William Bromley Portfolio

Invests via Innova Wealth Partners | Managed by William “Chip” Bromley Jr., Ian Foster

Invests via Innova Wealth Partners

Managed by William “Chip” Bromley Jr., Ian Foster

Automatically Tracked

Tracking: 0 Updated: 17 hours ago

William Bromley Profile

With a background steeped in financial services, William Bromley has carved out a notable presence as an investment leader. His extensive experience spans various roles within prominent firms, where he has specialized in aligning capital deployment with strategic business objectives. Notably recognized for his insights on market dynamics and trends, he plays an influential role in fostering relationships that bridge investors with transformative opportunities. Bromley's unique understanding of sectoral nuances and competitive landscapes positions him effectively to drive impactful initiatives across multiple asset classes.

Investment Philosophy & Strategy

William Bromley approaches investment through a lens of operational improvement and strategic flexibility. His extensive career has instilled a deep appreciation for identifying inefficiencies within businesses, enabling him to propose enhancements that drive growth and profitability. By leveraging insights gathered from market analysis and competitive evaluation, he focuses on aligning resources with impactful opportunities in various sectors. The emphasis is on nurturing dynamic partnerships that yield sustainable advantages, ultimately translating into value creation across portfolios. This distinctive blend of operational insight and flexible strategy positions him as an influential architect of innovative investment solutions.

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:

31.82%

Gain +1.15%

Monthly

0.55%

Yearly

6.82%

Drawdown

10.88%

$223.87M

Equity

Holdings

$223.87M

Investment

$197.35M

$64.16M

Profit +$2.71M

Realized

$37.64M

Unrealized

$26.52M

Dividends

$15.92M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

1.15%

Profit

$2.71M

Win %

75%

This Week

Compared To Last Week

Gain

-1.02%

Profit

-$2.31M

Win %

75%

This Month

Compared to last month

Gain

-1.1%

Profit

-$2.48M

Win %

75%

This Year

Compared to last year

Gain

-0.16%

Profit

$995,444.35

Win %

76%

Gainers
Losers

LRCX Lam Research Corporation

+12.65%

+$39,009.76

EURL Direxion Daily FTSE Europe Bull 3X Shares

+9.93%

+$32,513.83

TQQQ ProShares UltraPro QQQ

+9.73%

+$66,901.24

SWK Stanley Black & Decker Inc.

+7.36%

+$20,007

QLD ProShares Ultra QQQ

+6.65%

+$107,421.5

UGL ProShares Ultra Gold

+6.04%

+$10,824.72

ORLA Orla Mining Ltd.

+6.03%

+$12,246.63

FRDM Freedom 100 Emerging Markets ETF

+5.99%

+$34,566.7

UDOW ProShares UltraPro Dow30

+5.53%

+$36,101.2

SLV iShares Silver Trust

+5.51%

+$25,193.62

GLW Corning Incorporated

+5.01%

+$36,687.36

CAT Caterpillar Inc.

+4.83%

+$22,116.92

AMGN Amgen Inc.

+4.79%

+$25,847.2

QMOM Alpha U.S. Quantitative Momentum ETF

+4.65%

+$56,637.34

TSLA Tesla, Inc.

+4.63%

+$9,983.55

GEV GE Vernova Inc.

+4.58%

+$12,299.24

LMT Lockheed Martin Corporation

+4.57%

+$14,687.99

RSSX Return Stacked U.S. Stocks & Bonds ETF

+4.55%

+$38,363.09

EEM iShares MSCI Emerging Markets ETF

+4.42%

+$112,744.06

IMOM Alpha International Quantitative Momentum ETF

+4.36%

+$31,743.18

BRC Brady Corporation

+4.28%

+$8,541.45

DY Dycom Industries Inc.

+4.22%

+$20,019.16

CMI Cummins Inc.

+4.03%

+$68,735.68

RTX RTX Corporation

+3.83%

+$10,696.4

XLK State Street Technology Select Sector SPDR ETF

+3.75%

+$25,857

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+3.63%

+$41,695

SPDW SPDR Portfolio Developed World ex-US ETF

+3.63%

+$12,184.1

SSO ProShares Ultra S&P500

+3.49%

+$129,612.48

AVGO Broadcom Inc.

+3.47%

+$26,948.08

GS The Goldman Sachs Group, Inc.

