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
Automatically Tracked
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:
7.98%
Gain
Monthly
0.25%
Yearly
3.07%
Drawdown
30.44%
$213.42M
Equity
Holdings
$213.42M
Investment
$165.1M
$57.92M
Profit -$649,156.04
Realized
$9.6M
Unrealized
$48.32M
Dividends
$8.47M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$649,156.04
Win %
80%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$831,575.86
Win %
80%
This Month
Compared to last month
Gain
-0.1%
Profit
-$213,393.99
Win %
80%
This Year
Compared to last year
Gain
11.4%
Profit
$21.84M
Win %
81%
IBM International Business Machines Corporation
+3.73%
+$13,386.9 
ABBV AbbVie Inc.
+3.4%
+$19,811.04 
MCD McDonald's Corporation
+2.48%
+$4,804.5 
TPR Tapestry Inc.
+2.23%
+$33,378.32 
XLV Health Care Select Sector SPDR Fund
+2.2%
+$24,029.4 
SCHD Schwab U.S. Dividend Equity ETF
+2.09%
+$26,316.22 
MSFT Microsoft Corp.
+2.06%
+$24,607.25 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+1.88%
+$10,584 
FVD First Trust Value Line Dividend Index Fund
+1.78%
+$5,487.09 
DFAT Dimensional US Targeted Value ETF
+1.44%
+$169,608.83 
CVX Chevron Corporation
+1.37%
+$5,689.12 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.24%
+$2,861.18 
DON WisdomTree U.S. MidCap Dividend Fund
+1.24%
+$17,947.89 
JNJ Johnson & Johnson
+1.15%
+$5,492.56 
AAPL Apple Inc.
+1.14%
+$44,695.8 
HD The Home Depot, Inc.
+1.07%
+$2,253.99 
SO The Southern Company
+1.05%
+$4,007.86 
DGRO iShares Core Dividend Growth ETF
+0.99%
+$29,567.04 
USMV iShares MSCI USA Min Vol Factor ETF
+0.99%
+$3,950.1 
RSP Invesco S&P 500 Equal Weight ETF
+0.77%
+$19,687.14 
BX Blackstone Inc.
+0.72%
+$4,684.64 
IVE ISHARES S&P 500 VALUE ETF
+0.72%
+$16,263.68 
IJR iShares Core S&P Small-Cap ETF
+0.7%
+$12,132.37 
AMT American Tower Corporation
+0.64%
+$2,266.92 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$4,777.9 
PH Parker-Hannifin Corporation
+0.5%
+$1,116.18 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$3,815.22 
VTV Vanguard Value ETF
+0.39%
+$1,260 
QUAL iShares MSCI USA Quality Factor ETF
+0.33%
+$18,325.19 
VYM Vanguard High Dividend Yield ETF
+0.31%
+$14,580.5 
IJH iShares Core S&P Mid-Cap ETF
+0.28%
+$2,637.41 
ZECP Zacks Earnings Consistent Portfolio
+0.28%
+$620.97 
LMT Lockheed Martin Corporation
+0.28%
+$1,236.95 
BUG Global X Cybersecurity ETF
+0.26%
+$1,341.9 
AEP American Electric Power Company, Inc.
+0.25%
+$513.15 
XMHQ Invesco S&P MidCap Quality ETF
+0.22%
+$1,039 
PRF Invesco FTSE RAFI US 1000 ETF
+0.21%
+$3,469.43 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.19%
+$493.74 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.03%
+$882.15 
JPIE JPMorgan Income ETF
+0.01%
+$424.06 
VCRB Vanguard Core Bond ETF
+0.01%
+$351.67 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
INDA ISHARES MSCI INDIA ETF
0%
$0 
NXJ Nuveen New Jersey Quality Municipal Income Fund
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
-4.94%
-$72,668.4 
ETN Eaton Corporation plc
-4.26%
-$15,505.59 
SPMO Invesco S&P 500 Momentum ETF
-3.23%
-$40,917.36 
MTUM iShares MSCI USA Momentum Factor ETF
-3.14%
-$25,947.83 
NVDA NVIDIA Corporation
-2.71%
-$14,899.34 
GOOG Alphabet Inc
-2.67%
-$33,466.83 
IYW iShares U.S. Technology ETF
-2.09%
-$13,421.2 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-2.04%
-$13,421.57 
IEMG iShares Core MSCI Emerging Markets ETF
-2.02%
-$133,028.66 
FTEC Fidelity MSCI Information Technology Index ETF
-1.95%
-$10,533.03 
IWF iShares Russell 1000 Growth ETF
-1.83%
-$171,904.64 
BNY BlackRock New York Municipal Income Trust
-1.82%
-$5,711.2 
GLDM SPDR Gold MiniShares Trust
-1.79%
-$10,547.25 
AVEM Avantis Emerging Markets Equity ETF
-1.72%
-$14,615 
QQQ Invesco QQQ Trust, Series 1
-1.53%
-$9,193.35 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.5%
-$50,946.97 
BLCR iShares Large Cap Core ACT ETF
-1.42%
-$5,389.73 
SCHF Schwab International Equity ETF
-1.18%
-$4,442.43 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.17%
-$7,636.66 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.17%
-$15,048.48 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.12%
-$2,881.53 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.11%
-$4,686.42 
VEU Vanguard FTSE All-World ex-US ETF
-1.09%
-$9,641.87 
EFG iShares MSCI EAFE Growth ETF
-1.09%
-$8,845.83 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$7,056.28 
XLG Invesco S&P 500 Top 50 ETF
-1.08%
-$16,540.2 
JPM JPMorgan Chase & Co.
