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:
67.01%
Gain +0.47%
Monthly
1.01%
Yearly
12.84%
Drawdown
14.38%
$1.27B
Equity
Holdings
$1.27B
Investment
$923.23M
$425.63M
Profit +$4.21M
Realized
$79.69M
Unrealized
$345.93M
Dividends
$71.39M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.47%
Profit
$4.21M
Win %
72%
This Week
Compared To Last Week
Gain
-0.08%
Profit
-$964,900.31
Win %
72%
This Month
Compared to last month
Gain
0.52%
Profit
$6.58M
Win %
72%
This Year
Compared to last year
Gain
0.47%
Profit
$6.02M
Win %
74%
GLXY Galaxy Digital Inc. Class A Common Stock
+9.85%
+$20,672.64 
MU Micron Technology, Inc.
+4.61%
+$15,444.5 
INTC Intel Corporation
+3.83%
+$13,107.64 
AMD Advanced Micro Devices, Inc.
+3.12%
+$12,899 
AVGO Broadcom Inc.
+2.84%
+$1.45M 
MSFT Microsoft Corp.
+2.11%
+$731,097.2 
CRM Salesforce Inc
+2.07%
+$8,588.04 
VLO Valero Energy Corporation
+2%
+$17,304 
MPC Marathon Petroleum Corporation
+1.92%
+$7,139.88 
GOOG Alphabet Inc
+1.8%
+$740,294.88 
GOOGL Alphabet Inc
+1.66%
+$118,978.56 
EPD Enterprise Products Partners L.P.
+1.63%
+$5,812.56 
RTX RTX Corporation
+1.59%
+$75,567.8 
COP ConocoPhillips
+1.55%
+$3,967.62 
CVX Chevron Corporation
+1.55%
+$390,238.5 
WMB The Williams Companies, Inc.
+1.45%
+$3,460.18 
IBM International Business Machines Corporation
+1.36%
+$120,049.86 
AMZN Amazon.com Inc
+1.33%
+$545,074.2 
KMI Kinder Morgan, Inc.
+1.32%
+$123,244.05 
ABT Abbott Laboratories
+1.3%
+$10,415.81 
PSLV Sprott Physical Silver Trust
+1.16%
+$4,326 
SLV iShares Silver Trust
+1.16%
+$52,556.61 
RYT Invesco S&P 500 Equal Weight ETF
+1.13%
+$2,411.99 
XLE Energy Select Sector SPDR Fund
+1.12%
+$3,524.28 
SMH VanEck Semiconductor ETF
+1.1%
+$1,994.7 
GD General Dynamics Corporation
+1.02%
+$31,155 
V Visa Inc. Class A
+1%
+$10,013.97 
GEV GE Vernova Inc.
+0.92%
+$6,165.85 
IXN iShares Global Tech ETF
+0.89%
+$1,889.18 
CEG Constellation Energy Corporation
+0.8%
+$3,357.24 
XLK State Street Technology Select Sector SPDR ETF
+0.8%
+$330,973.04 
QQQ Invesco QQQ Trust, Series 1
+0.66%
+$8,057.28 
MA Mastercard Incorporated
+0.66%
+$108,425.18 
THQ Abrdn Healthcare Opportunities Fund
+0.64%
+$1,270.56 
META Meta Platforms Inc Class A
+0.58%
+$57,656.34 
OKE ONEOK, Inc.
+0.57%
+$1,311.75 
LMT Lockheed Martin Corporation
+0.56%
+$44,663.06 
PANW Palo Alto Networks, Inc.
+0.53%
+$2,230.2 
T AT&T Inc.
+0.5%
+$2,883.1 
ETN Eaton Corporation plc
+0.42%
+$2,229.37 
NVDA NVIDIA Corporation
+0.42%
+$67,863.15 
VUG Vanguard Growth ETF
+0.39%
+$2,060.85 
SCHW Charles Schwab Corporation
+0.34%
+$1,116.5 
MGK Vanguard Mega Cap Growth ETF
+0.33%
+$1,261.98 
RRX Regal Rexnord Corporation
+0.28%
+$556.96 
ET Energy Transfer L.P.
