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:
51.69%
Gain +0.13%
Monthly
0.98%
Yearly
12.42%
Drawdown
13.7%
$448.94M
Equity
Holdings
$448.94M
Investment
$387.39M
$95.42M
Profit +$299,724.39
Realized
$33.86M
Unrealized
$61.55M
Dividends
$20.39M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.13%
Profit
$299,724.39
Win %
72%
This Week
Compared To Last Week
Gain
-0.35%
Profit
-$1.57M
Win %
72%
This Month
Compared to last month
Gain
0.68%
Profit
$3.02M
Win %
72%
This Year
Compared to last year
Gain
0.39%
Profit
$1.73M
Win %
73%
GEV GE Vernova Inc.
+2.3%
+$4,050.8 
JPM JPMorgan Chase & Co.
+2.15%
+$36,200.61 
GS The Goldman Sachs Group, Inc.
+1.94%
+$4,953.51 
GE General Electric Company
+1.91%
+$4,374.64 
TSLA Tesla, Inc.
+1.8%
+$20,578.72 
MS Morgan Stanley
+1.32%
+$4,225.57 
MRK Merck & Co., Inc.
+1.29%
+$3,436.87 
CVX Chevron Corporation
+1.18%
+$5,131.6 
WMT Walmart Inc.
+1%
+$3,882.2 
PG Procter & Gamble Co
+1%
+$3,446.15 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.99%
+$73,185.58 
JBTM JBT Marel Corporation
+0.98%
+$9,185.28 
BRK-B Berkshire Hathaway Inc.
+0.98%
+$5,786.64 
JNJ Johnson & Johnson
+0.94%
+$2,558.5 
IEFA iShares Core MSCI EAFE ETF
+0.88%
+$24,640.65 
SCHD Schwab U.S. Dividend Equity ETF
+0.88%
+$7,606.25 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.88%
+$100,918.03 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.86%
+$16,722.45 
DTM Dt Midstream Inc.
+0.86%
+$1,807.44 
CAT Caterpillar Inc.
+0.85%
+$2,846.58 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.8%
+$16,966.88 
EFA iShares MSCI EAFE ETF
+0.79%
+$1,925.85 
SPLV Invesco S&P 500 Low Volatility ETF
+0.73%
+$7,912.08 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.71%
+$220,589.82 
IWN iShares Russell 2000 Value ETF
+0.68%
+$5,404.36 
VTV Vanguard Value ETF
+0.66%
+$154,918.89 
COST Costco Wholesale Corporation
+0.65%
+$2,787.12 
XOM Exxon Mobil Corporation
+0.64%
+$2,661.14 
SCHV Schwab U.S. Large-Cap Value ETF
+0.61%
+$33,810.42 
IJR iShares Core S&P Small-Cap ETF
+0.6%
+$8,449.4 
IGF iShares Global Infrastructure ETF
+0.58%
+$2,458.28 
IVE ISHARES S&P 500 VALUE ETF
+0.58%
+$2,384.08 
LLY Eli Lilly and Company
+0.58%
+$3,326.12 
MGV Vanguard Mega Cap Value ETF
+0.56%
+$1,859.71 
SCHH Schwab U.S. REIT ETF
+0.56%
+$3,904.12 
RSP Invesco S&P 500 Equal Weight ETF
+0.53%
+$5,054.49 
ACII Innovator Index Autocallable Income ETF
+0.47%
+$1,671 
IJH iShares Core S&P Mid-Cap ETF
+0.47%
+$27,126.98 
AAPL Apple Inc.
+0.41%
+$27,948.2 
JEPI JPMorgan Equity Premium Income Fund
+0.34%
+$2,451.15 
BRBR BellRing Brands Inc.
+0.22%
+$282.56 
USMV iShares MSCI USA Min Vol Factor ETF
+0.2%
+$6,865.4 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.17%
+$903.36 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.15%
+$2,952.04 
ZAUG Innovator Equity Protector ETF - August Series
+0.14%
+$411.24 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.14%
+$460.07 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.09%
+$1,528.96 
ZDEK Innovator Equity Defined Protection ETF
+0.07%
+$1,579.62 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.07%
+$753.78 
PSTP Innovator Power Buffer Step-Up Strategy ETF
+0.07%
+$6,894.6 
IWV ISHARES RUSSELL 3000 ETF
+0.06%
+$1,116.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.06%
+$961.13 
XDSQ Innovator U.S. Equity Accelerated Quarterly Fund
+0.06%
+$328.5 
IVV iShares Core S&P 500 ETF
+0.05%
+$44,082.57 
VOO Vanguard S&P 500 ETF
+0.05%
+$514.51 
SPY SPDR S&P 500 ETF Trust
+0.05%
+$382.77 
SCHX Schwab U.S. Large-Cap ETF
+0.05%
+$204.66 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.04%
+$1,016.14 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.04%
+$123.6 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$3,648.63 
GPIX S&P 500 Core Premium Income Fund
+0.04%
+$173.68 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$2,633.18 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.03%
+$94.58 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.02%
+$181.41 
BALT Inn Defined Wealth Shield Mutual Fund
+0.01%
+$779.16 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$1,630.62 
DDFN Innovator Equity Dual Directional 15 Buffer ETF – November
0%
+$11.05 
ONDS Ondas Holdings Inc.
