JM
Janet Messer Portfolio
Invests via FRG Family Wealth Advisors LLC | Managed by Benjamin Dale Johnson, Jimmy Shanggee Wu, Janet Messer
Invests via FRG Family Wealth Advisors LLC
Managed by Benjamin Dale Johnson, Jimmy Shanggee Wu, Janet Messer
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Janet Messer Profile
Janet Messer stands out as an accomplished executive with a robust background in strategic leadership and operational excellence within the technology sector. With a career marked by pivotal roles at several high-growth firms, she has demonstrated an ability to drive innovation and enhance business efficiencies. Janet's expertise lies in steering organizations through transformative changes, fostering cross-functional collaboration to achieve sustainable growth. Her deep understanding of market dynamics enables her to identify emerging trends that impact industry performance significantly. As a recognized thought leader, she continues to shape the narrative around tech-driven solutions while actively mentoring the next generation of entrepreneurs.
Janet Messer stands out as an accomplished executive with a robust background in strategic leadership and operational excellence within the technology sector. With a career marked by pivotal roles at several high-growth firms, she has demonstrated an ability to drive innovation and enhance business efficiencies. Janet's expertise lies in steering organizations through transformative changes, fostering cross-functional collaboration to achieve sustainable growth. Her deep understanding of market dynamics enables her to identify emerging trends that impact industry performance significantly. As a recognized thought leader, she continues to shape the narrative around tech-driven solutions while actively mentoring the next generation of entrepreneurs.
Investment Philosophy & Strategy
Market trends in technology present dynamic avenues for growth and innovation. Janet Messer's extensive leadership experience equips her with a unique perspective on capitalizing on these opportunities. Her focus lies in identifying transformative initiatives that leverage emerging technologies to drive operational improvements and enhance competitiveness. Through strategic investments, she emphasizes fostering environments where innovative ideas can thrive while ensuring scalability remains central to decision-making. This forward-thinking approach positions ventures not only for immediate success but also for sustained relevance within a rapidly evolving landscape.
Market trends in technology present dynamic avenues for growth and innovation. Janet Messer's extensive leadership experience equips her with a unique perspective on capitalizing on these opportunities. Her focus lies in identifying transformative initiatives that leverage emerging technologies to drive operational improvements and enhance competitiveness. Through strategic investments, she emphasizes fostering environments where innovative ideas can thrive while ensuring scalability remains central to decision-making. This forward-thinking approach positions ventures not only for immediate success but also for sustained relevance within a rapidly evolving landscape.
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:
31.76%
Gain +0.01%
Monthly
0.6%
Yearly
7.46%
Drawdown
13.31%
$697.01M
Equity
Holdings
$697.01M
Investment
$448.9M
$520.43M
Profit +$41,150.7
Realized
$130.6M
Unrealized
$389.83M
Dividends
$68.81M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$41,150.7
Win %
89%
This Week
Compared To Last Week
Gain
0.01%
Profit
$41,150.7
Win %
89%
This Month
Compared to last month
Gain
-1.37%
Profit
-$9.66M
Win %
89%
This Year
Compared to last year
Gain
6.67%
Profit
$44.31M
Win %
88%
INTC Intel Corporation
+6.51%
+$55,408.41 
KLAC KLA Corporation
+5.55%
+$454,783.66 
IREN IREN Limited
+5.4%
+$26,107.92 
AMD Advanced Micro Devices, Inc.
+4.73%
+$35,743.52 
ANET Arista Networks, Inc.
+4.37%
+$98,120.09 
AMTM Amentum Holdings, Inc.
+3.53%
+$6,108.18 
CEG Constellation Energy Corporation
+2.86%
+$104,699.25 
AMAT Applied Materials, Inc.
+2.64%
+$1.12M 
VZ Verizon Communications Inc.
+2.49%
+$9,219.6 
PRU Prudential Financial, Inc.
+1.87%
+$14,248.4 
TSLA Tesla, Inc.
+1.82%
+$88,604.88 
SMH VanEck Semiconductor ETF
+1.73%
+$194,739.98 
KBWB Invesco KBW Bank ETF
+1.7%
+$4,339.99 
ADM Archer-Daniels-Midland Co
+1.7%
+$4,363.04 
BX Blackstone Inc.
