PO
Patrick O'Connell Portfolio
Invests via Security Financial Services Inc. | Managed by Patrick O'Connell
Invests via Security Financial Services Inc.
Managed by Patrick O'Connell
Automatically Tracked
Patrick O'Connell Profile
With a diverse career spanning several industries, Patrick O'Connell has established himself as a prominent investor-operator known for driving significant business growth and innovation. His deep expertise in identifying market opportunities is complemented by hands-on leadership experience, fostering collaboration among cross-functional teams to achieve strategic objectives. As an advocate for sustainable practices within the investment landscape, he plays an instrumental role in integrating these principles into operations and company culture. Beyond his operational success, he has cultivated robust networks that facilitate valuable partnerships across various sectors, enhancing organizational resilience and performance.
With a diverse career spanning several industries, Patrick O'Connell has established himself as a prominent investor-operator known for driving significant business growth and innovation. His deep expertise in identifying market opportunities is complemented by hands-on leadership experience, fostering collaboration among cross-functional teams to achieve strategic objectives. As an advocate for sustainable practices within the investment landscape, he plays an instrumental role in integrating these principles into operations and company culture. Beyond his operational success, he has cultivated robust networks that facilitate valuable partnerships across various sectors, enhancing organizational resilience and performance.
Investment Philosophy & Strategy
A comprehensive understanding of market dynamics underpins Patrick O'Connell's investment strategy. He is driven by a keen focus on sustainable innovation, seeking opportunities where growth aligns with environmental responsibility. His diverse experiences enable him to identify unique business models poised for expansion, emphasizing collaboration as a key ingredient for success. By leveraging extensive networks and partnerships across industries, he effectively navigates challenges while fostering resilience in the ventures he undertakes. With an entrepreneurial mindset, his strategic initiatives aim to unlock potential within organizations through operational excellence and forward-thinking approaches.
A comprehensive understanding of market dynamics underpins Patrick O'Connell's investment strategy. He is driven by a keen focus on sustainable innovation, seeking opportunities where growth aligns with environmental responsibility. His diverse experiences enable him to identify unique business models poised for expansion, emphasizing collaboration as a key ingredient for success. By leveraging extensive networks and partnerships across industries, he effectively navigates challenges while fostering resilience in the ventures he undertakes. With an entrepreneurial mindset, his strategic initiatives aim to unlock potential within organizations through operational excellence and forward-thinking approaches.
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:
38.06%
Gain +0.3%
Monthly
0.48%
Yearly
5.94%
Drawdown
13.21%
$690.63M
Equity
Holdings
$690.63M
Investment
$518.7M
$196.88M
Profit +$2.29M
Realized
$24.95M
Unrealized
$171.94M
Dividends
$35.26M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$2.29M
Win %
70%
This Week
Compared To Last Week
Gain
-1.09%
Profit
-$7.63M
Win %
70%
This Month
Compared to last month
Gain
-1.2%
Profit
-$8.39M
Win %
70%
This Year
Compared to last year
Gain
8.71%
Profit
$55.31M
Win %
70%
GEV GE Vernova Inc.
+3.65%
+$23,993.37 
GSID Goldman Sachs MarketBeta International Fund
+2.82%
+$121,770.79 
VZ Verizon Communications Inc.
+2.46%
+$12,666.89 
JPM JPMorgan Chase & Co.
+2.3%
+$85,694.3 
CMCSA Comcast Corp
+2.23%
+$7,146.98 
RCL Royal Caribbean Group
+2.19%
+$32,010.8 
OALC OneAscent Large Cap Core ETF
+2.13%
+$10,798.84 
SYK Stryker Corporation
+2.11%
+$5,155.07 
NUE Nucor Corporation
+2.09%
+$13,139.95 
PM Philip Morris International Inc.
+2.04%
+$10,837.6 
LNC Lincoln National Corporation
+1.93%
+$6,343.59 
TSLA Tesla, Inc.
+1.88%
+$10,972.32 
JKHY Jack Henry & Associates, Inc.
