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:
107.7%
Gain +0.13%
Monthly
1.58%
Yearly
20.67%
Drawdown
23.83%
$1.17B
Equity
Holdings
$1.17B
Investment
$885.82M
$311.72M
Profit +$429,667.98
Realized
$29.2M
Unrealized
$282.52M
Dividends
$51.57M
Goals
Avg. 69% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.13%
Profit
$429,667.98
Win %
70%
This Week
Compared To Last Week
Gain
-1.05%
Profit
-$12.4M
Win %
70%
This Month
Compared to last month
Gain
-0.38%
Profit
-$4.47M
Win %
70%
This Year
Compared to last year
Gain
1.88%
Profit
$21.52M
Win %
71%
UCO ProShares Ultra Bloomberg Crude Oil
+4.16%
+$48,906 
APP AppLovin Corporation Class A Common Stock
+3.38%
+$5,082.83 
F Ford Motor Company
+3.27%
+$6,461.4 
AAPL Apple Inc.
+3.14%
+$1.18M 
GM General Motors Company
+2.48%
+$9,955.85 
PM Philip Morris International Inc.
+2.1%
+$11,405.47 
TPR Tapestry Inc.
+1.85%
+$4,071.38 
T AT&T Inc.
+1.83%
+$12,987.18 
DVN Devon Energy Corporation
+1.81%
+$5,925.07 
ABBV AbbVie Inc.
+1.33%
+$11,605.8 
DY Dycom Industries Inc.
+1.29%
+$1,544.62 
MO Altria Group, Inc.
+1.27%
+$2,558.67 
CLH Clean Harbors Inc.
+1.21%
+$2,617.09 
FTNT Fortinet Inc.
+1.17%
+$2,862.53 
LNG Cheniere Energy Inc.
+1.13%
+$14,379.22 
CASY Casey's General Stores Inc.
+1.04%
+$1,909.54 
FCNCA First Citizens BancShares, Inc.
+0.97%
+$2,729.43 
LMT Lockheed Martin Corporation
+0.94%
+$2,972.8 
CSX CSX Corporation
+0.92%
+$2,864.02 
EBAY eBay Inc.
+0.91%
+$1,825.18 
WBD Warner Bros. Discovery, Inc.
+0.88%
+$3,610.81 
PANW Palo Alto Networks, Inc.
+0.87%
+$3,885.68 
DIS The Walt Disney Company
+0.84%
+$2,054.8 
XOM Exxon Mobil Corporation
+0.79%
+$16,572.63 
GOOGL Alphabet Inc
+0.77%
+$30,615.53 
GOOG Alphabet Inc
+0.75%
+$26,813.51 
QCOM QUALCOMM Incorporated
+0.7%
+$4,098.2 
FDX FedEx Corporation
+0.66%
+$1,493.28 
UPS United Parcel Service, Inc.
+0.62%
+$1,490.76 
COP ConocoPhillips
+0.61%
+$3,531.36 
KO The Coca-Cola Company
+0.48%
+$4,092.06 
KR Kroger Co.
+0.48%
+$1,060.02 
SCHW Charles Schwab Corporation
+0.46%
+$2,388.26 
EOG EOG Resources, Inc.
+0.45%
+$1,297.56 
AMP Ameriprise Financial, Inc.
+0.42%
+$2,382.12 
ITW Illinois Tool Works Inc.
+0.37%
+$1,203.85 
BKNG Booking Holdings Inc.
+0.36%
+$772.12 
VZ Verizon Communications Inc.
+0.32%
+$1,882.72 
C Citigroup Inc.
+0.3%
+$965.58 
UNP Union Pacific Corporation
+0.2%
+$724.83 
PG Procter & Gamble Co
+0.17%
+$1,366.76 
NVS Novartis AG Sponsored ADR
+0.14%
+$514.8 
PGR Progressive Corporation
+0.14%
+$267.67 
PEP PepsiCo, Inc.
+0.11%
+$715.01 
MIDD The Middleby Corporation
+0.1%
+$146.06 
LLY Eli Lilly and Company
+0.09%
+$1,660.51 
CVS CVS Health Corporation
+0.06%
+$389.58 
TRV The Travelers Companies, Inc.
+0.06%
+$218.82 
DE Deere & Company
+0.05%
+$231.46 
IBIC iShares iBonds Oct 2026 Term TIPS ETF
+0.04%
+$3,043.33 
IBMO iShares iBonds Dec 2026 Term ETF
+0.04%
+$1,026.79 
RTX RTX Corporation
+0.02%
+$88.76 
IBID iShares iBonds Oct 2027 Term TIPS ETF
+0.02%
+$1,790.29 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
LECO Lincoln Electric Holdings, Inc.
