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:
43.19%
Gain +0.95%
Monthly
1.12%
Yearly
14.24%
Drawdown
13.85%
$198.61M
Equity
Holdings
$198.61M
Investment
$165.99M
$45.67M
Profit +$1.45M
Realized
$13.05M
Unrealized
$32.62M
Dividends
$8.35M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.95%
Profit
$1.45M
Win %
65%
This Week
Compared To Last Week
Gain
-0.76%
Profit
-$1.51M
Win %
65%
This Month
Compared to last month
Gain
0.3%
Profit
$597,565.09
Win %
65%
This Year
Compared to last year
Gain
0.5%
Profit
$979,896.17
Win %
69%
GOOGL Alphabet Inc
+2.9%
+$9,032.67 
AAPL Apple Inc.
+2.74%
+$61,745.98 
AMZN Amazon.com Inc
+1.73%
+$15,839.88 
IXN iShares Global Tech ETF
+1.59%
+$5,086.98 
PM Philip Morris International Inc.
+1.33%
+$8,804.4 
IEMG iShares Core MSCI Emerging Markets ETF
+1.3%
+$3,239.73 
DFAE Dimensional Emerging Core Equity Market ETF
+1.3%
+$131,096.34 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
+1.21%
+$158,568.5 
CGGR Capital Group Growth ETF
+1.15%
+$2,981.02 
GQQQ Astoria US Quality Growth Kings ETF
+1.13%
+$238,385.34 
AVGO Broadcom Inc.
+1.12%
+$11,477.47 
EFV iShares MSCI EAFE Value ETF
+1.05%
+$7,546.23 
IEFA iShares Core MSCI EAFE ETF
+1.03%
+$3,171.87 
CEG Constellation Energy Corporation
+1.01%
+$3,096.01 
SPDW SPDR Portfolio Developed World ex-US ETF
+1%
+$4,903.14 
ESGV Vanguard ESG U.S. Stock ETF
+1%
+$18,431.7 
VONE Vanguard Russell 1000 ETF
+0.97%
+$5,159.89 
CGGE Capital Group Global Equity ETF
+0.97%
+$3,354.36 
VOO Vanguard S&P 500 ETF
+0.96%
+$3,631.39 
VT Vanguard Total World Stock ETF
+0.95%
+$3,618 
IVV iShares Core S&P 500 ETF
+0.94%
+$457,251.69 
NVDA NVIDIA Corporation
+0.93%
+$6,760.94 
ESGU iShares ESG Aware MSCI USA ETF
+0.9%
+$3,294.39 
DFAI Dimensional International Core Equity Market ETF
+0.9%
+$144,099.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.86%
+$4,429.81 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.84%
+$14,291.78 
QUAL iShares MSCI USA Quality Factor ETF
+0.83%
+$4,426.24 
CGUS Capital Group Core Equity ETF
+0.78%
+$1,716.72 
TSLA Tesla, Inc.
+0.76%
+$1,677.19 
SPHQ Invesco S&P 500 Quality ETF
+0.75%
+$11,508.84 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.71%
+$6,429.37 
CGDV Capital Group Dividend Value ETF
+0.63%
+$4,791.05 
CGBL Capital Group Core Balanced ETF
+0.63%
+$2,349.53 
PPI ASTORIA REAL ASSETS ETF
+0.52%
+$22,098.45 
MSFT Microsoft Corp.
+0.4%
+$8,153.03 
J Jacobs Solutions Inc.
+0.29%
+$755.22 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.29%
+$689.3 
UTES Virtus Reaves Utilities ETF
+0.25%
+$3,655.98 
KBWB Invesco KBW Bank ETF
+0.24%
+$13,163.13 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.19%
+$1,340.46 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.18%
+$977.11 
PYLD PIMCO Multisector Bond Active ETF
+0.14%
+$8,111.49 
DFCF Dimensional Core Fixed Income ETF
+0.12%
+$20,377.4 
AGGA Astoria Dynamic Core US Fixed Income ETF
+0.11%
+$7,150.72 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$235.51 
DMBS DoubleLine Mortgage ETF
+0.11%
+$7,499.1 
GOVT iShares U.S. Treasury Bond ETF
+0.09%
+$441.14 
IUSB iShares Core Universal USD Bond ETF
+0.09%
+$280.2 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.09%
+$788.18 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.07%
+$458.64 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.04%
+$123.66 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.03%
+$180.41 
SHV iShares Short Treasury Bond ETF
+0.03%
+$89.92 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$196.53 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$47.05 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.02%
+$48.02 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
0%
$0 
GTBIF Green Thumb Industries Inc.
