KAB
Katie A. Bruno Portfolio
Invests via Morey & Quinn Wealth Partners LLC | Managed by Katie A. Bruno, Michael A. Morey
Invests via Morey & Quinn Wealth Partners LLC
Managed by Katie A. Bruno, Michael A. Morey
Automatically Tracked
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:
0.46%
Gain
Monthly
0.02%
Yearly
0.3%
Drawdown
19.25%
$155.55M
Equity
Holdings
$155.55M
Investment
$128.6M
$27.49M
Profit -$280,274.61
Realized
$535,240.72
Unrealized
$26.95M
Dividends
$3.38M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$280,274.61
Win %
75%
This Week
Compared To Last Week
Gain
-1.07%
Profit
-$1.68M
Win %
75%
This Month
Compared to last month
Gain
-0.15%
Profit
-$234,047.96
Win %
75%
This Year
Compared to last year
Gain
10.64%
Profit
$14.96M
Win %
75%
ALL Allstate Corporation
+3.32%
+$80,713.28 
MRK Merck & Co., Inc.
+3.02%
+$14,710.46 
WELL Welltower Inc.
+1.87%
+$31,560.98 
FTAI FTAI Aviation Ltd.
+1.62%
+$77,790.9 
MCK McKesson Corporation
+1.61%
+$8,887.86 
RTX RTX Corporation
+1.57%
+$5,232.6 
CVS CVS Health Corporation
+1.51%
+$16,649.01 
T AT&T Inc.
+1.41%
+$6,327.1 
VZ Verizon Communications Inc.
+1.37%
+$6,433.2 
XOM Exxon Mobil Corporation
+1.32%
+$13,108.56 
BRK-A Berkshire Hathaway Inc.
+1.32%
+$29,250 
CAG Conagra Brands Inc.
+1.28%
+$3,337.4 
CVX Chevron Corporation
+1.26%
+$3,220.15 
NNN NNN REIT, Inc.
+1.26%
+$13,702.62 
DTE DTE Energy Company
+1.2%
+$3,044.79 
LLY Eli Lilly and Company
+1.17%
+$8,620.52 
WMT Walmart Inc.
+1.04%
+$27,442.59 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$125,260.12 
UNP Union Pacific Corporation
+0.97%
+$44,415.09 
SRE Sempra
+0.88%
+$2,173 
DE Deere & Company
+0.85%
+$15,406.08 
UNH UnitedHealth Group Incorporated
+0.79%
+$5,730.93 
JPM JPMorgan Chase & Co.
+0.78%
+$4,194.59 
ORCL Oracle Corporation
+0.72%
+$4,441.1 
NEE NextEra Energy, Inc.
+0.69%
+$2,931.7 
OKE ONEOK, Inc.
+0.67%
+$9,148.1 
TSCO Tractor Supply Company
+0.66%
+$1,437.05 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.65%
+$4,855.49 
LW Lamb Weston Holdings, Inc.
+0.65%
+$1,901.37 
PG Procter & Gamble Co
+0.62%
+$2,815.3 
CP Canadian Pacific Kansas City Limited
+0.55%
+$2,890.68 
FVD First Trust Value Line Dividend Index Fund
+0.49%
+$17,789.94 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.47%
+$1,326.78 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.45%
+$3,458.57 
FXO First Trust Financials AlphaDEX Fund
+0.45%
+$1,475.3 
MAA Mid-America Apartment Communities, Inc.
+0.45%
+$2,147.44 
EPD Enterprise Products Partners L.P.
+0.41%
+$9,259.39 
MDT Medtronic plc
+0.4%
+$899.25 
AMGN Amgen Inc.
+0.27%
+$1,263.76 
UPS United Parcel Service, Inc.
+0.25%
+$891.75 
HD The Home Depot, Inc.
+0.22%
+$2,063.88 
UPGD Invesco Bloomberg Analyst Rating Improvers ETF
+0.2%
+$784.63 
MU Micron Technology, Inc.
+0.17%
+$2,435.29 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.16%
+$1,714.65 
AVT Avnet Inc.
+0.16%
+$587.94 
USMV iShares MSCI USA Min Vol Factor ETF
+0.14%
+$328.58 
KORP American Century Diversified Corporate Bond ETF
+0.13%
+$317.46 
LMBS First Trust Low Duration Opportunities ETF
+0.11%
+$1,014.64 
PTBD Pacer Trendpilot US Bond ETF
+0.1%
+$319.77 
AVIG Avantis Core Fixed Income ETF
+0.09%
+$445.69 
PFN PIMCO Income Strategy Fund II
+0.07%
+$88.5 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$102.42 
FTSL First Trust Senior Loan ETF
+0.03%
+$139 
COST Costco Wholesale Corporation
+0.02%
+$176.07 
META Meta Platforms Inc Class A
-5.7%
-$23,561.38 
AMD Advanced Micro Devices, Inc.
-2.93%
-$16,794.75 
JBL Jabil Inc.
-2.83%
-$6,569.64 
TSLA Tesla, Inc.
-2.78%
-$30,900.03 
IBM International Business Machines Corporation
-2.58%
-$4,957.56 
ACRE Ares Commercial Real Estate Corporation
-2.56%
-$1,495.92 
GOOGL Alphabet Inc
-2.54%
-$30,653.05 
GOOG Alphabet Inc
-2.48%
-$34,984.24 
MPWR Monolithic Power Systems, Inc.
-2.47%
-$26,756.62 
MSFT Microsoft Corp.
