Jessica Vickery Portfolio
Invests via BlueChip Wealth Advisors LLC | Managed by Jessica Renee Vickery, Marcus Alan Ashworth, Beau Hunter Davis, Kevin Lamar Rainwater, Scott McQuilken, David Mitchel Smith, John Cronin
Invests via BlueChip Wealth Advisors LLC
Managed by Jessica Renee Vickery, Marcus Alan Ashworth, Beau Hunter Davis, Kevin Lamar Rainwater, Scott McQuilken, David Mitchel Smith, John Cronin
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Jessica Vickery Profile
Senior investor and former operator with a focus on growth-stage technology companies, particularly SaaS and fintech. Jessica Vickery combines hands-on product and go-to-market experience with portfolio management, sourcing deal flow and advising on scaling revenue and unit economics. Regular board observer and active mentor to founders, prioritizing metrics-driven growth, customer retention and efficient capital deployment. Often engages in cross-border transactions and collaborates with PE and strategic partners on late venture and growth equity rounds.
Senior investor and former operator with a focus on growth-stage technology companies, particularly SaaS and fintech. Jessica Vickery combines hands-on product and go-to-market experience with portfolio management, sourcing deal flow and advising on scaling revenue and unit economics. Regular board observer and active mentor to founders, prioritizing metrics-driven growth, customer retention and efficient capital deployment. Often engages in cross-border transactions and collaborates with PE and strategic partners on late venture and growth equity rounds.
Investment Philosophy & Strategy
Senior investor and former operator who targets growth-stage technology companies—primarily SaaS and fintech—with a bias for revenue scalability and durable unit economics. Focuses on metrics-driven underwriting, customer retention and capital-efficient go-to-market plays; typically takes active board observer roles and provides hands-on product and GTM support. Prefers growth-equity and late-venture financings, leverages cross-border deal networks and partnerships with PE and strategics to de-risk scale.
Senior investor and former operator who targets growth-stage technology companies—primarily SaaS and fintech—with a bias for revenue scalability and durable unit economics. Focuses on metrics-driven underwriting, customer retention and capital-efficient go-to-market plays; typically takes active board observer roles and provides hands-on product and GTM support. Prefers growth-equity and late-venture financings, leverages cross-border deal networks and partnerships with PE and strategics to de-risk scale.
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:
28.81%
Gain -0.01%
Monthly
0.86%
Yearly
10.86%
Drawdown
14.9%
$247.69M
Equity
Holdings
$247.69M
Investment
$198.76M
$62.58M
Profit -$22,081.63
Realized
$13.65M
Unrealized
$48.93M
Dividends
$10.63M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$22,081.63
Win %
79%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$16,153.64
Win %
79%
This Month
Compared to last month
Gain
-0.21%
Profit
-$520,991.77
Win %
79%
This Year
Compared to last year
Gain
-0.91%
Profit
-$1.23M
Win %
78%
DFDVW DeFi Development Corp. Warrant (Expiring January 21, 2028, Exercise Price $22.50)
+12.5%
+$700 
VYX NCR Voyix Corp
+10.25%
+$13,477.26 
STX Seagate Technology Holdings plc
+7.25%
+$36,007.4 
COHR Coherent Corp.
+5.9%
+$37,065.6 
CEG Constellation Energy Corporation
+2.86%
+$15,707.4 
T AT&T Inc.
+2.52%
+$4,675.38 
JPM JPMorgan Chase & Co.
+2.31%
+$5,892.45 
FSK FS KKR Capital Corp.
+2.22%
+$2,422.8 
TFC Truist Financial Corporation
+1.93%
+$47,804.4 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.85%
+$12,963 
TSLA Tesla, Inc.
+1.82%
+$7,505.68 
BAC Bank of America Corporation
+1.56%
+$6,740.68 
MATX Matson Inc.
+1.49%
+$7,296.4 
COP ConocoPhillips
+1.4%
+$6,144.66 
ABBV AbbVie Inc.
