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:
97.56%
Gain +1.07%
Monthly
0.89%
Yearly
11.27%
Drawdown
22.82%
$511.85M
Equity
Holdings
$511.85M
Investment
$439.32M
$101.08M
Profit +$3.67M
Realized
$28.54M
Unrealized
$72.54M
Dividends
$28.45M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.07%
Profit
$3.67M
Win %
75%
This Week
Compared To Last Week
Gain
0.72%
Profit
$3.67M
Win %
75%
This Month
Compared to last month
Gain
-0.46%
Profit
-$2.35M
Win %
75%
This Year
Compared to last year
Gain
-0.46%
Profit
-$2.36M
Win %
75%
BE Bloom Energy Corp. Class A Common Stock
+7.89%
+$28,276.78 
TSLA Tesla, Inc.
+6.26%
+$202,602.79 
INTC Intel Corporation
+5.13%
+$8,924.46 
GEV GE Vernova Inc.
+5.07%
+$26,330.4 
STX Seagate Technology Holdings plc
+4.97%
+$11,950.07 
LMT Lockheed Martin Corporation
+3.97%
+$21,233 
PWR Quanta Services, Inc.
+3.76%
+$9,987.3 
MU Micron Technology Inc.
+3.56%
+$74,500.02 
TXN Texas Instruments Inc.
+3.17%
+$7,017.56 
ALAB Astera Labs, Inc.
+3.08%
+$7,381.44 
AMD Advanced Micro Devices Inc.
+2.69%
+$76,741.07 
PANW Palo Alto Networks, Inc.
+2.62%
+$12,974.81 
MRVL Marvell Technology Inc.
+2.58%
+$10,472.52 
AVGO Broadcom Inc.
+2.52%
+$20,362.56 
NVDA NVIDIA Corporation
+2.43%
+$110,982.2 
RCL Royal Caribbean Cruises Ltd.
+2.37%
+$5,274.23 
RXRX Recursion Pharmaceuticals, Inc. Class A Common Stock
+2.3%
+$893.35 
PSX Phillips 66
+2.16%
+$6,940.97 
MISL First Trust Indxx Aerospace & Defense ETF
+2.02%
+$17,673.97 
PWB Invesco Large Cap Growth ETF
+2.01%
+$630,076.72 
ARTY iShares Future AI & Tech ETF
+1.91%
+$123,179.76 
NUAI New Era Energy & Digital Inc.
+1.86%
+$1,100 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.84%
+$13,208.9 
XLK State Street Technology Select Sector SPDR ETF
+1.74%
+$11,419.38 
URI United Rentals Inc.
+1.72%
+$5,866.75 
VGT Vanguard Information Technology ETF
+1.47%
+$6,448.75 
QQQ Invesco QQQ Trust, Series 1
+1.3%
+$48,302.74 
FPX First Trust US Equity Opportunities ETF
+1.28%
+$169,665.84 
QQQM Invesco NASDAQ 100 ETF
+1.24%
+$499,936.5 
MSFT Microsoft Corporation Common Stock
+1.11%
+$43,610.12 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.05%
+$9,331.8 
VUG Vanguard Morningstar Growth ETF
+1.01%
+$1,995.87 
CGGO Capital Group Global Growth Equity ETF
+1%
+$4,594.12 
CAT Caterpillar Inc.
+0.98%
+$7,924.5 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.95%
+$3,591.06 
FAST Fastenal Co.
+0.93%
+$4,518.24 
XMHQ Invesco S&P MidCap Quality ETF
+0.92%
+$48,834.51 
JPM JPMorgan Chase & Co.
