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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:
49.27%
Gain +0.01%
Monthly
0.65%
Yearly
8.13%
Drawdown
16.6%
$303.97M
Equity
Holdings
$303.97M
Investment
$244.43M
$57.29M
Profit +$20,984.06
Realized
-$2.25M
Unrealized
$59.54M
Dividends
$21.27M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$20,984.06
Win %
78%
This Week
Compared To Last Week
Gain
-0.08%
Profit
-$254,710.01
Win %
78%
This Month
Compared to last month
Gain
0.33%
Profit
$992,112.73
Win %
78%
This Year
Compared to last year
Gain
7.45%
Profit
$21.07M
Win %
77%
AVGO Broadcom Inc.
+2.27%
+$17,292.85 
MSFT Microsoft Corp.
+2.1%
+$120,407.61 
GOOG Alphabet Inc
+1.87%
+$7,281.78 
CRM Salesforce Inc
+1.85%
+$3,854.97 
GOOGL Alphabet Inc
+1.79%
+$24,682.24 
EPD Enterprise Products Partners L.P.
+1.45%
+$12,954.25 
PSX Phillips 66
+1.29%
+$4,994.21 
AMZN Amazon.com Inc
+1.12%
+$17,597.81 
CVX Chevron Corporation
+1.07%
+$11,797.42 
T AT&T Inc.
+0.94%
+$2,714.2 
XOM Exxon Mobil Corporation
+0.77%
+$11,394.3 
V Visa Inc. Class A
+0.77%
+$4,493.5 
ABT Abbott Laboratories
+0.7%
+$2,329.51 
MA Mastercard Incorporated
+0.69%
+$2,614.51 
RTX RTX Corporation
+0.69%
+$1,428.42 
META Meta Platforms Inc Class A
+0.68%
+$2,603.37 
EOG EOG Resources, Inc.
+0.66%
+$1,390.12 
DUK Duke Energy Corporation
+0.63%
+$5,740.7 
BP BP p.l.c. Sponsored ADR
+0.61%
+$1,989.77 
PAYX Paychex Inc.
+0.59%
+$5,234.04 
TXN Texas Instruments Inc
+0.45%
+$1,648.46 
MDT Medtronic plc
+0.42%
+$1,180.9 
QQQ Invesco QQQ Trust, Series 1
+0.37%
+$6,553.6 
APD Air Products and Chemicals, Inc.
+0.25%
+$964.19 
KO The Coca-Cola Company
+0.21%
+$2,665.43 
VWO Vanguard FTSE Emerging Markets ETF
+0.21%
+$492.72 
ADM Archer-Daniels-Midland Co
+0.17%
+$746.55 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.16%
+$21,030.08 
NVDA NVIDIA Corporation
+0.12%
+$918 
LMT Lockheed Martin Corporation
+0.09%
+$2,017.8 
SPEM SPDR Portfolio Emerging Markets ETF
+0.06%
+$298.05 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$1,250.46 
USB U.S. Bancorp
+0.02%
+$230.31 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.01%
+$1,181.35 
BRK-B Berkshire Hathaway Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UPS United Parcel Service, Inc.
-3.67%
-$22,317.18 
GSK GSK plc Sponsored ADR
-2.93%
-$7,853.76 
EMR Emerson Electric Co.
-2.64%
-$9,605.07 
MRK Merck & Co., Inc.
-2.38%
-$11,038.24 
TD The Toronto-Dominion Bank
-2.35%
-$13,205.58 
DRI Darden Restaurants, Inc.
-2.3%
-$6,772.74 
LLY Eli Lilly and Company
-2.29%
-$59,831.98 
MS Morgan Stanley
-2.11%
-$6,569.37 
DE Deere & Company
-2.08%
-$26,111.54 
LOW Lowe's Companies Inc.
-2.03%
-$7,402.5 
CAT Caterpillar Inc.
-1.92%
-$5,597.53 
UNP Union Pacific Corporation
-1.84%
-$6,243.67 
PLD Prologis Inc.
-1.74%
-$6,754.8 
HD The Home Depot, Inc.
-1.72%
-$6,494.62 
AAPL Apple Inc.
-1.71%
-$60,882.89 
BLK BlackRock, Inc.
-1.63%
-$9,618.45 
WMT Walmart Inc.
-1.54%
-$55,531.52 
PEP PepsiCo, Inc.
-1.47%
-$16,873.06 
WFC Wells Fargo & Company
-1.46%
-$4,496.64 
PANW Palo Alto Networks, Inc.
-1.43%
-$8,931.7 
JNJ Johnson & Johnson
-1.3%
-$32,946.16 
CL Colgate-Palmolive Company
-1.28%
-$10,492.23 
PNC The PNC Financial Services Group, Inc.
-1.26%
-$6,067.44 
BAC Bank of America Corporation
-1.23%
-$7,602.85 
NKE Nike, Inc. - Class B
-1.18%
-$2,316.47 
PFE Pfizer Inc.
-1.08%
-$3,648.78 
SBUX Starbucks Corporation
-1.01%
-$9,023.31 
ED Consolidated Edison, Inc.
