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:
93.5%
Gain -0.15%
Monthly
1.18%
Yearly
15.16%
Drawdown
22.48%
$230.92M
Equity
Holdings
$230.92M
Investment
$133.29M
$91.69M
Profit -$336,117.03
Realized
-$5.94M
Unrealized
$97.63M
Dividends
$12M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.15%
Profit
-$336,117.03
Win %
76%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$1.3M
Win %
76%
This Month
Compared to last month
Gain
0.16%
Profit
$363,415.73
Win %
76%
This Year
Compared to last year
Gain
18.73%
Profit
$36.45M
Win %
75%
META Meta Platforms Inc Class A
+6.34%
+$538,155.15 
AMD Advanced Micro Devices, Inc.
+3.69%
+$415,372.8 
USO United States Oil Fund, LP
+2.41%
+$8,986.56 
MU Micron Technology, Inc.
+2.37%
+$65,573.75 
SLV iShares Silver Trust
+2.36%
+$17,360 
XOM Exxon Mobil Corporation
+1.77%
+$72,318.75 
WFC Wells Fargo & Company
+1.57%
+$4,398.06 
CVX Chevron Corporation
+1.51%
+$48,890.91 
GLD SPDR Gold Shares
+0.89%
+$17,566 
INTC Intel Corporation
+0.89%
+$15,168.3 
TXN Texas Instruments Inc
+0.75%
+$3,779.1 
TSLA Tesla, Inc.
+0.72%
+$18,594.95 
WKEY Wisekey International Holding AG - ADR
+0.63%
+$1,979.88 
BAC Bank of America Corporation
+0.55%
+$5,409.94 
LLY Eli Lilly and Company
+0.45%
+$66,254.37 
ET Energy Transfer L.P.
+0.42%
+$2,245.05 
JPM JPMorgan Chase & Co.
+0.4%
+$30,170.1 
SCHW Charles Schwab Corporation
+0.37%
+$12,967.6 
PLTR Palantir Technologies Inc.
+0.37%
+$11,132.73 
ABBV AbbVie Inc.
+0.32%
+$1,831.22 
PFE Pfizer Inc.
+0.31%
+$955.65 
ETHE Grayscale Ethereum Trust ETF
+0.3%
+$2,616 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$1,061.44 
IBIT iShares Bitcoin Trust
+0.23%
+$7,137.4 
CSCO Cisco Systems, Inc.
+0.22%
+$4,001.83 
GBTC Grayscale Bitcoin Trust ETF
+0.2%
+$2,612.52 
F Ford Motor Company
+0.14%
+$273.92 
ISRG Intuitive Surgical, Inc.
+0.08%
+$125.82 
RTX RTX Corporation
+0.03%
+$457.2 
JNJ Johnson & Johnson
+0.02%
+$242.88 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
UAMY United States Antimony Corporation
-3.77%
-$3,312.39 
GOOGL Alphabet Inc
-2.67%
-$322,726.58 
UNH UnitedHealth Group Incorporated
-2.46%
-$21,588.96 
GOOG Alphabet Inc
-2.45%
-$46,960.38 
T AT&T Inc.
-2.27%
-$76,390.64 
AMZN Amazon.com Inc
-2.14%
-$243,771 
AVGO Broadcom Inc.
-2.12%
-$32,060.05 
PG Procter & Gamble Co
-2%
-$76,047.03 
HBR Canary HBAR ETF Trust
-1.99%
-$4,300 
VZ Verizon Communications Inc.
-1.89%
-$66,144.7 
ES Eversource Energy
-1.82%
-$11,533.59 
XEL Xcel Energy Inc.
-1.78%
-$14,990.54 
MSTR Strategy Inc.
-1.69%
-$13,695.99 
LMT Lockheed Martin Corporation
-1.51%
-$17,042.4 
PEP PepsiCo, Inc.
-1.5%
-$32,620.78 
ASML ASML Holding N.V. New York Registry Shares
-1.35%
-$38,597.76 
CNP CenterPoint Energy Inc.
-1.31%
-$5,801.25 
LAES Sealsq Corp
-1.22%
-$3,013.53 
CMS CMS Energy Corporation
-1.21%
-$7,470 
BTI British American Tobacco p.l.c. ADR
-1.11%
-$10,055.25 
COST Costco Wholesale Corporation
-1.03%
-$7,188.48 
SO The Southern Company
-1.02%
-$3,067.61 
AAPL Apple Inc.
-1%
-$216,250.92 
HD The Home Depot, Inc.
-0.92%
-$3,688.23 
SCHA Schwab U.S. Small-Cap ETF
-0.9%
-$4,796.94 
MO Altria Group, Inc.
-0.88%
-$15,673.2 
GS The Goldman Sachs Group, Inc.
-0.88%
-$6,132.41 
MCD McDonald's Corporation
-0.85%
-$23,353.28 
DE Deere & Company
-0.84%
-$6,973.39 
SCHD Schwab U.S. Dividend Equity ETF
-0.81%
-$2,317.56 
KHC The Kraft Heinz Company
-0.74%
-$2,694.34 
IBB iShares Biotechnology ETF
-0.72%
-$11,860.69 
CAT Caterpillar Inc.
-0.69%
-$56,865.69 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.68%
-$2,942.16 
NVDA NVIDIA Corporation
-0.67%
-$125,810.4 
EIRL iShares MSCI Ireland ETF
-0.61%
-$10,679.03 
VIG Vanguard Dividend Appreciation ETF
-0.6%
-$2,870 
DIS The Walt Disney Company
-0.51%
-$1,731.8 
MRK Merck & Co., Inc.
