Brett Pohl Portfolio
Invests via Invera Wealth Advisors, LLC | Managed by Jessica F. Higgins, Shenandoah Sampson
Invests via Invera Wealth Advisors, LLC
Managed by Jessica F. Higgins, Shenandoah Sampson
Automatically Tracked
Brett Pohl Profile
Veteran private markets investor and operating executive focused on growth-stage technology and healthcare companies. Brett Pohl brings experience in scaling commercial teams, board-level governance and capital raising, with a track record advising startups through Series A–C financings and strategic exits. Previously led business development and corporate strategy roles at software and services firms and has worked closely with venture capital and growth equity funds. Active in board and investor relations, with emphasis on go-to-market execution, revenue operations and M&A preparation. Provides LP-facing reporting and portfolio construction input for institutional and high-net-worth accounts.
Veteran private markets investor and operating executive focused on growth-stage technology and healthcare companies. Brett Pohl brings experience in scaling commercial teams, board-level governance and capital raising, with a track record advising startups through Series A–C financings and strategic exits. Previously led business development and corporate strategy roles at software and services firms and has worked closely with venture capital and growth equity funds. Active in board and investor relations, with emphasis on go-to-market execution, revenue operations and M&A preparation. Provides LP-facing reporting and portfolio construction input for institutional and high-net-worth accounts.
Investment Philosophy & Strategy
Focuses on growth-stage technology and healthcare investments, prioritizing companies with scalable go-to-market models and clear paths to profitable unit economics. Favors active, board-level engagement to accelerate revenue operations, customer expansion and M&A readiness. Allocates capital with stage-focused discipline—concentrated follow-on reserves for winners—combining sector expertise, commercial scaling playbooks and rigorous diligence on sales motion and GTM metrics. Time horizon is multi-year growth-to-exit, balancing growth orientation with pragmatic capital efficiency and LP reporting transparency.
Focuses on growth-stage technology and healthcare investments, prioritizing companies with scalable go-to-market models and clear paths to profitable unit economics. Favors active, board-level engagement to accelerate revenue operations, customer expansion and M&A readiness. Allocates capital with stage-focused discipline—concentrated follow-on reserves for winners—combining sector expertise, commercial scaling playbooks and rigorous diligence on sales motion and GTM metrics. Time horizon is multi-year growth-to-exit, balancing growth orientation with pragmatic capital efficiency and LP reporting transparency.
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:
46.48%
Gain -0.53%
Monthly
1.2%
Yearly
15.38%
Drawdown
9.01%
$186.94M
Equity
Holdings
$186.94M
Investment
$146.2M
$64.35M
Profit -$925,745.25
Realized
$23.62M
Unrealized
$40.73M
Dividends
$6.26M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$925,745.25
Win %
67%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$1.07M
Win %
67%
This Month
Compared to last month
Gain
-0.49%
Profit
-$925,745.25
Win %
67%
This Year
Compared to last year
Gain
0.4%
Profit
$751,965.03
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$566,383.68 
DXCM DexCom, Inc.
+11.95%
+$125,639.91 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$20,102.55 
ETN Eaton Corporation plc
+7.32%
+$84,335.49 
GOOG Alphabet Inc
+6.88%
+$19,134.01 
GOOGL Alphabet Inc
+6.73%
+$374,327.73 
ANET Arista Networks, Inc.
+5.46%
+$22,923.82 
SNPS Synopsys, Inc.
+4.41%
+$34,930.22 
TT Trane Technologies plc
+3.33%
+$91,188.78 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$11,974.96 
META Meta Platforms Inc Class A
+3.28%
+$41,459.58 
MSFT Microsoft Corp.
+3.02%
+$190,461.94 
NVDA NVIDIA Corporation
+2.93%
+$139,255.65 
CVX Chevron Corporation
+2.35%
+$26,717.72 
ORLY O'Reilly Automotive Inc.
