SM
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:
24.51%
Gain +0.41%
Monthly
0.54%
Yearly
6.62%
Drawdown
13.11%
$1.12B
Equity
Holdings
$1.12B
Investment
$854.4M
$297.3M
Profit +$5.11M
Realized
$32.59M
Unrealized
$264.71M
Dividends
$43.47M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.41%
Profit
$5.11M
Win %
80%
This Week
Compared To Last Week
Gain
-0.72%
Profit
-$8.07M
Win %
80%
This Month
Compared to last month
Gain
-0.77%
Profit
-$8.67M
Win %
80%
This Year
Compared to last year
Gain
5.88%
Profit
$64.28M
Win %
80%
STX Seagate Technology Holdings plc
+6.24%
+$47,255.49 
WDC Western Digital Corporation
+6.1%
+$46,217.8 
COHR Coherent Corp.
+5.9%
+$20,956.65 
INTC Intel Corporation
+5.2%
+$38,559.36 
AMD Advanced Micro Devices, Inc.
+4.99%
+$59,072.86 
SNDK SanDisk Corporation
+4.88%
+$41,099.52 
QCOM QUALCOMM Incorporated
+4.58%
+$31,087.97 
ANET Arista Networks, Inc.
+4.43%
+$11,282.29 
SCHW Charles Schwab Corporation
+3.62%
+$15,944.07 
GS The Goldman Sachs Group, Inc.
+3.35%
+$18,273.24 
PWR Quanta Services Inc.
+3.25%
+$17,279.38 
FCX Freeport-McMoRan Inc.
+3.17%
+$9,471 
HOOD Robinhood Markets, Inc.
+2.74%
+$9,601.35 
GEV GE Vernova Inc.
+2.74%
+$8,140.96 
KLAC KLA Corporation
+2.71%
+$28,896.45 
HON Honeywell International Inc.
+2.69%
+$7,035.29 
FIX Comfort Systems USA, Inc.
+2.55%
+$12,821.45 
VZ Verizon Communications Inc.
+2.44%
+$13,766.33 
JPM JPMorgan Chase & Co.
+2.43%
+$71,116.22 
AMP Ameriprise Financial, Inc.
+2.39%
+$10,953.09 
JBL Jabil Inc.
+2.38%
+$14,533.12 
PM Philip Morris International Inc.
+2.36%
+$12,160.96 
STLD Steel Dynamics Inc.
+2.29%
+$13,118.67 
CVS CVS Health Corporation
+2.22%
+$14,586.43 
NVT nVent Electric plc
+2.22%
+$6,570 
GLW Corning Incorporated
+2.12%
+$8,969.66 
DTM Dt Midstream Inc.
+2.09%
+$5,637.32 
C Citigroup Inc.
+2.07%
+$6,555.08 
BNY BlackRock New York Municipal Income Trust
+2.03%
+$5,857.92 
MPC Marathon Petroleum Corporation
+2.01%
+$6,210.08 
T AT&T Inc.
+1.98%
+$12,865.58 
V Visa Inc. Class A
+1.97%
+$25,740.3 
EME EMCOR Group, Inc.
+1.96%
+$12,373.7 
CIEN Ciena Corporation
+1.96%
+$6,941.04 
USFD US Foods Holding Corp
+1.94%
+$3,982.5 
WFC Wells Fargo & Company
+1.89%
+$8,434.32 
TROW T. Rowe Price Group, Inc.
+1.88%
+$5,793.6 
CAT Caterpillar Inc.
+1.83%
+$27,314.78 
ADI Analog Devices, Inc.
+1.83%
+$7,103.6 
MCHP Microchip Technology Incorporated
+1.79%
+$21,395.74 
BAC Bank of America Corporation
+1.78%
+$13,268.22 
MTZ MasTec, Inc. Common Stock
+1.75%
+$6,466.12 
TMUS T-Mobile US, Inc.
+1.7%
+$5,131.13 
MS Morgan Stanley
+1.67%
+$11,947.36 
ACN Accenture plc Class A
+1.64%
+$5,573.16 
TPR Tapestry Inc.
+1.58%
+$4,756.4 
UNP Union Pacific Corporation
+1.56%
+$5,384.15 
FCNCA First Citizens BancShares, Inc.
+1.55%
+$4,247.97 
COP ConocoPhillips
+1.5%
+$7,483.98 
LIN Linde plc
+1.47%
+$6,610.2 
IJS iShares S&P Small-Cap 600 Value ETF
+1.46%
+$3,421.25 
WSM Williams-Sonoma, Inc.
