Andrew J. Peters Portfolio
Invests via NorthStar Asset Management LLC /NJ/ | Managed by Andrew J. Peters
Invests via NorthStar Asset Management LLC /NJ/
Managed by Andrew J. Peters
Automatically Tracked
Andrew J. Peters Profile
Veteran growth investor and operating executive with experience across technology and financial services, Andrew J. Peters brings a blend of corporate leadership and venture investing to board and advisory roles. He has led product and strategy teams at scaleups and multinationals, focused on commercializing data and SaaS platforms, and participates in early-stage to late-stage equity rounds. His profile appeals to investors seeking operator-led capital allocation and commercial go-to-market expertise.
Veteran growth investor and operating executive with experience across technology and financial services, Andrew J. Peters brings a blend of corporate leadership and venture investing to board and advisory roles. He has led product and strategy teams at scaleups and multinationals, focused on commercializing data and SaaS platforms, and participates in early-stage to late-stage equity rounds. His profile appeals to investors seeking operator-led capital allocation and commercial go-to-market expertise.
Investment Philosophy & Strategy
Operator-focused growth investor concentrating on data and SaaS platforms, prioritizing commercialization and GTM excellence. Prefers stage-flexible equity stakes from early to late rounds where product-market fit and scalable unit economics are evident. Deploys capital with an active, KPI-driven playbook: board/advisory engagement, follow-on reserves, and commercialization resources. Time horizon is multi-year, growth-biased with disciplined risk controls via milestone-based tranches, revenue growth thresholds, and emphasis on capital efficiency and customer economics.
Operator-focused growth investor concentrating on data and SaaS platforms, prioritizing commercialization and GTM excellence. Prefers stage-flexible equity stakes from early to late rounds where product-market fit and scalable unit economics are evident. Deploys capital with an active, KPI-driven playbook: board/advisory engagement, follow-on reserves, and commercialization resources. Time horizon is multi-year, growth-biased with disciplined risk controls via milestone-based tranches, revenue growth thresholds, and emphasis on capital efficiency and customer economics.
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:
60.51%
Gain +2.63%
Monthly
1.49%
Yearly
19.42%
Drawdown
16.79%
$566.38M
Equity
Holdings
$566.38M
Investment
$418.47M
$151.76M
Profit +$10.59M
Realized
$3.85M
Unrealized
$147.91M
Dividends
$16.31M
Goals
Avg. 69% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.63%
Profit
$10.59M
Win %
77%
This Week
Compared To Last Week
Gain
1.91%
Profit
$10.59M
Win %
77%
This Month
Compared to last month
Gain
2.5%
Profit
$13.79M
Win %
77%
This Year
Compared to last year
Gain
1.92%
Profit
$10.65M
Win %
76%
LLY Eli Lilly and Company
+4.86%
+$140,163.5 
MAR Marriott International Inc. - Class A
+4.67%
+$11,486.42 
NVDA NVIDIA Corporation
+3.44%
+$552,107.92 
MCD McDonald's Corporation
+2.09%
+$5,351.1 
MELI MercadoLibre, Inc.
+1.8%
+$4,735.72 
HD The Home Depot, Inc.
+1.06%
+$3,077.47 
CRM Salesforce Inc
+1.04%
+$4,614.79 
GE General Electric Company
+1.02%
+$2,964.48 
AMAT Applied Materials, Inc.
+0.99%
+$2,769.3 
MPWR Monolithic Power Systems, Inc.
+0.78%
+$3,356.83 
GS The Goldman Sachs Group, Inc.
+0.7%
+$3,759.21 
AMLP Alerian MLP ETF
+0.58%
+$3,224.96 
MS Morgan Stanley
+0.57%
+$1,209.1 
BAC Bank of America Corporation
+0.56%
+$2,132.9 
MO Altria Group, Inc.
+0.54%
+$4,889.55 
AAPL Apple Inc.
+0.52%
+$47,051.57 
PANW Palo Alto Networks, Inc.
+0.47%
+$12,451.08 
WMB The Williams Companies, Inc.
