JS
Jason Skolnick Portfolio
Invests via FIRST NATIONAL Corp. /MA/ /ADV | Managed by Jason Skolnick
Invests via FIRST NATIONAL Corp. /MA/ /ADV
Managed by Jason Skolnick
Automatically Tracked
Jason Skolnick Profile
With a robust background in finance and entrepreneurship, Jason Skolnick has established himself as an influential figure in private equity and corporate development. His career encompasses leadership roles where he focused on growth-oriented initiatives within various sectors. Renowned for his hands-on approach, he effectively identifies opportunities that drive value creation through strategic acquisitions and operational enhancements. In addition to his investment pursuits, Skolnick is known for mentoring emerging entrepreneurs, sharing insights from years of market experience to foster new ventures. His reputation extends across financial circles as a result-oriented leader capable of navigating complex market dynamics.
With a robust background in finance and entrepreneurship, Jason Skolnick has established himself as an influential figure in private equity and corporate development. His career encompasses leadership roles where he focused on growth-oriented initiatives within various sectors. Renowned for his hands-on approach, he effectively identifies opportunities that drive value creation through strategic acquisitions and operational enhancements. In addition to his investment pursuits, Skolnick is known for mentoring emerging entrepreneurs, sharing insights from years of market experience to foster new ventures. His reputation extends across financial circles as a result-oriented leader capable of navigating complex market dynamics.
Investment Philosophy & Strategy
Leveraging his extensive entrepreneurial expertise, Jason Skolnick strategically focuses on identifying transformative opportunities in the private equity landscape. His keen ability to navigate complex market dynamics facilitates value creation through targeted investments and operational improvements. By championing growth-centric strategies, he enhances organizational capacities across various sectors while maintaining a commitment to mentorship for aspiring entrepreneurs. Skolnick's adeptness at cultivating partnerships allows him to capitalize on synergistic acquisitions, fostering an environment that encourages innovation and long-term sustainability.
Leveraging his extensive entrepreneurial expertise, Jason Skolnick strategically focuses on identifying transformative opportunities in the private equity landscape. His keen ability to navigate complex market dynamics facilitates value creation through targeted investments and operational improvements. By championing growth-centric strategies, he enhances organizational capacities across various sectors while maintaining a commitment to mentorship for aspiring entrepreneurs. Skolnick's adeptness at cultivating partnerships allows him to capitalize on synergistic acquisitions, fostering an environment that encourages innovation and long-term sustainability.
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:
-8.34%
Gain
Monthly
0.38%
Yearly
4.62%
Drawdown
43.54%
$585.16M
Equity
Holdings
$585.16M
Investment
$385.75M
$293.49M
Profit +$1.79M
Realized
$94.08M
Unrealized
$199.41M
Dividends
$55.69M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
$1.79M
Win %
82%
This Week
Compared To Last Week
Gain
0.31%
Profit
$1.79M
Win %
82%
This Month
Compared to last month
Gain
1.01%
Profit
$5.85M
Win %
82%
This Year
Compared to last year
Gain
10.49%
Profit
$55.54M
Win %
82%
CHEV Charging Robotics Inc.
+658.16%
+$2,920.59 
FB ProShares S&P 500 Dynamic Buffer ETF
+238.5%
+$967.48 
CSWI CSW Industrials Inc.
+227.86%
+$493.4 
LEGT Legato Merger Corp III
+49.9%
+$888,065.31 
SPGI S&P Global Inc.
+5.99%
+$52,660.8 
AAPL Apple Inc.
+4.84%
+$873,282.75 
LMT Lockheed Martin Corporation
+4.62%
+$15,851.19 
MCD McDonald's Corporation
+4.16%
+$8,534.41 
ADBE Adobe Inc.
+4.14%
+$7,236.72 
DIS The Walt Disney Company
+3.96%
+$12,290.97 
RTX RTX Corporation
+3.9%
+$12,034.17 
AWK American Water Works Company, Inc.
