Jesse Ellington Portfolio
Invests via Dover Advisors LLC | Managed by Jesse Ellington, James E. Abbe, Bruce H. Faurot, Rick L. Hinchberger
Invests via Dover Advisors LLC
Managed by Jesse Ellington, James E. Abbe, Bruce H. Faurot, Rick L. Hinchberger
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Jesse Ellington Profile
With a dynamic career focused on technology-driven entrepreneurship, Jesse Ellington has emerged as a significant figure in the startup ecosystem. He co-founded multiple innovative ventures that harness emerging technologies to solve real-world problems, establishing himself as a leader in market disruption. His operational acumen is complemented by strategic vision, having led his companies through various growth phases and expansions into new markets. Additionally, he actively engages with the investment community, sharing insights derived from his unique experiences at the intersection of innovation and capital markets. This blend of entrepreneurial spirit and leadership depth makes him an influential player in driving forward-thinking business solutions.
With a dynamic career focused on technology-driven entrepreneurship, Jesse Ellington has emerged as a significant figure in the startup ecosystem. He co-founded multiple innovative ventures that harness emerging technologies to solve real-world problems, establishing himself as a leader in market disruption. His operational acumen is complemented by strategic vision, having led his companies through various growth phases and expansions into new markets. Additionally, he actively engages with the investment community, sharing insights derived from his unique experiences at the intersection of innovation and capital markets. This blend of entrepreneurial spirit and leadership depth makes him an influential player in driving forward-thinking business solutions.
Investment Philosophy & Strategy
Opportunities abound in the technology landscape, especially as societal needs evolve. Jesse Ellington is poised to leverage his entrepreneurial background and innovative mindset to identify high-potential startups that prioritize solving complex challenges. His investment philosophy revolves around recognizing transformative ideas that not only demonstrate scalability but also contribute positively to market dynamics. By focusing on early-stage ventures with strong operational frameworks, he aims to empower emerging leaders while driving robust growth within disruptive sectors. The synthesis of strategic insight and a forward-thinking approach positions him uniquely as a catalyst for innovation-driven investments.
Opportunities abound in the technology landscape, especially as societal needs evolve. Jesse Ellington is poised to leverage his entrepreneurial background and innovative mindset to identify high-potential startups that prioritize solving complex challenges. His investment philosophy revolves around recognizing transformative ideas that not only demonstrate scalability but also contribute positively to market dynamics. By focusing on early-stage ventures with strong operational frameworks, he aims to empower emerging leaders while driving robust growth within disruptive sectors. The synthesis of strategic insight and a forward-thinking approach positions him uniquely as a catalyst for innovation-driven investments.
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:
47.23%
Gain +0.23%
Monthly
1.17%
Yearly
15.05%
Drawdown
31.44%
$256.62M
Equity
Holdings
$256.62M
Investment
$205.11M
$65.87M
Profit +$478,183.66
Realized
$14.35M
Unrealized
$51.52M
Dividends
$11.11M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.23%
Profit
$478,183.66
Win %
67%
This Week
Compared To Last Week
Gain
-0.4%
Profit
-$1.04M
Win %
67%
This Month
Compared to last month
Gain
-0.46%
Profit
-$1.17M
Win %
67%
This Year
Compared to last year
Gain
8.09%
Profit
$19.22M
Win %
68%
GOOG Alphabet Inc
+2.89%
+$33,826.14 
GOOGL Alphabet Inc
+2.72%
+$289,807.69 
AVGO Broadcom Inc.
+2.03%
+$66,714.8 
RTX RTX Corporation
+1.99%
+$93,227.75 
EPD Enterprise Products Partners L.P.
+1.94%
+$4,004.14 
INOD Innodata Inc.
+1.78%
+$7,819.2 
AMTM Amentum Holdings, Inc.
+1.69%
+$7,406.35 
SLVO UBS AG ETRACS Monthly Pay 2xLeveraged Silver Shares Covered Call Exchange Traded Note
+1.59%
+$2,844.27 
KNSL Kinsale Capital Group Inc.
