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:
18.98%
Gain -0.37%
Monthly
0.93%
Yearly
11.77%
Drawdown
17.65%
$177.87M
Equity
Holdings
$177.87M
Investment
$169.59M
$27.33M
Profit -$719,608.52
Realized
$19.05M
Unrealized
$8.28M
Dividends
$5.8M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.37%
Profit
-$719,608.52
Win %
58%
This Week
Compared To Last Week
Gain
-1.09%
Profit
-$1.97M
Win %
58%
This Month
Compared to last month
Gain
-3.24%
Profit
-$5.95M
Win %
58%
This Year
Compared to last year
Gain
6.88%
Profit
$11.43M
Win %
61%
MU Micron Technology, Inc.
+7.72%
+$175,576.68 
INTC Intel Corporation
+5.72%
+$54,256.45 
SLV iShares Silver Trust
+3.39%
+$6,677.8 
ALMU Aeluma Inc.
+3.29%
+$8,435.04 
SMH VanEck Semiconductor ETF
+3.25%
+$56,357.94 
BEEM Beam Global
+2.92%
+$24,954.16 
SKYX Skyx Platforms Corp
+2.87%
+$2,275 
IREN IREN Limited
+2.46%
+$6,930 
STEX BioSig Technologies, Inc.
+2.2%
+$269.21 
FTEK Fuel Tech Inc.
+2.02%
+$3,438.5 
DNN Denison Mines Corp.
+1.94%
+$1,589.28 
IEMG iShares Core MSCI Emerging Markets ETF
+1.93%
+$20,199.93 
TSLA Tesla, Inc.
+1.83%
+$15,828.73 
UUUU Energy Fuels Inc.
+1.75%
+$18,597.6 
NVDA NVIDIA Corporation
+1.73%
+$24,140.16 
QQQM Invesco NASDAQ 100 ETF
+1.25%
+$65,739.72 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.18%
+$6,359.92 
GNSS Genasys Inc.
+1.15%
+$129,095.46 
BP BP p.l.c. Sponsored ADR
+1.12%
+$3,819.69 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.12%
+$7,559.35 
GLD SPDR Gold Shares
+1.01%
+$4,474.25 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.66%
+$14,911 
FCG First Trust Natural Gas ETF
+0.61%
+$3,185.12 
CVX Chevron Corporation
+0.53%
+$3,410.97 
IEFA iShares Core MSCI EAFE ETF
+0.5%
+$17,210.67 
RDVY First Trust Rising Dividend Achievers ETF
+0.39%
+$94,096.78 
CPZ Calamos Long/Short Equity & Dynamic Income Trust
+0.36%
+$2,687.43 
META Meta Platforms Inc Class A
+0.34%
+$1,860.38 
WFC Wells Fargo & Company
+0.32%
+$1,169 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.32%
+$12,823.44 
DWLD Davis Select Worldwide ETF
+0.32%
+$6,913.2 
SPYI NEOS S&P 500 High Income ETF
+0.29%
+$784.76 
JPEF JPMorgan Equity Focus ETF
+0.26%
+$1,138.78 
MUST Columbia Multi-Sector Municipal Income ETF
+0.1%
+$233.52 
IJH iShares Core S&P Mid-Cap ETF
+0.09%
+$1,489.39 
GTO Invesco Total Return Bond ETF
+0.07%
+$5,518.98 
IFN The India Fund, Inc.
+0.06%
+$66.84 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.04%
+$87.53 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$1,658.04 
FALN iShares Fallen Angels USD Bond ETF
+0.02%
+$441.98 
CTRA Coterra Energy Inc.
0%
$0 
DINT Davis Select International Fund
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
BABA Alibaba Group Holding Limited SP ADR
-1.85%
-$5,492.49 
HD The Home Depot, Inc.
-1.74%
-$4,063.35 
BA Boeing Company
-0.97%
-$52,819.68 
EIX Edison International
-0.89%
-$4,129.65 
AMZN Amazon.com Inc
-0.81%
-$9,938.93 
BRK-B Berkshire Hathaway Inc.
-0.62%
-$52,996.8 
GOOGL Alphabet Inc
-0.62%
-$2,402.35 
MSFT Microsoft Corp.
-0.59%
-$6,579.46 
GOOG Alphabet Inc
-0.58%
-$62,383.2 
AAPL Apple Inc.
-0.54%
-$22,149.78 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.53%
-$7,557.57 
LMBS First Trust Low Duration Opportunities ETF
-0.49%
-$2,903.25 
AMGN Amgen Inc.
-0.45%
-$5,013.93 
FPE First Trust Preferred Securities and Income ETF
-0.39%
-$48,650.35 
NFLT Virtus Newfleet Multi-Sector Bond ETF
-0.26%
-$621.66 
GOVT iShares U.S. Treasury Bond ETF
-0.24%
-$612.75 
BAC Bank of America Corporation
-0.23%
-$1,091.3 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.22%
-$2,162.5 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.13%
-$4,875 
PYLD PIMCO Multisector Bond Active ETF
-0.11%
-$1,276.69 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.11%
-$4,722.6 
IBM International Business Machines Corporation
-0.08%
-$1,598.85 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
-0.07%
-$245.28 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$141.85 
FLMI Franklin Dynamic Municipal Bond ETF
-0.04%
-$163.46 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$1,165.12 
RWL Invesco S&P 500 Revenue ETF
-0.01%
-$622.46 Events
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Dividends
Dividend Analysis
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| Trades 388 | Longs Won 236/388 60% | Profit Factor 2.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $529,162.73 |
| Average Win $174,139.4 | Best Trade (Dec 31) $4.87M | Sharpe Ratio -11.24 |
| Average Loss -$90,544.19 | Worst Trade (Jul 27) -$4.31M | Z-Score -2.39 (100%) |
| Commissions $0 | Avg. Trade Length 8m 4d | Expectancy $70,448.92 |
| 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 | 1,965 | 1,768 | 1,572 | 1,375 | 1,179 | 982 | 786 | 589 | 393 | 196 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $2.69M, 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, First Trust NASDAQ Cybersecurity ETF - $21,152.47, The Walt Disney Company - $19,187.89, and The Home Depot, Inc - $7,119.81. 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 $5.8M earned over time. The largest contributors to dividend income include First Trust Preferred Securities and Income ETF - $1.9M, Davis Select International Fund - $693,253.95, Janus Henderson AAA CLO ETF - $337,022.47, SPDR Portfolio Intermediate Term Treasury ETF - $335,709.48, 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.
