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:
81.2%
Gain -0.1%
Monthly
0.94%
Yearly
11.88%
Drawdown
22.83%
$503.22M
Equity
Holdings
$503.22M
Investment
$402.36M
$108.14M
Profit -$246,284.43
Realized
$7.27M
Unrealized
$100.86M
Dividends
$27.42M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$246,284.43
Win %
78%
This Week
Compared To Last Week
Gain
-0.87%
Profit
-$4.39M
Win %
78%
This Month
Compared to last month
Gain
-0.14%
Profit
-$710,237.92
Win %
78%
This Year
Compared to last year
Gain
0.87%
Profit
$4.36M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$449,231.96 
GOOG Alphabet Inc
+6.88%
+$86,642.84 
GOOGL Alphabet Inc
+6.73%
+$63,410.34 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$10,778.37 
META Meta Platforms Inc Class A
+3.28%
+$31,629.5 
MSFT Microsoft Corp.
+3.02%
+$103,879.66 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$6,022.3 
NVDA NVIDIA Corporation
+2.93%
+$126,139.76 
CVX Chevron Corporation
+2.35%
+$11,919.24 
MRVL Marvell Technology, Inc.
+2.32%
+$6,918.24 
DVN Devon Energy Corporation
+2.17%
+$6,520.32 
CSCO Cisco Systems, Inc.
+2.14%
+$4,395.87 
TMV Direxion Daily 20+ Year Treasury Bear 3X Shares
+1.99%
+$8,400 
OKE ONEOK, Inc.
+1.95%
+$33,399.3 
PANW Palo Alto Networks, Inc.
+1.89%
+$7,982.7 
IONQ IonQ, Inc.
+1.87%
+$2,780.5 
ORCL Oracle Corporation
+1.81%
+$3,215.52 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$4,560.95 
VZ Verizon Communications Inc.
+1.52%
+$3,621.1 
LMT Lockheed Martin Corporation
+1.5%
+$6,757.29 
PWR Quanta Services Inc.
+1.43%
+$5,140.25 
FTXN First Trust Nasdaq Oil & Gas ETF
+1.43%
+$8,708.15 
GE General Electric Company
+1.42%
+$3,068.3 
COP ConocoPhillips
+1.22%
+$2,994.25 
WFC Wells Fargo & Company
+1.19%
+$3,850.5 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$4,131.74 
XLE Energy Select Sector SPDR Fund
+1%
+$2,652.64 
URI United Rentals, Inc.
+0.99%
+$3,284.67 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,143.68 
WMB The Williams Companies, Inc.
+0.89%
+$3,082.59 
ONB Old National Bancorp
+0.87%
+$1,858.86 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$44,223.53 
IBM International Business Machines Corporation
+0.86%
+$1,701.79 
GEV GE Vernova Inc.
+0.85%
+$5,168.82 
TSLA Tesla, Inc.
+0.76%
+$6,487.59 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$9,131.45 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+0.72%
+$1,370.6 
VOO Vanguard S&P 500 ETF
+0.71%
+$20,922.47 
CAT Caterpillar Inc.
+0.7%
+$6,650.9 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$267,388.26 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,432 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$230,625.1 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$104,126.22 
PLTR Palantir Technologies Inc.
+0.65%
+$4,934.39 
CGGR Capital Group Growth ETF
+0.65%
+$322,944 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$22,608.48 
CGDV Capital Group Dividend Value ETF
+0.63%
+$7,509.13 
SCHK Schwab 1000 Index ETF
+0.61%
+$1,507.66 
XLSR SPDR SSGA US Sector Rotation ETF
+0.6%
+$1,468.32 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$2,497.3 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,157.64 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,157.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,957.74 
STX Seagate Technology Holdings plc
+0.52%
+$1,691 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.5%
+$5,651.1 
MISL First Trust Indxx Aerospace & Defense ETF
+0.47%
+$4,268.98 
BUFP PGIM Laddered Fund of Bond 12 ETF
+0.44%
+$893.06 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$3,032.25 
GFEB FT VEST US Equity Moderate Fund
+0.38%
+$1,109.81 
AVGO Broadcom Inc.
+0.37%
+$2,616.48 
PG Procter & Gamble Co
+0.37%
+$1,008.59 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$99,169.62 
BAC Bank of America Corporation
+0.36%
+$2,712.82 
QEW Invesco QQQ Equal Weight ETF
+0.34%
+$1,053.99 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$832.5 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,122.33 
MRK Merck & Co., Inc.
+0.32%
+$1,487.11 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.28%
+$1,168.58 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$2,019.87 
JPM JPMorgan Chase & Co.
