Sean Rooney Portfolio
Invests via Prospect Financial Services LLC | Managed by Sean Rooney
Invests via Prospect Financial Services LLC
Managed by Sean Rooney
Automatically Tracked
Sean Rooney Profile
Veteran private equity and operations executive focused on mid-market buyouts, value creation and growth strategies across healthcare and business services. Sean Rooney brings operational leadership, portfolio management and M&A experience from prior roles at operating companies and investment firms, with a track record of scaling revenue and improving margins. Often leads board-level transformation initiatives, strategic exits and capital raises; frequently cited for hands-on post-acquisition turnaround expertise.
Veteran private equity and operations executive focused on mid-market buyouts, value creation and growth strategies across healthcare and business services. Sean Rooney brings operational leadership, portfolio management and M&A experience from prior roles at operating companies and investment firms, with a track record of scaling revenue and improving margins. Often leads board-level transformation initiatives, strategic exits and capital raises; frequently cited for hands-on post-acquisition turnaround expertise.
Investment Philosophy & Strategy
Focuses on mid‑market control buyouts that pair operational rigor with growth initiatives, prioritizing healthcare and business services. Pursues hands‑on value creation through revenue scaling, margin improvement, and board‑level transformation post‑acquisition. Prefers active oversight, targeted M&A and disciplined use of leverage to de‑risk returns. Typical horizon is multi‑year (3–7 years) with exits driven by strategic sales or value‑accretive recapitalizations.
Focuses on mid‑market control buyouts that pair operational rigor with growth initiatives, prioritizing healthcare and business services. Pursues hands‑on value creation through revenue scaling, margin improvement, and board‑level transformation post‑acquisition. Prefers active oversight, targeted M&A and disciplined use of leverage to de‑risk returns. Typical horizon is multi‑year (3–7 years) with exits driven by strategic sales or value‑accretive recapitalizations.
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:
15.73%
Gain
Monthly
0.48%
Yearly
5.92%
Drawdown
31.01%
$186.28M
Equity
Holdings
$186.28M
Investment
$137.76M
$64.24M
Profit -$482,403.37
Realized
$15.72M
Unrealized
$48.52M
Dividends
$8.37M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$482,403.37
Win %
75%
This Week
Compared To Last Week
Gain
0.67%
Profit
$1.24M
Win %
75%
This Month
Compared to last month
Gain
1.08%
Profit
$1.98M
Win %
75%
This Year
Compared to last year
Gain
14.18%
Profit
$23.13M
Win %
74%
PYPL PayPal Holdings Inc
+3.28%
+$17,803.24 
T AT&T Inc.
+3.22%
+$7,769.29 
VZ Verizon Communications Inc.
+2.91%
+$27,800.85 
COST Costco Wholesale Corporation
+2.6%
+$7,104.33 
UNH UnitedHealth Group Incorporated
+2.6%
+$20,415.35 
WMT Walmart Inc.
+2.49%
+$5,255.6 
MA Mastercard Incorporated
+2.37%
+$5,808.46 
XLV Health Care Select Sector SPDR Fund
+2.34%
+$69,005.19 
MCD McDonald's Corporation
+2.31%
+$4,743 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$29,835.96 
LOW Lowe's Companies Inc.
+2.04%
+$8,297.77 
V Visa Inc. Class A
+1.94%
+$4,668.12 
FHLC Fidelity MSCI Health Care Index ETF
+1.92%
+$28,204.36 
VNO Vornado Realty Trust
+1.88%
+$52,660.5 
MSFT Microsoft Corp.
+1.78%
+$31,262.41 
LLY Eli Lilly and Company
+1.73%
+$27,630.75 
PAA Plains All American Pipeline, L.P.
+1.58%
+$18,850.39 
SLG SL Green Realty Corp.
+1.54%
+$196,735.5 
ET Energy Transfer L.P.
+1.43%
+$47,073.17 
KMI Kinder Morgan, Inc.
+1.41%
+$8,582.21 
PFE Pfizer Inc.
+1.29%
+$2,305.2 
CVX Chevron Corporation
+1.26%
+$2,872.8 
AAPL Apple Inc.
+1.25%
+$74,464.98 
UBER Uber Technologies, Inc.
+1.1%
+$6,177.6 
HD The Home Depot, Inc.
+1.09%
+$2,428.7 
XOM Exxon Mobil Corporation
+1.02%
+$24,827.17 
SO The Southern Company
+1.02%
+$3,034.93 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.01%
+$5,006.1 
DGRO iShares Core Dividend Growth ETF
+0.92%
+$5,353.06 
IUSV iShares Core S&P U.S. Value ETF
+0.69%
+$4,114.94 
IJR iShares Core S&P Small-Cap ETF
+0.61%
+$7,125.91 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.61%
+$3,999.37 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$23,256.67 
FDVV Fidelity High Dividend ETF
+0.46%
+$6,131.49 
NFLX Netflix, Inc.
+0.45%
+$3,149.23 
NET Cloudflare Inc.