0%
$0 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
0%
$0 
IDLV Invesco S&P International Developed Low Volatility ETF
0%
$0 
ACEI Innovator Equity Accelerated Income Strategy ETF
0%
$0 ZJUL
ZJUL
0%
$0 ZSEP
ZSEP
0%
$0 ZJUN
ZJUN
0%
$0 
MRVL Marvell Technology, Inc.
-3.21%
-$7,027.93 
MU Micron Technology, Inc.
-3.01%
-$16,125.11 
AAOI Applied Optoelectronics, Inc.
-2.88%
-$8,447.05 
AMD Advanced Micro Devices, Inc.
-2.63%
-$18,692.46 
ALT Altimmune, Inc.
-2.54%
-$14,168.16 
DELL Dell Technologies Inc.
-2.53%
-$7,020.53 
CHAT Roundhill Generative AI & Technology ETF
-2.26%
-$8,027.6 
NFLX Netflix, Inc.
-1.91%
-$4,862.73 
PLTR Palantir Technologies Inc.
-1.82%
-$6,291.54 
INTC Intel Corporation
-1.76%
-$3,185.28 
AVGO Broadcom Inc.
-1.56%
-$16,132.24 
CIFR Cipher Mining Inc.
-1.54%
-$1,323.08 
UNH UnitedHealth Group Incorporated
-1.46%
-$3,400.3 
EW Edwards Lifesciences Corporation
-1.4%
-$6,504.23 
CSCO Cisco Systems, Inc.
-1.11%
-$2,948.57 
ORCL Oracle Corporation
-1.1%
-$2,699.52 
XLK State Street Technology Select Sector SPDR ETF
-1.03%
-$2,306.9 
VRRM Verra Mobility Corporation
-1.02%
-$1,103.91 
AMAT Applied Materials, Inc.
-0.85%
-$1,566.48 
AIQ Global X Artificial Intelligence & Technology ETF
-0.8%
-$50,493.17 
EEM iShares MSCI Emerging Markets ETF
-0.77%
-$30,479.13 
LRCX Lam Research Corporation
-0.77%
-$1,209.09 
GOOGL Alphabet Inc
-0.71%
-$9,188.4 
META Meta Platforms Inc Class A
-0.71%
-$6,218.43 
IBIT iShares Bitcoin Trust
-0.68%
-$31,927.14 
QQQ Invesco QQQ Trust, Series 1
-0.62%
-$10,774.4 
AMZN Amazon.com Inc
-0.59%
-$12,878.2 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.58%
-$2,862.75 
IEMG iShares Core MSCI Emerging Markets ETF
-0.58%
-$3,926.22 
GOOG Alphabet Inc
-0.57%
-$12,300.3 
VWO Vanguard FTSE Emerging Markets ETF
-0.57%
-$64,317.99 
TRV The Travelers Companies, Inc.
-0.56%
-$3,653 
MGK Vanguard Mega Cap Growth ETF
-0.52%
-$3,056.64 
VUG Vanguard Growth ETF
-0.43%
-$100,169.94 
NVDA NVIDIA Corporation
-0.42%
-$27,103.44 
MSFT Microsoft Corp.
-0.4%
-$8,284.58 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.39%
-$22,187.48 
IWO iShares Russell 2000 Growth ETF
-0.35%
-$3,051.63 
VBK Vanguard Small-Cap Growth ETF
-0.35%
-$7,691.55 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.31%
-$2,005.52 
QAI NYLI Hedge Multi-Strategy Tracker ETF
-0.28%
-$13,281.5 
HOOD Robinhood Markets, Inc.
-0.22%
-$3,535.79 
CVS CVS Health Corporation
-0.22%
-$1,783.4 
TLT iShares 20+ Year Treasury Bond ETF
-0.17%
-$11,096.46 
HYD VanEck High Yield Muni ETF
-0.16%
-$2,919.2 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.16%
-$8,956.08 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-0.15%
-$4,201.96 
DTE DTE Energy Company
-0.12%
-$488.8 
WAY Waystar Holding Corp.