+0.27%
+$2,060.48 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$14,075.4 
JNJ Johnson & Johnson
+0.21%
+$1,772.85 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$750.82 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$25,253.82 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$34,305.1 
CPRY Calamos Russell 2000 Structured Alt Protection ETF - January
+0.15%
+$429.87 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$943.94 
CPSD Calamos S&P 500 Structured Alt Protection ETF – December
+0.14%
+$388.5 
MMM 3M Company
+0.12%
+$1,030.86 
CPSR Calamos S&P 500 Structured Alt Protection ETF – March
+0.11%
+$309.29 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$37,479.24 
NUE Nucor Corporation
+0.1%
+$874.5 
FMDE Fidelity Enhanced Mid Cap ETF
+0.1%
+$25,025.36 
FSK FS KKR Capital Corp.
+0.1%
+$321.72 
WMT Walmart Inc.
+0.09%
+$2,398.15 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.09%
+$543.6 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.07%
+$2,875.5 
JPIB JPMorgan International Bond ETF
+0.06%
+$1,956.93 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$316.05 
VRIG Invesco Variable Rate Investment Grade ETF
+0.06%
+$1,589.86 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$12,728.25 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$245.02 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$29.44 
ELA Envela Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 FHEQ
FHEQ
0%
$0 ZFEB
ZFEB
0%
$0 BRIE
BRIE
0%
$0 
AAPL Apple Inc.
-7.35%
-$619,252.6 
MU Micron Technology, Inc.
-5.9%
-$115,651.07 
NUAI New Era Energy & Digital, Inc.
-3.52%
-$3,400 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$10,153.33 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$8,319.3 
BITB Bitwise Bitcoin ETF
-2.87%
-$11,703.88 
ABBV AbbVie Inc.
-2.51%
-$12,487.1 
BA Boeing Company
-2.15%
-$13,080.45 
SLV iShares Silver Trust
-2.13%
-$6,265.44 
SMR NuScale Power Corporation
-2.09%
-$1,800 
NFLX Netflix, Inc.
-2%
-$5,835.62 
AMD Advanced Micro Devices, Inc.
-1.9%
-$52,196.87 
GLD SPDR Gold Shares
-1.49%
-$10,121.6 
FPX First Trust US Equity Opportunities ETF
-1.38%
-$3,914.3 
RXRX Recursion Pharmaceuticals, Inc.
-1.32%
-$420.4 
NEE NextEra Energy, Inc.
-1.15%
-$2,698.72 
DE Deere & Company
-1.13%
-$9,737.59 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$3,076.95 
RCL Royal Caribbean Group
-1.13%
-$2,930.21 
TXN Texas Instruments Inc
-1.08%
-$2,337.5 
LOW Lowe's Companies Inc.
-1.08%
-$4,953.14 
PPH VanEck Pharmaceutical ETF
-1.07%
-$184,936.8 
INTC Intel Corporation
-1.02%
-$1,585.65 
KO The Coca-Cola Company
-1.02%
-$4,399.2 
XOM Exxon Mobil Corporation
-0.97%
-$34,281.18 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$13,771.9 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.78%
-$36,601.26 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$47,771.85 
MA Mastercard Incorporated
-0.74%
-$2,146.25 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$1,698.12 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$55,411.73 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$9,497.68 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,104.83 
BE Bloom Energy Corporation
-0.63%
-$2,386.82 
ECL Ecolab Inc.
-0.61%
-$2,197.35 
AVDS Avantis International Small Cap Equity ETF
-0.6%
-$57,795.32 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$8,931.76 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$1,251.18 
LLY Eli Lilly and Company
-0.53%
-$3,500.23 
CGIC Capital Group International Core Equity ETF
-0.53%
-$2,691.35 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$1,452.8 
PEP PepsiCo, Inc.
-0.46%
-$3,098.88 
CGMU Capital Group Municipal Income ETF
-0.44%
-$1,403.16 
TRV The Travelers Companies, Inc.
-0.43%
-$1,238.8 
HD The Home Depot, Inc.
-0.42%
-$881.27 
FSCO FS Credit Opportunities Corp.
-0.4%
-$258.08 
VGT Vanguard Information Technology ETF
-0.38%
-$1,500.7 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$6,361.95 
EVRG Evergy Inc.
-0.29%
-$2,998.3 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,238.16 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
-0.28%
-$1,237.6 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$572.25 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$3,174.84 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$539.22 
COST Costco Wholesale Corporation
-0.24%
-$1,340.62 
VB Vanguard Small-Cap ETF
-0.22%
-$1,352.96 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,363.4 
KR Kroger Co.
