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Melissa S. Nehrt Portfolio
Invests via Powers Advisory Group LLC | Managed by Matthew Thomas Powers, Richard George Ringwald, Nicholas (Nic) Rutz
Invests via Powers Advisory Group LLC
Managed by Matthew Thomas Powers, Richard George Ringwald, Nicholas (Nic) Rutz
Automatically Tracked
Melissa S. Nehrt Profile
Melissa S. Nehrt is a dynamic leader with extensive experience in the financial services sector, particularly in investment management and operational strategy. Having held key positions across several reputable firms, she has effectively driven initiatives that enhance organizational efficiency and investment performance. With a focus on innovative approaches to asset management, her track record showcases successful project implementations that have resulted in substantial growth opportunities for investors. Nehrt’s deep understanding of market dynamics and stakeholder engagement complements her ability to foster collaborative relationships within competitive environments. Her commitment to excellence marks her as a significant contributor to the industry.
Melissa S. Nehrt is a dynamic leader with extensive experience in the financial services sector, particularly in investment management and operational strategy. Having held key positions across several reputable firms, she has effectively driven initiatives that enhance organizational efficiency and investment performance. With a focus on innovative approaches to asset management, her track record showcases successful project implementations that have resulted in substantial growth opportunities for investors. Nehrt’s deep understanding of market dynamics and stakeholder engagement complements her ability to foster collaborative relationships within competitive environments. Her commitment to excellence marks her as a significant contributor to the industry.
Investment Philosophy & Strategy
Opportunity lies within sectors shaped by technological advancement and evolving consumer needs. Melissa S. Nehrt leverages her extensive background in operational strategy to uncover potential investments with high growth trajectories. Emphasizing innovation, she seeks companies that are not only market leaders but also demonstrate agility and adaptability in changing landscapes. Her approach centers around enhancing value creation through meticulous analysis of market trends and customer demands, positioning her as a forward-thinking investor focused on long-term success.
Opportunity lies within sectors shaped by technological advancement and evolving consumer needs. Melissa S. Nehrt leverages her extensive background in operational strategy to uncover potential investments with high growth trajectories. Emphasizing innovation, she seeks companies that are not only market leaders but also demonstrate agility and adaptability in changing landscapes. Her approach centers around enhancing value creation through meticulous analysis of market trends and customer demands, positioning her as a forward-thinking investor focused on long-term success.
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:
56.68%
Gain -1.41%
Monthly
0.69%
Yearly
8.54%
Drawdown
16.6%
$324.19M
Equity
Holdings
$324.19M
Investment
$260.41M
$62.03M
Profit -$2.56M
Realized
-$1.75M
Unrealized
$63.78M
Dividends
$22.01M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.41%
Profit
-$2.56M
Win %
75%
This Week
Compared To Last Week
Gain
-1.07%
Profit
-$3.52M
Win %
75%
This Month
Compared to last month
Gain
-0.96%
Profit
-$3.16M
Win %
75%
This Year
Compared to last year
Gain
1.81%
Profit
$5.76M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$217,850.98 
GOOG Alphabet Inc
+6.88%
+$24,049.59 
GOOGL Alphabet Inc
+6.73%
+$85,453.41 
META Meta Platforms Inc Class A
+3.28%
+$14,020.23 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$7,873.44 
MSFT Microsoft Corp.
+3.02%
+$192,014.62 
NVDA NVIDIA Corporation
+2.93%
+$19,642.42 
CVX Chevron Corporation
+2.35%
+$24,905.2 
BP BP p.l.c. Sponsored ADR
+2.26%
+$7,069 
GLW Corning Incorporated
+2.24%
+$16,474.11 
CSCO Cisco Systems, Inc.
+2.14%
+$11,314.08 
PANW Palo Alto Networks, Inc.
+1.89%
+$11,033.1 
VZ Verizon Communications Inc.
+1.52%
+$11,060.7 
LMT Lockheed Martin Corporation
+1.5%
+$36,668.87 
CAH Cardinal Health Inc.
+1.3%
+$6,236.7 
WFC Wells Fargo & Company
+1.19%
+$3,813.78 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$154,786.54 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,448.32 
UNP Union Pacific Corporation
+0.92%
+$2,539.18 
IBM International Business Machines Corporation
+0.86%
+$1,495.51 
MCD McDonald's Corporation
+0.82%
+$13,974.46 
EMR Emerson Electric Co.
+0.79%
+$2,971.27 
AEE Ameren Corporation
+0.79%
+$2,368.44 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$5,215.86 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$8,949.89 
CAT Caterpillar Inc.
+0.7%
+$1,859.76 
IVV iShares Core S&P 500 ETF
+0.69%
+$12,026.88 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$11,366.4 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$227,638.43 
SYY Sysco Corporation
+0.63%
+$4,502.35 
MO Altria Group, Inc.