+0.37%
+$1,061.01 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$1,426.73 
VTV Vanguard Value ETF
+0.26%
+$14,510.46 
VYM Vanguard High Dividend Yield ETF
+0.23%
+$6,645.2 
GOOG Alphabet Inc
+0.22%
+$27,704.42 
GOOGL Alphabet Inc
+0.17%
+$12,594.13 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
+0.1%
+$463.64 
VB Vanguard Small-Cap ETF
+0.02%
+$103.39 
PLTR Palantir Technologies Inc.
+0.01%
+$322.01 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
YNDX Yandex NV
0%
$0 
RKLB Rocket Lab Corporation
-12.35%
-$47,172.83 
ACXP Acurx Pharmaceuticals, Inc.
-10.86%
-$2,619.15 
MRVL Marvell Technology, Inc.
-9.41%
-$45,120.44 
AMD Advanced Micro Devices, Inc.
-6.83%
-$52,815.16 
VRT Vertiv Holdings Co
-5.47%
-$37,290.57 
GS The Goldman Sachs Group, Inc.
-5.09%
-$47,514.6 
ORCL Oracle Corporation
-4.95%
-$106,278.72 
AVGO Broadcom Inc.
-4.61%
-$45,273.93 
CAVA Cava Group Inc.
-4.15%
-$49,713.78 
MSTR Strategy Inc.
-3.49%
-$8,367.4 
PWR Quanta Services Inc.
-3.49%
-$8,799.18 
ARKK ARK Innovation ETF Fund
-3.43%
-$20,049.12 
ARKG ARK Genomic Revolution ETF
-3.4%
-$23,175.6 
ALAI Alger AI Enablers & Adopters ETF
-2.91%
-$9,798.1 
NVDA NVIDIA Corporation
-2.73%
-$204,180.83 
XBI SPDR S&P Biotech ETF
-2.73%
-$6,857.62 
XLK State Street Technology Select Sector SPDR ETF
-2.65%
-$23,748.14 
GLD SPDR Gold Shares
-1.85%
-$3,236.1 
META Meta Platforms Inc Class A
-1.85%
-$51,085.32 
IWY iShares Russell Top 200 Growth ETF
-1.65%
-$15,302.16 
IWF iShares Russell 1000 Growth ETF
-1.64%
-$6,253.92 
QQQ Invesco QQQ Trust, Series 1
-1.55%
-$126,931.64 
QQQM Invesco NASDAQ 100 ETF
-1.53%
-$4,326.15 
IBIT iShares Bitcoin Trust
-1.49%
-$18,921.65 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.45%
-$3,234.83 
VBK Vanguard Small-Cap Growth ETF
-1.42%
-$4,955.1 
TSLA Tesla, Inc.
-1.41%
-$31,241.58 
CRWD CrowdStrike Holdings, Inc.
-1.31%
-$16,809.6 
BA Boeing Company
-1.1%
-$102,158.4 
CMG Chipotle Mexican Grill, Inc.
-1.05%
-$2,399.87 
VUG Vanguard Growth ETF
-1.03%
-$43,329.6 
JPM JPMorgan Chase & Co.
-1%
-$5,366.46 
DXJ WisdomTree Japan Hedged Equity Fund
-0.89%
-$7,542.72 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.86%
-$31,285.65 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$2,533.78 
MSGS Madison Square Garden Sports Corp.
-0.72%
-$1,780.8 
JIVE JPMorgan International Value ETF
-0.7%
-$2,938.33 
PFF iShares Preferred and Income Securities ETF
-0.59%
-$3,575.34 
BP BP p.l.c. Sponsored ADR
-0.56%
-$2,876.84 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.54%
-$13,649.03 
VOO Vanguard S&P 500 ETF
-0.47%
-$40,701.1 
SPY SPDR S&P 500 ETF Trust
-0.47%
-$5,198.31 
IVV iShares Core S&P 500 ETF
-0.46%
-$2,992.83 
PFFD Global X U.S. Preferred ETF
-0.46%
-$1,891.67 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.45%
-$10,676.8 
CGDV Capital Group Dividend Value ETF
-0.28%
-$1,824.06 
EPI WisdomTree India Earnings Fund
-0.27%
-$998.66 
AMZN Amazon.com Inc
-0.14%
-$4,986.14 
MUB iShares National Muni Bond ETF
-0.12%
-$281.25 
MELI MercadoLibre, Inc.
-0.11%
-$912.25 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$1,043.08 
FPE First Trust Preferred Securities and Income ETF
-0.07%
-$289.29 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$3,279.11 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.05%
-$512.29 
INDA ISHARES MSCI INDIA ETF
-0.04%
-$148.18 
JBND JPMorgan Active Bond ETF
-0.04%
-$99.6 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.02%
-$1,899.67 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$28.13 Events
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Dividends
Dividend Analysis
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| Trades 826 | Longs Won 572/826 69% | Profit Factor 10.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $393,118.12 |
| Average Win $124,112.81 | Best Trade (Jul 16) $7.27M | Sharpe Ratio -9.33 |
| Average Loss -$26,594.39 | Worst Trade (Aug 04) -$846,843.36 | Z-Score 7.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 6d | Expectancy $77,769.43 |
| 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 | 6,993 | 6,294 | 5,594 | 4,895 | 4,196 | 3,497 | 2,797 | 2,098 | 1,399 | 699 |
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Returns
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