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:
30.39%
Gain +0.28%
Monthly
1.24%
Yearly
15.96%
Drawdown
15.36%
$228.27M
Equity
Holdings
$228.27M
Investment
$197.97M
$35.53M
Profit +$475,047.14
Realized
$5.24M
Unrealized
$30.3M
Dividends
$5.45M
Goals
Avg. 60.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.28%
Profit
$475,047.14
Win %
61%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$558,436.81
Win %
61%
This Month
Compared to last month
Gain
0.6%
Profit
$1.35M
Win %
61%
This Year
Compared to last year
Gain
1.05%
Profit
$2.38M
Win %
64%
MOG-A Moog Inc.
+4.61%
+$14,069.88 
CMC Commercial Metals Company
+3.31%
+$8,705.47 
NEM Newmont Corporation
+2.94%
+$11,825.2 
C Citigroup Inc.
+2.76%
+$22,098.45 
GE General Electric Company
+2.67%
+$14,659.34 
RTX RTX Corporation
+2.59%
+$10,155.9 
BTI British American Tobacco p.l.c. ADR
+2.55%
+$5,600.32 
LMT Lockheed Martin Corporation
+2.55%
+$14,139.94 
JPM JPMorgan Chase & Co.
+2.19%
+$39,454.31 
NOC Northrop Grumman Corporation
+2.15%
+$7,149.51 
GM General Motors Company
+2.02%
+$5,213.65 
NGG National Grid plc Sponsored ADR
+2%
+$3,911.78 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.99%
+$3,333.01 
BP BP p.l.c. Sponsored ADR
+1.95%
+$6,601.77 
CRH CRH plc
+1.92%
+$3,801.48 
SHEL Shell plc
+1.89%
+$10,591.84 
WFC Wells Fargo & Company
+1.82%
+$21,113.65 
BCS Barclays PLC Sponsored ADR
+1.71%
+$3,526.38 
TXN Texas Instruments Inc
+1.66%
+$4,449.43 
MSBI Midland States Bancorp Inc.
+1.66%
+$6,240.24 
CMCSA Comcast Corp
+1.65%
+$6,030 
ACN Accenture plc Class A
+1.49%
+$8,877.5 
BAC Bank of America Corporation
+1.44%
+$15,742.59 
LIN Linde plc
+1.42%
+$7,467.57 
AXP American Express Company
+1.4%
+$6,901.99 
GEV GE Vernova Inc.
+1.4%
+$3,709.47 
BUD Anheuser-Busch InBev S.A. ADR
+1.39%
+$6,682.82 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+1.37%
+$3,813.1 
CVNA Carvana Co.
+1.37%
+$4,689.5 
AMT American Tower Corporation
+1.33%
+$3,049.2 
PEP PepsiCo, Inc.
+1.29%
+$3,602.2 
FNB F.N.B. Corporation
+1.28%
+$7,484.84 
HSBC HSBC Holdings plc Sponsored ADR
+1.28%
+$5,781.38 
POR Portland General Electric Company
+1.24%
+$2,320.07 
TJX The TJX Companies, Inc.
+1.22%
+$5,617.92 
CRUS Cirrus Logic, Inc.
+1.2%
+$2,380.76 
SCZ iShares MSCI EAFE Small-Cap ETF
+1.18%
+$7,866.21 
JNJ Johnson & Johnson
+1.17%
+$12,725.04 
LLY Eli Lilly and Company
+1.17%
+$17,506.14 
ADI Analog Devices, Inc.
+1.16%
+$2,411.8 
UBS UBS Group AG
+1.15%
+$3,026.65 
PG Procter & Gamble Co
+1.13%
+$4,270.22 
DUK Duke Energy Corporation
+1.13%
+$5,693.66 
SCHC Schwab International Small-Cap Equity ETF
+1.12%
+$64,698.58 
KO The Coca-Cola Company
+1.11%
+$3,580.2 
HD The Home Depot, Inc.
+1.08%
+$5,221.44 
RY Royal Bank of Canada
+1.07%
+$2,738.78 
GS The Goldman Sachs Group, Inc.
+1.06%
+$4,083.18 
DIS The Walt Disney Company
+1.05%
+$11,125.56 
LOW Lowe's Companies Inc.
+1.01%
+$2,308.84 
PNFP Pinnacle Financial Partners Inc.
+0.98%
+$3,663.93 
BRK-B Berkshire Hathaway Inc.
