Melissa Tiscareno Portfolio
Invests via Bradley & Co. Private Wealth Management LLC | Managed by Michael Bradley
Invests via Bradley & Co. Private Wealth Management LLC
Managed by Michael Bradley
Automatically Tracked
Melissa Tiscareno Profile
With a strong foundation in financial services, Melissa Tiscareno stands out as a dynamic operating executive committed to driving organizational growth and innovation. Her career has encompassed various leadership roles where she adeptly navigates complex business landscapes. Known for her ability to streamline operations and enhance performance metrics, she plays an integral role in shaping strategic initiatives within the corporate environment. By leveraging deep industry knowledge and fostering collaborative relationships, Tiscareno effectively positions businesses for long-term success while maximizing value creation opportunities across diverse market segments.
With a strong foundation in financial services, Melissa Tiscareno stands out as a dynamic operating executive committed to driving organizational growth and innovation. Her career has encompassed various leadership roles where she adeptly navigates complex business landscapes. Known for her ability to streamline operations and enhance performance metrics, she plays an integral role in shaping strategic initiatives within the corporate environment. By leveraging deep industry knowledge and fostering collaborative relationships, Tiscareno effectively positions businesses for long-term success while maximizing value creation opportunities across diverse market segments.
Investment Philosophy & Strategy
Grounded in her extensive experience within financial services, Melissa Tiscareno approaches investing with a unique operational perspective. Her leadership capabilities have enabled her to identify and harness opportunities for transformation across varied sectors. A focus on innovative growth strategies allows for the precise deployment of capital, aiming not just for financial returns but also for sustainable value enhancement. Through astute decision-making processes and a commitment to optimizing performance metrics, she consistently drives organizations towards competitive advantage while navigating industry dynamics effectively.
Grounded in her extensive experience within financial services, Melissa Tiscareno approaches investing with a unique operational perspective. Her leadership capabilities have enabled her to identify and harness opportunities for transformation across varied sectors. A focus on innovative growth strategies allows for the precise deployment of capital, aiming not just for financial returns but also for sustainable value enhancement. Through astute decision-making processes and a commitment to optimizing performance metrics, she consistently drives organizations towards competitive advantage while navigating industry dynamics effectively.
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:
103.35%
Gain +1.15%
Monthly
1.23%
Yearly
15.85%
Drawdown
23.8%
$207.93M
Equity
Holdings
$207.93M
Investment
$120.26M
$93.51M
Profit +$1.51M
Realized
$5.84M
Unrealized
$87.67M
Dividends
$6.58M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.15%
Profit
$1.51M
Win %
75%
This Week
Compared To Last Week
Gain
1.09%
Profit
$2.25M
Win %
75%
This Month
Compared to last month
Gain
0.6%
Profit
$1.25M
Win %
75%
This Year
Compared to last year
Gain
9.73%
Profit
$18.44M
Win %
75%
GTLB GitLab Inc.
+5.75%
+$37.6 
INTC Intel Corporation
+3.8%
+$595.65 
LUNR Intuitive Machines, Inc.
+3.48%
+$188 
COIN Coinbase Global, Inc.
+3.12%
+$4.91 
MPWR Monolithic Power Systems, Inc.
+3.1%
+$3,460.35 
AVGO Broadcom Inc.
+2.93%
+$325.5 
AMD Advanced Micro Devices, Inc.
+2.76%
+$5,663.52 
GOOG Alphabet Inc
+2.41%
+$434,751.1 
RGTI Rigetti Computing Inc
+2.37%
+$1,853.56 
MELI MercadoLibre, Inc.
+2.37%
+$2,020.06 
GOOGL Alphabet Inc
+2.3%
+$109,712.21 
AMZN Amazon.com Inc
+2.01%
+$247,143.19 
MSFT Microsoft Corp.
+2%
+$197,009.46 
UAL United Airlines Holdings, Inc.
