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:
45.9%
Gain -1.04%
Monthly
1.17%
Yearly
15.04%
Drawdown
19.18%
$269.28M
Equity
Holdings
$269.28M
Investment
$216.7M
$66.54M
Profit -$2.04M
Realized
$13.96M
Unrealized
$52.58M
Dividends
$11.95M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.04%
Profit
-$2.04M
Win %
74%
This Week
Compared To Last Week
Gain
-1.09%
Profit
-$2.97M
Win %
74%
This Month
Compared to last month
Gain
-0.83%
Profit
-$2.24M
Win %
74%
This Year
Compared to last year
Gain
2.07%
Profit
$5.46M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$154,097.64 
GOOG Alphabet Inc
+6.88%
+$48,191.06 
GOOGL Alphabet Inc
+6.73%
+$51,119.25 
COHR Coherent Corp.
+5.55%
+$24,064.22 
ANET Arista Networks, Inc.
+5.46%
+$11,289.31 
META Meta Platforms Inc Class A
+3.28%
+$14,303.11 
MAGS Roundhill Magnificent Seven Fund
+3.19%
+$36,069.24 
MSFT Microsoft Corp.
+3.02%
+$63,087.79 
NVDA NVIDIA Corporation
+2.93%
+$128,834.89 
CVX Chevron Corporation
+2.35%
+$8,280.64 
CSCO Cisco Systems, Inc.
+2.14%
+$28,885.41 
PANW Palo Alto Networks, Inc.
+1.89%
+$16,635.75 
GE General Electric Company
+1.42%
+$3,531.06 
COP ConocoPhillips
+1.22%
+$4,802.4 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$3,213.44 
ADP Automatic Data Processing Inc.
+0.98%
+$5,464.88 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$4,404.38 
TCNNF Trulieve Cannabis Corp.
+0.93%
+$9,157.12 
CION Cion Investment Corporation
+0.85%
+$1,029.7 
GEV GE Vernova Inc.
+0.85%
+$1,578.9 
MCD McDonald's Corporation
+0.82%
+$3,740.02 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$2,030.98 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$14,139.06 
TSLA Tesla, Inc.
+0.76%
+$2,171.18 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$13,523.55 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$114,089.72 
VOO Vanguard S&P 500 ETF
+0.71%
+$31,235.48 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$3,880 
IVV iShares Core S&P 500 ETF
+0.69%
+$52,659.2 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,497.78 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$45,431.77 
CGGR Capital Group Growth ETF
+0.65%
+$42,216.75 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$45,576.6 
IWB iShares Russell 1000 ETF
+0.64%
+$2,094.97 
CGDV Capital Group Dividend Value ETF
+0.63%
+$34,611.5 
SYY Sysco Corporation
+0.63%
+$2,120 
XLSR SPDR SSGA US Sector Rotation ETF
+0.6%
+$1,200.04 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$23,322.74 
STX Seagate Technology Holdings plc
+0.52%
+$3,057.16 
AFLG First Trust Active Factor Large Cap ETF
+0.5%
+$1,053.36 
FDD First Trust STOXX European Select Dividend Index Fund
+0.5%
+$5,388.2 
SNDA Sonida Senior Living Inc.
+0.5%
+$4,328.2 
IWD iShares Russell 1000 Value ETF
+0.44%
+$5,938.5 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$925.03 
QGRO American Century U.S. Quality Growth ETF
+0.4%
+$2,339.55 
AVGO Broadcom Inc.
+0.37%
+$1,696.32 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$6,372.48 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,999.68 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$873.76 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$21,629.93 
BAC Bank of America Corporation
+0.36%
+$1,647.36 
NUV Nuveen Municipal Value Fund, Inc.
+0.33%
+$763.35 
MRK Merck & Co., Inc.
+0.32%
+$1,025.03 
FTGS First Trust Growth Strength ETF
+0.31%
+$2,273.52 
FMF First Trust Managed Futures Strategy Fund
+0.3%
+$1,264.49 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$1,787.98 
JPM JPMorgan Chase & Co.
+0.27%
+$767.04 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$4,037.76 
FTHY First Trust High Yield Opportunities 2027 Fund
+0.22%
+$1,450.5 
SO The Southern Company
+0.21%
+$2,431.4 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$1,224.83 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$2,624.57 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$24,604.86 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$340.7 
CB Chubb Limited
+0.15%
+$488.13 
DGT SPDR Global Dow ETF
+0.14%
+$547.04 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$1,792.95 
C Citigroup Inc.
+0.1%
+$665.81 
FSK FS KKR Capital Corp.
