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:
58.85%
Gain +0.38%
Monthly
1.39%
Yearly
18.05%
Drawdown
16.79%
$562.07M
Equity
Holdings
$562.07M
Investment
$418.47M
$147.45M
Profit +$1.55M
Realized
$3.85M
Unrealized
$143.61M
Dividends
$16.91M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$1.55M
Win %
71%
This Week
Compared To Last Week
Gain
-0.98%
Profit
-$5.55M
Win %
71%
This Month
Compared to last month
Gain
0.32%
Profit
$1.79M
Win %
71%
This Year
Compared to last year
Gain
1.14%
Profit
$6.35M
Win %
71%
MRSH Marsh & McLennan Companies, Inc.
+4.92%
+$19,188.76 
LLY Eli Lilly and Company
+4.59%
+$143,630.27 
MAR Marriott International Inc. - Class A
+4.49%
+$11,892.83 
HD The Home Depot, Inc.
+4.18%
+$10,291.55 
CRM Salesforce Inc
+4.16%
+$22,784.17 
AKRE Akre Focus ETF
+3.57%
+$29,332.6 
BX Blackstone Inc.
+2.94%
+$10,754.64 
V Visa Inc. Class A
+2.91%
+$30,286.04 
MA Mastercard Incorporated
+2.57%
+$16,482.25 
AXP American Express Company
+2.31%
+$7,766.75 
ADP Automatic Data Processing Inc.
+2.2%
+$13,742.94 
UPS United Parcel Service, Inc.
+1.86%
+$3,869.72 
WMT Walmart Inc.
+1.78%
+$4,830.03 
AWF AllianceBernstein Global High Income Fund Inc.
+1.7%
+$3,071.68 
MCD McDonald's Corporation
+1.6%
+$3,640.46 
BA Boeing Company
+1.56%
+$3,921.73 
IRM Iron Mountain Inc.
+1.49%
+$8,274.75 
XLF Financial Select Sector SPDR Fund
+1.46%
+$2,966.94 
IDHQ Invesco S&P International Developed Quality ETF
+1.38%
+$22,765.2 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.38%
+$7,781.31 
MSFT Microsoft Corp.
+1.34%
+$56,736.21 
VB Vanguard Small-Cap ETF
+1.32%
+$17,858.45 
RVT Royce Small-Cap Trust, Inc.
+1.28%
+$2,364.39 
IWN iShares Russell 2000 Value ETF
+1.25%
+$2,623.39 
GE General Electric Company
+1.25%
+$2,964.49 
IWO iShares Russell 2000 Growth ETF
+1.23%
+$2,448.61 
VBK Vanguard Small-Cap Growth ETF
+1.22%
+$18,420.88 
WPC W. P. Carey Inc.
+1.22%
+$3,129.45 
IJR iShares Core S&P Small-Cap ETF
+1.17%
+$45,792.24 
VOT Vanguard Mid-Cap Growth ETF
+1.07%
+$147,959.9 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+1.03%
+$2,071.44 
GS The Goldman Sachs Group, Inc.
+1.01%
+$4,490.74 
MU Micron Technology, Inc.
+0.9%
+$10,894.94 
IJH iShares Core S&P Mid-Cap ETF
+0.9%
+$18,809.05 
ISCG iShares Morningstar Small-Cap Growth ETF
+0.81%
+$54,911.36 
VTV Vanguard Value ETF
+0.78%
+$39,840.36 
MUB iShares National Muni Bond ETF
+0.77%
+$3,077.88 
MO Altria Group, Inc.
+0.72%
+$7,003.95 
BAC Bank of America Corporation
+0.72%
+$2,254.78 
ILCV iShares Morningstar Value ETF
+0.72%
+$58,817.46 
IEFA iShares Core MSCI EAFE ETF
+0.71%
+$8,886.92 
O Realty Income Corporation
+0.69%
+$2,694.2 
SCHV Schwab U.S. Large-Cap Value ETF
+0.69%
+$6,118.47 
NEE NextEra Energy, Inc.
+0.68%
+$1,489.44 
BND Vanguard Total Bond Market Index Fund
+0.56%
+$18,882.58 
ABBV AbbVie Inc.
