John P. Quinn Portfolio
Invests via Vermillion & White Wealth Management Group LLC | Managed by Ryan L. Vermillion, Brian J. White
Invests via Vermillion & White Wealth Management Group LLC
Managed by Ryan L. Vermillion, Brian J. White
Automatically Tracked
John P. Quinn Profile
With a strong foundation in operational leadership, John P. Quinn has made significant contributions to both corporate growth and innovation across various sectors. He has extensive experience guiding organizations through complex transformations, particularly in technology and consumer goods industries. His strategic insights have positioned businesses for competitive advantage while driving impactful market solutions. Known for his hands-on approach and collaborative leadership style, he adeptly bridges the gap between executive vision and execution, leading teams toward shared goals of excellence. John's role as an advisor further underscores his relevance in navigating today’s dynamic business landscape.
With a strong foundation in operational leadership, John P. Quinn has made significant contributions to both corporate growth and innovation across various sectors. He has extensive experience guiding organizations through complex transformations, particularly in technology and consumer goods industries. His strategic insights have positioned businesses for competitive advantage while driving impactful market solutions. Known for his hands-on approach and collaborative leadership style, he adeptly bridges the gap between executive vision and execution, leading teams toward shared goals of excellence. John's role as an advisor further underscores his relevance in navigating today’s dynamic business landscape.
Investment Philosophy & Strategy
Market opportunities in emerging technologies and consumer behaviors define John P. Quinn's investment approach. His extensive operational leadership experience allows for keen identification of trends that drive business growth, particularly in sectors ripe for innovation. With a focus on fostering collaborative environments, he prioritizes investments where strategic execution aligns with competitive differentiation. This combination facilitates optimal capital deployment towards initiatives exhibiting high scalability potential, reinforcing robust market positioning. By championing transformative projects and agile methodologies, he's poised to uncover valuable prospects that yield sustainable returns.
Market opportunities in emerging technologies and consumer behaviors define John P. Quinn's investment approach. His extensive operational leadership experience allows for keen identification of trends that drive business growth, particularly in sectors ripe for innovation. With a focus on fostering collaborative environments, he prioritizes investments where strategic execution aligns with competitive differentiation. This combination facilitates optimal capital deployment towards initiatives exhibiting high scalability potential, reinforcing robust market positioning. By championing transformative projects and agile methodologies, he's poised to uncover valuable prospects that yield sustainable returns.
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:
41.25%
Gain +0.88%
Monthly
1.02%
Yearly
13.03%
Drawdown
13.85%
$196.12M
Equity
Holdings
$196.12M
Investment
$165.99M
$43.21M
Profit +$1.34M
Realized
$13.08M
Unrealized
$30.13M
Dividends
$8.98M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.88%
Profit
$1.34M
Win %
62%
This Week
Compared To Last Week
Gain
0.69%
Profit
$1.34M
Win %
62%
This Month
Compared to last month
Gain
0.16%
Profit
$316,288.12
Win %
62%
This Year
Compared to last year
Gain
-0.76%
Profit
-$1.51M
Win %
68%
TSLA Tesla, Inc.
+6.43%
+$14,633.45 
MU Micron Technology Inc.
+3.05%
+$4,765.06 
NVDA NVIDIA Corporation
+2.91%
+$20,550.58 
AVGO Broadcom Inc.
+2.73%
+$24,976.96 
IXN iShares Global Tech ETF
+1.77%
+$5,478.88 
PM Philip Morris International Inc.
+1.52%
+$10,561.8 
KBWB Invesco KBW Bank ETF
+1.43%
+$71,538.75 
GTBIF Green Thumb Industries Inc.
+1.32%
+$2,366.95 
J Jacobs Solutions Inc.
