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
Automatically Tracked
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:
43.04%
Gain +1%
Monthly
1.16%
Yearly
14.9%
Drawdown
18.82%
$264.6M
Equity
Holdings
$264.6M
Investment
$216.7M
$62.59M
Profit +$2.13M
Realized
$14.69M
Unrealized
$47.9M
Dividends
$11.62M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1%
Profit
$2.13M
Win %
74%
This Week
Compared To Last Week
Gain
0.36%
Profit
$958,459.22
Win %
74%
This Month
Compared to last month
Gain
0.29%
Profit
$752,417.86
Win %
74%
This Year
Compared to last year
Gain
0.25%
Profit
$665,897.88
Win %
74%
ANET Arista Networks, Inc.
+8.26%
+$15,790.5 
MFSV
+6.88%
+$168,336.27 
TCNNF Trulieve Cannabis Corp.
+5.94%
+$54,942.72 
AMZN Amazon.com Inc
+3.9%
+$37,798.39 
TSLA Tesla, Inc.
+3.53%
+$9,687.59 
NVDA NVIDIA Corporation
+2.65%
+$113,492.01 
SPY SPDR S&P 500 ETF Trust
+1.68%
+$261,293.52 
GLD SPDR Gold Shares
+1.64%
+$87,509.63 
GE General Electric Company
+1.26%
+$3,095.82 
RDVY First Trust Rising Dividend Achievers ETF
+1.24%
+$73,841.13 
BAC Bank of America Corporation
+1.08%
+$4,942.08 
FTGS First Trust Growth Strength ETF
+0.98%
+$7,010.02 
MATX Matson Inc.
+0.9%
+$3,381.08 
COP ConocoPhillips
+0.82%
+$3,212.65 
BRK-A Berkshire Hathaway Inc.
+0.11%
+$833 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$833.28 
CVX Chevron Corporation
+0.02%
+$54.96 
LGOV First Trust Long Duration Opportunities ETF
+0.01%
+$40.24 
FCTR First Trust Lunt U.S. Factor Rotation ETF
+0.01%
+$10.43 
FEX First Trust Large Cap Core Fund A
0%
+$1.48 
FIXD First Trust TCW Opportunistic Fixed Income Fund
0%
+$6.28 
ADP Automatic Data Processing Inc.
0%
$0 
AFLG First Trust Active Factor Large Cap ETF
0%
$0 
AINP
0%
$0 
AKRE Akre Focus ETF
0%
$0 
AVGO Broadcom Inc.
0%
$0 
BA Boeing Company
0%
+$0.01 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
0%
$0 
BRIE
0%
$0 
C Citigroup Inc.
0%
$0 
CALF Pacer US Small Cap Cash Cows 100 ETF
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
0%
$0 
CGCV Capital Group Conservative Equity ETF
0%
$0 
CGDG Capital Group Dividend Growers ETF
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
$0 
CGIC Capital Group International Core Equity ETF
0%
$0 
CGNG Capital Group New Geography Equity ETF
0%
$0 
CION Cion Investment Corporation
0%
$0 
COHR Coherent Corp.
0%
-$0.01 
COST Costco Wholesale Corporation
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DBND DoubleLine Opportunistic Bond ETF
0%
+$0.09 
DEFT Defi Technologies Inc.
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DGT SPDR Global Dow ETF
0%
$0 
DIVO Amplify CWP Enhanced Dividend Income ETF
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EMLP First Trust North American Energy Infrastructure Fund
0%
$0 
FAAR First Trust Alternative Absolute Return Strategy ETF
0%
$0 
FBT First Trust NYSE Arca Biotechnology Index Fund
0%
$0 
FDD First Trust STOXX European Select Dividend Index Fund
0%
$0 
FDL First Trust Morningstar Dividend Leaders Index Fund
0%
$0 
FDT First Trust Developed Markets ex-US Fund
0%
$0 
FEGE First Eagle Global Equity ETF
0%
$0 
FETH Fidelity Ethereum Fund
0%
$0 
FGD First Trust Dow Jones Global Select Dividend Index Fund
0%
$0 
FID First Trust S&P International Dividend ETF
0%
$0 
FMF First Trust Managed Futures Strategy Fund
0%
+$0.01 
FSK FS KKR Capital Corp.
0%
$0 
FTA First Trust Large Cap Value AlphaDEX Fund
0%
$0 
FTCB First Trust Core Investment Grade ETF
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
0%
$0 
FTHY First Trust High Yield Opportunities 2027 Fund
0%
$0 
FTLS First Trust Long/Short Equity ETF
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GFLW
0%
$0 
GL Globe Life Inc.