+1.9%
+$140.48 
QS QuantumScape Corp
+1.88%
+$1.1 
PLTR Palantir Technologies Inc.
+1.74%
+$18,781.14 
TTWO Take-Two Interactive Software, Inc.
+1.59%
+$37.7 
COP ConocoPhillips
+1.55%
+$81.88 
PSX Phillips 66
+1.55%
+$215.07 
RTX RTX Corporation
+1.54%
+$1,660.06 
IBM International Business Machines Corporation
+1.52%
+$1,351.28 
PODD Insulet Corporation
+1.49%
+$954.21 
CVX Chevron Corporation
+1.39%
+$835.2 
CRM Salesforce Inc
+1.38%
+$1,201.24 
ABT Abbott Laboratories
+1.12%
+$11.25 
XOM Exxon Mobil Corporation
+1%
+$90.28 
GD General Dynamics Corporation
+0.95%
+$679.97 
COPX Global X Copper Miners ETF
+0.94%
+$976.35 
VDE Vanguard Energy ETF
+0.92%
+$61.09 
META Meta Platforms Inc Class A
+0.88%
+$14,998.97 
IXP iShares Global Comm Services ETF
+0.82%
+$334.25 
QQQ Invesco QQQ Trust, Series 1
+0.81%
+$20,059.69 
XLK State Street Technology Select Sector SPDR ETF
+0.81%
+$3,018.92 
NOK Nokia Corporation Sponsored ADR
+0.74%
+$11.25 
COKE Coca-Cola Consolidated Inc.
+0.73%
+$65.75 
KBR KBR Inc.
+0.73%
+$1,842.37 
QQQM Invesco NASDAQ 100 ETF
+0.73%
+$368.16 
V Visa Inc. Class A
+0.7%
+$211.26 
HON Honeywell International Inc.
+0.67%
+$274.5 
MMM 3M Company
+0.66%
+$124.02 
NVDA NVIDIA Corporation
+0.6%
+$76,109.7 
BCX BlackRock Resources & Commodities Strategy Trust
+0.57%
+$55.12 
TM Toyota Motor Corporation
+0.54%
+$95.5 
VUG Vanguard Growth ETF
+0.52%
+$749.76 
VWO Vanguard FTSE Emerging Markets ETF
+0.5%
+$10.44 
TGT Target Corporation
+0.48%
+$16.2 
DAL Delta Air Lines, Inc.
+0.45%
+$3,385.42 
IONQ IonQ, Inc.
+0.43%
+$392.7 
DSI iShares MSCI KLD 400 Social ETF
+0.43%
+$1,708.24 
NACP Impact Shares NAACP Minority Empowerment ETF
+0.41%
+$560.74 
INTU Intuit Inc.
+0.39%
+$9.12 
VBK Vanguard Small-Cap Growth ETF
+0.35%
+$243 
ICOP iShares Copper and Metals Mining ETF
+0.33%
+$387.19 
LHX L3Harris Technologies, Inc.
+0.29%
+$107.9 
LMT Lockheed Martin Corporation
+0.29%
+$21.9 
DUK Duke Energy Corporation
+0.26%
+$71.48 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$38,937.79 
IVV iShares Core S&P 500 ETF
+0.24%
+$168.15 
SPYI NEOS S&P 500 High Income ETF
+0.24%
+$0.12 
T AT&T Inc.
+0.23%
+$1.85 
SPY SPDR S&P 500 ETF Trust
+0.23%
+$5,738.95 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.22%
+$19,726.83 
VOO Vanguard S&P 500 ETF
+0.21%
+$3,377.03 
IWV ISHARES RUSSELL 3000 ETF
+0.2%
+$1,380.26 
LUV Southwest Airlines Co.
+0.19%
+$405 
SUSA iShares MSCI USA ESG Select ETF
+0.13%
+$816.72 
KD Kyndryl Holdings Inc.
