Thomas P. Mullooly Portfolio
Invests via Mullooly Asset Management Inc. | Managed by Thomas P. Mullooly, Brendan Mullooly, Timothy Mullooly, Thomas Casey Mullooly
Invests via Mullooly Asset Management Inc.
Managed by Thomas P. Mullooly, Brendan Mullooly, Timothy Mullooly, Thomas Casey Mullooly
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Thomas P. Mullooly Profile
Thomas P. Mullooly has built a prominent career at the intersection of financial advising and capital markets. As a founder of Mullooly Asset Management, he provides strategic direction in guiding families and individuals through their investment journeys. His experience spans various sectors within wealth management, where he emphasizes personalized service tailored to client objectives. A strong advocate for financial literacy, his work encompasses not only managing investments but also educating clients on market dynamics and planning strategies that foster long-term growth.
Thomas P. Mullooly has built a prominent career at the intersection of financial advising and capital markets. As a founder of Mullooly Asset Management, he provides strategic direction in guiding families and individuals through their investment journeys. His experience spans various sectors within wealth management, where he emphasizes personalized service tailored to client objectives. A strong advocate for financial literacy, his work encompasses not only managing investments but also educating clients on market dynamics and planning strategies that foster long-term growth.
Investment Philosophy & Strategy
Drawing from a rich tapestry of financial services experience, Thomas P. Mullooly champions a comprehensive approach to asset management that prioritizes education alongside investment. His philosophy intertwines the importance of personal service with strategic insight, enabling clients to navigate complex market conditions effectively. By focusing on tailored strategies that align with individual aspirations and risk profiles, he fosters enduring relationships based on trust and understanding. This holistic outlook not only cultivates financial acumen among his clientele but also drives sustainable growth in their investment endeavors.
Drawing from a rich tapestry of financial services experience, Thomas P. Mullooly champions a comprehensive approach to asset management that prioritizes education alongside investment. His philosophy intertwines the importance of personal service with strategic insight, enabling clients to navigate complex market conditions effectively. By focusing on tailored strategies that align with individual aspirations and risk profiles, he fosters enduring relationships based on trust and understanding. This holistic outlook not only cultivates financial acumen among his clientele but also drives sustainable growth in their investment endeavors.
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:
15.44%
Gain +0.08%
Monthly
0.89%
Yearly
11.22%
Drawdown
12.59%
$319.5M
Equity
Holdings
$319.5M
Investment
$243.15M
$1.18B
Profit +$1.7M
Realized
$1.1B
Unrealized
$76.35M
Dividends
$31.23M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.08%
Profit
$1.7M
Win %
70%
This Week
Compared To Last Week
Gain
1.98%
Profit
$6.19M
Win %
70%
This Month
Compared to last month
Gain
1.98%
Profit
$6.19M
Win %
70%
This Year
Compared to last year
Gain
-1.66%
Profit
-$5.4M
Win %
71%
NVDA NVIDIA Corporation
+3.44%
+$12,892.88 
SHW The Sherwin-Williams Company
+2.24%
+$25,659.98 
ORLY O'Reilly Automotive Inc.
+1.75%
+$28,641.9 
HD The Home Depot, Inc.
+1.06%
+$15,202.84 
AAPL Apple Inc.
+0.52%
+$8,265.29 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$67,180.01 
SNA Snap-on Inc.
+0.12%
+$835.38 
VOO Vanguard S&P 500 ETF
+0.08%
+$343.29 
SUB iShares Short-Term National Muni Bond ETF
+0.07%
+$3,107.04 
VTEB Vanguard Tax-Exempt Bond ETF
+0.05%
+$1,181.47 
SHY iShares 1-3 Year Treasury Bond ETF
+0.02%
+$312.18 
AMZN Amazon.com Inc
0%
$0 
AVGO Broadcom Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
DHS WisdomTree U.S. High Dividend Fund
0%
$0 
FCNCA First Citizens BancShares, Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
IDU iShares U.S. Utilities ETF
0%
$0 
IEI iShares 3-7 Year Treasury Bond ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
IYW iShares U.S. Technology ETF
-6.12%
-$247,012.37 
PDP Invesco Dorsey Wright Momentum ETF
-4.48%
-$38,547.9 
VOOG Vanguard S&P 500 Growth ETF
-4.41%
-$10,507.5 
MTUM iShares MSCI USA Momentum Factor ETF
-4.39%
-$1.85M 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-4.26%
-$12,313.6 
GOOGL Alphabet Inc
-4.03%
-$55,857.36 
VXF Vanguard Extended Market ETF
-3.95%
-$13,442.76 
FLEX Flex Ltd.