-0.97%
-$6,559.62 
NEE NextEra Energy, Inc.
-0.94%
-$3,284.31 
AEE Ameren Corporation
-0.93%
-$2,840.04 
CAH Cardinal Health Inc.
-0.92%
-$4,395.27 
O Realty Income Corporation
-0.87%
-$6,312.35 
GIS General Mills, Inc.
-0.82%
-$2,437.84 
AEP American Electric Power Company, Inc.
-0.8%
-$2,905.46 
JPM JPMorgan Chase & Co.
-0.79%
-$16,880.53 
SYY Sysco Corporation
-0.78%
-$5,857.92 
PG Procter & Gamble Co
-0.75%
-$15,108.1 
IDV iShares International Select Dividend ETF
-0.74%
-$1,616.32 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.65%
-$21,576.78 
FDVV Fidelity High Dividend ETF
-0.6%
-$52,773.75 
ABBV AbbVie Inc.
-0.56%
-$1,687.2 
SO The Southern Company
-0.56%
-$8,075.08 
DOL WisdomTree International LargeCap Dividend Fund
-0.55%
-$34,015.57 
DVY iShares Select Dividend ETF
-0.55%
-$4,021.44 
DFAS Dimensional U.S. Small Cap ETF
-0.54%
-$15,295.72 
DON WisdomTree U.S. MidCap Dividend Fund
-0.54%
-$14,681.91 
DGRO iShares Core Dividend Growth ETF
-0.54%
-$122,623.37 
PM Philip Morris International Inc.
-0.53%
-$4,708.27 
AMGN Amgen Inc.
-0.52%
-$3,106.56 
DHS WisdomTree U.S. High Dividend Fund
-0.51%
-$1,395.87 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.5%
-$5,700.22 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.5%
-$10,016.5 
SCHD Schwab U.S. Dividend Equity ETF
-0.5%
-$112,808.35 
CSCO Cisco Systems, Inc.
-0.5%
-$2,637.91 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.49%
-$3,516.59 
VPU Vanguard Utilities ETF
-0.47%
-$1,188.64 
VB Vanguard Small-Cap ETF
-0.45%
-$1,130.95 
SCHM Schwab U.S. Mid-Cap ETF
-0.43%
-$27,025.5 
SCHF Schwab International Equity ETF
-0.41%
-$65,848.2 
AVUV Avantis U.S. Small Cap Value ETF
-0.4%
-$2,409.36 
AFL Aflac Inc.
-0.37%
-$1,650.94 
WTV WisdomTree U.S. Value Fund
-0.37%
-$9,911.44 
UL Unilever PLC Sponsored American Depositary Receipt
-0.33%
-$1,559.43 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.31%
-$1,779.9 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$43,024.74 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.28%
-$4,050.93 
VO Vanguard Mid-Cap ETF
-0.27%
-$4,191.64 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$26,690.63 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.26%
-$1,886.43 
MCD McDonald's Corporation
-0.25%
-$4,407.82 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.23%
-$9,956.7 
SCHA Schwab U.S. Small-Cap ETF
-0.23%
-$15,345.68 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.2%
-$2,489.76 
TGT Target Corporation
-0.19%
-$2,230.11 
COWZ Pacer US Cash Cows 100 ETF
-0.18%
-$2,437.32 
GLW Corning Incorporated
-0.17%
-$1,696.5 
CLX The Clorox Company
-0.16%
-$866.29 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.13%
-$361.76 
WM Waste Management, Inc.
-0.09%
-$1,805.54 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$8,952.77 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.08%
-$7,571.52 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$613.41 
SCHX Schwab U.S. Large-Cap ETF
-0.07%
-$24,075.94 
VZ Verizon Communications Inc.
-0.06%
-$394.73 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$486.01 
KMB Kimberly-Clark Corporation
-0.02%
-$93.46 
IVV iShares Core S&P 500 ETF
-0.01%
-$255.36 
MO Altria Group, Inc.
-0.01%
-$94.83 Events
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Dividends
Dividend Analysis
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| Trades 1710 | Longs Won 1129/1710 66% | Profit Factor 7.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $284,900.52 |
| Average Win $59,156.1 | Best Trade (Jul 22) $10.43M | Sharpe Ratio -10.64 |
| Average Loss -$16,352.28 | Worst Trade (Jul 24) -$704,123.52 | Z-Score 20.29 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w 2d | Expectancy $33,500.91 |
| 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 | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $2.26M, Schwab U.S. Dividend Equity ETF - $1.56M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $1.4M, Vanguard Intermediate-Term Corporate Bond Fund - $1.18M, and iShares Core Dividend Growth ETF - $1.14M. 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 - $479,720.53, Intel Corporation - $288,238.03, Alphabet Inc - $264,003.6, 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 $21.27M earned over time. The largest contributors to dividend income include iShares 0-5 Year High Yield Corporate Bond ETF - $2.27M, Schwab U.S. Dividend Equity ETF - $1.56M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $1.43M, Vanguard Intermediate-Term Corporate Bond Fund - $1.24M, and Vanguard Short-Term Corporate Bond ETF - $1.17M. 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.
