AJS
Andrew J. Swenson Portfolio
Invests via ARS Wealth Advisors Group LLC | Managed by Anthony Anderson, Michael Murray, Andrew Swenson
Invests via ARS Wealth Advisors Group LLC
Managed by Anthony Anderson, Michael Murray, Andrew Swenson
Automatically Tracked
Andrew J. Swenson Profile
Andrew J. Swenson has made significant contributions to the field of finance through his role as a respected investment professional with expertise in institutional investment and asset management. His background includes leading initiatives focused on strategic growth, performance enhancement, and operational efficiency within various financial organizations. Having a strong foundation in both quantitative analysis and qualitative insights, he excels at navigating complex market dynamics. Swenson’s extensive experience is complemented by an academic pedigree that informs his decision-making processes, making him a notable figure for those engaged in capital markets or corporate governance.
Andrew J. Swenson has made significant contributions to the field of finance through his role as a respected investment professional with expertise in institutional investment and asset management. His background includes leading initiatives focused on strategic growth, performance enhancement, and operational efficiency within various financial organizations. Having a strong foundation in both quantitative analysis and qualitative insights, he excels at navigating complex market dynamics. Swenson’s extensive experience is complemented by an academic pedigree that informs his decision-making processes, making him a notable figure for those engaged in capital markets or corporate governance.
Investment Philosophy & Strategy
Opportunities in complex financial markets guide investment choices for Andrew J. Swenson, whose deep expertise informs a discerning approach to value creation. A focus on operational improvement shapes decision-making, enabling him to identify and cultivate high-potential assets while optimizing returns. His leadership experience within various financial institutions equips him with the agility to respond swiftly to market shifts. Utilizing both quantitative insights and qualitative assessments allows for a nuanced understanding of sector dynamics that drive performance enhancement initiatives. By integrating strategic foresight with disciplined execution, he stands out as an influential contributor in institutional investing.
Opportunities in complex financial markets guide investment choices for Andrew J. Swenson, whose deep expertise informs a discerning approach to value creation. A focus on operational improvement shapes decision-making, enabling him to identify and cultivate high-potential assets while optimizing returns. His leadership experience within various financial institutions equips him with the agility to respond swiftly to market shifts. Utilizing both quantitative insights and qualitative assessments allows for a nuanced understanding of sector dynamics that drive performance enhancement initiatives. By integrating strategic foresight with disciplined execution, he stands out as an influential contributor in institutional investing.
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:
35.31%
Gain +0.2%
Monthly
0.54%
Yearly
6.69%
Drawdown
12.16%
$1.17B
Equity
Holdings
$1.17B
Investment
$811.92M
$384.99M
Profit +$3.08M
Realized
$23.26M
Unrealized
$361.74M
Dividends
$73.28M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.2%
Profit
$3.08M
Win %
78%
This Week
Compared To Last Week
Gain
-2.17%
Profit
-$26.03M
Win %
78%
This Month
Compared to last month
Gain
-1.89%
Profit
-$22.66M
Win %
78%
This Year
Compared to last year
Gain
6.57%
Profit
$72.38M
Win %
78%
QCOM QUALCOMM Incorporated
+4.32%
+$17,774.04 
GEV GE Vernova Inc.
+3.65%
+$20,606.86 
IAUX I-80 Gold Corp.
+3.12%
+$1,771.15 
CEG Constellation Energy Corporation
+2.86%
+$11,865.15 
SCHW Charles Schwab Corporation
+2.73%
+$8,087.64 
AMAT Applied Materials, Inc.
+2.64%
+$29,439.15 
GS The Goldman Sachs Group, Inc.
+2.61%
+$319,069.13 
T AT&T Inc.
+2.46%
+$14,167.94 
VZ Verizon Communications Inc.
+2.45%
+$481,070.3 
DVA DaVita Inc.
+2.37%
+$19,762 
SOLS Sollensys Corp.
+2.33%
+$37,081.8 
JPM JPMorgan Chase & Co.
+2.3%
+$798,556.2 
AXP American Express Company
+2.18%
+$6,992.38 
SYK Stryker Corporation
+2.09%
+$4,976.4 
PM Philip Morris International Inc.
+2.04%
+$9,729.92 
TFC Truist Financial Corporation
+1.91%
+$6,252.62 
TSLA Tesla, Inc.
+1.82%
+$22,895.6 
KMI Kinder Morgan, Inc.
+1.82%
+$165,929.28 
WELL Welltower Inc.
+1.68%
+$17,607.64 
ET Energy Transfer L.P.
+1.63%
+$10,418.5 
GLW Corning Incorporated
+1.62%
+$19,090.5 
UNP Union Pacific Corporation
+1.58%
+$14,437.25 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$14,003.55 
DE Deere & Company
+1.55%
+$5,109.52 
BAC Bank of America Corporation
+1.5%
+$131,779.93 
AWK American Water Works Company, Inc.