+1.57%
+$11,491.2 
DUK Duke Energy Corporation
+1.52%
+$39,624.45 
OKE ONEOK, Inc.
+1.35%
+$3,738.42 
AMLP Alerian MLP ETF
+1.33%
+$7,722.72 
VRT Vertiv Holdings Co
+1.26%
+$17,824.2 
AMZN Amazon.com Inc
+1.18%
+$81,282.12 
CVX Chevron Corporation
+1.1%
+$28,986.26 
APD Air Products and Chemicals, Inc.
+1.04%
+$14,118.93 
NVDA NVIDIA Corporation
+1.01%
+$12,305.34 
GD General Dynamics Corporation
+1%
+$7,707 
DLR Digital Realty Trust, Inc.
+0.95%
+$2,669.28 
MO Altria Group, Inc.
+0.81%
+$5,969.4 
TMUS T-Mobile US, Inc.
+0.77%
+$3,109.63 
XOM Exxon Mobil Corporation
+0.77%
+$33,816.96 
ABT Abbott Laboratories
+0.73%
+$18,596.94 
KO The Coca-Cola Company
+0.73%
+$30,725.21 
MKL Markel Group Inc.
+0.69%
+$3,084.9 
V Visa Inc. Class A
+0.64%
+$7,425.96 
CB Chubb Limited
+0.62%
+$1,654.62 
SO The Southern Company
+0.6%
+$1,887.27 
FTNT Fortinet Inc.
+0.56%
+$7,768.67 
MCD McDonald's Corporation
+0.55%
+$5,515.96 
ICE Intercontinental Exchange, Inc.
+0.54%
+$5,214.36 
MSFT Microsoft Corp.
+0.51%
+$69,848.53 
HON Honeywell International Inc.
+0.49%
+$10,502.82 
ETN Eaton Corporation plc
+0.48%
+$25,111.36 
IYW iShares U.S. Technology ETF
+0.47%
+$2,203.5 
TJX The TJX Companies, Inc.
+0.47%
+$1,274.4 
LIN Linde plc
+0.46%
+$5,170.02 
QQQ Invesco QQQ Trust, Series 1
+0.45%
+$1,868.3 
QQQI Neos NASDAQ-100 High Income ETF
+0.43%
+$2,224.28 
BWXT Bwx Technologies Inc.
+0.43%
+$1,048.58 
MRAM Everspin Technologies Inc.
+0.41%
+$2,378.94 
AEP American Electric Power Company, Inc.
+0.39%
+$1,001 
T AT&T Inc.
+0.39%
+$1,884.54 
IWY iShares Russell Top 200 Growth ETF
+0.38%
+$9,097.98 
COST Costco Wholesale Corporation
+0.35%
+$5,388.9 
VUG Vanguard Growth ETF
+0.3%
+$2,253.85 
D Dominion Energy, Inc.
+0.27%
+$3,172.05 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$1,793.4 
INCO Columbia India Consumer ETF
+0.24%
+$975.93 
NEE NextEra Energy, Inc.
+0.19%
+$4,160.07 
YUM Yum! Brands, Inc.
+0.13%
+$320 
VWO Vanguard FTSE Emerging Markets ETF
+0.13%
+$592.65 
CSCO Cisco Systems, Inc.
+0.1%
+$490.6 
SPY SPDR S&P 500 ETF Trust
+0.09%
+$1,264.95 
IVV iShares Core S&P 500 ETF
+0.09%
+$396.78 
UBER Uber Technologies, Inc.
+0.08%
+$1,665.48 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.05%
+$136.43 
AVEM Avantis Emerging Markets Equity ETF
+0.04%
+$344.72 
UDR UDR Inc.
+0.04%
+$1,025.3 
PM Philip Morris International Inc.
+0.02%
+$298.86 
GEV GE Vernova Inc.
+0.01%
+$55.72 
ABBV AbbVie Inc.
+0.01%
+$202.2 
SHV iShares Short Treasury Bond ETF
+0.01%
+$507.04 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VPL Vanguard FTSE Pacific ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
ORCL Oracle Corporation
-4.27%
-$53,589.6 
ADBE Adobe Inc.