-2.36%
-$84,952.59 
KO The Coca-Cola Company
-2.29%
-$13,124.1 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.14%
-$6,992.87 
QCOM QUALCOMM Incorporated
-2.09%
-$9,239.19 
NVDA NVIDIA Corporation
-2.08%
-$188,515.09 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-1.98%
-$9,839.71 
V Visa Inc. Class A
-1.83%
-$11,452.39 
FDN First Trust Dow Jones Internet Index Fund
-1.81%
-$10,234.68 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.69%
-$5,536.06 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$16,130.47 
SGI Somnigroup International Inc.
-1.58%
-$19,339.88 
AVGO Broadcom Inc.
-1.47%
-$4,707.99 
FXL First Trust Technology AlphaDEX Fund
-1.46%
-$14,099 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.43%
-$3,769.75 
JGRO JPMorgan Active Growth ETF
-1.3%
-$41,964.34 
FV First Trust Dorsey Wright Focus 5 ETF
-1.26%
-$46,701.68 
ILDR First Trust Innovation Leaders ETF
-1.26%
-$12,056.44 
DIS The Walt Disney Company
-1.23%
-$3,738.7 
LADR Ladder Capital Corp.
-1.23%
-$2,399.87 
STWD Starwood Property Trust Inc.
-1.14%
-$4,400.76 
FTGS First Trust Growth Strength ETF
-1.13%
-$12,028 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.13%
-$47,717.85 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-1.1%
-$8,138.56 
MAR Marriott International Inc. - Class A
-1.03%
-$13,295.27 
CBRE CBRE Group Inc.
-0.91%
-$2,264.99 
VMI Valmont Industries, Inc.
-0.88%
-$4,379.2 
FDUS Fidus Investment Corporation
-0.82%
-$2,257.26 
LECO Lincoln Electric Holdings, Inc.
-0.8%
-$8,363.86 
BSX Boston Scientific Corporation
-0.78%
-$4,055.45 
VOO Vanguard S&P 500 ETF
-0.78%
-$17,652.83 
SPY SPDR S&P 500 ETF Trust
-0.77%
-$2,910.22 
IFV First Trust Dorsey Wright Focus 5 International Fund
-0.76%
-$1,610.15 
ERC Allspring Multi-Sector Income Fund
-0.76%
-$4,440.17 
AVDE Avantis International Equity ETF
-0.76%
-$1,670.76 
CRM Salesforce Inc
-0.73%
-$3,622.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.73%
-$6,014.82 
NXTG First Trust Indxx NextG ETF
-0.71%
-$4,771.54 
RECS Columbia Research Enhanced Core ETF
-0.67%
-$6,676.97 
FTC First Trust Large Cap Growth Fund
-0.67%
-$2,949.22 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.57%
-$1,989 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.48%
-$1,336.05 
JQUA JPMorgan U.S. Quality Factor ETF
-0.47%
-$1,750.04 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.46%
-$5,017.73 
RDVY First Trust Rising Dividend Achievers ETF
-0.46%
-$8,243.6 
AMZN Amazon.com Inc
-0.44%
-$12,419.46 
AVUV Avantis U.S. Small Cap Value ETF
-0.42%
-$4,671.42 
FEP First Trust Europe AlphaDEX Fund
-0.36%
-$804.7 
FIW First Trust Water ETF
-0.34%
-$4,615.5 
FXD First Trust Consumer Discretionary AlphaDEX Fund
-0.33%
-$1,174.54 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.3%
-$660.66 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.29%
-$2,466.03 
FPF First Trust Intermediate Duration Preferred & Income Fund
-0.28%
-$739.6 
NREF NexPoint Real Estate Finance Inc.
-0.23%
-$1,515.36 
JHI John Hancock Investors Trust
-0.23%
-$1,244.31 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$380.76 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.15%
-$1,933.68 
CW Curtiss-Wright Corporation
-0.13%
-$796.97 
PEP PepsiCo, Inc.
-0.11%
-$510.26 
AVLV Avantis U.S. Large Cap Value ETF
-0.09%
-$454.72 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.08%
-$322.8 
WCN Waste Connections Inc.
-0.07%
-$817.83 
FXZ First Trust Materials AlphaDEX Fund
-0.07%
-$163.79 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.06%
-$398.72 
AAPL Apple Inc.
-0.06%
-$5,597.59 
FPX First Trust US Equity Opportunities ETF
-0.06%
-$435.96 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$245.46 
CAT Caterpillar Inc.
-0.05%
-$532.51 
FXH First Trust Health Care AlphaDEX Fund
-0.05%
-$744.77 
FTCS First Trust Capital Strength ETF
-0.05%
-$4,011.3 
VIG Vanguard Dividend Appreciation ETF
-0.05%
-$110.88 
FEX First Trust Large Cap Core Fund A
-0.03%
-$480.28 
FTLS First Trust Long/Short Equity ETF
-0.03%
-$95.38 
RJF Raymond James Financial Inc.
-0.02%
-$66.96 Events
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Dividends
Dividend Analysis
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| Trades 567 | Longs Won 414/567 73% | Profit Factor 9.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $216,981.52 |
| Average Win $73,899.33 | Best Trade (Jul 15) $3.3M | Sharpe Ratio -242.09 |
| Average Loss -$20,298.26 | Worst Trade (Jul 15) -$535,240.82 | Z-Score 14.95 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3d | Expectancy $48,480.93 |
| 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 | 7,692 | 6,923 | 6,154 | 5,385 | 4,615 | 3,846 | 3,077 | 2,308 | 1,538 | 769 |
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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