HPF
Hart & Patterson Financial Group LLC Portfolio
Invests via HART & PATTERSON FINANCIAL GROUP LLC | Managed by Aryn Sands
Invests via HART & PATTERSON FINANCIAL GROUP LLC
Managed by Aryn Sands
Automatically Tracked
Company Profile
Regional wealth and advisory firm HART & PATTERSON FINANCIAL GROUP LLC provides financial planning, investment management, retirement and insurance solutions to individuals and small institutions. The LLC emphasizes fee-based advisory services and multi-asset portfolios, blending discretionary and advisory offerings for high-net-worth and mass-affluent clients. Positioned as a boutique independent advisor, it leverages advisor-led relationships, regional distribution channels and partnerships with custodians and insurance carriers.
Regional wealth and advisory firm HART & PATTERSON FINANCIAL GROUP LLC provides financial planning, investment management, retirement and insurance solutions to individuals and small institutions. The LLC emphasizes fee-based advisory services and multi-asset portfolios, blending discretionary and advisory offerings for high-net-worth and mass-affluent clients. Positioned as a boutique independent advisor, it leverages advisor-led relationships, regional distribution channels and partnerships with custodians and insurance carriers.
Investment Philosophy & Strategy
Client-centric wealth manager emphasizing fee-based, multi-asset portfolios that balance growth and capital preservation for high-net-worth and mass-affluent clients. Investment decisions blend discretionary asset allocation with advisory customization, integrating taxable-efficient tax-aware structuring and insurance solutions to manage liabilities and retirement income risk. Portfolios favor diversified ETFs, active managers where conviction is high, and regional private-market or insurance wrappers sourced through custodian and carrier partnerships. Time horizon is long-term with pragmatic rebalancing, downside risk controls, and advisor-led relationship management to align capital deployment with individual goals.
Client-centric wealth manager emphasizing fee-based, multi-asset portfolios that balance growth and capital preservation for high-net-worth and mass-affluent clients. Investment decisions blend discretionary asset allocation with advisory customization, integrating taxable-efficient tax-aware structuring and insurance solutions to manage liabilities and retirement income risk. Portfolios favor diversified ETFs, active managers where conviction is high, and regional private-market or insurance wrappers sourced through custodian and carrier partnerships. Time horizon is long-term with pragmatic rebalancing, downside risk controls, and advisor-led relationship management to align capital deployment with individual goals.
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:
30.49%
Gain +0.35%
Monthly
0.8%
Yearly
10.01%
Drawdown
10.75%
$248.24M
Equity
Holdings
$248.24M
Investment
$195.59M
$56.17M
Profit +$787,467.22
Realized
$3.52M
Unrealized
$52.65M
Dividends
$16.5M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.35%
Profit
$787,467.22
Win %
64%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$1.18M
Win %
64%
This Month
Compared to last month
Gain
0.35%
Profit
$867,795.11
Win %
64%
This Year
Compared to last year
Gain
7.37%
Profit
$17.05M
Win %
64%
LLY Eli Lilly and Company
+4.41%
+$42,022.14 
HD The Home Depot, Inc.
+3.39%
+$10,841.64 
FNB F.N.B. Corporation
+1.45%
+$2,494.34 
TD The Toronto-Dominion Bank
+1.36%
+$9,821 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.25%
+$13,172.89 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+1.13%
+$11,650.19 
ACWV iShares MSCI Global Minimum Volatility ETF
+1.1%
+$67,071.67 
HYD VanEck High Yield Muni ETF
+1.09%
+$15,811.42 
IWN iShares Russell 2000 Value ETF
+1.06%
+$3,558.09 
RSP Invesco S&P 500 Equal Weight ETF
+1.05%
+$41,676.04 
SELV SEI Enhanced Low Volatility U.S. Large Cap Fund
+1.05%
+$12,256.32 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.03%
+$21,075.79 
MSFT Microsoft Corp.
