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:
103.58%
Gain -1.15%
Monthly
1.73%
Yearly
22.89%
Drawdown
21.26%
$1.06B
Equity
Holdings
$1.06B
Investment
$730.68M
$418.91M
Profit -$8.31M
Realized
$89.71M
Unrealized
$329.2M
Dividends
$48.93M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.15%
Profit
-$8.31M
Win %
68%
This Week
Compared To Last Week
Gain
-1.83%
Profit
-$19.8M
Win %
68%
This Month
Compared to last month
Gain
-0.03%
Profit
-$291,958.89
Win %
68%
This Year
Compared to last year
Gain
-0.16%
Profit
-$1.61M
Win %
68%
CTSO Cytosorbents Corporation
+14.38%
+$2,291.06 
PAYP PayPay Corporation
+5.82%
+$12,537.63 
HONA Honeywell Aerospace Inc.
+3.36%
+$10,681.49 
RIG Transocean Ltd.
+3.08%
+$1,802 
OXY Occidental Petroleum Corporation
+2.77%
+$429,282 
RTX RTX Corporation
+2.62%
+$15,317.4 
NOC Northrop Grumman Corporation
+2.59%
+$43,269.08 
LMT Lockheed Martin Corporation
+2.49%
+$15,741 
SHEL Shell plc
+2.4%
+$9,402.24 
MMU Western Asset Managed Municipals Fund
+2.35%
+$3,938 
PM Philip Morris International Inc.
+2.23%
+$9,130.95 
PEP PepsiCo, Inc.
+2.07%
+$11,578.98 
XLE Energy Select Sector SPDR Fund
+1.95%
+$7,173.4 
CVX Chevron Corporation
+1.93%
+$126,291.64 
VDE Vanguard Energy ETF
+1.92%
+$31,342.24 
HGLB Highland Global Allocation Fund
+1.88%
+$20,112.64 
NFG National Fuel Gas Company
+1.86%
+$7,213.86 
MLPX Global X MLP & Energy Infrastructure ETF
+1.85%
+$6,032.4 
AEP American Electric Power Company, Inc.
+1.82%
+$28,353.27 
EPD Enterprise Products Partners L.P.
+1.8%
+$5,655.68 
DUK Duke Energy Corporation
+1.72%
+$12,347.15 
NDIV Amplify Natural Resources Dividend Income ETF
+1.68%
+$9,872.4 
F Ford Motor Company
+1.67%
+$3,012.47 
MDLZ Mondelez International, Inc.
+1.62%
+$4,536.96 
ROK Rockwell Automation, Inc.
+1.53%
+$4,173.15 
MO Altria Group, Inc.
+1.47%
+$7,603.68 
COST Costco Wholesale Corporation
+1.41%
+$294,650.25 
KO The Coca-Cola Company
+1.39%
+$73,293.37 
PMM Putnam Managed Municipal Income Trust
+1.37%
+$1,600 
EIPI FT Energy Income Partners Enhanced Income ETF
+1.34%
+$40,411.75 
PSX Phillips 66
+1.33%
+$5,011.19 
PUI Invesco Dorsey Wright Utilities Fund
+1.29%
+$6,819.35 
LHX L3Harris Technologies, Inc.
+1.28%
+$3,107.72 
SRE Sempra
+1.25%
+$3,269.1 
MRK Merck & Co., Inc.
+1.23%
+$26,317.3 
HDV iShares Core High Dividend ETF
+1.17%
+$3,663.9 
XLU Utilities Select Sector SPDR Fund
+1.16%
+$3,549.23 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+1.15%
+$6,037.68 
GE General Electric Company
+1.11%
+$11,522.28 
NEE NextEra Energy, Inc.
+1.11%
+$6,706.87 
MFM MFS Municipal Income Trust
+1.08%
+$540 
SYK Stryker Corporation
+1.04%
+$4,474.87 
ACP abrdn Income Credit Strategies Fund
+1.03%
+$2,244.91 
MQY BlackRock MuniYield Quality Fund, Inc.
+1.03%
+$1,181.46 
TPZ Tortoise Power and Energy Infrastructure Fund, Inc.
+0.98%
+$2,847.8 
VZ Verizon Communications Inc.
+0.95%
+$3,887.1 
SHLD Global X Defense Tech ETF
+0.94%
+$3,884.79 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.91%
+$7,022.05 
O Realty Income Corporation
+0.9%
+$1,819.5 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.9%
+$5,089.44 
LIN Linde plc
+0.89%
+$9,169.6 
XLP Consumer Staples Select Sector SPDR Fund
+0.88%
+$49,334.85 
VDC VANGUARD CONSUMER STAPLES ETF
+0.87%
+$5,169.76 
JPM JPMorgan Chase & Co.