+0.97%
+$19,770.52 
TD The Toronto-Dominion Bank
+0.96%
+$4,088.25 
ASML ASML Holding N.V. New York Registry Shares
+0.96%
+$11,658.26 
CVX Chevron Corporation
+0.95%
+$4,984.65 
TMUS T-Mobile US, Inc.
+0.95%
+$8,217.36 
BMO Bank of Montreal
+0.92%
+$1,788.57 
FNDC Schwab Fundamental International Small Company Index ETF
+0.87%
+$2,196.01 
FDX FedEx Corporation
+0.85%
+$3,459.24 
MS Morgan Stanley
+0.84%
+$4,017.78 
AAPL Apple Inc.
+0.81%
+$62,672.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.76%
+$208,234.35 
SCHF Schwab International Equity ETF
+0.74%
+$10,613.6 
VZ Verizon Communications Inc.
+0.73%
+$5,581.23 
MRK Merck & Co., Inc.
+0.73%
+$6,717.22 
MGY Magnolia Oil & Gas Corp.
+0.69%
+$1,744.37 
V Visa Inc. Class A
+0.68%
+$7,619.4 
VYM Vanguard High Dividend Yield ETF
+0.67%
+$1,624.26 
TSLA Tesla, Inc.
+0.66%
+$8,508.5 
RUSHA Rush Enterprises Inc.
+0.64%
+$1,850.01 
WTS Watts Water Technologies Inc.
+0.63%
+$1,668.04 
JXN Jackson Financial Inc.
+0.62%
+$2,597.76 
IVOL Quadratic Interest Rate Volatility and Inflation Hedge ETF
+0.59%
+$3,591.2 
COST Costco Wholesale Corporation
+0.58%
+$4,135.04 
T AT&T Inc.
+0.57%
+$5,646.65 
NVDA NVIDIA Corporation
+0.53%
+$44,423.36 
NVS Novartis AG Sponsored ADR
+0.49%
+$2,204.26 
CAT Caterpillar Inc.
+0.47%
+$8,751.31 
SAN Banco Santander S.A. Sponsored ADR
+0.45%
+$690.3 
TEL TE Connectivity plc
+0.38%
+$984 
WMT Walmart Inc.
+0.36%
+$11,965.49 
ABBV AbbVie Inc.
+0.33%
+$2,641.65 
TEX Terex Corporation
+0.3%
+$567.36 
URI United Rentals, Inc.
+0.27%
+$658 
PBFR PGIM Laddered Fixed Income Fund ETF
+0.25%
+$53,733.04 
MPC Marathon Petroleum Corporation
+0.24%
+$976.71 
EQIX Equinix, Inc.
+0.24%
+$690.71 
MA Mastercard Incorporated
+0.22%
+$1,339.6 
FELE Franklin Electric Co., Inc.
+0.22%
+$467.28 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$2,443.91 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.14%
+$620.34 
PLD Prologis Inc.
+0.11%
+$782.6 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$638.58 
ENS EnerSys
+0.1%
+$170.81 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$5,787.96 
SAP SAP SE Sponsored ADR
+0.1%
+$710.16 
VST Vistra Corp
+0.1%
+$503.1 
CLOZ Panagram BBB-B CLO ETF
+0.1%
+$985.55 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.09%
+$315.3 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.08%
+$824.36 
MBB iShares MBS ETF
+0.07%
+$3,259.43 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.07%
+$4,693.64 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.07%
+$381.99 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.07%
+$3,508.85 
WELL Welltower Inc.
+0.06%
+$393.3 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.06%
+$334.68 
AMZN Amazon.com Inc
+0.06%
+$3,329.01 
ARCC Ares Capital Corporation
+0.05%
+$117.9 
SCHK Schwab 1000 Index ETF
+0.04%
+$125.75 
MUB iShares National Muni Bond ETF
+0.03%
+$424.65 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.03%
+$2,024.03 
DCRE DoubleLine Commercial Real Estate ETF
+0.03%
+$302.16 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.02%
+$70.02 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.02%
+$418.11 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$570.56 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.01%
+$97.18 
SHOP Shopify Inc.
+0.01%
+$27.17 
EA Electronic Arts Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
KCCA KraneShares California Carbon Allowance Strategy ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 BPRE
BPRE
0%
$0 PCMM
PCMM
0%
$0 
PANW Palo Alto Networks, Inc.
