JG
James Gambaccini Portfolio
Invests via ACORN FINANCIAL ADVISORY SERVICES Inc. /ADV | Managed by James Gambaccini
Invests via ACORN FINANCIAL ADVISORY SERVICES Inc. /ADV
Managed by James Gambaccini
Automatically Tracked
James Gambaccini Profile
With a distinguished background in the finance sector, James Gambaccini has forged an impressive career as an operating executive. He is known for his leadership in managing diverse financial operations and guiding companies through periods of transformative change. His expertise extends to strategic development and organizational growth, enabling firms to navigate complex market dynamics effectively. Through key roles at notable institutions, he has built a reputation for operational excellence while fostering innovation across business lines. His contributions are particularly relevant in today’s rapidly evolving economic landscape where adaptability is crucial.
With a distinguished background in the finance sector, James Gambaccini has forged an impressive career as an operating executive. He is known for his leadership in managing diverse financial operations and guiding companies through periods of transformative change. His expertise extends to strategic development and organizational growth, enabling firms to navigate complex market dynamics effectively. Through key roles at notable institutions, he has built a reputation for operational excellence while fostering innovation across business lines. His contributions are particularly relevant in today’s rapidly evolving economic landscape where adaptability is crucial.
Investment Philosophy & Strategy
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:
69.33%
Gain -0.62%
Monthly
0.89%
Yearly
11.25%
Drawdown
34.71%
$754.16M
Equity
Holdings
$754.16M
Investment
$662.26M
$193.39M
Profit -$3.21M
Realized
$98.48M
Unrealized
$94.9M
Dividends
$56.9M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.62%
Profit
-$3.21M
Win %
68%
This Week
Compared To Last Week
Gain
-0.77%
Profit
-$5.85M
Win %
68%
This Month
Compared to last month
Gain
0.32%
Profit
$2.4M
Win %
68%
This Year
Compared to last year
Gain
0.05%
Profit
$381,524.66
Win %
69%
FAI
FAI
+32.46%
+$127.22 QCOC
QCOC
+6.55%
+$12.43 
DOCU DocuSign Inc.
+4.04%
+$31,755 
MRK Merck & Co., Inc.
+3.8%
+$51,824.85 
LLY Eli Lilly and Company
+3.62%
+$971,796.53 
VZ Verizon Communications Inc.
+2.04%
+$13,350.89 
MCK McKesson Corporation
+1.53%
+$6,889.61 
JPM JPMorgan Chase & Co.
+1.16%
+$4,535.3 
MCD McDonald's Corporation
+1.06%
+$3,547.49 
SCHD Schwab U.S. Dividend Equity ETF
+1.02%
+$4,989.84 
NOW ServiceNow, Inc.
+0.99%
+$3,863.4 
AAPL Apple Inc.
+0.49%
+$71,258.43 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$9,153.45 
BRK-A Berkshire Hathaway Inc.
+0.02%
+$178.27 
TREE LendingTree Inc.
+0.02%
+$31.09 
MU Micron Technology, Inc.
+0.02%
+$1,214.7 
FNCL Fidelity MSCI Financials Index ETF
+0.01%
+$88.86 
MRVL Marvell Technology, Inc.
0%
+$157.07 
SAUG FT Vest US Small Cap Moderate Fund
0%
+$43.58 
QJUN FT Vest Nasdaq-100 Buffer ETF
0%
+$36.79 
AES AES Corporation
0%
$0 
AKAM Akamai Technologies Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
+$0.07 
AMSC American Superconductor Corporation
0%
$0 
AMT American Tower Corporation
0%
-$0.06 
AMZN Amazon.com Inc
0%
-$0.07 
APD Air Products and Chemicals, Inc.
0%
-$0.03 
ARCO Arcos Dorados Holdings Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
BEN Franklin Resources Inc.
0%
$0 
BOOT Boot Barn Holdings, Inc.
0%
$0 
BWA BorgWarner Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CACI Caci International Inc.
0%
-$0.08 
CC Chemours Co.
0%
$0 
CCI Crown Castle Inc.
