Melissa Imbrogno Portfolio
Invests via BROWN WEALTH MANAGEMENT, LLC | Managed by Melissa A. Imbrogno, Tyler Jones
Invests via BROWN WEALTH MANAGEMENT, LLC
Managed by Melissa A. Imbrogno, Tyler Jones
Automatically Tracked
Melissa Imbrogno Profile
Veteran investment executive focused on growth-stage healthcare and tech opportunities, with operating experience in corporate strategy and M&A. Melissa Imbrogno brings experience across private equity, corporate development and portfolio company leadership, often leading due diligence, operational improvement programs and capital raises. Market-facing profile: active deal leader, board observer and strategic operator supporting scaling and exits.
Veteran investment executive focused on growth-stage healthcare and tech opportunities, with operating experience in corporate strategy and M&A. Melissa Imbrogno brings experience across private equity, corporate development and portfolio company leadership, often leading due diligence, operational improvement programs and capital raises. Market-facing profile: active deal leader, board observer and strategic operator supporting scaling and exits.
Investment Philosophy & Strategy
Focuses on growth-stage healthcare and technology companies where operational intervention accelerates scale and exit value. Prefers equity-led primers and control/minority positions that enable active board or operator influence, prioritizing durable revenue models, differentiated clinical or tech moats, and capital-efficient commercialization pathways. Investment cadence balances rigorous due diligence, hands-on post-close operational improvement and targeted follow-on capital to de-risk milestones over a 3–7 year horizon with disciplined downside protection and exit orientation.
Focuses on growth-stage healthcare and technology companies where operational intervention accelerates scale and exit value. Prefers equity-led primers and control/minority positions that enable active board or operator influence, prioritizing durable revenue models, differentiated clinical or tech moats, and capital-efficient commercialization pathways. Investment cadence balances rigorous due diligence, hands-on post-close operational improvement and targeted follow-on capital to de-risk milestones over a 3–7 year horizon with disciplined downside protection and exit orientation.
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:
13.43%
Gain
Monthly
0.38%
Yearly
4.63%
Drawdown
21.84%
$423.5M
Equity
Holdings
$423.5M
Investment
$361.62M
$91.64M
Profit -$1.48M
Realized
$29.77M
Unrealized
$61.88M
Dividends
$18.69M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.48M
Win %
79%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$1.81M
Win %
79%
This Month
Compared to last month
Gain
-0.01%
Profit
-$22,756.93
Win %
79%
This Year
Compared to last year
Gain
8.79%
Profit
$34.22M
Win %
78%
JBTM JBT Marel Corporation
+3.76%
+$44,645.76 
MRK Merck & Co., Inc.
+3.39%
+$8,369.02 
ABBV AbbVie Inc.
+3.17%
+$12,732.3 
COST Costco Wholesale Corporation
+2.21%
+$8,662.72 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2%
+$139,473.6 
SCHD Schwab U.S. Dividend Equity ETF
+1.93%
+$9,901.87 
WMT Walmart Inc.
+1.88%
+$6,660.2 
SCHH Schwab U.S. REIT ETF
+1.81%
+$15,759.18 
LLY Eli Lilly and Company
+1.72%
+$39,123.4 
CVX Chevron Corporation
+1.61%
+$5,571.36 
PG Procter & Gamble Co
+1.59%
+$6,295.62 
DTM Dt Midstream Inc.
+1.58%
+$4,075.6 
SPLV Invesco S&P 500 Low Volatility ETF
+1.5%
+$16,553.37 
XOM Exxon Mobil Corporation
+1.49%
+$5,037.45 
CVS CVS Health Corporation
+1.41%
+$17,821.89 
IWN iShares Russell 2000 Value ETF
+1.11%
+$9,507.9 
MSFT Microsoft Corp.
+1.11%
+$22,266.13 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.08%
+$23,095.68 
JNJ Johnson & Johnson
+1.05%
+$3,354.62 
AAPL Apple Inc.
+0.97%
+$60,635.76 
TRV The Travelers Companies, Inc.
+0.89%
+$5,828.3 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$16,019.52 
DTE DTE Energy Company
+0.76%
+$3,391.05 
USMV iShares MSCI USA Min Vol Factor ETF
+0.75%
+$24,829.2 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$2,874.92 
RSP Invesco S&P 500 Equal Weight ETF
+0.65%
+$5,600.04 
AMZN Amazon.com Inc
+0.52%
+$10,930.92 
VTV Vanguard Value ETF
+0.34%
+$74,006.25 
IJH iShares Core S&P Mid-Cap ETF
+0.29%
+$17,191.24 
MGV Vanguard Mega Cap Value ETF
+0.24%
+$777.36 
GOOGL Alphabet Inc
+0.1%
+$1,340.51 
GOOG Alphabet Inc
+0.1%
+$2,296.58 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.09%
+$283.12 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.07%
+$1,352.39 
ZDEK Innovator Equity Defined Protection ETF
+0.06%
+$1,089.33 
IDLV Invesco S&P International Developed Low Volatility ETF
+0.03%
+$140.49 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$1,599.26 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$119.09 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.02%
+$164.48 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.01%
+$171.03 
ZAUG Innovator Equity Protector ETF - August Series
+0.01%
+$18.51 
BALT Inn Defined Wealth Shield Mutual Fund
0%
$0 
PSEP Innovator U.S. Equity Power Buffer ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
ZJUL
0%
$0 
ZJUN
0%
$0 
ZNOV
0%
$0 
ZSEP
0%
$0 
AAOI Applied Optoelectronics, Inc.
