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:
15.29%
Gain +0.02%
Monthly
0.79%
Yearly
9.85%
Drawdown
12.59%
$318.26M
Equity
Holdings
$318.26M
Investment
$243.15M
$1.18B
Profit +$466,827.71
Realized
$1.1B
Unrealized
$75.11M
Dividends
$31.92M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$466,827.71
Win %
54%
This Week
Compared To Last Week
Gain
0.15%
Profit
$466,827.71
Win %
54%
This Month
Compared to last month
Gain
0.03%
Profit
$98,410.77
Win %
54%
This Year
Compared to last year
Gain
-2.04%
Profit
-$6.64M
Win %
58%
FLEX Flex Ltd.
+3.63%
+$8,180 
ORCL Oracle Corporation
+3.35%
+$6,560.7 
AVGO Broadcom Inc.
+3.24%
+$7,290.14 
SOXX iShares Semiconductor ETF
+3%
+$25,962.04 
MRVL Marvell Technology, Inc.
+2.57%
+$6,311.25 
NVDA NVIDIA Corporation
+2.47%
+$10,112.41 
LITE Lumentum Holdings Inc.
+2.11%
+$6,873.36 
GOOG Alphabet Inc
+1.96%
+$17,449.23 
GOOGL Alphabet Inc
+1.85%
+$22,955.89 
IYW iShares U.S. Technology ETF
+1.59%
+$67,526.4 
IJR iShares Core S&P Small-Cap ETF
+1.55%
+$315,542.92 
VXF Vanguard Extended Market ETF
+1.41%
+$4,543.15 
IJH iShares Core S&P Mid-Cap ETF
+1.4%
+$423,938.09 
QQQ Invesco QQQ Trust, Series 1
+1.32%
+$189,173.75 
VOOG Vanguard S&P 500 Growth ETF
+1.31%
+$3,152.25 
AMZN Amazon.com Inc
+1.3%
+$5,268.13 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.23%
+$5,326.5 
VEU Vanguard FTSE All-World ex-US ETF
+1.12%
+$396,790.78 
FDN First Trust Dow Jones Internet Index Fund
+1%
+$6,430.25 
PDP Invesco Dorsey Wright Momentum ETF
+1%
+$8,514.98 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.98%
+$276,649.61 
SPY SPDR S&P 500 ETF Trust
+0.91%
+$3,011.04 
VOO Vanguard S&P 500 ETF
+0.88%
+$3,776.09 
AAPL Apple Inc.
+0.8%
+$13,469.23 
IDU iShares U.S. Utilities ETF
+0.78%
+$5,393.73 
SNA Snap-on Inc.
+0.73%
+$4,373.46 
VYM Vanguard High Dividend Yield ETF
+0.68%
+$3,483.9 
MTUM iShares MSCI USA Momentum Factor ETF
+0.66%
+$285,605.31 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.63%
+$1,835.46 
AOA iShares Core Aggressive Allocation ETF
+0.63%
+$5,230.14 
FCNCA First Citizens BancShares, Inc.
+0.62%
+$1,277.83 
DHS WisdomTree U.S. High Dividend Fund
+0.61%
+$2,288.59 
MSFT Microsoft Corp.
+0.59%
+$2,374.63 
RSP Invesco S&P 500 Equal Weight ETF
+0.54%
+$1,118.88 
SHW The Sherwin-Williams Company
+0.51%
+$5,188.96 
SPLV Invesco S&P 500 Low Volatility ETF
+0.42%
+$2,438.1 
VTEB Vanguard Tax-Exempt Bond ETF
+0.38%
+$8,506.62 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.34%
+$2,619.12 
VTV Vanguard Value ETF
+0.31%
+$1,963.1 
VLUE iShares MSCI USA Value Factor ETF
+0.28%
+$132,213.21 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$566.68 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.23%
+$498.08 
SUB iShares Short-Term National Muni Bond ETF
+0.23%
+$9,515.31 
ITA iShares U.S. Aerospace & Defense ETF
+0.23%
+$1,391.77 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.23%
+$505.45 
USMV iShares MSCI USA Min Vol Factor ETF
+0.18%
+$7,365.24 
SDY SPDR S&P Dividend ETF
+0.16%
+$320.4 
HD The Home Depot, Inc.
+0.05%
+$535.64 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.04%
+$5,857.01 
SHV iShares Short Treasury Bond ETF
+0.03%
+$7,463.25 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$804.93 
GILD Gilead Sciences Inc.
-1.89%
-$12,518.34 
MU Micron Technology, Inc.
