TAB
Thomas A. Burke Portfolio
Invests via Syntegra Private Wealth Group LLC | Managed by Thomas A. Burke
Invests via Syntegra Private Wealth Group LLC
Managed by Thomas A. Burke
Automatically Tracked
Thomas A. Burke Profile
A seasoned operating executive, Thomas A. Burke has significantly influenced the technology and telecommunications sectors through his strategic leadership. He holds a robust background in driving operational efficiencies and fostering innovation within complex organizations. Over the years, he has held pivotal roles at major corporations where he championed initiatives that integrated cutting-edge technologies to streamline processes and enhance customer engagement. His expertise extends to navigating market transitions while ensuring sustained organizational growth, positioning him as a vital asset in competitive landscapes. Recognized for his ability to cultivate high-performing teams, Thomas is committed to advancing technological advancements that address evolving market demands.
A seasoned operating executive, Thomas A. Burke has significantly influenced the technology and telecommunications sectors through his strategic leadership. He holds a robust background in driving operational efficiencies and fostering innovation within complex organizations. Over the years, he has held pivotal roles at major corporations where he championed initiatives that integrated cutting-edge technologies to streamline processes and enhance customer engagement. His expertise extends to navigating market transitions while ensuring sustained organizational growth, positioning him as a vital asset in competitive landscapes. Recognized for his ability to cultivate high-performing teams, Thomas is committed to advancing technological advancements that address evolving market demands.
Investment Philosophy & Strategy
Strategic thinking and a focus on operational excellence drive Thomas A. Burke's investment approach, particularly within the technology sector. His extensive experience as an executive in both established and emerging companies informs his ability to identify opportunities for innovation that can reshape industry landscapes. Emphasizing transformative investments, he seeks ventures poised for scalable growth through strategic adoption of new technologies and refined business models. The commitment to nurturing teams capable of executing complex strategies ensures not only competitive advantage but also sustained value creation over time.
Strategic thinking and a focus on operational excellence drive Thomas A. Burke's investment approach, particularly within the technology sector. His extensive experience as an executive in both established and emerging companies informs his ability to identify opportunities for innovation that can reshape industry landscapes. Emphasizing transformative investments, he seeks ventures poised for scalable growth through strategic adoption of new technologies and refined business models. The commitment to nurturing teams capable of executing complex strategies ensures not only competitive advantage but also sustained value creation over time.
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:
50.28%
Gain +1.09%
Monthly
1.25%
Yearly
16.08%
Drawdown
19.18%
$1.28B
Equity
Holdings
$1.28B
Investment
$1B
$351.52M
Profit +$9.37M
Realized
$80.49M
Unrealized
$271.03M
Dividends
$62.39M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.09%
Profit
$9.37M
Win %
70%
This Week
Compared To Last Week
Gain
-0.66%
Profit
-$8.45M
Win %
70%
This Month
Compared to last month
Gain
-1.23%
Profit
-$15.88M
Win %
70%
This Year
Compared to last year
Gain
-1.22%
Profit
-$15.78M
Win %
72%
AMAT Applied Materials, Inc.
+6.9%
+$13,738.71 
MU Micron Technology, Inc.
+6.31%
+$27,835.8 
NOK Nokia Corporation Sponsored ADR
+5.61%
+$5,999.73 
INTC Intel Corporation
+5.18%
+$32,745.3 
AMD Advanced Micro Devices, Inc.
+4.43%
+$64,208.15 
BAI iShares A.I. Innovation and Tech Active ETF
+4.29%
+$12,484.26 
SOXX iShares Semiconductor ETF
+3.61%
+$36,554.2 
KLAC KLA Corporation
+3.57%
+$12,584.32 
ARKK ARK Innovation ETF Fund
+3.27%
+$10,312.05 
ORCL Oracle Corporation
+3.22%
+$11,597.85 
SMH VanEck Semiconductor ETF
+2.82%
+$12,623.66 
HODL VanEck Bitcoin ETF
+2.8%
+$18,927.28 
TSLA Tesla, Inc.
+2.78%
+$16,499.38 
LRCX Lam Research Corporation
+2.75%
+$34,547.26 
MTUM iShares MSCI USA Momentum Factor ETF
+2.58%
+$13,356.56 
UNH UnitedHealth Group Incorporated
+2.43%
+$21,422.5 
XNTK SPDR NYSE Technology ETF
+2.3%
+$8,788.5 
MS Morgan Stanley
+2.29%
+$4,665.76 
SPMO Invesco S&P 500 Momentum ETF
+2.27%
+$5,124.58 
CAT Caterpillar Inc.
