David Maxey Portfolio
Invests via Heritage Family Offices, LLP | Managed by Michael Brent Frost, Brent James Emch
Invests via Heritage Family Offices, LLP
Managed by Michael Brent Frost, Brent James Emch
Automatically Tracked
David Maxey Profile
Veteran growth-stage investor and former technology operator focused on SaaS, payments and enterprise software. David Maxey leads deal sourcing, portfolio construction and board-level transformation initiatives, bringing hands-on scaling experience, commercialization expertise and capital markets engagement. Active mentor to founders, he emphasizes unit economics, ARR growth and disciplined go-to-market investments. Regular contributor to sector research and strategic advisory mandates.
Veteran growth-stage investor and former technology operator focused on SaaS, payments and enterprise software. David Maxey leads deal sourcing, portfolio construction and board-level transformation initiatives, bringing hands-on scaling experience, commercialization expertise and capital markets engagement. Active mentor to founders, he emphasizes unit economics, ARR growth and disciplined go-to-market investments. Regular contributor to sector research and strategic advisory mandates.
Investment Philosophy & Strategy
Career focus on growth-stage SaaS, payments and enterprise software, preferring companies with clear unit economics and predictable ARR expansion. Investment style mixes operational active ownership and board-level transformation with pragmatic capital allocation toward go-to-market and retention. Time horizon is multi-year, prioritizing scalability, margin improvement and capital-efficient growth. Risk discipline emphasizes milestone-driven financing, measurable KPIs and pathway to liquidity. Competitive edge is founder collaboration, commercialization playbooks and capital markets fluency.
Career focus on growth-stage SaaS, payments and enterprise software, preferring companies with clear unit economics and predictable ARR expansion. Investment style mixes operational active ownership and board-level transformation with pragmatic capital allocation toward go-to-market and retention. Time horizon is multi-year, prioritizing scalability, margin improvement and capital-efficient growth. Risk discipline emphasizes milestone-driven financing, measurable KPIs and pathway to liquidity. Competitive edge is founder collaboration, commercialization playbooks and capital markets fluency.
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:
29.02%
Gain -0.63%
Monthly
0.98%
Yearly
12.44%
Drawdown
15.29%
$261.9M
Equity
Holdings
$261.9M
Investment
$226.24M
$51.32M
Profit -$1.48M
Realized
$15.67M
Unrealized
$35.66M
Dividends
$9.14M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.63%
Profit
-$1.48M
Win %
70%
This Week
Compared To Last Week
Gain
-0.3%
Profit
-$786,820.12
Win %
70%
This Month
Compared to last month
Gain
-0.56%
Profit
-$1.48M
Win %
70%
This Year
Compared to last year
Gain
0.74%
Profit
$2.04M
Win %
64%
AMZN Amazon.com Inc
+15.32%
+$522,799.06 
ETN Eaton Corporation plc
+7.32%
+$89,148.19 
GOOG Alphabet Inc
+6.88%
+$164,074.71 
GOOGL Alphabet Inc
+6.73%
+$197,466.36 
VRT Vertiv Holdings Co
+6.18%
+$9,356.56 
AEIS Advanced Energy Industries Inc.
+5.56%
+$14,802.18 
ANET Arista Networks, Inc.
+5.46%
+$12,754.12 
VIAV Viavi Solutions Inc.
+5.42%
+$8,196.6 
FTNT Fortinet Inc.
+4.99%
+$12,443.2 
COHU Cohu Inc.
+3.31%
+$4,948.02 
META Meta Platforms Inc Class A
+3.28%
+$49,521.65 
MSFT Microsoft Corp.
+3.02%
+$161,287.92 
NVDA NVIDIA Corporation
+2.93%
+$195,242.27 
CVX Chevron Corporation
+2.35%
+$9,044.52 
MRVL Marvell Technology, Inc.
+2.32%
+$4,485.78 
GLW Corning Incorporated
+2.24%
+$3,142.11 
WDC Western Digital Corporation
+2.21%
+$8,083.04 
CDNS Cadence Design Systems, Inc.
+2.16%
+$4,348.79 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$6,645.87 
CSCO Cisco Systems, Inc.
