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:
45.34%
Gain +0.54%
Monthly
0.62%
Yearly
7.75%
Drawdown
11.89%
$259.12M
Equity
Holdings
$259.12M
Investment
$232.45M
$63.45M
Profit +$1.03M
Realized
$36.79M
Unrealized
$26.66M
Dividends
$17.86M
Goals
Avg. 61% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.54%
Profit
$1.03M
Win %
75%
This Week
Compared To Last Week
Gain
0.4%
Profit
$1.03M
Win %
75%
This Month
Compared to last month
Gain
1.08%
Profit
$2.77M
Win %
75%
This Year
Compared to last year
Gain
1.08%
Profit
$2.77M
Win %
75%
NOK Nokia Corporation Sponsored ADR
+7%
+$28.5 
TSLA Tesla, Inc.
+6.32%
+$15,395.77 
GEV GE Vernova Inc.
+5.02%
+$15,229.68 
CRDO Credo Technology Group Holding Ltd
+4.68%
+$10,417.7 
LMT Lockheed Martin Corporation
+3.95%
+$14,560.71 
TQQQ ProShares UltraPro QQQ
+3.94%
+$23,385.6 
LRCX Lam Research Corp.
+3.75%
+$8,257.95 
DY Dycom Industries, Inc.
+3.45%
+$7,461.36 
RTX RTX Corporation
+3.03%
+$9,125.05 
QLD ProShares Ultra QQQ
+2.66%
+$41,625.33 
AVGO Broadcom Inc.
+2.61%
+$17,449.21 
GS The Goldman Sachs Group, Inc.
+2.49%
+$8,258.41 
SVIX -1x Short VIX Futures ETF
+2.49%
+$53,164.98 
NVDA NVIDIA Corporation
+2.48%
+$32,749.94 
UPRO ProShares UltraPro S&P 500
+2.35%
+$4,878.22 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.83%
+$10,741.37 
PM Philip Morris International Inc.
+1.8%
+$9,745.2 
XLK State Street Technology Select Sector SPDR ETF
+1.77%
+$75,449.88 
QMOM Alpha Architect U.S. Quantitative Momentum ETF
+1.76%
+$28,399.4 
ASML ASML Holding N.V. NY Registered Shares
+1.67%
+$6,023.69 
SSO ProShares Ultra S&P 500
+1.6%
+$63,179.6 
IMOM Alpha Architect International Quantitative Momentum ETF
+1.5%
+$14,402.75 
INOD Innodata Inc.
+1.4%
+$2,679.24 
XLI State Street Industrial Select Sector SPDR ETF
+1.4%
+$50,151.5 
CMI Cummins Inc.
+1.34%
+$18,820.9 
MAGS Roundhill Magnificent Seven Fund
+1.34%
+$141 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
+1.33%
+$3,780.01 
QQQ Invesco QQQ Trust, Series 1
+1.31%
+$44,048.4 
CZNC Citizens & Northern Corporation
+1.3%
+$3,624.12 
CAT Caterpillar Inc.
+1.24%
+$4,566.72 
VOT Vanguard Mid-Cap Growth ETF
+1.2%
+$2,459.73 
MSFT Microsoft Corporation Common Stock
+1.18%
+$44,710.3 
IMCG iShares Morningstar Mid-Cap Growth ETF
+1.17%
+$7,596.21 
ALL The Allstate Corporation
+1.11%
+$6,308.45 
TTE TotalEnergies SE
+1.06%
+$5,251.03 
VUG Vanguard Morningstar Growth ETF
+1.05%
+$4,368.21 
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF
+1.03%
+$2,241.67 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.02%
+$2,909.22 
NKE Nike, Inc. Class B Common Stock
+1.02%
+$41.04 
JPM JPMorgan Chase & Co.
+0.98%
+$5,544.52 
RSSB Return Stacked Global Stocks & Bonds ETF
+0.96%
+$4,060.37 
VXF Vanguard Extended Market ETF
+0.86%
+$9,601.02 
IJR iShares Core S&P Small-Cap ETF
+0.86%
+$3,441.48 
UDOW ProShares UltraPro Dow30
+0.84%
+$5,944.36 
WFC Wells Fargo & Company
+0.82%
+$1,791.12 
AIZ Assurant Inc.