+1.32%
+$6,781.36 
O Realty Income Corporation
+1.31%
+$3,733.29 
C Citigroup Inc.
+1.27%
+$17,814.72 
DVY iShares Select Dividend ETF
+1.19%
+$3,891.12 
AFL Aflac Inc.
+1.16%
+$78,513.3 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$64,481.94 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$11,549.07 
PECO Phillips Edison & Company, Inc.
+1.08%
+$3,571.65 
JNJ Johnson & Johnson
+1.07%
+$5,869.94 
FJP First Trust Japan AlphaDEX Fund
+1.05%
+$3,209.06 
V Visa Inc. Class A
+1.05%
+$6,666.64 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$2,355.1 
IWD iShares Russell 1000 Value ETF
+0.98%
+$12,572.5 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$13,159.78 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.97%
+$53,782.34 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$14,343.6 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$4,218 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.91%
+$78,065.68 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$77,223.19 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$118,350.74 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$1,955.62 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$3,868.2 
FEX First Trust Large Cap Core Fund A
+0.87%
+$2,485.25 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.83%
+$3,636.09 
JKH iShares Morningstar Mid-Cap Growth ETF
+0.83%
+$2,050.62 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$10,859.14 
FDD First Trust STOXX European Select Dividend Index Fund
+0.81%
+$9,435.52 
DGT SPDR Global Dow ETF
+0.8%
+$5,383.37 
QGRO American Century U.S. Quality Growth ETF
+0.8%
+$5,917.44 
EMLP First Trust North American Energy Infrastructure Fund
+0.79%
+$17,640.22 
SO The Southern Company
+0.78%
+$8,927.9 
SLV iShares Silver Trust
+0.77%
+$2,795.09 
CGDG Capital Group Dividend Growers ETF
+0.77%
+$41,477.54 
GE General Electric Company
+0.76%
+$1,943.1 
CVX Chevron Corporation
+0.75%
+$2,573.2 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$62,356.7 
HD The Home Depot, Inc.
+0.73%
+$32,539.36 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.72%
+$17,977.41 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$74,802.56 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$7,560.1 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$2,161.38 
VB Vanguard Small-Cap ETF
+0.7%
+$2,657.39 
COST Costco Wholesale Corporation
+0.68%
+$2,377.62 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$3,980 
VOOV Vanguard S&P 500 Value ETF
+0.68%
+$3,959 
IGF iShares Global Infrastructure ETF
+0.67%
+$1,915.2 
CGDV Capital Group Dividend Value ETF
+0.66%
+$35,427.2 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$1,583.68 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$42,579.8 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$1,757.5 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.56%
+$9,293.76 
CGCV Capital Group Conservative Equity ETF
+0.56%
+$14,211.9 
IVV iShares Core S&P 500 ETF
+0.55%
+$42,294.92 
VOO Vanguard S&P 500 ETF
+0.55%
+$17,365.1 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$4,791 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$84,324.45 
GOOGL Alphabet Inc
+0.53%
+$4,843.76 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$5,585 
IWB iShares Russell 1000 ETF
+0.52%
+$1,688.95 
FTGS First Trust Growth Strength ETF
+0.5%
+$3,461.43 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$2,358.4 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.46%
+$3,661.83 
GOOG Alphabet Inc
+0.45%
+$3,335.98 
WMT Walmart Inc.
+0.45%
+$2,300.4 
IXUS iShares Core International Stock ETF
+0.43%
+$11,038.02 
FEGE First Eagle Global Equity ETF
+0.42%
+$3,045.63 
FTCS First Trust Capital Strength ETF
+0.39%
+$1,648.35 
MAS Masco Corporation
+0.38%
+$1,120 
PEP PepsiCo, Inc.
