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:
64.59%
Gain +0.71%
Monthly
0.99%
Yearly
12.53%
Drawdown
21.51%
$598.89M
Equity
Holdings
$598.89M
Investment
$395.87M
$296.22M
Profit +$2.87M
Realized
$93.19M
Unrealized
$203.02M
Dividends
$57.75M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.71%
Profit
$2.87M
Win %
82%
This Week
Compared To Last Week
Gain
0.4%
Profit
$2.39M
Win %
82%
This Month
Compared to last month
Gain
2.3%
Profit
$13.46M
Win %
82%
This Year
Compared to last year
Gain
11.41%
Profit
$61.34M
Win %
82%
AMZN Amazon.com Inc
+15.32%
+$591,639.68 
GOOG Alphabet Inc
+6.88%
+$230,366.13 
GOOGL Alphabet Inc
+6.73%
+$385,495.32 
TT Trane Technologies plc
+3.33%
+$8,127.19 
META Meta Platforms Inc Class A
+3.28%
+$33,839.5 
MSFT Microsoft Corp.
+3.02%
+$118,575.63 
NVDA NVIDIA Corporation
+2.93%
+$97,801 
CVX Chevron Corporation
+2.35%
+$16,046 
CSCO Cisco Systems, Inc.
+2.14%
+$18,924.84 
HUBS HubSpot, Inc.
+1.83%
+$2,287.61 
ORCL Oracle Corporation
+1.81%
+$5,830.44 
CSW CSW Industrials Inc.
+1.76%
+$15,566.95 
ADT ADT Inc.
+1.73%
+$1,550.51 
VZ Verizon Communications Inc.
+1.52%
+$11,837 
LMT Lockheed Martin Corporation
+1.5%
+$5,678.54 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$5,208.73 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$11,554.56 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
+1.43%
+$9,419.56 
GE General Electric Company
+1.42%
+$9,114.36 
TBT ProShares UltraShort 20+ Year Treasury
+1.34%
+$84,352.98 
QLD ProShares Ultra QQQ
+1.2%
+$176,726.88 
VUG Vanguard Growth ETF
+1.1%
+$6,629.04 
ADBE Adobe Inc.
+1.01%
+$2,078.29 
XLE Energy Select Sector SPDR Fund
+1%
+$4,335.32 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$12,415.2 
IBM International Business Machines Corporation
+0.86%
+$6,562.69 
XCEM Columbia EM Core ex-China ETF
+0.85%
+$39,522.8 
MCD McDonald's Corporation
+0.82%
+$1,676.41 
TSLA Tesla, Inc.
+0.76%
+$5,564.83 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$273,831.35 
VOO Vanguard S&P 500 ETF
+0.71%
+$34,608.34 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.71%
+$9,796.26 
CAT Caterpillar Inc.
+0.7%
+$7,869.95 
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
+0.69%
+$1,691.59 
IVV iShares Core S&P 500 ETF
+0.69%
+$29,204.48 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$8,416.77 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$11,413.24 
PLTR Palantir Technologies Inc.
+0.65%
+$2,683.19 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$80,519.4 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$139,717.45 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$38,840.58 
EXPE Expedia Group, Inc.
+0.62%
+$1,737.6 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$166,733.11 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$7,080.91 
MCHI iShares MSCI China ETF
+0.54%
+$948 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$9,341.1 
HON Honeywell International Inc.
+0.47%
+$673.11 
PAYX Paychex Inc.
+0.44%
+$1,431.57 
PFE Pfizer Inc.
+0.4%
+$901.9 
RTX RTX Corporation
+0.39%
+$1,353.24 
VLO Valero Energy Corporation
+0.38%
+$3,712.8 
AVGO Broadcom Inc.
+0.37%
+$2,407.68 
PG Procter & Gamble Co
+0.37%
+$3,376.63 
BAC Bank of America Corporation
+0.36%
+$958.32 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$10,867.68 
GD General Dynamics Corporation
+0.32%
+$3,182.98 
MRK Merck & Co., Inc.