+2.28%
+$8,521.18 
CDNS Cadence Design Systems, Inc.
+2.16%
+$19,173.54 
GWW W.W. Grainger, Inc.
+1.97%
+$8,446.67 
JCI Johnson Controls International plc
+1.93%
+$36,356.84 
PANW Palo Alto Networks, Inc.
+1.89%
+$12,293.85 
TSCO Tractor Supply Company
+1.85%
+$6,228.32 
HCA HCA Healthcare Inc.
+1.72%
+$15,014.38 
ZTS Zoetis Inc.
+1.66%
+$11,206.45 
FLEX Flex Ltd.
+1.64%
+$4,031.44 
FANG Diamondback Energy Inc
+1.59%
+$8,455.62 
VZ Verizon Communications Inc.
+1.52%
+$8,274 
PH Parker-Hannifin Corporation
+1.43%
+$3,847.21 
KLAC KLA Corporation
+1.38%
+$4,818.17 
WFC Wells Fargo & Company
+1.19%
+$4,338.06 
AMAT Applied Materials, Inc.
+1.18%
+$13,092.14 
MSI Motorola Solutions, Inc.
+1.14%
+$11,126.99 
SCI Service Corporation International
+1.05%
+$5,468.4 
UNP Union Pacific Corporation
+0.92%
+$10,511.83 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$2,071.36 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$24,325.02 
GEV GE Vernova Inc.
+0.85%
+$16,802.82 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$2,045.95 
MPC Marathon Petroleum Corporation
+0.76%
+$10,903.24 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$32,789.5 
IVV iShares Core S&P 500 ETF
+0.69%
+$6,277.12 
SYY Sysco Corporation
+0.63%
+$3,594.46 
ARTY iShares Future AI & Tech ETF
+0.6%
+$32,356.8 
TER Teradyne, Inc.
+0.6%
+$1,760.01 
APH Amphenol Corporation
+0.55%
+$3,346.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,017.6 
IYW iShares U.S. Technology ETF
+0.46%
+$917.99 
CSX CSX Corporation
+0.42%
+$1,218.63 
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF
+0.4%
+$3,202.13 
AVGO Broadcom Inc.
+0.37%
+$10,802.88 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,459.6 
BAC Bank of America Corporation
+0.36%
+$1,671.78 
NULV Nuveen ESG Large-Cap Value ETF
+0.33%
+$5,664.06 
MRK Merck & Co., Inc.
+0.32%
+$1,180.42 
JPM JPMorgan Chase & Co.
+0.27%
+$14,536.16 
CME CME Group Inc.
+0.21%
+$1,963.11 
JNJ Johnson & Johnson
+0.21%
+$2,624.56 
ADI Analog Devices, Inc.
+0.2%
+$1,243.18 
INDA ISHARES MSCI INDIA ETF
+0.2%
+$428.7 
CMI Cummins Inc.
+0.19%
+$4,365.27 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$5,789.66 
CB Chubb Limited
+0.15%
+$1,672.68 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$1,945.05 
ISRG Intuitive Surgical, Inc.
+0.1%
+$288.71 
WMT Walmart Inc.
+0.09%
+$682.91 
ABT Abbott Laboratories
+0.09%
+$746.28 
EMXF iShares ESG Aware MSCI EM ETF
+0.03%
+$1,583.98 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-7.35%
-$555,132.8 
NXPI NXP Semiconductors N.V.
-6.53%
-$88,064 
SYK Stryker Corporation
-6.42%
-$27,076.08 
LIN Linde plc
-5.95%
-$31,107.29 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$42,599.7 
FIS Fidelity National Information Services, Inc.
-2.67%
-$12,552.15 
ABBV AbbVie Inc.
-2.51%
-$31,153.05 
ICE Intercontinental Exchange, Inc.
-2.42%
-$26,264.7 
AMD Advanced Micro Devices, Inc.
