MT
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:
45.9%
Gain +0.3%
Monthly
0.65%
Yearly
8.08%
Drawdown
19.01%
$207.95M
Equity
Holdings
$207.95M
Investment
$120.24M
$94.19M
Profit +$829,967.7
Realized
$6.49M
Unrealized
$87.7M
Dividends
$6.21M
Goals
Avg. 61% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$829,967.7
Win %
79%
This Week
Compared To Last Week
Gain
-1.19%
Profit
-$2.5M
Win %
79%
This Month
Compared to last month
Gain
-2.49%
Profit
-$5.31M
Win %
79%
This Year
Compared to last year
Gain
1.09%
Profit
$3.76M
Win %
79%
RIVN Rivian Automotive, Inc.
+7.85%
+$62.22 
INTC Intel Corporation
+6.51%
+$1,255.65 
ALXO Alx Oncology Holdings Inc.
+5.26%
+$80 
NOK Nokia Corporation Sponsored ADR
+5%
+$105.75 
AMD Advanced Micro Devices, Inc.
+4.75%
+$9,606.87 
BE Bloom Energy Corporation
+4.64%
+$6,936 
KD Kyndryl Holdings Inc.
+3.72%
+$32.76 
ECG Everus Construction Group, Inc.
+3.67%
+$94.95 
GWRE GUIDEWIRE SOFTWARE INC
+3.42%
+$401.44 
COPX Global X Copper Miners ETF
+3.39%
+$3,990.3 
ICOP iShares Copper and Metals Mining ETF
+3.02%
+$3,973.07 
BCS Barclays PLC Sponsored ADR
+2.83%
+$13,484.8 
RL Ralph Lauren Corporation
+2.72%
+$107.1 
LUV Southwest Airlines Co.
+2.65%
+$5,287.5 
UAL United Airlines Holdings, Inc.
+2.58%
+$186.24 
EMN Eastman Chemical Company
+2.58%
+$733.32 
VZ Verizon Communications Inc.
+2.46%
+$231 
T AT&T Inc.
+2.46%
+$20.91 
BCRX BioCryst Pharmaceuticals Inc.
+2.35%
+$74 
SOLS Sollensys Corp.
+2.33%
+$171.99 
JPM JPMorgan Chase & Co.
+2.3%
+$283,103.81 
USB U.S. Bancorp
+2.27%
+$344.53 
AXP American Express Company
+2.18%
+$264,385.33 
TGT Target Corporation
+1.94%
+$61.8 
TSLA Tesla, Inc.
+1.88%
+$58,298.92 
BBY Best Buy Co., Inc.
+1.85%
+$391.82 
MTB M&T Bank Corporation
+1.82%
+$91.08 
D Dominion Energy, Inc.
+1.81%
+$53.02 
TILE Interface Inc.
+1.76%
+$3,624.5 
RGTI Rigetti Computing Inc
+1.7%
+$1,936.55 
WFC Wells Fargo & Company
+1.62%
+$695.53 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$221.4 
BX Blackstone Inc.
+1.57%
+$190 
REZI Resideo Technologies Inc.
+1.57%
+$30.87 
DAL Delta Air Lines, Inc.
+1.5%
+$10,958.07 
GPC Genuine Parts Company
+1.46%
+$38.87 
MET MetLife Inc.
+1.45%
+$72.39 
MAR Marriott International Inc. - Class A
+1.42%
+$4,288.35 
COP ConocoPhillips
+1.4%
+$74.52 
KBR KBR Inc.
+1.39%
+$3,540.25 
MDGL Madrigal Pharmaceuticals, Inc.
+1.37%
+$175.23 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$135.26 
NEE NextEra Energy, Inc.
+1.3%
+$5,528.31 
ABBV AbbVie Inc.
+1.29%
+$424.83 
WHR Whirlpool Corporation
+1.2%
+$14.79 
IWN iShares Russell 2000 Value ETF
+1.17%
+$48.07 
ITW Illinois Tool Works Inc.
