
-$11,615.71 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.74%
-$809.2 
AWP abrdn Global Premier Properties Fund
-0.74%
-$11,978.1 
MA Mastercard Incorporated
-0.74%
-$11,245.51 
NZF Nuveen Municipal Credit Income Fund
-0.73%
-$1,782 
BLK BlackRock, Inc.
-0.73%
-$3,790.5 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$38,470.63 
IYH iShares U.S. Healthcare ETF
-0.7%
-$15,569.76 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$2,268.58 
PDO PIMCO Dynamic Income Opportunities Fund
-0.69%
-$1,861.47 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.68%
-$17,723.2 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$2,056.04 
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
-0.68%
-$1,610.28 
DUK Duke Energy Corporation
-0.67%
-$5,059.32 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$1,303.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$7,825.9 
NRO Neuberger Real Estate Securities Income Fund Inc.
-0.66%
-$4,606 
CGCB Capital Group Core Bond ETF
-0.66%
-$1,509.26 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.65%
-$10,162.35 
AMGN Amgen Inc.
-0.64%
-$14,299.74 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,594.34 
NXP Nuveen Select Tax-Free Income Portfolio
-0.63%
-$1,737 
EFA iShares MSCI EAFE ETF
-0.62%
-$34,367.52 
PM Philip Morris International Inc.
-0.61%
-$2,413.08 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-0.61%
-$3,018.84 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$1,811.84 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$3,781.06 
RMT Royce Micro-Cap Trust, Inc.
-0.58%
-$3,855.36 
SBUX Starbucks Corporation
-0.57%
-$2,701.2 
MFM MFS Municipal Income Trust
-0.56%
-$300 
ZAP Global X U.S. Electrification ETF
-0.55%
-$1,935 
VNQ Vanguard Real Estate ETF
-0.54%
-$5,632.74 
USRT iShares Core U.S. REIT ETF
-0.54%
-$1,701.26 
LLY Eli Lilly and Company
-0.53%
-$13,093.68 
THQ Abrdn Healthcare Opportunities Fund
-0.53%
-$1,151 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$4,220.02 
CGIC Capital Group International Core Equity ETF
-0.53%
-$14,072.54 
MATX Matson Inc.
-0.52%
-$1,642.98 
FTCS First Trust Capital Strength ETF
-0.51%
-$3,932.1 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$15,475.88 
FV First Trust Dorsey Wright Focus 5 ETF
-0.5%
-$1,987.01 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$27,085.61 
PMM Putnam Managed Municipal Income Trust
-0.48%
-$600 
IWM iShares Russell 2000 ETF
-0.47%
-$47,077.57 
PEP PepsiCo, Inc.
-0.46%
-$2,785.92 
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund
-0.46%
-$1,925 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.44%
-$562.6 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,746.31 
CGSD Capital Group Short Duration Income ETF
-0.43%
-$18,054.3 
NAC Nuveen California Quality Municipal Income Fund
-0.42%
-$921.5 
PAXS PIMCO Access Income Fund
-0.42%
-$739.8 
HD The Home Depot, Inc.
-0.42%
-$3,960.17 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$2,376.35 
MMU Western Asset Managed Municipals Fund
-0.4%
-$716 
BIO Bio-Rad Laboratories Inc.
-0.38%
-$1,983.98 
VGT Vanguard Information Technology ETF
-0.38%
-$52,893.87 
PCF High Income Securities Fund
-0.38%
-$274 
AXP American Express Company
-0.38%
-$47,917.99 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
-0.37%
-$882.42 
OBDC Blue Owl Capital Corporation
-0.37%
-$2,476.32 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$63,062.59 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$1,787.5 
HEQ John Hancock Diversified Income Fund
-0.35%
-$616 
FTF Franklin Limited Duration Income Trust
-0.35%
-$228 
CSRE Cohen & Steers Real Estate Active ETF
-0.34%
-$1,984.6 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$896.75 
VVR Invesco Senior Income Trust
-0.34%
-$100 
NIM Nuveen Select Maturities Municipal Fund
-0.33%
-$375 
ABEV Ambev S.A.