+0.32%
+$4,644.18 
JPM JPMorgan Chase & Co.
+0.27%
+$4,282.64 
VT Vanguard Total World Stock ETF
+0.26%
+$1,621.14 
SO The Southern Company
+0.21%
+$1,613.8 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$6,439.96 
JNJ Johnson & Johnson
+0.21%
+$5,090.65 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$35,896.08 
T AT&T Inc.
+0.17%
+$403.08 
MS Morgan Stanley
+0.17%
+$573.84 
VRP Invesco Variable Rate Preferred ETF
+0.17%
+$5,132.76 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$3,710.52 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$409.56 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$448.9 
WM Waste Management, Inc.
+0.1%
+$236.5 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.1%
+$2,607.81 
WMT Walmart Inc.
+0.09%
+$570.61 
ABT Abbott Laboratories
+0.09%
+$890.28 
SOXX iShares Semiconductor ETF
+0.07%
+$5,145.62 
CAC Camden National Corporation
+0.07%
+$282.68 
HDV iShares Core High Dividend ETF
+0.04%
+$574.3 
DIS The Walt Disney Company
+0.03%
+$97.29 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$5,162.18 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.5M 
EIX Edison International
-6.81%
-$21,348.88 
LIN Linde plc
-5.95%
-$13,011.8 
MU Micron Technology, Inc.
-5.9%
-$59,993.99 
MSTR Strategy Inc.
-4.56%
-$3,505.56 
SHOP Shopify Inc.
-4.29%
-$11,707.5 
QCOM QUALCOMM Incorporated
-2.63%
-$10,657.32 
ABBV AbbVie Inc.
-2.51%
-$30,124.32 
PCG PG&E Corporation
-2.25%
-$4,598.8 
LEG Leggett & Platt, Inc.
-2.2%
-$39,153.18 
BA Boeing Company
-2.15%
-$6,126.11 
AWK American Water Works Company, Inc.
-1.93%
-$32,297.76 
IBB iShares Biotechnology ETF
-1.87%
-$9,166.13 
SNOW Snowflake Inc.
-1.62%
-$5,379.13 
GLD SPDR Gold Shares
-1.49%
-$308,323.89 
WTRG Essential Utilities Inc.
-1.24%
-$22,659 
NEE NextEra Energy, Inc.
-1.15%
-$5,374.21 
TXN Texas Instruments Inc
-1.08%
-$5,892.06 
HTO SJW Group
-1.03%
-$23,192.32 
INTC Intel Corporation
-1.02%
-$8,939.16 
KO The Coca-Cola Company
-1.02%
-$6,453 
XOM Exxon Mobil Corporation
-0.97%
-$14,856.3 
KEX Kirby Corporation
-0.91%
-$7,533.6 
PGR Progressive Corporation
-0.87%
-$2,040.42 
KMB Kimberly-Clark Corporation
-0.8%
-$1,944.8 
CWT California Water Service Group
-0.77%
-$14,094.6 
SPGI S&P Global Inc.
-0.74%
-$6,508.42 
GME Gamestop Corp.
-0.73%
-$7,464 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$4,293.72 
VPU Vanguard Utilities ETF
-0.71%
-$30,689.76 
SH ProShares Short S&P500
-0.69%
-$61,430.01 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$7,278.21 
DUK Duke Energy Corporation
-0.67%
-$7,653.24 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$60,959.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$40,681.91 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
-0.65%
-$4,777.91 
IHF iShares U.S. Healthcare Providers ETF
-0.65%
-$3,679.65 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.65%
-$45,411.09 
AMGN Amgen Inc.
