Sean Murray Portfolio
Invests via Quantum Financial Advisors LLC | Managed by Quantum Financial Advisors LLC
Invests via Quantum Financial Advisors LLC
Managed by Quantum Financial Advisors LLC
Automatically Tracked
Sean Murray Profile
With a dynamic career that bridges technology and finance, Sean Murray has established himself as an influential force in the entrepreneurial landscape. His journey includes launching several startups that leverage cutting-edge technology to solve pressing market challenges. Murray's background encompasses pivotal leadership roles where he navigated complex growth trajectories, significantly impacting operational outcomes and scaling initiatives. Recognized for his ability to identify opportunities within evolving sectors, he actively participates in fostering innovation through strategic investments. His expertise positions him at the forefront of shaping new ventures and driving sustainable growth in competitive markets.
With a dynamic career that bridges technology and finance, Sean Murray has established himself as an influential force in the entrepreneurial landscape. His journey includes launching several startups that leverage cutting-edge technology to solve pressing market challenges. Murray's background encompasses pivotal leadership roles where he navigated complex growth trajectories, significantly impacting operational outcomes and scaling initiatives. Recognized for his ability to identify opportunities within evolving sectors, he actively participates in fostering innovation through strategic investments. His expertise positions him at the forefront of shaping new ventures and driving sustainable growth in competitive markets.
Investment Philosophy & Strategy
In the realm of entrepreneurship, Sean Murray epitomizes a strategic innovator adept at harnessing technology for market advancement. His experience in scaling multiple startups informs a distinct focus on transforming complex challenges into profitable opportunities. Leveraging insights from his leadership roles, he meticulously evaluates investment potential across dynamic sectors, advocating for solutions that resonate with future demand. This proactive engagement not only fosters business growth but also underlines his commitment to operational excellence and sustainability within rapidly evolving markets.
In the realm of entrepreneurship, Sean Murray epitomizes a strategic innovator adept at harnessing technology for market advancement. His experience in scaling multiple startups informs a distinct focus on transforming complex challenges into profitable opportunities. Leveraging insights from his leadership roles, he meticulously evaluates investment potential across dynamic sectors, advocating for solutions that resonate with future demand. This proactive engagement not only fosters business growth but also underlines his commitment to operational excellence and sustainability within rapidly evolving markets.
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:
116.73%
Gain -0.72%
Monthly
1.46%
Yearly
18.93%
Drawdown
23.83%
$1.15B
Equity
Holdings
$1.15B
Investment
$885.82M
$293.4M
Profit -$3.81M
Realized
$29.2M
Unrealized
$264.19M
Dividends
$53.64M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.72%
Profit
-$3.81M
Win %
69%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$4.45M
Win %
69%
This Month
Compared to last month
Gain
-0.36%
Profit
-$4.1M
Win %
69%
This Year
Compared to last year
Gain
0.28%
Profit
$3.2M
Win %
71%
FCNCA First Citizens BancShares, Inc. Class A Common Stock
+8.07%
+$23,412.84 
PANW Palo Alto Networks, Inc.
+6.6%
+$31,205.52 
DVN Devon Energy Corporation
+4.69%
+$15,431.98 
TRGP Targa Resources Corp.
+4.42%
+$11,785.2 
FTI TechnipFMC plc
+4.3%
+$11,031.37 
COP ConocoPhillips
+4.13%
+$25,308.08 
EOG EOG Resources, Inc.
+3.92%
+$12,262.37 
LNG Cheniere Energy Inc.
+3.53%
+$46,583.11 
HPE Hewlett Packard Enterprise Company
+3.48%
+$9,034.33 
MU Micron Technology Inc.
+3.44%
+$72,918.18 
FTNT Fortinet, Inc.
+2.98%
+$7,987.65 
JBL Jabil Inc.
+2.92%
+$12,684.04 
UCO ProShares Ultra Bloomberg Crude Oil
+2.82%
+$42,120 
CVX Chevron Corporation
+2.59%
+$18,161.81 
XOM ExxonMobil Holdings Corporation
+2.47%
+$56,591.04 
LITE Lumentum Holdings Inc.
+2.46%
+$4,764.79 
SANM Sanmina Corporation
+2.4%
+$3,212.86 
MRVL Marvell Technology Inc.
+2.13%
+$6,355.5 
LMT Lockheed Martin Corporation
+2.11%
+$7,495.31 
STLD Steel Dynamics, Inc.
