SAO
Sherry A. O'Brien Portfolio
Invests via Anderson Hoagland & Co | Managed by Sherry A. O'Brien
Invests via Anderson Hoagland & Co
Managed by Sherry A. O'Brien
Automatically Tracked
Sherry A. O'Brien Profile
With a distinguished career in executive leadership and operational excellence, Sherry A. O'Brien has significantly influenced the financial services sector. She leverages extensive experience from pivotal roles across corporate finance and investment management to drive innovative solutions tailored for growth-oriented businesses. As an accomplished entrepreneur, her strategic vision focuses on optimizing business performance and delivering exceptional value through sustainable practices. O'Brien’s deep understanding of market dynamics equips her to navigate complex regulatory landscapes while fostering key relationships that amplify organizational success. Her contributions underscore a commitment to advancing industry standards, making her a respected figure among peers.
With a distinguished career in executive leadership and operational excellence, Sherry A. O'Brien has significantly influenced the financial services sector. She leverages extensive experience from pivotal roles across corporate finance and investment management to drive innovative solutions tailored for growth-oriented businesses. As an accomplished entrepreneur, her strategic vision focuses on optimizing business performance and delivering exceptional value through sustainable practices. O'Brien’s deep understanding of market dynamics equips her to navigate complex regulatory landscapes while fostering key relationships that amplify organizational success. Her contributions underscore a commitment to advancing industry standards, making her a respected figure among peers.
Investment Philosophy & Strategy
With a keen eye for innovation, Sherry A. O'Brien strategically identifies growth opportunities that align with market trends. Her entrepreneurial mindset fuels an aggressive pursuit of transformative business models within the financial services arena, enabling adaptive solutions to emerge from competitive challenges. Leveraging her robust operational background, she emphasizes integrating technology to enhance service delivery and client engagement. This approach not only drives revenue growth but also fosters lasting relationships built on trust and performance excellence. By prioritizing scalable investments in high-potential sectors, she crafts tailored strategies that deliver long-term value creation.
With a keen eye for innovation, Sherry A. O'Brien strategically identifies growth opportunities that align with market trends. Her entrepreneurial mindset fuels an aggressive pursuit of transformative business models within the financial services arena, enabling adaptive solutions to emerge from competitive challenges. Leveraging her robust operational background, she emphasizes integrating technology to enhance service delivery and client engagement. This approach not only drives revenue growth but also fosters lasting relationships built on trust and performance excellence. By prioritizing scalable investments in high-potential sectors, she crafts tailored strategies that deliver long-term value creation.
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:
23.56%
Gain +0.79%
Monthly
0.22%
Yearly
2.73%
Drawdown
19.6%
$1.32B
Equity
Holdings
$1.32B
Investment
$778.28M
-$11.7B
Profit +$8.73M
Realized
-$12.24B
Unrealized
$544.93M
Dividends
$104.52M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.79%
Profit
$8.73M
Win %
87%
This Week
Compared To Last Week
Gain
0.88%
Profit
$11.5M
Win %
87%
This Month
Compared to last month
Gain
2.69%
Profit
$34.7M
Win %
87%
This Year
Compared to last year
Gain
2.61%
Profit
$33.89M
Win %
86%
AMZN Amazon.com Inc
+15.32%
+$6.61M 
GOOG Alphabet Inc
+6.88%
+$299,345.04 
TBBK The Bancorp, Inc.
+3.54%
+$122,070.74 
MSFT Microsoft Corp.
+3.02%
+$1.48M 
NVDA NVIDIA Corporation
+2.93%
+$1.49M 
CSCO Cisco Systems, Inc.
+2.14%
+$4,896.45 
LNG Cheniere Energy Inc.
+2.13%
+$41,622.63 
PANW Palo Alto Networks, Inc.
+1.89%
+$165,767.1 
FIX Comfort Systems USA, Inc.
+1.88%
+$137,846.67 
CSW CSW Industrials Inc.