+2.14%
+$7,909.65 
PANW Palo Alto Networks, Inc.
+1.89%
+$5,036.85 
FIX Comfort Systems USA, Inc.
+1.88%
+$4,108.65 
ORCL Oracle Corporation
+1.81%
+$5,440.05 
HWM Howmet Aerospace Inc.
+1.8%
+$4,292.77 
HPE Hewlett Packard Enterprise Company
+1.61%
+$3,965.68 
VZ Verizon Communications Inc.
+1.52%
+$3,579.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$6,312.96 
GE General Electric Company
+1.42%
+$7,700.93 
KLAC KLA Corporation
+1.38%
+$21,755.22 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$4,444.65 
CAH Cardinal Health Inc.
+1.3%
+$4,176.55 
COP ConocoPhillips
+1.22%
+$2,953.65 
ESE Esco Technologies Inc.
+1.21%
+$3,220.56 
WFC Wells Fargo & Company
+1.19%
+$23,457.96 
AMAT Applied Materials, Inc.
+1.18%
+$8,826.43 
MSI Motorola Solutions, Inc.
+1.14%
+$6,073.75 
VUG Vanguard Growth ETF
+1.1%
+$2,432.88 
TDY Teledyne Technologies Incorporated
+0.98%
+$3,156.67 
UNP Union Pacific Corporation
+0.92%
+$2,400.34 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$2,224.51 
WMB The Williams Companies, Inc.
+0.89%
+$8,289.54 
NDSN Nordson Corporation
+0.86%
+$2,223.59 
IBM International Business Machines Corporation
+0.86%
+$3,401.67 
SU Suncor Energy Inc.
+0.82%
+$3,157.55 
MCD McDonald's Corporation
+0.82%
+$1,630.21 
EMR Emerson Electric Co.
+0.79%
+$8,181.01 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$4,049.2 
ZWS Zurn Elkay Water Solutions Corporation
+0.78%
+$2,081.82 
XVV iShares ESG Screened S&P 500
+0.78%
+$6,893.89 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$59,863.83 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$2,251.27 
TSLA Tesla, Inc.
+0.76%
+$9,562.64 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,446.25 
STT State Street Corp
+0.73%
+$7,797.4 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$13,150.97 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,173.39 
VOO Vanguard S&P 500 ETF
+0.71%
+$5,200.24 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$3,044.02 
ENS EnerSys
+0.7%
+$1,485.9 
CAT Caterpillar Inc.
+0.7%
+$4,105.07 
IVV iShares Core S&P 500 ETF
+0.69%
+$40,606.72 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$3,122.23 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$40,308.21 
PLTR Palantir Technologies Inc.
+0.65%
+$2,222.39 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,210.12 
VONE Vanguard Russell 1000 ETF
+0.64%
+$2,134.26 
MO Altria Group, Inc.
+0.57%
+$3,848.13 
APH Amphenol Corporation
+0.55%
+$9,616.53 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,686 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$20,569.82 
XPEL XPEL, Inc.
+0.5%
+$17,996.44 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,101.99 
MSOX AdvisorShares MSOS Daily Leveraged ETF
+0.44%
+$331 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,137.75 
BHE Benchmark Electronics Inc.
+0.44%
+$813.05 
EBAY eBay Inc.
+0.43%
+$974.61 
CSX CSX Corporation
+0.42%
+$1,007.79 
RTX RTX Corporation
+0.39%
+$6,727.56 
DIOD Diodes Inc.
+0.39%
+$676.16 
AVGO Broadcom Inc.
+0.37%
+$12,932.64 
PG Procter & Gamble Co
+0.37%
+$1,764.37 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,976.18 
BAC Bank of America Corporation
+0.36%
+$1,843.16 
GD General Dynamics Corporation
+0.32%
+$760.06 
MRK Merck & Co., Inc.
+0.32%
+$888.49 
NPO EnPro Industries Inc.
+0.31%
+$730.41 
JPM JPMorgan Chase & Co.
