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:
18.27%
Gain +0.52%
Monthly
0.77%
Yearly
9.66%
Drawdown
17.78%
$176.79M
Equity
Holdings
$176.79M
Investment
$169.59M
$25.96M
Profit +$1.11M
Realized
$18.76M
Unrealized
$7.2M
Dividends
$6.46M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.52%
Profit
$1.11M
Win %
54%
This Week
Compared To Last Week
Gain
0.63%
Profit
$1.11M
Win %
54%
This Month
Compared to last month
Gain
-0.1%
Profit
-$171,632.68
Win %
54%
This Year
Compared to last year
Gain
6.23%
Profit
$10.35M
Win %
58%
STEX BioSig Technologies, Inc.
+6.53%
+$451.82 
TSLA Tesla, Inc.
+6.47%
+$56,467.6 
FTEK Fuel Tech, Inc.
+4.38%
+$6,900 
IREN IREN Ltd.
+4.36%
+$7,595 
INTC Intel Corporation
+3.56%
+$30,250.53 
MU Micron Technology Inc.
+2.96%
+$68,196.55 
SMH VanEck Semiconductor ETF
+2.92%
+$47,786.47 
NVDA NVIDIA Corporation
+2.92%
+$42,176.63 
CIBR First Trust Nasdaq Cybersecurity ETF
+2.42%
+$104,406.25 
BEEM Beam Global
+1.71%
+$13,063.25 
GNSS Genasys Inc.
+1.7%
+$162,180.23 
QQQM Invesco NASDAQ 100 ETF
+1.37%
+$72,901.15 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+1.28%
+$28,032.68 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.23%
+$8,309.52 
WFC Wells Fargo & Company
+1.22%
+$4,195.87 
JPEF JPMorgan Equity Focus ETF
+1.2%
+$5,360.57 
UUUU Energy Fuels Inc.
+1.2%
+$8,164.8 
IJH iShares Core S&P Mid-Cap ETF
+1.09%
+$16,808.83 
BAC Bank of America Corporation
+0.98%
+$3,858.53 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.93%
+$38,108.52 
BABA Alibaba Group Holding Ltd. ADR
+0.88%
+$2,167.44 
SPYI NEOS S&P 500 High Income ETF
+0.86%
+$2,303.66 
IFN Aberdeen India Fund, Inc.
+0.78%
+$810.24 
AMZN Amazon.com Inc
+0.77%
+$9,302.4 
IEFA iShares Core MSCI EAFE ETF
+0.76%
+$26,450.09 
MSFT Microsoft Corporation Common Stock
+0.76%
+$11,072.33 
RDVY First Trust Rising Dividend Achievers ETF
+0.75%
+$179,087.42 
ALMU Aeluma, Inc. Common Stock
+0.65%
+$785.51 
AMGN Amgen Inc. Common Stock
+0.6%
+$8,170.77 
GLD SPDR Gold Shares
+0.52%
+$2,279.35 
RWL Invesco S&P 500 Revenue ETF
+0.5%
+$21,008.03 
IBM International Business Machines Corporation
+0.48%
+$11,427.08 
SLV iShares Silver Trust
+0.47%
+$887.8 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.42%
+$5,878.11 
DWLD Davis Select Worldwide ETF
+0.4%
+$8,295.84 
EIX Edison International
+0.4%
+$1,376.55 
BRK-B Berkshire Hathaway Inc.
+0.4%
+$37,358.4 
CPZ Calamos Long/Short Equity & Dynamic Income Trust
+0.37%
+$2,567.61 
FCG First Trust Natural Gas ETF
+0.36%
+$2,154.64 
FPE First Trust Preferred Securities and Income ETF
+0.33%
+$38,225.28 
FALN iShares Fallen Angels USD Bond ETF
+0.25%
+$5,745.74 
DINT Davis Select International ETF
+0.24%
+$40,377.81 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.22%
+$460.71 
FLMI Franklin Dynamic Municipal Bond ETF
+0.21%
+$817.3 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
+0.21%
+$674.52 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
+0.16%
+$1,798.16 
BA The Boeing Company
+0.14%
+$6,861.12 
NFLT Virtus Newfleet Multi-Sector Bond ETF
+0.14%
+$310.83 
JMUB JPMorgan Municipal ETF
+0.12%
+$340.44 
GTO Invesco Total Return Bond ETF
+0.12%
+$10,118.13 
GOOGL Alphabet Inc
+0.1%
+$341.63 
META Meta Platforms Inc Class A
+0.09%
+$486.04 
GOVT iShares U.S. Treasury Bond ETF
+0.09%
+$222.82 
MUST Columbia Multi-Sector Municipal Income ETF
+0.08%
+$175.14 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.06%
+$613.18 
LMBS First Trust Low Duration Opportunities ETF
+0.05%
+$296.25 
USFR WisdomTree Floating Rate Treasury Fund
+0.04%
+$412.04 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1,105.36 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$1,165.12 
SPTI State Street SPDR Portfolio Intermediate Term Treasury ETF
+0.02%
+$787.1 
GOOG Alphabet Inc
+0.01%
+$1,376.1 
CTRA Coterra Energy Inc.