+0.92%
+$6,733.62 
IDMO Invesco S&P International Developed Momentum ETF
+0.92%
+$344,738.1 
VLUE iShares MSCI USA Value Factor ETF
+0.85%
+$2,311.22 
IJH iShares Core S&P Mid-Cap ETF
+0.84%
+$2,133.78 
AVDS Avantis International Small Cap Equity ETF
+0.83%
+$83,016.99 
FTXN First Trust Nasdaq Oil & Gas ETF
+0.82%
+$5,893.67 
IJR iShares Core S&P Small-Cap ETF
+0.82%
+$2,354.1 
WFC Wells Fargo & Company
+0.82%
+$2,577.15 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
+0.8%
+$6,996.53 
CGDV Capital Group Dividend Value ETF
+0.8%
+$9,230.37 
SCHK Schwab 1000 Index ETF
+0.8%
+$1,988.53 
SPCX Space Exploration Technologies Corp. Class A
+0.77%
+$22,612.84 
SCHB Schwab U.S. Broad Market ETF
+0.75%
+$3,246.76 
IVV iShares Core S&P 500 ETF
+0.74%
+$2,540.24 
VOO Vanguard S&P 500 ETF
+0.73%
+$22,024.01 
SPY State Street SPDR S&P 500 ETF Trust
+0.73%
+$9,501.15 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.73%
+$261,198.6 
VTI Vanguard Total Stock Market ETF
+0.72%
+$8,269.03 
VBK Vanguard Small-Cap Growth ETF
+0.71%
+$1,439.93 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.69%
+$43,129.17 
CGGR Capital Group Growth ETF
+0.68%
+$125,961.37 
UTES Virtus Reaves Utilities ETF
+0.67%
+$12,416 
FTHI First Trust BuyWrite Income ETF
+0.66%
+$4,729.67 
QEW Invesco QQQ Equal Weight ETF
+0.65%
+$2,666.08 
SPHQ Invesco S&P 500 Quality ETF
+0.65%
+$1,961.28 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.64%
+$1,409.44 
SCHF Schwab International Equity ETF
+0.64%
+$1,303.9 
BRK-B Berkshire Hathaway Inc.
+0.62%
+$187,262.14 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.62%
+$1,674.58 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.62%
+$6,791.5 
JNJ Johnson & Johnson
+0.61%
+$5,429.92 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
+0.59%
+$1,367.93 
AMZN Amazon.com Inc
+0.59%
+$19,114.32 
VB Vanguard Small-Cap ETF
+0.58%
+$3,431.87 
VEA Vanguard FTSE Developed Markets ETF
+0.58%
+$8,087.94 
CGBL Capital Group Core Balanced ETF
+0.57%
+$1,709.82 
GLD SPDR Gold Shares
+0.57%
+$3,766.83 
BAC Bank of America Corporation
+0.55%
+$3,487.12 
XLSR SPDR SSGA U.S. Sector Rotation ETF
+0.55%
+$1,410.36 
SCHM Schwab U.S. Mid-Cap ETF
+0.55%
+$6,683.82 
FMDE Fidelity Enhanced Mid Cap Core ETF
+0.54%
+$144,364.05 
ELA Envela Corp.
+0.53%
+$600 
IEFA iShares Core MSCI EAFE ETF
+0.53%
+$2,416.38 
AVLV Avantis U.S. Large Cap Value ETF
+0.53%
+$3,566.71 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.53%
+$23,641.47 
COP ConocoPhillips
+0.5%
+$1,592.96 
SLV iShares Silver Trust
+0.47%
+$1,686.82 
IQLT iShares MSCI Intl Quality Factor ETF
+0.47%
+$7,640.56 
CTAS Cintas Corporation
+0.47%
+$1,110.82 
VBR Vanguard Small-Cap Value ETF
+0.46%
+$2,179.82 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.45%
+$3,331.27 
PVAL Putnam Focused Large Cap Value ETF
+0.45%
+$106,453.44 
CGXU Capital Group International Focus Equity ETF
+0.44%
+$984.48 
BUFR FT Vest Laddered Buffer ETF
+0.44%
+$2,508.99 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+0.42%
+$1,829.1 
LLY Eli Lilly and Company
+0.42%
+$3,113.48 
JEPI JPMorgan Equity Premium Income ETF
+0.41%
+$1,128.94 
TRV The Travelers Companies, Inc.
+0.4%
+$1,217.6 
RDVI FT Vest Rising Dividend Achievers Target Income ETF
+0.4%
+$62,104.02 
XOM ExxonMobil Holdings Corporation
+0.39%
+$16,483.45 
WMT Walmart Inc.
+0.39%
+$12,218.34 
FHEQ Fidelity Hedged Equity ETF
+0.38%
+$1,325.11 
QUAL iShares MSCI USA Quality Factor ETF
+0.36%
+$1,503.18 
BA The Boeing Company
+0.35%
+$1,849.95 
DVN Devon Energy Corporation
+0.35%
+$1,229.22 
BUFD FT Vest Laddered Deep Buffer ETF
+0.34%
+$1,485.75 
BUFP PGIM Laddered S&P 500 Buffer 12 ETF
+0.33%
+$701.69 
BUFZ FT Vest Laddered Moderate Buffer ETF
+0.33%
+$4,039.4 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
+0.32%
+$1,007.7 
XLE State Street Energy Select Sector SPDR ETF
+0.32%
+$990.88 
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF
+0.3%
+$1,407.76 
RSP Invesco S&P 500 Equal Weight ETF
+0.29%
+$1,362.71 
GFEB FT Vest U.S. Equity Moderate Buffer ETF - February
+0.29%
+$860.76 
AGGH Simplify Aggregate Bond ETF
+0.29%
+$3,032.43 
CGIC Capital Group International Core Equity ETF
+0.29%
+$1,567.4 
CGMU Capital Group Municipal Income ETF
+0.26%
+$825.72 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.26%
+$564.44 
VXUS Vanguard Total International Stock ETF
+0.26%
+$805.39 
XLF State Street Financial Select Sector SPDR ETF
+0.25%
+$793.8 
ABBV AbbVie Inc.