+1.45%
+$4,708.4 
DFAS Dimensional U.S. Small Cap ETF
+1.42%
+$23,477.47 
URI United Rentals, Inc.
+1.41%
+$6,544.72 
AXP American Express Company
+1.41%
+$15,442.56 
CMI Cummins Inc.
+1.39%
+$5,620.87 
TXN Texas Instruments Inc
+1.39%
+$5,380.72 
LRCX Lam Research Corporation
+1.37%
+$17,141.19 
AFL Aflac Inc.
+1.36%
+$9,112.29 
COF Capital One Financial Corporation
+1.35%
+$4,578.07 
DFSV Dimensional US Small Cap Value ETF
+1.35%
+$55,664.44 
AVUV Avantis U.S. Small Cap Value ETF
+1.34%
+$262,732.91 
DE Deere & Company
+1.34%
+$4,993.28 
GOOGL Alphabet Inc
+1.31%
+$55,411.32 
NEM Newmont Corporation
+1.3%
+$4,109.72 
NSC Norfolk Southern Corporation
+1.26%
+$3,864.9 
WMB The Williams Companies, Inc.
+1.24%
+$3,509.27 
CAH Cardinal Health Inc.
+1.22%
+$2,986.32 
EMR Emerson Electric Co.
+1.21%
+$6,367.44 
DTE DTE Energy Company
+1.21%
+$4,706.24 
CSX CSX Corporation
+1.18%
+$3,594.08 
RY Royal Bank of Canada
+1.18%
+$7,743.25 
TRGP Targa Resources Corp.
+1.17%
+$2,794.61 
XOM Exxon Mobil Corporation
+1.16%
+$22,201.87 
GOOG Alphabet Inc
+1.14%
+$44,228.69 
VLO Valero Energy Corporation
+1.14%
+$3,091.4 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.12%
+$10,157.44 
APP AppLovin Corporation Class A Common Stock
+1.11%
+$2,687.1 
DFAT Dimensional US Targeted Value ETF
+1.09%
+$189,817.5 
INV Innventure Inc.
+1.06%
+$1,845.88 
DFUV Dimensional US Marketwide Value ETF
+1.06%
+$30,536.53 
APH Amphenol Corporation
+1.04%
+$4,268.4 
AVDV Avantis International Small Cap Value ETF
+1.01%
+$219,184.15 
HUBB Hubbell Inc.
+1%
+$2,279.34 
ROST Ross Stores, Inc.
+0.97%
+$3,325.66 
AMAT Applied Materials, Inc.
+0.91%
+$8,527.66 
MAR Marriott International Inc. - Class A
+0.91%
+$3,694.11 
XEL Xcel Energy Inc.
+0.89%
+$1,910.3 
VST Vistra Corp
+0.89%
+$3,207.69 
XLK State Street Technology Select Sector SPDR ETF
+0.89%
+$6,520 
NRG NRG Energy, Inc.
+0.88%
+$1,603.39 
DFGR Dimensional Global Real Estate ETF
+0.87%
+$164,737.39 
EOG EOG Resources, Inc.
+0.86%
+$2,250.12 
HD The Home Depot, Inc.
+0.86%
+$6,484.78 
AVRE Avantis Real Estate ETF
+0.85%
+$172,030.13 
SLB Schlumberger Limited
+0.83%
+$1,851.63 
CVX Chevron Corporation
+0.82%
+$4,461.17 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.79%
+$12,243.01 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$6,176.88 
AVUS Avantis U.S. Equity ETF
+0.77%
+$847,410.89 
DISV Dimensional International Small Cap Equity Fund
+0.76%
+$146,331.52 
ITW Illinois Tool Works Inc.
+0.75%
+$2,286.27 
PG Procter & Gamble Co
+0.73%
+$6,598.72 
MCD McDonald's Corporation
+0.69%
+$1,651.32 
MSI Motorola Solutions, Inc.
+0.69%
+$1,621.64 
VGT Vanguard Information Technology ETF
+0.69%
+$2,944.68 
AVDE Avantis International Equity ETF
+0.67%
+$274,129.2 
GM General Motors Company
+0.67%
+$2,628.72 
DFAU Dimensional US Core Equity Market ETF
+0.67%
+$166,021.32 
MA Mastercard Incorporated
+0.66%
+$5,129.44 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.66%
+$60,831.81 
KR Kroger Co.