+2.1%
+$10,347.12 
WMB The Williams Companies, Inc.
+1.91%
+$4,554.9 
APH Amphenol Corp. Class A Common Stock
+1.83%
+$13,839.52 
COHR Coherent Corp.
+1.79%
+$3,610.64 
TXN Texas Instruments Inc.
+1.64%
+$6,091.81 
ORCL Oracle Corporation
+1.62%
+$11,309.76 
AMD Advanced Micro Devices Inc.
+1.58%
+$19,287.82 
AMKR Amkor Technology Inc.
+1.56%
+$1,759.85 
INTC Intel Corporation
+1.56%
+$10,252.97 
ANET Arista Networks Inc.
+1.5%
+$3,893.67 
CSCO Cisco Systems, Inc.
+1.4%
+$14,198.73 
AMAT Applied Materials Inc.
+1.34%
+$8,527.7 
TER Teradyne, Inc.
+1.24%
+$2,522.88 
ADI Analog Devices, Inc.
+1.17%
+$4,167.6 
STX Seagate Technology Holdings plc
+1.17%
+$6,563.73 
QCOM QUALCOMM Incorporated
+1.17%
+$6,676.1 
DY Dycom Industries, Inc.
+1.17%
+$1,084.12 
DTM DT Midstream, Inc.
+1.16%
+$2,751.32 
GLW Corning Incorporated
+1.15%
+$3,483.48 
FCX Freeport-McMoRan Inc.
+1.08%
+$2,846.2 
HUBB Hubbell Inc.
+0.94%
+$2,036.34 
PHM PulteGroup, Inc.
+0.92%
+$1,633.5 
JCI Johnson Controls International plc
+0.89%
+$2,352.9 
ASML ASML Holding N.V. NY Registered Shares
+0.88%
+$1,732.5 
MSFT Microsoft Corporation Common Stock
+0.83%
+$74,821.1 
EMR Emerson Electric Co.
+0.77%
+$4,539.82 
SNDK Sandisk Corp.
+0.76%
+$4,226.88 
ROK Rockwell Automation Inc.
+0.75%
+$1,360.95 
ABT Abbott Laboratories
+0.73%
+$2,019.75 
TROW T. Rowe Price Group Inc.
+0.71%
+$1,739 
XLK State Street Technology Select Sector SPDR ETF
+0.69%
+$5,000 
CIEN Ciena Corp.
+0.67%
+$1,731.29 
VGT Vanguard Information Technology ETF
+0.67%
+$11,791.44 
IBMU iShares iBonds Dec 2032 Term Muni Bond ETF
+0.65%
+$14,660.16 
LRCX Lam Research Corp.
+0.62%
+$4,826.25 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.52%
+$123,078.1 
AVGO Broadcom Inc.
+0.51%
+$6,004.35 
IBM International Business Machines Corporation
+0.5%
+$2,739.24 
VRT Vertiv Holdings Co Class A Common Stock
+0.35%
+$635.12 
PWR Quanta Services, Inc.
+0.34%
+$1,423.17 
FERG Ferguson Enterprises Inc.
+0.31%
+$628.35 
QQQ Invesco QQQ Trust, Series 1
+0.29%
+$5,139.63 
MPC Marathon Petroleum Corp.
+0.27%
+$1,493.1 
CMI Cummins Inc.
+0.25%
+$809.88 
ABBV AbbVie Inc.
+0.24%
+$2,366.4 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.16%
+$4,925.96 
AVEM Avantis Emerging Markets Equity ETF
+0.15%
+$44,890.95 
DFAE Dimensional Emerging Core Equity Market ETF
+0.12%
+$10,851.89 
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF
+0.08%
+$2,476.84 
FLEX Flex Ltd.
+0.08%
+$329.94 
IBID iShares iBonds Oct 2027 Term TIPS ETF
+0.08%
+$7,307.3 
DE Deere & Company
+0.07%
+$316.22 
VST Vistra Corp.
+0.07%
+$232.75 
GEV GE Vernova Inc.
+0.07%
+$163.09 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
+0.06%
+$1,658.14 
VPL Vanguard FTSE Pacific ETF
+0.05%
+$114.5 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.04%
+$93.47 
IBIF iShares iBonds Oct 2029 Term TIPS ETF
+0.04%
+$3,437.68 
GILD Gilead Sciences Inc.
