SM
Sarah Moore Portfolio
Invests via BOS Asset Management LLC | Managed by Sarah Moore
Invests via BOS Asset Management LLC
Managed by Sarah Moore
Automatically Tracked
Sarah Moore Profile
Having built a reputation for innovative leadership, Sarah Moore is an influential figure in the world of venture capital and entrepreneurship. With a background that spans several successful startup initiatives, she specializes in identifying emerging technology trends and cultivating growth-stage companies. Her experience includes mentoring young entrepreneurs and fostering collaborative networks to drive business expansion. As a proactive investor-operator, her insights bridge the gap between creative vision and practical execution within competitive markets. Through active involvement in various industry forums, she remains at the forefront of developments shaping today's digital economy.
Having built a reputation for innovative leadership, Sarah Moore is an influential figure in the world of venture capital and entrepreneurship. With a background that spans several successful startup initiatives, she specializes in identifying emerging technology trends and cultivating growth-stage companies. Her experience includes mentoring young entrepreneurs and fostering collaborative networks to drive business expansion. As a proactive investor-operator, her insights bridge the gap between creative vision and practical execution within competitive markets. Through active involvement in various industry forums, she remains at the forefront of developments shaping today's digital economy.
Investment Philosophy & Strategy
In a landscape defined by rapid technological evolution, Sarah Moore emphasizes the importance of identifying and nurturing high-potential startups. Her investing philosophy revolves around actively engaging with visionary founders who possess scalable ideas capable of disrupting traditional markets. Drawing on extensive entrepreneurial experience, she combines strategic foresight with hands-on support to enhance company trajectories. Prioritizing sectors at the intersection of technology and consumer demand, her investment strategy seeks out transformative opportunities that align well with emerging trends. By leveraging deep market insights and fostering strong partnerships, Moore plays a pivotal role in unlocking value across her portfolio.
In a landscape defined by rapid technological evolution, Sarah Moore emphasizes the importance of identifying and nurturing high-potential startups. Her investing philosophy revolves around actively engaging with visionary founders who possess scalable ideas capable of disrupting traditional markets. Drawing on extensive entrepreneurial experience, she combines strategic foresight with hands-on support to enhance company trajectories. Prioritizing sectors at the intersection of technology and consumer demand, her investment strategy seeks out transformative opportunities that align well with emerging trends. By leveraging deep market insights and fostering strong partnerships, Moore plays a pivotal role in unlocking value across her portfolio.
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:
25.38%
Gain +0.01%
Monthly
0.67%
Yearly
8.36%
Drawdown
12.53%
$426.66M
Equity
Holdings
$426.66M
Investment
$324.67M
$112.63M
Profit +$28,813.28
Realized
$10.18M
Unrealized
$102.45M
Dividends
$22.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$28,813.28
Win %
79%
This Week
Compared To Last Week
Gain
0.01%
Profit
$28,813.28
Win %
79%
This Month
Compared to last month
Gain
-0.16%
Profit
-$692,117.43
Win %
79%
This Year
Compared to last year
Gain
5.69%
Profit
$23.84M
Win %
79%
INTC Intel Corporation
+6.51%
+$138,045.4 
KLAC KLA Corporation
+5.55%
+$145,530.77 
AMD Advanced Micro Devices, Inc.
+4.73%
+$104,710.48 
QCOM QUALCOMM Incorporated
+4.32%
+$13,761.94 
GEV GE Vernova Inc.
+3.73%
+$24,555.74 
GDX VanEck Gold Miners ETF
+2.97%
+$7,047.81 
B BARRICK MINING CORP Common Stock (ABR0)
+2.81%
+$119,663.72 
SCHW Charles Schwab Corporation
+2.71%
+$7,816.79 
GS The Goldman Sachs Group, Inc.
+2.62%
+$6,885.94 
T AT&T Inc.
+2.52%
+$17,801.36 
VZ Verizon Communications Inc.
+2.49%
+$38,540.97 
JPM JPMorgan Chase & Co.