-0.64%
-$3,650.57 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$73,006.92 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$10,124.1 
FREL Fidelity MSCI Real Estate Index ETF
-0.63%
-$11,840.48 
EFA iShares MSCI EAFE ETF
-0.62%
-$17,179.14 
SCHF Schwab International Equity ETF
-0.58%
-$56,443.2 
ICF iShares Cohen & Steers Realty Majors ETF
-0.55%
-$14,582.12 
VNQ Vanguard Real Estate ETF
-0.54%
-$39,374.1 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$6,410.52 
LLY Eli Lilly and Company
-0.53%
-$24,691.64 
IWM iShares Russell 2000 ETF
-0.47%
-$3,588.95 
DFIV Dimensional International Value ETF
-0.47%
-$3,987.09 
JIVE JPMorgan International Value ETF
-0.46%
-$5,353.48 
KBWP Invesco KBW Property & Casualty Fund
-0.46%
-$14,248.01 
PEP PepsiCo, Inc.
-0.46%
-$1,542.4 
TRV The Travelers Companies, Inc.
-0.43%
-$3,168.72 
HD The Home Depot, Inc.
-0.42%
-$3,245.7 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$76,891.36 
VGT Vanguard Information Technology ETF
-0.38%
-$1,358.8 
AXP American Express Company
-0.38%
-$999.48 
AWR American States Water Co.
-0.37%
-$7,575.36 
IMTB iShares Core 5-10 Year USD Bond ETF
-0.37%
-$40,915.84 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,509.44 
ABNB Airbnb, Inc.
-0.37%
-$1,140.16 
IGOV iShares International Treasury Bond ETF
-0.34%
-$719.33 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$32,139.3 
CL Colgate-Palmolive Company
-0.33%
-$1,075.2 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$944.79 
SDY SPDR S&P Dividend ETF
-0.28%
-$27,708.56 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$26,454.32 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.28%
-$556.44 
VTV Vanguard Value ETF
-0.27%
-$6,112.3 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$49,364.19 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$34,471.25 
COST Costco Wholesale Corporation
-0.24%
-$6,367.96 
BNDX Vanguard Total International Bond ETF
-0.23%
-$4,971.01 
VB Vanguard Small-Cap ETF
-0.22%
-$34,661.49 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$4,429.1 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,342.07 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$504.79 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.2%
-$2,652.56 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.2%
-$669.31 
BGRN iShares USD Green Bond ETF
-0.14%
-$388.61 
SPIP SPDR Portfolio TIPS ETF
-0.12%
-$592.05 
GNMA iShares GNMA Bond ETF
-0.12%
-$483.95 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$2,286.66 
IFLN Invesco Bloomberg Enhanced Fallen Angels ETF
-0.11%
-$298.9 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$2,562.64 
XLF Financial Select Sector SPDR Fund
-0.1%
-$236.16 
TIP iShares TIPS Bond ETF
-0.1%
-$603.79 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$427.95 
VO Vanguard Mid-Cap ETF
-0.05%
-$8,061.76 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.04%
-$4,138.56 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$175.62 
V Visa Inc. Class A
-0.04%
-$249.32 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$696.15 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$72.15 Events
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Dividends
Dividend Analysis
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| Trades 3806 | Longs Won 2720/3806 71% | Profit Factor 5.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $555,112.86 |
| Average Win $131,334.13 | Best Trade (Mar 30) $18.64M | Sharpe Ratio -10.41 |
| Average Loss -$56,181.55 | Worst Trade (Aug 19) -$4.51M | Z-Score 6.41 (100%) |