+0.64%
+$1,648.61 
DCOR Dimensional US Core Equity 1 ETF
+0.63%
+$423,974.73 
CSCO Cisco Systems, Inc.
+0.63%
+$7,446.51 
VIG Vanguard Dividend Appreciation ETF
+0.63%
+$2,478.13 
RCL Royal Caribbean Group
+0.62%
+$1,748.83 
AVXC Avantis Emerging Markets Ex China ETF
+0.61%
+$8,409.93 
BMY Bristol-Myers Squibb Company
+0.61%
+$1,715 
WM Waste Management, Inc.
+0.61%
+$2,431.78 
DFSU Dimensional US Sustainability Core 1 ETF
+0.61%
+$672,437.92 
VRT Vertiv Holdings Co
+0.6%
+$1,704.59 
DFUS Dimensional U.S. Equity Market ETF
+0.59%
+$50,329.92 
IVV iShares Core S&P 500 ETF
+0.59%
+$3,566.2 
ESGV Vanguard ESG U.S. Stock ETF
+0.59%
+$2,542.09 
AVEM Avantis Emerging Markets Equity ETF
+0.57%
+$190,528.74 
SPY SPDR S&P 500 ETF Trust
+0.56%
+$9,465.96 
DFAE Dimensional Emerging Core Equity Market ETF
+0.55%
+$54,478.6 
JNJ Johnson & Johnson
+0.54%
+$7,572.48 
MCK McKesson Corporation
+0.53%
+$1,843.14 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.52%
+$1,323.84 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.51%
+$136,451.25 
BRK-B Berkshire Hathaway Inc.
+0.5%
+$5,638.15 
DFAI Dimensional International Core Equity Market ETF
+0.48%
+$82,849.2 
DFIC Dimensional International Core Equity Market ETF
+0.47%
+$1,220.76 
QQQ Invesco QQQ Trust, Series 1
+0.46%
+$4,210.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.36%
+$2,938.78 
VPL Vanguard FTSE Pacific ETF
+0.36%
+$950.35 
NVDA NVIDIA Corporation
+0.35%
+$23,425.54 
UNH UnitedHealth Group Incorporated
+0.31%
+$1,369.36 
OEF iShares S&P 100 ETF
+0.3%
+$449,502.48 
LECO Lincoln Electric Holdings, Inc.
+0.29%
+$1,682.25 
DFSI Dimensional International Sustainability Core 1 ETF
+0.28%
+$105,051.37 
IEFA iShares Core MSCI EAFE ETF
+0.25%
+$805.07 
PANW Palo Alto Networks, Inc.
+0.24%
+$909.16 
MRK Merck & Co., Inc.
+0.23%
+$1,857.8 
ETN Eaton Corporation plc
+0.22%
+$606.2 
AMGN Amgen Inc.
+0.16%
+$2,580.86 
F-PD Ford Motor Company 6.500% Notes
+0.14%
+$459.09 
PH Parker-Hannifin Corporation
+0.13%
+$494.4 
LOW Lowe's Companies Inc.
+0.13%
+$734.44 
FERG Ferguson Enterprises Inc
+0.12%
+$253.68 
IBMO iShares iBonds Dec 2026 Term ETF
+0.12%
+$3,993.3 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
+0.11%
+$4,293.83 
AEP American Electric Power Company, Inc.
+0.1%
+$259.22 
FDX FedEx Corporation
+0.08%
+$204.93 
WWD Woodward Inc.
+0.05%
+$112.67 
PFF iShares Preferred and Income Securities ETF
+0.05%
+$134.96 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.05%
+$2,600.45 
GE General Electric Company
+0.04%
+$239.85 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$2,503.08 
IBID iShares iBonds Oct 2027 Term TIPS ETF
+0.04%
+$3,425.09 
RTX RTX Corporation
+0.03%
+$132.82 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$72.27 
ABBV AbbVie Inc.
+0.03%
+$220.41 
META Meta Platforms Inc Class A
+0.03%
+$616.04 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$720.32 
BP BP p.l.c. Sponsored ADR
0%
$0 
EQT
0%
$0 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
0%
$0 
IEUS iShares MSCI Europe Small-Cap ETF
0%
$0 
JCI
0%
$0 
Q
0%
$0 
UCO ProShares Ultra Bloomberg Crude Oil
-3.8%
-$39,429 
ABT Abbott Laboratories
-1.97%
-$5,325.93 
AMZN Amazon.com Inc
-1.96%
-$79,039.33 
NFLX Netflix, Inc.