+0.5%
+$4,581.69 
MELI MercadoLibre, Inc.
+0.49%
+$1,257.95 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.47%
+$41,233.72 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.45%
+$121,031.46 
AMZN Amazon.com Inc
+0.45%
+$18,361.95 
SPHY SPDR Portfolio High Yield Bond ETF
+0.4%
+$2,122.29 
SCHX Schwab U.S. Large-Cap ETF
+0.4%
+$936 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.35%
+$4,569.82 
AOA iShares Core Aggressive Allocation ETF
+0.34%
+$713,102.65 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
+0.33%
+$12,778.85 
SPY SPDR S&P 500 ETF Trust
+0.33%
+$11,720.09 
IVV iShares Core S&P 500 ETF
+0.31%
+$17,073.29 
MPWR Monolithic Power Systems, Inc.
+0.3%
+$1,194.62 
BNDX Vanguard Total International Bond ETF
+0.3%
+$850.23 
GOOGL Alphabet Inc
+0.29%
+$6,374.94 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$12,232.2 
ACWI iShares MSCI ACWI ETF
+0.26%
+$235,576.83 
GOOG Alphabet Inc
+0.23%
+$9,663.34 
BSV Vanguard Short-Term Bond ETF
+0.2%
+$504.99 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.2%
+$1,921.85 
IAGG iShares International Aggregate Bond Fund
+0.17%
+$520.03 
MS Morgan Stanley
+0.17%
+$294.91 
COST Costco Wholesale Corporation
+0.06%
+$2,074.24 
JNJ Johnson & Johnson
+0.05%
+$769.86 
IUSG iShares Core S&P U.S. Growth ETF
+0.04%
+$11,314.03 
D Dominion Energy, Inc.
+0.03%
+$62.06 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$1,847.49 
JPM JPMorgan Chase & Co.
+0.02%
+$746.08 
VUG Vanguard Growth ETF
+0.01%
+$626.23 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
WMB The Williams Companies, Inc.
-4.63%
-$24,456.09 
CSCO Cisco Systems, Inc.
-3.37%
-$7,556.59 
AMAT Applied Materials, Inc.
-3.18%
-$7,252.2 
PM Philip Morris International Inc.
-2.72%
-$44,948.08 
CRWD CrowdStrike Holdings, Inc.
-2.6%
-$8,035.19 
XOM Exxon Mobil Corporation
-1.73%
-$19,595.77 
MRVL Marvell Technology, Inc.
-1.71%
-$3,108 
GEV GE Vernova Inc.
-1.71%
-$4,432.57 
NVDA NVIDIA Corporation
-1.62%
-$272,262.01 
CVX Chevron Corporation
-1.6%
-$16,247.81 
CAT Caterpillar Inc.
-1.6%
-$13,523.98 
PANW Palo Alto Networks, Inc.
-1.57%
-$42,565.39 
APH Amphenol Corporation
-1.5%
-$6,195.04 
AEP American Electric Power Company, Inc.
-1.44%
-$2,774.73 
OKE ONEOK, Inc.
-1.32%
-$12,254.88 
TSLA Tesla, Inc.
-1.2%
-$4,855.34 
AMD Advanced Micro Devices, Inc.
-1.06%
-$12,007.54 
SOXX iShares Semiconductor ETF
-0.98%
-$17,559.23 
AVGO Broadcom Inc.
-0.8%
-$8,268.96 
AMLP Alerian MLP ETF
-0.77%
-$4,081.59 
AVEM Avantis Emerging Markets Equity ETF
-0.74%
-$40,250.07 
PEG Public Service Enterprise Group Incorporated
-0.42%
-$2,199.9 
DUK Duke Energy Corporation
-0.36%
-$1,193.25 
META Meta Platforms Inc Class A
-0.34%
-$9,324.98 
VWO Vanguard FTSE Emerging Markets ETF
-0.25%
-$2,685.55 
VZ Verizon Communications Inc.
-0.24%
-$1,067.95 
SO The Southern Company
-0.23%
-$702.87 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$6,346.01 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.09%
-$6,195.07 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.04%
-$98.15 
AAPL Apple Inc.