+1.58%
+$16,120.4 
DE Deere & Company
+1.55%
+$139,936.73 
EXC Exelon Corporation
+1.54%
+$15,316 
BLK BlackRock, Inc.
+1.52%
+$55,434.83 
GPC Genuine Parts Company
+1.46%
+$3,322.7 
RSPT Invesco S&P 500 Equal Weight ETF
+1.46%
+$180,810 
CAT Caterpillar Inc.
+1.44%
+$177,498.12 
XSD SPDR S&P Semiconductor ETF
+1.37%
+$19,386.58 
TXN Texas Instruments Inc
+1.35%
+$31,757.92 
ABBV AbbVie Inc.
+1.32%
+$69,296.56 
NUKZ Range Nuclear Renaissance ETF
+1.31%
+$4,672.8 
RYF Invesco S&P 500 Equal Weight Financials ETF
+1.25%
+$10,922.27 
PEG Public Service Enterprise Group Incorporated
+1.17%
+$12,819.28 
ETR Entergy Corporation
+1.11%
+$4,135.8 
IR Ingersoll Rand Inc.
+1.09%
+$5,381.6 
JNJ Johnson & Johnson
+1.07%
+$71,307.96 
V Visa Inc. Class A
+1.05%
+$72,157.84 
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$3,503.2 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$2,332.74 
VO Vanguard Mid-Cap ETF
+0.97%
+$4,216.5 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$22,807.43 
VTV Vanguard Value ETF
+0.94%
+$3,688.34 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.9%
+$42,550.48 
RSG Republic Services, Inc.
+0.89%
+$4,434.23 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$94,306.84 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$5,015.48 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$4,289.79 
PG Procter & Gamble Co
+0.86%
+$62,911.99 
COKE Coca-Cola Consolidated Inc.
+0.85%
+$4,770 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.84%
+$17,109.32 
NLR VanEck Uranium and Nuclear ETF
+0.83%
+$3,428.95 
SRE Sempra
+0.82%
+$19,782 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$39,917.99 
VDE Vanguard Energy ETF
+0.77%
+$8,983.73 
PSX Phillips 66
+0.76%
+$4,591.32 
CVX Chevron Corporation
+0.75%
+$10,364.13 
XLE Energy Select Sector SPDR Fund
+0.75%
+$2,838 
SBUX Starbucks Corporation
+0.74%
+$5,019.81 
MO Altria Group, Inc.
+0.74%
+$11,237.06 
DXJ WisdomTree Japan Hedged Equity Fund
+0.74%
+$3,475 
UNH UnitedHealth Group Incorporated
+0.73%
+$5,123.25 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$50,550.57 
MA Mastercard Incorporated
+0.71%
+$6,846.31 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$95,918.12 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.71%
+$24,087.44 
EMR Emerson Electric Co.
+0.69%
+$8,069.41 
XNTK SPDR NYSE Technology ETF
+0.69%
+$3,046.12 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.69%
+$9,327.7 
COST Costco Wholesale Corporation
+0.68%
+$85,893.76 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$23,898.02 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$2,656.67 
DUK Duke Energy Corporation
+0.63%
+$1,911 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$28,938.81 
CMI Cummins Inc.
+0.59%
+$2,688 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$7,022.13 
VGT Vanguard Information Technology ETF
+0.58%
+$31,270.24 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$6,587.3 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$275,652.72 
GPIX S&P 500 Core Premium Income Fund
+0.55%
+$26,049 
VOO Vanguard S&P 500 ETF
+0.55%
+$9,181.03 
J Jacobs Solutions Inc.
+0.55%
+$5,868.45 
HON Honeywell International Inc.
+0.54%
+$4,895.66 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$41,337 
GOOGL Alphabet Inc
+0.53%
+$173,408.9 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$2,146.98 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$84,236.25 
ESGV Vanguard ESG U.S. Stock ETF
+0.52%
+$3,997.66 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$3,510.5 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$2,484.62 
GOOG Alphabet Inc
+0.45%
+$6,966.4 
WMT Walmart Inc.
+0.45%
+$69,890.71 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$19,317.92 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$3,064.77 
CSX CSX Corporation
+0.42%
+$2,760 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$1,027.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$1,738.42 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$13,975.5 
PEP PepsiCo, Inc.
+0.38%
+$17,075.88 
AMGN Amgen Inc.
+0.32%
+$3,820.18 
WM Waste Management, Inc.
