WB
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
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.
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.
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:
38.81%
Gain +0.83%
Monthly
0.64%
Yearly
7.99%
Drawdown
11.81%
$248.16M
Equity
Holdings
$248.16M
Investment
$219.19M
$64.06M
Profit +$1.6M
Realized
$35.09M
Unrealized
$28.97M
Dividends
$17.22M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.83%
Profit
$1.6M
Win %
77%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$1.18M
Win %
77%
This Month
Compared to last month
Gain
-0.14%
Profit
-$353,630.14
Win %
77%
This Year
Compared to last year
Gain
2.21%
Profit
$5.37M
Win %
76%
ORLA Orla Mining Ltd.
+5.65%
+$14,433.91 
SVIX -1X Short VIX Futures ETF
+4.1%
+$96,035.5 
GEV GE Vernova Inc.
+3.8%
+$10,877.9 
DY Dycom Industries Inc.
+3.63%
+$10,363 
ORCL Oracle Corporation
+3.18%
+$12,077.6 
TQQQ ProShares UltraPro QQQ
+3%
+$20,492.16 
GLW Corning Incorporated
+2.85%
+$6,987.84 
DRN Direxion Daily Real Estate Bull 3X Shares
+2.82%
+$6,571.53 
UPRO ProShares UltraPro S&P500
+2.82%
+$6,658.52 
UDOW ProShares UltraPro Dow30
+2.79%
+$19,745.9 
CRDO Credo Technology Group Holding Ltd.
+2.67%
+$6,342.96 
CSCO Cisco Systems, Inc.
+2.49%
+$2,613 
SLV iShares Silver Trust
+2.38%
+$10,898.35 
CAT Caterpillar Inc.
+2.31%
+$9,990.66 
ASML ASML Holding N.V. New York Registry Shares
+2.22%
+$8,060.05 
META Meta Platforms Inc Class A
+2.19%
+$16,932 
EWJ iShares MSCI Japan ETF
+2.19%
+$30,829.21 
QLD ProShares Ultra QQQ
+2.05%
+$32,674.11 
SSO ProShares Ultra S&P500
+1.89%
+$74,997.34 
AAPL Apple Inc.
+1.82%
+$53,156.43 
QMOM Alpha U.S. Quantitative Momentum ETF
+1.81%
+$27,686.79 
GLD SPDR Gold Shares
+1.79%
+$40,434.27 
CMI Cummins Inc.
+1.75%
+$26,058.78 
FCX Freeport-McMoRan Inc.
+1.73%
+$9.84 
ABBV AbbVie Inc.
+1.67%
+$26,309.76 
INOD Innodata Inc.
+1.67%
+$2,821.38 
GOOGL Alphabet Inc
+1.62%
+$5,299.3 
GOOG Alphabet Inc
+1.6%
+$14,357.7 
CEG Constellation Energy Corporation
+1.56%
+$9,206.83 
AMZN Amazon.com Inc
+1.56%
+$24,020.16 
BX Blackstone Inc.
+1.46%
+$5,347.26 
XLK State Street Technology Select Sector SPDR ETF
+1.45%
+$64,802.16 
EEM iShares MSCI Emerging Markets ETF
+1.41%
+$21,925.89 
AVGO Broadcom Inc.
+1.41%
+$10,617.2 
IMOM Alpha International Quantitative Momentum ETF
+1.38%
+$12,705.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.37%
+$52,107.49 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.36%
+$4,832.34 
HD The Home Depot, Inc.
+1.32%
+$4,250.08 
EFV iShares MSCI EAFE Value ETF
+1.3%
+$20,246.51 
IVAL Alpha Architect International Quantitative Value ETF
+1.28%
+$12,285.33 
FRDM Freedom 100 Emerging Markets ETF
+1.27%
+$11,069.82 
VEU Vanguard FTSE All-World ex-US ETF
+1.25%
+$5,345.69 
IBM International Business Machines Corporation
+1.24%
+$7,007.28 
EFA iShares MSCI EAFE ETF
+1.24%
+$18,409.63 
XLI Industrial Select Sector SPDR Fund
+1.22%
+$47,708.96 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.22%
+$14,261.41 
RZV Invesco S&P SmallCap 600 Pure Value ETF
+1.2%
+$25,045.38 
LRCX Lam Research Corporation
+1.16%
+$3,303.66 
JSMD Janus Small-Mid Cap Growth Alpha Fund
+1.14%
+$2,559.53 
RSSY Return Stacked U.S. Stocks & Bonds Yield ETF
+1.11%
+$71,503.85 
VUG Vanguard Growth ETF
+1.11%
+$4,626.9 
JPM JPMorgan Chase & Co.