+0.27%
+$3,219.5 
IBMV iShares iBonds Dec 2033 Term Muni Bond ETF
+0.24%
+$667.44 
ALLE Allegion plc
+0.22%
+$762.94 
JNJ Johnson & Johnson
+0.21%
+$1,564.56 
ADI Analog Devices, Inc.
+0.2%
+$2,569.99 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,023.23 
MS Morgan Stanley
+0.17%
+$777.6 
ISRG Intuitive Surgical, Inc.
+0.1%
+$318.95 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$9,110.88 
C Citigroup Inc.
+0.1%
+$417.79 
WMT Walmart Inc.
+0.09%
+$1,174.72 
IBMO iShares iBonds Dec 2026 Term ETF
+0.08%
+$217.6 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$764.83 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.04%
+$110.73 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$68.69 
CLOA iShares AAA CLO ETF
+0.02%
+$45.62 
VYM Vanguard High Dividend Yield ETF
0%
$0 8891
889184AH0
0%
$0 8891
889184AD9
0%
$0 8960
89602HJA6
0%
$0 8955
89555EAP6
0%
$0 
AAPL Apple Inc.
-7.35%
-$592,035.4 
NXPI NXP Semiconductors N.V.
-6.53%
-$16,464 
SYK Stryker Corporation
-6.42%
-$39,876.9 
MU Micron Technology, Inc.
-5.9%
-$78,942.18 
EQX Equinox Gold Corp.
-4.89%
-$19,156.24 
GLDG Goldmining Inc.
-3.49%
-$900 
XBI SPDR S&P Biotech ETF
-2.94%
-$5,785.02 
IBIT iShares Bitcoin Trust
-2.89%
-$27,940.54 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$168,491.14 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$9,044.75 
IBKR Interactive Brokers Group Inc.
-2.75%
-$16,162.59 
QCOM QUALCOMM Incorporated
-2.63%
-$5,234.89 
ABBV AbbVie Inc.
-2.51%
-$36,859.59 
HLN Haleon Plc - ADR
-2.37%
-$5,363.52 
BA Boeing Company
-2.15%
-$23,114.51 
ARKF Ark Fintech Innovation ETF
-2.1%
-$4,700.5 
TKOMY Tokio Marine Holdings Inc. ADR
-2.07%
-$8,082.78 
NFLX Netflix, Inc.
-2%
-$8,676.78 
AMD Advanced Micro Devices, Inc.
-1.9%
-$18,332.2 
ARKG ARK Genomic Revolution ETF
-1.78%
-$6,559.7 
UNH UnitedHealth Group Incorporated
-1.68%
-$19,774.82 
AON Aon plc
-1.64%
-$3,852.81 
SNOW Snowflake Inc.
-1.62%
-$4,747.71 
LRCX Lam Research Corporation
-1.58%
-$7,797.32 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$49,722.96 
NVS Novartis AG Sponsored ADR
-1.45%
-$6,897.51 
UEC Uranium Energy Corp.
-1.44%
-$2,209.9 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$20,422.44 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$9,155.5 
TJX The TJX Companies, Inc.
-1.21%
-$4,596.46 
WRB W.R. Berkley Corporation
-1.15%
-$3,270.12 
TXN Texas Instruments Inc
-1.08%
-$13,442.11 
LOW Lowe's Companies Inc.
-1.08%
-$8,655.52 
MCK McKesson Corporation
-1.08%
-$16,487.1 
INTC Intel Corporation
-1.02%
-$4,828.56 
NDAQ Nasdaq, Inc.
-1.02%
-$5,844.25 
KO The Coca-Cola Company
-1.02%
-$2,581.2 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$3,631.2 
VMC Vulcan Materials Company
-0.98%
-$2,846.2 
XOM Exxon Mobil Corporation
-0.97%
-$10,301.49 
MCO Moody's Corporation
-0.81%
-$4,019.69 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$1,664.7 
SPGI S&P Global Inc.
-0.74%
-$1,663.95 
ED Consolidated Edison, Inc.
-0.74%
-$1,697.76 
MA Mastercard Incorporated
-0.74%
-$5,775.76 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$1,524.96 
MAR Marriott International Inc. - Class A
-0.71%
-$5,225.84 
VPU Vanguard Utilities ETF
-0.71%
-$2,312 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$79,286.45 
AMGN Amgen Inc.