+0.87%
+$49,120.8 
WMT Walmart Inc.
+0.86%
+$69,966.74 
FTF Franklin Limited Duration Income Trust
+0.83%
+$513 
BGR BlackRock Energy & Resources Trust
+0.83%
+$2,287.8 
JRS Nuveen Real Estate Income Fund
+0.83%
+$3,582 
PG Procter & Gamble Co
+0.82%
+$5,286.42 
RFI Cohen & Steers Total Return Realty Fund, Inc.
+0.82%
+$2,841.12 
ITA iShares U.S. Aerospace & Defense ETF
+0.81%
+$9,405.58 
LLY Eli Lilly and Company
+0.78%
+$20,709.93 
GNT GAMCO Natural Resources, Gold & Income Trust
+0.77%
+$707.65 
HIO Western Asset High Income Opportunity Fund Inc.
+0.76%
+$1,614.76 
JRI Nuveen Real Asset Income and Growth Fund
+0.76%
+$889.04 
IGR CBRE Global Real Estate Income Fund
+0.76%
+$1,947.38 
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund
+0.76%
+$2,876.5 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.72%
+$30,133.22 
JNJ Johnson & Johnson
+0.71%
+$17,182.33 
HD The Home Depot, Inc.
+0.71%
+$6,196.6 
SCHD Schwab U.S. Dividend Equity ETF
+0.7%
+$17,365.58 
LOW Lowe's Companies Inc.
+0.69%
+$2,928.08 
C Citigroup Inc.
+0.67%
+$57,484.97 
MKL Markel Group Inc.
+0.66%
+$65,423.54 
AFL Aflac Inc.
+0.65%
+$2,438.59 
WFC Wells Fargo & Company
+0.63%
+$11,216.92 
PGZ Principal Real Estate Income Fund
+0.63%
+$2,211 
SCD LMP Capital and Income Fund Inc.
+0.61%
+$2,329.92 
ABBV AbbVie Inc.
+0.6%
+$21,802.5 
IGA Voya Global Advantage and Premium Opportunity Fund
+0.59%
+$1,137 
PCF High Income Securities Fund
+0.59%
+$411 
CB Chubb Limited
+0.57%
+$41,579.47 
BLK BlackRock, Inc.
+0.57%
+$3,035.25 
GM General Motors Company
+0.55%
+$53,459.82 
DJIA Global X Dow 30 Covered Call ETF
+0.55%
+$6,300 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
+0.54%
+$1,282.5 
V Visa Inc. Class A
+0.53%
+$82,582.23 
BRK-B Berkshire Hathaway Inc.
+0.53%
+$227,490.24 
IDV iShares International Select Dividend ETF
+0.52%
+$30,098.42 
JPC Nuveen Preferred & Income Opportunities Fund
+0.52%
+$1,495.23 
AAPL Apple Inc.
+0.5%
+$205,302.46 
HCC Warrior Met Coal Inc.
+0.49%
+$41,076.2 
FLO Flowers Foods, Inc.
+0.49%
+$616.5 
GEV GE Vernova Inc.
+0.48%
+$10,604.08 
NKE Nike, Inc. - Class B
+0.46%
+$902.36 
IFRA iShares U.S. Infrastructure
+0.45%
+$3,763.8 
ZAP Global X U.S. Electrification ETF
+0.45%
+$1,505 
T AT&T Inc.
+0.45%
+$1,825.42 
PFE Pfizer Inc.
+0.42%
+$4,867.12 
FTCS First Trust Capital Strength ETF
+0.41%
+$3,160.33 
BRK-A Berkshire Hathaway Inc.
+0.4%
+$6,378.02 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.39%
+$8,277.7 
UTG Reaves Utility Income Fund
+0.39%
+$9,345.44 
GLV Clough Global Dividend and Income Fund
+0.35%
+$906 
TDG TransDigm Group Inc.
+0.34%
+$1,734.35 
SDY SPDR S&P Dividend ETF
+0.34%
+$97,456.4 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.31%
+$2,431.84 
ASML ASML Holding N.V. New York Registry Shares
+0.29%
+$6,816.74 
NIM Nuveen Select Maturities Municipal Fund
+0.23%
+$250 
STEW SRH Total Return Fund, Inc.
+0.22%
+$770 
DGRO iShares Core Dividend Growth ETF
+0.21%
+$537.4 
FCT First Trust Senior Floating Rate Income Fund II
+0.21%
+$310.74 
MYI BlackRock MuniYield Quality Fund III, Inc.
+0.2%
+$202.3 
FEP First Trust Europe AlphaDEX Fund
+0.2%
+$3,004.1 
OIA Invesco Municipal Income Opportunities Trust
+0.17%
+$121.66 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.17%
+$1,485.8 
EFV iShares MSCI EAFE Value ETF
+0.16%
+$1,275.82 
ADP Automatic Data Processing Inc.
