G. Andrew Quinn Portfolio
Invests via AJ Advisors LLC | Managed by G. Andrew Quinn, John Stauffer
Invests via AJ Advisors LLC
Managed by G. Andrew Quinn, John Stauffer
Automatically Tracked
G. Andrew Quinn Profile
With extensive experience in corporate finance and investment management, G. Andrew Quinn has carved a niche in the financial sector as a dynamic operating executive. He brings a proven track record of transforming organizations through strategic leadership and operational enhancements. His expertise encompasses driving growth initiatives within various sectors, positioning companies for enhanced profitability and market penetration. A well-respected figure among peers, he frequently collaborates with cross-functional teams to identify lucrative opportunities that fuel innovation and expansion. By fostering strong stakeholder relationships, Quinn plays a critical role in enhancing firm value amidst evolving economic landscapes.
With extensive experience in corporate finance and investment management, G. Andrew Quinn has carved a niche in the financial sector as a dynamic operating executive. He brings a proven track record of transforming organizations through strategic leadership and operational enhancements. His expertise encompasses driving growth initiatives within various sectors, positioning companies for enhanced profitability and market penetration. A well-respected figure among peers, he frequently collaborates with cross-functional teams to identify lucrative opportunities that fuel innovation and expansion. By fostering strong stakeholder relationships, Quinn plays a critical role in enhancing firm value amidst evolving economic landscapes.
Investment Philosophy & Strategy
Through a lens of operational focus, G. Andrew Quinn leverages his extensive expertise to identify compelling investment opportunities within diverse industries. His approach centers on integrating strategic leadership with rigorous analysis, enabling targeted initiatives that drive substantial growth and performance improvements. In navigating complex market landscapes, he emphasizes innovation while forging collaborative partnerships that enhance competitive positioning. With an emphasis on transformation, decisions reflect a commitment to maximizing stakeholder value and ensuring sustainable advancement in rapidly changing environments.
Through a lens of operational focus, G. Andrew Quinn leverages his extensive expertise to identify compelling investment opportunities within diverse industries. His approach centers on integrating strategic leadership with rigorous analysis, enabling targeted initiatives that drive substantial growth and performance improvements. In navigating complex market landscapes, he emphasizes innovation while forging collaborative partnerships that enhance competitive positioning. With an emphasis on transformation, decisions reflect a commitment to maximizing stakeholder value and ensuring sustainable advancement in rapidly changing environments.
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:
77.39%
Gain -0.59%
Monthly
1.43%
Yearly
18.52%
Drawdown
18.17%
$321.09M
Equity
Holdings
$321.09M
Investment
$221.08M
$105.3M
Profit -$1.25M
Realized
$5.29M
Unrealized
$100.01M
Dividends
$14.55M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.59%
Profit
-$1.25M
Win %
79%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$1.87M
Win %
79%
This Month
Compared to last month
Gain
-0.15%
Profit
-$489,607.31
Win %
79%
This Year
Compared to last year
Gain
-0.23%
Profit
-$742,841.44
Win %
79%
HD The Home Depot, Inc.
+3.3%
+$14,720.23 
V Visa Inc. Class A
+2.11%
+$12,732.16 
MA Mastercard Incorporated
+1.98%
+$6,000.3 
PG Procter & Gamble Co
+1.58%
+$3,703.31 
DVY iShares Select Dividend ETF
+1.39%
+$3,114.06 
HCA HCA Healthcare Inc.
+1.27%
+$5,998.49 
BRK-B Berkshire Hathaway Inc.
+1.17%
+$5,161.86 
COST Costco Wholesale Corporation
+0.8%
+$1,800 
AAPL Apple Inc.
+0.61%
+$10,571.8 
VTV Vanguard Value ETF
+0.53%
+$94,985.4 
RDVY First Trust Rising Dividend Achievers ETF
+0.49%
+$69,573.35 
JPM JPMorgan Chase & Co.
+0.42%
+$6,649.76 
VCRB Vanguard Core Bond ETF
+0.28%
+$30,458.28 
PYLD PIMCO Multisector Bond Active ETF
+0.24%
+$12,972.3 
PTRB PGIM Total Return Bond ETF
+0.21%
+$16,085.74 
IGRO iShares International Dividend Growth ETF
+0.19%
+$78,632.31 
VO Vanguard Mid-Cap ETF
+0.19%
+$39,164.16 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$19,214.75 
VB Vanguard Small-Cap ETF
+0.09%
+$17,696.97 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.03%
+$118.35 
BLK BlackRock, Inc.
0%
+$19.36 
LPRO Open Lending Corporation
0%
$0 
SMH VanEck Semiconductor ETF
-3.16%
-$463,783.76 
NVDA NVIDIA Corporation
-2.64%
-$14,898.17 
AMZN Amazon.com Inc
-1.81%
-$16,034.67 
QQQ Invesco QQQ Trust, Series 1
-1.6%
-$667,531.7 
MSFT Microsoft Corp.
