Bradley H. Owens Portfolio
Invests via LJI Wealth Management, LLC | Managed by Layton L. John, Bradley H. Owens, Joshua D. John, Jonathan W. Russell, Daniel K. Lucas
Invests via LJI Wealth Management, LLC
Managed by Layton L. John, Bradley H. Owens, Joshua D. John, Jonathan W. Russell, Daniel K. Lucas
Automatically Tracked
Bradley H. Owens Profile
Senior operating executive and investor focused on technology and industrial growth sectors, Bradley H. Owens brings operational leadership, M&A and capital-raising experience to board and private-equity roles. He has led turnarounds, scaled revenue and overseen integrations across software and industrial services businesses. He is active in governance, strategic planning and investor relations, advising buyout firms and growth investors on value creation and exit planning. Known for cross-border deal execution and disciplined portfolio oversight.
Senior operating executive and investor focused on technology and industrial growth sectors, Bradley H. Owens brings operational leadership, M&A and capital-raising experience to board and private-equity roles. He has led turnarounds, scaled revenue and overseen integrations across software and industrial services businesses. He is active in governance, strategic planning and investor relations, advising buyout firms and growth investors on value creation and exit planning. Known for cross-border deal execution and disciplined portfolio oversight.
Investment Philosophy & Strategy
Leads with an operator-first, value‑creation investment philosophy prioritizing control or board-level influence to drive operational improvements, revenue scaling and disciplined M&A. Targets technology and industrial growth companies where hands-on governance, integration experience and cross-border execution accelerate returns. Allocates capital to situations needing turnaround, consolidation or platform build‑outs, blending growth-oriented revenue expansion with private‑equity rigor on cost, cash conversion and exit readiness. Time horizon is medium-to-long; risk discipline emphasizes active oversight, clear KPI governance and staged capital deployment tied to operational milestones.
Leads with an operator-first, value‑creation investment philosophy prioritizing control or board-level influence to drive operational improvements, revenue scaling and disciplined M&A. Targets technology and industrial growth companies where hands-on governance, integration experience and cross-border execution accelerate returns. Allocates capital to situations needing turnaround, consolidation or platform build‑outs, blending growth-oriented revenue expansion with private‑equity rigor on cost, cash conversion and exit readiness. Time horizon is medium-to-long; risk discipline emphasizes active oversight, clear KPI governance and staged capital deployment tied to operational milestones.
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:
-2.17%
Gain
Monthly
0.27%
Yearly
3.29%
Drawdown
33.27%
$705.35M
Equity
Holdings
$705.35M
Investment
$502.68M
$233.46M
Profit -$2.23M
Realized
$30.79M
Unrealized
$202.67M
Dividends
$37.18M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.23M
Win %
79%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$1.98M
Win %
79%
This Month
Compared to last month
Gain
-0.05%
Profit
-$354,578.91
Win %
79%
This Year
Compared to last year
Gain
12.94%
Profit
$80.8M
Win %
79%
ABT Abbott Laboratories
+10.41%
+$18,936.97 
UNH UnitedHealth Group Incorporated
+3.52%
+$63,838.94 
MRK Merck & Co., Inc.
+3.48%
+$7,258.4 
IBCP Independent Bank Corporation
+3.47%
+$11,340 
BSX Boston Scientific Corporation
+3.25%
+$17,759 
UPS United Parcel Service, Inc.
+3.23%
+$37,795.75 
SBUX Starbucks Corporation
+3.21%
+$7,917.75 
UNP Union Pacific Corporation
+3.21%
+$18,213.82 
HROW Harrow Inc.
+3.19%
+$53,019 
ABBV AbbVie Inc.
+3.14%
+$14,864.46 
VZ Verizon Communications Inc.
+2.81%
+$8,819.4 
KRE SPDR S&P Regional Banking ETF
+2.78%
+$27,868.1 
PM Philip Morris International Inc.
+2.77%
+$10,456.66 
RF Regions Financial Corporation
+2.76%
+$22,567.8 
EXR Extra Space Storage Inc.
+2.6%
+$20,040.8 
CRM Salesforce Inc
+2.53%
+$6,095.43 
ISRG Intuitive Surgical, Inc.