+3.43%

+$13,102.61

VXUS Vanguard Total International Stock Index Fund Investor Shares

+3.33%

+$38,854.75

VEU Vanguard FTSE All-World ex-US ETF

+3.29%

+$13,475.56

GSK GSK plc Sponsored ADR

+3.28%

+$11,659.2

QQQ Invesco QQQ Trust, Series 1

+3.28%

+$88,526.82

XLB Materials Select Sector SPDR Fund

+3.27%

+$115,211.16

EWJ iShares MSCI Japan ETF

+3.25%

+$40,559.4

XLI Industrial Select Sector SPDR Fund

+3.24%

+$145,754.01

VGK Vanguard FTSE Europe ETF

+3.22%

+$193,983.12

EFA iShares MSCI EAFE ETF

+3.12%

+$112,284.57

RSSB Return Stacked Global Stocks & Bonds ETF

+3.1%

+$13,075.04

GLD SPDR Gold Shares

+3.1%

+$60,119.29

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

+3.01%

+$14,021.09

IWM iShares Russell 2000 ETF

+2.99%

+$16,168.76

VXF Vanguard Extended Market ETF

+2.98%

+$10,875.19

EFV iShares MSCI EAFE Value ETF

+2.57%

+$20,988.38

XLY Consumer Discretionary Select Sector SPDR Fund

+2.51%

+$5,796.9

IJR iShares Core S&P Small-Cap ETF

+2.47%

+$9,864.71

VT Vanguard Total World Stock ETF

+2.44%

+$9,168.6

VWO Vanguard FTSE Emerging Markets ETF

+2.39%

+$7,438.2

BMY Bristol-Myers Squibb Company

+2.37%

+$9,389.16

NTSX WisdomTree U.S. Efficient Core Fund

+2.27%

+$29,649.1

HD The Home Depot, Inc.

+2.26%

+$7,721.9

LOW Lowe's Companies Inc.

+2.26%

+$6,378.16

PFE Pfizer Inc.

+2.23%

+$3,862.89

NVDA NVIDIA Corporation

+2.17%

+$23,914.6

RSST Return Stacked U.S. Stocks & Managed Futures ETF

+2.15%

+$139,581.9

LLY Eli Lilly and Company

+2.13%

+$35,249.76

DIA SPDR Dow Jones Industrial Average ETF Trust

+1.85%

+$10,456.56

VTI VANGUARD TOTAL STOCK MKT ETF

+1.83%

+$57,017.67

CEG Constellation Energy Corporation

+1.82%

+$9,089.01

VUG Vanguard Growth ETF

+1.78%

+$5,784.18

QVAL Alpha Architect U.S. Quantitative Value ETF

+1.74%

+$20,131.29

SPY SPDR S&P 500 ETF Trust

+1.73%

+$74,116.62

VOO Vanguard S&P 500 ETF

+1.72%

+$71,645.07

IVV iShares Core S&P 500 ETF

+1.72%

+$15,299.46

SCHX Schwab U.S. Large-Cap ETF

+1.71%

+$9,449.16

VTV Vanguard Value ETF

+1.68%

+$6,319.02

RSP Invesco S&P 500 Equal Weight ETF

+1.59%

+$13,505.45

UTG Reaves Utility Income Fund

+1.59%

+$5,973.03

IVAL Alpha Architect International Quantitative Value ETF

+1.51%

+$10,090.28

AMZN Amazon.com Inc

+1.45%

+$14,810.85

QLTY GMO U.S. Quality ETF

+1.41%

+$4,587.36

JPM JPMorgan Chase & Co.

+1.4%

+$7,680.94

AAPL Apple Inc.

+1.39%

+$41,411.25

MRK Merck & Co., Inc.

+1.39%

+$2,730.76

TLT iShares 20+ Year Treasury Bond ETF

+1.28%

+$18,759.99

PRU Prudential Financial, Inc.

+1.27%

+$2,753.7

RSSY Return Stacked U.S. Stocks & Bonds Yield ETF

+1.25%

+$62,342.24

VIG Vanguard Dividend Appreciation ETF

+1.19%

+$43,727.59

VCLT Vanguard Long-Term Corporate Bond Fund

+1.18%

+$6,496.87

VOOV Vanguard S&P 500 Value ETF

+1.09%

+$14,728.77

XLC Communication Services Select Sector SPDR Fund

+0.99%

+$3,419.89

GOOG Alphabet Inc

+0.91%

+$8,223.55

IBM International Business Machines Corporation

+0.91%

+$5,952.02

MCD McDonald's Corporation

+0.83%

+$2,006.91

SCHD Schwab U.S. Dividend Equity ETF

+0.82%

+$3,404.19

XLV Health Care Select Sector SPDR Fund

+0.81%

+$1,928.62

IEF iShares 7-10 Year Treasury Bond ETF

+0.69%

+$44,303.35

DVY iShares Select Dividend ETF

+0.59%

+$1,247.52

BNDX Vanguard Total International Bond ETF

+0.58%

+$1,937.6

AGG iShares Core U.S. Aggregate Bond ETF

+0.57%

+$58,861.6

RWX SPDR Dow Jones International Real Estate ETF

+0.56%

+$3,098.1

RSBY Return Stacked Bonds & Futures Yield ETF

+0.54%

+$5,972.93

WFC Wells Fargo & Company

+0.54%

+$1,156.76

RSBT RTRN Stock Bonds & Managed Futures Fund

+0.48%

+$20,428.74

GOOGL Alphabet Inc

+0.42%

+$1,475.57

AIZ Assurant Inc.

+0.42%

+$1,005.8

ICF iShares Cohen & Steers Realty Majors ETF

+0.41%

+$20,670.72

MAIN Main Street Capital Corporation

+0.39%

+$1,645.2

TIP iShares TIPS Bond ETF

+0.35%

+$744.42

HALO Halozyme Therapeutics Inc.