-7.7%
-$46,867.49 
FCX Freeport-McMoRan Inc.
-6.64%
-$20,573.96 
HPE Hewlett Packard Enterprise Company
-5.82%
-$16,055.83 
VRT Vertiv Holdings Co
-5.34%
-$13,113.36 
LITE Lumentum Holdings Inc.
-5.16%
-$13,101.86 
LRCX Lam Research Corporation
-5.15%
-$54,877.5 
INTC Intel Corporation
-4.92%
-$40,318.07 
ORCL Oracle Corporation
-4.76%
-$42,633.36 
MU Micron Technology, Inc.
-4.46%
-$113,383.47 
URI United Rentals, Inc.
-4.2%
-$18,800.7 
WDC Western Digital Corporation
-3.98%
-$27,106.39 
MTZ MasTec, Inc. Common Stock
-3.83%
-$9,496.6 
FLEX Flex Ltd.
-3.5%
-$21,666.06 
AMKR Amkor Technology Inc.
-3.29%
-$4,875.65 
AMD Advanced Micro Devices, Inc.
-3.11%
-$38,863.12 
KLAC KLA Corporation
-3.07%
-$24,465.21 
TER Teradyne, Inc.
-3.03%
-$7,640.91 
NRG NRG Energy, Inc.
-3.02%
-$5,115.6 
SNDK SanDisk Corporation
-3.01%
-$23,609.7 
WMB The Williams Companies, Inc.
-2.81%
-$7,119.14 
IBM International Business Machines Corporation
-2.8%
-$14,587.54 
GEV GE Vernova Inc.
-2.79%
-$8,009.03 
COHR Coherent Corp.
-2.77%
-$8,121.52 
FTI TechnipFMC plc
-2.67%
-$7,980.96 
AMAT Applied Materials, Inc.
-2.66%
-$21,116.18 
GLW Corning Incorporated
-2.59%
-$10,645.32 
JBL Jabil Inc.
-2.57%
-$12,976 
PHM PulteGroup Inc.
-2.49%
-$4,395.6 
CRS Carpenter Technology Corporation
-2.41%
-$4,060.88 
MRVL Marvell Technology, Inc.
-2.39%
-$7,506.18 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-2.31%
-$607,988.9 
NVDA NVIDIA Corporation
-2.27%
-$199,222.36 
VST Vistra Corp
-2.25%
-$8,317.75 
AMGN Amgen Inc.
-2.14%
-$37,330.2 
DFAE Dimensional Emerging Core Equity Market ETF
-2.04%
-$198,951.23 
COF Capital One Financial Corporation
-1.97%
-$8,045.44 
NEM Newmont Corporation
-1.96%
-$7,984.05 
STX Seagate Technology Holdings plc
-1.96%
-$15,178.32 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.96%
-$4,984.8 
MRK Merck & Co., Inc.
-1.93%
-$19,326.15 
WSM Williams-Sonoma, Inc.
-1.92%
-$6,511.3 
ASML ASML Holding N.V. New York Registry Shares
-1.85%
-$4,035.78 
ABT Abbott Laboratories
-1.84%
-$5,224.42 
AVEM Avantis Emerging Markets Equity ETF
-1.84%
-$611,207.55 
NVT nVent Electric plc
-1.81%
-$5,171.74 
MCHP Microchip Technology Incorporated
-1.78%
-$16,760.9 
PH Parker-Hannifin Corporation
-1.78%
-$6,937.68 
GLDM SPDR Gold MiniShares Trust
-1.72%
-$249,381 
HD The Home Depot, Inc.
-1.69%
-$11,831.94 
ANET Arista Networks, Inc.
-1.67%
-$4,895.55 
FIX Comfort Systems USA, Inc.
-1.63%
-$7,177.18 
VPL Vanguard FTSE Pacific ETF
-1.6%
-$4,305.2 
EMR Emerson Electric Co.
-1.58%
-$8,712.12 
STLD Steel Dynamics Inc.
-1.55%
-$7,657.69 
FNF Fidelity National Financial, Inc.
-1.51%
-$5,850.44 
ETN Eaton Corporation plc
-1.47%
-$4,343.2 
VWO Vanguard FTSE Emerging Markets ETF
-1.45%
-$12,361.68 
R Ryder System Inc.
-1.45%
-$2,729.95 
PWR Quanta Services Inc.
-1.44%
-$6,810.89 
META Meta Platforms Inc Class A
-1.44%
-$44,631.63 
CAH Cardinal Health Inc.
