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:
47.83%
Gain -0.7%
Monthly
1.04%
Yearly
13.17%
Drawdown
13.7%
$451.07M
Equity
Holdings
$451.07M
Investment
$387.39M
$97.44M
Profit -$2.21M
Realized
$33.75M
Unrealized
$63.68M
Dividends
$19.09M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.7%
Profit
-$2.21M
Win %
74%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$106,832.88
Win %
74%
This Month
Compared to last month
Gain
-0.49%
Profit
-$2.21M
Win %
74%
This Year
Compared to last year
Gain
0.84%
Profit
$3.75M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$308,736.47 
GOOG Alphabet Inc
+6.88%
+$143,057.16 
GOOGL Alphabet Inc
+6.73%
+$83,251.35 
AAOI Applied Optoelectronics, Inc.
+4.67%
+$14,756.05 
META Meta Platforms Inc Class A
+3.28%
+$21,021.51 
MSFT Microsoft Corp.
+3.02%
+$51,878.54 
NVDA NVIDIA Corporation
+2.93%
+$170,066.85 
VRRM Verra Mobility Corporation
+2.92%
+$5,519.55 
CVX Chevron Corporation
+2.35%
+$8,990.28 
MRVL Marvell Technology, Inc.
+2.32%
+$3,868.08 
CHAT Roundhill Generative AI & Technology ETF
+2.22%
+$7,600.6 
CSCO Cisco Systems, Inc.
+2.14%
+$5,849.01 
ORCL Oracle Corporation
+1.81%
+$4,213.44 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$8,751.36 
GE General Electric Company
+1.42%
+$3,692.02 
AMAT Applied Materials, Inc.
+1.18%
+$2,525.21 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$60,223.16 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$6,049.6 
VUG Vanguard Growth ETF
+1.1%
+$238,866.78 
XDSQ Innovator U.S. Equity Accelerated Quarterly Fund
+1.09%
+$6,149.52 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$107,516.64 
DTM Dt Midstream Inc.
+0.9%
+$2,179.56 
GEV GE Vernova Inc.
+0.85%
+$1,578.9 
WAY Waystar Holding Corp.
+0.81%
+$3,420.06 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$30,786.75 
TSLA Tesla, Inc.
+0.76%
+$7,431.58 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$4,885.97 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,174.49 
VOO Vanguard S&P 500 ETF
+0.71%
+$6,667.97 
CAT Caterpillar Inc.
+0.7%
+$2,574.18 
IVV iShares Core S&P 500 ETF
+0.69%
+$537,349.12 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$1,823.1 
PLTR Palantir Technologies Inc.
+0.65%
+$1,375.2 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$10,513.92 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,592.36 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$2,952.21 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$2,776 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$9,728.32 
CAIE Calamos Autocallable Income ETF
+0.56%
+$1,171.95 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$8,107.26 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.48%
+$1,351.5 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.48%
+$2,484.26 
PSTP Innovator Power Buffer Step-Up Strategy ETF
+0.47%
+$47,159.06 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.46%
+$9,083.2 
DDFN Innovator Equity Dual Directional 15 Buffer ETF – November
+0.37%
+$1,183.72 
AVGO Broadcom Inc.
+0.37%
+$4,309.92 
PG Procter & Gamble Co
+0.37%
+$1,163.35 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,098.08 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.35%
+$1,071.85 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$19,801.4 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$2,388.3 
MRK Merck & Co., Inc.
+0.32%
+$751.55 
ZDEK Innovator Equity Defined Protection ETF
+0.29%
+$5,943.12 
JPM JPMorgan Chase & Co.
+0.27%
+$4,706.58 
QAI NYLI Hedge Multi-Strategy Tracker ETF
+0.25%
+$11,953.62 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.22%
+$896.6 
JNJ Johnson & Johnson
+0.21%
+$569.75 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,521.24 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$9,349.92 
MS Morgan Stanley
+0.17%
+$632.52 
DELL Dell Technologies Inc.