+0.27%
+$1,899.7 
DUK Duke Energy Corporation
+0.26%
+$48,551.91 
SEPU AllianzIM U.S. Large Cap Buffer10% Tracker ETF September Series
+0.26%
+$9,367.84 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.24%
+$75,474.63 
FNY First Trust Mid Cap Growth Fund
+0.22%
+$1,572.03 
SYK Stryker Corporation
+0.22%
+$534.75 
DBL DoubleLine Opportunistic Credit Fund
+0.21%
+$370.5 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.21%
+$38,138.74 
DDFY Innovator Equity Dual Directional 15 Buffer ETF - May
+0.2%
+$3,118.08 
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
+0.2%
+$982.27 
WELL Welltower Inc.
+0.16%
+$2,003.73 
USMV iShares MSCI USA Min Vol Factor ETF
+0.16%
+$54,663.39 
DDFZ Innovator Equity Dual Directional 15 Buffer ETF - June
+0.15%
+$1,211.19 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.15%
+$2,566.55 
DDFN Innovator Equity Dual Directional 15 Buffer ETF – November
+0.15%
+$1,530.33 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.15%
+$778.43 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.12%
+$625.35 
FEBU AllianzIM U.S. Buffered ETF Feb Series
+0.12%
+$2,456.02 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.12%
+$106,968.85 
IVV iShares Core S&P 500 ETF
+0.11%
+$1,145.57 
SCHK Schwab 1000 Index ETF
+0.11%
+$404.92 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.11%
+$1,636.85 
VOO Vanguard S&P 500 ETF
+0.11%
+$7,841.66 
DDFL Innovator Equity Dual Directional 15 Buffer ETF - July
+0.1%
+$750.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.1%
+$1,289.72 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$3,163.12 
MO Altria Group, Inc.
+0.09%
+$9,818.83 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.09%
+$1,620.81 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.09%
+$585.34 
SCHX Schwab U.S. Large-Cap ETF
+0.09%
+$587.9 
BRK-A Berkshire Hathaway Inc.
+0.08%
+$612.66 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.08%
+$2,712.84 
C Citigroup Inc.
+0.07%
+$132.75 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.07%
+$3,323.16 
QCOM QUALCOMM Incorporated
+0.06%
+$246.62 
SRLN SPDR Blackstone Senior Loan ETF
+0.06%
+$9,187.48 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.06%
+$421.56 
IWV ISHARES RUSSELL 3000 ETF
+0.06%
+$256.25 
SCHB Schwab U.S. Broad Market ETF
+0.05%
+$147.94 
MAXJ iShares Large Cap Max Buffer ETF - June
+0.03%
+$79.39 
DDFF Innovator Equity Dual Directional 15 Buffer ETF - February
+0.02%
+$643.01 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.02%
+$63.33 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$46.69 
AKRE Akre Focus ETF
+0.02%
+$143.77 
DFAU Dimensional US Core Equity Market ETF
+0.01%
+$39.25 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
+0.01%
+$17,821.44 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
+0.01%
+$72.99 
AMAT Applied Materials, Inc.
0%
+$41.76 
BRK-B Berkshire Hathaway Inc.
0%
+$306.18 
ARLU
0%
$0 
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MARU
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONA Honeywell Aerospace Inc.
-5.28%
-$512,540.49 
UPS United Parcel Service, Inc.
-3.64%
-$254,511.86 
ORCL Oracle Corporation
-2.97%
-$12,486.96 
TFC Truist Financial Corporation
-2.9%
-$13,844.16 
GSK GSK plc Sponsored ADR
-2.76%
-$182,522.34 
AAPL Apple Inc.
-2.7%
-$1.62M 
TSLA Tesla, Inc.
-2.4%
-$45,394.31 
TD The Toronto-Dominion Bank
-2.31%
-$37,172.1 
GE General Electric Company
-2.26%
-$19,298.94 
EMR Emerson Electric Co.
-2.21%
-$11,201.96 
PEP PepsiCo, Inc.
-2.14%
-$162,164.52 
WAT Waters Corporation
-2.1%
-$13,427.01 
LOW Lowe's Companies Inc.
-1.99%
-$13,549.75 
MS Morgan Stanley
-1.98%
-$6,334.62 
DE Deere & Company
-1.96%
-$6,639.18 
BA Boeing Company
-1.96%
-$3,943.8 
HD The Home Depot, Inc.
-1.91%
-$224,992.21 
MRK Merck & Co., Inc.