-1.39%
-$3,653.96 
JCI Johnson Controls International plc
-1.39%
-$3,747.92 
CSCO Cisco Systems, Inc.
-1.39%
-$14,681.68 
APH Amphenol Corporation
-1.38%
-$11,567.36 
CAT Caterpillar Inc.
-1.31%
-$18,575.2 
WWD Woodward Inc.
-1.28%
-$2,517.03 
XLK State Street Technology Select Sector SPDR ETF
-1.27%
-$9,520 
TGT Target Corporation
-1.25%
-$3,146.09 
Q Qnity Electronics Inc.
-1.24%
-$16,223.85 
LIN Linde plc
-1.23%
-$4,916.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.23%
-$10,072.33 
IEUS iShares MSCI Europe Small-Cap ETF
-1.2%
-$2,928.58 
ROK Rockwell Automation, Inc.
-1.19%
-$2,184.4 
MPC Marathon Petroleum Corporation
-1.19%
-$5,628.75 
DFSI Dimensional International Sustainability Core 1 ETF
-1.18%
-$457,935 
GS The Goldman Sachs Group, Inc.
-1.13%
-$6,150.09 
TT Trane Technologies plc
-1.12%
-$3,164.48 
TXN Texas Instruments Inc
-1.12%
-$3,892.36 
LOW Lowe's Companies Inc.
-1.1%
-$5,624.4 
TSLA Tesla, Inc.
-1.05%
-$4,682.7 
USFD US Foods Holding Corp
-1.04%
-$2,183.62 
ORLY O'Reilly Automotive Inc.
-1.03%
-$4,550.5 
MS Morgan Stanley
-1.02%
-$7,363.4 
CMI Cummins Inc.
-1%
-$3,448.32 
DTE DTE Energy Company
-1%
-$3,623.27 
QQQ Invesco QQQ Trust, Series 1
-0.98%
-$17,606.99 
HOOD Robinhood Markets, Inc.
-0.98%
-$3,968.56 
AVDV Avantis International Small Cap Value ETF
-0.96%
-$221,307.02 
VGT Vanguard Information Technology ETF
-0.96%
-$17,205.12 
ON ON Semiconductor Corporation
-0.96%
-$1,740.12 
AVDE Avantis International Equity ETF
-0.95%
-$410,037.32 
INV Innventure Inc.
-0.95%
-$304.6 
ADI Analog Devices, Inc.
-0.94%
-$3,164.81 
MMM 3M Company
-0.93%
-$2,281.52 
EME EMCOR Group, Inc.
-0.91%
-$4,353.9 
UNH UnitedHealth Group Incorporated
-0.91%
-$4,051.28 
AVRE Avantis Real Estate ETF
-0.91%
-$191,206.26 
UTHR United Therapeutics Corporation
-0.9%
-$2,366.79 
IEFA iShares Core MSCI EAFE ETF
-0.9%
-$2,924.54 
MCK McKesson Corporation
-0.89%
-$3,379.7 
DFIC Dimensional International Core Equity Market ETF
-0.87%
-$9,548.61 
FERG Ferguson Enterprises Inc
-0.86%
-$1,699.2 
SANM Sanmina Corporation
-0.86%
-$1,532.82 
IJS iShares S&P Small-Cap 600 Value ETF
-0.86%
-$2,030 
WM Waste Management, Inc.
-0.84%
-$2,935.32 
DFAI Dimensional International Core Equity Market ETF
-0.84%
-$148,409.64 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.83%
-$2,777.46 
IBCA iShares iBonds Dec 2035 Term Corporate ETF
-0.81%
-$2,131.4 
XEL Xcel Energy Inc.
-0.81%
-$1,683.79 
DFCF Dimensional Core Fixed Income ETF
-0.79%
-$11,650.27 
DAL Delta Air Lines, Inc.
-0.78%
-$1,766.56 
BMY Bristol-Myers Squibb Company
-0.77%
-$2,426.49 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.76%
-$139,393.28 
AVIG Avantis Core Fixed Income ETF
-0.76%
-$30,663.48 
DFGR Dimensional Global Real Estate ETF
-0.75%
-$140,573.23 
DISV Dimensional International Small Cap Equity Fund
-0.73%
-$156,650.33 
DFAS Dimensional U.S. Small Cap ETF
-0.73%
-$12,168.99 
DFGP Dimensional Global Core Fixed Income Fund
-0.72%
-$149,052.72 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.71%
-$193,196.14 
HUBB Hubbell Inc.
-0.71%
-$1,560.06 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.69%
-$21,065.55 
AVGO Broadcom Inc.
