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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:
28.66%
Gain 0%
Monthly
0.78%
Yearly
9.84%
Drawdown
14.07%
$1.16B
Equity
Holdings
$1.16B
Investment
$878.17M
$359.02M
Profit +$47,449.99
Realized
$70.18M
Unrealized
$288.84M
Dividends
$58.08M
Goals
Avg. 93% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.004%
Profit
$47,449.99
Win %
77%
This Week
Compared To Last Week
Gain
0.004%
Profit
$47,449.99
Win %
77%
This Month
Compared to last month
Gain
-0.69%
Profit
-$8.14M
Win %
77%
This Year
Compared to last year
Gain
4.3%
Profit
$49.6M
Win %
77%
KLAC KLA Corporation
+5.55%
+$22,204.14 
AMD Advanced Micro Devices, Inc.
+4.73%
+$65,314 
QCOM QUALCOMM Incorporated
+4.32%
+$19,762.54 
GEV GE Vernova Inc.
+3.73%
+$14,767.32 
T AT&T Inc.
+2.52%
+$18,492.72 
VZ Verizon Communications Inc.
+2.49%
+$6,314.49 
JPM JPMorgan Chase & Co.
+2.31%
+$54,044.32 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.85%
+$211,960.63 
TSLA Tesla, Inc.
+1.82%
+$12,062.96 
SMH VanEck Semiconductor ETF
+1.73%
+$9,700.74 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$9,206.09 
UNP Union Pacific Corporation
+1.65%
+$12,075.47 
SOXX iShares Semiconductor ETF
+1.59%
+$13,551.29 
BX Blackstone Inc.
+1.58%
+$34,742.9 
BAC Bank of America Corporation
+1.56%
+$4,384.28 
CAT Caterpillar Inc.
+1.44%
+$12,215.37 
MAR Marriott International Inc. - Class A
+1.42%
+$10,463.8 
COP ConocoPhillips
+1.4%
+$10,082.88 
MCO Moody's Corporation
+1.36%
+$41,830.11 
NEE NextEra Energy, Inc.
+1.35%
+$6,175.5 
CBSH Commerce Bancshares, Inc.
+1.34%
+$8,021.58 
ABBV AbbVie Inc.
+1.32%
+$41,762.64 
TEL TE Connectivity plc
+1.27%
+$3,384.47 
HUBG Hub Group Inc.
+1.27%
+$3,838.44 
NI NiSource Inc.
+1.27%
+$2,714 
SPMO Invesco S&P 500 Momentum ETF
+1.26%
+$3,482.7 
DVY iShares Select Dividend ETF
+1.19%
+$20,874.78 
LRCX Lam Research Corporation
+1.18%
+$17,404.57 
JNJ Johnson & Johnson
+1.07%
+$5,775.96 
V Visa Inc. Class A
+1.05%
+$34,235.23 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$117,422.25 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.99%
+$5,185.07 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
+0.98%
+$15,058.6 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$2,860.76 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.97%
+$5,838.56 
VTV Vanguard Value ETF
+0.94%
+$7,563.61 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$2,411.93 
PG Procter & Gamble Co
+0.86%
+$8,190.23 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$21,887.46 
SRE Sempra
+0.82%
+$4,047.75 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.82%
+$382,587.74 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.81%
+$932,951.68 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$4,632.31 
SO The Southern Company
+0.78%
+$3,303.98 
PSX Phillips 66
+0.76%
+$5,200.16 
CVX Chevron Corporation
+0.75%
+$2,353.38 
UNH UnitedHealth Group Incorporated
+0.73%
+$5,767.74 
HD The Home Depot, Inc.