-1.42%
-$4,690.06 
JNJ Johnson & Johnson
-0.64%
-$2,914.96 
JPM JPMorgan Chase & Co.
-0.36%
-$4,007.89 
LMT Lockheed Martin Corporation
-0.3%
-$1,880.33 
COST Costco Wholesale Corporation
-0.22%
-$608.47 
ORLY O'Reilly Automotive Inc.
-0.17%
-$2,490.58 
IEI iShares 3-7 Year Treasury Bond ETF
-0.05%
-$102.85 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$234.1 Events
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Dividends
Dividend Analysis
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| Trades 264 | Longs Won 162/264 61% | Profit Factor 385.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $39.36M |
| Average Win $7.3M | Best Trade (Jun 30) $489.64M | Sharpe Ratio -13 |
| Average Loss -$30,083.36 | Worst Trade (Oct 05) -$751,525.31 | Z-Score 0.04 (3.3%) |
| Commissions $0 | Avg. Trade Length 10m 4d | Expectancy $4.47M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 1.91% | 6.28% | 12.61% | 20.68% | 30.36% | 41.54% | 54.15% | 68.13% | 83.43% |
| Consecutive Losing Trades | 10,526 | 9,474 | 8,421 | 7,368 | 6,316 | 5,263 | 4,211 | 3,158 | 2,105 | 1,053 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,102 | $1.21M | $1.7M | - | $492,354.21 | 40.81% | +0.799% |
| AGG iShares Core U.S. Aggregate Bond ETF | 160,987 | $15.95M | $15.2M | - | -$748,807.14 | -4.69% | +0.005% |
| AMZN Amazon.com Inc | 1,631 | $320,454.03 | $410,131.26 | - | $89,677.23 | 27.98% | +1.301% |
| AOA iShares Core Aggressive Allocation ETF | 8,574 | $664,036.67 | $838,708.68 | - | $174,672.01 | 26.3% | +0.628% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 3,261 | $209,984.14 | $223,981.78 | - | $13,997.64 | 6.67% | +0.226% |
| AVGO Broadcom Inc. | 655 | $216,092 | $232,374.35 | - | $16,282.35 | 7.53% | +3.239% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 167,343 | $15.49M | $14.52M | - | -$966,279.82 | -6.24% | +0.04% |
| BRK-B Berkshire Hathaway Inc. | 457 | $243,389 | $229,295.18 | - | -$14,093.82 | -5.79% | +0.248% |
| COST Costco Wholesale Corporation | 299 | $282,794.78 | $272,958.59 | - | -$9,836.19 | -3.48% | -0.222% |
| DHS WisdomTree U.S. High Dividend Fund | 3,341 | $331,894 | $376,580.81 | - | $44,686.81 | 13.46% | +0.611% |
| FCNCA First Citizens BancShares, Inc. | 100 | $208,079 | $208,627.83 | - | $548.83 | 0.26% | +0.616% |
| FDN First Trust Dow Jones Internet Index Fund | 2,225 | $494,284 | $650,189.5 | - | $155,905.5 | 31.54% | +0.999% |
| FLEX Flex Ltd. | 2,000 | $324,140 | $233,740 | - | -$90,400 | -27.89% | +3.627% |
| GILD Gilead Sciences Inc. | 4,503 | $505,529.65 | $651,674.16 | - | $146,144.51 | 28.91% | -1.885% |
| GOOG Alphabet Inc | 2,664 | $416,960.82 | $909,702.72 | - | $492,741.9 | 118.17% | +1.956% |
| GOOGL Alphabet Inc | 3,670 | $568,521.92 | $1.26M | - | $695,774.73 | 122.38% | +1.849% |
| HD The Home Depot, Inc. | 4,120 | $1.51M | $1.16M | - | -$345,336.15 | -22.88% | +0.046% |
| IDU iShares U.S. Utilities ETF | 6,871 | $697,364.1 | $701,426.03 | - | $4,061.93 | 0.58% | +0.775% |
| IEI iShares 3-7 Year Treasury Bond ETF | 1,870 | $219,732 | $211,955.15 | - | -$7,776.85 | -3.54% | -0.049% |
| IJH iShares Core S&P Mid-Cap ETF | 417,673 | $24.56M | $30.79M | - | $6.22M | 25.34% | +1.396% |
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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 - $56.59M, and VANGUARD TOTAL STOCK MKT ETF - $44.05M. 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: Exxon Mobil Corporation - $39,761.62, First Citizens BancShares, Inc - $25,732, 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 $31.92M 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 - $4.86M, Invesco QQQ Trust, Series 1 - $3.56M, and iShares Core S&P Small-Cap ETF - $2.96M. 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.
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