+2.31%
+$105,196.65 
USB U.S. Bancorp
+2.27%
+$118,596.92 
FSK FS KKR Capital Corp.
+2.22%
+$3,220.32 
MSIF MSC Income Fund Inc.
+2.05%
+$13,269.6 
DRIV Global X Autonomous & Electric Vehicles ETF
+2.03%
+$5,590.83 
LNC Lincoln National Corporation
+1.91%
+$8,640.1 
XLB Materials Select Sector SPDR Fund
+1.87%
+$36,110.4 
FIX Comfort Systems USA, Inc.
+1.85%
+$10,256.99 
TSLA Tesla, Inc.
+1.82%
+$9,667.84 
XME SPDR S&P Metals & Mining ETF
+1.77%
+$33,126.5 
CNRG SPDR S&P Kensho Clean Power ETF
+1.72%
+$6,709.95 
UNP Union Pacific Corporation
+1.65%
+$3,659.77 
BX Blackstone Inc.
+1.58%
+$4,209.64 
LIN Linde plc
+1.58%
+$5,162.56 
DVN Devon Energy Corporation
+1.57%
+$30,054.5 
BAC Bank of America Corporation
+1.56%
+$8,163.12 
OKE ONEOK, Inc.
+1.56%
+$5,501.62 
DE Deere & Company
+1.55%
+$3,810.03 
CAT Caterpillar Inc.
+1.44%
+$73,796.88 
COP ConocoPhillips
+1.4%
+$3,120.12 
ICVT iShares Convertible Bond ETF
+1.35%
+$7,148.8 
TXN Texas Instruments Inc
+1.35%
+$5,744.57 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.34%
+$3,349.26 
ABBV AbbVie Inc.
+1.32%
+$2,761.68 
C Citigroup Inc.
+1.27%
+$8,025.57 
LRCX Lam Research Corporation
+1.18%
+$24,667.56 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$140,386.05 
VPU Vanguard Utilities ETF
+1.15%
+$8,032.92 
UNM Unum Group
+1.11%
+$9,392.16 
IDU iShares U.S. Utilities ETF
+1.08%
+$21,559.2 
JNJ Johnson & Johnson
+1.07%
+$4,650.74 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$3,243.24 
VO Vanguard Mid-Cap ETF
+0.97%
+$18,938.85 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$3,194.72 
VONV Vanguard Russell 1000 Value Index Fund
+0.97%
+$2,340.9 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$15,905.34 
VTV Vanguard Value ETF
+0.94%
+$20,180.34 
VNQ Vanguard Real Estate ETF
+0.92%
+$44,106.3 
KR Kroger Co.
+0.92%
+$4,970.75 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$3,019.38 
RSG Republic Services, Inc.
+0.89%
+$5,079.65 
IWM iShares Russell 2000 ETF
+0.87%
+$3,997.98 
PG Procter & Gamble Co
+0.86%
+$5,520.69 
DFLV Dimensional US Large Cap Value ETF
+0.83%
+$125,861.01 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.83%
+$2,293.84 
GM General Motors Company
+0.8%
+$5,128.5 
SO The Southern Company
+0.78%
+$3,974.85 
SIVR abrdn Physical Silver Shares ETF
+0.78%
+$7,624.5 
ISPY ProShares S&P High Income ETF
+0.78%
+$5,289.15 
SLV iShares Silver Trust
+0.77%
+$10,493.22 
VDE Vanguard Energy ETF
+0.77%
+$3,893.57 
SOVF Sovereign's Capital Flourish Fund
+0.77%
+$11,494.92 
GE General Electric Company
+0.76%
+$7,251.64 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$7,304.43 
CVX Chevron Corporation
+0.75%
+$12,455.71 
XLE Energy Select Sector SPDR Fund
+0.75%
+$44,036.3 
DLR Digital Realty Trust, Inc.
+0.74%
+$1,701.36 
HD The Home Depot, Inc.
