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:
20.3%
Gain +0.5%
Monthly
0.91%
Yearly
11.51%
Drawdown
17.78%
$180.62M
Equity
Holdings
$180.62M
Investment
$169.59M
$29.78M
Profit +$1.04M
Realized
$18.76M
Unrealized
$11.02M
Dividends
$6.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.5%
Profit
$1.04M
Win %
55%
This Week
Compared To Last Week
Gain
-0.63%
Profit
-$1.15M
Win %
55%
This Month
Compared to last month
Gain
-0.25%
Profit
-$450,703.93
Win %
55%
This Year
Compared to last year
Gain
8.53%
Profit
$14.17M
Win %
58%
FTEK Fuel Tech Inc.
+5.21%
+$9,775 
INTC Intel Corporation
+3.17%
+$31,032.45 
IBM International Business Machines Corporation
+2.85%
+$62,637.26 
AAPL Apple Inc.
+2.31%
+$94,605.71 
GOOGL Alphabet Inc
+2.22%
+$8,132.75 
GOOG Alphabet Inc
+2.07%
+$209,472.69 
BA Boeing Company
+1.78%
+$94,246.88 
SLV iShares Silver Trust
+1.77%
+$3,937.2 
ALMU Aeluma Inc.
+1.69%
+$3,922.29 
SMH VanEck Semiconductor ETF
+1.63%
+$28,380.41 
AMZN Amazon.com Inc
+1.39%
+$17,087.04 
GLD SPDR Gold Shares
+1.22%
+$5,806.9 
IREN IREN Limited
+1.19%
+$3,640 
IEMG iShares Core MSCI Emerging Markets ETF
+1.18%
+$13,014.72 
META Meta Platforms Inc Class A
+1.17%
+$6,335.28 
BEEM Beam Global
+1.09%
+$12,560.82 
QQQM Invesco NASDAQ 100 ETF
+0.97%
+$52,151.1 
GNSS Genasys Inc.
+0.97%
+$97,308.13 
BABA Alibaba Group Holding Limited SP ADR
+0.96%
+$2,561.52 
IEFA iShares Core MSCI EAFE ETF
+0.95%
+$34,059.02 
JPEF JPMorgan Equity Focus ETF
+0.95%
+$4,224.02 
NVDA NVIDIA Corporation
+0.89%
+$13,304.52 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.84%
+$5,770.5 
CVX Chevron Corporation
+0.83%
+$6,037.5 
HD The Home Depot, Inc.
+0.82%
+$1,764.53 
SPYI NEOS S&P 500 High Income ETF
+0.8%
+$2,153.29 
RWL Invesco S&P 500 Revenue ETF
+0.79%
+$32,523.53 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.77%
+$17,296.76 
IFN The India Fund, Inc.
+0.72%
+$810.24 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.69%
+$28,394.76 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
+0.65%
+$2,115.54 
IJH iShares Core S&P Mid-Cap ETF
+0.64%
+$10,000.19 
MSFT Microsoft Corp.
+0.52%
+$7,108.01 
JMUB JPMorgan Municipal Bond ETF
+0.52%
+$1,418.5 
WFC Wells Fargo & Company
+0.51%
+$1,899.62 
TSLA Tesla, Inc.
+0.48%
+$4,138.93 
FLMI Franklin Dynamic Municipal Bond ETF
+0.46%
+$1,798.06 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.42%
+$5,878.11 
RDVY First Trust Rising Dividend Achievers ETF
+0.4%
+$97,132.16 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.38%
+$14,625 
MUST Columbia Multi-Sector Municipal Income ETF
+0.36%
+$817.32 
FALN iShares Fallen Angels USD Bond ETF
+0.32%
+$7,513.66 
FPE First Trust Preferred Securities and Income ETF
+0.26%
+$31,275.22 
PYLD PIMCO Multisector Bond Active ETF
+0.19%
+$2,247.7 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.18%
+$384.44 
DWLD Davis Select Worldwide ETF
+0.17%
+$3,696.26 
NFLT Virtus Newfleet Multi-Sector Bond ETF
+0.15%
+$362.63 
GTO Invesco Total Return Bond ETF
+0.12%
+$10,118.13 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$278.52 
JAAA Janus Henderson AAA CLO ETF
+0.05%
+$2,763.4 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$309.03 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.02%
+$204.4 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.02%
+$787.1 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$582.56 
MU Micron Technology, Inc.
0%
+$52.64 
CTRA Coterra Energy Inc.
0%
$0 
DINT Davis Select International Fund
0%
$0 
STEX BioSig Technologies, Inc.
-3.46%
-$371.53 
DNN Denison Mines Corp.
-3.4%
-$3,175.67 
SKYX Skyx Platforms Corp
-3.03%
-$2,600 
UUUU Energy Fuels Inc.
-2.68%
-$33,112.8 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.25%
-$7,752.9 
AMGN Amgen Inc.
