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:
22.63%
Gain -0.19%
Monthly
0.22%
Yearly
2.7%
Drawdown
19.6%
$1.3B
Equity
Holdings
$1.3B
Investment
$778.28M
-$11.72B
Profit +$817,584.39
Realized
-$12.24B
Unrealized
$526.27M
Dividends
$106.75M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.19%
Profit
$817,584.39
Win %
83%
This Week
Compared To Last Week
Gain
0.06%
Profit
$817,584.39
Win %
83%
This Month
Compared to last month
Gain
-0.25%
Profit
-$3.23M
Win %
83%
This Year
Compared to last year
Gain
1.16%
Profit
$15.24M
Win %
83%
KLAC KLA Corporation
+4.12%
+$6,525.4 
FCX Freeport-McMoRan Inc.
+3.65%
+$276,802.24 
FIX Comfort Systems USA, Inc.
+3.51%
+$255,849.85 
ASML ASML Holding N.V. New York Registry Shares
+3.48%
+$281,118.34 
AVGO Broadcom Inc.
+3.15%
+$157,067.34 
MLI Mueller Industries Inc.
+3.01%
+$169,751.07 
IBKR Interactive Brokers Group Inc.
+2.83%
+$105,598.08 
CSW CSW Industrials Inc.
+2.81%
+$6,542.85 
CAT Caterpillar Inc.
+2.29%
+$233,104.02 
CSCO Cisco Systems, Inc.
+2.27%
+$4,977.05 
RGA Reinsurance Group of America, Inc.
+2.21%
+$86,316.55 
PWR Quanta Services Inc.
+2.17%
+$138,422.32 
EMR Emerson Electric Co.
+2.09%
+$5,857.59 
NVDA NVIDIA Corporation
+2.04%
+$1.23M 
CMI Cummins Inc.
+1.95%
+$240,634.02 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.69%
+$1.09M 
PANW Palo Alto Networks, Inc.
+1.39%
+$148,519.24 
ILMN Illumina, Inc.
+1.39%
+$53,562.4 
AVES Avantis Emerging Markets Value ETF
+1.35%
+$138,202.75 
LUV Southwest Airlines Co.
+1.34%
+$45,818.64 
GOOG Alphabet Inc
+1.32%
+$57,666.73 
IWP iShares Russell Mid-Cap Growth ETF
+1.27%
+$6,372 
VFMO Vanguard U.S. Momentum Factor Fund
+1.24%
+$312,291.26 
IJK iShares S&P Mid-Cap 400 Growth ETF
+1.23%
+$22,634.43 
SLB Schlumberger Limited
+1.21%
+$48,672.64 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.18%
+$14,704.24 
IWO iShares Russell 2000 Growth ETF
+1.17%
+$7,464.3 
IWF iShares Russell 1000 Growth ETF
+1.13%
+$15,489.36 
VUG Vanguard Growth ETF
+1.1%
+$443,180.96 
VB Vanguard Small-Cap ETF
+1.06%
+$20,419.75 
IWM iShares Russell 2000 ETF
+1.01%
+$531,170.76 
AMZN Amazon.com Inc
+0.94%
+$428,512.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.94%
+$257,941.2 
KBE SPDR S&P Bank ETF
+0.93%
+$2,938.2 
KRE SPDR S&P Regional Banking ETF
+0.92%
+$34,030.2 
VEU Vanguard FTSE All-World ex-US ETF
+0.92%
+$18,732.48 
DIS The Walt Disney Company
+0.9%
+$31,572.08 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.89%
+$5,949.27 
EPD Enterprise Products Partners L.P.
+0.84%
+$2,316 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.8%
+$29,352.93 
IEFA iShares Core MSCI EAFE ETF
+0.79%
+$116,932.89 
VGK Vanguard FTSE Europe ETF
+0.78%
+$170,220.2 
AVDE Avantis International Equity ETF
+0.77%
+$33,743.07 
IVV iShares Core S&P 500 ETF
+0.75%
+$135,276.02 
LRGF iShares U.S. Equity Factor ETF
+0.74%
+$2,413.28 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.72%
+$6,159.36 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.7%
+$1,521.72 
SPY SPDR S&P 500 ETF Trust
+0.69%
+$1,439.01 
MTUM iShares MSCI USA Momentum Factor ETF
+0.69%
+$102,273.18 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.69%
+$90,684.12 
AVUS Avantis U.S. Equity ETF
+0.68%
+$138,756.62 
AAPL Apple Inc.
+0.65%
+$6,821.25 
VWO Vanguard FTSE Emerging Markets ETF
+0.64%
+$85,920.13 
C Citigroup Inc.
+0.64%
+$53,966.25 
IDXX IDEXX Laboratories, Inc.