-0.01%
-$580.59 Events
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Dividends
Dividend Analysis
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| Trades 950 | Longs Won 689/950 72% | Profit Factor 45.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.07M |
| Average Win $218,817.37 | Best Trade (Oct 15) $61.17M | Sharpe Ratio -13.57 |
| Average Loss -$12,683.37 | Worst Trade (Oct 14) -$382,808.64 | Z-Score 9.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 3d | Expectancy $155,215.59 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.38% |
| Consecutive Losing Trades | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 29,044 | $5.76M | $9.96M | - | $4.2M | 73.05% | -0.006% |
| ABBV AbbVie Inc. | 3,204 | $502,403.3 | $912,851.64 | - | $410,448.34 | 81.7% | +0.504% |
| ACWI iShares MSCI ACWI ETF | 567,655 | $89.1M | $90.35M | - | $1.25M | 1.4% | +0.261% |
| ADP Automatic Data Processing Inc. | 2,231 | $532,462.39 | $639,136.88 | - | $106,674.49 | 20.03% | +2.197% |
| AEP American Electric Power Company, Inc. | 1,533 | $209,666 | $190,582.56 | - | -$19,083.44 | -9.1% | -1.435% |
| AKRE Akre Focus ETF | 14,740 | $965,617.21 | $850,055.8 | - | -$115,561.41 | -11.97% | +3.574% |
| AMAT Applied Materials, Inc. | 510 | $368,730 | $220,529.1 | - | -$148,200.9 | -40.19% | -3.184% |
| AMD Advanced Micro Devices, Inc. | 1,988 | $428,684.27 | $1.12M | - | $694,098.37 | 161.91% | -1.058% |
| AMLP Alerian MLP ETF | 10,078 | $503,425.3 | $523,804.05 | - | $20,378.75 | 4.05% | -0.773% |
| AMZN Amazon.com Inc | 16,107 | $2.69M | $4.11M | - | $1.42M | 52.78% | +0.449% |
| AOA iShares Core Aggressive Allocation ETF | 2.19M | $151.67M | $213.7M | - | $62.03M | 40.89% | +0.335% |
| APH Amphenol Corporation | 4,996 | $220,168.72 | $406,924.2 | - | $186,755.48 | 84.82% | -1.5% |
| AVEM Avantis Emerging Markets Equity ETF | 60,075 | $4.49M | $5.43M | - | $939,951.42 | 20.94% | -0.736% |
| AVGO Broadcom Inc. | 2,996 | $516,339.98 | $1.03M | - | $512,756.06 | 99.31% | -0.797% |
| AWF AllianceBernstein Global High Income Fund Inc. | 19,198 | $195,006.79 | $184,300.8 | - | -$10,705.99 | -5.49% | +1.695% |
| AXP American Express Company | 1,097 | $253,110.76 | $344,490.91 | - | $91,380.15 | 36.1% | +2.307% |
| BA Boeing Company | 1,357 | $291,787.29 | $254,505.35 | - | -$37,281.94 | -12.78% | +1.565% |
| BAC Bank of America Corporation | 6,094 | $212,873.54 | $315,425.44 | - | $102,551.9 | 48.18% | +0.72% |
| BND Vanguard Total Bond Market Index Fund | 47,804 | $3.51M | $3.38M | - | -$126,411.57 | -3.6% | +0.561% |
| BNDX Vanguard Total International Bond ETF | 6,073 | $298,528.65 | $286,584.87 | - | -$11,943.78 | -4% | +0.298% |
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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 - $1.95M, Goldman Sachs Access Treasury 0-1 Year ETF - $653,548.03, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $597,109.3, and VANGUARD FTSE DEVELOPED MARKETS ETF - $456,845.77. 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 - $274,933.2, Akre Focus ETF - $219,051.63, Intuit Inc - $142,305.06, Boeing Company - $105,362.89, and Marsh & McLennan Companies, Inc - $92,743.87. 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 $16.91M 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 - $649,648.44, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $597,109.3, VANGUARD FTSE DEVELOPED MARKETS ETF - $456,845.77, and iShares J.P. Morgan EM Corporate Bond ETF - $398,972.13. 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.
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