Quiver’s Sheldon Whitehouse Trading Strategy Sees Notable Returns
The Sheldon Whitehouse Strategy from Quiver is an automated trading system. It focuses on stocks held by U.S. Congressmember Sheldon Whitehouse and his family. This strategy is rebalanced based on new trades or annual disclosures.
Since its inception, the strategy has achieved a compound annual growth rate (CAGR) of 17.36%. Notably, it recorded a 6.19% return over the past week, a 10.31% increase in the last month, and an 18.17% rise over the past year.
Here is the latest update on the Quiver Sheldon Whitehouse Strategy:
NVDA: 21.84% position
The strategy has adjusted its position in NVDA down by 5.19% since the last rebalance.
AAPL: 10.71% position
The strategy has increased its position in AAPL by 2.40% since the last rebalance.
MSFT: 8.88% position
The strategy has made a positive adjustment of 5.62% to its MSFT position.
AMZN: 4.77% position
The strategy has lifted its AMZN position by 1.05% since the last rebalance.
GOOGL: 3.93% position
A change of -0.12% has been made to the position in GOOGL since the last rebalance.
NFLX: 3.89% position
There has been a positive adjustment of 3.32% to the position in NFLX.
HD: 3.31% position
The strategy increased its HD position by 1.84% since the last rebalance.
V: 2.99% position
The position in V has been adjusted up by 1.61% since the last rebalance.
LRCX: 2.68% position
The strategy has decreased its position in LRCX by 2.51% since the last rebalance.
GS: 2.30% position
There has been an increase of 1.67% in the GS position since the last rebalance.
WMT: 2.13% position
The strategy has reduced its Walmart position by 1.53% since the last rebalance.
JPM: 1.84% position
The position in JPM has seen a positive change of 0.69% since the last rebalance.
PG: 1.80% position
The strategy reflects a slight decrease of 0.08% in PG since the last rebalance.
PANW: 1.52% position
A minor increase of 0.21% has been made to the position in PANW.
DHR: 1.20% position
The strategy has increased its DHR position by 0.20%.
UNH: 0.96% position
The position in UNH has increased by 0.47% since the last rebalance.
TMO: 0.95% position
An increase of 0.58% has been made to the TMO position.
META: 0.93% position
The strategy reflects a rise of 0.70% in the position for META.
KO: 0.91% position
The position in KO has decreased by 1.26% since the last rebalance.
QQQ: 0.89% position
The position for QQQ has increased by 0.61% since the last rebalance.
MCHP: 0.83% position
A decrease of 1.38% has been reported for MCHP since the last rebalance.
BAC: 0.82% position
The strategy has adjusted its position in BAC down by 2.24% since the last rebalance.
VDC: 0.82% position
An increase of 0.19% has been made to the position in VDC.
AXP: 0.82% position
The strategy has grown its AXP position by 0.37% since the last rebalance.
AMGN: 0.80% position
An increase of 0.31% has been made to the position in AMGN.
ORCL: 0.78% position
The position in ORCL has seen a minimal change of -0.01%.
ADI: 0.76% position
The strategy has slightly increased its ADI position by 0.21%.
RTX: 0.75% position
The position in RTX is down by 0.19% since the last rebalance.
XLI: 0.75% position
There has been a decrease of 0.13% in the XLI position.
PEP: 0.74% position
The strategy reports a 0.20% decrease in the position for PEP.
VFH: 0.74% position
A decline of 0.25% has been noted in the position for VFH.
HON: 0.71% position
The position in HON has increased by 0.17% since the last rebalance.
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Sheldon Whitehouse Strategy Adjustments Revealed in Latest Rebalance
VZ: 0.70% Position
The Sheldon Whitehouse Strategy has decreased its position in VZ by -1.99% since the last rebalance.
NKE: 0.68% Position
The Sheldon Whitehouse Strategy has made a -1.13% reduction in its position in NKE since the last rebalance.
XLF: 0.67% Position
Since the last rebalance, the strategy has reduced its position in XLF by -1.50%.
VYM: 0.64% Position
There has been a slight decrease of -0.18% in the strategy’s position in VYM since the last rebalance.
LLY: 0.61% Position
In contrast, the Sheldon Whitehouse Strategy has increased its position in LLY by +0.48% since the last rebalance.
JEPI: 0.61% Position
The position in JEPI has decreased by -1.18% during the latest rebalance.
VGT: 0.55% Position
The strategy has seen an increase of +0.40% in its position in VGT since the last rebalance.
VOO: 0.54% Position
A +0.38% increase has been recorded in the position for VOO since the last rebalance.
LOW: 0.53% Position
The Sheldon Whitehouse Strategy has made a modest increase of +0.15% in its position in LOW since the last rebalance.
XLV: 0.53% Position
There has been a minor decrease of -0.13% in the position for XLV since the last rebalance.
IHI: 0.50% Position
The strategy reduced its position in IHI by -0.83% since the last rebalance.
UNP: 0.48% Position
A slight increase of +0.13% has been recorded for the position in UNP since the last rebalance.
MA: 0.47% Position
The Sheldon Whitehouse Strategy has made a +0.33% increase in its position in MA during the last rebalance.
LMT: 0.45% Position
The strategy has increased its position in LMT by +0.29% since the last rebalance.
CIBR: 0.43% Position
There has been a -0.57% decrease in the strategy’s position in CIBR since the last rebalance.
CVS: 0.41% Position
The position in CVS has dropped by -0.69% in the latest adjustments.
ELV: 0.40% Position
The Sheldon Whitehouse Strategy has added +0.23% to its position in ELV since the last rebalance.
MCD: 0.40% Position
An increase of +0.18% has been observed in the position in MCD since the last rebalance.
VIG: 0.38% Position
This position has shown a slight increase of +0.06% since the last rebalance.
IAU: 0.33% Position
The strategy has decreased its position in IAU by -0.58% since the last rebalance.
COWZ: 0.29% Position
A -0.59% change has been recorded in the position for COWZ during the latest adjustments.
SYK: 0.28% Position
The Sheldon Whitehouse Strategy has increased its position in SYK by +0.16% since the last rebalance.
DLR: 0.28% Position
The position in DLR has remained unchanged at +0.00% since the last rebalance.
CSCO: 0.28% Position
A -0.46% change has affected the position in CSCO since the last rebalance.
GSLC: 0.27% Position
There has been a -0.11% decrease in the strategy’s position in GSLC during this rebalance.
ITOT: 0.27% Position
The position in ITOT has decreased by -0.08% since the last rebalance.
XLK: 0.26% Position
The Sheldon Whitehouse Strategy has increased its position in XLK by +0.08% since the last rebalance.
For more details on the Quiver Sheldon Whitehouse strategy, visit www.quiverquant.com/strategies.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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