+0.63%
+$31,960.5 
EWJV iShares MSCI Japan Value ETF
+0.6%
+$72,438.49 
AVDV Avantis International Small Cap Value ETF
+0.59%
+$46,410.25 
IWS iShares Russell Mid-Cap Value ETF
+0.59%
+$2,945 
VIG Vanguard Dividend Appreciation ETF
+0.58%
+$6,117.28 
GS The Goldman Sachs Group, Inc.
+0.58%
+$7,319.37 
BROS Dutch Bros Inc.
+0.57%
+$12,114.3 
VO Vanguard Mid-Cap ETF
+0.56%
+$63,238.12 
AVIV Avantis International Large Cap Value ETF
+0.55%
+$22,728.75 
DFUV Dimensional US Marketwide Value ETF
+0.54%
+$1,269.38 
AVDS Avantis International Small Cap Equity ETF
+0.5%
+$1,930.5 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.47%
+$6,155.4 
VFMV Vanguard U.S. Minimum Volatility ETF
+0.46%
+$116,256.4 
EUFN iShares MSCI Europe Financials ETF
+0.44%
+$25,798.69 
IVE ISHARES S&P 500 VALUE ETF
+0.44%
+$3,565 
IWD iShares Russell 1000 Value ETF
+0.41%
+$5,312.57 
TPB Turning Point Brands Inc.
+0.4%
+$1,997.16 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.34%
+$45,814.9 
ABBV AbbVie Inc.
+0.34%
+$7,192.37 
INDA ISHARES MSCI INDIA ETF
+0.32%
+$12,881.1 
MSFT Microsoft Corp.
+0.32%
+$175,685.22 
VTEB Vanguard Tax-Exempt Bond ETF
+0.32%
+$25,981.05 
VFMF Vanguard U.S. Multifactor ETF
+0.31%
+$169,384.32 
RRC Range Resources Corporation
+0.31%
+$8,407.42 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.3%
+$53,776.35 
MUB iShares National Muni Bond ETF
+0.27%
+$896.5 
GEV GE Vernova Inc.
+0.23%
+$25,589.14 
PNC The PNC Financial Services Group, Inc.
+0.21%
+$2,503.32 
AVLV Avantis U.S. Large Cap Value ETF
+0.2%
+$18,992.34 
SUB iShares Short-Term National Muni Bond ETF
+0.2%
+$10,593.99 
VFVA Vanguard U.S. Value Factor Fund
+0.19%
+$70,717.08 
VTV Vanguard Value ETF
+0.16%
+$555.22 
DAL Delta Air Lines, Inc.
+0.13%
+$5,970.14 
BRK-B Berkshire Hathaway Inc.
+0.13%
+$1,347.99 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$19,180.26 
MMM 3M Company
+0.05%
+$2,215.76 
VLUE iShares MSCI USA Value Factor ETF
+0.04%
+$3,747.33 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$9,398.02 
TFLO iShares Treasury Floating Rate Bond ETF
+0.03%
+$1,872.26 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$2,458.53 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$2,676.28 
AVTM Avantis Total Equity Markets ETF
0%
+$244.06 
SOFI SoFi Technologies, Inc.
0%
$0 7580
758075AF2
0%
$0 
NKE Nike, Inc. - Class B
-5.43%
-$99,071.7 
FXI iShares China Large-Cap ETF
-2.36%
-$15,938.4 
LNG Cheniere Energy Inc.
-2.15%
-$44,266.36 
AON Aon plc
-2.08%
-$62,721.09 
ROST Ross Stores, Inc.
-2.03%
-$76,541.66 
GILD Gilead Sciences Inc.
-1.74%
-$74,283.52 
MU Micron Technology, Inc.
-1.46%
-$6,323.7 
IBM International Business Machines Corporation
-1.41%
-$121,012.65 
TM Toyota Motor Corporation
-1.17%
-$23,315.3 
IAU iShares Gold Trust
-1.1%
-$661,907.6 
TTWO Take-Two Interactive Software, Inc.
-1.07%
-$28,642.51 
INTU Intuit Inc.
-0.95%
-$15,025.5 
VRTX Vertex Pharmaceuticals Incorporated
-0.82%
-$65,610.62 
GM General Motors Company
-0.81%
-$48,041.54 
LLY Eli Lilly and Company
-0.73%
-$192,891.76 
TBBK The Bancorp, Inc.
-0.71%
-$18,657.1 
JNJ Johnson & Johnson
-0.69%
-$37,867.45 
SNOW Snowflake Inc.
-0.68%
-$53,044.3 
QBTS D-Wave Quantum Inc.
-0.66%
-$7,047.37 
JPM JPMorgan Chase & Co.
-0.51%
-$143,795.34 
UBER Uber Technologies, Inc.
-0.47%
-$20,472 
IBB iShares Biotechnology ETF
-0.29%
-$10,277.88 
CCJ Cameco Corporation
-0.27%
-$14,087.31 
BAC Bank of America Corporation
-0.25%
-$30,221.37 
DHI D.R. Horton, Inc.