+0.03%
+$151.69 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$928.17 
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF
+0.02%
+$518.58 
IBIE iShares iBonds Oct 2028 Term TIPS ETF
+0.02%
+$1,843.99 
DFGR Dimensional Global Real Estate ETF
+0.02%
+$3,269.14 
IBIH iShares iBonds Oct 2031 Term TIPS ETF
0%
+$46.83 
IBIL iShares iBonds Oct 2035 Term TIPS ETF
0%
+$2.05 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBIC iShares iBonds Oct 2026 Term TIPS ETF
0%
$0 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
0%
$0 
FIX Comfort Systems USA Inc.
-7.83%
-$27,357.33 
T AT&T Inc.
-5.83%
-$37,408.72 
TMUS T-Mobile US Inc.
-5.51%
-$14,227.48 
AXP American Express Company
-4%
-$44,503.14 
NEM Newmont Corporation
-3.65%
-$13,153.92 
WSM Williams-Sonoma, Inc.
-3.54%
-$13,767.59 
CL Colgate-Palmolive Co.
-3.53%
-$8,680.25 
NVS Novartis AG Sponsored ADR
-3.4%
-$13,693.68 
DAL Delta Air Lines, Inc.
-3.39%
-$7,790.24 
UAL United Airlines Holdings, Inc.
-3.38%
-$6,451.5 
USFD US Foods Holding Corp.
-3.25%
-$7,307.57 
RCL Royal Caribbean Cruises Ltd.
-3.16%
-$8,904.4 
CRS Carpenter Technology Corporation
-3.04%
-$3,273.36 
ROST Ross Stores Inc.
-2.92%
-$8,933.72 
BKNG Booking Holdings Inc.
-2.92%
-$5,885.97 
LOW Lowe's Companies, Inc.
-2.86%
-$15,093 
PEP PepsiCo, Inc.
-2.86%
-$18,290.54 
HD The Home Depot, Inc.
-2.83%
-$20,931.68 
TGT Target Corp.
-2.79%
-$7,034.78 
INV Innventure, Inc.
-2.75%
-$280.23 
F Ford Motor Co.
-2.72%
-$4,772.62 
PG The Procter & Gamble Company
-2.71%
-$26,055.68 
CASY Casey's General Stores, Inc.
-2.51%
-$5,206 
KO The Coca-Cola Company
-2.44%
-$22,701.19 
AFL Aflac Incorporated
-2.44%
-$17,212.64 
CAT Caterpillar Inc.
-2.33%
-$28,531.14 
LLY Eli Lilly and Company
-2.33%
-$48,321.39 
GE General Electric Company
-2.32%
-$10,366.42 
TPR Tapestry Inc.
-2.17%
-$4,794.07 
GM General Motors Co.
-2.1%
-$7,772.76 
BMY Bristol-Myers Squibb Company
-2.05%
-$6,323.58 
MCD McDonald's Corporation
-2.02%
-$4,496.8 
NSC Norfolk Southern Corp.
-2%
-$6,694.21 
MA Mastercard Inc. Class A Common Stock
-1.91%
-$18,937.86 
WDC Western Digital Corp.
-1.85%
-$9,275.84 
MRK Merck & Co., Inc.
-1.75%
-$17,526.01 
ORLY O'Reilly Automotive Inc.
-1.74%
-$8,217.6 
JNJ Johnson & Johnson
-1.71%
-$24,865.5 
FDX FedEx Corp.
-1.68%
-$3,733.21 
PH Parker-Hannifin Corporation
-1.68%
-$6,156.79 
UNP Union Pacific Corp.
-1.65%
-$6,438.57 
KR The Kroger Co.
-1.6%
-$4,259.71 
MO Altria Group, Inc.
-1.6%
-$3,593.97 
CAH Cardinal Health, Inc.
-1.59%
-$4,441.64 
NRG NRG Energy, Inc.
-1.58%
-$2,190.3 
XEL Xcel Energy Inc.
-1.52%
-$3,274.8 
CSX CSX Corporation
-1.52%
-$5,052.26 
JPM JPMorgan Chase & Co.
-1.51%
-$48,506.2 
ON ON Semiconductor Corporation
-1.49%
-$2,789.31 
MS Morgan Stanley Common Stock
-1.45%
-$8,936.49 
COF Capital One Financial Corp.
-1.4%
-$5,521.55 
RTX RTX Corporation
-1.4%
-$6,035.7 
V Visa Inc. Class A
-1.39%
-$23,252.74 
ITW Illinois Tool Works Inc.