+3.85%
+$62,026.5 
HON Honeywell International Inc.
+3.66%
+$4,788.52 
BA Boeing Company
+3.62%
+$10,180.18 
JNJ Johnson & Johnson
+3.57%
+$87,021.39 
WTRG Essential Utilities Inc.
+3.55%
+$61,179.35 
AMGN Amgen Inc.
+3.55%
+$18,871.04 
PAYX Paychex Inc.
+3.54%
+$10,217.48 
KO The Coca-Cola Company
+3.51%
+$20,434.5 
ABT Abbott Laboratories
+3.49%
+$31,852.24 
MRK Merck & Co., Inc.
+3.34%
+$47,460.13 
V Visa Inc. Class A
+3.15%
+$19,680.07 
KBWP Invesco KBW Property & Casualty Fund
+3.08%
+$91,830.01 
PGR Progressive Corporation
+3.07%
+$7,591.24 
DUK Duke Energy Corporation
+3.04%
+$34,895.22 
SO The Southern Company
+3.01%
+$23,077.34 
GD General Dynamics Corporation
+2.94%
+$27,864.17 
KMB Kimberly-Clark Corporation
+2.94%
+$7,248.8 
EIX Edison International
+2.94%
+$8,603.28 
IBB iShares Biotechnology ETF
+2.94%
+$14,407.56 
COST Costco Wholesale Corporation
+2.92%
+$75,411 
PCG PG&E Corporation
+2.9%
+$5,518.55 
WM Waste Management, Inc.
+2.82%
+$6,793.99 
WMT Walmart Inc.
+2.77%
+$17,232.12 
HTO SJW Group
+2.77%
+$60,879.84 
PG Procter & Gamble Co
+2.7%
+$25,356.64 
CL Colgate-Palmolive Company
+2.56%
+$8,494.08 
LIN Linde plc
+2.45%
+$5,628.71 
CWT California Water Service Group
+2.43%
+$43,006.56 
AWR American States Water Co.
+2.38%
+$46,635.81 
HUBS HubSpot, Inc.
+2.34%
+$2,362.8 
HDV iShares Core High Dividend ETF
+2.3%
+$36,180.96 
TRV The Travelers Companies, Inc.
+2.3%
+$14,949.36 
NEE NextEra Energy, Inc.
+2.28%
+$10,482.37 
PEP PepsiCo, Inc.
+2.17%
+$7,374.6 
VPU Vanguard Utilities ETF
+2.15%
+$93,874.33 
GLD SPDR Gold Shares
+2.03%
+$413,110.31 
HD The Home Depot, Inc.
+2.01%
+$16,485.08 
ITA iShares U.S. Aerospace & Defense ETF
+1.89%
+$117,029.46 
LLY Eli Lilly and Company
+1.86%
+$89,300.92 
PFE Pfizer Inc.
+1.84%
+$3,968.36 
SDY SPDR S&P Dividend ETF
+1.74%
+$167,511.19 
SCHD Schwab U.S. Dividend Equity ETF
+1.7%
+$323,064.72 
ADT ADT Inc.
+1.64%
+$1,311.97 
DFIV Dimensional International Value ETF
+1.63%
+$12,994.96 
MSFT Microsoft Corp.
+1.62%
+$54,064.17 
EXPE Expedia Group, Inc.
+1.57%
+$3,983.99 
DGRO iShares Core Dividend Growth ETF
+1.52%
+$139,487.92 
VZ Verizon Communications Inc.
+1.36%
+$9,638.7 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
+1.32%
+$9,436.08 
BRK-A Berkshire Hathaway Inc.