-0.23%
-$6,849.56 
TLH iShares 10-20 Year Treasury Bond ETF
-0.16%
-$2,106.6 
BAB Invesco Taxable Municipal Bond ETF
-0.16%
-$2,218.48 
V Visa Inc. Class A
-0.13%
-$21,167 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$4,567.89 
WMT Walmart Inc.
-0.12%
-$4,563.24 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$998.02 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.11%
-$1,405.32 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.09%
-$4,516.92 
EQT EQT Corporation
-0.09%
-$2,617.11 
XOM Exxon Mobil Corporation
-0.08%
-$6,998.31 
XLE Energy Select Sector SPDR Fund
-0.07%
-$881.14 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$1,007.29 
VGSH Vanguard Short-Term Treasury Fund
-0.04%
-$8,116.06 
GE General Electric Company
-0.02%
-$2,496.07 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5522 | Longs Won 3587/5522 64% | Profit Factor 0.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $232.59M |
| Average Win $25.17M | Best Trade (Mar 31) $2.05B | Sharpe Ratio -9.4 |
| Average Loss -$52.71M | Worst Trade (Sep 30) -$10.16B | Z-Score -13.26 (100%) |
| Commissions $0 | Avg. Trade Length 2y 9m 3w 2d | Expectancy -$2.12M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 123.86% | 116.14% | 111.84% | 108.89% | 106.65% | 104.86% | 103.37% | 102.1% | 100.98% |
| Consecutive Losing Trades | 25 | 22 | 20 | 17 | 15 | 12 | 10 | 7 | 5 | 2 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7580 758075AF2 | 10,000 | $9.94M | $9.94M | - | - | - | 0.0 |
| AAPL Apple Inc. | 3,158 | $552,557.88 | $1.05M | - | $497,413.96 | 90.02% | +0.654% |
| ABBV AbbVie Inc. | 8,267 | $1.89M | $2.16M | - | $266,840.82 | 14.12% | +0.335% |
| AMZN Amazon.com Inc | 183,125 | $21.59M | $45.89M | - | $24.3M | 112.54% | +0.943% |
| AON Aon plc | 10,927 | $2.91M | $2.95M | - | $38,798.75 | 1.33% | -2.08% |
| ASML ASML Holding N.V. New York Registry Shares | 4,470 | $2.55M | $8.37M | - | $5.81M | 227.68% | +3.477% |
| AVDE Avantis International Equity ETF | 48,903 | $2.5M | $4.4M | - | $1.9M | 76.2% | +0.772% |
| AVDS Avantis International Small Cap Equity ETF | 4,950 | $355,845.05 | $385,011 | - | $29,165.95 | 8.2% | +0.504% |
| AVDV Avantis International Small Cap Value ETF | 73,087 | $3.52M | $7.94M | - | $4.42M | 125.47% | +0.588% |
| AVES Avantis Emerging Markets Value ETF | 157,946 | $6.31M | $10.37M | - | $4.06M | 64.33% | +1.35% |
| AVGO Broadcom Inc. | 14,503 | $1.4M | $5.14M | - | $3.74M | 265.94% | +3.152% |
| AVIV Avantis International Large Cap Value ETF | 52,250 | $2.51M | $4.14M | - | $1.63M | 64.94% | +0.552% |
| AVLV Avantis U.S. Large Cap Value ETF | 105,513 | $7.06M | $9.64M | - | $2.58M | 36.47% | +0.197% |
| AVTM Avantis Total Equity Markets ETF | 162,708 | $7.61M | $8.92M | - | $1.31M | 17.24% | +0.003% |
| AVUS Avantis U.S. Equity ETF | 158,579 | $13.5M | $20.55M | - | $7.05M | 52.25% | +0.68% |
| BAB Invesco Taxable Municipal Bond ETF | 55,462 | $1.5M | $1.4M | - | -$98,843.13 | -6.58% | -0.158% |
| BAC Bank of America Corporation | 223,862 | $5M | $12M | - | $7M | 140.17% | -0.251% |
| BRK-B Berkshire Hathaway Inc. | 2,058 | $544,504.84 | $1.03M | - | $486,872.15 | 89.42% | +0.131% |
| BROS Dutch Bros Inc. | 55,065 | $3.37M | $2.14M | - | -$1.23M | -36.57% | +0.57% |
| C Citigroup Inc. | 66,625 | $4.04M | $8.52M | - | $4.47M | 110.63% | +0.638% |
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Option values are updated at end of day.
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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 $106.75M earned over time. The largest contributors to dividend income include Vanguard FTSE Emerging Markets ETF - $4.72M, JPMorgan Chase & Co - $4.33M, VANGUARD FTSE DEVELOPED MARKETS ETF - $3.99M, Vanguard U.S. Value Factor Fund - $3.84M, and Vanguard Short-Term Inflation-Protected Securities Index Fund - $3.52M. 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.
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