0%
+$0.01 
GLTR abrdn Physical Precious Metals Basket Shares ETF
0%
-$0.03 
GOOG Alphabet Inc
0%
$0 
GWX SPDR S&P International Small Cap ETF
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HYLS FT Tactical High Yield ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
IGF iShares Global Infrastructure ETF
0%
$0 
IGM iShares Expanded Tech Sector ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IMCG iShares Morningstar Mid-Cap Growth ETF
0%
$0 
INTC Intel Corporation
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
+$0.01 
IWD iShares Russell 1000 Value ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
-$0.05 
IWP iShares Russell Mid-Cap Growth ETF
0%
-$0.04 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
JBHT J.B. Hunt Transport Services, Inc.
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JSML Janus Henderson Small Cap Growth Alpha Fund
0%
+$0.24 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
0%
$0 
KO The Coca-Cola Company
0%
-$0.01 
MAGS Roundhill Magnificent Seven Fund
0%
$0 
MAS Masco Corporation
0%
$0 
MCD McDonald's Corporation
0%
+$0.02 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.01 
MFLX First Trust Exchange-Traded Fund IV
0%
$0 
MFSG
0%
$0 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
NUV Nuveen Municipal Value Fund, Inc.
0%
$0 
O Realty Income Corporation
0%
$0 
OBDC Blue Owl Capital Corporation
0%
$0 
PANW Palo Alto Networks, Inc.
0%
+$0.03 
PEP PepsiCo, Inc.
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
QGRO American Century U.S. Quality Growth ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
-$0.02 
QTEC First Trust NASDAQ-100 Technology Index Fund
0%
-$0.02 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SLV iShares Silver Trust
0%
$0 
SMA SmartStop Self Storage REIT Inc.
0%
$0 
SNDA Sonida Senior Living Inc.
0%
$0 
SO The Southern Company
0%
-$0.04 
SPCX Space Exploration Technologies Corp. Class A
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPTL SPDR Portfolio Long Term Treasury ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
STX Seagate Technology Holdings plc
0%
+$0.01 
SYY Sysco Corporation
0%
$0 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
0%
$0 
V Visa Inc. Class A
0%
-$0.02 
VB Vanguard Small-Cap ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VFLO VictoryShares Free Cash Flow ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VOOV Vanguard S&P 500 Value ETF
0%
-$0.03 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
-$0.01 
WMT Walmart Inc.
0%
$0 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
XLSR SPDR SSGA US Sector Rotation ETF
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
BPRE
-13.26%
-$54,576.25 
META Meta Platforms Inc Class A
-7.95%
-$37,683.21 
JNJ Johnson & Johnson
-3.66%
-$22,439.81 
CB Chubb Limited
-3.25%
-$10,821.74 
AAPL Apple Inc.
-1.41%
-$78,230.44 
DVY iShares Select Dividend ETF
-1.09%
-$3,744.68 
GOOGL Alphabet Inc
-0.91%
-$6,938.73 
LEND SEI High Yield Bond & Alternative Credit ETF
-0.02%
-$70.25 
FJP First Trust Japan AlphaDEX Fund
-0.01%
-$20.37 
RWO SPDR Dow Jones Global Real Estate ETF
-0.01%
-$29.45 
FEP First Trust Europe AlphaDEX Fund
-0.01%
-$18.8 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
0%
-$10.64 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
0%
-$2.95 
LMBS First Trust Low Duration Opportunities ETF
0%
-$3.04 Events
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Dividends
Dividend Analysis
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| Trades 1262 | Longs Won 893/1262 70% | Profit Factor 11.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $237,737.18 |
| Average Win $76,521.42 | Best Trade (Jul 31) $4.26M | Sharpe Ratio -57.38 |
| Average Loss -$15,476.64 | Worst Trade (Jul 31) -$330,666.09 | Z-Score 5.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3d | Expectancy $49,595.61 |
| 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 | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Jessica Vickery?
The largest contributions to the portfolio's profits come from the following stocks: Marriott International Inc. - Class A - $2.47M, SPDR Gold Shares - $974,753.34, First Trust Morningstar Dividend Leaders Index Fund - $951,992.48, Amplify CWP Enhanced Dividend Income ETF - $917,389.61, and Schwab U.S. Dividend Equity ETF - $789,975.68. 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: Global Payments Inc - $280,499.71, Pacer US Small Cap Cash Cows 100 ETF - $215,700.06, UnitedHealth Group Incorporated - $172,921.6, NCR Voyix Corp - $114,834, and Adobe Inc - $73,188.74. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jessica Vickery's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.62M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $785,127.07, First Trust Morningstar Dividend Leaders Index Fund - $704,566.65, Vanguard Ultra-Short Bond ETF - $659,328.04, Amplify CWP Enhanced Dividend Income ETF - $517,134.17, and Fidelity S&P 500 Dividend Aristocrats ETF - $485,407.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jessica Vickery's monthly returns?
Jessica Vickery's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Jessica Vickery's strategy be considered aggressive or moderate?
Jessica Vickery's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Jessica Vickery's strategy?
Jessica Vickery's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
