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:
109.91%
Gain +0.2%
Monthly
1.16%
Yearly
14.79%
Drawdown
22.46%
$250.46M
Equity
Holdings
$250.46M
Investment
$157.83M
$92.88M
Profit +$301,431.8
Realized
$251,614.21
Unrealized
$92.63M
Dividends
$12.41M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.2%
Profit
$301,431.8
Win %
74%
This Week
Compared To Last Week
Gain
0.12%
Profit
$301,431.8
Win %
74%
This Month
Compared to last month
Gain
-0.85%
Profit
-$2.15M
Win %
74%
This Year
Compared to last year
Gain
-0.85%
Profit
-$2.15M
Win %
74%
TSLA Tesla, Inc.
+5.79%
+$168,857.92 
JNJ Johnson & Johnson
+3%
+$30,053.26 
LMT Lockheed Martin Corporation
+2.06%
+$16,271.53 
NVDA NVIDIA Corporation
+1.84%
+$311,320.81 
MU Micron Technology Inc.
+1.68%
+$29,929.16 
PM Philip Morris International Inc.
+1.66%
+$4,163.98 
CSCO Cisco Systems, Inc.
+1.61%
+$28,011.1 
BAC Bank of America Corporation
+1.37%
+$10,019.82 
MCD McDonald's Corporation
+1.3%
+$37,033.1 
PEP PepsiCo, Inc.
+1.25%
+$22,757.9 
BTI British American Tobacco plc ADR
+1.24%
+$12,321 
RTX RTX Corporation
+1.23%
+$25,471.39 
LLY Eli Lilly and Company
+1.22%
+$191,249.94 
ABBV AbbVie Inc.
+1.17%
+$8,055.25 
JPM JPMorgan Chase & Co.
+1.16%
+$82,030.76 
AVGO Broadcom Inc.
+1.16%
+$13,614.5 
ASML ASML Holding N.V. NY Registered Shares
+1.13%
+$29,454.83 
GS The Goldman Sachs Group, Inc.
+1.12%
+$6,569.59 
WMT Walmart Inc.
+1.01%
+$59,331.14 
KMB Kimberly-Clark Corporation
+0.9%
+$2,100.78 
EIRL iShares MSCI Ireland ETF
+0.86%
+$15,013.67 
BMY Bristol-Myers Squibb Company
+0.68%
+$1,876.14 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+0.66%
+$29,884.14 
COST Costco Wholesale Corp
+0.66%
+$10,354.3 
PFE Pfizer Inc.
+0.63%
+$2,380.88 
SCHA Schwab U.S. Small-Cap ETF
+0.61%
+$2,078 
VIG Vanguard Dividend Appreciation ETF
+0.6%
+$2,920 
IBB iShares Biotechnology ETF
+0.56%
+$5,759.86 
T AT&T Inc.
+0.55%
+$17,529.91 
XOM ExxonMobil Holdings Corporation
+0.52%
+$24,207.11 
BRK-B Berkshire Hathaway Inc.
+0.52%
+$2,405.46 
ES Eversource Energy
+0.52%
+$3,216.85 
F Ford Motor Co.
+0.47%
+$2,901.36 
INTC Intel Corporation
+0.39%
+$5,003.44 
CNP CenterPoint Energy, Inc.
+0.39%
+$1,768 
IVV iShares Core S&P 500 ETF
+0.39%
+$1,704.78 
CMS CMS Energy Corporation Common Stock
+0.39%
+$2,430 
SPY State Street SPDR S&P 500 ETF Trust
+0.38%
+$3,732.34 
VOO Vanguard S&P 500 ETF
+0.37%
+$38,162.63 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.37%
+$832.81 
VXF Vanguard Extended Market ETF
+0.36%
+$6,993.58 
IYW iShares U.S. Technology ETF
+0.36%
+$875.76 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.36%
+$4,764.49 
UNH UnitedHealth Group Inc.
+0.32%
+$3,252.22 
TXN Texas Instruments Inc.
+0.3%
+$1,134.75 
CVX Chevron Corporation
+0.3%
+$10,748.87 
SO The Southern Company
+0.28%
+$709.15 
AMZN Amazon.com Inc
+0.27%
+$29,353.72 
SCHD Schwab U.S. Dividend Equity ETF
+0.26%
+$739.98 
XEL Xcel Energy Inc.
+0.23%
+$1,969.53 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.23%
+$971.6 
HD The Home Depot, Inc.
+0.18%
+$756.98 
SCHW The Charles Schwab Corporation
+0.13%
+$3,957.96 
KHC The Kraft Heinz Company
+0.12%
+$393.06 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.1%
+$3,363.97 
MO Altria Group, Inc.
+0.09%
+$2,455.11 
AMD Advanced Micro Devices Inc.
+0.08%
+$8,421.58 
ET Energy Transfer LP
+0.05%
+$167.38 
PG The Procter & Gamble Company
+0.01%
+$421.61 
WKEY WISeKey International Holding Ltd. ADR
0%
$0 
MSTR Strategy Inc.
-4.51%
-$39,085.29 
UAMY United States Antimony Corporation
-3.92%
-$2,720.16 
ETHE Grayscale Ethereum Trust ETF
-3.81%
-$38,873.23 
VZ Verizon Communications Inc.