+0.14%
+$328.72 
ZAUG Innovator Equity Protector ETF - August Series
+0.13%
+$380.4 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.12%
+$1,319.12 
DTE DTE Energy Company
+0.12%
+$519.35 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$3,089.43 
WMT Walmart Inc.
+0.09%
+$329.01 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.04%
+$141.56 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$315.54 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$1,681.05 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 ZJUL
ZJUL
0%
$0 ZSEP
ZSEP
0%
$0 ZJUN
ZJUN
0%
$0 
AAPL Apple Inc.
-7.35%
-$489,492.76 
MU Micron Technology, Inc.
-5.9%
-$29,738.85 
BRBR BellRing Brands Inc.
-5.78%
-$10,737.28 
ALT Altimmune, Inc.
-4.7%
-$33,059.04 
IBIT iShares Bitcoin Trust
-2.89%
-$107,437.36 
ABBV AbbVie Inc.
-2.51%
-$11,141.34 
NFLX Netflix, Inc.
-2%
-$5,126.06 
AMD Advanced Micro Devices, Inc.
-1.9%
-$11,697.87 
UNH UnitedHealth Group Incorporated
-1.68%
-$4,036.98 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-1.67%
-$46,221.56 
LRCX Lam Research Corporation
-1.58%
-$2,655.51 
CIFR Cipher Mining Inc.
-1.48%
-$2,859.56 
JBTM JBT Marel Corporation
-1.35%
-$16,780.8 
IDLV Invesco S&P International Developed Low Volatility ETF
-1.23%
-$5,594.85 
ONDS Ondas Holdings Inc.
-1.19%
-$3,150 
IAUI Neos Gold High Income ETF
-1.12%
-$3,741.1 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$21,057.9 
INTC Intel Corporation
-1.02%
-$1,763.28 
EW Edwards Lifesciences Corporation
-0.98%
-$4,494.8 
XOM Exxon Mobil Corporation
-0.97%
-$3,635.28 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$6,971.61 
CVS CVS Health Corporation
-0.75%
-$7,044.43 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$84,848.28 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$45,207.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$209,447.14 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$18,263.07 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,853.28 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,559.58 
LLY Eli Lilly and Company
-0.53%
-$2,825.93 
SCHH Schwab U.S. REIT ETF
-0.49%
-$3,747.96 
TRV The Travelers Companies, Inc.
-0.43%
-$2,782.41 
ACII Innovator Index Autocallable Income ETF
-0.43%
-$1,531.75 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$29,842.65 
IGF iShares Global Infrastructure ETF
-0.28%
-$1,262.36 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$6,022.39 
VTV Vanguard Value ETF
-0.27%
-$62,177.28 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$14,490.18 
IWN iShares Russell 2000 Value ETF
-0.25%
-$2,064.07 
COST Costco Wholesale Corporation
-0.24%
-$1,005.47 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$755.82 
BNDX Vanguard Total International Bond ETF
-0.23%
-$16,301.45 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$448.39 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$58,264.2 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$2,197.8 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$4,320.48 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$788.83 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$14,248.26 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,655.03 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$1,194.16 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$346.58 
MUB iShares National Muni Bond ETF
-0.11%
-$23,218.2 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$6,382.8 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$5,614.75 
HYD VanEck High Yield Muni ETF
-0.1%
-$1,824.5 
HOOD Robinhood Markets, Inc.
