BB
Brenda Bickle Portfolio
Invests via Adamsbrown Wealth Consultants LLC | Managed by Brenda Bickle, Jared Vitztum
Invests via Adamsbrown Wealth Consultants LLC
Managed by Brenda Bickle, Jared Vitztum
Automatically Tracked
Brenda Bickle Profile
With an impressive career trajectory spanning over two decades, Brenda Bickle stands out as a strategic leader in financial services. She has successfully held senior roles across various sectors, significantly enhancing operational efficiencies and market reach. Her expertise in navigating complex corporate environments is underscored by her involvement with numerous growth-oriented projects and transformational initiatives. Through these endeavors, she has cultivated deep industry insights that make her a valuable asset in investment decision-making contexts. Bickle's approach blends strong analytical capabilities with an innate ability to foster collaboration among diverse teams.
With an impressive career trajectory spanning over two decades, Brenda Bickle stands out as a strategic leader in financial services. She has successfully held senior roles across various sectors, significantly enhancing operational efficiencies and market reach. Her expertise in navigating complex corporate environments is underscored by her involvement with numerous growth-oriented projects and transformational initiatives. Through these endeavors, she has cultivated deep industry insights that make her a valuable asset in investment decision-making contexts. Bickle's approach blends strong analytical capabilities with an innate ability to foster collaboration among diverse teams.
Investment Philosophy & Strategy
With a keen focus on innovation, Brenda Bickle identifies emerging market trends that present strategic investment opportunities. Her extensive background in operational efficiency drives her to prioritize projects with high growth potential and scalability. An astute collaborator, she leverages cross-functional expertise to assess and execute investments that align with long-term industry transformations. By blending analytical prowess with entrepreneurial instincts, she navigates complex landscapes to enhance value creation while fostering robust partnerships.
With a keen focus on innovation, Brenda Bickle identifies emerging market trends that present strategic investment opportunities. Her extensive background in operational efficiency drives her to prioritize projects with high growth potential and scalability. An astute collaborator, she leverages cross-functional expertise to assess and execute investments that align with long-term industry transformations. By blending analytical prowess with entrepreneurial instincts, she navigates complex landscapes to enhance value creation while fostering robust partnerships.
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:
28.18%
Gain +1.94%
Monthly
0.36%
Yearly
4.41%
Drawdown
13.29%
$414.82M
Equity
Holdings
$414.82M
Investment
$324.48M
$97.46M
Profit +$8.86M
Realized
$7.12M
Unrealized
$90.34M
Dividends
$25.16M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.94%
Profit
$8.86M
Win %
82%
This Week
Compared To Last Week
Gain
-1.33%
Profit
-$5.58M
Win %
82%
This Month
Compared to last month
Gain
-1.31%
Profit
-$5.52M
Win %
82%
This Year
Compared to last year
Gain
4.55%
Profit
$19.85M
Win %
82%
NUAI New Era Energy & Digital, Inc.
+21.65%
+$19,400 
MU Micron Technology, Inc.
+11.38%
+$186,040.33 
QXO Qxo Inc.
+9.79%
+$17,194.08 
AMD Advanced Micro Devices, Inc.
+8.09%
+$197,678.32 
RCL Royal Caribbean Group
+7.17%
+$15,493.08 
HON Honeywell International Inc.
+6.56%
+$11,947.5 
BE Bloom Energy Corporation
+6.35%
+$27,054.3 
PANW Palo Alto Networks, Inc.
+6.18%
+$22,127.2 
BA Boeing Company
+5.81%
+$32,718.63 
FRDM Freedom 100 Emerging Markets ETF
+5.76%
+$884,825.19 
SLV iShares Silver Trust
+5.66%
+$61,959.9 
ELA Envela Corporation
+5.58%
+$14,100 
MISL First Trust Indxx Aerospace & Defense ETF
+5%
+$46,522.56 
CAT Caterpillar Inc.
+4.73%
+$47,580.96 
GEV GE Vernova Inc.
+4.6%
+$23,477.54 
TSLA Tesla, Inc.
+4.56%
+$44,031.48 
CGXU Capital Group International Focus Equity ETF
+4.51%
+$10,496.4 
LMT Lockheed Martin Corporation
+4.4%
+$14,292.71 
IDMO Invesco S&P International Developed Momentum ETF
+4.37%
+$1.47M 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+4.31%
+$11,839.71 
NUE Nucor Corporation
+4.1%
+$35,886.44 
CGGO Capital Group Global Growth Equity ETF
+4.07%
+$19,356.58 
XLK State Street Technology Select Sector SPDR ETF
+3.82%
+$22,734.02 
AVGO Broadcom Inc.