-1.9%
-$66,675.98 
APD Air Products and Chemicals, Inc.
-1.77%
-$15,983.1 
UNH UnitedHealth Group Incorporated
-1.68%
-$9,092.03 
DRI Darden Restaurants, Inc.
-1.64%
-$16,912.71 
LRCX Lam Research Corporation
-1.58%
-$51,474.52 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$4,569.6 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,490.83 
LXRX Lexicon Pharmaceuticals, Inc.
-1.28%
-$600 
TJX The TJX Companies, Inc.
-1.21%
-$34,684.62 
IQV IQVIA Holdings Inc.
-1.17%
-$16,805.51 
NEE NextEra Energy, Inc.
-1.15%
-$5,882.24 
DE Deere & Company
-1.13%
-$4,664.79 
TXN Texas Instruments Inc
-1.08%
-$2,234.81 
MCK McKesson Corporation
-1.08%
-$4,305.84 
CTAS Cintas Corporation
-1.04%
-$4,888.06 
EW Edwards Lifesciences Corporation
-0.98%
-$9,821.75 
XOM Exxon Mobil Corporation
-0.97%
-$4,284 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$3,804.2 
O Realty Income Corporation
-0.87%
-$4,337.2 
GILD Gilead Sciences Inc.
-0.81%
-$1,911 
SPGI S&P Global Inc.
-0.74%
-$6,115.46 
MA Mastercard Incorporated
-0.74%
-$4,789.75 
BLK BlackRock, Inc.
-0.73%
-$2,697.24 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$37,762.66 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$30,490.74 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,630.88 
ECL Ecolab Inc.
-0.61%
-$2,696.67 
DHR Danaher Corporation
-0.61%
-$2,597.77 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,503.5 
LLY Eli Lilly and Company
-0.53%
-$9,568.93 
ALL Allstate Corporation
-0.49%
-$9,339.29 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$1,823.76 
HD The Home Depot, Inc.
-0.42%
-$7,332.36 
ETR Entergy Corporation
-0.38%
-$1,331.68 
AXP American Express Company
-0.38%
-$1,447.79 
RSG Republic Services, Inc.
-0.37%
-$803.4 
CEG Constellation Energy Corporation
-0.31%
-$709.56 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.29%
-$1,142.28 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,352.84 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$2,100.36 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$8,108 
NUMV Nuveen ESG Mid-Cap Value ETF
-0.25%
-$3,364.24 
COST Costco Wholesale Corporation
-0.24%
-$2,029.17 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$2,246.16 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$630.78 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$4,910.4 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$10,306.36 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$3,070.89 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$345.8 
IXUS iShares Core International Stock ETF
-0.15%
-$370.3 
BGRN iShares USD Green Bond ETF
-0.14%
-$1,704.58 
XJR iShares ESG Screened S&P Small-Cap ETF
-0.12%
-$3,487.44 
STZ Constellation Brands, Inc.
-0.12%
-$675.45 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$8,409.18 
CMF iShares California Muni Bond ETF
-0.05%
-$233.04 
V Visa Inc. Class A
-0.04%
-$950.95 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$845.51 
UBER Uber Technologies, Inc.