+0.16%
+$456.42 
MGV Vanguard Mega Cap Value ETF
+0.16%
+$455.52 
ABEV Ambev S.A.
+0.15%
+$52.65 
CSRE Cohen & Steers Real Estate Active ETF
+0.15%
+$793.84 
AMGN Amgen Inc.
+0.14%
+$3,459.61 
VYMI Vanguard International High Dividend Yield Index Fund
+0.14%
+$4,088 
VYM Vanguard High Dividend Yield ETF
+0.13%
+$2,132.4 
CAT Caterpillar Inc.
+0.13%
+$2,034.09 
VNQ Vanguard Real Estate ETF
+0.13%
+$1,220.43 
ABT Abbott Laboratories
+0.12%
+$1,484.47 
BHK BlackRock Core Bond Trust
+0.12%
+$640.5 
PWZ Invesco California AMT-Free Municipal Bond ETF
+0.11%
+$578.77 
XLF Financial Select Sector SPDR Fund
+0.11%
+$1,807.56 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.11%
+$245.87 
USRT iShares Core U.S. REIT ETF
+0.1%
+$298.87 
VTV Vanguard Value ETF
+0.1%
+$4,189.68 
DIS The Walt Disney Company
+0.09%
+$7,789.3 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.06%
+$247.32 
FLDR Fidelity Low Duration Bond ETF
+0.05%
+$1,720.4 
NZF Nuveen Municipal Credit Income Fund
+0.05%
+$99 
CALI China Auto Logistics Inc.
+0.04%
+$107.16 
NMAI Nuveen Multi-Asset Income Fund
+0.04%
+$227.06 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$70.84 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$529.1 
SHV iShares Short Treasury Bond ETF
+0.03%
+$77.11 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$79.12 
NRO Neuberger Real Estate Securities Income Fund Inc.
+0.02%
+$138.18 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$224.97 
NBSD Neuberger Berman Short Duration Income ETF
+0.01%
+$20 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$211.69 
VFH Vanguard Financials ETF (primary ticker: VFH)
0%
+$9.7 
ADT ADT Inc.
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
ASGI abrdn Global Infrastructure Fund
0%
$0 
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FAX
FAX
0%
$0 
SRV NXG Cushing Midstream Energy Fund
0%
$0 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
0%
$0 
EAD Allspring Income Opportunities Fund
0%
$0 
IAE Voya Asia Pacific High Dividend Equity Income Fund
0%
$0 
IHD Voya Emerging Markets High Dividend Equity Fund
0%
$0 RQIR
RQIRT
0%
$0 
GRAL Grail, Inc.
-10.34%
-$90,706 
APLD Applied Digital Corporation
-9.78%
-$27,211.8 
LOOP Loop Industries Inc.
-8.68%
-$5,414 
PLTR Palantir Technologies Inc.
-7.18%
-$431,440.98 
CRWD CrowdStrike Holdings, Inc.
-7.03%
-$31,620.42 
COHR Coherent Corp.
-6.5%
-$12,844 
SLDPW Solid Power, Inc. Warrant
-6.11%
-$22.77 
STX Seagate Technology Holdings plc
-5.85%
-$49,663.89 
P Everpure Inc.
-5.84%
-$62,327.71 
PTF Invesco Dorsey Wright Technology ETF
-5.49%
-$12,707.22 
SATL Satellogic Inc.
-5.11%
-$3,677.73 
SNDK SanDisk Corporation
-5.06%
-$9,874.2 
ONDS Ondas Holdings Inc.
-4.72%
-$6,892.5 
WDC Western Digital Corporation
-4.62%
-$9,662.03 
INTC Intel Corporation
-4.52%
-$23,149.01 
LOUP Innovator Deepwater Frontier Tech ETF
-4.06%
-$7,236.68 
AMD Advanced Micro Devices, Inc.
-4.05%
-$100,481.02 
BAI iShares A.I. Innovation and Tech Active ETF
-3.9%
-$92,214.85 
MU Micron Technology, Inc.
-3.88%
-$2.16M 
ARKK ARK Innovation ETF Fund
-3.86%
-$8,218.73 
ORCL Oracle Corporation
-3.81%
-$22,225.92 
MRVL Marvell Technology, Inc.
-3.74%
-$6,579.23 
FXL First Trust Technology AlphaDEX Fund
-3.73%
-$13,612.5 
ARKW ARK Next Generation Internet ETF
-3.64%
-$9,013.45 
IBKR Interactive Brokers Group Inc.
-3.54%
-$54,845.08 
XBI SPDR S&P Biotech ETF
-3.27%
-$50,983.14 
QTEC First Trust NASDAQ-100 Technology Index Fund
-3.24%
-$8,034.3 
SOFI SoFi Technologies, Inc.