-0.5%
-$33,562.7 
BMY Bristol-Myers Squibb Company
-0.49%
-$1,600.64 
SPY SPDR S&P 500 ETF Trust
-0.49%
-$4,966.96 
IVV iShares Core S&P 500 ETF
-0.44%
-$2,288.23 
PM Philip Morris International Inc.
-0.43%
-$1,006.4 
V Visa Inc. Class A
-0.42%
-$1,161.46 
NFLX Netflix, Inc.
-0.39%
-$1,546.18 
KO The Coca-Cola Company
-0.39%
-$9,396.92 
SCCO Southern Copper Corporation
-0.37%
-$1,460.3 
MSFT Microsoft Corp.
-0.36%
-$56,831.38 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.28%
-$3,809.63 
APD Air Products and Chemicals, Inc.
-0.26%
-$761.93 
CRM Salesforce Inc
-0.14%
-$3,864.6 
IBM International Business Machines Corporation
-0.12%
-$271.07 
WMT Walmart Inc.
-0.09%
-$4,915.6 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$605.96 Events
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Dividends
Dividend Analysis
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| Trades 1240 | Longs Won 739/1240 59% | Profit Factor 5.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $547,914.45 |
| Average Win $152,025.22 | Best Trade (Aug 11) $12.62M | Sharpe Ratio -10 |
| Average Loss -$41,499.58 | Worst Trade (Mar 31) -$1.65M | Z-Score -0.69 (50.84%) |
| Commissions $0 | Avg. Trade Length 2y 2m 3w | Expectancy $73,940.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,556 | 5,000 | 4,444 | 3,889 | 3,333 | 2,778 | 2,222 | 1,667 | 1,111 | 556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 68,343 | $12.31M | $21.4M | - | $9.09M | 73.84% | -1.001% |
| ABBV AbbVie Inc. | 2,318 | $532,657.92 | $578,503.26 | - | $45,845.34 | 8.61% | +0.318% |
| AMD Advanced Micro Devices, Inc. | 22,272 | $2.84M | $11.68M | - | $8.84M | 311.5% | +3.688% |
| AMZN Amazon.com Inc | 44,322 | $7.08M | $11.15M | - | $4.07M | 57.47% | -2.14% |
| APD Air Products and Chemicals, Inc. | 996 | $304,270.96 | $295,757.22 | - | -$8,513.74 | -2.8% | -0.257% |
| ASML ASML Holding N.V. New York Registry Shares | 1,622 | $1.3M | $2.82M | - | $1.52M | 117.25% | -1.348% |
| AVGO Broadcom Inc. | 4,105 | $355,156.1 | $1.48M | - | $1.13M | 316.97% | -2.119% |
| BAC Bank of America Corporation | 15,681 | $456,229.44 | $983,747.53 | - | $527,518.09 | 115.63% | +0.553% |
| BMY Bristol-Myers Squibb Company | 5,002 | $311,115.27 | $321,978.74 | - | $10,863.47 | 3.49% | -0.495% |
| BRK-B Berkshire Hathaway Inc. | 856 | $410,195.2 | $434,051.92 | - | $23,856.72 | 5.82% | +0.245% |
| BTC Grayscale Bitcoin Mini Trust ETF | 16,736 | $596,844.04 | $465,428.16 | - | -$131,415.88 | -22.02% | 0.0 |
| BTI British American Tobacco p.l.c. ADR | 16,350 | $650,522.57 | $891,647.25 | - | $241,124.68 | 37.07% | -1.115% |
| CAT Caterpillar Inc. | 9,959 | $2.29M | $8.13M | - | $5.84M | 255.25% | -0.694% |
| CMS CMS Energy Corporation | 9,000 | $635,670 | $611,640 | - | -$24,030 | -3.78% | -1.207% |
| CNP CenterPoint Energy Inc. | 11,050 | $308,481.51 | $437,524.75 | - | $129,043.24 | 41.83% | -1.309% |
| COST Costco Wholesale Corporation | 768 | $723,556.25 | $691,829.76 | - | -$31,726.49 | -4.38% | -1.028% |
| CRM Salesforce Inc | 10,735 | $2.68M | $2.67M | - | -$13,068.94 | -0.49% | -0.145% |
| CSCO Cisco Systems, Inc. | 16,334 | $968,442.3 | $1.79M | - | $818,742.31 | 84.54% | +0.224% |
| CVX Chevron Corporation | 15,423 | $1.99M | $3.28M | - | $1.3M | 65.31% | +1.511% |
| DE Deere & Company | 1,217 | $419,378.5 | $821,475 | - | $402,096.5 | 95.88% | -0.842% |
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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 - $3.32M, Energy Transfer L.P - $1.03M, Merck & Co., Inc - $769,148, AT&T Inc - $729,260.09, and Exxon Mobil Corporation - $717,684.21. 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 - $2.04M, Intel Corporation - $1.57M, PayPal Holdings Inc - $685,178.69, and Thermo Fisher Scientific Inc - $558,355.29. 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 $12M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $786,591.94, AT&T Inc - $677,919.27, Merck & Co., Inc - $602,720.89, Energy Transfer L.P - $545,523.81, and Chevron Corporation - $475,185.54. 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.
