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:
75.28%
Gain +1.77%
Monthly
0.81%
Yearly
10.11%
Drawdown
19.18%
$470.12M
Equity
Holdings
$470.12M
Investment
$353.28M
$119.31M
Profit +$4.35M
Realized
$2.46M
Unrealized
$116.84M
Dividends
$16.45M
Goals
Avg. 84.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.77%
Profit
$4.35M
Win %
74%
This Week
Compared To Last Week
Gain
1.2%
Profit
$5.58M
Win %
74%
This Month
Compared to last month
Gain
0.62%
Profit
$2.88M
Win %
74%
This Year
Compared to last year
Gain
3.47%
Profit
$15.77M
Win %
73%
INTC Intel Corporation
+13.4%
+$51,463.35 
AMD Advanced Micro Devices, Inc.
+9.2%
+$93,214.98 
META Meta Platforms Inc Class A
+8.83%
+$314,537.04 
QCOM QUALCOMM Incorporated
+7.45%
+$167,991.86 
TWLO Twilio Inc.
+6.91%
+$36,299.58 
GLW Corning Incorporated
+6.1%
+$51,094.48 
IBIT iShares Bitcoin Trust
+5.56%
+$187,514.88 
CRWD CrowdStrike Holdings, Inc.
+4.06%
+$17,352.02 
FCOM Fidelity MSCI Communication Services Index ETF
+3.81%
+$9,319.5 
LRCX Lam Research Corporation
+3.76%
+$32,249.03 
TSLA Tesla, Inc.
+2.94%
+$64,890.1 
ARKK ARK Innovation ETF Fund
+2.76%
+$53,233.97 
PLTR Palantir Technologies Inc.
+2.69%
+$21,098.92 
ETN Eaton Corporation plc
+2.67%
+$41,855.94 
NFLX Netflix, Inc.
+2.59%
+$17,969.46 
MU Micron Technology, Inc.
+2.47%
+$32,240.66 
GOOG Alphabet Inc
+2.41%
+$79,455.9 
QQQ Invesco QQQ Trust, Series 1
+2.32%
+$411,010.79 
XLK State Street Technology Select Sector SPDR ETF
+2.15%
+$183,186.18 
GOOGL Alphabet Inc
+2.06%
+$189,355.97 
VUG Vanguard Growth ETF
+2.06%
+$346,134.97 
VGT Vanguard Information Technology ETF
+2.03%
+$18,327.2 
PANW Palo Alto Networks, Inc.
+2.02%
+$108,626.39 
FTEC Fidelity MSCI Information Technology Index ETF
+2%
+$4,865.52 
PH Parker-Hannifin Corporation
+1.88%
+$7,439.35 
C Citigroup Inc.
+1.87%
+$3,790.86 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.86%
+$29,777.22 
MYRG Myr Group Inc.
+1.74%
+$2,435 
AMGN Amgen Inc.
+1.71%
+$6,162.47 
MRK Merck & Co., Inc.
+1.58%
+$5,019.68 
VWO Vanguard FTSE Emerging Markets ETF
+1.58%
+$5,568.91 
NOW ServiceNow, Inc.
+1.58%
+$11,603.73 
SCHW Charles Schwab Corporation
+1.53%
+$13,940.99 
BX Blackstone Inc.
+1.51%
+$10,650.25 
ESGV Vanguard ESG U.S. Stock ETF
+1.51%
+$10,014.24 
DIS The Walt Disney Company
+1.46%
+$28,485 
NVDA NVIDIA Corporation
+1.4%
+$130,971.43 
QUAL iShares MSCI USA Quality Factor ETF
+1.35%
+$8,761.5 
VEU Vanguard FTSE All-World ex-US ETF
+1.34%
+$3,360 
VOO Vanguard S&P 500 ETF
+1.31%
+$577,593.06 
IWB iShares Russell 1000 ETF
+1.31%
+$3,563.19 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.31%
+$104,701.05 
IVV iShares Core S&P 500 ETF
+1.31%
+$12,603.72 
CAT Caterpillar Inc.
+1.3%
+$6,265.36 
SPY SPDR S&P 500 ETF Trust
+1.29%
+$46,099.14 
FSLR First Solar, Inc.
+1.28%
+$2,982.49 
SCHF Schwab International Equity ETF
+1.26%
+$10,724 
SCHB Schwab U.S. Broad Market ETF
+1.26%
+$8,602.5 
BLK BlackRock, Inc.