+1.28%
+$38,360.05 
IEFA iShares Core MSCI EAFE ETF
+1.27%
+$19,605.37 
VNQ Vanguard Real Estate ETF
+1.24%
+$87,497.78 
DFAI Dimensional International Core Equity Market ETF
+1.19%
+$132,493.06 
FREL Fidelity MSCI Real Estate Index ETF
+1.19%
+$21,811.3 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+1.15%
+$542.34 
IBM International Business Machines Corporation
+1.14%
+$11,235.69 
AXP American Express Company
+1.14%
+$3,116.51 
JIVE JPMorgan International Value ETF
+1.13%
+$12,532.01 
ICF iShares Cohen & Steers Realty Majors ETF
+1.12%
+$29,164.24 
ABNB Airbnb, Inc.
+1.1%
+$3,298.3 
VOOV Vanguard S&P 500 Value ETF
+1.09%
+$2,566.86 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+1.06%
+$71,466.24 
MS Morgan Stanley
+0.98%
+$3,299.56 
VIG Vanguard Dividend Appreciation ETF
+0.91%
+$3,663.34 
EFA iShares MSCI EAFE ETF
+0.89%
+$23,946.68 
GME Gamestop Corp.
+0.8%
+$8,397 
XLE Energy Select Sector SPDR Fund
+0.78%
+$3,012.68 
VUG Vanguard Growth ETF
+0.77%
+$4,633.2 
VDE Vanguard Energy ETF
+0.74%
+$11,499.6 
IHF iShares U.S. Healthcare Providers ETF
+0.72%
+$4,077.45 
GE General Electric Company
+0.69%
+$4,674.94 
BAC Bank of America Corporation
+0.63%
+$1,611.72 
SCHF Schwab International Equity ETF
+0.62%
+$59,970.9 
XOM Exxon Mobil Corporation
+0.59%
+$7,865.06 
FNDC Schwab Fundamental International Small Company Index ETF
+0.56%
+$3,220.29 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.51%
+$14,842.08 
T AT&T Inc.
+0.49%
+$1,007.7 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.43%
+$11,300.51 
AMZN Amazon.com Inc
+0.4%
+$15,906.06 
IGOV iShares International Treasury Bond ETF
+0.34%
+$719.33 
VEU Vanguard FTSE All-World ex-US ETF
+0.31%
+$1,938.56 
XLI Industrial Select Sector SPDR Fund
+0.3%
+$2,164.8 
VRP Invesco Variable Rate Preferred ETF
+0.29%
+$8,982.33 
SPIP SPDR Portfolio TIPS ETF
+0.24%
+$1,184.1 
CGXU Capital Group International Focus Equity ETF
+0.23%
+$2,849.16 
SH ProShares Short S&P500
+0.21%
+$18,696.36 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.2%
+$2,652.59 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.2%
+$3,986.19 
SCHP Schwab U.S. TIPS ETF
+0.19%
+$3,811.1 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.17%
+$17,140.96 
IMTB iShares Core 5-10 Year USD Bond ETF
+0.16%
+$18,156.4 
GNMA iShares GNMA Bond ETF
+0.16%
+$677.54 
TIP iShares TIPS Bond ETF
+0.15%
+$878.24 
BGRN iShares USD Green Bond ETF
+0.14%
+$394.5 
VO Vanguard Mid-Cap ETF
+0.14%
+$22,169.84 
JPM JPMorgan Chase & Co.
+0.12%
+$1,822.37 
VTEB Vanguard Tax-Exempt Bond ETF
+0.12%
+$513.54 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$15,794.79 
IFLN Invesco Bloomberg Enhanced Fallen Angels ETF
+0.11%
+$298.9 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.08%
+$351.24 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.07%
+$7,242.48 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
+0.07%
+$139.1 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.05%
+$845.42 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.04%
+$134.94 
SCHX Schwab U.S. Large-Cap ETF
+0.03%
+$7,353.55 
PFF iShares Preferred and Income Securities ETF
+0.03%
+$136.52 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$72.16 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$5,162.18 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.02%
+$227.82 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
PALOU Paloma Acquisition Corp I Unit
0%
$0 
SNOW
0%
$0 
SPTL SPDR Portfolio Long Term Treasury ETF
0%
$0 
TSLA Tesla, Inc.
