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:
66.17%
Gain -1.07%
Monthly
1.6%
Yearly
20.96%
Drawdown
26.81%
$199.86M
Equity
Holdings
$199.86M
Investment
$150.65M
$65.26M
Profit -$1.73M
Realized
$16.05M
Unrealized
$49.21M
Dividends
$8.36M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.07%
Profit
-$1.73M
Win %
69%
This Week
Compared To Last Week
Gain
-0.82%
Profit
-$1.64M
Win %
69%
This Month
Compared to last month
Gain
-0.86%
Profit
-$1.73M
Win %
69%
This Year
Compared to last year
Gain
1.71%
Profit
$3.36M
Win %
68%
SPCX Space Exploration Technologies Corp. Class A
+6.14%
+$9,782.15 
NVO Novo Nordisk A/S Sponsored ADR
+3.23%
+$8,413.92 
AMD Advanced Micro Devices, Inc.
+2.21%
+$22,769.49 
ET Energy Transfer L.P.
+1.62%
+$54,096.9 
AVGO Broadcom Inc.
+1.54%
+$17,452.4 
PAA Plains All American Pipeline, L.P.
+1.51%
+$16,321.9 
CVX Chevron Corporation
+1.12%
+$2,572.79 
META Meta Platforms Inc Class A
+0.9%
+$10,069.96 
ARKK ARK Innovation ETF Fund
+0.76%
+$4,251.98 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.65%
+$1,836 
COST Costco Wholesale Corporation
+0.62%
+$1,658.38 
KMI Kinder Morgan, Inc.
+0.53%
+$3,130.55 
DXJ WisdomTree Japan Hedged Equity Fund
+0.53%
+$4,868.6 
AAPL Apple Inc.
+0.45%
+$24,628.3 
VZ Verizon Communications Inc.
+0.45%
+$4,285.47 
GOOG Alphabet Inc
+0.43%
+$50,785.75 
MGK Vanguard Mega Cap Growth ETF
+0.39%
+$994.7 
V Visa Inc. Class A
+0.28%
+$629.99 
PFFD Global X U.S. Preferred ETF
+0.27%
+$1,012.75 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.2%
+$6,596.31 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$2,276.88 
VYM Vanguard High Dividend Yield ETF
+0.1%
+$4,393.82 
MSGS Madison Square Garden Sports Corp.
+0.05%
+$133.55 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$189.66 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MCD McDonald's Corporation
0%
$0 
MELI MercadoLibre, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
ORCL Oracle Corporation
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
PWR Quanta Services Inc.
0%
$0 
SLG SL Green Realty Corp.
0%
$0 
T AT&T Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
VNO Vornado Realty Trust
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
FDVV Fidelity High Dividend ETF
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IWY iShares Russell Top 200 Growth ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QYLD Global X Nasdaq 100 Covered Call ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
JBND JPMorgan Active Bond ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
MUNY Vanguard New York Tax-Exempt Bond Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
QBTS D-Wave Quantum Inc.
-24.22%
-$71,017.8 
NBIS Nebius Group N.V.
-10.11%
-$63,070.53 
ARKG ARK Genomic Revolution ETF
-6.5%
-$44,179.8 
PPLT abrdn Physical Platinum Shares ETF
-6.17%
-$10,767 
CIBR First Trust NASDAQ Cybersecurity ETF
-5.88%
-$14,263.9 
IWF iShares Russell 1000 Growth ETF
-4.5%
-$17,411.82 
ALAI Alger AI Enablers & Adopters ETF
-4.21%
-$15,016.05 
QQQM Invesco NASDAQ 100 ETF
-4.08%
-$11,710.26 
BA Boeing Company
-3.35%
-$333,081.53 
IMCG iShares Morningstar Mid-Cap Growth ETF
-3.27%
-$150,885.98 
CGDV Capital Group Dividend Value ETF
-3.03%
-$20,238.35 
SPYM State Street SPDR Portfolio S&P 500 ETF
-2.99%
-$75,235.02 
NET Cloudflare Inc.
-2.98%
-$8,375.99 
IJT iShares S&P Small-Cap 600 Growth ETF
-2.72%
-$29,235.99 
MU Micron Technology, Inc.
-2.6%
-$4,570.4 
ANET Arista Networks, Inc.
-2.53%
-$6,282.41 
IJR iShares Core S&P Small-Cap ETF
-2.34%
-$25,751.93 
RDVI FT Vest Rising Dividend Achievers Fund
-2.21%
-$5,257.56 
VIG Vanguard Dividend Appreciation ETF
-2.13%
-$108,524.3 
UNH UnitedHealth Group Incorporated
-2.13%
-$14,557.24 
VTV Vanguard Value ETF
-1.8%
-$106,357.3 
PFE Pfizer Inc.
-1.55%
-$4,284.4 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
-1.55%
-$7,239.78 
IUSV iShares Core S&P U.S. Value ETF
-1.53%
-$10,822.01 
SPYV SPDR Portfolio S&P 500 Value ETF
-1.49%
-$11,703.93 
NFLX Netflix, Inc.
-1.43%
-$9,530.46 
CAVA Cava Group Inc.
-1.42%
-$16,139.8 
GOOGL Alphabet Inc
-1.29%
-$92,139.64 
FHLC Fidelity MSCI Health Care Index ETF
-1.22%
-$18,203.99 
CRWD CrowdStrike Holdings, Inc.
-1.18%
-$15,709.2 
VRT Vertiv Holdings Co
-1%
-$6,293.44 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.85%
-$7,339.98 
JPM JPMorgan Chase & Co.
-0.82%
-$4,856.86 
XBI SPDR S&P Biotech ETF
-0.74%
-$1,814.77 
LOW Lowe's Companies Inc.