+3.69%
+$13,399.56 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.65%
+$38,104.76 
RXRX Recursion Pharmaceuticals, Inc.
+3.62%
+$1,156.1 
CGIC Capital Group International Core Equity ETF
+3.41%
+$11,523.42 
VGT Vanguard Information Technology ETF
+3.37%
+$13,517.28 
QQQ Invesco QQQ Trust, Series 1
+3.34%
+$137,243.34 
GLD SPDR Gold Shares
+3.21%
+$21,476.96 
IQLT iShares MSCI International Quality Factor ETF
+3.19%
+$52,023.24 
QQQM Invesco NASDAQ 100 ETF
+3.19%
+$1.23M 
IEFA iShares Core MSCI EAFE ETF
+3.01%
+$9,844.04 
SCHM Schwab U.S. Mid-Cap ETF
+2.93%
+$35,842.69 
HEFA iShares Currency Hedged MSCI EAFE ETF
+2.79%
+$175,009.65 
SPHQ Invesco S&P 500 Quality ETF
+2.79%
+$8,517.04 
AVDS Avantis International Small Cap Equity ETF
+2.77%
+$246,534.62 
ECL Ecolab Inc.
+2.76%
+$9,103.57 
RDVI FT Vest Rising Dividend Achievers Fund
+2.75%
+$510,548.24 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+2.75%
+$124,636.15 
BITB Bitwise Bitcoin ETF
+2.72%
+$10,233.36 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.72%
+$6,552.94 
CGGR Capital Group Growth ETF
+2.62%
+$1.26M 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.5%
+$15,259.2 
VB Vanguard Small-Cap ETF
+2.48%
+$13,933.84 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.43%
+$21,132.05 
LLY Eli Lilly and Company
+2.37%
+$12,617.28 
SCHE Schwab Emerging Markets Equity ETF
+2.34%
+$121,104.16 
NVDA NVIDIA Corporation
+2.32%
+$95,640.55 
LOW Lowe's Companies Inc.
+2.25%
+$11,066.22 
FMDE Fidelity Enhanced Mid Cap ETF
+2.2%
+$514,273.09 
CGDV Capital Group Dividend Value ETF
+2.07%
+$22,481.2 
XMHQ Invesco S&P MidCap Quality ETF
+2%
+$104,838.38 
AVLV Avantis U.S. Large Cap Value ETF
+1.96%
+$7,696.5 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.93%
+$8,865.92 
SCHB Schwab U.S. Broad Market ETF
+1.85%
+$7,638.27 
VO Vanguard Mid-Cap ETF
+1.85%
+$17,529.96 
PPH VanEck Pharmaceutical ETF
+1.84%
+$288,693.34 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$15,020.75 
SCHK Schwab 1000 Index ETF
+1.82%
+$4,448.81 
QUAL iShares MSCI USA Quality Factor ETF
+1.75%
+$6,974.8 
IVV iShares Core S&P 500 ETF
+1.74%
+$6,329.59 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$12,499.21 
VOO Vanguard S&P 500 ETF
+1.7%
+$49,018.45 
RSP Invesco S&P 500 Equal Weight ETF
+1.6%
+$3,746.92 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.54%
+$5,485.81 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+1.53%
+$6,601.1 
MRK Merck & Co., Inc.
+1.45%
+$6,253.96 
JPM JPMorgan Chase & Co.
+1.43%
+$7,576.58 
DE Deere & Company
+1.42%
+$11,342.18 
AMZN Amazon.com Inc
+1.4%
+$39,568.98 
AAPL Apple Inc.
+1.36%
+$102,102.92 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+1.31%
+$7,486.84 
ONB Old National Bancorp
+1.19%
+$2,806.04 
DLN WisdomTree U.S. LargeCap Dividend Fund
+1.12%
+$7,989.69 
IBM International Business Machines Corporation
+1.09%
+$2,667.11 
BAC Bank of America Corporation
+1.01%
+$6,761.7 
JEPI JPMorgan Equity Premium Income Fund
+0.98%
+$2,849.58 
MMM 3M Company
+0.94%
+$7,213.24 
FSCO FS Credit Opportunities Corp.