-0.21%
-$2,349.48 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$938.4 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$805.87 
KORP American Century Diversified Corporate Bond ETF
-0.13%
-$275.64 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$279.36 
XLF Financial Select Sector SPDR Fund
-0.1%
-$339.24 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$828.5 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$10,352.08 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
-0.06%
-$298.26 
CGBL Capital Group Core Balanced ETF
-0.05%
-$128.02 
VO Vanguard Mid-Cap ETF
-0.05%
-$489.96 
V Visa Inc. Class A
-0.04%
-$134.67 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$70.7 
UTES Virtus Reaves Utilities ETF
-0.03%
-$3,316.82 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$187.39 Events
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Dividends
Dividend Analysis
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| Trades 1704 | Longs Won 1139/1704 66% | Profit Factor 6.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $447,576.59 |
| Average Win $111,660.74 | Best Trade (Aug 14) $10.31M | Sharpe Ratio -10.91 |
| Average Loss -$33,710.14 | Worst Trade (Sep 30) -$1.66M | Z-Score 15.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 1d | Expectancy $63,459.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,255 | $4.65M | $7.8M | - | $3.15M | 67.88% | -7.354% |
| ABBV AbbVie Inc. | 1,930 | $317,171.2 | $484,314.2 | - | $167,143 | 52.7% | -2.513% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 41,425 | $855,012 | $857,083.25 | - | $2,071.25 | 0.24% | -0.097% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 934 | $451,140.67 | $290,688.83 | - | -$160,451.84 | -35.57% | +3.851% |
| AMD Advanced Micro Devices, Inc. | 5,649 | $708,479.66 | $2.69M | - | $1.98M | 279.65% | -1.904% |
| AMZN Amazon.com Inc | 12,451 | $1.97M | $3.38M | - | $1.41M | 71.71% | +15.321% |
| AVDS Avantis International Small Cap Equity ETF | 125,642 | $9.05M | $9.6M | - | $550,074.03 | 6.08% | -0.599% |
| AVGO Broadcom Inc. | 1,817 | $642,086.14 | $707,321.76 | - | $65,235.62 | 10.16% | +0.371% |
| AVLV Avantis U.S. Large Cap Value ETF | 7,261 | $552,044.79 | $669,173.76 | - | $117,128.97 | 21.22% | +0.141% |
| BA Boeing Company | 2,748 | $521,088.67 | $593,952.72 | - | $72,864.05 | 13.98% | -2.155% |
| BAC Bank of America Corporation | 12,331 | $397,204.43 | $763,905.45 | - | $366,701.02 | 92.32% | +0.356% |
| BE Bloom Energy Corporation | 1,822 | $247,197.2 | $374,985.82 | - | $127,788.62 | 51.7% | -0.632% |
| BITB Bitwise Bitcoin ETF | 11,588 | $617,695.88 | $395,498.44 | - | -$222,197.44 | -35.97% | -2.874% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 4,515 | $528,390.45 | $531,415.5 | - | $3,025.05 | 0.57% | +0.06% |
| BRIE BRIE | 1.01M | $30,638.3 | $30,638.3 | - | - | - | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 53,317 | $24.63M | $27.27M | - | $2.64M | 10.74% | +0.365% |
| BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December | 13,748 | $385,088.72 | $410,858.98 | - | $25,770.26 | 6.69% | +0.285% |
| BUFP PGIM Laddered Fund of Bond 12 ETF | 6,379 | $203,840.95 | $205,850.33 | - | $2,009.38 | 0.99% | +0.436% |
| BUFR FT Vestladder Buffer ETF-USD I | 20,215 | $625,714.91 | $743,305.55 | - | $117,590.64 | 18.79% | +0.41% |
| BUFZ FT Vest Laddered Moderate Buffer Fund | 40,365 | $1.05M | $1.13M | - | $86,740.3 | 8.28% | +0.501% |
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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 - $4.29M, Invesco S&P MidCap Quality ETF - $4.15M, Capital Group Core Plus Income ETF - $4.02M, 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 - $1.72M, iShares MSCI USA Quality Factor ETF - $550,529.41, 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 $27.42M earned over time. The largest contributors to dividend income include Capital Group Core Plus Income ETF - $3.69M, Schwab U.S. Dividend Equity ETF - $2.76M, First Trust Institutional Preferred Securities and Income ETF - $2.63M, FT Vest Rising Dividend Achievers Fund - $1.81M, and JPMorgan International Bond ETF - $1.76M. 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.
