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:
11.69%
Gain -0.09%
Monthly
0.89%
Yearly
11.2%
Drawdown
7.92%
$146.85M
Equity
Holdings
$146.85M
Investment
$135.87M
$13.36M
Profit -$103,679.49
Realized
$2.38M
Unrealized
$10.98M
Dividends
$2.23M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$103,679.49
Win %
64%
This Week
Compared To Last Week
Gain
-1.46%
Profit
-$2.18M
Win %
64%
This Month
Compared to last month
Gain
-0.31%
Profit
-$460,762.64
Win %
64%
This Year
Compared to last year
Gain
-0.74%
Profit
-$1.09M
Win %
60%
LLY Eli Lilly and Company
+4.76%
+$15,937.2 
MAR Marriott International Inc. - Class A
+4.19%
+$20,710.16 
LOW Lowe's Companies Inc.
+3.57%
+$8,190.41 
HD The Home Depot, Inc.
+3.48%
+$7,155.02 
AMGN Amgen Inc.
+3.1%
+$10,703.08 
SBUX Starbucks Corporation
+2.92%
+$5,932.32 
VRTX Vertex Pharmaceuticals Incorporated
+1.89%
+$4,432.11 
WMT Walmart Inc.
+1.76%
+$4,781.76 
ITM VanEck Intermediate Muni ETF
+1.38%
+$4,373.27 
GLDM SPDR Gold MiniShares Trust
+1.35%
+$5,923.95 
IAU iShares Gold Trust
+1.34%
+$15,198.98 
SHLD Global X Defense Tech ETF
+1.22%
+$41,369.95 
TLH iShares 10-20 Year Treasury Bond ETF
+1.21%
+$31,930.87 
MSFT Microsoft Corp.
+1.17%
+$10,164.37 
PZA Invesco National AMT-Free Municipal Bond ETF
+1.07%
+$12,549.36 
XAR SPDR S&P Aerospace & Defense ETF
+1.04%
+$3,309.7 
GS The Goldman Sachs Group, Inc.
+0.96%
+$6,685.97 
AHR American Healthcare REIT, Inc.
+0.95%
+$2,805.5 
CSX CSX Corporation
+0.9%
+$2,227.2 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.84%
+$18,657.72 
EFV iShares MSCI EAFE Value ETF
+0.83%
+$4,299.42 
VTEB Vanguard Tax-Exempt Bond ETF
+0.77%
+$10,336.43 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.7%
+$12,641.58 
IBIT iShares Bitcoin Trust
+0.69%
+$10,881.6 
BAC Bank of America Corporation
+0.68%
+$1,418.2 
VOOV Vanguard S&P 500 Value ETF
+0.6%
+$1,919.7 
IUSB iShares Core Universal USD Bond ETF
+0.58%
+$2,940.03 
EFG iShares MSCI EAFE Growth ETF
+0.57%
+$1,451.12 
IVE ISHARES S&P 500 VALUE ETF
+0.55%
+$52,913.92 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.55%
+$35,599.85 
AVDE Avantis International Equity ETF
+0.5%
+$2,307.32 
GOOGL Alphabet Inc
+0.46%
+$1,064.2 
GOOG Alphabet Inc
+0.45%
+$2,537.78 
IEI iShares 3-7 Year Treasury Bond ETF
+0.45%
+$1,064.37 
GEQ Cambria Global EW 2 ETF
+0.44%
+$3,756.66 
JIVE JPMorgan International Value ETF
+0.4%
+$1,890.75 
RECS Columbia Research Enhanced Core ETF
+0.34%
+$1,272.24 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.33%
+$1,279.36 
QUAL iShares MSCI USA Quality Factor ETF
+0.32%
+$2,749.18 
BRK-B Berkshire Hathaway Inc.