+2.53%
+$10,355.55 
ADBE Adobe Inc.
+2.4%
+$4,573 
LOW Lowe's Companies Inc.
+2.3%
+$4,916.4 
SPG Simon Property Group, Inc.
+2.25%
+$7,988.76 
MA Mastercard Incorporated
+2.22%
+$5,562.34 
COST Costco Wholesale Corporation
+2.21%
+$19,421.81 
MO Altria Group, Inc.
+2.18%
+$6,634.32 
HBAN Huntington Bancshares Incorporated
+2.06%
+$6,909.28 
WMT Walmart Inc.
+1.93%
+$13,284.74 
TGT Target Corporation
+1.82%
+$12,476.87 
IYH iShares U.S. Healthcare ETF
+1.78%
+$5,770.31 
V Visa Inc. Class A
+1.75%
+$8,167.2 
LLY Eli Lilly and Company
+1.75%
+$135,023.01 
BMY Bristol-Myers Squibb Company
+1.7%
+$37,598 
HD The Home Depot, Inc.
+1.65%
+$9,390.6 
SDY SPDR S&P Dividend ETF
+1.64%
+$6,704.06 
DIS The Walt Disney Company
+1.63%
+$8,203.36 
PHO Invesco Water Resources ETF
+1.62%
+$5,161.5 
PG Procter & Gamble Co
+1.61%
+$6,554.52 
VHT Vanguard Health Care ETF
+1.59%
+$11,257.4 
WYNN Wynn Resorts, Limited
+1.58%
+$6,582.01 
COF Capital One Financial Corporation
+1.55%
+$3,982.59 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+1.52%
+$9,023.99 
DFSV Dimensional US Small Cap Value ETF
+1.5%
+$10,900.25 
CVX Chevron Corporation
+1.48%
+$10,151.99 
DVY iShares Select Dividend ETF
+1.46%
+$3,450.73 
DFAT Dimensional US Targeted Value ETF
+1.46%
+$22,753.14 
IBM International Business Machines Corporation
+1.44%
+$3,361.11 
IJS iShares S&P Small-Cap 600 Value ETF
+1.4%
+$7,094.6 
JNJ Johnson & Johnson
+1.36%
+$19,118.4 
MSFT Microsoft Corp.
+1.36%
+$47,862.9 
AVUV Avantis U.S. Small Cap Value ETF
+1.33%
+$12,596.2 
XOM Exxon Mobil Corporation
+1.3%
+$24,685.96 
AAPL Apple Inc.
+1.12%
+$220,376.8 
XLE Energy Select Sector SPDR Fund
+1.11%
+$5,188.75 
ECL Ecolab Inc.
+1.05%
+$2,199.18 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.04%
+$7,645.6 
FENY Fidelity MSCI Energy Index ETF
+1.04%
+$3,987.75 
FDX FedEx Corporation
+0.97%
+$2,836.5 
WFC Wells Fargo & Company
+0.87%
+$16,062.7 
UBER Uber Technologies, Inc.
+0.81%
+$12,008.86 
IWS iShares Russell Mid-Cap Value ETF
+0.68%
+$2,971.38 
IVE ISHARES S&P 500 VALUE ETF
+0.65%
+$3,229.5 
NET Cloudflare Inc.
+0.58%
+$11,218 
UWMC UWM Holdings Corporation
+0.56%
+$131.1 
RSP Invesco S&P 500 Equal Weight ETF
+0.55%
+$3,084.52 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$1,950.4 
AME Ametek Inc.
+0.38%
+$1,836.54 
VYM Vanguard High Dividend Yield ETF
+0.33%
+$4,517.24 
JEPI JPMorgan Equity Premium Income Fund
+0.31%
+$6,970.6 
LMT Lockheed Martin Corporation
+0.3%
+$522.81 
AMZN Amazon.com Inc
+0.29%
+$11,042.28 
FDRR Fidelity Dividend ETF for Rising Rates
+0.26%
+$1,168.65 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$817.53 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.18%
+$674.45 
GOOGL Alphabet Inc
+0.18%
+$4,846.31 
GOOG Alphabet Inc
+0.17%
+$3,481.88 
NFLX Netflix, Inc.
