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:
66.94%
Gain -1.49%
Monthly
0.87%
Yearly
10.94%
Drawdown
22.81%
$488.91M
Equity
Holdings
$488.91M
Investment
$402.36M
$94.24M
Profit -$3.8M
Realized
$7.69M
Unrealized
$86.55M
Dividends
$26.79M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.49%
Profit
-$3.8M
Win %
75%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$692,783.33
Win %
75%
This Month
Compared to last month
Gain
-1.99%
Profit
-$9.94M
Win %
75%
This Year
Compared to last year
Gain
-1.99%
Profit
-$9.95M
Win %
76%
NUAI New Era Energy & Digital, Inc.
+23.19%
+$18,900 
CRDO Credo Technology Group Holding Ltd.
+4.82%
+$9,945.44 
MRVL Marvell Technology, Inc.
+3.38%
+$10,361.12 
SMR NuScale Power Corporation
+2.59%
+$2,000 
INTC Intel Corporation
+2.45%
+$3,972.48 
PLTR Palantir Technologies Inc.
+2.32%
+$18,935.76 
TMV Direxion Daily 20+ Year Treasury Bear 3X Shares
+2.26%
+$8,950 
AMD Advanced Micro Devices, Inc.
+2.2%
+$61,574.04 
AVGO Broadcom Inc.
+1.95%
+$13,155.08 
STX Seagate Technology Holdings plc
+1.91%
+$5,722.8 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+1.83%
+$5,193.04 
MSFT Microsoft Corp.
+1.74%
+$52,168.68 
GOOG Alphabet Inc
+1.65%
+$21,575.84 
GOOGL Alphabet Inc
+1.54%
+$15,041.26 
GEV GE Vernova Inc.
+1.47%
+$9,665.88 
WMB The Williams Companies, Inc.
+1.42%
+$5,088.72 
BITB Bitwise Bitcoin ETF
+1.41%
+$5,678.12 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.4%
+$3,932.76 
MU Micron Technology, Inc.
+1.39%
+$26,432 
COP ConocoPhillips
+1.33%
+$3,159.45 
CVX Chevron Corporation
+1.17%
+$5,775.06 
AMZN Amazon.com Inc
+1%
+$30,878.48 
XOM Exxon Mobil Corporation
+0.86%
+$28,343.59 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.84%
+$2,011.87 
FTXN First Trust Nasdaq Oil & Gas ETF
+0.79%
+$4,791.96 
XLE Energy Select Sector SPDR Fund
+0.79%
+$2,045.68 
V Visa Inc. Class A
+0.68%
+$2,347.28 
MA Mastercard Incorporated
+0.56%
+$1,535.19 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+0.54%
+$1,018.16 
FSCO FS Credit Opportunities Corp.
+0.51%
+$322.6 
SLV iShares Silver Trust
+0.47%
+$1,319.04 
DVN Devon Energy Corporation
+0.46%
+$1,358.4 
TXN Texas Instruments Inc
+0.44%
+$975.23 
META Meta Platforms Inc Class A
+0.42%
+$4,866.08 
QEW Invesco QQQ Equal Weight ETF
+0.38%
+$1,159.4 
PWR Quanta Services Inc.
+0.29%
+$986.4 
OKE ONEOK, Inc.
+0.28%
+$4,990.7 
IBM International Business Machines Corporation
+0.22%
+$418.77 
SCHE Schwab Emerging Markets Equity ETF
+0.2%
+$9,985.99 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.19%
+$385.88 
VGT Vanguard Information Technology ETF
+0.19%
+$732.9 
XLK State Street Technology Select Sector SPDR ETF
+0.18%
+$1,112.28 
QQQ Invesco QQQ Trust, Series 1
+0.15%
+$5,448.44 
QQQM Invesco NASDAQ 100 ETF
+0.14%
+$53,753.31 
CPSD Calamos S&P 500 Structured Alt Protection ETF – December
+0.13%
+$367.5 
FPX First Trust US Equity Opportunities ETF
+0.12%
+$345.84 
VWO Vanguard FTSE Emerging Markets ETF
+0.03%
+$76.18 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$53.58 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$93.69 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$45.15 
BRIE
0%
$0 
BUFP PGIM Laddered Fund of Bond 12 ETF
0%
$0 
CPSR Calamos S&P 500 Structured Alt Protection ETF – March
0%
$0 
FHEQ
0%
$0 
GFEB FT VEST US Equity Moderate Fund
0%
+$0.66 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ZFEB
0%
$0 
BE Bloom Energy Corporation
-6.96%
-$27,257.12 
ORCL Oracle Corporation
-3.39%
-$5,957.76 
URI United Rentals, Inc.
-3.03%
-$9,782.94 
TSLA Tesla, Inc.