+1.32%
+$3,536.64 
GQQQ Astoria US Quality Growth Kings ETF
+1.17%
+$244,180.68 
ROE Astoria US Equal Weight Quality Kings ETF
+1.02%
+$134,429.14 
VTI Vanguard Total Stock Market ETF
+0.98%
+$5,023.19 
CGGE Capital Group Global Equity ETF
+0.98%
+$3,304.29 
ESGU iShares ESG Aware MSCI USA ETF
+0.96%
+$3,537.6 
PPI Astoria Real Assets ETF
+0.95%
+$37,768.26 
IVV iShares Core S&P 500 ETF
+0.95%
+$465,264.36 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.93%
+$8,425.01 
VOO Vanguard S&P 500 ETF
+0.93%
+$3,501.31 
VONE Vanguard Russell 1000 ETF
+0.92%
+$4,863.6 
ESGV Vanguard ESG U.S. Stock ETF
+0.9%
+$16,574.78 
CGDV Capital Group Dividend Value ETF
+0.9%
+$6,722.93 
CGUS Capital Group Core Equity ETF
+0.9%
+$1,965.52 
CGGR Capital Group Growth ETF
+0.87%
+$2,228.8 
ALL The Allstate Corporation
+0.84%
+$2,781.44 
SPHQ Invesco S&P 500 Quality ETF
+0.83%
+$12,603.09 
AMZN Amazon.com Inc
+0.77%
+$6,975.36 
IEFA iShares Core MSCI EAFE ETF
+0.76%
+$2,281.25 
MSFT Microsoft Corporation Common Stock
+0.73%
+$15,712 
EFV iShares MSCI EAFE Value ETF
+0.72%
+$5,030.82 
VT Vanguard Total World Stock ETF
+0.71%
+$2,677.34 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
+0.7%
+$3,316.83 
CGBL Capital Group Core Balanced ETF
+0.68%
+$2,499.5 
DFAI Dimensional International Core Equity Market ETF
+0.68%
+$106,178.24 
UTES Virtus Reaves Utilities ETF
+0.66%
+$9,428.58 
QUAL iShares MSCI USA Quality Factor ETF
+0.62%
+$3,344 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.61%
+$10,457.4 
CB Chubb Limited
+0.52%
+$2,818.2 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.4%
+$937.9 
DMBS DoubleLine Mortgage ETF
+0.31%
+$21,747.39 
DFCF Dimensional Core Fixed Income ETF
+0.23%
+$38,717.06 
WM Waste Management Inc.
+0.23%
+$646.8 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
+0.2%
+$11,587.85 
IUSB iShares Core Universal USD Bond ETF
+0.17%
+$531.68 
AGGA EA Astoria Beacon Dynamic Core US Fixed Income ETF
+0.16%
+$10,479.05 
AGG iShares Core U.S. Aggregate Bond ETF
+0.16%
+$347.67 
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF
+0.14%
+$976.47 
GOOGL Alphabet Inc
+0.12%
+$374.8 
GOVT iShares U.S. Treasury Bond ETF
+0.09%
+$441.14 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.09%
+$595.76 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.08%
+$537.47 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.06%
+$591.13 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.05%
+$2,621.7 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$393.06 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$121.28 
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF
+0.04%
+$221.3 
SPTI State Street SPDR Portfolio Intermediate Term Treasury ETF
+0.02%
+$435.48 
TBIL F/m US Treasury 3 Month Bill Fund
+0.02%
+$39.05 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.01%
+$31.07 
SHV iShares 0-1 Year Treasury Bond ETF
+0.01%
+$12.25 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 
MO Altria Group, Inc.
-0.89%
-$8,736.42 
IEMG iShares Core MSCI Emerging Markets ETF
-0.32%
-$745.29 
AAPL Apple Inc.