+1.16%
+$55.86 
UTL Unitil Corporation
+1.13%
+$61.48 
INDA ISHARES MSCI INDIA ETF
+1.07%
+$488.58 
JNJ Johnson & Johnson
+1.05%
+$2,560 
V Visa Inc. Class A
+1.05%
+$280.56 
VTRS Viatris Inc.
+1.04%
+$3.23 
UA Under Armour Inc.
+1.03%
+$8.34 
MDU MDU Resources Group, Inc.
+1%
+$15.75 
IJR iShares Core S&P Small-Cap ETF
+1%
+$411.8 
VO Vanguard Mid-Cap ETF
+0.97%
+$677.6 
NACP Impact Shares NAACP Minority Empowerment ETF
+0.94%
+$1,285.05 
VTV Vanguard Value ETF
+0.94%
+$1,962.22 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$3,571.66 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.91%
+$11.6 
IWM iShares Russell 2000 ETF
+0.9%
+$262 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$3,652.72 
VLTO Veralto Corporation
+0.88%
+$67.16 
OTIS Otis Worldwide Corporation
+0.87%
+$140.3 
COKE Coca-Cola Consolidated Inc.
+0.85%
+$79.5 
PG Procter & Gamble Co
+0.85%
+$1,014.04 
DSI iShares MSCI KLD 400 Social ETF
+0.81%
+$3,272.96 
VDE Vanguard Energy ETF
+0.81%
+$53.71 
GE General Electric Company
+0.81%
+$2.7 
GM General Motors Company
+0.79%
+$3.84 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$16.56 
CVX Chevron Corporation
+0.75%
+$448 
SBUX Starbucks Corporation
+0.75%
+$5,685.48 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$3,906.41 
PSX Phillips 66
+0.74%
+$87.77 
HD The Home Depot, Inc.
+0.73%
+$1,001.41 
UNH UnitedHealth Group Incorporated
+0.72%
+$61.74 
DGRO iShares Core Dividend Growth ETF
+0.7%
+$10.5 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$84,524.1 
COST Costco Wholesale Corporation
+0.68%
+$77,941.98 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$352.23 
INCY Incyte Corporation
+0.65%
+$427 
EMR Emerson Electric Co.
+0.64%
+$31.85 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$2.69 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$15,962.24 
IYJ iShares U.S. Industrials ETF
+0.62%
+$68.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$54,780 
DUK Duke Energy Corporation
+0.61%
+$168.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$97,236.02 
VDC VANGUARD CONSUMER STAPLES ETF
+0.6%
+$126.49 
AEP American Electric Power Company, Inc.
+0.58%
+$23.25 
IVV iShares Core S&P 500 ETF
+0.58%
+$408.5 
VOO Vanguard S&P 500 ETF
+0.58%
+$9,090.14 
EWU iShares MSCI United Kingdom ETF
+0.58%
+$310.5 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$14,449.65 
IXP iShares Global Comm Services ETF
+0.56%
+$234.5 
IWV ISHARES RUSSELL 3000 ETF
+0.56%
+$3,884.57 
GOOGL Alphabet Inc
+0.56%
+$27,514.14 
HON Honeywell International Inc.
+0.55%
+$442.86 
SUSA iShares MSCI USA ESG Select ETF
+0.54%
+$3,266.88 
SPYI NEOS S&P 500 High Income ETF
+0.53%
+$0.28 
EWUS iShares MSCI United Kingdom ETF
+0.5%
+$329.81 
GTX Garrett Motion Inc.
+0.48%
+$6.08 
VT Vanguard Total World Stock ETF
+0.46%
+$119.52 
GOOG Alphabet Inc
+0.46%
+$85,388.24 
WMT Walmart Inc.
+0.45%
+$54,616.08 
VSGX Vanguard ESG International Stock ETF
+0.41%
+$111.89 
PEP PepsiCo, Inc.
