Brucke Financial Inc. Portfolio
Invests via Brucke Financial Inc. | Managed by Andrew James Hawickhorst
Invests via Brucke Financial Inc.
Managed by Andrew James Hawickhorst
Automatically Tracked
Company Profile
A boutique wealth and investment advisory firm focused on serving high-net-worth individuals and small institutions, Brucke Financial Inc. offers discretionary portfolio management, financial planning and retirement solutions. The firm emphasizes fixed-income and multi-asset allocations, tax-aware strategies and personalized client service. Relevant to investors and intermediaries, Brucke positions itself as a conservative, client-centric manager targeting stable returns and capital preservation across market cycles.
A boutique wealth and investment advisory firm focused on serving high-net-worth individuals and small institutions, Brucke Financial Inc. offers discretionary portfolio management, financial planning and retirement solutions. The firm emphasizes fixed-income and multi-asset allocations, tax-aware strategies and personalized client service. Relevant to investors and intermediaries, Brucke positions itself as a conservative, client-centric manager targeting stable returns and capital preservation across market cycles.
Investment Philosophy & Strategy
Boutique wealth manager that prioritizes capital preservation through conservative, tax-aware multi-asset strategies. Emphasizes high-quality fixed income, diversified income sources, and tactical asset allocation to manage interest-rate and credit risk. Employs discretionary mandates, personalized planning, and liability-aware portfolios for HNW clients and small institutions. Risk framework centers on downside protection, low turnover, fee sensitivity, and transparent reporting to deliver stable, after-tax returns across cycles.
Boutique wealth manager that prioritizes capital preservation through conservative, tax-aware multi-asset strategies. Emphasizes high-quality fixed income, diversified income sources, and tactical asset allocation to manage interest-rate and credit risk. Employs discretionary mandates, personalized planning, and liability-aware portfolios for HNW clients and small institutions. Risk framework centers on downside protection, low turnover, fee sensitivity, and transparent reporting to deliver stable, after-tax returns across cycles.
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:
3.55%
Gain
Monthly
0.19%
Yearly
2.28%
Drawdown
20.45%
$212.84M
Equity
Holdings
$212.84M
Investment
$185.17M
$31.82M
Profit -$1.14M
Realized
$4.15M
Unrealized
$27.67M
Dividends
$4.5M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.14M
Win %
65%
This Week
Compared To Last Week
Gain
-0.6%
Profit
-$1.28M
Win %
65%
This Month
Compared to last month
Gain
-0.41%
Profit
-$881,334.23
Win %
65%
This Year
Compared to last year
Gain
7.97%
Profit
$15.72M
Win %
67%
GE General Electric Company
+2.78%
+$15,594.46 
NOC Northrop Grumman Corporation
+2.46%
+$8,732.14 
NGG National Grid plc Sponsored ADR
+2.41%
+$5,954.08 
SHEL Shell plc
+2.31%
+$9,850 
CSCO Cisco Systems, Inc.
+2.05%
+$16,561.37 
MRK Merck & Co., Inc.
+2.01%
+$14,584.75 
ABT Abbott Laboratories
+1.79%
+$3,669.21 
UNH UnitedHealth Group Incorporated
+1.74%
+$9,798.24 
ABBV AbbVie Inc.
+1.7%
+$11,158.53 
JNJ Johnson & Johnson
+1.64%
+$17,182.09 
MOG-A Moog Inc.
+1.61%
+$5,477.96 
XOM Exxon Mobil Corporation
+1.41%
+$16,270.85 
CVX Chevron Corporation
+1.37%
+$5,406.02 
WELL Welltower Inc.
+1.32%
+$7,584 
VST Vistra Corp
+1.32%
+$7,615.4 
LMT Lockheed Martin Corporation
+1.27%
+$8,214.74 
ORCL Oracle Corporation
+1.26%
+$8,338.27 
GILD Gilead Sciences Inc.
+1.25%
+$4,263.6 
VZ Verizon Communications Inc.
+1.19%
+$5,960.24 
RTX RTX Corporation
+1.16%
+$4,304.25 
NVS Novartis AG Sponsored ADR
+1.14%
+$7,906.56 
AMRX Amneal Pharmaceuticals Inc.
+1.14%
+$3,108.41 
LLY Eli Lilly and Company
+1.06%
+$15,078.9 
OGS One Gas Inc.
+0.99%
+$2,104.56 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.96%
+$1,715.87 
GEV GE Vernova Inc.
+0.96%
+$2,934.84 
EQIX Equinix, Inc.
+0.93%
+$2,788.62 
T AT&T Inc.
+0.92%
+$7,700.47 
TMUS T-Mobile US, Inc.
+0.91%
+$11,093.28 
AMT American Tower Corporation
+0.89%
+$1,866 
INSM Insmed Inc.
+0.85%
+$1,140.23 
PAGP Plains GP Holdings, L.P.
+0.82%
+$1,745.94 
MU Micron Technology, Inc.