+0.73%
+$6,188 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$33,460.8 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$4,555.99 
MA Mastercard Incorporated
+0.71%
+$5,142.54 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$8,175.98 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$4,961.23 
AEE Ameren Corporation
+0.69%
+$5,321.25 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$2,630.68 
XNTK SPDR NYSE Technology ETF
+0.69%
+$2,823.48 
CFO VictoryShares US 500 Enhanced ETF
+0.69%
+$4,237.9 
COST Costco Wholesale Corporation
+0.68%
+$3,110.21 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$1,838.97 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$292,941.04 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+0.66%
+$5,654.54 
XTN SPDR S&P Transportation ETF
+0.65%
+$6,480.02 
DUK Duke Energy Corporation
+0.63%
+$2,317.38 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$3,915.71 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$135,323.7 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.58%
+$27,982.26 
VGT Vanguard Information Technology ETF
+0.58%
+$3,017.68 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$3,848.26 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$40,172.06 
IVV iShares Core S&P 500 ETF
+0.55%
+$3,558.32 
VOO Vanguard S&P 500 ETF
+0.55%
+$542,265.05 
HON Honeywell International Inc.
+0.54%
+$1,404.2 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$3,204.6 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$7,030.36 
GOOGL Alphabet Inc
+0.53%
+$10,632.97 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$2,197.5 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.51%
+$649,725.62 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.5%
+$7,967.63 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$1,461.1 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$2,010.06 
GSUS Goldman Sachs MarketBeta U.S.
+0.47%
+$26,417.28 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$6,919.58 
GSWO Goldman Sachs ActiveBeta World Equity ETF
+0.46%
+$1,068.36 
GOOG Alphabet Inc
+0.45%
+$4,614.4 
WMT Walmart Inc.
+0.45%
+$14,677.23 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$4,584.02 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$63,614.84 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$1,412.16 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$75,913.6 
KRMA Global X Conscious Companies ETF
+0.42%
+$2,151.3 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$635,982.72 
ACWI iShares MSCI ACWI ETF
+0.41%
+$2,805.76 
XMHQ Invesco S&P MidCap Quality ETF
+0.41%
+$3,038.4 
HEGD Swan Hedged Equity US Large Cap Fund
+0.38%
+$1,039 
PEP PepsiCo, Inc.
+0.38%
+$1,112.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$8,265.5 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.34%
+$736.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$880.32 
FENI Fidelity Enhanced International ETF
+0.32%
+$472,834.44 
AMGN Amgen Inc.
+0.32%
+$1,255.15 
JKE iShares Morningstar Large-Cap Growth ETF
+0.32%
+$1,527.84 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.3%
+$7,140.1 
WM Waste Management, Inc.
+0.3%
+$1,460.6 
XOM Exxon Mobil Corporation
+0.28%
+$1,246.35 
PFFD Global X U.S. Preferred ETF
+0.27%
+$2,278.1 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$15,700.16 
ARKK ARK Innovation ETF Fund
+0.25%
+$919.79 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.25%
+$984.88 
BSEP Innovator U.S. Equity Buffer ETF
+0.24%
+$659.36 
BAI iShares A.I. Innovation and Tech Active ETF
+0.2%
+$656.6 
VUG Vanguard Growth ETF
+0.18%
+$1,088.1 
NVDA NVIDIA Corporation
+0.16%
+$9,709.12 
BINC iShares Flexible Income Active ETF
+0.13%
+$600.25 
MARM Ftv Estus Max Buff ETF March
+0.12%
+$502.03 
BUFB Innovator Laddered Allocation Buffer ETF
+0.11%
+$8,303.64 
KO The Coca-Cola Company
+0.11%
+$286.11 
MSFT Microsoft Corp.
+0.1%
+$5,383.47 
SGOL abrdn Physical Gold Shares ETF
+0.1%
+$520.68 
GGUS Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF
+0.09%
+$234.94 
EOG EOG Resources, Inc.
