Michael Abram Portfolio
Invests via INTEGRAL INVESTMENT ADVISORS Inc. | Managed by Michael Abram
Invests via INTEGRAL INVESTMENT ADVISORS Inc.
Managed by Michael Abram
Automatically Tracked
Michael Abram Profile
With a rich background in entrepreneurship and business leadership, Michael Abram has carved out a notable presence in the tech industry. His track record includes founding innovative startups that focus on cutting-edge software solutions tailored to enhance operational efficiency. Known for fostering collaborative environments, he leads teams toward successful project execution and market expansion initiatives. Moreover, his insights into technology commercialization provide valuable perspectives for investors seeking disruptive trends within the digital landscape. Throughout his career, Abram's strategic vision has attracted attention from various stakeholders in the investment community.
With a rich background in entrepreneurship and business leadership, Michael Abram has carved out a notable presence in the tech industry. His track record includes founding innovative startups that focus on cutting-edge software solutions tailored to enhance operational efficiency. Known for fostering collaborative environments, he leads teams toward successful project execution and market expansion initiatives. Moreover, his insights into technology commercialization provide valuable perspectives for investors seeking disruptive trends within the digital landscape. Throughout his career, Abram's strategic vision has attracted attention from various stakeholders in the investment community.
Investment Philosophy & Strategy
In the fast-paced world of technology, Michael Abram exemplifies an entrepreneurial approach that prioritizes innovation and market adaptability. His expertise in founding startups has led to a keen understanding of emerging software solutions that significantly enhance operational frameworks across various sectors. By consistently championing collaboration among teams, he is adept at navigating competitive dynamics while driving product development and market entry strategies. This unique positioning allows for strategic partnerships and funding opportunities aimed at capturing disruptive trends, making him a valuable asset within the investment landscape.
In the fast-paced world of technology, Michael Abram exemplifies an entrepreneurial approach that prioritizes innovation and market adaptability. His expertise in founding startups has led to a keen understanding of emerging software solutions that significantly enhance operational frameworks across various sectors. By consistently championing collaboration among teams, he is adept at navigating competitive dynamics while driving product development and market entry strategies. This unique positioning allows for strategic partnerships and funding opportunities aimed at capturing disruptive trends, making him a valuable asset within the investment landscape.
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:
67.04%
Gain +1.85%
Monthly
0.8%
Yearly
10%
Drawdown
19.18%
$465.59M
Equity
Holdings
$465.59M
Investment
$353.28M
$114.78M
Profit +$5.16M
Realized
$2.46M
Unrealized
$112.32M
Dividends
$15.99M
Goals
Avg. 74.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.85%
Profit
$5.16M
Win %
77%
This Week
Compared To Last Week
Gain
2.37%
Profit
$10.77M
Win %
77%
This Month
Compared to last month
Gain
2.37%
Profit
$10.77M
Win %
77%
This Year
Compared to last year
Gain
2.47%
Profit
$11.25M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$697,750.93 
ETN Eaton Corporation plc
+7.32%
+$104,492.21 
GOOG Alphabet Inc
+6.88%
+$219,891.81 
GOOGL Alphabet Inc
+6.73%
+$590,129.61 
TWLO Twilio Inc.
+3.36%
+$13,800.75 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$25,615.07 
META Meta Platforms Inc Class A
+3.28%
+$94,623.31 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$10,152 
MSFT Microsoft Corp.
+3.02%
+$271,923.1 
NVDA NVIDIA Corporation
+2.93%
+$240,465.52 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$5,789.51 
FSLR First Solar, Inc.
+2.44%
+$5,988.87 
CVX Chevron Corporation
+2.35%
+$69,178.6 
GLW Corning Incorporated
+2.24%
+$16,901.34 
CSCO Cisco Systems, Inc.
+2.14%
+$27,473.58 
LHX L3Harris Technologies, Inc.
+1.9%
+$5,583.13 
PANW Palo Alto Networks, Inc.
+1.89%
+$90,767.85 
CRM Salesforce Inc
+1.83%
+$6,060.6 
ORCL Oracle Corporation
+1.81%
+$19,699.68 
ZTS Zoetis Inc.
+1.66%
+$8,838.91 
KMI Kinder Morgan, Inc.
+1.64%
+$5,777.72 
VZ Verizon Communications Inc.
+1.52%
+$5,646.9 
PH Parker-Hannifin Corporation
+1.43%
+$5,757.08 
PWR Quanta Services Inc.
+1.43%
+$6,003.21 
CMCSA Comcast Corp
+1.23%
+$4,066.67 
WFC Wells Fargo & Company
+1.19%
+$5,256.06 
FCOM Fidelity MSCI Communication Services Index ETF
+1.18%
+$2,736 
ITW Illinois Tool Works Inc.
+1.15%
+$3,064.75 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$17,144.46 
VUG Vanguard Growth ETF
+1.1%
+$176,386.59 
NOW ServiceNow, Inc.
+1.05%
+$6,304.6 
ADBE Adobe Inc.
