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:
56.86%
Gain -0.67%
Monthly
1.42%
Yearly
18.38%
Drawdown
18.53%
$218.68M
Equity
Holdings
$218.68M
Investment
$170.06M
$61.06M
Profit -$1.06M
Realized
$12.44M
Unrealized
$48.62M
Dividends
$8.66M
Goals
Avg. 71.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.67%
Profit
-$1.06M
Win %
74%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$290,829.25
Win %
74%
This Month
Compared to last month
Gain
-0.48%
Profit
-$1.06M
Win %
74%
This Year
Compared to last year
Gain
2.16%
Profit
$4.37M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$43,187.75 
ETN Eaton Corporation plc
+7.32%
+$24,941.11 
GOOG Alphabet Inc
+6.88%
+$76,283.37 
GOOGL Alphabet Inc
+6.73%
+$15,099.84 
MSFT Microsoft Corp.
+3.02%
+$40,070.01 
NVDA NVIDIA Corporation
+2.93%
+$15,114.39 
CVX Chevron Corporation
+2.35%
+$10,368.88 
CSCO Cisco Systems, Inc.
+2.14%
+$4,886.73 
BUG Global X Cybersecurity ETF
+1.52%
+$6,529.94 
LMT Lockheed Martin Corporation
+1.5%
+$7,464.95 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$50,868.48 
PH Parker-Hannifin Corporation
+1.43%
+$3,215.17 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$6,228.5 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$2,473.8 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$15,881.6 
OEF iShares S&P 100 ETF
+0.95%
+$1,979.11 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$8,738.86 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$6,984 
IBM International Business Machines Corporation
+0.86%
+$3,630.87 
MCD McDonald's Corporation
+0.82%
+$1,806.21 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$29,152.12 
SHLD Global X Defense Tech ETF
+0.77%
+$4,489.44 
TSLA Tesla, Inc.
+0.76%
+$4,599.6 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$68,548.69 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.75%
+$10,175.2 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.73%
+$4,773.78 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$43,137.69 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$23,784.49 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,809.1 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$5,690.15 
IVV iShares Core S&P 500 ETF
+0.69%
+$6,748.16 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.68%
+$1,945.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$116,865.43 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,707.4 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$9,127.23 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$2,032.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$92,313.6 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$4,656.17 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$17,877.1 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$1,398.72 
IYW iShares U.S. Technology ETF
+0.46%
+$2,818.76 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$990.72 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$5,001.76 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$3,084.65 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$3,356.26 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$2,163.19 
JPM JPMorgan Chase & Co.
+0.27%
+$1,087.58 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$1,241.1 
SO The Southern Company
+0.21%
+$805.6 
JNJ Johnson & Johnson
+0.21%
+$1,104.52 
INDA ISHARES MSCI INDIA ETF
+0.2%
+$1,062.6 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$3,119.4 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$9,502.64 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$2,222.4 
NAN Nuveen New York Quality Municipal Income Fund
+0.18%
+$213.6 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$484 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$286.48 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$253.55 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$420 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$1,007.73 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$356.67 
SCYB Schwab High Yield Bond ETF
+0.08%
+$580.8 
IYG iShares U.S. Financial Services ETF
+0.06%
+$1,006.5 
AEP American Electric Power Company, Inc.
+0.06%
+$108.85 
ZECP Zacks Earnings Consistent Portfolio
+0.05%
+$146.04 
HGER Harbor Commodity All-Weather Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$285,608.96 
ABBV AbbVie Inc.
-2.51%
-$15,463.3 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$8,933.33 
NEE NextEra Energy, Inc.
-1.15%
-$6,958.9 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$20,765.58 
PGR Progressive Corporation
-0.87%
-$4,650 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$8,484.78 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$21,928.85 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$6,229.14 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$62,005.68 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$3,054.23 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$5,402.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$4,444.28 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$1,670.5 
NXP Nuveen Select Tax-Free Income Portfolio
-0.63%
-$3,018.6 
AMT American Tower Corporation
-0.63%
-$2,308.92 
EFA iShares MSCI EAFE ETF
-0.62%
-$3,052.5 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$7,396.25 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$9,291.57 
SCHF Schwab International Equity ETF
-0.58%
-$2,279.84 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$14,990.66 
SBAC SBA Communications Corporation
-0.51%
-$3,081.05 
IWM iShares Russell 2000 ETF
-0.47%
-$1,773.63 
DFIV Dimensional International Value ETF
-0.47%
-$29,141.91 
IDEQ Lazard International Dynamic Equity ETF
-0.43%
-$1,368.45 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$6,315.6 
HD The Home Depot, Inc.
-0.42%
-$854.86 
MBB iShares MBS ETF
-0.4%
-$2,198.17 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,365.97 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$2,465.25 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$3,118.71 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$7,041.92 
VTV Vanguard Value ETF
-0.27%
-$867.29 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$873.6 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$627.25 
VCRB Vanguard Core Bond ETF
-0.25%
-$14,611.05 
BX Blackstone Inc.