+0.38%
+$1,261.44 
FEP First Trust Europe AlphaDEX Fund
+0.35%
+$1,067.22 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.35%
+$1,473.97 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$1,244.88 
CGNG Capital Group New Geography Equity ETF
+0.3%
+$3,307.04 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.3%
+$1,994.05 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$2,427.12 
FID First Trust S&P International Dividend ETF
+0.29%
+$7,265.77 
XOM Exxon Mobil Corporation
+0.28%
+$1,607.85 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$3,226.52 
CGIC Capital Group International Core Equity ETF
+0.22%
+$2,369.12 
FDT First Trust Developed Markets ex-US Fund
+0.21%
+$1,231.07 
ADP Automatic Data Processing Inc.
+0.2%
+$928.4 
NVDA NVIDIA Corporation
+0.16%
+$6,724.16 
PYLD PIMCO Multisector Bond Active ETF
+0.15%
+$1,608.92 
CGGR Capital Group Growth ETF
+0.11%
+$7,186.85 
KO The Coca-Cola Company
+0.11%
+$1,369.71 
MSFT Microsoft Corp.
+0.1%
+$1,873.55 
XLG Invesco S&P 500 Top 50 ETF
+0.1%
+$301.26 
IAU iShares Gold Trust
+0.08%
+$292.92 
JBHT J.B. Hunt Transport Services, Inc.
+0.08%
+$408.54 
CB Chubb Limited
+0.06%
+$193.41 
GLD SPDR Gold Shares
+0.06%
+$2,863.96 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$304.96 
DBND DoubleLine Opportunistic Bond ETF
+0.04%
+$1,695.08 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$117.88 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$607.84 
PANW Palo Alto Networks, Inc.
+0.03%
+$245.43 
FTCB First Trust Core Investment Grade ETF
+0.02%
+$136.76 
FMF First Trust Managed Futures Strategy Fund
+0.02%
+$84.3 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$60.84 
MCD McDonald's Corporation
+0.01%
+$91.64 
BPRE
0%
$0 
HYLS FT Tactical High Yield ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
MAGS Roundhill Magnificent Seven Fund
0%
$0 
MFSV
0%
$0 
ORCC Owl Rock Capital Corporation
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
ABT Abbott Laboratories
-1.64%
-$3,378.06 
AAPL Apple Inc.
-1.52%
-$75,478.5 
MRK Merck & Co., Inc.
-1.42%
-$4,275 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
-1.4%
-$4,687.8 
DEFT Defi Technologies Inc.
-1.39%
-$82.5 
AMZN Amazon.com Inc
-1.23%
-$14,003.71 
BA Boeing Company
-1.16%
-$5,018.1 
FETH Fidelity Ethereum Fund
-1.01%
-$4,610.74 
AVGO Broadcom Inc.
-0.91%
-$4,221 
CSCO Cisco Systems, Inc.
-0.6%
-$8,677.51 
SYY Sysco Corporation
-0.56%
-$1,800 
SMA SmartStop Self Storage REIT Inc.
-0.53%
-$1,535.27 
AKRE Akre Focus ETF
-0.49%
-$3,798.36 
MFLX First Trust Exchange-Traded Fund IV
-0.46%
-$1,910.48 
LGOV First Trust Long Duration Opportunities ETF
-0.42%
-$1,810.89 
FAAR First Trust Alternative Absolute Return Strategy ETF
-0.36%
-$1,944.6 
CION Cion Investment Corporation
-0.29%
-$493.52 
META Meta Platforms Inc Class A
-0.26%
-$1,170.16 
SNDA Sonida Senior Living Inc.
-0.14%
-$986.3 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.13%
-$578.04 
LOW Lowe's Companies Inc.
-0.12%
-$229.5 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.08%
-$538.1 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.07%
-$319.33 
IBIT iShares Bitcoin Trust
-0.03%
-$221.85 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.03%
-$1,082.46 Events
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Dividends
Dividend Analysis
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| Trades 1133 | Longs Won 824/1133 72% | Profit Factor 13.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $252,507.82 |
| Average Win $82,116.57 | Best Trade (Jun 14) $4.26M | Sharpe Ratio -15.64 |
| Average Loss -$16,461.09 | Worst Trade (Jun 15) -$769,344.13 | Z-Score 8.92 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1d | Expectancy $55,231.75 |
| 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 | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
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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