+0.57%
+$3,670.29 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$3,852.51 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$7,800.74 
PSX Phillips 66
+0.51%
+$1,754.97 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$22,598.07 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$2,227.18 
IYW iShares U.S. Technology ETF
+0.46%
+$1,052.98 
PAYX Paychex Inc.
+0.44%
+$3,778.59 
PFE Pfizer Inc.
+0.4%
+$1,157.9 
RTX RTX Corporation
+0.39%
+$903.84 
AVGO Broadcom Inc.
+0.37%
+$2,947.68 
PG Procter & Gamble Co
+0.37%
+$6,694.43 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$956.04 
BAC Bank of America Corporation
+0.36%
+$2,222 
MRK Merck & Co., Inc.
+0.32%
+$1,475.63 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$1,609.74 
JPM JPMorgan Chase & Co.
+0.27%
+$5,853.38 
SO The Southern Company
+0.21%
+$3,022.8 
JNJ Johnson & Johnson
+0.21%
+$5,139.41 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$2,593.89 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$42,646.86 
USB U.S. Bancorp
+0.17%
+$1,670.1 
T AT&T Inc.
+0.17%
+$508.12 
MS Morgan Stanley
+0.17%
+$568.8 
TD The Toronto-Dominion Bank
+0.13%
+$726.08 
WM Waste Management, Inc.
+0.1%
+$1,773.2 
AFL Aflac Inc.
+0.09%
+$431.76 
WMT Walmart Inc.
+0.09%
+$2,991.96 
ABT Abbott Laboratories
+0.09%
+$287.55 
AEP American Electric Power Company, Inc.
+0.06%
+$205.87 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$255.8 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$2,515.18 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$52 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$256,773.44 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$14,087.64 
ABBV AbbVie Inc.
-2.51%
-$7,802.82 
GIS General Mills, Inc.
-1.84%
-$3,920.17 
APD Air Products and Chemicals, Inc.
-1.77%
-$6,690.6 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,492.58 
ADM Archer-Daniels-Midland Co
-1.66%
-$6,540.54 
DRI Darden Restaurants, Inc.
-1.64%
-$5,040.93 
LRCX Lam Research Corporation
-1.58%
-$2,862.31 
CLX The Clorox Company
-1.24%
-$5,310 
NEE NextEra Energy, Inc.
-1.15%
-$4,019.8 
DE Deere & Company
-1.13%
-$13,504.78 
TXN Texas Instruments Inc
-1.08%
-$3,850.53 
LOW Lowe's Companies Inc.
-1.08%
-$3,983.85 
PLD Prologis Inc.
-1.08%
-$4,294.44 
KO The Coca-Cola Company
-1.02%
-$14,134.5 
UPS United Parcel Service, Inc.
-1%
-$4,200 
XOM Exxon Mobil Corporation
-0.97%
-$14,502.87 
O Realty Income Corporation
-0.87%
-$6,195.28 
KMB Kimberly-Clark Corporation
-0.8%
-$4,070.88 
ED Consolidated Edison, Inc.
-0.74%
-$4,830.03 
MA Mastercard Incorporated
-0.74%
-$3,315 
GSK GSK plc Sponsored ADR
-0.73%
-$1,824 
BLK BlackRock, Inc.
-0.73%
-$4,388.99 
VPU Vanguard Utilities ETF
-0.71%
-$1,768 
DUK Duke Energy Corporation
-0.67%
-$6,138.72 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.66%
-$28,995.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$9,512.72 
AMGN Amgen Inc.
-0.64%
-$4,203.62 
PM Philip Morris International Inc.
-0.61%
-$5,268.66 
SCHF Schwab International Equity ETF
-0.58%
-$98,174.08 
SBUX Starbucks Corporation
-0.57%
-$4,919.4 
LLY Eli Lilly and Company
-0.53%
-$12,039.32 
PEP PepsiCo, Inc.
-0.46%
-$5,289.6 
DVY iShares Select Dividend ETF
-0.45%
-$3,994.45 
HD The Home Depot, Inc.
-0.42%
-$1,672.19 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$25,064.13 
MDT Medtronic plc
-0.37%
-$926.4 
DHS WisdomTree U.S. High Dividend Fund
-0.37%
-$1,011.35 
FDVV Fidelity High Dividend ETF
-0.35%
-$34,355.2 
CL Colgate-Palmolive Company
-0.33%
-$2,657.7 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$4,564 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$69,769.73 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$31,080.01 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$16,356.69 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$4,889 
VB Vanguard Small-Cap ETF
-0.22%
-$562.96 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$2,840.22 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$1,436.25 
EPD Enterprise Products Partners L.P.