-0.64%
-$1,559.93 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$18,028.71 
GS The Goldman Sachs Group, Inc.
-0.63%
-$6,298.55 
EFA iShares MSCI EAFE ETF
-0.62%
-$38,838.36 
PM Philip Morris International Inc.
-0.61%
-$6,914.74 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$2,952.96 
ROST Ross Stores, Inc.
-0.59%
-$1,764 
WEC WEC Energy Group Inc.
-0.57%
-$4,316.78 
SBUX Starbucks Corporation
-0.57%
-$3,884.4 
ULS Ul Solutions Inc.
-0.56%
-$1,345.24 
WAB Wabtec Corporation
-0.55%
-$1,652.8 
VNQ Vanguard Real Estate ETF
-0.54%
-$2,514.24 
LLY Eli Lilly and Company
-0.53%
-$11,714.43 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$5,427.46 
WELL Welltower Inc.
-0.51%
-$1,130.5 
ALL Allstate Corporation
-0.49%
-$1,830.42 
IWM iShares Russell 2000 ETF
-0.47%
-$6,589.94 
AVDE Avantis International Equity ETF
-0.46%
-$55,613.46 
PEP PepsiCo, Inc.
-0.46%
-$2,721.28 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.45%
-$936.3 
TRV The Travelers Companies, Inc.
-0.43%
-$1,520.79 
TEL TE Connectivity plc
-0.43%
-$1,665.19 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$1,523.8 
HD The Home Depot, Inc.
-0.42%
-$5,243.16 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$1,292.51 
FSCO FS Credit Opportunities Corp.
-0.4%
-$432.52 
MBB iShares MBS ETF
-0.4%
-$2,772.78 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,060.89 
VGT Vanguard Information Technology ETF
-0.38%
-$822.16 
AXP American Express Company
-0.38%
-$830.57 
LII Lennox International Inc.
-0.38%
-$1,532.33 
MDT Medtronic plc
-0.37%
-$1,305.6 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,677.11 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$677.45 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$21,996.73 
VXF Vanguard Extended Market ETF
-0.3%
-$1,290.78 
SMMD iShares Russell 2500 ETF
-0.29%
-$23,396.98 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$1,216.92 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$2,712.87 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$7,022.25 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$869.06 
COST Costco Wholesale Corporation
-0.24%
-$1,814.86 
AHR American Healthcare REIT, Inc.
-0.23%
-$810.94 
BNDX Vanguard Total International Bond ETF
-0.23%
-$12,163.03 
VB Vanguard Small-Cap ETF
-0.22%
-$4,050.3 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$708 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$2,134.4 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,615.72 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$797.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,458.36 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.21%
-$3,872.7 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$487.35 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.2%
-$553.21 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,112.83 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$726.87 
BYLD iShares Yield Optimized Bond ETF
-0.18%
-$372.56 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$536.51 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$499.14 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$496.7 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$3,416.66 
IBMX iShares iBonds Dec 2035 Term Muni Bond ETF
-0.12%
-$338.61 
IBMU iShares iBonds Dec 2032 Term Muni Bond ETF
-0.12%
-$333.72 
MUB iShares National Muni Bond ETF
-0.11%
-$493.56 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$219.84 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,521.35 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
-0.1%
-$277.93 
IBMW iShares iBonds Dec 2034 Term Muni Bond ETF
-0.08%
-$222.76 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.08%
-$218.46 
BINC iShares Flexible Income Active ETF
-0.08%
-$398.31 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.06%
-$167.04 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,063.2 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$829.47 
V Visa Inc. Class A
-0.04%