+1.11%
+$6,730.66 
ROMO Strategy Shares Newfound/ReSolve Robust Momentum ETF
+1.11%
+$14,267.68 
RSSB Return Stacked Global Stocks & Bonds ETF
+1.11%
+$4,761.02 
BRC Brady Corporation
+1.09%
+$2,399.21 
NTSX WisdomTree U.S. Efficient Core Fund
+1.07%
+$14,596.47 
VZ Verizon Communications Inc.
+1.06%
+$4,252.19 
XLC Communication Services Select Sector SPDR Fund
+1.03%
+$4,665.55 
QQQ Invesco QQQ Trust, Series 1
+1.03%
+$45,518.64 
VT Vanguard Total World Stock ETF
+1.02%
+$5,161.54 
VGK Vanguard FTSE Europe ETF
+1.01%
+$7,883.08 
PM Philip Morris International Inc.
+1%
+$5,196.5 
IVV iShares Core S&P 500 ETF
+0.98%
+$9,097.79 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.97%
+$6,033.31 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.97%
+$5,427.78 
LOW Lowe's Companies Inc.
+0.97%
+$2,477.6 
SPY SPDR S&P 500 ETF Trust
+0.96%
+$90,627.82 
ICF iShares Cohen & Steers Realty Majors ETF
+0.96%
+$70,442.19 
VOO Vanguard S&P 500 ETF
+0.95%
+$41,941.55 
IWV ISHARES RUSSELL 3000 ETF
+0.95%
+$2,119.7 
XLRE The Real Estate Select Sector SPDR Fund
+0.95%
+$2,727.73 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.95%
+$26,196 
SCHX Schwab U.S. Large-Cap ETF
+0.94%
+$12,301.24 
IWM iShares Russell 2000 ETF
+0.91%
+$5,289.78 
QVAL Alpha Architect U.S. Quantitative Value ETF
+0.9%
+$15,156.06 
UTG Reaves Utility Income Fund
+0.89%
+$3,338.95 
VOOV Vanguard S&P 500 Value ETF
+0.87%
+$17,389.12 
GS The Goldman Sachs Group, Inc.
+0.86%
+$3,369.24 
WFC Wells Fargo & Company
+0.86%
+$2,025.87 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.86%
+$2,032.5 
VXF Vanguard Extended Market ETF
+0.85%
+$3,168 
VWO Vanguard FTSE Emerging Markets ETF
+0.84%
+$18,362.31 
QLTY GMO U.S. Quality ETF
+0.84%
+$2,857.04 
JNJ Johnson & Johnson
+0.84%
+$6,984.37 
VIG Vanguard Dividend Appreciation ETF
+0.82%
+$28,813.23 
IJR iShares Core S&P Small-Cap ETF
+0.79%
+$3,239.04 
AEP American Electric Power Company, Inc.
+0.78%
+$2,812.8 
SWK Stanley Black & Decker Inc.
+0.77%
+$2,394.07 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.77%
+$2,523.24 
VTV Vanguard Value ETF
+0.76%
+$2,990.38 
RSIT Return Stacked International Stocks & Managed Futures ETF
+0.75%
+$9,537.76 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.74%
+$3,999.32 
PG Procter & Gamble Co
+0.73%
+$4,040.36 
GSK GSK plc Sponsored ADR
+0.71%
+$2,359.6 
RSP Invesco S&P 500 Equal Weight ETF
+0.7%
+$9,962.61 
XLB Materials Select Sector SPDR Fund
+0.67%
+$24,999.18 
BAC Bank of America Corporation
+0.66%
+$1,661.32 
XLU Utilities Select Sector SPDR Fund
+0.64%
+$26,279.91 
NVDA NVIDIA Corporation
+0.63%
+$7,826.81 
MSFT Microsoft Corp.
+0.61%
+$20,622 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+0.59%
+$48,513.46 
DVY iShares Select Dividend ETF
+0.57%
+$1,385.52 
CVX Chevron Corporation
+0.56%
+$4,078.8 
MCO Moody's Corporation
+0.54%
+$1,664.13 
SO The Southern Company
+0.54%
+$1,126.12 
SCHD Schwab U.S. Dividend Equity ETF
+0.48%
+$2,951.38 
WMT Walmart Inc.