+1.02%
+$20,561.73 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
+0.94%
+$46,844.4 
SCHA Schwab U.S. Small-Cap ETF
+0.94%
+$75,967.2 
PG Procter & Gamble Co
+0.85%
+$3,081.18 
USMV iShares MSCI USA Min Vol Factor ETF
+0.76%
+$4,126.41 
MUB iShares National Muni Bond ETF
+0.75%
+$30,389.62 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+0.74%
+$87,884.7 
VTEB Vanguard Tax-Exempt Bond ETF
+0.7%
+$34,077.54 
VTV Vanguard Value ETF
+0.7%
+$24,364.45 
MBB iShares MBS ETF
+0.68%
+$16,115.46 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.66%
+$19,368.58 
META Meta Platforms Inc Class A
+0.64%
+$1,931.7 
MRK Merck & Co., Inc.
+0.62%
+$4,061.76 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.6%
+$1,768.53 
BND Vanguard Total Bond Market Index Fund
+0.6%
+$26,107.2 
IWO iShares Russell 2000 Growth ETF
+0.59%
+$1,797.38 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.58%
+$8,341.41 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.57%
+$23,308.56 
SCHV Schwab U.S. Large-Cap Value ETF
+0.56%
+$18,929.13 
SCHP Schwab U.S. TIPS ETF
+0.53%
+$36,553.41 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.52%
+$13,162.44 
MTBA Simplify MBS ETF
+0.51%
+$16,313.76 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.5%
+$20,695 
GOOGL Alphabet Inc
+0.48%
+$2,078.15 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.48%
+$28,273 
IEFA iShares Core MSCI EAFE ETF
+0.46%
+$7,489.68 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.44%
+$1,452.51 
VBK Vanguard Small-Cap Growth ETF
+0.4%
+$3,850.42 
AAPL Apple Inc.
+0.39%
+$4,789.2 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.36%
+$1,914.1 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.36%
+$3,096.6 
BNDX Vanguard Total International Bond ETF
+0.31%
+$27,804.23 
SUB iShares Short-Term National Muni Bond ETF
+0.29%
+$1,048.8 
BRK-B Berkshire Hathaway Inc.
+0.26%
+$830.5 
SPHY SPDR Portfolio High Yield Bond ETF
+0.24%
+$17,251.03 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.23%
+$68,338.56 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.22%
+$1,050.87 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.22%
+$1,150.44 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.2%
+$17,627.12 
BSV Vanguard Short-Term Bond ETF
+0.2%
+$13,718.27 
ESGU iShares ESG Aware MSCI USA ETF
+0.18%
+$12,092.43 
SCHX Schwab U.S. Large-Cap ETF
+0.17%
+$31,753.65 
BKLN Invesco Senior Loan ETF
+0.12%
+$1,641.92 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$1,226.38 
AMZN Amazon.com Inc
+0.04%
+$134.3 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$72.21 
DSI iShares MSCI KLD 400 Social ETF
+0.02%
+$59.58 
HUBB Hubbell Inc.
-1.98%
-$5,959.32 
NVDA NVIDIA Corporation
-1.72%
-$12,342.4 
XOM Exxon Mobil Corporation
-1.32%
-$12,559.97 
IEMG iShares Core MSCI Emerging Markets ETF
-1.1%
-$28,495.69 
ESGE iShares ESG Aware MSCI EM ETF
-0.99%
-$23,949.56 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-0.54%
-$61,482.03 
EMXF iShares ESG Aware MSCI EM ETF
-0.51%
-$1,910.72 
VWO Vanguard FTSE Emerging Markets ETF
-0.47%
-$50,845.85 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.32%
-$23,006.27 
RTX RTX Corporation
-0.3%
-$1,174.38 
USXF iShares ESG Aware MSCI USA ETF
-0.29%
-$4,665.35 
VUG Vanguard Growth ETF
-0.29%
-$15,424.59 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.22%
-$6,412.8 Events
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Dividends
Dividend Analysis
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| Trades 323 | Longs Won 238/323 73% | Profit Factor 21.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $791,823.75 |
| Average Win $247,636.48 | Best Trade (Oct 15) $8.86M | Sharpe Ratio -10.57 |