-3.75%
-$12,047.83 
FTNT Fortinet Inc.
-3.43%
-$9,133.1 
SANM Sanmina Corporation
-2.86%
-$7,405.86 
MU Micron Technology, Inc.
-2.85%
-$40,503.36 
AMD Advanced Micro Devices, Inc.
-2.79%
-$37,609.74 
LRCX Lam Research Corporation
-2.69%
-$24,120.6 
CRM Salesforce Inc
-2.31%
-$23,185.16 
INTC Intel Corporation
-2.18%
-$14,774.24 
AEIS Advanced Energy Industries Inc.
-2.1%
-$3,893.44 
NFLX Netflix, Inc.
-2.06%
-$18,671.06 
ORCL Oracle Corporation
-2.05%
-$14,849.45 
UNH UnitedHealth Group Incorporated
-2.02%
-$11,349.17 
PLTR Palantir Technologies Inc.
-2.02%
-$17,957.7 
KLAC KLA Corporation
-1.94%
-$4,505.55 
META Meta Platforms Inc Class A
-1.68%
-$94,179.49 
AMAT Applied Materials, Inc.
-1.58%
-$14,320.13 
AVGO Broadcom Inc.
-1.57%
-$33,750.34 
ANET Arista Networks, Inc.
-1.56%
-$3,837.92 
ADBE Adobe Inc.
-1.37%
-$7,268.72 
INTU Intuit Inc.
-1.34%
-$5,772.3 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-1.28%
-$12,623.74 
APP AppLovin Corporation Class A Common Stock
-1.07%
-$1,899.01 
MMSI Merit Medical Systems, Inc.
-1.02%
-$3,847.48 
GILD Gilead Sciences Inc.
-0.89%
-$3,448.2 
CSCO Cisco Systems, Inc.
-0.78%
-$6,529.12 
QCOM QUALCOMM Incorporated
-0.73%
-$6,793.66 
HALO Halozyme Therapeutics Inc.
-0.71%
-$2,230.84 
QQQ Invesco QQQ Trust, Series 1
-0.68%
-$1,356.3 
GOOGL Alphabet Inc
-0.67%
-$38,704.5 
VWO Vanguard FTSE Emerging Markets ETF
-0.64%
-$28,794 
OBDC Blue Owl Capital Corporation
-0.63%
-$1,304.68 
GMED Globus Medical Inc.
-0.61%
-$1,797.89 
APH Amphenol Corporation
-0.54%
-$2,059.2 
LFUS Littelfuse Inc.
-0.48%
-$1,568.69 
MSFT Microsoft Corp.
-0.47%
-$26,712.97 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-0.37%
-$465.08 
PAGP Plains GP Holdings, L.P.
-0.33%
-$749.25 
IBM International Business Machines Corporation
-0.32%
-$1,289.08 
BXSL Blackstone Secured Lending Fund
-0.29%
-$667.52 
DDS Dillard's Inc.
-0.2%
-$645.26 
MCD McDonald's Corporation
-0.19%
-$466.71 
VTWO Vanguard Russell 2000 ETF
-0.19%
-$8,452.92 
SCHA Schwab U.S. Small-Cap ETF
-0.17%
-$1,103.63 
AMRX Amneal Pharmaceuticals Inc.
-0.11%
-$330.48 
UBER Uber Technologies, Inc.
-0.11%
-$228.48 
BITB Bitwise Bitcoin ETF
-0.11%
-$317.9 
BNDX Vanguard Total International Bond ETF
-0.09%
-$216.24 
ICLO Invesco AAA CLO Floating Rate Note ETF
-0.06%
-$640.14 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.05%
-$244.52 
GBDC Golub Capital BDC, Inc.
-0.04%
-$85.09 
JSI Janus Henderson Securitized Income ETF
-0.02%
-$234.11 
BGC BGC Group, Inc.