-1.59%
-$5,328.93 
LNG Cheniere Energy Inc.
-1.48%
-$16,461.44 
AAPL Apple Inc.
-1.29%
-$455,119.74 
AVGO Broadcom Inc.
-1.2%
-$17,126.38 
UTHR United Therapeutics Corporation
-1.05%
-$2,955.29 
CASY Casey's General Stores Inc.
-0.95%
-$2,547.7 
MSFT Microsoft Corp.
-0.81%
-$50,956.4 
LLY Eli Lilly and Company
-0.76%
-$13,775.03 
LMT Lockheed Martin Corporation
-0.76%
-$2,552.25 
ORCL Oracle Corporation
-0.74%
-$7,561.54 
IBM International Business Machines Corporation
-0.69%
-$4,563.61 
GILD Gilead Sciences Inc.
-0.61%
-$2,668.82 
ORLY O'Reilly Automotive Inc.
-0.54%
-$2,554.08 
TSLA Tesla, Inc.
-0.51%
-$2,733.6 
WMT Walmart Inc.
-0.47%
-$5,585.43 
HWM Howmet Aerospace Inc.
-0.47%
-$1,248.75 
MU Micron Technology, Inc.
-0.46%
-$11,440.8 
HAL Halliburton Company
-0.45%
-$1,015.56 
WBD Warner Bros. Discovery, Inc.
-0.45%
-$1,755 
FTI TechnipFMC plc
-0.41%
-$1,112.73 
BKNG Booking Holdings Inc.
-0.4%
-$812.5 
TRV The Travelers Companies, Inc.
-0.36%
-$1,170.39 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.32%
-$86,849.73 
UPS United Parcel Service, Inc.
-0.26%
-$682.08 
IBIL iShares iBonds Oct 2035 Term TIPS ETF
-0.21%
-$490.93 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.2%
-$36,946.61 
IBCA iShares iBonds Dec 2035 Term Corporate ETF
-0.18%
-$432.57 
TT Trane Technologies plc
-0.18%
-$542.79 
IBII iShares iBonds Oct 2032 Term TIPS ETF
-0.17%
-$1,367.23 
AVIG Avantis Core Fixed Income ETF
-0.17%
-$7,071.05 
DFCF Dimensional Core Fixed Income ETF
-0.17%
-$2,553.39 
COST Costco Wholesale Corporation
-0.16%
-$1,086.3 
IBIH iShares iBonds Oct 2031 Term TIPS ETF
-0.15%
-$9,026.24 
IBIE iShares iBonds Oct 2028 Term TIPS ETF
-0.15%
-$13,335.12 
CL Colgate-Palmolive Company
-0.14%
-$394.55 
FLEX Flex Ltd.
-0.14%
-$1,209.23 
DFGP Dimensional Global Core Fixed Income Fund
-0.14%
-$24,327.3 
PEP PepsiCo, Inc.
-0.14%
-$897.94 
IBIJ iShares iBonds Oct 2033 Term TIPS ETF
-0.13%
-$569.24 
DIS The Walt Disney Company
-0.12%
-$287.16 
TMO Thermo Fisher Scientific Inc.
-0.11%
-$416.05 
TJX The TJX Companies, Inc.
-0.11%
-$386.46 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.1%
-$3,518.15 
IBIK iShares iBonds Oct 2034 Term TIPS ETF
-0.09%
-$274.45 
IBIG iShares iBonds Oct 2030 Term TIPS ETF
-0.08%
-$5,903.97 
IBIF iShares iBonds Oct 2029 Term TIPS ETF
-0.08%
-$6,367.72 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.07%
-$2,368.08 
NVS Novartis AG Sponsored ADR
-0.07%
-$256.4 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.06%
-$447.25 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.06%
-$184.06 
KO The Coca-Cola Company
-0.05%
-$390.08 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.05%
-$2,124.32 
GLDM SPDR Gold MiniShares Trust
-0.04%
-$5,200.35 
IBIC iShares iBonds Oct 2026 Term TIPS ETF
-0.02%
-$1,650.59 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.01%
-$312.27 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.01%
-$399.09 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1840 | Longs Won 1337/1840 72% | Profit Factor 23.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.05M |
| Average Win $232,221.86 | Best Trade (Jun 12) $28.03M | Sharpe Ratio -4.6 |
| Average Loss -$26,196.51 | Worst Trade (Sep 30) -$2.02M | Z-Score 19.75 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 4d | Expectancy $161,578.15 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
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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