+1.8%
+$4,748.84 
VFQY Vanguard U.S. Quality Factor Fund
+1.77%
+$10,632.82 
MTUM iShares MSCI USA Momentum Factor ETF
+1.72%
+$22,909.73 
LKFN Lakeland Financial Corporation
+1.64%
+$4,222 
WFC Wells Fargo & Company
+1.64%
+$3,233.25 
BLK BlackRock, Inc.
+1.56%
+$3,292.64 
BAC Bank of America Corporation
+1.52%
+$3,166.8 
CAT Caterpillar Inc.
+1.48%
+$48,071.88 
PAYX Paychex Inc.
+1.39%
+$3,848.82 
ICVT iShares Convertible Bond ETF
+1.34%
+$8,448.26 
NEE NextEra Energy, Inc.
+1.3%
+$4,655.36 
ABBV AbbVie Inc.
+1.3%
+$3,786.59 
SPMO Invesco S&P 500 Momentum ETF
+1.28%
+$160,757.42 
STLD Steel Dynamics Inc.
+1.15%
+$16,579.65 
GL Globe Life Inc.
+1.11%
+$4,684.8 
ICE Intercontinental Exchange, Inc.
+1.09%
+$3,584.49 
AZO AutoZone Inc.
+1.08%
+$3,406.79 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$4,246.03 
JNJ Johnson & Johnson
+1.07%
+$6,499.95 
V Visa Inc. Class A
+1.05%
+$2,304.61 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$96,958.4 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$4,889.16 
VO Vanguard Mid-Cap ETF
+0.97%
+$18,772.53 
VTV Vanguard Value ETF
+0.94%
+$62,898.46 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.93%
+$2,232 
PRF Invesco FTSE RAFI US 1000 ETF
+0.92%
+$33,295.5 
ESUM Eventide US Market ETF
+0.91%
+$2,262.33 
SPEM SPDR Portfolio Emerging Markets ETF
+0.91%
+$2,577.48 
ELCV Eventide High Dividend ETF
+0.91%
+$3,066.16 
MNST Monster Beverage Corporation
+0.86%
+$4,796.24 
PG Procter & Gamble Co
+0.85%
+$8,348.26 
VDE Vanguard Energy ETF
+0.81%
+$2,325.23 
GE General Electric Company
+0.81%
+$7,724.67 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$2,120.32 
MSCI MSCI Inc.
+0.79%
+$3,159.74 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$33,895.71 
SLV iShares Silver Trust
+0.77%
+$3,442.28 
CHKP Check Point Software Technologies Ltd.
+0.76%
+$1,775.66 
CGDG Capital Group Dividend Growers ETF
+0.76%
+$6,432.73 
HD The Home Depot, Inc.
+0.73%
+$3,436.81 
VB Vanguard Small-Cap ETF
+0.73%
+$22,871.59 
COST Costco Wholesale Corporation
+0.72%
+$3,383.16 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$232,861.86 
IGM iShares Expanded Tech Sector ETF
+0.71%
+$17,435.04 
DGRO iShares Core Dividend Growth ETF
+0.7%
+$1,869.53 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$6,924.47 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$5,981.7 
CGDV Capital Group Dividend Value ETF
+0.68%
+$5,830.44 
DFGR Dimensional Global Real Estate ETF
+0.68%
+$1,840.8 
VOOV Vanguard S&P 500 Value ETF
+0.64%
+$7,464.54 
IYW iShares U.S. Technology ETF
+0.62%
+$42,571.88 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$12,358 
XLI Industrial Select Sector SPDR Fund
+0.61%
+$4,952.01 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$102,791.91 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$11,717.47 
VGT Vanguard Information Technology ETF
+0.6%
+$61,656 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$2,926 
AEP American Electric Power Company, Inc.
+0.59%
+$1,598.28 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.59%
+$211,218.93 
IVV iShares Core S&P 500 ETF
+0.58%
+$2,610.11 
VOO Vanguard S&P 500 ETF
+0.58%
+$99,386.28 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$24,500.1 
CGMM Capital Group U.S. Small and Mid Cap ETF
+0.57%
+$5,891.76 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$66,789.94 
GOOGL Alphabet Inc
+0.56%
+$7,146.04 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$27,738.15 
IWB iShares Russell 1000 ETF
+0.55%
+$19,265.16 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$113,700.84 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$44,634.61 
CGUS Capital Group Core Equity ETF
+0.51%
+$7,442.16 
CHD Church & Dwight Co., Inc.