+0.82%
+$2,571.66 
SCHX Schwab U.S. Large-Cap ETF
+0.82%
+$17,031.17 
GE General Electric Company
+0.79%
+$1,783.13 
IVV iShares Core S&P 500 ETF
+0.79%
+$7,380.88 
IWM iShares Russell 2000 ETF
+0.79%
+$4,776.17 
VOO Vanguard S&P 500 ETF
+0.78%
+$34,701.63 
VTI Vanguard Total Stock Market ETF
+0.78%
+$23,678.5 
SPY State Street SPDR S&P 500 ETF Trust
+0.77%
+$75,656.3 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+0.76%
+$63,968.06 
IWV iShares Russell 3000 ETF
+0.75%
+$1,678.32 
EFO ProShares Ultra MSCI EAFE
+0.75%
+$1,712.09 
CB Chubb Limited
+0.73%
+$2,799.57 
IVAL Alpha Architect International Quantitative Value ETF
+0.71%
+$7,967.47 
HALO Halozyme Therapeutics Inc.
+0.69%
+$4,798.92 
VGK Vanguard FTSE Europe ETF
+0.69%
+$27,322.99 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$2,173.28 
BRC Brady Corporation Class A Nonvoting Common Stock
+0.66%
+$1,436.4 
AMZN Amazon.com Inc
+0.66%
+$10,066.32 
JNJ Johnson & Johnson
+0.64%
+$5,319.3 
VEA Vanguard FTSE Developed Markets ETF
+0.64%
+$25,336.97 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
+0.64%
+$2,198.7 
EFV iShares MSCI EAFE Value ETF
+0.62%
+$9,657.41 
BAC Bank of America Corporation
+0.61%
+$1,202.8 
GSK GSK plc ADR
+0.61%
+$2,151.4 
CTRE CareTrust REIT, Inc.
+0.6%
+$1,235.52 
EFA iShares MSCI EAFE ETF
+0.58%
+$37,647.6 
PRU Prudential Financial, Inc.
+0.58%
+$1,391.59 
MCD McDonald's Corporation
+0.58%
+$1,490.05 
TD Toronto-Dominion Bank
+0.57%
+$1,672.76 
UTG Reaves Utility Income Fund
+0.56%
+$1,979.99 
GLD SPDR Gold Shares
+0.56%
+$10,383.97 
VT Vanguard Total World Stock ETF
+0.56%
+$3,392.66 
ROMO Strategy Shares Newfound/ReSolve Robust Momentum ETF
+0.55%
+$6,948.04 
GLDM SPDR Gold MiniShares Trust
+0.53%
+$1,685.04 
AMGN Amgen Inc. Common Stock
+0.51%
+$3,893.96 
VIG Vanguard Dividend Appreciation ETF
+0.5%
+$17,950.35 
EWJ iShares MSCI Japan ETF
+0.48%
+$1,512.01 
VTV Vanguard Morningstar Value ETF
+0.47%
+$1,891.76 
NTSX WisdomTree U.S. Efficient Core Fund
+0.47%
+$6,375.05 
QVAL Alpha Architect U.S. Quantitative Value ETF
+0.45%
+$8,495.2 
VCLT Vanguard Long-Term Corporate Bond ETF
+0.45%
+$2,599.07 
TLT iShares 20+ Year Treasury Bond ETF
+0.44%
+$1,179.09 
LLY Eli Lilly and Company
+0.43%
+$9,662.31 
SLV iShares Silver Trust
+0.43%
+$1,879.5 
RSSX Return Stacked U.S. Stocks & Gold/Bitcoin ETF
+0.43%
+$3,664.95 
XLRE State Street Real Estate Select Sector SPDR ETF
+0.42%
+$1,294.2 
WMT Walmart Inc.
+0.42%
+$2,349.5 
RSIT Return Stacked International Stocks & Managed Futures ETF
+0.41%
+$6,944.07 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
+0.41%
+$1,672.11 
XLB State Street Materials Select Sector SPDR ETF
+0.4%
+$14,466.85 
XOM ExxonMobil Holdings Corporation
+0.39%
+$6,580.9 
MCO Moody's Corporation
+0.39%
+$1,350.14 
RSBT Return Stacked Bonds & Managed Futures ETF
+0.36%
+$18,832.1 
RZV Invesco S&P SmallCap 600 Pure Value ETF
+0.35%
+$7,467.03 
RSP Invesco S&P 500 Equal Weight ETF
+0.32%
+$5,282.2 
SWK Stanley Black & Decker Inc.