+0.73%
+$9,227.26 
FWD AB Disruptors ETF
+0.72%
+$46,996.85 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.72%
+$8,806.38 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$3,747.07 
MA Mastercard Incorporated
+0.71%
+$5,163.36 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$8,023.74 
VB Vanguard Small-Cap ETF
+0.7%
+$23,850.56 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$9,000.68 
TPLC Timothy Plan US Large/Mid Cap Core ETF
+0.69%
+$8,086.9 
COST Costco Wholesale Corporation
+0.68%
+$4,861.79 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$31,974.61 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$3,943.98 
CEF Sprott Physical Gold and Silver Trust
+0.62%
+$10,859.94 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$5,072.48 
VGT Vanguard Information Technology ETF
+0.58%
+$9,749.84 
DFIV Dimensional International Value ETF
+0.58%
+$3,490.56 
SUSL iShares ESG MSCI USA Leaders ETF
+0.57%
+$2,151.16 
DFAW Dimensional World Equity ETF
+0.57%
+$3,693.26 
DFAU Dimensional US Core Equity Market ETF
+0.57%
+$1,438.41 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$14,205.76 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.56%
+$1,687.56 
FLJP Franklin FTSE Japan ETF
+0.56%
+$1,931.16 
EWU iShares MSCI United Kingdom ETF
+0.55%
+$1,311.18 
IVV iShares Core S&P 500 ETF
+0.55%
+$27,419.51 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$1,427.4 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$108,631.47 
URI United Rentals, Inc.
+0.54%
+$3,927.25 
GOOGL Alphabet Inc
+0.53%
+$5,535.18 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$12,533.75 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$45,568.62 
GOOG Alphabet Inc
+0.45%
+$2,540.8 
WMT Walmart Inc.
+0.45%
+$4,111.57 
VT Vanguard Total World Stock ETF
+0.44%
+$2,505.76 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$4,221.36 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$1,297.93 
DFEV Dimensional Emerging Markets Value ETF
+0.42%
+$4,146.12 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$1,738.1 
ES Eversource Energy
+0.38%
+$3,581.5 
GD General Dynamics Corporation
+0.38%
+$4,501.63 
PEP PepsiCo, Inc.
+0.38%
+$730.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$2,274 
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$50,777.21 
TTE TotalEnergies SE
+0.34%
+$1,976.38 
VPL Vanguard FTSE Pacific ETF
+0.34%
+$1,115.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$18,008.64 
IDV iShares International Select Dividend ETF
+0.32%
+$798.7 
SCHF Schwab International Equity ETF
+0.29%
+$1,034.88 
BAC-PL Bank of America Corporation
+0.28%
+$2,215.5 
XOM Exxon Mobil Corporation
+0.28%
+$6,887.74 
OEF iShares S&P 100 ETF
+0.24%
+$952 
CAIE Calamos Autocallable Income ETF
+0.22%
+$9,220.71 
VGK Vanguard FTSE Europe ETF
+0.18%
+$1,068 
VUG Vanguard Growth ETF
+0.18%
+$1,736.1 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$8,337.65 
NVDA NVIDIA Corporation
+0.16%
+$12,439.04 
BINC iShares Flexible Income Active ETF
+0.13%
+$5,783.47 
KO The Coca-Cola Company
+0.11%
+$373.14 
MSFT Microsoft Corp.
+0.1%
+$3,004.72 
SGOL abrdn Physical Gold Shares ETF
+0.1%
+$2,826.79 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$427.86 
FDX FedEx Corporation
+0.09%
+$241.8 
EOG EOG Resources, Inc.
+0.09%
+$167.99 
AIQ Global X Artificial Intelligence & Technology ETF
+0.08%
+$851.1 
IAU iShares Gold Trust
+0.08%
+$180.54 
CL Colgate-Palmolive Company
+0.07%
+$521.88 
GLD SPDR Gold Shares
+0.06%
+$1,350.8 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$4,466.24 
SILA Sila Realty Trust Inc.
+0.03%
+$225.1 
HYDB iShares High Yield Systematic Bond ETF
+0.03%
+$68.23 
HWM Howmet Aerospace Inc.