-0.68%
-$9,061.11 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.68%
-$6,172.96 
DFUV Dimensional US Marketwide Value ETF
-0.68%
-$20,446.19 
RY Royal Bank of Canada
-0.68%
-$4,402.62 
PFF iShares Preferred and Income Securities ETF
-0.66%
-$1,954.8 
AEP American Electric Power Company, Inc.
-0.65%
-$1,584.16 
UAL United Airlines Holdings, Inc.
-0.65%
-$1,299.65 
IBIL iShares iBonds Oct 2035 Term TIPS ETF
-0.65%
-$1,641.28 
IBIK iShares iBonds Oct 2034 Term TIPS ETF
-0.64%
-$1,988.96 
IWB iShares Russell 1000 ETF
-0.63%
-$1,320 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.62%
-$9,936.36 
IBIJ iShares iBonds Oct 2033 Term TIPS ETF
-0.62%
-$3,834.08 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.61%
-$20,880.5 
DFUS Dimensional U.S. Equity Market ETF
-0.59%
-$51,902.73 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.59%
-$15,549.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.59%
-$53,015.82 
DFAT Dimensional US Targeted Value ETF
-0.59%
-$104,432.68 
AVUS Avantis U.S. Equity ETF
-0.59%
-$689,764.56 
MAR Marriott International Inc. - Class A
-0.58%
-$1,947.76 
WFC Wells Fargo & Company
-0.57%
-$2,566.24 
IVV iShares Core S&P 500 ETF
-0.57%
-$3,709.71 
ESGV Vanguard ESG U.S. Stock ETF
-0.57%
-$2,558.71 
SPY SPDR S&P 500 ETF Trust
-0.56%
-$8,382.95 
DFSU Dimensional US Sustainability Core 1 ETF
-0.56%
-$630,582.6 
GILD Gilead Sciences Inc.
-0.54%
-$2,662.42 
DFAU Dimensional US Core Equity Market ETF
-0.54%
-$141,055.9 
DCOR Dimensional US Core Equity 1 ETF
-0.53%
-$398,169.98 
AVUV Avantis U.S. Small Cap Value ETF
-0.51%
-$104,380.03 
GE General Electric Company
-0.5%
-$2,492.8 
RCL Royal Caribbean Group
-0.5%
-$1,285.43 
IBII iShares iBonds Oct 2032 Term TIPS ETF
-0.5%
-$26,753.62 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.49%
-$22,853.25 
LEND SEI High Yield Bond & Alternative Credit ETF
-0.48%
-$3,560.28 
GWW W.W. Grainger, Inc.
-0.46%
-$1,050.74 
OEF iShares S&P 100 ETF
-0.46%
-$698,138.55 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.45%
-$12,712.44 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$1,990.2 
DFSV Dimensional US Small Cap Value ETF
-0.44%
-$19,919.55 
IBIG iShares iBonds Oct 2030 Term TIPS ETF
-0.43%
-$30,943.77 
IBIH iShares iBonds Oct 2031 Term TIPS ETF
-0.43%
-$25,755.29 
AXP American Express Company
-0.43%
-$4,688.14 
MA Mastercard Incorporated
-0.42%
-$3,726.37 
JPM JPMorgan Chase & Co.
-0.41%
-$13,981.17 
AFL Aflac Inc.
-0.4%
-$2,634.88 
TMO Thermo Fisher Scientific Inc.
-0.39%
-$1,824.53 
AMZN Amazon.com Inc
-0.39%
-$22,929.76 
VLO Valero Energy Corporation
-0.37%
-$1,559.52 
DTM Dt Midstream Inc.
-0.35%
-$885.04 
CVX Chevron Corporation
-0.31%
-$2,072.98 
JNJ Johnson & Johnson
-0.28%
-$4,085.25 
TMUS T-Mobile US, Inc.
-0.27%
-$784.54 
BAC Bank of America Corporation
-0.26%
-$2,136.75 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.26%
-$17,659.65 
CIEN Ciena Corporation
-0.24%
-$650.32 
NSC Norfolk Southern Corporation
-0.24%
-$772.97 
IBIF iShares iBonds Oct 2029 Term TIPS ETF
-0.23%
-$20,626.08 
IBMU iShares iBonds Dec 2032 Term Muni Bond ETF
-0.2%
-$4,617.95 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.18%
-$5,775.69 
MCD McDonald's Corporation
-0.17%
-$369.6 
TROW T. Rowe Price Group, Inc.
-0.16%
-$411.25 
CL Colgate-Palmolive Company
-0.15%
-$328.51 
COST Costco Wholesale Corporation
-0.15%
-$935.48 
NFLX Netflix, Inc.