+0.31%
+$1,423.95 
BNDX Vanguard Total International Bond ETF
+0.31%
+$5,908.79 
META Meta Platforms Inc Class A
+0.3%
+$1,037.69 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
+0.2%
+$654.59 
USEW Cambria US EW ETF
+0.2%
+$3,138.41 
SEPU AllianzIM U.S. Large Cap Buffer10% Tracker ETF September Series
+0.18%
+$387.14 
IWB iShares Russell 1000 ETF
+0.15%
+$321.16 
BINC iShares Flexible Income Active ETF
+0.14%
+$2,028.25 
D Dominion Energy, Inc.
+0.13%
+$539.12 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.1%
+$431.63 
SPYI NEOS S&P 500 High Income ETF
+0.08%
+$172.75 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.06%
+$642.35 
VOO Vanguard S&P 500 ETF
+0.04%
+$8,096.5 
SPY SPDR S&P 500 ETF Trust
+0.04%
+$167.14 
IVV iShares Core S&P 500 ETF
+0.03%
+$121.92 
BLCR iShares Large Cap Core ACT ETF
+0.02%
+$691.94 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$59.3 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
CORO Ishares International Country Rotational Active ETF
0%
$0 
LRCX Lam Research Corporation
-4.84%
-$11,272.91 
AMAT Applied Materials, Inc.
-4.61%
-$14,073.22 
INTC Intel Corporation
-4.18%
-$6,904.61 
TT Trane Technologies plc
-3.76%
-$63,916.69 
BAI iShares A.I. Innovation and Tech Active ETF
-2.94%
-$149,805.6 
ETN Eaton Corporation plc
-2.92%
-$9,468.43 
CLM Cornerstone Strategic Investment Fund, Inc.
-2.5%
-$2,257.54 
AVGO Broadcom Inc.
-2.13%
-$8,528.06 
NVDA NVIDIA Corporation
-1.93%
-$24,149.94 
TSLA Tesla, Inc.
-1.88%
-$3,307.49 
SPMO Invesco S&P 500 Momentum ETF
-1.51%
-$56,906.89 
AVEM Avantis Emerging Markets Equity ETF
-1.06%
-$4,587.61 
IEMG iShares Core MSCI Emerging Markets ETF
-1.01%
-$40,778.73 
IYW iShares U.S. Technology ETF
-0.91%
-$3,547.89 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.42%
-$44,591.02 
MS Morgan Stanley
-0.38%
-$1,614.58 
JPM JPMorgan Chase & Co.
-0.33%
-$6,397.44 
THRO iShares U.S. Thematic Rotation Active ETF
-0.33%
-$11,537.8 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.31%
-$32,219.9 
XLG Invesco S&P 500 Top 50 ETF
-0.3%
-$1,173.51 
JIG JPMorgan International Growth ETF
-0.29%
-$7,022.44 
JNJ Johnson & Johnson
-0.26%
-$1,380.87 
RTX RTX Corporation
-0.25%
-$1,342.28 
AAPL Apple Inc.
-0.18%
-$2,820.58 
AFL Aflac Inc.
-0.16%
-$315.98 
DUK Duke Energy Corporation
-0.11%
-$339.95 
AMZN Amazon.com Inc
-0.1%
-$1,704.23 
IALT iShares Systematic Alternatives Active ETF
-0.1%
-$4,402.92 
OEF iShares S&P 100 ETF
-0.08%
-$187.86 
ELV Elevance Health, Inc.