-1.08%
-$4,346.55 
SBAC SBA Communications Corporation
-1.08%
-$6,739.19 
TSLA Tesla, Inc.
-1.03%
-$7,951.73 
CORO Ishares International Country Rotational Active ETF
-1.01%
-$7,118.2 
THRO iShares U.S. Thematic Rotation Active ETF
-0.96%
-$10,406.54 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.96%
-$35,081.8 
AMZN Amazon.com Inc
-0.94%
-$2,849.16 
PGR Progressive Corporation
-0.85%
-$4,725 
FNDF Schwab Fundamental International Large Company Index ETF
-0.83%
-$12,146.72 
EFA iShares MSCI EAFE ETF
-0.8%
-$3,876.6 
SHLD Global X Defense Tech ETF
-0.76%
-$3,732.9 
VLUE iShares MSCI USA Value Factor ETF
-0.73%
-$12,642.19 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.71%
-$63,297.43 
ESGU iShares ESG Aware MSCI USA ETF
-0.64%
-$5,519.9 
DFAI Dimensional International Core Equity Market ETF
-0.63%
-$1,636.37 
DFIV Dimensional International Value ETF
-0.6%
-$40,120.61 
IVV iShares Core S&P 500 ETF
-0.55%
-$5,355 
VOO Vanguard S&P 500 ETF
-0.55%
-$2,173.6 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$18,329.88 
TSPA T. Rowe Price U.S. Equity Research ETF
-0.55%
-$1,482 
IQLT iShares MSCI International Quality Factor ETF
-0.54%
-$14,531.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.54%
-$83,850.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.53%
-$91,263.87 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.5%
-$14,785.12 
EFV iShares MSCI EAFE Value ETF
-0.47%
-$14,221.12 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.44%
-$6,341.24 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.43%
-$1,480.46 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.32%
-$2,792.05 
IYG iShares U.S. Financial Services ETF
-0.18%
-$2,515.66 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.17%
-$2,340.53 
IAGG iShares International Aggregate Bond Fund
-0.15%
-$786.67 
NXP Nuveen Select Tax-Free Income Portfolio
-0.14%
-$718.43 
MUB iShares National Muni Bond ETF
-0.13%
-$373.68 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.1%
-$1,050.8 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$758.5 
JMUB JPMorgan Municipal Bond ETF
-0.1%
-$288.9 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.09%
-$299.5 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.08%
-$1,160.98 
SCYB Schwab High Yield Bond ETF
-0.08%
-$548.14 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.07%
-$625.2 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$210 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.05%
-$3,562 
BINC iShares Flexible Income Active ETF
-0.05%
-$207.85 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.05%
-$123.8 
VPLS Vanguard Core-Plus Bond ETF
-0.04%
-$1,305.83 
GOVT iShares U.S. Treasury Bond ETF
-0.04%
-$129 
MBB iShares MBS ETF
-0.04%
-$198.41 
VO Vanguard Mid-Cap ETF
-0.03%
-$365.3 
NEE NextEra Energy, Inc.
-0.03%
-$176.75 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.02%
-$53.64 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$937.71 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$159.96 
FLOT iShares Floating Rate Bond ETF
-0.01%
-$51.05 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.01%
-$146.03 
IUSB iShares Core Universal USD Bond ETF
-0.01%
-$136.16 Events
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Dividends
Dividend Analysis
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| Trades 1234 | Longs Won 911/1234 73% | Profit Factor 41.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $233,289.09 |
| Average Win $65,160.23 | Best Trade (Jul 14) $4.97M | Sharpe Ratio -65.02 |
| Average Loss -$4,462.62 | Worst Trade (Jul 14) -$110,118.68 | Z-Score 9.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4w 1d | Expectancy $46,936.42 |
| 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 | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
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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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