+0.48%
+$2,152.2 
TSLA Tesla, Inc.
+0.44%
+$904 
CTRE CareTrust REIT Inc.
+0.44%
+$909.84 
TSCO Tractor Supply Company
+0.43%
+$1,254.94 
XLE Energy Select Sector SPDR Fund
+0.42%
+$20,070.72 
MAIN Main Street Capital Corporation
+0.41%
+$1,858.86 
KO The Coca-Cola Company
+0.38%
+$1,116.39 
PRU Prudential Financial, Inc.
+0.37%
+$904.2 
SPLV Invesco S&P 500 Low Volatility ETF
+0.37%
+$3,518.1 
XLF Financial Select Sector SPDR Fund
+0.35%
+$13,992.4 
XLP Consumer Staples Select Sector SPDR Fund
+0.34%
+$12,578.16 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.33%
+$2,224.9 
MUB iShares National Muni Bond ETF
+0.31%
+$828.45 
V Visa Inc. Class A
+0.29%
+$1,926.75 
TD The Toronto-Dominion Bank
+0.27%
+$753.92 
XLV Health Care Select Sector SPDR Fund
+0.25%
+$10,051.56 
AGG iShares Core U.S. Aggregate Bond ETF
+0.24%
+$15,316.39 
YOU Clear Secure Inc.
+0.23%
+$415 
XOM Exxon Mobil Corporation
+0.23%
+$3,685.61 
BRK-B Berkshire Hathaway Inc.
+0.23%
+$530.84 
RTX RTX Corporation
+0.22%
+$698.72 
IEF iShares 7-10 Year Treasury Bond ETF
+0.22%
+$1,020.01 
ED Consolidated Edison, Inc.
+0.21%
+$789.8 
AIZ Assurant Inc.
+0.19%
+$533.01 
PEG Public Service Enterprise Group Incorporated
+0.17%
+$375 
BNDX Vanguard Total International Bond ETF
+0.15%
+$484.4 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.12%
+$4,837.32 
PEP PepsiCo, Inc.
+0.11%
+$450.48 
MRK Merck & Co., Inc.
+0.1%
+$252.79 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.1%
+$943.85 
TTE TotalEnergies SE
+0.1%
+$430.83 
BMY Bristol-Myers Squibb Company
+0.06%
+$329.56 
MA Mastercard Incorporated
+0.05%
+$224.37 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$4,015.46 
HALO Halozyme Therapeutics Inc.
+0.03%
+$185.19 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$112.32 
SHV iShares Short Treasury Bond ETF
+0.03%
+$117.19 
WMB The Williams Companies, Inc.
+0.03%
+$104.7 
SPGI S&P Global Inc.
+0.02%
+$67.36 
SHY iShares 1-3 Year Treasury Bond ETF
+0.02%
+$2,890.62 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$1,817.52 
AMGN Amgen Inc.
+0.01%
+$80.64 
MCD McDonald's Corporation
+0.01%
+$17.12 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
RSSX Return Stacked U.S. Stocks & Bonds ETF
-2.23%
-$22,061.26 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.51%
-$76,915.44 
DBC Invesco DB Commodity Index Tracking Fund
-1.5%
-$6,118.58 
RSBY Return Stacked Bonds & Futures Yield ETF
-0.75%
-$14,885.5 
RSBA Return Stacked Bonds & Managed Risk ETF
-0.69%
-$9,230.42 
LMT Lockheed Martin Corporation
-0.61%
-$2,005.56 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.47%
-$30,963.45 
CB Chubb Limited
-0.4%
-$1,453.91 
COR Cencora, Inc.