0%
$0 
CMPS Compass Pathways plc Depositary Receipt
0%
$0 
COLL Collegium Pharmaceutical Inc.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRNC Cerence Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
-$0.89 
DLTR Dollar Tree, Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DVA DaVita Inc.
0%
$0 
DXCM DexCom, Inc.
0%
-$0.04 
FSCO FS Credit Opportunities Corp.
0%
$0 
GMED Globus Medical Inc.
0%
$0 
GLW Corning Incorporated
0%
-$0.99 
GOOG Alphabet Inc
0%
$0 
HD The Home Depot, Inc.
0%
+$0.01 
HNI HNI Corporation
0%
$0 
IBM International Business Machines Corporation
0%
$0 
INTC Intel Corporation
0%
$0 
IONQ IonQ, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
KO The Coca-Cola Company
0%
$0 
LMT Lockheed Martin Corporation
0%
-$0.06 
MA Mastercard Incorporated
0%
$0 
MAR Marriott International Inc. - Class A
0%
-$0.12 
MELI MercadoLibre, Inc.
0%
+$0.01 
MOD Modine Manufacturing Company
0%
$0 
MSFT Microsoft Corp.
0%
+$0.05 
NEM Newmont Corporation
0%
$0 
OGN Organon & Co.
0%
$0 
OZK Bank OZK
0%
+$0.02 
OXY Occidental Petroleum Corporation
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.01 
PCT PureCycle Technologies, Inc.
0%
$0 
PECO Phillips Edison & Company, Inc.
0%
$0 
PG Procter & Gamble Co
0%
-$0.01 
PHIN Phinia Inc.
0%
$0 
PZZA Papa John's International, Inc.
0%
$0 
QLYS Qualys, Inc.
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
RGLD Royal Gold Inc.
0%
$0 
RPD Rapid7 Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
SHOP Shopify Inc.
0%
$0 
SHEN Shenandoah Telecommunications Company
0%
$0 
T AT&T Inc.
0%
$0 
TRIP Tripadvisor Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
VLO Valero Energy Corporation
0%
-$0.01 
WMT Walmart Inc.
0%
$0 
ZION Zions Bancorporation, National Association
0%
$0 
AGZ iShares Agency Bond ETF
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
+$0.23 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
ARKK ARK Innovation ETF Fund
0%
$0 
AVLV Avantis U.S. Large Cap Value ETF
0%
-$0.01 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
0%
$0 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
0%
$0 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
-$0.01 
CGDV Capital Group Dividend Value ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DFLV Dimensional US Large Cap Value ETF
0%
-$0.09 
DFEB FT Vest U.S. Equity Deep Buffer ETF
0%
-$0.01 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DOCT FT Vest U.S. Equity Deep Buffer Fund
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
FCOM Fidelity MSCI Communication Services Index ETF
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
+$0.11 
FOCT FT Vest U.S. Equity Buffer ETF
0%
$0 
FUTY Fidelity MSCI Utilities Index ETF
0%
$0 
FSEP FT Vest U.S. Equity Buffer E Fund
0%
$0 
FSTA Fidelity MSCI Consumer Staples Index ETF
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
GCOW Pacer Global Cash Cows Dividend ETF
0%
$0 
GWX SPDR S&P International Small Cap ETF
0%
$0 
HEFA iShares Currency Hedged MSCI EAFE ETF
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IAU iShares Gold Trust
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
-$0.05 
IWB iShares Russell 1000 ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IXN iShares Global Tech ETF
0%
+$0.02 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MDYV SPDR S&P 400 Mid Cap Value ETF
0%
$0 
OIH VanEck Oil Services ETF
0%
+$0.48 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
QTEC First Trust NASDAQ-100 Technology Index Fund
0%
-$0.02 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
0%
+$0.02 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SLV iShares Silver Trust
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
SLYV SPDR S&P 600 Small Cap Value ETF
0%
$0 
SPY SPDR S&P 500 ETF Trust
0%
+$0.02 
SPTS SPDR Portfolio Short Term Treasury ETF
0%
$0 
SRVR Pacer Data & Infrastructure Real Estate ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
-$0.01 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
URNM Sprott Uranium Miners ETF
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
-$1.47 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VOT Vanguard Mid-Cap Growth ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
-$0.17 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.01 
VXF Vanguard Extended Market ETF
0%
-$0.09 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.04 
VUG Vanguard Growth ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
VRIG Invesco Variable Rate Investment Grade ETF
0%
$0 
XBIL U.S. Treasury 6-Month Bill ETF
0%
-$0.14 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
XNTK SPDR NYSE Technology ETF
0%
+$0.01 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
VG Venture Global Inc.
