SM
Sharon Medina Portfolio
Invests via INTEGRITY WEALTH ADVISORS Inc. | Managed by Sharon Medina
Invests via INTEGRITY WEALTH ADVISORS Inc.
Managed by Sharon Medina
Automatically Tracked
Sharon Medina Profile
Sharon Medina has established herself as a prominent operating executive within the financial services sector. With a deep-rooted background in corporate leadership, she effectively drives strategic initiatives that enhance organizational performance and operational efficiency. Her extensive experience includes overseeing multifaceted teams and spearheading major projects aimed at fostering innovation and market expansion. By blending analytical insights with practical execution, she plays a crucial role in aligning business objectives with competitive advantage in an evolving marketplace. Sharon's contributions have consistently propelled her organization to new heights while also positioning her as a key player among industry leaders.
Sharon Medina has established herself as a prominent operating executive within the financial services sector. With a deep-rooted background in corporate leadership, she effectively drives strategic initiatives that enhance organizational performance and operational efficiency. Her extensive experience includes overseeing multifaceted teams and spearheading major projects aimed at fostering innovation and market expansion. By blending analytical insights with practical execution, she plays a crucial role in aligning business objectives with competitive advantage in an evolving marketplace. Sharon's contributions have consistently propelled her organization to new heights while also positioning her as a key player among industry leaders.
Investment Philosophy & Strategy
Sharon Medina's operational insights prioritize transformation and innovation within the financial services landscape. Her leadership experience allows for a strategic alignment of resources that drives both efficiency and market competitiveness. By focusing on scalable solutions, she enhances organizational agility, enabling her teams to swiftly adapt to changing dynamics. This approach not only supports sustainable growth but also emphasizes long-term value creation through data-driven decision-making. As an influential figure in this sector, her ability to navigate complexities positions her organization favorably against competitors while fostering a culture of continuous improvement.
Sharon Medina's operational insights prioritize transformation and innovation within the financial services landscape. Her leadership experience allows for a strategic alignment of resources that drives both efficiency and market competitiveness. By focusing on scalable solutions, she enhances organizational agility, enabling her teams to swiftly adapt to changing dynamics. This approach not only supports sustainable growth but also emphasizes long-term value creation through data-driven decision-making. As an influential figure in this sector, her ability to navigate complexities positions her organization favorably against competitors while fostering a culture of continuous improvement.
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:
15.21%
Gain +0.41%
Monthly
0.82%
Yearly
10.28%
Drawdown
17.59%
$183.08M
Equity
Holdings
$183.08M
Investment
$169.59M
$32.56M
Profit +$735,161.97
Realized
$19.07M
Unrealized
$13.49M
Dividends
$5.35M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.41%
Profit
$735,161.97
Win %
68%
This Week
Compared To Last Week
Gain
-1.19%
Profit
-$2.2M
Win %
68%
This Month
Compared to last month
Gain
-0.63%
Profit
-$1.17M
Win %
68%
This Year
Compared to last year
Gain
2.33%
Profit
$6.68M
Win %
70%
INTC Intel Corporation
+6.48%
+$74,086.92 
IREN IREN Limited
+5.4%
+$21,420 
STEX BioSig Technologies, Inc.
+2.11%
+$316.43 
DNN Denison Mines Corp.
+2%
+$1,733.76 
TSLA Tesla, Inc.
+1.88%
+$17,599.25 
SMH VanEck Semiconductor ETF
+1.65%
+$31,155 
WFC Wells Fargo & Company
+1.62%
+$5,573.62 
BAC Bank of America Corporation
+1.52%
+$6,547.8 
ALMU Aeluma Inc.
+1.45%
+$6,326.28 
FCG First Trust Natural Gas ETF
+1.37%
+$7,307.04 
IFN The India Fund, Inc.
+1.2%
+$1,316.64 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$261,042.68 
GNSS Genasys Inc.