+2.15%
+$18,107.53 
IEMG iShares Core MSCI Emerging Markets ETF
+2.08%
+$4,979.73 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+2.02%
+$17,334.24 
AVEM Avantis Emerging Markets Equity ETF
+1.99%
+$356,995.02 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.91%
+$207,910.41 
TEL TE Connectivity plc
+1.58%
+$4,067.07 
CORO Ishares International Country Rotational Active ETF
+1.51%
+$6,858.73 
VGT Vanguard Information Technology ETF
+1.42%
+$7,302.96 
SGOL abrdn Physical Gold Shares ETF
+1.39%
+$6,899.54 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+1.38%
+$5,600.82 
MRK Merck & Co., Inc.
+1.37%
+$6,203.3 
AVGO Broadcom Inc.
+1.32%
+$61,470 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.31%
+$6,603.78 
GSID Goldman Sachs MarketBeta International Fund
+1.25%
+$3,261.51 
FENI Fidelity Enhanced International ETF
+1.2%
+$1.94M 
GGUS Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF
+1.19%
+$5,148.32 
BLCR iShares Large Cap Core ACT ETF
+1.19%
+$2,580.03 
JPM JPMorgan Chase & Co.
+1.18%
+$31,100.44 
IWP iShares Russell Mid-Cap Growth ETF
+1.17%
+$4,439.43 
QQQM Invesco NASDAQ 100 ETF
+1.16%
+$376,543.31 
QQQ Invesco QQQ Trust, Series 1
+1.14%
+$253,913.26 
XOM Exxon Mobil Corporation
+1.14%
+$4,858.75 
CSCO Cisco Systems, Inc.
+1.09%
+$9,779.22 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.09%
+$7,344 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.08%
+$6,099.21 
GE General Electric Company
+1.05%
+$4,009.11 
LLY Eli Lilly and Company
+1.01%
+$16,796.62 
ILCG iShares Morningstar Growth ETF
+1%
+$4,795.72 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.98%
+$3,769 
GEV GE Vernova Inc.
+0.96%
+$4,527.32 
QCOM QUALCOMM Incorporated
+0.94%
+$3,737.13 
RTX RTX Corporation
+0.9%
+$4,119.94 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.89%
+$21,794.67 
ABBV AbbVie Inc.
+0.87%
+$30,906.87 
AMGN Amgen Inc.
+0.86%
+$3,519.94 
SNOW Snowflake Inc.
+0.83%
+$1,992.72 
XTN SPDR S&P Transportation ETF
+0.81%
+$7,916.65 
ACWI iShares MSCI ACWI ETF
+0.8%
+$5,436.16 
IWM iShares Russell 2000 ETF
+0.78%
+$1,657.97 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.78%
+$5,101.72 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.75%
+$1.15M 
BAC Bank of America Corporation
+0.7%
+$2,226.15 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.68%
+$15,335.48 
COP ConocoPhillips
+0.64%
+$4,574.68 
BA Boeing Company
+0.61%
+$10,119.36 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.58%
+$27,123.76 
IJR iShares Core S&P Small-Cap ETF
+0.57%
+$1,719.76 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.56%
+$64,958.99 
NVDA NVIDIA Corporation
+0.55%
+$34,365.6 
VUG Vanguard Growth ETF
+0.55%
+$4,198.95 
VB Vanguard Small-Cap ETF
+0.54%
+$1,197.85 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.52%
+$37,162.97 
ICOW Pacer Developed Markets International ETF
+0.52%
+$7,459.98 
ESGU iShares ESG Aware MSCI USA ETF
+0.51%
+$2,102.93 
HUBG Hub Group Inc.
+0.51%
+$1,687.59 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.51%
+$243,740.04 
IVV iShares Core S&P 500 ETF
+0.5%
+$3,226.45 
JNJ Johnson & Johnson
+0.5%
+$3,672.75 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.48%
+$585,115.62 
IJH iShares Core S&P Mid-Cap ETF
+0.47%
+$3,031.35 
SPY SPDR S&P 500 ETF Trust
+0.46%
+$5,935.68 
VOO Vanguard S&P 500 ETF
+0.45%
+$482,729.07 
VTV Vanguard Value ETF
+0.45%
+$5,075.42 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.45%
+$20,152.33 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.45%
+$29,671.2 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.45%
+$7,837.2 
VYM Vanguard High Dividend Yield ETF
+0.43%
+$2,382.57 
BX Blackstone Inc.