-1.41%
-$18,824.43 
UNH UnitedHealth Group Incorporated
-0.84%
-$1,649.52 
GOOGL Alphabet Inc
-0.83%
-$10,672 
SPY SPDR S&P 500 ETF Trust
-0.62%
-$8,808.75 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.58%
-$2,524.91 
VOO Vanguard S&P 500 ETF
-0.58%
-$462,375.11 
IVV iShares Core S&P 500 ETF
-0.57%
-$1,638.37 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.17%
-$24,063.08 
YLD Principal Active High Yield ETF
-0.11%
-$1,558.82 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.07%
-$1,795.05 
FMHI First Trust Municipal High Income Fund
-0.04%
-$1,249.2 Events
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Dividends
Dividend Analysis
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No Data
| Trades 537 | Longs Won 395/537 73% | Profit Factor 27.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.45M |
| Average Win $276,637.56 | Best Trade (Oct 07) $25.97M | Sharpe Ratio -11.63 |
| Average Loss -$28,003.92 | Worst Trade (Jun 29) -$1.2M | Z-Score 10.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 4w | Expectancy $196,080.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.18% |
| Consecutive Losing Trades | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,157 | $911,062.89 | $1.75M | - | $835,716.15 | 91.73% | +0.609% |
| AMZN Amazon.com Inc | 3,408 | $329,618.39 | $869,772.72 | - | $540,154.33 | 163.87% | -1.81% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 283,095 | $13.53M | $13.77M | - | $240,487.43 | 1.78% | -0.174% |
| BLK BlackRock, Inc. | 484 | $495,945.13 | $517,720.28 | - | $21,775.15 | 4.39% | +0.004% |
| BRK-B Berkshire Hathaway Inc. | 869 | $461,103.95 | $445,093.11 | - | -$16,010.84 | -3.47% | +1.173% |
| COST Costco Wholesale Corporation | 240 | $239,010.61 | $227,940 | - | -$11,070.61 | -4.63% | +0.796% |
| DVY iShares Select Dividend ETF | 1,462 | $196,836.96 | $227,194.8 | - | $30,357.84 | 15.42% | +1.39% |
| FMHI First Trust Municipal High Income Fund | 62,460 | $3.03M | $2.78M | - | -$251,068.8 | -8.29% | -0.045% |
| GOOGL Alphabet Inc | 3,680 | $448,375.18 | $1.28M | - | $830,792.82 | 185.29% | -0.827% |
| HCA HCA Healthcare Inc. | 1,075 | $300,201.59 | $478,106.25 | - | $177,904.66 | 59.26% | +1.271% |
| HD The Home Depot, Inc. | 1,561 | $529,836.75 | $460,807.2 | - | -$69,029.55 | -13.03% | +3.3% |
| HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | 119,670 | $3.04M | $2.78M | - | -$266,265.95 | -8.75% | -0.065% |
| IGRO iShares International Dividend Growth ETF | 462,543 | $30.59M | $40.79M | - | $10.2M | 33.34% | +0.193% |
| IVV iShares Core S&P 500 ETF | 369 | $213,035.87 | $286,395.66 | - | $73,359.79 | 34.44% | -0.569% |
| JPM JPMorgan Chase & Co. | 4,784 | $817,900.97 | $1.58M | - | $765,459.51 | 93.59% | +0.422% |
| LPRO Open Lending Corporation | 46,418 | $144,360 | $145,752.52 | - | $1,392.52 | 0.96% | 0.0 |
| MA Mastercard Incorporated | 531 | $237,893.04 | $308,702.16 | - | $70,809.12 | 29.77% | +1.982% |
| MSFT Microsoft Corp. | 2,520 | $884,262.86 | $1.32M | - | $431,907.94 | 48.84% | -1.41% |
| NVDA NVIDIA Corporation | 2,378 | $244,633.32 | $549,805.49 | - | $305,172.17 | 124.75% | -2.638% |
| PG Procter & Gamble Co | 1,586 | $232,558.73 | $238,145.83 | - | $5,587.1 | 2.4% | +1.58% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for G. Andrew Quinn?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $3.06M, iShares International Dividend Growth ETF - $2.55M, Vanguard Mid-Cap ETF - $1.74M, iShares 0-5 Year TIPS Bond ETF - $1.63M, and Vanguard Value ETF - $1.44M. 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: iShares Semiconductor ETF - $1.25M, UnitedHealth Group Incorporated - $138,311.85, Adobe Inc - $69,421.86, Dollar General Corporation - $68,151.38, and 3M Company - $12,752.81. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does G. Andrew Quinn's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.55M earned over time. The largest contributors to dividend income include iShares International Dividend Growth ETF - $2.55M, Vanguard S&P 500 ETF - $2.43M, iShares 0-5 Year TIPS Bond ETF - $1.62M, Vanguard Value ETF - $1.08M, and Vanguard Mid-Cap ETF - $857,527.91. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are G. Andrew Quinn's monthly returns?
G. Andrew Quinn'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 G. Andrew Quinn's strategy be considered aggressive or moderate?
G. Andrew Quinn'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 G. Andrew Quinn's strategy?
G. Andrew Quinn'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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