-3.21%
-$7,190.12 
AVGO Broadcom Inc.
-3.17%
-$137,326.54 
SE Sea Ltd.
-3.09%
-$6,977.18 
AMAT Applied Materials, Inc.
-3.06%
-$4,536.75 
META Meta Platforms Inc Class A
-3.04%
-$110,991.85 
CRM Salesforce Inc
-2.88%
-$10,415.94 
AIQ Global X Artificial Intelligence & Technology ETF
-2.82%
-$59,635.39 
IGM iShares Expanded Tech Sector ETF
-2.77%
-$6,540.98 
SHOP Shopify Inc.
-2.72%
-$10,834.9 
RYT Invesco S&P 500 Equal Weight ETF
-2.72%
-$12,485.35 
QTUM Defiance Quantum ETF
-2.7%
-$66,439.01 
ABR Arbor Realty Trust Inc.
-2.68%
-$970.87 
TSLA Tesla, Inc.
-2.68%
-$113,955.6 
NFLX Netflix, Inc.
-2.64%
-$27,696.65 
TRFM AAM Transformers ETF
-2.57%
-$11,657.1 
SOXX iShares Semiconductor ETF
-2.57%
-$21,955.05 
NOK Nokia Corporation Sponsored ADR
-2.49%
-$3,312.41 
BIO Bio-Rad Laboratories Inc.
-2.47%
-$14,400 
VRT Vertiv Holdings Co
-2.45%
-$3,948.75 
XLK State Street Technology Select Sector SPDR ETF
-2.38%
-$1.2M 
CVNA Carvana Co.
-2.29%
-$10,716.9 
FTEC Fidelity MSCI Information Technology Index ETF
-2.27%
-$12,354.37 
VGT Vanguard Information Technology ETF
-2.27%
-$341,842.01 
MSFT Microsoft Corp.
-2.27%
-$230,564.88 
IWP iShares Russell Mid-Cap Growth ETF
-2.24%
-$10,308.76 
GARP iShares MSCI USA Quality GARP ETF
-2.23%
-$5,860.86 
MTUM iShares MSCI USA Momentum Factor ETF
-2.23%
-$4,159.68 
CCJ Cameco Corporation
-2.13%
-$25,872.4 
SMH VanEck Semiconductor ETF
-2.09%
-$136,714.75 
MPT Medical Properties Trust, Inc.
-2.09%
-$715 
ETN Eaton Corporation plc
-2.06%
-$7,944.37 
GOOGL Alphabet Inc
-2.04%
-$90,714.99 
ASG Liberty All-Star Growth Fund, Inc.
-1.98%
-$1,010.4 
CSCO Cisco Systems, Inc.
-1.98%
-$17,531.43 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.98%
-$56,571.27 
AVK Advent Convertible and Income Fund
-1.98%
-$14,764.86 
GOOG Alphabet Inc
-1.95%
-$536,397.4 
OXLC Oxford Lane Capital Corp
-1.9%
-$1,565.96 
SPCX Space Exploration Technologies Corp. Class A
-1.9%
-$9,153.72 
QQQM Invesco NASDAQ 100 ETF
-1.9%
-$66,575.4 
VOX Vanguard Communication Services ETF
-1.9%
-$4,571.34 
QQQ Invesco QQQ Trust, Series 1
-1.86%
-$228,087.15 
PDP Invesco Dorsey Wright Momentum ETF
-1.82%
-$9,650.79 
GPIQ Nasdaq 100 Core Premium Income ETF
-1.8%
-$19,905.5 
CGGR Capital Group Growth ETF
-1.79%
-$112,582.98 
VOT Vanguard Mid-Cap Growth ETF
-1.79%
-$5,549.3 
MGK Vanguard Mega Cap Growth ETF
-1.75%
-$332,494.59 
IWY iShares Russell Top 200 Growth ETF
-1.73%
-$7,433.6 
VXF Vanguard Extended Market ETF
-1.72%
-$6,796.01 
MATX Matson Inc.
-1.69%
-$6,207.75 
OBDC Blue Owl Capital Corporation
-1.69%
-$10,833.9 
VUG Vanguard Growth ETF
-1.68%
-$263,386.28 
IWF iShares Russell 1000 Growth ETF
-1.65%
-$12,279.5 
HQH Tekla Healthcare Investors
-1.64%
-$31,128.21 
SPMO Invesco S&P 500 Momentum ETF
-1.6%
-$3,538.9 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.58%
-$93,256.55 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.57%
-$14,686.58 
AGD Abrdn Global Dynamic Dividend Fund
-1.56%
-$5,398.93 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.55%
-$2,995.94 
XLC Communication Services Select Sector SPDR Fund
-1.55%
-$4,137.72 
UNH UnitedHealth Group Incorporated
-1.53%
-$240,278.58 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.53%
-$49,044.17 
FTQI First Trust Nasdaq BuyWrite Fund
-1.51%
-$3,785.6 
CLM Cornerstone Strategic Investment Fund, Inc.
