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:
24.78%
Gain 0%
Monthly
0.23%
Yearly
2.8%
Drawdown
18.05%
$13.11B
Equity
Holdings
$13.11B
Investment
$12.97B
-$7.15B
Profit +$283,951.66
Realized
-$7.3B
Unrealized
$142.59M
Dividends
$103.68M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.001%
Profit
$283,951.66
Win %
87%
This Week
Compared To Last Week
Gain
0.01%
Profit
$1.21M
Win %
87%
This Month
Compared to last month
Gain
-0.04%
Profit
-$5.97M
Win %
87%
This Year
Compared to last year
Gain
1.56%
Profit
$290.94M
Win %
87%
VRTX Vertex Pharmaceuticals Incorporated
+6.03%
+$472,491.52 
AAPL Apple Inc.
+4.84%
+$45,229.5 
GILD Gilead Sciences Inc.
+4.21%
+$153,525.1 
AON Aon plc
+4.05%
+$137,526.5 
DIS The Walt Disney Company
+3.96%
+$131,838.94 
IDXX IDEXX Laboratories, Inc.
+3.76%
+$200,117.04 
JNJ Johnson & Johnson
+3.57%
+$193,086.91 
KO The Coca-Cola Company
+3.51%
+$92,904.3 
V Visa Inc. Class A
+3.15%
+$516,267.66 
INTU Intuit Inc.
+3.1%
+$73,867.85 
IBB iShares Biotechnology ETF
+2.94%
+$81,680.04 
COST Costco Wholesale Corporation
+2.92%
+$6,399 
TM Toyota Motor Corporation
+2.91%
+$72,051.95 
WMT Walmart Inc.
+2.77%
+$114,696.58 
ILMN Illumina, Inc.
+2.6%
+$69,718.3 
RGA Reinsurance Group of America, Inc.
+2.48%
+$87,472.66 
UBER Uber Technologies, Inc.
+2.44%
+$113,235.75 
MCK McKesson Corporation
+2.37%
+$4,797.12 
RRC Range Resources Corporation
+2.27%
+$61,440.12 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+2.06%
+$266,052.16 
IAU iShares Gold Trust
+2.04%
+$1.25M 
EUFN iShares MSCI Europe Financials ETF
+2.02%
+$119,654.19 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+2%
+$348,119.77 
TTWO Take-Two Interactive Software, Inc.
+1.87%
+$65,954.41 
LLY Eli Lilly and Company
+1.86%
+$487,541.35 
VGK Vanguard FTSE Europe ETF
+1.8%
+$403,083.28 
MSFT Microsoft Corp.
+1.62%
+$672,951.78 
BRK-B Berkshire Hathaway Inc.
+1.61%
+$15,983.52 
EWJV iShares MSCI Japan Value ETF
+1.53%
+$176,198.79 
VUG Vanguard Growth ETF
+1.47%
+$595,965 
IEFA iShares Core MSCI EAFE ETF
+1.27%
+$189,335.15 
IWD iShares Russell 1000 Value ETF
+1.2%
+$15,186.19 
IBM International Business Machines Corporation
+1.14%
+$122,791.39 
IVE ISHARES S&P 500 VALUE ETF
+1.06%
+$8,627.3 
CSWI CSW Industrials Inc.
+1.05%
+$2,273.69 
USMV iShares MSCI USA Min Vol Factor ETF
+1.03%
+$210,228 
DHI D.R. Horton, Inc.
+0.96%
+$33,174.96 
VIG Vanguard Dividend Appreciation ETF
+0.91%
+$9,715.64 
SMIN iShares MSCI India Small-Cap ETF
+0.85%
+$58,485 
LNG Cheniere Energy Inc.
+0.84%
+$17,343 
VFMV Vanguard U.S. Minimum Volatility ETF
+0.81%
+$208,225.27 
AVDV Avantis International Small Cap Value ETF
+0.79%
+$63,769.76 
AVES Avantis Emerging Markets Value ETF
+0.78%
+$82,028.5 
XLE Energy Select Sector SPDR Fund
+0.78%
+$8,787.12 
VDE Vanguard Energy ETF
+0.74%
+$1,839.27 
IWS iShares Russell Mid-Cap Value ETF
+0.73%
+$3,719.98 
FCX Freeport-McMoRan Inc.
+0.73%
+$48,139.52 
ROST Ross Stores, Inc.
+0.72%
+$25,912.08 
AVDS Avantis International Small Cap Equity ETF
+0.7%
+$2,594.35 
VFVA Vanguard U.S. Value Factor Fund
+0.7%
+$260,606.6 
GE General Electric Company
+0.69%
+$99,164.5 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.65%
+$1,459 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.64%
+$283,563.9 
GM General Motors Company
+0.64%
+$35,884.8 
BAC Bank of America Corporation
+0.63%
+$84,183.14 
EPD Enterprise Products Partners L.P.
+0.63%
+$1,775.6 
XOM Exxon Mobil Corporation
+0.59%
+$47,654.49 
AMZN Amazon.com Inc
+0.4%
+$177,923.22 
VEU Vanguard FTSE All-World ex-US ETF
+0.31%
+$7,465.64 
MMM 3M Company
+0.3%
+$13,344.68 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.3%
+$15,988.28 
SCHP Schwab U.S. TIPS ETF
+0.19%
+$9,312.1 
GOVT iShares U.S. Treasury Bond ETF
+0.18%
+$2,600.56 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.17%
+$3,335.2 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.17%
+$3,136.6 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.16%
+$1,859.52 
MUB iShares National Muni Bond ETF
+0.15%
+$8,679.68 
VO Vanguard Mid-Cap ETF
+0.14%
+$16,519.8 
GS The Goldman Sachs Group, Inc.
