Linda J. Farinola Portfolio
Invests via OMNI 360 Wealth, Inc. | Managed by Linda J. Farinola, James G. Colitsas, Bryan P. Katz, Neel Shah
Invests via OMNI 360 Wealth, Inc.
Managed by Linda J. Farinola, James G. Colitsas, Bryan P. Katz, Neel Shah
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Linda J. Farinola Profile
Veteran corporate strategist and board director with deep experience in investor relations, accounting and capital-markets communications. Linda J. Farinola is known for operational leadership, governance and capital-raising support, with a background advising public and private companies on financial reporting, M&A and stakeholder engagement. She is positioned as a governance-focused executive useful to boards evaluating turnarounds, cross-border listings and investor outreach, and often engages with PE sponsors and institutional investors on restructuring and liquidity strategies.
Veteran corporate strategist and board director with deep experience in investor relations, accounting and capital-markets communications. Linda J. Farinola is known for operational leadership, governance and capital-raising support, with a background advising public and private companies on financial reporting, M&A and stakeholder engagement. She is positioned as a governance-focused executive useful to boards evaluating turnarounds, cross-border listings and investor outreach, and often engages with PE sponsors and institutional investors on restructuring and liquidity strategies.
Investment Philosophy & Strategy
Seasoned corporate strategist who prioritizes governance-led value creation, favoring capital allocation that aligns operational improvement with transparent financial reporting. Emphasizes board-ready oversight, disciplined restructuring and investor communications to unlock liquidity and re-rating opportunities. Investment approach is pragmatic, event-driven and governance-focused: prefers situations with clear catalysts (turnarounds, M&A, cross-border listings), engages with PE and institutional stakeholders, applies rigorous accounting and stakeholder-alignment criteria and medium-term horizons to balance risk and execution.
Seasoned corporate strategist who prioritizes governance-led value creation, favoring capital allocation that aligns operational improvement with transparent financial reporting. Emphasizes board-ready oversight, disciplined restructuring and investor communications to unlock liquidity and re-rating opportunities. Investment approach is pragmatic, event-driven and governance-focused: prefers situations with clear catalysts (turnarounds, M&A, cross-border listings), engages with PE and institutional stakeholders, applies rigorous accounting and stakeholder-alignment criteria and medium-term horizons to balance risk and execution.
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:
55.7%
Gain +0.23%
Monthly
1.33%
Yearly
17.19%
Drawdown
18.52%
$222.89M
Equity
Holdings
$222.89M
Investment
$176.11M
$59.85M
Profit +$333,422.14
Realized
$13.07M
Unrealized
$46.77M
Dividends
$9.33M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.23%
Profit
$333,422.14
Win %
71%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$613,832.04
Win %
71%
This Month
Compared to last month
Gain
1.01%
Profit
$2.23M
Win %
71%
This Year
Compared to last year
Gain
2.18%
Profit
$4.46M
Win %
72%
LMT Lockheed Martin Corporation
+2.51%
+$11,354.71 
TPR Tapestry Inc.
+1.87%
+$23,887.36 
SHLD Global X Defense Tech ETF
+1.78%
+$10,698.48 
JPM JPMorgan Chase & Co.
+1.78%
+$8,107.26 
BNY BlackRock New York Municipal Income Trust
+1.62%
+$4,452.8 
PGR Progressive Corporation
+1.52%
+$7,800 
PH Parker-Hannifin Corporation
+1.42%
+$3,543.12 
AVDV Avantis International Small Cap Value ETF
+1.37%
+$4,733.4 
NEE NextEra Energy, Inc.
+1.3%
+$7,096.7 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.26%
+$12,968.91 
TSLA Tesla, Inc.