+1.5%
+$4,225.92 
CVS CVS Health Corporation
+1.49%
+$12,070.5 
CAT Caterpillar Inc.
+1.49%
+$67,196.53 
COF Capital One Financial Corporation
+1.47%
+$2,487.04 
PSLV Sprott Physical Silver Trust
+1.43%
+$6,588 
PAYX Paychex Inc.
+1.37%
+$2,564.96 
FSV FirstService Corporation
+1.34%
+$30,400 
NEE NextEra Energy, Inc.
+1.3%
+$13,135.1 
ABBV AbbVie Inc.
+1.29%
+$22,368.6 
XEL Xcel Energy Inc.
+1.21%
+$3,105.55 
FEBU AllianzIM U.S. Buffered ETF Feb Series
+1.21%
+$24,683.31 
VLO Valero Energy Corporation
+1.2%
+$8,554 
DVY iShares Select Dividend ETF
+1.19%
+$3,028.08 
LRCX Lam Research Corporation
+1.18%
+$8,494.2 
AFL Aflac Inc.
+1.17%
+$2,823.36 
NSC Norfolk Southern Corporation
+1.07%
+$2,638.07 
JNJ Johnson & Johnson
+1.05%
+$313,102.5 
HOOD Robinhood Markets, Inc.
+1.04%
+$1,919.04 
FNK First Trust Mid Cap Value Fund
+1.04%
+$7,270.01 
V Visa Inc. Class A
+1.03%
+$7,769.02 
IJR iShares Core S&P Small-Cap ETF
+1%
+$4,296.95 
VO Vanguard Mid-Cap ETF
+0.97%
+$3,295.59 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$2,700.8 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$3,326.22 
VTV Vanguard Value ETF
+0.94%
+$4,527.9 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$2,788.85 
FNY First Trust Mid Cap Growth Fund
+0.92%
+$6,793.6 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$400,341.62 
IWM iShares Russell 2000 ETF
+0.9%
+$3,230.46 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$60,837.81 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.89%
+$3,517.8 
HDV iShares Core High Dividend ETF
+0.87%
+$3,376.8 
PG Procter & Gamble Co
+0.86%
+$159,626.24 
EIX Edison International
+0.84%
+$2,784.04 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$2,331.97 
SO The Southern Company
+0.79%
+$76,353.94 
GM General Motors Company
+0.78%
+$3,156.3 
SLV iShares Silver Trust
+0.77%
+$84,418.11 
XLE Energy Select Sector SPDR Fund
+0.77%
+$2,768.04 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.76%
+$3,227.72 
GE General Electric Company
+0.75%
+$6,008.37 
CVX Chevron Corporation
+0.74%
+$180,609.84 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$3,198.47 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
+0.72%
+$8,538.74 
HD The Home Depot, Inc.
+0.72%
+$75,975.12 
MA Mastercard Incorporated
+0.72%
+$105,045.51 
MO Altria Group, Inc.
+0.71%
+$70,169.88 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$95,883.99 
COST Costco Wholesale Corporation
+0.68%
+$19,020.96 
YUM Yum! Brands, Inc.
+0.65%
+$1,791 
EMR Emerson Electric Co.
+0.64%
+$2,579.85 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$2,403.94 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.62%
+$1,344.81 
SEPU AllianzIM U.S. Large Cap Buffer10% Tracker ETF September Series
+0.62%
+$23,390.14 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$4,180 
DUK Duke Energy Corporation
+0.61%
+$111,128.72 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$1,847.61 
VTHR Vanguard Russell 3000 ETF
+0.61%
+$3,433.32 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$9,076.51 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$7,612.88 
LMND Lemonade Inc.
+0.59%
+$1,219.4 
FYX First Trust Small Cap Core AlphaDEX Fund
+0.58%
+$9,334.22 
AEP American Electric Power Company, Inc.
+0.58%
+$6,419.25 
IVV iShares Core S&P 500 ETF
+0.58%
+$5,723.32 
VOO Vanguard S&P 500 ETF
+0.58%
+$44,468.18 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$18,066.29 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$3,890.25 
IWV ISHARES RUSSELL 3000 ETF
+0.56%
+$3,325.26 
HON Honeywell International Inc.
+0.54%
+$103,560.94 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.54%
+$489,522.24 
GOOGL Alphabet Inc
+0.53%
+$38,847.49 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$178,293.14 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$1,373.26 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$2,181.2 
SCHK Schwab 1000 Index ETF
+0.48%
+$1,711.56 
GOOG Alphabet Inc
+0.45%
+$203,981.13 
CSX CSX Corporation
+0.43%
+$1,944.84 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$154,772.54 
HSY The Hershey Company
+0.42%
+$2,348.55 
WMT Walmart Inc.
+0.41%
+$77,789 
VOOG Vanguard S&P 500 Growth ETF
+0.41%
+$1,130.58 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.41%
+$2,598.6 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.4%
+$15,060.54 
FTCS First Trust Capital Strength ETF
+0.39%
+$4,034.48 
GD General Dynamics Corporation
+0.38%
+$11,379.15 
PEP PepsiCo, Inc.