+1.01%
+$19,126.28 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$3,282.72 
UNP Union Pacific Corporation
+0.92%
+$5,572.31 
SCHW Charles Schwab Corporation
+0.87%
+$7,879.69 
IBM International Business Machines Corporation
+0.86%
+$2,794.3 
MCD McDonald's Corporation
+0.82%
+$13,472.86 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$2,589.7 
BNOV FGCI Inc.
+0.78%
+$13,055.49 
TSLA Tesla, Inc.
+0.76%
+$14,292.04 
BDEC Innovator U.S. Equity Buffer ETF
+0.74%
+$12,759.3 
BJUL Innovator U.S. Equity Buffer ETF
+0.74%
+$116,830 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$24,953.96 
MYRG Myr Group Inc.
+0.72%
+$1,190 
VOO Vanguard S&P 500 ETF
+0.71%
+$304,131.58 
CAT Caterpillar Inc.
+0.7%
+$3,373.64 
IVV iShares Core S&P 500 ETF
+0.69%
+$6,456.32 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$4,379.71 
BOCT Innovator U.S. Equity Buffer ETF BOCT
+0.68%
+$106,759.21 
PLTR Palantir Technologies Inc.
+0.65%
+$3,531.19 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$109,144.08 
IWB iShares Russell 1000 ETF
+0.64%
+$1,682.17 
BFEB Innovator U.S. Equity Buffer ETF
+0.62%
+$10,753.27 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.59%
+$94,915.1 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$3,952.5 
BMAY Innovator U.S. Equity Buffer Fund
+0.59%
+$10,493.84 
BSEP Innovator U.S. Equity Buffer ETF
+0.56%
+$14,118.49 
BAPR Innovator U.S. Equity Buffer ETF
+0.55%
+$87,998.45 
BMAR Innovator U.S. Equity Buffer ETF
+0.54%
+$9,443.53 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$41,368.56 
BJUN Innovator U.S. Equity Buffer ETF - June
+0.52%
+$8,461.21 
BUFB Innovator Laddered Allocation Buffer ETF
+0.48%
+$2,327.5 
CSX CSX Corporation
+0.42%
+$1,638 
PFE Pfizer Inc.
+0.4%
+$1,043.8 
RTX RTX Corporation
+0.39%
+$1,122.24 
DIOD Diodes Inc.
+0.39%
+$1,280 
AVGO Broadcom Inc.
+0.37%
+$11,610.72 
PG Procter & Gamble Co
+0.37%
+$6,084.93 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,108.74 
BAC Bank of America Corporation
+0.36%
+$7,152.86 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.35%
+$864.45 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$6,859.95 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.32%
+$784.8 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.32%
+$770.25 
MRK Merck & Co., Inc.
+0.32%
+$885.21 
JPM JPMorgan Chase & Co.
+0.27%
+$14,974.2 
BUFF Innovator Laddered Allocation Fund
+0.27%
+$1,357.3 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.26%
+$955.35 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$4,829.97 
JNJ Johnson & Johnson
+0.21%
+$8,896.05 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.19%
+$479.25 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,180.03 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$23,021.16 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$5,214 
USB U.S. Bancorp
+0.17%
+$833.79 
T AT&T Inc.
+0.17%
+$785.48 
ZJAN Innovator Defined Wealth Shield ETF
+0.15%
+$337.55 
MMM 3M Company
+0.12%
+$286.64 
ISRG Intuitive Surgical, Inc.
+0.1%
+$190.79 
C Citigroup Inc.
+0.1%
+$200.31 
WMT Walmart Inc.
+0.09%
+$823.32 
BAUG Innovator U.S. Equity Buffer ETF
+0.08%
+$1,411.07 
SCYB Schwab High Yield Bond ETF
+0.08%
+$454.58 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.04%
+$88.28 
DIS The Walt Disney Company
+0.03%
+$569.7 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$109.89 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.27M 
SYK Stryker Corporation
-6.42%
-$54,420.24 
MU Micron Technology, Inc.
-5.9%
-$66,344.47 
MIST Milestone Pharmaceuticals Inc.
-3.48%
-$400 
XBI SPDR S&P Biotech ETF
-2.94%
-$12,460.04 
IBIT iShares Bitcoin Trust
-2.89%
-$77,642.88 
QCOM QUALCOMM Incorporated
-2.63%
-$50,645.2 
ABBV AbbVie Inc.
-2.51%
-$9,996.15 
ARKK ARK Innovation ETF Fund
-2.28%
-$36,290.92 
NFLX Netflix, Inc.
-2%
-$14,105.06 
AMD Advanced Micro Devices, Inc.
-1.9%
-$16,724.44 
UNH UnitedHealth Group Incorporated
-1.68%
-$5,542.89 
BHP BHP Group Ltd.
-1.64%
-$4,655.82 
LRCX Lam Research Corporation
-1.58%
-$13,982.53 
GLD SPDR Gold Shares
-1.49%
-$5,805.45 
IAU iShares Gold Trust
-1.46%
-$7,561.96 
LUV Southwest Airlines Co.