+1.21%
+$8,556.11 
SO The Southern Company
+1.18%
+$4,277.7 
DFIV Dimensional International Value ETF
+1.16%
+$66,384.5 
IYG iShares U.S. Financial Services ETF
+1.15%
+$18,452.19 
FVD First Trust Value Line Dividend Index Fund
+1.15%
+$3,451.84 
CVX Chevron Corporation
+1.11%
+$5,574.4 
DON WisdomTree U.S. MidCap Dividend Fund
+1.06%
+$12,707.42 
FNDF Schwab Fundamental International Large Company Index ETF
+1.02%
+$16,409.8 
EFV iShares MSCI EAFE Value ETF
+1.01%
+$27,718.4 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.97%
+$4,704 
SCHD Schwab U.S. Dividend Equity ETF
+0.97%
+$12,131.2 
DFAI Dimensional International Core Equity Market ETF
+0.96%
+$3,066 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.96%
+$2,029.2 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.91%
+$72,324.09 
IQLT iShares MSCI International Quality Factor ETF
+0.9%
+$24,107.4 
DFAT Dimensional US Targeted Value ETF
+0.88%
+$88,833.6 
JNJ Johnson & Johnson
+0.87%
+$4,899.4 
EFA iShares MSCI EAFE ETF
+0.84%
+$4,046.87 
DGRO iShares Core Dividend Growth ETF
+0.81%
+$20,362.24 
AMT American Tower Corporation
+0.8%
+$3,054.05 
BX Blackstone Inc.
+0.77%
+$4,166.4 
VYM Vanguard High Dividend Yield ETF
+0.76%
+$38,071.44 
SCHF Schwab International Equity ETF
+0.73%
+$2,899.19 
XMHQ Invesco S&P MidCap Quality ETF
+0.73%
+$4,474.68 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.72%
+$4,628.5 
VTV Vanguard Value ETF
+0.71%
+$2,373.87 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.7%
+$6,081.21 
EFG iShares MSCI EAFE Growth ETF
+0.7%
+$5,352.48 
AAPL Apple Inc.
+0.7%
+$32,583.87 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.67%
+$2,737.68 
IJR iShares Core S&P Small-Cap ETF
+0.6%
+$9,753.08 
IDMO Invesco S&P International Developed Momentum ETF
+0.57%
+$1,149.2 
IVE ISHARES S&P 500 VALUE ETF
+0.57%
+$12,996.45 
VIG Vanguard Dividend Appreciation ETF
+0.55%
+$5,071.9 
RSP Invesco S&P 500 Equal Weight ETF
+0.51%
+$13,450.75 
ZECP Zacks Earnings Consistent Portfolio
+0.5%
+$1,387.38 
PRF Invesco FTSE RAFI US 1000 ETF
+0.48%
+$9,547.27 
JEPI JPMorgan Equity Premium Income Fund
+0.46%
+$4,188.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.36%
+$925.67 
IJH iShares Core S&P Mid-Cap ETF
+0.34%
+$3,080.26 
VEU Vanguard FTSE All-World ex-US ETF
+0.32%
+$2,751.06 
CORO Ishares International Country Rotational Active ETF
+0.31%
+$2,569.6 
XLV Health Care Select Sector SPDR Fund
+0.29%
+$4,396.6 
ABBV AbbVie Inc.
+0.29%
+$2,045.08 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.28%
+$2,238.18 
USMV iShares MSCI USA Min Vol Factor ETF
+0.28%
+$1,082.2 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.27%
+$764.1 
VO Vanguard Mid-Cap ETF
+0.27%
+$4,691.52 
GLDM SPDR Gold MiniShares Trust
+0.22%
+$1,353.24 
SCHP Schwab U.S. TIPS ETF
+0.22%
+$1,939.68 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.2%
+$2,071.71 
VCRB Vanguard Core Bond ETF
+0.2%
+$11,396.29 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.15%
+$4,596.3 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.14%
+$2,035.02 
QUAL iShares MSCI USA Quality Factor ETF
+0.13%
+$6,510.54 
FPE First Trust Preferred Securities and Income ETF
+0.12%
+$438.9 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.12%
+$313.25 
IEI iShares 3-7 Year Treasury Bond ETF
+0.11%
+$1,411.02 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$378.75 
MBB iShares MBS ETF
+0.11%
+$605.9 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$323.2 
BINC iShares Flexible Income Active ETF
+0.1%
+$225.95 
IUSB iShares Core Universal USD Bond ETF
+0.09%
+$1,479.84 
JPIE JPMorgan Income ETF
+0.09%
+$3,798.52 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.09%
+$272.81 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$3,869.91 
INDA ISHARES MSCI INDIA ETF
+0.08%
+$457.64 
IDEQ Lazard International Dynamic Equity ETF
+0.08%
+$306.26 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.06%
+$627.57 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.06%
+$3,316.99 
VPLS Vanguard Core-Plus Bond ETF
+0.06%
+$2,291.04 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.06%
+$837.26 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.05%
+$181.5 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$105.75 
IAGG iShares International Aggregate Bond Fund
+0.02%
+$79.46 
PLTR Palantir Technologies Inc.