-1.85%
-$419,830.07 
AWK American Water Works Company, Inc.
-1.81%
-$5,390 
SOLS Sollensys Corp
-1.71%
-$17,185 
WMT Walmart Inc.
-1.68%
-$291,626.88 
NFLX Netflix, Inc.
-1.65%
-$18,015.42 
CAT Caterpillar Inc.
-1.64%
-$73,447.77 
LRCX Lam Research Corporation
-1.58%
-$9,820.8 
PNC The PNC Financial Services Group, Inc.
-1.47%
-$14,502.39 
CSX CSX Corporation
-1.46%
-$7,106.22 
NKE Nike, Inc. - Class B
-1.44%
-$3,958.92 
UNP Union Pacific Corporation
-1.33%
-$17,704.04 
LLY Eli Lilly and Company
-1.32%
-$35,136.05 
BDX Becton, Dickinson and Company
-1.25%
-$58,217.94 
JNJ Johnson & Johnson
-1.21%
-$370,584.36 
BLK BlackRock, Inc.
-1.18%
-$30,289.22 
DIS The Walt Disney Company
-1.15%
-$17,478 
NEE NextEra Energy, Inc.
-1.15%
-$11,503.56 
D Dominion Energy, Inc.
-1.13%
-$2,763.57 
AEP American Electric Power Company, Inc.
-1.12%
-$12,381.15 
WEC WEC Energy Group Inc.
-1.1%
-$7,093.75 
NSC Norfolk Southern Corporation
-1%
-$2,717.77 
RNST Renasant Corporation
-0.97%
-$4,404.7 
BAC Bank of America Corporation
-0.97%
-$98,855.68 
GS The Goldman Sachs Group, Inc.
-0.91%
-$107,861.85 
PG Procter & Gamble Co
-0.84%
-$166,658.69 
YUM Yum! Brands, Inc.
-0.83%
-$2,213.12 
PFE Pfizer Inc.
-0.76%
-$6,840.14 
SO The Southern Company
-0.74%
-$78,260.46 
MCK McKesson Corporation
-0.74%
-$1,840.8 
SPLV Invesco S&P 500 Low Volatility ETF
-0.74%
-$2,200.11 
JANU AllianzIM U.S. Large Cap Buffer10 Jan ETF
-0.7%
-$11,190.17 
FNK First Trust Mid Cap Value Fund
-0.68%
-$4,929.21 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.63%
-$1,402.92 
GM General Motors Company
-0.63%
-$2,441.76 
DVY iShares Select Dividend ETF
-0.6%
-$1,851.73 
ROK Rockwell Automation, Inc.
-0.59%
-$1,753.6 
XLV Health Care Select Sector SPDR Fund
-0.53%
-$1,878.24 
COST Costco Wholesale Corporation
-0.52%
-$13,743.81 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.51%
-$27,819.4 
JPM JPMorgan Chase & Co.
-0.5%
-$188,637.56 
MCD McDonald's Corporation
-0.5%
-$9,925.73 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.5%
-$1,452.11 
ABBV AbbVie Inc.
-0.49%
-$11,779.74 
JCI Johnson Controls International plc
-0.49%
-$2,219.14 
XEL Xcel Energy Inc.
-0.49%
-$1,278.42 
AXP American Express Company
-0.48%
-$2,129.36 
VIG Vanguard Dividend Appreciation ETF
-0.47%
-$3,379.04 
SHEL Shell plc
-0.46%
-$10,242.45 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.4%
-$1,778.25 
CSCO Cisco Systems, Inc.
-0.39%
-$64,584.52 
FTCS First Trust Capital Strength ETF
-0.38%
-$3,738.48 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.38%
-$1,079.94 
BMY Bristol-Myers Squibb Company
-0.37%
-$1,073.25 
AFL Aflac Inc.
-0.37%
-$1,274.66 
TMO Thermo Fisher Scientific Inc.
-0.35%
-$53,897.13 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.35%
-$4,981.02 
IJH iShares Core S&P Mid-Cap ETF
-0.34%
-$1,444.07 
SCHD Schwab U.S. Dividend Equity ETF
-0.33%
-$1,647.91 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.33%
-$1,186.17 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.31%
-$15,893.4 
HDV iShares Core High Dividend ETF
-0.3%
-$1,157.28 
WM Waste Management, Inc.