+1.05%
+$129,744.18 
EIX Edison International
+0.84%
+$3,650.85 
RWL Invesco S&P 500 Revenue ETF
+0.81%
+$32,367.92 
SLV iShares Silver Trust
+0.77%
+$1,814.2 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.77%
+$17,445.87 
CVX Chevron Corporation
+0.75%
+$4,775.37 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$11,808.74 
HD The Home Depot, Inc.
+0.73%
+$1,680.16 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$58,209.77 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$36,542.37 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
+0.64%
+$2,084.88 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$4,270.17 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$6,846.28 
GOOGL Alphabet Inc
+0.53%
+$2,104.82 
SPYI NEOS S&P 500 High Income ETF
+0.53%
+$1,417.64 
DWLD Davis Select Worldwide ETF
+0.51%
+$11,061.12 
JPEF JPMorgan Equity Focus ETF
+0.47%
+$2,055.35 
GOOG Alphabet Inc
+0.45%
+$48,927.69 
AMGN Amgen Inc.
+0.34%
+$3,775.91 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$11,678.49 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$7,971.26 
BP BP p.l.c. Sponsored ADR
+0.21%
+$731.43 
NVDA NVIDIA Corporation
+0.14%
+$1,892.81 
PYLD PIMCO Multisector Bond Active ETF
+0.11%
+$1,348.62 
MSFT Microsoft Corp.
+0.1%
+$1,112.8 
FPE First Trust Preferred Securities and Income ETF
+0.08%
+$10,425.08 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.08%
+$179.16 
BABA Alibaba Group Holding Limited SP ADR
+0.08%
+$221.67 
GLD SPDR Gold Shares
+0.06%
+$277.37 
FALN iShares Fallen Angels USD Bond ETF
+0.04%
+$883.96 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$1,658.04 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$1,747.68 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$118.5 
CTRA Coterra Energy Inc.
0%
$0 
FTEK Fuel Tech Inc.
0%
$0 
GTO Invesco Total Return Bond ETF
0%
$0 
SKYX Skyx Platforms Corp
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
CPZ Calamos Long/Short Equity & Dynamic Income Trust
-1.69%
-$12,552.76 
AAPL Apple Inc.
-1.52%
-$56,313 
MU Micron Technology, Inc.
-1.42%
-$37,278.18 
AMZN Amazon.com Inc
-1.21%
-$14,345.23 
BA Boeing Company
-1.13%
-$64,988.92 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.04%
-$5,584.32 
IBM International Business Machines Corporation
-0.97%
-$25,111.44 
BEEM Beam Global
-0.86%
-$8,373.88 
NFLT Virtus Newfleet Multi-Sector Bond ETF
-0.58%
-$1,398.73 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$4,478.56 
META Meta Platforms Inc Class A
-0.26%
-$1,215.1 
UUUU Energy Fuels Inc.
-0.2%
-$2,721.6 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.16%
-$1,635.16 
JMUB JPMorgan Municipal Bond ETF
-0.15%
-$425.55 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.14%
-$6,296.8 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$278.52 
DINT Davis Select International Fund
-0.1%
-$18,635.91 
FLMI Franklin Dynamic Municipal Bond ETF
-0.1%
-$408.67 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.09%
-$3,250 
MUST Columbia Multi-Sector Municipal Income ETF
-0.07%
-$175.14 Events
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Dividends
Dividend Analysis
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| Trades 388 | Longs Won 252/388 64% | Profit Factor 4.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $510,061.84 |
| Average Win $171,556.58 | Best Trade (Dec 31) $4.87M | Sharpe Ratio -13.56 |
| Average Loss -$78,460.18 | Worst Trade (Jun 11) -$3.16M | Z-Score 1.77 (92.31%) |
| Commissions $0 | Avg. Trade Length 7m 2w 1d | Expectancy $83,921.84 |
| 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 | 2,331 | 2,098 | 1,865 | 1,632 | 1,399 | 1,166 | 932 | 699 | 466 | 233 |
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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