-3.64%
-$10,095.9 
BUG Global X Cybersecurity ETF
-3.1%
-$16,598.15 
BAI iShares A.I. Innovation and Tech Active ETF
-3.02%
-$49,256 
CSCO Cisco Systems, Inc.
-1.73%
-$4,351 
MTUM iShares MSCI USA Momentum Factor ETF
-1.66%
-$13,163.65 
GOOGL Alphabet Inc
-1.39%
-$3,627.8 
FTEC Fidelity MSCI Information Technology Index ETF
-1.34%
-$10,652.45 
IYW iShares U.S. Technology ETF
-1.29%
-$8,707.38 
SPMO Invesco S&P 500 Momentum ETF
-1.19%
-$14,138.2 
GOOG Alphabet Inc
-1.14%
-$13,676.4 
NAN Nuveen New York Quality Municipal Income Fund
-1.01%
-$1,008.4 
QQQ Invesco QQQ Trust, Series 1
-0.95%
-$5,760.04 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.93%
-$2,220.97 
AVEM Avantis Emerging Markets Equity ETF
-0.91%
-$9,829.34 
IEMG iShares Core MSCI Emerging Markets ETF
-0.88%
-$50,402.83 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.86%
-$2,534.73 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-0.85%
-$5,681 
QGRW WisdomTree U.S. Quality Growth Fund
-0.82%
-$1,737.94 
MGK Vanguard Mega Cap Growth ETF
-0.78%
-$1,863.29 
IWF iShares Russell 1000 Growth ETF
-0.77%
-$73,206.05 
VUG Vanguard Growth ETF
-0.69%
-$1,402.82 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.61%
-$24,168.6 
ETN Eaton Corporation plc
-0.49%
-$1,744.39 
VLUE iShares MSCI USA Value Factor ETF
-0.48%
-$8,871.28 
AMZN Amazon.com Inc
-0.45%
-$1,926.23 
NVDA NVIDIA Corporation
-0.45%
-$4,729.72 
BLCR iShares Large Cap Core ACT ETF
-0.44%
-$2,333.54 
MSFT Microsoft Corp.
-0.34%
-$5,601.8 
SBAC SBA Communications Corporation
-0.31%
-$1,908.93 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.29%
-$4,214.72 
XLG Invesco S&P 500 Top 50 ETF
-0.25%
-$3,824.16 
IALT iShares Systematic Alternatives Active ETF
-0.22%
-$515.64 
TSPA T. Rowe Price U.S. Equity Research ETF
-0.2%
-$650 
THRO iShares U.S. Thematic Rotation Active ETF
-0.15%
-$1,479.38 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.14%
-$1,117.2 
IBM International Business Machines Corporation
-0.14%
-$614.72 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.13%
-$5,030.28 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.12%
-$1,361.36 
MUB iShares National Muni Bond ETF
-0.11%
-$444.07 
HGER Harbor Commodity All-Weather Fund
-0.08%
-$369.6 
OEF iShares S&P 100 ETF
-0.08%
-$176.71 
IWM iShares Russell 2000 ETF
-0.08%
-$323.17 
NXP Nuveen Select Tax-Free Income Portfolio
-0.08%
-$323.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.07%
-$11,190.21 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.07%
-$12,333.6 
ESGU iShares ESG Aware MSCI USA ETF
-0.07%
-$536.58 
SCYB Schwab High Yield Bond ETF
-0.06%
-$455.83 
VOO Vanguard S&P 500 ETF
-0.06%
-$264.44 
IVV iShares Core S&P 500 ETF
-0.05%
-$577.04 
SPY SPDR S&P 500 ETF Trust
-0.05%
-$1,717.89 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.04%
-$1,762.49 
JMUB JPMorgan Municipal Bond ETF
-0.04%
-$108.62 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.04%
-$130.05 
DFNM Dimensional National Municipal Bond ETF
-0.01%
-$26.23 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$81.43 Events
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Dividends
Dividend Analysis
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| Trades 1478 | Longs Won 1073/1478 72% | Profit Factor 18.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $210,844.45 |
| Average Win $58,958.5 | Best Trade (Oct 16) $5.27M | Sharpe Ratio -66.3 |
| Average Loss -$8,431 | Worst Trade (Oct 14) -$118,254.18 | Z-Score 10.82 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w | Expectancy $40,492.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,662 | $3.05M | $4.7M | - | $1.66M | 54.35% | +0.697% |