+0.12%
+$1.17 
VT Vanguard Total World Stock ETF
+0.12%
+$29.88 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.11%
+$3,623.55 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$12,110.88 
USB U.S. Bancorp
+0.09%
+$14.46 
VO Vanguard Mid-Cap ETF
+0.08%
+$57.2 
IBIC iShares iBonds Oct 2026 Term TIPS ETF
+0.08%
+$73.71 
AMGN Amgen Inc.
+0.08%
+$3.92 
VSGX Vanguard ESG International Stock ETF
+0.06%
+$15.03 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.06%
+$2.79 
BNY BlackRock New York Municipal Income Trust
+0.03%
+$2.84 
VEU Vanguard FTSE All-World ex-US ETF
+0.03%
+$131.26 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$3.14 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.01%
+$238.43 
SLAB Silicon Laboratories Inc.
+0.01%
+$100.5 
MSGNF Man Sang International Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ALXO Alx Oncology Holdings Inc.
-6.91%
-$145 
BE Bloom Energy Corporation
-5%
-$6,447 
RKT Rocket Companies, Inc. Class A
-3.71%
-$187.92 
ORCL Oracle Corporation
-3.51%
-$333 
CDNA CareDx Inc.
-3.46%
-$11,119.62 
UPS United Parcel Service, Inc.
-3.38%
-$83.58 
MDGL Madrigal Pharmaceuticals, Inc.
-2.91%
-$434.49 
AAPL Apple Inc.
-2.84%
-$555,458.6 
BX Blackstone Inc.
-2.65%
-$337 
WHR Whirlpool Corporation
-2.62%
-$29 
UA Under Armour Inc.
-2.54%
-$25.71 
GE General Electric Company
-2.2%
-$7.68 
TSLA Tesla, Inc.
-2.07%
-$61,289.52 
BA Boeing Company
-2.03%
-$3,036.3 
MDLZ Mondelez International, Inc.
-1.94%
-$94.8 
PEP PepsiCo, Inc.
-1.94%
-$279.3 
SQ Block, Inc.
-1.94%
-$31.6 
SOLV Solventum Corporation
-1.86%
-$43.79 
EMR Emerson Electric Co.
-1.84%
-$89.77 
FDX FedEx Corporation
-1.8%
-$13,473.96 
NFLX Netflix, Inc.
-1.75%
-$3,122.16 
SBUX Starbucks Corporation
-1.71%
-$13,390.23 
CL Colgate-Palmolive Company
-1.69%
-$1,328.22 
NVS Novartis AG Sponsored ADR
-1.64%
-$113.4 
HD The Home Depot, Inc.
-1.61%
-$2,283.55 
DOV Dover Corporation
-1.56%
-$76.82 
REZI Resideo Technologies Inc.
-1.55%
-$34.97 
CARR Carrier Global Corporation
-1.49%
-$505.92 
MRK Merck & Co., Inc.
-1.46%
-$94.86 
ITW Illinois Tool Works Inc.
-1.45%
-$76.19 
TILE Interface Inc.
-1.43%
-$3,105.21 
WMT Walmart Inc.
-1.42%
-$162,846.12 
F Ford Motor Company
-1.41%
-$10 
RKLB Rocket Lab Corporation
-1.36%
-$41.4 
GPC Genuine Parts Company
-1.32%
-$42.77 
BCS Barclays PLC Sponsored ADR
-1.31%
-$7,031.36 
INCY Incyte Corporation
-1.3%
-$926.89 
GTX Garrett Motion Inc.
-1.29%
-$15.58 
PNC The PNC Financial Services Group, Inc.
-1.28%
-$194.4 
CCI Crown Castle Inc.
-1.25%
-$34.65 
NKE Nike, Inc. - Class B
-1.21%
-$20.67 
UNH UnitedHealth Group Incorporated
-1.15%
-$102.9 
FTRE Fortrea Holdings Inc.
-1.07%
-$3,112.96 
DGX Quest Diagnostics Inc.
-1.05%
-$222 
MET MetLife Inc.
-1.03%
-$55.01 
MDU MDU Resources Group, Inc.