+1.76%
+$4,396.35 
RRC Range Resources Corporation
+1.49%
+$43,133.72 
PWR Quanta Services Inc.
+1.43%
+$90,198.18 
GE General Electric Company
+1.42%
+$193,187.13 
SLB Schlumberger Limited
+1.39%
+$56,097.28 
KLAC KLA Corporation
+1.38%
+$1,967.11 
VUG Vanguard Growth ETF
+1.1%
+$414,229.44 
EQT EQT Corporation
+1.1%
+$33,731.64 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$612,364.88 
XLE Energy Select Sector SPDR Fund
+1%
+$11,552.79 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$126,618.8 
IBM International Business Machines Corporation
+0.86%
+$72,455.09 
GEV GE Vernova Inc.
+0.85%
+$92,656.5 
EMR Emerson Electric Co.
+0.79%
+$2,085.08 
AVTM Avantis Total Equity Markets ETF
+0.78%
+$68,337.36 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$9,708.12 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,447.15 
LRGF iShares U.S. Equity Factor ETF
+0.71%
+$2,266.37 
CAT Caterpillar Inc.
+0.7%
+$69,820.26 
IVV iShares Core S&P 500 ETF
+0.69%
+$120,980.48 
BROS Dutch Bros Inc.
+0.61%
+$22,026 
AVUS Avantis U.S. Equity ETF
+0.57%
+$114,176.88 
QBTS D-Wave Quantum Inc.
+0.56%
+$6,406.7 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$19,044.98 
GM General Motors Company
+0.52%
+$34,262.18 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$6,312.67 
VFMV Vanguard U.S. Minimum Volatility ETF
+0.45%
+$115,898.69 
IWD iShares Russell 1000 Value ETF
+0.44%
+$5,753.13 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.39%
+$71,701.8 
AVGO Broadcom Inc.
+0.37%
+$20,884.32 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,827.88 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$3,079.68 
BAC Bank of America Corporation
+0.36%
+$49,249.64 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$37,777.04 
JPM JPMorgan Chase & Co.
+0.27%
+$79,980.84 
KBE SPDR S&P Bank ETF
+0.24%
+$846.6 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$516.36 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$8,441.49 
JNJ Johnson & Johnson
+0.21%
+$11,212.15 
INDA ISHARES MSCI INDIA ETF
+0.2%
+$8,587.4 
CMI Cummins Inc.
+0.19%
+$29,168.48 
INTU Intuit Inc.
+0.18%
+$3,172.09 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$13,716.8 
MMM 3M Company
+0.12%
+$5,816.18 
C Citigroup Inc.
+0.1%
+$8,660.58 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$19,180.26 
WMT Walmart Inc.
+0.09%
+$3,802.78 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$2,655.35 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$11,277.63 
DIS The Walt Disney Company
+0.03%
+$1,035.15 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$2,141.02 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$1,639.02 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$516.78 
ILMN Illumina, Inc.
+0.01%
+$145.75 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
758075AF2
0%
$0 
AAPL Apple Inc.
-7.35%
-$77,434.16 
MU Micron Technology, Inc.
-5.9%
-$20,342.2 
IBKR Interactive Brokers Group Inc.
-2.75%
-$108,205.44 
ABBV AbbVie Inc.
-2.51%
-$53,487.49 
CCJ Cameco Corporation
-2.1%
-$110,900.1 
IBB iShares Biotechnology ETF
-1.87%
-$60,428.27 
TPB Turning Point Brands Inc.
-1.84%
-$12,709.22 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$59,405.59 
DHI D.R. Horton, Inc.
-1.7%
-$52,870.39 
AON Aon plc
-1.64%
-$65,780.76 
SNOW Snowflake Inc.
-1.62%
-$110,681.89 
IAU iShares Gold Trust
-1.46%
-$869,715.8 
LUV Southwest Airlines Co.
