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:
47.06%
Gain +0.03%
Monthly
1.16%
Yearly
14.81%
Drawdown
9.01%
$187.84M
Equity
Holdings
$187.84M
Investment
$146.2M
$65.26M
Profit +$73,997.6
Realized
$23.62M
Unrealized
$41.64M
Dividends
$6.66M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.03%
Profit
$73,997.6
Win %
62%
This Week
Compared To Last Week
Gain
-0.81%
Profit
-$1.53M
Win %
62%
This Month
Compared to last month
Gain
0.94%
Profit
$1.76M
Win %
62%
This Year
Compared to last year
Gain
0.89%
Profit
$1.66M
Win %
66%
GEV GE Vernova Inc.
+2.3%
+$43,109.04 
WFC Wells Fargo & Company
+2.17%
+$7,655.4 
BLK BlackRock, Inc.
+2.16%
+$8,179.59 
JPM JPMorgan Chase & Co.
+2.1%
+$109,021.2 
HLT Hilton Worldwide Holdings Inc.
+1.99%
+$8,141.35 
GS The Goldman Sachs Group, Inc.
+1.94%
+$7,031.91 
ZTS Zoetis Inc.
+1.85%
+$12,896.3 
STZ Constellation Brands, Inc.
+1.71%
+$9,996.66 
SYK Stryker Corporation
+1.65%
+$5,866.07 
TSCO Tractor Supply Company
+1.63%
+$6,061.49 
ASML ASML Holding N.V. New York Registry Shares
+1.62%
+$2,979.8 
ALL Allstate Corporation
+1.4%
+$24,138.17 
DRI Darden Restaurants, Inc.
+1.4%
+$14,991.94 
MRK Merck & Co., Inc.
+1.37%
+$5,714.81 
TJX The TJX Companies, Inc.
+1.3%
+$33,962.2 
ORLY O'Reilly Automotive Inc.
+1.29%
+$4,881.48 
MSI Motorola Solutions, Inc.
+1.27%
+$13,135.72 
PH Parker-Hannifin Corporation
+1.25%
+$3,357.2 
SPGI S&P Global Inc.
+1.21%
+$10,238.88 
CVX Chevron Corporation
+1.18%
+$15,250.32 
AXP American Express Company
+1.15%
+$4,115.4 
JNJ Johnson & Johnson
+1.13%
+$14,212.24 
FANG Diamondback Energy Inc
+1.09%
+$5,690.26 
GWW W.W. Grainger, Inc.
+1.07%
+$4,521.96 
BRK-B Berkshire Hathaway Inc.
+1.05%
+$10,285.84 
CTAS Cintas Corporation
+1.05%
+$5,057.81 
LIN Linde plc
+1.01%
+$5,134.86 
WMT Walmart Inc.
+1%
+$8,058.22 
BAC Bank of America Corporation
+1%
+$3,913.49 
ISRG Intuitive Surgical, Inc.
+0.98%
+$3,368.41 
ECL Ecolab Inc.
+0.95%
+$4,352.52 
XLI Industrial Select Sector SPDR Fund
+0.94%
+$2,236.43 
ETR Entergy Corporation
+0.94%
+$3,183.04 
IEFA iShares Core MSCI EAFE ETF
+0.91%
+$42,590.24 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.9%
+$8,770.72 
NEE NextEra Energy, Inc.
+0.89%
+$4,076.8 
APD Air Products and Chemicals, Inc.
+0.88%
+$7,886.2 
HD The Home Depot, Inc.
+0.86%
+$13,926.05 
CMG Chipotle Mexican Grill, Inc.
+0.85%
+$8,519.94 
TXN Texas Instruments Inc
+0.82%
+$1,687.2 
VZ Verizon Communications Inc.
+0.74%
+$3,900.6 
CSX CSX Corporation
+0.66%
+$1,856.96 
COST Costco Wholesale Corporation
+0.65%
+$5,624.79 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.62%
+$35,002.76 
O Realty Income Corporation
+0.61%
+$2,633.3 
IJR iShares Core S&P Small-Cap ETF
+0.6%
+$17,548.69 
UNP Union Pacific Corporation
+0.59%
+$6,732.31 
LLY Eli Lilly and Company
+0.58%
+$11,262.63 
XOM Exxon Mobil Corporation
+0.56%
+$2,744.03 
ABT Abbott Laboratories
+0.55%
+$4,809.36 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.55%
+$1,210.3 
CB Chubb Limited
+0.54%
+$6,027.93 
ICE Intercontinental Exchange, Inc.
+0.52%
+$5,751.9 
SCI Service Corporation International
+0.51%
+$2,491.16 
MPC Marathon Petroleum Corporation
+0.5%
+$10,834.7 
REGN Regeneron Pharmaceuticals, Inc.
