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
Automatically Tracked
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:
63.27%
Gain +0.77%
Monthly
1.33%
Yearly
17.16%
Drawdown
22.54%
$254.95M
Equity
Holdings
$254.95M
Investment
$201.59M
$80.25M
Profit +$1.16M
Realized
$26.88M
Unrealized
$53.36M
Dividends
$11.37M
Goals
Avg. 89% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.77%
Profit
$1.16M
Win %
66%
This Week
Compared To Last Week
Gain
0.46%
Profit
$1.16M
Win %
66%
This Month
Compared to last month
Gain
-0.75%
Profit
-$1.92M
Win %
66%
This Year
Compared to last year
Gain
3.91%
Profit
$9.56M
Win %
68%
PANW Palo Alto Networks, Inc.
+14.01%
+$866,927.15 
COIN Coinbase Global, Inc.
+9.71%
+$16,458.34 
FTNT Fortinet Inc.
+9.04%
+$125,974.97 
ACN Accenture plc Class A
+6.28%
+$55,336.1 
AJG Arthur J. Gallagher & Co.
+5.49%
+$69,339.86 
ADBE Adobe Inc.
+4.59%
+$14,458.08 
CRM Salesforce Inc
+4.5%
+$74,883.4 
YUM Yum! Brands, Inc.
+4.02%
+$9,288.06 
NFLX Netflix, Inc.
+3.76%
+$49,609.68 
MCK McKesson Corporation
+3.23%
+$16,789.45 
GOOGL Alphabet Inc
+3.08%
+$341,805.6 
GOOG Alphabet Inc
+2.97%
+$40,396.96 
META Meta Platforms Inc Class A
+2.91%
+$37,791.75 
IBM International Business Machines Corporation
+2.71%
+$50,932.28 
EXPE Expedia Group, Inc.
+2.38%
+$52,576.71 
MSFT Microsoft Corp.
+2.27%
+$418,471.62 
WMT Walmart Inc.
+2.27%
+$17,739 
AON Aon plc
+2.26%
+$4,391.69 
DIS The Walt Disney Company
+2.19%
+$43,661.87 
T AT&T Inc.
+2.07%
+$8,266.34 
LLY Eli Lilly and Company
+2.04%
+$36,887.58 
MCD McDonald's Corporation
+1.96%
+$18,957.12 
MRSH Marsh & McLennan Companies, Inc.
+1.78%
+$23,277.59 
EL The Estée Lauder Companies Inc. Class A
+1.77%
+$3,845.92 
CME CME Group Inc.
+1.73%
+$27,322.49 
ABBV AbbVie Inc.
+1.73%
+$30,831.36 
PM Philip Morris International Inc.
+1.7%
+$28,110.26 
COST Costco Wholesale Corporation
+1.58%
+$23,661 
VZ Verizon Communications Inc.
+1.4%
+$8,174.94 
AMTM Amentum Holdings, Inc.
+1.34%
+$5,776.94 
UNH UnitedHealth Group Incorporated
+1.32%
+$29,448.1 
UBER Uber Technologies, Inc.
+1.27%
+$27,137.11 
J Jacobs Solutions Inc.
+1.24%
+$12,620.89 
ZTS Zoetis Inc.
+1.14%
+$3,460.24 
LMT Lockheed Martin Corporation
+1.14%
+$4,054.44 
KO The Coca-Cola Company
+1.1%
+$66,916.42 
LOW Lowe's Companies Inc.
+1.06%
+$21,100.2 
V Visa Inc. Class A
+1.05%
+$11,853.37 
HD The Home Depot, Inc.
+1%
+$20,783.41 
BRK-B Berkshire Hathaway Inc.
+0.98%
+$44,813.54 
KNSL Kinsale Capital Group Inc.
+0.94%
+$8,676.46 
AXP American Express Company
+0.89%
+$22,973.76 
UBSI United Bankshares, Inc.
+0.89%
+$19,676.1 
ABT Abbott Laboratories
+0.87%
+$22,027.5 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$99,089.1 
CB Chubb Limited
+0.85%
+$2,627.01 
IBB iShares Biotechnology ETF
+0.83%
+$3,650.64 
CP Canadian Pacific Kansas City Limited
+0.81%
+$6,595.92 
FSK FS KKR Capital Corp.
+0.8%
+$4,359.36 
MKL Markel Group Inc.
+0.77%
+$3,149.82 
NKE Nike, Inc. - Class B
+0.62%
+$5,349.8 
SYY Sysco Corporation
+0.58%
+$1,776 
JNJ Johnson & Johnson
+0.58%
+$24,146.62 
UDR UDR Inc.
+0.56%
+$2,198.24 
AAPL Apple Inc.
+0.54%
+$116,225.35 
PG Procter & Gamble Co
+0.52%
+$9,996.95 
TTEK Tetra Tech, Inc.
+0.45%
+$2,235.84 
MRK Merck & Co., Inc.
+0.44%
+$8,114.53 
TMO Thermo Fisher Scientific Inc.
