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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
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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:
30.04%
Gain +0.37%
Monthly
0.34%
Yearly
4.18%
Drawdown
13.21%
$282.91M
Equity
Holdings
$282.91M
Investment
$225.52M
$55.26M
Profit +$1.16M
Realized
-$2.13M
Unrealized
$57.39M
Dividends
$19.99M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.37%
Profit
$1.16M
Win %
76%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$117,333.55
Win %
76%
This Month
Compared to last month
Gain
-0.08%
Profit
-$234,883.92
Win %
76%
This Year
Compared to last year
Gain
7.57%
Profit
$19.92M
Win %
76%
T AT&T Inc.
+2.48%
+$7,662.51 
VZ Verizon Communications Inc.
+2.46%
+$18,344.87 
JPM JPMorgan Chase & Co.
+2.3%
+$45,717.1 
USB U.S. Bancorp
+2.27%
+$20,686.21 
PM Philip Morris International Inc.
+2.04%
+$17,012.64 
GIS General Mills, Inc.
+2.01%
+$5,776.6 
TGT Target Corporation
+1.95%
+$22,946.52 
ADM Archer-Daniels-Midland Co
+1.7%
+$7,001.5 
UNP Union Pacific Corporation
+1.65%
+$4,601.22 
WFC Wells Fargo & Company
+1.64%
+$4,738.5 
GLW Corning Incorporated
+1.59%
+$20,099.93 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$7,003.62 
BLK BlackRock, Inc.
+1.56%
+$8,659 
DE Deere & Company
+1.53%
+$18,268.38 
BAC Bank of America Corporation
+1.52%
+$8,671.32 
CAT Caterpillar Inc.
+1.48%
+$4,955.04 
PAYX Paychex Inc.
+1.39%
+$11,068.98 
TXN Texas Instruments Inc
+1.36%
+$5,255.27 
O Realty Income Corporation
+1.32%
+$9,180.98 
NEE NextEra Energy, Inc.
+1.3%
+$4,183.53 
ABBV AbbVie Inc.
+1.3%
+$3,585.45 
APD Air Products and Chemicals, Inc.
+1.26%
+$4,487 
CAH Cardinal Health Inc.
+1.21%
+$5,793.9 
DVY iShares Select Dividend ETF
+1.19%
+$5,395.86 
AFL Aflac Inc.
+1.17%
+$4,992.56 
VPU Vanguard Utilities ETF
+1.16%
+$2,839.85 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$75,636.18 
UL Unilever PLC Sponsored American Depositary Receipt
+1.08%
+$4,944.87 
DHS WisdomTree U.S. High Dividend Fund
+1.07%
+$2,470.09 
JNJ Johnson & Johnson
+1.07%
+$25,997.25 
SCHM Schwab U.S. Mid-Cap ETF
+1.07%
+$67,490.66 
PLD Prologis Inc.
+1.06%
+$3,873.48 
V Visa Inc. Class A
+1.05%
+$4,906.48 
DON WisdomTree U.S. MidCap Dividend Fund
+1.02%
+$26,701.56 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$24,335.2 
VO Vanguard Mid-Cap ETF
+0.97%
+$12,212.15 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$3,574.35 
SPEM SPDR Portfolio Emerging Markets ETF
+0.91%
+$2,393.71 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$185,762.98 
ED Consolidated Edison, Inc.
+0.86%
+$5,509.88 
PG Procter & Gamble Co
+0.85%
+$16,716.6 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$10,088.52 
SO The Southern Company
+0.8%
+$11,318.78 
PSX Phillips 66
+0.79%
+$2,622.18 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.77%
+$4,372.66 
WTV WisdomTree U.S. Value Fund
+0.76%
+$9,998.82 
CVX Chevron Corporation
+0.75%
+$8,231.94 
KMB Kimberly-Clark Corporation
+0.75%
+$3,709.56 
SBUX Starbucks Corporation
+0.75%
+$6,630.26 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$5,209.81 
HD The Home Depot, Inc.
+0.73%
+$2,583.58 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.73%
+$14,226.24 
VB Vanguard Small-Cap ETF
+0.73%
+$1,808.14 
MO Altria Group, Inc.
+0.72%
+$5,035.67 
UNH UnitedHealth Group Incorporated
+0.71%
+$1,904.92 
AEE Ameren Corporation
+0.71%
+$2,105.95 
MA Mastercard Incorporated
+0.7%
+$2,264.51 
DGRO iShares Core Dividend Growth ETF
+0.7%
+$141,882.3 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$1,373.5 
MS Morgan Stanley
+0.66%
+$2,020.2 
DUK Duke Energy Corporation
+0.64%
+$5,846.43 
EMR Emerson Electric Co.