+0.51%
+$1,689.51 
CATH Global X S&P 500 Catholic Values ETF
+0.49%
+$2,980.79 
WWJD Inspire International ETF
+0.49%
+$10,619.67 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$57,768.36 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$1,213.68 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$4,506.18 
GOOG Alphabet Inc
+0.46%
+$4,503.44 
WMT Walmart Inc.
+0.45%
+$8,359.75 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$74,520.54 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$3,639.16 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.43%
+$1,343.43 
IXUS iShares Core International Stock ETF
+0.43%
+$3,161.92 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$7,298.8 
MGC Vanguard Mega Cap ETF
+0.41%
+$42,087.49 
DFIC Dimensional International Core Equity Market ETF
+0.41%
+$19,621.29 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$131,375.2 
VOOG Vanguard S&P 500 Growth ETF
+0.41%
+$3,193.74 
PEP PepsiCo, Inc.
+0.4%
+$3,362.84 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$15,872.97 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$1,424.26 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$36,928.32 
DUHP Dimensional US High Profitability ETF
+0.39%
+$30,653.28 
BALI iShares Adaptive Large Cap ETF
+0.37%
+$1,210 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$8,458.72 
FNDF Schwab Fundamental International Large Company Index ETF
+0.35%
+$2,315.34 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$44,054.75 
AMGN Amgen Inc.
+0.34%
+$1,811.7 
BAI iShares A.I. Innovation and Tech Active ETF
+0.33%
+$58,107.52 
CGBL Capital Group Core Balanced ETF
+0.32%
+$5,882.4 
CGGO Capital Group Global Growth Equity ETF
+0.32%
+$3,147.82 
EFA iShares MSCI EAFE ETF
+0.31%
+$2,572.8 
CGNG Capital Group New Geography Equity ETF
+0.3%
+$1,527.02 
IGRO iShares International Dividend Growth ETF
+0.29%
+$1,502.02 
FDLO Fidelity Low Volatility Factor ETF
+0.29%
+$2,588.57 
XOM Exxon Mobil Corporation
+0.29%
+$2,598.39 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$32,282.94 
ROL Rollins, Inc.
+0.28%
+$822.78 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.28%
+$116,497.44 
OEF iShares S&P 100 ETF
+0.27%
+$16,945.66 
ADP Automatic Data Processing Inc.
+0.23%
+$763.47 
VUG Vanguard Growth ETF
+0.22%
+$16,672.5 
CGGE Capital Group Global Equity ETF
+0.22%
+$3,508.95 
CPSO Calamos S&P 500 Structured Alt Protection ETF – October
+0.2%
+$557.26 
FXH First Trust Health Care AlphaDEX Fund
+0.19%
+$3,317.38 
NVDA NVIDIA Corporation
+0.18%
+$4,324.93 
BNDX Vanguard Total International Bond ETF
+0.17%
+$13,135.6 
CGGR Capital Group Growth ETF
+0.15%
+$1,619.31 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.14%
+$1,395.87 
MSFT Microsoft Corp.