-0.99%
-$15.75 
NEE NextEra Energy, Inc.
-0.99%
-$4,402.64 
D Dominion Energy, Inc.
-0.97%
-$30.36 
AEP American Electric Power Company, Inc.
-0.96%
-$39.52 
DIS The Walt Disney Company
-0.96%
-$18,414.6 
EWU iShares MSCI United Kingdom ETF
-0.95%
-$511.75 
DHR Danaher Corporation
-0.91%
-$515.22 
LLY Eli Lilly and Company
-0.91%
-$1,039.35 
EQT EQT Corporation
-0.87%
-$15.05 
MRSH Marsh & McLennan Companies, Inc.
-0.87%
-$30.02 
JNJ Johnson & Johnson
-0.86%
-$2,242.55 
SOLS Sollensys Corp
-0.86%
-$45.5 
WFC Wells Fargo & Company
-0.84%
-$382.94 
EWUS iShares MSCI United Kingdom ETF
-0.8%
-$533.37 
UTL Unitil Corporation
-0.76%
-$43.99 
LH Labcorp Holdings Inc.
-0.74%
-$167.6 
PG Procter & Gamble Co
-0.71%
-$864.56 
EMN Eastman Chemical Company
-0.71%
-$188.18 
BCRX BioCryst Pharmaceuticals Inc.
-0.7%
-$24.05 
MTB M&T Bank Corporation
-0.69%
-$38.06 
BBY Best Buy Co., Inc.
-0.65%
-$152.07 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.61%
-$1,597.55 
VDC VANGUARD CONSUMER STAPLES ETF
-0.6%
-$126.03 
AXP American Express Company
-0.54%
-$73,418.75 
IBB iShares Biotechnology ETF
-0.54%
-$251.12 
PFE Pfizer Inc.
-0.5%
-$20 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$724.08 
RL Ralph Lauren Corporation
-0.48%
-$18.1 
COST Costco Wholesale Corporation
-0.46%
-$51,025.08 
VLTO Veralto Corporation
-0.43%
-$36.8 
EFA iShares MSCI EAFE ETF
-0.4%
-$17.22 
VZ Verizon Communications Inc.
-0.39%
-$34 
VTRS Viatris Inc.
-0.38%
-$1.24 
FXF Invesco CurrencyShares Swiss Franc Trust
-0.37%
-$7.7 
EFG iShares MSCI EAFE Growth ETF
-0.36%
-$183.57 
ADP Automatic Data Processing Inc.
-0.36%
-$30.2 
INDA ISHARES MSCI INDIA ETF
-0.36%
-$167.65 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.36%
-$1,483.12 
DGRO iShares Core Dividend Growth ETF
-0.35%
-$5.4 
IEFA iShares Core MSCI EAFE ETF
-0.34%
-$533.61 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.33%
-$49.71 
VCR Vanguard Consumer Discretionary ETF
-0.33%
-$20.56 
SAIC Science Applications International Corporation Common Stock
-0.32%
-$1.11 
JPM JPMorgan Chase & Co.
-0.32%
-$42,348.27 
MCD McDonald's Corporation
-0.31%
-$612.89 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.31%
-$1,660.22 
IWN iShares Russell 2000 Value ETF
-0.31%
-$13.11 
IYJ iShares U.S. Industrials ETF
-0.31%
-$35.35 
WM Waste Management, Inc.
-0.31%
-$19.11 
IBIL iShares iBonds Oct 2035 Term TIPS ETF
-0.3%
-$1,671.9 
GWRE GUIDEWIRE SOFTWARE INC
-0.3%
-$44.55 
IBIK iShares iBonds Oct 2034 Term TIPS ETF
-0.3%
-$1,652.7 
SLB Schlumberger Limited
-0.29%
-$37.8 
AGG iShares Core U.S. Aggregate Bond ETF
-0.28%
-$83.05 
ABBV AbbVie Inc.