+0.1%
+$327.76 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
+0.09%
+$300.5 
WMT Walmart Inc.
+0.09%
+$360.21 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.09%
+$200 
FEGE First Eagle Global Equity ETF
+0.08%
+$833.88 
CGNG Capital Group New Geography Equity ETF
+0.03%
+$302.29 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$91.27 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$2,840.62 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$1,631.13 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$26.05 
FEX First Trust Large Cap Core Fund A
+0.01%
+$26.34 
ICSH iShares Short Treasury Bond ETF
0%
$0 
LEND SEI High Yield Bond & Alternative Credit ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 BPRE
BPRE
0%
$0 GFLW
GFLW
0%
$0 MFSG
MFSG
0%
$0 MFSV
MFSV
0%
$0 BRIE
BRIE
0%
$0 AINP
AINP
0%
$0 
AAPL Apple Inc.
-7.35%
-$402,986.2 
DEFT Defi Technologies Inc.
-6.53%
-$308 
MU Micron Technology, Inc.
-5.9%
-$15,488.98 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$6,415.25 
FBT First Trust NYSE Arca Biotechnology Index Fund
-3.01%
-$6,308 
FETH Fidelity Ethereum Fund
-2.98%
-$18,423.54 
IBIT iShares Bitcoin Trust
-2.89%
-$22,406.28 
BA Boeing Company
-2.15%
-$9,258.18 
SLV iShares Silver Trust
-2.13%
-$18,407.58 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-1.67%
-$9,434.04 
GLD SPDR Gold Shares
-1.49%
-$80,888.52 
IAU iShares Gold Trust
-1.46%
-$5,516.66 
INTC Intel Corporation
-1.02%
-$1,683.3 
KO The Coca-Cola Company
-1.02%
-$5,830.2 
JSML Janus Henderson Small Cap Growth Alpha Fund
-1%
-$2,117.04 
XOM Exxon Mobil Corporation
-0.97%
-$5,921.1 
MAS Masco Corporation
-0.87%
-$2,520 
O Realty Income Corporation
-0.87%
-$2,581.04 
FDT First Trust Developed Markets ex-US Fund
-0.76%
-$4,149.66 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$26,578.73 
FID First Trust S&P International Dividend ETF
-0.7%
-$18,841.6 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$6,663.15 
GWX SPDR S&P International Small Cap ETF
-0.67%
-$4,015.33 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,437.87 
LGOV First Trust Long Duration Opportunities ETF
-0.62%
-$2,615.73 
FJP First Trust Japan AlphaDEX Fund
-0.6%
-$1,833.75 
RWO SPDR Dow Jones Global Real Estate ETF
-0.56%
-$2,440.06 
CGIC Capital Group International Core Equity ETF
-0.53%
-$5,130.76 
MATX Matson Inc.
-0.52%
-$1,980.06 
FTCS First Trust Capital Strength ETF
-0.51%
-$2,272.05 
PEP PepsiCo, Inc.
-0.46%
-$1,549.44 
DVY iShares Select Dividend ETF
-0.45%
-$1,506.2 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.43%
-$1,842.45 
HD The Home Depot, Inc.
-0.42%
-$5,872.83 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$3,521.32 
GL Globe Life Inc.
-0.4%
-$857.75 
OBDC Blue Owl Capital Corporation
-0.37%
-$433.48 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,977.4 
FTCB First Trust Core Investment Grade ETF
-0.34%
-$1,914.64 
TFC Truist Financial Corporation
-0.33%
-$7,017.53 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$1,677.31 
DBND DoubleLine Opportunistic Bond ETF
-0.31%
-$12,030.53 
CEG Constellation Energy Corporation
-0.31%
-$2,160.27 
FTLS First Trust Long/Short Equity ETF
-0.31%
-$649.29 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.29%
-$1,310.23 
IGF iShares Global Infrastructure ETF
-0.28%
-$702.81 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,307.58 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$2,654.1 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$576.08 
COST Costco Wholesale Corporation
-0.24%
-$727.31 
FCTR First Trust Lunt U.S. Factor Rotation ETF
-0.23%
-$469.26 
CGDG Capital Group Dividend Growers ETF
-0.23%
-$12,958.47 
VB Vanguard Small-Cap ETF
-0.22%
-$933.87 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$6,055.2 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.22%
-$929.77 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$3,962.97 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$1,257.28 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,708.93 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$2,180.3 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$15,230.52 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$15,625.33 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$1,098.16 
IXUS iShares Core International Stock ETF
-0.15%
-$3,769.08 
FEP First Trust Europe AlphaDEX Fund
-0.14%
-$406.55 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$267.96 
MFLX First Trust Exchange-Traded Fund IV
-0.12%
-$557.62 
FAAR First Trust Alternative Absolute Return Strategy ETF
-0.11%
-$539.38 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$550 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$11,117.68 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$310 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.1%
-$425.78 
AKRE Akre Focus ETF
-0.09%
-$643.3 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$198.96 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$243.36 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.08%
-$295.18 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$632.39 
CGCV Capital Group Conservative Equity ETF
-0.06%
-$1,923.32 
SMA SmartStop Self Storage REIT Inc.