-2.93%
-$30,706.33 
NUE Nucor Corporation
-2.55%
-$21,127.92 
GE General Electric Company
-2.47%
-$5,261.24 
DE Deere & Company
-2.43%
-$20,756.83 
LOW Lowe's Companies Inc.
-2.38%
-$10,822.72 
SPCX Space Exploration Technologies Corp. Class A
-2.29%
-$7,528.84 
MRK Merck & Co., Inc.
-2.23%
-$10,300.68 
LLY Eli Lilly and Company
-2.23%
-$14,983.03 
NFLX Netflix, Inc.
-2.16%
-$5,955.53 
BA Boeing Company
-2.09%
-$12,283.56 
CAT Caterpillar Inc.
-2.08%
-$21,442.44 
HD The Home Depot, Inc.
-1.92%
-$4,127.34 
ECL Ecolab Inc.
-1.79%
-$6,283.65 
FSK FS KKR Capital Corp.
-1.78%
-$6,273.54 
ELA Envela Corporation
-1.76%
-$3,700 
PPH VanEck Pharmaceutical ETF
-1.75%
-$296,669.45 
PEP PepsiCo, Inc.
-1.74%
-$11,523.96 
RXRX Recursion Pharmaceuticals, Inc.
-1.7%
-$525.5 
AAPL Apple Inc.
-1.65%
-$139,407.35 
WMT Walmart Inc.
-1.59%
-$43,645.42 
JNJ Johnson & Johnson
-1.48%
-$12,510.33 
WFC Wells Fargo & Company
-1.41%
-$4,643.25 
BAC Bank of America Corporation
-1.26%
-$9,494.87 
PANW Palo Alto Networks, Inc.
-1.25%
-$5,828.02 
NEE NextEra Energy, Inc.
-1.23%
-$2,921.03 
ONB Old National Bancorp
-1.16%
-$2,505.42 
KR Kroger Co.
-1.04%
-$11,943.19 
IJJ iShares S&P Mid-Cap 400 Value ETF
-1.02%
-$2,149.78 
JPM JPMorgan Chase & Co.
-1.01%
-$7,518.54 
PG Procter & Gamble Co
-1%
-$2,854.5 
IONQ IonQ, Inc.
-0.98%
-$1,411 
XLV Health Care Select Sector SPDR Fund
-0.97%
-$14,364.48 
IQLT iShares MSCI International Quality Factor ETF
-0.91%
-$15,115.5 
IDMO Invesco S&P International Developed Momentum ETF
-0.85%
-$312,327 
UTES Virtus Reaves Utilities ETF
-0.84%
-$111,113.47 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.83%
-$3,949.1 
IEFA iShares Core MSCI EAFE ETF
-0.79%
-$2,539.16 
IJH iShares Core S&P Mid-Cap ETF
-0.78%
-$2,060.28 
COST Costco Wholesale Corporation
-0.74%
-$4,104.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.73%
-$10,306.08 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.73%
-$1,698.12 
EVRG Evergy Inc.
-0.72%
-$7,745.66 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.7%
-$1,499.67 
SDY SPDR S&P Dividend ETF
-0.7%
-$3,039.12 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.67%
-$31,093.3 
TRV The Travelers Companies, Inc.
-0.67%
-$1,877.2 
ABBV AbbVie Inc.
-0.66%
-$3,232.75 
CSCO Cisco Systems, Inc.
-0.65%
-$1,320.57 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.64%
-$40,278.49 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
-0.64%
-$2,807.58 
VB Vanguard Small-Cap ETF
-0.63%
-$3,812.98 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.61%
-$1,834.47 
MISL First Trust Indxx Aerospace & Defense ETF
-0.6%
-$5,442.98 
SCHM Schwab U.S. Mid-Cap ETF
-0.6%
-$7,407.96 
SCHD Schwab U.S. Dividend Equity ETF
-0.59%
-$82,074.91 
RCL Royal Caribbean Group
-0.59%
-$1,368.49 
IJR iShares Core S&P Small-Cap ETF
-0.58%
-$1,502.8 
RSP Invesco S&P 500 Equal Weight ETF
-0.58%
-$2,689.87 
XLF Financial Select Sector SPDR Fund
-0.58%
-$1,837.55 
FRDM Freedom 100 Emerging Markets ETF
-0.57%
-$89,596.98 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.56%
-$5,145.84 
CGIC Capital Group International Core Equity ETF
-0.49%
-$2,467.54 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.48%
-$3,516.07 
AVLV Avantis U.S. Large Cap Value ETF
-0.47%
-$3,158.53 
QUAL iShares MSCI USA Quality Factor ETF
-0.47%
-$1,914.56 
XMHQ Invesco S&P MidCap Quality ETF
-0.46%
-$24,397.36 
VO Vanguard Mid-Cap ETF
-0.46%
-$4,470.89 
MMM 3M Company
-0.44%
-$3,436.3 
RDVI FT Vest Rising Dividend Achievers Fund
-0.43%
-$85,762.75 
JEPI JPMorgan Equity Premium Income Fund
-0.42%
-$1,388.14 
AVDS Avantis International Small Cap Equity ETF
-0.4%
-$37,692.6 
CGDV Capital Group Dividend Value ETF
-0.37%
-$4,362.56 
SPHQ Invesco S&P 500 Quality ETF
-0.37%
-$1,125.92 
KORP American Century Diversified Corporate Bond ETF
-0.36%
-$758.01 
VLUE iShares MSCI USA Value Factor ETF
-0.35%
-$941.35 
VRIG Invesco Variable Rate Investment Grade ETF
-0.34%
-$9,009.83 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.34%
-$2,174.4 
VBK Vanguard Small-Cap Growth ETF
-0.34%
-$718.41 
FMDE Fidelity Enhanced Mid Cap ETF
-0.33%
-$84,460.59 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.33%
-$6,816.37 
VZ Verizon Communications Inc.