-1.37%
-$4,645.11 
WWD Woodward, Inc.
-1.35%
-$2,411.92 
TJX The TJX Companies, Inc.
-1.31%
-$4,080.02 
URI United Rentals Inc.
-1.3%
-$6,307.51 
TRV The Travelers Companies, Inc.
-1.29%
-$5,470.5 
MAR Marriott International, Inc. Class A Common Stock
-1.28%
-$5,100.31 
C Citigroup Inc.
-1.26%
-$3,540.46 
AMGN Amgen Inc. Common Stock
-1.23%
-$24,574.6 
FNF Fidelity National Financial, Inc.
-1.23%
-$4,453.32 
COST Costco Wholesale Corp
-1.23%
-$8,808.59 
TMO Thermo Fisher Scientific Inc.
-1.21%
-$6,280.63 
WMT Walmart Inc.
-1.17%
-$17,140.82 
AEP American Electric Power Company, Inc.
-1.16%
-$2,953.56 
CVS CVS Health Corporation Common Stock
-1.13%
-$6,947.51 
PGR The Progressive Corporation
-1.12%
-$2,367.49 
AMP Ameriprise Financial Inc.
-1.09%
-$5,537.91 
VZ Verizon Communications Inc.
-1.09%
-$5,824.66 
UPS United Parcel Service, Inc. Class B Common Stock
-1.07%
-$2,642.16 
MMM 3M Company
-0.97%
-$2,551.7 
RY Royal Bank of Canada
-0.97%
-$6,169.97 
WFC Wells Fargo & Company
-0.96%
-$3,986.4 
MIDD The Middleby Corporation
-0.96%
-$1,502.28 
MCK McKesson Corporation
-0.9%
-$3,889.98 
SCHW The Charles Schwab Corporation
-0.89%
-$3,972.31 
CLH Clean Harbors, Inc.
-0.89%
-$1,955.09 
EBAY eBay Inc.
-0.88%
-$2,066.17 
GS The Goldman Sachs Group, Inc.
-0.87%
-$4,100.05 
EME EMCOR Group, Inc.
-0.86%
-$3,618.16 
BRK-B Berkshire Hathaway Inc.
-0.86%
-$12,563.1 
DTE DTE Energy Company
-0.85%
-$3,021.61 
DFSI Dimensional International Sustainability Core 1 ETF
-0.76%
-$285,149.72 
AVDV Avantis International Small Cap Value ETF
-0.73%
-$158,517.59 
VIG Vanguard Dividend Appreciation ETF
-0.71%
-$3,236.4 
META Meta Platforms Inc Class A
-0.7%
-$21,438.36 
NFLX Netflix Inc.
-0.69%
-$1,565.39 
GLDM SPDR Gold MiniShares Trust
-0.68%
-$89,760.53 
DFSU Dimensional US Sustainability Core 1 ETF
-0.63%
-$713,867.1 
AVDE Avantis International Equity Fund Institutional Class
-0.62%
-$254,825.45 
TSLA Tesla, Inc.
-0.6%
-$2,734.59 
BAC Bank of America Corporation
-0.59%
-$3,885.03 
DFIC Dimensional International Core Equity 2 ETF
-0.57%
-$6,055.9 
IEFA iShares Core MSCI EAFE ETF
-0.57%
-$1,807.3 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$96,878.51 
IEUS iShares MSCI Europe Small-Cap ETF
-0.56%
-$1,320.48 
PM Philip Morris International Inc.
-0.56%
-$3,296.24 
UNH UnitedHealth Group Inc.
-0.53%
-$2,571.89 
DFAS Dimensional U.S. Small Cap ETF
-0.51%
-$8,274 
VBR Vanguard Small-Cap Value ETF
-0.5%
-$4,516.8 
DCOR Dimensional US Core Equity 1 ETF
-0.48%
-$357,905.6 
GOOGL Alphabet Inc
-0.47%
-$18,576.25 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.47%
-$7,452.27 
MCHP Microchip Technology Inc.
-0.46%
-$4,383.62 
DFAT Dimensional U.S. Targeted Value ETF
-0.45%
-$78,009.95 
DISV Dimensional International Small Cap Value ETF
-0.44%
-$89,170.18 
AAPL Apple Inc.