+0.93%
+$570.6 
XLV Health Care Select Sector SPDR Fund
+0.91%
+$12,718.41 
SCHD Schwab U.S. Dividend Equity ETF
+0.9%
+$124,338.08 
BUFR FT Vestladder Buffer ETF-USD I
+0.89%
+$7,096.96 
UTES Virtus Reaves Utilities ETF
+0.88%
+$108,056.08 
SDY SPDR S&P Dividend ETF
+0.88%
+$3,684.63 
GFEB FT VEST US Equity Moderate Fund
+0.8%
+$2,301.84 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.73%
+$3,729.82 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
+0.73%
+$3,214.44 
URI United Rentals, Inc.
+0.73%
+$2,373.13 
XLF Financial Select Sector SPDR Fund
+0.72%
+$1,942.5 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.71%
+$6,031.15 
KORP American Century Diversified Corporate Bond ETF
+0.66%
+$1,383.79 
JPIB JPMorgan International Bond ETF
+0.59%
+$19,258.31 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.59%
+$11,559.37 
GOOG Alphabet Inc
+0.54%
+$4,432.68 
CGCP Capital Group Core Plus Income ETF
+0.52%
+$44,951.66 
WFC Wells Fargo & Company
+0.48%
+$1,469.01 
PLTR Palantir Technologies Inc.
+0.47%
+$2,056.89 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.41%
+$9,952.2 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.36%
+$31,853.22 
VZ Verizon Communications Inc.
+0.36%
+$787.95 
CPRY Calamos Russell 2000 Structured Alt Protection ETF - January
+0.33%
+$922.17 
TRV The Travelers Companies, Inc.
+0.21%
+$485.13 
GOOGL Alphabet Inc
+0.16%
+$1,263.24 
LMBS First Trust Low Duration Opportunities ETF
+0.15%
+$18,930.45 
CGMU Capital Group Municipal Income ETF
+0.13%
+$534.31 
ABBV AbbVie Inc.
+0.11%
+$481.5 
JNJ Johnson & Johnson
+0.09%
+$672.18 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$1,858.54 
EVRG Evergy Inc.
+0.05%
+$479.48 
CPSR Calamos S&P 500 Structured Alt Protection ETF – March
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
ZFEB
0%
$0 
ORCL Oracle Corporation
-8.46%
-$27,051.56 
DVN Devon Energy Corporation
-4.15%
-$13,154.13 
COP ConocoPhillips
-3.69%
-$8,394.85 
OXY Occidental Petroleum Corporation
-2.69%
-$5,185.22 
XOM Exxon Mobil Corporation
-2.61%
-$86,314.59 
FTXN First Trust Nasdaq Oil & Gas ETF
-2.1%
-$12,458.6 
PSX Phillips 66
-2.04%
-$4,184.7 
CVX Chevron Corporation
-2.01%
-$10,027.5 
XLE Energy Select Sector SPDR Fund
-1.97%
-$5,714.69 
MSFT Microsoft Corp.
-1.85%
-$52,155.53 
FSK FS KKR Capital Corp.
-1.41%
-$7,752.17 
OKE ONEOK, Inc.
-1.39%
-$26,274.68 
KO The Coca-Cola Company
-1.18%
-$4,886.59 
NFLX Netflix, Inc.
-0.96%
-$4,540.92 
COST Costco Wholesale Corporation
-0.74%
-$2,613.24 
WMB The Williams Companies, Inc.
-0.57%
-$1,589.98 
META Meta Platforms Inc Class A
-0.55%
-$5,507.85 
KR Kroger Co.
-0.51%
-$6,465.36 
PEP PepsiCo, Inc.
-0.42%
-$1,836.03 
PG Procter & Gamble Co
-0.41%
-$1,119.92 
WMT Walmart Inc.
-0.14%
-$3,921.57 
NEE NextEra Energy, Inc.
-0.11%
-$247.85 
CPSD Calamos S&P 500 Structured Alt Protection ETF – December
-0.05%
-$142.8 
VRIG Invesco Variable Rate Investment Grade ETF
0%
-$75.49 
BRK-B Berkshire Hathaway Inc.
0%
-$507.87 Events
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Dividends
Dividend Analysis
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| Trades 1542 | Longs Won 1036/1542 67% | Profit Factor 6.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $445,090.93 |
| Average Win $110,769.93 | Best Trade (Jun 11) $9.67M | Sharpe Ratio -12.14 |
| Average Loss -$34,187.17 | Worst Trade (Sep 30) -$1.66M | Z-Score 10.84 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 4w | Expectancy $63,202.95 |
| 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 | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
Hover over the desired column for a detailed explanation.
Returns
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