0%
$0 
P Everpure Inc.
0%
$0 
REGS Columbia Large Cap Growth ETF
0%
$0 G200
G2004J103
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
-38.02%
-$383.92 
SOFI SoFi Technologies, Inc.
-6.69%
-$14,628.84 
AG First Majestic Silver Corp
-6.61%
-$998,186.76 
GEV GE Vernova Inc.
-6.2%
-$84,549.03 
DHT DHT Holdings Inc.
-6.17%
-$17,262.64 
MSTR Strategy Inc.
-5.87%
-$295,511.37 
PENN PENN Entertainment, Inc.
-5.53%
-$49,106.2 
ETN Eaton Corporation plc
-4.54%
-$583,391.04 
AMAT Applied Materials, Inc.
-3.79%
-$11,587.38 
PLTR Palantir Technologies Inc.
-3.69%
-$120,120 
META Meta Platforms Inc Class A
-3.27%
-$106,828.89 
NVDA NVIDIA Corporation
-3.16%
-$96,192.06 
RIVN Rivian Automotive, Inc.
-3.14%
-$5,349.54 
AVGO Broadcom Inc.
-3.1%
-$16,014.88 
CAT Caterpillar Inc.
-3.08%
-$205,132.37 
AU AngloGold Ashanti plc
-3.07%
-$34,428.12 
XLK State Street Technology Select Sector SPDR ETF
-2.98%
-$35,474.46 
VONG Vanguard Russell 1000 Growth Fund
-2.22%
-$5,633.76 
TSLA Tesla, Inc.
-2.15%
-$44,788.5 
QQQ Invesco QQQ Trust, Series 1
-1.97%
-$401,538.3 
IBIT iShares Bitcoin Trust
-1.89%
-$755,916.16 
TROW T. Rowe Price Group, Inc.
-1.75%
-$15,632.64 
GOOGL Alphabet Inc
-1.74%
-$37,558.32 
IJR iShares Core S&P Small-Cap ETF
-1.59%
-$6,037.83 
GLD SPDR Gold Shares
-1.49%
-$8,622.27 
GS The Goldman Sachs Group, Inc.
-1.48%
-$10,129.94 
SPEM SPDR Portfolio Emerging Markets ETF
-1.32%
-$35,808.93 
V Visa Inc. Class A
-1.17%
-$4,106.82 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.14%
-$3,254.4 
XAR SPDR S&P Aerospace & Defense ETF
-1.14%
-$5,533.09 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.1%
-$7,101.05 
DFUS Dimensional U.S. Equity Market ETF
-1.1%
-$5,866.44 
VOO Vanguard S&P 500 ETF
-1.09%
-$338,617.91 
HSBC HSBC Holdings plc Sponsored ADR
-0.99%
-$2,350 
CRM Salesforce Inc
-0.87%
-$8,923.92 
ASAN Asana Inc.
