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:
1.8%
Gain
Monthly
0.06%
Yearly
0.7%
Drawdown
22.68%
$247.98M
Equity
Holdings
$247.98M
Investment
$195.59M
$55.86M
Profit -$1.13M
Realized
$3.48M
Unrealized
$52.38M
Dividends
$15.33M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.13M
Win %
78%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$1.53M
Win %
78%
This Month
Compared to last month
Gain
-0.9%
Profit
-$2.26M
Win %
78%
This Year
Compared to last year
Gain
7.26%
Profit
$16.78M
Win %
78%
MRK Merck & Co., Inc.
+3.74%
+$20,397.3 
MSFT Microsoft Corp.
+2.09%
+$31,124.56 
PG Procter & Gamble Co
+2.01%
+$6,877.84 
FNB F.N.B. Corporation
+1.97%
+$3,817.87 
SELV SEI Enhanced Low Volatility U.S. Large Cap Fund
+1.88%
+$20,476.74 
LLY Eli Lilly and Company
+1.34%
+$12,190.05 
HD The Home Depot, Inc.
+1.24%
+$4,576.21 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$3,630.04 
XOM Exxon Mobil Corporation
+1.14%
+$8,875.35 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$12,133.51 
IWN iShares Russell 2000 Value ETF
+1.08%
+$3,857.98 
USMV iShares MSCI USA Min Vol Factor ETF
+1.01%
+$5,259.15 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
+1.01%
+$48,015.51 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.78%
+$45,357.82 
RSP Invesco S&P 500 Equal Weight ETF
+0.77%
+$30,394.61 
AAPL Apple Inc.
+0.7%
+$8,184.46 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+0.37%
+$43,340.4 
VTV Vanguard Value ETF
+0.35%
+$11,867.84 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.03%
+$2,657.36 
BKLN Invesco Senior Loan ETF
+0.02%
+$328.38 
SUB iShares Short-Term National Muni Bond ETF
+0.02%
+$68.87 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$621.6 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$24.07 
NVDA NVIDIA Corporation
-2.77%
-$19,130.72 
ESGE iShares ESG Aware MSCI EM ETF
-2.29%
-$55,804.8 
IEMG iShares Core MSCI Emerging Markets ETF
-2.14%
-$56,167.82 
GOOGL Alphabet Inc
-1.91%
-$8,770.33 
META Meta Platforms Inc Class A
-1.69%
-$4,720.34 
IWO iShares Russell 2000 Growth ETF
-1.62%
-$5,539.32 
TD The Toronto-Dominion Bank
-1.6%
-$12,238 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-1.55%
-$178,085.88 
USXF iShares ESG Aware MSCI USA ETF
-1.53%
-$24,441.68 
EMXF iShares ESG Aware MSCI EM ETF
-1.5%
-$5,727.42 
VBK Vanguard Small-Cap Growth ETF
-1.34%
-$13,614.61 
RTX RTX Corporation
-1.33%
-$5,522.78 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-1.28%
-$82,551.91 
VUG Vanguard Growth ETF
-1.25%
-$64,026.6 
VWO Vanguard FTSE Emerging Markets ETF
-1.24%
-$135,897.09 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.17%
-$354,506.28 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.16%
-$6,288.94 
SCHA Schwab U.S. Small-Cap ETF
-1.06%
-$92,426.76 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-1.05%
-$9,210.32 
IEFA iShares Core MSCI EAFE ETF
-0.84%
-$13,872.93 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.79%
-$47,314 
HUBB Hubbell Inc.
-0.78%
-$2,365.92 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.77%
-$19,743.66 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.69%
-$19,246.42 
ESGU iShares ESG Aware MSCI USA ETF
-0.65%
-$44,270.28 
AMZN Amazon.com Inc
-0.55%
-$1,898.33 
DSI iShares MSCI KLD 400 Social ETF
-0.55%
-$1,549.08 
SCHX Schwab U.S. Large-Cap ETF
-0.52%
-$98,436.32 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.38%
-$4,176.48 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.37%
-$7,878.8 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.29%
-$12,417 
HYD VanEck High Yield Muni ETF
-0.23%
-$3,614.04 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.21%
-$726.25 
BNDX Vanguard Total International Bond ETF
-0.15%
-$13,422.64 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.12%
-$373.18 
MUB iShares National Muni Bond ETF
-0.12%
-$4,965.62 
SCHV Schwab U.S. Large-Cap Value ETF
-0.1%
-$3,486.95 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$5,086.2 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.1%
-$4,156.69 
MTBA Simplify MBS ETF
-0.05%
-$1,699.35 
SPHY SPDR Portfolio High Yield Bond ETF
-0.04%
-$3,105.18 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.03%
-$472.15 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.03%
-$158.72 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$306.6 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$1,327.58 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$1,353.83 
MBB iShares MBS ETF
-0.01%
-$262.04 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$45.69 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.01%
-$300.19 Events
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Dividends
Dividend Analysis
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| Trades 323 | Longs Won 260/323 80% | Profit Factor 58.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $777,488.15 |
| Average Win $218,592.5 | Best Trade (Jul 10) $9.38M | Sharpe Ratio -10.57 |
| Average Loss -$15,430.28 | Worst Trade (Jul 10) -$248,313.06 | Z-Score 12.99 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1d | Expectancy $172,947.19 |
| 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 | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
Hover over the desired column for a detailed explanation.
Returns
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