+0.4%
+$60.9 
DG Dollar General Corporation
+0.4%
+$13.8 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$2,198.61 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$7,868.19 
IBIJ iShares iBonds Oct 2033 Term TIPS ETF
+0.36%
+$2,073.4 
VBK Vanguard Small-Cap Growth ETF
+0.36%
+$251 
GD General Dynamics Corporation
+0.35%
+$245.41 
PODD Insulet Corporation
+0.34%
+$198.9 
MRSH Marsh & McLennan Companies, Inc.
+0.34%
+$10.83 
IBII iShares iBonds Oct 2032 Term TIPS ETF
+0.33%
+$2,116.05 
AMGN Amgen Inc.
+0.32%
+$15.96 
EFA iShares MSCI EAFE ETF
+0.31%
+$13.44 
WM Waste Management, Inc.
+0.31%
+$17.42 
SLB Schlumberger Limited
+0.3%
+$47.6 
MMM 3M Company
+0.29%
+$53.82 
XOM Exxon Mobil Corporation
+0.29%
+$25.92 
SLAB Silicon Laboratories Inc.
+0.28%
+$4,087 
CARR Carrier Global Corporation
+0.24%
+$84.32 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$355.74 
VUG Vanguard Growth ETF
+0.22%
+$323.76 
VCR Vanguard Consumer Discretionary ETF
+0.22%
+$13.92 
ADP Automatic Data Processing Inc.
+0.2%
+$14.52 
NVDA NVIDIA Corporation
+0.18%
+$23,082.45 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$57.15 
PFE Pfizer Inc.
+0.15%
+$6.4 
EWG iShares MSCI Germany ETF
+0.14%
+$8.94 
MSFT Microsoft Corp.
+0.13%
+$13,017.16 
CCI Crown Castle Inc.
+0.13%
+$4.2 
BCX BlackRock Resources & Commodities Strategy Trust
+0.13%
+$12.72 
KO The Coca-Cola Company
+0.11%
+$692.37 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.11%
+$3,623.55 
IBB iShares Biotechnology ETF
+0.1%
+$41.65 
IBIE iShares iBonds Oct 2028 Term TIPS ETF
+0.1%
+$599.1 
IAU iShares Gold Trust
+0.09%
+$1,837.71 
FDX FedEx Corporation
+0.07%
+$549.47 
CL Colgate-Palmolive Company
+0.07%
+$50.76 
GLD SPDR Gold Shares
+0.06%
+$1,414.9 
TM Toyota Motor Corporation
+0.06%
+$10 
ORCL Oracle Corporation
+0.05%
+$6.75 
IBID iShares iBonds Oct 2027 Term TIPS ETF
+0.04%
+$228.24 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$3.14 
IBIL iShares iBonds Oct 2035 Term TIPS ETF
+0.02%
+$111.46 
EFG iShares MSCI EAFE Growth ETF
+0.02%
+$8.44 
TIP iShares TIPS Bond ETF
+0.01%
+$0.03 
BSJR Invesco Bulletshares 2027 High Yield Fund
0%
$0 
EQT
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
LH
0%
$0 
SQ Block, Inc.
0%
$0 
LUNR Intuitive Machines, Inc.
-13.12%
-$1,608 
RKLB Rocket Lab Corporation
-10.76%
-$555.75 
CDNA CareDx Inc.
-2.92%
-$5,580.03 
RKT Rocket Companies, Inc. Class A
-2.75%
-$128.76 
LLY Eli Lilly and Company
-2.41%
-$2,711.63 
PLTR Palantir Technologies Inc.
-2.36%
-$25,177.32 
NKE Nike, Inc. - Class B
-2.33%
-$41.73 
FTRE Fortrea Holdings Inc.
-2.31%
-$6,389.76 
GTLB GitLab Inc.