-0.29%
-$1,069.48 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.29%
-$747.96 
LMND Lemonade Inc.
-0.28%
-$691.6 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.28%
-$577.92 
EIX Edison International
-0.27%
-$937.65 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$725.63 
SCHF Schwab International Equity ETF
-0.26%
-$760.27 
KO The Coca-Cola Company
-0.25%
-$6,083.58 
IJR iShares Core S&P Small-Cap ETF
-0.25%
-$948.96 
QUAL iShares MSCI USA Quality Factor ETF
-0.24%
-$81,928.35 
AMGN Amgen Inc.
-0.24%
-$2,953.28 
VYM Vanguard High Dividend Yield ETF
-0.23%
-$693.38 
HSY The Hershey Company
-0.23%
-$1,115.01 
GDX VanEck Gold Miners ETF
-0.22%
-$1,445.92 
FSV FirstService Corporation
-0.22%
-$5,120 
RSP Invesco S&P 500 Equal Weight ETF
-0.21%
-$657.48 
VTV Vanguard Value ETF
-0.21%
-$1,309.05 
DDFM Innovator Equity Dual Directional 15 Buffer ETF - March
-0.2%
-$922.84 
DDFA Innovator Equity Dual Directional 15 Buffer ETF - April
-0.2%
-$1,413.04 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.17%
-$1,012.66 
VZ Verizon Communications Inc.
-0.17%
-$32,641.9 
PM Philip Morris International Inc.
-0.15%
-$869.07 
IWM iShares Russell 2000 ETF
-0.14%
-$493.19 
COF Capital One Financial Corporation
-0.14%
-$379.96 
MUB iShares National Muni Bond ETF
-0.12%
-$1,764.49 
IWR iShares Russell Mid-Cap ETF
-0.12%
-$569.79 
GLD SPDR Gold Shares
-0.11%
-$22,035.3 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$1,520.51 
IAU iShares Gold Trust
-0.11%
-$447.52 
DVA DaVita Inc.
-0.1%
-$1,008 
CVS CVS Health Corporation
-0.1%
-$845.25 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$5,767.73 
ADP Automatic Data Processing Inc.
-0.08%
-$201.46 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.08%
-$907.94 
FDLO Fidelity Low Volatility Factor ETF
-0.07%
-$235.79 
GLW Corning Incorporated
-0.07%
-$574.75 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$183.5 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$2,573.85 
DDFD Innovator Equity Dual Directional 15 Buffer ETF - December
-0.05%
-$349.03 
VO Vanguard Mid-Cap ETF
-0.04%
-$132.5 
VTHR Vanguard Russell 3000 ETF
-0.04%
-$229.25 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$260.44 
IWO iShares Russell 2000 Growth ETF
-0.01%
-$29.9 Events
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Dividends
Dividend Analysis
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| Trades 2640 | Longs Won 1703/2640 64% | Profit Factor 5.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.46M |
| Average Win $277,366.36 | Best Trade (Jul 22) $44.19M | Sharpe Ratio -10.39 |
| Average Loss -$100,191.5 | Worst Trade (Sep 29) -$5.33M | Z-Score 2.49 (98.73%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 2d | Expectancy $161,222.17 |
| 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 | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Andrew J. Swenson?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $20.9M, Broadcom Inc - $13.15M, iShares Silver Trust - $7.52M, Apple Inc - $7.27M, and iShares MSCI USA Min Vol Factor ETF - $4.79M. 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: Vanguard FTSE All-World ex-US ETF - $4.4M, Vanguard Emerging Markets Government Bond Fund - $2.92M, Pfizer Inc - $2.77M, Invesco Financial Preferred ETF - $2.75M, and JPMorgan BetaBuilders U.S. Aggregate Bond ETF - $2.26M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew J. Swenson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $71.39M earned over time. The largest contributors to dividend income include T. Rowe Price Ultra Short-Term Bond ETF - $4.58M, Verizon Communications Inc - $3.85M, SPDR Blackstone Senior Loan ETF - $3.68M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $3.68M, and Exxon Mobil Corporation - $3.18M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew J. Swenson's monthly returns?
Andrew J. Swenson'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 Andrew J. Swenson's strategy be considered aggressive or moderate?
Andrew J. Swenson'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 Andrew J. Swenson's strategy?
Andrew J. Swenson'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.