-0.3%
-$7,174.96 
DFAE Dimensional Emerging Core Equity Market ETF
-0.27%
-$25,455.6 
BSMQ Invesco BulletShares 2026 Municipal Bond ETF
-0.06%
-$496.59 
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF
-0.02%
-$123.69 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
-0.02%
-$94.43 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
-0.02%
-$78.89 
CEG Constellation Energy Corporation
-0.02%
-$43 Events
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Dividends
Dividend Analysis
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| Trades 2199 | Longs Won 1306/2199 59% | Profit Factor 9.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $239,532 |
| Average Win $37,078.78 | Best Trade (Oct 14) $8.38M | Sharpe Ratio -21.72 |
| Average Loss -$5,836.84 | Worst Trade (Oct 14) -$460,776.63 | Z-Score -6.07 (100%) |
| Commissions $0 | Avg. Trade Length 12m | Expectancy $19,651.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,899 | $1.5M | $2.39M | - | $894,103.8 | 59.7% | -0.299% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,243 | $222,012 | $215,585.94 | - | -$6,426.06 | -2.89% | +0.162% |
| AGGA EA Astoria Beacon Dynamic Core US Fixed Income ETF | 260,026 | $6.56M | $6.38M | - | -$172,970.7 | -2.64% | +0.164% |
| ALL The Allstate Corporation | 1,312 | $312,177 | $334,966.72 | - | $22,789.72 | 7.3% | +0.837% |
| AMZN Amazon.com Inc | 3,633 | $752,898.55 | $907,959.36 | - | $155,060.81 | 20.6% | +0.774% |
| AVGO Broadcom Inc. | 2,848 | $489,700.71 | $941,121.6 | - | $451,420.89 | 92.18% | +2.726% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 35,831 | $694,298.6 | $699,241.96 | - | $4,943.36 | 0.71% | +0.077% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 39,306 | $763,383.01 | $768,628.83 | - | $5,245.82 | 0.69% | +0.051% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 33,967 | $691,738 | $684,944.55 | - | -$6,793.45 | -0.98% | 0.0 |
| BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | 24,054 | $539,813.31 | $532,916.37 | - | -$6,896.94 | -1.28% | +0.042% |
| BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | 24,737 | $536,645.88 | $530,608.65 | - | -$6,037.23 | -1.12% | -0.023% |
| BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | 32,549 | $687,937.64 | $672,787.83 | - | -$15,149.81 | -2.2% | +0.145% |
| BSMQ Invesco BulletShares 2026 Municipal Bond ETF | 32,887 | $776,386.68 | $771,114.64 | - | -$5,272.04 | -0.68% | -0.064% |
| BSMR Invesco BulletShares 2027 Municipal Bond ETF | 39,409 | $931,106.31 | $926,702.63 | - | -$4,403.68 | -0.47% | +0.064% |
| BSMS Invesco BulletShares 2028 Municipal Bond ETF | 29,788 | $698,231 | $689,294.32 | - | -$8,936.68 | -1.28% | +0.087% |
| CB Chubb Limited | 1,540 | $524,740 | $549,687.6 | - | $24,947.6 | 4.75% | +0.515% |
| CEG Constellation Energy Corporation | 1,075 | $141,563.36 | $272,415.75 | - | $130,852.39 | 92.43% | -0.016% |
| CGBL Capital Group Core Balanced ETF | 9,998 | $329,133.86 | $368,126.36 | - | $38,992.5 | 11.85% | +0.684% |
| CGDV Capital Group Dividend Value ETF | 15,455 | $761,622 | $755,517.67 | - | -$6,104.33 | -0.8% | +0.898% |
| CGGE Capital Group Global Equity ETF | 10,013 | $352,858 | $341,943.95 | - | -$10,914.05 | -3.09% | +0.976% |
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FAQ
Which stocks have generated the highest profits for John P. Quinn?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Core Equity Market ETF - $2.42M, Astoria US Equal Weight Quality Kings ETF - $2.19M, iShares Core S&P 500 ETF - $1.74M, Dimensional Core Fixed Income ETF - $1.18M, and WisdomTree U.S. Quality Dividend Growth Fund - $1.05M. 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: United Parcel Service, Inc. Class B Common Stock - $502,632.67, State Street SPDR Portfolio S&P 500 ETF - $185,889.15, Comcast Corp. Class A Common Stock - $87,779, Schwab U.S. Dividend Equity ETF - $85,960.3, and AdvisorShares Pure U.S. Cannabis ETF - $83,837.68. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John P. Quinn's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.98M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $1.21M, iShares Core S&P 500 ETF - $1.05M, Dimensional International Core Equity Market ETF - $712,839.58, Dimensional Short-Duration Fixed Income ETF - $522,493.55, and Astoria US Equal Weight Quality Kings ETF - $352,147.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John P. Quinn's monthly returns?
John P. Quinn's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can John P. Quinn's strategy be considered aggressive or moderate?
John P. Quinn's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow John P. Quinn's strategy?
John P. Quinn's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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