| ABBV AbbVie Inc. | 2,494 | $407,453.34 | $708,844.68 | - | $301,391.34 | 73.97% | +0.289% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 10,658 | $744,888.18 | $797,751.3 | - | $52,863.12 | 7.1% | +0.281% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,232 | $316,632.84 | $308,688.32 | - | -$7,944.52 | -2.51% | +0.105% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 6,265 | $272,346.5 | $261,751.7 | - | -$10,594.8 | -3.89% | +0.12% |
| AMT American Tower Corporation | 2,099 | $463,936.62 | $383,728.68 | - | -$80,207.94 | -17.29% | +0.802% |
| AMZN Amazon.com Inc | 1,675 | $381,877.37 | $424,796.75 | - | $42,919.38 | 11.24% | -0.451% |
| AVDV Avantis International Small Cap Value ETF | 3,220 | $352,180 | $350,271.6 | - | -$1,908.4 | -0.54% | +1.37% |
| AVEM Avantis Emerging Markets Equity ETF | 11,987 | $986,908.77 | $1.07M | - | $86,886.69 | 8.8% | -0.907% |
| BAI iShares A.I. Innovation and Tech Active ETF | 37,600 | $1.36M | $1.58M | - | $215,041.61 | 15.75% | -3.023% |
| BINC iShares Flexible Income Active ETF | 4,519 | $238,922.92 | $229,294.06 | - | -$9,628.86 | -4.03% | +0.099% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 4,197 | $318,393.93 | $308,920.18 | - | -$9,473.75 | -2.98% | +0.088% |
| BLCR iShares Large Cap Core ACT ETF | 10,607 | $461,866.25 | $523,455.45 | - | $61,589.2 | 13.33% | -0.444% |
| BNY BlackRock New York Municipal Income Trust | 1,936 | $176,389.32 | $279,539.04 | - | $103,149.72 | 58.48% | +1.619% |
| BSV Vanguard Short-Term Bond ETF | 59,537 | $4.61M | $4.56M | - | -$47,605.89 | -1.03% | +0.085% |
| BUG Global X Cybersecurity ETF | 11,447 | $402,888.54 | $519,121.45 | - | $116,232.91 | 28.85% | -3.098% |
| BX Blackstone Inc. | 4,960 | $649,086.88 | $545,798.4 | - | -$103,288.48 | -15.91% | +0.769% |
| CORO Ishares International Country Rotational Active ETF | 23,360 | $767,240.19 | $836,288 | - | $69,047.81 | 9% | +0.308% |
| CSCO Cisco Systems, Inc. | 2,290 | $266,240.81 | $247,205.5 | - | -$19,035.31 | -7.15% | -1.73% |
| CVX Chevron Corporation | 2,294 | $342,997.18 | $508,694.5 | - | $165,697.32 | 48.31% | +1.108% |
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FAQ
Which stocks have generated the highest profits for Linda J. Farinola?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $1.41M, iShares Core S&P Total U.S. Stock Market ETF - $1.4M, iShares Core MSCI International Developed Markets ETF (IDEV) - $894,318.65, Dimensional International Value ETF - $786,212.4, and Dimensional US Targeted Value ETF - $698,572.07. 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: UnitedHealth Group Incorporated - $161,729.57, Merck & Co., Inc - $92,691.98, CarMax Inc - $78,949.42, Atlassian Corporation Class A - $62,871.7, and Huntsman Corporation - $61,191.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Linda J. Farinola's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.33M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Treasury Fund - $573,865.83, iShares Core MSCI International Developed Markets ETF (IDEV) - $537,421.2, Vanguard Core Bond ETF - $441,324.02, iShares Core S&P Total U.S. Stock Market ETF - $403,976.75, and JPMorgan Income ETF - $393,775.78. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Linda J. Farinola's monthly returns?
Linda J. Farinola's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Linda J. Farinola's strategy be considered aggressive or moderate?
Linda J. Farinola'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 Linda J. Farinola's strategy?
Linda J. Farinola'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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