0%
-$3.96 Events
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Dividends
Dividend Analysis
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| Trades 1090 | Longs Won 708/1090 64% | Profit Factor 5.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $167,979.84 |
| Average Win $60,882.94 | Best Trade (Oct 15) $2.45M | Sharpe Ratio -11.17 |
| Average Loss -$19,821.98 | Worst Trade (Oct 15) -$384,612.41 | Z-Score 3.48 (99.95%) |
| Commissions $0 | Avg. Trade Length 10m 2w 2d | Expectancy $32,599.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 22,544 | $5.51M | $7.77M | - | $2.27M | 41.19% | +0.813% |
| ABBV AbbVie Inc. | 2,810 | $540,735.05 | $798,995.65 | - | $258,260.6 | 47.76% | +0.332% |
| ACN Accenture plc Class A | 2,650 | $718,553.98 | $604,915.5 | - | -$113,638.48 | -15.81% | +1.489% |
| ADBE Adobe Inc. | 2,113 | $806,655.65 | $524,509.99 | - | -$282,145.66 | -34.98% | -1.367% |
| ADI Analog Devices, Inc. | 517 | $205,337 | $211,253.95 | - | $5,916.95 | 2.88% | +1.155% |
| AEIS Advanced Energy Industries Inc. | 736 | $237,514.53 | $181,637.44 | - | -$55,877.09 | -23.53% | -2.099% |
| AMAT Applied Materials, Inc. | 2,109 | $358,956.09 | $892,570.98 | - | $533,614.89 | 148.66% | -1.579% |
| AMD Advanced Micro Devices, Inc. | 2,394 | $287,308.78 | $1.31M | - | $1.02M | 355.39% | -2.794% |
| AMRX Amneal Pharmaceuticals Inc. | 15,300 | $190,847.47 | $294,194.52 | - | $103,347.05 | 54.15% | -0.112% |
| AMT American Tower Corporation | 1,260 | $217,307.12 | $231,562.8 | - | $14,255.68 | 6.56% | +1.334% |
| AMZN Amazon.com Inc | 22,105 | $4.8M | $5.63M | - | $839,169.15 | 17.5% | +0.059% |
| ANET Arista Networks, Inc. | 1,328 | $225,601 | $242,612.32 | - | $17,011.32 | 7.54% | -1.557% |
| APH Amphenol Corporation | 4,680 | $206,294.4 | $379,314 | - | $173,019.6 | 83.87% | -0.54% |
| APP AppLovin Corporation Class A Common Stock | 633 | $199,914.04 | $174,891.57 | - | -$25,022.47 | -12.52% | -1.074% |
| ARCC Ares Capital Corporation | 11,673 | $210,347.72 | $220,971.06 | - | $10,623.34 | 5.05% | +0.053% |
| ASML ASML Holding N.V. New York Registry Shares | 736 | $731,239.9 | $1.23M | - | $500,294.2 | 68.42% | +0.956% |
| AVGO Broadcom Inc. | 6,227 | $1.47M | $2.11M | - | $640,160.15 | 43.54% | -1.574% |
| AXP American Express Company | 1,574 | $460,858.82 | $500,933.37 | - | $40,074.55 | 8.7% | +1.397% |
| BAC Bank of America Corporation | 21,131 | $960,075.88 | $1.11M | - | $148,139.41 | 15.43% | +1.441% |
| BCS Barclays PLC Sponsored ADR | 9,042 | $194,312.44 | $209,774.4 | - | $15,461.96 | 7.96% | +1.71% |
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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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FAQ
Which stocks have generated the highest profits for Brucke Financial Inc.?
The largest contributions to the portfolio's profits come from the following stocks: ASML Holding N.V. New York Registry Shares - $724,255.95, Vanguard Intermediate-Term Corporate Bond Fund - $549,846.62, Exxon Mobil Corporation - $506,714.03, Vanguard Intermediate-Term Treasury Fund - $449,593.08, and VANGUARD FTSE DEVELOPED MARKETS ETF - $370,632.89. 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: Integer Holdings Corporation - $223,538.01, Novo Nordisk A/S Sponsored ADR - $186,876.52, SAP SE Sponsored ADR - $176,928.2, Everforth, Inc - $143,403.39, and American Eagle Outfitters, Inc - $96,664.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brucke Financial Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.45M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $531,985.82, Vanguard Intermediate-Term Treasury Fund - $432,859.66, VANGUARD FTSE DEVELOPED MARKETS ETF - $370,632.89, Vanguard Short-Term Corporate Bond ETF - $285,107.14, and Vanguard Short-Term Treasury Fund - $244,393.57. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brucke Financial Inc.'s monthly returns?
Brucke Financial Inc.'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 Brucke Financial Inc.'s strategy be considered aggressive or moderate?
Brucke Financial Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Brucke Financial Inc.'s strategy?
Brucke Financial Inc.'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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