+0.16%
+$1,027.31 
DFLV Dimensional US Large Cap Value ETF
+0.14%
+$531.25 
VB Vanguard Small-Cap ETF
+0.13%
+$720.88 
IWR iShares Russell Mid-Cap ETF
+0.11%
+$24,308.62 
DFUV Dimensional US Marketwide Value ETF
+0.08%
+$895.59 
XLF Financial Select Sector SPDR Fund
+0.08%
+$1,462.77 
SRE Sempra
+0.05%
+$189.9 
IWM iShares Russell 2000 ETF
+0.04%
+$13,430.89 
VTWO Vanguard Russell 2000 ETF
+0.03%
+$1,736.04 
BKLN Invesco Senior Loan ETF
+0.02%
+$72.02 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$211.8 
XLU Utilities Select Sector SPDR Fund
+0.01%
+$39.17 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$166.22 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.01%
+$201.18 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$40.55 
FLOT iShares Floating Rate Bond ETF
0%
$0 
SGMO Sangamo Therapeutics Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
OKLO Oklo Inc.
-9.67%
-$35,360 
PCT PureCycle Technologies, Inc.
-8.65%
-$78,037.3 
USAR USA Rare Earth, Inc.
-8.52%
-$58,769.9 
ENVX Enovix Corporation
-8.12%
-$9,422.58 
TSSI TSS, Inc.
-7.72%
-$10,253.75 
PTF Invesco Dorsey Wright Technology ETF
-6.77%
-$17,125.95 
MU Micron Technology, Inc.
-6.1%
-$75,016.8 
HUMA Humacyte, Inc.
-5.9%
-$11,155.5 
AMD Advanced Micro Devices, Inc.
-5.53%
-$100,547.52 
INTC Intel Corporation
-5.16%
-$61,058.72 
FCX Freeport-McMoRan Inc.
-4.95%
-$12,569.24 
VRT Vertiv Holdings Co
-4.82%
-$11,903.46 
ORCL Oracle Corporation
-4.58%
-$33,718.85 
JOBY Joby Aviation, Inc.
-4.51%
-$21,397.22 
LRCX Lam Research Corporation
-4.45%
-$100,806.51 
GS The Goldman Sachs Group, Inc.
-4.38%
-$17,970.88 
MS Morgan Stanley
-4.22%
-$18,036.44 
CAT Caterpillar Inc.
-3.71%
-$38,408.76 
SMH VanEck Semiconductor ETF
-3.69%
-$44,198.74 
AVGO Broadcom Inc.
-3.49%
-$49,940 
MSOS AdvisorShares Pure US Cannabis ETF
-3.18%
-$16,097.9 
CSCO Cisco Systems, Inc.
-3.13%
-$10,300.5 
SLV iShares Silver Trust
-3.09%
-$8,630.56 
PDP Invesco Dorsey Wright Momentum ETF
-3%
-$80,443.81 
HEI Heico Corporation
-2.82%
-$17,325 
KLAC KLA Corporation
-2.53%
-$20,808.9 
NVDA NVIDIA Corporation
-2.43%
-$166,884.72 
XLK State Street Technology Select Sector SPDR ETF
-2.38%
-$10,021.7 
XBI SPDR S&P Biotech ETF
-2.36%
-$52,693.2 
ARAI Arrive AI Inc.
-2.32%
-$138.06 
AMAT Applied Materials, Inc.
-2.23%
-$12,868.32 
EEM iShares MSCI Emerging Markets ETF
-2.1%
-$13,817.56 
FTEC Fidelity MSCI Information Technology Index ETF
-2.07%
-$16,416.25 
VGT Vanguard Information Technology ETF
-2.03%
-$10,406 
IEMG iShares Core MSCI Emerging Markets ETF
-1.96%
-$26,614.39 
GLD SPDR Gold Shares
-1.78%
-$3,213.76 
META Meta Platforms Inc Class A
-1.75%
-$56,246.49 
FBCG Fidelity Blue Chip Growth Fund
-1.55%
-$9,217.91 
IWP iShares Russell Mid-Cap Growth ETF
-1.44%
-$6,601.14 
ILCG iShares Morningstar Growth ETF
-1.43%
-$7,348.82 
TSLA Tesla, Inc.