+1.23%
+$10,281.84 
VCR Vanguard Consumer Discretionary ETF
+1.21%
+$2,532.91 
CMCSA Comcast Corp
+1.21%
+$3,856.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.21%
+$9,045.48 
T AT&T Inc.
+1.16%
+$5,792.91 
ISRG Intuitive Surgical, Inc.
+1.13%
+$2,363.81 
AMZN Amazon.com Inc
+1.11%
+$54,729.18 
VBK Vanguard Small-Cap Growth ETF
+1.07%
+$4,058.34 
DE Deere & Company
+1.07%
+$14,998.68 
LUV Southwest Airlines Co.
+1.05%
+$2,322 
TMO Thermo Fisher Scientific Inc.
+1.02%
+$18,188.78 
BNOV FGCI Inc.
+0.98%
+$16,915.63 
BAUG Innovator U.S. Equity Buffer ETF
+0.94%
+$16,233.52 
BJUL Innovator U.S. Equity Buffer ETF
+0.93%
+$150,418.62 
RXRX Recursion Pharmaceuticals, Inc.
+0.91%
+$449.75 
BDEC Innovator U.S. Equity Buffer ETF
+0.91%
+$16,039.8 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.9%
+$6,923.01 
VYMI Vanguard International High Dividend Yield Index Fund
+0.89%
+$20,765.32 
COF Capital One Financial Corporation
+0.86%
+$12,204.57 
GILD Gilead Sciences Inc.
+0.85%
+$5,858.56 
EFV iShares MSCI EAFE Value ETF
+0.85%
+$2,055 
BJUN Innovator U.S. Equity Buffer ETF - June
+0.84%
+$14,030.1 
IWR iShares Russell Mid-Cap ETF
+0.81%
+$1,706.25 
SPGP Invesco S&P 500 GARP ETF
+0.8%
+$10,692.3 
SCHH Schwab U.S. REIT ETF
+0.79%
+$3,937.5 
BMAY Innovator U.S. Equity Buffer Fund
+0.79%
+$14,335.33 
BSEP Innovator U.S. Equity Buffer ETF
+0.79%
+$20,203.22 
ORCL Oracle Corporation
+0.77%
+$9,721.92 
XBI SPDR S&P Biotech ETF
+0.77%
+$3,374 
WMT Walmart Inc.
+0.77%
+$6,751.06 
LLY Eli Lilly and Company
+0.77%
+$40,077.85 
TXN Texas Instruments Inc
+0.77%
+$2,507.15 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.75%
+$122,060.82 
JNJ Johnson & Johnson
+0.73%
+$33,066.62 
BMAR Innovator U.S. Equity Buffer ETF
+0.72%
+$12,905.12 
BUFB Innovator Laddered Allocation Buffer ETF
+0.71%
+$3,491.25 
BOCT Innovator U.S. Equity Buffer ETF BOCT
+0.71%
+$114,648.16 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.71%
+$1,779.75 
AAPL Apple Inc.
+0.7%
+$123,012.48 
JEPI JPMorgan Equity Premium Income Fund
+0.7%
+$14,261.48 
BFEB Innovator U.S. Equity Buffer ETF
+0.7%
+$12,506.89 
VB Vanguard Small-Cap ETF
+0.69%
+$93,636 
SCHY Schwab International Dividend Equity ETF
+0.66%
+$1,590.79 
SCHA Schwab U.S. Small-Cap ETF
+0.66%
+$5,481.52 
IWM iShares Russell 2000 ETF
+0.66%
+$4,030.6 
VHT Vanguard Health Care ETF
+0.65%
+$7,568.6 
USB U.S. Bancorp
+0.62%
+$2,804.59 
PWR Quanta Services Inc.
+0.6%
+$2,451.19 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.59%
+$1,342.32 
WFC Wells Fargo & Company
+0.58%
+$2,576.5 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.58%
+$1,191.78 
IJH iShares Core S&P Mid-Cap ETF
+0.58%
+$1,776.6 
AVGO Broadcom Inc.
+0.57%
+$16,529.23 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.52%
+$1,533.88 
RTX RTX Corporation
+0.51%
+$1,315.96 
IJR iShares Core S&P Small-Cap ETF
+0.49%
+$3,825.1 
BAC Bank of America Corporation
+0.48%
+$9,103.64 
BUFF Innovator Laddered Allocation Fund
+0.47%
+$2,423.75 
VIG Vanguard Dividend Appreciation ETF
+0.42%
+$72,808.23 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.41%
+$1,030.05 
BAPR Innovator U.S. Equity Buffer ETF
+0.41%
+$67,635.67 
XLI Industrial Select Sector SPDR Fund
+0.41%
+$1,250.2 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.41%
+$1,519.87 
VTV Vanguard Value ETF
+0.4%
+$2,179.61 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.4%
+$1,530.87 
JPM JPMorgan Chase & Co.