+0.8%
+$9,404.4 
BRK-B Berkshire Hathaway Inc.
+0.78%
+$14,714.64 
WMT Walmart Inc.
+0.77%
+$24,489.72 
CAT Caterpillar Inc.
+0.64%
+$14,563.8 
DUK Duke Energy Corporation
+0.6%
+$2,318 
EA Electronic Arts Inc.
+0.57%
+$2,593.15 
WFC Wells Fargo & Company
+0.5%
+$6,390.56 
TJX The TJX Companies, Inc.
+0.48%
+$1,888.48 
JPM JPMorgan Chase & Co.
+0.41%
+$7,524.95 
CRC California Resources Corp
+0.4%
+$637.56 
RY Royal Bank of Canada
+0.32%
+$915.63 
PG Procter & Gamble Co
+0.28%
+$988.26 
CMC Commercial Metals Company
+0.26%
+$610.13 
BAC Bank of America Corporation
+0.25%
+$4,016.05 
TD The Toronto-Dominion Bank
+0.22%
+$999.54 
DDS Dillard's Inc.
+0.22%
+$701.52 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.16%
+$436.23 
KCCA KraneShares California Carbon Allowance Strategy ETF
+0.15%
+$990.5 
MBB iShares MBS ETF
+0.14%
+$5,300.37 
AAPL Apple Inc.
+0.14%
+$10,438.38 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.14%
+$1,149.71 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.13%
+$8,372.4 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.1%
+$793.26 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.1%
+$6,646.83 
JXN Jackson Financial Inc.
+0.09%
+$311.19 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$471.62 
ICLO Invesco AAA CLO Floating Rate Note ETF
+0.08%
+$1,389.94 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.07%
+$393.75 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.07%
+$333.34 
DCRE DoubleLine Commercial Real Estate ETF
+0.06%
+$494.43 
VYM Vanguard High Dividend Yield ETF
+0.06%
+$141.93 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.06%
+$2,787.21 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.04%
+$844.47 
VGSH Vanguard Short-Term Treasury Fund
+0.03%
+$1,577.52 
JSI Janus Henderson Securitized Income ETF
+0.03%
+$190.28 
AZN AstraZeneca PLC American Depositary Shares
+0.02%
+$36.33 
HSBC HSBC Holdings plc Sponsored ADR
+0.02%
+$86.56 
BNDX Vanguard Total International Bond ETF
+0.01%
+$79.72 
IAGG iShares International Aggregate Bond Fund
+0.01%
+$24.94 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$167.53 
BPRE
0%
$0 
CLOZ Panagram BBB-B CLO ETF
0%
$0 
FOLD Amicus Therapeutics, Inc.
0%
$0 
MGY Magnolia Oil & Gas Corp.
0%
$0 
PCMM
0%
$0 
NFLX Netflix, Inc.
-7.49%
-$70,705.58 
META Meta Platforms Inc Class A
-5.12%
-$231,165.22 
GMED Globus Medical Inc.
-4.74%
-$14,638.19 
AMAT Applied Materials, Inc.
-4.2%
-$49,632.84 
APP AppLovin Corporation Class A Common Stock
-4.18%
-$11,571.1 
IBM International Business Machines Corporation
-3.71%
-$12,837.27 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-3.11%
-$9,295.33 
FNB F.N.B. Corporation
-3.05%
-$16,699.87 
INTC Intel Corporation
-3.03%
-$24,205.02 
TSLA Tesla, Inc.
-2.86%
-$35,230.83 
ACN Accenture plc Class A
-2.76%
-$8,916.84 
PLTR Palantir Technologies Inc.
-2.45%
-$14,051.63 
HCA HCA Healthcare Inc.
-2.34%
-$4,993.59 
GSK GSK plc Sponsored ADR
-2.28%
-$4,395.84 
MSBI Midland States Bancorp Inc.
-2.27%
-$8,455.68 
MSFT Microsoft Corp.
-2.26%
-$84,568.68 
SAP SAP SE Sponsored ADR
-2.24%
-$7,447.86 
SHOP Shopify Inc.
-2.23%
-$7,510.68 
KO The Coca-Cola Company
-2.21%
-$5,782.88 
LRCX Lam Research Corporation
-2.14%
-$21,935.91 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-2%
-$5,770.57 
AEIS Advanced Energy Industries Inc.
-1.89%
-$8,723.72 
VWO Vanguard FTSE Emerging Markets ETF
-1.87%
-$76,943.9 
GOOGL Alphabet Inc
-1.82%
-$103,696.08 
DIS The Walt Disney Company
-1.75%
-$16,788.65 
BITB Bitwise Bitcoin ETF
-1.74%
-$3,602.78 
AMD Advanced Micro Devices, Inc.
-1.71%
-$21,221.1 
V Visa Inc. Class A
-1.7%
-$18,093.78 
GS The Goldman Sachs Group, Inc.