+0.33%

+$985.09

BRK-B Berkshire Hathaway Inc.

+0.29%

+$700.06

MUB iShares National Muni Bond ETF

+0.21%

+$584.1

PEG Public Service Enterprise Group Incorporated

+0.2%

+$504.68

RZV Invesco S&P SmallCap 600 Pure Value ETF

+0.19%

+$3,071.38

SHY iShares 1-3 Year Treasury Bond ETF

+0.18%

+$47,721.45

XLU Utilities Select Sector SPDR Fund

+0.08%

+$3,489.71

SHYD VanEck Short High Yield Municipal Fund

+0.02%

+$56.37

SHV iShares Short Treasury Bond ETF

+0.01%

+$53.38

VBIL Vanguard 3-Month Treasury Bill ETF

+0.01%

+$31.71

JAAA Janus Henderson AAA CLO ETF

+0.01%

+$821.91

BIL SPDR Bloomberg 1-3 Month T-Bill ETF

+0.01%

+$113.39

ABC AmerisourceBergen Corporation

TDBKF Toronto Dominion Bank (ON)

ORCL Oracle Corporation

-8.58%

-$42,760.5

SPGI S&P Global Inc.

-3.03%

-$8,947.56

EFO ProShares Ultra MSCI EAFE

-2.87%

-$7,476.28

XOM Exxon Mobil Corporation

-2.68%

-$38,510.68

CVX Chevron Corporation

-2.1%

-$13,535.98

MCO Moody's Corporation

-2%

-$5,919.57

XLE Energy Select Sector SPDR Fund

-1.97%

-$91,406.6

DOW Dow Inc.

-1.8%

-$916.97

MSFT Microsoft Corp.

-1.77%

-$46,675.98

EXE Expand Energy Corporation

-1.67%

-$3,130.2

ALL Allstate Corporation

-1.67%

-$6,244.02

ROMO Strategy Shares Newfound/ReSolve Robust Momentum ETF

-1.36%

-$16,942.42

PM Philip Morris International Inc.

-1.27%

-$6,293.33

KO The Coca-Cola Company

-1.27%

-$3,482.1

V Visa Inc. Class A

-1.21%

-$7,058.98

DBC Invesco DB Commodity Index Tracking Fund

-1.1%

-$3,877.12

PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF

-1.09%

-$25,298.31

WMB The Williams Companies, Inc.

-0.91%

-$3,436.78

CB Chubb Limited

-0.82%

-$2,913.24

COST Costco Wholesale Corporation

-0.82%

-$4,301.37

TTE TotalEnergies SE

-0.81%

-$3,464.64

SO The Southern Company

-0.79%

-$1,798.19

DRN Direxion Daily Real Estate Bull 3X Shares

-0.72%

-$1,058.96

ED Consolidated Edison, Inc.

-0.7%

-$2,704.41

MA Mastercard Incorporated

-0.54%

-$2,127.84

META Meta Platforms Inc Class A

-0.45%

-$2,706.53

PG Procter & Gamble Co

-0.45%

-$3,631.42

PEP PepsiCo, Inc.

-0.44%

-$1,991.46

NEE NextEra Energy, Inc.

-0.39%

-$723.36

XLP Consumer Staples Select Sector SPDR Fund

-0.27%

-$9,146.87

RSBA Return Stacked Bonds & Managed Risk ETF

-0.25%

-$2,263.05

CZNC Citizens & Northern Corporation

-0.2%

-$453.01

DBMF iMGP DBi Managed Futures Strategy ETF

-0.2%

-$2,014.44

XLRE The Real Estate Select Sector SPDR Fund

-0.18%

-$521.36

AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H

-0.16%

-$5,920.88

AEP American Electric Power Company, Inc.

-0.1%

-$387.4

WMT Walmart Inc.

-0.09%

-$467.06

SPLV Invesco S&P 500 Low Volatility ETF

-0.09%

-$762.25

ABBV AbbVie Inc.

-0.08%

-$1,171.16

JNJ Johnson & Johnson

-0.05%

-$355.96

VZ Verizon Communications Inc.

-0.04%

-$159.86

JKH iShares Morningstar Mid-Cap Growth ETF

-0.03%

-$95.1

BOXX Alpha Architect 1-3 Month Boxx Fund

-0.02%

-$1,623.36

Events

Dividends

Dividend Analysis

No Data

Trades 1540	Longs Won 896/1540 58%	Profit Factor 4.12
Profitability	Shorts Won 0/0 0%	Standard Deviation $190,542.57
Average Win $94,579.27	Best Trade (Sep 29) $1.97M	Sharpe Ratio -9.23
Average Loss -$31,960.09	Worst Trade (Dec 31) -$1M	Z-Score -0.26 (20.18%)
Commissions $0	Avg. Trade Length 11m 2w 1d	Expectancy $41,662.81

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	6,993	6,294	5,594	4,895	4,196	3,497	2,797	2,098	1,399	699

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Returns

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Holdings
History

Positions (157)
Options (0)

Option values are updated at end of day.

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Trades (1104)
Options (0)

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William Bromley Portfolio

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