+0.32%
+$1,102.4 
XLF State Street Financial Select Sector SPDR ETF
+0.31%
+$11,846.8 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.3%
+$2,121.94 
VXUS Vanguard Total International Stock ETF
+0.3%
+$6,160.5 
QLTY GMO U.S. Quality ETF
+0.3%
+$1,046.24 
RWX SPDR Dow Jones International Real Estate ETF
+0.29%
+$3,099.97 
PEG Public Service Enterprise Group Inc.
+0.28%
+$600.01 
XLE State Street Energy Select Sector SPDR ETF
+0.27%
+$13,355.48 
VOOV Vanguard S&P 500 Value ETF
+0.27%
+$5,682.5 
MUB iShares National Muni Bond ETF
+0.27%
+$736.4 
ORCL Oracle Corporation
+0.23%
+$722.39 
ABBV AbbVie Inc.
+0.23%
+$3,996.79 
RSBA Return Stacked Bonds & Merger Arbitrage ETF
+0.2%
+$2,822.6 
COR Cencora Inc.
+0.2%
+$487.49 
SPLV Invesco S&P 500 Low Volatility ETF
+0.19%
+$2,244.06 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.16%
+$1,466.96 
COST Costco Wholesale Corp
+0.13%
+$698.17 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$7,176.24 
WMB The Williams Companies, Inc.
+0.1%
+$366.52 
XLU State Street Utilities Select Sector SPDR ETF
+0.09%
+$777.52 
IEF iShares 7-10 Year Treasury Bond ETF
+0.09%
+$1,946.11 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.06%
+$757.62 
BNDX Vanguard Total International Bond ETF
+0.05%
+$349.7 
SHYD VanEck Short High Yield Muni ETF
+0.04%
+$111.5 
DVY iShares Select Dividend ETF
+0.04%
+$96.06 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$3,596.59 
CEG Constellation Energy Corporation
+0.03%
+$144.41 
TIP iShares TIPS Bond ETF
+0.03%
+$70.56 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$43.68 
SHV iShares 0-1 Year Treasury Bond ETF
+0.01%
+$33.58 
BOXX Alpha Architect 1-3 Month Box ETF
+0.01%
+$978.52 
META Meta Platforms Inc Class A
+0.01%
+$47.88 
MRK Merck & Co., Inc.
-3.12%
-$7,500.08 
VZ Verizon Communications Inc.
-2.96%
-$10,480.8 
TSCO Tractor Supply Company
-2.59%
-$7,591.24 
MA Mastercard Inc. Class A Common Stock
-1.65%
-$10,100.31 
EQX Equinox Gold Corp.
-1.29%
-$3,865.16 
XLC State Street Communication Services Select Sector SPDR ETF
-1.21%
-$39,009.28 
AAPL Apple Inc.
-1.11%
-$35,187.85 
RSBY Return Stacked Bonds & Futures Yield ETF
-1.05%
-$25,427.03 
V Visa Inc. Class A
-0.98%
-$8,865.8 
PG The Procter & Gamble Company
-0.7%
-$3,371.21 
RSSY Return Stacked U.S. Stocks & Futures Yield ETF
-0.58%
-$38,898.24 
HD The Home Depot, Inc.
-0.55%
-$2,200.1 
FRDM Freedom 100 Emerging Markets ETF
-0.5%
-$8,008 
ED Consolidated Edison Inc.
-0.49%
-$2,060.55 
VWO Vanguard FTSE Emerging Markets ETF
-0.47%
-$9,206.46 
GOOG Alphabet Inc
-0.46%
-$4,045.66 
DBC Invesco DB Commodity Index Tracking Fund
-0.46%
-$1,877.96 
IBM International Business Machines Corporation
-0.42%
-$2,595.05 
LOW Lowe's Companies, Inc.
-0.41%
-$1,073.38 
MAIN Main Street Capital Corporation
-0.4%
-$1,769.23 
CVX Chevron Corporation
-0.39%
-$3,054.63 
BMY Bristol-Myers Squibb Company
-0.37%
-$1,937.52 
AVEM Avantis Emerging Markets Equity ETF
-0.35%
-$1,602.08 
PEP PepsiCo, Inc.
-0.35%
-$1,480.97 
GOOGL Alphabet Inc
-0.34%
-$1,112.61 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.29%
-$12,760.2 
SCHD Schwab U.S. Dividend Equity ETF
-0.28%
-$2,956.4 
XLP State Street Consumer Staples Select Sector SPDR ETF
-0.27%
-$10,167.04 
XLV State Street Health Care Select Sector SPDR ETF
-0.24%
-$10,370.08 
SPGI S&P Global Inc.