+0.49%
+$1,912.83 
SYY Sysco Corporation
+0.48%
+$2,678.89 
DXCM DexCom, Inc.
+0.48%
+$5,922.42 
NUMV Nuveen ESG Mid-Cap Value ETF
+0.47%
+$6,422.64 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.47%
+$6,353.83 
CMI Cummins Inc.
+0.45%
+$8,551.49 
NXPI NXP Semiconductors N.V.
+0.44%
+$5,614.1 
IXUS iShares Core International Stock ETF
+0.44%
+$1,084.45 
AAPL Apple Inc.
+0.41%
+$31,696 
TT Trane Technologies plc
+0.39%
+$11,002.38 
CME CME Group Inc.
+0.33%
+$3,300.73 
NULV Nuveen ESG Large-Cap Value ETF
+0.31%
+$5,664.06 
JCI Johnson Controls International plc
+0.3%
+$5,885.1 
MA Mastercard Incorporated
+0.3%
+$2,107.48 
IWR iShares Russell Mid-Cap ETF
+0.29%
+$1,396.48 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.28%
+$5,118.15 
ADI Analog Devices, Inc.
+0.28%
+$1,898.4 
RSG Republic Services, Inc.
+0.28%
+$659.21 
V Visa Inc. Class A
+0.27%
+$7,336.44 
MCK McKesson Corporation
+0.18%
+$850.08 
DE Deere & Company
+0.18%
+$792.34 
ABBV AbbVie Inc.
+0.14%
+$1,974.2 
XLV Health Care Select Sector SPDR Fund
+0.11%
+$294.5 
GLDM SPDR Gold MiniShares Trust
+0.07%
+$230.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.06%
+$239.19 
BGRN iShares USD Green Bond ETF
+0.04%
+$516.54 
UBER Uber Technologies, Inc.
+0.04%
+$150.21 
INDA ISHARES MSCI INDIA ETF
+0.01%
+$21.43 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
+$0.04 
XJR iShares ESG Screened S&P Small-Cap ETF
0%
$0 
LXRX Lexicon Pharmaceuticals, Inc.
-4.85%
-$1,600 
PANW Palo Alto Networks, Inc.
-3.66%
-$27,066.44 
FLEX Flex Ltd.
-3.46%
-$7,471.31 
AMD Advanced Micro Devices, Inc.
-2.63%
-$106,544.1 
MPWR Monolithic Power Systems, Inc.
-2.27%
-$5,177.06 
ARTY iShares Future AI & Tech ETF
-2.06%
-$121,338 
UNH UnitedHealth Group Incorporated
-1.9%
-$9,927.93 
ANET Arista Networks, Inc.
-1.85%
-$8,452.08 
KLAC KLA Corporation
-1.79%
-$6,037.22 
AVGO Broadcom Inc.
-1.56%
-$40,435.7 
LRCX Lam Research Corporation
-1.19%
-$36,031.97 
EW Edwards Lifesciences Corporation
-1.17%
-$11,901.63 
SNPS Synopsys, Inc.
-0.98%
-$9,779.58 
XLK State Street Technology Select Sector SPDR ETF
-0.98%
-$3,087.6 
TER Teradyne, Inc.
-0.97%
-$2,671.99 
IYW iShares U.S. Technology ETF
-0.87%
-$1,916.49 
APH Amphenol Corporation
-0.87%
-$10,800.52 
AMAT Applied Materials, Inc.
-0.85%
-$8,121.56 
CEG Constellation Energy Corporation
-0.85%
-$2,045.46 
EMXF iShares ESG Aware MSCI EM ETF
-0.82%
-$45,212.84 
GOOGL Alphabet Inc
-0.71%
-$41,314.32 
META Meta Platforms Inc Class A
-0.71%
-$12,264.28 
AMZN Amazon.com Inc
-0.59%
-$23,625.33 
IEMG iShares Core MSCI Emerging Markets ETF
-0.58%
-$26,348.62 
GOOG Alphabet Inc
-0.57%
-$1,645.17 
FIS Fidelity National Information Services, Inc.
-0.5%
-$1,836.9 
USXF iShares ESG Aware MSCI USA ETF
-0.49%
-$15,805.39 
GILD Gilead Sciences Inc.
-0.47%
-$1,321.64 
HCA HCA Healthcare Inc.
-0.44%
-$4,559.52 
NVDA NVIDIA Corporation
-0.42%
-$22,193.08 
MSFT Microsoft Corp.
-0.4%
-$30,415.2 
DHR Danaher Corporation
-0.25%
-$1,255.22 
ETN Eaton Corporation plc
-0.22%
-$2,681.13 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.18%
-$693.51 
CMF iShares California Muni Bond ETF
-0.14%
-$582.6 
CDNS Cadence Design Systems, Inc.