-0.27%
-$99.96 
GM General Motors Company
-0.25%
-$1.14 
SJM The J.M. Smucker Company
-0.24%
-$2.7 
TIP iShares TIPS Bond ETF
-0.23%
-$1.23 
EWG iShares MSCI Germany ETF
-0.21%
-$12.66 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.21%
-$2.65 
NIO Nio Inc.
-0.2%
-$0.09 
IBII iShares iBonds Oct 2032 Term TIPS ETF
-0.2%
-$1,244.75 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.16%
-$278.46 
IBIJ iShares iBonds Oct 2033 Term TIPS ETF
-0.14%
-$800.98 
IJR iShares Core S&P Small-Cap ETF
-0.14%
-$60.87 
CSCO Cisco Systems, Inc.
-0.14%
-$37.6 
IBIG iShares iBonds Oct 2030 Term TIPS ETF
-0.13%
-$945.22 
FXY Invesco CurrencyShares Japanese Yen Trust
-0.12%
-$2.31 
MAR Marriott International Inc. - Class A
-0.12%
-$344.81 
RIVN Rivian Automotive, Inc.
-0.12%
-$1.02 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.11%
-$428.77 
IAU iShares Gold Trust
-0.1%
-$2,052.98 
MORN Morningstar, Inc.
-0.1%
-$14.11 
GLD SPDR Gold Shares
-0.1%
-$2,214.78 
IBIE iShares iBonds Oct 2028 Term TIPS ETF
-0.1%
-$601.5 
IWM iShares Russell 2000 ETF
-0.09%
-$27 
VTV Vanguard Value ETF
-0.09%
-$193.8 
IBIH iShares iBonds Oct 2031 Term TIPS ETF
-0.08%
-$493.63 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.08%
-$322.78 
IBIF iShares iBonds Oct 2029 Term TIPS ETF
-0.08%
-$366.94 
OTIS Otis Worldwide Corporation
-0.06%
-$10.35 
KO The Coca-Cola Company
-0.05%
-$307.72 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$26 
ECG Everus Construction Group, Inc.
-0.04%
-$0.99 
DG Dollar General Corporation
-0.02%
-$0.9 
PFF iShares Preferred and Income Securities ETF
-0.02%
-$5.71 
IBID iShares iBonds Oct 2027 Term TIPS ETF
-0.01%
-$57.06 Events
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Dividends
Dividend Analysis
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| Trades 1084 | Longs Won 634/1084 58% | Profit Factor 7.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $617,292.96 |
| Average Win $170,343.11 | Best Trade (Jul 30) $10.45M | Sharpe Ratio -12.16 |
| Average Loss -$32,188.85 | Worst Trade (Sep 30) -$3.49M | Z-Score 0.13 (10.54%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3w | Expectancy $86,266.19 |
| 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 | 6,452 | 5,806 | 5,161 | 4,516 | 3,871 | 3,226 | 2,581 | 1,935 | 1,290 | 645 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Melissa Tiscareno?
The largest contributions to the portfolio's profits come from the following stocks: Tesla, Inc - $3.23M, Salesforce Inc - $2.72M, Apple Inc - $2.09M, Costco Wholesale Corporation - $1.93M, and JPMorgan Chase & Co - $1.62M. 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: Netflix, Inc - $4.31M, The Walt Disney Company - $4.25M, Standard Biotools Inc - $636,157.04, CareDx Inc - $614,568.52, and Southwest Airlines Co - $276,442.45. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Melissa Tiscareno's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.58M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $956,379.6, VANGUARD TOTAL STOCK MKT ETF - $534,169.93, Costco Wholesale Corporation - $447,279.1, American Express Company - $386,371.97, and Microsoft Corp - $371,385.34. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Melissa Tiscareno's monthly returns?
Melissa Tiscareno's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Melissa Tiscareno's strategy be considered aggressive or moderate?
Melissa Tiscareno's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Melissa Tiscareno's strategy?
Melissa Tiscareno's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