+0.38%
+$21,346.04 
BALT Inn Defined Wealth Shield Mutual Fund
+0.37%
+$11,297 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.36%
+$931.87 
ABBV AbbVie Inc.
+0.34%
+$1,375.07 
XLV Health Care Select Sector SPDR Fund
+0.31%
+$3,542.18 
PFFD Global X U.S. Preferred ETF
+0.3%
+$2,007.01 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.26%
+$2,167.87 
SCYB Schwab High Yield Bond ETF
+0.23%
+$1,363.74 
PFFV Global X Variable Rate Preferred ETF
+0.23%
+$5,815.75 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.21%
+$24,920.92 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.21%
+$3,524.18 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.18%
+$24,956.76 
ABNB Airbnb, Inc.
+0.18%
+$762.9 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.18%
+$431.85 
VOE Vanguard Mid-Cap Value ETF
+0.17%
+$1,188.53 
VYM Vanguard High Dividend Yield ETF
+0.16%
+$2,298.4 
KMB Kimberly-Clark Corporation
+0.16%
+$577.78 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.15%
+$694.8 
SCHD Schwab U.S. Dividend Equity ETF
+0.15%
+$19,184.3 
MCD McDonald's Corporation
+0.14%
+$2,143.34 
JBBB Janus Henderson B-BBB CLO ETF
+0.12%
+$404.86 
XLF Financial Select Sector SPDR Fund
+0.1%
+$525.36 
COST Costco Wholesale Corporation
+0.09%
+$2,289.42 
MA Mastercard Incorporated
+0.08%
+$462.96 
CSCO Cisco Systems, Inc.
+0.08%
+$1,017.54 
PG Procter & Gamble Co
+0.07%
+$1,262.91 
LHX L3Harris Technologies, Inc.
+0.07%
+$178.54 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$6,268.2 
V Visa Inc. Class A
+0.04%
+$1,286.11 
ICSH iShares Short Treasury Bond ETF
+0.04%
+$1,694.04 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$1,855.82 
MSFT Microsoft Corp.
0%
+$99.83 
XOM Exxon Mobil Corporation
-3.11%
-$20,456.67 
UNP Union Pacific Corporation
-2.71%
-$15,809 
CSX CSX Corporation
-2.37%
-$8,696.98 
CVX Chevron Corporation
-2.1%
-$67,341.85 
GRO Brazil Potash Corp.
-1.85%
-$495 
FISV Fiserv, Inc.
-1.75%
-$24,108.35 
MIST Milestone Pharmaceuticals Inc.
-1.29%
-$118 
DIOD Diodes Inc.
-0.98%
-$3,640 
PFG Principal Financial Group, Inc.
-0.91%
-$2,210.15 
XLP Consumer Staples Select Sector SPDR Fund
-0.73%
-$3,667.51 
BRK-B Berkshire Hathaway Inc.
-0.68%
-$7,632.1 
IAU iShares Gold Trust
-0.57%
-$3,145.24 
NEE NextEra Energy, Inc.
-0.56%
-$2,513.7 
GLD SPDR Gold Shares
-0.56%
-$2,313.93 
UNH UnitedHealth Group Incorporated
-0.55%
-$1,615.03 
BRK-A Berkshire Hathaway Inc.
-0.48%
-$11,085.36 
HD The Home Depot, Inc.
-0.48%
-$4,232.19 
ITW Illinois Tool Works Inc.
-0.45%
-$1,150.45 
PEP PepsiCo, Inc.
-0.43%
-$2,879.8 
BHP BHP Group Ltd.
-0.42%
-$1,188.72 
ADBE Adobe Inc.
-0.41%
-$7,696.2 
PM Philip Morris International Inc.
-0.4%
-$1,482 
KMI Kinder Morgan, Inc.
-0.38%
-$1,333.32 
SYK Stryker Corporation
-0.32%
-$2,168.04 
KO The Coca-Cola Company
-0.32%
-$845.88 
MMM 3M Company
-0.21%
-$470.93 
LOW Lowe's Companies Inc.
-0.11%
-$1,429.96 
IBM International Business Machines Corporation
-0.1%
-$351.12 
ZTS Zoetis Inc.