-2.15%
-$12.2 
QS QuantumScape Corp
-1.94%
-$1.4 
ASML ASML Holding N.V. New York Registry Shares
-1.92%
-$3,057.18 
ABT Abbott Laboratories
-1.68%
-$15.1 
LMT Lockheed Martin Corporation
-1.54%
-$126.75 
AAPL Apple Inc.
-1.52%
-$263,389.5 
MRK Merck & Co., Inc.
-1.42%
-$87.72 
LHX L3Harris Technologies, Inc.
-1.39%
-$565.5 
MELI MercadoLibre, Inc.
-1.27%
-$964.44 
AMZN Amazon.com Inc
-1.21%
-$145,699.61 
NFLX Netflix, Inc.
-1.14%
-$2,409.63 
BA Boeing Company
-1.13%
-$1,751.98 
MORN Morningstar, Inc.
-1.1%
-$161.85 
MSGE Madison Square Garden Entertainment Corp.
-1.06%
-$4.74 
SAIC Science Applications International Corporation Common Stock
-0.97%
-$3.36 
IBM International Business Machines Corporation
-0.96%
-$1,108.26 
AVGO Broadcom Inc.
-0.94%
-$108.6 
MPWR Monolithic Power Systems, Inc.
-0.77%
-$1,039.55 
CSCO Cisco Systems, Inc.
-0.6%
-$171.55 
NVS Novartis AG Sponsored ADR
-0.58%
-$40.5 
MDLZ Mondelez International, Inc.
-0.58%
-$29.6 
UPS United Parcel Service, Inc.
-0.52%
-$11.87 
DOV Dover Corporation
-0.51%
-$25.76 
SOLV Solventum Corporation
-0.43%
-$9.89 
COIN Coinbase Global, Inc.
-0.41%
-$0.65 
DHR Danaher Corporation
-0.36%
-$180.05 
DGX Quest Diagnostics Inc.
-0.35%
-$70.5 
RTX RTX Corporation
-0.34%
-$351.55 
SJM The J.M. Smucker Company
-0.32%
-$3.7 
FXY Invesco CurrencyShares Japanese Yen Trust
-0.31%
-$5.94 
DIS The Walt Disney Company
-0.31%
-$6,072.9 
IONQ IonQ, Inc.
-0.26%
-$392.7 
META Meta Platforms Inc Class A
-0.23%
-$3,444.97 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$2.5 
CRM Salesforce Inc
-0.22%
-$183.24 
NIO Nio Inc.
-0.19%
-$0.09 
FXF Invesco CurrencyShares Swiss Franc Trust
-0.16%
-$3.42 
TTWO Take-Two Interactive Software, Inc.
-0.16%
-$3.3 
IBIH iShares iBonds Oct 2031 Term TIPS ETF
-0.13%
-$796.18 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$34.73 
IBIK iShares iBonds Oct 2034 Term TIPS ETF
-0.12%
-$661.08 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.09%
-$245.4 
INTU Intuit Inc.
-0.07%
-$1.44 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.05%
-$79.56 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$171.51 
IBIG iShares iBonds Oct 2030 Term TIPS ETF
-0.04%
-$316.96 
IBIC iShares iBonds Oct 2026 Term TIPS ETF
-0.04%
-$36.67 
IBIF iShares iBonds Oct 2029 Term TIPS ETF
-0.04%
-$183.47 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$13 
MCD McDonald's Corporation
-0.02%
-$44.04 Events
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Dividends
Dividend Analysis
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| Trades 1084 | Longs Won 650/1084 59% | Profit Factor 7.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $614,283.96 |
| Average Win $166,022.99 | Best Trade (Jun 12) $10.42M | Sharpe Ratio -11.3 |
| Average Loss -$31,615.8 | Worst Trade (Sep 30) -$3.49M | Z-Score 1.84 (93.37%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1d | Expectancy $86,894.55 |
| 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 | 6,579 | 5,921 | 5,263 | 4,605 | 3,947 | 3,289 | 2,632 | 1,974 | 1,316 | 658 |
Hover over the desired column for a detailed explanation.
Returns
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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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