-0.18%
-$1,643.97 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$5,344.68 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$2,445.9 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$23,498.64 
IDV iShares International Select Dividend ETF
-0.14%
-$309.84 
WTV WisdomTree U.S. Value Fund
-0.13%
-$4,738.02 
DOL WisdomTree International LargeCap Dividend Fund
-0.13%
-$8,132.5 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$2,346.15 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$666.84 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$7,806.65 
VO Vanguard Mid-Cap ETF
-0.05%
-$898.2 
V Visa Inc. Class A
-0.04%
-$227.06 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$3,802.5 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$903.5 
TGT Target Corporation
-0.01%
-$165.71 Events
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Dividends
Dividend Analysis
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| Trades 1836 | Longs Won 1185/1836 64% | Profit Factor 6.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $299,773.09 |
| Average Win $61,401.27 | Best Trade (Aug 14) $11.53M | Sharpe Ratio -11.02 |
| Average Loss -$16,481.21 | Worst Trade (Aug 02) -$606,823.98 | Z-Score 17.5 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 4w 1d | Expectancy $33,786.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,472 | $1.9M | $3.23M | - | $1.34M | 70.35% | -7.354% |
| ABBV AbbVie Inc. | 1,206 | $279,680.23 | $302,633.64 | - | $22,953.41 | 8.21% | -2.513% |
| ABT Abbott Laboratories | 3,195 | $416,979.48 | $337,711.5 | - | -$79,267.98 | -19.01% | +0.085% |
| ADM Archer-Daniels-Midland Co | 4,881 | $331,733.54 | $386,916.87 | - | $55,183.33 | 16.63% | -1.662% |
| AEE Ameren Corporation | 2,754 | $242,672.76 | $301,865.94 | - | $59,193.18 | 24.39% | +0.791% |
| AEP American Electric Power Company, Inc. | 2,941 | $314,931.28 | $376,006.85 | - | $61,075.57 | 19.39% | +0.055% |
| AFL Aflac Inc. | 3,598 | $213,436.4 | $458,673.04 | - | $245,236.64 | 114.9% | +0.094% |
| AMGN Amgen Inc. | 1,695 | $483,667.62 | $652,846.2 | - | $169,178.58 | 34.98% | -0.64% |
| AMZN Amazon.com Inc | 6,038 | $1.04M | $1.64M | - | $595,412.55 | 57.01% | +15.321% |
| APD Air Products and Chemicals, Inc. | 1,260 | $346,765.42 | $371,561.41 | - | $24,795.99 | 7.15% | -1.769% |
| AVGO Broadcom Inc. | 2,047 | $514,204.3 | $796,856.16 | - | $282,651.86 | 54.97% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 6,395 | $676,885.63 | $801,165.6 | - | $124,279.97 | 18.36% | +0.032% |
| BAC Bank of America Corporation | 10,100 | $372,601.95 | $625,695 | - | $253,093.05 | 67.93% | +0.356% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 9,575 | $822,409.31 | $723,295.5 | - | -$99,113.81 | -12.05% | -0.198% |
| BLK BlackRock, Inc. | 550 | $563,644.29 | $599,714.51 | - | $36,070.22 | 6.4% | -0.727% |
| BND Vanguard Total Bond Market Index Fund | 163,579 | $11.99M | $11.82M | - | -$178,823.03 | -1.49% | -0.262% |
| BP BP p.l.c. Sponsored ADR | 7,069 | $192,143.88 | $319,660.18 | - | $127,516.3 | 66.37% | +2.261% |
| BRK-B Berkshire Hathaway Inc. | 514 | $249,812.66 | $262,931.56 | - | $13,118.9 | 5.25% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 11,114 | $897,592.06 | $862,224.12 | - | -$35,367.94 | -3.94% | -0.077% |
| CAH Cardinal Health Inc. | 2,107 | $144,404.84 | $484,673.21 | - | $340,268.37 | 235.64% | +1.304% |
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FAQ
Which stocks have generated the highest profits for Melissa S. Nehrt?
The largest contributions to the portfolio's profits come from the following stocks: iShares 0-5 Year High Yield Corporate Bond ETF - $2.38M, Schwab U.S. Dividend Equity ETF - $1.56M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $1.48M, Vanguard Intermediate-Term Corporate Bond Fund - $1.32M, and Vanguard Short-Term Corporate Bond ETF - $1.22M. 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: Schwab U.S. Aggregate Bond ETF - $468,732.29, Intel Corporation - $288,238.03, Alphabet Inc - $217,723.84, 3M Company - $179,293.4, and Walgreens Boots Alliance Inc - $175,317.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Melissa S. Nehrt's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.01M earned over time. The largest contributors to dividend income include iShares 0-5 Year High Yield Corporate Bond ETF - $2.39M, Schwab U.S. Dividend Equity ETF - $1.55M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $1.5M, Vanguard Intermediate-Term Corporate Bond Fund - $1.37M, and Vanguard Short-Term Corporate Bond ETF - $1.27M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Melissa S. Nehrt's monthly returns?
Melissa S. Nehrt'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 Melissa S. Nehrt's strategy be considered aggressive or moderate?
Melissa S. Nehrt'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 Melissa S. Nehrt's strategy?
Melissa S. Nehrt'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.
