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:
64.94%
Gain +0.7%
Monthly
1.5%
Yearly
19.65%
Drawdown
26.81%
$198.77M
Equity
Holdings
$198.77M
Investment
$150.65M
$64.13M
Profit +$1.14M
Realized
$16M
Unrealized
$48.12M
Dividends
$8.96M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.7%
Profit
$1.14M
Win %
67%
This Week
Compared To Last Week
Gain
-1.02%
Profit
-$2.05M
Win %
67%
This Month
Compared to last month
Gain
0.81%
Profit
$1.59M
Win %
67%
This Year
Compared to last year
Gain
1.15%
Profit
$2.27M
Win %
66%
CAVA Cava Group Inc.
+7.42%
+$65,761.1 
QBTS D-Wave Quantum Inc.
+6.53%
+$10,762.35 
HD The Home Depot, Inc.
+4.34%
+$10,358.56 
LOW Lowe's Companies Inc.
+3.95%
+$16,832.84 
LLY Eli Lilly and Company
+3.6%
+$44,935.5 
ACXP Acurx Pharmaceuticals, Inc.
+3.48%
+$551.4 
ORCL Oracle Corporation
+3%
+$65,956.01 
NVO Novo Nordisk A/S Sponsored ADR
+2.91%
+$6,485.73 
NFLX Netflix, Inc.
+2.89%
+$18,341.64 
UNH UnitedHealth Group Incorporated
+2.79%
+$18,287.74 
UBER Uber Technologies, Inc.
+2.79%
+$14,613.96 
VNO Vornado Realty Trust
+2.74%
+$40,702.04 
SLG SL Green Realty Corp.
+2.32%
+$260,867.9 
BA Boeing Company
+2.19%
+$167,783.4 
V Visa Inc. Class A
+2.13%
+$4,998 
XBI SPDR S&P Biotech ETF
+2.07%
+$4,882.24 
ARKG ARK Genomic Revolution ETF
+1.99%
+$15,825.6 
T AT&T Inc.
+1.95%
+$5,159.25 
PPLT abrdn Physical Platinum Shares ETF
+1.93%
+$3,108 
INDA ISHARES MSCI INDIA ETF
+1.89%
+$6,201.52 
PYPL PayPal Holdings Inc
+1.89%
+$9,162.64 
MU Micron Technology, Inc.
+1.87%
+$3,370.67 
XLV Health Care Select Sector SPDR Fund
+1.84%
+$76,898.76 
FHLC Fidelity MSCI Health Care Index ETF
+1.78%
+$27,962.83 
MCD McDonald's Corporation
+1.77%
+$3,274.72 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.55%
+$12,508.98 
VB Vanguard Small-Cap ETF
+1.46%
+$15,479.2 
GS The Goldman Sachs Group, Inc.
+1.45%
+$9,985.2 
WMT Walmart Inc.
+1.45%
+$3,153.36 
ARKK ARK Innovation ETF Fund
+1.37%
+$8,503.96 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
+1.35%
+$5,697.98 
IJR iShares Core S&P Small-Cap ETF
+1.34%
+$13,394 
VBK Vanguard Small-Cap Growth ETF
+1.34%
+$4,402.31 
NBIS Nebius Group N.V.
+1.33%
+$7,068 
VCLT Vanguard Long-Term Corporate Bond Fund
+1.33%
+$138,137.38 
IJT iShares S&P Small-Cap 600 Growth ETF
+1.22%
+$11,742.82 
SCHD Schwab U.S. Dividend Equity ETF
+1.17%
+$22,484.19 
PFFD Global X U.S. Preferred ETF
+1.13%
+$3,949.72 
MSFT Microsoft Corp.
+1.08%
+$27,088.25 
RDVY First Trust Rising Dividend Achievers ETF
+1.03%
+$2,723.22 
MELI MercadoLibre, Inc.
+0.97%
+$7,880.67 
RDVI FT Vest Rising Dividend Achievers Fund
+0.96%
+$2,150.83 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.91%
+$40,298.74 
VIG Vanguard Dividend Appreciation ETF
+0.86%
+$42,909.8 
DGRO iShares Core Dividend Growth ETF
+0.83%
+$7,742.8 
VTV Vanguard Value ETF
+0.83%
+$48,439.84 
MUB iShares National Muni Bond ETF
+0.82%
+$2,713.75 
MUNY Vanguard New York Tax-Exempt Bond Fund
+0.8%
+$7,248.69 
PFF iShares Preferred and Income Securities ETF
+0.8%
+$4,491.67 
IEFA iShares Core MSCI EAFE ETF
+0.77%
+$2,651.21 
IBIT iShares Bitcoin Trust
+0.76%
+$11,746 
IUSV iShares Core S&P U.S. Value ETF
+0.74%
+$5,194.55 
PFE Pfizer Inc.