-0.07%
-$350.75 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.06%
-$280.81 
VZ Verizon Communications Inc.
-0.04%
-$161.34 
PFE Pfizer Inc.
-0.04%
-$104.38 
FCAL First Trust California Municipal Fund
-0.02%
-$373.53 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.02%
-$75 
CRM Salesforce Inc
-0.01%
-$36.62 
ZJAN Innovator Defined Wealth Shield ETF
0%
-$1.57 Events
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Dividends
Dividend Analysis
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| Trades 1871 | Longs Won 1148/1871 61% | Profit Factor 5.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $460,297.58 |
| Average Win $131,717.83 | Best Trade (Mar 31) $10.62M | Sharpe Ratio -10.02 |
| Average Loss -$41,013 | Worst Trade (Sep 30) -$2.47M | Z-Score 0.74 (54.35%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1d | Expectancy $63,765.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 51,904 | $10.12M | $17.57M | - | $7.44M | 73.53% | +0.705% |
| ABBV AbbVie Inc. | 1,545 | $330,953.73 | $409,193.25 | - | $78,239.52 | 23.64% | +0.337% |
| ABNB Airbnb, Inc. | 2,543 | $331,218.42 | $423,460.36 | - | $92,241.94 | 27.85% | +0.18% |
| ADBE Adobe Inc. | 7,620 | $2.38M | $1.89M | - | -$494,622.94 | -20.75% | -0.406% |
| AMD Advanced Micro Devices, Inc. | 1,810 | $380,633.64 | $1.11M | - | $725,855.56 | 190.7% | +9.199% |
| AMGN Amgen Inc. | 933 | $293,005.96 | $365,973.91 | - | $72,967.95 | 24.9% | +1.713% |
| AMZN Amazon.com Inc | 19,339 | $3.71M | $4.96M | - | $1.25M | 33.6% | +1.115% |
| ARKK ARK Innovation ETF Fund | 21,862 | $1.05M | $1.98M | - | $932,220.27 | 88.79% | +2.76% |
| AVGO Broadcom Inc. | 8,063 | $1.57M | $2.9M | - | $1.33M | 84.78% | +0.573% |
| BAC Bank of America Corporation | 32,513 | $1.33M | $1.89M | - | $560,056.31 | 42.24% | +0.485% |
| BALT Inn Defined Wealth Shield Mutual Fund | 86,900 | $2.71M | $3.04M | - | $323,200.69 | 11.91% | +0.373% |
| BAPR Innovator U.S. Equity Buffer ETF | 300,336 | $11.98M | $16.44M | - | $4.46M | 37.24% | +0.413% |
| BAUG Innovator U.S. Equity Buffer ETF | 31,357 | $1.23M | $1.75M | - | $516,808.66 | 42.06% | +0.939% |
| BDEC Innovator U.S. Equity Buffer ETF | 32,384 | $1.33M | $1.78M | - | $450,995.42 | 33.9% | +0.909% |
| BFEB Innovator U.S. Equity Buffer ETF | 33,087 | $1.27M | $1.8M | - | $526,464.55 | 41.47% | +0.701% |
| BHP BHP Group Ltd. | 3,302 | $158,793.18 | $283,674.82 | - | $124,881.64 | 78.64% | -0.417% |
| BJAN Innovator U.S. Equity Buffer ETF - January | 271,186 | $11.68M | $16.49M | - | $4.81M | 41.21% | +0.746% |
| BJUL Innovator U.S. Equity Buffer ETF | 292,075 | $11.53M | $16.29M | - | $4.76M | 41.24% | +0.932% |
| BJUN Innovator U.S. Equity Buffer ETF - June | 33,710 | $1.29M | $1.69M | - | $397,080.45 | 30.82% | +0.839% |
| BLK BlackRock, Inc. | 781 | $808,396.19 | $845,780.04 | - | $37,383.85 | 4.62% | +1.231% |
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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 - $1.46M, and First Trust Institutional Preferred Securities and Income ETF - $1.28M. 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 $16.45M earned over time. The largest contributors to dividend income include SPDR Portfolio Intermediate Term Corporate Bond ETF - $2.13M, iShares 0-5 Year Investment Grade Corporate Bond ETF - $1.39M, First Trust Institutional Preferred Securities and Income ETF - $1.28M, Vanguard S&P 500 ETF - $986,726.6, and JPMorgan Ultra-Short Income ETF - $857,934.65. 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.