-0.02%
-$55.8 Events
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Dividends
Dividend Analysis
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| Trades 472 | Longs Won 269/472 56% | Profit Factor 3.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $109,252.36 |
| Average Win $68,396.59 | Best Trade (Oct 15) $950,664.22 | Sharpe Ratio -8.97 |
| Average Loss -$24,810.14 | Worst Trade (Oct 15) -$202,833.92 | Z-Score -0.74 (54.14%) |
| Commissions $0 | Avg. Trade Length 6m 4d | Expectancy $28,309.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,917 | 5,325 | 4,734 | 4,142 | 3,550 | 2,959 | 2,367 | 1,775 | 1,183 | 592 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,513 | $1.15M | $1.54M | - | $396,816.34 | 34.56% | -0.182% |
| AFL Aflac Inc. | 1,708 | $200,263 | $201,586.7 | - | $1,323.7 | 0.66% | -0.157% |
| AHR American Healthcare REIT, Inc. | 5,611 | $235,716.73 | $296,934.12 | - | $61,217.39 | 25.97% | +0.954% |
| AMAT Applied Materials, Inc. | 683 | $493,809 | $290,975.07 | - | -$202,833.93 | -41.08% | -4.613% |
| AMGN Amgen Inc. | 809 | $292,971 | $355,426.06 | - | $62,455.06 | 21.32% | +3.105% |
| AMZN Amazon.com Inc | 6,431 | $1.38M | $1.63M | - | $256,898 | 18.68% | -0.104% |
| AVDE Avantis International Equity ETF | 5,185 | $409,096.55 | $465,172.27 | - | $56,075.72 | 13.71% | +0.498% |
| AVEM Avantis Emerging Markets Equity ETF | 4,754 | $357,069.32 | $428,121.47 | - | $71,052.15 | 19.9% | -1.06% |
| AVGO Broadcom Inc. | 1,154 | $380,716.24 | $391,044.44 | - | $10,328.2 | 2.71% | -2.134% |
| BAC Bank of America Corporation | 4,052 | $209,035.13 | $209,650.48 | - | $615.35 | 0.29% | +0.681% |
| BAI iShares A.I. Innovation and Tech Active ETF | 115,680 | $3.88M | $4.94M | - | $1.06M | 27.4% | -2.943% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 3,953 | $362,679.3 | $361,837.85 | - | -$841.45 | -0.23% | +0.016% |
| BINC iShares Flexible Income Active ETF | 28,975 | $1.53M | $1.47M | - | -$64,319.8 | -4.19% | +0.138% |
| BLCR iShares Large Cap Core ACT ETF | 69,194 | $2.94M | $3.42M | - | $473,839.32 | 16.1% | +0.02% |
| BNDX Vanguard Total International Bond ETF | 40,750 | $1.96M | $1.92M | - | -$38,758.03 | -1.98% | +0.308% |
| BRK-B Berkshire Hathaway Inc. | 863 | $433,056.55 | $455,664 | - | $22,607.45 | 5.22% | +0.313% |
| CLM Cornerstone Strategic Investment Fund, Inc. | 14,022 | $116,102.5 | $87,903.92 | - | -$28,198.58 | -24.29% | -2.504% |
| CORO Ishares International Country Rotational Active ETF | 352,577 | $11.67M | $12.55M | - | $873,924.47 | 7.49% | 0.0 |
| CSX CSX Corporation | 5,120 | $210,176 | $249,420.8 | - | $39,244.8 | 18.67% | +0.901% |
| D Dominion Energy, Inc. | 6,739 | $416,619.05 | $423,748.32 | - | $7,129.27 | 1.71% | +0.127% |
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FAQ
Which stocks have generated the highest profits for Heather Fowler?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $395,900.14, iShares MSCI USA Quality Factor ETF - $376,190.45, iShares Core MSCI Emerging Markets ETF - $335,516.53, abrdn Physical Silver Shares ETF - $330,678.85, and American Healthcare REIT, Inc - $315,510.01. 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: iShares S&P 100 ETF - $228,049.44, Microsoft Corp - $220,614.34, Meta Platforms Inc Class A - $149,724.19, Oracle Corporation - $125,275.81, and Abbott Laboratories - $110,728.27. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Heather Fowler's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.23M earned over time. The largest contributors to dividend income include iShares 10-20 Year Treasury Bond ETF - $210,351.83, ISHARES S&P 500 VALUE ETF - $113,645.11, Schwab Intermediate-Term U.S. Treasury ETF - $105,350.86, Ishares International Country Rotational Active ETF - $105,067.95, and Vanguard S&P 500 ETF - $91,474.97. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Heather Fowler's monthly returns?
Heather Fowler'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 Heather Fowler's strategy be considered aggressive or moderate?
Heather Fowler'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 Heather Fowler's strategy?
Heather Fowler'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.
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