-0.06%
-$153.32 
HYLS FT Tactical High Yield ETF
-0.05%
-$390.58 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$1,811.96 
V Visa Inc. Class A
-0.04%
-$278.58 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$381.34 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$543.29 Events
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Dividends
Dividend Analysis
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| Trades 1262 | Longs Won 919/1262 72% | Profit Factor 10.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $252,866.01 |
| Average Win $80,122.75 | Best Trade (Aug 14) $4.84M | Sharpe Ratio -57.38 |
| Average Loss -$20,926.43 | Worst Trade (Dec 30) -$1.03M | Z-Score 5.62 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w | Expectancy $52,722.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,435 | $3.29M | $5.08M | - | $1.78M | 54.14% | -7.354% |
| ADP Automatic Data Processing Inc. | 2,110 | $498,558.6 | $562,230.58 | - | $63,671.98 | 12.77% | +0.982% |
| AFLG First Trust Active Factor Large Cap ETF | 4,788 | $207,895 | $210,624.12 | - | $2,729.12 | 1.31% | +0.503% |
| AINP AINP | 28,757 | $720,071 | $720,071 | - | - | - | 0.0 |
| AKRE Akre Focus ETF | 12,866 | $842,851.69 | $739,666.34 | - | -$103,185.35 | -12.24% | -0.087% |
| AMZN Amazon.com Inc | 4,271 | $880,656.81 | $1.16M | - | $279,261.33 | 31.71% | +15.321% |
| ANET Arista Networks, Inc. | 1,210 | $205,555 | $218,223.51 | - | $12,668.51 | 6.16% | +5.456% |
| AVGO Broadcom Inc. | 1,178 | $279,903.15 | $458,571.84 | - | $178,668.69 | 63.83% | +0.371% |
| BA Boeing Company | 1,945 | $484,638.04 | $420,392.3 | - | -$64,245.74 | -13.26% | -2.155% |
| BAC Bank of America Corporation | 7,488 | $257,797.93 | $463,881.6 | - | $206,083.67 | 79.94% | +0.356% |
| BATRA Atlanta Braves Holdings, Inc. Series A Common Stock | 6,010 | $251,854.7 | $327,004.1 | - | $75,149.4 | 29.84% | +0.092% |
| BPRE BPRE | 27,432 | $394,256.02 | $411,471.25 | - | $17,215.23 | 4.37% | 0.0 |
| BRIE BRIE | 21,175 | $642,026 | $642,026 | - | - | - | 0.0 |
| BRK-A Berkshire Hathaway Inc. | 1 | $798,442 | $766,600 | - | -$31,842 | -3.99% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 2,688 | $1.13M | $1.38M | - | $242,660.16 | 21.43% | +0.365% |
| C Citigroup Inc. | 5,122 | $536,033.32 | $678,408.9 | - | $142,375.58 | 26.56% | +0.098% |
| CALF Pacer US Small Cap Cash Cows 100 ETF | 16,006 | $714,183.14 | $867,845.32 | - | $153,662.18 | 21.52% | -0.404% |
| CB Chubb Limited | 921 | $240,701.79 | $322,976.27 | - | $82,274.48 | 34.18% | +0.151% |
| CEG Constellation Energy Corporation | 2,667 | $825,936.21 | $700,754.25 | - | -$125,181.96 | -15.16% | -0.307% |
| CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF | 11,622 | $388,524 | $417,927.12 | - | $29,403.12 | 7.57% | -0.222% |
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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 - $927,983.77, 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: Berkshire Hathaway Inc - $1.03M, Global Payments Inc - $280,499.71, Pacer US Small Cap Cash Cows 100 ETF - $212,633.63, UnitedHealth Group Incorporated - $172,921.6, and NCR Voyix Corp - $114,834. 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 $11.95M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $785,127.07, Vanguard Ultra-Short Bond ETF - $758,522.49, First Trust Morningstar Dividend Leaders Index Fund - $704,566.65, Amplify CWP Enhanced Dividend Income ETF - $527,728.33, and Fidelity S&P 500 Dividend Aristocrats ETF - $498,452.9. 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.