-7.49%
-$75,102.25 
SOXX iShares Semiconductor ETF
-5.6%
-$480,387.49 
MU Micron Technology, Inc.
-5.5%
-$65,908.67 
INTC Intel Corporation
-5.25%
-$64,112.01 
CSCO Cisco Systems, Inc.
-3.69%
-$33,644.18 
QLD ProShares Ultra QQQ
-3.5%
-$587,304.48 
AIA iShares Asia 50 ETF
-3.36%
-$21,743.52 
QCOM QUALCOMM Incorporated
-3.12%
-$15,144.57 
CAT Caterpillar Inc.
-2.81%
-$38,697.36 
AVGO Broadcom Inc.
-2.41%
-$14,864.06 
VGT Vanguard Information Technology ETF
-2.2%
-$8,152.8 
CAC Camden National Corporation
-2.17%
-$8,551.07 
SCHA Schwab U.S. Small-Cap ETF
-1.97%
-$414,030.4 
TXN Texas Instruments Inc
-1.79%
-$10,398.86 
SHOP Shopify Inc.
-1.78%
-$4,839.1 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$227,956.95 
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
-1.59%
-$4,101.87 
ORCL Oracle Corporation
-1.56%
-$5,628.52 
NVDA NVIDIA Corporation
-1.39%
-$47,102 
CWB SPDR Bloomberg Convertible Securities ETF
-1.39%
-$44,376.36 
TT Trane Technologies plc
-1.33%
-$3,573.29 
MCHI iShares MSCI China ETF
-1.2%
-$1,959.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.07%
-$8,846.46 
SCHM Schwab U.S. Mid-Cap ETF
-1.07%
-$213,911.49 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.05%
-$3,867.56 
XCEM Columbia EM Core ex-China ETF
-1%
-$50,391.57 
NUSC Nuveen ESG Small-Cap ETF
-0.96%
-$4,489 
KEX Kirby Corporation
-0.86%
-$7,094.14 
IJR iShares Core S&P Small-Cap ETF
-0.72%
-$18,452.31 
VLO Valero Energy Corporation
-0.62%
-$5,241.57 
IWM iShares Russell 2000 ETF
-0.58%
-$4,492.73 
GOOG Alphabet Inc
-0.48%
-$17,149.79 
IJH iShares Core S&P Mid-Cap ETF
-0.46%
-$11,211.68 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.41%
-$1,432.3 
VB Vanguard Small-Cap ETF
-0.39%
-$61,447.76 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
-0.39%
-$2,573.34 
GOOGL Alphabet Inc
-0.36%
-$22,302.63 
ESGV Vanguard ESG U.S. Stock ETF
-0.3%
-$3,782.89 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.15%
-$11,960.08 
SCHB Schwab U.S. Broad Market ETF
-0.14%
-$39,231.32 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.14%
-$2,455.55 
SPY SPDR S&P 500 ETF Trust
-0.13%
-$50,252.39 
VOO Vanguard S&P 500 ETF
-0.09%
-$4,414.95 
IWV ISHARES RUSSELL 3000 ETF
-0.07%
-$928.58 
BNDX Vanguard Total International Bond ETF
-0.06%
-$1,474.35 
TBT ProShares UltraShort 20+ Year Treasury
-0.03%
-$1,653.98 
TLT iShares 20+ Year Treasury Bond ETF
-0.01%
-$1,108.35 Events
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Dividends
Dividend Analysis
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| Trades 3811 | Longs Won 2566/3811 67% | Profit Factor 6.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $540,320 |
| Average Win $133,772.84 | Best Trade (Mar 30) $18.64M | Sharpe Ratio -18.45 |
| Average Loss -$39,979.44 | Worst Trade (Mar 31) -$3.28M | Z-Score -1.29 (80.51%) |
| Commissions $0 | Avg. Trade Length 2y 4m 1d | Expectancy $77,010.41 |
| 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 | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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