+0.42%
+$9,864.4 
HEGD Swan Hedged Equity US Large Cap Fund
+0.41%
+$1,142.9 
MAR Marriott International Inc. - Class A
+0.4%
+$2,731.48 
BUFB Innovator Laddered Allocation Buffer ETF
+0.38%
+$28,690.35 
QUAL iShares MSCI USA Quality Factor ETF
+0.38%
+$5,318.52 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
+0.37%
+$5,933.07 
XLV Health Care Select Sector SPDR Fund
+0.36%
+$992.96 
XMHQ Invesco S&P MidCap Quality ETF
+0.35%
+$2,038.92 
PSX Phillips 66
+0.33%
+$2,628.88 
BSEP Innovator U.S. Equity Buffer ETF
+0.25%
+$699.13 
KRMA Global X Conscious Companies ETF
+0.25%
+$1,294.08 
VIG Vanguard Dividend Appreciation ETF
+0.21%
+$888.29 
JEPI JPMorgan Equity Premium Income Fund
+0.21%
+$2,175.61 
IVE ISHARES S&P 500 VALUE ETF
+0.2%
+$1,327.07 
PFFD Global X U.S. Preferred ETF
+0.19%
+$1,538.78 
CVX Chevron Corporation
+0.16%
+$752.37 
MARM Ftv Estus Max Buff ETF March
+0.15%
+$606.02 
MRGR ProShares Merger ETF
+0.12%
+$1,626.5 
META Meta Platforms Inc Class A
+0.09%
+$1,057.88 
DGRO iShares Core Dividend Growth ETF
+0.09%
+$306.08 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.08%
+$172.3 
CFO VictoryShares US 500 Enhanced ETF
+0.07%
+$423.79 
SCHD Schwab U.S. Dividend Equity ETF
+0.07%
+$185.47 
FDN First Trust Dow Jones Internet Index Fund
+0.05%
+$182.93 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.03%
+$120.21 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.03%
+$292.49 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1,322.79 
MEAR iShares Short Maturity Bond ETF
+0.02%
+$256.07 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$31.04 
BINC iShares Flexible Income Active ETF
+0.01%
+$36.76 
00827BAB2
0%
$0 
83304AAF3
0%
$0 
83304AAK2
0%
$0 
AJUL
0%
$0 
AOCT
0%
$0 
BPRE
0%
$0 
GSUS Goldman Sachs MarketBeta U.S.
0%
$0 
STBF
0%
$0 
TAPR Innovator Equity Defined Protection ETF
0%
$0 
TJUL Innovator Equity Defined Protection ETF 0725
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PANW Palo Alto Networks, Inc.
-2.91%
-$13,763.39 
IT Gartner Inc.
-2.74%
-$6,640.07 
MCO Moody's Corporation
-2.19%
-$75,988.39 
WM Waste Management, Inc.
-1.93%
-$9,644.12 
CNM Core & Main Inc.
-1.73%
-$3,171.48 
HD The Home Depot, Inc.
-1.18%
-$9,412.66 
SRE Sempra
-1.1%
-$5,428 
MCD McDonald's Corporation
-1.04%
-$6,634.62 
AMZN Amazon.com Inc
-1.03%
-$45,529.26 
LOW Lowe's Companies Inc.
-0.99%
-$2,916 
MA Mastercard Incorporated
-0.97%
-$8,260.98 
V Visa Inc. Class A
-0.92%
-$32,134.51 
IBM International Business Machines Corporation
-0.9%
-$9,615.36 
WMT Walmart Inc.
-0.82%
-$25,518.04 
PG Procter & Gamble Co
-0.8%
-$6,715.4 
LIN Linde plc
-0.77%
-$2,209.67 
AJG Arthur J. Gallagher & Co.
-0.77%
-$2,183.74 
CBSH Commerce Bancshares, Inc.
-0.73%
-$4,611.32 
COST Costco Wholesale Corporation
-0.72%
-$3,267.76 
GOOG Alphabet Inc
-0.71%
-$7,260.45 
SO The Southern Company
-0.71%
-$3,042.47 
UNP Union Pacific Corporation
-0.7%
-$5,593.12 
GOOGL Alphabet Inc
-0.69%
-$14,728.23 
AEE Ameren Corporation
-0.67%
-$5,254 
PLTR Palantir Technologies Inc.
-0.66%
-$2,487.2 
MSFT Microsoft Corp.
-0.6%
-$31,854.67 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.58%
-$833,278.16 
AEP American Electric Power Company, Inc.
-0.58%
-$1,279.08 
VZ Verizon Communications Inc.
-0.52%
-$1,247.37 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.52%
-$2,828.64 
PEP PepsiCo, Inc.