+0.74%
+$2,322.14 
VTEB Vanguard Tax-Exempt Bond ETF
+0.73%
+$14,273 
PAA Plains All American Pipeline, L.P.
+0.72%
+$8,394.12 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$5,416.19 
JBND JPMorgan Active Bond ETF
+0.61%
+$1,668.87 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.6%
+$41,099.62 
VYM Vanguard High Dividend Yield ETF
+0.57%
+$23,261.4 
JIVE JPMorgan International Value ETF
+0.55%
+$2,839.73 
CGDV Capital Group Dividend Value ETF
+0.54%
+$3,460.11 
FPE First Trust Preferred Securities and Income ETF
+0.53%
+$2,028.69 
FDVV Fidelity High Dividend ETF
+0.49%
+$8,167.5 
GOOGL Alphabet Inc
+0.45%
+$31,107.04 
ASML ASML Holding N.V. New York Registry Shares
+0.45%
+$825.84 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.37%
+$888.02 
GOOG Alphabet Inc
+0.36%
+$40,465.1 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.3%
+$7,495.74 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$3,224.65 
IVV iShares Core S&P 500 ETF
+0.28%
+$1,250.62 
VOO Vanguard S&P 500 ETF
+0.27%
+$28,502.63 
AMZN Amazon.com Inc
+0.27%
+$9,373.8 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$1,137.96 
CMG Chipotle Mexican Grill, Inc.
+0.15%
+$291.37 
JPM JPMorgan Chase & Co.
+0.09%
+$479.08 
MSGS Madison Square Garden Sports Corp.
+0.06%
+$149.45 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.06%
+$1,884.66 
IWF iShares Russell 1000 Growth ETF
+0.04%
+$156.3 
ALAI Alger AI Enablers & Adopters ETF
+0.02%
+$63.56 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RKLB Rocket Lab Corporation
-6.64%
-$21,115.89 
ANET Arista Networks, Inc.
-5.05%
-$12,426.33 
VRT Vertiv Holdings Co
-3.61%
-$18,289.6 
LRCX Lam Research Corporation
-3.3%
-$5,392.2 
PWR Quanta Services Inc.
-2.77%
-$6,628.22 
NET Cloudflare Inc.
-2.5%
-$7,795.19 
SPCX Space Exploration Technologies Corp. Class A
-2.33%
-$5,207.34 
CRWD CrowdStrike Holdings, Inc.
-1.89%
-$30,019.2 
NVDA NVIDIA Corporation
-1.84%
-$140,280.69 
CAT Caterpillar Inc.
-1.79%
-$2,804.78 
MRVL Marvell Technology, Inc.
-1.65%
-$10,839.32 
KMI Kinder Morgan, Inc.
-1.59%
-$10,055.69 
AMD Advanced Micro Devices, Inc.
-1.5%
-$18,399.78 
XOM Exxon Mobil Corporation
-1.3%
-$38,389.89 
TSLA Tesla, Inc.
-1.29%
-$26,700.98 
ET Energy Transfer L.P.
-1.28%
-$42,621.8 
CVX Chevron Corporation
-1.19%
-$3,255.99 
BP BP p.l.c. Sponsored ADR
-0.78%
-$4,358.6 
XLK State Street Technology Select Sector SPDR ETF
-0.59%
-$5,660.8 
AVGO Broadcom Inc.
-0.56%
-$5,203.2 
COST Costco Wholesale Corporation
-0.41%
-$1,129.17 
DXJ WisdomTree Japan Hedged Equity Fund
-0.38%
-$3,612.15 
AAPL Apple Inc.
-0.28%
-$16,768.32 
SO The Southern Company
-0.23%
-$644.73 
PLTR Palantir Technologies Inc.
-0.23%
-$14,289.44 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.2%
-$521.85 
MGK Vanguard Mega Cap Growth ETF
-0.2%
-$511.56 
QQQM Invesco NASDAQ 100 ETF
-0.11%
-$330.14 
META Meta Platforms Inc Class A
-0.11%
-$1,558 
QQQ Invesco QQQ Trust, Series 1
-0.1%
-$9,571.57 
BRK-B Berkshire Hathaway Inc.
-0.08%
-$379.26 
VUG Vanguard Growth ETF
-0.08%
-$3,296.3 
ARKQ Ark Autonomous Technology & Robotics ETF
-0.06%
-$160.65 
IWY iShares Russell Top 200 Growth ETF
-0.01%
-$131.24 
VZ Verizon Communications Inc.