-1.38%
-$3,402 
RXRX Recursion Pharmaceuticals, Inc.
-1.32%
-$514 
NEE NextEra Energy, Inc.
-1.15%
-$5,641.86 
DE Deere & Company
-1.13%
-$13,933.18 
TXN Texas Instruments Inc
-1.08%
-$3,711.6 
LOW Lowe's Companies Inc.
-1.08%
-$15,456.44 
INTC Intel Corporation
-1.02%
-$3,289.41 
KO The Coca-Cola Company
-1.02%
-$2,718.9 
XOM Exxon Mobil Corporation
-0.97%
-$6,149.07 
GILD Gilead Sciences Inc.
-0.81%
-$4,897.34 
KMB Kimberly-Clark Corporation
-0.8%
-$3,271.84 
VHT Vanguard Health Care ETF
-0.76%
-$8,639.24 
MA Mastercard Incorporated
-0.74%
-$4,186.25 
BLK BlackRock, Inc.
-0.73%
-$6,232.37 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$4,943.42 
AMGN Amgen Inc.
-0.64%
-$2,313.85 
PM Philip Morris International Inc.
-0.61%
-$2,300.98 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$6,544.59 
SCHF Schwab International Equity ETF
-0.58%
-$4,902.4 
COF Capital One Financial Corporation
-0.54%
-$7,880.66 
LLY Eli Lilly and Company
-0.53%
-$27,854.72 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$1,290 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$11,962.54 
SCHH Schwab U.S. REIT ETF
-0.49%
-$2,625 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$2,546.02 
GRO Brazil Potash Corp.
-0.49%
-$110 
SCHY Schwab International Dividend Equity ETF
-0.48%
-$1,183.84 
IWM iShares Russell 2000 ETF
-0.47%
-$3,012.11 
PEP PepsiCo, Inc.
-0.46%
-$3,262.08 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$6,740.71 
HD The Home Depot, Inc.
-0.42%
-$4,085.27 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$3,239.08 
VGT Vanguard Information Technology ETF
-0.38%
-$3,177.7 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$64,476.8 
ABNB Airbnb, Inc.
-0.37%
-$1,424.09 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$802.55 
JBBB Janus Henderson B-BBB CLO ETF
-0.34%
-$1,177.76 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$604.5 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,028.57 
VTV Vanguard Value ETF
-0.27%
-$1,444.89 
BX Blackstone Inc.
-0.25%
-$1,808.04 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$1,158 
FISV Fiserv, Inc.
-0.24%
-$3,788.33 
COST Costco Wholesale Corporation
-0.24%
-$6,607.35 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,653.57 
VB Vanguard Small-Cap ETF
-0.22%
-$30,898.94 
PFG Principal Financial Group, Inc.
-0.22%
-$513.75 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$540 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$17,102.97 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$593.76 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$3,132.6 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$600 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$1,269 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$538.65 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$338.4 
XLF Financial Select Sector SPDR Fund
-0.1%
-$573.12 
FCAL First Trust California Municipal Fund
-0.09%
-$1,697.85 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$12,478.38 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$191.76 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$304.2 
PFFV Global X Variable Rate Preferred ETF
-0.04%
-$1,163.15 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$5,014.56 
V Visa Inc. Class A
-0.04%
-$1,161.64 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$223.3 Events
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Dividends
Dividend Analysis
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| Trades 1871 | Longs Won 1172/1871 62% | Profit Factor 4.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $447,803.03 |
| Average Win $124,862.52 | Best Trade (Mar 31) $10.62M | Sharpe Ratio -10.02 |
| Average Loss -$41,924.79 | Worst Trade (Sep 30) -$2.47M | Z-Score 2.51 (98.79%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 4d | Expectancy $61,346.79 |
| 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 | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Michael Abram?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $10.63M, Innovator U.S. Equity Power Buffer ETF - August - $3.05M, Invesco QQQ Trust, Series 1 - $2.67M, iShares 0-5 Year Investment Grade Corporate Bond ETF - $1.41M, and First Trust Institutional Preferred Securities and Income ETF - $1.22M. 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: ARK Innovation ETF Fund - $4.2M, VANGUARD TOTAL STOCK MKT ETF - $1.6M, Amplify Transformational Data Sharing ETF - $892,055.58, Adobe Inc - $644,111.76, and Fiserv, Inc - $637,539.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Abram's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.99M earned over time. The largest contributors to dividend income include SPDR Portfolio Intermediate Term Corporate Bond ETF - $2.08M, iShares 0-5 Year Investment Grade Corporate Bond ETF - $1.35M, First Trust Institutional Preferred Securities and Income ETF - $1.22M, Vanguard S&P 500 ETF - $986,726.6, and JPMorgan Ultra-Short Income ETF - $838,858.59. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Abram's monthly returns?
Michael Abram'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 Michael Abram's strategy be considered aggressive or moderate?
Michael Abram's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Michael Abram's strategy?
Michael Abram's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