-0.14%
-$357.31 
ROST Ross Stores, Inc.
-0.12%
-$348.57 
V Visa Inc. Class A
-0.09%
-$1,377.34 
BNY BlackRock New York Municipal Income Trust
-0.09%
-$300.6 
IBIE iShares iBonds Oct 2028 Term TIPS ETF
-0.08%
-$7,375.98 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.07%
-$2,348.31 
MSFT Microsoft Corp.
-0.05%
-$4,301.25 
WMT Walmart Inc.
-0.04%
-$543.2 
BRK-B Berkshire Hathaway Inc.
-0.03%
-$427.68 
TRGP Targa Resources Corp.
-0.03%
-$73.6 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$1,358.67 
TJX The TJX Companies, Inc.
-0.02%
-$52.85 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$619.21 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2062 | Longs Won 1440/2062 69% | Profit Factor 14.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.07M |
| Average Win $232,342.65 | Best Trade (Aug 14) $31.4M | Sharpe Ratio -10.78 |
| Average Loss -$36,739.33 | Worst Trade (Mar 30) -$3.92M | Z-Score 14.16 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 2d | Expectancy $151,174.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 119,335 | $23.81M | $38.81M | - | $15M | 63% | +3.143% |
| ABBV AbbVie Inc. | 3,480 | $581,381.13 | $884,772.6 | - | $303,391.47 | 52.18% | +1.329% |
| ABT Abbott Laboratories | 2,693 | $287,274.45 | $278,159.97 | - | -$9,114.48 | -3.17% | -1.844% |
| ADI Analog Devices, Inc. | 920 | $221,094.7 | $332,699.6 | - | $111,604.9 | 50.48% | -0.942% |
| AEP American Electric Power Company, Inc. | 1,956 | $213,854.62 | $242,270.36 | - | $28,415.74 | 13.29% | -0.65% |
| AFL Aflac Inc. | 5,728 | $631,626.56 | $654,595.84 | - | $22,969.28 | 3.64% | -0.401% |
| AMAT Applied Materials, Inc. | 1,692 | $220,877.8 | $772,178.04 | - | $551,300.24 | 249.6% | -2.662% |
| AMD Advanced Micro Devices, Inc. | 2,396 | $253,521.37 | $1.21M | - | $956,159.13 | 377.15% | -3.113% |
| AMGN Amgen Inc. | 4,460 | $1.25M | $1.71M | - | $459,995.86 | 36.87% | -2.139% |
| AMKR Amkor Technology Inc. | 2,885 | $237,550.9 | $143,269.1 | - | -$94,281.8 | -39.69% | -3.291% |
| AMP Ameriprise Financial, Inc. | 1,018 | $442,533.47 | $564,195.96 | - | $121,662.49 | 27.49% | +0.424% |
| AMZN Amazon.com Inc | 23,131 | $4.62M | $5.82M | - | $1.19M | 25.8% | -0.393% |
| ANET Arista Networks, Inc. | 1,518 | $220,057.78 | $287,964.6 | - | $67,906.82 | 30.86% | -1.672% |
| APH Amphenol Corporation | 10,328 | $264,658.83 | $828,512.16 | - | $563,853.33 | 213.05% | -1.377% |
| APP AppLovin Corporation Class A Common Stock | 493 | $159,530.46 | $155,477.41 | - | -$4,053.05 | -2.54% | +3.38% |
| ASML ASML Holding N.V. New York Registry Shares | 126 | $250,669.43 | $213,883.74 | - | -$36,785.69 | -14.67% | -1.852% |
| AVDE Avantis International Equity ETF | 463,319 | $26.68M | $42.66M | - | $15.99M | 59.93% | -0.952% |
| AVDV Avantis International Small Cap Value ETF | 205,867 | $12.45M | $22.81M | - | $10.36M | 83.24% | -0.961% |
| AVEM Avantis Emerging Markets Equity ETF | 345,315 | $19.74M | $32.55M | - | $12.81M | 64.87% | -1.843% |
| AVGO Broadcom Inc. | 3,639 | $430,033.59 | $1.32M | - | $886,884.12 | 206.24% | -0.683% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $3.74M, Avantis International Equity ETF - $3.6M, Dimensional US Core Equity Market ETF - $3.26M, and Dimensional International Core Equity Market ETF - $3.25M. 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 Class A - $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 $51.57M 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 ETF - $3.12M, Dimensional International Sustainability Core 1 ETF - $2.64M, and Dimensional US Sustainability Core 1 ETF - $2.59M. 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.