-0.43%
-$177,809.15 
APP AppLovin Corporation Class A Common Stock
-0.42%
-$544.76 
AMZN Amazon.com Inc
-0.41%
-$24,053.93 
OEF iShares S&P 100 ETF
-0.39%
-$603,029.82 
DFAU Dimensional U.S. Core Equity Market ETF
-0.39%
-$101,461.26 
VEA Vanguard FTSE Developed Markets ETF
-0.38%
-$2,982.31 
DFUV Dimensional US Marketwide Value ETF
-0.38%
-$11,418 
DIS The Walt Disney Company
-0.37%
-$980.7 
GWW W.W. Grainger Inc.
-0.37%
-$895.89 
ESGV Vanguard ESG U.S. Stock ETF
-0.37%
-$1,644.88 
AVUS Avantis U.S. Equity ETF
-0.36%
-$426,559.31 
GOOG Alphabet Inc
-0.35%
-$12,232.75 
R Ryder System Inc.
-0.35%
-$707.48 
IJS iShares S&P Small-Cap 600 Value ETF
-0.34%
-$778.75 
KLAC KLA Corporation
-0.33%
-$2,093.28 
SPY State Street SPDR S&P 500 ETF Trust
-0.33%
-$4,823.64 
IVV iShares Core S&P 500 ETF
-0.32%
-$2,098.06 
UTHR United Therapeutics Corporation
-0.29%
-$890.96 
BNY Bank of New York Mellon Corp.
-0.29%
-$851.7 
VTI Vanguard Total Stock Market ETF
-0.29%
-$26,030.05 
IWB iShares Russell 1000 ETF
-0.28%
-$595 
DFSV Dimensional US Small Cap Value ETF
-0.28%
-$12,520.86 
DFUS Dimensional U.S. Equity Market ETF
-0.28%
-$24,640.69 
WM Waste Management Inc.
-0.27%
-$1,042.62 
HOOD Robinhood Markets Inc. Class A Common Stock
-0.27%
-$913.12 
TT Trane Technologies plc
-0.27%
-$762.4 
NVT nVent Electric plc
-0.26%
-$594.66 
NVDA NVIDIA Corporation
-0.25%
-$21,177.18 
MTZ MasTec, Inc.
-0.25%
-$442.9 
IBCA iShares iBonds Dec 2035 Term Corporate ETF
-0.24%
-$636.24 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.23%
-$62,434.68 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.22%
-$727.43 
VWO Vanguard FTSE Emerging Markets ETF
-0.2%
-$1,606.32 
DFGP Dimensional Global Core Plus Fixed Income ETF
-0.2%
-$40,793.38 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.18%
-$5,576.18 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.17%
-$5,846.54 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.16%
-$7,617.75 
AVIG Avantis Core Fixed Income ETF
-0.16%
-$6,534.84 
DFCF Dimensional Core Fixed Income ETF
-0.16%
-$2,330.05 
LIN Linde plc
-0.13%
-$562.5 
PFF iShares Preferred and Income Securities ETF
-0.12%
-$342.09 
AVUV Avantis U.S. Small Cap Value ETF
-0.11%
-$21,369.14 
ETN Eaton Corporation plc
-0.1%
-$256.31 
IBII iShares iBonds Oct 2032 Term TIPS ETF
-0.08%
-$4,280.58 
LECO Lincoln Electric Holdings, Inc.
-0.08%
-$448.62 
VMBS Vanguard Mortgage-Backed Securities ETF
-0.07%
-$12,047.82 
LEND SEI High Yield Bond & Alternative Credit ETF
-0.06%
-$448 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.06%
-$1,723.76 
Q Qnity Electronics Inc.