+0.22%
+$1,229.11 
ECL Ecolab Inc.
+0.22%
+$812.7 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.18%
+$8,618.08 
KORP American Century Diversified Corporate Bond ETF
+0.16%
+$325.64 
WMB The Williams Companies, Inc.
+0.13%
+$492.95 
NEE NextEra Energy Inc.
+0.12%
+$269.21 
CGCP Capital Group Core Plus Income ETF
+0.12%
+$8,815.58 
ZFEB Innovator Equity Defined Protection ETF - 1 Yr February
+0.11%
+$319.95 
LMBS First Trust Low Duration Opportunities ETF
+0.11%
+$14,368.15 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.11%
+$1,277.22 
NUE Nucor Corporation
+0.11%
+$467.34 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.1%
+$2,492.48 
CPSR Calamos S&P 500 Structured Alt Protection ETF - March
+0.1%
+$266.62 
EVRG Evergy Inc.
+0.09%
+$943.65 
SDY State Street SPDR S&P Dividend ETF
+0.08%
+$367.28 
COST Costco Wholesale Corp
+0.07%
+$434.37 
CPSD Calamos S&P 500 Structured Alt Protection ETF - December
+0.07%
+$206.32 
VRIG Invesco Variable Rate Investment Grade ETF
+0.04%
+$812.24 
JMST JPMorgan Ultra-Short Municipal Income ETF
+0.03%
+$212.09 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$176.47 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$427.96 
BOXX Alpha Architect 1-3 Month Box ETF
+0.01%
+$58.51 BRIE
BRIE
0%
$0 OKE
OKE
0%
$0 
NFLX Netflix Inc.
-4.2%
-$9,450.77 
MRK Merck & Co., Inc.
-3.25%
-$17,213.84 
VZ Verizon Communications Inc.
-2.89%
-$6,363.57 
MA Mastercard Inc. Class A Common Stock
-1.7%
-$5,520.14 
DE Deere & Company
-1.25%
-$11,618.17 
FBTC Fidelity Wise Origin Bitcoin Fund
-1.18%
-$4,759.22 
BITB Bitwise Bitcoin ETF
-1.16%
-$6,052.16 
ONB Old National Bancorp
-1.11%
-$2,275.84 
AAPL Apple Inc.
-1.09%
-$97,304.72 
V Visa Inc. Class A
-1.03%
-$4,092.94 
PG The Procter & Gamble Company
-0.74%
-$2,236.81 
FRDM Freedom 100 Emerging Markets ETF
-0.57%
-$90,070.92 
LOW Lowe's Companies, Inc.
-0.54%
-$2,073.54 
ISRG Intuitive Surgical Inc.
-0.52%
-$1,215.82 
SCHE Schwab Emerging Markets Equity ETF
-0.52%
-$25,034.4 
VWO Vanguard FTSE Emerging Markets ETF
-0.49%
-$1,190.28 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.49%
-$1,484.8 
GOOG Alphabet Inc
-0.47%
-$5,859.32 
PEP PepsiCo, Inc.
-0.4%
-$2,533.68 
IEMG iShares Core MSCI Emerging Markets ETF
-0.38%
-$934.38 
GOOGL Alphabet Inc
-0.34%
-$3,387.9 
CVX Chevron Corporation
-0.32%
-$1,954.39 
KR The Kroger Co.
-0.32%
-$4,121.04 
SCHD Schwab U.S. Dividend Equity ETF
-0.3%
-$43,443.64 
XLV State Street Health Care Select Sector SPDR ETF
-0.3%
-$4,833.07 
SMR NuScale Power Corporation Class A Common Stock
-0.28%
-$154.5 
MMM 3M Company
-0.26%
-$1,534.08 
FSK FS KKR Capital Corp.
-0.24%
-$675.27 
JPIB JPMorgan International Bond Opportunities ETF
-0.23%
-$6,828.43 
VHT Vanguard Health Care ETF
-0.2%
-$434.02 
PPH VanEck Pharmaceutical ETF
-0.17%
-$20,340.8 
KO The Coca-Cola Company
-0.15%
-$669.87 
FSCO FS Credit Opportunities Corp.