-1.51%
-$1,282.5 
AMZN Amazon.com Inc
-1.51%
-$292,456.79 
CHW Calamos Global Dynamic Income Fund
-1.51%
-$3,912 
IWM iShares Russell 2000 ETF
-1.5%
-$139,370.49 
QDVO Amplify CWP Growth & Income ETF
-1.49%
-$5,340 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.48%
-$10,124.66 
PBK PowerBank Corporation
-1.47%
-$90 
BSTZ BlackRock Science and Technology Term Trust
-1.43%
-$17,726 
HEQ John Hancock Diversified Income Fund
-1.41%
-$2,464 
EEM iShares MSCI Emerging Markets ETF
-1.4%
-$27,299.29 
FV First Trust Dorsey Wright Focus 5 ETF
-1.4%
-$5,887.44 
RVT Royce Small-Cap Trust, Inc.
-1.38%
-$10,985.26 
BABA Alibaba Group Holding Limited SP ADR
-1.38%
-$190,812.78 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.35%
-$3,171.53 
PTY PIMCO Corporate & Income Opportunity Fund
-1.34%
-$5,993.43 
IEMG iShares Core MSCI Emerging Markets ETF
-1.33%
-$19,606.24 
RYLD Global X Russell 2000 Covered Call ETF
-1.33%
-$11,844.9 
RMT Royce Micro-Cap Trust, Inc.
-1.32%
-$8,192.64 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1.32%
-$5,481.47 
BLCR iShares Large Cap Core ACT ETF
-1.27%
-$11,886.84 
ESGV Vanguard ESG U.S. Stock ETF
-1.25%
-$6,617.7 
QCOM QUALCOMM Incorporated
-1.25%
-$5,577.2 
VB Vanguard Small-Cap ETF
-1.22%
-$8,364.33 
CGNG Capital Group New Geography Equity ETF
-1.2%
-$2,567.04 
SGI Somnigroup International Inc.
-1.19%
-$5,390 
QSPT FT Vest Nasdaq-100 Buffer ETF
-1.18%
-$2,829.54 
PDO PIMCO Dynamic Income Opportunities Fund
-1.17%
-$2,895.62 
VWO Vanguard FTSE Emerging Markets ETF
-1.17%
-$3,002.36 
SCHM Schwab U.S. Mid-Cap ETF
-1.14%
-$4,887.73 
DMA Destra Multi-Alternative Fund
-1.1%
-$936 
CGMM Capital Group U.S. Small and Mid Cap ETF
-1.1%
-$27,793.2 
CSQ Calamos Strategic Total Return Fund
-1.09%
-$7,113.48 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-1.09%
-$3,543.03 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.09%
-$3,173.39 
USA Liberty All Star Equity Fund
-1.09%
-$2,505.68 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-1.07%
-$7,222.5 
XLG Invesco S&P 500 Top 50 ETF
-1.06%
-$8,453.08 
SCHB Schwab U.S. Broad Market ETF
-1.06%
-$2,604.42 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-1.04%
-$2,187.12 
EOD Allspring Global Dividend Opportunity Fund
-1.02%
-$9,314.5 
IWL iShares Russell Top 200 ETF
-1.02%
-$8,822.85 
PFF iShares Preferred and Income Securities ETF
-1.01%
-$3,427.31 
XYLD Global X S&P 500 Covered Call ETF
-1%
-$26,147.94 
OEF iShares S&P 100 ETF
-1%
-$18,163.78 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-1%
-$72,888.98 
TMO Thermo Fisher Scientific Inc.
-0.99%
-$4,857.08 
ESGU iShares ESG Aware MSCI USA ETF
-0.98%
-$5,765.07 
IWB iShares Russell 1000 ETF
-0.98%
-$9,674.36 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.97%
-$182,100.34 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.96%
-$108,904.08 
IBM International Business Machines Corporation
-0.95%
-$11,509.03 
IYY iShares Dow Jones U.S. ETF
-0.95%
-$11,590.75 
EFX Equifax Inc.