-0.7%
-$3,486.56 
ACXP Acurx Pharmaceuticals, Inc.
-0.68%
-$137.85 
TSLA Tesla, Inc.
-0.63%
-$11,427.08 
FPE First Trust Preferred Securities and Income ETF
-0.5%
-$2,028.69 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.5%
-$54,053.64 
RKLB Rocket Lab Corporation
-0.45%
-$1,826.82 
INDA ISHARES MSCI INDIA ETF
-0.38%
-$1,323.92 
XLV Health Care Select Sector SPDR Fund
-0.37%
-$14,732.94 
VB Vanguard Small-Cap ETF
-0.37%
-$4,197.71 
WMT Walmart Inc.
-0.33%
-$694.49 
VBK Vanguard Small-Cap Growth ETF
-0.29%
-$1,035.83 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$20,112.58 
MRVL Marvell Technology, Inc.
-0.23%
-$1,287.85 
SO The Southern Company
-0.21%
-$628.99 
RDVY First Trust Rising Dividend Achievers ETF
-0.17%
-$470.68 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$1,827.75 
IVV iShares Core S&P 500 ETF
-0.16%
-$712.16 
DGRO iShares Core Dividend Growth ETF
-0.15%
-$1,429.44 
MUB iShares National Muni Bond ETF
-0.15%
-$520 
AMZN Amazon.com Inc
-0.14%
-$5,376.01 
NVDA NVIDIA Corporation
-0.1%
-$7,927.41 
JIVE JPMorgan International Value ETF
-0.09%
-$462.55 
VUG Vanguard Growth ETF
-0.08%
-$3,296.3 
PFF iShares Preferred and Income Securities ETF
-0.03%
-$195.29 Events
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Dividends
Dividend Analysis
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| Trades 934 | Longs Won 634/934 67% | Profit Factor 9.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $346,285.5 |
| Average Win $115,302.53 | Best Trade (Aug 07) $6.61M | Sharpe Ratio -11.36 |
| Average Loss -$26,126.43 | Worst Trade (Aug 04) -$846,843.36 | Z-Score 2.87 (99.59%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w | Expectancy $69,875.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,634 | 6,870 | 6,107 | 5,344 | 4,580 | 3,817 | 3,053 | 2,290 | 1,527 | 763 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,467 | $3.41M | $5.46M | - | $2.05M | 60.16% | +0.453% |
| ACXP Acurx Pharmaceuticals, Inc. | 13,785 | $59,140.38 | $20,126.1 | - | -$39,014.28 | -65.97% | -0.68% |
| ALAI Alger AI Enablers & Adopters ETF | 7,945 | $300,281.25 | $341,635 | - | $41,353.75 | 13.77% | -4.21% |
| AMD Advanced Micro Devices, Inc. | 2,142 | $706,610.18 | $1.06M | - | $348,710.38 | 49.35% | +2.205% |
| AMZN Amazon.com Inc | 13,785 | $2.41M | $3.75M | - | $1.34M | 55.56% | -0.143% |
| ANET Arista Networks, Inc. | 1,259 | $213,879 | $242,130.88 | - | $28,251.88 | 13.21% | -2.529% |
| ARKG ARK Genomic Revolution ETF | 16,485 | $507,523.92 | $635,661.6 | - | $128,137.68 | 25.25% | -6.499% |
| ARKK ARK Innovation ETF Fund | 7,331 | $393,950.71 | $562,727.56 | - | $168,776.85 | 42.84% | +0.761% |
| ARKQ Ark Autonomous Technology & Robotics ETF | 2,295 | $303,445 | $282,744 | - | -$20,701 | -6.82% | +0.654% |
| ASML ASML Holding N.V. New York Registry Shares | 111 | $220,827 | $186,282.42 | - | -$34,544.58 | -15.64% | 0.0 |
| AVGO Broadcom Inc. | 2,710 | $577,024.65 | $1.15M | - | $573,966.55 | 99.47% | +1.54% |
| BA Boeing Company | 41,428 | $7.43M | $9.62M | - | $2.19M | 29.45% | -3.347% |
| BP BP p.l.c. Sponsored ADR | 11,470 | $406,105.11 | $472,678.7 | - | $66,573.59 | 16.39% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 903 | $435,379.57 | $468,521.55 | - | $33,141.98 | 7.61% | 0.0 |
| CAT Caterpillar Inc. | 209 | $222,565 | $182,055.72 | - | -$40,509.28 | -18.2% | 0.0 |
| CAVA Cava Group Inc. | 17,170 | $1.16M | $1.12M | - | -$43,793.04 | -3.76% | -1.421% |
| CGDV Capital Group Dividend Value ETF | 13,057 | $492,994.99 | $646,843.78 | - | $153,848.79 | 31.21% | -3.034% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 2,485 | $223,246 | $228,197.55 | - | $4,951.55 | 2.22% | -5.883% |
| CMG Chipotle Mexican Grill, Inc. | 6,475 | $368,272.99 | $223,387.5 | - | -$144,885.49 | -39.34% | 0.0 |
| COST Costco Wholesale Corporation | 283 | $248,251.95 | $268,241.54 | - | $19,989.59 | 8.05% | +0.622% |
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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: NVIDIA Corporation - $3.07M, SL Green Realty Corp - $2.95M, Apple Inc - $2.41M, Palantir Technologies Inc - $1.31M, and Alphabet Inc - $1.14M. 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 $8.36M earned over time. The largest contributors to dividend income include SL Green Realty Corp - $1.71M, Vanguard Long-Term Corporate Bond Fund - $1.14M, Energy Transfer L.P - $743,063.3, Vanguard Intermediate-Term Corporate Bond Fund - $596,558.01, and Verizon Communications Inc - $384,952. 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.