-0.12%
-$704.13 
BNDX Vanguard Total International Bond ETF
-0.12%
-$8,150.73 
MUB iShares National Muni Bond ETF
-0.11%
-$22,250.78 
SPHY SPDR Portfolio High Yield Bond ETF
-0.09%
-$631.08 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.09%
-$213.28 
CAIE Calamos Autocallable Income ETF
-0.08%
-$168.76 
ABBV AbbVie Inc.
-0.08%
-$378.82 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$17,479.26 
VTEB Vanguard Tax-Exempt Bond ETF
-0.04%
-$2,245.9 
IAUI Neos Gold High Income ETF
-0.04%
-$136.04 
FSEP FT Vest U.S. Equity Buffer E Fund
-0.03%
-$76.5 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.01%
-$44.83 Events
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Dividends
Dividend Analysis
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| Trades 1142 | Longs Won 835/1142 73% | Profit Factor 10.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $390,819.34 |
| Average Win $125,643.71 | Best Trade (Oct 16) $6.06M | Sharpe Ratio -72.36 |
| Average Loss -$31,293.51 | Worst Trade (Oct 14) -$368,995.52 | Z-Score 11.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 3d | Expectancy $83,551.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | 3,505 | $296,488.08 | $285,026.6 | - | -$11,461.48 | -3.87% | -2.878% |
| AAPL Apple Inc. | 19,963 | $4.51M | $6.86M | - | $2.34M | 51.95% | +0.409% |
| ABBV AbbVie Inc. | 1,722 | $370,152.3 | $487,635.96 | - | $117,483.66 | 31.74% | -0.078% |
| ACEI Innovator Equity Accelerated Income Strategy ETF | 14,488 | $335,336 | $345,249.04 | - | $9,913.04 | 2.96% | 0.0 |
| ACII Innovator Index Autocallable Income ETF | 13,925 | $354,391 | $355,087.5 | - | $696.5 | 0.2% | +0.473% |
| AIQ Global X Artificial Intelligence & Technology ETF | 99,007 | $5.41M | $6.29M | - | $885,024.35 | 16.36% | -0.796% |
| ALT Altimmune, Inc. | 236,136 | $1.17M | $543,112.8 | - | -$621,911.23 | -53.38% | -2.542% |
| AMAT Applied Materials, Inc. | 428 | $309,444 | $182,477.8 | - | -$126,966.2 | -41.03% | -0.851% |
| AMD Advanced Micro Devices, Inc. | 1,266 | $267,435.29 | $693,090.69 | - | $425,655.4 | 159.16% | -2.626% |
| AMZN Amazon.com Inc | 8,557 | $1.51M | $2.17M | - | $652,945.41 | 43.12% | -0.591% |
| AVGO Broadcom Inc. | 2,993 | $849,950.15 | $1.01M | - | $164,497.27 | 19.35% | -1.565% |
| BALT Inn Defined Wealth Shield Mutual Fund | 155,832 | $4.88M | $5.46M | - | $580,963.5 | 11.9% | +0.014% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 388,428 | $29.82M | $28.55M | - | -$1.27M | -4.26% | -0.061% |
| BNDX Vanguard Total International Bond ETF | 148,195 | $7.16M | $6.99M | - | -$170,762.85 | -2.39% | -0.117% |
| BRBR BellRing Brands Inc. | 14,128 | $159,222.56 | $127,293.28 | - | -$31,929.28 | -20.05% | +0.222% |
| BRK-B Berkshire Hathaway Inc. | 1,128 | $562,754.37 | $598,753.68 | - | $35,999.31 | 6.4% | +0.976% |
| CAIE Calamos Autocallable Income ETF | 7,813 | $208,789.09 | $208,828.99 | - | $39.9 | 0.02% | -0.081% |
| CAT Caterpillar Inc. | 454 | $235,782.64 | $336,827.14 | - | $101,044.5 | 42.85% | +0.852% |
| CHAT Roundhill Generative AI & Technology ETF | 4,270 | $261,556.74 | $347,620.7 | - | $86,063.96 | 32.9% | -2.257% |
| CIFR Cipher Mining Inc. | 8,536 | $209,132 | $84,378.36 | - | -$124,753.64 | -59.65% | -1.544% |
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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 - $6.51M, Vanguard Value ETF - $5.56M, Schwab U.S. Large-Cap ETF - $4.1M, VANGUARD FTSE DEVELOPED MARKETS ETF - $3.58M, 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 $20.39M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $2.01M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.9M, Vanguard Value ETF - $1.6M, iShares National Muni Bond ETF - $1.42M, and iShares Core S&P 500 ETF - $1.16M. 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 show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
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.
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