-0.94%
-$3,152 
VCR Vanguard Consumer Discretionary ETF
-0.93%
-$3,027.97 
AZN AstraZeneca PLC American Depositary Shares
-0.93%
-$5,147.91 
GLO Clough Global Opportunities Fund
-0.92%
-$753 
IWR iShares Russell Mid-Cap ETF
-0.92%
-$1,905.48 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.9%
-$16,621.25 
VOO Vanguard S&P 500 ETF
-0.9%
-$419,372.04 
IVV iShares Core S&P 500 ETF
-0.89%
-$193,087.2 
IJH iShares Core S&P Mid-Cap ETF
-0.88%
-$5,332.86 
FELC Fidelity Enhanced Large Cap Core ETF
-0.88%
-$2,254.85 
CGUS Capital Group Core Equity ETF
-0.88%
-$10,092.25 
SPY SPDR S&P 500 ETF Trust
-0.87%
-$73,087.58 
IGD Voya Global Equity Dividend Fund
-0.87%
-$4,840 
MDY SPDR S&P MidCap 400 ETF Trust
-0.86%
-$3,203.4 
IJR iShares Core S&P Small-Cap ETF
-0.85%
-$11,719.89 
UPS United Parcel Service, Inc.
-0.85%
-$1,613.52 
GPIX S&P 500 Core Premium Income Fund
-0.84%
-$5,178.46 
QDEC FT Vest Nasdaq-100 Buffer ETF
-0.83%
-$2,104.5 
IWN iShares Russell 2000 Value ETF
-0.82%
-$1,781.85 
VT Vanguard Total World Stock ETF
-0.81%
-$67,381.86 
BST BlackRock Science and Technology Trust
-0.81%
-$27,651.97 
PCEF Invesco CEF Income Composite ETF
-0.8%
-$2,992.28 
NLY Annaly Capital Management, Inc.
-0.79%
-$1,965.33 
WAGN Pabrai Wagons ETF
-0.79%
-$3,142.55 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.73%
-$3,812.19 
BGY BlackRock Enhanced International Dividend Trust
-0.73%
-$1,376.2 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.72%
-$2,425.5 
NVDA NVIDIA Corporation
-0.7%
-$129,587.94 
CGDV Capital Group Dividend Value ETF
-0.7%
-$13,039.27 
THW abrdn World Healthcare Fund
-0.7%
-$926.5 
QUAL iShares MSCI USA Quality Factor ETF
-0.69%
-$4,425.83 
PAXS PIMCO Access Income Fund
-0.69%
-$1,109.7 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.68%
-$2,192.91 
BMEZ BlackRock Health Sciences Trust II
-0.67%
-$4,452.03 
MMM 3M Company
-0.66%
-$2,245.84 
SPGP Invesco S&P 500 GARP ETF
-0.64%
-$9,780.32 
IDE Voya Infrastructure, Industrials and Materials Fund
-0.61%
-$1,830 
SLV iShares Silver Trust
-0.6%
-$8,185.39 
GILD Gilead Sciences Inc.
-0.58%
-$1,690.04 
GSEP FT Vest US Equity Moderate B Fund
-0.56%
-$3,456 
UNP Union Pacific Corporation
-0.56%
-$3,662.8 
DVA DaVita Inc.
-0.56%
-$2,864.32 
CGBL Capital Group Core Balanced ETF
-0.55%
-$19,466.19 
NVO Novo Nordisk A/S Sponsored ADR
-0.55%
-$1,392.34 
NJAN Innovator Growth 100 Power Buffer ETF - January
-0.53%
-$1,468.8 
VO Vanguard Mid-Cap ETF
-0.52%
-$16,381.68 
BUFR FT Vestladder Buffer ETF-USD I
-0.52%
-$19,551.28 
AMR Alpha Metallurgical Resources, Inc.
-0.5%
-$49,236.25 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.5%
-$1,778.7 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.48%
-$992.25 
B BARRICK MINING CORP Common Stock (ABR0)
-0.47%
-$1,532.73 
JCE Nuveen Core Equity Alpha Fund
-0.47%
-$968 
DSL DoubleLine Income Solutions Fund
-0.46%
-$475.65 
USMV iShares MSCI USA Min Vol Factor ETF
-0.46%
-$7,158.21 
VHT Vanguard Health Care ETF
-0.45%
-$7,272.26 
AOD Abrdn Total Dynamic Dividend Fund
-0.44%
-$4,306.5 
YYY Amplify High Income ETF
-0.44%
-$32,136.53 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.43%
-$2,408.27 
RSP Invesco S&P 500 Equal Weight ETF
-0.42%
-$13,028.47 
GLD SPDR Gold Shares
-0.41%
-$20,651.4 
CGVV Capital Group U.S. Large Value ETF
-0.41%
-$884.91 
JFR Nuveen Floating Rate Income Fund
-0.41%
-$434.28 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.39%
-$3,297.84 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.39%
-$1,016.26 
GJUL FT Vest US Equity Moderate Class B
-0.39%
-$1,003.9 
IAU iShares Gold Trust
-0.39%
-$3,284.85 
RDVI FT Vest Rising Dividend Achievers Fund
-0.39%
-$792 
HYT BlackRock Corporate High Yield Fund, Inc.