+0.64%
+$2,366 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$2,899.81 
IYW iShares U.S. Technology ETF
+0.62%
+$1,606.63 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$11,464.32 
AEP American Electric Power Company, Inc.
+0.59%
+$1,992.72 
FDVV Fidelity High Dividend ETF
+0.59%
+$41,714.64 
IVV iShares Core S&P 500 ETF
+0.58%
+$9,262.23 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$7,089.46 
GOOGL Alphabet Inc
+0.56%
+$7,386.04 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$19,428.48 
DOL WisdomTree International LargeCap Dividend Fund
+0.48%
+$30,343.68 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$167,870.08 
GOOG Alphabet Inc
+0.46%
+$1,840.08 
WMT Walmart Inc.
+0.45%
+$17,518.48 
PEP PepsiCo, Inc.
+0.4%
+$4,785 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$3,127 
AMGN Amgen Inc.
+0.34%
+$1,965.42 
GSK GSK plc Sponsored ADR
+0.32%
+$881.11 
DRI Darden Restaurants, Inc.
+0.31%
+$960.05 
WM Waste Management, Inc.
+0.29%
+$5,309.52 
XOM Exxon Mobil Corporation
+0.29%
+$4,277.52 
SCHF Schwab International Equity ETF
+0.29%
+$45,807.44 
BP BP p.l.c. Sponsored ADR
+0.21%
+$697.59 
NVDA NVIDIA Corporation
+0.18%
+$1,225.81 
PFE Pfizer Inc.
+0.15%
+$535.92 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$18,124.95 
MSFT Microsoft Corp.
+0.13%
+$7,506.72 
ENB Enbridge Inc.
+0.11%
+$463.02 
KO The Coca-Cola Company
+0.1%
+$1,274.56 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.08%
+$7,649.85 
CL Colgate-Palmolive Company
+0.07%
+$580.19 
PANW Palo Alto Networks, Inc.
+0.03%
+$118.8 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$340.85 
MCD McDonald's Corporation
+0.01%
+$129.26 
BSV Vanguard Short-Term Bond ETF
0%
$0 
FLQH Franklin International Core Dividend Tilt Index ETF
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
ADBE Adobe Inc.
-6.71%
-$9,019.66 
LLY Eli Lilly and Company
-2.41%
-$64,128.66 
NKE Nike, Inc. - Class B
-2.33%
-$5,076.08 
ABT Abbott Laboratories
-1.68%
-$4,665.9 
LMT Lockheed Martin Corporation
-1.54%
-$38,261.55 
AAPL Apple Inc.
-1.52%
-$49,032 
CLX The Clorox Company
-1.49%
-$8,311.78 
MRK Merck & Co., Inc.
-1.41%
-$5,970.91 
AMZN Amazon.com Inc
-1.21%
-$18,233.33 
IBM International Business Machines Corporation
-0.97%
-$1,861 
AVGO Broadcom Inc.
-0.94%
-$6,172.12 
CSCO Cisco Systems, Inc.
-0.6%
-$3,513.49 
SYY Sysco Corporation
-0.54%
-$4,002.87 
UPS United Parcel Service, Inc.
-0.52%
-$2,784.32 
RTX RTX Corporation
-0.34%
-$708.76 
CRM Salesforce Inc
-0.25%
-$478.88 
META Meta Platforms Inc Class A
-0.23%
-$572 
MDT Medtronic plc
-0.21%
-$598.23 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$2,112.84 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$1,083.18 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$881.64 
LOW Lowe's Companies Inc.
-0.12%
-$421.72 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$8,866.72 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$9,861.12 
EPD Enterprise Products Partners L.P.
-0.07%
-$577.05 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$102.74 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$2,492.44 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$1,787.96 Events
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Dividends
Dividend Analysis
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| Trades 1589 | Longs Won 1023/1589 64% | Profit Factor 7.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $298,606.96 |
| Average Win $62,951.51 | Best Trade (Jun 12) $10.14M | Sharpe Ratio -7.1 |
| Average Loss -$16,150.38 | Worst Trade (Jun 10) -$784,123.34 | Z-Score 11.09 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3w 6d | Expectancy $34,775.5 |
| 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 | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
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