-1.69%
-$9,413.21 
QCOM QUALCOMM Incorporated
-1.61%
-$13,634.24 
MA Mastercard Incorporated
-1.6%
-$9,209.69 
OBDC Blue Owl Capital Corporation
-1.56%
-$3,610.43 
ASML ASML Holding N.V. New York Registry Shares
-1.56%
-$21,371.42 
BGC BGC Group, Inc.
-1.53%
-$2,305.62 
AXP American Express Company
-1.53%
-$9,821.28 
BCS Barclays PLC Sponsored ADR
-1.47%
-$4,229.68 
CRM Salesforce Inc
-1.44%
-$10,236.39 
PNFP Pinnacle Financial Partners Inc.
-1.41%
-$11,073.34 
NVDA NVIDIA Corporation
-1.41%
-$109,494.1 
UBS UBS Group AG
-1.4%
-$4,182.75 
CRH CRH plc
-1.37%
-$3,832.35 
MMSI Merit Medical Systems, Inc.
-1.36%
-$3,954.45 
INTU Intuit Inc.
-1.32%
-$4,138.97 
CVNA Carvana Co.
-1.27%
-$5,226.8 
GBDC Golub Capital BDC, Inc.
-1.2%
-$2,999.52 
LOW Lowe's Companies Inc.
-1.12%
-$3,261.06 
AVGO Broadcom Inc.
-1.12%
-$24,185.48 
LFUS Littelfuse Inc.
-1.05%
-$3,438.64 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.99%
-$6,188.32 
C Citigroup Inc.
-0.98%
-$9,794.27 
SCHC Schwab International Small-Cap Equity ETF
-0.94%
-$50,446.31 
BXSL Blackstone Secured Lending Fund
-0.91%
-$1,925.44 
WTS Watts Water Technologies Inc.
-0.85%
-$2,393.9 
DHR Danaher Corporation
-0.84%
-$2,133.09 
MS Morgan Stanley
-0.84%
-$5,870.64 
TEX Terex Corporation
-0.81%
-$2,097.74 
GM General Motors Company
-0.8%
-$1,673.38 
TM Toyota Motor Corporation
-0.8%
-$1,983.17 
SAN Banco Santander S.A. Sponsored ADR
-0.77%
-$1,328.57 
SCHX Schwab U.S. Large-Cap ETF
-0.76%
-$13,590.45 
SCHK Schwab 1000 Index ETF
-0.73%
-$2,369.63 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.71%
-$2,042.27 
FNDC Schwab Fundamental International Small Company Index ETF
-0.7%
-$1,656.48 
ADBE Adobe Inc.
-0.68%
-$3,115.35 
PEP PepsiCo, Inc.
-0.67%
-$2,037.63 
VTWO Vanguard Russell 2000 ETF
-0.67%
-$32,139.47 
CRUS Cirrus Logic, Inc.
-0.62%
-$1,425.45 
TEL TE Connectivity plc
-0.61%
-$1,621.14 
AMZN Amazon.com Inc
-0.6%
-$33,892.5 
HD The Home Depot, Inc.
-0.59%
-$3,040.93 
BTI British American Tobacco p.l.c. ADR
-0.58%
-$1,553.44 
SCHA Schwab U.S. Small-Cap ETF
-0.56%
-$4,011.85 
CMCSA Comcast Corp
-0.5%
-$2,035.2 
SANM Sanmina Corporation
-0.48%
-$1,848.67 
SCHF Schwab International Equity ETF
-0.44%
-$6,250.27 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.41%
-$106,311.97 
NEM Newmont Corporation
-0.34%
-$1,005.64 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.33%
-$1,639.99 
MCD McDonald's Corporation
-0.33%
-$808.2 
FDX FedEx Corporation
-0.29%
-$1,163.43 
PBFR PGIM Laddered Fixed Income Fund ETF
-0.23%
-$45,700.13 
BUD Anheuser-Busch InBev S.A. ADR
-0.17%
-$734 
COST Costco Wholesale Corporation
-0.16%
-$1,191 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.14%
-$712.08 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$1,661.49 
MUB iShares National Muni Bond ETF
-0.07%
-$879.3 
ARCC Ares Capital Corporation
-0.03%
-$62.68 
LIN Linde plc
-0.03%
-$141.96 
PLD Prologis Inc.
-0.01%
-$117.78 Events
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Dividends
Dividend Analysis
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| Trades 917 | Longs Won 607/917 66% | Profit Factor 5.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $169,721.38 |
| Average Win $63,331.78 | Best Trade (Jul 15) $2.34M | Sharpe Ratio -58.57 |
| Average Loss -$21,377.49 | Worst Trade (Jul 13) -$657,114.73 | Z-Score 1.04 (70.2%) |
| Commissions $0 | Avg. Trade Length 9m 3w 3d | Expectancy $34,695.06 |
| 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 | 10,000 | 9,000 | 8,000 | 7,000 | 6,000 | 5,000 | 4,000 | 3,000 | 2,000 | 1,000 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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