-0.39%
-$313.74 
XAR SPDR S&P Aerospace & Defense ETF
-0.39%
-$1,523.27 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.37%
-$2,170.87 
SOR Source Capital
-0.35%
-$1,868.41 
ARDC Ares Dynamic Credit Allocation Fund, Inc.
-0.35%
-$802 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.35%
-$4,851.3 
JGH Nuveen Global High Income Fund
-0.35%
-$908 
RIV RiverNorth Opportunities Fund, Inc.
-0.35%
-$1,558.44 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.34%
-$1,777.56 
GDV Gabelli Dividend & Income Trust
-0.34%
-$712.5 
THQ Abrdn Healthcare Opportunities Fund
-0.33%
-$690.6 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.32%
-$1,105.92 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.32%
-$17,210.54 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.31%
-$1,294.31 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
-0.3%
-$693.33 
TDY Teledyne Technologies Incorporated
-0.3%
-$2,146 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$1,781.78 
UDEC Innovator U.S. Equity Ultra Fund
-0.27%
-$1,499.48 
GJAN FT Vest US Equity Moderate Fund B
-0.27%
-$579.14 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
-0.27%
-$1,021.25 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.26%
-$628.83 
VIS Vanguard Industrials ETF
-0.25%
-$1,407.51 
SPBO SPDR Portfolio Corporate Bond ETF
-0.25%
-$550.13 
IAF abrdn Australia Equity Fund, Inc.
-0.24%
-$811.5 
CGIC Capital Group International Core Equity ETF
-0.24%
-$6,295.61 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$450.3 
SBUX Starbucks Corporation
-0.23%
-$1,012.95 
CW Curtiss-Wright Corporation
-0.23%
-$1,824.9 
PAVE Global X U.S. Infrastructure Development ETF
-0.23%
-$500.28 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.22%
-$556.29 
JQC Nuveen Credit Strategies Income Fund
-0.22%
-$398 
CGIE Capital Group International Equity ETF
-0.22%
-$711.36 
NXP Nuveen Select Tax-Free Income Portfolio
-0.22%
-$551.98 
JEPI JPMorgan Equity Premium Income Fund
-0.21%
-$17,314.2 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.21%
-$394.76 
AWP abrdn Global Premier Properties Fund
-0.2%
-$2,661.8 
BA Boeing Company
-0.19%
-$1,577.52 
WIW Western Asset Inflation-Linked Opportunities Fund
-0.19%
-$2,169.75 
MA Mastercard Incorporated
-0.19%
-$3,042.93 
CGCP Capital Group Core Plus Income ETF
-0.19%
-$548.28 
IWD iShares Russell 1000 Value ETF
-0.18%
-$844.59 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.18%
-$2,081.37 
IYH iShares U.S. Healthcare ETF
-0.17%
-$4,216.81 
BALT Inn Defined Wealth Shield Mutual Fund
-0.17%
-$621.48 
DBND DoubleLine Opportunistic Bond ETF
-0.17%
-$438.68 
JAJL Innovator EDP ETF - 6M January/July
-0.17%
-$346.8 
FOF Cohen & Steers Closed-End Opportunity Fund
-0.16%
-$1,009.36 
CGCB Capital Group Core Bond ETF
-0.16%
-$355.12 
FBND Fidelity Total Bond ETF
-0.15%
-$1,712.23 
XLV Health Care Select Sector SPDR Fund
-0.15%
-$1,013.52 
HIX Western Asset High Income Fund II Inc.
-0.14%
-$2,103 
AXP American Express Company
-0.13%
-$15,846.64 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.13%
-$294.72 
BOE BlackRock Enhanced Global Dividend Trust
-0.13%
-$474.9 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.13%
-$1,999.14 
BAC Bank of America Corporation
-0.12%
-$11,591.82 
VIG Vanguard Dividend Appreciation ETF
-0.11%
-$19,485.67 
XLI Industrial Select Sector SPDR Fund
-0.11%
-$1,242.6 
FDHY Fidelity Enhanced High Yield ETF
-0.1%
-$413.9 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.1%
-$477.23 
CAM AB California Intermediate Municipal ETF
-0.1%
-$211.43 
NWBI Northwest Bancshares Inc.