-0.01%
-$102.03 Events
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Dividends
Dividend Analysis
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| Trades 934 | Longs Won 626/934 67% | Profit Factor 8.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $354,208.11 |
| Average Win $116,524.99 | Best Trade (Oct 15) $6.1M | Sharpe Ratio -11.34 |
| Average Loss -$28,631.62 | Worst Trade (Aug 04) -$846,843.36 | Z-Score 5.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 4d | Expectancy $68,657.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,944 | 6,250 | 5,556 | 4,861 | 4,167 | 3,472 | 2,778 | 2,083 | 1,389 | 694 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,467 | $3.41M | $5.97M | - | $2.57M | 75.32% | -0.28% |
| ACXP Acurx Pharmaceuticals, Inc. | 13,785 | $59,140.38 | $16,404.15 | - | -$42,736.23 | -72.26% | +3.478% |
| ALAI Alger AI Enablers & Adopters ETF | 7,945 | $300,281.25 | $355,459.3 | - | $55,178.05 | 18.38% | +0.018% |
| AMD Advanced Micro Devices, Inc. | 2,142 | $706,610.18 | $1.2M | - | $497,686.48 | 70.43% | -1.505% |
| AMZN Amazon.com Inc | 13,785 | $2.41M | $3.51M | - | $1.1M | 45.56% | +0.268% |
| ANET Arista Networks, Inc. | 1,259 | $213,879 | $233,607.45 | - | $19,728.45 | 9.22% | -5.051% |
| ARKG ARK Genomic Revolution ETF | 16,485 | $507,523.92 | $811,721.4 | - | $304,197.48 | 59.94% | +1.988% |
| ARKK ARK Innovation ETF Fund | 7,331 | $393,950.71 | $627,826.84 | - | $233,876.13 | 59.37% | +1.373% |
| ARKQ Ark Autonomous Technology & Robotics ETF | 2,295 | $303,445 | $265,692.15 | - | -$37,752.85 | -12.44% | -0.06% |
| ASML ASML Holding N.V. New York Registry Shares | 111 | $220,827 | $183,975.84 | - | -$36,851.16 | -16.69% | +0.451% |
| AVGO Broadcom Inc. | 2,710 | $577,024.65 | $933,134.3 | - | $356,109.65 | 61.71% | -0.555% |
| BA Boeing Company | 41,428 | $7.43M | $7.82M | - | $388,296.47 | 5.23% | +2.193% |
| BP BP p.l.c. Sponsored ADR | 11,470 | $406,105.11 | $555,492.1 | - | $149,386.99 | 36.79% | -0.779% |
| BRK-B Berkshire Hathaway Inc. | 903 | $435,379.57 | $474,914.79 | - | $39,535.22 | 9.08% | -0.08% |
| CAT Caterpillar Inc. | 209 | $222,565 | $153,732.04 | - | -$68,832.96 | -30.93% | -1.792% |
| CAVA Cava Group Inc. | 17,170 | $1.16M | $951,561.4 | - | -$212,230.74 | -18.24% | +7.424% |
| CGDV Capital Group Dividend Value ETF | 13,057 | $492,994.99 | $645,081.08 | - | $152,086.09 | 30.85% | +0.539% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 2,485 | $223,246 | $257,272.05 | - | $34,026.05 | 15.24% | -0.202% |
| CMG Chipotle Mexican Grill, Inc. | 6,475 | $368,272.99 | $197,876 | - | -$170,396.99 | -46.27% | +0.147% |
| COST Costco Wholesale Corporation | 283 | $248,251.95 | $276,776.83 | - | $28,524.88 | 11.49% | -0.406% |
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FAQ
Which stocks have generated the highest profits for Sean Rooney?
The largest contributions to the portfolio's profits come from the following stocks: SL Green Realty Corp - $3.1M, NVIDIA Corporation - $3.08M, Apple Inc - $2.41M, Palantir Technologies Inc - $1.31M, and Vanguard Long-Term Corporate Bond Fund - $1.19M. 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: Acurx Pharmaceuticals, Inc - $923,234.91, Baidu Inc - $606,205.88, Strategy Inc - $471,941, Chipotle Mexican Grill, Inc - $331,103.23, and Boeing Company - $176,159.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sean Rooney's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.96M earned over time. The largest contributors to dividend income include SL Green Realty Corp - $1.86M, Vanguard Long-Term Corporate Bond Fund - $1.2M, Energy Transfer L.P - $743,063.3, Vanguard Intermediate-Term Corporate Bond Fund - $656,030.03, and Verizon Communications Inc - $399,389.95. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sean Rooney's monthly returns?
Sean Rooney's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Sean Rooney's strategy be considered aggressive or moderate?
Sean Rooney's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Sean Rooney's strategy?
Sean Rooney's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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