-0.15%
-$593.62 
EEM iShares MSCI Emerging Markets ETF
-0.13%
-$1,054.06 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.12%
-$9,185.88 
KO The Coca-Cola Company
-0.12%
-$393.03 
AEP American Electric Power Company, Inc.
-0.1%
-$386.49 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.08%
-$3,324.18 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$3,521.12 
BX Blackstone Inc.
-0.01%
-$29.24 Events
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Dividends
Dividend Analysis
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| Trades 1846 | Longs Won 1157/1846 62% | Profit Factor 3.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $183,571.21 |
| Average Win $80,907.37 | Best Trade (Sep 29) $1.97M | Sharpe Ratio -9.4 |
| Average Loss -$43,773.97 | Worst Trade (Dec 30) -$1.13M | Z-Score 1.88 (94.02%) |
| Commissions $0 | Avg. Trade Length 11m 2w 2d | Expectancy $34,371.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,917 | 5,325 | 4,734 | 4,142 | 3,550 | 2,959 | 2,367 | 1,775 | 1,183 | 592 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,116 | $2.3M | $3.13M | - | $834,705.44 | 36.29% | -1.11% |
| ABBV AbbVie Inc. | 6,149 | $1.1M | $1.76M | - | $661,097.98 | 60.14% | +0.228% |
| AEP American Electric Power Company, Inc. | 2,973 | $335,285.71 | $385,181.88 | - | $49,896.17 | 14.88% | -0.1% |
| AGG iShares Core U.S. Aggregate Bond ETF | 59,802 | $5.92M | $5.75M | - | -$178,693.23 | -3.02% | +0.125% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 166,209 | $4.2M | $4.15M | - | -$55,109.01 | -1.31% | -0.08% |
| AIZ Assurant Inc. | 1,099 | $268,465.74 | $315,511.91 | - | $47,046.17 | 17.52% | +0.822% |
| ALL The Allstate Corporation | 2,245 | $468,033.38 | $574,720 | - | $106,686.62 | 22.79% | +1.11% |
| AMGN Amgen Inc. Common Stock | 1,723 | $582,070.93 | $760,738.96 | - | $178,668.03 | 30.7% | +0.514% |
| AMZN Amazon.com Inc | 6,138 | $1.21M | $1.53M | - | $321,422.28 | 26.54% | +0.661% |
| ASML ASML Holding N.V. NY Registered Shares | 230 | $454,904.64 | $367,537.7 | - | -$87,366.94 | -19.21% | +1.666% |
| AVEM Avantis Emerging Markets Equity ETF | 5,168 | $485,895.34 | $450,597.92 | - | -$35,297.42 | -7.26% | -0.354% |
| AVGO Broadcom Inc. | 2,081 | $426,643.97 | $686,865.26 | - | $260,221.29 | 60.99% | +2.607% |
| BAC Bank of America Corporation | 3,880 | $221,082.4 | $197,375.6 | - | -$23,706.8 | -10.72% | +0.613% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 4,368 | $400,283.52 | $400,283.52 | - | - | - | +0.011% |
| BMY Bristol-Myers Squibb Company | 8,424 | $418,039.78 | $515,970 | - | $97,930.22 | 23.43% | -0.374% |
| BNDX Vanguard Total International Bond ETF | 13,988 | $670,718.8 | $661,002.94 | - | -$9,715.86 | -1.45% | +0.053% |
| BOXX Alpha Architect 1-3 Month Box ETF | 97,852 | $11.02M | $11.62M | - | $603,415.57 | 5.48% | +0.008% |
| BRC Brady Corporation Class A Nonvoting Common Stock | 2,660 | $208,956.65 | $218,465.8 | - | $9,509.15 | 4.55% | +0.662% |
| BRK-B Berkshire Hathaway Inc. | 585 | $300,489.17 | $319,354.42 | - | $18,865.25 | 6.28% | +0.685% |
| BX Blackstone Inc. | 2,924 | $344,055.92 | $344,915.04 | - | $859.12 | 0.25% | -0.008% |
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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 - $5.07M, SPDR Gold Shares - $4.28M, State Street Communication Services Select Sector SPDR ETF - $4.01M, State Street Energy Select Sector SPDR ETF - $3.4M, and State Street Technology Select Sector SPDR ETF - $3.24M. 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 - $744,576.92, 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 $17.86M earned over time. The largest contributors to dividend income include iShares 1-3 Year Treasury Bond ETF - $2.47M, 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 State Street Energy Select Sector SPDR ETF - $760,343.18. 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.
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