-0.12%
-$1,065.2 
IQV IQVIA Holdings Inc.
-0.1%
-$1,698.81 
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF
-0.09%
-$755.91 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.09%
-$6,306.89 
ROBO ROBO Global Robotics & Automation Index ETF
-0.08%
-$2,178.36 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.08%
-$1,718.64 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.07%
-$3,890.65 
VRTX Vertex Pharmaceuticals Incorporated
-0.06%
-$260.5 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.06%
-$129.46 
IVV iShares Core S&P 500 ETF
-0.04%
-$429.06 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$972.96 Events
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Dividends
Dividend Analysis
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| Trades 788 | Longs Won 547/788 69% | Profit Factor 8.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $329,162.15 |
| Average Win $134,509.21 | Best Trade (Oct 14) $3.37M | Sharpe Ratio -9.9 |
| Average Loss -$34,498.9 | Worst Trade (Dec 31) -$912,220.32 | Z-Score -1.18 (76.41%) |
| Commissions $0 | Avg. Trade Length 1y 3w 5d | Expectancy $82,820.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,435 | 4,891 | 4,348 | 3,804 | 3,261 | 2,717 | 2,174 | 1,630 | 1,087 | 543 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 22,640 | $4.65M | $7.77M | - | $3.13M | 67.26% | +0.409% |
| ABBV AbbVie Inc. | 4,815 | $874,880.69 | $1.37M | - | $491,664.46 | 56.2% | +0.145% |
| ABT Abbott Laboratories | 8,292 | $1.12M | $872,815.92 | - | -$245,925 | -21.98% | +0.554% |
| ADI Analog Devices, Inc. | 1,680 | $464,206.02 | $680,534.4 | - | $216,328.38 | 46.6% | +0.28% |
| AGG iShares Core U.S. Aggregate Bond ETF | 32,432 | $3.22M | $3.09M | - | -$125,872.07 | -3.91% | -0.031% |
| ALL Allstate Corporation | 7,184 | $1.45M | $1.75M | - | $297,924.77 | 20.58% | +1.402% |
| AMAT Applied Materials, Inc. | 2,219 | $1.6M | $946,070.65 | - | -$658,266.35 | -41.03% | -0.851% |
| AMD Advanced Micro Devices, Inc. | 7,216 | $1.02M | $3.95M | - | $2.93M | 285.81% | -2.626% |
| AMZN Amazon.com Inc | 15,698 | $3.39M | $3.98M | - | $580,673.43 | 17.1% | -0.591% |
| ANET Arista Networks, Inc. | 2,457 | $417,395.16 | $447,517.98 | - | $30,122.82 | 7.22% | -1.854% |
| APD Air Products and Chemicals, Inc. | 3,010 | $849,000.59 | $900,652.2 | - | $51,651.61 | 6.08% | +0.883% |
| APH Amphenol Corporation | 15,212 | $670,544.96 | $1.23M | - | $558,280.4 | 83.26% | -0.871% |
| ARTY iShares Future AI & Tech ETF | 80,892 | $4.07M | $5.77M | - | $1.71M | 41.97% | -2.059% |
| ASML ASML Holding N.V. New York Registry Shares | 111 | $220,827.83 | $186,955.63 | - | -$33,872.2 | -15.34% | +1.62% |
| AVGO Broadcom Inc. | 7,502 | $1.67M | $2.54M | - | $867,987.11 | 51.83% | -1.565% |
| AXP American Express Company | 1,140 | $385,605 | $361,927.2 | - | -$23,677.8 | -6.14% | +1.15% |
| BAC Bank of America Corporation | 7,599 | $386,228.16 | $396,781.78 | - | $10,553.62 | 2.73% | +0.996% |
| BGRN iShares USD Green Bond ETF | 25,827 | $1.22M | $1.19M | - | -$30,038.74 | -2.47% | +0.044% |
| BLK BlackRock, Inc. | 338 | $325,007.28 | $387,003.24 | - | $61,995.96 | 19.08% | +2.159% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 6,473 | $216,571.78 | $218,269.56 | - | $1,697.78 | 0.78% | -0.059% |
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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 - $2.11M, Alphabet Inc - $1.72M, and Cummins Inc - $1.49M. 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 - $275,087.9, 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 $6.66M earned over time. The largest contributors to dividend income include iShares ESG Aware USD Corporate Bond ETF - $625,831.69, iShares 5-10 Year Investment Grade Corporate Bond ETF - $446,609.49, iShares ESG Advanced MSCI EAFE Index Fund - $446,507.89, 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.
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