-0.3%
-$672.49 
CGGO Capital Group Global Growth Equity ETF
-0.29%
-$1,408.87 
CGCP Capital Group Core Plus Income ETF
-0.29%
-$24,011.91 
GLD SPDR Gold Shares
-0.28%
-$1,855.03 
SCHB Schwab U.S. Broad Market ETF
-0.28%
-$1,175.2 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
-0.26%
-$1,193.04 
SCHK Schwab 1000 Index ETF
-0.25%
-$616.77 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$2,825.35 
PVAL Putnam Focused Large Cap Value ETF
-0.25%
-$55,198.18 
CGBL Capital Group Core Balanced ETF
-0.24%
-$576.09 
SPY SPDR S&P 500 ETF Trust
-0.23%
-$2,992.53 
VOO Vanguard S&P 500 ETF
-0.23%
-$6,758.85 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.22%
-$74,269.1 
IVV iShares Core S&P 500 ETF
-0.21%
-$736.25 
JPIB JPMorgan International Bond ETF
-0.2%
-$6,373.07 
NVDA NVIDIA Corporation
-0.19%
-$8,615.27 
LMT Lockheed Martin Corporation
-0.19%
-$759.51 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.15%
-$1,246.89 
XLSR SPDR SSGA US Sector Rotation ETF
-0.13%
-$328.44 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.13%
-$6,959.93 
CGMU Capital Group Municipal Income ETF
-0.13%
-$409.25 
CGGR Capital Group Growth ETF
-0.1%
-$50,112 
BRK-B Berkshire Hathaway Inc.
-0.1%
-$24,792.4 
CPRY Calamos Russell 2000 Structured Alt Protection ETF - January
-0.09%
-$249.73 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.09%
-$3,834 
BUFR FT Vestladder Buffer ETF-USD I
-0.07%
-$505.37 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.05%
-$206.22 
LMBS First Trust Low Duration Opportunities ETF
-0.05%
-$6,470.05 
CGXU Capital Group International Focus Equity ETF
-0.04%
-$104.27 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.04%
-$163.09 
KO The Coca-Cola Company
-0.04%
-$171.08 
BUFZ FT Vest Laddered Moderate Buffer Fund
-0.04%
-$403.65 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$283.19 Events
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Dividends
Dividend Analysis
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| Trades 1704 | Longs Won 1108/1704 65% | Profit Factor 5.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $402,214.02 |
| Average Win $102,236.06 | Best Trade (Jul 22) $9.74M | Sharpe Ratio -11.25 |
| Average Loss -$31,939.41 | Worst Trade (Sep 30) -$1.66M | Z-Score 6.52 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w | Expectancy $55,306.14 |
| 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 | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Brenda Bickle?
The largest contributions to the portfolio's profits come from the following stocks: iShares Currency Hedged MSCI EAFE ETF - $6.77M, Schwab U.S. Dividend Equity ETF - $4.3M, Invesco S&P MidCap Quality ETF - $4.15M, Capital Group Core Plus Income ETF - $4.03M, and Schwab Emerging Markets Equity ETF - $3.75M. 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: Schwab U.S. Mid-Cap ETF - $1.86M, Schwab U.S. Aggregate Bond ETF - $1.74M, iShares MSCI USA Quality Factor ETF - $550,919.35, abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF - $458,648.22, and JPMorgan International Growth ETF - $452,055.53. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brenda Bickle's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.79M earned over time. The largest contributors to dividend income include Capital Group Core Plus Income ETF - $3.7M, Schwab U.S. Dividend Equity ETF - $2.76M, First Trust Institutional Preferred Securities and Income ETF - $2.58M, JPMorgan International Bond ETF - $1.72M, and FT Vest Rising Dividend Achievers Fund - $1.53M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brenda Bickle's monthly returns?
Brenda Bickle'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 Brenda Bickle's strategy be considered aggressive or moderate?
Brenda Bickle'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 Brenda Bickle's strategy?
Brenda Bickle's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