+0.13%
+$3,439.28 
XLG Invesco S&P 500 Top 50 ETF
+0.13%
+$19,780.64 
PH Parker-Hannifin Corporation
+0.12%
+$319 
BINC iShares Flexible Income Active ETF
+0.12%
+$10,050.48 
PYLD PIMCO Multisector Bond Active ETF
+0.11%
+$8,118.9 
CGIE Capital Group International Equity ETF
+0.11%
+$4,126.8 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.1%
+$1,450.75 
KO The Coca-Cola Company
+0.1%
+$563.28 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$882.36 
IAU iShares Gold Trust
+0.09%
+$10,220 
CL Colgate-Palmolive Company
+0.07%
+$229.45 
AIQ Global X Artificial Intelligence & Technology ETF
+0.06%
+$908.48 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$194.7 
GLD SPDR Gold Shares
+0.06%
+$134.77 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.05%
+$607.36 
ORCL Oracle Corporation
+0.05%
+$457.06 
CGIB Capital Group International Bond USD Hedged Fund
+0.04%
+$134.71 
HYDB iShares High Yield Systematic Bond ETF
+0.03%
+$528.32 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$87.44 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$246.13 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.02%
+$138.12 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.02%
+$46.74 
EFG iShares MSCI EAFE Growth ETF
+0.02%
+$57.72 
MCD McDonald's Corporation
+0.01%
+$32.36 
ABC AmerisourceBergen Corporation
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
DECM
0%
$0 
FUMB First Trust Ultra Short Duration Municipal ETF
0%
$0 
PMBS
0%
$0 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$35,111.42 
CASY Casey's General Stores Inc.
-2.31%
-$14,776.86 
SHLD Global X Defense Tech ETF
-1.98%
-$123,578.13 
BTHM iShares U.S. Thematic Rotation Active ETF
-1.75%
-$257,181.08 
XAR SPDR S&P Aerospace & Defense ETF
-1.63%
-$25,256.7 
AAPL Apple Inc.
-1.52%
-$196,825.5 
MRK Merck & Co., Inc.
-1.41%
-$5,837.92 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$5,254.26 
AMZN Amazon.com Inc
-1.21%
-$9,264.63 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-1.2%
-$3,659.43 
MTD Mettler-Toledo International Inc.
-1.04%
-$3,689 
CPRT Copart Inc.
-1%
-$2,081.34 
IBM International Business Machines Corporation
-0.97%
-$6,237.14 
AVGO Broadcom Inc.
-0.94%
-$18,585.13 
JKF iShares Morningstar Large-Cap Value ETF
-0.88%
-$2,657.53 
DSGX The Descartes Systems Group Inc.
-0.79%
-$1,753.34 
CSCO Cisco Systems, Inc.
-0.6%
-$3,036.07 
BSX Boston Scientific Corporation
-0.59%
-$957.6 
MKC McCormick & Company, Incorporated
-0.56%
-$1,281.5 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$55,596.4 
DIS The Walt Disney Company
-0.3%
-$893.96 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$3,396.24 
ZECP Zacks Earnings Consistent Portfolio
-0.24%
-$1,073.28 
META Meta Platforms Inc Class A
-0.23%
-$1,233.69 
BLV Vanguard Long-Term Bond ETF
-0.2%
-$1,443.54 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$3,504.96 
NVO Novo Nordisk A/S Sponsored ADR
-0.16%
-$524.23 
MBB iShares MBS ETF
-0.15%
-$17,669.96 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$11,676.9 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$1,950.06 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$1,212.84 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$2,525.05 
SYSB iShares Systematic Bond ETF
-0.11%
-$488.7 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$290.23 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$3,107.68 
INTU Intuit Inc.
-0.1%
-$168.56 
CGCB Capital Group Core Bond ETF
-0.1%
-$343.25 
OACP OneAscent Core Plus Bond ETF
-0.09%
-$499.52 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$2,671.74 
FSMB First Trust Short Duration Managed Municipal ETF
-0.07%
-$819.83 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.07%
-$251.32 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$356.22 
CGCP Capital Group Core Plus Income ETF
-0.07%
-$327.06 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$5,915.55 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.06%
-$1,096.38 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.04%
-$144.42 
FMB First Trust Managed Municipal Fund
-0.04%
-$267.86 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$714.26 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.03%
-$2,351.34 
TSCO Tractor Supply Company
-0.03%
-$67.15 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$78.33 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$105.4 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2493 | Longs Won 1474/2493 59% | Profit Factor 5.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $474,802.52 |
| Average Win $161,643.78 | Best Trade (Jun 12) $7.56M | Sharpe Ratio -12.04 |
| Average Loss -$40,609.11 | Worst Trade (Sep 30) -$8.77M | Z-Score 4.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 3d | Expectancy $78,974.03 |
| 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 | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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