-0.94%
-$1,972.46 
CB Chubb Limited
-0.74%
-$3,880.8 
MU Micron Technology, Inc.
-0.73%
-$1,263.79 
WM Waste Management, Inc.
-0.62%
-$1,575.84 
MO Altria Group, Inc.
-0.16%
-$1,454.75 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
-0.05%
-$236.07 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.05%
-$325.49 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.04%
-$345.31 
ALL Allstate Corporation
-0.03%
-$91.84 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.03%
-$169.84 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.02%
-$435.48 Events
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Dividends
Dividend Analysis
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| Trades 2199 | Longs Won 1313/2199 59% | Profit Factor 11.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $241,657.52 |
| Average Win $37,964.87 | Best Trade (Sep 03) $8.47M | Sharpe Ratio -21.72 |
| Average Loss -$4,715.21 | Worst Trade (Jun 30) -$388,930.92 | Z-Score -6.67 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 4d | Expectancy $20,768.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,899 | $1.5M | $2.31M | - | $817,076.47 | 54.56% | +2.741% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,243 | $222,012 | $215,675.66 | - | -$6,336.34 | -2.85% | +0.109% |
| AGGA Astoria Dynamic Core US Fixed Income ETF | 260,026 | $6.56M | $6.42M | - | -$135,917 | -2.07% | +0.111% |
| ALL Allstate Corporation | 1,312 | $312,177 | $330,256.64 | - | $18,079.64 | 5.79% | -0.028% |
| AMZN Amazon.com Inc | 3,633 | $752,898.55 | $930,956.25 | - | $178,057.7 | 23.65% | +1.731% |
| AVGO Broadcom Inc. | 2,848 | $489,700.71 | $1.04M | - | $549,420.57 | 112.2% | +1.117% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 35,831 | $694,298.6 | $700,775.53 | - | $6,476.93 | 0.93% | +0.065% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 39,306 | $763,383.01 | $770,987.19 | - | $7,604.18 | 1% | +0.025% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 33,967 | $691,738 | $687,661.91 | - | -$4,076.09 | -0.59% | -0.025% |
| BSJR Invesco Bulletshares 2027 High Yield Fund | 24,054 | $539,813.31 | $536,825.14 | - | -$2,988.17 | -0.55% | +0.034% |
| BSJS Invesco BulletShares 2028 High Yield Fund | 24,737 | $536,645.88 | $537,522.64 | - | $876.76 | 0.16% | +0.182% |
| BSJT Invesco BulletShares 2029 High Yield Fund | 32,549 | $687,937.64 | $685,807.43 | - | -$2,130.21 | -0.31% | -0.047% |
| BSMQ Invesco BulletShares 2026 Municipal Bond Fund | 32,887 | $776,386.68 | $771,529.02 | - | -$4,857.66 | -0.63% | -0.045% |
| BSMR Invesco BulletShares 2027 Municipal Bond ETF | 39,409 | $931,106.31 | $926,308.54 | - | -$4,797.77 | -0.52% | +0.085% |
| BSMS Invesco BulletShares 2028 Municipal Bond ETF | 29,788 | $698,231 | $691,230.54 | - | -$7,000.46 | -1% | +0.194% |
| CB Chubb Limited | 1,540 | $524,740 | $517,671 | - | -$7,069 | -1.35% | -0.744% |
| CEG Constellation Energy Corporation | 1,075 | $141,563.36 | $310,513.76 | - | $168,950.4 | 119.35% | +1.007% |
| CGBL Capital Group Core Balanced ETF | 9,998 | $329,133.86 | $376,974.59 | - | $47,840.73 | 14.54% | +0.627% |
| CGDV Capital Group Dividend Value ETF | 15,455 | $761,622 | $764,558.85 | - | $2,936.85 | 0.39% | +0.631% |
| CGGE Capital Group Global Equity ETF | 10,013 | $352,858 | $350,204.67 | - | -$2,653.33 | -0.75% | +0.967% |
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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 - $2.35M, Astoria U.S. Equity Weighted Quality Kings ETF - $2.16M, iShares Core S&P 500 ETF - $1.6M, Dimensional Core Fixed Income ETF - $1.05M, 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 - $502,632.67, State Street SPDR Portfolio S&P 500 ETF - $188,309.73, Comcast Corp - $87,779, Schwab U.S. Dividend Equity ETF - $85,960.3, and AdvisorShares Pure US 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 $8.35M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $1.08M, iShares Core S&P 500 ETF - $907,708.79, Dimensional International Core Equity Market ETF - $643,053.93, Dimensional Short-Duration Fixed Income ETF - $489,174.89, and SPDR Portfolio Intermediate Term Corporate Bond ETF - $332,107.37. 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.