+0.38%
+$9,675.21 
GD General Dynamics Corporation
+0.36%
+$2,677.52 
TMUS T-Mobile US, Inc.
+0.25%
+$961.65 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
+0.19%
+$1,230.44 
NSC Norfolk Southern Corporation
+0.16%
+$1,476.03 
D Dominion Energy, Inc.
+0.15%
+$1,324.78 
TJX The TJX Companies, Inc.
+0.12%
+$265.51 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$718 
PFE Pfizer Inc.
+0.05%
+$170.97 
PEP PepsiCo, Inc.
+0.04%
+$947.54 
ICE Intercontinental Exchange, Inc.
+0.03%
+$264.15 
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
+0.02%
+$106.46 
SHV iShares Short Treasury Bond ETF
0%
+$90.98 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
ASGI abrdn Global Infrastructure Fund
-8.78%
-$36,461.1 
GEV GE Vernova Inc.
-8.66%
-$43,356.71 
ETN Eaton Corporation plc
-7.5%
-$415,338 
VRT Vertiv Holdings Co
-7.13%
-$120,713.87 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$225,619.32 
KLAC KLA Corporation
-6.44%
-$39,389.76 
SOLS Sollensys Corp
-5.45%
-$16,788.85 
BAC Bank of America Corporation
-5.3%
-$20,811.17 
GNRC Generac Holdings Inc.
-5.08%
-$15,372.41 
DLR Digital Realty Trust, Inc.
-4.79%
-$16,073.12 
AVGO Broadcom Inc.
-4.79%
-$161,889.95 
ORCL Oracle Corporation
-4.42%
-$68,612.54 
CAT Caterpillar Inc.
-4.15%
-$34,159.96 
NVDA NVIDIA Corporation
-2.85%
-$39,228.51 
CMI Cummins Inc.
-2.83%
-$12,229.5 
HAL Halliburton Company
-2.69%
-$8,770.89 
EMR Emerson Electric Co.
-2.59%
-$47,621.37 
CC Chemours Co.
-2.53%
-$14,930.58 
PH Parker-Hannifin Corporation
-2.5%
-$69,162.8 
AVEM Avantis Emerging Markets Equity ETF
-2.06%
-$14,572.44 
GE General Electric Company
-1.98%
-$15,831.72 
ALB Albemarle Corporation
-1.89%
-$9,126.42 
INGR Ingredion Inc.
-1.82%
-$25,620 
JPM JPMorgan Chase & Co.
-1.72%
-$135,866.14 
CSCO Cisco Systems, Inc.
-1.65%
-$7,853.25 
APD Air Products and Chemicals, Inc.
-1.56%
-$21,056.05 
GLD SPDR Gold Shares
-1.35%
-$4,054.9 
RTX RTX Corporation
-1.32%
-$66,008.03 
BLK BlackRock, Inc.
-1.28%
-$16,485.36 
AMZN Amazon.com Inc
-1.22%
-$90,523.06 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.19%
-$4,240.04 
SLVO UBS AG ETRACS Monthly Pay 2xLeveraged Silver Shares Covered Call Exchange Traded Note
-1.09%
-$2,331.75 
BWXT Bwx Technologies Inc.
-0.96%
-$2,033.39 
CVX Chevron Corporation
-0.94%
-$28,545.99 
AEP American Electric Power Company, Inc.
-0.84%
-$2,002 
CGIE Capital Group International Equity ETF
-0.81%
-$6,901.85 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$2,280.04 
GLDI UBS AG
-0.73%
-$3,448.6 
RDW Redwire Corporation
-0.71%
-$3,582.75 
AMLP Alerian MLP ETF
-0.7%
-$3,653.52 
NEE NextEra Energy, Inc.
-0.69%
-$14,101.23 
XLRE The Real Estate Select Sector SPDR Fund
-0.66%
-$1,777.83 
FSLR First Solar, Inc.
-0.65%
-$1,857.06 
IWY iShares Russell Top 200 Growth ETF
-0.64%
-$17,535.16 
PFF iShares Preferred and Income Securities ETF
-0.64%
-$3,870.24 
LIN Linde plc
-0.62%
-$6,423.06 
PLD Prologis Inc.
-0.57%
-$4,934.93 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$2,440.14 
IYW iShares U.S. Technology ETF
-0.56%
-$2,749.3 
CGDV Capital Group Dividend Value ETF
-0.55%
-$1,312.74 
TFC Truist Financial Corporation
-0.54%
-$5,658.66 
QQQI Neos NASDAQ-100 High Income ETF
-0.46%
-$2,366.25 
DUK Duke Energy Corporation
-0.45%
-$10,700 
SO The Southern Company
-0.43%
-$1,091.62 
DIHP Dimensional International High Profitability Portfolio
-0.4%
-$1,376.06 
FCNCA First Citizens BancShares, Inc.
-0.36%
-$2,901.54 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$2,420.87 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$4,708.46 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$941.98 
IVV iShares Core S&P 500 ETF
-0.32%
-$1,537.59 
INCO Columbia India Consumer ETF
-0.3%
-$1,469.16 
BRX Brixmor Property Group Inc.