-0.1%
-$65.69 
META Meta Platforms Inc Class A
-0.04%
-$388.93 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.03%
-$1,365.41 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1865 | Longs Won 1222/1865 65% | Profit Factor 5.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $417,531.31 |
| Average Win $102,990.1 | Best Trade (Sep 30) $10.29M | Sharpe Ratio -10.46 |
| Average Loss -$38,535.71 | Worst Trade (Oct 26) -$2.26M | Z-Score 7.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 4w 1d | Expectancy $54,195.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,333 | 12,000 | 10,667 | 9,333 | 8,000 | 6,667 | 5,333 | 4,000 | 2,667 | 1,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,674 | $4.79M | $8.83M | - | $4.04M | 84.48% | -1.09% |
| ABBV AbbVie Inc. | 1,951 | $322,664.59 | $558,512.77 | - | $235,848.18 | 73.09% | +0.221% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 124,624 | $2.59M | $2.58M | - | -$10,826.34 | -0.42% | +0.097% |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 15,503 | $319,051.74 | $317,423.92 | - | -$1,627.82 | -0.51% | +0.318% |
| AGGH Simplify Aggregate Bond ETF | 55,135 | $1.04M | $1.06M | - | $15,713.47 | 1.51% | +0.287% |
| ALAB Astera Labs, Inc. | 932 | $450,174.63 | $247,054.56 | - | -$203,120.07 | -45.12% | +3.08% |
| AMD Advanced Micro Devices Inc. | 5,513 | $693,609.42 | $2.93M | - | $2.23M | 321.82% | +2.694% |
| AMZN Amazon.com Inc | 13,092 | $2.13M | $3.27M | - | $1.14M | 53.4% | +0.589% |
| ARTY iShares Future AI & Tech ETF | 93,318 | $7.31M | $6.56M | - | -$743,744.46 | -10.18% | +1.912% |
| AVDS Avantis International Small Cap Equity ETF | 131,773 | $9.53M | $10.11M | - | $580,249.59 | 6.09% | +0.828% |
| AVGO Broadcom Inc. | 2,517 | $887,919.14 | $830,031.09 | - | -$57,888.05 | -6.52% | +2.515% |
| AVLV Avantis U.S. Large Cap Value ETF | 7,279 | $553,672.71 | $679,349.07 | - | $125,676.36 | 22.7% | +0.528% |
| BA The Boeing Company | 2,803 | $531,321.42 | $529,795.03 | - | -$1,526.39 | -0.29% | +0.35% |
| BAC Bank of America Corporation | 12,454 | $403,899.32 | $633,161.36 | - | $229,262.04 | 56.76% | +0.554% |
| BE Bloom Energy Corp. Class A Common Stock | 1,853 | $255,783.58 | $386,461.68 | - | $130,678.1 | 51.09% | +7.894% |
| BITB Bitwise Bitcoin ETF | 11,867 | $630,351.32 | $516,689.18 | - | -$113,662.14 | -18.03% | -1.158% |
| BOXX Alpha Architect 1-3 Month Box ETF | 5,851 | $686,559.49 | $694,923.27 | - | $8,363.78 | 1.22% | +0.008% |
| BRIE BRIE | 1.06M | $32,243.71 | $32,243.71 | - | - | - | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 55,403 | $25.67M | $30.23M | - | $4.56M | 17.76% | +0.623% |
| BUFD FT Vest Laddered Deep Buffer ETF | 14,150 | $397,297.46 | $431,716.5 | - | $34,419.04 | 8.66% | +0.345% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Brenda Bickle?
The largest contributions to the portfolio's profits come from the following stocks: Capital Group Growth ETF - $20.62M, iShares Currency Hedged MSCI EAFE ETF - $6.77M, Schwab U.S. Dividend Equity ETF - $4.46M, Invesco S&P MidCap Quality ETF - $4.18M, and Capital Group Core Plus Income ETF - $4M. 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 - $1.85M, Virtus Reaves Utilities ETF - $1.67M, iShares MSCI USA Quality Factor ETF - $549,642.21, and abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF - $458,648.22. 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 $28.45M earned over time. The largest contributors to dividend income include Capital Group Core Plus Income ETF - $3.69M, Schwab U.S. Dividend Equity ETF - $2.87M, First Trust Institutional Preferred Securities and Income ETF - $2.66M, FT Vest Rising Dividend Achievers Target Income ETF - $1.95M, and JPMorgan International Bond Opportunities 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.
2026 © Marketlog. All Rights Reserved.