-0.05%
-$523.35 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$2,716.87 
IBIJ iShares iBonds Oct 2033 Term TIPS ETF
-0.04%
-$247.36 
IBIK iShares iBonds Oct 2034 Term TIPS ETF
-0.04%
-$123.07 
AVRE Avantis Real Estate ETF
-0.02%
-$4,552.53 
VLO Valero Energy Corporation
-0.02%
-$97.47 
IBIG iShares iBonds Oct 2030 Term TIPS ETF
-0.02%
-$1,406.54 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2062 | Longs Won 1435/2062 69% | Profit Factor 12.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.05M |
| Average Win $221,770.42 | Best Trade (Oct 15) $30.18M | Sharpe Ratio -11 |
| Average Loss -$39,624.37 | Worst Trade (Mar 30) -$3.92M | Z-Score 13 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 1d | Expectancy $142,287.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 119,335 | $23.81M | $41.38M | - | $17.56M | 73.76% | -0.428% |
| ABBV AbbVie Inc. | 3,480 | $581,381.13 | $994,827.6 | - | $413,446.47 | 71.11% | +0.238% |
| ABT Abbott Laboratories | 2,693 | $287,274.45 | $278,079.18 | - | -$9,195.27 | -3.2% | +0.732% |
| ADI Analog Devices, Inc. | 920 | $221,094.7 | $359,066.8 | - | $137,972.1 | 62.4% | +1.174% |
| AEP American Electric Power Company, Inc. | 1,956 | $213,854.62 | $252,578.28 | - | $38,723.66 | 18.11% | -1.156% |
| AFL Aflac Incorporated | 5,728 | $631,626.56 | $688,877.92 | - | $57,251.36 | 9.06% | -2.438% |
| AMAT Applied Materials Inc. | 1,692 | $220,877.8 | $644,009.04 | - | $423,131.24 | 191.57% | +1.342% |
| AMD Advanced Micro Devices Inc. | 2,396 | $253,521.37 | $1.24M | - | $982,766.71 | 387.65% | +1.585% |
| AMGN Amgen Inc. Common Stock | 4,460 | $1.25M | $1.97M | - | $722,556.06 | 57.91% | -1.232% |
| AMKR Amkor Technology Inc. | 2,885 | $237,550.9 | $114,419.1 | - | -$123,131.8 | -51.83% | +1.562% |
| AMP Ameriprise Financial Inc. | 1,018 | $442,533.47 | $500,235.02 | - | $57,701.55 | 13.04% | -1.095% |
| AMZN Amazon.com Inc | 23,131 | $4.62M | $5.77M | - | $1.14M | 24.77% | -0.415% |
| ANET Arista Networks Inc. | 1,518 | $220,057.78 | $263,577.93 | - | $43,520.15 | 19.78% | +1.499% |
| APH Amphenol Corp. Class A Common Stock | 10,328 | $264,658.83 | $768,506.48 | - | $503,847.65 | 190.38% | +1.834% |
| APP AppLovin Corporation Class A Common Stock | 493 | $159,530.46 | $129,745.27 | - | -$29,785.19 | -18.67% | -0.418% |
| ASML ASML Holding N.V. NY Registered Shares | 126 | $250,669.43 | $198,360.54 | - | -$52,308.89 | -20.87% | +0.881% |
| AVDE Avantis International Equity Fund Institutional Class | 463,319 | $26.68M | $41.09M | - | $14.41M | 54.03% | -0.616% |
| AVDV Avantis International Small Cap Value ETF | 205,867 | $12.45M | $21.61M | - | $9.16M | 73.59% | -0.728% |
| AVEM Avantis Emerging Markets Equity ETF | 345,315 | $19.74M | $30.17M | - | $10.43M | 52.8% | +0.149% |
| AVGO Broadcom Inc. | 3,639 | $430,033.59 | $1.18M | - | $752,241.12 | 174.93% | +0.51% |
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FAQ
Which stocks have generated the highest profits for Sean Murray?
The largest contributions to the portfolio's profits come from the following stocks: Avantis U.S. Equity ETF - $20.66M, Dimensional International Sustainability Core 1 ETF - $3.89M, Avantis International Equity Fund Institutional Class - $3.6M, Dimensional International Core Equity Market ETF - $3.33M, and Dimensional U.S. Core Equity Market ETF - $3.32M. 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: Alphabet Inc - $1.88M, Alphabet Inc - $1.75M, iShares MSCI Emerging Markets ex China ETF - $895,175.44, Accenture plc - $314,507.64, and Salesforce, Inc - $174,361.22. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sean Murray's portfolio generate?
The portfolio generates substantial dividend income, with a total of $53.64M earned over time. The largest contributors to dividend income include Avantis U.S. Equity ETF - $4.2M, Avantis Real Estate ETF - $3.97M, Avantis International Equity Fund Institutional Class - $3.12M, Dimensional US Sustainability Core 1 ETF - $2.84M, and Dimensional International Sustainability Core 1 ETF - $2.79M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sean Murray's monthly returns?
Sean Murray'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 Sean Murray's strategy be considered aggressive or moderate?
Sean Murray's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Sean Murray's strategy?
Sean Murray'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.
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