-3.57%
-$9,005.76 
FSLR First Solar, Inc.
-2.91%
-$8,707.61 
METC Ramaco Resources, Inc.
-2.53%
-$4,340.34 
ALB Albemarle Corporation
-2.51%
-$7,441.68 
BX Blackstone Inc.
-2.49%
-$10,058.14 
TFC Truist Financial Corporation
-2.32%
-$13,454.16 
SATS EchoStar Corporation
-2.21%
-$4,360.44 
AAPL Apple Inc.
-2.18%
-$416,939.59 
ASGI abrdn Global Infrastructure Fund
-2.17%
-$12,453.94 
LOW Lowe's Companies Inc.
-2.17%
-$44,512.86 
UNH UnitedHealth Group Incorporated
-1.99%
-$48,526.14 
NKE Nike, Inc. - Class B
-1.92%
-$19,404 
EMR Emerson Electric Co.
-1.87%
-$31,286.07 
ACN Accenture plc Class A
-1.83%
-$12,492.5 
PLD Prologis Inc.
-1.74%
-$16,048.89 
J Jacobs Solutions Inc.
-1.74%
-$16,966.61 
FCNCA First Citizens BancShares, Inc.
-1.74%
-$13,487.1 
NFLX Netflix, Inc.
-1.73%
-$23,500.55 
FSK FS KKR Capital Corp.
-1.69%
-$6,801.15 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$34,905.3 
TTEK Tetra Tech, Inc.
-1.6%
-$9,180.9 
KLAC KLA Corporation
-1.57%
-$112,090.95 
CARR Carrier Global Corporation
-1.43%
-$11,087.16 
MDLZ Mondelez International, Inc.
-1.41%
-$14,067.02 
HD The Home Depot, Inc.
-1.41%
-$30,935.24 
CAT Caterpillar Inc.
-1.34%
-$9,436.48 
EXPE Expedia Group, Inc.
-1.27%
-$25,206.72 
AON Aon plc
-1.17%
-$2,743.48 
GE General Electric Company
-1.16%
-$7,981.98 
MCK McKesson Corporation
-1.16%
-$5,725.08 
GNRC Generac Holdings Inc.
-1.07%
-$3,984.75 
IBM International Business Machines Corporation
-1.04%
-$18,008.64 
SOLS Sollensys Corp
-1.03%
-$2,929.8 
MRSH Marsh & McLennan Companies, Inc.
-0.98%
-$8,346.42 
DIS The Walt Disney Company
-0.95%
-$22,319.33 
BLK BlackRock, Inc.
-0.93%
-$11,854.4 
UBSI United Bankshares, Inc.
-0.91%
-$12,967.35 
AXP American Express Company
-0.9%
-$25,017.06 
MRK Merck & Co., Inc.
-0.87%
-$12,737.76 
JNJ Johnson & Johnson
-0.86%
-$29,286.32 
CRM Salesforce Inc
-0.83%
-$9,846.75 
IBB iShares Biotechnology ETF
-0.79%
-$3,175.52 
AJG Arthur J. Gallagher & Co.
-0.77%
-$10,112.7 
INGR Ingredion Inc.
-0.75%
-$10,780 
ASML ASML Holding N.V. New York Registry Shares
-0.74%
-$23,717.6 
PEP PepsiCo, Inc.
-0.7%
-$15,176.64 
CP Canadian Pacific Kansas City Limited
-0.64%
-$3,549.6 
BAC Bank of America Corporation
-0.64%
-$2,441.01 
IEUR iShares Core MSCI Europe ETF
-0.6%
-$2,246.85 
PH Parker-Hannifin Corporation
-0.58%
-$16,100.55 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
-0.57%
-$3,252 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.56%
-$1,693.26 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.48%
-$4,142.56 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.43%
-$954.32 
CGIE Capital Group International Equity ETF
-0.43%
-$3,481.14 
WMT Walmart Inc.