-$499.06 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.04%
-$98.1 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$60.58 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$1,113.11 
KALU Kaiser Aluminum Corporation
-0.03%
-$42.25 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1437 | Longs Won 904/1437 62% | Profit Factor 4.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $163,286.7 |
| Average Win $71,109.31 | Best Trade (Aug 28) $2.27M | Sharpe Ratio -9.09 |
| Average Loss -$24,314.66 | Worst Trade (Dec 30) -$578,234.45 | Z-Score 1.46 (85.69%) |
| Commissions $0 | Avg. Trade Length 1y 2w | Expectancy $35,715.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,753 | 9,677 | 8,602 | 7,527 | 6,452 | 5,376 | 4,301 | 3,226 | 2,151 | 1,075 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 8891 889184AD9 | 80,000 | $79,558 | $79,558 | - | - | - | 0.0 |
| 8891 889184AH0 | 25,000 | $20,488 | $20,488 | - | - | - | 0.0 |
| 8955 89555EAP6 | 40,000 | $35,323 | $35,323 | - | - | - | 0.0 |
| 8960 89602HJA6 | 40,000 | $40,699 | $40,699 | - | - | - | 0.0 |
| AAPL Apple Inc. | 24,145 | $5.6M | $7.46M | - | $1.86M | 33.23% | -7.354% |
| ABBV AbbVie Inc. | 5,697 | $1M | $1.43M | - | $428,111.97 | 42.75% | -2.513% |
| ADI Analog Devices, Inc. | 3,473 | $780,545.79 | $1.28M | - | $495,469.14 | 63.48% | +0.202% |
| AEIS Advanced Energy Industries Inc. | 970 | $118,710.69 | $280,834.39 | - | $162,123.7 | 136.57% | +5.564% |
| AGG iShares Core U.S. Aggregate Bond ETF | 28,089 | $2.75M | $2.74M | - | -$17,744.98 | -0.64% | -0.256% |
| AHR American Healthcare REIT, Inc. | 6,238 | $162,812.38 | $346,832.8 | - | $184,020.42 | 113.03% | -0.233% |
| ALL Allstate Corporation | 1,408 | $335,024 | $371,824.62 | - | $36,800.62 | 10.98% | -0.49% |
| ALLE Allegion plc | 2,244 | $337,168.25 | $353,205.58 | - | $16,037.33 | 4.76% | +0.216% |
| AMAT Applied Materials, Inc. | 1,496 | $627,206 | $759,474.33 | - | $132,268.33 | 21.09% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,984 | $676,903.96 | $944,681.58 | - | $267,777.62 | 39.56% | -1.904% |
| AMGN Amgen Inc. | 629 | $227,767 | $242,265.64 | - | $14,498.64 | 6.37% | -0.64% |
| AMZN Amazon.com Inc | 14,490 | $3.2M | $3.94M | - | $739,571.88 | 23.14% | +15.321% |
| ANET Arista Networks, Inc. | 1,367 | $232,233 | $246,538.46 | - | $14,305.46 | 6.16% | +5.456% |
| AON Aon plc | 640 | $220,294.48 | $230,751.99 | - | $10,457.51 | 4.75% | -1.642% |
| APH Amphenol Corporation | 21,856 | $1.18M | $1.76M | - | $579,533.31 | 49.26% | +0.551% |
| ARKF Ark Fintech Innovation ETF | 5,530 | $218,214 | $219,264.5 | - | $1,050.5 | 0.48% | -2.099% |
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 David Maxey?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio Emerging Markets ETF - $3.65M, iShares Russell 2500 ETF - $3.22M, KLA Corporation - $2.05M, iShares MSCI EAFE ETF - $1.87M, and iShares Broad USD High Yield Corporate Bond ETF - $1.23M. 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: Novo Nordisk A/S Sponsored ADR - $580,164.4, UnitedHealth Group Incorporated - $544,567.08, Accenture plc Class A - $391,487.2, Intuit Inc - $379,618.47, and Merck & Co., Inc - $276,071.28. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Maxey's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.14M earned over time. The largest contributors to dividend income include iShares Broad USD High Yield Corporate Bond ETF - $1.13M, SPDR Portfolio Emerging Markets ETF - $897,013.13, iShares MSCI EAFE ETF - $606,663.39, iShares Core U.S. Aggregate Bond ETF - $531,862.41, and iShares J.P. Morgan USD Emerging Markets Bond ETF - $486,864.99. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Maxey's monthly returns?
David Maxey's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can David Maxey's strategy be considered aggressive or moderate?
David Maxey's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow David Maxey's strategy?
David Maxey'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.
