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:
1.49%
Gain
Monthly
0.05%
Yearly
0.58%
Drawdown
36.06%
$447.96M
Equity
Holdings
$447.96M
Investment
$311.3M
$140.51M
Profit -$2.92M
Realized
$3.85M
Unrealized
$136.66M
Dividends
$16.3M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.92M
Win %
79%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$2.15M
Win %
79%
This Month
Compared to last month
Gain
-0.12%
Profit
-$533,295.65
Win %
79%
This Year
Compared to last year
Gain
12.36%
Profit
$49.27M
Win %
78%
INTU Intuit Inc.
+5.53%
+$11,556.1 
ADP Automatic Data Processing Inc.
+3.69%
+$20,391.34 
UPS United Parcel Service, Inc.
+3.63%
+$8,909.3 
CRM Salesforce Inc
+3.56%
+$18,010.65 
ABBV AbbVie Inc.
+3.23%
+$25,807.6 
PM Philip Morris International Inc.
+3.23%
+$46,947.76 
MO Altria Group, Inc.
+3.19%
+$29,882.25 
O Realty Income Corporation
+3.11%
+$13,153.71 
WPC W. P. Carey Inc.
+3.06%
+$8,039.98 
MRSH Marsh & McLennan Companies, Inc.
+2.83%
+$14,485.5 
VZ Verizon Communications Inc.
+2.8%
+$11,550.96 
COST Costco Wholesale Corporation
+2.6%
+$88,913.42 
WMT Walmart Inc.
+2.53%
+$6,649.05 
OKE ONEOK, Inc.
+2.46%
+$22,653.12 
MCD McDonald's Corporation
+2.32%
+$5,875.98 
MA Mastercard Incorporated
+2.26%
+$14,931.63 
AKRE Akre Focus ETF
+2.26%
+$25,327.5 
MSFT Microsoft Corp.
+1.79%
+$55,167.44 
V Visa Inc. Class A
+1.77%
+$18,988.2 
AMLP Alerian MLP ETF
+1.5%
+$8,085.6 
AAPL Apple Inc.
+1.49%
+$142,930.32 
HD The Home Depot, Inc.
+1.46%
+$4,325 
LLY Eli Lilly and Company
+1.35%
+$38,328.82 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$51,146.58 
CVX Chevron Corporation
+1.15%
+$8,987 
JNJ Johnson & Johnson
+1.15%
+$16,249.86 
PFE Pfizer Inc.
+1.09%
+$2,245.32 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.06%
+$6,028.07 
DUK Duke Energy Corporation
+0.9%
+$3,337.07 
SO The Southern Company
+0.84%
+$2,668.82 
XOM Exxon Mobil Corporation
+0.82%
+$7,167.32 
ILCV iShares Morningstar Value ETF
+0.63%
+$48,327.84 
WMB The Williams Companies, Inc.
+0.39%
+$2,082.49 
AXP American Express Company
+0.34%
+$1,320.8 
VTV Vanguard Value ETF
+0.29%
+$14,438.98 
GOOG Alphabet Inc
+0.27%
+$11,760 
GOOGL Alphabet Inc
+0.22%
+$4,774.14 
MELI MercadoLibre, Inc.
+0.21%
+$621.46 
AMZN Amazon.com Inc
+0.21%
+$8,587.59 
BX Blackstone Inc.
+0.18%
+$825.32 
MAR Marriott International Inc. - Class A
+0.16%
+$427.2 
VB Vanguard Small-Cap ETF
+0.07%
+$1,032.02 
BAC Bank of America Corporation
+0.03%
+$121.52 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$1,115.25 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
MU Micron Technology, Inc.
-7.03%
-$84,778.8 
AMD Advanced Micro Devices, Inc.
-7.03%
-$73,656 
GE General Electric Company
-6.11%
-$17,453.93 
SOXX iShares Semiconductor ETF
-5.22%
-$102,814.57 
GS The Goldman Sachs Group, Inc.
-5.13%
-$30,066.63 
MPWR Monolithic Power Systems, Inc.
-4.78%
-$20,826.96 
AVGO Broadcom Inc.
-4.59%
-$56,458.89 
CAT Caterpillar Inc.
-4.34%
-$45,014.09 
GEV GE Vernova Inc.
-3.45%
-$9,609.6 
NVDA NVIDIA Corporation
-3.06%
-$495,489.12 
META Meta Platforms Inc Class A
-1.92%
-$50,516.08 
TSLA Tesla, Inc.
-1.86%
-$8,129.1 
AVEM Avantis Emerging Markets Equity ETF
-1.83%
-$85,641.81 
VOT Vanguard Mid-Cap Growth ETF
-1.58%
-$208,753.82 
QQQ Invesco QQQ Trust, Series 1
-1.57%
-$75,802.32 
RTX RTX Corporation
-1.45%
-$3,964.65 
VBK Vanguard Small-Cap Growth ETF
-1.39%
-$21,522.22 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.36%
-$2,864.4 
IUSG iShares Core S&P U.S. Growth ETF
-1.35%
-$383,295.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.34%
-$3,674.76 
VWO Vanguard FTSE Emerging Markets ETF
-1.27%
-$13,962.97 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.13%
-$97,472 
BA Boeing Company
-1.06%
-$2,982.67 
VUG Vanguard Growth ETF
-1.04%
-$57,332.07 
PEG Public Service Enterprise Group Incorporated
-0.85%
-$4,987.12 
JPM JPMorgan Chase & Co.
-0.84%
-$27,304.83 
IEFA iShares Core MSCI EAFE ETF
-0.8%
-$9,989.75 
IDHQ Invesco S&P International Developed Quality ETF
-0.71%
-$10,882.86 
AOA iShares Core Aggressive Allocation ETF
-0.68%
-$1.46M 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
-0.62%
-$1,588.14 
PANW Palo Alto Networks, Inc.
-0.58%
-$16,437.87 
IRM Iron Mountain Inc.
-0.56%
-$3,485.43 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.54%
-$5,253.5 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.49%
-$31,989.44 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$15,560.52 
IVV iShares Core S&P 500 ETF
-0.46%
-$25,198.75 
SCHX Schwab U.S. Large-Cap ETF
-0.42%
-$982.75 
RVT Royce Small-Cap Trust, Inc.
-0.28%
-$553.4 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.25%
-$63,314 
SCHV Schwab U.S. Large-Cap Value ETF
-0.19%
-$1,710.8 
BNDX Vanguard Total International Bond ETF
-0.17%
-$480.56 
IAGG iShares International Aggregate Bond Fund
-0.15%
-$453.23 
AWF AllianceBernstein Global High Income Fund Inc.
-0.15%
-$260.7 
MUB iShares National Muni Bond ETF
-0.12%
-$513.37 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.07%
-$4,699.4 
BND Vanguard Total Bond Market Index Fund
-0.05%
-$202.72 
NEE NextEra Energy, Inc.
-0.04%
-$106.8 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$201.8 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.02%
-$267.56 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
-0.02%
-$807.64 
SPHY SPDR Portfolio High Yield Bond ETF
-0.02%
-$82.97 Events
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Dividends
Dividend Analysis
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| Trades 849 | Longs Won 651/849 76% | Profit Factor 69.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.14M |
| Average Win $219,007.33 | Best Trade (Jul 15) $61.22M | Sharpe Ratio -13.11 |
| Average Loss -$10,428.03 | Worst Trade (Jul 10) -$239,559.87 | Z-Score 20.83 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 4d | Expectancy $165,499.43 |
| 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% | 0.07% | 3.32% |
| Consecutive Losing Trades | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
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