-0.4%
-$3,137.66 
ZTS Zoetis Inc.
-0.4%
-$1,241.65 
CME CME Group Inc.
-0.39%
-$3,819.69 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,449.05 
PFE Pfizer Inc.
-0.36%
-$930.51 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.36%
-$1,123.57 
CMI Cummins Inc.
-0.35%
-$1,570.7 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.34%
-$1,751.2 
RSP Invesco S&P 500 Equal Weight ETF
-0.34%
-$2,708.6 
VYMI Vanguard International High Dividend Yield Index Fund
-0.34%
-$1,805.51 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.31%
-$1,080.8 
IWR iShares Russell Mid-Cap ETF
-0.31%
-$8,823.34 
JPM JPMorgan Chase & Co.
-0.3%
-$22,279.72 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.3%
-$2,501.59 
DIHP Dimensional International High Profitability Portfolio
-0.28%
-$897.75 
GLD SPDR Gold Shares
-0.26%
-$1,036.82 
SYY Sysco Corporation
-0.24%
-$700 
IEF iShares 7-10 Year Treasury Bond ETF
-0.24%
-$494.77 
NSC Norfolk Southern Corporation
-0.23%
-$1,608.02 
XLRE The Real Estate Select Sector SPDR Fund
-0.21%
-$642.2 
BRK-A Berkshire Hathaway Inc.
-0.18%
-$19,545.3 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$1,019.53 
META Meta Platforms Inc Class A
-0.17%
-$2,224.8 
VTV Vanguard Value ETF
-0.16%
-$1,054.55 
MGV Vanguard Mega Cap Value ETF
-0.15%
-$419.25 
BRK-B Berkshire Hathaway Inc.
-0.13%
-$4,942.74 
LLY Eli Lilly and Company
-0.13%
-$2,423.55 
BRX Brixmor Property Group Inc.
-0.12%
-$1,297.28 
PANW Palo Alto Networks, Inc.
-0.12%
-$7,529.73 
VYM Vanguard High Dividend Yield ETF
-0.12%
-$363.87 
GLDI UBS AG
-0.12%
-$575.36 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.12%
-$487.63 
PG Procter & Gamble Co
-0.11%
-$2,096.8 
JEPI JPMorgan Equity Premium Income Fund
-0.09%
-$389.15 
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
-0.09%
-$488.34 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.06%
-$2,132.37 
PFF iShares Preferred and Income Securities ETF
-0.03%
-$201.47 Events
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Dividends
Dividend Analysis
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| Trades 1558 | Longs Won 981/1558 62% | Profit Factor 4.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $207,601.52 |
| Average Win $86,293.69 | Best Trade (Jul 20) $3M | Sharpe Ratio -11.51 |
| Average Loss -$32,556.72 | Worst Trade (Jul 24) -$1.15M | Z-Score 7.17 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w | Expectancy $42,277.85 |
| 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 | 7,874 | 7,087 | 6,299 | 5,512 | 4,724 | 3,937 | 3,150 | 2,362 | 1,575 | 787 |
Hover over the desired column for a detailed explanation.
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FAQ
Which stocks have generated the highest profits for Jesse Ellington?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $3.54M, Microsoft Corp - $2.56M, JPMorgan Chase & Co - $1.21M, KLA Corporation - $1.15M, and Alphabet Inc - $1M. 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: The Estée Lauder Companies Inc. Class A - $923,400.94, Albemarle Corporation - $644,222.74, Pfizer Inc - $419,523.1, Constellation Brands, Inc - $357,031.32, and Becton, Dickinson and Company - $271,663.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jesse Ellington's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.11M earned over time. The largest contributors to dividend income include UDR Inc - $440,543.77, Microsoft Corp - $319,990.2, JPMorgan Chase & Co - $313,076.4, Chevron Corporation - $296,118.86, and PepsiCo, Inc - $286,003.33. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jesse Ellington's monthly returns?
Jesse Ellington's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jesse Ellington's strategy be considered aggressive or moderate?
Jesse Ellington's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jesse Ellington's strategy?
Jesse Ellington's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