-0.32%
-$776.25 
CZNC Citizens & Northern Corporation
-0.29%
-$755.02 
LLY Eli Lilly and Company
-0.27%
-$5,232 
ALL Allstate Corporation
-0.06%
-$270.24 
RSBT RTRN Stock Bonds & Managed Futures Fund
-0.05%
-$2,450.69 
TIP iShares TIPS Bond ETF
-0.02%
-$52.55 
COST Costco Wholesale Corporation
-0.01%
-$71.02 Events
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Dividends
Dividend Analysis
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| Trades 1693 | Longs Won 1058/1693 62% | Profit Factor 3.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $190,656.06 |
| Average Win $87,609.27 | Best Trade (Sep 29) $1.97M | Sharpe Ratio -9.3 |
| Average Loss -$45,094.97 | Worst Trade (Dec 30) -$1.13M | Z-Score 0.04 (3.49%) |
| Commissions $0 | Avg. Trade Length 11m 3w 1d | Expectancy $37,835.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,495 | 4,945 | 4,396 | 3,846 | 3,297 | 2,747 | 2,198 | 1,648 | 1,099 | 549 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,964 | $2.25M | $2.98M | - | $731,135.56 | 32.5% | +1.816% |
| ABBV AbbVie Inc. | 6,176 | $1.1M | $1.6M | - | $498,997.48 | 45.27% | +1.671% |
| AEP American Electric Power Company, Inc. | 2,930 | $330,184.19 | $364,579.9 | - | $34,395.71 | 10.42% | +0.778% |
| AGG iShares Core U.S. Aggregate Bond ETF | 66,593 | $6.58M | $6.41M | - | -$170,943.25 | -2.6% | +0.239% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 161,244 | $4.07M | $4.14M | - | $69,100.89 | 1.7% | +0.117% |
| AIZ Assurant Inc. | 978 | $236,582.24 | $275,321.67 | - | $38,739.43 | 16.37% | +0.194% |
| ALL Allstate Corporation | 1,689 | $344,679.22 | $425,003.07 | - | $80,323.85 | 23.3% | -0.064% |
| AMGN Amgen Inc. | 1,680 | $563,946 | $642,630.24 | - | $78,684.24 | 13.95% | +0.013% |
| AMZN Amazon.com Inc | 6,112 | $1.2M | $1.56M | - | $359,181.7 | 29.82% | +1.56% |
| ASML ASML Holding N.V. New York Registry Shares | 215 | $427,729.59 | $370,857.5 | - | -$56,872.09 | -13.3% | +2.222% |
| AVGO Broadcom Inc. | 2,090 | $428,196.47 | $764,751.9 | - | $336,555.43 | 78.6% | +1.408% |
| BAC Bank of America Corporation | 4,052 | $230,882.96 | $255,154.44 | - | $24,271.48 | 10.51% | +0.655% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 3,744 | $343,100.16 | $342,576 | - | -$524.16 | -0.15% | +0.033% |
| BMY Bristol-Myers Squibb Company | 8,239 | $406,495.78 | $525,565.81 | - | $119,070.03 | 29.29% | +0.063% |
| BNDX Vanguard Total International Bond ETF | 6,920 | $339,441.64 | $325,482.2 | - | -$13,959.44 | -4.11% | +0.149% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 90,876 | $10.19M | $10.74M | - | $545,330.33 | 5.35% | +0.017% |
| BRC Brady Corporation | 2,566 | $201,108.59 | $222,831.44 | - | $21,722.85 | 10.8% | +1.088% |
| BRK-B Berkshire Hathaway Inc. | 465 | $240,735.17 | $236,285.84 | - | -$4,449.33 | -1.85% | +0.225% |
| BX Blackstone Inc. | 2,922 | $343,831.74 | $371,795.28 | - | $27,963.54 | 8.13% | +1.459% |
| CAT Caterpillar Inc. | 538 | $309,815.74 | $443,080.66 | - | $133,264.92 | 43.01% | +2.307% |
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FAQ
Which stocks have generated the highest profits for William Bromley?
The largest contributions to the portfolio's profits come from the following stocks: -1X Short VIX Futures ETF - $5.02M, SPDR Gold Shares - $4.22M, Communication Services Select Sector SPDR Fund - $4.01M, Energy Select Sector SPDR Fund - $3.3M, and State Street Technology Select Sector SPDR ETF - $3.17M. 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: iShares 7-10 Year Treasury Bond ETF - $2.79M, iShares 20+ Year Treasury Bond ETF - $1.76M, iShares U.S. Home Construction ETF - $1.13M, iShares Core U.S. Aggregate Bond ETF - $728,554.16, and M/I Homes Inc - $427,080.79. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William Bromley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.22M earned over time. The largest contributors to dividend income include iShares 1-3 Year Treasury Bond ETF - $2.43M, iShares Core U.S. Aggregate Bond ETF - $1.26M, iMGP DBi Managed Futures Strategy ETF - $1.12M, Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF - $840,785.44, and iShares 7-10 Year Treasury Bond ETF - $740,780.74. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Bromley's monthly returns?
William Bromley's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can William Bromley's strategy be considered aggressive or moderate?
William Bromley's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow William Bromley's strategy?
William Bromley's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