+0.03%
+$81.13 
IAGG iShares International Aggregate Bond Fund
+0.02%
+$169 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$197.43 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$1,166.9 
CLOA iShares AAA CLO ETF
+0.02%
+$193.37 
ORCL Oracle Corporation
+0.02%
+$245.77 
MCD McDonald's Corporation
+0.01%
+$82.9 
TIP iShares TIPS Bond ETF
+0.01%
+$99.16 
BBDC Barings BDC Inc.
0%
$0 
BPRE
0%
$0 
FSSL
0%
$0 
GTO Invesco Total Return Bond ETF
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$181,171.58 
PLTR Palantir Technologies Inc.
-2.36%
-$7,187.34 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$13,545.58 
ABT Abbott Laboratories
-1.64%
-$3,595.62 
FSCO FS Credit Opportunities Corp.
-1.64%
-$2,682.96 
AAPL Apple Inc.
-1.52%
-$140,539.5 
MU Micron Technology, Inc.
-1.43%
-$70,501.49 
MRK Merck & Co., Inc.
-1.42%
-$8,438.84 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$3,596.08 
GSG iShares S&P GSCI Commodity-Indexed Trust
-1.23%
-$4,305.4 
AMZN Amazon.com Inc
-1.23%
-$20,628.17 
NFLX Netflix, Inc.
-1.14%
-$4,322.64 
IBM International Business Machines Corporation
-0.95%
-$5,076.49 
AVGO Broadcom Inc.
-0.91%
-$23,233.02 
PBE Invesco Biotechnology & Genome ETF
-0.85%
-$1,844.65 
CSCO Cisco Systems, Inc.
-0.6%
-$10,187.91 
ETN Eaton Corporation plc
-0.57%
-$1,878.75 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.38%
-$2,355.92 
RTX RTX Corporation
-0.37%
-$748.01 
AMLP Alerian MLP ETF
-0.34%
-$3,717.54 
IDHQ Invesco S&P International Developed Quality ETF
-0.33%
-$33,537 
BHF Brighthouse Financial Inc.
-0.33%
-$867.09 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$2,862.34 
META Meta Platforms Inc Class A
-0.26%
-$3,787.43 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$43,738.59 
DBA Invesco DB Agriculture Fund
-0.23%
-$509.34 
IGLD FT Vest Gold Strategy Target Fund
-0.23%
-$2,185.96 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$1,669.6 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$1,119.93 
XHB SPDR S&P Homebuilders ETF
-0.22%
-$9,432.24 
GRMN Garmin Ltd.
-0.2%
-$1,084.78 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$1,041.27 
ICLO Invesco AAA CLO Floating Rate Note ETF
-0.16%
-$1,560.24 
MBB iShares MBS ETF
-0.15%
-$2,162.58 
WFC-PL Wells Fargo & Company
-0.14%
-$1,079.12 
FBND Fidelity Total Bond ETF
-0.13%
-$9,533.16 
LOW Lowe's Companies Inc.
-0.12%
-$302.4 
VHT Vanguard Health Care ETF
-0.12%
-$531.42 
BUG Global X Cybersecurity ETF
-0.12%
-$484 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$591.04 
EPD Enterprise Products Partners L.P.
-0.08%
-$191.25 
JSI Janus Henderson Securitized Income ETF
-0.08%
-$761 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$2,482.9 
MTBA Simplify MBS ETF
-0.06%
-$593.64 
BKLN Invesco Senior Loan ETF
-0.05%
-$378.68 
TAFM AB Tax-Aware Intermediate Municipal ETF
-0.04%
-$80.85 
YEAR AB Ultra Short Income ETF
-0.03%
-$14,303.76 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.03%
-$67.34 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$1,346.46 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$131.9 Events
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Dividends
Dividend Analysis
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| Trades 1699 | Longs Won 1266/1699 74% | Profit Factor 17.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $334,395.92 |
| Average Win $94,391.28 | Best Trade (Jun 14) $6.56M | Sharpe Ratio -8.52 |
| Average Loss -$15,816.25 | Worst Trade (Jun 14) -$1.22M | Z-Score 16.5 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 4d | Expectancy $66,291.18 |
| 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 | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
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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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