-1.05%
-$12,472.85 
FCG First Trust Natural Gas ETF
-0.59%
-$3,559.84 
EIX Edison International
-0.5%
-$1,705.72 
CPZ Calamos Long/Short Equity & Dynamic Income Trust
-0.19%
-$1,426.45 
BP BP p.l.c. Sponsored ADR
-0.1%
-$365.71 
BAC Bank of America Corporation
-0.08%
-$389.75 
BRK-B Berkshire Hathaway Inc.
-0.07%
-$6,429.12 
LMBS First Trust Low Duration Opportunities ETF
-0.03%
-$177.75 Events
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Dividends
Dividend Analysis
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| Trades 388 | Longs Won 239/388 61% | Profit Factor 3.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $548,906.66 |
| Average Win $183,861.25 | Best Trade (Dec 31) $4.87M | Sharpe Ratio -11.16 |
| Average Loss -$95,054.25 | Worst Trade (Sep 02) -$5.62M | Z-Score 0.21 (16.5%) |
| Commissions $0 | Avg. Trade Length 8m 3w 2d | Expectancy $76,751.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 1,901 | 1,711 | 1,521 | 1,331 | 1,141 | 951 | 760 | 570 | 380 | 190 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,514 | $3.16M | $4.18M | - | $1.02M | 32.38% | +2.315% |
| ALMU Aeluma Inc. | 17,573 | $213,564.83 | $236,588.81 | - | $23,023.98 | 10.78% | +1.686% |
| AMGN Amgen Inc. | 3,095 | $885,141.46 | $1.17M | - | $286,130.34 | 32.33% | -1.054% |
| AMZN Amazon.com Inc | 4,896 | $1.06M | $1.25M | - | $191,434.65 | 18.08% | +1.386% |
| BA Boeing Company | 25,892 | $5.23M | $5.4M | - | $171,915.41 | 3.29% | +1.777% |
| BABA Alibaba Group Holding Limited SP ADR | 2,463 | $356,853.31 | $269,944.8 | - | -$86,908.51 | -24.35% | +0.958% |
| BAC Bank of America Corporation | 7,795 | $380,534.13 | $487,265.45 | - | $106,731.32 | 28.05% | -0.08% |
| BEEM Beam Global | 837,388 | $2.29M | $1.17M | - | -$1.12M | -48.97% | +1.087% |
| BP BP p.l.c. Sponsored ADR | 8,127 | $282,251 | $374,126.44 | - | $91,875.44 | 32.55% | -0.098% |
| BRK-B Berkshire Hathaway Inc. | 17,376 | $8.54M | $8.8M | - | $261,607.72 | 3.06% | -0.073% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 40,625 | $3.01M | $3.84M | - | $830,279.95 | 27.59% | +0.382% |
| CPZ Calamos Long/Short Equity & Dynamic Income Trust | 57,058 | $896,600.57 | $742,324.58 | - | -$154,275.99 | -17.21% | -0.192% |
| CTRA Coterra Energy Inc. | 10,302 | $263,118.17 | $335,433.12 | - | $72,314.95 | 27.48% | 0.0 |
| CVX Chevron Corporation | 3,411 | $506,373.79 | $731,761.83 | - | $225,388.04 | 44.51% | +0.832% |
| DINT Davis Select International Fund | 621,197 | $16.74M | $18.08M | - | $1.35M | 8.03% | 0.0 |
| DNN Denison Mines Corp. | 28,896 | $52,012.99 | $90,158.41 | - | $38,145.42 | 73.34% | -3.402% |
| DWLD Davis Select Worldwide ETF | 46,088 | $1.99M | $2.14M | - | $142,431.81 | 7.15% | +0.173% |
| EIX Edison International | 5,985 | $437,982 | $337,943.02 | - | -$100,038.98 | -22.84% | -0.502% |
| FALN iShares Fallen Angels USD Bond ETF | 88,396 | $2.41M | $2.35M | - | -$58,123.9 | -2.41% | +0.321% |
| FCG First Trust Natural Gas ETF | 18,736 | $459,884.47 | $595,055.36 | - | $135,170.89 | 29.39% | -0.595% |
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FAQ
Which stocks have generated the highest profits for Sharon Medina?
The largest contributions to the portfolio's profits come from the following stocks: Davis Select International Fund - $5.97M, Alphabet Inc - $4.94M, First Trust Rising Dividend Achievers ETF - $2.99M, First Trust Preferred Securities and Income ETF - $2.81M, and Energy Fuels Inc - $2.61M. 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: Genasys Inc - $3.33M, Beam Global - $1.02M, Oracle Corporation - $76,560.36, Jakks Pacific Inc - $63,085.48, and Iovance Biotherapeutics, Inc - $42,307.65. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sharon Medina's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.15M earned over time. The largest contributors to dividend income include First Trust Preferred Securities and Income ETF - $2.02M, Davis Select International Fund - $693,253.95, Janus Henderson AAA CLO ETF - $374,740.01, SPDR Portfolio Intermediate Term Treasury ETF - $365,304.44, and First Trust Rising Dividend Achievers ETF - $328,421.78. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sharon Medina's monthly returns?
Sharon Medina'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 Sharon Medina's strategy be considered aggressive or moderate?
Sharon Medina'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 Sharon Medina's strategy?
Sharon Medina'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.