-0.01%
-$50.07 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 788 | Longs Won 563/788 71% | Profit Factor 9.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $317,396.77 |
| Average Win $127,570.95 | Best Trade (Aug 05) $3.86M | Sharpe Ratio -9.65 |
| Average Loss -$33,198.82 | Worst Trade (Dec 31) -$912,220.32 | Z-Score 0.61 (45.87%) |
| Commissions $0 | Avg. Trade Length 1y 1w 1d | Expectancy $81,665.88 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,618 | 5,056 | 4,494 | 3,933 | 3,371 | 2,809 | 2,247 | 1,685 | 1,124 | 562 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 22,640 | $4.65M | $6.99M | - | $2.35M | 50.46% | -7.354% |
| ABBV AbbVie Inc. | 4,815 | $874,880.69 | $1.21M | - | $333,395.41 | 38.11% | -2.513% |
| ABT Abbott Laboratories | 8,292 | $1.12M | $876,464.4 | - | -$242,276.52 | -21.66% | +0.085% |
| ADI Analog Devices, Inc. | 1,680 | $464,206.02 | $617,248.8 | - | $153,042.78 | 32.97% | +0.202% |
| AGG iShares Core U.S. Aggregate Bond ETF | 32,432 | $3.22M | $3.16M | - | -$61,332.39 | -1.91% | -0.256% |
| ALL Allstate Corporation | 7,184 | $1.45M | $1.9M | - | $449,650.76 | 31.06% | -0.49% |
| AMAT Applied Materials, Inc. | 2,219 | $1.6M | $1.13M | - | -$477,817.25 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 7,216 | $1.02M | $3.44M | - | $2.41M | 235.55% | -1.904% |
| AMZN Amazon.com Inc | 15,698 | $3.39M | $4.26M | - | $868,339.12 | 25.58% | +15.321% |
| ANET Arista Networks, Inc. | 2,457 | $417,395.16 | $443,119.97 | - | $25,724.81 | 6.16% | +5.456% |
| APD Air Products and Chemicals, Inc. | 3,010 | $849,000.59 | $887,618.93 | - | $38,618.34 | 4.55% | -1.769% |
| APH Amphenol Corporation | 7,606 | $670,544.96 | $611,142.1 | - | -$59,402.86 | -8.86% | +0.551% |
| ARTY iShares Future AI & Tech ETF | 80,892 | $4.07M | $5.39M | - | $1.33M | 32.6% | +0.604% |
| ASML ASML Holding N.V. New York Registry Shares | 111 | $220,827.83 | $180,819 | - | -$40,008.83 | -18.12% | -1.359% |
| AVGO Broadcom Inc. | 7,502 | $1.67M | $2.92M | - | $1.25M | 74.38% | +0.371% |
| AXP American Express Company | 1,140 | $385,605 | $383,325 | - | -$2,280 | -0.59% | -0.376% |
| BAC Bank of America Corporation | 7,599 | $386,228.16 | $470,758.05 | - | $84,529.89 | 21.89% | +0.356% |
| BGRN iShares USD Green Bond ETF | 25,827 | $1.22M | $1.21M | - | -$6,794.44 | -0.56% | -0.141% |
| BLK BlackRock, Inc. | 338 | $325,007.28 | $368,551.82 | - | $43,544.54 | 13.4% | -0.727% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 6,473 | $216,571.78 | $227,979.06 | - | $11,407.28 | 5.27% | +0.917% |
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 Brett Pohl?
The largest contributions to the portfolio's profits come from the following stocks: Lam Research Corporation - $3.47M, NVIDIA Corporation - $3.26M, iShares ESG Aware MSCI USA ETF - $2.1M, Alphabet Inc - $1.71M, and Cummins Inc - $1.48M. 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: Fiserv, Inc - $651,691.22, Apple Inc - $431,653.67, IQVIA Holdings Inc - $413,791.65, UnitedHealth Group Incorporated - $278,071.42, and Comcast Corp - $270,276.79. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brett Pohl's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.26M earned over time. The largest contributors to dividend income include iShares ESG Aware USD Corporate Bond ETF - $579,962.2, iShares ESG Advanced MSCI EAFE Index Fund - $446,507.89, iShares 5-10 Year Investment Grade Corporate Bond ETF - $415,508.14, iShares Core MSCI EAFE ETF - $401,135.35, and iShares ESG Aware MSCI EM ETF - $344,282.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brett Pohl's monthly returns?
Brett Pohl's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Brett Pohl's strategy be considered aggressive or moderate?
Brett Pohl's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Brett Pohl's strategy?
Brett Pohl's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