| Commissions $0 | Avg. Trade Length 2y 4m 2w 6d | Expectancy $77,828.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,638 | 9,574 | 8,511 | 7,447 | 6,383 | 5,319 | 4,255 | 3,191 | 2,128 | 1,064 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 61,283 | $4.93M | $18.93M | - | $14.01M | 284.37% | -7.354% |
| ABBV AbbVie Inc. | 4,656 | $468,809.59 | $1.17M | - | $699,567.05 | 149.22% | -2.513% |
| ABNB Airbnb, Inc. | 2,036 | $247,211.12 | $308,494.72 | - | $61,283.6 | 24.79% | -0.368% |
| ABT Abbott Laboratories | 9,892 | $766,698.22 | $1.05M | - | $278,886.18 | 36.37% | +0.085% |
| ADBE Adobe Inc. | 828 | $292,077 | $207,339.48 | - | -$84,737.52 | -29.01% | +1.013% |
| ADT ADT Inc. | 11,927 | $103,884.17 | $91,122.28 | - | -$12,761.89 | -12.28% | +1.731% |
| AGG iShares Core U.S. Aggregate Bond ETF | 137,885 | $13.68M | $13.43M | - | -$257,502.87 | -1.88% | -0.256% |
| AMGN Amgen Inc. | 1,472 | $344,540.7 | $566,955.52 | - | $222,414.82 | 64.55% | -0.64% |
| AMZN Amazon.com Inc | 16,398 | $2.62M | $4.45M | - | $1.83M | 69.67% | +15.321% |
| AVGO Broadcom Inc. | 1,672 | $411,481.96 | $650,876.16 | - | $239,394.2 | 58.18% | +0.371% |
| AWK American Water Works Company, Inc. | 12,234 | $1.78M | $1.64M | - | -$137,614.97 | -7.74% | -1.93% |
| AWR American States Water Co. | 23,673 | $1.86M | $2.03M | - | $170,444.4 | 9.18% | -0.372% |
| AXP American Express Company | 787 | $159,120.31 | $264,628.75 | - | $105,508.44 | 66.31% | -0.376% |
| BA Boeing Company | 1,287 | $232,512.41 | $278,172.18 | - | $45,659.77 | 19.64% | -2.155% |
| BAC Bank of America Corporation | 4,356 | $224,726.04 | $269,854.2 | - | $45,128.16 | 20.08% | +0.356% |
| BGRN iShares USD Green Bond ETF | 5,888 | $284,038.06 | $275,852.8 | - | -$8,185.26 | -2.88% | -0.141% |
| BNDX Vanguard Total International Bond ETF | 45,191 | $2.44M | $2.16M | - | -$277,161.23 | -11.38% | -0.23% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 107,131 | $9.87M | $9.69M | - | -$175,059.24 | -1.77% | -0.33% |
| BRK-A Berkshire Hathaway Inc. | 4 | $3.19M | $3.07M | - | -$127,366.4 | -3.99% | +0.21% |
| CAC Camden National Corporation | 7,067 | $265,958.09 | $409,108.63 | - | $143,150.54 | 53.82% | +0.069% |
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FAQ
Which stocks have generated the highest profits for Jason Skolnick?
The largest contributions to the portfolio's profits come from the following stocks: iShares Semiconductor ETF - $21.03M, Berkshire Hathaway Inc - $18.64M, Schwab U.S. Broad Market ETF - $11.48M, ProShares Ultra QQQ - $7.17M, and Vanguard Utilities ETF - $5.31M. 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: ProShares UltraShort Bloomberg Crude Oil - $10.13M, iShares 20+ Year Treasury Bond ETF - $3.91M, abrdn Physical Palladium Shares ETF - $2.32M, United States Oil Fund, LP - $464,882.08, and Berkshire Hathaway Inc - $391,966.62. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jason Skolnick's portfolio generate?
The portfolio generates substantial dividend income, with a total of $57.75M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $3.22M, iShares 20+ Year Treasury Bond ETF - $2.77M, ProShares Short S&P500 - $2.3M, Vanguard Utilities ETF - $2.21M, and Vanguard Real Estate ETF - $2.15M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jason Skolnick's monthly returns?
Jason Skolnick'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 Jason Skolnick's strategy be considered aggressive or moderate?
Jason Skolnick's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jason Skolnick's strategy?
Jason Skolnick's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