+0.3%
+$4,594.33 
XOM Exxon Mobil Corporation
+0.28%
+$4,654.96 
MMM 3M Company
+0.26%
+$2,142.3 
BP BP p.l.c. Sponsored ADR
+0.23%
+$512.7 
MGK Vanguard Mega Cap Growth ETF
+0.22%
+$5,107.2 
ADP Automatic Data Processing Inc.
+0.2%
+$9,844.34 
ALLE Allegion plc
+0.19%
+$600.84 
TRV The Travelers Companies, Inc.
+0.18%
+$3,163.44 
VUG Vanguard Growth ETF
+0.18%
+$2,176.2 
NVDA NVIDIA Corporation
+0.16%
+$8,175.36 
PFE Pfizer Inc.
+0.15%
+$811.92 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$25,679.52 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.11%
+$1,512.3 
KO The Coca-Cola Company
+0.11%
+$3,725.37 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$1,577.7 
MSFT Microsoft Corp.
+0.1%
+$57,102.57 
IBB iShares Biotechnology ETF
+0.1%
+$3,413.23 
IAUM iShares Gold Trust Micro
+0.1%
+$249.6 
FDX FedEx Corporation
+0.09%
+$2,044.45 
AIQ Global X Artificial Intelligence & Technology ETF
+0.08%
+$3,567.7 
CL Colgate-Palmolive Company
+0.07%
+$1,081.98 
CB Chubb Limited
+0.06%
+$794.51 
HODL VanEck Bitcoin ETF
+0.06%
+$211.68 
PANW Palo Alto Networks, Inc.
+0.03%
+$259.92 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$80.65 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$2,426.41 
ORCL Oracle Corporation
+0.02%
+$194.07 
MCD McDonald's Corporation
+0.01%
+$328.6 
ANTM Anthem Inc
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$229,441.14 
PLTR Palantir Technologies Inc.
-2.36%
-$33,579.05 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$17,605.67 
ABT Abbott Laboratories
-1.64%
-$22,545.39 
AAPL Apple Inc.
-1.52%
-$403,870.5 
LMT Lockheed Martin Corporation
-1.52%
-$12,708.65 
MRK Merck & Co., Inc.
-1.42%
-$52,320.78 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$48,537.6 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$33,715.41 
AMZN Amazon.com Inc
-1.23%
-$493,572.41 
WAT Waters Corporation
-1.17%
-$6,192.9 
BA Boeing Company
-1.16%
-$182,676.69 
NFLX Netflix, Inc.
-1.14%
-$2,576.1 
AMT American Tower Corporation
-1.12%
-$38,301.84 
AVGO Broadcom Inc.
-0.91%
-$306,561.76 
BDX Becton, Dickinson and Company
-0.75%
-$12,427.56 
OPEN Opendoor Technologies Inc.
-0.67%
-$403.05 
CSCO Cisco Systems, Inc.
-0.6%
-$11,866.18 
MDLZ Mondelez International, Inc.
-0.58%
-$6,146.44 
NVS Novartis AG Sponsored ADR
-0.55%
-$6,464.2 
RPM RPM International Inc.
-0.45%
-$1,871.99 
TT Trane Technologies plc
-0.41%
-$18,227.26 
RTX RTX Corporation
-0.37%
-$6,316.61 
CRM Salesforce Inc
-0.34%
-$3,010.56 
META Meta Platforms Inc Class A
-0.26%
-$571.3 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$458.48 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$520.79 
MDT Medtronic plc
-0.16%
-$585.78 
VHT Vanguard Health Care ETF
-0.12%
-$1,097.18 
FLTR VanEck IG Floating Rate ETF
-0.04%
-$1,743.7 
IBIT iShares Bitcoin Trust
-0.03%
-$166.32 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$346.56 Events
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Dividends
Dividend Analysis
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| Trades 4124 | Longs Won 3034/4124 73% | Profit Factor 16.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $943,879.75 |
| Average Win $182,594.85 | Best Trade (Jun 14) $36.85M | Sharpe Ratio -4.08 |
| Average Loss -$30,789.72 | Worst Trade (Jun 14) -$3.32M | Z-Score -2.26 (100%) |
| Commissions $0 | Avg. Trade Length 4y 3w 4d | Expectancy $126,196.03 |
| 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 | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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