Heather Fowler Portfolio
Invests via A4 Wealth Advisors LLC | Managed by John Balcerzak, Shauntae Funkhouser, Zachary Spainhour, Cory Esposito
Invests via A4 Wealth Advisors LLC
Managed by John Balcerzak, Shauntae Funkhouser, Zachary Spainhour, Cory Esposito
Automatically Tracked
Heather Fowler Profile
Growth-oriented operating executive and investor with cross-border fintech and payments experience, focused on scaling revenue, partnerships and product monetization. Heather Fowler has led commercialization and go-to-market strategy for fast-growing platforms, worked with venture investors on diligence and portfolio support, and managed multi-functional teams across revenue operations. Background blends operator and early-stage investor perspectives, relevant for boards or growth equity transactions, with emphasis on customer acquisition economics and repeatable SaaS-like revenue models.
Growth-oriented operating executive and investor with cross-border fintech and payments experience, focused on scaling revenue, partnerships and product monetization. Heather Fowler has led commercialization and go-to-market strategy for fast-growing platforms, worked with venture investors on diligence and portfolio support, and managed multi-functional teams across revenue operations. Background blends operator and early-stage investor perspectives, relevant for boards or growth equity transactions, with emphasis on customer acquisition economics and repeatable SaaS-like revenue models.
Investment Philosophy & Strategy
Growth-oriented investor/operator approach prioritizing scalable revenue models, sustainable unit economics and repeatable SaaS-like monetization. Focuses on cross-border fintech and payments opportunities where product-led distribution, channel partnerships and customer-acquisition efficiency drive rapid commercialization. Allocates capital to ventures with defensible network effects, clear monetization pathways and measurable LTV/CAC payback; favors active involvement in go-to-market, pricing and partnership strategy to de‑risk scaling. Time horizon is growth equity to late‑stage venture, balancing accelerated expansion with disciplined metrics, unit economics scrutiny and board-level operational support.
Growth-oriented investor/operator approach prioritizing scalable revenue models, sustainable unit economics and repeatable SaaS-like monetization. Focuses on cross-border fintech and payments opportunities where product-led distribution, channel partnerships and customer-acquisition efficiency drive rapid commercialization. Allocates capital to ventures with defensible network effects, clear monetization pathways and measurable LTV/CAC payback; favors active involvement in go-to-market, pricing and partnership strategy to de‑risk scaling. Time horizon is growth equity to late‑stage venture, balancing accelerated expansion with disciplined metrics, unit economics scrutiny and board-level operational support.
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:
1.06%
Gain
Monthly
0.11%
Yearly
1.06%
Drawdown
11.51%
$133.71M
Equity
Holdings
$133.71M
Investment
$121.66M
$13.32M
Profit -$1.15M
Realized
$1.27M
Unrealized
$12.05M
Dividends
$1.82M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.15M
Win %
67%
This Week
Compared To Last Week
Gain
-1.4%
Profit
-$1.9M
Win %
67%
This Month
Compared to last month
Gain
-1.12%
Profit
-$1.51M
Win %
67%
This Year
Compared to last year
Gain
11.15%
Profit
$13.41M
Win %
61%
ABT Abbott Laboratories
+10.4%
+$19,257.09 
MDT Medtronic plc
+3.44%
+$6,913.92 
AHR American Healthcare REIT, Inc.
+3.18%
+$26,866.53 
MCD McDonald's Corporation
+2.65%
+$5,986.78 
SBUX Starbucks Corporation
+2.63%
+$8,027.46 
KO The Coca-Cola Company
+2.58%
+$8,364.51 
CSX CSX Corporation
+2.58%
+$8,644.5 
MO Altria Group, Inc.
+2.55%
+$5,662.8 
BXSL Blackstone Secured Lending Fund
+2.48%
+$4,963.73 
LOW Lowe's Companies Inc.
+2.29%
+$8,707.2 
V Visa Inc. Class A
+2%
+$6,271.01 
UNH UnitedHealth Group Incorporated
+1.99%
+$7,612.81 
WMT Walmart Inc.
+1.96%
+$5,297.6 
PG Procter & Gamble Co
+1.76%
+$4,810.23 
AAPL Apple Inc.
+1.68%
+$29,239.74 
MSFT Microsoft Corp.
+1.63%
+$17,310.72 
TGT Target Corporation
+1.52%
+$4,792.22 
JNJ Johnson & Johnson
+1.32%
+$8,150.99 
CVX Chevron Corporation
+1.24%
+$4,678.18 
HD The Home Depot, Inc.
+1.22%
+$2,535.65 
DUK Duke Energy Corporation
+1.11%
+$3,589.38 
LLY Eli Lilly and Company
+0.9%
+$4,176.78 
XOM Exxon Mobil Corporation
+0.9%
+$1,811.69 
IVE ISHARES S&P 500 VALUE ETF
+0.79%
+$71,975.54 
VOOV Vanguard S&P 500 Value ETF
+0.63%
+$2,423.4 
D Dominion Energy, Inc.
+0.56%
+$3,143.8 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$993.89 
MAR Marriott International Inc. - Class A
+0.38%
+$1,871.07 
JEPI JPMorgan Equity Premium Income Fund
+0.35%
+$775.01 
LYB LyondellBasell Industries N.V.
+0.2%
+$352.7 
QUAL iShares MSCI USA Quality Factor ETF
+0.12%
+$4,449.49 
NFLX Netflix, Inc.