-0.1%
-$324.17 
NAC Nuveen California Quality Municipal Income Fund
-0.1%
-$184.3 
WTV WisdomTree U.S. Value Fund
-0.09%
-$397.3 
IVE ISHARES S&P 500 VALUE ETF
-0.09%
-$334.11 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.09%
-$255.07 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.08%
-$624.7 
JMUB JPMorgan Municipal Bond ETF
-0.07%
-$879.37 
IUSV iShares Core S&P U.S. Value ETF
-0.07%
-$1,460.4 
EFA iShares MSCI EAFE ETF
-0.06%
-$3,384.68 
EVV Eaton Vance Limited Duration Income Fund
-0.06%
-$358.25 
VCV Invesco California Value Municipal Income Trust
-0.06%
-$91.5 
IEFA iShares Core MSCI EAFE ETF
-0.05%
-$185.31 
SPE Special Opportunities Fund
-0.04%
-$68.03 
CGSD Capital Group Short Duration Income ETF
-0.04%
-$1,641.3 
ICLO Invesco AAA CLO Floating Rate Note ETF
-0.04%
-$89 
VVR Invesco Senior Income Trust
-0.04%
-$11 
CFA VictoryShares US 500 Volatility Wtd ETF
-0.03%
-$229.77 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.03%
-$91.16 
CMF iShares California Muni Bond ETF
-0.02%
-$147.84 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3825 | Longs Won 2582/3825 67% | Profit Factor 15.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $988,457.31 |
| Average Win $173,422.47 | Best Trade (Oct 15) $41.35M | Sharpe Ratio -58.32 |
| Average Loss -$23,220.2 | Worst Trade (Sep 30) -$2.21M | Z-Score 11.55 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 4d | Expectancy $109,520.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 120,412 | $22.86M | $41.39M | - | $18.53M | 81.06% | +0.499% |
| ABBV AbbVie Inc. | 12,825 | $2.26M | $3.66M | - | $1.39M | 61.47% | +0.6% |
| ABEV Ambev S.A. | 10,530 | $24,535.32 | $34,380.45 | - | $9,845.13 | 40.13% | +0.153% |
| ABR Arbor Realty Trust Inc. | 12,945 | $100,453 | $35,275.12 | - | -$65,177.88 | -64.88% | -2.679% |
| ABT Abbott Laboratories | 11,419 | $1.26M | $1.2M | - | -$62,909.95 | -4.99% | +0.124% |
| ACP abrdn Income Credit Strategies Fund | 49,887 | $293,854.46 | $219,253.36 | - | -$74,601.1 | -25.39% | +1.034% |
| ADP Automatic Data Processing Inc. | 992 | $304,091.04 | $283,821.22 | - | -$20,269.82 | -6.67% | +0.161% |
| ADT ADT Inc. | 12,410 | $81,533 | $85,194.65 | - | $3,661.65 | 4.49% | 0.0 |
| AEP American Electric Power Company, Inc. | 12,518 | $1.71M | $1.58M | - | -$128,377.51 | -7.5% | +1.822% |
| AFL Aflac Inc. | 3,167 | $303,649.02 | $376,302.94 | - | $72,653.92 | 23.93% | +0.652% |
| AGD Abrdn Global Dynamic Dividend Fund | 30,851 | $310,641.39 | $341,366.31 | - | $30,724.92 | 9.89% | -1.557% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 13,475 | $336,787.44 | $336,336 | - | -$451.44 | -0.13% | -0.716% |
| AIQ Global X Artificial Intelligence & Technology ETF | 33,039 | $1.56M | $2.06M | - | $502,164.12 | 32.28% | -2.816% |
| AMAT Applied Materials, Inc. | 345 | $249,435 | $143,816.7 | - | -$105,618.3 | -42.34% | -3.058% |
| AMD Advanced Micro Devices, Inc. | 4,409 | $644,523.36 | $2.38M | - | $1.73M | 269.02% | -4.053% |
| AMGN Amgen Inc. | 5,766 | $1.8M | $2.51M | - | $708,238.46 | 39.39% | +0.138% |
| AMR Alpha Metallurgical Resources, Inc. | 57,925 | $11.05M | $9.78M | - | -$1.27M | -11.45% | -0.501% |
| AMZN Amazon.com Inc | 75,963 | $11.77M | $19.06M | - | $7.29M | 61.96% | -1.511% |
| AOD Abrdn Total Dynamic Dividend Fund | 95,700 | $825,771 | $968,005.5 | - | $142,234.5 | 17.22% | -0.443% |
| APLD Applied Digital Corporation | 13,640 | $320,374.8 | $250,907.8 | - | -$69,467 | -21.68% | -9.784% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $22.23M, Citigroup Inc - $5.94M, NVIDIA Corporation - $4.57M, Apple Inc - $4.06M, and Bank of America Corporation - $3.65M. 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 $48.93M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $2.82M, SPDR S&P Dividend ETF - $2.38M, Amplify High Income ETF - $1.98M, Global X Nasdaq 100 Covered Call ETF - $1.61M, and Vanguard S&P 500 ETF - $1.58M. 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.
2026 © Marketlog. All Rights Reserved.