-1.38%
-$51,545.97 
NKE Nike, Inc. - Class B
-1.37%
-$30,084.6 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$100,306.53 
DAL Delta Air Lines, Inc.
-1.3%
-$62,415.1 
TM Toyota Motor Corporation
-1.28%
-$26,801.59 
FCX Freeport-McMoRan Inc.
-1.28%
-$88,620.48 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$91,185.03 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$150,745.8 
XOM Exxon Mobil Corporation
-0.97%
-$82,358.37 
SOFI SoFi Technologies, Inc.
-0.97%
-$59,221.28 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$72,376.4 
EWJV iShares MSCI Japan Value ETF
-0.94%
-$110,593.37 
GILD Gilead Sciences Inc.
-0.81%
-$31,047.9 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$5,029.9 
AVES Avantis Emerging Markets Value ETF
-0.75%
-$74,234.62 
MLI Mueller Industries Inc.
-0.67%
-$41,402.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$183,683.84 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$97,573.14 
GS The Goldman Sachs Group, Inc.
-0.63%
-$9,156.23 
AVDS Avantis International Small Cap Equity ETF
-0.6%
-$2,277 
ROST Ross Stores, Inc.
-0.59%
-$24,171.05 
AVIV Avantis International Large Cap Value ETF
-0.57%
-$24,035 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$7,724.14 
LLY Eli Lilly and Company
-0.53%
-$140,597.68 
RGA Reinsurance Group of America, Inc.
-0.51%
-$19,305.36 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$36,543.5 
IWM iShares Russell 2000 ETF
-0.47%
-$262,747.03 
AVDE Avantis International Equity ETF
-0.46%
-$20,539.26 
VGK Vanguard FTSE Europe ETF
-0.44%
-$101,624 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$48,009.24 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$4,003.21 
BAB Invesco Taxable Municipal Bond ETF
-0.34%
-$4,991.58 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$1,584.03 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$1,612.02 
VTV Vanguard Value ETF
-0.27%
-$963.45 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$2,404.86 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$3,407.08 
VB Vanguard Small-Cap ETF
-0.22%
-$4,418.57 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$4,436.62 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,382.88 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,604.21 
EPD Enterprise Products Partners L.P.
-0.18%
-$540.41 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$2,342.2 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$338.15 
VFVA Vanguard U.S. Value Factor Fund
-0.14%
-$53,647.93 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$4,567.89 
MUB iShares National Muni Bond ETF
-0.11%
-$391.2 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$8,660.35 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$1,326.56 
VFMO Vanguard U.S. Momentum Factor Fund
-0.07%
-$17,578.4 
FXI iShares China Large-Cap ETF
-0.06%
-$398.46 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$12,174.9 
VO Vanguard Mid-Cap ETF
-0.05%
-$5,748.92 
EUFN iShares MSCI Europe Financials ETF
-0.05%
-$3,035.14 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$1,007.29 
V Visa Inc. Class A
-0.04%
-$6,173.14 
UBER Uber Technologies, Inc.