+0.14%
+$1,964.08 
DFUV Dimensional US Marketwide Value ETF
+0.13%
+$301.21 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.12%
+$6,140.4 
JPM JPMorgan Chase & Co.
+0.12%
+$34,231.4 
VTEB Vanguard Tax-Exempt Bond ETF
+0.12%
+$18,705.96 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$2,639.78 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$24,451.42 
SLB Schlumberger Limited
+0.09%
+$3,301.24 
SUB iShares Short-Term National Muni Bond ETF
+0.07%
+$3,648.89 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.05%
+$4,491.16 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.05%
+$875.88 
TLH iShares 10-20 Year Treasury Bond ETF
+0.05%
+$1,290 
VFMF Vanguard U.S. Multifactor ETF
+0.04%
+$24,629.52 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$3,619.8 
TFLO iShares Treasury Floating Rate Bond ETF
+0.04%
+$2,919.22 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$1,846.27 
758075AF2
0%
$0 
AVDE
0%
$0 
AVIV
0%
$0 
AVLV Avantis U.S. Large Cap Value ETF
0%
$0 
CTLP Cantaloupe Inc
0%
$0 
EQT
0%
$0 
SNOW
0%
$0 
FIX Comfort Systems USA, Inc.
-6.64%
-$752,140.87 
ASML ASML Holding N.V. New York Registry Shares
-4%
-$374,866.65 
MTUM iShares MSCI USA Momentum Factor ETF
-3.53%
-$522,501.65 
PWR Quanta Services Inc.
-3.34%
-$270,245.59 
CMI Cummins Inc.
-3.02%
-$391,243.88 
CAT Caterpillar Inc.
-2.81%
-$457,342.54 
VFMO Vanguard U.S. Momentum Factor Fund
-2.78%
-$770,453.23 
AVGO Broadcom Inc.
-2.41%
-$138,239.34 
IBKR Interactive Brokers Group Inc.
-2.06%
-$83,435.52 
GEV GE Vernova Inc.
-1.87%
-$262,122.72 
TPB Turning Point Brands Inc.
-1.64%
-$13,299 
MLI Mueller Industries Inc.
-1.6%
-$93,862.08 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.57%
-$1.01M 
BROS Dutch Bros Inc.
-1.57%
-$63,324.75 
KRE SPDR S&P Regional Banking ETF
-1.52%
-$52,715.18 
AIA iShares Asia 50 ETF
-1.52%
-$19,219.95 
IWF iShares Russell 1000 Growth ETF
-1.51%
-$20,467.41 
NVDA NVIDIA Corporation
-1.39%
-$721,440.5 
IWP iShares Russell Mid-Cap Growth ETF
-1.37%
-$7,127.96 
VLUE iShares MSCI USA Value Factor ETF
-1.28%
-$111,845 
PANW Palo Alto Networks, Inc.
-1.13%
-$107,918 
IWO iShares Russell 2000 Growth ETF
-1.1%
-$7,732.82 
KBE SPDR S&P Bank ETF
-1.09%
-$3,765.04 
SOFI SoFi Technologies, Inc.
-1.08%
-$67,078.4 
TBBK The Bancorp, Inc.
-1.01%
-$35,895.6 
CCJ Cameco Corporation
-0.87%
-$51,986.85 
PNC The PNC Financial Services Group, Inc.
-0.85%
-$11,591.41 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.82%
-$2,765.76 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.81%
-$15,587.08 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.76%
-$101,530.24 
IWM iShares Russell 2000 ETF
-0.58%
-$329,347.51 
AVTM Avantis Total Equity Markets ETF
-0.53%
-$47,185.32 
GOOG Alphabet Inc
-0.48%
-$23,076.72 
VB Vanguard Small-Cap ETF
-0.39%
-$8,626.48 
EMR Emerson Electric Co.
-0.34%
-$830.48 
DAL Delta Air Lines, Inc.
-0.33%
-$17,897.11 
AVUS Avantis U.S. Equity ETF
-0.33%
-$65,736.09 
LRGF iShares U.S. Equity Factor ETF
-0.23%
-$713.49 
FXI iShares China Large-Cap ETF
-0.19%
-$1,186.02 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.14%
-$5,309.91 
C Citigroup Inc.
-0.11%
-$10,660 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.09%
-$769.92 
BAB Invesco Taxable Municipal Bond ETF
-0.07%
-$1,743.84 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.01%
-$179.41 Events
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Dividends
Dividend Analysis
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| Trades 5415 | Longs Won 3469/5415 64% | Profit Factor 0.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $235.28M |
| Average Win $27.28M | Best Trade (Mar 31) $2.05B | Sharpe Ratio -8.71 |
| Average Loss -$53.93M | Worst Trade (Sep 30) -$10.16B | Z-Score -12.39 (100%) |
| Commissions $0 | Avg. Trade Length 2y 9m 1w 1d | Expectancy -$1.32M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 418.78% | 272.11% | 211.46% | 176.81% | 153.9% | 137.4% | 124.84% | 114.89% | 106.77% |
| Consecutive Losing Trades | 243 | 219 | 195 | 170 | 146 | 122 | 97 | 73 | 49 | 24 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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