+0.07%
+$106.2 
SEPU AllianzIM U.S. Large Cap Buffer10% Tracker ETF September Series
+0.03%
+$194.48 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$120.2 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$28.61 
USEW Cambria US EW ETF
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
-5.39%
-$285,197.15 
LRCX Lam Research Corporation
-5.16%
-$19,382.83 
MS Morgan Stanley
-5.02%
-$29,809 
GS The Goldman Sachs Group, Inc.
-4.85%
-$31,974.77 
AVGO Broadcom Inc.
-4.59%
-$30,697.6 
GOOG Alphabet Inc
-4.45%
-$44,425.51 
GOOGL Alphabet Inc
-4.43%
-$13,250.65 
ELV Elevance Health, Inc.
-3.99%
-$11,187.64 
ETN Eaton Corporation plc
-3.86%
-$9,455.38 
AEM Agnico Eagle Mines Limited
-3.47%
-$6,268.86 
SPMO Invesco S&P 500 Momentum ETF
-3.47%
-$151,288.8 
NVDA NVIDIA Corporation
-2.84%
-$43,584.84 
IETC iShares U.S. Tech Independence Fund
-2.74%
-$8,863.63 
META Meta Platforms Inc Class A
-2.72%
-$15,655.23 
IYW iShares U.S. Technology ETF
-2.51%
-$9,637.81 
IEMG iShares Core MSCI Emerging Markets ETF
-2.17%
-$105,864.98 
IAU iShares Gold Trust
-1.93%
-$18,836.58 
GLDM SPDR Gold MiniShares Trust
-1.92%
-$18,205.88 
AVEM Avantis Emerging Markets Equity ETF
-1.92%
-$15,314.91 
QQQM Invesco NASDAQ 100 ETF
-1.89%
-$8,633.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.85%
-$160,371.49 
BLCR iShares Large Cap Core ACT ETF
-1.68%
-$48,412.24 
XLG Invesco S&P 500 Top 50 ETF
-1.36%
-$4,508.92 
AMZN Amazon.com Inc
-1.32%
-$25,456.22 
RTX RTX Corporation
-1.27%
-$3,677.85 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.26%
-$9,747.36 
EFG iShares MSCI EAFE Growth ETF
-1.24%
-$3,581.12 
THRO iShares U.S. Thematic Rotation Active ETF
-1.2%
-$53,237.1 
CORO Ishares International Country Rotational Active ETF
-1.17%
-$116,170.74 
IBIT iShares Bitcoin Trust
-1.14%
-$11,151.84 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.12%
-$93,335.09 
BTCO Invesco Galaxy Bitcoin ETF
-1.11%
-$2,264.41 
JPM JPMorgan Chase & Co.
-1.06%
-$19,143.74 
AVDE Avantis International Equity ETF
-1.03%
-$9,421.83 
TT Trane Technologies plc
-1%
-$16,520.74 
OEF iShares S&P 100 ETF
-0.88%
-$2,709.27 
SHLD Global X Defense Tech ETF
-0.82%
-$19,125.81 
JIVE JPMorgan International Value ETF
-0.77%
-$24,793.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.75%
-$2,987.16 
IVV iShares Core S&P 500 ETF
-0.75%
-$2,556 
VOO Vanguard S&P 500 ETF
-0.74%
-$59,056.8 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.74%
-$16,744.86 
SPYI NEOS S&P 500 High Income ETF
-0.6%
-$1,759.55 
CLM Cornerstone Strategic Investment Fund, Inc.
-0.6%
-$718.74 
EFV iShares MSCI EAFE Value ETF
-0.56%
-$3,796.29 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
-0.4%
-$1,080.72 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
-0.27%
-$1,528.49 
DDTL Innovator Equity Dual Directional 10 Buffer ETF - July
-0.21%
-$496.88 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.19%
-$879.24 
BNDX Vanguard Total International Bond ETF
-0.18%
-$2,835.65 
BAPR Innovator U.S. Equity Buffer ETF
-0.17%
-$375.03 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.15%
-$2,568.76 
DMBS DoubleLine Mortgage ETF
-0.13%
-$288.02 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$1,093.26 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.12%
-$1,689.55 
RECS Columbia Research Enhanced Core ETF
-0.1%
-$758.02 
TLT iShares 20+ Year Treasury Bond ETF
-0.1%
-$410.04 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.08%
-$1,316.22 
TLH iShares 10-20 Year Treasury Bond ETF
-0.08%
-$5,543.62 
BINC iShares Flexible Income Active ETF
-0.05%
-$648.12 
BAC Bank of America Corporation
-0.04%
-$153.68 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$138.37 
XLF Financial Select Sector SPDR Fund
-0.02%
-$65.3 
NAUG Innovator G-100 Power Buffer ETF August
0%
-$7.13 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 384 | Longs Won 196/384 51% | Profit Factor 5.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $111,555.78 |
| Average Win $83,782.36 | Best Trade (Jul 14) $1.05M | Sharpe Ratio -9.07 |
| Average Loss -$16,522.56 | Worst Trade (Jul 10) -$359,177.06 | Z-Score -1.88 (96.25%) |
| Commissions $0 | Avg. Trade Length 5m 1w 4d | Expectancy $34,674.74 |
| 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 | 8,065 | 7,258 | 6,452 | 5,645 | 4,839 | 4,032 | 3,226 | 2,419 | 1,613 | 806 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
