Gary M. Coon Portfolio
Invests via Finer Wealth Management Inc. | Managed by Gary M. Coon
Invests via Finer Wealth Management Inc.
Managed by Gary M. Coon
Automatically Tracked
Gary M. Coon Profile
Gary M. Coon stands out as an accomplished operating executive with extensive experience in the financial services sector. He has held key leadership roles that focus on driving operational excellence and enhancing profitability across various organizations. His background combines a deep understanding of market dynamics with a proven ability to implement effective business strategies that yield significant results. Through strategic initiatives and transformative projects, he has fostered growth within competitive environments, positioning businesses for long-term success. Coon’s influence spans across regions, making him a pivotal figure in shaping corporate development efforts in diverse markets.
Gary M. Coon stands out as an accomplished operating executive with extensive experience in the financial services sector. He has held key leadership roles that focus on driving operational excellence and enhancing profitability across various organizations. His background combines a deep understanding of market dynamics with a proven ability to implement effective business strategies that yield significant results. Through strategic initiatives and transformative projects, he has fostered growth within competitive environments, positioning businesses for long-term success. Coon’s influence spans across regions, making him a pivotal figure in shaping corporate development efforts in diverse markets.
Investment Philosophy & Strategy
Gary M. Coon exemplifies a dynamic leader with an emphasis on operational improvement and strategic foresight in investment decisions. Drawing from extensive experience in the financial services landscape, he prioritizes initiatives that enhance profitability while navigating competitive market shifts. His approach involves a keen analysis of business models to identify growth opportunities, backed by an entrepreneurial mindset that thrives on fostering transformative change within organizations. This multifaceted expertise enables him to orchestrate comprehensive strategies focused on sustainable long-term development across varying sectors.
Gary M. Coon exemplifies a dynamic leader with an emphasis on operational improvement and strategic foresight in investment decisions. Drawing from extensive experience in the financial services landscape, he prioritizes initiatives that enhance profitability while navigating competitive market shifts. His approach involves a keen analysis of business models to identify growth opportunities, backed by an entrepreneurial mindset that thrives on fostering transformative change within organizations. This multifaceted expertise enables him to orchestrate comprehensive strategies focused on sustainable long-term development across varying sectors.
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:
87.65%
Gain +0.33%
Monthly
1.15%
Yearly
14.71%
Drawdown
22.48%
$224.82M
Equity
Holdings
$224.82M
Investment
$133.29M
$85.41M
Profit +$352,008.52
Realized
-$6.11M
Unrealized
$91.52M
Dividends
$11.71M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.33%
Profit
$352,008.52
Win %
73%
This Week
Compared To Last Week
Gain
1.1%
Profit
$2.44M
Win %
73%
This Month
Compared to last month
Gain
1.31%
Profit
$2.92M
Win %
73%
This Year
Compared to last year
Gain
15.53%
Profit
$30.22M
Win %
73%
INTC Intel Corporation
+2.99%
+$46,320.38 
ETHE Grayscale Ethereum Trust ETF
+2.92%
+$18,966 
MSTR Strategy Inc.
+2.9%
+$16,304.75 
PLTR Palantir Technologies Inc.
+2.85%
+$66,796.38 
ISRG Intuitive Surgical, Inc.
+2.51%
+$4,044.88 
AMD Advanced Micro Devices, Inc.
+2.47%
+$272,831.78 
AVGO Broadcom Inc.
+2.27%
+$34,543.62 
MSFT Microsoft Corp.
+2.1%
+$266,276.2 
MU Micron Technology, Inc.
+1.91%
+$44,866.22 
SCCO Southern Copper Corporation
+1.89%
+$6,109.24 
GOOG Alphabet Inc
+1.87%
+$37,031.94 
CRM Salesforce Inc
+1.85%
+$33,976.28 
GOOGL Alphabet Inc
+1.79%
+$221,830.16 
GBTC Grayscale Bitcoin Trust ETF
+1.5%
+$16,219.4 
BTC Grayscale Bitcoin Mini Trust ETF
+1.45%
+$6,861.76 
IBIT iShares Bitcoin Trust
+1.39%
+$36,043.87 
USO United States Oil Fund, LP
+1.26%
+$3,982.68 
AMZN Amazon.com Inc
+1.12%
+$122,771.94 
SCHW Charles Schwab Corporation
+1.11%
+$36,633.47 
CVX Chevron Corporation
+1.07%
+$30,923.12 
LAES Sealsq Corp
+0.98%
+$2,511.28 
T AT&T Inc.
+0.94%
+$27,000.14 
XOM Exxon Mobil Corporation
+0.77%
+$28,927.5 
V Visa Inc. Class A
+0.77%
+$2,073.5 
RTX RTX Corporation
+0.69%
+$10,134.6 
META Meta Platforms Inc Class A
+0.68%
+$61,194.76 
IBM International Business Machines Corporation
+0.65%
+$1,385.52 
KHC The Kraft Heinz Company
+0.54%
+$2,038.96 
SLV iShares Silver Trust
+0.49%
+$3,100 
TXN Texas Instruments Inc
+0.45%
+$2,473.96 
APD Air Products and Chemicals, Inc.