+0.09%
+$362.25 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.09%
+$1,030.4 
GLD SPDR Gold Shares
+0.06%
+$117.04 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$221.28 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$7,769.57 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.04%
+$3,601.2 
HYD VanEck High Yield Muni ETF
+0.04%
+$477.68 
TAPR Innovator Equity Defined Protection ETF
+0.04%
+$134.3 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$133.05 
TJUL Innovator Equity Defined Protection ETF 0725
+0.03%
+$589.47 
CORO Ishares International Country Rotational Active ETF
+0.03%
+$111.42 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$1,483.95 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$95.62 
JPIE JPMorgan Income ETF
+0.02%
+$11,038.19 
IAGG iShares International Aggregate Bond Fund
+0.02%
+$70.58 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1,684.64 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$1,479.68 
ORCL Oracle Corporation
+0.02%
+$69.61 
MCD McDonald's Corporation
+0.01%
+$96.34 
00827BAB2
0%
$0 
83304AAF3
0%
$0 
83304AAK2
0%
$0 
AGZD WisdomTree Trust
0%
$0 
AJUL
0%
$0 
AOCT
0%
$0 
BPRE
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
HODL VanEck Bitcoin ETF
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
STBF
0%
$0 
CNM Core & Main Inc.
-3.46%
-$7,219.29 
LLY Eli Lilly and Company
-2.41%
-$36,921.88 
PLTR Palantir Technologies Inc.
-2.36%
-$9,276.19 
ABT Abbott Laboratories
-1.64%
-$18,721.92 
AAPL Apple Inc.
-1.52%
-$235,476 
MRK Merck & Co., Inc.
-1.42%
-$6,532.19 
AMZN Amazon.com Inc
-1.23%
-$50,473.75 
BA Boeing Company
-1.16%
-$20,449.06 
NFLX Netflix, Inc.
-1.14%
-$2,408.7 
AJG Arthur J. Gallagher & Co.
-1%
-$2,468.56 
IBM International Business Machines Corporation
-0.95%
-$13,115.35 
AVGO Broadcom Inc.
-0.91%
-$41,856.54 
CSCO Cisco Systems, Inc.
-0.6%
-$5,718.11 
IT Gartner Inc.
-0.43%
-$1,093.12 
ICOW Pacer Developed Markets International ETF
-0.39%
-$6,507.77 
RTX RTX Corporation
-0.37%
-$858.85 
FDN First Trust Dow Jones Internet Index Fund
-0.29%
-$1,056.89 
META Meta Platforms Inc Class A
-0.26%
-$2,074.96 
SHEL Shell plc
-0.22%
-$701.48 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.22%
-$3,225.1 
MMIN NYLI MacKay Muni Insured ETF
-0.21%
-$1,079.72 
MRGR ProShares Merger ETF
-0.2%
-$2,914.65 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$479.35 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.17%
-$521.6 
JMUB JPMorgan Municipal Bond ETF
-0.16%
-$17,404.32 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.14%
-$520.91 
FBND Fidelity Total Bond ETF
-0.13%
-$50,681.88 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$461.64 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$213.8 
SHYD VanEck Short High Yield Municipal Fund
-0.09%
-$204.44 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$195.96 
JSI Janus Henderson Securitized Income ETF
-0.08%
-$322.04 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.07%
-$141.34 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$223.01 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$1,765.08 
NEAR iShares Short Maturity Bond ETF
-0.04%
-$3,869.04 
FMB First Trust Managed Municipal Fund
-0.04%
-$437.46 
GCOR Goldman Sachs Access U.S. Aggregate Bond ETF
-0.04%
-$197.51 
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF
-0.02%
-$96.77 
MUB iShares National Muni Bond ETF
-0.01%
-$72.79 Events
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Dividends
Dividend Analysis
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| Trades 1783 | Longs Won 1313/1783 73% | Profit Factor 21.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.59M |
| Average Win $286,753.5 | Best Trade (Jun 14) $35.77M | Sharpe Ratio -7.45 |
| Average Loss -$37,332.96 | Worst Trade (Jun 30) -$5.14M | Z-Score 11.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 1d | Expectancy $201,357.1 |
| 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 | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
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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