-2.87%
-$96,718.08 
DE Deere & Company
-2.6%
-$17,918.65 
BTC Grayscale Bitcoin Mini Trust ETF
-2.2%
-$5,259.03 
GBTC Grayscale Bitcoin Trust ETF
-2.09%
-$27,610.87 
IBIT iShares Bitcoin Trust ETF
-2.09%
-$84,906.24 
META Meta Platforms Inc Class A
-1.78%
-$156,750.5 
USO United States Oil Fund, LP
-1.74%
-$6,218.6 
SPCX Space Exploration Technologies Corp. Class A
-1.7%
-$7,317.53 
PLTR Palantir Technologies Inc. Class A Common Stock
-1.39%
-$55,621.69 
SLV iShares Silver Trust
-1.37%
-$9,993.05 
LAES SEALSQ Corp
-1.29%
-$2,000 
AAPL Apple Inc.
-1.28%
-$293,299.05 
CRWD CrowdStrike Holdings, Inc.
-1.12%
-$3,597.13 
CAT Caterpillar Inc.
-1.01%
-$65,663.88 
NFLX Netflix Inc.
-0.9%
-$2,948.82 
GOOG Alphabet Inc
-0.72%
-$13,485.03 
GOOGL Alphabet Inc
-0.68%
-$73,758.3 
CRM Salesforce, Inc.
-0.53%
-$9,048.67 
SCCO Southern Copper Corporation
-0.41%
-$1,430.31 
V Visa Inc. Class A
-0.39%
-$971.03 
IBM International Business Machines Corporation
-0.28%
-$702.8 
DIS The Walt Disney Company
-0.21%
-$580.45 
MRK Merck & Co., Inc.
-0.18%
-$11,577.02 
KO The Coca-Cola Company
-0.16%
-$3,999.39 
GLD SPDR Gold Shares
-0.14%
-$2,951.88 
APD Air Products and Chemicals Inc.
-0.08%
-$223.74 
PANW Palo Alto Networks, Inc.
-0.07%
-$220.08 
MSFT Microsoft Corporation Common Stock
-0.03%
-$4,482.24 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$73.56 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1395 | Longs Won 846/1395 60% | Profit Factor 5.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $535,117.45 |
| Average Win $135,324.62 | Best Trade (Oct 22) $12.73M | Sharpe Ratio -148.21 |
| Average Loss -$39,348.88 | Worst Trade (Mar 31) -$1.65M | Z-Score 8.62 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 2w 5d | Expectancy $66,582.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,369 | 5,732 | 5,096 | 4,459 | 3,822 | 3,185 | 2,548 | 1,911 | 1,274 | 637 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 65,615 | $11.82M | $22.52M | - | $10.7M | 90.5% | -1.285% |
| ABBV AbbVie Inc. | 2,419 | $558,408.75 | $699,018.43 | - | $140,609.68 | 25.18% | +1.166% |
| AMD Advanced Micro Devices Inc. | 20,793 | $2.68M | $10.75M | - | $8.08M | 301.8% | +0.078% |
| AMZN Amazon.com Inc | 43,487 | $6.94M | $10.81M | - | $3.88M | 55.85% | +0.272% |
| APD Air Products and Chemicals Inc. | 895 | $273,540.7 | $274,675.5 | - | $1,134.8 | 0.41% | -0.081% |
| ASML ASML Holding N.V. NY Registered Shares | 1,657 | $1.37M | $2.63M | - | $1.27M | 92.58% | +1.131% |
| AVGO Broadcom Inc. | 3,650 | $331,784.01 | $1.19M | - | $855,962.49 | 257.99% | +1.16% |
| BAC Bank of America Corporation | 14,417 | $419,965.28 | $738,943.33 | - | $318,978.05 | 75.95% | +1.375% |
| BMY Bristol-Myers Squibb Company | 4,467 | $273,975.97 | $276,507.3 | - | $2,531.33 | 0.92% | +0.683% |
| BRK-B Berkshire Hathaway Inc. | 853 | $408,757.6 | $464,893.53 | - | $56,135.93 | 13.73% | +0.52% |
| BTC Grayscale Bitcoin Mini Trust ETF | 6,657 | $245.98 | $233,660.7 | - | $233,414.72 | 94,891.75% | -2.201% |
| BTI British American Tobacco plc ADR | 16,650 | $669,050.57 | $1M | - | $333,612.43 | 49.86% | +1.244% |
| CAT Caterpillar Inc. | 9,489 | $2.19M | $6.45M | - | $4.26M | 194.33% | -1.007% |
| CMS CMS Energy Corporation Common Stock | 9,000 | $635,670 | $628,650 | - | -$7,020 | -1.1% | +0.388% |
| CNP CenterPoint Energy, Inc. | 11,050 | $308,481.51 | $455,591.5 | - | $147,109.99 | 47.69% | +0.39% |
| COST Costco Wholesale Corp | 1,576 | $1.47M | $1.59M | - | $124,635.1 | 8.5% | +0.655% |
| CRM Salesforce, Inc. | 6,855 | $1.7M | $1.69M | - | -$2,584.39 | -0.15% | -0.531% |
| CRWD CrowdStrike Holdings, Inc. | 1,249 | $330,672.75 | $318,107.81 | - | -$12,564.94 | -3.8% | -1.118% |
| CSCO Cisco Systems, Inc. | 16,333 | $968,378.93 | $1.77M | - | $799,096.66 | 82.52% | +1.61% |
| CVX Chevron Corporation | 15,466 | $2.01M | $3.62M | - | $1.61M | 80.42% | +0.298% |
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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 - $4.11M, ExxonMobil Holdings Corporation - $2.28M, NVIDIA Corporation - $1.24M, Energy Transfer LP - $1.02M, and Merck & Co., Inc - $865,462.27. 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 - $1.39M, 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 $12.41M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $841,159.29, AT&T Inc - $721,301.68, Merck & Co., Inc - $641,283.69, Energy Transfer LP - $543,399.49, and Chevron Corporation - $474,995.08. 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.
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