-0.3%
-$1,912.5 
CARR Carrier Global Corporation
-0.25%
-$1,632.12 
IWR iShares Russell Mid-Cap ETF
-0.23%
-$6,711.75 
MDLZ Mondelez International, Inc.
-0.2%
-$2,044.62 
BX Blackstone Inc.
-0.19%
-$766.77 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$791.8 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.18%
-$893.11 
MGK Vanguard Mega Cap Growth ETF
-0.14%
-$79.95 
VYMI Vanguard International High Dividend Yield Index Fund
-0.14%
-$831.3 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.09%
-$776.73 
SPG Simon Property Group, Inc.
-0.05%
-$165 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$1,568.6 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
-0.02%
-$135.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$123.58 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1686 | Longs Won 1082/1686 64% | Profit Factor 5.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $224,029.46 |
| Average Win $89,099.88 | Best Trade (Sep 11) $3.03M | Sharpe Ratio -11.34 |
| Average Loss -$26,756.2 | Worst Trade (Sep 10) -$1.21M | Z-Score -1.26 (79.31%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 6d | Expectancy $47,595.09 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,524 | 8,571 | 7,619 | 6,667 | 5,714 | 4,762 | 3,810 | 2,857 | 1,905 | 952 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 64,930 | $13.12M | $21.69M | - | $8.58M | 65.39% | +0.539% |
| ABBV AbbVie Inc. | 6,944 | $1.18M | $1.82M | - | $632,605.09 | 53.44% | +1.727% |
| ABT Abbott Laboratories | 24,750 | $2.75M | $2.55M | - | -$202,205.27 | -7.36% | +0.873% |
| ACN Accenture plc Class A | 4,791 | $1.43M | $936,400.95 | - | -$494,334.67 | -34.55% | +6.281% |
| ADBE Adobe Inc. | 1,248 | $595,911.81 | $329,241.12 | - | -$266,670.69 | -44.75% | +4.593% |
| AEP American Electric Power Company, Inc. | 1,925 | $216,562 | $235,408.25 | - | $18,846.25 | 8.7% | -0.843% |
| AGG iShares Core U.S. Aggregate Bond ETF | 6,179 | $613,881.52 | $592,936.84 | - | -$20,944.68 | -3.41% | -0.021% |
| AJG Arthur J. Gallagher & Co. | 5,259 | $1.15M | $1.33M | - | $187,107.22 | 16.33% | +5.486% |
| ALB Albemarle Corporation | 4,111 | $547,412.04 | $473,998.3 | - | -$73,413.74 | -13.41% | -1.889% |
| AMLP Alerian MLP ETF | 9,368 | $458,478.06 | $520,111.36 | - | $61,633.3 | 13.44% | -0.698% |
| AMTM Amentum Holdings, Inc. | 22,219 | $553,126.23 | $438,158.68 | - | -$114,967.55 | -20.79% | +1.336% |
| AMZN Amazon.com Inc | 28,829 | $4.42M | $7.31M | - | $2.89M | 65.28% | -1.223% |
| AON Aon plc | 643 | $222,675.71 | $199,021.36 | - | -$23,654.35 | -10.62% | +2.256% |
| APD Air Products and Chemicals, Inc. | 4,643 | $1.2M | $1.33M | - | $134,738.07 | 11.25% | -1.556% |
| ASGI abrdn Global Infrastructure Fund | 18,698 | $420,936.04 | $378,821.48 | - | -$42,114.56 | -10% | -8.78% |
| ASML ASML Holding N.V. New York Registry Shares | 1,913 | $1.4M | $3.02M | - | $1.62M | 115.83% | -6.945% |
| AVEM Avantis Emerging Markets Equity ETF | 7,416 | $529,193.19 | $692,543.16 | - | $163,349.97 | 30.87% | -2.061% |
| AVGO Broadcom Inc. | 9,347 | $1.56M | $3.22M | - | $1.67M | 107.13% | -4.785% |
| AXP American Express Company | 7,977 | $1.58M | $2.61M | - | $1.03M | 65.3% | +0.887% |
| BAC Bank of America Corporation | 6,259 | $255,241.9 | $371,565.53 | - | $116,323.63 | 45.57% | -5.304% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Jesse Ellington?
The largest contributions to the portfolio's profits come from the following stocks: KLA Corporation - $8.62M, Apple Inc - $3.56M, Microsoft Corp - $2.59M, Exxon Mobil Corporation - $1.9M, and JPMorgan Chase & Co - $1.25M. 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 - $645,161.89, Pfizer Inc - $414,621.96, Constellation Brands, Inc - $357,031.32, and Becton, Dickinson and Company - $267,893.24. 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 $11.37M earned over time. The largest contributors to dividend income include UDR Inc - $443,812.95, Microsoft Corp - $353,764.85, JPMorgan Chase & Co - $346,268.4, Chevron Corporation - $321,398.42, and PepsiCo, Inc - $269,602.47. 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 can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jesse Ellington's strategy?
Jesse Ellington's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