+0.38%
+$29,230.2 
AMGN Amgen Inc.
+0.32%
+$4,065.24 
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
+0.31%
+$1,570.86 
WM Waste Management, Inc.
+0.31%
+$1,015.72 
FDLO Fidelity Low Volatility Factor ETF
+0.29%
+$951.19 
SCHF Schwab International Equity ETF
+0.29%
+$671.76 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.28%
+$5,113.04 
XOM Exxon Mobil Corporation
+0.28%
+$90,085.61 
GLXY Galaxy Digital Inc. Class A Common Stock
+0.27%
+$873 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$783.3 
JANU AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.24%
+$4,038.01 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.23%
+$11,282.7 
VUG Vanguard Growth ETF
+0.22%
+$1,178.76 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.21%
+$3,151.15 
PHYS Sprott Physical Gold Trust
+0.2%
+$621.47 
ADP Automatic Data Processing Inc.
+0.2%
+$401.72 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.19%
+$28,749.45 
DDFD Innovator Equity Dual Directional 15 Buffer ETF - December
+0.18%
+$1,246.53 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.16%
+$543.65 
PFE Pfizer Inc.
+0.15%
+$1,150.28 
DDFN Innovator Equity Dual Directional 15 Buffer ETF – November
+0.15%
+$1,558.9 
NVDA NVIDIA Corporation
+0.14%
+$18,901.31 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.13%
+$759.87 
KO The Coca-Cola Company
+0.11%
+$2,324.7 
MSFT Microsoft Corp.
+0.1%
+$33,028.8 
IAU iShares Gold Trust
+0.09%
+$173.74 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.09%
+$464.04 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.06%
+$1,126.17 
GLD SPDR Gold Shares
+0.06%
+$13,633.35 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$396.96 
MAXJ iShares Large Cap Max Buffer ETF - June
+0.03%
+$79.4 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$46.1 
SRLN SPDR Blackstone Senior Loan ETF
+0.01%
+$386.58 
ARLU
0%
$0 
DBL DoubleLine Opportunistic Credit Fund
0%
$0 
MARU
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$60,036.6 
PLTR Palantir Technologies Inc.
-2.36%
-$4,900.74 
NKE Nike, Inc. - Class B
-2.32%
-$6,590.22 
OMEX Odyssey Marine Exploration Inc.
-1.73%
-$280.13 
ABT Abbott Laboratories
-1.7%
-$10,861.92 
LMT Lockheed Martin Corporation
-1.53%
-$131,242.38 
AAPL Apple Inc.
-1.52%
-$790,083 
MRK Merck & Co., Inc.
-1.42%
-$301,636.4 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$170,279.75 
AMZN Amazon.com Inc
-1.23%
-$475,263.52 
NFLX Netflix, Inc.
-1.14%
-$14,794.44 
IBM International Business Machines Corporation
-0.96%
-$106,482.41 
AVGO Broadcom Inc.
-0.91%
-$510,580 
BDX Becton, Dickinson and Company
-0.75%
-$32,366.85 
CSCO Cisco Systems, Inc.
-0.6%
-$110,167.22 
MDLZ Mondelez International, Inc.
-0.58%
-$1,400.82 
ETN Eaton Corporation plc
-0.54%
-$2,899.1 
UPS United Parcel Service, Inc.
-0.52%
-$27,456.17 
AKRE Akre Focus ETF
-0.4%
-$3,579.18 
THQ Abrdn Healthcare Opportunities Fund
-0.37%
-$881.72 
MCK McKesson Corporation
-0.36%
-$871.88 
RTX RTX Corporation
-0.33%
-$15,410.43 
DIS The Walt Disney Company
-0.31%
-$2,475.35 
META Meta Platforms Inc Class A
-0.26%
-$19,257.45 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$506.25 
SHEL Shell plc
-0.22%
-$5,011.44 
CRM Salesforce Inc
-0.22%
-$1,221.84 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$626.39 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$271.86 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.1%
-$245.64 
LOW Lowe's Companies Inc.
-0.1%
-$701.8 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$887 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$222.49 
EPD Enterprise Products Partners L.P.
-0.07%
-$211.22 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.03%
-$39,764.67 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$95.28 
MCD McDonald's Corporation
-0.02%
-$416.58 
MUB iShares National Muni Bond ETF
-0.01%
-$93.01 
ORCL Oracle Corporation
-0.01%
-$21.21 Events
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Dividends
Dividend Analysis
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| Trades 2272 | Longs Won 1584/2272 69% | Profit Factor 6.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.5M |
| Average Win $284,613.48 | Best Trade (Jun 10) $46.81M | Sharpe Ratio -12.29 |
| Average Loss -$95,688.63 | Worst Trade (Mar 30) -$6.74M | Z-Score 5.92 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w | Expectancy $169,451.58 |
| 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 | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
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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