+0.45%
+$2,358.53 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.27%
+$19,873.35 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.1%
+$1,260.64 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$130.32 
BNDX Vanguard Total International Bond ETF
+0.04%
+$121.46 
ABBV AbbVie Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APH Amphenol Corporation
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AXP American Express Company
0%
$0 
BA Boeing Company
0%
$0 
BX Blackstone Inc.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
D Dominion Energy, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GOOG Alphabet Inc
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
MA Mastercard Incorporated
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
V Visa Inc. Class A
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
AWF AllianceBernstein Global High Income Fund Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
-4.37%
-$1.37M 
VUG Vanguard Growth ETF
-4.37%
-$243,603.22 
ISCG iShares Morningstar Small-Cap Growth ETF
-4.06%
-$296,969.6 
GOOGL Alphabet Inc
-4.03%
-$95,124.94 
VOT Vanguard Mid-Cap Growth ETF
-3.79%
-$555,566.04 
IJR iShares Core S&P Small-Cap ETF
-3.29%
-$143,010.16 
SCHX Schwab U.S. Large-Cap ETF
-3.22%
-$7,644 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
-2.87%
-$6,140.34 
ACWI iShares MSCI ACWI ETF
-2.62%
-$2.38M 
IWN iShares Russell 2000 Value ETF
-2.52%
-$5,781.56 
SCHV Schwab U.S. Large-Cap Value ETF
-2.38%
-$21,842.28 
AOA iShares Core Aggressive Allocation ETF
-2.27%
-$4.94M 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.21%
-$202,996.8 
VWO Vanguard FTSE Emerging Markets ETF
-2.17%
-$24,077.28 
IDHQ Invesco S&P International Developed Quality ETF
-2.06%
-$34,906.64 
SOXX iShares Semiconductor ETF
-1.94%
-$36,117.14 
AKRE Akre Focus ETF
-1.84%
-$15,919.2 
MRVL Marvell Technology, Inc.
-1.79%
-$2,889.7 
TSLA Tesla, Inc.
-1.77%
-$6,414.81 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.76%
-$123,901.5 
VTV Vanguard Value ETF
-1.75%
-$90,798.96 
IEFA iShares Core MSCI EAFE ETF
-1.63%
-$21,302.47 
XLF Financial Select Sector SPDR Fund
-1.62%
-$3,508.08 
XOM Exxon Mobil Corporation
-1.51%
-$14,872.45 
AEP American Electric Power Company, Inc.
-1.47%
-$2,882.06 
VBR VANGUARD SMALL-CAP VALUE ETF
-1.39%
-$8,431.5 
UPS United Parcel Service, Inc.
-1.29%
-$3,065.34 
MSFT Microsoft Corp.
-1.09%
-$42,334.55 
ADP Automatic Data Processing Inc.
-0.99%
-$5,979.08 
PEG Public Service Enterprise Group Incorporated
-0.98%
-$5,499.75 
QQQ Invesco QQQ Trust, Series 1
-0.91%
-$44,218.98 
DUK Duke Energy Corporation
-0.87%
-$2,997 
OKE ONEOK, Inc.
-0.79%
-$7,038.96 
VB Vanguard Small-Cap ETF
-0.72%
-$10,504.95 
VBK Vanguard Small-Cap Growth ETF
-0.67%
-$10,884.01 
CRWD CrowdStrike Holdings, Inc.
-0.64%
-$1,686.4 
CAT Caterpillar Inc.
-0.62%
-$6,153.38 
IJH iShares Core S&P Mid-Cap ETF
-0.62%
-$13,889.76 
IAGG iShares International Aggregate Bond Fund
-0.56%
-$1,713.03 
AVEM Avantis Emerging Markets Equity ETF
-0.5%
-$27,634.5 
IWO iShares Russell 2000 Growth ETF
-0.42%
-$944.47 
O Realty Income Corporation
-0.32%
-$1,418 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$10,038.84 
RVT Royce Small-Cap Trust, Inc.
-0.27%
-$562.95 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$7,219.61 
CSCO Cisco Systems, Inc.
-0.2%
-$473.52 
WPC W. P. Carey Inc.
-0.19%
-$565.32 
IVV iShares Core S&P 500 ETF
-0.18%
-$10,301.58 
SO The Southern Company
-0.16%
-$502.05 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.15%
-$40,343.82 
MUB iShares National Muni Bond ETF
-0.11%
-$473.52 
SPHY SPDR Portfolio High Yield Bond ETF
-0.06%
-$353.71 
GEV GE Vernova Inc.