-0.05%
-$614.92 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$2,558.88 
ACEI Innovator Equity Accelerated Income Strategy ETF
-0.04%
-$144.88 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$4,099.58 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$903.24 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$407.1 Events
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Dividends
Dividend Analysis
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| Trades 1142 | Longs Won 845/1142 73% | Profit Factor 13.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $380,696.67 |
| Average Win $124,490.78 | Best Trade (Aug 14) $6.21M | Sharpe Ratio -72.36 |
| Average Loss -$26,123.88 | Worst Trade (Aug 17) -$630,792.55 | Z-Score 13.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 4d | Expectancy $85,320.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | 3,505 | $296,488.08 | $330,591.6 | - | $34,103.52 | 11.5% | +4.672% |
| AAPL Apple Inc. | 19,963 | $4.51M | $6.17M | - | $1.66M | 36.69% | -7.354% |
| ABBV AbbVie Inc. | 1,722 | $370,152.3 | $432,118.68 | - | $61,966.38 | 16.74% | -2.513% |
| ACEI Innovator Equity Accelerated Income Strategy ETF | 14,488 | $335,336 | $330,036.64 | - | -$5,299.36 | -1.58% | -0.044% |
| ACII Innovator Index Autocallable Income ETF | 13,925 | $354,391 | $353,555.75 | - | -$835.25 | -0.24% | -0.431% |
| AIQ Global X Artificial Intelligence & Technology ETF | 99,007 | $5.41M | $5.83M | - | $420,681.52 | 7.78% | +0.341% |
| ALT Altimmune, Inc. | 236,136 | $1.17M | $670,626.24 | - | -$494,397.79 | -42.44% | -4.698% |
| AMAT Applied Materials, Inc. | 428 | $309,444 | $217,282.76 | - | -$92,161.24 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,266 | $267,435.29 | $602,805.89 | - | $335,370.6 | 125.4% | -1.904% |
| AMZN Amazon.com Inc | 8,557 | $1.51M | $2.32M | - | $809,752.35 | 53.48% | +15.321% |
| AVGO Broadcom Inc. | 2,993 | $849,950.15 | $1.17M | - | $315,164.89 | 37.08% | +0.371% |
| BALT Inn Defined Wealth Shield Mutual Fund | 155,832 | $4.88M | $5.37M | - | $483,568.5 | 9.9% | +0.175% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 388,428 | $29.82M | $29.34M | - | -$476,404.52 | -1.6% | -0.198% |
| BNDX Vanguard Total International Bond ETF | 148,195 | $7.16M | $7.08M | - | -$79,622.92 | -1.11% | -0.23% |
| BRBR BellRing Brands Inc. | 14,128 | $159,222.56 | $175,045.92 | - | $15,823.36 | 9.94% | -5.779% |
| BRK-B Berkshire Hathaway Inc. | 1,128 | $562,754.37 | $577,017.12 | - | $14,262.75 | 2.53% | +0.365% |
| CAIE Calamos Autocallable Income ETF | 7,813 | $208,789.09 | $209,857.18 | - | $1,068.09 | 0.51% | +0.562% |
| CAT Caterpillar Inc. | 454 | $235,782.64 | $369,923.74 | - | $134,141.1 | 56.89% | +0.701% |
| CHAT Roundhill Generative AI & Technology ETF | 4,270 | $261,556.74 | $349,969.2 | - | $88,412.46 | 33.8% | +2.22% |
| CIFR Cipher Mining Inc. | 8,536 | $209,132 | $190,523.52 | - | -$18,608.48 | -8.9% | -1.479% |
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FAQ
Which stocks have generated the highest profits for Melissa Imbrogno?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $6.48M, Vanguard Value ETF - $5.46M, Schwab U.S. Large-Cap ETF - $4.1M, VANGUARD FTSE DEVELOPED MARKETS ETF - $3.5M, and iShares MSCI Emerging Markets ETF - $2.18M. 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: Walgreens Boots Alliance Inc - $359,499.62, Altimmune, Inc - $211,879.2, DNA - $93,068, Global X Artificial Intelligence & Technology ETF - $92,569.55, and Super Micro Computer Inc - $79,111. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Melissa Imbrogno's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.09M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.9M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.82M, Vanguard Value ETF - $1.49M, iShares National Muni Bond ETF - $1.31M, and iShares Core S&P 500 ETF - $927,859.35. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Melissa Imbrogno's monthly returns?
Melissa Imbrogno's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Melissa Imbrogno's strategy be considered aggressive or moderate?
Melissa Imbrogno'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 Melissa Imbrogno's strategy?
Melissa Imbrogno'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.