-0.51%
-$1,417.8 
DUK Duke Energy Corporation
-0.46%
-$1,456.38 
NI NiSource Inc.
-0.44%
-$927 
SPLV Invesco S&P 500 Low Volatility ETF
-0.43%
-$11,380.71 
FMB First Trust Managed Municipal Fund
-0.35%
-$3,864.46 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.34%
-$1,994.65 
BRK-B Berkshire Hathaway Inc.
-0.3%
-$3,713.96 
KO The Coca-Cola Company
-0.26%
-$647.15 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.23%
-$3,177.61 
DVY iShares Select Dividend ETF
-0.23%
-$4,080.7 
GCOR Goldman Sachs Access U.S. Aggregate Bond ETF
-0.22%
-$1,341.99 
MBB iShares MBS ETF
-0.22%
-$484.42 
ABT Abbott Laboratories
-0.22%
-$2,801.7 
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF
-0.2%
-$881.37 
BND Vanguard Total Bond Market Index Fund
-0.19%
-$385.56 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.17%
-$618.16 
AAPL Apple Inc.
-0.15%
-$26,655.92 
GOVT iShares U.S. Treasury Bond ETF
-0.15%
-$375.76 
IUSB iShares Core Universal USD Bond ETF
-0.13%
-$700.47 
FBND Fidelity Total Bond ETF
-0.12%
-$76,370.85 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.12%
-$11,232.57 
GMUB Goldman Sachs Municipal Income ETF
-0.12%
-$1,627.26 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.12%
-$4,534.49 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.12%
-$235.57 
T AT&T Inc.
-0.11%
-$689.55 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.1%
-$1,377.35 
MMIN NYLI MacKay Muni Insured ETF
-0.09%
-$515.66 
MUB iShares National Muni Bond ETF
-0.09%
-$692.74 
SHYD VanEck Short High Yield Municipal Fund
-0.09%
-$813.16 
AIT Applied Industrial Technologies Inc.
-0.09%
-$217.5 
HYD VanEck High Yield Muni ETF
-0.08%
-$994.68 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$810.42 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$171.47 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.07%
-$191.6 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.06%
-$173.87 
USMV iShares MSCI USA Min Vol Factor ETF
-0.05%
-$7,470.75 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.05%
-$266.85 
NEAR iShares Short Maturity Bond ETF
-0.05%
-$16,122.8 
NEE NextEra Energy, Inc.
-0.04%
-$227.6 
JPIE JPMorgan Income ETF
-0.03%
-$24,930.37 
JMUB JPMorgan Municipal Bond ETF
-0.03%
-$7,274.48 
SPHY SPDR Portfolio High Yield Bond ETF
-0.02%
-$2,797.7 
JSI Janus Henderson Securitized Income ETF
-0.02%
-$80.51 
AGZD WisdomTree Trust
-0.01%
-$52.39 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$659.84 Events
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Dividends
Dividend Analysis
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| Trades 1952 | Longs Won 1380/1952 70% | Profit Factor 18.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.45M |
| Average Win $269,478.28 | Best Trade (Jul 22) $35.15M | Sharpe Ratio -64.42 |
| Average Loss -$35,598.82 | Worst Trade (Jun 30) -$5.14M | Z-Score 5.07 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 5d | Expectancy $180,080.69 |
| 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 | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Thomas A. Burke?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 400 Mid Cap ETF - $15.49M, Invesco NASDAQ 100 ETF - $13.96M, First Trust NASDAQ-100 Technology Index Fund - $12.13M, SPDR Portfolio S&P 500 Growth ETF - $11.66M, and SPDR SSGA US Large Cap Low Volatility Index ETF - $11.33M. 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: Invesco S&P MidCap Quality ETF - $3.5M, Pacer US Small Cap Cash Cows 100 ETF - $2.54M, iShares Select Dividend ETF - $587,953.3, Strategy Inc - $541,043.02, and Pfizer Inc - $235,136.1. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas A. Burke's portfolio generate?
The portfolio generates substantial dividend income, with a total of $62.39M earned over time. The largest contributors to dividend income include JPMorgan Income ETF - $8.16M, SPDR SSGA US Large Cap Low Volatility Index ETF - $7.01M, SPDR Portfolio High Yield Bond ETF - $3.96M, Janus Henderson AAA CLO ETF - $3.92M, and Fidelity Enhanced International ETF - $3.49M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas A. Burke's monthly returns?
Thomas A. Burke's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Thomas A. Burke's strategy be considered aggressive or moderate?
Thomas A. Burke'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 A. Burke's strategy?
Thomas A. Burke's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