-0.06%
-$157.33 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
-0.02%
-$634.54 
ILCV iShares Morningstar Value ETF
-0.01%
-$377.04 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 950 | Longs Won 720/950 75% | Profit Factor 61.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.17M |
| Average Win $214,281.21 | Best Trade (Aug 14) $66.56M | Sharpe Ratio -13.59 |
| Average Loss -$10,978.71 | Worst Trade (Aug 06) -$306,539.38 | Z-Score 16.8 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w | Expectancy $159,744.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 1.74% |
| Consecutive Losing Trades | 52,632 | 47,368 | 42,105 | 36,842 | 31,579 | 26,316 | 21,053 | 15,789 | 10,526 | 5,263 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 29,044 | $5.76M | $9.03M | - | $3.28M | 56.93% | +0.524% |
| ABBV AbbVie Inc. | 3,204 | $502,403.3 | $781,135.2 | - | $278,731.9 | 55.48% | 0.0 |
| ACWI iShares MSCI ACWI ETF | 567,655 | $89.1M | $88.8M | - | -$306,539.38 | -0.34% | -2.615% |
| ADP Automatic Data Processing Inc. | 2,231 | $532,462.39 | $597,774.14 | - | $65,311.75 | 12.27% | -0.99% |
| AEP American Electric Power Company, Inc. | 1,533 | $209,666 | $193,878.51 | - | -$15,787.49 | -7.53% | -1.465% |
| AKRE Akre Focus ETF | 14,740 | $965,617.21 | $847,402.6 | - | -$118,214.61 | -12.24% | -1.844% |
| AMAT Applied Materials, Inc. | 510 | $368,730 | $281,545.5 | - | -$87,184.5 | -23.64% | +0.993% |
| AMD Advanced Micro Devices, Inc. | 1,988 | $428,684.27 | $1.03M | - | $602,252.81 | 140.49% | 0.0 |
| AMLP Alerian MLP ETF | 10,078 | $503,425.3 | $557,514.96 | - | $54,089.66 | 10.74% | +0.582% |
| AMZN Amazon.com Inc | 16,107 | $2.69M | $4.47M | - | $1.78M | 66.07% | 0.0 |
| AOA iShares Core Aggressive Allocation ETF | 2.19M | $151.67M | $212.29M | - | $60.61M | 39.96% | -2.273% |
| APH Amphenol Corporation | 2,498 | $220,166.23 | $213,991.17 | - | -$6,175.06 | -2.8% | 0.0 |
| AVEM Avantis Emerging Markets Equity ETF | 60,075 | $4.49M | $5.54M | - | $1.05M | 23.34% | -0.497% |
| AVGO Broadcom Inc. | 2,996 | $516,339.98 | $1.25M | - | $736,467.38 | 142.63% | 0.0 |
| AWF AllianceBernstein Global High Income Fund Inc. | 19,198 | $195,006.79 | $195,243.66 | - | $236.87 | 0.12% | 0.0 |
| AXP American Express Company | 1,097 | $253,110.76 | $380,340.86 | - | $127,230.1 | 50.27% | 0.0 |
| BA Boeing Company | 1,357 | $291,787.29 | $321,826.12 | - | $30,038.83 | 10.29% | 0.0 |
| BAC Bank of America Corporation | 6,094 | $212,873.54 | $385,445.5 | - | $172,571.96 | 81.07% | +0.556% |
| BND Vanguard Total Bond Market Index Fund | 47,804 | $3.51M | $3.45M | - | -$57,812.83 | -1.65% | -0.29% |
| BNDX Vanguard Total International Bond ETF | 6,073 | $298,528.65 | $291,443.27 | - | -$7,085.38 | -2.37% | +0.042% |
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 Andrew J. Peters?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core Aggressive Allocation ETF - $10.27M, NVIDIA Corporation - $1.93M, Goldman Sachs Access Treasury 0-1 Year ETF - $631,098.51, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $513,284.01, and Alphabet Inc - $443,591.22. 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: Salesforce Inc - $275,953.56, Akre Focus ETF - $219,051.63, Intuit Inc - $142,305.06, Boeing Company - $105,362.89, and Marsh & McLennan Companies, Inc - $94,909.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew J. Peters's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.31M earned over time. The largest contributors to dividend income include iShares Core Aggressive Allocation ETF - $10.23M, Goldman Sachs Access Treasury 0-1 Year ETF - $627,198.92, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $513,284.01, VANGUARD FTSE DEVELOPED MARKETS ETF - $434,325.81, and iShares J.P. Morgan EM Corporate Bond ETF - $381,930.43. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew J. Peters's monthly returns?
Andrew J. Peters'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 Andrew J. Peters's strategy be considered aggressive or moderate?
Andrew J. Peters'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 Andrew J. Peters's strategy?
Andrew J. Peters'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.