-0.25%
-$1,629.48 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$2,487.72 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$3,577.5 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,902.95 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$1,067 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$545.76 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$524.71 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$520.8 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$4,372.1 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$554.76 
VPLS Vanguard Core-Plus Bond ETF
-0.18%
-$6,725.43 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$1,288.17 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$4,547.74 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$11,148.9 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$598.24 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$16,483.72 
TPR Tapestry Inc.
-0.14%
-$2,239.44 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$1,021.38 
MUB iShares National Muni Bond ETF
-0.11%
-$465.72 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$981.12 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$808.3 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.1%
-$258.93 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$1,102.8 
JPIE JPMorgan Income ETF
-0.09%
-$3,726.16 
BINC iShares Flexible Income Active ETF
-0.08%
-$200.83 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$3,682.68 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$263.19 
VO Vanguard Mid-Cap ETF
-0.05%
-$709.92 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.04%
-$120.92 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$462.28 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$70.53 Events
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Dividends
Dividend Analysis
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| Trades 1353 | Longs Won 1006/1353 74% | Profit Factor 24.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $219,754.18 |
| Average Win $63,240.92 | Best Trade (Aug 14) $5.38M | Sharpe Ratio -11.37 |
| Average Loss -$7,381.65 | Worst Trade (Aug 06) -$111,157.67 | Z-Score 9.52 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 3d | Expectancy $45,128.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,648 | $2.38M | $3.6M | - | $1.22M | 51.33% | -7.354% |
| ABBV AbbVie Inc. | 2,390 | $380,243.29 | $599,746.6 | - | $219,503.31 | 57.73% | -2.513% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 9,909 | $688,248.8 | $745,652.25 | - | $57,403.45 | 8.34% | -0.172% |
| AEP American Electric Power Company, Inc. | 1,555 | $203,829 | $198,806.75 | - | -$5,022.25 | -2.46% | +0.055% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,509 | $248,291 | $244,301.33 | - | -$3,989.67 | -1.61% | -0.256% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 6,173 | $268,557.93 | $262,969.8 | - | -$5,588.13 | -2.08% | -0.199% |
| AMT American Tower Corporation | 2,099 | $463,936.62 | $363,882.64 | - | -$100,053.98 | -21.57% | -0.631% |
| AMZN Amazon.com Inc | 1,197 | $262,783.74 | $325,081.25 | - | $62,297.51 | 23.71% | +15.321% |
| AVEM Avantis Emerging Markets Equity ETF | 11,197 | $912,632.95 | $1M | - | $89,610.52 | 9.82% | +0.101% |
| BAI iShares A.I. Innovation and Tech Active ETF | 35,105 | $1.25M | $1.45M | - | $204,069.36 | 16.36% | +0.633% |
| BINC iShares Flexible Income Active ETF | 5,021 | $265,217.7 | $261,041.79 | - | -$4,175.91 | -1.57% | -0.077% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 3,472 | $265,572.92 | $262,274.88 | - | -$3,298.04 | -1.24% | -0.198% |
| BLCR iShares Large Cap Core ACT ETF | 9,732 | $419,026.22 | $473,461.8 | - | $54,435.58 | 12.99% | +1.333% |
| BNY BlackRock New York Municipal Income Trust | 1,936 | $176,389.32 | $302,654.88 | - | $126,265.56 | 71.58% | +0.16% |
| BSV Vanguard Short-Term Bond ETF | 61,378 | $4.75M | $4.76M | - | $10,280.94 | 0.22% | -0.077% |
| BUG Global X Cybersecurity ETF | 11,456 | $403,222.44 | $436,244.5 | - | $33,022.06 | 8.19% | +1.52% |
| BX Blackstone Inc. | 5,092 | $666,368.1 | $650,503 | - | -$15,865.1 | -2.38% | -0.25% |
| CORO Ishares International Country Rotational Active ETF | 21,611 | $703,664.04 | $770,648.26 | - | $66,984.22 | 9.52% | -0.696% |
| CSCO Cisco Systems, Inc. | 2,011 | $236,212 | $233,255.89 | - | -$2,956.11 | -1.25% | +2.14% |
| CVX Chevron Corporation | 2,294 | $342,997.18 | $451,528.02 | - | $108,530.84 | 31.64% | +2.35% |
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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 - $1.18M, iShares Core MSCI International Developed Markets ETF (IDEV) - $774,024.68, Dimensional US Targeted Value ETF - $636,216.8, and Dimensional International Value ETF - $630,997.93. 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 $8.66M earned over time. The largest contributors to dividend income include iShares Core MSCI International Developed Markets ETF (IDEV) - $537,421.2, Vanguard Intermediate-Term Treasury Fund - $532,938.32, Vanguard Core Bond ETF - $418,525.38, JPMorgan Income ETF - $373,473.8, and iShares Core S&P Total U.S. Stock Market ETF - $360,448.46. 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.