-9.13%
-$51,383.64 
ONDS Ondas Holdings Inc.
-6.6%
-$16,275 
AMD Advanced Micro Devices, Inc.
-5.46%
-$37,011.34 
SRFM Surf Air Mobility Inc.
-5.42%
-$2,354.89 
GE General Electric Company
-5.19%
-$14,396 
HOOD Robinhood Markets, Inc.
-5.01%
-$79,804.07 
CHAT Roundhill Generative AI & Technology ETF
-4.92%
-$18,639.75 
ORCL Oracle Corporation
-4.91%
-$11,648 
GS The Goldman Sachs Group, Inc.
-4.31%
-$13,817.99 
ALT Altimmune, Inc.
-4.2%
-$29,517 
MS Morgan Stanley
-3.9%
-$15,378.37 
AVGO Broadcom Inc.
-3.58%
-$38,660.56 
CAT Caterpillar Inc.
-3.18%
-$12,620.72 
AIQ Global X Artificial Intelligence & Technology ETF
-2.8%
-$117,208.53 
NVDA NVIDIA Corporation
-2.77%
-$170,715.76 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-2.26%
-$59,789.32 
EEM iShares MSCI Emerging Markets ETF
-2.07%
-$81,013.84 
IEMG iShares Core MSCI Emerging Markets ETF
-1.93%
-$10,748.07 
GLD SPDR Gold Shares
-1.73%
-$3,317.88 
UP Wheels Up Experience Inc.
-1.56%
-$500 
META Meta Platforms Inc Class A
-1.52%
-$14,839.47 
TSLA Tesla, Inc.
-1.47%
-$20,727.08 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$13,624.71 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.19%
-$7,497.96 
VBK Vanguard Small-Cap Growth ETF
-1.18%
-$27,154.87 
VWO Vanguard FTSE Emerging Markets ETF
-1.16%
-$116,182.2 
IWO iShares Russell 2000 Growth ETF
-1.08%
-$10,390.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1%
-$311,047.45 
MGK Vanguard Mega Cap Growth ETF
-0.98%
-$5,429.37 
VUG Vanguard Growth ETF
-0.94%
-$212,211.45 
IBIT iShares Bitcoin Trust
-0.87%
-$24,970.88 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$20,715.42 
PLTR Palantir Technologies Inc.
-0.72%
-$1,972.8 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.67%
-$70,412.32 
JPM JPMorgan Chase & Co.
-0.54%
-$9,000.41 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.47%
-$26,562.19 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.42%
-$3,437.07 
IVV iShares Core S&P 500 ETF
-0.38%
-$299,427.36 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$2,422.08 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$983.23 
VOO Vanguard S&P 500 ETF
-0.38%
-$3,481.87 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$5,342.97 
IWV ISHARES RUSSELL 3000 ETF
-0.33%
-$3,737.3 
SCHX Schwab U.S. Large-Cap ETF
-0.32%
-$1,302.55 
XDSQ Innovator U.S. Equity Accelerated Quarterly Fund
-0.27%
-$2,039.98 
TLT iShares 20+ Year Treasury Bond ETF
-0.26%
-$16,502.66 
HYD VanEck High Yield Muni ETF
-0.25%
-$4,280.77 
QAI NYLI Hedge Multi-Strategy Tracker ETF
-0.25%
-$11,587.58 
EW Edwards Lifesciences Corporation
-0.23%
-$1,045.8 
BNDX Vanguard Total International Bond ETF
-0.22%
-$14,328.41 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.18%
-$587.76 
PSTP Innovator Power Buffer Step-Up Strategy ETF
-0.15%
-$17,448.88 
CAIE Calamos Autocallable Income ETF
-0.14%
-$369.3 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$353.47 
MUB iShares National Muni Bond ETF
-0.14%
-$24,468.75 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$7,612.02 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.12%
-$10,017.52 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.11%
-$29,469.58 
FSEP FT Vest U.S. Equity Buffer E Fund
-0.08%
-$229.5 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.08%
-$255.12 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.07%
-$394.09 
SCHV Schwab U.S. Large-Cap Value ETF
-0.06%
-$3,244.96 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.06%
-$1,489.44 
NFLX Netflix, Inc.
-0.05%
-$146.92 
DDFN Innovator Equity Dual Directional 15 Buffer ETF – November
-0.05%
-$157.83 
AGG iShares Core U.S. Aggregate Bond ETF
-0.05%
-$113.85 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$3,884.95 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$1,985.14 Events
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Dividends
Dividend Analysis
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| Trades 1022 | Longs Won 764/1022 74% | Profit Factor 16.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $382,350.03 |
| Average Win $127,893.44 | Best Trade (Jul 15) $5.65M | Sharpe Ratio -84.65 |
| Average Loss -$23,512.27 | Worst Trade (Jul 13) -$645,419.27 | Z-Score 12.5 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 2d | Expectancy $89,671.65 |
| 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 | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
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Returns
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