-1.41%
-$12,537.45 
QQQM Invesco NASDAQ 100 ETF
-1.38%
-$6,175.9 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$257,326.11 
CRWD CrowdStrike Holdings, Inc.
-1.35%
-$9,084.24 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.21%
-$2,657.12 
SCHF Schwab International Equity ETF
-1.18%
-$4,565.6 
VWO Vanguard FTSE Emerging Markets ETF
-1.17%
-$4,955.35 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.17%
-$10,475.44 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.16%
-$4,372.76 
IXUS iShares Core International Stock ETF
-1.16%
-$12,514.7 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.14%
-$7,261.38 
VTWG Vanguard Russell 2000 Growth ETF
-1.14%
-$107,439.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$2,840.09 
OIH VanEck Oil Services ETF
-1.03%
-$3,270.51 
SFY SoFi Select 500 ETF
-1%
-$3,435.84 
BA Boeing Company
-0.93%
-$22,374.66 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.91%
-$360,317.04 
VUG Vanguard Growth ETF
-0.89%
-$9,217.47 
IVLU iShares MSCI International Value Factor ETF
-0.86%
-$5,488.14 
SLB Schlumberger Limited
-0.85%
-$3,748.28 
EFA iShares MSCI EAFE ETF
-0.85%
-$5,224.3 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$4,859.04 
BULL Webull Corporation
-0.8%
-$617 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.76%
-$3,730.51 
DFIV Dimensional International Value ETF
-0.63%
-$3,791.05 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.62%
-$106,302.87 
PLTR Palantir Technologies Inc.
-0.55%
-$27,799.9 
PFF iShares Preferred and Income Securities ETF
-0.52%
-$1,763.2 
JPM JPMorgan Chase & Co.
-0.47%
-$41,122.49 
DFUS Dimensional U.S. Equity Market ETF
-0.44%
-$12,673.08 
ASML ASML Holding N.V. New York Registry Shares
-0.4%
-$3,589.14 
EUFN iShares MSCI Europe Financials ETF
-0.4%
-$1,440.8 
VOO Vanguard S&P 500 ETF
-0.39%
-$11,117.88 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$26,749.84 
IVV iShares Core S&P 500 ETF
-0.38%
-$2,740.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.38%
-$769,456.17 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$109,711.8 
IWV ISHARES RUSSELL 3000 ETF
-0.34%
-$910.2 
SNPE Xtrackers S&P 500 ESG ETF
-0.33%
-$1,082.25 
DISV Dimensional International Small Cap Equity Fund
-0.3%
-$971.5 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.3%
-$7,045.77 
YYY Amplify High Income ETF
-0.26%
-$53,387.52 
VOX Vanguard Communication Services ETF
-0.26%
-$769 
VO Vanguard Mid-Cap ETF
-0.18%
-$2,699.9 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.18%
-$800.7 
MUB iShares National Muni Bond ETF
-0.17%
-$926.11 
VTEB Vanguard Tax-Exempt Bond ETF
-0.14%
-$2,057.22 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.14%
-$3,639.84 
VPLS Vanguard Core-Plus Bond ETF
-0.13%
-$271.83 
BAC Bank of America Corporation
-0.12%
-$3,785.47 
PGF Invesco Financial Preferred ETF
-0.11%
-$614.02 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.1%
-$625 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.09%
-$1,920.92 
BND Vanguard Total Bond Market Index Fund
-0.09%
-$517.47 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.07%
-$47,866.91 
SCHW Charles Schwab Corporation
-0.06%
-$199.09 
BSV Vanguard Short-Term Bond ETF
-0.06%
-$155.16 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$1,400.53 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.03%
-$326.62 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$506.42 Events
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Dividends
Dividend Analysis
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| Trades 2017 | Longs Won 1476/2017 73% | Profit Factor 8.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.3M |
| Average Win $180,492.53 | Best Trade (Jul 15) $50.59M | Sharpe Ratio -12.02 |
| Average Loss -$60,898.29 | Worst Trade (Sep 30) -$2.44M | Z-Score 13.94 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 4d | Expectancy $115,746.65 |
| 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 | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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