0%
$0 
DNN Denison Mines Corp.
0%
$0 
SKYX SKYX Platforms Corp.
-5.61%
-$3,061.5 
BP BP Plc Sponsored ADR
-1.35%
-$5,648.27 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.91%
-$5,739.44 
CVX Chevron Corporation
-0.4%
-$3,189.28 
IEMG iShares Core MSCI Emerging Markets ETF
-0.32%
-$3,321.47 
AAPL Apple Inc.
-0.3%
-$13,077.26 
HD The Home Depot, Inc.
-0.28%
-$625.67 Events
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Dividends
Dividend Analysis
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| Trades 388 | Longs Won 238/388 61% | Profit Factor 2.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $550,691.44 |
| Average Win $178,311.13 | Best Trade (Dec 31) $4.87M | Sharpe Ratio -11.16 |
| Average Loss -$109,874.04 | Worst Trade (Oct 15) -$6.35M | Z-Score -0.59 (44.6%) |
| Commissions $0 | Avg. Trade Length 9m 1w 4d | Expectancy $66,899.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% |
| Consecutive Losing Trades | 1,610 | 1,449 | 1,288 | 1,127 | 966 | 805 | 644 | 483 | 322 | 161 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,514 | $3.16M | $4.34M | - | $1.18M | 37.35% | -0.301% |
| ALMU Aeluma, Inc. Common Stock | 17,573 | $213,564.83 | $122,214.94 | - | -$91,349.89 | -42.77% | +0.647% |
| AMGN Amgen Inc. Common Stock | 3,095 | $885,141.46 | $1.37M | - | $482,539.01 | 54.52% | +0.601% |
| AMZN Amazon.com Inc | 4,896 | $1.06M | $1.22M | - | $164,604.57 | 15.54% | +0.766% |
| BA The Boeing Company | 25,892 | $5.23M | $4.88M | - | -$341,393.49 | -6.53% | +0.141% |
| BABA Alibaba Group Holding Ltd. ADR | 2,463 | $356,853.31 | $247,580.76 | - | -$109,272.55 | -30.62% | +0.883% |
| BAC Bank of America Corporation | 7,795 | $380,534.13 | $397,973.72 | - | $17,439.59 | 4.58% | +0.979% |
| BEEM Beam Global | 837,388 | $2.29M | $776,091.2 | - | -$1.51M | -66.09% | +1.712% |
| BP BP Plc Sponsored ADR | 8,127 | $282,251 | $411,429.37 | - | $129,178.37 | 45.77% | -1.354% |
| BRK-B Berkshire Hathaway Inc. | 17,376 | $8.54M | $9.46M | - | $916,856.68 | 10.73% | +0.397% |
| CIBR First Trust Nasdaq Cybersecurity ETF | 40,625 | $3.01M | $4.42M | - | $1.41M | 46.72% | +2.422% |
| CPZ Calamos Long/Short Equity & Dynamic Income Trust | 57,058 | $896,600.57 | $703,239.85 | - | -$193,360.72 | -21.57% | +0.366% |
| 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 | $792,290.02 | - | $285,916.23 | 56.46% | -0.401% |
| DINT Davis Select International ETF | 621,197 | $16.74M | $16.92M | - | $181,441.61 | 1.08% | +0.239% |
| DNN Denison Mines Corp. | 28,896 | $52,012.99 | $62,704.32 | - | $10,691.33 | 20.56% | 0.0 |
| DWLD Davis Select Worldwide ETF | 46,088 | $1.99M | $2.07M | - | $76,525.97 | 3.84% | +0.403% |
| EIX Edison International | 5,985 | $437,982 | $344,616.3 | - | -$93,365.7 | -21.32% | +0.401% |
| FALN iShares Fallen Angels USD Bond ETF | 88,396 | $2.41M | $2.28M | - | -$125,304.86 | -5.2% | +0.252% |
| FCG First Trust Natural Gas ETF | 18,736 | $459,884.47 | $603,954.96 | - | $144,070.49 | 31.33% | +0.358% |
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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 Sharon Medina?
The largest contributions to the portfolio's profits come from the following stocks: Davis Select International ETF - $5.97M, Alphabet Inc - $4.95M, First Trust Rising Dividend Achievers ETF - $3.04M, First Trust Preferred Securities and Income ETF - $2.88M, 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 $6.46M earned over time. The largest contributors to dividend income include First Trust Preferred Securities and Income ETF - $2.09M, Davis Select International ETF - $693,253.95, Janus Henderson AAA CLO ETF - $397,068.28, State Street SPDR Portfolio Intermediate Term Treasury ETF - $379,568.11, and First Trust Rising Dividend Achievers ETF - $374,559.56. 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.
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