+0.25%
+$737.02 
KO The Coca-Cola Company
+0.21%
+$4,698.46 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.16%
+$674.25 
NVDA NVIDIA Corporation
+0.12%
+$19,864.8 
LMT Lockheed Martin Corporation
+0.09%
+$946.8 
HBR Canary HBAR ETF Trust
+0.08%
+$136 
BRK-B Berkshire Hathaway Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UAMY United States Antimony Corporation
0%
$0 
TSLA Tesla, Inc.
-2.45%
-$65,323.96 
MRK Merck & Co., Inc.
-2.38%
-$137,879.2 
LLY Eli Lilly and Company
-2.29%
-$355,643.87 
DE Deere & Company
-2.08%
-$15,139.47 
CAT Caterpillar Inc.
-1.92%
-$167,908.94 
NFLX Netflix, Inc.
-1.87%
-$6,617.7 
F Ford Motor Company
-1.76%
-$3,424 
HD The Home Depot, Inc.
-1.72%
-$7,427.42 
AAPL Apple Inc.
-1.71%
-$388,870.99 
WMT Walmart Inc.
-1.54%
-$86,514.56 
PEP PepsiCo, Inc.
-1.47%
-$31,649.36 
WFC Wells Fargo & Company
-1.46%
-$4,079.36 
DIS The Walt Disney Company
-1.43%
-$4,531.8 
WKEY Wisekey International Holding AG - ADR
-1.36%
-$4,454.73 
JNJ Johnson & Johnson
-1.3%
-$13,317.96 
IBB iShares Biotechnology ETF
-1.23%
-$18,689.58 
BAC Bank of America Corporation
-1.23%
-$11,839.16 
PFE Pfizer Inc.
-1.08%
-$3,035.61 
CMS CMS Energy Corporation
-1.03%
-$6,840 
UNH UnitedHealth Group Incorporated
-0.91%
-$8,490.78 
BMY Bristol-Myers Squibb Company
-0.79%
-$2,400.96 
JPM JPMorgan Chase & Co.
-0.79%
-$56,846.61 
PG Procter & Gamble Co
-0.75%
-$29,530.29 
ES Eversource Energy
-0.7%
-$4,639.95 
GS The Goldman Sachs Group, Inc.
-0.63%
-$4,542.75 
EIRL iShares MSCI Ireland ETF
-0.6%
-$9,783.1 
VIG Vanguard Dividend Appreciation ETF
-0.58%
-$2,740 
ABBV AbbVie Inc.
-0.56%
-$3,303.15 
SO The Southern Company
-0.56%
-$1,786.63 
CNP CenterPoint Energy Inc.
-0.55%
-$2,596.75 
ASML ASML Holding N.V. New York Registry Shares
-0.54%
-$15,344.12 
PM Philip Morris International Inc.
-0.53%
-$1,283.15 
SCHD Schwab U.S. Dividend Equity ETF
-0.5%
-$1,365.7 
CSCO Cisco Systems, Inc.
-0.5%
-$9,065.37 
BTI British American Tobacco p.l.c. ADR
-0.38%
-$3,924 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.38%
-$5,294.74 
COST Costco Wholesale Corporation
-0.3%
-$2,173.44 
MCD McDonald's Corporation
-0.25%
-$7,267.95 
SCHA Schwab U.S. Small-Cap ETF
-0.23%
-$1,237.92 
GLD SPDR Gold Shares
-0.22%
-$3,989.25 
XEL Xcel Energy Inc.
-0.15%
-$1,313.04 
ET Energy Transfer L.P.
-0.11%
-$576.23 
VZ Verizon Communications Inc.
-0.06%
-$1,740.65 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$605.96 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$383.06 
IVV iShares Core S&P 500 ETF
-0.01%
-$71.3 
MO Altria Group, Inc.
-0.01%
-$261.22 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1240 | Longs Won 727/1240 58% | Profit Factor 4.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $556,852.89 |
| Average Win $148,839.6 | Best Trade (Jul 19) $11.89M | Sharpe Ratio -10.1 |
| Average Loss -$44,433 | Worst Trade (Mar 31) -$1.65M | Z-Score 7.2 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 1d | Expectancy $68,880.86 |
| 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 | 5,051 | 4,545 | 4,040 | 3,535 | 3,030 | 2,525 | 2,020 | 1,515 | 1,010 | 505 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Gary M. Coon?
The largest contributions to the portfolio's profits come from the following stocks: Eli Lilly and Company - $3.3M, Energy Transfer L.P - $1.02M, Merck & Co., Inc - $800,756.59, NVIDIA Corporation - $704,604.53, and AT&T Inc - $692,711.12. 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: Strategy Inc - $2.44M, Pfizer Inc - $2.05M, Intel Corporation - $1.57M, PayPal Holdings Inc - $685,178.69, and Thermo Fisher Scientific Inc - $558,895.31. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gary M. Coon's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.71M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $737,331.54, AT&T Inc - $641,370.3, Merck & Co., Inc - $634,329.48, Energy Transfer L.P - $537,042.51, and Chevron Corporation - $447,732.6. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gary M. Coon's monthly returns?
Gary M. Coon'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 Gary M. Coon's strategy be considered aggressive or moderate?
Gary M. Coon's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Gary M. Coon's strategy?
Gary M. Coon's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