| Average Loss -$32,602.37 | Worst Trade (Oct 14) -$398,944.04 | Z-Score 4.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 5d | Expectancy $173,889.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,634 | 6,870 | 6,107 | 5,344 | 4,580 | 3,817 | 3,053 | 2,290 | 1,527 | 763 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,574 | $690,924.13 | $1.23M | - | $539,604.07 | 78.1% | +0.391% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 48,253 | $5.05M | $6.14M | - | $1.09M | 21.67% | +1.104% |
| AMZN Amazon.com Inc | 1,343 | $208,339.22 | $341,363.74 | - | $133,024.52 | 63.85% | +0.039% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 270,662 | $5.33M | $7.11M | - | $1.77M | 33.27% | -0.323% |
| BKLN Invesco Senior Loan ETF | 65,677 | $1.39M | $1.34M | - | -$47,420.88 | -3.41% | +0.122% |
| BND Vanguard Total Bond Market Index Fund | 62,160 | $4.56M | $4.4M | - | -$153,152.38 | -3.36% | +0.597% |
| BNDX Vanguard Total International Bond ETF | 191,752 | $9.43M | $9.05M | - | -$379,354.18 | -4.02% | +0.308% |
| BRK-B Berkshire Hathaway Inc. | 604 | $217,494.93 | $318,745.9 | - | $101,250.97 | 46.55% | +0.261% |
| BSV Vanguard Short-Term Bond ETF | 88,505 | $6.96M | $6.78M | - | -$185,306.63 | -2.66% | +0.203% |
| DFSB Dimensional Global Sustainability Fixed Income ETF | 10,581 | $547,595.25 | $530,266.81 | - | -$17,328.44 | -3.16% | +0.362% |
| DMXF iShares ESG Advanced MSCI EAFE Index Fund | 10,322 | $676,555.53 | $860,648.36 | - | $184,092.83 | 27.21% | +0.361% |
| DSI iShares MSCI KLD 400 Social ETF | 1,986 | $180,825.32 | $292,279.62 | - | $111,454.3 | 61.64% | +0.02% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 31,477 | $1.5M | $1.44M | - | -$62,467.62 | -4.16% | +0.584% |
| EBND SPDR Bloomberg Emerging Markets Local Bond ETF | 16,139 | $342,792.05 | $334,480.77 | - | -$8,311.28 | -2.42% | +0.436% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 3,245 | $288,999.78 | $297,744.97 | - | $8,745.19 | 3.03% | +0.598% |
| EMLC VanEck J.P. Morgan EM Local Currency Bond ETF | 165,560 | $4.17M | $4.13M | - | -$42,458.83 | -1.02% | +0.503% |
| EMXF iShares ESG Aware MSCI EM ETF | 6,766 | $241,440.46 | $373,246.39 | - | $131,805.93 | 54.59% | -0.509% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 57,700 | $4.37M | $5.91M | - | $1.54M | 35.27% | +0.481% |
| ESGE iShares ESG Aware MSCI EM ETF | 46,504 | $1.51M | $2.41M | - | $894,798.97 | 59.23% | -0.986% |
| ESGU iShares ESG Aware MSCI USA ETF | 40,991 | $4.3M | $6.9M | - | $2.6M | 60.46% | +0.176% |
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Option values are updated at end of day.
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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 Hart & Patterson Financial Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $2.12M, Schwab U.S. Large-Cap ETF - $2.02M, SPDR Portfolio High Yield Bond ETF - $1.43M, abrdn Bloomberg All Commodity Strategy K-1 Free ETF - $1.06M, and Vanguard Total International Bond ETF - $934,666.94. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Hart & Patterson Financial Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.5M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.84M, SPDR Portfolio High Yield Bond ETF - $1.43M, abrdn Bloomberg All Commodity Strategy K-1 Free ETF - $1.04M, Vanguard Total International Bond ETF - $932,274.39, and Vanguard Short-Term Inflation-Protected Securities Index Fund - $850,713.57. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Hart & Patterson Financial Group LLC's monthly returns?
Hart & Patterson Financial Group LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Hart & Patterson Financial Group LLC's strategy be considered aggressive or moderate?
Hart & Patterson Financial Group LLC'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 Hart & Patterson Financial Group LLC's strategy?
Hart & Patterson Financial Group LLC'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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