-0.51%
-$1,242.8 
GE General Electric Company
-0.2%
-$2,850.58 
MUB iShares National Muni Bond ETF
-0.12%
-$349.8 
JEPI JPMorgan Equity Premium Income Fund
-0.1%
-$810.36 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 5104 | Longs Won 3237/5104 63% | Profit Factor 2.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $391,365.09 |
| Average Win $93,444.39 | Best Trade (Oct 15) $9.17M | Sharpe Ratio -9.2 |
| Average Loss -$58,431.78 | Worst Trade (Sep 30) -$5.59M | Z-Score 4.14 (100%) |
| Commissions $0 | Avg. Trade Length 2y 4m 1w 1d | Expectancy $37,889.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 42,165 | $5.91M | $14.46M | - | $8.55M | 144.64% | +0.495% |
| AES AES Corporation | 121,512 | $1.49M | $1.82M | - | $326,567.78 | 21.85% | 0.0 |
| AG First Majestic Silver Corp | 924,247 | $15.41M | $14.09M | - | -$1.31M | -8.51% | -6.614% |
| AGG iShares Core U.S. Aggregate Bond ETF | 567,447 | $56.13M | $53.74M | - | -$2.39M | -4.26% | 0.0 |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 4,634 | $203,548.78 | $191,847.6 | - | -$11,701.18 | -5.75% | 0.0 |
| AGZ iShares Agency Bond ETF | 2,283 | $263,026.75 | $243,036.76 | - | -$19,989.99 | -7.6% | 0.0 |
| AKAM Akamai Technologies Inc. | 2,702 | $235,749.5 | $270,010.86 | - | $34,261.36 | 14.53% | 0.0 |
| AMAT Applied Materials, Inc. | 658 | $169,099.42 | $293,882.54 | - | $124,783.12 | 73.79% | -3.793% |
| AMD Advanced Micro Devices, Inc. | 2,201 | $236,335.39 | $1.33M | - | $1.1M | 463.93% | 0.0 |
| AMSC American Superconductor Corporation | 5,623 | $190,338.55 | $161,436.33 | - | -$28,902.22 | -15.18% | 0.0 |
| AMT American Tower Corporation | 6,064 | $1.37M | $1.09M | - | -$283,423.85 | -20.67% | 0.0 |
| AMZN Amazon.com Inc | 7,193 | $947,160.27 | $1.86M | - | $912,805.6 | 96.37% | 0.0 |
| APD Air Products and Chemicals, Inc. | 2,593 | $735,030.96 | $749,273.25 | - | $14,242.29 | 1.94% | 0.0 |
| ARCO Arcos Dorados Holdings Inc. | 205,753 | $1.25M | $1.64M | - | $398,742.86 | 32.02% | 0.0 |
| ARKK ARK Innovation ETF Fund | 5,731 | $521,150.03 | $499,571.27 | - | -$21,578.76 | -4.14% | 0.0 |
| ASAN Asana Inc. | 24,856 | $378,990.02 | $243,837.36 | - | -$135,152.66 | -35.66% | -0.507% |
| AU AngloGold Ashanti plc | 12,252 | $1.15M | $1.09M | - | -$58,023.99 | -5.06% | -3.066% |
| AVGO Broadcom Inc. | 1,448 | $260,386.99 | $501,370 | - | $240,983.01 | 92.55% | -3.095% |
| AVLV Avantis U.S. Large Cap Value ETF | 6,283 | $333,592.89 | $584,507.48 | - | $250,914.59 | 75.22% | 0.0 |
| AVUS Avantis U.S. Equity ETF | 22,621 | $1.59M | $2.95M | - | $1.36M | 85.92% | 0.0 |
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 James Gambaccini?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $22.08M, Apple Inc - $13.76M, Vanguard Growth ETF - $13.32M, Vanguard Small-Cap ETF - $8.53M, and Avantis U.S. Equity ETF - $8.3M. 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: Defiance Daily 2x Long Master Fund - $9.2M, Vanguard Mid-Cap ETF - $3.49M, Block, Inc - $2.51M, Alibaba Group Holding Limited SP ADR - $2.25M, and Appian Corporation - $2.22M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does James Gambaccini's portfolio generate?
The portfolio generates substantial dividend income, with a total of $56.9M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $6.33M, U.S. Treasury 6-Month Bill ETF - $4.66M, iShares Core U.S. Aggregate Bond ETF - $4.58M, SPDR Portfolio Short Term Treasury ETF - $4.13M, and Vanguard S&P 500 ETF - $4.12M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are James Gambaccini's monthly returns?
James Gambaccini's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can James Gambaccini's strategy be considered aggressive or moderate?
James Gambaccini's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow James Gambaccini's strategy?
James Gambaccini's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
2026 © Marketlog. All Rights Reserved.