-3.81%
-$9,660 
IJR iShares Core S&P Small-Cap ETF
-3.29%
-$736,761.46 
LITE Lumentum Holdings Inc.
-2.74%
-$7,269.6 
VLUE iShares MSCI USA Value Factor ETF
-2.57%
-$1.18M 
RSP Invesco S&P 500 Equal Weight ETF
-2.37%
-$5,214.79 
AOA iShares Core Aggressive Allocation ETF
-2.27%
-$19,291.5 
LMT Lockheed Martin Corporation
-2.04%
-$14,796 
SOXX iShares Semiconductor ETF
-1.94%
-$15,756.01 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.86%
-$8,745.02 
MRVL Marvell Technology, Inc.
-1.79%
-$3,576.98 
VTV Vanguard Value ETF
-1.75%
-$11,485.6 
MSFT Microsoft Corp.
-1.09%
-$4,199.75 
QQQ Invesco QQQ Trust, Series 1
-0.91%
-$126,244.51 
ORCL Oracle Corporation
-0.7%
-$1,438.27 
IJH iShares Core S&P Mid-Cap ETF
-0.62%
-$200,483.04 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.39%
-$58,570.05 
FDN First Trust Dow Jones Internet Index Fund
-0.25%
-$1,579.75 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$665.29 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$13,683.9 
SPLV Invesco S&P 500 Low Volatility ETF
-0.09%
-$528.25 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.05%
-$436.52 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.04%
-$97.83 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.04%
-$90.56 
VEU Vanguard FTSE All-World ex-US ETF
-0.01%
-$4,289.63 Events
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Dividends
Dividend Analysis
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| Trades 264 | Longs Won 192/264 72% | Profit Factor 1,003.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $39.35M |
| Average Win $6.16M | Best Trade (Jun 30) $489.64M | Sharpe Ratio -13 |
| Average Loss -$16,364.03 | Worst Trade (Aug 06) -$250,719.48 | Z-Score 7.9 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 6d | Expectancy $4.47M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 1.87% | 6.19% | 12.47% | 20.51% | 30.17% | 41.34% | 53.97% | 67.99% | 83.35% |
| Consecutive Losing Trades | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
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Returns
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FAQ
Which stocks have generated the highest profits for Thomas P. Mullooly?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $493.51M, iShares MSCI USA Momentum Factor ETF - $409.24M, iShares MSCI USA Value Factor ETF - $64.12M, Vanguard FTSE All-World ex-US ETF - $56.5M, and VANGUARD TOTAL STOCK MKT ETF - $43.98M. 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: Exxon Mobil Corporation - $39,761.62, First Citizens BancShares, Inc - $25,942, and O'Reilly Automotive Inc - $10,183.32. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas P. Mullooly's portfolio generate?
The portfolio generates substantial dividend income, with a total of $31.23M earned over time. The largest contributors to dividend income include iShares MSCI USA Value Factor ETF - $7.11M, iShares MSCI USA Momentum Factor ETF - $5.29M, Vanguard FTSE All-World ex-US ETF - $4.78M, Invesco QQQ Trust, Series 1 - $3.56M, and iShares Core S&P Small-Cap ETF - $2.89M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas P. Mullooly's monthly returns?
Thomas P. Mullooly'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 Thomas P. Mullooly's strategy be considered aggressive or moderate?
Thomas P. Mullooly'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 Thomas P. Mullooly's strategy?
Thomas P. Mullooly'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.