-0.32%
-$105.3 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$1,472.7 
DBND DoubleLine Opportunistic Bond ETF
-0.31%
-$818.85 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$7,621.02 
VXF Vanguard Extended Market ETF
-0.3%
-$1,216.94 
SDY SPDR S&P Dividend ETF
-0.28%
-$80,907.2 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$587.76 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$716.53 
DSL DoubleLine Income Solutions Fund
-0.28%
-$317.1 
FBND Fidelity Total Bond ETF
-0.27%
-$3,161.04 
VTV Vanguard Value ETF
-0.27%
-$10,747.26 
DMA Destra Multi-Alternative Fund
-0.27%
-$234 
PUI Invesco Dorsey Wright Utilities Fund
-0.26%
-$1,492.2 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$1,113.66 
HIX Western Asset High Income Fund II Inc.
-0.26%
-$4,206 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$671.08 
PTY PIMCO Corporate & Income Opportunity Fund
-0.26%
-$1,240.02 
IWN iShares Russell 2000 Value ETF
-0.25%
-$564.83 
BOE BlackRock Enhanced Global Dividend Trust
-0.25%
-$949.8 
WIW Western Asset Inflation-Linked Opportunities Fund
-0.24%
-$2,893 
COST Costco Wholesale Corporation
-0.24%
-$48,786.8 
HYT BlackRock Corporate High Yield Fund, Inc.
-0.24%
-$209.16 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$665.76 
JRS Nuveen Real Estate Income Fund
-0.23%
-$1,194 
VB Vanguard Small-Cap ETF
-0.22%
-$1,572.73 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$4,868 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$1,922.8 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$101,629.09 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$491.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,187.64 
SPBO SPDR Portfolio Corporate Bond ETF
-0.21%
-$471.54 
JQC Nuveen Credit Strategies Income Fund
-0.21%
-$398 
MKL Markel Group Inc.
-0.2%
-$20,620.68 
ACP abrdn Income Credit Strategies Fund
-0.2%
-$498.87 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$851.04 
NFG National Fuel Gas Company
-0.19%
-$790.56 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$715.93 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.19%
-$394.76 
RYLD Global X Russell 2000 Covered Call ETF
-0.19%
-$1,733.46 
EPD Enterprise Products Partners L.P.
-0.18%
-$618.6 
CFA VictoryShares US 500 Volatility Wtd ETF
-0.18%
-$1,355.64 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$5,297.37 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$709.83 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$734.19 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$372.64 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$368.6 
FEP First Trust Europe AlphaDEX Fund
-0.14%
-$2,184.77 
IDV iShares International Select Dividend ETF
-0.14%
-$8,208.66 
WTV WisdomTree U.S. Value Fund
-0.13%
-$556.22 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$488.93 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.12%
-$694.53 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$1,381.87 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.11%
-$2,483.31 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$661.44 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,807.56 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$430.7 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.09%
-$309.34 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$165.42 
CGBL Capital Group Core Balanced ETF
-0.05%
-$1,899.14 
CMF iShares California Muni Bond ETF
-0.05%
-$443.52 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,560.16 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.04%
-$164.88 
CAM AB California Intermediate Municipal ETF
-0.04%
-$84.57 
V Visa Inc. Class A
-0.04%
-$5,427.55 
CGIE Capital Group International Equity ETF
-0.03%
-$88.92 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$400.58 
FLDR Fidelity Low Duration Bond ETF
-0.02%
-$688.28 
CALI China Auto Logistics Inc.