-0.01%
-$639.75 
VFMF Vanguard U.S. Multifactor ETF
-0.01%
-$6,052.46 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 5522 | Longs Won 3614/5522 65% | Profit Factor 0.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $232.59M |
| Average Win $24.98M | Best Trade (Mar 31) $2.05B | Sharpe Ratio -9.4 |
| Average Loss -$53.45M | Worst Trade (Sep 30) -$10.16B | Z-Score -12.05 (100%) |
| Commissions $0 | Avg. Trade Length 2y 9m 2w 2d | Expectancy -$2.12M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 124.23% | 116.38% | 112.01% | 109.02% | 106.75% | 104.93% | 103.42% | 102.13% | 101% |
| Consecutive Losing Trades | 25 | 22 | 20 | 17 | 15 | 12 | 10 | 7 | 5 | 2 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 758075AF2 | 10,000 | $9.94M | $9.94M | - | - | - | 0.0 |
| AAPL Apple Inc. | 3,158 | $552,557.88 | $975,537.78 | - | $422,979.9 | 76.55% | -7.354% |
| ABBV AbbVie Inc. | 8,267 | $1.89M | $2.07M | - | $185,328.2 | 9.81% | -2.513% |
| AMZN Amazon.com Inc | 183,125 | $21.59M | $49.73M | - | $28.14M | 130.37% | +15.321% |
| AON Aon plc | 10,927 | $2.91M | $3.94M | - | $1.03M | 35.21% | -1.642% |
| ASML ASML Holding N.V. New York Registry Shares | 4,470 | $2.55M | $7.28M | - | $4.73M | 185.24% | -1.359% |
| AVDE Avantis International Equity ETF | 48,903 | $2.5M | $4.46M | - | $1.96M | 78.49% | -0.458% |
| AVDS Avantis International Small Cap Equity ETF | 4,950 | $355,845.05 | $378,130.5 | - | $22,285.45 | 6.26% | -0.599% |
| AVDV Avantis International Small Cap Value ETF | 73,087 | $3.52M | $7.65M | - | $4.12M | 117.06% | -0.476% |
| AVES Avantis Emerging Markets Value ETF | 157,946 | $6.31M | $9.83M | - | $3.52M | 55.73% | -0.749% |
| AVGO Broadcom Inc. | 14,503 | $1.4M | $5.65M | - | $4.24M | 301.88% | +0.371% |
| AVIV Avantis International Large Cap Value ETF | 52,250 | $2.51M | $4.22M | - | $1.71M | 68.14% | -0.567% |
| AVLV Avantis U.S. Large Cap Value ETF | 105,513 | $7.06M | $9.72M | - | $2.66M | 37.65% | +0.141% |
| AVTM Avantis Total Equity Markets ETF | 162,708 | $7.61M | $8.78M | - | $1.17M | 15.39% | +0.784% |
| AVUS Avantis U.S. Equity ETF | 158,579 | $13.5M | $20.23M | - | $6.74M | 49.91% | +0.567% |
| BAB Invesco Taxable Municipal Bond ETF | 55,462 | $1.5M | $1.46M | - | -$45,044.99 | -3% | -0.341% |
| BAC Bank of America Corporation | 223,862 | $5M | $13.87M | - | $8.87M | 177.61% | +0.356% |
| BRK-B Berkshire Hathaway Inc. | 2,058 | $544,504.84 | $1.05M | - | $508,244.48 | 93.34% | +0.365% |
| BROS Dutch Bros Inc. | 55,065 | $3.37M | $3.62M | - | $253,849.65 | 7.53% | +0.611% |
| C Citigroup Inc. | 66,625 | $4.04M | $8.82M | - | $4.78M | 118.27% | +0.098% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Sherry A. O'Brien?
The largest contributions to the portfolio's profits come from the following stocks: 629568106 - $5.82B, CVO - $4.7B, 655042109 - $4.65B, LZ - $3.35B, and 459655106 - $3.23B. 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: CKR - $13.94B, 74264N105 - $7.69B, 00B01FLR7 - $5.78B, 256605106 - $5.31B, and ABKFQ - $3.77B. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sherry A. O'Brien's portfolio generate?
The portfolio generates substantial dividend income, with a total of $104.52M earned over time. The largest contributors to dividend income include Vanguard FTSE Emerging Markets ETF - $4.7M, JPMorgan Chase & Co - $4.33M, VANGUARD FTSE DEVELOPED MARKETS ETF - $3.92M, Vanguard U.S. Value Factor Fund - $3.67M, and Vanguard Short-Term Inflation-Protected Securities Index Fund - $3.43M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sherry A. O'Brien's monthly returns?
Sherry A. O'Brien's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Sherry A. O'Brien's strategy be considered aggressive or moderate?
Sherry A. O'Brien's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Sherry A. O'Brien's strategy?
Sherry A. O'Brien's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