-0.02%
-$53.58 Events
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Dividends
Dividend Analysis
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| Trades 3825 | Longs Won 2709/3825 70% | Profit Factor 20.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.02M |
| Average Win $169,210.82 | Best Trade (Aug 18) $46.09M | Sharpe Ratio -58.33 |
| Average Loss -$20,512.51 | Worst Trade (Sep 30) -$2.21M | Z-Score 20.06 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 1d | Expectancy $113,842.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 52,632 | 47,368 | 42,105 | 36,842 | 31,579 | 26,316 | 21,053 | 15,789 | 10,526 | 5,263 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 120,412 | $22.86M | $37.2M | - | $14.34M | 62.73% | -7.354% |
| ABBV AbbVie Inc. | 12,825 | $2.26M | $3.22M | - | $953,850.13 | 42.12% | -2.513% |
| ABEV Ambev S.A. | 10,530 | $24,535.32 | $32,748.3 | - | $8,212.98 | 33.47% | -0.321% |
| ABR Arbor Realty Trust Inc. | 12,945 | $100,453 | $64,854.45 | - | -$35,598.55 | -35.44% | +4.593% |
| ABT Abbott Laboratories | 11,419 | $1.26M | $1.21M | - | -$52,747.04 | -4.19% | +0.085% |
| ACP abrdn Income Credit Strategies Fund | 49,887 | $293,854.46 | $252,428.22 | - | -$41,426.24 | -14.1% | -0.197% |
| ADP Automatic Data Processing Inc. | 992 | $304,091.04 | $264,328.31 | - | -$39,762.73 | -13.08% | +0.982% |
| ADT ADT Inc. | 12,410 | $81,533 | $94,812.4 | - | $13,279.4 | 16.29% | +1.731% |
| AEP American Electric Power Company, Inc. | 12,518 | $1.71M | $1.6M | - | -$112,166.7 | -6.55% | +0.055% |
| AFL Aflac Inc. | 3,167 | $303,649.02 | $403,729.16 | - | $100,080.14 | 32.96% | +0.094% |
| AGD Abrdn Global Dynamic Dividend Fund | 30,851 | $310,641.39 | $374,839.65 | - | $64,198.26 | 20.67% | +0.496% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 13,475 | $336,787.44 | $343,882 | - | $7,094.56 | 2.11% | +0.472% |
| AIQ Global X Artificial Intelligence & Technology ETF | 33,039 | $1.56M | $1.95M | - | $389,996.72 | 25.07% | +0.341% |
| AMAT Applied Materials, Inc. | 345 | $249,435 | $175,146.15 | - | -$74,288.85 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 4,409 | $644,523.36 | $2.1M | - | $1.45M | 225.72% | -1.904% |
| AMGN Amgen Inc. | 5,766 | $1.8M | $2.22M | - | $422,994.44 | 23.53% | -0.64% |
| AMR Alpha Metallurgical Resources, Inc. | 57,925 | $11.05M | $7.94M | - | -$3.1M | -28.08% | -4.624% |
| AMZN Amazon.com Inc | 75,963 | $11.77M | $20.63M | - | $8.86M | 75.3% | +15.321% |
| AOD Abrdn Total Dynamic Dividend Fund | 95,700 | $825,771 | $1.01M | - | $182,907 | 22.15% | +1.249% |
| APLD Applied Digital Corporation | 13,640 | $320,374.8 | $373,599.6 | - | $53,224.8 | 16.61% | -2.074% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Heather Scully?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $22.22M, Citigroup Inc - $5.94M, NVIDIA Corporation - $4.55M, Apple Inc - $4.06M, and Bank of America Corporation - $3.59M. 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: Paramount Global - $3.34M, Alpha Metallurgical Resources, Inc - $1.36M, Cvr Energy Inc - $349,412.58, Bio-Rad Laboratories Inc - $249,416.61, and Tempus AI, Inc - $243,217.3. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Heather Scully's portfolio generate?
The portfolio generates substantial dividend income, with a total of $45.67M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $2.76M, SPDR S&P Dividend ETF - $2.21M, Amplify High Income ETF - $1.81M, Global X Nasdaq 100 Covered Call ETF - $1.58M, and Vanguard S&P 500 ETF - $1.46M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Heather Scully's monthly returns?
Heather Scully'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 Heather Scully's strategy be considered aggressive or moderate?
Heather Scully'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 Heather Scully's strategy?
Heather Scully's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
